Regulations Amending Requirement to File Schedule B to IRS Form 990 Promulgated
The New York State Attorney General’s Office has amended its regulations to reflect changes in the Charities Bureau’s requirements for filing Schedule B to IRS Form 990. The new requirements will be implemented when the Charities Bureau upgrades its online annual filing form (CHAR500) in June 2022.
Pursuant to amended regulations effective March 16, 2022, registrants other than private foundations that file Schedule B with the Internal Revenue Service can omit the names and street addresses of donors on Schedule B filed with the Charities Bureau.
Read more
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
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.
Printable forms for manual filing:
- CHAR 500 (2021)
Annual Filing for Charitable Organizations - 2021 - CHAR 500 (2020)
Annual Filing for Charitable Organizations - 2020 - 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 (2021) Instructions
Instructions for Completing Your NY Annual Filing - CHAR 500 (2020) Instructions
Instructions for Completing Your NY Annual Filing - 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
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 (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
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
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
For Adobe PDF files you can download Adobe Reader from Adobe Systems.