Form Schedule B (Form 9 Schedule B (Form 9 Schedule of Contributors

11
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I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE B (FORM 990/990-EZ), PAGE 1 of 10
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
TRIM SIZE: 216mm (81⁄ 2 ") x 279mm (11")
PERFORATE: ON FOLD
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Schedule B

Name of the organization

Signature

O.K. to print
Revised proofs
requested

OMB No. 1545-0047

2008

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©

Department of the Treasury
Internal Revenue Service

Attach to Form 990, 990-EZ, and 990-PF.
© See separate instructions.

Employer identification number

Organization type (check one):

Form 990 or 990-EZ

Date

Schedule of Contributors

(Form 990, 990-EZ,
or 990-PF)

Filers of:

Action

Section:
501(c)(

) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation
527 political organization
Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule. (Note. Only a section 501(c)(7), (8), or (10)
organization can check boxes for both the General Rule and a Special Rule. See instructions.)
General Rule
For organizations filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.
Special Rules
For a section 501(c)(3) organization filing Form 990, or Form 990-EZ, that met the 331⁄ 3 % support test of the regulations
under sections 509(a)(1)/170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on Form 990, Part VIII, line 1h or 2% of the amount on Form 990-EZ, line
1. Complete Parts I and II.
For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor,
during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor,
during the year, some contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not aggregate to more than $1,000. (If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
© $
during the year.)
Caution. Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990,
990-EZ, or 990-PF), but they must answer “No” on Part IV, line 2 of their Form 990, or check the box in the heading of their
Form 990-EZ, or on line 2 of their Form 990-PF, to certify that they do not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990. These instructions will be issued separately.

Cat. No. 30613X

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

11
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE B (FORM 990/990-EZ), PAGE 2 of 10
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
TRIM SIZE: 216mm (81⁄ 2 ") x 279mm (11")
PERFORATE: ON FOLD
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

Name of organization

Part I
(a)
No.

Page _____ of _____ of Part I

Employer identification number

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Contributors (see instructions)

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

$

(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution.)

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

11
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE B (FORM 990/990-EZ), PAGE 3 of 10
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
TRIM SIZE: 216mm (81⁄ 2 ") x 279mm (11")
PERFORATE: ON FOLD
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

Name of organization

Part I
(a)
No.

Page _____ of _____ of Part I

Employer identification number

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Contributors (see instructions)

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

$

(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution.)

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

11
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE B (FORM 990/990-EZ), PAGE 4 of 10
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
TRIM SIZE: 216mm (81⁄ 2 ") x 279mm (11")
PERFORATE: ON FOLD
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

Name of organization

Part I
(a)
No.

Page _____ of _____ of Part I

Employer identification number

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Contributors (see instructions)

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

(d)
Type of contribution
Person
Payroll
Noncash

$

(Complete Part II if there is
a noncash contribution.)

(a)
No.

(b)
Name, address, and ZIP + 4

(c)
Aggregate contributions

$

(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution.)

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

11
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE B (FORM 990/990-EZ), PAGE 5 of 10
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
TRIM SIZE: 216mm (81⁄ 2 ") x 279mm (11")
PERFORATE: ON FOLD
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Page _____ of _____ of Part II

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

Name of organization

Part II
(a) No.
from
Part I

Employer identification number

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Noncash Property (see instructions)

(c)
FMV (or estimate)

(b)
Description of noncash property given

(see instructions)

$

(a) No.
from
Part I

/

(c)
FMV (or estimate)

(b)
Description of noncash property given

(see instructions)

$

(a) No.
from
Part I

(see instructions)

$
(a) No.
from
Part I

(see instructions)

$
(a) No.
from
Part I

(see instructions)

$
(a) No.
from
Part I

(see instructions)

$

/

(d)
Date received

/
(c)
FMV (or estimate)

(b)
Description of noncash property given

/

(d)
Date received

/
(c)
FMV (or estimate)

(b)
Description of noncash property given

/

(d)
Date received

/
(c)
FMV (or estimate)

(b)
Description of noncash property given

/

(d)
Date received

/

(c)
FMV (or estimate)

(b)
Description of noncash property given

(d)
Date received

/

(d)
Date received

/

/

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

11
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE B (FORM 990/990-EZ), PAGE 6 of 10
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
TRIM SIZE: 216mm (81⁄ 2 ") x 279mm (11")
PERFORATE: ON FOLD
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Page _____ of _____ of Part II

