Instructions For Form 8872 (Rev. 2014) Page 3

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Check the "Amended report" box if the organization is filing
The aggregate amount of the contributions accepted from
an amended report.
that person during the calendar year as of the end of this
reporting period was at least $200, and
Check the "Final report" box if the organization will not be
required to file Form 8872 in the future.
Any of those contributions were accepted during this
reporting period.
Employer Identification Number (EIN)
Treat contributions as accepted if the contributor has
Enter the correct EIN in the space provided as shown on the
contracted or is otherwise obligated to make the contribution.
Form 8871 the organization filed.
In-kind contributions must be included. These
DO NOT enter social security numbers on Form
contributions may be identified by including “(In-kind)” in the
8872 or on any attachments to this form.
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contributor's name field.
CAUTION
Foreign Address
As an entry on the last page of Schedule A, enter the total
amount of all contributions received from contributors whose
Enter the information in the following order: city or town, state
aggregate contributions were less than $200 and are not
or province, and country. Follow the country's practice for
reported elsewhere. Enter “Aggregate below Threshold”
entering the postal code, if any. Do not abbreviate the
instead of the contributor's name. If filing electronically, also
country name.
enter your organization's address and the last day of the
Lines 5a and 5b
reporting period (for example, Jan. 31); and enter “N/A” for
employer, occupation, and date.
Enter the name and address of the person in possession of
the organization's books and records.
Name of Contributor's Employer
Lines 6a and 6b
If the contributor is an individual, enter the name of the
organization or person by whom the contributor is employed
Enter the name and address of the person whom the public
(and not the name of his or her supervisor). If the individual is
may contact for more information about the organization.
self-employed, enter "Self-employed." If the individual is not
Lines 8a through 8h
employed, enter “Not employed.” If filing electronically and
the contributor is not an individual, enter “N/A.”
Check only one box. See When To File earlier for details on
the types of reports and the periods covered.
Contributor's Occupation
Line 8f. If the organization is filing on a monthly basis, enter
If the contributor is an individual, enter the principal job title or
the month for which this report is being filed. During
position of that contributor. If the individual is self-employed,
even-numbered years, do not check this box to report
enter the principal job title or position of that contributor. If the
October, November, or December activity. Instead, file a
individual is not employed, enter a descriptive title to explain
pre-general election report, post-general election report, a
the individual's status such as “Retired,” “Student,”
year-end report, and check the appropriate box on line 8d,
“Homemaker,” or “Unemployed.” If filing electronically and
8g, or 8h.
the contributor is not an individual, enter “N/A.”
Line 8g. If the organization is filing a pre-election report also
Aggregate Year-to-Date Contributions
indicate the type of election (primary, general, convention,
Enter the total amount of contributions accepted from the
special, or runoff) on line 8g(1), the date of the election on
contributor during this calendar year as of the end of this
line 8g(2), and the state in which the election is held on
reporting period.
line 8g(3).
Amount of Contribution
Line 8h. If the organization is filing a post-general election
report, indicate the date of the election on line 8h(1) and the
If a contributor made more than one contribution in a
state in which the election was held on line 8h(2).
reporting period, report each contribution separately. If the
Line 9
contribution is an in-kind contribution, report the fair market
value of the contribution.
If the organization is required to file Schedule(s) A, enter the
total of all subtotals shown on those schedules. If the
Non-Disclosed Amounts
organization is not required to file Schedule A, enter zero.
As the last entry on Schedule A, list the aggregate amount of
Line 10
contributions that are required to be reported on this
schedule for which the organization does not disclose all of
If the organization is required to file Schedule(s) B, enter the
the information required under section 527(j). Enter
total of all subtotals shown on those schedules. If the
“Withheld” as the contributor's name. If filing electronically,
organization is not required to file Schedule B, enter zero.
enter the organization's address, the date of the report, and
Schedule A—Itemized Contributions
“N/A” for occupation and employer. This amount is subject to
the penalty for the failure to provide all the information
Note. Multiple Schedules A can be filed with any report.
required. See Penalty for details, earlier.
Number each schedule in the box in the top right corner of
Schedule B—Itemized Expenditures
the schedule. Be sure to include both the number of the
specific page and the total number of Schedules A (for
Note. Multiple Schedules B can be filed with any report.
example, "Schedule A, page 2 of 5").
Number each schedule in the box in the top right corner of
The organization must list on Schedule A each contributor
the schedule. Be sure to include both the number of the
from whom it accepted contributions during the calendar year
specific page and the total number of Schedules B (for
if:
example, "Schedule B, page 2 of 10").
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