This choice seems to close the guide on any new confidentiality exceptions to California’s filing requirement for charities.
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A duplicate on the charity’s once-a-year IRS info return (Kind 990 or Sort 990-EZ) must be provided Along with the annual report. The AG treats annual reports submitted without having Agenda B or which has a redacted Schedule B as incomplete.
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A copy of your charity’s annual IRS data return (Form 990 or Form 990-EZ ) must be provided Along with the once-a-year report. The AG treats once-a-year experiences submitted with out Routine B or by using a redacted Plan B as incomplete.
The panel located that necessitating charities to disclose their Program B information and facts into the Condition was considerably linked to a crucial Condition interest in policing charitable fraud. The panel further concluded this need isn't going to create a stress on donors’ 1st Amendment legal rights because it is gathered only for nonpublic use, and the risk of inadvertent community disclosure is slight.
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