Please note that, effective February 1, 2020, the Attorney General’s Registry of Charitable Trusts will require charities and professional fundraisers to use new and amended forms. The official forms will be available on this page on or about January 16. Also, samples of the new and amended forms (see “Adopted Forms” not for official use), including redline changes, may be found on the Notice of Amendments to Regulations page.

Significant changes to the forms include:

Charities with annual revenue under $50,000 must file the CT-TR-1 treasurer’s report annually;
The RRF-1 annual registration renewal form now requires that charities report noncash donations;
The CT-1 initial registration form now requires additional information such as dbas and prior enforcement actions; and
Changes were also made to the professional fundraiser forms and the raffle forms.

Visit https://oag.ca.gov/charities/forms for more information