This CD contains copies of key governance and exemption documents for the organization in PDF format (unless otherwise noted). It also includes a variety of relevant IRS Forms and Publications. THESE FORMS ARE SUBJECT TO REVISION at any time by the IRS and are provided for information purposes only. Prior to relying on the information contained in any publication or form, or using any form, you must visit the IRS web site to insure that you are using the most current version.

The documents included must be viewed with Adobe Reader version 5.0 or higher. Click the button to download the current version of Reader.

Formation, Governance and Exemption Documents

• Articles of Incorporation and Certificate of Amendment (Certified copy)
• Bylaws
• Bylaws (MS Word format; there may be formatting errors due to document conversion to Word)
• IRS Exemption Application and follow-up correspondence
• IRS Determination Letter

IRS Forms and Publications

• Publication 557 (Tax-Exempt Status for Your Organization)
• Publication 578 (Tax Information for Private Foundations and Foundation Managers)
• Publication 598 (Tax on Unrelated Business Income of Exempt Organizations)
• Publication 1771 (Charitable Contribution Substantiation and Disclosure Requirements)
• Publication 4221-PC (Compliance Guide for 501(c)(3) Public Charities) )
• Form 8822 (Change of Address)

Best Practices Documents

• Governance for Nonprofits
• Principles for Good Governance and Ethical Practice

Other Useful Links

• Registry of Charitable Trusts
• Secretary of State page for e-Filing Statement of Information
• Nonprofit Resource Center on the Internet
• Independent Sector
• Society of Corporate Secretaries and Governance Professionals
• California Nonprofit Corporation Law (scroll to "Division 2")
• The Law Firm for Non-Profits web site
• Email us