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WE Charity Foundations - Public Docs - Redacted

What is WE Charity Foundation?

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Stewart Bell
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79K views50 pages

WE Charity Foundations - Public Docs - Redacted

What is WE Charity Foundation?

Uploaded by

Stewart Bell
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF or read online on Scribd
GapataRerse Agence ers Protected B Jo Sore oe when completed Application to Register a Charity Under the Income Tax Act ‘To complete ths form, you will need the information and instructions in the companion Guide T4063, Registering @ Chanty for Income Tax Purposes, avaiable inthe Forms and publications section on our website at [Link]-glving ‘To evaluate an application, we naed complete and accurate information. I @ question isnot relevant tothe organization's situation, enter N/A in the space providea, If this application an¢ the mendatory atlachments are not includec, we will return the application without reviewing it See the checklist on the last pag fora ist of the mandatory attachments ‘The Canada Revenue Agency (CRA) may share the information collected on this form with other government departments or agencies to verify compliance with the Income Tax Act and other Acts of Parliament. Part 4 — Identification of the organization applying for registration [El correniioget rare ofthe orgartation ‘WE Chart Foundation ! i t [Eilcuent poring ortade rane [El Previous names — List any other names undor which the organization has operaied [Eileusnoss nomber ‘Give one of the organization's Business Numbers if one has been assigned. i = Malling address ~ —_ 299 Queen SE ar, SFO, aro SETS AY Toronto ‘ontario [ul sjalsisyo Tey orto ‘prvnced ‘pou cooBy a1o-05 8006 areaasene Tanta nara Texniser) ‘Tabata Be] Previous contac wit GRA as bw organization previous apples Wo be registered asa chat? Donat ute Wie area Busnes Reference none 27212 S627 Coo 20bel'4 Lb CTS Wor fem Norber SIZBEE02 320 let rosoe07 (Cooma ete on tage) Canada Protected B wen complted Part 4 tification of the organization applying for registration (cont'd) Re on Has his erganzatin ever boon rgitred at chant, under ethers curent name cr aero name? Ove No (Goto 08) yes, 2) Under what name was the crgenzaton previously reir? ) Business Number of the organization atthe tive ts chartabie regisaton was evoke Gee) Part 2 Organizational structure ll terat cvisions of Canadian replated charts tstheorgrzatona branch econ, pars, congregaten,o ter neal son ofa Canoxan registred chart ho paren orgniation)? Lives No (Cota) tyes, 1) Legal name of parent organization Business Number of he parent organization: Gea ee eee ©) Lotor of Goos Standing. [_] Attached (ce0"Par'2 - Orgerzaonal ductus in Guide T4060 [ileeverine cosomenis ‘Se 05 ‘Goveming Occrets”n Pa? ~ Organiza srt in Gude T406 fr infomation on requreme ts Is the orgazaton corporat? (Hr tcot0a02) (09.1 Incorporated 2) Incorporating documents ‘tach a copy ofthe entre sel of incorporating documens,incuding al amendments. ) By ows ‘applicable, atach a copy of the byaws and all amendments “Z| Atacea Na ©) Contcata of good standing or its oquvatont ‘Ts isa requiee tachment te organization has boon incorporated fr more than S year or ithe organization is appving for revexistation, (D) ptacies 09.2 Not incorporated 2) Name te typeof document that covers the orgarizaton, and altach a copy intudng ll amendments and bylaws, applicable Cconstnion (Cts Ow Comer seeciy) Protected B when completed Part 2 nizational structure (cont'd) 2) Has he ergarzaton been fed to ive me than 60% os oom guaifes doness (9. char Candin registred chats)? oO™ Wat percertage oft orparzaors ofa stan O18 av nt at rms ong wth the ter ofl (9, related by lod, marine, business or employer/empioyee relationships)? [1] 60% ore aera as rath tess tan 50% are nol at aris length {In he case of 50% or more, iently the reltonships that exist among he organizations offs, 9) Hes the organization received, or wil it ecaive, more than 50% ofits capital (2. , funds or assets) from one person (i. indvidul. corporation, trust unincorporated ently) oa proup of persons wno are not at ars length with eachother? D) ve= (cow a106) 'No(Go watt) 8) 1, ently the sou of he funds o assets described inc) and, appcable, he relationships between the major contibutrs. See “010 DDesignator™ Guide T4083 fora doftion of major cotta. 