*** Transcriber's Note: Please set your voice synthesizer to read most punctuation. When you encounter the caret sign at the end of a line, please enter the applicable information, if necessary. *** Canada Revenue Agency T2050 E (11) (Page 1 of 16) APPLICATION TO REGISTER A CHARITY UNDER THE INCOME TAX ACT To complete this form, you will need the information and instructions in the companion Guide T4063, Registering A Charity For Income Tax Purposes, available in the Forms and publications section on our Web site at ww.cra.gc.ca/charities. To evaluate an application, we need complete and accurate information. If a question is not relevant to the organization's situation, enter N/A in the space provided. If this application and the mandatory attachments are not included, we will return the application without reviewing it. See the checklist on the last page for a list of the mandatory attachments. The Canada Revenue Agency (CRA) may share the information collected on this form with other government departments or agencies to verify compliance with the Income Tax Act and other Acts of Parliament. The Privacy Act protects all personal information given on this form, which is kept in personal information bank: CRA PPU 200. If the application is approved and the organization is registered, the CRA is permitted to make this form (including any attachments) and copies of the registration letter (including any conditions and warnings contained therein) available to the public, with the exception of the confidential information in Part 5 and Part 6. If registration is denied, however, none of the information will be provided to the public. Part 1 - Identification of the organization applying for registration Question 1 Current legal name of the organization ^ Question 2 Current operating or trade name (Enter an "x" to the application box) N/A ^ Question 3 Previous names - List any other names under which the organization has operated (Enter an "x" to the application box) N/A ^ Question 4 Business Number Give one of the organization's Business Numbers if one has been assigned. (Enter an "x" to the application box) N/A ^ (Enter 9 digit number) RC (enter 4 digit number) ^ (Enter 9 digit number) RP (enter 4 digit number) ^ (Enter 9 digit number) RM (enter 4 digit number) ^ (Enter 9 digit number) RT (enter 4 digit number) ^ Question 5 Mailing address (number, street, room, floor or suite number, Rural Route) ^ (city or town) ^ (province) ^ (postal code) ^ (phone number) (including area code) ^ (fax number) ^ (Web site address) ^ Question 6 Previous contact with CRA Has the organization previously applied to be registered as a charity? Yes or No ^ If yes, provide the reference number(s) used by the Charities Directorate. ^ Do not use this area Business Number Submission Number Reference number CTS Work Item Number T2050 E (11) (Page 2 of 16) Part 1 - Identification of the organization applying for registration (cont'd) Question 7 Re-Registration Has this organization ever been registered as a charity, under either its current name or a different name? Yes or No (Go to Question 8) ^ If yes, a) Under what name was the organization previously registered? ^ b) Business Number of the organization at the time its charitable registration was revoked: (Enter 9 digit number) RR (enter 4 digit number) ^ Part 2 - Organizational structure Question 8 Internal divisions of Canadian registered charities Is the organization a branch, section, parish, congregation, or other internal division of a Canadian registered charity (the parent organization)? Yes or No (Go to Question 9) ^ If yes, a) Legal name of parent organization: ^ b) Business Number of the parent organization: (Enter 9 digit number) RR (enter 4 digit number) ^ c) Letter of Good Standing. (Enter an "x" to the application box) Attached ^ (see "Part 2 - Organizational structure" in section II of Guide T4063) Question 9 Governing documents See "Governing Documents" in Guide T4063 for information on requirements. Is the organization incorporated? ^ Yes (Go to Question 9.1) ^ No (Go to Question 9.2) ^ Question 9.1 Incorporated a) Incorporating documents Attach a copy of the entire set of incorporating documents, including all amendments. (Enter an "x" to the application box) Attached ^ b) By-laws If applicable, attach a copy of the by-laws and all amendments. Attached or N/A ^ c) Certificate of good standing or its equivalent This is a required attachment if the organization has been incorporated for more than 5 years or if the organization is applying for re-registration. Attached or N/A ^ Question 9.2 Not incorporated a) Name the type of document