Who needs a Form CHAR 500?
This Annual Filing for Charitable Organizations, Form CHAR 500 must be filed by the nonprofits and wholly charitable trusts that file IRS Forms 990, 990-EZ or 990-PF.
What is Form CHAR 500 for?
The Charity Bureau who issues this particular form requires an annual filing of the CHAR 500 form whether it is an annual report with financial data and a filing fee or a filing claiming exemption from reporting requirements and filing fees.
Is Form CHAR 500 accompanied by other forms?
The total fee for filing this form must be paid and a check or money order must be submitted with this form.
Copies of Internal Revenue Service Forms should be attached as well.
There is a strict document attachment requirement for the Article 7-A filers. An audit report, review report, and accountant's report must be attached.
When is Form CHAR 500 due?
For the Article 7-a and Dual companies, the applicant must file by the 15th day of the 5th month after the accounting period ends.
For EPTL organizations, the applicant must file by the last day of the 6th month after the organization’s accounting period ends.
How do I fill out Form CHAR 500?
The following information must be provided in order to complete the form:
Annual report exemption information;
Article 7-A Schedules;
Information on the Professional Fund Raisers, Fund Raising Counsels, Co-Venturers (if applicable);
Information on government contributions;
More instructions on how you should fill this form out can be found on the official Charities Bureau website - https://www.charitiesnys.com/pdfs/char500i.pdf
Where do I send Form CHAR 500?
Once completed and signed, this form must be directed to the following address:
Charities Bureau - Registration Section, 120 Broadway, New York, NY 10271