CHAR 500 Annual Filing for 2013

Form
A n n u a l Filing for Charitable Organizations
CHAR500
T i n . form UM'il fur
Article 7-A. E P T L ami dual filer*
(replace* farm* C H A R 497.
2 0 13
New York State Department of Law (Office of the Attorney General)
Charities Bureau - Registration Section
120 Broadway
New York, N Y 10271
http://www.charitiesnys.com
CHAR
O p e n to Public
Inspection
1. General Information
a. For the fiscal year beginning (mm/dd/yyyy)
b. Check if applicable for N Y S :
D
c
/ 2 0 1 3 and ending (mm/dd/yyyy)
N a m e of o r g a n i z a t i o n
F e d . e m p l o y e r ID n o . ( E I N )
e.
N Y S t a t e r e g i s t r a t i o n n o . (##-##-##)
Name change
Q
Initial filing
f.
Telephone
g.
Email
01-82-27
The Associates of the University of Toronto, Inc.
Room/suite
N u m b e r a n d s t r e e t ( o r P . O . b o x if m a i l n o t d e l i v e r e d to s t r e e t a d d r e s s )
•
Final filing
D
A m e n d e d filing
(»-#######)
13-6142038
A d d r e s s change
D
D
d.
c/o Gary Kaufman, Treasurer, 58 West 84th Street
N Y registration pending
2F
City or town, state o r country a n d zip + 4
New York, N Y 10024
number
917.608.2750
[email protected]
2. Certification - Two Signatures Required
W e certify under penalties of perjury that we reviewed this report, including all attachments, and to the best of our knowledge and belief, they are true,
correct and complete in accordance with the laws of the State of New York applicable to this report.
a. President or Authorized Officer
b. Chief Financial Officer or Treas.
>
fi4^\\siA/z
SAjnature
~\ (•
President
Paul Cadario
jjj
Date
Treasurer
Gary Kaufman
06/19/14
Title
Printed N a m e
Signature
06/19/14
Title
Printed N a m e
Date
3. Annual Report Exemption Information
a. Article 7-A annual report exemption (Article 7-A registrants and dual registrants)
Check O |
I if total contributions from N Y State (including residents, foundations, corporations, government agencies, etc.) did not exceed
$25,000 and the organization did not engage a professional fund raiser ( P F R ) or fund raising counsel (FRC).to solicit
contributions during this fiscal year.
NOTE: A n organization may claim this exemption if no P F R or F R C was used and either: 1) it received an allocation from a federated fund,
United W a y or incorporated community appeal and contributions from other sources did not exceed $25,000 o r 2) it received all or
substantially all of its contributions from one government agency to which it submitted an annual report similar to that required by Article 7-A.
b. E P T L annual report exemption ( E P T L registrants and dual registrants)
Check O [ j
if gross receipts did not exceed $25,000 and assets (market value) did not exceed $25,000 at any time during this fiscal year.
F o r E P T L or A r t i c l e - 7 A registrants c l a i m i n g the a n n u a l report e x e m p t i o n u n d e r the o n e law u n d e r w h i c h they are registered a n d for d u a l registrants c l a i m i n g the a n n u a l report
e x e m p t i o n s u n d e r both l a w s , s i m p l y c o m p l e t e part 1 ( G e n e r a l Information),
Do not submit
a fee, do not complete
the following
part 2 (Certification) a n d part 3 ( A n n u a l R e p o r t E x e m p t i o n I n f o r m a t i o n ) a b o v e .
schedules
and do not submit
any attachments
to this
form
4. Article 7-A Schedules
If y o u d i d n o t c h e c k t h e A r t i c l e 7 - A a n n u a l r e p o r t e x e m p t i o n a b o v e , c o m p l e t e t h e f o l l o w i n g f o r t h i s f i s c a l y e a r :
a.
D i dt h e o r g a n i z a t i o n u s e a p r o f e s s i o n a l fund raiser, fund raising c o u n s e l o r c o m m e r c i a l c o - v e n t u r e r for fund raising activity
in N Y S t a t e ?
. .
Y e s * LX N o
* If " Y e s " , c o m p l e t e S c h e d u l e 4 a .
b.
Did the organization receive government contributions
(grants)?
