Here is how to fill out the CHAR500 NYS form using FormsPal's free PDF editor. Follow these steps to complete your annual charitable filing with accuracy.
Step 1: Click the "Get Form" button at the top of this page to open the PDF editor.
Step 2: Once the editor opens, the form appears ready to complete. Beyond entering standard field values, you can add custom text, edit existing content, place images, and sign the document electronically.
To fill out this form correctly, provide the required information in every blank field:
1. Start filling out the CHAR500 form by completing the main section fields. Review each required entry carefully before moving on.
2. Next, fill in all of these fields: We certify under penalties of, they are true correct and complete, President or Authorized Officer, Signature, Print Name and Title, Print Name and Title, Signature, Date, Date, Annual Reporting Exemption, Check the exemptions that apply to, a A filing exemption Total, b EPTL filing exemption Gross, Schedules and Attachments See the, and Yes. Double-check every entry before continuing.
3. This step is straightforward. Fill in all empty fields in Schedules and Attachments See the, Yes, No b Did the organization receive, Fee See the checklist on the next, A filing fee, EPTL filing fee, Total fee, Make a single check or money order, payable to, Department of Law, CHAR Annual Filing for Charitable, and Page to finish this section.
4. Completing Check the schedules you must, If you answered yes in Part a, If you answered yes in Part b, Check the financial attachments, IRS Form EZ or PF and T if, All additional IRS Form Schedules, Our organization was eligible for, If you are a A only or DUAL filer, Review Report if you received, Audit Report if you received total, No Review Report or Audit Report, We are a DUAL filer and checked, Calculate Your Fee, For A and DUAL filers calculate, and Is my Registration Category A EPTL is essential in this stage. Take time to complete each field accurately.
Errors in the All additional IRS Form Schedules section are common. Review these fields an extra time before submitting.
5. In the final section, complete these fields: if you checked the A exemption in, if you did not check the A, For EPTL and DUAL filers calculate, if you checked the EPTL exemption, if the NET WORTH is less than, if the NET WORTH is or more but, if the NET WORTH is or more but, if the NET WORTH is or more but, if the NET WORTH is or more but, if the NET WORTH is or more, Send Your Filing Send your CHAR, Is my Registration Category A EPTL, and Where do I find my organizations.
Step 3: Review all entries in the form fields and click "Done." After creating a free account, you can download the completed CHAR500 NYS form or send it by email. The finished document is saved in your personal cabinet for future access. FormsPal does not share any information you enter while filling out forms.
Frequently Asked Questions About the CHAR500
Who must file the CHAR500 NYS form?
Any charitable organization registered with the New York State Attorney General's Charities Bureau must file the CHAR500 annually. This includes nonprofits soliciting contributions in New York under Article 7-A, EPTL, or both registration categories.
When is the CHAR500 due?
The filing is due four and a half months after the end of the organization's fiscal year. For calendar-year organizations, this means May 15. Extension requests can be submitted to the Charities Bureau before the original deadline.
What supporting documents are required with the CHAR500?
Organizations must include their IRS annual return. Smaller nonprofits typically attach a Form 990-EZ, private foundations submit a Form 990-PF, and larger organizations use the standard Form 990. A review report applies when gross revenue exceeds $250,000, and a full audit report applies above $750,000.
What are the penalties for not filing on time?
Late or incomplete CHAR500 filings may result in financial penalties. The Office of the Attorney General may also take administrative action, which can affect the organization's right to solicit charitable contributions in New York State.
Is there a filing fee for the CHAR500?
Yes. Fees vary by registration category and the organization's gross revenue or net worth. Organizations with gross revenue under $25,000 may qualify for a reduced fee or no fee at all. The official CHAR500 instructions include the current fee schedule from the Charities Bureau.
Related Forms
These forms are commonly used alongside the CHAR500 NYS annual filing:
- IRS Form 990-EZ - the short-form annual return for smaller tax-exempt organizations
- IRS Form 990-PF - the annual return for private foundations
- Charitable Donation Worksheet - for tracking and reporting donation activity
- Annual Report Form - for other annual compliance requirements