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Registration Statement for Charitable Lead Trusts
Form CHAR001-LT New York State Department of Law (Office of the Attorney General)
Charities Bureau - Registration Section Open to Public
For Registration of Lead Trusts Only 120 Broadway Inspection
(remainder trusts use CHAR001-RT, New York, NY 10271
charitable organizations use CHAR410,
estates submit Notice of Probate) www.charitiesnys.com/
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 (2010)
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