NEW YORK STATE CHANGES TO THE ANNUAL CHAR500 FILING

24 August 2022

As of September 19, 2022, all annual filings with the Charities Bureau must be submitted online. The online application, which uses electronic signature and payment processes, makes annual filing easier, minimizes the Charities Bureau’s review time, and reduces errors and incomplete annual submissions. It also significantly reduces the time for posting filings in the Bureau’s online registry.

The online application requires a 10 Point Checklist using a series of Yes or No Questions that take filers’ through the process and provide important reminders. After completion of the checklist a summary of items to be completed or reminders tell the filer what will need to be done prior to submission.  The payment process requires either a credit card or an E-Check.  The alternate E-Check method requires that the checking account has been enabled to make online transactions.

We suggest that your organization take time to prepare for these filings by watching the video and beginning the checklist well in advance of the Filing Deadline.  

Please refer to the NYS Charities website for further details or feel free to contact your client service professional at FustCharles.

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