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501c3 help

18 years 5 months ago #60874 by Ira
Replied by Ira on topic RE: 501c3 help
I suggest you add something to the effect of promoting community interaction. This basically it allows throwing any kind of activity (party, get-together, whatever)if it helps people interact with each other without having an explicit educational or fundraising purpose. Our charter says;

The purpose of the XYZ School PTO is to support and enhance the education of the children at the XYZ School by fostering a spirit of cooperation and promoting open communication between families and staff of the school.

You want to specify the widest general goals so that you are not limited in the future, yet specify it so that funds can not be used improperly (like paying for the board's trip to the Bahamas!)

Regards,

Ira
18 years 5 months ago #60873 by JHB
Replied by JHB on topic RE: 501c3 help
One that I helped someone with used the following:

XZY PTO exists to support XZYZ Elementary School. The PTO provides volunteers, coordinates extracurricular activities, supports school programs, and raises supplemental funds for programs, equipment, and services that benefit the school, its students, and teachers.

At least that was the draft language we were working on during their application process. I can't say for sure if they tweaked it later.
18 years 5 months ago #60872 by njmom
Replied by njmom on topic RE: 501c3 help
This is what I had for 1a : The PTO will provide goods in the form of assignment pads and folders for each student (individuals) of ABC School every year. The bulk of our efforts go toward providing services for our students such as in-school educational assemblies, field trips, cultural diversity programs, etc. A detailed listing of expenses for these programs can be seen in Attachment D – Financial Data.

For 1b, I just marked it "No" as we don't do anything for any (other) organizations.
18 years 5 months ago #60871 by tecumseh pto
501c3 help was created by tecumseh pto
I need help with Part VI Members. What exactly do they want for 1a, 1b, Describing each program of your group that provides goods, services and funds to these individuals.
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