Canada T3010 Form – Fill Out and Use This PDF

The Canada T3010 form, officially known as the Registered Charity Information Return, is a crucial document that every registered charity in Canada must complete annually. This form serves not only to maintain the charity's registered status—even in periods of inactivity—but also provides a comprehensive overview of the charity's operations, including fiscal data, organizational changes, and program activities as outlined in Section A: Identification through to Section D: Financial Information. For assistance in filling out the form, charities are directed to Guide T4033, available at canada.ca/cra-forms. Click the button below for a step-by-step guide on how to complete the T3010 and ensure compliance with the Canadian Revenue Agency's (CRA) regulations.

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Canada T3010 Form PDF Details

The Canada T3010 form, known as the Registered Charity Information Return, stands as a critical document for charities in Canada, encapsulating a broad range of data integral for maintaining their registered status. Even when a charity ceases active operations, submission of this form is obligatory, ensuring continued compliance with the regulatory framework overseen by the Canada Revenue Agency (CRA). Detailed within the form are sections dedicated to the charity's basic identification, including its name, fiscal period ending, registration number, and web address, if applicable. It probes into the charity's organizational structure, questioning whether it operates under a superior entity and if it has undergone any significant transitions such as dissolving or ceasing operations. Additionally, the form delves into the charity's classification as either a public or private foundation, which has direct implications on the required supplemental schedules and disclosures concerning its governance, financial activities, and program undertakings. The form further addresses the charity's financial interactions, including gifts received and made, investments, and the compensation of its employees and directors. A detailed examination of the charity’s financial information and its adherence to governing laws regarding fundraising, receipt issuance, and asset management is also mandated. Each section underscores the necessity for transparency, accountability, and regulatory compliance, reinforcing the charity's commitment to its social mission while upholding public trust.

Question	Answer
Form Name	Canada T3010 Form
Form Length	9 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	2 min 15 sec
Other names	t3010, cra t3010 form, t3010 filing, t3010 fillable

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Registered Charity Information Return	Protected B when completed

Section A: Identification

•To help you fill out this form, refer to Guide T4033, Completing the Registered Charity Information Return. It can be found at canada.ca/cra-forms.

Note: Even if a charity is inactive, an information return must be filed to maintain its registered status.

Complete the following:

1. Charity name:

2. Return for fiscal period ending:

3. BN/registration number:

4. Web address (if applicable):

Year

Month Day

R R

	1510
A1 Was the charity in a subordinate position to a head body?
If yes, give the name and BN/registration number of the organization.

Yes

Name:

BN (9 digits, 2 letters, 4 digits. Example: 123456789RR0001)

		1570
A2	Has the charity wound-up, dissolved, or terminated operations?
		1600
A3	Is the charity designated as a public foundation or private foundation?

Yes

If yes, you must complete Schedule 1, Foundations. To confirm the charity’s designation, go to the CRA’s List of charities and refer to the charity’s detail page.

Section B: Directors/trustees and like officials

B1 All charities must complete Form T1235, Directors/Trustees and Like Officials Worksheet. Only the public information section of the worksheet is available to the public. Charities subject to the Ontario Corporations Act must also complete Form RC232, Corporations Information Act Annual Return for Ontario Not-for-Profit Corporations.

Note: If you would like these individuals to have the authority to communicate with the CRA on behalf of your charity, their name must also appear as an owner for your Business Number (BN). For more information, go to canada.ca/charities-giving, select "Operating a registered charity," then "Making a change to your organization" and see "Change director."

Section C: Programs and general information
		1800
C1	Was the charity active during the fiscal period?
	If no, explain why in the "Ongoing programs" space below at C2.

Yes

C2 Describe all ongoing and new charitable programs the charity carried on during this fiscal period to further its purpose(s) (as defined in its governing documents). "Programs" includes all of the charitable activities that the charity carries out on its own through employees or volunteers as well as through qualified donees and intermediaries. The charity may also use this space to describe the contributions of its volunteers in carrying out its activities, for example, number of volunteers and/or hours. Do not include the names of employees or volunteers. Grant-making charities should describe the types of organizations they support. Do not describe fundraising activities in this space.

Do not attach additional sheets of paper or annual reports.

Ongoing programs:

New programs:

T3010 E (20) Version A

(Ce formulaire est disponible en français.)

Protected B when completed

Registered charities may make gifts to qualified donees. Qualified donees are other registered Canadian charities, as well as certain other organizations described in the Income Tax Act.

