Application Exemption PDF Details

Navigating the complexities of achieving tax-exempt status in California involves a thorough understanding of the Application Exemption Form 3500. This form serves as a critical tool for organizations striving to obtain exemption from California state taxes. It requests detailed information about an organization, including its name, contact details, and structural specifics, such as whether it operates as a foreign corporation, trust, or limited liability company. The form meticulously probes the organization's tax-exempt status with the Internal Revenue Service, its intent to apply for a group exemption, and its operational structure, including questions about governance, financial activities, and fundraising efforts. Moreover, it explores the organization's past activities, planned future endeavors, and any properties or intellectual assets under its wing. The meticulous completion of this form is a prerequisite not only to ascertain eligibility but also to ensure that potential delays or denials are preemptively addressed. The review process takes into account previously filed information with the Franchise Tax Board and requires a comprehensive narrative of the organization’s purposes and activities, alongside detailed financial data. This careful scrutiny underscores the form’s pivotal role in aligning organizational operations with the criteria set forth for tax-exempt status in California.

QuestionAnswer
Form NameApplication Exemption
Form Length20 pages
Fillable?No
Fillable fields0
Avg. time to fill out5 min
Other namesapplication exemption fillable, responsibility unable, application exemption marketplace, application exemption online

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CALIFORNIA FORM

 

 

 

 

 

 

 

 

Exemption Application

 

 

 

 

3500

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Organization Information

 

 

 

 

 

 

 

California corporation number/California Secretary of State file number

FEIN

 

 

 

 

 

 

 

 

 

 

Name of organization as shown in the organization’s creating document

 

Web address

 

 

 

 

 

 

 

 

 

Street address (suite, room, or PMB no.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

State

 

ZIP code

 

 

 

 

 

 

 

 

 

 

Telephone

 

Second telephone

 

Fax

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Representative Information

 

 

 

 

 

 

 

Name of representative

 

Email address

 

 

 

 

 

 

 

 

Street address (suite, room, or PMB no.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

State

 

ZIP code

 

 

 

 

 

 

 

 

 

 

Telephone

 

Second telephone

 

Fax

 

 

 

 

 

 

 

 

 

 

 

 

 

 

General Questions

 

 

 

 

 

 

 

Part I

Organizational Structure

 

 

 

 

 

 

 

If the listed documents are not provided, the organization’s request for exemption will be delayed, or denied . Copies are acceptable .

1

.Is this a foreign corporation?

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

.□. .Yes. . 1

□No

 

 

See General Information F, Foreign Corporations .

 

 

 

 

2

Is this a trust?

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

□Yes

□No

 

See General Information H, Trusts .

 

 

 

 

3

Is this a limited liability company (LLC)?

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

.□. Yes. . .

□. .No

 

See General Information I, Limited Liability Companies .

 

 

 

 

a Is the parent organization a nonprofit organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . □. .Yes. . .□. No. . . . . . .

If “Yes,” enter parent’s employer identification number (EIN) ___________________

If “No,” STOP, the LLC does not qualify for California tax-exempt status .

4 Are you currently tax-exempt with the Internal Revenue Service? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . □. Yes. . . .□. No. . . . . . .

5 Are you applying for group exemption? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . □. . Yes. . . . □. 5No See General Information L, Group Exemption .

Mail form FTB 3500 to: EXEMPT ORGANIZATIONS UNIT MS F120, FRANCHISE TAX BOARD, PO BOX 1286, RANCHO CORDOVA, CA 95741-1286 .

Under penalties of perjury, I declare that I have examined this application, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete.

DATE

SIGNATURE OF OFFICER OR REPRESENTATIVE

TITLE

7221213

FTB 3500 2021 Side 1

If “No,” explain why the organization is not planning any activities .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Organization name: __________________________

Corp number/CA SOS file number:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part II Narrative of Activities

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

Was the organization’s California tax-exempt status previously revoked?

. . . . . . . . . . . . . . . . . . . . .

. . . . . . .

. . □. Yes. .

.

