California 2017-2018 Regular Session Status: Passed Assembly

AB 2217 — Income taxes: credits: Bridget "Biddy" Mason Golden State Credit Program.

Last action — Ordered to inactive file at the request of Senator McGuire.

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  1. ✓
    Introduced
  2. ✓
    In Committee
  3. 3
    Passed Assembly
  4. 4
    Passed Senate
  5. 5
    To Executive
  6. 6
    Enacted

This bill died with 2017-2018 Regular Session. It reached “Passed Assembly” and never advanced before the session ended, so it can no longer move — a new version would have to be reintroduced in the current session.

This bill is no longer active — its legislative session has ended, so there is no live prognosis. It would have to be reintroduced in the current session to move again.

Summary

The Personal Income Tax Law and the Corporation Tax Law allow various credits against the taxes imposed by those laws. This bill, before January 1, 2021, would require the Treasurer to establish a procedure to accept monetary transfers from qualified entities and to transfer golden state credits (GSC) to qualified entities. This bill, on and after January 1, 2021, and before January, 1, 2026, would allow the Treasurer to transfer to a qualified entity one GSC for each $0.90 that the qualified entity transfers to the Treasurer, and would limit the amount of GSCs to be transferred to $50,000,00 per calendar year, as provided. This bill would require any moneys received by the Treasurer, less costs, to be deposited into the General Fund. This bill, on and after January 1, 2021, and before January 1, 2026, would allow a qualified entity to transfer to a donating taxpayer one GSC for each $1 that the donating taxpayer contributes to the qualified entity. This bill would define a qualified entity to include, among others, an organization exempt from federal income taxation as an organization described in Section 501(c) (3) of the Internal Revenue Code that is in active status, as provided, a private college or university that participates in the Cal Grant program, as provided, a California Community College, a nonprofit charter school located in the state, or a K–12 public school district located in the state. The bill would allow a qualified entity to submit a claim for refund to the Treasurer equal to the amount that the qualified entity transferred to the Treasurer for GSCs that the qualified entity was unable to transfer to a donating taxpayer before the end of the calendar year in which the GSC was received. The bill, upon appropriation by the Legislature from the General Fund to the Treasurer of an amount necessary to make refunds claimed, would require the Treasurer to make refunds to qualified entities, as specified. This bill, for each taxable year beginning on or after January 1, 2021, and before January 1, 2026, would allow a credit against the taxes imposed by the Personal Income Tax Law and the Corporation Tax Law in an amount equal to 80% of the amount contributed during the taxable year by the taxpayer to a qualified entity from which the taxpayer was transferred GSCs. The bill would further provide that the Bridget "Biddy" Mason Golden State Credit Program would become inoperative if the Treasurer, upon consultation with the Franchise Tax Board, determines that donations made pursuant to the program do not qualify for a deduction under federal income tax law. This bill would take effect immediately as a tax levy.

Bill Text

Action History

  1. Ordered to inactive file at the request of Senator McGuire.

  2. Read second time. Ordered to third reading.

  3. Read third time and amended. Ordered to second reading.

  4. Read second time. Ordered to third reading.

  5. Read third time and amended. Ordered to second reading.

  6. Read second time. Ordered to third reading.

  7. Read second time and amended. Ordered returned to second reading.

  8. From committee: Amend, and do pass as amended. (Ayes 5. Noes 2.) (August 16).

  9. In committee: Referred to APPR. suspense file.

  10. From committee: Do pass and re-refer to Com. on APPR. (Ayes 5. Noes 1.) (August 8). Re-referred to Com. on APPR.

  11. Referred to Com. on GOV. & F.

  12. In Senate. Read first time. To Com. on RLS. for assignment.

  13. Read third time. Passed. Ordered to the Senate. (Ayes 65. Noes 0. Page 5469.)

  14. Read second time. Ordered to third reading.

  15. From committee: Do pass. (Ayes 14. Noes 0.) (May 25).

  16. Joint Rule 62(a), file notice suspended. (Page 5298.)

  17. In committee: Set, first hearing. Referred to APPR. suspense file.

  18. From committee: Do pass and re-refer to Com. on APPR. (Ayes 7. Noes 0.) (May 14). Re-referred to Com. on APPR.

  19. Re-referred to Com. on REV. & TAX.

  20. From committee chair, with author's amendments: Amend, and re-refer to Com. on REV. & TAX. Read second time and amended.

