This decision appears to shut the book on any new confidentiality exceptions to California’s submitting need for charities.
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A copy from the charity’s yearly IRS information and facts return (Form 990 or Sort 990-EZ) must be incorporated While using the annual report. The AG treats yearly stories submitted without the need of Schedule B or using a redacted Plan B as incomplete.
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September 18 2018 A three-choose panel of the Ninth Circuit Court docket of Appeals1 not long ago upheld the placement with the California Attorney Basic (AG) that charities located or carrying out business in California will have to provide a copy of their unredacted Sort 990 Schedule B, including the names, addresses and contribution amounts for all donors listed Along with the once-a-year report submitted Using the AG.
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