Last year your organization received the Welfare Exemption for all or part of the property listed above. To continue receiving the exemption for this location, you must complete, sign and return this claim form to the Assessor. A separate claim form is required for each location. If you wish to receive the exemption on property at locations for which you have not received or filed a claim form, contact the Assessor immediately.
If yes, please mail an endorsed copy of the amendment to the State Board of Equalization, County-Assessed Properties Division, P.O. Box 942879, Sacramento, CA 94279-0064. Please include your OCC number. (NOTE TO ASSESSOR STAFF: If the organization is dissolved or the formative documents were amended, please forward a copy of this page to the Board of Equalization.)
The Assessor may ask for additional information. If you do not provide such information, it will result in denial of your claim for exemption.
Carefully read the information on the reverse side before completing. All questions must be answered.
IF THE ANSWER TO ANY QUESTION IS “YES,”
EXPLAIN IN “REMARKS” OR ON AN ATTACHMENT.
Contact the Assessor immediately if special forms are needed to complete this application.
Since January 1, last year:
Is any portion of this property used as a retail outlet or for other fundraising purposes? (Note: Thrift stores which are part of a planned, formal rehabilitation program may be exempt if BOE-267-R is filed with this claim.)
If yes, and you claim exemption for this portion, submit documentation including the occupant’s position or role in the organization including a statement indicating that the housing continues to be used for organization’s exempt purpose (see Housing in the instructions) or, if living quarters associated with a rehabilitation program, submit BOE-267-R.
If yes, and the property is owned by a nonprofit organization or eligible limited liability company, BOE-267-L must be submitted.
If yes and the property is owned by a limited partnership, BOE-267-L1 must be submitted.
If yes, BOE-267-H must be submitted unless care or services are provided or the property is financed by the federal government under sections 202, 231, 236, or 811 of the Federal Public Laws.
If yes, please provide a list including the name of user, frequency of use and square footage used. (See Owner/Operator in the instructions.)
If yes, see “Unrelated Income” in the instructions.
If yes, attach a copy of your most recent and the prior year’s complete financial statements along with an explanation of increase.
If yes, provide the owner’s name and address and a description of the property. This property is taxable as it is not owned by the claimant.