  21. In committee: Set, first hearing. Hearing canceled at the request of author.

  22. Re-referred to Com. on REV. & TAX.

  23. From committee chair, with author's amendments: Amend, and re-refer to Com. on REV. & TAX. Read second time and amended.

  24. Re-referred to Com. on REV. & TAX.

  25. From committee chair, with author's amendments: Amend, and re-refer to Com. on REV. & TAX. Read second time and amended.

  26. Referred to Com. on REV. & TAX.

  27. From printer. May be heard in committee March 15.

  28. Read first time. To print.

Sponsors

Sponsorship breakdown

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1 sponsors · 1 co-sponsors · 120 not signed on

Sponsors (1)

  • Burke

Co-sponsors (1)

Not signed on (120)

120 members have not signed on to this bill.

Show all 120 →

"Not signed on" means a member has not sponsored or co-sponsored this bill — it does not imply opposition. Members flagged Voted No have a recorded No vote on this bill.

Whip count is in markup. Polling the chamber and every recorded vote this session. Only the first open is slow. It’s instant for you after this. Calling the roll · Tallying · Engrossing

Votes

Do pass as amended

Passed 5 Yea · 2 Nay
Party YeaNayPresentNot Voting
Unaffiliated 4200
Democratic 1000
Total 5200
% of votes cast 71%29%0%0%
How each member voted (7)
Member Party Vote
Bates — Nay
Bradford — Yea
Hill — Yea
Portantino — Yea
Nielsen — Nay
Beall — Yea
Wiener, Scott D. Democratic Yea

Official roll call →

Placed on suspense file

Passed 7 Yea · 0 Nay
Party YeaNayPresentNot Voting
Democratic 1000
Unaffiliated 6000
Total 7000
% of votes cast 100%0%0%0%
How each member voted (7)
Member Party Vote
Portantino — Yea
Hill — Yea
Bates — Yea
Beall — Yea
Bradford — Yea
Nielsen — Yea
Wiener, Scott D. Democratic Yea

Official roll call →

AB 2217 BURKE Assembly Third Reading

Passed 65 Yea · 0 Nay · 13 Other
Party YeaNayPresentNot Voting
Unaffiliated 470010
Democratic 15000
Republican 3003
Total 650013
% of votes cast 83%0%0%17%
How each member voted (78)
Member Party Vote
Acosta — Not Voting
Bigelow — Not Voting
Brough — Not Voting
Jones-Sawyer — Yea
Mathis — Not Voting
Medina — Yea
Obernolte — Yea
O'Donnell — Yea
Rendon — Yea
Rodriguez — Yea
Weber — Yea
Eggman — Yea
Chau — Yea
Chu — Yea
Gloria — Yea
Low — Yea
Mayes — Yea
Santiago — Yea
Thurmond — Yea
Ting — Yea
Gonzalez Fletcher — Yea
Fong — Yea
Bloom — Yea
Salas — Yea
Burke — Yea
Gray — Yea
Rubio — Yea
Friedman — Yea
Harper — Not Voting
Holden — Yea
Kamlager-Dove — Yea
Kiley — Not Voting
Levine — Yea
Maienschein — Yea
McCarty — Yea
Melendez — Yea
Mullin — Yea
Nazarian — Yea
Baker — Yea
Chiu — Yea
Chávez — Not Voting
Cooley — Not Voting
Cooper — Yea
Quirk — Yea
Steinorth — Yea
Voepel — Not Voting
Waldron — Yea
Wood — Yea
Cunningham — Yea
Daly — Yea
Frazier — Yea
Cristina Garcia — Yea
Eduardo Garcia — Yea
Jim Patterson — Yea
Mark Stone — Yea
Travis Allen — Not Voting
Wendy Carrillo — Yea
Aguiar-Curry, Cecilia M. Democratic Yea
Arambula, Joaquin Democratic Yea
Berman, Marc Democratic Yea
Bonta, Mia Democratic Yea
Caballero, Anna M. Democratic Yea
Calderon, Lisa Democratic Yea
Cervantes, Sabrina Democratic Yea
Gipson, Mike A. Democratic Yea
Grayson, Timothy S. Democratic Yea
Irwin, Jacqui Democratic Yea
Kalra, Ash Democratic Yea
Limón, Monique Democratic Yea
Muratsuchi, Al Democratic Yea
Quirk-Silva, Sharon Democratic Yea
Reyes, Eloise Gómez Democratic Yea
Chen, Phillip Republican Not Voting
Choi, Steven S. Republican Not Voting
Dahle, Megan Republican Not Voting
Flora, Heath Republican Yea
Gallagher, James Republican Yea
Lackey, Tom Republican Yea

