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Item and Scope Check
Distinguish this actual business、Planned tasks and work that need to be handled by other professional organizations。
Service Overview
基金会设立服务应先核对实际主体、Activities and this matter，Confirm registration separately again、Professional work and ongoing maintenance arrangements。different。应先明确非营利宗旨、拟开展活动、治理和财产安排，再核对适用登记制度，不把商业营业执照作为基金会登记的替代。
Nature of the matter and applicable boundaries
different。应先明确非营利宗旨、拟开展活动、治理和财产安排，再核对适用登记制度，不把商业营业执照作为基金会登记的替代。
不能这样推定。Entity Registration、Charity organization recognition、公开募捐资格及具体募捐活动分别核对，按实际状态准确宣传。
material、Responsibility and Result Verification
按真实用途、来源及附带条件分别记录，核对票据、会计和税务安排，不以捐赠名义掩盖交易对价。
应说明治理、决策、利益冲突及资金安排，关联交易和费用支出保留真实决策依据，不以口头承诺替代记录。
核对债务、财产用途、档案和适用退出程序，不能将不再开展项目等同于完成注销或全部申报。
Foundation establishment services：Processing conditions、List of Materials and Official References
基金会设立服务由民政部门（按层级登记）主管。Is it applicable、Handle according to which category of matters，Depends on the subject qualifications、Business activities and actual location/personnel arrangements；Newly established under the same name、change、continue、Cancellation handled separately，Cannot replace each other。
30 Second key point
- Competent authority：民政部门（按层级登记）
- First, look at the conditions：有明确的公益目的与业务范围。
- name approval：5–10 个工作日
- Validity period：长期，需年检与评估。
- Supervisory/Approval Authority
- 民政部门（按层级登记）
- Main basis
- 《基金会管理条例》（国务院令第400号）；《慈善法》（全国人大常委会）
- Handling method
- Online declaration + window/on-site verification (depending on the matter)
- Validity period
- 长期，需年检与评估。
Scope of application：First determine which category it belongs to
Situations that usually require handling：
- 拟设立公募或非公募基金会的企业、家族或社会组织
- 需要在异地设立基金会分支机构的主体
Easily mistaken as needed、But situations that should be verified separately：
- social group、Private non-enterprise units
- 仅开展内部公益项目、不设独立法人的企业
Core Conditions (Checked Item by Item)
- 有明确的公益目的与业务范围。
- 原始基金达到法定最低限额（地方性非公募 200 million yuan、local public offering 400 million yuan、全国性更高）。
- standardized name、Charter、组织机构与专职人员。
- 有固定住所与独立承担民事责任的法定代表人。
List of materials and common return points
| Material | Key Points / Common Reasons for Returned Items |
|---|---|
| 设立申请与可行性报告 | |
| Draft Charter | |
| Capital verification certificate | |
| 理事与监事名单及身份资料 | |
| Proof of residence |
Review and On-site Inspection Focus Points
- 原始基金未到账、章程条款缺失，是最常见的补正原因。
- 理事近亲属比例、公职人员兼职需符合规定。
time limit、Validity Period and Subsequent Obligations
| project | illustrate |
|---|---|
| name approval | 5–10 个工作日 |
| 设立登记 | 30–60 个工作日 |
| Validity and Renewal | 长期，需年检与评估。 |
| Ongoing obligation | 年度工作报告、财务审计与信息公开。 |
Cost structure (listed separately)，Avoid vague punches
登记不收费；验资审计按第三方；顾问服务费按范围报价。
Risk and Responsibility Boundaries
- 慈善财产不得分配，违规将撤销登记。
- 公开募捐需另取得资格。
Official Basis and Verification Entry
| Basis / Entrance | Issuing Authority | Verification method |
|---|---|---|
| "Foundation Management Regulations" | State Council Order No. 400 | Enforcement 2004-06-01；The current valid text shall prevail |
| 《慈善法》 | 全国人大常委会 | Enforcement 2023 修正；The current valid text shall prevail |
| 民政部 | — | Visit |
Date of consultation of the above materials：2026November 12。The provisions of the regulations shall be based on the officially published current text.；Service guidelines have regional differences and version updates，The actual acceptance requirements shall be subject to the standards of the accepting authority at the current period.。
illustrate：This page is a guide for handling conditions and organizing materials，Does not constitute legal advice、Regulatory approval or approval commitment。Submit application、On-site verification、The issuance of certificates and the decision to open accounts are both independently made by the competent authority or the bank.；Specific scope of services、The costs and deliverables shall be subject to written authorization.。
Scope of Services
Define the consultant's work according to the actual matters this time、The respective scope of work of professional institutions and external audits。
Data and Missing Items Compilation
Bring up existing records、Support evidence compared with formal requirements item by item，Record issues to be completed。
Results and subsequent handover
Verify agreed delivery、Submit or other results，List unfinished matters and ongoing maintenance。
Required Documents
The following are directions for the initial communication and information verification，The official list is according to the current acceptance requirements、Confirmation of the subject and actual matters。
- Entity Registration、Existing qualifications and authorization materials
- Practical activity、contract、Transactions or assets and the corresponding supporting documents
- Equity、personnel、A truthful description of the location and this change
- Original notice、All previous handling records and the matters pending confirmation this time
Application Process
Step 1
Confirm entity、Actual activities and this goal
Step 2
Organize existing records and supporting materials，Check applicable requirements
Step 3
Handle and coordinate professional work according to explicit authorization
Step 4
Check results、Original documents and subsequent responsibilities handover
Key Considerations
This page is for the scope of matters and preparation instructions，Does not replace individual laws、tax、Audit or other professional opinions。Processing conditions、Government fees、Processing time and results are determined according to the applicable regulations and review.，No unified guarantee。
List the consultant's work separately before commissioning、government fees、Capital or balance requirements、Professional signing and other third-party fees；Check the final records and items that still need to be handled during the handover。
FAQs
different。应先明确非营利宗旨、拟开展活动、治理和财产安排，再核对适用登记制度，不把商业营业执照作为基金会登记的替代。
不能这样推定。Entity Registration、Charity organization recognition、公开募捐资格及具体募捐活动分别核对，按实际状态准确宣传。
按真实用途、来源及附带条件分别记录，核对票据、会计和税务安排，不以捐赠名义掩盖交易对价。
应说明治理、决策、利益冲突及资金安排，关联交易和费用支出保留真实决策依据，不以口头承诺替代记录。
核对债务、财产用途、档案和适用退出程序，不能将不再开展项目等同于完成注销或全部申报。