Charities Bureau Forms and Instructions

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Charities

Registration Forms

  • CHAR410
    Registration Statement for Charitable Organizations
  • CHAR410-R
    Re-Registration Statement for Charitable Organizations
  • CHAR410-A
    Amended Registration Statement for Charitable Organizations
  • Schedule E
    Request for Registration Exemption for Charitable Organizations

Registration Instructions

  • CHAR410i
    Instructions for Forms CHAR410, CHAR410-A, CHAR410-R and Schedule E

Annual Filing Form

Annual Filing Instructions

  • CHAR 500
    Instructions for Completing Your NY Annual Filing
    For filings due after July 1st, 2014
  • CHAR500i
    Annual Filing for Charitable Organizations - 2013
    For filings due before July 1st, 2014
  • CHAR500-Ci
    Instructions for Form CHAR500-C
  • CharExt Request
    Procedures for Requesting by Email an Extension of Time to File an Annual Report

Electioneering Disclosure

Charitable Lead Trusts

Registration Form

Registration Instructions

Annual Filing Form

Annual Filing Instructions

Charitable Remainder Trusts

Registration Form

  • CHAR 001 - RT
    Registration Statement for Charitable Remainder Trusts

Registration Instructions

Annual Filing Form

  • There is no annual filing form for Charitable Remainder Trusts

Estates

Registration

  • There is no Registration Form for Estates With a Charitable Interest - Submit Copies of the Notice of Probate and Will

Instructions for Registration of Estates With a Charitable Interest

No Annual Filing is Required to be Submitted by Estates

Fundraising Professionals

Fundraising Counsel

Registration Forms

  • CHAR 014
    Fundraising Counsel Registration Statement

Contract Filings

  • CHAR 016A/CHAR 016B
    Professional Fund Raiser/Fundraising Counsel Contract Certification & Addendum to Contract With Charitable Organizations

Instructions

  • CHAR 009
    Summary of Registration and Filing Requirements for Fundraising Professionals

Professional Fund Raisers

Registration Forms

  • CHAR 013
    Professional Fund Raiser Registration Statement
  • CHAR 015
    Annual Bond Form (for Professional Fund Raisers)

Contract Filings

  • CHAR 016A/CHAR 016B
    Professional Fund Raiser/Fundraising Counsel Contract Certification & Addendum to Contract With Charitable Organizations
  • CHAR 037
    Professional Fundraising Interim/Closing Statement

Instructions

  • CHAR 009
    Summary of Registration and Filing Requirements for Fundraising Professionals

Professional Solicitors

Registration Form

  • CHAR 012
    Professional Solicitor Registration Statement

Instructions

  • CHAR 009
    Summary of Registration and Filing Requirements for Fund Raising Professionals
Back to Charities Bureau Forms Index

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