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.

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Charities Bureau Forms and Instructions

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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:

• 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

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 (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

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