.□. No. . . . . 1

 

If “No,” the organization may qualify to file form FTB 3500A, Submission of Exemption Request . For more information, get form FTB 3500A .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2

Enter the California Revenue and Taxation Code (R&TC) section that best fits the organization’s purpose/activity

 

 

 

 

 

 

 

 

 

 

 

 

See the Exempt Classification Chart on page 6

. . . . . . . . . . . . . . . . . . . . .

. . R&TC. . . . Section. . . . 23701. . . .

. . 2

 

 

 

 

 

 

 

 

 

 

 

 

 

3

Enter the date the organization formed

. . . . . . . . . . . . . . . . . . . . .

. . . . . ./ .

. .

. / . .

. . . . . . 3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

mm /

dd

/

 

yyyy

4What is the organization’s annual accounting period ending?

(must end on the last day of the calendar or fiscal year) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 . . . . . / . . . . . . . . .

mm / dd

5What is the primary purpose of the organization?

 

 

 

 

 

 

 

6

Is the organization currently conducting, or plan to conduct activities?

. 6. .

□. .Yes. . . □. No

 

If “Yes,” enter the date the activities began, or will begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . /.

. .

. ./

 

mm /

dd

 

/

yyyy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Side 2 FTB 3500 2021

7222213

 

 

 

 

Organization name: __________________________

Corp number/CA SOS file number:

Part II Narrative of Activities (continued)

7Describe the organization’s past, present, and planned activities below. Do not merely refer to or repeat the language in the organizational document . List each activity separately, in the order of importance based on the relative time and other resources devoted to the activity. Indicate the percentage of time for each activity. Each description should include a:

a Detailed description of the activity, including its purpose and how it furthers the organization’s exempt purpose . b Detailed description of when the activity was or will be initiated .

c Detailed description of where and by whom the activity will be conducted .

7223213

FTB 3500 2021 Side 3

 

 

 

 

Organization name: __________________________

Corp number/CA SOS file number:

Part III Financial Data

1a Has the organization filed the Form 199, California Exempt Organization Annual Information Return, for the current

and prior years?

1a □Yes

□No

b Has the organization filed the FTB 199N, California e-Postcard, for the current and prior years?

. . . □1bYes

□No

We will review information reported on previously filed Form 199 to determine exemption eligibility. If the FTB 199Ns were filed or no returns were filed, attach a detailed income and expense statement for the current year and three previous years . If you are not yet active, attach a proposed budget covering the next four years .

Part IV Officers, Directors, and Trustees

1List names, titles, and mailing addresses of all officers, directors, and trustees whether or not compensation is or will be paid . For each person listed, state their total annual compensation, or proposed compensation, for all services to the organization, whether as an officer, employee, or other position . Use actual figures, if available . Enter “none” if no compensation is or will be paid . If additional space is needed, attach a separate sheet .

Name

Title

Mailing Address

Compensation Amount (annual actual or estimated)

2Will any incorporator, founder, board member or other person(s) or entity:

 

a Share any facilities with the organization?

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. a.

. □. Yes. .

. .□. No

 

b Rent, sell, or transfer property to this organization?

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

b

□Yes

□No

 

c Be compensated for services other than performing as a board member or employee?

.

c

□Yes

□No

 

 

 

 

 

 

 

 

 

 

 

 

Part V

History

 

 

 

 

 

 

 

 

 

 

 

 

 

 

. . . . .

1 Has the organization been issued any previous California ID number?

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. .□. Yes. .

. □. .No.

 

 

 

 

 

 

 

 

 

2

Was this organization’s exemption previously revoked by the Internal Revenue Service?

. □. .Yes. .

. □. No. . 2

 

If “Yes,” enter date revoked

 

 

 

 

mm

/

 

dd

/

 

yyyy

 

Part VI

Fund Raising

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

Does or will the organization participate in fund-raising activities? . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . .

.

.

. .□. .Yes. □. 1No. .

 

If “Yes,” check all the fund-raising programs the organization conducts, or will conduct .