Yes*
iXNo
* If " Y e s " , c o m p l e t e S c h e d u l e 4 b .
5. Fee Submitted: S e e last page for summary of fee requirements.
Indicate the filing fee(s) you are submitting along with this form:
a. Article 7-A filing fee
$
b. EPTL filing fee
S
25 Submit only one check or money order for the
100 total fee, payable to "NYS Department of Law"
c. Total fee
$
125
6. Attachments - For organizations that are not claiming annual report exemptions under both laws, see last page for required attachments -»-»-»
039
C H A R 5 0 0 - 2013
Schedule 4a: Professional Fund Raisers (PFR), Fund Raising C o u n s e l s (FRC), C o m m e r c i a l Co-Venturers
(CCV)
If you checked the box in question 4.a. on page 1, complete the following schedule for each P F R , F R C or C C V that the organization engaged for
fund raising activity in NY State:
1.
Type of fund raising professional ( F R P ) :
Professional fund raiser
2.
•
Fund raising counsel
D
Commercial co-venturer
Q
Name of F R P :
Number and street (or P . O . box if mail is not delivered to street address):
City or town, state or country and zip + 4:
3.
F R P telephone number:
4.
Services provided by F R P (provide description):
5.
Compensation arrangement with F R P (provide description):
6.
Dates of contract
through
(mm/dd/yyyy)
7.
(mm/dd/yyyy)
Amount paid to F R P
8. If services were provided by a C C V , did the C C V provide the charitable organization with the interim report(s) required by §§ 1 7 3 - a . 3 of the
Executive Law? \ Y e s
J No
1039
C H A R 5 0 0 - 2013
S c h e d u l e 4b: G o v e r n m e n t Contributions (Grants)
If you checked the box in question 4.b. on page 1, complete the following schedule for each government contribution (grant). U s e additional copies
of this page if necessary to list each government contribution (grant) separately.
Grant A m o u n t
G o v e r n m e n t A g e n c y Name
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Total G o v e r n m e n t C o n t r i b u t i o n s (Grants)
3
C H A R 5 0 0 - 2013
$
5. Fee Instructions
The filing fee depends on the organization's
Organization's Registration Type
Registration
Type. For details on Registration
Type and filing fees, see the Instructions
for Form
Fee Instructions
Article 7-A
Calculate the Article 7-A filing fee using the table in part a below. The E P T L filing fee is $0.
EPTL
Calculate the E P T L filing fee using the table in part b below. The Article 7-A filing fee is $0.
Dual
Calculate both the Article 7-A and E P T L filing fees using the tables in parts a and b below. A d d the Article 7-A and
E P T L filing fees together to calculate the total fee. Submit a single check or money order for the total fee.
a)
Article 7-A filing fee
Total Support & Revenue
b)
Article 7-A Fee
more than $250,000
$25
up to $250,000 *
$10
Any organization that contracted with or used the services of a professional fund raiser
(PFR) or fund raising counsel (FRC) during the reporting period must pay an Article 7-A
filing fee of $25, regardless of total support and revenue.
EPTL filing fee
EPTL Fee
Net Worth at End of Year
Less than $50,000
$25
$50,000 or more, but less than $250,000
$50
$250,000 or more, but less than $1,000,000
$100
$1,000,000 or more, but less than $10,000,000
$250
$10,000,000 or more, but less than $50,000,000
$750
$50,000,000 or more
$1500
6. Attachments - Document Attachment Check-List
Check the boxes for the documents you are attaching.
For All Filers
Filing Fee
XI Single check or money order payable to " N Y S Department of Law"
Copies of Internal Revenue Service Forms
S3 IRS Form 990
•
IRS Form 990-EZ
IS All required schedules (including
Schedule B)
D
All required schedules (including
Schedule B)
•
•
IRS Form 990-T
IRS Form 990-T
•
Independent Accountant's Report
SI
Audit Report (total support & revenue more than
•
Review Report (total support & revenue $100,001 to
Q
No A c c o u n t a n t s Report Required (total support & revenue not more than
C H A R 5 0 0 - 2013
$250,000)
$250,000)
$100,000)
IRS Form 990-PF
•
•
Additional Article 7-A Document Attachment Requirement
039
CHAR500.
All required schedules (including
Schedule B)
IRS Form 990-T

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