Charitable Trust Exemption Form - Office Of The Attorney General 2010 Page 2

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4.
A charitable trust organized and operated exclusively for religious purposes and
administered by a religious association organized under chapter 315 or 317A.
5.
An organization described in section 509(a)(3) of the Internal Revenue Code of
1986 and operated, clauses (2) to (5); a pooled income fund as defined in section
642(c)(5) of the Internal supervised, or controlled by or in connection with one or
more organizations described in Revenue Code of 1986 maintained by an
organization described in clauses (2) to (5); or a charitable remainder annuity trust
or unitrust, as defined in section 664 of the Internal Revenue Code of 1986.
6.
A trust in which the only charitable interest is a contingent interest for which no
charitable deduction has been allowed for Minnesota income, inheritance, or gift
tax purposes or a trust in which not all of the unexpired interests are devoted to
one or more charitable purposes and in which the only charitable interest is an
annuity or an income interest with respect to which a charitable deduction is
allowed the trust under applicable Minnesota income tax laws.
7.
An organization registered with the Attorney General pursuant to Minnesota
Statutes, sections 309.52 and 309.53.
8.
A trust for individual and charitable beneficiaries that is described in section
4947(a)(2) of the Internal Revenue Code of 1986, also known as a split-interest
trust.
9.
A charitable gift, bequest, or devise not held and continued by a private express
trust or corporation even though the gift, bequest, or devise creates a fiduciary
relationship, unless there is no named charitable beneficiary in existence or unless
a named charitable beneficiary elects in a writing filed with the Attorney General
and with the fiduciary to come within the provisions of sections 501B.37 and
501B.38.
We hereby certify that we are duly constituted officers or trustees of the organization or trust and
that the information contained in this verification of exempt status is true and accurate to the best
of our knowledge.
Name
Name
Title
Title
Daytime phone number
Daytime phone number
AG: 482915,v. 01

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