that governs the organization, and attach a copy including all amendments and bylaws, if applicable. (Enter an "x" where applicable)) Constitution ^ Trust ^ Will ^ Other (specify) ^ Part 2 - Organizational structure (cont'd) T2050 E (11) (Page 3 of 16) Question 10 Designation a) Has the organization been formed to give more than 50% of its income to qualified donees (e.g., other Canadian registered charities)? Yes or No^ b) What percentage of the organization's officials listed in Q18 are not at arm's length with the other officials (e.g., related by blood, marriage, business or employer/employee relationships)? - 50% or more are not at arm's length ^ - less than 50% are not at arm's length ^ In the case of 50% or more, identify the relationships that exist among the organization's officials. ^ c) Has the organization received, or will it receive, more than 50% of its capital (e.g., funds or assets) from one person (i.e., individual, corporation, trust, unincorporated entity) or a group of persons who are not at arm's length with each other? Yes (Go to Question 10 d) ^ No (Go to Question 11) ^ d) 1. Identify the source of the funds or assets described in (c) and, if applicable, the relationships between the major contributors. See "Question 10 Designation" in section II of Guide T4063 for a definition of major contributor. ^ d) 2. Will the major contributor(s), or anyone not at arm's length with the major contributor(s), have any ongoing involvement whatsoever with the organization? If yes, describe. ^ d) 3. Identify any personal or business relationships that exist between the organization's officials (e.g., directors/trustees) and the major contributor(s) or any person not at arm's length with the major contributor(s). ^ Part 3 - Activities of the organization Question 11 Charitable purposes and activities a) This section should be used to describe the organization's purpose(s) as outlined in its governing documents, and its corresponding activities (both actual and proposed). The purposes should be entered exactly as they appear in the organization's governing documents. Enter where each activity will take place, what it will involve, and who will carry it out, following the example set out below. Provide information on pages 4 and 5. (Purpose 1, 2, 3, etc.). If the activities will be carried on outside Canada, also see Question 11 c). Record fundraising activities only at Question 12. Example: Purpose - To relieve poverty by operating a soup kitchen. Activities in support of Purpose - The organization will operate a soup kitchen at 555 Any Street, Any Place, Canada. We will offer breakfast, lunch, and dinner 365 days a year. The facility is staffed by 4 volunteers and also provides clothing and other basic necessities to those in need. The soup kitchen's services are advertised at local churches and community centres. T2050 E (11) (Page 4 of 16) Charitable purposes and activities - Description Answers to Question 11a Provide a complete description of the activities to be carried out in support of each of the organization's purposes. If more space is required, please attach additional pages at the end of this form. ^ Reminder: If more space is required, please attach additional pages at the end of this form. T2050 E (11) (Page 5 of 16) Charitable purposes and activities - Description (cont'd) Answers to Question 11a Provide a complete description of the activities to be carried out in support of each of the organization's purposes. If more space is required, please attach additional pages at the end of this form. ^ Reminder: If more space is required, please attach additional pages at the end of this form. T2050 E (11) (Page 6 of 16) Part 3 - Activities of the organization (cont'd) b) Is the organization currently carrying out any of the activities described in Question 11 a)? Yes or No ^ If no, when does the organization plan to begin operations? ^ c) Activities outside of Canada Are any of the organization's activities listed in Question 11 a) taking place outside of Canada? Yes or No ^ If yes, go to pages 7 and 8, give the location(s) and include a detailed description of how the organization will undertake these activities. If these activities will be conducted under an arrangement with another organization or individual, describe the arrangement, and attach copies of any current or proposed written arrangement. See "Question 11 c) Activities Outside of Canada" in Part 3 - Activities of the organization in Guide T4063 for more information. d) Attach all minutes of meetings, newspaper articles, videos, CDs, fundraising materials, pamphlets, brochures, or other items that further describe the organization's work and purposes. Attached or N/A ^ Question 12 Fundraising activities a) Describe the organization's fundraising activities. Include the fundraising method, the frequency of each event, and the percentage of people involved who are volunteers. Examples: 1. We will operate a silent auction 4 times per year. 95% of people involved are volunteers. 