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A New York Not-for-Profit Corporations: A Primer on Formation and Governance

A New York Not-for-Profit Corporations: A Primer on Formation and Governance

New York Not-for-Profit Corporations_675

Navigating the federal and state landscapes regulating and restricting charitable entities is a complex endeavor. This program focuses on federal and state regulations pertaining to not-for-profit corporations and governance issues relating to those entities. 

The following topics will be covered:


A. Selecting the Type of Charitable Organization:  

• Private Foundations (Non-Operating), Private Operating Foundations and Public Charities

• Comparison of 501(c)(4) and 501(c)(6) organizations 

• When is a 501(c)(4) preferable

• Other tax exemption applications you may need to make (property tax exemptions and PILOTS)

• Revocation of tax-exempt status: how is it triggered and how can it be fixed

B. Achieving and Maintaining Federal Tax Exempt Status: Applying for Federal Tax Exemption – the Form 1023; federal reporting requirements – the Form 990

C. New York Registration and Reporting Requirements. Form CHAR410, Form CHAR410-A, Form CHAR410-R


A. Use of Endowment Funds

B. Selection of Auditors

C. Investment Policies

D. Whistleblower Provisions

E. Compensation of Officers

F. Excess Benefit Transactions


Yolanda Y. Kanes, Partner and Chair of Trusts and Estates, Tannenbaum, Helpern Syracuse & Hirschtritt LLP

Ralph A. Siciliano, Partner and Head of Governmental and Regulatory Investigations, Tannenbaum, Helpern Syracuse & Hirschtritt LLP

Section Member Price: $40.00 Join (or renew) for special member pricing
Non-Member Price: $100.00
Published Date:
  • May 23, 2023
  • Online On-Demand
Product Code:
  • VMY71
Areas Of Professional Practice Credit(s):
  • 1.0
Total Credit(s):
  • 1.0