	2000
Did the charity make gifts or transfer funds to qualified donees or other organizations?

Important: If yes, you must complete Form T1236, Qualified donees worksheet/Amounts provided to other organizations.

Did the charity carry on, fund, or provide any resources through employees, volunteers, agents, joint ventures,
contractors, or any other individuals, intermediaries, entities, or means (other than qualified donees) for any activity/
	2100
program/project outside Canada?
Important: If yes, you must complete Schedule 2, Activities outside Canada.

Yes

Public policy dialogue and development activities

This question has been removed.

If the charity carried on fundraising activities or engaged third parties to carry on fundraising activities on its behalf, select all fundraising methods that it used during the fiscal period:

2500

2510

2530

2540

2550

2560

	Advertisements/print/radio/	2570
	TV commercials	2570
	TV commercials
	Auctions
	Auctions	2575
	Collection plate/boxes
	Collection plate/boxes	2580
	Door-to-door solicitation
	Door-to-door solicitation	2590

	Draws/lotteries	2600

	Fundraising dinners/galas/concerts	2610

Sales	2620		Telephone/TV solicitations
Internet
Internet	2630		Tournament/sporting events
Mail campaigns
Mail campaigns	2640		Cause-related marketing
Planned-giving programs
Planned-giving programs	2650		Other
Targeted corporate		Specify:
Targeted corporate	2660
donations/sponsorships	2660
donations/sponsorships

Targeted contacts

		2700
C7	Did the charity pay external fundraisers?	2700
	If yes, you must complete the following lines, and complete Schedule 4, Confidential data, Table 1.
	(a) Enter the gross revenue collected by the fundraisers on behalf of the charity	5450	$

	(b) Enter the amounts paid to and/or retained by the fundraisers	5460	$

Yes

2730	Commissions	2750		Finder's fee	2770	Honoraria

2740	Bonuses	2760		Set fee for services	2780	Other
			Specify:
		2790	Specify:

(d) Did the fundraiser issue tax receipts on behalf of the charity? ...............................................................

Did the charity compensate any of its directors/trustees or like officials or persons not at arm's length from the

charity for services provided during the fiscal period (other than reimbursement for expenses)? ............................

Did the charity incur any expenses for compensation of employees during the fiscal period? ...............................

Important: If yes, you must complete Schedule 3, Compensation.

2800

3200

3400

Yes

C10 Did the charity receive any donations or gifts of any kind valued at $10,000 or more from any donor that
	3900
was not resident in Canada and was not any of the following:
• a Canadian citizen, nor
• employed in Canada, nor
• carrying on a business in Canada, nor
• a person having disposed of taxable Canadian property?
Important: If yes, you must complete Schedule 4, Confidential data, Table 2, for each donation of $10,000 or more.

Yes

Page 2 of 9

5000 $

5010 $

C11 Did the charity receive any non-cash gifts for which it issued tax receipts? .....................................................

Important: If yes, you must complete Schedule 5, Non-cash gifts.

C12 Did the charity acquire a non-qualifying security?..................................................................................

C13 Did the charity allow any of its donors to use any of its property? (except for permissible uses).............................

C14 Did the charity issue any of its tax receipts for donations on behalf of another organization? ................................

C15 Did the charity have direct partnership holdings at any time during the fiscal period?.........................................

Protected B when completed

4000	Yes	No

5800	Yes	No

5810	Yes	No

5820	Yes	No

5830	Yes	No

Section D: Financial information

Fill out either Section D or Schedule 6, Detailed financial information.

If any of the following applies to the charity, complete Schedule 6 instead of Section D:

(a)The charity's revenue exceeds $100,000.

(b)The amount of all property (for example, investments, rental properties) not used in charitable activities was more than $25,000.

(c)The charity had permission to accumulate funds during this fiscal period.

Show all amounts to the nearest single Canadian dollar. Do not enter "See attached financial statements." All relevant fields must be filled out.

Was the financial information reported below prepared on an accrual or cash basis? ........................................

Summary of financial position:

Using the charity's own financial statements, enter the following:

Did the charity own land and/or buildings? .........................................................................................

Total assets (including land and buildings) .....................................................................................

Total liabilities ........................................................................................................................

Did the charity borrow from, loan to, or invest assets with any non-arm's length persons?...................................

Revenue:

Did the charity issue tax receipts for gifts? .........................................................................................

If yes, enter the total eligible amount of all gifts for which the charity has issued or will issue tax receipts .................

