Article

California Attorney General Updates Charities Forms Effective February 1, 2020

by Katy Brown
January 28, 2020

Starting February 1, 2020, the California Attorney General’s Registry of Charitable Trusts will require charities and professional fundraisers to use new and updated forms. The key changes are as follows:

  • Form CT-TR-1, Annual Treasurer’s Report Attorney General of California – This form is new and required to be filed annually by charities with annual revenue less than $50,000.
  • Form CT-1, Initial Registration Form – Changes to this form include nine new supplemental questions not previously asked. These include a list of DBAs of the organization, states in which the organization solicited charitable donations, and questions about common control, etc.
  • Form RRF-1, Annual Registration Renewal – Changes to this form include the removal of certain questions and additions of others, including a requirement to report noncash contributions.
  • In addition, there are changes to professional fundraiser and raffle forms to be completed by charities.

Organizations should be aware of the new forms, and smaller organizations should be aware of a new additional filing not previously required. Links to the new and old forms are available on the Office of Attorney General’s website (https://oag.ca.gov/charities/forms). Contact your Armanino Nonprofit Tax expert with any questions or concerns relevant to your specific tax situation.

January 28, 2020

Stay In Touch

Sign up to stay up-to-date with the latest accounting regulations, best practices, industry news and technology insights to run your business.

Resources
Related News & Insights
The Bridge BOOtique
Live Event
Join us for an evening of shopping while supporting nearly 50 local, women-owned businesses.

October 27, 2021 | 02:00 PM - 06:00 PM PT
Armanino’s VIP Event at Community Summit
Live Event
See you in-person alongside your Dynamics peers in Houston!

October 13, 2021 | 04:00 PM - 06:00 PM PT
Optimize High Tech Manufacturing Supply Chain Improved Operations Visibility
Webinar
Learn how companies can use D365 to improve forecasting, operational visibility and increase revenue.

October 7, 2021 | 10:00 AM - 11:00 AM PT