Irs 8734 Form PDF Details

For many individuals, the process of filing taxes can be daunting. From keeping track of all your income and deductions to simply understanding the different forms - it can all seem so complicated! One form that is important for certain types of taxpayers to understand and complete is the IRS Form 8734. This form helps you apply for tax exemption as an organization described in section 501(c)(3) or 4947(a)(1) of the Internal Revenue Code (IRC). In this blog post, we’ll break down everything you need to know about IRS Form 8734, including how to fill out the form accurately and what documents you should include when submitting your application.

QuestionAnswer
Form NameIrs 8734 Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesdin 6325 standard, 8734 pdf, irs 8734, irs form ruling blank

Form Preview Example

Form 8734 (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.

OMB No. 1545-1836

For tax years beginning

, and ending

 

 

,

20

 

Name of organization

 

 

Employer identification number

Print

 

 

 

 

 

 

 

or

 

 

 

 

 

 

 

type.

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

Room/Suite

Telephone number

 

 

 

 

 

 

 

See

 

 

 

(

)

 

 

Specific

 

 

 

 

 

 

 

City or town, state, and ZIP + 4

 

 

 

 

 

 

Instructions.

 

 

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 deter mination letter.

Organizations that filed For m 990 or 990-EZ will be able to use infor mation reported on Schedule A, Part IV-A, to complete this for m.

 

 

 

 

 

(e) Year 1

(f) Total

Calendar year (or fiscal year beginning in)

(a) Year 5

(b) Year 4

(c) Year 3

(d) Year 2

(See Note

of Years

 

 

 

 

 

above.)

1 through 5

1 Gifts, grants, and contributions received. (Do not include unusual grants. See line 14.)

2Membership fees received

3Gross 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 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

5Net income from unrelated business activities not included in line 4

6Tax revenues levied for your benefit and either paid to you or expended on your behalf

7The 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

8Other income. Attach a schedule. Do not include gain (or loss) from sale of capital assets

9Total of lines 1 through 8

10 Line 9 minus line 3

11 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)

Page 2

12If 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.

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

bAttach 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

 

amount shown in line 12a. Enter the total of all these excess amounts

c

Total support for section 509(a)(1) test: Enter line 10, column (f)

d

Add: Amounts from

4

 

5

 

 

 

 

column (f) for lines:

8

 

12b

 

 

e

Public support (line 12c minus line 12d total)

 

 

 

f

Public support percentage (line 12e (numerator) divided by line 12c (denominator))

12a

 

12b

 

12c

 

12d

 

12e

 

12f

%

13If you are an organization that normally receives: (1) more than 3313% of your support from contributions, membership fees, and gross receipts from activities related to your exempt functions, and (2) no more than 3313% 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.

aFor 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 5)

(Year 4)

(Year 3)

(Year 2)

(Year 1)

bFor 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

 

 

 

 

 

 

 

3

6

7

 

 

13c

 

d

Add: Line 13a total

 

and line 13b total

 

 

 

13d

 

e

Public support (line 13c total minus line 13d total)

 

 

 

13e

 

f

Total support for section 509(a)(2) test: Enter amount from line 9, column (f)

13f

 

 

 

g

Public support percentage (line 13e (numerator) divided by line 13f (denominator))

13g

%

h

Investment income percentage (line 4, column (f) (numerator) divided by line 13f (denominator))

13h

%

14Unusual 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)

(Year 4)

(Year 3)

(Year 2)

(Year 1)

15Please 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

 

 

 

Signature of officer, director, or trustee

Date

Here

 

 

 

 

 

 

Type or print name and title or authority of signer

 

Form 8734 (Rev. 1-2004)

How to Edit Irs 8734 Form Online for Free

When using the online PDF editor by FormsPal, you're able to fill in or change irs 8734 here and now. The tool is consistently maintained by us, getting awesome features and turning out to be better. Here is what you would have to do to begin:

Step 1: Hit the "Get Form" button in the top section of this webpage to access our tool.

Step 2: When you access the online editor, you will get the document ready to be filled in. In addition to filling out different blank fields, you might also do other sorts of things with the form, such as writing your own textual content, changing the original text, inserting graphics, signing the form, and much more.

This document will need specific details; in order to guarantee correctness, you need to take note of the next suggestions:

1. Start completing the irs 8734 with a group of major fields. Consider all the important information and ensure not a single thing overlooked!

Completing segment 1 of irs form ruling

2. Given that the previous section is completed, you need to insert the needed specifics in from admissions merchandise, charitable, Gross, from, income, interest dividends amounts, taxes by, royalties, acquired, rents, Net income from unrelated business, activities not included in line, Tax revenues levied for your, Other income Attach a schedule Do, and For Paperwork Reduction Act Notice allowing you to progress to the 3rd step.

Filling in section 2 in irs form ruling

When it comes to charitable and activities not included in line, make sure you do everything properly in this section. These are the most important fields in the document.

3. Through this step, check out If you are an organization that, a Enter of amount in column f, b Attach a list showing the name, c Total support for section a test, e Public support line c minus line, b c, d e f, If you are an organization that, a For amounts included in lines, and total amounts received in each, Year, Year, Year, Year, and Year. These will have to be filled in with utmost precision.

The way to fill in irs form ruling step 3

4. All set to complete this fourth part! Here you have all of these c Add Amounts from column f for, and line b total, d Add Line a total e f g h, Public support line c total minus, c d e, g h, Unusual Grants For an, Year, Year, Year, Year, Year, Please list the name and, Name, and Type or print name and title fields to fill in.

irs form ruling conclusion process clarified (step 4)

Step 3: When you've looked once more at the details provided, click on "Done" to finalize your FormsPal process. After getting a7-day free trial account at FormsPal, you'll be able to download irs 8734 or send it via email right off. The PDF will also be readily available through your personal account with all of your changes. FormsPal guarantees safe document tools with no data recording or any type of sharing. Rest assured that your information is safe with us!