Form Schedule I (Form 9 Schedule I (Form 9 Grants and Other Assistance to Organizations, Government

2008 Schedule I (Form 990 & 990EZ),
Grants and Other Assistance to Organizations, Governments and Individuals in the U.S.
Purpose: This is the first circulated draft for your review and comments of the 2008 Form 990
Schedule I (Form 990 & 990-EZ), Grants and Other Assistance to Organizations, Governments,
and Individuals in the U.S.
TPCC Meeting: None, but one may be arranged if requested.
Instructions: The instructions will be circulated at a later date.
Prior Version: None.
Other Products: Circulations of draft tax forms, instructions, notices and publications are
posted at: http://taxforms.web.irs.gov/Circulations/index.htm.
Comments: Please email, fax, call, or mail any comments by March 17, 2008, to me and email
the form’s reviewer, Johnny Cervantes, at [email protected].

Philip A. Millet
Tax Law Specialist
Suite 6242
Tax Forms and Publications
SE: W: CAR: MP: T: T: FP
E-Mail: [email protected]
Phone: (202) 927-9826
Fax: (202) 622-5004

Major Changes-2008 Schedule I (Form 990 & 990-EZ),
Grants and Other Assistance to Organizations, Governments and Individuals in the U.S.
This is major revision of this form. Changes were made as to the type of information requested
on this form as well as placement of data on various lines and pages. All changes were made by
Tax-Exempt and Government Entities-Exempt Organizations Division (TEGE-EO). All changes
have been reviewed by TEGE-EO.

2
TLS, have you
transmitted all R
text files for this
cycle update?

Date

I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE I (FORM 990) PAGE 1 of 3 (PAGE 3 IS BLANK)
MARGINS: TOP 13 mm (1⁄ 2 "), CENTER SIDES.
PRINTS: FACE ONLY
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 I
(Form 990)
Department of the Treasury
Internal Revenue Service

Action

Date

O.K. to print
Revised proofs
requested

1
2

2
3

2008
Open to Public
Inspection

Complete if the organization answered “Yes,” on Form 990, Part IV, lines 2, for any recipient who received more than $5,000.

Employer identification number

f
o
s
a
8
t
0
f
0
a
2
r
/
D /28
3
0

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees’ eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance?
Describe in Part IV the organization’s procedures for monitoring the use of grant funds in the United States.

Part II

1

OMB No. 1545-0047

Grants and Other Assistance to Organizations,
Governments and Individuals in the U.S.

Name of the organization

Part I

Signature

Yes

Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered “Yes” on
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Schedule I-1 if additional space is needed

(a) Name and address of organization
or government

(b) EIN

(c) IRC Code section (d) Amount of cash grant
if applicable

(e) Amount of non-cash
assistance

(f) Method of valuation
(book, FMV, appraisal,
other)

©

(h) Purpose of grant
or assistance

©

Enter total number of 501(c)(3) and government organizations
Enter total number of other organizations

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

(g) Description of
non-cash assistance

No

©

Cat. No. 50055P

Schedule I (Form 990) 2008

2
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE I (FORM 990) PAGE 2 of 2 (PAGE 3 IS BLANK)
MARGINS: TOP 13 mm (1⁄ 2 "), CENTER SIDES.
PRINTS: FACE ONLY
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 I (Form 990) 2008

Part III

(a) Type of grant or assistance

Part IV

Page

2

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered “Yes” on Form 990, Part IV, line 22.
Use Schedule I-1 if additional space is needed.
(b) Number of
recipients

(c) Amount of
cash grant

(d) Amount of
non-cash assistance

(e) Method of valuation (book,
FMV, appraisal, other)

(f) Description of non-cash assistance

f
o
s
a
8
t
0
f
0
a
2
r
/
D /28
3
0

Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.

Schedule I (Form 990) 2008
Printed on Recycled Paper