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Notes |
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EMPLOYER ID NO. |
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NAME OF ORGANIZATION |
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STATE |
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SERVICE CENTER/CYCLE/PAGE/LINE COUNT |
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SELECTION SHEET SAMPLE CODE |
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RETURN YEAR (YY) |
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ACCOUNTING PERIOD (YYMM) |
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FOREIGN ORGANIZATION CODE |
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TYPE OF FDN. CODE |
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CONDITION CODE |
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REJECT CODE |
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507(B)1(A) TERMINATION |
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507(B)1(B) TERMINATION |
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SECTION 4940 CODE |
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PART VII QUESTION 4(A) |
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PART VII QUESTION 5 |
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PART VII QUESTION 9 |
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PART XV OP. FDN. CODE |
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FAIR MARKET VALUE OF ASSETS (PAGE 1) |
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CONTRIBUTIONS,GIFTS, AND GRANTS RECEIVED |
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INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS |
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DIVIDENDS AND INTEREST FROM SECURITIES |
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GROSS RENTS |
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NET GAIN (LOSS) FROM SALE OF ASSETS |
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GROSS PROFIT (LOSS) FROM BUSINESS ACTIVITIES |
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OTHER INCOME (LOSS) |
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TOTAL INCOME (LOSS)-COL. A |
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COMPENSATION OF OFFICERS-COL.A |
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OTHER SALARIES AND WAGES-COL.A |
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PENSION PLANS-COL.A |
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LEGAL FEES-COL.A |
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ACCOUNTING FEES-COL.A |
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OTHER PROFESSIONAL FEES-COL.A |
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INTEREST-COL.A |
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TAXES-COL.A |
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DEPRECIATION & DEPLETION |
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OCCUPANCY-COL.A |
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TRAVEL, CONFERENCES, MEETINGS-COL.A |
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PRINTING AND PUBLICATIONS-COL.A |
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OTHER EXPENSES-COL.A |
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CONTRIBUTIONS,GIFTS,GRANTS PAID-COL.A |
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TOTAL EXPENSES-COL.A |
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EXCESS REVENUE OVER EXPENSES |
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TOTAL INCOME (LOSS)-COL.B |
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TOTAL EXPENSES-COL.B |
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NET INVESTMENT INCOME |
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COMPENSATION OF OFFICERS-COL.D |
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OTHER SALARIES AND WAGES-COL.D |
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PENSION PLANS-COL.D |
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LEGAL FEES-COL.D |
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ACCOUNTING FEES-COL.D |
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OTHER PROFESSIONAL FEES-COL.D |
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INTEREST-COL.D |
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TAXES-COL.D |
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OCCUPANCY-COL.D |
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TRAVEL,CONFERENCES,& MEETINGS-COL.D |
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PRINTING AND PUBLICATIONS-COL.D |
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OTHER EXPENSES-COL.D |
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CONTRIBUTIONS,GIFTS,GRANTS PAID-COL.D |
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TOTAL EXPENSES-COL.D |
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INVESTMENTS-GOV'T OBLIGATIONS-COL.A |
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TOTAL ASSETS-COL.A |
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TOTAL LIABILITIES-COL.A |
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TOTAL FUND BAL./NET WORTH-COL.A |
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CASH-COL.B |
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SAVINGS-COL.B |
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ACCOUNTS RECEIVABLE-COL.B |
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PLEDGES RECEIVABLE-COL.B |
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GRANTS RECEIVABLE-COL.B |
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RECEIVABLES DUE FROM OFFICERS-COL.B |
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OTHER NOTES & LOANS RECVBLE.-COL.B |
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INVENTORIES-COL.B |
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PREPAID EXPENSES-COL.B |
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INVESTMENTS-GOV'T OBLIGAT.-COL.B |
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INVEST.-LAND,BLDGS.& EQUIP.-COL.B |
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INVESTMENTS-MORTGAGE LOANS-COL.B |
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INVESTMENTS-OTHER-COL.B |
