Charities Bureau Glossary

Registration Types  (indicates the law(s) under which an organization is registered with the Charities Bureau)

NFP

Not-for-Profit organization.  Included in this category are both (1) charitable and other nonprofit organizations that solicit contributions from New York State (including residents, foundations, corporations, government agencies and other entities) and (2) charitable organizations that are incorporated, are formed or otherwise conduct activity in New York State (including wholly charitable trusts that file an IRS Form

990, 990-EZ or 990-PF).

CLT

Charitable Lead Trust.  Includes any trust for which a charitable beneficiary has a lead interest, including without limitation charitable lead annuity trusts and charitable lead unitrusts.

CRT

Charitable Remainder Trust.  Includes any trust for which a charitable beneficiary has a remainder interest, including without limitation qualified charitable remainder annuity trusts and unitrusts, and terminated non-qualified trusts that have a vested charitable remainder interest.

ESTATE

Estate.  Includes any estate with a charitable bequest that is either to an unnamed charity or is an unspecified amount (including without limitation a bequest of all or part of the residuary estate) or indefinite property.
PFR Professional Fund Raiser.  Any person who directly or indirectly, by contract, including but not limited to sub-contract, letter or other agreement or other engagement on any basis, for compensation or other consideration (a) plans, manages, conducts, carries on or assists in connection with a charitable solicitation or who employs or otherwise engages on any basis another person to solicit from persons in this state for or on behalf of any charitable organization or any other person, or who engages in the business of, or holds himself out to persons in this state as independently engaged in the business of soliciting for such purpose; (b) solicits on behalf of a charitable organization or any other person; or (c) who advertises that the purchase or use of goods, services, entertainment or any other thing of value will benefit a charitable organization but is not a commercial co-venturer.  A bona fide director, trustee, officer, volunteer, or employee of a charitable organization or a fund raising counsel shall not be deemed a PFR.
FRC Fund Raising Counsel.  Any person who for compensation consults with a charitable organization or who plans, manages, advises or assists with respect to the solicitation in this state of contributions for or on behalf of a charitable organization, but who does not have access to contributions or other receipts from a solicitation or authority to pay expenses associated with a solicitation and who does not solicit.  A bona fide officer, volunteer, or employee of a charitable organization or an attorney at law retained by a charitable organization, shall not be deemed a FRC.
PS

Professional Solicitor.  Any person who is employed or retained for compensation by a professional fund raiser to solicit contributions for charitable purposes or for the purposes of any law enforcement support organization from persons in this state.

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Registration Statute (indicates the law(s) under which an organization is registered with the Charities Bureau)

7A

7A  Article 7-A registrants are registered under Article 7-A of the New York Executive Law, which governs the solicitation of contributions (including grants) from New York State sources (including without limitation residents, foundations, corporations and government agencies).
 

Examples of Article 7-A registrants include but are not limited to fund raising professionals (professional fund raisers, fund raising counsel and professional solicitors) and New York-based or out-of-state charitable organizations, social welfare organizations, fraternal organizations, unions, business leagues, social clubs or other nonprofits that solicit contributions from New York State sources beyond their own membership.

EPTL

EPTL registrants are registered under the New York Estates, Powers and Trusts Law, which governs charitable activity in New York State.

Examples of EPTL registrants include but are not limited to New York-based charitable organizations, out-of-state charities that conduct business or maintain assets in New York, and New York trusts and estates that have a present charitable interest.

DUAL

Dual registrants are registered under both Article 7-A and the EPTL.

EXEMPT

Exempt organizations are not required to register with or submit annual filings to the Charities Bureau. Organizations exempt from registration are not required to submit a claim for exemption from the Charities Bureau. Therefore, an organization may be exempt from registration but not appear on this website because it has not submitted a claim for exemption. To find out which types of organizations are exempt from registration, please consult the for form CHAR410 (Registration Statement for Charitable Organizations) and Schedule E (Request for Registration Exemption for Charitable Organizations).

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