How to file Form 990-PF Electronically
By searching for your EIN, you can import your foundation’s details from the IRS directly. You can also choose to enter your foundation’s details manually.
You can file Form 990-PF for the current and previous tax years with Tax 990. So, select the applicable tax year, select Form 990-PF and proceed.
We provide Form-based and Interview-Style filing options. Choose whichever is convenient for you and provide the required form data.
Review the summary of your form and make changes if required. You can also share your form with foundation members for their review and approval.
You can transmit the form to the IRS after reviewing it. Our system provides you with instant updates about the IRS status of your form via email and text.
Ready to E-file Form 990-PF?
Information Required to E-file Form 990-PF Online
Here is the list of major information that you’ll need to file Form 990-PF online,
- The foundation’s basic Information
- Financial information such as revenue, expenses, assets, and liabilities
- Program related investments
- Other IRS filings and tax compliance requirements
- Key personnel, governing body and management details
Exclusive Features for Seamless 990-PF E-Filing
Includes Free Schedule B
Based on the data you enter, our system will auto-generate Schedule B onto your form for free.
Easy Form preparation
Choose between direct form entry and interview-style filing options to prepare your form easily.
Copy Data Option
You can copy certain data from your 990-PF filed previously with us onto your current return.
Invite your staff and provide them access to prepare your forms or manage the filing.
Internal Audit Check
Error checks are built-in to review your completed form for any errors, ensuring accuracy.
Reviewers and Approvers
You have the option to invite your organization members to review and approve your forms.
If you need more time to file, you can get a 6 months extension by filing Form 8868 with us.
Form 990-PF Amendment
You can amend a previously filed Form 990-PF and submit the amended return to the IRS.
Live customer support
Contact our live customer support team for any assistance via live chat, email, or phone.
Ready to start your 990-PF E-filing?
Form 990-T - Reporting Unrelated Business Income (UBI)
The exempt organization generating more than $1000 from any unrelated businesses as their income should file Form 990-T to report that information.
Tax990 supports the filing of Form 990-T as well.
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Frequently Asked Questions about Form 990-PF
Form 990-PF is an annual information return filed by Private Foundations, used to calculate their taxes based on investment income and to report their financial information, activities, and certain other information to the IRS.
The IRS uses this information to ensure that Private Foundations are staying compliant with the guidelines established.
Organizations that must file Form 990-PF are:
- Tax-exempt (section 6033(a), (b), and c)) and Taxable (section 6033(d)) private foundations
- Organizations that claim private foundation status and have a pending tax-exempt application
- Organizations that claim private foundation status but haven’t yet applied for exempt status and whose application isn’t yet untimely under section 508(a) for retroactive recognition.
- Organizations that made an election under section 41(e)(6)(D)(iv)
- Private foundations making a termination under section 507(b)
- Section 4947(a)(1) nonexempt charitable trusts (that are treated as private foundations)
Generally, The deadline to file 990 forms is by the 15th day of the 5th month after the end of the accounting period.
For organizations following the calendar tax year, the deadline will be May 15th.
Operating on a Fiscal Tax Year? Find your 990 deadline using our due date calculator.
Form 990-PF includes 16 parts (Some parts are optional for certain organizations)
The following are the topics that are more specific about the parts involved in Form 990-PF:
Part I - Analysis of Revenue and Expenses
Part II - Balance Sheets
Part III - Analysis of Changes in Net Assets or Fund Balances
Part IV - Capital Gains and Losses for Tax on Investment Income
Part V - Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948)
Part VI - Statements Regarding Activities
Part VII - Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors
Part VIII - Summary of Direct Charitable Activities and Program-Related Investments
Part IX - Minimum Investment Return
Part X - Distributable Amount
Part XI - Qualifying Distributions
Part XII - Undistributed Income
Part XIV - Supplementary Information
Part XV - Analysis of Income-Producing Activities and Relationship of Activities to the Accomplishment of Exempt Purposes
Part XVI - Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
Check out our step-by-step instructions to understand how to complete Form 990-PF.
Private foundations that file Form 990-PF may be required to attach Schedule B, depending on the data they reported.
Schedule B is typically filed when a private foundation has received contributions of $5000 or more from any one contributor during the
Yes!, Form 990-PF must be filed electronically for tax years ending on or after July 31, 2020 (per the Taxpayer Act of 2019).
Get Started with Tax990 and file your Form 990-PF electronically with the IRS. Supports current (2022) and prior year filings (2021, 2020).
Yes! If your foundation needs more time to file Form 990-PF, you can e-file Form 8868 to extend your 990-PF deadline. The IRS will provide an automatic 6-month extension when you file Form 8868 on or before the original deadline.
This means if your organization follows the calendar tax year and filed an extension, your extended 990-PF deadline will be November 15.
For smaller organizations with gross receipts < $1,129,000, the penalty for late filing Form 990-PF is $20/day with a maximum penalty of $11,000 or 5% of the foundation’s gross receipts (whichever is less).
For larger organizations with gross receipts > $1,129,000, the penalty for late filing Form 990-PF is $110/day with a maximum penalty of $56,000 or 5% of the foundation’s gross receipts (whichever is less). Learn more about 990-PF penalties.
No, Form 990 & Form 990-EZ can't be used by a private foundation, they are required to file Form 990-PF.
A Private Non-Operating Foundation (PNOF) is typically set up by a single individual, family, or company to make grants to other qualified non-profits. However, unlike a private operating foundation, a PNOF cannot engage in any business activities or directly run its own charitable programs. Families or companies who want to be actively involved in deciding where their charitable funds are going but do not wish to manage the charitable activities themselves often establish PNOFs.
You can change any information in your original 990-PF form except for the organization's EIN. However, you can only make changes to your form after it has been accepted by the IRS.
If you filed your initial form 990-PF with Tax990, all the field values from the original form will automatically be copied to the amended form when you select the "Amend this Return" option. To make changes, simply click the "edit" option under the relevant section, update the information, and submit it to the IRS.
Even if you previously filed the 990-PF form through a different provider, you can still make changes to it using Tax990's Form-Based Filing Option. Simply re-enter all of the necessary information and transmit it to the IRS.
If a private foundation fails to file Form 990-PF for three consecutive years, it will be listed on the Automatic Revocation of Exemption List and lose its tax-exempt status. However, it will still be considered a private foundation. A private foundation that is no longer tax-exempt must still file Form 990-PF every year and pay excise taxes. Additionally, it may be required to file a federal income tax return (either Form 1120 or Form 1041) and pay any relevant income taxes.
Recent Queries for E-Filing Form 990-PF
- What information do I need to file Form 990-PF?
- What is calculated on Form 990-PF?
- What is considered as publicly-traded securities in Form 990-PF?
- How do I report Contributions, gifts, and grants paid in 990-PF?
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