Completing the Registered Charity Information Return (T3010B)

Guide T4033B - Completing the Registered Charity Information Return

Form T3010B - Registered Charity Information Return

Section A

• 1, 2, 3 & 4 don't need to be filled out if you affix the received barcode, and all information on it is correct.
• A1: Yes - The Roman Catholic Episcopal Corporation For The Diocese of Sault Ste. Marie, in Ontario. Canada. -  107876476 RR 0001
• A2: No (Unless the parish is closed and this was the last year that it was active)
• A3: No

Section B

• B1: Form T1235 - Directors/Trustees and Like Officials Worksheet

          This Form needs to be completed. We recommend the following be listed: the priest, the lay chair of the finance committee, and Fr. Brian Dixon.

Section C

• C1: Yes
• C2: You can describe in detail or use the following description which is short and includes most parish activities for Ongoing programs.

          "Advancement of Religion and works of charity"

• C3: Yes - Amounts sent to other Registered Charities, including the Diocese of Sault Ste. Marie.

         Form T1236 - Qualified Donees Worksheet / Amounts Provided to Other Organizations

          In the total for the Diocese of Sault Ste. Marie you should include, the amount sent for the DAE and Special Collections.

• C4: No (If you did have activities outside of Canada you should contact the Diocesan Centre to get additional information on the proper procedures to follow in order to be able to do so.)
• C5: No
• C6: Check all items that apply
• C7: No
• C8:No
• C9: Yes, Complete schedule 3 at the end of the form (would be No for parishes that have no Lay employees and no priest - e.g. University parish)
• C10: No (Unless parish received a donation of $10,000 or more from a donor not residing in Canada)
• C11: No (We recommend you do not issue a tax receipt for a gift in kind. The parish should  pay for the item, and the individual can donate the amount received to the parish, otherwise an appraisal of the item needs to be done. Also, please note that services cannot be considered gift in kind.)
• C12: No
• C13: No
• C14: No (No receipt can be issued for events created by other groups for their fundraising. e.g. Knight of Columbus or Catholic Women League, etc...)

Section D (Only if revenue is less than $100,000, otherwise complete Schedule 6)

•  D1: Accrual (Meaning that all items that are related to the year are recorded in that year. For example; a hydro invoice covering the month of December was paid in January of the following year, the amount payable should be included in expenses for December.)
• D2: (4050) No (Civilly, the Diocese of Sault Ste Marie owns all of the land and buildings.)
• D3: (4490) Yes

     (4500) Total of tax receipts issued for the year

     (4510) Total amount received from other charities (e.g. Knight of Columbus)

     (4530) The remaining portion of revenues not included on other lines

     (4565) No (Unless you received a grant for a Student summer job, if so enter amount on line 4570)

     (4630) Total revenue from non tax-receipted fundraisers

• D4: (4860) Total professional and consulting fees (bookkeeper, auditor, lawyer, etc...) 

     (4810) Total travel expenses (Km reimbursements, etc...)

     (4920) Remaining portion of expenses

     Total amount on Line (4950) should equal total amount on line (5100)

     (5010) Should include Telephone, Security System, Municipal Taxes, Insurance, and Salaries related to time spent on bookkeeping (estimate %)

     (5000) Remaining expenses not included in lines (5070) & (5010)

Section E, Section F

• Complete with the correct information

Schedule 6 (Only if revenue exceeds $100,000, instead of Section D)

• This section is similar to prior year except that it is more detailed. Please read each line item very carefully and refer to the guide if needed.

T3010B Checklist

• Utilize this checklist at the end of Section F to ensure you have filled out all needed sections of the form.

If you have any questions, please do not hesitate to contact us.