Investments and Financial

The Trust has provided you with information on its Investment and Financial documents. Please click on the links in the navigation bar on the left of the screen to view various documents and see below for tax return documents.

2016 Tax Return documents

(for the fiscal year ending 03-31-2017)

IRS 990 - 2016 Return of Organizations Exempt from Income Tax

IRS 990-T - 2016 Exempt Organizations Business Income Tax Return

CHAR 500 - 2016 Annual Filing for Charitable Organization (NYS)

CT-13 - 2016 NYS Unrelated Business Income Tax Return

2015 Tax Return documents

(for the fiscal year ending 03-31-2016)

IRS 990 - 2015 Return of Organizations Exempt from Income Tax

IRS 990-T - 2015 Exempt Organizations Business Income Tax Return

CHAR 500 - 2015 Annual Filing for Charitable Organization (NYS)

CT-13 - 2015 NYS Unrelated Business Income Tax Return

Please note that some of our documents are only available in PDF format. If you are unable to view PDFs please contact the Trust office at (518) 473-7091 or aptrust@nysed.gov and we can send you the material.