Exempt Organization Certificate Form PDF Details

The Exempt Organization Certificate form, specifically the New York State and Local Sales and Use Tax ST-119.2, serves as a crucial document for organizations seeking exemption from sales and use tax within New York State. This comprehensive form requires detailed information about the organization, including its name, contact details, physical and mailing addresses, and the name and title of a primary contact person. In addition to these essentials, the form mandates the provision of the organization's date of formal organization, incorporation details, and its Federal Employer Identification Number (FEIN). Organizations must clarify their exempt status under specific Tax Law sections, such as those for religious, charitable, scientific, educational, or military veteran organizations, by marking the appropriate boxes provided in the form. Furthermore, it inquires about the organization's registration with the Tax Department, its financial dealings, and its involvement in legislative or political activities. Entities also must disclose whether they have received a federal tax exemption and submit corresponding documentation, including a detailed statement of activities, financial statements, and articles of incorporation or organization documents. Completing this form accurately is fundamental for organizations to legally qualify for sales and use tax exemptions, highlighting its importance in the nonprofit sector’s administration and compliance with state tax laws.

QuestionAnswer
Form NameExempt Organization Certificate Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesexempt organization certificate, Statementofassetsandliabilitie, exempt organization certification form, IRC

Form Preview Example

 

New York State and Local Sales and Use Tax

 

 

ST-119.2

 

 

 

 

 

 

 

Application for an Exempt

 

 

 

 

(9/11)

 

Organization Certificate

 

 

 

 

 

 

 

 

 

 

 

State and Local Sales and Use Tax

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of organization

 

 

 

 

Organization’s telephone number

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

Physical address (number and street)

 

 

City

 

 

 

State

ZIP code

 

 

 

 

 

 

 

 

 

Mailing address

 

 

City

 

 

 

State

ZIP code

 

 

 

 

 

 

 

Name and title of person to be contacted (see instructions)

 

Contact person’s telephone number

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

Email address of person to be contacted

 

Contact person’s fax number

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

Date formally organized

 

Date incorporated

Federal employer identiication number

 

 

 

 

 

 

 

 

 

Mark an X in the appropriate box to indicate the Tax Law section under which you are claiming exempt status.

1a

Section 1116(a)(4) – Mark an X in the appropriate box to indicate the purpose for which you are claiming exempt status

(see instructions).

Religious

 

Testing for public safety

 

Prevention of cruelty to children or animals

 

 

Charitable

 

Scientiic

 

Fostering national or international amateur sports competition

 

 

 

 

Educational

 

Literary

 

 

1b

Section 1116(a)(5) – A post or organization organized in New York State of past or present members of the United States armed forces, or an auxiliary unit or society of, or a trust or foundation for, any such post or organization organized in New York State (see instructions).

What percentage of your members are past or present members of the United States armed forces?

 

%

 

What percentage of your members are cadets or are spouses, widows, widowers, ancestors, or lineal

 

 

descendants of past or present members of the United States armed forces or of cadets?

 

%

 

What percentage of your members do not fall within either of the above categories?

 

%

 

1c

1d

1e

If the post or organization has received a federal ruling on its exemption claim, attach a copy of the federal determination letter conirming your Internal Revenue Code (IRC) section 501(c)(19) exemption.

Section 1116(a)(7) – A not-for-proit corporation acting as a health maintenance organization subject to the provisions of

Public Health Law Article 44. You must attach a copy of the certiicate of authority issued by the New York State Health Department.

Section 1116(a)(8) – A cooperative or foreign corporation doing business in this state pursuant to the Rural Electric Cooperative Law.

Section 1116(a)(9) – A credit union, as deined by New York State Banking Law section 2(9), where it is the

purchaser, user, or consumer of services or property, or where it is a vendor of services or property of a kind not ordinarily sold by private persons (see instructions).

2 Are you currently registered for sales tax purposes with the Tax Department?

Yes

If Yes, enter your sales tax Certificate of Authority number

 

.

If you answer Yes to questions 3 through 7, attach an explanation (see instructions).

3Has any distribution of the organization’s property ever been made to shareholders, members, or other

individuals?

