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Determination of Exemption and Determination categorical Exclusion (not subject to Section 58.5) 24 CFR 58.34(a) and 58.35(b)Activity Name and Grant Number:Address:Activity Description:Funding Source:
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Who needs overview of exempt activities?

01
Non-profit organizations seeking tax-exempt status.
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Individuals or businesses involved in activities that qualify for exemption from certain regulations or requirements.
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Government agencies or departments responsible for overseeing exempt activities.
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Legal and compliance professionals assisting clients with the filing of exempt activity overviews.
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Anyone who wishes to understand the scope and nature of exempt activities in a specific jurisdiction.

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The overview of exempt activities is a document that outlines the specific activities and services that are exempt from regulatory requirements due to their nature or purpose, often linked to educational, religious, or charitable functions.
Organizations that engage in exempt activities, such as nonprofit organizations, charities, and educational institutions, are typically required to file an overview of exempt activities with the relevant governing bodies.
To fill out the overview of exempt activities, organizations must provide detailed descriptions of exempt activities, relevant financial information, and supporting documentation that establishes their exempt status as defined by applicable regulations.
The purpose of the overview of exempt activities is to inform regulatory bodies of the nature and scope of an organization's exempt activities, ensuring compliance with tax laws and facilitating transparency.
The overview must report information such as the types of exempt activities, financial expenditures related to these activities, the beneficiaries served, and any relevant documentation that supports the exempt status.
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