4
Form 4720 (2015)
Page
SCHEDULE E—Initial Taxes on Taxable Expenditures (Section 4945)
Part I
Expenditures and Computation of Tax
(a) Item
(c) Date paid
(e) Description of expenditure and purposes
(b) Amount
(d) Name and address of recipient
number
or incurred
for which made
1
2
3
4
5
(h) Initial tax imposed on foundation
(f) Question number from Form 990-PF, Part VII-B, or
(g) Initial tax imposed on foundation
managers (if applicable)—(lesser of
Form 5227, Part VI-B, applicable to the expenditure
(20% of col. (b))
$10,000 or 5% of col. (b))
Total—Column (g). Enter here and on
Part I, line 4
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Total—Column (h). Enter total (or prorated amount) here and in Part II, column (c),
below
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Part II
Summary of Tax Liability of Foundation Managers and Proration of Payments
(d) Manager’s total tax liability
(b) Item no. from
(c) Tax from Part I, col. (h), or
(a) Names of foundation managers liable for tax
(add amounts in col. (c))
Part I, col. (a)
prorated amount
(see instructions)
SCHEDULE F—Initial Taxes on Political Expenditures (Section 4955)
Part I
Expenditures and Computation of Tax
(e) Initial tax imposed on
(f) Initial tax imposed on
(a) Item
(c) Date paid
managers (if applicable) (lesser
(b) Amount
(d) Description of political expenditure
organization or foundation
number
or incurred
of $5,000 or 2½% of col. (b))
(10% of col. (b))
1
2
3
4
5
Total—Column (e). Enter here and on Part I, line 5 .
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Total—Column (f). Enter total (or prorated amount) here and in Part II, column (c), below .
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Part II
Summary of Tax Liability of Organization Managers or Foundation Managers and Proration of Payments
(d) Manager’s total tax liability
(a) Names of organization managers or
(b) Item no. from
(c) Tax from Part I, col. (f), or
(add amounts in col. (c))
foundation managers liable for tax
Part I, col. (a)
prorated amount
(see instructions)
4720
Form
(2015)