State of Iowa Office of the Attorney General

Charitable Trust Form

Charitable Trust Annual Report

Use this form to submit annual charitable trust reporting information and applicable tax documents.

Before You File

Annual reporting and tax documents

Note: This form is for annual charitable trust reporting and submission of applicable tax documents. Charitable trust filings are exempt from public records requests.

Annual Report Form

Complete the form below

* Indicates a required field

Organization Information

Financial Information

Signature

Name of Trust:

Address:

City, State, Zip:

Principal Contact Person:

Role:

Principal Contact Email Address:

Principal Contact Phone Number:

Tax ID Number:

Fiscal Year Start Date:

Fiscal Year End Date:

Contact

Charitable Trust Contact Information

Email

charitable.trust@ag.iowa.gov

Phone

515-281-5926

Office

Iowa Attorney General
Consumer Protection Division
1305 E. Walnut Street
Des Moines, Iowa 50319

Attorney General of Iowa
Hoover Building
1305 E Walnut Street
Des Moines, IA 50319

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Charitable Trust Annual Report Form