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Fine.Originally posted by Bertha:
The paper reads Disaffiliation CheckList:
all correspondence pertaining to the disaffiliation process
a copy of the minutes ofthe general meeting when the vote to disaffiliate was carried
Fine. Why?a copy of our current budget
Why? I might give a copy of this over, if I felt so inclined. But I'd keep the actual books at school. Who's the IRS going to come calling for if there are questions? The state PTA? No. Your last set of offciers? Yes.the receipt book to acknowledge monet received by the Treasurer
Huh? I don't even know what this means. They have minutes that show you disbanded.copy of local PTA bylaws and standing rules, with section authorizing disbursements noted
Again, I'd give a copy of the books but that's it. The check book and unused checks? No. I'd keep the check register and destroy unused checks, provided the account balance is down to zero (which you should do).Treasurer account book for the purpose of maintaining the financial records of the organization. the check book and all unused checks.
Copies.Permanent IRS tax information including the following: EIN, copies of filed 990 and other IRS forms for the past year.
Copies.Permanent state tax information such as state sales tax correspondece, state ID # and reports filed with the state: annual report filing form, charities registration #, copies of filed CRI-200 or CRI-300 forms, gaming license.
No way. You guys paid (a lot) for all hat material. That's ridiculous. If you don't renew your Sam's Club card, do you have to return your groceries? If you don't renew your AAA membership, do you have to return the safe driving tips brochure you received?and last but not least- ALL national and State PTA resource materials