Forms

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
  Registration/Renewal Reports
  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
  Complaint Form
  For use by individuals who wish to file a complaint against a charity or other public benefit corporation.

• Instructions, pdf
  Dissolving a Nonprofit Corporation
  Specific steps are required to dissolve a nonprofit corporation and handle remaining funds held in trust.

Back To Top

Commercial Fundraiser (CF) Forms

• CT-1CF Form, pdf   Instructions, pdf
  Annual Registration Form
  For use by commercial fundraisers prior to soliciting any funds in California for charitable purposes.

• 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.

Back To Top

• 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-4CF Form, pdf   Instructions, pdf
  Surety Bond Form
  Commercial fundraisers must submit the original copy of a surety bond or a cash deposit with each registration application.

• 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.

Back To Top

• CT-8CF Form, pdf   Instructions, pdf
  Commercial Fundraisers Deposit by Assignment
  Each application for registration as a commercial fundraiser must be accompanied by a cash deposit or surety bond.

• 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).

Back To Top

Nonprofit Raffle Program (NRP) Forms

• Checklist, pdf
  Nonprofit Raffles
  Checklist for nonprofit organizations seeking to hold charitable raffles.

• CT-NRP-1, pdf
  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.

  Please 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."

• CT-NRP-2, pdf
  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.

Back To Top

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.

• Form 990-EZ, pdf   Instructions, pdf
  Form 990-EZ (Short Form)
  Financial return of tax-exempt organizations with gross receipts of less than $100,000 and total assets of less than $250,000.

• Form 990-PF, pdf   Instructions, pdf
  Form 990-PF (Private Foundation)
  Financial return of private foundations to report charitable distributions and activities.

Back To Top

Forms Request

• Request Form, pdf
  Requesting Forms

Back To Top