Schedule B Collection Suspension

The New York Attorney General’s Charities Bureau has suspended its collection of IRS Form 990 Schedule B from public charities while we review any amendments that may be necessary to our policies, procedures and forms in order to comply with the U.S. Supreme Court’s decision in Americans for Prosperity Foundation v. Bonta(594 U.S. __, 2021). Effective immediately, public charities’ annual filings will no longer require disclosure information that identifies donors. Any notices that such charities have received regarding any deficiency due to missing or incomplete Schedule Bs are no longer operative as to such deficiency, and annual filings will no longer be considered deficient in such regard. When filing electronically, private foundations should upload their complete Schedule B to IRS form 990PF in the “Other Documents” section of the annual filing upload page.

Charities Bureau Forms and Instructions

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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.

Submit your annual filing online now.

Printable forms for manual filing:

Annual Filing Instructions

Charitable Lead Trusts

Registration Form

Registration Instructions

Annual Filing Form

Annual Filing Instructions

Charitable Remainder Trusts

Registration Form

  • CHAR 001 - RT
    Registration Statement for Charitable Remainder Trusts

Registration Instructions

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

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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