Charitable Trusts (CT) Forms
CT-1 Form, pdf
Initial Registration Form
This form is required from all charities that are registering with the Attorney General's Registry of Charitable Trusts for the first time.
Initial Registration Guide, pdf
General Guide for Initial Registration
This is a guide for charities that are completing initial registration with the Attorney General's Registry of Charitable Trusts
RRF-1 Form, pdf Instructions, pdf
Disclosure reporting form for use by every public benefit corporation required to renew their registration 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.
CT-694 Form, pdf
Annual Financial Solicitation Report
For use by a charity that solicits for charitable purposes, (1) collects more than 50% of its annual income and more than $1 million in charitable contributions from donors in California during the previous calendar year, and (2) spent more than 25% of its annual income on non-program activities as defined in Business and Professions Code section 17510.9.
CT-9 Form, pdf
For use by individuals who wish to file a complaint against a charity or other public benefit corporation.
Dissolving a Nonprofit Corporation
Specific steps are required to dissolve a nonprofit corporation and handle remaining funds held in trust.
Commercial Fundraiser (CF) Forms
CT-2CF Form, pdf Instructions, pdf
Annual Financial Report – Commercial Fundraisers
Disclosure reporting form for use by every commercial fundraiser to report funds or assets received as a result of a solicitation for charitable purposes.
CT-2TCF Form, pdf Instructions, pdf
Annual Financial Report – Thrift Stores
Disclosure reporting form for use by thrift stores that have obtained a majority of their inventory for sale through donations or by purchase.
CT-2VCF Form, pdf Instructions, pdf
Annual Financial Report – Vehicle Donations
Disclosure reporting form for use by every commercial fundraiser who solicits donations of vehicles for charitable purposes.
CT-3CF Form, pdf Instructions, pdf
Annual Registration Form – Fundraising Counsel
For use by every fundraising counsel for charitable purposes in California prior to managing, advising, counseling, consulting or preparing materials for solicitation.
CT-5CF Form, pdf Instructions, pdf
Annual Registration – Commercial Coventurer
For use by commercial coventurers prior to representing to the public that the purchase or use of an item will benefit a charitable purpose.
CT-6CF Form, pdf Instructions, pdf
Commercial Coventurer for Charitable Purposes Annual Financial Report
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.
CT-9CF Form, pdf Instructions, pdf
Commercial Fundraisers Receipt for Notice of Assessment in Lieu of Surety Bond
Each application for registration as a commercial fundraiser must be accompanied by a cash deposit or surety bond.
CT-10CF Form, pdf
Notice of Intent To Solicit For Charitable Purposes - Commercial Fundraiser
For use by commercial fundraisers for charitable purposes to provide 10 working days' notice prior to the commencement of each solicitation campaign, event, or service, in accordance with Govt. Code sec. 12599(h).
CT-11CF Form, pdf
Notice of Intent To Solicit For Charitable Purposes - Fundraising Counsel
For use by fundraising counsel to provide 10 working days' notice prior to the commencement of the performance of any service for a charitable organization, in accordance with Govt. Code sec. 12599.1(e).
Nonprofit Raffle Program (NRP) Forms
Checklist for nonprofit organizations seeking to hold charitable raffles.
CT-NRP-1, pdfPlease note: If an organization intends to conduct a raffle in September, the application must be submitted in advance, giving sufficient time for processing by the Registry. The Registry does not confirm receipt of raffle registration forms. An organization that wants confirmation that the Registry has received a form must send the mail to the Registry "certified receipt requested." You must obtain a confirmation letter from the Registry of Charitable Trusts prior to conducting any raffle activities. This includes selling tickets to an event that will be held in the future. If you wish to conduct the drawing after September 1 of any year, but you wish to sell tickets prior to September 1 of that year, you must register for both years.
Nonprofit Raffle Registration Form
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.
Nonprofit Raffle Report
Please note: A nonprofit corporation that has registered to conduct raffles must file a single aggregate report for all raffles held during the reporting year. This is a change in procedure based on amendment to the regulations implementing section 320.5 of the Penal Code. Prior to amendment of these regulations, a separate report was required for each raffle held.
Internal Revenue Service Forms
Form 990, pdf Instructions, pdf
Form 990 (Organization Exempt from Income Tax)
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.