Form 8872 PDF Details

Recently, the IRS released a new form that all nonprofit organizations must file in order to be exempt from taxation. The Form 8872 is used to disclose any officer, director, or trustee who received more than $10,000 in compensation from the organization during the year. This form is important for both the nonprofit and the IRS, as it helps ensure that everyone involved with the organization is following tax regulations. Filing this form on time is critical, so be sure to check the deadlines and submit your information correctly. Nonprofit organizations that do not file this form may face penalties from the IRS.

QuestionAnswer
Form NameForm 8872
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other names8872, Subtotal, Aggregate, Seperate

Form Preview Example

Form

8 8 7 2

 

Political Organization

 

(November 2002)

 

Report of Contributions and Expenditures

OMB No. 1545-1696

 

 

 

 

 

Department of the Treasury

 

 

See Seperate instructions.

 

 

 

Internal Revenue Service

 

 

 

 

 

A

For the period beginning

 

,20

and ending

, 20

 

 

 

 

 

 

B

Check applicable boxes:

Intial report

Change of address

Amended report

Final report

 

 

 

 

 

 

1

Name of organization

 

 

 

Employer identification number

 

 

 

 

 

 

 

 

2Mailing address (P.O. Box or number, street, and room or suite number)

City or town, state, and ZIP code

3E-mail address of organization

4Date organization was formed

5a Name of custodian of records

5b Custodian’s address

6a Name of contact person

6b Contact person’s address

7Business address of organization (if different from mailing address shown above). Number, street, and room or suite number

City or town, state, and ZIP code

8Type of report (check only one box)

a

b

c

f

First quarterly report (due by April 15)

Second quarterly report (due by July 15)

g

Third quarterly report (due by October 15)

Monthly report for the month of:

(due by the 20th day following the month shown above, except the December report, which is due by January 31)

Pre-election report (due by the 12th or 15th day before the election)

(1)Type of election:

(2)Date of election:

(3)For the state of:

d

e

Year-end report (due by January 31)

h

Mid-year report (Non-election year only-due by July 31)

Post-general election report (due by the 30th day after general election)

(1)Date of election:

(2)For the state of:

9Total amount of reported contributions (total from all attached Schedules A)

10Total amount of reported expenditures (total from all attached Schedules B)

9

10

Sign Here

Under penalties of perjury, I declare that I have examined this report, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete.

 

 

Signature of authorized official

Date

For Paperwork Reduction Act Notice, see separate instructions.

Cat. No. 30406G

Form 8872 (11-2002)

Form 8872 (11-2002)

Schedule A

Itemized Contributions

 

 

 

Schedule A page

of

Name of organization

 

 

 

Employer identification number

 

 

 

 

Contributor’s name, mailing address and ZIP code

Name of contributor’s employer

 

Amount of contribution

 

 

 

 

 

 

 

 

 

Contributor’s occupation

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

Aggregate contributions

 

 

Date of contribution

 

 

 

 

 

 

 

 

year-to-date

$

 

 

 

Contributor’s name, mailing address and ZIP code

Name of contributor’s employer

 

Amount of contribution

 

 

 

 

 

 

 

 

 

Contributor’s occupation

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

Aggregate contributions

 

 

Date of contribution

 

 

 

 

 

 

 

 

year-to-date

$

 

 

 

Contributor’s name, mailing address and ZIP code

Name of contributor’s employer

 

Amount of contribution

 

 

 

 

 

 

 

 

 

Contributor’s occupation

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

Aggregate contributions

 

 

Date of contribution

 

 

 

 

 

 

 

 

year-to-date

$

 

 

 

Contributor’s name, mailing address and ZIP code

Name of contributor’s employer

 

Amount of contribution

 

 

 

 

 

 

 

 

 

Contributor’s occupation

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

Aggregate contributions

 

 

Date of contribution

 

 

 

 

 

 

 

 

year-to-date

$

 

 

 

Contributor’s name, mailing address and ZIP code

Name of contributor’s employer

 

Amount of contribution

 

 

 

 

 

 

 

 

 

Contributor’s occupation

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

Aggregate contributions

 

 

Date of contribution

 

 

 

 

 

 

 

 

year-to-date

$

 

 

 

Contributor’s name, mailing address and ZIP code

Name of contributor’s employer

 

Amount of contribution

 

 

 

 

 

 

 

 

 

Contributor’s occupation

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

Aggregate contributions

 

 

Date of contribution

 

 

 

 

 

 

 

 

year-to-date

$

 

 

 

Contributor’s name, mailing address and ZIP code

Name of contributor’s employer

 

Amount of contribution

 

 

 

 

 

 

 

 

 

Contributor’s occupation

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

Aggregate contributions

 

 

Date of contribution

 

 

 

 

 

 

 

 

year-to-date

$

 

 

 

Contributor’s name, mailing address and ZIP code

Name of contributor’s employer

 

