Private Foundations

During its existence, a private foundation has numerous interactions with the IRS – from filing an application for recognition of tax-exempt status, to filing required annual information returns, to making changes in its mission and purpose. The IRS provides information, explanations, guides, forms, and publications on all of these subjects – they are available through this IRS Web site. The links below link to the documents most foundations will need as they proceed through the phases of their “life cycle.”

Starting Out

Applying to IRS

Required Filings

Ongoing Compliance

Significant Events


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