The California 3500 form is an exemption application used by organizations seeking tax-exempt status in California. This form requires detailed information about the organization, including its structure, activities, and financial data. Completing this form accurately is essential for organizations to secure their tax-exempt status; start filling it out by clicking the button below.
The California 3500 form serves as an essential application for organizations seeking tax-exempt status in the state. It requires detailed information about the organization, including its structure, activities, and financial data. Applicants must provide their California corporation number or Secretary of State file number, as well as their Federal Employer Identification Number (FEIN). The form also collects contact information for a designated representative, ensuring clear communication throughout the exemption process. Key sections of the form address the organizational structure, asking whether the entity is a foreign corporation, trust, or limited liability company. Additionally, it inquires about the organization's current tax-exempt status with the Internal Revenue Service and whether it is applying for group exemption. The narrative portion of the application requires organizations to outline their past, present, and planned activities in detail, emphasizing how these activities align with their exempt purposes. Financial data, including previous filings and compensation for officers, directors, and trustees, must also be disclosed. Lastly, the form includes questions about fundraising activities and any specific operational plans, such as leasing property or conducting gaming activities. Completing the California 3500 form accurately is crucial, as incomplete submissions can lead to delays or denials in obtaining tax-exempt status.
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
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
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
Organization name: __________________________
Corp number/CA SOS file number:
Part II Narrative of Activities
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 .
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
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . /.
. ./
Side 2 FTB 3500 2021
7222213
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
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
b Has the organization filed the FTB 199N, California e-Postcard, for the current and prior years?
. . . □1bYes
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
c Be compensated for services other than performing as a board member or employee?
c
Part V
History
. . . . .
1 Has the organization been issued any previous California ID number?
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. .□. Yes. .
. □. .No.
Was this organization’s exemption previously revoked by the Internal Revenue Service?
. □. .Yes. .
. □. No. . 2
If “Yes,” enter date revoked
mm
Part VI
Fund Raising
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
Part VII Specific Activities
Does the organization conduct any gaming activities (bingo, raffles, etc .) .
. . . . . . . . . . . . . . . . . . . . . . .
. . .
. . . . . . . . .
1 □Yes □No
Does the organization lease property from others?
. . . . . . . . . . . . . . . . . .
. . .□. Yes. . . .
□. . No. 2
If “Yes,” attach copy of lease agreement .
Does the organization lease property to others?
. . □. Yes. . .
.□. No
4
Does or will the organization publish, sell, or distribute any literature? . . .
. . . . . . . . . . . . . . . . . . . . . .
4 □Yes
5
Does or will the organization own, or have rights in music, literature, tapes, artworks, choreography, scientific discoveries,
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. . . . . . .
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FTB 3500 2021 Side 5
Schedule 1
Section A R&TC Section 23701a – Labor, agricultural, or horticultural organization
1 Are any services to be performed for members? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. . .□. Yes. . . . □. . No If “Yes,” explain .
Is the organization formed as a cooperative?
If “Yes,” provide a copy of the federal exemption letter showing exemption under IRC Section 501(c)(5)
2 □Yes □No
Section B R&TC Section 23701b – Fraternal societies, orders, or associations, etc. (Lodge system with benefits)
Operating under the lodge system means carrying on activities under a form of organization that comprises local branches called lodges, chapters, or the like, that are largely self-governing and chartered by a parent organization .
1 Is the organization a college fraternity or sorority or a chapter of a college fraternity or sorority? . . . . . . . . . . . . . . . . . . . . . . . 1 □Yes □No
If “Yes,” college fraternities and sororities generally qualify as organizations described in R&TC Section 23701g .
For more information, get FTB Pub 1077, Guidelines for Social and Recreational Organizations . If R&TC Section 23701g appears to apply, do not complete Section B . Go to Section G on Schedule 3, Social and recreational organization .
2Does the organization operate, or plan to operate under the lodge system or for the exclusive benefit of the members of
the lodge system?
. . . . . 2
Is the organization a subordinate of a national or state level organization?
. . . . 3.
. □. No
If “Yes,” attach a certificate signed by the secretary of the parent organization certifying that the subordinate is a duly
constituted body operating under the jurisdiction of the parent body.
Is the organization a parent or grand lodge?
. . . . . 4
5Describe the types of benefits (life, sick, accident, or other benefits) paid, or to be paid, to members .
Section L R&TC Section 23701l – Fraternal beneficiary societies, orders, or associations, etc. (Lodge system with no benefits)
Operating under the lodge system means carrying on activities under a form of organization that comprises local branches (called lodges, chapters, or the like) that are largely self-governing and chartered by a parent organization .
