McKinney
Independent School District
Fund-Raising Activity Report
Permission Request
Instructions
1. The Permission Request (2 pages) must be completed and submitted to the
principal or designee for approval by September 30 of each school for the
fund-raisers to be held. The Principal will return the form to the individual
requesting permission.
2. The Operating Report (2 pages) shall be prepared
promptly upon completion of the fund-raising activity. A copy of the form should
be retained by the organization sponsor and the original should be turned into
the financial secretary (secretary that handles the school’s finances) no later
than one week subsequent to the projected end date of the fund-raiser as stated
on the Permission Request. If a PTO or Booster Club is holding the fund-raiser,
the Operating Report should be provided to the organization’s Treasurer and not
the school. The organization is responsible for handling the money received and
the related expenditures as well as keeping the fund-raiser records as required
for record retention.
Required fields are indicated by *
*Campus:
*Sport:
Today's Date:
*Organization:
*Contact
Email:
*Sponsor:
*Specific Purpose(s) for which the net proceeds are to be used:
Activity Fund Account that will receive the net proceeds (Account Code):
Account #
*Description of Fundraiser
Quoted Profit % from Vendor
*Type of Fundraiser
If Hosted Event or Other Please Describe:
*Fundraiser Start Date:
*Fundraiser End Date:
*Due Date for Operation Report (1 Week after the Fundraiser End Date):
*This is the following type of Fundraiser:
*Are items being sold taxable?
If yes, is this a “one-day, tax-free” sales day?
If yes, this is the
Each organization or campus is allowed two “one-day, tax-free” Sales days per
calendar year (January thru December).
Expected Profit
*Estimated Revenue: $
*Less: Estimated Cost of Fundraiser $
*Equals: Estimated Profit (Net Proceeds) $
With this Permission Request, submit details of the fundraiser to be held such as
the brochure, flyer, t-shirt or product design, and any other pertinent
information.
As the Sponsor/Booster Club Organizer of this fund-raiser,
- I agree to conduct this fund-raiser in compliance with district policies.
- I understand that I am personally responsible for all funds collected and for
keeping accurate records.
- I will exercise strict control over all products in my possession.
- I will provide all money received along with the name and amount turned in by
student [parent] to the campus bookkeeper [treasurer] daily for deposit.
- I will have all expenditures paid through the campus bookkeeper [treasurer].
- I am responsible for completing the Operating Report for this fund-raiser and
will turn in all records to the campus bookkeeper [treasurer] within one week of
the projected end date of the fund-raiser.
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Coach/Sponsor's Signature of Approval (
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Date Approved |
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Bookkeeper's Signature of Approval (
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Date Approved |
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Campus Administrator's Signature of Approval (Principal/Campus Coordinator)
(
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Date Approved |
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District Administrator's Signature of Approval (Athletics/Fine Arts) (
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Date Approved |
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