 

 

 

 

 

 

 

 

 

□ Mail solicitations

□ Phone solicitations

 

 

 

 

 

 

 

 

 

□ Email solicitations

□ Accept donations on the organization’s website

 

 

 

 

 

 

 

 

 

□ Personal solicitations

□ Receive donations from another organization’s website

 

 

 

 

 

 

□ Vehicle, boat, plane, or similar donations

□ Government grant solicitations

 

 

 

 

 

 

 

 

 

□ Foundation grant solicitations

□ Other - Attach description

 

 

 

 

 

 

 

 

Side 4 FTB 3500 2021

7224213

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Organization name: __________________________

Corp number/CA SOS file number:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part VII Specific Activities

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

Does the organization conduct any gaming activities (bingo, raffles, etc .) .

. . . . . . . . . . . . . . . . . . . . . . .

. . .

. . . . . . . . .

.

. .

.

. .

.

 

1 □Yes □No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2

Does the organization lease property from others?

. . . . . . . . . . . . . . . . . .

. .

. . . . .

. . .

.

.

.

.

. .

 

. . .□. Yes. . . .

□. . No. 2

 

If “Yes,” attach copy of lease agreement .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3

Does the organization lease property to others?

. . . . . . . . . . . . . . . . . . . . . . .

.

.

.

.

.

.

. . □. Yes. . .

.□. No

 

If “Yes,” attach copy of lease agreement .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

Does or will the organization publish, sell, or distribute any literature? . . .

. . . . . . . . . . . . . . . . . . . . . .

. . .

. . . . . .

. . .

.

. .

.

. .

.

.

4 □Yes

□No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5

Does or will the organization own, or have rights in music, literature, tapes, artworks, choreography, scientific discoveries,

 

 

 

 

 

 

. . □. Yes. . .

.□. No

 

or other intellectual property?

. . . . . . . . . . . . . . . . . . . . . . .

.

.

.

.

.

.

6Does or will the organization accept contributions of real property, conservation easements, closely held securities, intellectual

property such as patents, trademarks, and copyrights, works of music or art licenses, royalties, automobiles, boats, planes, or

other vehicles, or collectibles of any type? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . □. Yes. . . .□. No. . . . . . .

7Does or will the organization operate outside of the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .□. Yes. . . □. .No. . . . . . .

7225213

FTB 3500 2021 Side 5

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You have to provide the following details in order to prepare the file:

writing exemption shared responsibility stage 1

Complete the General Questions Part I, Is this a foreign corporation, See General Information F Foreign, Is this a trust, Yes, See General Information H Trusts, Is this a limited liability, Yes, See General Information I Limited, a Is the parent organization a, Yes, If Yes enter parents employer, Are you currently taxexempt with, Yes, and Are you applying for group areas with any content that is required by the platform.

exemption shared responsibility General Questions Part I, Is this a foreign corporation, See General Information F Foreign, Is this a trust, Yes, See General Information H Trusts, Is this a limited liability, Yes, See General Information I Limited, a Is the parent organization a, Yes, If Yes enter parents employer, Are you currently taxexempt with, Yes, and Are you applying for group blanks to fill

You may be demanded specific valuable particulars so that you can fill up the Organization name, Corp numberCA SOS file number, Part II Narrative of Activities, Was the organizations California, Yes, If No the organization may qualify, Enter the California Revenue and, Enter the date the organization, yyyy, What is the organizations annual, What is the primary purpose of the, Is the organization currently, and Yes segment.

exemption shared responsibility Organization name, Corp numberCA SOS file number, Part II Narrative of Activities, Was the organizations California, Yes, If No the organization may qualify, Enter the California Revenue and, Enter the date the organization, yyyy, What is the organizations annual, What is the primary purpose of the, Is the organization currently, and Yes fields to fill

The area If Yes enter the date the, If No explain why the organization, mm dd, and yyyy should be where you can insert all parties' rights and obligations.

part 4 to filling out exemption shared responsibility

Finalize by analyzing these areas and submitting the pertinent details: Organization name, Corp numberCA SOS file number, Part II Narrative of Activities, Describe the organizations past, and a Detailed description of the.

exemption shared responsibility Organization name, Corp numberCA SOS file number, Part II Narrative of Activities, Describe the organizations past, and a Detailed description of the fields to fill out

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Step 4: To avoid all of the headaches in the long run, be sure to generate around a couple of copies of the form.

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