Total amount of 10 year gifts received	4505	$
Total amount received from other registered charities
Total other gifts received for which a tax receipt was not issued by the charity
(excluding amounts at lines 4575 and 4630)
Did the charity receive any revenue from any level of government in Canada?
If yes, total amount received
Total tax-receipted revenue from all sources outside of Canada
	4571	$
(government and non-government)	4571	$

Total non tax-receipted revenue from all sources outside of Canada (government and non-government) .................

Total non tax-receipted revenue from fundraising .................................................................................

Total revenue from sale of goods and services (except to any level of government in Canada) .............................

Other revenue not already included in the amounts above .......................................................................

Total revenue (add lines 4500, 4510 to 4570, and 4575 to 4650).............................................................

Expenditures:

Professional and consulting fees ....................................................................................................

Travel and vehicle expenses .........................................................................................................

All other expenditures not already included in the amounts above (excluding gifts to qualified donees)....................

Total expenditures (excluding gifts to qualified donees) (add lines 4860, 4810, and 4920) .................................

Of the amount at line 4950:

(a) Total expenditures on charitable activities .........................................

(b) Total expenditures on management and administration ..........................

Total amount of gifts made to all qualified donees .................................................................................

Total expenditures (add lines 4950 and 5050) ..................................................................................

4020				Accrual		Cash

4050					Yes	No

4200			$

4350			$


4400					Yes	No

	4490				Yes	No

4500		$


4510		$


4530		$


4565					Yes	No

4570		$


4575		$
4630
4630		$
4640
4640		$
4650
4650		$
4700
4700			$


4860		$
4810
4810		$
4920
4920		$
4950
4950		$


5050		$
5100
5100			$

Page 3 of 9

Privacy statement

Personal information is collected under the authority of the Income Tax Act and is used to establish and validate the identity and contact information of directors, trustees, officers, like officials, and authorized representatives of the organization. This information will also be used as a basis for the indirect collection of additional personal information from other internal and external sources, which includes personal tax information, and relevant financial and biographical information. Personal information will be used to assess the risk of registration with respect to the obligations and requirements as outlined in the Act and the common law. The social insurance number (SIN) is collected under subsection 237 of the Act and is used for identification purposes.

The Canada Revenue Agency (CRA) will make the information on this annual information return available to the public on the Charities Directorate website, except for information identified as confidential. Personal information may also be disclosed under information-sharing agreements and in accordance with section 241 of the Act. Incomplete or inaccurate information may result in compliance measures including revocation of registered status.

Personal information is described in personal information bank CRA PPU 200 and is protected under the Privacy Act. Individuals have a right of protection, access to and correction or notation of their personal information. You are entitled to complain to the Privacy Commissioner of Canada regarding our handling of your information.

Notification to directors and like officials: The CRA strongly encourages the organization to voluntarily inform its directors and like officials that it has collected and disclosed their personal information to the CRA.

I confirm that I have read the Privacy statement above.

Checklist

A charity's complete annual information return includes:

• Form T3010, Registered Charity Information Return, and all applicable schedules

• a copy of the charity's financial statements

• Form T1235, Directors/Trustees and Like Officials Worksheet

• Form RC232, Corporations Information Act Annual Return for Ontario Not-for-Profit Corporations (if applicable)

• Form T1236, Qualified donees worksheet/Amounts provided to other organizations (if applicable)

• Form T2081, Excess Corporate Holdings Worksheet for Private Foundations (if applicable) If financial statements are not included, the charity's registration may be revoked.

Physical address of the charity

Section F: Confidential data

Protected B when completed

Section E: Certification

This return must be signed by a person who has authority to sign on behalf of the charity. It is a serious offence under the Income Tax Act to provide false or deceptive information.

I certify that the information given on this annual return and any attachment is, to the best of my knowledge, correct, complete, and current.

Name (print):		Signature:

Position in charity:	Date:	Phone number:

F1 Enter the physical address of the charity and the address in Canada for the charity's books and records. Post office box numbers and rural routes are not sufficient.

Address for the charity's books and records

Complete street address

City

Province or territory and postal code

F2 Name and address of individual who completed this return.

Name:

Company name (if applicable):

Complete street address:

City, province or territory, and postal code:

Phone number:	Yes	No
Is this the same individual who certified in Section E above?

Page 4 of 9

Foundations

1 Did the foundation acquire control of a corporation?...............................................................................

2Did the foundation incur any debts other than for current operating expenses, purchasing or selling investments,

or in administering charitable activities?.............................................................................................