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

Name of organization

Part II
(a) No.
from
Part I

Employer identification number

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Noncash Property (see instructions)

(c)
FMV (or estimate)

(b)
Description of noncash property given

(see instructions)

$

(a) No.
from
Part I

/

(c)
FMV (or estimate)

(b)
Description of noncash property given

(see instructions)

$

(a) No.
from
Part I

(see instructions)

$
(a) No.
from
Part I

(see instructions)

$
(a) No.
from
Part I

(see instructions)

$
(a) No.
from
Part I

(see instructions)

$

/

(d)
Date received

/
(c)
FMV (or estimate)

(b)
Description of noncash property given

/

(d)
Date received

/
(c)
FMV (or estimate)

(b)
Description of noncash property given

/

(d)
Date received

/
(c)
FMV (or estimate)

(b)
Description of noncash property given

/

(d)
Date received

/

(c)
FMV (or estimate)

(b)
Description of noncash property given

(d)
Date received

/

(d)
Date received

/

/

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

11
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE B (FORM 990/990-EZ), PAGE 7 of 10
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
TRIM SIZE: 216mm (81⁄ 2 ") x 279mm (11")
PERFORATE: ON FOLD
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Page _____ of _____ of Part III

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

Name of organization

Part III

Employer identification number

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Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.)

(a) No.
from
Part I

(b) Purpose of gift

(c) Use of gift

©

$

(d) Description of how gift is held

(e) Transfer of gift

Transferee’s name, address, and ZIP + 4

(a) No.
from
Part I

(b) Purpose of gift

Relationship of transferor to transferee

(c) Use of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee’s name, address, and ZIP + 4

(a) No.
from
Part I

(b) Purpose of gift

Relationship of transferor to transferee

(d) Description of how gift is held

(c) Use of gift

(e) Transfer of gift
Transferee’s name, address, and ZIP + 4

(a) No.
from
Part I

(b) Purpose of gift

Relationship of transferor to transferee

(d) Description of how gift is held

(c) Use of gift

(e) Transfer of gift
Transferee’s name, address, and ZIP + 4

Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

11
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE B (FORM 990/990-EZ), PAGE 8 of 10
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
TRIM SIZE: 216mm (81⁄ 2 ") x 279mm (11")
PERFORATE: ON FOLD
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Page _____ of _____ of Part III

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

Name of organization

Part III

Employer identification number

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Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.)

(a) No.
from
Part I

(b) Purpose of gift

©

$

(d) Description of how gift is held

(c) Use of gift

(e) Transfer of gift

Transferee’s name, address, and ZIP + 4

(a) No.
from
Part I

(b) Purpose of gift

Relationship of transferor to transferee

(c) Use of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee’s name, address, and ZIP + 4

(a) No.
from
Part I

(b) Purpose of gift

Relationship of transferor to transferee

(d) Description of how gift is held

(c) Use of gift

(e) Transfer of gift
Transferee’s name, address, and ZIP + 4

(a) No.
from
Part I

(b) Purpose of gift

Relationship of transferor to transferee

(c) Use of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee’s name, address, and ZIP + 4

Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

11
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE B (FORM 990/990-EZ), PAGE 9 of 10
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
TRIM SIZE: 216mm (81⁄ 2 ") x 279mm (11")
PERFORATE: ON FOLD
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

General Instructions
Section references are to the Internal
Revenue Code unless otherwise noted.

Purpose of Schedule
Schedule B (Form 990, 990-EZ, or
990-PF) is used to provide information
on contributions the organization
reported on:
● Form 990-PF, Return of Private
Foundation, line 1;
● Form 990, Return of Organization
Exempt from Income Tax, Part VIII,
Statement of Revenue, line 1;
● Form 990-EZ, Short Form Return of
Organization Exempt from Income Tax,
line 1.

Who Must File
Every organization must complete and
attach Schedule B to their Form 990,
990-EZ, or 990-PF, unless it certifies
that it does not meet the filing
requirements of this schedule by
answering “No” on Form 990, Part IV,
Checklist of Required Schedules, line 2;
on Form 990-EZ, line H; or on Form
990-PF, line 2. See the separate
instructions for these lines on those
forms.
If an organization is not required to file
Form 990, Form 990-EZ, or Form
990-PF, it is not required to file
Schedule B (Form 990, 990–EZ, or
990–PF).

Accounting Method
When completing Schedule B (Form 990,
990-EZ, or 990-PF), the organization
must use the same accounting method it
checked, either on Form 990, Part XI,
Financial Statements and Reporting, line
1; Form 990-EZ, line G; or Form 990-PF,
line J.

