Request For Exemption - State Of Michigan Page 2
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4MICHIGAN DEPARTMENT OF ATTORNEY GENERAL
REQUEST FOR EXEMPTION
D.
Specific exemptions. Check all that apply to the organization. Additional information and required documentation is listed in the
right column.
See the Key at the end to determine if any additional forms must be filed.
Exemption
Required Documentation
Section I
The exemptions in the following section apply to both COSA and STCPA.
1.
An organization that requests contributions only for the relief
Enter the name, address, and telephone number of the
or benefit of a named individual or family with all fundraising
beneficiary:
conducted by persons who are unpaid for their service.
2.
A Michigan educational institution approved by the Michigan
Provide appropriate documentation from the Michigan
Board of Education. Michigan approval is separate from
Department of Education.
accreditation or other certifications.
A veterans organization incorporated under federal law.
Submit proof of federal charter.
3.
A licensed hospital. Health systems and other affiliates are
4.
not exempt even if they include a licensed hospital.
Provide a copy of the hospital license.
5.
A school booster organization operating with the knowledge
The school booster organization must serve only one school
and approval of an educational institution for the support or
which must be an approved school in Michigan. Provide the
promotion of educational, artistic, musical, or athletic
name of the school and attach documentation of its knowledge
programs or events.
and approval.
Provide explanation and copies of appropriate documentation.
If you merely receive government funding, or you intend to
A governmental unit or instrumentality.
6.
become a governmental instrumentality in the future, the
exemption does not apply to you.
7.
An advocacy or lobbying organization, or an organization
Provide explanation, articles of incorporation, and a copy of
associated with an advocacy organization, political party,
the IRS determination letter.
candidate or committee, that does not have 501(c)(3) status.
8.
A duly constituted religious organization or group affiliated
with and forming an integral part of a religious organization.
Provide explanation and appropriate documentation, including
a copy of the IRS determination letter that states that filing
Note - If the organization's IRS 501(c)(3) determination letter
requires it to file a Form 990, 990-EZ, or 990-N, the
Form 990 is not required.
organization likely does not qualify for this exemption.
9.
An organization that will not have 501(c)(3) status and whose
principal purpose is not charitable but that solicits from time to
time for a charitable purpose.
Provide the IRS determination of tax-exempt status that is not
501(c)(3).
Note - To qualify for this exemption:
·
The organization must not have, or intend to receive,
501(c)(3) status.
If the organization annually files a Form 990 or 990-EZ with
·
All fundraising must be performed by members of the
the IRS, provide a copy.
organization who are not paid for their services.
·
All funds must be wholly used for the purposes for which they
were solicited.
Section II
The exemptions in the following section apply only to COSA.
10.
An organization that confines solicitations to drives solely
among members, directors and their immediate families,
where the general public is not invited to become a member.
Provide an explanation of your membership requirements,
This includes a private foundation for IRS tax purposes that
your solicitation activities, and/or your relationship with
receives contributions solely from incorporators, directors,
expected contributors.
stockholders or their families, or from a sponsoring business.
11.
An organization whose sole source of contributions is a
Enter the name and registration number of the registered
charitable organization registered with this office to solicit
organization:
contributions.
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