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Click ‘Get Form’ to open the char 500 form in the editor.
Begin with Section 1: General Information. Fill in the fiscal year dates, organization name, and Federal Employer ID number (EIN). Ensure to check any applicable boxes regarding address or name changes.
Proceed to Section 2: Certification. Two signatures are required here. Have both the President or Authorized Officer and the Chief Financial Officer or Treasurer sign and print their names along with their titles and dates.
In Section 3: Annual Report Exemption Information, check the appropriate box if your organization qualifies for an exemption based on contributions or gross receipts.
If applicable, complete Section 4: Article 7-A Schedules by answering questions about professional fundraisers and government contributions.
Finally, indicate any fees submitted in Section 5 and ensure all required attachments are included before submitting your completed form.
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Check the exemption(s) that apply to your filling. If your organization is claiming an exemption under one category (7A or EPTL only filers) or both.Read more
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