Amount of contribution

 

 

 

 

 

 

 

 

 

Contributor’s occupation

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

Aggregate contributions

 

 

Date of contribution

 

 

 

 

 

 

 

 

year-to-date

$

 

 

 

Contributor’s name, mailing address and ZIP code

Name of contributor’s employer

 

Amount of contribution

 

 

 

 

 

 

 

 

 

Contributor’s occupation

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

Aggregate contributions

 

 

Date of contribution

 

 

 

 

 

 

 

 

year-to-date

$

 

 

 

Subtotal of contributions reported on this page only. Enter here and also include this amount in the total on line 9

 

 

of Form 8872

 

 

 

 

$

 

Form 8872 (11-2002)

Form 8872 (11-2002)

Schedule B

Itemized Expenditures

 

Schedule B page

of

Name of organization

 

Employer identification number

 

 

 

 

Recipient’s name, mailing address and ZIP code

Name of recipient’s employer

 

Amount of expenditure

 

 

 

 

$

 

 

 

 

 

 

 

 

Recipient’s occupation

 

Date of expenditure

 

 

 

 

 

Purpose of expenditure

 

 

 

 

 

 

 

 

Recipient’s name, mailing address and ZIP code

Name of recipient’s employer

 

Amount of expenditure

 

 

 

 

$

 

 

 

 

 

 

 

 

Recipient’s occupation

 

Date of expenditure

 

 

 

 

 

Purpose of expenditure

 

 

 

 

 

 

 

 

Recipient’s name, mailing address and ZIP code

Name of recipient’s employer

 

Amount of expenditure

 

 

 

 

$

 

 

 

 

 

 

 

 

Recipient’s occupation

 

Date of expenditure

 

 

 

 

 

Purpose of expenditure

 

 

 

 

 

 

 

 

Recipient’s name, mailing address and ZIP code

Name of recipient’s employer

 

Amount of expenditure

 

 

 

 

$

 

 

 

 

 

 

 

 

Recipient’s occupation

 

Date of expenditure

 

 

 

 

 

Purpose of expenditure

 

 

 

 

 

 

 

 

Recipient’s name, mailing address and ZIP code

Name of recipient’s employer

 

Amount of expenditure

 

 

 

 

$

 

 

 

 

 

 

 

 

Recipient’s occupation

 

Date of expenditure

 

 

 

 

 

Purpose of expenditure

 

 

 

 

 

 

 

 

Recipient’s name, mailing address and ZIP code

Name of recipient’s employer

 

Amount of expenditure

 

 

 

 

$

 

 

 

 

 

 

 

 

Recipient’s occupation

 

Date of expenditure

 

 

 

 

 

 

Purpose of expenditure

Subtotal of expenditures reported on this page only. Enter here and also include this amount in the total on

line 10 of Form 8872

$

Form 8872 (11-2002)

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1. It's essential to fill out the Aggregate properly, hence take care when filling out the parts including these specific fields:

Stage no. 1 in submitting 15th

2. When the last section is completed, you have to insert the necessary details in Type of report check only one box, First quarterly report due by, Second quarterly report due by, Third quarterly report due by, Yearend report due by January, Midyear report Nonelection year, Monthly report for the month of, December report which is due by, Preelection report due by the th, Type of election, Date of election, For the state of, Postgeneral election report due by, Date of election, and For the state of so you're able to move on to the 3rd stage.

Second quarterly report due by, First quarterly report due by, and For the state of inside 15th

3. Completing Form Schedule A Name of, Itemized Contributions, Schedule A page Employer, Contributors name mailing address, Name of contributors employer, Amount of contribution, Contributors name mailing address, Name of contributors employer, Amount of contribution, Contributors occupation, Aggregate contributions yeartodate, Date of contribution, Contributors occupation, Aggregate contributions yeartodate, and Date of contribution is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

Writing part 3 in 15th

4. This next section requires some additional information. Ensure you complete all the necessary fields - Contributors name mailing address, Name of contributors employer, Amount of contribution, Aggregate contributions yeartodate, Date of contribution, Contributors occupation, Aggregate contributions yeartodate, Date of contribution, Contributors name mailing address, Name of contributors employer, Amount of contribution, Contributors name mailing address, Name of contributors employer, Amount of contribution, and Contributors occupation - to proceed further in your process!

15th completion process detailed (step 4)

As for Aggregate contributions yeartodate and Amount of contribution, make sure you don't make any mistakes in this current part. These are certainly the most significant fields in the form.

5. Finally, the following last portion is precisely what you'll want to complete prior to closing the document. The blank fields in this instance are the next: Contributors name mailing address, Name of contributors employer, Amount of contribution, Aggregate contributions yeartodate, Contributors occupation, Aggregate contributions yeartodate, Date of contribution, Subtotal of contributions reported, and Form.

Part # 5 of filling out 15th

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