Instructions for Form CHAR500 Annual Filing
This document provides detailed guidance for charitable organizations in New York State on how to complete and file Form CHAR500. It includes important filing requirements and deadlines. Nonprofit organizations must adhere to these instructions to maintain compliance with state regulations.
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How do I fill this out?
To fill out the CHAR500 form, start by gathering all necessary financial data for the reporting period. Complete each section of the form accurately, ensuring all required attachments are included. Finally, submit the completed form along with the appropriate filing fee by the specified due date.

How to fill out the Instructions for Form CHAR500 Annual Filing?
1
Gather financial records and data for the reporting period.
2
Complete the CHAR500 form according to the provided instructions.
3
Attach any required schedules and documentation.
4
Pay the filing fee using a single check or money order.
5
Submit the form to the Charities Bureau before the deadline.
Who needs the Instructions for Form CHAR500 Annual Filing?
1
Nonprofit organizations filing their annual report to comply with state regulations.
2
Charitable trusts seeking to demonstrate their charitable activities.
3
Estates with charitable interests requiring formal reporting.
4
Any organization soliciting donations within New York State.
5
Organizations looking to maintain good standing with the Charities Bureau.
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Use the editing tool to adjust any text or fields.
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Review your changes to ensure accuracy.
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Save and download the edited PDF for submission.

What are the instructions for submitting this form?
To submit Form CHAR500, ensure that all sections are completed accurately along with appropriate attachments. Submit the completed form and payment by mail to the Charities Bureau at the address listed on the form. For inquiries, contact the Charities Bureau via email at charities.bureau@ag.ny.gov or by calling (212) 416-8401.
What are the important dates for this form in 2024 and 2025?
The CHAR500 form is typically due on the 15th day of the fifth month after the end of your organization's fiscal year. For 2024 filings, this means submissions are due by May 15, 2024. For 2025, ensure your filing is completed by May 15, 2025.

What is the purpose of this form?
The purpose of the CHAR500 form is to maintain transparency and accountability among charitable organizations in New York State. By requiring annual filings, the Charities Bureau can ensure that organizations are operating within legal parameters and utilizing their resources effectively for charitable causes. This form also helps protect consumers by providing vital information about an organization's activities and finances.

Tell me about this form and its components and fields line-by-line.

- 1. Organization Name: The official name of the organization as registered with the Charities Bureau.
- 2. Fiscal Year: The beginning and ending dates of the organization's fiscal accounting period.
- 3. EIN: The Federal Employer Identification Number assigned to the organization.
- 4. NY Registration Number: The unique registration number issued by the New York State Charities Bureau.
- 5. Certifications: Sections where authorized individuals certify the accuracy of the information provided.
What happens if I fail to submit this form?
Failure to submit Form CHAR500 can result in penalties and may jeopardize the organization's good standing with the Charities Bureau.
- Penalties: Organizations may face fines for late or non-submissions, impacting their financial stability.
- Loss of Good Standing: Not complying with filing requirements can result in loss of registration status.
- Public Trust Issues: Failure to file can damage the organization’s reputation and community trust.
How do I know when to use this form?

- 1. Annual Reporting: Used for the annual filings of registered charitable organizations.
- 2. Registration Changes: Applicable when there are updates or changes to organization details.
- 3. Claiming Exemptions: Filing forms to claim exemptions from standard reporting requirements when applicable.
Frequently Asked Questions
What is Form CHAR500?
Form CHAR500 is an annual filing requirement for charitable organizations in New York State.
Who needs to file Form CHAR500?
All registered charitable organizations and trusts in New York State must file this form annually.
How do I submit Form CHAR500?
You can submit Form CHAR500 by mail, including all required attachments and fees.
Can I edit the CHAR500 form online?
Yes, you can edit the CHAR500 PDF on PrintFriendly before submission.
What happens if I miss the filing deadline?
Late submissions may incur penalties or affect your organization's standing.
Is there a fee associated with filing CHAR500?
Yes, organizations must submit a filing fee alongside the completed form.
Can I claim an exemption on the CHAR500 form?
Certain organizations may qualify for exemption and can indicate this on the form.
How can I check my organization's registration status?
Visit the Charities Bureau's website to verify your organization's registration status.
What attachments are needed for CHAR500?
Required attachments may include financial statements and schedules depending on your registration type.
Where can I find the CHAR500 form?
The CHAR500 form and instructions can be downloaded from the Charities Bureau's website.