2. We will use the Internet and email solicitation as means of ongoing fundraising. No volunteers are involved in this activity. ^ b) Has the organization hired, or does it plan to hire, a fundraiser from outside the organization to carry out the fundraising activities? Yes or No ^ If yes, identify the fundraiser, the amount it will be compensated, the terms of payment (e.g. lump sum vs. percentage of gross revenue), and attach a copy of any current or proposed contracts. Yes or No ^ c) Does the organization intend to receive non-cash gifts on a regular basis? Yes or No ^ If yes, describe the nature of the non-cash gifts (e.g., art work). ^ d) Is the organization currently involved with, or have any plans to become involved with, or is in any way associated with a tax shelter arrangement? See "Question 12 d) Fundraising Activities" in Part 3 - Activities of the organization, in Guide T4063, for a definition of a "tax shelter arrangement". Yes or No ^ T2050 E (11) (Page 7 of 16) Activities outside of Canada - Description Answers to Question 11c Provide a complete description of the activities the organization will undertake outside of Canada. If more space is required, please attach additional pages at the end of this form. ^ Reminder: If more space is required, please attach additional pages at the end of this form. T2050 E (11) (Page 8 of 16) Activities outside of Canada - Description (cont'd) Answers to Question 11c Provide a complete description of the activities the organization will undertake outside of Canada. If more space is required, please attach additional pages at the end of this form. ^ Reminder: If more space is required, please attach additional pages at the end of this form. T2050 E (11) (Page 9 of 16) Part 3 - Activities of the organization (cont'd) Question 13 Revenue from the sale of goods, services, or use of assets Does the organization plan to charge fees or receive regular income from the sale of goods or services, or from the use of the organization's assets? Example: The organization is an art gallery that operates a coffee shop in the facility for visitors to use. Yes or No (Go to Question 14) ^ If yes: a) Describe the activities in detail, and explain how these activities are linked to the organization's purpose(s). ^ b) For each of the activities described in Question 13 a), give the approximate percentage of the organization's total resources (human, financial, and physical) that it will devote to these activities. ^ c) What percentage of human resources involved are volunteers? ^ Question 14 Political activities See "Political activities" in Guide T4063 for a definition of political activities. a) Does the organization intend to undertake any political activities? Letter-writing campaigns, public rallies, and advocacy are usually considered political in nature. Yes or No (Go to Question 15) ^ b) If yes, describe the political activities in detail. Include details about the frequency, and explain how these activities help to achieve the organization's purposes. ^ c) For each of the activities described in Question 14 b), give the approximate percentage of the organization's total resources (human, financial, and physical) that it will devote to its political activities. ^ Question 15 Financial transactions with the organization's officials Has the organization entered into, or does it intend to enter into, any financial, real estate, or other transactions with its officials (e.g. directors/trustees), founders, members, employees, or any person/organization related to these people? Yes or No ^ If yes, give a detailed description of these transactions. ^ Question 16 Ownership a) Does the organization own more than 2% of the outstanding shares of any class of shares of a corporation? See Part 3 - Activities of the organization, in Guide T4063, at Question 16, for an explanation of the terms used. Yes or No ^ b) Does the organization currently own any real property, or does it have any future plans to own real property (e.g., land or buildings)? Yes or No ^ If yes, on a separate page, provide the address (including the country) and a description of the current property and title-holder arrangements, and/or proposed title-holder arrangements for future property. T2050 