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INSTRUCTIONS AND CHECKLIST
CHARITABLE NOTICE OF EXEMPTION (FORM CE)
Complete the "Charitable Organization Statement of Exemption" (FORM CE). If attachments are necessary,
indicate the organization’s name and the question number to which the attachment corresponds at the top of each
attached page. Please use the following checklist to make sure all required information is included.
NOTE: Effective 1/1/2010 all Exemptions require a $50 fee in order to be processed.
Only the types of organizations listed on the following page may file a Notice of Exemption. All other organizations
must file a Charity Registration Statement.
_____ Question 1 - Answer completely, including an e-mail address, if possible.
_____ Question 2 - List all Mississippi locations of the Organization.
_____ Question 3 - Provide name and address of person having custody of the Organization’s financial records,
including an e-mail address, if possible.
_____ Question 4 –Attach a list of all officers, trustees and directors; and provide an address, telephone number and
email addresses for the President and for the Treasurer/CFO. The President and Treasurer/CFO may not
use the Organization’s address and must each use a separate address. A list containing the addresses,
telephone numbers and email addresses of the remaining officers, trustees and directors must be maintained
by the Organization and provided to the Division upon request.
_____ Question 5 – A comprehensive description of the Organization’s purpose must be provided.
_____ Question 6 – Select the exemption claimed (one only).
_____ Question 7 – Provide a statement explaining why the Organization qualifies for this exemption.
If none of the exemptions are applicable, a Charity Registration Statement must be completed.
_____ The president of the Organization must sign the application, AND his/her signature must be notarized.
_____ A copy of the Organization’s by-laws must be included.