Charitable & Professional Organizations General Information 2026

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  1. Click ‘Get Form’ to open the Charitable & Professional Organizations General Information form in the editor.
  2. Begin by filling out the 'Applicant Information' section. Enter the name of your organization, including any trade names, and provide the headquarters address along with contact details.
  3. Complete the sections regarding Wisconsin offices and financial record custodians. Ensure you attach additional pages if necessary for multiple locations or custodians.
  4. Indicate your organization's type by marking an 'X' in the appropriate box and provide your Federal Employer Identification Number or Social Security Numbers as required.
  5. Answer the questionnaire about tax exemption status and fundraising activities in Wisconsin, ensuring to provide accurate figures for contributions received.
  6. Review the checklist at the end of the form to ensure all required documents and information are included before submission.

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