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Charitable
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Charitable Trusts (CT) Forms

CT-1 Form [PDF 120 kb / 3 pg] 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 38 kb / 1 pg] 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 77 kb / 1 pg] Instructions [PDF 54 kb / 2 pg] 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 60 kb / 2 pg] 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 85 kb / 1 pg] Complaint Form For use by individuals who wish to file a complaint against a charity or other public benefit corporation.
Instructions [PDF 93 kb / 1 pg] Dissolving a Nonprofit Corporation Specific steps are required to dissolve a nonprofit corporation and handle remaining funds held in trust.

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Commercial Fundraiser (CF) Forms

CT-1CF Form [PDF 103 kb / 2 pg] Instructions [PDF 27 kb / 1 pg] Annual Registration Form For use by commercial fundraisers prior to soliciting any funds in California for charitable purposes.
CT-2CF Form [PDF 61 kb / 2 pg] Instructions [PDF 29 kb / 1 pg] 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 52 kb / 2 pg] Instructions [PDF 25 kb / 1 pg] 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 53 kb / 2 pg] Instructions [PDF 27 kb / 1 pg] Annual Financial Report – Vehicle Donations Disclosure reporting form for use by every commercial fundraiser who solicits donations of vehicles for charitable purposes.

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CT-3CF Form [PDF 58 kb / 3 pg] Instructions [PDF 27 kb / 1 pg] 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 40 kb / 2 pg] Instructions [PDF 13 kb / 1 pg] 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 104 kb / 2 pg] Instructions [PDF 28 kb / 1 pg] 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 63 kb / 2 pg] Instructions [PDF 45 kb / 1 pg] 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.

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CT-8CF Form [PDF 30 kb / 1 pg] Instructions [PDF 25 kb / 1 pg] 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 40 kb / 1 pg] Instructions [PDF 30 kb / 1 pg] 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 66 kb / 1 pg] 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 36 kb / 1 pg] 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).

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Nonprofit Raffle Program (NRP) Forms

Checklist [PDF 33 kb / 1 pg] Nonprofit Raffles Checklist for nonprofit organizations seeking to hold charitable raffles.
CT-NRP-1 [PDF 414 kb / 1 pg] 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 396 kb / 2 pg] Nonprofit Raffle Report 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

Form 990 [PDF 932 kb / 11 pg] Instructions [PDF 417 kb / 75 pg] 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 346 kb / 4 pg] Instructions [PDF 238 kb / 39 pg] 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 455 kb / 13 pg] Instructions [PDF 241 kb / 32 pg] Form 990-PF (Private Foundation) Financial return of private foundations to report charitable distributions and activities.

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Forms Request

Request Form [PDF 16 kb / 1 pg] Requesting Forms

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