Form Char001-Lt - Registration Statement For Charitable Lead Trusts printable pdf download

Form Char001-Lt - Registration Statement For Charitable Lead Trusts

Registration Statement for Charitable Lead Trusts

CHAR001-LT

Form

New York State Department of Law (Office of the Attorney General)

Open to Public

Charities Bureau - Registration Section

Inspection

For Registration of Lead Trusts Only

120 Broadway

(remainder trusts use CHAR001-RT,

New York, NY 10271

charitable organizations use CHAR410,

estates submit Notice of Probate)

Part A - Identification of Registrant

1. Full Name of Trust

7. Full Name of Grantor/Testator

2. c/o Name (individual, law firm, etc.)

8. Fed. employer ID no. (EIN)

3. Mailing address (Number and street)

Room/suite

9. Date of Trust and any Amendments/Codicils

City or town, state or country and ZIP+4

10. Type of Trust:

Inter vivos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

Testamentary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

4. Phone

5. Fax

6. Email address

11. Fiscal Year End (mm/dd)

Part B - Identification of Trustees (list information for each trustee)

Name

Address

Part C.1. - Identification of Remainder Beneficiaries (list information for each remainder beneficiary)

Name

Date of Death (if applicable) Description of Interest

Part C.2. - Identification of Charitable Lead Beneficiaries (list information for each charitable lead beneficiary)

Organization Name

Federal EIN

Lead Interest End Date Description of Interest

Part D - Attachments - All Documents Required

Attach a copy of the trust instrument to this Registration Statement.

Part E - Certification

Signature

Printed Name

Title

Date

Form CHAR001-LT (2006)

Form Char001-Lt - Registration Statement For Charitable Lead Trusts

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