Public Inspection
Schedule B is:
● Open to public inspection for an
organization that files Form 990-PF,
● Open to public inspection for a
section 527 political organization that
files Form 990 or Form 990-EZ, or
● For the other organizations that file
Form 990 or Form 990-EZ, the names
and address of contributors are not
open to public inspection. All other
information, including the amount of
contributions, the description of noncash
contributions, and any other information
provided, will be open to public
inspection unless it clearly identifies the
contributor.

Page

If an organization files a copy of Form
990, or Form 990-EZ, and attachments,
with any state, it should not include its
Schedule B (Form 990, 990-EZ, or
990-PF) in the attachments for the state,
unless a schedule of contributors is
specifically required by the state. States
that do not require the information might
inadvertently make the schedule
available for public inspection along with
the rest of the Form 990 or Form
990-EZ.
See the instructions for Form 990,
Form 990-EZ, and Form 990-PF, for
information on telephone assistance and
the public inspection rules for these
forms and their attachments.

9

Example. A section 501(c)(3)
organization, of the type described
above, reported $700,000 in total
contributions, gifts, grants, and similar
amounts received on Form 990, Part VIII,
line 1h. The organization is only required
to list in Parts I and II of its Schedule B
each person who contributed more than
the greater of $5,000 or 2% of $700,000
($14,000). Thus, a contributor who gave
a total of $11,000 would not be reported
in Parts I and II for this section 501(c)(3)
organization. Even though the $11,000
contribution to the organization was
greater than $5,000, it did not exceed
$14,000.

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Contributors to be
Listed on Part I

A contributor (person) includes
individuals, fiduciaries, partnerships,
corporations, associations, trusts, and
exempt organizations. In addition,
governmental units are contributors for
purposes of section 509(a)(2),
170(b)(1)(A)(iv), and 170(b)(1)(A)(vi)
organizations.

Contributions
Contributions reportable in Schedule B
(Form 990, 990-EZ, or 990-PF) are
contributions, grants, bequests, devises,
and gifts of money or property, whether
or not for charitable purposes. For
instance, political contributions to
section 527 political organizations are
included. Contributions do not include
fees for the performance of services.
See the instructions for Form 990, Part
VIII, line 1, for a fuller discussion of what
constitutes contributions.

General Rule
Unless the organization is covered by
one of the Special Rules below, it must
list in Part I every contributor who,
during the year, gave the organization
directly or indirectly, money, securities,
or any other type of property
aggregating $5,000 or more for the year.
In determining the aggregate amount,
separate and independent gifts of less
than $1,000 may be disregarded.

Special Rules
Section 501(c)(3) organizations that
file Form 990 or Form 990-EZ. For an
organization described in section
501(c)(3) that meets the 331/3% support
test of the regulations under sections
509(a)(1), 170(b)(1)(A)(vi), and not just the
10% support test (whether or not the
organization is otherwise described in
section 170(b)(1)(A)), list in Part I only
those contributors whose contribution of
$5,000 or more is greater than 2% of the
amount reported on Form 990, Part VIII,
line 1h or Form 990-EZ, line 1.

Section 501(c)(7), (8), or (10)
organizations. For contributions to
these social and recreational clubs,
fraternal beneficiary and domestic
fraternal societies, orders, or
associations that were not for an
exclusively religious, charitable, etc.,
purpose, list in Part I, each contributor
who contributed $5,000 or more during
the year, as described under the General
Rule, earlier.
For contributions or bequests to a
section 501(c)(7), (8), or (10) organization
received for use exclusively for religious,
charitable, scientific, literary, or
educational purposes, or for the
prevention of cruelty to children or
animals (sections 170(c)(4), 2055(a)(3), or
2522(a)(3)), list in Part I each contributor
whose aggregate contributions for an
exclusively religious, charitable, etc.,
purpose were more than $1,000 during
the year. To determine the
more-than-$1,000 amount, total all of a
contributor’s gifts for the year
(regardless of amount). For a noncash
contribution, complete Part II.
All section 501(c)(7), (8), or (10)
organizations that listed an exclusively
religious, charitable, etc., contribution in
Part I or II must also complete Part III to
provide further information on such
contributions of more than $1,000 during
the year, and show the total amount
received from such contributions that
were for $1,000 or less during the year.
However, if a section 501(c)(7), (8), or
(10) organization did not receive a
contribution of more than $1,000 during
the year for exclusively religious,
charitable, etc., purposes, and
consequently was not required to
complete Parts I through III, it need only
check the correct Special Rules box
applicable to that organization on the
front of Schedule B and enter, in the
space provided, the total contributions it
received during the year for an
exclusively religious, charitable, etc.,
purpose.

