Form 199: California Exempt Organization Annual Information Return

Enter the calendar year 2025 or fiscal year beginning (mm/dd/yyyy) and ending (mm/dd/yyyy), the Corporation/Organization name and the California corporation number.

Enter the additional information (see instructions) and the FEIN.

Enter the street address (suite or room), the PMB no., the city, the state and the ZIP code.

Enter the foreign country name, the foreign province/state/county and the foreign postal code.

Mark Yes or No for A First return, B Amended return and C IRC Section 4947(a)(1) trust.

For D Final information return, mark Dissolved, Surrendered (Withdrawn) or Merged/Reorganized and enter the date (mm/dd/yyyy).

For E, check accounting method: (1) Cash, (2) Accrual or (3) Other.

For F Federal return filed, check (1) 990T, (2) 990PF, (3) Sch H (990) or (4) Other 990 series.

Mark Yes or No for G Is this a group filing? See instructions.

Mark Yes or No for H Is this organization in a group exemption. If Yes, enter the parent's name.

Mark Yes or No for I Did the organization have any changes to its guidelines not reported to the FTB? See instructions. For J, if exempt under R&TC Section 23701d, mark Yes or No: has the organization engaged in political activities? See instructions.

Mark Yes or No for K Is the organization exempt under R&TC Section 23701g? If Yes, enter the gross receipts from nonmember sources.

Mark Yes or No for L Is the organization a limited liability company?

Mark Yes or No for M Did the organization file Form 100 or Form 109 to report taxable income?

Mark Yes or No for N Is the organization under audit by the IRS or has the IRS audited in a prior year?

Mark Yes or No for O Is federal Form 1023/1024 pending? Enter the Date filed with IRS.

Enter on line 1 the gross sales or receipts from other sources from Side 2, Part II, line 8, on line 2 the gross dues and assessments from members and affiliates, and on line 3 the gross contributions, gifts, grants, and similar amounts received. For line 4, Total gross receipts for filing requirement test, add line 1 through line 3. This line must be completed. If the result is less than $50,000, see General Information B (checked October 19, 2026).

Add line 1 through line 7. Enter here and on Side 1, Part I, line 1.

Add line 9 through line 17. Enter here and on Side 1, Part I, line 9.

Do not complete Schedule M-1 if the amount on Schedule L, line 13, column (d), is less than $50,000 (checked October 19, 2026).

Add line 1 through line 5. Add line 7 and line 8. Subtract line 9 from line 6.

Signing declares under penalties of perjury that you have examined this return, including accompanying schedules and statements, and that to the best of your knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

Sign on Signature of officer, then enter the Title, Date and Telephone.

Under Paid Preparer's Use Only, enter the Preparer's name, the Preparer's signature, the Date, Check if self-employed, the PTIN, the Firm's name (or yours, if self-employed) and address, the Firm's FEIN and the Telephone.

Mark Yes or No for May the FTB discuss this return with the preparer shown in the Paid Preparer's Use Only section? See instructions.

Form 199 is the California Exempt Organization Annual Information Return for taxable year 2025. Organizations with gross receipts of more than $50,000 and private foundations, regardless of amount of gross receipts, complete Part II or furnish substitute information (checked October 19, 2026).