Fillable Printable CT1 - Initial Registration Form
Fillable Printable CT1 - Initial Registration Form
CT1 - Initial Registration Form
Registry of Charitable Trusts
P.O. Box 903447
Sacramento, CA 94203-4470
Telephone: (916) 445-2021
WEBSITE ADDRESS:
http://ag.ca.gov/charities/
INITIAL
REGISTRATION FORM
STATE OF CALIFORNIA
OFFICE OF THE ATTORNEY GENERAL
REGISTRY OF CHARITABLE TRUSTS
(Government Code Sections 12580-12599.7)
NOTE: A $25.00 REGISTRATION FEE MUST ACCOMPANY THIS REGISTRATION FORM. MAKE CHECK PAYABLE TO
DEPARTMENT OF JUSTICE.
Pursuant to Section 12585, registration is required of every trustee subject to the Supervision of Trustees and
Fundraisers for Charitable Purposes Act within thirty days after receipt of assets (cash or other forms of property )
for the charitable purposes for which organized.
Every charitable (public benefit) corporation, association and trustee holding assets for charitable purposes or
doing business in the State of California must register with the Attorney General, except those exempted by
California Government Code section 12583. Corporations that are organized primarily as a hospital, a school, or a
religious organization are exempted by Section 12583.
Name of Organization:
The name of the organization should be the legal name as stated in the organization’s organizing instrument (i.e., articles of
incorporation, articles of associatio n , or trust instrument).
Official Mailing Address for Organization:
Address:
City:
State:
ZIP Code:
Organization’s telephone number:
Organization’s e-mail add ress:
Organization’s fax number:
Organization’s website:
All organizations must apply for a Federal Employer Identification Number from the Internal Revenue Service, including
organizations that have a group exemption or file group returns.
Federal Employer Identification Number (FEIN): Group Exemption FEIN (if applicable):
All California corporations and foreign corporations that have qualified to do business in California will have a corporate
number. Unincorporated organizations are assigned an organization number by the Franchise Tax Board upon application for
California tax exemption.
Corporate or Organization Number:
CT-1 REGISTRATION FORM (6/2007)
Names and addresses of ALL trustees or directors and officers (attach a list if necessary):
Name Position
Address
City State ZIP Code
Name Position
Address
City State ZIP Code
Name Position
Address
City State ZIP Code
Name Position
Address
City State ZIP Code
Name
Address
City State ZIP Code
Describe the primary activity of the organization. (A copy of the material submitted with the application for federal or state tax
exemption w ill normally provide this information.) If the organization is based outside California, comment fully on the extent
of activities in California and how the California activities relate to total activities. In addition, list all funds, property, and other
assets held or expected to be held in Californi a. In dicate w hether you are monitored in your home state, and if so, by whom.
Attach additional sheets if n ecessary.
The organization will be required to file financial reports annually. All organizations must file the Annual Registration/Renewal
Fee Report (RRF-1) within four months and fifteen days after the end of the organization’s accounting period. Organizations
with $25,000 or more in either gross receip t s or total assets are also required to file either the IRS Form 990, 990-EZ, or 990-PF.
Forms can be found on the Charitable Trusts’ website at http://ag.ca.gov/charities/
.
Date assets first received:
If assets (funds, property, etc.) have been received, enter the date first received:
Registration w i th the Attorney
General is required within thirty
days of receipt of assets.
Fiscal Year Ending
What annual accounting period has the organization adopted?
Calendar Year
CT-1 REGISTRATION FORM (6/2007)
Attach your founding documents as follows:
A) Corporations - Furnish a copy of the articles of incorporation and all amendments and current bylaws. If incorporated
outside California, enter the date the corporation qualified through the California Secretary of State’s Office to conduct
activities in California.
B) Associations
- Furnish a copy of the instrument creating the organization (bylaws, constitution, and/or articles of
association).
C) Trusts
- Furnish a copy of the trust instrument or will and decree of final distribution.
D) Trustees for charitable purposes - Furnish a statement describing your operations and charitable purpose.
Has the organization ap p lied for or been granted IRS tax exemp t status Yes No
Date of application for Federal tax exemptio n :
Date of exemption letter: Exempt under Internal Revenue Code section 501(c)
If known, are contributions to the organization tax deductible? Yes No
Attach a copy of the Application for Recognition of Exemption (IRS Form 1023) and the determination letter issued by the IRS.
Does your organization contract with or otherwise engage the services of any commercial fundraiser for charitable purposes,
fundraising counsel, or commercial coventurer? If yes, provide the name(s), address(es), and telephone number(s) of the
provider(s):
Commercial Fundraiser Fundraising Counsel Commercial Coventurer
Name
Address
City State ZIP Code
Telephone Number
Commercial Fundraiser Fundraising Counsel Commercial Coventurer
Name
Address
City State ZIP Code
Telephone Number
Commercial Fundraiser Fundraising Counsel Commercial Coventurer
Name
Address
City State ZIP Code
Telephone Number
I declare under penalty of perjury that I have examined this registration form, including accompanying documents, and to the best of my
knowledge and belief, the form and each document are true, correct, and complete.
Signature Title Date
If additional information is required, please refer to the Supervision of Trustees and Fundraisers for Charitable Purposes Act
(Government Code sections 12580-12599.7), the Administrative Rules and Regulations pursuant to the Act (California Code of
Regulations, Title 11, Sections 300-312.1).
If you have questions regarding registration , o r need assistance, informatio n is available on our website at
http://ag.ca.gov/charities/
or you can reach us by telephone at (916) 445-2021 or fax at (916) 444-3651.
CT-1 REGISTRATION FORM (6/2007)
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