Annual Update Of Registration Form Page 2
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4Enter the organization’s fax number. This should be a fax number that we can fax documentation to in
7.
reference to your registration.
Enter the organization’s email address. This should be an email address that we can send an email to about
8.
a registration issue. Be sure that this email address is one that is actually checked and answered by
someone at the organization.
9.
Check the correct answer for whether or not your organization has a fundraising agreement/ contract with a
Professional Solicitor and/or Fund-Raising Counsel. If you check “yes” to having a contract with a
Professional Solicitor and/or Fund-Raising Counsel, you must provide a copy of the contract along with
this form. If you use the services of more than one Professional Solicitor and/or more than one Fund-
Raising Counsel, you should include a copy of the contract between the charitable organization and each
Professional Solicitor and/or Fund-Raising Counsel with which the charitable organization has a contract.
10. Check the correct answer for whether or not your organization is affiliated with a Maryland State agency.
“Organization affiliated with a State agency” means a charitable organization which engages in activities
for the benefit of the State agency or to further the purposes of the State agency, or both, through the use of
contributions solicited from the public. If the organization circles “yes” it must list the names of the
agencies with which it is affiliated. If it answers yes and it has raised more than $750,000 in charitable
contributions, it must also submit an Agreed Upon Procedures Report along with the organization’s annual
registration.
See what is required in an Agreed Upon Procedures Report on the
Division of State
Documents
website.
11. By signing this form, you are certifying that you have attached all required forms from these instructions.
Affidavit section: Remember to sign the form and print the name of the person signing the document along with
their position with the charitable organization and the date this form was signed.
Along with this form, you must submit the following documentation to complete the organization’s annual
update of registration:
1.
A SIGNED COPY of the IRS Form 990 or 990-EZ. If the 990 or 990-EZ is e-filed with the IRS, submit a
copy of the IRS E-Signature Authorization form (IRS Form 8879-EO), along with the 990. The Office of
the Secretary of State form COF-85 may be filed in lieu of the IRS Form 990 or 990-EZ if your
organization is exempt from IRS filing requirements or files the 990-N; ensure the COF-85 is signed if you
submit this form.
2.
If charitable contributions are at least $300,000 but less than $750,000, a copy of a financial review
performed by an independent certified public accountant. Or, if charitable contributions are at least
$750,000, a copy of an audit performed by an independent certified public accountant.
3.
A current list of the board of directors for the organization. This list should include the name and address
of: (i) each officer, including each principal salaried executive staff officer, and each other person with
final responsibility for the custody and final distribution of the charitable contributions made to the
charitable organization; or (ii) each person who has custody of the financial records of the charitable
organization if the charitable organization does not have a local office in the State. The address may match
that of the physical address of the charity.
Page 2
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