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ROMAN CATHOLIC DIOCESE OF CHARLOTTE STOCK DONATION INSTRUCTIONS Gifts of stock may be made via electronic transfer or by physical certificate. The Diocese of Charlotte maintains a brokerage account
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Individuals who are part of or seeking to be part of the Roman Catholic Church may need to fill out Appendix C.
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Appendix C for Roman Catholic organizations is a reporting form that provides financial and organizational information required by the IRS for specific Catholic entities.
Roman Catholic dioceses, parishes, and certain affiliated organizations are required to file Appendix C if they meet specific financial and operational criteria.
Appendix C must be filled out by providing accurate financial data, organizational structure details, and compliance information based on IRS guidelines.
The purpose of Appendix C is to ensure transparency and accountability in financial activities and operations of Roman Catholic organizations, as well as compliance with federal tax requirements.
The information that must be reported includes revenue sources, expenses, program services, assets, liabilities, and governance structure.
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