1 Is the organization a college fraternity or sorority, or a chapter of a college fraternity or sorority? . . . . . . . . . . . . . . . 1. . □. .Yes. . . □No
For more information, get FTB Pub 1077, Guidelines for Social and Recreational Organizations . If R&TC Section 23701g appears to apply, do not complete Section L . Go to Section G on Schedule 3, Social and recreational organization .
2Does the organization operate or plan to operate under the lodge system or for the exclusive benefit of the members of
a lodge system?
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. .
.□. .Yes. . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
. □. .Yes. . . □. No
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Side 6 FTB 3500 2021
7226213
Schedule 2
Section D R&TC Section 23701d – Religious, charitable, scientific, literary, or educational organization
1Check the box(es) below that best describes the organization .
□ Charitable
□ Educational
□ Credit Counseling
□ Synagogue
□ School
□ Testing for public safety
□ Church
□ Literary
□ Hospital, Medical Center
□ Temple
□ Scientific
□ Qualified sports organization
□ Mosque
□ Religious
□ Prevent cruelty to children or animals
2Has the organization received or expect to receive 10% or more of its assets from any organization or group of affiliated organizations (affiliated through stockholding, common ownership, or otherwise), any individuals, or members of a family
group (brother or sister whether whole or half blood, spouse/RDP, ancestor or lineal descendant)?
Does the organization attempt to influence legislation?
3. . .
□. Yes. . . .
□. . No
4Does the organization support or oppose candidates in political campaigns in any way? . . . . . . . . . . . . . . . . . . . . 4. . □. Yes. . . .□. No.
5Does the organization hold, or plan to hold, 10% or more of any class of stock or 10% or more of the total combined
voting power of stock in any corporation?
. 5. .
.□. .Yes.
a
Does the organization operate as a church, mosque, synagogue, or temple?
.6a. .
.□. .Yes
If “Yes,” complete Schedule 2A, Churches .
Is the organization’s main function to provide hospital or medical care?
6b
If “Yes,” complete Schedule 2B, Hospitals .
Is the organization a credit counseling organization?
6c
If “Yes,” complete Schedule 2C, Credit Counseling Organizations .
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FTB 3500 2021 Side 7
Schedule 2A – Churches
Complete Schedule 2A only if the organization answered “Yes” to Specific Section D, Question 6a .
1Check the box that best describes the organization .
□Church □Mosque □Synagogue
□Temple
Has a place of worship been established?
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . □. Yes. . . .□. No
If “Yes,” at what address? Who is the legal owner of the property? Other property use?
If “No,” explain where religious services are held .
3 Does the organization have a regular congregation or conduct religious services on a regular basis?. . . . . . . . . . . . . . . . . . . . 3 □Yes □No If “Yes,” how many usually attend the regular worship services? How often are religious services held?
If “No,” explain .
4Explain the background and training of the religious leaders .
5Will income be received from incorporators, ministers, officers, directors, or their families? . . . . . . . . . . . . . . . . . . . . □. Yes. . . .□. No5 If “Yes,” explain, including dollar amounts received .
Will any founder, member, or officer take a vow of poverty? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .□. Yes. . . □. .No
If “Yes,” explain .
7Will any founder, member, or officer transfer personal assets to this organization, like a home, automobile, furnishings,
business, or recreational assets, etc ., that will be made available for the personal use of the donors? . . . . . . . . . . . . . . . □. .Yes. . 7□No If “Yes,” explain .
Side 8 FTB 3500 2021
Schedule 2A Churches continued
7228213
Schedule 2A – Churches (continued)
8Will any founder, member, or officer assign or donate income to the organization that will be used to pay their own personal salary, living allowance, or that will result in any other personal benefit (such as food, medical expenses, clothing,
insurance, etc .)?
8 □Yes □No
9
Does the organization have a written creed, statement of faith, or summary of beliefs?
9 □Yes □No
10
Do the religious leaders conduct baptisms, weddings, funerals, etc .?
10. . . .□Yes □No
11
Does the organization ordain, commission, or license ministers or religious leaders?
11 □Yes □No
If “Yes,” describe .
7229213
FTB 3500 2021 Side 9
Schedule 2B – Hospitals
Complete Schedule 2B only if the organization answered “Yes” to Specific Section D, Question 6b . Attach a statement to explain any answers .
Are all the doctors in the community eligible for staff privileges?
If “No,” give the reasons why and explain how the medical staff is selected .
2a Does or will the organization provide medical services to all individuals in the community who can pay for themselves
or have private health insurance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a. . . □. Yes. . . □. .No. . . . . . .
bDoes or will the organization provide medical services to all individuals in the community who participate in
Medicare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . □. Yes. . . .□. No. . . . . . .
3a Does or will the organization require persons covered by Medicare or Medicaid to pay a deposit before receiving
services?
3a
b Does the same deposit requirement, if any, apply to all other patients?
3b
Does or will the organization maintain a full-time emergency room?