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LAND, BLDGS, AND EQUIPMENT-COL.B |
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OTHER ASSETS-COL.B |
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TOTAL ASSETS-COL.B |
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TOTAL LIABILITIES-COL.B |
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TOTAL FUND BAL./NET WORTH-COL.B |
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CASH-COL.C |
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SAVINGS-COL.C |
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ACCOUNTS RECEIVABLE-COL.C |
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PLEDGES RECEIVABLE-COL.C |
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GRANTS RECEIVABLE-COL.C |
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RECVBLS.DUE FROM OFCRS., ETC-.COL.C |
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OTHER NOTES & LOANS RECVBLE.-COL.C |
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INVENTORIES-COL.C |
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PREPAID EXPENSES-COL.C |
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INVESTMENTS-GOV'T OBLIGATIONS-COL.C |
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INVEST.-LAND,BLDGS.,EQUIP.-COL.C |
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INVESTMENTS-MORTGAGE LOANS-COL.C |
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INVESTMENTS-OTHER-COL.C |
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LAND,BLDGS.,EQUIP.-COL.C |
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OTHER ASSETS-COL.C |
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TOTAL ASSETS-COL.C |
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OTHER NET WORTH INCREASES |
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NET WORTH DECREASES |
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AVERAGE PAYOUT RATIO |
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NET INVESTMENT ASSETS (PART V) |
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MULTIPLY LINE 4 BY LINE 3 |
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TAX ON INVESTMENT INCOME |
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LINE 3 MINUS LINE 4 |
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5% OF LINE 5 |
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TAX ON INVESTMENT INCOME |
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INCOME TAX UNDER SUBTITLE A |
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RECOVERIES |
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TRUST INCOME DISTRIBUTIONS |
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DEDUCTIONS FROM DISTRIBUTABLE AMOUNT |
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DISTRIBUTABLE AMOUNT AS ADJUSTED |
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EXPENSES, CONTRIBS, GIFTS, ETC. |
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PROGRAM RELATED INVESTMENTS |
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AMOUNT PAID TO ACQUIRE ASSETS |
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SUITABILITY TEST |
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CASH DISTRIBUTION TEST |
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TOTAL QUALIFYING DISTRIBUTIONS |
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PRIOR EXCESS DISTRIB CARRYOVER |
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DISTRIBUTIONS OUT OF CORPUS |
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REMAINING AMOUNT DISTRIBUTED |
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EXCESS DIST. CARRYOVER APPLIED |
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TOTAL NET CORPUS |
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AMTS. TREATED AS DISTRIBUTIONS |
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EXCESS DIST. CARRYOVER FROM 1988 |
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EXCESS DIST. CARRYOVER TO 1994 |
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DISTRIBUTABLE AMOUNT |
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QUALIFYING DISTRIBUTIONS APPLIED |
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UNDISTRIBUTED INCOME |
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STATUS CODE |
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MODIFIED DATE (ERROR RESOLUTION) |
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NUMBER OF TIMES RECORD IS UPDATED |
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GENERATED SAMPLE CODE |
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CAPITAL GAIN NET INCOME (PART I) |
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CAPITAL GAIN NET INCOME (PART IV) |
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PART VII, QUESTION 11A |
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PART VII, QUESTION 12B |
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ACCOUNTING METHOD |
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INVESTMENTS-CORP. STOCK-COL.A |
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INVESTMENTS-CORP. BONDS-COL.A |
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INVESTMENTS-CORP. STOCK-COL.B |
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INVESTMENTS-CORP. BONDS-COL.B |
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INVESTMENTS-CORP. STOCK-COL.C |
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INVESTMENTS-CORP. BONDS-COL.C |
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APPLIED TO UNDIST.INC.-PRIOR YRS. |
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APPLIED TO UNDIST.INC.-PREVIOUS YR. |
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PART XIVA FILLED OUT? |
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INTEREST-BUSINESS CODE-COL.A |
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INTEREST-AMOUNT-COL.B |
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INTEREST-EXCLUSION CODE-COL.C |
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INTEREST-AMOUNT-COL.D |
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INTEREST-REL/EXEMPT FUNC.INC.-COL.E |
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DIVIDENDS-BUSINESS CODE-COL.A |
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DIVIDENDS-AMOUNT-COL.B |