11
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
SCHEDULE B (FORM 990/990-EZ), PAGE 10 of 10
MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES.
PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
TRIM SIZE: 216mm (81⁄ 2 ") x 279mm (11")
PERFORATE: ON FOLD
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

Specific Instructions
Note. You may duplicate Parts I through
III if more copies of these parts are
needed. Number each page of each
part.
Part I. In column (a), identify the first
contributor listed as No. 1 and the
second contributor as No. 2, etc.
Number consecutively. In column (b), list
the contributor’s name and address. In
column (c), enter the amount of
aggregate contributions for the year for
the contributor listed.
In column (d), list the type of
contribution. If a cash contribution came
directly from a contributor (other than
through payroll deduction), check the
“Person” box. A cash contribution
includes contributions paid by cash,
credit card, check, money order,
electronic fund or wire transfer, and
other charges against funds on deposit
at a financial institution.
If an employee’s cash contribution
was forwarded by an employer (indirect
contribution), check the “Payroll” box. if
an employer withholds contributions
from employees’ pay and periodically
gives them to the organization, report
only the employer’s name and address
and the total amount given unless you
know that a particular employee gave
enough to be listed separately.
Check the “noncash” box for any
other contribution of property other than
cash and complete Part II of this
schedule. Check all that apply for the
contributor listed.
For section 527 organizations that file
a Form 8871, Political Organization
Notice of Section 527 Status, the names
and addresses of contributors that are
not reported on Form 8872, Political
Organization Report of Contributions and

Page

Expenditures, do not need to be
reported in Part I if the organization paid
the amount specified by section 527(j)(1).
In this case, enter Pd. 527(j)(1) in
column (b), instead of a name, address,
and zip code; but you must enter the
amount of contributions in column (c).
Part II. In column (a), show the number
that corresponds to the contributor’s
number in Part I. In column (b), describe
the noncash contribution received by the
organization. Note the public inspection
rules discussed earlier.
In columns (c) and (d), report property
with readily determinable market value
(for example, marked quotations for
securities) by listing its fair market value.
If the organization immediately sells
securities contributed to the organization
(including through a broker or agent), the
contribution still must be reported as a
gift of property rather than cash in the
amount of the net proceeds plus the
broker’s fees and expenses. See the
instructions to Form 990, Part VIII, line
1g, which provide an example to
illustrate this point. If the property is not
immediately sold, measure market value
of marketable securities registered and
listed on a recognized securities
exchange by the average of the highest
and lowest quoted selling prices (or the
average between the bona fide bid and
asked prices) on the contribution date.
See Regulations section 20.2031-2 to
determine the value of contributed
stocks and bonds. When fair market
value cannot be readily determined, use
an appraised or estimated value. To
determine the amount of a noncash
contribution subject to an outstanding
debt, subtract the debt from the
property’s fair market value. Enter the
date the property was received by the
organization, if the donor has fully given
up use and enjoyment of the property at
that time.

For more information on noncash
contributions, see the instructions for
Schedule M (Form 990), Noncash
Contributions.
If the organization received a partially
completed Form 8283, Noncash
Charitable Contributions, from a donor,
complete it and return it so the donor
can get a charitable contribution
deduction. Keep a copy for your
records.
Original (first) and successor donee
(recipient) organizations must file Form
8282, Donee Information Return, if they
sell, exchange, consume, or otherwise
dispose of (with or without
consideration) charitable deduction
property (property other than money or
certain publicly traded securities) within
3 years after the date the original donee
received the property.
Part III. Section 501(c)(7), (8), or (10)
organizations that received contributions
or bequests for use exclusively for
religious, charitable, etc., purposes must
complete Parts I through III for those
persons whose gifts totaled more than
$1,000 during the year. Show also, in
the heading of Part III, total gifts to these
organizations that were $1,000 or less
for the year and were for an exclusively
religious, charitable, etc., purposes.
Complete this information only on the
first Part III page.
If an amount is set aside for an
exclusively religious, charitable, etc.,
purpose, show in column (d) how the
amount is held (for example, whether it
is commingled with amounts held for
other purposes). If the organization
transferred the gift to another
organization, show the name and
address of the transferee organization in
column (e) and explain the relationship
between the two organizations.

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