- 6 -
|
STATE OF CALIFORNIA DEPARTMENT OF JUSTICE
CT-1 Instructions Page 6 of 7
(Rev. 02/2021)
B) Associations - a copy of the instrument creating the Part I
organization (e.g., bylaws, constitution, and/or articles of Answer each question and provide supplemental information if
association, articles of organization). applicable.
Question 3.
C) Trusts - a copy of the trust instrument or will and decree of final “Common control” means you and one or more other organizations
distribution. Include any amendments. or trusts have: (1) a majority of directors, officers, or trustees
appointed or elected by the same organization(s) or individuals, (2) a
D) Trustees for charitable purposes - a statement describing majority of directors, officers, or trustees consisting of the same
operations and charitable purposes. individuals. Common control also occurs when you and one or more
organizations have a majority ownership interest in a corporation,
Part G partnership, or trust. “Ownership” means voting power in a
Federal Tax Exempt Status (if applicable) corporation, profits interest in a partnership, or beneficial interest in a
· Has the organization applied for or been granted IRS tax- trust.
exempt status? Check “Yes” or “No”. “Close connection” means any of the following relationships between
organizations: (1) control of one organization by another through
· Date of application for Federal tax exemption: Enter the date common directors, officers, or trustees or through authority to
when the organization submitted IRS Form 1023 / 1024 to the approve budgets or expenditures; (2) coordination or sharing of
IRS. operations as to facilities, programs, employees, or other activities; or
(3) common persons exercising substantial influence over the
· Date of exemption letter: Enter the date on the tax exemption organizations.
determination letter the organization received from the IRS. “Related to” an organization means to control or be controlled by an
organization. “Control” means (1) to have the power (by the
· Exempt under Internal Revenue Code section 501(c): Enter the organization or through one or more officers, directors, trustees or
applicable Internal Revenue Code section number, e.g., agents) to remove and replace (or to appoint, elect, or approve or
section 501(c)(3). veto the appointment or election of) the majority of another
organization's directors or trustees, or a majority of members who
· If known, are contributions to the organization tax-deductible? elect a majority of another organization's directors or trustees; (2) to
Check “Yes” or “No.” own more than 50% of a stock corporation; (3) to own more than
50% of the profits or capital interests or is managing partner, general
· Attach a copy of the Application for Recognition of Exemption partner, or managing member of a partnership or LLC; or (4) to own
(IRS Form 1023 / 1024) and the determination letter issued by more than 50% of the beneficial interest in a trust.
the IRS to the organization.
Part J
Part H Signature, Title, and Date - I declare under penalty of perjury that I
Commercial Fundraiser, Fundraising Counsel, Commercial have examined this registration form, including accompanying
Coventurer - Does the organization contract with or otherwise documents, and to the best of my knowledge and belief, the form and
engage the services of any commercial fundraiser for charitable each document are true, correct, and complete.
purposes, fundraising counsel, or commercial coventurer (as
defined in Government Code section 12599-12599.2)? If yes, · Must be signed by the organization's president or chief executive
provide the name(s), address(es), telephone number(s), and officer, treasurer or chief financial officer, (if a trust or
registration number assigned by the Registry of Charitable Trusts unincorporated association) authorized trustee, or authorized
of the provider(s): agent.
· Commercial Fundraiser - Any individual, corporation, or other
legal entity who (for compensation) solicits funds, assets, or · Include the date that Form CT-1 was signed by the
property in California for charitable purposes. (See organization's president, chief executive officer, treasurer or chief
Government Code section 12599 for complete definition). financial officer, or (if a trust or unincorporated association)
authorized trustee.
· Fundraising Counsel - Any person who (for compensation)
plans, manages, advises, counsels, consults, or prepares · Signatures do not need to be original inked signature. Copies or
material for, or with respect to, the solicitation in this state of electronic signatures are acceptable.
funds, assets or property for charitable purposes. (See
Government Code section 12599.1 for complete definition.)
· Commercial Coventurer - Any person who, for profit, is
regularly and primarily engaged in trade or commerce other
than in connection with the raising of funds, assets, or property
for charitable organizations or charitable purposes, and who
represents to the public that the purchase or use of any goods,
services, entertainment, or any other thing of value will benefit
a charitable organization or will be used for a charitable
purpose. (See Government Code Section 12599.2 for
complete definition.)
|