Welfare

January 6, 2015
Annual Filing of Welfare Claim (BOE-267-A)
BOE-267-A   

Claims for welfare exemptions must be signed and filed with the Assessor. Each claim must contain supporting documents, including financial statements.

The welfare exemption is available only to property, real or personal, owned by a religious, charitable, hospital, or scientific organizations and used exclusively for religious, charitable, hospital, or scientific purposes.

To be eligible for the full exemption, the claimant must file a claim each year on or before February 15

Tags: forms, welfare, annual, exemption
January 6, 2015
Change in Eligibility or Termination Notice (BOE-231-AH)
BOE-231-AH    

 You should notify the Assessor on or before February 15 if, on or before the proceeding lien date, you became ineligible for an exemption or, if on or before that lien date, you no longer owned the property or otherwise failed to meet all the requirements for a property tax exemption

Tags: forms, welfare, ineligible, termination, exemption
January 1, 2014
Claim for Exemption of Low-Income Tribal Housing (BOE-237)
BOE-237    

Claim for Exemption when at least 30% of the property for rental housing, and the tenants are persons of low income as defined in section 50079.5 of the health and safety code.

The rents charged must not exceed the limits provided in section 50033 of health and safety code. An affidavit affirming that the tenant's incomes and rents do not exceed those limits must be attached.

The exemption will not be allowed without the income affidavit 

Tags: forms, welfare, tribal, low-income, exemption
January 9, 2015
Elderly or Handicapped Families Housing Exemption (BOE-267-H)
BOE-267-H

Supplemental Affidavit

Must be filed when seeking exemption on housing  for elderly or handicapped families that is owned and operated by a non profit organization or eligible limited liability company.

Tags: disability, elderly, exemption
January 6, 2015
First Filing of Welfare Claim (BOE-267)
BOE-267    

Claims for welfare exemptions must be signed and filed with the Assessor. Each claim must contain  supporting documents including financial statements

Tags: forms, welfare, first filing, exemption
January 9, 2015
Leased Property - Claim for Exemption of Low Income Housing (BOE-236)
BOE-236

Exemption of Property Leased solely for Low-Income Housing

Tags: lease, low income, exemption, forms, welfare
Leased Property Supplemental- Property Leased for Lower Income Housing (BOE-236-A)
BOE-236-A

Supplemental Affidavit

Exemption of leased property used exclusively for low income housing

January 6, 2015
Low Income Housing Property of Limited Partnership (BOE-267-L1)
BOE-267-L1

Supplemental Affidavit

Must be filed when seeking exemption on low income housing property owned and operated by a limited partnership

Tags: forms, welfare, limited partnership, exemption, supplemental
January 6, 2015
Low Income Tribal Housing - Supplemental Affidavit (BOE-237-A)
BOE-237-A     

Supplemental Affidavit

Section 237 of the California Revenue & Taxation Code provides that property used exclusively for providing housing for lower income households can qualify for an exemption from property taxes. 

Tags: forms, welfare, tribal, lower income, exemption
January 6, 2015
Lower Income Household: Family Household Income Reporting Worksheet (BOE-267-L-A)
BOE-267-L-A

Supplemental Worksheet

Property owned by non-profit organizations or eligible limited liability companies providing housing for lower income households can qualify for the Welfare Exemption from property taxes for those units whose family household income does not exceed the limits stated on the form.

Tags: forms, welfare, lower income, housing, exemption, low income, limited partnership, supplemental