Charities.com
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
CHAR 001 - LT
Registration Statement for Charitable Lead Trusts
Registration Instructions
CHAR 001 - LTi
Instructions for Form CHAR001-LT
Annual Filing Form
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
Contract Filings
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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