Form Schedule R (F 990) Schedule R (F 990) Related Organizations and Unrelated Partnerships

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Related Organizations and Unrelated Partnerships

2008
Open to Public
Inspection

Attach to Form 990. To be completed by organizations that answered “Yes” to Form 990, Part IV, lines 33, 34, 35, 36, or 37.
See Instructions. Use Schedule R-1 if additional space is needed.

Department of the Treasury
Internal Revenue Service

Name of the organization

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Employer identification number

Identification of Disregarded Entities. Complete if the organization answered “Yes” to Form 990, Part IV, line 33.
(A)
Name, address, and EIN of disregarded entity

Part II

Action

OMB No. 1545-0047

SCHEDULE R
(Form 990)

Part I

I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE R (FORM 990), PAGE 1 of 4
MARGINS: TOP 13 mm (1⁄ 2 "), CENTER SIDES.
PRINTS: ONE SIDED
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
FLAT SIZE: 279 mm (11") 3 216 mm (81⁄ 2 ")
PERFORATE: (NONE)
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

(B)
Primary Activity

(C)
Legal Domicile (State
or Foreign Country)

(D)
Total income
($)

(E)
End-of-year assets
($)

(F)
Direct Controlling
Entity

(B)
Primary Activity

(C)
Legal Domicile (State
or Foreign Country)

(D)
Exempt Code section

(E)
Public charity status
(if 501(c)(3))

(F)
Direct Controlling
Entity

Identification of Related Tax–Exempt Organizations
(A)
Name, address, and EIN of related organization

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2008

2
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE R (FORM 990), PAGE 2 of 4
MARGINS: TOP 13 mm (1⁄ 2 "), CENTER SIDES.
PRINTS: ONE SIDED
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
FLAT SIZE: 279 mm (11") 3 216 mm (81⁄ 2 ")
PERFORATE: (NONE)
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Schedule R (Form 990) 2008

Part III

2

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered “Yes” to Form 990, Part IV, line 37.

(A)
Name, address, and EIN of
related organization

Part IV

Page

(B)
Primary activity

(C)
Legal
Domicile
(State or
Foreign
Country)

(D)
Direct Controlling
Entity

(E)
Predominant
income (related,
investment,
unrelated)

(F)
Share of total income
($)

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(G)
Share of end-of-year
assets
($)

(H)
(I)
(J)
Disproportionate Code V-UBI amount on General or
allocations?
Box 20 of K-1
Managing
($)
Partner?

Yes No

Yes No

Identification of Related Organizations Taxable as a Corporation or Trust
(A)
Name, address, and EIN of related organization

(B)
Primary activity

(C)
Legal Domicile
(State or
Foreign
Country)

(D)
Direct Controlling
Entity

(E)
Type of entity
(C corp, S corp,
or trust)

(F)
Share of total income
($)

(G)
Share of
end-of-year
assets
($)

(H)
Percentage
ownership

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Schedule R (Form 990) 2008

2
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE R (FORM 990), PAGE 3 of 4
MARGINS: TOP 13 mm (1⁄ 2 "), CENTER SIDES.
PRINTS: ONE SIDED
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
FLAT SIZE: 279 mm (11") 3 216 mm (81⁄ 2 ")
PERFORATE: (NONE)
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Schedule R (Form 990) 2008

Part V

Page

Transactions With Related Organizations
Yes

a
b
c
d
e

Complete line 1 if any entity is listed in Parts II, III, or IV.
During the tax year did the organization engage in any of the following transactions with one or more related organizations listed in Parts II–IV:
Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity
Gift, grant, or capital contribution to other organization
Gift, grant, or capital contribution from other organization
Loans or loan guarantees to or for other organization
Loans or loan guarantees by other organization

1a
1b
1c
1d
1e

f
g
h
i

Sale of assets to other organization
Purchase of assets from other organization
Exchange of assets
Lease of facilities, equipment, or other assets to other organization

1f
1g
1h
1i

j
k
l
m
n

Lease of facilities, equipment, or other assets from other organization
Performance of services or membership or fundraising solicitations for other organization
Performance of services or membership or fundraising solicitations by other organization
Sharing of facilities, equipment, mailing lists, or other assets
Sharing of paid employees

1j
1k
1l
1m
1n

1

3

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No

1o
1p

o Reimbursement paid to other organization for expenses
p Reimbursement paid by other organization for expenses

1q
q Other transfer of cash or property to other organization
r Other transfer of cash or property from other organization
1r
2 If the answer to any of the above is “Yes,” see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(A)
Name of other organization

(B)
Transaction
type (a–r)

(C)
Amount involved
($)

(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2008

2
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE R (FORM 990), PAGE 4 of 4
MARGINS: TOP 13 mm (1⁄ 2 "), CENTER SIDES.
PRINTS: ONE SIDED
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
FLAT SIZE: 279 mm (11") 3 216 mm (81⁄ 2 ")
PERFORATE: (NONE)
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Schedule R (Form 990) 2008

Part VI

Page

4

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered “Yes” to Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets
or gross revenue) that was not a related organization. See Instructions regarding exclusion for certain investment partnerships.
(A)
Name, address, and EIN of entity

(B)
Primary Activity

(C)
Legal domicile
(state or foreign
country)

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(D)
Are all
partners
501(c)(3)
organizations?

Yes

No

(E)
Share of
End-of-year
assets
($)

(F)
Disproportionate
allocations?

Yes No

(G)
Code V-UBI
amount on Box
20 of K-1
($)

(H)
General or
Managing
Partner?

Yes

No

Schedule R (Form 990) 2008