4a
If “No,” explain why the organization does not maintain a full-time emergency room . Also, describe any emergency
services provided .
Does the organization have a policy on providing emergency services to persons without apparent means to pay? . . . .
4b. .
If “Yes,” provide a copy of the policy.
cDoes the organization have any arrangements with police, fire, and voluntary ambulance services for the delivery
or admission of emergency cases?
.□. Yes. . 4c □No
If “Yes,” describe the arrangements, including whether they are written or oral agreements . If written, submit copies of
all such agreements .
Does the organization provide for a portion of the organization’s services and facilities to be used for charity patients? . . .
5a
If “Yes,” answer question 5b through question 5e .
Explain the organization’s policy regarding charity cases, including how the organization distinguishes between charity
care and bad debts . Submit a copy of the written policy.
Provide data on the organization’s past experience in admitting charity patients, including the amounts expended for
treating charity care patients and types of services provided to charity care patients .
d
Describe any arrangements with federal, state, or local governments or government agencies for paying for the cost
of treating charity care patients . Submit copies of any written agreements .
e
Does the organization provide services on a sliding fee schedule depending on financial ability to pay?
5e
If “Yes,” submit the sliding fee schedule .
Does or will the organization carry on a formal program of medical training or medical research?
6a
If “Yes,” describe such programs, including the type of programs offered, the scope of such programs, and affiliations
with other hospitals or medical care providers with which the organization carries on the medical training or research
programs .
Does or will the organization carry on a formal program of community education?
.□. Yes6b
with other hospitals or medical care providers with which the organization offers community education programs .
Schedule 2B Hospitals continued
Side 10 FTB 3500 2021
Completing the California 3500 form is an essential step for organizations seeking tax-exempt status. This form collects important information about the organization, its activities, and its financial data. Below are the steps to fill out the form accurately.
After completing all sections, review the form for accuracy. Ensure all required documents are attached. Once finalized, mail the form to the Exempt Organizations Unit at the specified address. Be sure to keep a copy for your records.
The California 3500 Form is an Exemption Application used by organizations seeking tax-exempt status in California. This form collects essential information about the organization, including its structure, activities, and financial data. It is crucial for organizations to complete this form accurately to avoid delays or denials in their exemption request.
Any organization in California that wishes to obtain tax-exempt status must file the California 3500 Form. This includes various types of entities such as corporations, trusts, and limited liability companies (LLCs). If the organization is already tax-exempt with the IRS, it still needs to apply for California exemption using this form.
The form requires detailed information, including:
Incomplete submissions may lead to delays in processing.
Organizations must mail the completed California 3500 Form to the Exempt Organizations Unit at the Franchise Tax Board. The address is:
EXEMPT ORGANIZATIONS UNIT MS F120, FRANCHISE TAX BOARD, PO BOX 1286, RANCHO CORDOVA, CA 95741-1286.
If an organization’s tax-exempt status has been revoked, it must disclose this on the California 3500 Form. The organization may need to provide additional information to demonstrate compliance with tax regulations before being granted exemption again.
Yes, organizations can apply for group exemption using the California 3500 Form. This applies to entities that are part of a larger parent organization that holds tax-exempt status. It is essential to indicate this on the form and provide the parent organization’s employer identification number (EIN).
Failing to provide the required documents. If the necessary documents are not included, the request for exemption may be delayed or denied. Always double-check that all required paperwork is attached.
Incorrectly answering the questions about organizational structure. Misunderstanding whether the organization is a foreign corporation, trust, or LLC can lead to significant issues. Ensure clarity on the organization's status before completing this section.
Neglecting to include the organization’s tax-exempt status with the IRS. If the organization is already tax-exempt, this information must be clearly stated. Omitting this can complicate the application process.
Not detailing past and planned activities adequately. Each activity should be described thoroughly, including its purpose and how it aligns with the organization’s exempt purpose. Avoid vague descriptions.
Overlooking the financial data section. Failing to report previous filings or providing incomplete financial information can result in the application being flagged. Be thorough and accurate in reporting.
The California 3500 form is an important document for organizations seeking tax-exempt status in California. Along with this form, several other documents may be required or beneficial to support your application. Here’s a list of commonly used forms and documents that often accompany the California 3500 form:
Gathering these documents can help ensure a smoother application process for tax-exempt status in California. Each document plays a role in demonstrating the organization’s compliance and commitment to its mission.
The California Form 3500 is similar to the IRS Form 1023, which is used to apply for federal tax-exempt status. Both forms require detailed information about the organization’s structure, purpose, and activities. While the California 3500 focuses on state-level tax exemption, the IRS Form 1023 is aimed at securing federal recognition. Applicants must provide information about their governance, financial data, and a narrative of activities to demonstrate how they meet the requirements for tax exemption in their respective jurisdictions.
