OAR 137-010-0010: Contents of General Registration Statement

Every registration statement filed pursuant to the general registration and reporting provisions of ORS Chapter 128 shall set forth in detail the following information to the extent requested by the Attorney General: (1) Name and contact information for the charitable organization subject to the Act, including mailing address, telephone number, facsimile number, email address, and website address. (2) Employer Identification Number. (3) Type of organization and type of instrument creating or governing the charitable organization, date of instrument, and where filed, including date and state of filing of articles of incorporation. Governing documents shall be attached and identified by title in the registration statement. (4) Names, position, and contact information for trustees, corporate officers and directors, key officials or employees, or other charitable fiduciaries, including telephone number, mailing address, and email address. (5) Purpose of the charitable organization. (6) Accounting year adopted by the charitable organization. (7) Names and addresses of beneficiaries designated by the instrument governing the charitable organization. (8) The charitable organization’s primary county of operations, principle place of business or administration, or similar information. (9) Information about the organization’s tax-exempt status, including the status of any IRS application and a copy of any IRS determination letter. (10) Information about any fundraising contracts to which the charitable organization is a party and any charitable gaming activity conducted by the charitable organization. (11) Information about whether the organization or its fiduciaries are parties to any voluntary agreements, administrative actions, or legal actions relating to charitable solicitations, charitable administration, or fiduciary practices.