Who must file California Exempt Organization Annual Information Return?
2.5k views | Last modified 6/10/2020 11:08:12 AM EST | Added by ExpressTaxExempt Team

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, and this is regardless of the gross receipts amount. They have to complete Part I of the form, and for Part II any on the 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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