1) 2. Withe major contibtofs, or anyone not at amv engin with he majercontibuors), have any ongoing involvement whatsoever wth the oiganzation? Wyes, daserbe 1) 3. Idonity any persona or business relationships that exist between the organzaton's oficial 9. dieclorsrustees) and the major contr) of any person nota arm's lngth wth the major conttbstrs), Part 3 - Activities of the organization BID) Chortatis purposes ond sctvites 2) Thi soc soul be used o descr the organization’ purpases) a otined ins governing docurets ands conespording aces (ooh {us ord proposed), Th purposes shoud be eneres exacl as hy appor nts eganzato'sgovrnGocuments. Ear wnere each actly ‘altho place, what lve, and who wi cay fox, folowing th exampe Sa ou below, Provide information on pages 4 and 8. {Pupose 1.2.3 ec} tine aches wibe cared on evade Cana, av se G11). Roca nding as on at G12 Example Purpose ~ To reieve poverty by operating a soup itchen ‘Activites in support of Purpose ~ The organization wit operate a soup kitchon al 55 Any Street, Any Paco, Canada, We wil oer breakfast, Tuck and dinner 265 daye a year. The fact sialad by 4 volurters and als provdes coining and ote basic necessites to those n need “The soup kichen's serdces afeadvertsed at local churches and community centes. Protected B wnen completed CharitaMurposes and activities — Description Answer ta Provide compete descivion o the aciviies to be cared aun suppor of eash ofthe ergarization’s purposes, Hore space ls aquired, please atiach additonal pages athe endo his form, See atached Schedule A Reminder: more spaco i require, please attach adctional pages atthe end otis form. 4 Protected B whon completed Charita@Murposes and activities ~ Description (cont'd) Answer ta ‘rove a compete desorpion ol the aaivies tobe caniod oun support ofeach ol he organizations purposes, more space requred, place aiach adltional pages a he oné of his frm, ‘See attached Schedule A Remindor ore epace Tequtod, please atlach adcional pages at ie end of ths fom. 3 Q. 14(a) SCHEDULE A ‘Statement of Purpose: To promote the efficiency and effectiveness of other registered charities by providing and maintaining facilities to house the operations of other registered charities, including WE Charity. Activities in Support of Statement of Purpose: WE Charity Foundation will hold real estate for the use and benefit of WE Charity and other registered charities. Statement of Purpose: To receive and maintain a fund or funds and to apply all or part of the principal and income therefrom, from time to time, to qualified donees as defined in subsection 149.1(1) of the Income Tax Act (Canada). Activities in Support of Statement of Purpose: WE Charity Foundation may give funds to WE Charity and other registered Charity’s to be used to carry out charitable activities. 28178126.1 2. Real Estate Once registered as a charity, the following property will be transferred to WE Charity Foundation: PROPERTY CURRENT OWNER WE Charity WE Charity Imagine 1 Day WE Charity WE Charity WE Charity 28178128.1 Protectod 8 when completes Part 3 -@@Mtivities of the organization (cont'd) ') ts the organization curenty caning out any of ta activites oserbod in Qtt a)? Ove ite, when des the organization plan to begin operatons? ©) Activities outside of Canada ‘a any of ho organization's aetios sted in C11 a taking pace ouside of Canada? Ove yer, goto pages 7 and 8, giv the localion(s) and include a detailed description of how the organization wil undertake these actos, If these acivibes wil be conducted