Another similar document is the IRS Form 990, which tax-exempt organizations must file annually. This form provides a comprehensive overview of an organization’s financial health, including revenue, expenses, and program activities. Like the California 3500, it requires transparency about the organization’s operations. However, while the California 3500 is an application for exemption, Form 990 serves as a report on how well the organization has adhered to its exempt purpose after receiving tax-exempt status.
The California Form 3500 also resembles the IRS Form 1024, which is used by organizations seeking to be recognized as tax-exempt under Section 501(a) other than 501(c)(3). Both forms require applicants to provide information about their organizational structure, governance, and activities. The key difference lies in the specific type of tax-exempt status being sought, with Form 1024 catering to a broader range of exempt organizations.
Additionally, the California 3500 has similarities with the California Form 3500A, which is a simplified application for organizations that have previously been recognized as tax-exempt. Both forms require information about the organization’s purpose and activities, but the 3500A is generally shorter and less detailed, reflecting the organization’s established status. This allows for a more streamlined process for those seeking to maintain their exemption.
The California Statement of Information (Form SI-100) is another document that shares similarities with the California 3500. Both forms require organizations to disclose basic information about their structure, including addresses and officer details. However, the Statement of Information is primarily a corporate filing that updates the state on the organization’s contact and operational information, while the 3500 focuses on tax exemption eligibility.
The California Franchise Tax Board’s Form 199 is akin to the California 3500 in that it serves as an annual information return for exempt organizations. Both forms require financial data and information about activities. However, while the 3500 is an application for exemption, Form 199 is a reporting tool that ensures compliance with state tax laws after the exemption has been granted.
The IRS Form 990-EZ is another comparable document, designed for smaller tax-exempt organizations. Like the California 3500, it requires financial information and a summary of activities. The 990-EZ is a streamlined version of the full Form 990, providing a simpler reporting option for organizations with less complex operations. Both forms aim to ensure transparency and accountability in the use of tax-exempt status.
Form 3500 is also similar to the California Nonprofit Corporation Articles of Incorporation. Both documents require foundational information about the organization, such as its name, purpose, and structure. However, the Articles of Incorporation serve as the initial legal document to establish the organization, while the 3500 is focused on securing tax-exempt status after incorporation.
Lastly, the California Form 990-N, also known as the e-Postcard, is relevant for smaller organizations that may not meet the filing requirements for the full Form 990. Both forms are used to report information about the organization’s activities and financials, but the 990-N is significantly shorter and simpler. It serves as a way for small tax-exempt organizations to maintain their status without the detailed disclosures required by the 3500 or the full Form 990.
When filling out the California Form 3500, there are several key points to keep in mind. Here’s a helpful list of things you should and shouldn’t do:
This form is applicable to various types of organizations, including foreign corporations, trusts, and limited liability companies (LLCs). Each type has specific requirements and qualifications for tax-exempt status.
Even if your organization has federal tax-exempt status, it must still apply for state exemption in California. The state has its own criteria and processes that differ from federal requirements.
Submitting the 3500 form without the necessary supporting documents can lead to delays or even denial of your exemption request. Ensure all required documents are included with your application.
The review process for the 3500 form can take time. The California Franchise Tax Board will evaluate your application, and it may take several weeks or even months before a decision is made.
Even if your organization has never applied for tax-exempt status, you must complete the 3500 form if you wish to obtain it. This is your opportunity to establish eligibility.
Different types of organizations may have distinct requirements and sections on the form. It’s important to carefully review the sections relevant to your specific organization type.
Leaving sections blank can lead to confusion and may slow down the processing of your application. It’s best to provide answers or explanations for every section, even if it means stating that a particular question is not applicable.
The California 3500 form must be submitted by mail. There is no online submission option available, so make sure to send it to the correct address provided on the form.
It’s crucial to retain copies of your submitted form and any accompanying documents for your records. This can be helpful if you need to reference your application in the future or if any issues arise.
Ensure you have all necessary information at hand before starting the California 3500 form. This includes your organization's details and representative information.
Check if your organization qualifies as a foreign corporation, trust, or LLC. This will affect your eligibility for tax-exempt status.
Provide copies of any required documents. Failure to do so can delay or deny your exemption request.
Clearly describe your organization's activities. Include past, present, and planned activities with specific details about their purpose and execution.
Complete the financial data section accurately. This includes filing history and income statements for the current and previous years.
List all officers, directors, and trustees, including their compensation. Transparency is key in this section.
Be prepared to explain any previous revocations of tax-exempt status. This information is critical for your application.
Include details about fundraising activities, if applicable. Specify the methods you will use to solicit donations.
Double-check your application for completeness and accuracy. Incomplete applications can lead to delays.
Mail the completed form to the designated address. Ensure you follow the instructions to avoid any issues.