Resources for School-Related Foundations

School Foundation Resources

The following resources are provided to the PUSD School Site Foundations. Please use these only as samples and guides. In relation to application and implementation of these documents, Foundations should seek independent legal and accounting advice where appropriate. Please contact PUSD Foundation Board Secretary Sarah Cockrell if you need assistance with District processes or with State & Federal compliance questions. [email protected] 

Working With PUSD: District Policies, Procedures & Guidance

• PUSD Board Policy Quick Reference with Links Relevant for Foundations 2026
• PUSD Directors of Finance, Purchasing and Facilities language on Board Policy 3290
• PUSD Guidance Steps on Board Policy 3290 - Donations of grants, equipment, technology, furniture & facility improvement
• PUSD Memorandum of Understanding on Foundation Employment Funding 2025
• PUSD Guidance, Important Dates & Caveats on Foundations Funding School-Site Staff Positions 2026-27
• PUSD Guidance on Vendors, Service Providers & Facilities Improvement Requests
• PUSD Facilities Use/Rental Sample Insurance with Minimums Required 2026-27
• PUSD Communications Department Contacts & Social Media Guidance Information
• Alert PUSD Communications About Newsworthy Events https://bit.ly/nwmFORM

 

Board Governance, Policies & Leadership

• Bylaws Template (PDF)
• Bylaws Template (Word)
• Board Manual Template

• Board Policies Procedures Table of Contents

• Bylaw Critical Clauses - Design 39 Collaborative 
• Sample K-8 Bylaws - Design 39 Collaborative
• Sample Planning Calendar - Design 39 Collaborative
• Question Bank for Teacher & School Community Survey of Needs - Design 39 Collaborative
• Sample Elementary President Responsibilities - Willow Grove Elementary
• Sample Elementary Secretary Responsibilities - Willow Grove Elementary
• Sample Elementary Board Recruitment Process - Willow Grove Elementary

• Board  Recruitment Matrix-Elementary

• Board Recruitment Matrix-High School

• Board Recruitment Matrix-Middle School

• Sample Conflict of Interest Policy Questionnaire
• Sample Whistleblower Policy
• Sample Document Retention Policy
• Data Management Language 
• Insurance Quote Sample
• Sample Meeting Minutes Template - Willow Grove Elementary
• See PUSD school foundation websites for more information

 

Treasurer, Finance & Financial Controls

• School-Related Foundation Treasurer Training slide deck with links 2026
• School-Related Foundation Treasurer Training slide deck with links 2025
• School-Related Foundation Best Practices Guide from CPA Tom McFadden
• Practical Tips for Treasurers by a Financial Services Pro Lani Padulla, former Design 39 Collaborative Treasurer
• PUSD Foundation Compliance Calendar Guide FY2026-27 
• Chart of Accounts Structure
• JH Cohn Nonprofit Checklist 
• Development Department Policies

• Tax Exempt Foundation Reminders 

• Treasurers Budget Report Sample

Raffles & Gaming in California

• Definition of a Raffle - CA Department of Justice
• California Department of Justice information on nonprofit raffles (includes a webinar)
• Zeffy's guidance on legal raffles in California - March 2025
• CT-NRP-1 Application for Registration - Nonprofit Raffle Program
• CT-NRP-2 Nonprofit Raffle Report - Due February 1 for prior calendar year raffle activities
• 50-50 raffles and Bowl game grids are not allowed - considered games of chance/gambling

 

Donations, Gifts & Fundraising

• Sample Gift Acceptance and Solicitation Policies
• Sample Donation Acceptance Procedures
• Sample Donation Acknowledgement Policy and Procedure
• Sample Auction Receipt Letter

Other 

• PTA Foundation Collaboration Structure

 

IMPORTANT FORM COULD IMPACT YOUR FOUNDATION TAX EXEMPT STATUS

Registry of Charitable Trusts

Form CT-TR-1 Filing Requirement for Charities
Effective February 1, 2020, the Attorney General’s Registry of Charitable Trusts require charities with annual revenue under $50,000 must file the CT-TR-1 treasurer’s report annually along with Form RRF-1.  Both forms are available on the Annual Registration Renewal program page.
 
Updated Forms For All Registrants
Also effective February 1, 2020, charities and professional fundraisers must use amended forms.  The official, updated forms are available on the appropriate program pages as well as the Registry Forms page.
 
Significant changes to the forms include:

• The RRF-1 annual registration renewal form requires charities provide additional information, including noncash donations; and
• The CT-1 initial registration form now requires additional information such as dbas and prior enforcement actions; and
• Changes were also made to all professional fundraiser forms and the raffle forms (registration and reporting).

Online Renewal for Charities
Charitable organizations that are current in their registration and annual reporting requirements can renew online.
 

• Attorney General's Registry of Charitable Trusts
• Charities – Annual Registration Renewal

Voicemail:       916-210-6400 Extension 5
Fax:                 916-444-3651