Foundation Activity Tracker
1.
Introduction
Foundation Activity Checklist
It has been fairly obvious that for a number of years one of the
biggest problem the Foundation struggles with is remembering to take
care of things that need to be taken care of on some kind of periodic
interval. We forget to file and let our foundation become inactive.
We forget to renew trademarks until the last minute, and so on.
To help improve this we have created a simple and effective periodic
activity tracking checklist.
2.
Recurring Activities
Activity & Status
| Who |
Activity |
Last Performed |
Next Due |
Frequency |
Legal Status |
| Treasurer |
IRS Return 990 |
(extension filed) |
~Apr 2012? |
Annual by 4.5 monts from end of FY (15-Nov) |
Required |
| Secretary |
Initiate Trustee Election |
08-Apr-2011 |
31-May-2012 (announce June recording date) |
Nominally Annual |
Required |
| Secretary |
Annual Report - Missouri |
N/A |
31-Aug-2012 |
Annual on 31-Aug |
Required |
| Secretary |
Attourney General Annual Report - Missouri |
N/A |
15-Sep-2012 |
Annual by 75 days from end of FY (until we receive IRS determination letter) |
Required |
| Secretary |
Annual Report - New Mexico |
Oct-2011 |
15-Nov-2012 |
Annual by 4.5 months from end of FY |
Required |
| Treasurer |
Treasurer's Report |
17-Apr-2011 |
Aug-2012 |
At annual meeting |
Required? |
| President |
President's Report |
17-Apr-2011 |
Aug-2012 |
At annual meeting |
Required? |
| Chairman |
Hold Annual Meeting |
21-Aug-2011 |
21-Sep-2012 |
NMT 13 months |
Required |
| Secretary |
Trademark affirmation of use |
10-Jul-2011 |
12-Jul-2014 - 12-Jul-2015 |
9-10 yr anniversaries from 12-Jul-2005 |
Required |
| Treasurer |
Domain renewals (questionable scope) |
Unknown |
02-Oct-2017 |
Per renewal terms. |
Highly desirable |
3.
Contact
Trustees
- Trustees - email, trustees at gentoo.org
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