California Form 3500a - Submission Of Exemption Request

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CALIFORNIA FORM
Submission of Exemption Request
3500A
Exemption Based on Internal Revenue Code (IRC) Section 501(c)(3) Federal Determination Letter
Enclose a copy of the Federal Determination Letter.
California Corporation number/ California Secretary of State file number
FEIN
-
Name of organization as shown in the creating document
Address (suite, room, or PMB no.)
Daytime telephone number
-
(
)
City
State
ZIP Code
-
Name of representative to contact regarding additional requirements or information
Daytime telephone number
-
(
)
Representative’s mailing address (suite, room, or PMB no.)
City
State
ZIP Code
-
Part I — Purpose and Activity
1
Check the organization’s primary purpose and activity as allowed in the federal determination letter:
m
m
m
m
m
Charitable
Educational
Religious
Testing for public safety
School
m
m
m
m
m
Literary
Hospital
Medical center
Credit counseling organization
Qualified sports organization
m
m
m
m
Health care center
Scientific
Church
Prevent cruelty to children or animals
Part II — Entity Information
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m
m
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2
Entity type (check applicable box):
Corporation
Association
Trust
Foreign corporation (State of incorporation) _______________
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3
Does the IRS consider the organization a private foundation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Yes
No
4
When did the organization establish, incorporate, organize, or conduct business in California? . . . . . . . . . . . . . . . . . . . . . . . 4
____ / ____ / ____
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dd
yyyy
5
Provide gross receipts for the current year and the three immediately preceding taxable years in existence . Gross receipts
are defined as the total amounts the organization received from all sources during its annual account period without
subtracting any costs or expenses . If the organization has been in existence for less than one year, provide the projected
amount of gross receipts for the entire year .
Current Year or Projected
Gross Receipts for the three immediately preceding taxable years:
Gross Receipts
From:
From:
From:
From:
To:
To:
To:
To:
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m
6
Has the IRS ever suspended, revoked, or audited the organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Yes
No
If “Yes,” explain _______________________________________________________________________________________________________
Part III — Group Exemption. See instructions .
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7
Is the organization applying for a group exemption? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Yes
No
If “Yes,” attach the federal group determination letter and a list of all California subordinates . Include each subordinate’s name,
corporation number, FEIN, and address .
Mail form FTB 3500A and a copy of the federal determination letter to:
EXEMPT ORGANIZATIONS UNIT, MS F120, FRANCHISE TAX BOARD, PO BOX 1286, RANCHO CORDOVA CA 95741-1286 .
Under penalties of perjury, I declare I have examined this submission for exemption based on the IRC Section 501(c)(3) federal
determination letter, and to the best of my knowledge and belief, it is true, correct, and complete.
_________________________
________________________________________________________
______________________________
DATE
SIGNATURE OF OFFICER OR REPRESENTATIVE
TITLE
FTB 3500A
2012
8091123
C1

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