Corporations & Charities Division

Physical/Overnight address:
801 Capitol Way S
Olympia, WA 98501-1226
Mailing address:
PO Box 40234
Olympia, WA 98504-0234
Tel: 360.725.0377
www.sos.wa.gov/corporations

INSTRUCTIONS: CHARITABLE TRUST REGISTRATION RCW 11.110

Purpose: A registration is for an organization that has not been registered with the Charities Program.

Unless otherwise specified, all questions should be answered in the present tense, with current information.

Attachments: All attachments must be clearly labeled with the section number to which they correspond. If renewing or
re-registering include the registration number on each page of the form and attachments.

General Instructions: Use dark ink only. Complete the entire form and enter all requested information in the fields provided. At our
website www.sos.wa.gov/charities a fillable .pdf version of this form is available or you can file online at www.ccfs.sos.wa.gov

Mail: Send completed form and payment to the address listed above.

Payment: Make checks or money orders payable to “Secretary of State.” Checks cannot be back dated more than 60 days from the
date the check is received.

Fees: The filing fee for a Trust Registration is $25.00

Expedited Service: If expedited service is requested, an additional $100 must be added to the filing fee. Check the box indicating
expedited service on page one.

ALL FILING FEES ARE NON-REFUNDABLE. ALL DOCUMENTS ARE PUBLIC RECORD

(1) Organization Name: Provide the organization’s name. The name must match what is listed in the document that established the
trust, commonly referred to as the Trust Instrument. If the Trust was established by Articles of Incorporation with the Secretary of
State Corporations Division, then the name must match what is currently recorded under the UBI number (9 digit Unified Business
Identifier). This information can be obtained by conducting an online search at https://www.sos.wa.gov/corps using the “Business
search”. If the organization name does not match the Trust Instrument the form will be returned for correction.

(2) Mixed Trust: Select “Yes” or “No”. A mixed Trust is a private and charitable trust combined.

(3) FEIN (Federal Employer Identification Number): Provide the organization’s FEIN. If the organization does not have a FEIN you
can apply at https://www.irs.gov/ A FEIN is required for registration with the Charities Program.

(4) Trust Instrument: Select one type of Trust Instrument, the Instrument must be attached when submitting this form.

 Articles of Incorporation: the UBI number and Jurisdiction are required. Please list the name of the corporation as
recorded with our office and the date of incorporation.
o UBI Number: a 9-digit number issued by several state agencies and allows you to do business in Washington State.

o Jurisdiction: Home state or country under whose law the organic documents are filed.

 Trust Agreement: provide the name as recorded in the Trust Instrument and the date the agreement was established.

Trust Registration Washington Secretary of State 10.2023

  Other Governing Documents: provide the document type, name as recorded on the document, and the date the document
was established.

 Last Will & Testament: provide the name as recorded in the Trust Instrument and the date the last will and testament was
established.

 Probate order: provide the name as recorded in the Trust Instrument, the county where the trust instrument is probated,
the probate number, and the probate date.

(5) Trust Beneficiary: If necessary, the Trust’s charitable beneficiaries can be listed. Provide the name and address of the charitable
organization that the Trust designates as a beneficiary. If there are more than two beneficiaries you may attach an additional page.
The attachment must be labeled “5 - Trust Beneficiary”.

(6) Federal Tax Exempt Status: Select “Yes” or “No”. If “Yes”, select the type of Federal Tax Exempt Status.

 If 115(1), 170(c)(1), or 501(c)(1-27), provide the organization’s most recent IRS determination letter.

 If Group Exemption, a letter from the central organization confirming its relationship with the registering organization is
required.

 If Church/Church Affiliated, Government Entity, or Annual gross receipts normally $5,000 or less, then automatic
exemption applies.

Include the organization’s most recent IRS determination letter. If a determination letter has not yet been received an Amendment
can be filed to provide the IRS determination letter.

(7) Charitable Purpose of the Organization: Provide the organization’s charitable purpose. Additional pages may be attached. The
attachment must be labeled “7 – Charitable Purpose”.

