Charities Bureau Forms and Instructions

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Charities

Annual Filing - Online

The Charities Bureau has an online portal for submitting charities’ annual financial filings. This interactive version of the CHAR500 offers a streamlined process that allows uploading of all required documents, e-payment and e-signature. Filings submitted via the online portal will be processed and posted promptly to the bureau’s online registry. If you have any questions, please email Charities.Bureau@ag.ny.gov.

Submit your annual filing online now

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 (2022)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2021)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2020)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2019)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2018)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2017)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2016)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2015)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2014)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2013)
  Annual filing for Charitable Lead Trusts
• 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

Annual Filing Instructions

• CHAR 004i
  Instructions for Form CHAR004

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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