Internal requests for EO Standard Extract listings must be submitted in writing to the Director, Office of Business Systems Planning, SE:T:BSP and should be signed at no less than the Division Chief level. Requests must state:

Questions regarding the availability of desired data, or the sorting, or output format thereof, may be discussed with analysts within SE:T:BSP, by telephone, prior to formal submission of a request. Requests are normally received by the 15th day of the following month.

Requests for EO Standard Extract listings from sources outside the Service must be submitted in writing to the Director, Office of Business Systems Planning, SE:T:BSP, for appropriate response and processing of the request. Mail label output is not available to sources outside of the Service.

All listings will be furnished on a cost reimbursement basis except upon decision by the MITS that requiring reimbursement would be inappropriate, for example, under the following circumstances:

Upon receipt of a request for a Standard Extract listing from a source outside the Service, SE:T:BSP and MITS will undertake all necessary coordination for approval, including, for example:

Private School Certification Listing is a list of private schools that have/have not certified their compliance with racial nondiscrimination requirements. The listings are produced each December.

It consists of two listings for Dallas sequenced alphabetically by organization name.

Criteria for selecting organizations for the listing are as follows:

The Certification Question is on Schedule A, Part V, Question 35. Answers to the certification question are as follows:

The Group Exemption Roster is designed to serve as a convenient reference and to provide key data in the following areas:

The Group Exemption Roster, Document 6023, is produced semi-annually in February and August. The document contains:

The alphabetic listing will show all accounts with:

At the end of the alphabetic listing, following the last account, is the total number of active central organizations as of the revision date. The numeric listing contains the same organizations in GEN order but will also show the number of subordinate organizations with the same GEN (Number of Local Affiliates or NLA) . This information may be used to reply to inquiries concerning the number of active subordinates with the same GEN. It also contains the parent EIN and GEN.

The roster can be used to identify organizations that may be covered by a group ruling.

The EO Private Foundation Listing is a list of all active BMF accounts with an EO Foundation Code of "02" , "03" , or "04." It is produced each February and is sorted by state, so that each state can be found separately. Within each state, the listing is sorted by Asset Code (high to low), and finally alphabetically. This means that the Asset Code "9’s" will appear first alphabetically, then down to the zeros being last. The Asset Code is printed on the first line of each account on the right-hand side.

At the end of each state, there is a summary of accounts for that state showing the total number of private foundations in that state by Asset Code. We have also included a summary of the Income Codes, even though the Income Code does not show on any listing page. This is for statistical purposes.

Organizations with a Foundation Code " 02," exempt operating foundations, and "03," operating foundation, will have the literal "OP" (operating foundation) reflected in the "Foundation Type" field. Organizations with a Foundation Code "04," non-operating, will show the literal "NO."

The format for the listing and an explanation of the fields is shown in Exhibit 25.7.5–5.

EO Entity in the Ogden Submission Processing Center (OSPC) works the Status 40 Register from an automated system. Hard copies of the register is no longer generated.