Who must file California Exempt Organization Annual Information Return?
4.0k views | Last modified 12/26/2023 12:57:24 AM EST |

According to the State of California statutes, organizations that were granted tax-exempt status by FTB (Franchise Tax Board) are mandated to file the state's annual information return. Those are

a. Private Foundations
b. Nonexempt Charitable Trusts
c. Split-Interest Trusts
d. Simple Trusts

Private foundations must complete Form 199, regardless of the gross receipts amount. In addition, they have to complete Part I of the form, and for Part II, any substitute information can be furnished. 

a. A copy of Form 990-PF filed with the IRS along with the schedules, if any
b. A completed copy of the current report filed with the Registry of Charitable Trusts

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