Hi Guinman - Really sounds like you guys have your ducks in a row. Both os those questions are likley state specific. Sales tax is always a stae-level issue, so you should ask your state tax department about whether you need to charge sales tax this fall. Wouldn't be surprised if there's a way around that. Alternatively, can you wait a couiple of weeks on the sale? On the donation issue, you might wnat to check your state PTA bylaws just to see what's said there. One alternative on that front is to make a donation from the PTA to the PTO just because you want to (PTAs are allowed to donate to 501c3s, provided they get approval from membership, etc.), as opposed to doping at part of the disband process. Once you've made the legal donation and have little or zero in your PTA bank account, the you could go through the formal disband steps. Disbanding from PTA is certainly less complicated when there are no assets to argue about. Tim
- Rockne
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