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.)
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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.
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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. |