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Subject:
From:
Michael Kraft <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Fri, 21 May 2010 22:45:15 -0400
Content-Type:
text/plain
Parts/Attachments:
text/plain (52 lines)
The web site www.ptotoday.com has a sample retention schedule, but it's very
brief - basically follows IRS rules for selected records.

For what it's worth, in NYC, the latest regulations for Parent Associations
and Parent Teacher Associations for public schools (not PTOs) recently took
a stab at describing retention requirements - primarily focuses on 6 years
for financial records.

On Fri, May 21, 2010 at 2:50 PM, Daniell, Yvonne
<[log in to unmask]>wrote:

> I would start looking in the Federal Code for 501(c)3 Nonprofit
> Incorporations, as this is the usual non-profit corporation status of PTOs
> and PTSOs.
>
> Yvonne
>
> -----Original Message-----
> From: Records Management Program [mailto:[log in to unmask]] On
> Behalf Of Scott Huffman
> Sent: Friday, May 21, 2010 1:55 PM
> To: [log in to unmask]
> Subject: PTO Records - Retention
>
> My wife called me inquiring about the time frame to keep PTO records.
> Apparently, no one is aware of the time frames at the school.
>
> My knowledge is only with the records created/maintained by State
> Agencies.   Do any of you know where I can find this information online?
>
> Scott C. Huffman
>
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