(8) Organization’s contact information:

a. Organization’s email, phone number, and website: Provide the required organization’s email address and phone number.
If applicable provide the organization’s website. The email address will receive the same notices sent to the organization’s
mailing address.

b. Organization’s address: Provide the required mailing address and street address.

i. The county is required if the street address is in Washington State.

ii. Select “Yes” if the street address is the same as the mailing address if the mailing address is NOT a PO Box or PMB.

iii. If the mailing address is a PO Box or PMB or the organization does not have a physical street address, the zip, city,
and state are required in the street address section. If the zip, city, and state is WA State, the county is required.

(9) Organization’s Financial Information: An “accounting year” is twelve consecutive months in duration; it generally begins on the
first day of the first month and ends on the last day of the twelfth month .

 If the organization has not submitted a Federal Tax return provide the First Accounting year end date and the organization’s
Beginning Gross Assets.

 If the organization submitted a Federal Tax return to the IRS select “Yes” then select the type of Federal Tax return that was
submitted and provide the accounting year below and complete all financial fields in the Financial Report. All financial fields
must be completed. If there is no financial information for a specific line write “0” or a line through that field. If any
financial fields are left blank, the filing will be returned.

Note: The organization’s tax documents must be attached when reporting financial figures.

Trust Registration Washington Secretary of State 10.2023

Financial Report Instructions: This office is not authorized to provide legal, financial, or tax advice such as what line items from the
organization’s tax document to pull numbers from. However, it is our policy to be as helpful as we can be and provide general
information when possible. Below are general instructions for completing the financial report section for those registered as a
Charitable Trust.

 Beginning gross assets: Enter the organization’s gross beginning assets. Gross means the total or whole amount of
something, whereas net means what remains from the whole after certain deductions are made.

 Total Revenue: Enter the gross dollar value of the organization’s revenue from all sources.

 Grants, Contributions and Program Services: Enter the gross dollar value of the organization’s expenditures to grants
issued, contributions made, and program services expenses.

 Compensation officer/directors/trustees: Enter the gross dollar value paid in compensation from the organization to its
officers, directors, and/or trustees.

 Total Expenses: Enter the total gross dollar value from all expenditures (grants, contributions, program services,
compensation, and administrative costs).

 Ending gross assets: Enter gross ending assets. Gross means the total or whole amount of something, whereas net means
what remains from the whole after certain deductions are made.

(10) Officers, Directors, Trustees: A minimum of one officer, director, or trustee must be listed.

 If the person’s address and phone number are the same as the organization’s mailing address select the box at the top of
this section. If the box is selected, only the full name and title of each person is required.

 If the person’s address and phone are not the same as the organization’s mailing address leave the box unselected and
provide each person’s address and phone number. If there are more than three persons, the organization may attach an
additional page. The attachment must be labeled “10 – Officers, Directors, Trustees”. Indicate if providing an attachment by
selecting “Yes” or “No” at the bottom of this section. The attached list must include the above information if the box at
the top of section 10 is left unselected.

(11) Organization’s Financial Preparer: Only one section may be selected and completed.

 Business: Select if a business prepared the organization’s financials and provide the business’s name, the representative’s
full name and title, and the address for the business.

 Individual: Select if an Individual prepared the organization’s financials and provide the person’s full name, title, and
address.

(12) Organization’s Legal Information: Legal Actions include any administrative or judicial proceedings alleging that the
organization or any individual in its registration has failed to comply with these rules, RCW 11.110, or state or Federal laws
pertaining to taxation, revenue, or record-keeping, whether such action has been instituted by a public agency or a private person or
business.

 If adding legal information, provide the Court (Jurisdiction), Case #, Title of legal action, and Date of legal action. The court
documentation must be submitted with the form.

 If reporting more than one legal action, submit an attachment listing the legal action(s) in the same format and include the
court documentation. Attachment must be clearly labeled “12 – Legal Information”

(13) Return Address for this Filing: If provided, the confirmation regarding this specific filing will be sent to this address, in addition
to the organization’s mailing address.

