Form Rf-T - Registration For Trusts
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Form
Charitable Activities Section
DOJ USE ONLY
Registration #:
RF-T
Oregon Department of Justice
1515 SW 5th Avenue, Suite 410
VOICE
(971) 673-1880
Portland, OR 97201-5451
TTY
(800) 735-2900
Registration for Trusts
E-Mail: charitable.activities@doj.state.or.us
FAX
(971) 673-1882
Web site:
1.
Name
Write the trust’s legal name.
____________________________________________________________________________________________________________
2.
Contact Information
Mailing Address: ______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
City, State, Zip: _______________________________________________________________________________________________
Phone:
(
)
-
E- Mail:
________________________________________________
Fax:
(
)
-
Web site:
________________________________________________
3.
Employer Identification Number
Write the trust’s employer identification number assigned by the Internal Revenue Service. If the EIN has not been applied for, write “N/A.”
-
______
4.
Primary County of Operations
Write the name of the primary Oregon county in which the trust conducts charitable activities. If the trust conducts charitable activities
in more than one county in Oregon, list the name of the county in which the most charitable activities are conducted. If charitable activities
are conducted evenly across the state, write the county in which the headquarters of the trust is located. If the trust does not conduct
charitable activities, write “N/A.”
_____________________________________
5.
Accounting Period
Write the last month of the trust’s accounting period: _____________________________________
6.
Date Trust was/will be funded:
_____________________________________
7.
Type of Entity
Operating trust
Charitable lead trust
Charitable remainder annuity trust described in §664(d)(1)
Charitable remainder unitrust described in §664(d)(2)
Pooled income fund described in §642(c)(5)
Other (explain)
8.
Tax-Exempt Status, if applicable
Check one of the boxes below which describes the trust’s tax-exempt status application with the Internal Revenue Service. After review of
an application for exempt status, the Internal Revenue Service will mail the applicant a “determination letter.” The letter states the trust’s
tax-exempt status.
The trust holds IRS tax-exempt status. A copy of the IRS determination letter is attached to this registration form.
The trust applied for tax-exempt status on
/
/
but a determination letter has not been received from the IRS. A copy of the
IRS determination letter will be sent to the Charitable Activities Section upon receipt.
The trust is not required to apply for tax-exempt status.
Form Continued on Reverse Side
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