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IRSOther IRS Forms (7000–9999)

Official form guide

Form 8027: 8027

Form 8027 is the Annual Return/Report that tax‑exempt organizations must file when they receive contributions from a private foundation. It is used to disclose the amount and type of those contributions for a calendar year.

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Form Overview

IRS Form 8027 - 8027

Form 8027 is the Annual Return/Report that tax‑exempt organizations must file when they receive contributions from a private foundation. It is used to disclose the amount and type of those contributions for a calendar year.

The form captures total contribution amounts, types of property received, and how the organization used or retained the gifts.

Risk Radar

Scan points
  • 1A single omitted dollar can trigger a penalty and delay foundation funding.
  • 2Missing the $5,000 threshold and filing anyway
  • 3Transposing contribution totals
  • 4Leaving required signatures blank
  • 5Submitting the form to the wrong IRS address

Plain English

If your nonprofit got money or other gifts from a private foundation, the IRS wants a yearly report showing how much you received and what you did with it. This form tells the government you’re following the rules for foundation gifts.

Submission Date

  • Filing date: 2025-10-16 22:10:15
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

foundationmoney

Hover a term to preview the meaning.

What this form is for

  • Use when your organization received $5,000+ from a private foundation.
  • Do not use if contributions were below the $5,000 threshold.
  • Check Form 990‑PF if you are a private foundation filing your own return.

Form selector

Use this form or another form?

Receiving only $1‑$4,999 from a private foundation

Contribution amount below filing threshold

✓ Verify total before skipping

No Form 8027 required

Receiving contributions from a public charity

Different reporting rules for public charities

✓ Ensure correct schedule is attached

Form 990 Schedule B

Deadline or filing window

The filing deadline matches the organization’s Form 990 deadline, usually the 15th day of the 5th month after the tax year ends. If an extension is granted for Form 990, the same extension applies to Form 8027. Late filing may incur a $20‑$50 per day penalty.

  • —Total cash contributions | Sum of all cash gifts from private foundations | Total cash amount | Verify against bank statements

Checklist

What you need before filling it out

1

Section I – Cash contributions

Bank deposit records · Reconciliation statements

⚠ Often rounded incorrectly✕ High
2

Section II – Non‑cash property

Property appraisal reports · Donation acknowledgment letters

⚠ Valuation errors common✕ Medium
3

Section III – Use of contributions

Program expense reports · Annual budget allocation

⚠ Misallocation can trigger penalties✕ High
4

Signature block

Authorized officer’s signature · Board resolution or officer list

⚠ Missing or unauthorized signature✕ High

Before you submit

  1. 1Confirm total private‑foundation contributions meet $5,000 threshold
  2. 2Use the 2024 edition of Form 8027
  3. 3Cross‑check cash totals with bank statements
  4. 4Attach required supporting schedules from Form 990
  5. 5Ensure all required signatures are present
  6. 6Validate e‑file transmission receipt or mail tracking number
  7. 7Retain a copy of the filed form and supporting documents for 3 years

How to file this form

  1. 1Log in to the IRS e‑file system used for Form 990
  2. 2Select the option to attach Form 8027 to the return
  3. 3Enter contribution totals and property details as prompted
  4. 4Upload any required supporting PDFs (appraisals, acknowledgments)
  5. 5Review the entire return for errors
  6. 6Electronically sign with an authorized officer’s credentials
  7. 7Submit and save the confirmation receipt

Known limitations

  1. 1Form 8027 does not capture contributions from individuals or public charities.
  2. 2Only cash and non‑cash property from private foundations are required; other gifts are reported elsewhere.
  3. 3The form does not calculate penalties; separate IRS notices determine them.
  4. 4Electronic filing is only available when filing the full Form 990 package.

Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
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Current form status
IRS

Form 8027 is currently in its 2024 edition, aligned with the 2023 tax year filing cycle. No major revisions have been announced for the 2025 cycle yet.

What changed or needs a fresh check

  • Edition date – verify you have the 2024 version
  • Fee – no filing fee for Form 8027
  • Mailing address – use the address in the Form 990 instructions for paper filings
  • Electronic filing – confirm e‑file eligibility through the IRS Modernized e‑File system
  • Signature block – must be signed by an authorized officer

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Quick Facts

Tax‑exempt organizations that received $5,000 or more in contributions from a private foundation during the year must file.
The form captures total contribution amounts, types of property received, and how the organization used or retained the gifts.
It is due the same day as the organization’s annual information return (Form 990, 990‑EZ, or 990‑PF), typically the 15th day of the 5th month after the tax year ends.
File electronically through the IRS e‑file system for Form 990 series; paper copies can be mailed to the address listed in the Form 990 instructions.
Incorrect or late filing can trigger penalties, affect the organization’s foundation‑gift eligibility, and lead to audit risk.
1. Gather all contribution records from private foundations for the year. 2. Complete the applicable sections of Form 8027, referencing the Form 990 schedule where required. 3. Review totals for accuracy and ensure the signature of an authorized officer. 4. Submit electronically with the Form 990 filing or mail the signed paper form to the IRS.

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After you file

  1. 1Store the electronic confirmation receipt in the organization’s compliance folder.
  2. 2File the signed paper copy (if used) in the permanent records.
  3. 3Update the internal contributions ledger with the reported totals.
  4. 4Monitor for any IRS notices regarding the filing within 30 days.
  5. 5Document any discrepancies discovered post‑submission for future corrections.
  6. 6Review the next year’s contribution threshold early to plan filing needs.

Sources

  • SRCForm 8027 title and purposeIRS official form description
  • SRCThreshold $5,000IRS instructions for Form 8027
  • SRCFiling deadline alignment with Form 990IRS Publication 4221‑DA
  • SRCNo filing feeIRS fee schedule for information returns
  • SRCElectronic filing methodIRS Modernized e‑File (MeF) system documentation
  • SRCSignature requirementForm 8027 instructions, signature block description
  • SRCEdition date 2024IRS form revision history page
  • SRCPenalty referenceIRS Penalty Handbook for late filing of information returns

Common confusion points

Threshold amount

$5,000 total vs. $5,000 per foundation

→ Add all private‑foundation gifts before deciding

Cash vs. non‑cash reporting

Different sections for each

→ Verify classification before entry

Signature requirement

Only one authorized officer needed

→ Ensure the officer is listed on Form 990

Electronic vs. paper filing

Both accepted but process differs

→ Follow the method you choose consistently

Form version

New editions released each year

→ Check the edition date on the top of the form

Workflow map

Related forms and next steps

4 signals

Before

Form 990 (or 990‑EZ/990‑PF) – primary annual return

Current

8027

After

Form 990‑PF – filed by the private foundation itself

Often used with

Schedule B of Form 990 – donor information for public charities

⚠ If something goes wrong

  • IRS Notice CP2000 – may indicate mismatched contribution totals

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Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
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