(14) Postal Mail Opt-In: Check this box if the organization wants to receive notifications by postal mail. If checked future
notifications will be sent by postal mail to the organization’s mailing address.

Trust Registration Washington Secretary of State 10.2023

(15) Signature: The signature, printed name and title, the signature date, and a contact number are required. The form may be
signed by the organization’s Trustee, or if the Trustee is a corporation then the Corporate Office or Employee responsible for the
Trust, or the legal business or individual legally representing the Trust. WAC 434-120-310.

Trust Directory: Optional

 If the organization does not want to participate in the trust directory do not include this page with your filing.

 If the organization wants to participate in the trust directory, which is a report that is made public on our website, complete
this page in its entirety and include in your filing.

For a rapid response to questions, requests for assistance, or to provide feedback, please visit the Corporations and
Charities website at www.sos.wa.gov/corporations-charities to chat with a representative.

Trust Registration Washington Secretary of State 10.2023

 Contact Information

This Box For Office Use Only

Tel: 360.725.0377
www.sos.wa.gov/corps

Physical/Overnight address: 801 Capitol Way S Olympia, WA 98501-1226

Mailing Address: PO Box 40234 Olympia, WA 98504-0234

□ Initial Registration: $25 new registration number is issued

□ To Expedite Filing, Add $100

CHARITABLE TRUST INITIAL REGISTRATION

All fields required unless otherwise specified Registration # _____________

ORGANIZATION INFORMATION:
(1) Organization Name: Must match the name provided on the trust instrument
_______________________________________________________________________________________________
(2) Is this a Mixed Trust: (Check one) □ Yes □ No a mixed trust is a private and a charitable trust combined
(3) Federal EIN/Tax ID Number: (Nine digits) _______________________
(4) ESTABLISHMENT OF TRUST: Make one selection below and complete the information. The Trust
Instrument must be attached
□ Articles of Incorporation & Bylaws (UBI/Jurisdiction Required):
Name of Corporation: ________________________________________________ Date of Incorporation: ___________
UBI #: _________________ Jurisdiction: _________________ State or Country of formation/incorporation.

□ Trust Agreement (UBI/Jurisdiction optional):

Trust Agreement: __________________________________________________ Date of Establishment: ____________

□ Other Governing Documents (UBI/Jurisdiction optional):

Document Type & Name: ___________________________________________ Date of Establishment: ____________
□ Last Will & Testament (UBI/Jurisdiction optional):
Inter Vivos of: ____________________________________________________ Date of Establishment: ____________

□ Probate Order (UBI/Jurisdiction optional):

Estate of: ________________________________________________ County Probated: ________________________
Probate Number: _____________________ Probate Date: _________________
(5) Trust Beneficiary: Name and addr ess of the Charity(s) that the tr ust designates as beneficiar y ( optional)
If necessary attach an additional sheet. Attachment must be clearly labeled “5 - Trust Beneficiary”

Organization Name: ______________________________ Organization Name: _______________________________

Address: _______________________________________ Address: ________________________________________
City: ________________ State: ______ Zip: __________ City: ________________ State: ______ Zip: __________

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Registration # _____________

(6) FEDERAL TAX EXEMPT STATUS:

Does the organization have a Federal Tax Exempt Status: (Check one) □ Yes □ No
If Yes, one selection must be made below. Attach the organization’s most recent IRS determination letter.

