Get Charitable Organization Financial Information Form Form Co-2. Charitable Organization Financial

Filling out the Charitable Organization Financial Information Form Form CO-2 is essential for organizations that have been in operation for less than one year. This guide provides you with clear, step-by-step instructions to help you accurately complete the form online and ensure compliance with the regulations set by the Attorney General's Office.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the form, which you can then open in your chosen editor.
2. Begin by providing the name, address, and telephone number of your organization in the designated fields. Ensure all information is accurate and up-to-date.
3. Indicate the location and telephone number where the organization's books and records are stored. This is critical for transparency and accountability.
4. Answer the question regarding whether the gross receipts for the current calendar/fiscal year are expected to exceed $10,000. Select ‘Yes’ or ‘No’ accordingly.
5. In the financial information section, enter the gross receipts to date, including contributions, gifts, and grants. Fill in all relevant fields such as cash, program service revenue, accounts receivable, and assets.
6. If available, you may substitute a current treasurer's report instead of providing detailed financial information, provided it includes substantially the same information.
7. Ensure that at least two different individuals, familiar with the organization's financial affairs, sign the certification section. These individuals typically should be the President and the Chief Financial Officer, or two trustees.
8. Complete the notary section, ensuring that the document is signed and dated by a notary public as required.
9. Once all sections are filled out, review the document for accuracy before saving any changes. You can choose to download, print, or share the completed form as necessary.

Complete your Charitable Organization Financial Information Form CO-2 online today to ensure compliance and support your organization’s mission.