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Part III Technical Requirements (Continued)
8 Is the organization a private foundation?
[.. ] Yes (Answer question 9)
[X] No (Answer question 10 and proceed as instructed.)

 

9 If you answered "Yes" to question 8, does the organization claim to be a private operating foundation?
[.. ] Yes (Complete Schedule E)
[.. ] No
After answering question 9 on this line, go to line 15 on page 7.

 

10 If you answer "No" to question 8, indicate the public charity classification the organization is requesting by checking the box below that most appropriately applies;

THE ORGANIZATION IS NOT A PRIVATE FOUNDATION BECAUSE IT QUALIFIES:

a [.. ] As a church or a convention or association of churches (CHURCHES MUST COMPLETE SCHEDULE A). Sections 509(a)(1) and 170(b)(1)(A)(i)
b [.. ] As a school (MUST COMPLETE SCHEDULE B) Sections 509(a)(1) and 170(b)(1)(A)(ii)
c [.. ] As a hospital or a cooperative hospital service organization, or a medical research organization operated in conjunction with a hospital (MUST COMPLETE SCHEDULE C). Sections 509(a)(1) and 170(b)(1)(A)(iii)
d. [.. ] As a government unit described in section 170(c)(1) Section(509(a)(1) and 170(b)(1)(A)(v)
e [.. ] As being operated solely for the benefit of, or in connection with, one or more of the organizations described in a through d, g, h, or i (MUST COMPLETE SCHEDULE D). Section 509(a)(3)
f [.. ] As being organized and operated exclusively for testing for public safety. Section 509(a)(4)
g [.. ] As being operated for the benefit of a college or university that is owned or operated by a governmental unit. Section 509(a)(1) and 170(b)(1)(A)(iv)
h [X] As receiving a substantial part of its support in the form of contributions from publically supported organizations, from a governmental unit, or from the general public. Section 509(a)(1) and 170(b)(1)(A)(iv)
i [.. ] As normally receiving not more than one-third of its support from gross investment income and more than one-third of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions (subject to certain exceptions). Section 509(a)(2)
j [.. ] The organization is a publicly supported organization but is not sure whether it meets the public support test of block h or block i. The organization would like the IRS to decide the proper classification. Section 509(a)(1) and 170(b)(1)(A)(vi) or Section 509(a)(2)
If you checked one of the boxes a through f in question 10, go to question
15. If you checked box g in question 10, go to questions 12 and 13.
If you checked box h, i, or j, in question 10, go to question 11.