OMB No. 1545-1836

8734 Support Schedule for Advance Ruling Period Form

For tax years beginning , and ending , 20

Department of the Treasury

Internal Revenue Service

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.

Name of organization Employer identification number

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

City or town, state, and ZIP + 4

(Rev. January 2004)

Print

or

type.

See

Specific

Instructions.

( )

Note:

(f) Total

of Years

1 through 5

Calendar year (or fiscal year beginning in)  (b) Year 4 (c) Year 3 (d) Year 2

1

2 Membership fees received

3 Gross 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

5 Net income from unrelated business

activities not included in line 4

Tax revenues levied for your benefit

and either paid to you or expended

on your behalf

6

The 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

7

Other income. Attach a schedule. Do

not include gain (or loss) from sale of

capital assets

8

9 Total of lines 1 through 8

10 Line 9 minus line 3

11 Enter 1% of line 9

Gifts, grants, and contributions

received. (Do not include unusual

grants. See line 14.)

Cat. No. 10010S Form 8734 (Rev. 1-2004)

Room/Suite

● Year 1 should reflect support received as of the date legally organized, unless otherwise specified in the

determination letter.

(a) Year 5

(e) Year 1

(See Note

above.)

● If you did not receive any support for a given year, show financial data for the year by indicating -0- or none.

● Organizations that filed Form 990 or 990-EZ will be able to use information reported on Schedule A, Part IV-A, to

complete this form.

E-mail address

Fax number ( )

For Paperwork Reduction Act Notice, see page 6 of separate instructions.

● Get Schedule A (Form 990 or 990-EZ), Organization Exempt Under Section 501(c)(3), and its separate Instructions before

you complete this form.
Form 8734 (Rev. 1-2004) Page 2

For 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)

For 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:

b

14 Unusual 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.

c

e

f

Add: Amounts from column (f) for lines: 1 2

6

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

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

3 7

g

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

d Add: Line 13a total and line 13b total 

h

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

13c

13d

13e

13g

13h

13f



If you are an organization that normally receives: (1) more than 331⁄3% of your support from contributions, membership fees,

and gross receipts from activities related to your exempt functions, and (2) no more than 331⁄3% 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.

13

Form 8734 (Rev. 1-2004)

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

Here

Type or print name and title or authority of signer

 Signature of officer, director, or trustee Date



15 Please 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:

Phone: Fax Number (if available): ( ) ( )

a

Type or print name and title.

(Year 5) (Year 4) (Year 3) (Year 2) (Year 1)

List the amount of unusual grants excluded for each year below.

(Year 5) (Year 4) (Year 3) (Year 2) (Year 1)

c

d

e

f

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

Add: Amounts from 

column (f) for lines:

4 5

8 12b

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

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

12

Attach 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 

b

12e

12d

12c

12b

12a

12f



If 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