(Check one) □ 115(1) □ 170(c)(1) □ 501(c) (1-27 only) _______ □ Group Exemption if group exempt see
instructions for additional attachments that are required.
If the organization is one of the following , then automatic exemption applies and an IRS Determination letter is not
required. Select exemption reason below.
□ Church/Church Affiliated □ Government Entity □ Annual gross receipts normally $5,000 or less
(7) CHARITABLE PURPOSE OF THE ORGANIZATION:
_________________________________________________________________________________________________
_________________________________________________________________________________________________
_________________________________________________________________________________________________
_________________________________________________________________________________________________
_________________________________________________________________________________________________
_________________________________________________________________________________________________

(8) ORGANIZATION’S CONTACT INFORMATION:

Organization Email: Organization Phone Number:
_____________________________________________ _____________________________________________
Organization Website: (optional)
______________________________________________________________________________________________

Is the mailing or street address located in WA? (Check one) □ Yes □ No

If Yes, please pr ovide County: _______________
Is the Street Address the same as the Mailing Address? Only if mailing address is NOT a PO Box or PMB
(Check one) □ Yes □ No

If Mailing address is a PO Box or PMB and there is no physical address, please provide the Zip, City, and State
under the Organization Street Address including the county if State is WA.

Organization Mailing Address Organization Street Address

(Must be a physical address; No PO Box or PMB)

Address: _______________________________________ Address: ________________________________________

_______________________________________________ ________________________________________________
Zip: __________ City: ___________________________ Zip: __________ City: ____________________________
State: __________ Country: _______________________ State: __________ Countr y: _______________________

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Registration # _____________

(9) ORGANIZATION’S FINANCIAL INFORMATION

Did the organization submit a Federal Tax return to the IRS for the fiscal/accounting year reported?

(Check one) □ Yes □ No

If Yes, Check the type of tax r etur n filed and complete the financial r epor t below by pr oviding the accounting
year and financial information: □ 990 □ 990EZ □ 990PF □ 990N □ Other the tax form must be attached

If No, Pr ovide the Fir st Accounting Year End Date and Beginning Gr oss Assets then continue to page 4:

First Accounting Year End Date: (mm/dd/yyyy) ____________

Beginning Gross Assets: _____________________

FINANCIAL REPORT FOR PRECEDING, COMPLETED ACCOUNTING YEAR

ALL below financial fields must be completed. Enter zer o if the or ganization does not have any financial
infor mation to report for a specific field. The organization’s form 990 or other tax form MUST be enclosed.
Organization’s Accounting Year Begin Date Organization’s Accounting Year End Date
____________________________ ____________________________
(mm/dd/yyyy) (mm/dd/yyyy)

1. Beginning Gross Assets: $ __________________________________________

2. Total Revenue: $ __________________________________________

3. Grants, Contributions and Program Services: $ __________________________________________

4. Compensation officer/directors/trustees: $ __________________________________________

5. Total Expenses: $ __________________________________________
6. Ending Gross Assets: $ __________________________________________

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Registration # _____________

(10) OFFICERS, DIRECTORS, TRUSTEES:

□ Check if address and phone number for the individual(s) listed is the same as the information reported in the
Organization’s Mailing Address Information on page 2. If checked, only the individual’s name and title must be reported

Name: ______________________________________ Title: ______________ Phone: _______________________

Address: _____________________________________ City: __________________ State: _______ Zip: ___________

Name: ______________________________________ Title: ______________ Phone: _______________________

Address: _____________________________________ City: __________________ State: _______ Zip: ___________

Name: ______________________________________ Title: ______________ Phone: _______________________

Address: _____________________________________ City: __________________ State: _______ Zip: ___________

Are additional officers attached? (Check one) □ Yes □ No

If Yes, attachment must be clear ly labeled “10 - Officers, Directors, Trustees”

(11) ORGANIZATION’S FINANCIAL PREPARER: Required if the Financial Report on page 3 has been completed.
Person or Business that prepares, reviews, or audits financial information, if any, or person or business that completed
the financial report.
Check one and complete the corresponding section.

□ Business - Business’s Name: _______________________________________

Representative’s Name: _________________________________________________ Title: ______________________
Address: _____________________________________City: _____________________ State: _______ Zip: _________

□ Individual - Name: __________________________________________________ Title: _____________________

Address: _____________________________________City: _____________________ State: _______ Zip: _________
(12) ORGANIZATION’S LEGAL INFORMATION:
Has the organization or any individual in its registration been subject to any legal action in which a judgment or
final order was entered within the last 10 years, or action is currently pending?

