Fillable Form Char500 - Nys Annual Filing For Charitable Organizations

Form Char500 - Nys Annual Filing For Charitable Organizations - 2013 Page 3

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CHAR500

2013

Open to Public

Schedule 4a: Professional Fund Raisers, Fund Raising Counsels, Commercial Co-Venturers

Inspection

If you checked the box in question 4a in Part 4 on the CHAR500 Annual Filing for Charitable Organizations, complete this schedule for EACH Professional

Fund Raiser (PFR), Fund Raising Counsel (FRC) or Commercial Co-Venturer (CCV) that the organization engaged for fund raising activity in NY State. Use

additional pages if necessary. Include this schedule with your certified CHAR500 NYS Annual Filing for Charitable Organizations.

1. Organization Information

NY Registration Number:

Name of Organization:

2. Professional Fund Raiser, Fund Raising Counsel, Commercial Co-Venturer Information

NY Registration Number:

Name of FRP:

Fund Raising Professional type:

Professional Fund Raiser

Telephone:

Mailing Address:

Fund Raising Counsel

City / State / Zip:

Commercial Co-Venturer

3. Contract Information

Contract Start Date:

Contract End Date:

4. Description of Services

Services provided by FRP:

5. Description of Compensation

Compensation arrangement with FRP:

Amount Paid to FRP:

6. Commercial Co-Venturer (CCV) Report

If services were provided by a CCV, did the CCV provide the charitable organization with the interim or closing report(s) required by

Yes

Section 173(a) part 3 of the Executive Law Article 7A?

Definitions

A Professional Fund Raiser (PFR), in addition to other activities, conducts solicitation of contributions and/or handles the donations (Article 7A, 171-a.4).

A Fund Raising Counsel (FRC) does not solicit or handle contributions but limits activities to advising or assisting a charitable organization to perform

such functions for itself (Article 7A, 171-a.9).

A Commercial Co-Venturer (CCV) is an individual or for-profit company that is regularly and primarily engaged in trade or commerce other than raising

funds for a charitable organization and who advertises that the purchase or use of goods, services, entertainment or any other thing of value will benefit a

charitable organization (Article 7A, 171-a.6).

CHAR500 Schedule 4a: Professional Fund Raisers, Fund Raising Counsels, Commercial Co-Venturers (Updated June 2014)

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