Charities Bureau Forms and Instructions

For Adobe PDF files you can download Adobe Reader from Adobe Systems.

To download forms and instructions, use the links below.

Charities

Annual Filing Form

E-File: Complete your CHAR500 and file attachments online at Form990.org .

Printable forms for manual filing:

• CHAR 500 (2019)
  Annual Filing for Charitable Organizations - 2019
• CHAR 500 (2018)
  Annual Filing for Charitable Organizations - 2018
• CHAR 500 (2017)
  Annual Filing for Charitable Organizations - 2017
• CHAR 500 (2016)
  Annual Filing for Charitable Organizations - 2016
• CHAR 500 (2015)
  Annual Filing for Charitable Organizations - 2015
• CHAR 500 (2014)
  Annual Filing for Charitable Organizations - 2014
• CHAR 500 (2013)
  Annual Filing for Charitable Organizations - 2013
• CHAR 500 (2012)
  Annual Filing for Charitable Organizations - 2012
• CHAR 500 (2011)
  Annual Filing for Charitable Organizations - 2011
• CHAR500 (2010)
  Annual Filing for Charitable Organizations - 2010
• CHAR 500-C Combined Annual Financial Report

Annual Filing Instructions

• CHAR 500 (2019) Instructions
  Instructions for Completing Your NY Annual Filing
• CHAR 500 (2018) Instructions
  Instructions for Completing Your NY Annual Filing
• CHAR 500 (2017) Instructions
  Instructions for Completing Your NY Annual Filing
• CHAR 500 (2016) Instructions
  Instructions for Completing Your NY Annual Filing
• CHAR 500 (2015) Instructions
  Instructions for Completing Your NY Annual Filing
• CHAR500i Instructions
  Annual Filing for Charitable Organizations
  For CHAR500 (2012) and prior years.
• CHAR500-Ci Instructions
  Instructions for Form CHAR500-C

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 (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

For Adobe PDF files you can download Adobe Reader from Adobe Systems.