● Meals on wheels in Charlotte-Mecklenburg ●
Friendship Trays Policy: Document Retention
Adopted by the Board of Directors, July 23, 2009
© 2004 National Council of Nonprofit Associations
| Type of Document | Keep it: |
| Accounts Payable Ledgers & Schedules | 7 Years |
| Adult Day Care Contracts | 3 Years |
| Audit Reports | Permanently |
| Bank Reconciliations | 3 Years |
| Bank Statement | 3 Years |
| Contracts & Leases (expired) | 7 Years |
| Contracts (still in effect) | Permanently |
| Correspondence (general) | 2 Years |
| Correspondence (legal & important matters) | Permanently |
| Correspondence (with customers & vendors) | 2 Years |
| Depreciation Schedules | Permanently |
| Duplicate Deposit Slips | 3 Years |
| Employment Applications | 3 Years |
| Expense Analyses/Expense Distribution Schedules | 7 Years |
| Year-End Financial Statements | Permanently |
| Insurance Policies (expired) | 3 Years |
| Insurance Records, Current Accident Reports, Claims, etc. | Permanently |
| Inventories of Food & Kitchen Supplies | 7 Years |
| Invoices (to customers, from vendors) | 7 Years |
| Minutes, Bylaws, Charter | Permanently |
| Patents & Related Papers | Permanently |
| Payroll Records & Summaries | 7 Years |
| Personnel Files (terminated employees) | 7 Years |
| Retirement & Pension Records | Permanently |
| Tax Returns & Worksheets | Permanently |
| Timecards & Timesheets | 7 Years |
| Trademark Registrations & Copyrights | Permanently |
| Withholding Tax Statements | 7 Years |