Form Cfr-1 - Charitable Trust Registration Form - Ohio Attorney General

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Charitable Law Section
Office 614.466.3181
Fax 614.466.9788
150 East Gay Street, 23
Floor
rd
Columbus, Ohio 43215-3130
CHARITABLE TRUST REGISTRATION FORM (CFR-1)
PURSUANT TO SECTION 109.26 OHIO REVISED CODE
1.
Name of organization, trust, foundation, or corporation:
______________________________________________________________________________________________
2. Address and telephone number of the principle place of business:
______________________________________________________________________________________________
______________________________________________________________________________________________
3. E-mail address ______________________________ Web address: _________________________________________
4. a. Date of formation, incorporation, agreement or constitution:
______________________________________ Date Trust Funded: _______________________________________
b. Probate No. __________ Date of Probate: _____________ Estate of: ___________________________________
5. a. Internal Revenue Service Federal Identification No. (EIN): _____________________________________________
b. Date of Internal Revenue Service Exemption _____________ c. Month and day of fiscal year end _______________
d. Type of organization (check one):
[ ] Public Charity Section 501(c)(3) [Section 509(a)(1)-(4)
[ ] Private Foundation Section 501(c)(3)
[ ] Charitable Healthcare Organization Section 501(c)(4)
[ ] Non-Exempt Trust Section 4947(a)(1)
[ ] Split Interest Trust Section 4947(a)(2)
[ ] Charitable Remainder Trust Section 664
[ ] Other (specify Internal Revenue Code section)
6. a. Full description and most recent current value of assets (attach additional sheets if necessary):
______________________________________________________________________________________________
b. State(s) in which assets are located: ________________________________________________________________
c. Are your gross receipts normally less than $5,000 per year? [ ] Yes [ ] No Less than $25,000? [ ] Yes [ ] No
7. Describe your charitable or exempt purposes. If your creating document specifies recipients, list names and
addresses (attach additional sheets if necessary): _______________________________________________________
_____________________________________________________________________________________________
8. Names and addresses of all present trustees, officers, and directors (attach additional sheets if necessary):
_____________________________________________________________________________________________
9. a. Does this organization file a group IRS tax return on behalf of its chapters?
[ ] Yes [ ] No
b. If yes to 9a, you must include a list of all chapters included in the group exemption letter that have assets or a
majority of the governing body located within the State of Ohio, together with the employer identification number
of each individual chapter (attach additional sheets if necessary):___________________________________________
10. a. Do you intend to solicit anything of value from the public or conduct fund-raising events (membership drives, sale of
merchandise, volunteer recruitment, bingo, collect donated goods, shows, dinners, etc.)?
[ ] Yes [ ] No
b. Do you intend to hire a Professional Solicitor to solicit funds on your behalf?
[ ] Yes [ ] No
c. If yes to either 10a or 10b, you may also be subject to the provisions of Chapter 1716, Ohio Revised Code.
11. Attach a copy of your creating documents and all subsequent amendments (Articles of Incorporation, will, trust
agreement, etc.), a copy of the Internal Revenue Service determination letter of exempt status, an annual report for
each of the three most recent years, and any other necessary documents and return to the address listed above.
Signature and Printed name of trustee or officer, address and telephone number:
_________________________________________________________________________________________________
_________________________________________________________________________________________________
_________________________________________________________________________________________________
Form CFR-1 (Revised 7/11)

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