Yes

No

No

4 Does any part of the net earnings of the organization go to the beneit of any private shareholder or individual? ....

Yes

No

5 If you marked box 1a, has the organization ever attempted to inluence legislation?

Yes

No

ST-119.2 (9/11) (back)

6If you marked box 1a, has the organization ever participated or intervened, directly or indirectly, in any

political campaign or endorsed or opposed any candidate for public ofice?

Yes

7If you marked box 1a and the organization fosters national or international amateur sports competition,

does it provide any facilities or equipment, either directly or indirectly, to anyone?

Yes

8 Has the organization received an exemption from federal income tax under IRC section 501(c)(3)?

Yes

(If Yes, you must attach a copy of the federal determination letter conirming your IRC section 501(c)(3)

 

exemption.)

 

9If you are a branch or chapter, has your parent organization received an exemption from federal income

tax under IRC section 501(c)(3) that applies to subordinate branches or chapters (see instructions)?

Yes

(If Yes, you must attach a copy of the federal determination letter conirming your IRC section 501(c)(3)

 

exemption.)

 

10Mark an X in the appropriate box to indicate your type of organization (see instructions).

No

No

No

No

Corporation (attach a copy of articles of incorporation, including filing receipt, and bylaws and any amendments to either of them) Trust or foundation (attach a copy of Declaration of Trust and bylaws and any amendments to either of them)

Limited liability company (LLC) (attach a copy of articles of organization and operating agreement and any amendments to either of them)

Credit union (attach a copy of federal or New York State charter)

Other (attach a copy of constitution and bylaws and any amendments to either of them)

11Attach the following to this application (see instructions):

•Statement of activities fully describing all current and proposed activities.

•Statement of receipts and expenditures for your most recent iscal year of operation, clearly relecting the nature and amount of receipts and the purpose and amount of expenditures. (If you have been in existence less than a year, submit a statement of your receipts and expenditures to date, and a proposed budget for the rest of the year.)

•Statement of assets and liabilities as of the end of your most recent iscal year. (If you have been in existence less than a year, your statement should be as of the date of this application).

•Note: Do not attach federal Form 1023, Application for Recognition of Exemption.

•Note: The Tax Department may require the applicant to submit additional documents and information.

Certification: I certify that the above statements are true, complete, and correct, and that no material information has been omitted. I make these statements with the knowledge that willfully providing false or fraudulent information with this document may constitute a felony or other crime under New York State Law, punishable by a substantial ine and possible jail sentence. I also understand that the Tax Department is authorized to investigate the validity of any information entered on this document.

Signature of oficer or trustee

Name and title of oficer or trustee (please print)

Email address of oficer or trustee

Date

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With regards to the blanks of this specific PDF, here's what you need to know:

1. To start off, while filling out the how do i get an exempt organization certificate, start with the form section that has the next fields:

Guidelines on how to prepare IRC stage 1

2. Once your current task is complete, take the next step – fill out all of these fields - What percentage of your members, If the post or organization has, Section a A notforproit, Section a A cooperative or, Section a A credit union as, Are you currently registered for, If Yes enter your sales tax, and If you answer Yes to questions with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

IRC completion process explained (part 2)

3. The following step is normally fairly easy, Has any distribution of the, individuals Yes, Does any part of the net earnings, and If you marked box a has the - every one of these empty fields will have to be filled out here.

Does any part of the net earnings, Has any distribution of the, and If you marked box a has the in IRC

Many people often make mistakes while filling out Does any part of the net earnings in this area. Remember to read twice whatever you type in here.

4. To move ahead, the following part requires filling in a couple of form blanks. Examples include If you marked box a has the, political campaign or endorsed or, If you marked box a and the, does it provide any facilities or, Has the organization received an, If Yes you must attach a copy of, exemption, If you are a branch or chapter, tax under IRC section c that, exemption, Mark an X in the appropriate box, Corporation attach a copy of, Limited liability company LLC, Attach the following to this, and Statement of activities fully, which you'll find essential to going forward with this form.

How one can fill in IRC step 4

5. Since you come near to the final parts of the form, you will find a few extra requirements that need to be fulfilled. Particularly, Signature of oficer or trustee, Date, Name and title of oficer or, and Email address of oficer or trustee must all be filled in.

Step # 5 of completing IRC

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