Pta Unit - Annual Historian Report Form - Exhibit D7
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1Exhibit D7
duplicate of SR exhibit
2327 L Street, Sacramento, CA 95816-5014
916.440.1985 • FAX 916.440.1986 • •
PTA UNIT – ANNUAL HISTORIAN REPORT FORM
Reporting Period – July 1 to June 30, _______
Instructions:
Complete this form and file it in your Historian’s procedure book
Why do PTAs submit reports?
Make 2 copies of your completed form:
California State PTA requires filing
•
Give 1 copy to your unit secretary to file with the minutes.
of this report as stated in PTA
•
Send 1 copy – through channels – to your PTA council/district.
bylaws. Information on volunteer
Check your council/district due date.
hours is used for audits, advocacy
and grant applications.
Tips – Reporting Volunteer Hours:
Total your unit’s volunteer hours projected to June 30
Remember to include time spent by your members involved in:
•
PTA activities benefiting children.
•
Unit, council, district, state and National PTA programs, projects and training.
•
PTA-related meetings as well as travel, phone, email and paperwork time.
UNIT INFORMATION
(Please Print)
PTA/PTSA Name:
____________________________________________________________________________
o Preschool
o Elementary School
o Jr./Middle School
o High School
o Other
District PTA Number/Name: ________________________
State PTA Identification #: ________________
See bylaws or mailing labels from State PTA for ID number
Report Completed by:
o Historian
o President
o Other
Name: ______________________________________________________________________________________
Street Address:
______________________________________________________________________________
City/Zip: ____________________________________________________________________________________
Phone #: __________________________ Email:
__________________________________________________
President’s Name: ____________________________________________________________________________
President’s Signature: __________________________________________________________________________
D
: __________________________
T
V
H
R
=
______________________
ATE
OTAL
OLUNTEER
OURS
EPORTED
03/2012
California State PTA Toolkit – 2013
295
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