What is Form CT-TR-1?
Form CT-TR-1 is the Annual Treasurer's Report required for charitable organizations operating in California. This form provides the Attorney General's Office with essential financial details, including assets, liabilities, and revenue. Its primary goal is to promote transparency and adherence to state regulations, fostering trust and accountability among charities. Organizations with annual revenues under $50,000 must file this report to satisfy state filing requirements, ensuring they remain compliant and uphold their commitment to the community.
What is Form CT-TR-1 used for?
Form CT-TR-1 is essential for charitable organizations in California. Here's what it's used for:
- Reporting fiscal year-end financial information.
- Providing transparency to the Attorney General and the public.
- Ensuring compliance with state regulations.
- Maintaining accurate records of assets, liabilities, and revenue.
- Filing for organizations with annual revenue under $50,000.
How to fill out Form CT-TR-1?
- 1
Gather all necessary financial documents, including bank statements and financial records.
- 2
Complete the sections on assets, liabilities, and revenue based on your gathered information.
- 3
Ensure all figures are accurate and reflect your organization’s financial status.
- 4
Review the completed form for any errors or missing information.
- 5
Download the form to submit it to the Registry of Charities and Fundraisers by the deadline.
Who is required to fill out Form CT-TR-1?
Charitable organizations with total revenue under $50,000 for the fiscal year are responsible for completing Form CT-TR-1. This requirement is outlined in Section 12586 of the California Government Code.
The Attorney General and the public use the information from Form CT-TR-1. It provides financial insights into these organizations, aiding in oversight and compliance with state regulations.
When is Form CT-TR-1 not required?
Form CT-TR-1 is not required for private foundations, which must file IRS Form 990-PF instead. Additionally, organizations exempt from registration, including religious organizations, schools, hospitals, and government agencies, do not need to file this form.
When is Form CT-TR-1 due?
The deadline for Form CT-TR-1 is the 15th day of the fifth month after the end of the fiscal year. For instance, if the fiscal year closes on June 30, the form must be submitted by May 15 of the following year. This applies to charitable organizations with total revenue under $50,000.
How to get a blank Form CT-TR-1?
To get a blank Form CT-TR-1, simply visit our website. The form, issued by the Attorney General of California for charitable organizations with total revenue under $50,000, is pre-loaded in our editor for you to fill out. Remember, our platform allows for filling and downloading, but not filing forms.
How to sign Form CT-TR-1 online?
To sign Form CT-TR-1, the Annual Treasurer's Report for the Attorney General of California, use a handwritten signature from an authorized representative of your charitable organization. Official guidelines do not mention electronic or digital signatures. After filling out the form using PDF Guru, ensure to check for the latest updates and download your completed form. Remember, PDF Guru does not support submissions, so you'll need to handle that separately.
Where to file Form CT-TR-1?
To submit Form CT-TR-1, print the completed form and prepare it for mailing. Ensure all required information is filled out correctly.
Next, send the form to the Registry of Charities and Fundraisers at the designated P.O. Box in Sacramento. Remember, online filing is not available.
