Forms and instructions

Charities, Nonprofits & Fundraisers

Topics covered

Annual filing form
Charitable lead trusts
Charitable remainder trusts
Estates
Fundraising professionals
Professional fundraisers
Professional solicitors
Resources and guides
Transactions

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, ePayment, and eSignature. 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

 

Charitable lead trusts

Registration form

  • CHAR001-LT
    Registration statement for charitable lead trusts

Registration instructions

Annual filing form

Annual filing instructions

Charitable remainder trusts

Registration form

  • CHAR001-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 

We do not require an annual filing to be submitted by estates

Fundraising professionals

Fundraising counsel

Registration forms

  • CHAR014
    Fundraising counsel registration statement

Contract filings

  • CHAR016A/CHAR016B
    Professional fundraiser or fundraising counsel contract certification and addendum to contract with charitable organizations

Instructions

  • CHAR009
    Summary of registration and filing requirements for fundraising professionals

Professional fundraisers

Registration forms

  • CHAR013
    Professional fundraiser registration statement
  • CHAR015
    Annual bond form (for professional fundraisers)

Contract filings

  • CHAR016A/CHAR016B
    Professional fundraisers or fundraising counsel contract certification and addendum to contract with charitable organizations
  • CHAR037
    Professional fundraising interim or closing statement

Instructions

  • CHAR009
    Summary of registration and filing requirements for fundraising professionals

Professional solicitors

Registration form

  • CHAR012
    Professional solicitor registration statement

Instructions

  • CHAR009
    Summary of registration and filing requirements for fundraising professionals

Resources and guides

Audit committee requirements and responsibilities
Conflicts of interest policies under the not-for-profit corporation law
Conducting virtual meetings of members of New York not-for-profit corporations
Disclosure requirement for solicitation of contributions
Dissolution of not-for-profit corporations with assets
Dissolution of not-for-profit corporations without assets
Forming and changing a not-for-profit corporation
Informal accountings for charitable estates and trusts
Internal controls and financial accountability for not-for-profit boards
Management of endowment funds
Mergers and consolidations
Nonprofit and religious corporations seeking relief from tax liens
Property appraisals of for not-for-profit and religious corporations seeking ap…
Religious corporations: sales and other disposition of assets
Responsibilities of directors of not-for-profit corporations
Sales and other disposition of assets by not-for-profit corporations
Sale of nonprofit nursing homes pursuant to the not-for-profit corporation law
Tax-exempt organizations on political activity and lobbying
Whistleblower policies under the Nonprofit Revitalization Act of 2013