Form Char026 - Summary Of Financial Filing Requirements - Office Of The Attorney General Charities Bureau Page 7

ADVERTISEMENT

SECTION III
Summary of Financial Filing Requirements and Fees
FOR DUAL REGISTRANTS
ANNUAL FINANCIAL FILING
A. When to file?
Annual financial filings must be filed within 4 1/2 months of the end of the
registrant's fiscal year.
B. Documents to be filed:
# CHAR 497
# CHAR 003, if securities were held at any time during the reporting
period
# Complete IRS tax return: form 990, or 990PF, 990EZ
# Other attachments to CHAR 497: depending on factors including total
revenue and support. See chart below.
# Filing fees See charts below.
M Filings and 7-A Fees
TOTAL REVENUE AND SUPPORT
FORMS & DOCUMENTS
FEE
(CHAR497, LINE 6)
over $150,000
1. CHAR497, with
$25
independent accountant's audit
2. copy of IRS tax return (990 or
990PF)
3. notes to financial statements
4. CHAR003
over $75,000,
1. CHAR497, with
$10
up to $150,000
independent accountant's review
2. copy of IRS tax return (990 or
990PF)
3. CHAR003
$75,000 or less
1. CHAR497, unaudited
$10
2. copy of IRS tax return (990,
990EZ or 990PF) or CHAR002
3. CHAR003
CHAR026 (4/98)
FINANCIAL FILING-EPTL & 7-A
page 7

ADVERTISEMENT

00 votes

Related Articles

Top 20 Happy Easter Cards And Gift Tags To Download For Free
Top Ten Easter Arts And Crafts Activities For Your Kids
Free Easter Coloring Pages And Easter Printables For Your Kids

Related forms

Form Ct-694 - Annual Financial Solicitation Report - California Office Of The Attorney General Form Ct-694 - Annual Financial Solicitation Report - California Office Of The Attorney General Legal
Form Ct-2cf - Commercial Fundraiser For Charitable Purposes 2000 Annual Financial Report - Office Of The Attorney General Form Ct-2cf - Commercial Fundraiser For Charitable Purposes 2000 Annual Financial Report - Office Of The Attorney General Legal
Form Cf-2 - Annual Financial Report - California Office Of The Attorney General Form Cf-2 - Annual Financial Report - California Office Of The Attorney General Legal
Form Cf-2t - Annual Financial Report - California Office Of The Attorney General Form Cf-2t - Annual Financial Report - California Office Of The Attorney General Legal
Form Octf001 - Complaint Form - State Of New York Department Of Law Office Of The Attorney General Eric T. Schneiderman Form Octf001 - Complaint Form - State Of New York Department Of Law Office Of The Attorney General Eric T. Schneiderman Legal
Form Ct-1 - Registration Form - State Of California Office Of The Attorney General Form Ct-1 - Registration Form - State Of California Office Of The Attorney General Legal
Form Cf-1 - Annual Registration Form Commercial Fundraiser For Charitable Purposes - California Office Of The Attorney General Form Cf-1 - Annual Registration Form Commercial Fundraiser For Charitable Purposes - California Office Of The Attorney General Legal
Form Ny-iaq - Investment Adviser Qualification - New York State Office Of The Attorney General Form Ny-iaq - Investment Adviser Qualification - New York State Office Of The Attorney General Legal
Form 1f002 - Paternity Information Gathering - Texas Office Of The Attorney General Form 1f002 - Paternity Information Gathering - Texas Office Of The Attorney General Legal
Form Sr-2 - Campaign Report Of Charitable Solicitation By An Independent Paid Fund Raiser Or Fund-raising Counsel - New Jersey Office Of The Attorney General Form Sr-2 - Campaign Report Of Charitable Solicitation By An Independent Paid Fund Raiser Or Fund-raising Counsel - New Jersey Office Of The Attorney General Legal

Related Categories

Parent category: Legal
Download
Go
Page of 8