State of Oklahoma
Application for Ad Valorem Tax Exemption
for Charitable and Non Profit Entities
Exemption:
All property of any charitable institution organized or chartered under the laws of this state
as a nonprot or charitable institution, provided the net income from such property is used exclusively within
this state for charitable purposes and no part of such income inures to the benet of any private stockholder,
including property which is not leased or rented to any other than a governmental body, a charitable institution
or a member of the general public who is authorized to be a tenant in property owned by a charitable institution
under Section 501(c)(3) of the Internal Revenue Code, or property used exclusively and directly for charitable
purposes. Complete text, Ref. Title 68 O.S. 2887(8)(9).
Attach a copy of all Documents which support this application for exemption.
(Example: articles of incorporation, bylaws, resolutions, income-expense statements, rent rolls, deeds, contracts,
leases, etc.) Must provide a copy of IRS Section 501(c)(3) and your ling with Oklahoma Secretary of State.
It is impossible for this application to cover every provision addressed in the statutes related to exempt
charitable organizations. The assessor may contact you with additional questions depending on the answers
provided herein.
Please Print or Type
Real Property Owner:
Property Owner Name: ___________________________________________________________________________
Physical Address: _______________________________________________________________________________
Mailing Address: ________________________________________________________________________________
Contact Name: ______________________________________ Title: ____________________________________
Phone Number: ______________________ Email Address: ____________________________________________
Legal Description: _______________________________________________________________________________
Record of Deed: Date: ________________ Document Number: ____________ (or) Book/Page: ______________
Approximately what percentage of the property is requested to be exempt? _______ Square Footage: ____________
Are the Real Property Owner and the Charitable Organization the same? ............................................. Yes No
Are there currently other exemptions on this property?........................................................................... Yes No
If Yes, provide organization name(s) ______________________________________ Square Footage: ____________
Charitable Organization:
Charitable Organization Name: ____________________________________________________________________
Mailing Address: ________________________________________________________________________________
Contact Name: ______________________________________ Title: ____________________________________
Phone Number: ______________________ Email Address: ____________________________________________
Is the Charitable Organization requesting an exemption for its business personal property? ................ Yes No
If Yes, provide a listing of the personal property being claimed for exemption.
Is there other business personal property in use by the Charitable Organization which is not
being claimed for exemption?.................................................................................................................. Yes No
If Yes, provide a listing of the personal property not being claimed for exemption.
Continue application on page 2
Tax Year
2020
Revised 11-2019
OTC 988
Property Usage (Charitable Organization):
1. Describe the exact usage of the property being claimed exempt:
_________________________________________________________________________________________
_________________________________________________________________________________________
2. Explain the exact usage of any net income from the property being claimed exempt:
_________________________________________________________________________________________
_________________________________________________________________________________________
3. Does the Internal Revenue Service recognize this organization as a tax-exempt organization? .... Yes No
If Yes, attach a copy of letter from the Internal Revenue Service.
4.
Is the organization chartered under the laws of the State of Oklahoma as a nonprot organization?
Yes No
If Yes, attach a copy of the articles of incorporation and bylaws.
5. Does the organization register annually with the Oklahoma Secretary of State’s Ofce? ............... Yes No
If Yes, attach a copy of registration.
6. Does the organization operate without prot or private advantage to its ofcials in charge? .......... Yes No
7. Do the patrons of the facility applying for the exemption receive the same services and
treatment irrespective of their ability to pay? ................................................................................... Yes No
8. Are the same charges made to all patrons regardless of ability to pay? ......................................... Yes No
9. What provisions, if any, have been made to dispose of surplus assets of the organization?
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
Assessor Use Only
Assessor/Deputy: ___________________________________________ Date: ________________
Account Number: ___________________________________________
Application for Exemption: Approved Disapproved
School
District
I, ____________________________________ being duly sworn, upon oath, under penalty of perjury do hereby depose and say
that I am (Title) __________________________________, of __________________________________ (Charitable Organization);
that as such I am acquainted with the books, accounts, and affairs of the organization and know the foregoing statements
with respect to the organization to be true, correct and complete, and that all information requested of
the organization has been fully and correctly given (68 O.S. § 2945 provides penalties for false oaths).
Charitable Organization Affidavit:
Notary Seal
Signature: _______________________________________________________________________
Subscribed and sworn to before me this ___________ day of ___________________ , _________ .
My commission expires: ______________________ , _______________ .
____________________________________________________________________ , Notary Public
Application for Ad Valorem Tax Exemption for Charitable and Non Profit Entities
Form 988 • Page 2
I, ____________________________________ being duly sworn, upon oath, under penalty of perjury do hereby depose and say
that I am (Title) __________________________________, of ____________________________________ (Real Property Owner);
that as such I am acquainted with the books, accounts, and affairs of the property owner and know the foregoing statements
with respect to the ownership to be true, correct and complete, and that all information requested of the
real property owner has been fully and correctly given (68 O.S. § 2945 provides penalties for false oaths).
Real Property Owner Affidavit:
Notary Seal
Signature: _______________________________________________________________________
Subscribed and sworn to before me this ___________ day of ___________________ , _________ .
My commission expires: ______________________ , _______________ .
____________________________________________________________________ , Notary Public