under an arengement with another orgension or nchvdval dasonbo tho arrangement, and attach copies ‘of any curentor proposed writen anangemant. See "O17 ¢) Activites Ousig of Canada” Pat 3~ Actes of he oranizaton in Guide T4063 for more ntormason 4) Altach al minutes of meetings, newspaper arles, #ie0s, CDs, uneralsing materials, pampHets, brochures, or other tems hat futher describe the anjanzaion’s work and purposes. D7 atacres [Be rani 2) Desc the organization's fundrasing activites, Inde the undrasing mathod, tho frequency ofeach event, and the percentage of people Involved who are voluntoors Example 1. Wevalloperae a silent auction 4 nes per year. 86% of people involved are volueers, 2. We wil usa the Inlet and mal soltation as means of ongoing fundraising. No volunteers are involved in this activ “The Charly does not plan to actively fundraise. 5) Has tho organzabon rea, oc desitlan to ie, 8 nda rom use he egeiztion 1 cay ot fo nang aches? Ove {yes denty the fundraiser, the amount wil be compensate, he tems of payment (for example, mp sum vs, percentage of gross revenue), and stach a copy of any cuter or proposed conracss. ©) Dos the organization iter to receive non-cash gifts ona regular bass? Ove ifyen describe he nature ofthe non-cadh gifs (or example, at wor). 3) is te ogarizaion cavoniy involved with, orhaw any plana o became inlved wih Fish any way associated with ax hell arangoront? See "a12 4) Fundraising Actes" nar 3 Actes of he organization, Guide T4063, for a dation ofa “ax shelerarangemen”. Ores Protected B when completed Actviti(@esice of Canada - Description Ans\ te ran» compl Gescgon a aivitas he ogaricaton wi undeaveoae fC, or apace equ please wach anal ‘ages atthe end ofthis form, NA ‘Remindor i more apace ls required, please atach adtionalpagas a tha ond ofthis form 7 Protected B when completed Activ of Canada — Description (cont'd) ‘Answer | te Provide a complete description othe eclviies te organization wil undertake outade of Canada, more spaco ls requred, pease atach adtonsl pages altho ond of tis form, Reminder: more space is requrad, please atach adctonal pages a the end of his frm 8 Protected B when completed Part 3 -g@Mfivities of the organization (cont'd) tha sale of goods, services, or use of assets ‘Does the organization plan to charge fees or receive reguarincome from the sale of goods o services, or om the ue of he organization's assets? Example The crgonicaton ana galery that operas acts shop nthe fay fo Wor 10 se Tw tcowars, yes: 13) Descrbe the activites in deta and expan how those actives ae linked othe orparizton's purposes. ‘The Charty may charge market or below market rent to WE Charly to recover operating costs. ) For each ofthe actives described n O13 a), gve the approximate parcertage of the organiza ttal resources (human, fnarcia. and ‘hysical that wi devote to these actives, 100% - This fs the Charity’ chartabie activity. ©) What percentage of human resources volved are volunteers? raters seaPun3 Adin tbe Oianten C1 Pea eae Cle TI fa tion pica aie Iiceidestaa aes lets ese ypc cea Caer tris etnies oer ox ney ene paar Ove oy yt, ance ep ect el rd ait a any epi how ue ek po have he tee ple No (Gotoars) {For each of he actos described in Q14 b), give the approximate percentage o he orparizators fla resources (human, Fania. and ‘physical that wil devote te ts poical actos, JEIED rinonciawarwactons wah te organization's ofa Has tho organization entered ito or does it intansto ener it, any Reancial, ral estat, or other transactions wit ts oficial (e.g. rectors! ‘nistaes), Sounders. marbers,emyloyees, oF ary person/rganizaton relates to those people? Ore If yee, ve a detaies description ofthese transactions [il omeans 9) Does the orgarizaton own more han 2% ofthe outstanding shares of any cass of shares of @corperaton? See Part 3— Aces ofthe ‘orgarization, in Guise T4063, at Q16, fran explanation ofthe terms used Cre >) Does he orgarizaton eurenty own ary real property or does it have ary future plans