Related Organizations and Unrelated Partnerships

Form 990sr: Related Organizations and Unrelated Partnerships

Use Tax Form 990sr: Related Organizations and Unrelated Partnerships as a stand alone tax form calculator to quickly calculate specific amounts for your 2024 tax return. Alternatively you can use one of our Combined Federal and State Tax Estimator to quickly calculate your salary, tax and take home pay.

Related Organizations and Unrelated Partnerships
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)
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) Share of end-ofyear assets	(h) Disproportionate allocations?		(i) Code V—UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
									Yes	No		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) Type of entity (C corp, S corp, or trust)	(f) Share of total income		(g) Share of end-of-year assets	(h) Percentage ownership		(i) Section 512(b)(13) controlled entity?
														Yes	No
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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.														Yes	No
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												1a
b	Gift, grant, or capital contribution to related organization(s)												1b
c	Gift, grant, or capital contribution from related organization(s)												1c
d	Loans or loan guarantees to or for related organization(s)												1d
e	Loans or loan guarantees by related organization(s)												1e
f	Dividends from related organization(s)												1f
g	Sale of assets to related organization(s)												1g
h	Purchase of assets from related organization(s)												1h
i	Exchange of assets with related organization(s)												1i
j	Lease of facilities, equipment, or other assets to related organization(s)												1j
k	Lease of facilities, equipment, or other assets from related organization(s)												1k
l	Performance of services or membership or fundraising solicitations for related organization(s)												1l
m	Performance of services or membership or fundraising solicitations by related organization(s)												1m
n	Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)												1n
o	Sharing of paid employees with related organization(s)												1o
p	Reimbursement paid to related organization(s) for expenses												1p
q	Reimbursement paid by related organization(s) for expenses												1q
r	Other transfer of cash or property to related organization(s)												1r
s	Other transfer of cash or property from related organization(s)												1s
2	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)
(1)
(1)
(1)
(1)
(1)
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) Legal domicile (state or foreign country)	(d) Predominant income (related, unrelated, excluded from tax under sections 512—514)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproportionate allocations?		(i) Code V—UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
					Yes	No			Yes	No		Yes	No
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16)
Part VII Supplemental Information. Provide additional information for responses to questions on Schedule R. See instructions.

Follow us on Facebook to be informed of the latest updates to the US Tax Form Calculator and our popular Tax and Finance Calculators.