Welfare Exemption

The California Legislature has the authority to exempt property (1) used exclusively for religious, hospital, or charitable purposes, and (2) owned or held in trust by nonprofit organizations operating for those purposes. This exemption is known as a Welfare Exemption.

The Welfare Exemption form is an initial request filed with the Assessor's Office by a claimant who is new to San Luis Obispo County or by an established claimant filing for a new location.

What is the process?

Application for Welfare Exemption

First time Welfare exemption claimants must submit:

  • A completed Claim for Welfare Exemption Form (BOE-267)(first filing)
  • A copy of their Organizational Clearance Certificate Issued by the State Board of Equalization

Who is eligible?

This service is available to a claimant who is new to San Luis Obispo County or who is an established claimant filing for a new location. 

When and where is this service offered?

This service is available throughout the year during regular business hours except during scheduled holidays.

Location, directions and hours of operation

Click on location name to show hours of operation, directions and phone information

Monday - Friday 8-4


6565 Capistrano Avenue
Atascadero, CA 93422

Tel: (805) 461-6143

Fax: (805) 461-6159

Monday - Friday 8-5


1055 Monterey Street Suite D360
San Luis Obispo, CA 93408

Tel: (805) 781-5643

Main Office Fax: (805)-781-5641

Real and Business Property Fax: (805)-788-2042

Public Service/Front Counter Fax: (805)-788-2041

Mapping and Transfers Fax: (805)-781-4034

FAQS

First time Welfare exemption claimants must submit:

Welfare Exemptions are available to non-profit organizations that are religious, hospital, scientific or charitable in nature, and that:

  • Own their own real property and exclusively use the property for exempt purposes
  • Own their own personal property and exclusively use the property for exempt purposes (such personal property includes tools, equipment, office supplies, furniture, etc.)
  • Use government owned property

Welfare exemptions are processed by our Change in Ownership department (also called the Transfers section). They can be reached by calling our main office switchboard at (805) 781-5643. If you are in the North County, please call our Atascadero office at (805) 461-6143.