to own rel property (e.g. and or bubings)? iy) yes _Jv {yes ona saperate page, powse he adress (rcucing the county) and escigon ofthe curentpopety end te holder arargemens, axudrproposed We hole’ arangorera fr aue propery Protected B when completes Part 4 @@Mancial Information of the organization EET Prop oW8 budget {Ail applicants must complete Part 4. Give a proposod operating budga of revenue and expenditures anc als of anticipated assets and Habitios forthe organization. {tthe oqgarization has been operating for more han one year, attach a copy ofits most recontfranclal statements. [1 Ataches Month Day Whalis he organization's fiscal peiod end? 12:91 Proposed operating budget forthe next fiscal parod {covering t2-months) 2) Revenue ons ‘Amount ite rom nial 01 Gite tom corporations ane businases (give name #kno#n) 02 Gis trom oter registered charities (aive name ang Business Number i krown) 003, $0.00 Government grant, contributions, or contracts 04 $0.00 Fundraeing activites (described in Q12) Fundraising activities carred on by the organization salt (Gepar gross revenve) os $0.00 Funaaisng eared on by tunraisers outside of te orgarization (eepar gross revenue) 006 $0.00 Revenue from the sale of goods, services, or the use of assets (described in Q13) 007 $180,000.00 otner LUst any other sours of revenue not aroady included above oe 30.00 ‘Total estimated revenue from all sources (fad nes 001-008) 008 $150,000.00 Protected B when completed Part 4 ou Information of the organization (cont'd) 1) Expenditures Ccharable activites (sascrbed in 211) ‘Amount {atoaehchartaboachvity(Sesrbod O10) and) a0 $130,000.00 roparty management for charles. {ts to quotiied donoos (e-.. Canadian rogistored charios) Incluge the name and Business Number ofthe qualified donee on $0.00 Fundroising activiies (described in 12) Exponstures incured fer undaising cai on by the organization tot on Expenditures incured for paying fundralsersoutsie ofthe organization on $0.00 Expenditures related tothe sale of goods, services, or the use of assets (ascribed in. 013) on 30.00 Expenditures incurred for poitieal activi (described in 14) ons $0.00 Management and administration Remuneration (eg, salaries, benafis) not aay incited org __ $18,000.00 ‘Accounting ae logal services O17 $5,600.00 ‘Occupancy costs not already incuded org $0.05 Supple and equipment not aready Incued 01 $0.00 Ping, publorions, and advaring ot aieady included oz $0.08 ‘Travel nat aoady included ont $0.00 otver LUst anyother exponature not ready inetided above on $0.00 Total estimated expenditures (A woos 010 19.022) 023 150,000.00 Protected 8 wien congieed Part 4 Qu Information of the organization (cont'd) ©) Revenue and expenditures outside of Canada Revenue {s any ofthe organizations estmsted reverve included in G17 a) received from donors outside of Canada? Dre ifyes. ist the source of everue and toa estimated amount. Source of revenue ‘Arnount Expenditures |Wil any of organization's estiatad expendaures incur in Q17b) be incued for actives outside of Canada? Ores yee, tet the county, conesponding sctiy(Sescribed in 211 a) & O11 c)) andthe estimated amount Country focusing region) ‘AcevyReciont ‘Amount Assets and Lisbiltion Revenue ‘See Q17 4) Assets and Liabites” in Pat 4 Financial inforration ofthe organization in Guide 4063 for more information, ‘Aseote abies Entar to cost ofthe asso or, ithe assot was ‘Amounts payabe (2.9, accounts payable, donate, enter tho far market vive morgage, bars) (Cash, bank accounts, ne short term investments 090 __$8.00 speci: Long term investments on $0.00 Captal assets (0.9. equiprent,buldings) ‘spect: Real Estate held for use by other chars x2 __ $37,800,000.00 Total assets “otal iabittios os $0.00 (Al nes 030-032) xa __ $37,800,000.00 Soa eae 2 Protected B when completed Part 5. ation about the organization's officials [var a roquedio prove coin wfovsaton aba al member fa bord ol recrtnios Gy he ple infrmatin sosion > “lle wine pus The confemta informaton sector