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DIVIDENDS-EXCLUSION CODE-COL.C |
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DIVIDENDS-AMOUNT-COL.D |
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DIVIDENDS-REL/EXMPT FUNC.INC.-COL.E |
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RENTAL INC. (RE-DF)-BUS. CODE-COL.A |
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RENTAL INC. (RE-DF)-AMOUNT-COL.B |
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RENTAL INC. (RE-DF)-EXC. CODE-COL.C |
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RENTAL INC. (RE-DF)-AMOUNT-COL.D |
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RTL.INC.(RE-DF)-REL/EXM.INC.-COL.E |
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RENTAL INC.(RE-NDF)-BUS.CODE-COL.A |
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RENTAL INC.(RE-NDF)-AMOUNT-COL.B |
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RENTAL INC.(RE-NDF)-EXCL.CODE-COL.C |
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RENTAL INC.(RE-NDF)-AMOUNT-COL.D |
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RTL.INC.(RE-NDF)-REL/EXM.INC.-COL.E |
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RENTAL INC. (PP)-BUS. CODE-COL.A |
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RENTAL INC. (PP)-AMOUNT-COL.B |
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RENTAL INC. (PP)-EXCL. CODE-COL.C |
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RENTAL INC. (PP)-AMOUNT-COL.D |
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RENTAL INC. (PP)-REL/EXM.INC.-COL.E |
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NET GAIN(LOSS)-SOA-BUS. CODE-COL.A |
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NET GAIN(LOSS)-SOA-AMOUNT-COL.B |
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NET GAIN(LOSS)-SOA-EXCL.CODE-COL.C |
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NET GAIN(LOSS)-SOA-AMOUNT-COL.D |
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NET GAIN(LOSS)-SOA-REL/EXM.INC-COL.E |
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GROSS PROF(LOSS)-SOI-BUS. CODE-COL.A |
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GROSS PROF(LOSS)-SOI-AMOUNT-COL.B |
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GROSS PROF(LOSS)-SOI-EXCL.CODE-COL.C |
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GROSS PROF(LOSS)-SOI-AMOUNT-COL.D |
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GR.PROF(LOSS)-SOI-REL/EXM.INC-COL.E |
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SUM-LINES1,2,7,9,11-BUS. CODE-COL.A |
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SUM-LINES1,2,7,9,11-AMOUNT-COL.B |
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SUBTOTAL-AMOUNT- COL.B |
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SUM-LINES1,2,7,9,11-EXC.CODE-COL.C |
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SUM-LINES1,2,7,9,11-AMOUNT-COL.D |
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SUBTOTAL-AMOUNT-COL.D |
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SUM-LINES1,2,7,9,11-RL/EXM.INC-COL.E |
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SUBTOTAL-REL/EXMPT.FUNC.INC.-COL.E |
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INFO RE:TRSFRS/TRNSACTS 1A-C |
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INFO RE:TRSFRS/TRNSACTS 2A |
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ENTER AMOUNT |
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UNDISTRIBUTED INCOME FOR PRIOR YR. |
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NO. OF UNCOMP OFFICERS, ETC. |
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AVERAGE HOURS PER WEEK-EMPL |
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CONTRIB. TO EMPLOYEE BENEFIT PLANS |
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EXPENSE ACCOUNT/ALLOWANCES-EMPL |
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COMPENSATION-EMPL |
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AVERAGE HOURS PER WEEK-EMP2 |
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CONTRIB.TO EMPLOYEE BENEFIT PLNS2 |
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EXPENSE ACCOUNT/ALLOWANCES-EMP2 |
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COMPENSATION-EMP2 |
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AVERAGE HOURS PER WEEK-EMP3 |
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CONTRIB. TO EMPLOYEE BENEFIT PLNS3 |
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EXPENSE ACCOUNT/ALLOWANCES-EMP3 |
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COMPENSATION-EMP3 |
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AVERAGE HOURS PER WEEK-EMP4 |
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CONTRIB TO EMPLOYEE BENEFIT PLNS |
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EXPENSE ACCOUNT/ALLOWANCES-EMP4 |
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COMPENSATION-EMP4 |
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AVERAGE HOURS PER WEEK-EMP5 |
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CONTRIB.TO EMPLOYEE BENEFIT PLNS |
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EXPENSE ACCOUNT/ALLOWANCES-EMP5 |
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COMPENSATION-EMP5 |
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TOTAL NO OF OTHER EMP PAID>$30,000 |
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DATE OF COMPLETED EDIT |
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ADJUSTMENT FIELD-COL.B |
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ADJUSTMENT FIELD-COL.D |
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ADJUSTMENT FIELD-COL.E |
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ADJUSTMENT FIELD-MARGIN |
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REASON FOR REJECT OF |
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REASON FOR ACCEPT CODING RETURN |
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COMMENTS ON EDIT OF RETURN |
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DOCUMENT LOCATOR NUMBER |
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POPULATION COUNT |
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SAMPLE COUNT |
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WEIGHT |
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