Form 14414 - Group Rulings Questionnaire Page 2
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Part II - Information About Your Subordinates
7. Do you currently have any subordinates in your group exemption ruling (hereafter “group”)
Yes
No
a. If “yes” to question 7, how many subordinates are currently in your group? The response needs to be in numeric format
8. Indicate under which section(s) of the Internal Revenue Code your subordinates are tax exempt. Check all that apply
Section 501(c)(3)
Section 501(c)(4)
Section 501(c)(5)
Section 501(c)(6)
Section 501(c)(7)
Section 501(c)(8)
Section 501(c)(9)
Section 501(c)(10)
Section 501(c)(14)
Section 501(c)(19)
Don’t know
Other (describe)
9. If you selected Section 501(c)(3) in question 8, indicate the types of foundation or public charity classifications that are represented
by your subordinates. Check all that apply. Skip to question 12 if you did not select section 501(c)(3) in question 8
Section 509(a)(1)
Section 509(a)(2)
Section 509(a)(3)
Section 509(a)(4)
Private foundation
Don’t know
Other (describe)
10. If you selected section 509(a)(1) in question 9, choose the subsection under which your subordinates qualify below. Check all that
apply. Skip to question 11 if you did not select section 509(a)(1) in question 9
Section 170(b)(1)(A)(i)
Section 170(b)(1)(A)(ii)
Section 170(b)(1)(A)(iii)
Section 170(b)(1)(A)(iv)
Section 170(b)(1)(A)(v)
Section 170(b)(1)(A)(vi)
Don’t know
11. If you selected section 509(a)(3) in question 9, choose the type of status that applies to your subordinates below. Check all that
apply. Skip to question 12 if you did not select section 509(a)(3) in question 9
Type I
Type II
Type III
(Functionally Integrated)
Type III
Don’t know
(Non-Functionally Integrated)
12. Are some or all of your subordinates nearly identical to each other in their governance structure, organizational documents and the
types of activities they perform
Yes
Yes
Yes
(all subordinates)
(more than half of the subordinates)
(half or fewer of the subordinates)
No
Don't know
13. Are any of your subordinates organized in a foreign country
Yes
No
Don’t know
a. If "yes" to question 13, list the countries in which your subordinates are organized
14. Do any of your subordinates conduct or support any activities in foreign countries
Yes
No
Don’t know
a. If “yes” to question 14, list the countries in which your subordinates conduct or support activities
15. Do you have a written contract or agreement with any of your subordinates
Yes
No
Don’t know
a. If "yes” to question 15, do you have a written contract or agreement with all of your subordinates
Yes
No
16. Do you have a formal, written set of eligibility criteria for a subordinate to be included in and remain in your group
Yes
No
Don’t know
14414
Catalog Number 59845N
Form
(Rev. 10-2012)
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Parent category: Financial