E (11) (Page 10 of 16) Part 4 - Financial Information of the organization Question 17 Proposed budget All applicants must complete Part 4. Give a proposed operating budget of revenue and expenditures and a list of anticipated assets and liabilities for the organization. If the organization has been operating for more than one year, attach a copy of its most recent financial statements. Attached or N/A ^ What is the organization's fiscal period end? Month or Day ^ Proposed operating budget for the next fiscal period (covering 12-months) a) Revenue Gifts Line 001: Gifts from individuals Amount ^ Line 002: Gifts from corporations and businesses (give name if known) ^ Amount ^ Line 003: Gifts from other registered charities (give name and Business Number if known) ^ Amount ^ Line: 004: Government grants, contributions, or contracts Amount ^ Fundraising activities (described in Question 12) Line 005: Fundraising activities carried on by the organization itself (report gross revenue) Amount ^ Line 006: Fundraising carried on by fundraisers outside of the organization (report gross revenue) Amount ^ Line 007: Revenue from the sale of goods, services, or the use of assets (described in Question 13) Amount ^ Other Line 008: List any other sources of revenue not already included above ^ Amount ^ Line 009: Total estimated revenue from all sources (Add lines 001-008) Amount ^ T2050 E (11) (Page 11 of 16) Part 4 - Financial Information of the organization (cont'd) b) Expenditures Charitable activities (described in Question 11) Line 010: List each charitable activity (described in Question 11a) and c) Amount) ^ Amount ^ Line 011: Gifts to qualified donees (e.g., Canadian registered charities) Include the name and Business Number of the qualified donee ^ Amount ^ Fundraising activities (described in Question 12) Line 012: Expenditures incurred for fundraising carried on by the organization itself Amount ^ Line 013: Expenditures incurred for paying fundraisers outside of the organization Amount ^ Line 014: Expenditures related to the sale of goods, services, or the use of assets (described in Question 13) Amount ^ Line 015: Expenditures incurred for political activities (described in Question 14) Amount ^ Management and administration Line 016: Remuneration (e.g., salaries, benefits) not already included Amount ^ Line 017: Accounting and legal services Amount ^ Line 018: Occupancy costs not already included Amount ^ Line 019: Supplies and equipment not already included Amount ^ Line 020: Printing, publications, and advertising not already included Amount ^ Line 021: Travel not already included Amount ^ Other Line 022: List any other expenditure not already included above ^ Amount ^ Total estimated expenditures Line 023: (Add lines 010 to 022) Amount ^ T2050 E (11) (Page 12 of 16) Part 4 - Financial Information of the organization (cont'd) c) Revenue and expenditures outside of Canada Revenue Is any of the organization's estimated revenue included in Question 17 a) received from donors outside of Canada? Yes or No ^ If yes, list the source of revenue and total estimated amount. Source of revenue ^ Amount ^ Source of revenue ^ Amount ^ Source of revenue ^ Amount ^ Expenditures Will any of the organization's estimated expenditures included in Question 17 b) be incurred for activities outside of Canada? Yes or No ^ If yes, list the country, corresponding activity (described in Question 11 a) & Question 11 c)) and the estimated amount. Country (including region) ^ Activity/Recipient ^ Amount ^ Country (including region) ^ Activity/Recipient ^ Amount ^ Country (including region) ^ Activity/Recipient ^ Amount ^ d) Assets and Liabilities Revenue See Question 17 d) "Assets and Liabilities" in Part 4 - Financial information of the organization in Guide T4063 for more information. Assets Enter the cost of the asset or, if the asset was donated, enter the fair market value. Line 030: Cash, bank accounts, and short term investments ^ Line 031: Long-term investments ^ Line 032: Capital assets (e.g., equipment, buildings) ^ Specify: ^ Line 033: Total assets (Add lines 030-032) ^ Liabilities Amounts payable (e.g., accounts payable, mortgages, loans) Specify: ^ Line 034: Total liabilities ^ T2050 E (11) (Page 13 of 16) Part 5 - Information about the organization's officials Question 18 Your organization is required to provide certain information about all members of its board of directors/trustees. Only the public information section is available to the public. The confidential information section is for the CRA's use and may only be disclosed in accordance with the provisions of the Income Tax Act. If