forthe GRA ce ane may ony be dacoeed aztcanc wi the prvoans oe Income Tax Act Hore space eae, Proton) te page ad atch she aptcaton rm, Pubic rfermation Conficental wiornation Lastname Fratnane Tal ui Victor Postion oriy [President [seccetary [Vee President [pressure chair [Dlexeostne Decor Firstname ia Scot [secretary [Dl executve director Lastname Fast name Taal Avan Deiat Postion a chatiy (Csecriary [vee Prestent [Executive director Frsivare inal] Sect eure and name ery Postion chariy Prone or iriany — | Posal code Feiopbone nanbar [President [secretary [vice prsicen [teaser [Johar [esecutve tector | Gecapatontin of wor Bate of ith (YY YINZDD) Clotner riititlr Lastname Firstname Tait | Seeat camber and ame [ci Postion in-car Prownce orteriory [Powel code FFtephone nember [Cresicon =] Secretary [vice President | tasurer char [7] erecutve decir | Deupanonine of wor Date of bn (VYYYNIMOD) omer pect eca Tastee Fist name inal | Sweat nonber ane naa Sty Pan a Praca errfony | Posal ade Fetechone number [JPresident— [) seeetay [vee-rresisont [rescuer = ]chair [Desecutve Director | Sezapatontine of work Date ofits (WYYYAIN/DDY Clotner riititlr Castrame Fist rome nat | Sieateonter and rame ‘env Postion n Sarr Prownge oteriony Postal code Teepnone narier [Present = []Secetay (vee President I) []onair [De eatine orector | oscipatontine of werk [Bai of ith YYYIMEWDD) Dore riitils % Protected B when complete BEIT AthorzadReproseniativ/ Contact Person Part 7 — Final Steps and Certification [Ghecktst Have you atachee the following information to this appeaton? + copy of the governing documents and 2 copy of athe amendments f applicable (see Q.1) fhe organization is govemed by a consiton. remember te have the document signed and dated by three curen! dractrs (see Q8 2) + acopy of the by-laws, Kany (see 08.1 or 082) + the parent organization's Letter of Good Standing: + a centiicate of good staning i gpicable (see O91) + agetaied desertion ofeach purpose and its corresponding actives (se Q11 a) &Q11 c): + a copy ofthe mines, newspaper cippings, pamphits, funcaising materials (see Q11 6) + copy of tha atest nancial statements, applicable (see O17) ‘+ tne $500 late-ng penaty. i appicable (00 the Re-reistaton section on our webpages at [Link]-epistation) and +f applicable, ll missing T2010, Registered Charty information Retus, and required attachments (see the Re-ogistration section on our ‘webpages at canada calcharies registration) “ : Protected B when completed Part 7 - Final Steps and Certification (cont'd) Certification ‘This form must be signed by two directors/trustees or like officials of the organization who have authority to. of the organization. itis a serious offence under the Income Tax Act to provide false or deceptive inform: \ certify that the information given on this form and any attachment is, to the best of my knowledge, correct, complete, and. current. Name (please pint) ‘Seon Baker Victor ui Poston within the organization Director Director Date signed Electronic malling lst ‘Stay notited when important new information is added othe Charties and giving webpages (fr example, anew guidance product or webinar) by going to ‘[Link] and subscrisng tothe Charites and giving ~ What's new raling ist Your email address wil remain confidential and wil not be disclosed or used for any purpose other than the delvery of the Canad Revenue Agency infermaton that you have requested. “The Charties Decorate sl subscribe the follwing email adresses forthe electronic mailing list service, a ce ee ‘Once compieted, mail thi pplication to: Charities Directorate Canada Revenue Agency ‘Ottawa ON K1A OLS Personal informaton is collected under the authorty ofthe Income Tax Act and is used to establish and validate the identity and contact information of directors, trustees, officers andr tke offcials and authonzed representatives ofthe appicant orgarizaton. This information wil also be used as a basis forthe indirect

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