Form 8734 Support Schedule for Advance Ruling Period

8734

Form
(Rev. January 2004)

Department of the Treasury
Internal Revenue Service

Support Schedule for Advance Ruling Period
Please refer to the separate instructions for assistance in completing this schedule. For
additional help, call IRS Exempt Organizations Customer Services toll free at
1-877-829-5500.

For tax years beginning

, and ending

, 20
Employer identification number

Name of organization

Print
or
type.
See
Specific
Instructions.

OMB No. 1545-1836

Number and street (or P.O. box number if mail is not delivered to street address)

Room/Suite

Telephone number

(
City or town, state, and ZIP + 4

)

E-mail address
Fax number (

)

Note: ● Get Schedule A (Form 990 or 990-EZ), Organization Exempt Under Section 501(c)(3), and its separate Instructions before
you complete this for m.
● If you did not receive any support for a given year, show financial data for the year by indicating -0- or none.
● Year 1 should reflect support received as of the date legally organized, unless otherwise specified in the
determination letter.
● Organizations that filed For m 990 or 990-EZ will be able to use information reported on Schedule A, Part IV-A, to
complete this for m.
Calendar year (or fiscal year beginning in)

1

2
3

䊳

Gross
income
from
interest,
dividends, amounts received from
payments on securities loans (section
512(a)(5)), rents, royalties, and
unrelated business taxable income
(less section 511 taxes) from
businesses
acquired
by
the
organization after June 30, 1975

5

Net income from unrelated business
activities not included in line 4

6

Tax revenues levied for your benefit
and either paid to you or expended
on your behalf
The value of services or facilities
furnished to you by a governmental
unit without charge. Do not include
the value of services or facilities
generally furnished to the public
without charge

8

9
10
11

(b) Year 4

(c) Year 3

(d) Year 2

(e) Year 1
(See Note
above.)

(f) Total
of Years
1 through 5

Gifts, grants, and contributions
received. (Do not include unusual
grants. See line 14.)
Membership fees received
Gross receipts from admissions,
merchandise sold or services
performed, or furnishing of facilities in
any activity that is related to the
organization’s
charitable,
etc.,
purpose

4

7

(a) Year 5

Other income. Attach a schedule. Do
not include gain (or loss) from sale of
capital assets
Total of lines 1 through 8
Line 9 minus line 3
Enter 1% of line 9

For Paperwork Reduction Act Notice, see page 6 of separate instructions.

Cat. No. 10010S

Form

8734

(Rev. 1-2004)

Form 8734 (Rev. 1-2004)

12

Page

䊳

a Enter 2% of amount in column (f), line 10

b Attach a list showing the name of and amount contributed by each person (other than a governmental
unit or publicly supported organization) whose total gifts for Year 5 through Year 1 exceeded the
䊳
amount shown in line 12a. Enter the total of all these excess amounts
䊳
c Total support for section 509(a)(1) test: Enter line 10, column (f)
4
5
d Add: Amounts from
column (f) for lines:
䊳
8
12b
䊳
e Public support (line 12c minus line 12d total)
䊳
f Public support percentage (line 12e (numerator) divided by line 12c (denominator))
13

2

If you are an organization that normally receives a substantial part of your support from a governmental unit or from the general
public, complete lines 12a through 12f. (Sections 509(a)(1) and 170(b)(1)(A)(vi)). If you want the IRS to compute your public
support test as a section 509(a)(1) and 170(b)(1)(A)(vi) organization, complete only lines 12a and 12b.
12a

12b
12c
12d
12e
12f

%

If you are an organization that normally receives: (1) more than 331⁄3% of your support from contributions, membership fees,
and gross receipts from activities related to your exempt functions, and (2) no more than 331⁄3% of your support from gross
investment income and net unrelated business taxable income from businesses acquired by the organization after June 30,
1975, complete lines 13a through 13h. (Section 509(a)(2)). If you want the IRS to compute your public support test as a
section 509(a)(2) organization, complete only lines 13a and 13b.

a For amounts included in lines 1, 2, and 3 that were received from a “disqualified person,” attach a list showing the name of,
and total amounts received in each year from, each “disqualified person.” Enter the sum of such amounts for each year:
(Year 4)
(Year 3)
(Year 2)
(Year 1)
(Year 5)
b For any amount included in line 3 that was received from each person (other than “disqualified persons”), attach a list showing
the name of, and amount received for each year, that was more than the larger of (1) the amount on line 11 for the year or
(2) $5,000. (Include in the list organizations as well as individuals.) After computing the difference between the amount received
and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year:
(Year 5)
(Year 4)
(Year 3)
(Year 2)
(Year 1)
c Add: Amounts from column (f) for lines:
1
2
13c
䊳
6
3
7
13d
䊳
d Add: Line 13a total
and line 13b total
13e
䊳
e Public support (line 13c total minus line 13d total)
f Total support for section 509(a)(2) test: Enter amount from line 9, column (f) 䊳 13f
䊳
13g
g Public support percentage (line 13e (numerator) divided by line 13f (denominator))
h Investment income percentage (line 4, column (f) (numerator) divided by line 13f (denominator))䊳 13h
14

Unusual Grants: For an organization described in line 12 or 13 that received any unusual grants during Year 5 through Year
1, attach a list showing for each year the name of the contributor, the date and amount of the grant, and a brief description
of the nature of the grant. Do not include these grants in line 1.
List the amount of unusual grants excluded for each year below.
(Year 5)

15

%
%

(Year 4)

(Year 3)

(Year 2)

(Year 1)

Please list the name and telephone number of an officer, director, or trustee who can be contacted during business hours if
we need more information. If someone other than an officer, director, or trustee will represent the organization, attach a properly
completed Form 2848, Power of Attorney.
Name:
Type or print name and title.

Phone: (

)

Fax Number (if available): (

)

I declare under the penalties of perjury that I am authorized to sign this form on behalf of the above organization and that I have examined this form,
including the accompanying attachments, and to the best of my knowledge it is true, correct, and complete.

Please
Sign
Here

䊳
䊳

Signature of officer, director, or trustee

Date

Type or print name and title or authority of signer
Form

8734

(Rev. 1-2004)