First Filing Bundle

First name

Last name

Email

Phone

Name of Organization

Website Address or Description of Activities the Organization engages in.

Statement of Information

Articles of Incorporation and Amendments

Tax Exempt Status Letter and Group Exemption Letter if one applies.

If you have a group exemption letter is this form for a subordinate entity?

Certified/Audited Financials

You're not required to upload your financial documents, and we do not store them. However, if you choose to opt out, please note that some questions on the form may remain incomplete. These will be clearly highlighted for your review and completion.

Does the organizations income benefit any private individual or shareholder?

Are you for profit?

Does your organization have any debts?

When was the property put to exempt use?

Is this a new location this year?

Yes

No

What year are you filing for?

Have you filed for this property in prior years?

If you have previously filed for this property and were denied, please upload your finding sheet so we can review it and assist in addressing any issues.

County Specific: If your organization has submitted applications for other projects in this county before, please indicate the most recent year you filed.

Please choose all the property you own and wish to claim and exemption for.

If you checked Building and Improvements please provide us with the building number/name, and number of floors.

Please upload the lease or rental agreements for any personal property for which you are seeking an exemption.

If claiming an exemption on a taxable possessory interest, attach a copy of the current lease agreement

Is this property used for anything other than housing? Ex: Thrift shops, rehabilitation programs, living quarters (apart from low income, elderly or handicapped housing).

What is the primary use of this property? This information will help us determine which additional eligibility form is required for county review.

Low Income Housing

Elderly or Handicapped Housing

Please upload your tenant income eligibility in spreadsheet format. (address/unit number, number of persons in household, income for household)

What types of government financing or tax credits are being utilized for this property? Please describe the use restrictions

Limited Partnership Agreement or Limited Liability Agreement as well as any amendments.

Recorded Regulatory Agreement or Deed Restriction

Do you have unrelated business taxable income?

Do you anticipate any capital investment within the next year? If so, please provide details.

First Filing Bundle

FFB$1850

Exemption Hub