Official roll call →

Do pass.

Passed 14 Yea · 0 Nay · 3 Other
Party YeaNayPresentNot Voting
Democratic 3000
Unaffiliated 11002
Republican 0001
Total 14003
% of votes cast 82%0%0%18%
How each member voted (17)
Member Party Vote
Brough — Not Voting
Nazarian — Yea
Quirk — Yea
Eggman — Yea
Friedman — Yea
Fong — Yea
Gonzalez Fletcher — Yea
Obernolte — Yea
Bigelow — Not Voting
Bloom — Yea
Chau — Yea
Eduardo Garcia — Yea
Wendy Carrillo — Yea
Bonta, Mia Democratic Yea
Calderon, Lisa Democratic Yea
Reyes, Eloise Gómez Democratic Yea
Gallagher, James Republican Not Voting

Official roll call →

Subjects

taxation
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Frequently asked questions

What does AB 2217 do?
The Personal Income Tax Law and the Corporation Tax Law allow various credits against the taxes imposed by those laws. This bill, before January 1, 2021, would require the Treasurer to establish a procedure to accept monetary transfers from qualified entities and to transfer golden state credits (GSC) to qualified entities. This bill, on and after January 1, 2021, and before January, 1, 2026, would allow the Treasurer to transfer to a qualified entity one GSC for each $0.90 that the qualified entity transfers to the Treasurer, and would limit the amount of GSCs to be transferred to $50,000,00 per calendar year, as provided. This bill would require any moneys received by the Treasurer, less costs, to be deposited into the General Fund. This bill, on and after January 1, 2021, and before January 1, 2026, would allow a qualified entity to transfer to a donating taxpayer one GSC for each $1 that the donating taxpayer contributes to the qualified entity. This bill would define a qualified entity to include, among others, an organization exempt from federal income taxation as an organization described in Section 501(c) (3) of the Internal Revenue Code that is in active status, as provided, a private college or university that participates in the Cal Grant program, as provided, a California Community College, a nonprofit charter school located in the state, or a K–12 public school district located in the state. The bill would allow a qualified entity to submit a claim for refund to the Treasurer equal to the amount that the qualified entity transferred to the Treasurer for GSCs that the qualified entity was unable to transfer to a donating taxpayer before the end of the calendar year in which the GSC was received. The bill, upon appropriation by the Legislature from the General Fund to the Treasurer of an amount necessary to make refunds claimed, would require the Treasurer to make refunds to qualified entities, as specified. This bill, for each taxable year beginning on or after January 1, 2021, and before January 1, 2026, would allow a credit against the taxes imposed by the Personal Income Tax Law and the Corporation Tax Law in an amount equal to 80% of the amount contributed during the taxable year by the taxpayer to a qualified entity from which the taxpayer was transferred GSCs. The bill would further provide that the Bridget "Biddy" Mason Golden State Credit Program would become inoperative if the Treasurer, upon consultation with the Franchise Tax Board, determines that donations made pursuant to the program do not qualify for a deduction under federal income tax law. This bill would take effect immediately as a tax levy.
Who sponsors AB 2217?
AB 2217 is sponsored by Travis Allen and Burke.
What is the current status of AB 2217?
This bill died with 2017-2018 Regular Session. It reached “Passed Assembly” and never advanced before the session ended, so it can no longer move — a new version would have to be reintroduced in the current session.
Where can I track AB 2217?
Track AB 2217 free on One Click Politics — get push/email alerts when it moves.

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Last checked for changes 3 months ago · updated continuously

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