Federal Free Printable 2016 Form 990 (Schedule R) for 2017 Federal Related Organizations and Unrelated Partnerships

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Related Organizations and Unrelated Partnerships
2016 Form 990 (Schedule R)

SCHEDULE R (Form 990) Department of the Treasury Internal Revenue Service OMB No. 1545-0047 Related Organizations and Unrelated Partnerships ▶ 2016 Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37. ▶ Attach to Form 990. ▶ Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990. Open to Public Inspection Employer identification number Name of the organization Part I Identification of Disregarded Entities. Complete if the organization answered “Yes” on Form 990, Part IV, line 33. (a) Name, address, and EIN (if applicable) of disregarded entity (b) Primary activity (c) Legal domicile (state or foreign country) (d) Total income (e) End-of-year assets (f) Direct controlling entity (1) (2) (3) (4) (5) (6) Part II Identification of Related Tax-Exempt Organizations. Complete if the organization answered “Yes” on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year. (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Exempt Code section (e) Public charity status (if section 501(c)(3)) (f) Direct controlling entity (g) Section 512(b)(13) controlled entity? Yes No (1) (2) (3) (4) (5) (6) (7) For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50135Y Schedule R (Form 990) 2016 Page 2 Schedule R (Form 990) 2016 Part III Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered “Yes” on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year. (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Direct controlling entity (e) Predominant income (related, unrelated, excluded from tax under sections 512-514) (f) Share of total income (g) (h) Share of end-of- Disproportionate year assets allocations? Yes No (i) Code V—UBI amount in box 20 of Schedule K-1 (Form 1065) (j) General or managing partner? (k) Percentage ownership Yes No (1) (2) (3) (4) (5) (6) (7) Part IV Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered “Yes” on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year. (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Direct controlling entity (e) (f) Type of entity Share of total (C corp, S corp, or trust) income (g) (h) Share of Percentage end-of-year assets ownership (i) Section 512(b)(13) controlled entity? Yes No (1) (2) (3) (4) (5) (6) (7) Schedule R (Form 990) 2016 Page 3 Schedule R (Form 990) 2016 Part V Transactions With Related Organizations. Complete if the organization answered “Yes” on Form 990, Part IV, line 34, 35b, or 36. Note: Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule. 1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II–IV? a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f g h i j Dividends from related organization(s) . . . . . . . . . . . Sale of assets to related organization(s) . . . . . . . . . . . Purchase of assets from related organization(s) . . . . . . . . Exchange of assets with related organization(s) . . . . . . . . Lease of facilities, equipment, or other assets to related organization(s) k l m n o Lease of facilities, equipment, or other assets from related organization(s) . . . . . . Performance of services or membership or fundraising solicitations for related organization(s) Performance of services or membership or fundraising solicitations by related organization(s) Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . Sharing of paid employees with related organization(s) . . . . . . . . . . . . . p Reimbursement paid to related organization(s) for expenses . q Reimbursement paid by related organization(s) for expenses . r s 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes . . . . . . . . . . . . . . . 1a 1b 1c 1d 1e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1f 1g 1h 1i 1j . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1k 1l 1m 1n 1o . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1p 1q No Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1s If the answer to any of the above is “Yes,” see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. (a) Name of related organization (b) Transaction type (a–s) (c) Amount involved (d) Method of determining amount involved (1) (2) (3) (4) (5) (6) Schedule R (Form 990) 2016 Page 4 Schedule R (Form 990) 2016 Part VI Unrelated Organizations Taxable as a Partnership. Complete if the organization answered “Yes” on Form 990, Part IV, line 37. Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (a) Name, address, and EIN of entity (b) Primary activity (c) (d) (e) Legal domicile Predominant Are all partners (state or foreign income (related, section country) unrelated, excluded 501(c)(3) from tax under organizations? sections 512-514) Yes No (f) Share of total income (g) Share of end-of-year assets (h) (i) Code V—UBI Disproportionate allocations? amount in box 20 of Schedule K-1 (Form 1065) Yes No (j) General or managing partner? (k) Percentage ownership Yes No (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16) Schedule R (Form 990) 2016 Page 5 Schedule R (Form 990) 2016 Part VII Supplemental Information. Provide additional information for responses to questions on Schedule R. See Instructions. Schedule R (Form 990) 2016
Extracted from PDF file 2016-federal-990-schedule-r.pdf, last modified September 2016

More about the Federal 990 (Schedule R) Estate Tax TY 2016

We last updated the Related Organizations and Unrelated Partnerships in May 2017, so this is the latest version of 990 (Schedule R), fully updated for tax year 2016. You can download or print current or past-year PDFs of 990 (Schedule R) directly from TaxFormFinder. You can print other Federal tax forms here.

Other Federal Estate Tax Forms:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
990 (Schedule R) Related Organizations and Unrelated Partnerships
8858 (Schedule M) Transactions Between Foreign Disregarded Entity of a Foreign Tax Owner and the Filer or Other Related Entities
990 (Schedule R-1) Continuation Sheet for Schedule R (Form 990)
941 (Schedule D) Report of Discrepancies Caused by Acquisitions, Statutory Mergers, or Consolidations
990 (Schedule I-1) Continuation Sheet for Schedule I (Form 990)

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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal 990 (Schedule R) from the Internal Revenue Service in May 2017.

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About the Estate Tax

The IRS, and many states, impose an estate tax on the transfer of cash and property between a decedent and their beneficiaries. These taxes generally only apply to estates over a certain size threshold, generally several million dollars, and therefore only affects the largest few percent of estates in the United States.

Historical Past-Year Versions of Federal 990 (Schedule R)

We have a total of six past-year versions of 990 (Schedule R) in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2016 990 (Schedule R)

2016 Form 990 (Schedule R)

Related Organizations and Unrelated Partnerships 2015 990 (Schedule R)

2015 Form 990 (Schedule R)

Related Organizations and Unrelated Partnerships 2014 990 (Schedule R)

2014 Form 990 (Schedule R)

Related Organizations and Unrelated Partnerships 2013 990 (Schedule R)

2013 Form 990 (Schedule R)

Related Organizations and Unrelated Partnerships 2012 990 (Schedule R)

2012 Form 990 (Schedule R)

Related Organizations and Unrelated Partnerships 2011 990 (Schedule R)

2011 Form 990 (Schedule R)


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