CHARITABLE TRUSTS
(CT) FORMS
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| Registration Form |
Instructions [10KB/1 Pg]
CT-1 Form [13KB/1 Pg] |
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For use by charities and other public benefit corporations who must register with the Registry of Charitable Trusts before engaging in charitable solicitations in California.
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| Registration/Renewal Reports |
RRF-1 Notice [58KB/1 Pg]
Instructions [33KB/2 Pg]
RRF-1 Form [227KB/1 Pg]
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Disclosure reporting form for use by every public benefit organization required to register with the Attorney General's Registry of Charitable Trusts. Form RRF-1 must be filed annually within four months and fifteen days after the end of an organization's accounting period. The RRF-1 is a fillable form.
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| Complaint Form |
CT-9 Form [85KB/1 Pg] |
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For use by individuals who wish to file a complaint
against a charity or other public benefit corporation.
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| Dissolving a Nonprofit Corporation |
Instructions [93KB/1 Pg] |
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Specific steps are required to dissolve a nonprofit corporation and handle remaining funds held in trust.
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COMMERCIAL FUNDRAISER (CF) FORMS
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| Annual Registration Form |
Instructions [26KB/1 Pg]
CT-1CF Form [36KB/2 Pgs] |
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For use by commercial fundraisers prior to soliciting any funds in California for charitable purposes.
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| Annual Financial Report – Commercial Fundraisers |
Instructions [40KB/1 Pg]
CT-2CF Form [32KB/2 Pgs] |
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Disclosure reporting form for use by every commercial fundraiser to report funds or assets received as a result of a solicitation for charitable purposes.
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| Annual Financial Report – Thrift Stores |
Instructions [25KB/1 Pg]
CT-2TCF Form [31KB/2 Pgs] |
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Disclosure reporting form for use by thrift stores that have obtained a majority of their inventory for sale through donations or by purchase.
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| Annual Financial Report – Vehicle Donations |
Instructions [25KB/1 Pg]
CT-2VCF Form [30KB/2 Pgs] |
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Disclosure reporting form for use by every commercial fundraiser who solicits donations of vehicles for charitable purposes.
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| Annual Registration Form – Fundraising Counsel |
Instructions [27KB/1 Pg]
CF-3 Form [33KB/2 Pgs] |
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For use by every fundraising counsel for charitable purposes in California prior to managing, advising, counseling, consulting or preparing materials for solicitation.
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| Annual Registration – Commercial Coventurer |
Instructions [28KB/1 Pg]
CF-5CF Form [120KB/2 Pgs] |
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For use by commercial coventurers prior to representing to the public that the purchase or use of an item will benefit a charitable purpose.
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| Commercial Fundraisers Deposit by Assignment |
Instructions [25KB/1 Pg]
Form [16KB/1 Pg] |
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Each application for registration as a commercial fundraiser must be accompanied by a cash deposit or surety bond.
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| Commercial Fundraisers Receipt for Notice of Assessment in Lieu of Surety Bond |
Instructions [24KB/1 Pg]
Form [25KB/1 Pg] |
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Each application for registration as a commercial fundraiser must be accompanied by a cash deposit or surety bond.
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| Surety Bond Form |
Instructions [13KB/1 Pg]
CT-4-CF Form [91KB/2 Pgs] |
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Commercial fundraisers must submit the original copy of a surety bond or a cash deposit with each registration application.
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| Commercial Coventurer for Charitable Purposes Annual Financial Report |
Instructions [28KB/1 Pg]
CT-6-CF Form [37KB/2 Pgs] |
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Every commercial coventurer for charitable purposes registered in California must file an annual financial report with the Attorney General’s Registry of Charitable Trusts on behalf of each charitable organization for which donations were solicited during the preceding calendar year.
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NONPROFIT RAFFLE PROGRAM FORMS
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| Nonprofit Raffle Registration Form |
CT-NRP-1 [208KB/1 page] |
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Each nonprofit organization that intends to conduct a raffle during a year (September 1 through August 31) must complete and submit a raffle registration form.
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| Nonprofit Raffle Report |
CT-NRP-2 [241KB/2 pages] |
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A nonprofit organization that has registered to conduct a raffle
must file a separate nonprofit raffle report for each raffle held
during the year (September 1 through August 31).
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INTERNAL REVENUE SERVICE FORMS
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| Form 990 (Organization Exempt from Income Tax) |
Instructions [301KB/42 Pgs]
Form [197KB/6 Pgs] |
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Financial return of organizations with gross receipts of more than $100,000 and total assets of over $250,000 at the end of the year.
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| Form 990-EZ (Short Form) |
Instructions [301KB/42 Pgs]
Form [31.9KB/2 Pgs] |
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Financial return of tax-exempt organizations with gross receipts of less than $100,000 and total assets of less than $250,000.
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| Form 990-PF (Private Foundation) |
Instructions [197KB/30 Pgs]
Form [111KB/12 Pgs] |
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Financial return of private foundations to report charitable distributions and activities.
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