(Check one) □ Yes □ No

If Yes, please complete the below fields and the cour t documentation for each instance listed must be attached.
Court (Jurisdiction): ___________________________ Case Number: _______________________________
Title of Legal Action: ________________________________________ Date of Legal Action: _________________
“Legal Actions” include any administrative or judicial proceedings alleging that the business has failed to comply with these rules, RCW
11.110, or state or Federal laws pertaining to taxation, revenue, or record - keeping, whether such action has been instituted by a public agency
or a private person or business.

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Registration # _____________

(13) RETURN ADDRESS FOR THIS FILING: (optional)

If provided, the confirmation regarding this specific filing will be sent to the address below, in addition to the
Organization’s mailing address.
Attention: __________________________________ Email: _____________________________________________
Address: _______________________________________________________________________________________
City: __________________________________ State: _______________ Zip: ______________

(14) POSTAL MAIL OPT-IN: By checking the box the organization will not receive email notifications
□ The organization wants to receive all notifications to the organization by postal mail
(15) SIGNATURE:
By executing this document, the applicant certifies the following:
 He/she is authorized to represent the above named organization.
 The information contained herein is accurate and true to the best of the applicant’s knowledge.

____________________________________ __________________________________ _____________________

Signature of Applicant Printed Name / Title Date
Contact phone number ____________________________
Must be signed by the Trustee, if the Trustee is a corporation then the Corporate Officer or Employee responsible for the Trust, or the Legal
Business or Individual legally representing the Trust WAC 434-120-310

ALL SUBMISSIONS ARE SUBJECT TO PUBLIC REVIEW

 Post mark date is not the received date
 Tax document must be included
 Be sure to sign and date before placing the form in the mail

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Registration # _____________

TRUST DIRECTORY (Optional)

Only complete this page if the organization chooses to be included in the Washington Charitable Trust Directory

Type of organization (please select one): □ Grantmaker □ Grantseeker □ Both Grantmaker/Grantseeker

Contact person name: Phone number:
__________________________________________ _________________________________________
PURPOSE CODES: *Please note that Purpose Codes are adopted from the National Taxonomy of Exempt Organizations (NTEE).
Check up to three (3) of the following Purpose Codes to describe the organization’s activities:
□ Arts, culture, humanities □ Employment/jobs □ Community improvement/
□ Educational institutions & related □ Food, nutrition, agriculture development
activities □ Housing/shelter □ Philanthropy & volunteerism
□ Environmental quality, protection □ Public safety/disaster □ Science
□ Animal-related activities preparedness & relief □ Social sciences
□ Health - general & rehabilitative □ Recreation, leisure, sports, □ Public affairs/society benefit
□ Mental health, crisis intervention athletics □ Religion/spiritual development
□ Disease/disorder/medical disciplines □ Youth development □ Mutual membership benefit
(multipurpose) □ Human service - other organizations
□ Medical research multipurpose □ Unknown, unclassifiable
□ Public Protection: crime/courts/ □ International
legal services □ Civil rights/civil liberties

BELOW FOR GRANTMAKERS ONLY

Does the organization accept unsolicited applications? (Check one) □ Yes □ No
Grants are made to: (Check all that apply) □ 501 (c)(3) organizations □ Other organizations □ Individuals
Average grant size: (Check one) □ $5000 or below □ $5,001 - $10,000 □ $10,001 - $25,000 □ $25,001 - $50,000
□ $50,001 or above
Geographic service area (Check all that apply) □ Washington State □ Pacific Northwest □ United States
□ Local (describe) _________________________________________________________________________________
_________________________________________________________________________________________________
□ Other (describe) _________________________________________________________________________________
_________________________________________________________________________________________________
Suggested initial approach for grant seekers: (Check all that apply) □ Letter □ Request information packet
□ Telephone call □ Do not call
□ Email _________________________________________________________________________________
□ Other _________________________________________________________________________________

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