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

• CHAR 500 (2012) | CHAR 500 (fillable, 2012)
  Annual Filing for Charitable Organizations - 2012
• CHAR 500 (2011)
  Annual Filing for Charitable Organizations - 2011
• CHAR500 (2010)
  Annual Filing for Charitable Organizations - 2010
• CHAR500 (2009)
  Annual Filing for Charitable Organizations - 2009
• CHAR500 (2008)
  Annual Filing for Charitable Organizations - 2008
• CHAR500 (2007)
  Annual Filing for Charitable Organizations - 2007
• CHAR500 (2006)
  Annual Filing for Charitable Organizations - 2006
• CHAR500 (2005)
  Annual Filing for Charitable Organizations - 2005
• CHAR500 (2004)
  Annual Filing for Charitable Organizations - 2004
• CHAR500-C
  Combined Annual Financial Report
• Archived Annual Filing Forms for Prior Years

Annual Filing Instructions

• CHAR500i
  Instructions for Form CHAR500
• CHAR500qg
  Quick Guide for Form CHAR500
• CHAR500-Ci
  Instructions for Form CHAR500-C
• CharExt Request
  Procedures for Requesting by Email an Extension of Time to File an Annual Report

Charitable Lead Trusts

Registration Form

• CHAR 001 - LT
  Registration Statement for Charitable Lead Trusts

Registration Instructions

• CHAR 001 - LTi
  Instructions for Form CHAR001-LT

Annual Filing Form

• CHAR 004 (2012)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2011)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2010)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2009)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2008)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2007)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2006)
  Annual filing for Charitable Lead Trusts

Annual Filing Instructions

• CHAR 004i
  Instructions for Form CHAR004
• Instructions for Submitting a Request by Email for an Extension of Time to File an Annual Report

Charitable Remainder Trusts

Registration Form

• CHAR 001 - RT
  Registration Statement for Charitable Remainder Trusts

Registration Instructions

• CHAR 001 - RTi
  Instructions for Form CHAR001-RT

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

• Estate Registration Instructions

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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