Follow the steps to complete the CHAR500 form successfully.

1. Press the ‘Get Form’ button to acquire the CHAR500 form and open it for completion.
2. In the General Information section, enter the fiscal year dates in the specified format (mm/dd/yyyy). Fill out the organization's name, Employer Identification Number (EIN), and check any applicable boxes such as Address Change, Name Change, or filing type (Initial, Final, Amended). Provide the address, city, state, zip, telephone, website, and email. Indicate the organization's NY Registration Number and registration category.
3. In the Certification section, ensure that the form is certified under penalties of perjury. Both the President or Authorized Officer and the Chief Financial Officer or Treasurer must sign the form, indicating their title and date.
4. Navigate to the Annual Reporting Exemption section. If applicable, check the exemption(s) that apply (7A filing exemption or EPTL filing exemption) and complete only parts 1, 2, and 3 if claiming an exemption.
5. Complete the Schedules and Attachments section. Answer the questions associated with the use of professional fund raisers and government grants. Based on the responses, determine if additional schedules (4a and 4b) are required.
6. Calculate the fee based on the registration category and exemptions claimed. Fill out the total fee section accurately.
7. Finally, review the completed form, attach necessary schedules and payments, and send the CHAR500, along with any required attachments and the calculated fee, to the specified address: NYS Office of the Attorney General, Charities Bureau Registration Section, 120 Broadway, New York, NY 10271.

Complete your CHAR500 filing online to ensure compliance and facilitate your organization’s charitable activities.