Form 14414 - Group Rulings Questionnaire Page 3
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17. Do you require subordinates to include specific provisions in their articles, bylaws or other governing instruments before you will add
them to your group
Yes
No
Don’t know
18. Which of the following documents do you require your subordinates to adopt before you will add them to your group? Check all that
apply. Select “N/A” if you do not require your subordinates to adopt any of these documents
Charter
Articles of Incorporation/Organization
Bylaws
Conflict of Interest Policy
N/A
Other (describe)
19. When considering whether to add an organization to your group as a subordinate, which of the following do you require the
organization to give you? Check all that apply. Select “N/A” if you do not require your subordinates to give you any of this
information
Bylaws
Financial statement
Articles of Incorporation/Organization
Membership list
Past information return or notice
Description of activities
Names of directors, trustees and officers
Signed document authorizing inclusion in the group
Compensation of directors, trustees and officers
N/A
Other (describe)
20. How many of your current subordinates have given you an authorization to be included in your group, signed by a duly authorized
officer of each subordinate? Provide an approximate number if exact number is unknown
Don’t know
21. Do you require an organization to pay an application or joining fee before you will add it to your group
Yes
No
22. If "yes" to question 21, which of the following describes your payment procedure? If “No” to question 21, skip to question 25
Fee is the same for all new subordinates
Fee varies
23. If you checked "Fee is the same" in question 22, indicate the dollar amount you require each new subordinate to pay for joining or
applying to join your group. Use whole dollar amounts
Enter amount
24. If you checked "Fee varies” in question 22, describe how you determine the application or joining fees
25. Do you require that all or some of your subordinates pay you annual fees or dues each year
Yes
Yes
Yes
(all subordinates)
(more than half of the subordinates)
(half or fewer of the subordinates)
No
Don't know
a. If "yes” to question 25, how do you determine the amount(s) of your subordinates' fees or dues? Check all that apply
Flat fee
Percent of subordinate membership dues
Percent of subordinate gross receipts
Other (describe)
26. Do you permit an organization to be included in your group if it already has its own determination letter from the Internal Revenue
Service (IRS) recognizing its tax exemption
Yes
No
Don’t know
27. If an organization has its own determination letter when it joins your group, IRS records will only reflect the subordinate's exemption
as a part of your group, and not the determination letter it had prior to joining your group. Do you inform the subordinate that its
individual determination letter will no longer be effective after it is added to your group
Yes
No
Don’t know
14414
Catalog Number 59845N
Form
(Rev. 10-2012)
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Parent category: Financial