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I will prepare and file irs form 990 pf for private foundations
Nonprofit, 501c3 Tax Compliance Specialist
Hi, I’m Terrance Lee! I specialize in helping charities, foundations, and nonprofit founders obtain official 501(c)(3) tax-exempt status and maintain strict IRS tax compliance.
With extensive experti...
About this Gig
Do you manage a private foundation that needs its annual IRS Form 990-PF prepared and filed? Unlike public charities, private foundations must file Form 990-PF regardless of revenue size to account for investments, grants paid, and net investment excise tax.
What This Service Includes:
- Complete preparation & direct e-filing of IRS Form 990-PF
- Calculation of Net Investment Income Excise Tax (1.39%)
- Minimum Investment Return & Distributable Amount testing (5% rule)
- Schedule B (Contributor disclosures) & detailed grant schedule preparation
- Balance sheet reconciliation & official IRS acceptance confirmation
Why Choose My Service? Private foundation reporting carries strict rules regarding self-dealing, excess business holdings, and minimum distribution requirements. I ensure full accuracy to protect your tax exemption.
Requirements to Get Started:
- Prior years Form 990-PF filing (if available)
- End-of-year Financial Statements (Profit & Loss and Balance Sheet)
- List of grants distributed (Grantee Name, Address, Purpose, Amount)
- Breakdown of investment income, capital gains, and manager fees
Ensure your foundation stays compliant and penalty-free. Order now or message me!
Field of law:
Finance
Target country:
United States
Document type:
Terms of service
Agreement type:
Privacy Policy
Legal consulting Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Pro freelancers in this category have gone through a vetting process. You can find more details here.
FAQ
Q: Why do private foundations have to file Form 990-PF instead of Form 990-EZ?
A: The IRS mandates Form 990-PF for all private foundations regardless of revenue, primarily to track excise taxes on investment income and enforce the 5% minimum annual payout requirement.
Q: What happens if our foundation missed the filing deadline?
A: IRS penalties for late 990-PF filings accumulate daily. Selecting the Premium package allows me to quickly compile and submit your late returns to minimize penalties.
