NORTHCAROLINA DEPARTMENTOF THE SECRETARYOF STATECHARITABLESOLICITATIONLICENSINGDIVISION
EDUCATIONEXEMPTIONQUESTIONNAIRE N.C.G.S. 131 F 3(4)
OrganizationName
Date Completed
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State
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Directions:Beginning withSection 1below, pleaseCLEARLYmark“YES”or“NO”in response to eachquestion.SECTION 1: EDUCATIONALINSTITUTIONS AS DEFINEDBY STATUTE
Is thisorganization“an educationalinstitution,thecurriculum of which,inwhole or in part,isregistered,approved,oraccreditedbytheSouthernAssociationofCollegesandSchools,or accreditedbyan equivalentregionalaccreditingbody?“
YES
NO
If youchecked“YES”,pleaseprovidethenameandlocationoftheorganization’sregionalaccreditingbodyor copyoftheaccreditationdocument.
SECTION 2:INSTRUCTIONALUNITSASSOCIATEDWITH“EDUCATIONALINSTITUTIONS” AS DEFINEDBYRULE
Isthisorganization an instructionaluniti.e. “a departmentorschooloreducationalinstitution”?
YES
NO
Have trusteesof aneducationalinstitution asdefinedabovegrantedwrittenauthorizationforsolicitationbythisinstructionalunit?
YES
NO
Do the trusteesof aneducationalinstitutionas definedabovehavefinalauthorityoverthe financialaffairsof thisinstructionalunit?
YES
NO
Do the trusteesof aneducationalinstitutionas definedabovehavefinalauthorityoverthe disbursementofthecontributionssolicitedbythisinstructionalunit?
YES
NO
Have thetrustees ofan educationalinstitutionasdefinedaboveauthorizedtheincorporationof receiptsanddisbursementsof the contributionstotheinstructionalunitas partoftheinstitution’sfinancialstatement?
YES
NO
If thisorganizationisan “instructionalunit”i.e.departmentorschooloreducationalinstitution,do thetrusteesof aneducationalinstitution as definedabove grantacademiccreditfor instructionalprogramsofthisinstructionalunit?
YES
NO
IF YOUCHECKED“YES”IN RESPONSETOANYQUESTIONS INTHIS SECTION, YOUMUSTPROVIDEWRITTENDOCUMENTATION SUPPORTING THERESPONSE(S).
SECTION 3: FOUNDATIONSASSOCIATEDWITH“EDUCATIONALINSTITUTIONS”AS DEFINEDBY RULE
Isthisorganization afoundationthatmeetsthefollowingdefinition: “an incorporatedbodywhichholds statuswiththeIRS as a foundationandisauthorizedtoreceivefinancialsupportfrom,andrenderfinancialsupportto,otherpersonsfor charitablepurposes? “
YES
NO
Have trusteesof aneducationalinstitutiongrantedwrittenauthorization forsolicitationbythisfoundation?
YES
NO
Do the trusteesof aneducationalinstitutionhave finalauthority overthe financialaffairsof thisfoundation?
YES
NO
Do the trusteesof aneducationalinstitutionhave finalauthority overdisbursementofthe contributionssolicitedby thisfoundation?
YES
NO
Have thetrustees ofan educationalinstitutionauthorizedtheincorporationof receiptsanddisbursementsofthecontributions as partof the institution’sfinancialstatement?
YES
NO
IF YOUCHECKED“YES”IN RESPONSETOANYQUESTIONS INTHIS SECTION, YOUMUSTPROVIDEWRITTENDOCUMENTATION SUPPORTING THESERESPONSE(S) INCLUDING THE“EDUCATIONALINSTITUTION”WITHWHICHTHEORGANIZATION IS AFFILIATED.
SECTION 4:NON-PUBLIC SCHOOLS AS DEFINEDBYSTATUTE
Is thisorganization an“educationalinstitutionincompliancewithNorthCarolinaGeneralStatutesChapter115C,Article39?”Thisstatutory sectionappliestonon-publicschoolsbelow collegelevelsuch as privatechurch/religiousschools,
homeschools,etc.YES NO
SECTION 5:EDUCATIONALMEMBERSHIPORGANIZATION
Isthis anorganizationwitha membershipthatiscomposedsolely of20ormore educationalinstitutionsthatmeetthe
criteriasetforthinN. C. Gen.Stat. §131F-3(4)?YES
NO
YOUMUST PROVIDESUFFICIENTDOCUMENTATION SUPPORTING ANEXEMPTION.
WRITTENDOCUMENTATIONSUPPORTINGEXEMPTIONREQUESTS MAY INCLUDEARTICLES OFINCORPORATION,BYLAWS,RESOLUTIONS, LEGALMEMORANDUMS,FINANCIALRECORDS ORSTATEMENTS, TAXFILINGS,STATEMENTOFAUTHORITYOFBOARDS OFDIRECTORS, PROOFOFACCREDITATION, ETC.
THIS QUESTIONNAIREWILLBEPROCESSEDBYTHECHARITABLESOLICITATIONLICENSINGDIVISIONWITHIN 10DAYSOFRECEIPT.THEORGANIZATION WILLRECEIVEALETTERFROMTHEDEPARTMENTINDICATINGWHETHERTHEYQUALITY FOR THEEDUCATION EXEMPTION ORMUST OBTAIN ASEPARATEEXEMPTIONORFILEFOR A CHARITABLESOLICITATION LICENSETOCONTINUESOLICITING IN NORTHCAROLINA INCOMPLIANCEWITHSTATELAW.
PLEASEVISITTHEDEPARTMENT OFTHESECRETARY OFSTATECHARITABLESOLICITATION LICENSING WEBSITEAT
TOOBTAINADDITIONALINFORMATION
INCLUDING APPLICABLELAWS ANDADMINISTRATIVERULES.
IF YOUHAVEANYQUESTIONS REGARDINGCOMPLETIONOFTHIS QUESTIONNAIRE, PLEASECALLTHECHARITABLESOLICITATION LICENSINGDIVISION AT (919) 807-5400. MAILRESPONSESTO:N.C. DEPTOFTHESECRETARYOFSTATE, CHARITABLESOLICITATIONLICENSINGDIVISION, POBOX 29622, RALEIGH, NC 27626-0622.