For private foundations only:

3Did the foundation hold any shares, rights to acquire shares, or debts owing to it that meet the definition of a non-qualified investment? .............................................................................................................

4Did the foundation own more than 2% of any class of shares of a corporation at any time during the fiscal period? ......

If yes, you must complete and attach Form T2081, Excess Corporate Holdings Worksheet for Private Foundations.

Activities outside Canada

Important: If you complete this section, you must answer yes to question C4.

Protected B when completed

Schedule 1

100	Yes	No

110	Yes	No

120	Yes	No

130	Yes	No

Schedule 2

For more information go to canada.ca/charities-giving and see Guidance CG-002, Canadian registered charities carrying out activities outside Canada.

1 Total expenditures on activities/programs/projects carried on outside Canada, excluding gifts to qualified donees .......

2Were any of the charity’s financial resources spent on programs outside of Canada under any kind of an arrangement including a contract, agency agreement, or joint venture to any other individual or organization (excluding gifts to qualified donees)? ................................................................................................

200$

Yes

If yes, provide details of the amount reported in question 1 on line 200, that the charity transferred to these individuals or organizations in the following table:

Name of individual/organization

Country code where the activities were carried out

(see list at the end of Schedule 2)

Amount ($)

Show amounts to the nearest Canadian dollar

Important: If you entered information in the table above, you must answer yes in line 210.

3Using the table below, enter the countries outside Canada where the charity itself carried on programs or devoted any of its resources.

4 Were any projects undertaken outside Canada funded by Global Affairs Canada .............................................

If yes, what was the total amount the charity spent under this arrangement? ..................................................

5 Were any of the charity's activities outside of Canada carried out by employees of the charity?.............................

6 Were any of the charity's activities outside of Canada carried out by volunteers of the charity? .............................

7Did the charity export goods as part of its charitable activities? ..................................................................

If yes, list the items exported, their destination, the country code, and their value.

220

230$

Yes

Yes No

Item exported

Destination (city/region)

Country code

Value (CAN $)

Page 5 of 9

How to Edit Canada T3010 Form Online for Free

t3010 charity return can be filled in online with ease. Simply use FormsPal PDF editing tool to get it done in a timely fashion. The editor is constantly upgraded by us, receiving awesome functions and turning out to be better. It just takes just a few easy steps:

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In an effort to fill out this PDF document, ensure you enter the right details in every area:

1. To begin with, while filling out the t3010 charity return, start out with the part that has the next blank fields:

t3010 charity return form writing process outlined (portion 1)

2. Right after completing this step, go to the next part and enter the essential particulars in these fields - Section C Programs and general, Was the charity active during the, Yes, C Describe all ongoing and new, documents Programs includes all of, Do not attach additional sheets of, Ongoing programs, and New programs.

t3010 charity return form conclusion process explained (stage 2)

3. The third part is normally simple - complete all of the fields in Registered charities may make, Did the charity make gifts or, Yes, Important If yes you must complete, Did the charity carry on fund or, Yes, Important If yes you must complete, C Public policy dialogue and, This question has been removed, C If the charity carried on, used during the fiscal period, Advertisementsprintradio TV, Auctions, Collection plateboxes, and Doortodoor solicitation to complete the current step.

t3010 charity return form writing process outlined (portion 3)

4. To go forward, this next section requires filling out a handful of form blanks. Examples include Did the charity pay external, Yes, If yes you must complete the, a Enter the gross revenue, b Enter the amounts paid to andor, c Select the method of payment to, Commissions, Bonuses, Finders fee, Set fee for services, Specify, Honoraria, Other, d Did the fundraiser issue tax, and Yes, which you'll find essential to going forward with this particular process.

Step no. 4 for filling out t3010 charity return form

5. Last of all, this last segment is precisely what you need to complete prior to using the PDF. The blank fields under consideration are the next: Did the charity receive any, Did the charity acquire a, Did the charity allow any of its, Did the charity issue any of its, Did the charity have direct, Protected B when completed, Yes, Yes, Yes, Yes, Yes, Section D Financial information, Fill out either Section D or, If any of the following applies to, and a The charitys revenue exceeds b.

Did the charity issue any of its, a The charitys revenue exceeds b, and Section D Financial information inside t3010 charity return form

It is possible to make errors when completing your Did the charity issue any of its, hence make sure that you go through it again prior to deciding to finalize the form.

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Canada T3010 Form – Fill Out and Use This PDF

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