more space is required, photocopy this page and attach it to the application form. Public information Last name ^ First name ^ Initial ^ Position in charity President ^ Treasurer ^ Secretary ^ Chair ^ Vice-President ^ Executive Director ^ Other ^ Confidential information Street number and name ^ City ^ Province or territory ^ Postal code ^ Telephone number (including area code) ^ Occupation/line of work ^ Date of birth (YYYY/MM/DD) ^ Public information Last name ^ First name ^ Initial ^ Position in charity President ^ Treasurer ^ Secretary ^ Chair ^ Vice-President ^ Executive Director ^ Other ^ Confidential information Street number and name ^ City ^ Province or territory ^ Postal code ^ Telephone number (including area code) ^ Occupation/line of work ^ Date of birth (YYYY/MM/DD) ^ Public information Last name ^ First name ^ Initial ^ Position in charity President ^ Treasurer ^ Secretary ^ Chair ^ Vice-President ^ Executive Director ^ Other ^ Confidential information Street number and name ^ City ^ Province or territory ^ Postal code ^ Telephone number (including area code) ^ Occupation/line of work ^ Date of birth (YYYY/MM/DD) ^ T2050 E (11) (Page 14 of 16) Part 6 - Confidential Information Question 19 Physical location of the organization Same as mailing address (Question 5) or: (Enter yes) ^ (Number, street, room, floor or suite number, lot number, concession) ^ (City or town, province, and postal code) ^ (Phone number) (Including area code) ^ (Fax number) ^ Question 20 Physical location of books and records (Enter yes) Same as mailing address (Question 5) or: ^ (Enter yes) Same as physical location in (Question 19) or: ^ (Number, street, room, floor or suite number, lot number, concession) ^ (City or town, province, and postal code) ^ (Phone number) (including area code) ^ (Fax number) ^ Question 21 Authorized Representative/Contact Person Name (first name, initial, surname) ^ Full mailing address ^ (Number, street, room, floor or suite number, lot number, concession) ^ (City or town, province, and postal code) ^ (Phone number) (including area code) ^ (Fax number) ^ Part 7 - Final Steps and Certification Checklist Have you attached the following information to this application? - a copy of the governing documents and a copy of all the amendments, if applicable (see Question 9.1). If the organization is governed by a constitution, remember to have the document signed and dated by three current directors (see Question 9.2); - a copy of the by-laws, if any (see Question 9.1 or Question 9.2); - the parent organization's Letter of Good Standing; - a certificate of good standing, if applicable (see Question 9.1 c)); - a detailed description of each purpose and its corresponding activities (see Question 11 a) & Question 11 c)); - a copy of the minutes, newspaper clippings, pamphlets, fundraising materials (see Question 11 d)); - a copy of the latest financial statements, if applicable (see Question 17); - the $500 late-filing penalty, if applicable (see the Re-registration section on our Web pages at www.cra.gc.ca/charityapplication); and - if applicable, all missing T3010, Registered Charity Information Returns, and required attachments (see the Re-registration section on our Web pages at www.cra.gc.ca/charityapplication). T2050 E (11) (Page 15 of 16) Part 7 - Final Steps and Certification (cont'd) Certification This form must be signed by two directors/trustees or like officials of the organization who have authority to sign on behalf of the organization. It is a serious offence under the Income Tax Act to provide false or deceptive information. I certify that the information given on this form and any attachment is, to the best of my knowledge, correct, complete, and current. 1. Signature ^ Name (please print) ^ Position within the organization ^ Date signed (Year/Month/Day) ^ 2. Signature ^ Name (please print) ^ Position within the organization ^ Date signed (Year/Month/Day) ^ Electronic mailing list (EML) Subscribers to the Charities What's New electronic mailing list are automatically notified by email of the latest information available for charities on such things as the Charities Information Sessions, new policies, updated policies, the Registered Charities Newsletter, and the Charities Partnership and Outreach Program. Subscribers will receive 2 emails a month from the Charities Directorate. The Charities Directorate will subscribe the following email addresses for the electronic mailing list service. Give your preferred email addresses: ^ T2050 E (11) (Page 16 of 16) Once completed, mail this application to: Charities Directorate Canada Revenue Agency Ottawa ON K1A 0L5