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Finance

Business Tax Certificate 2021
Chart of Accounts Parish / School
Collection Schedule 2020
Collection Schedule 2021
Diocesan Guidelines for Parish Pastoral Councils
Diocesan Guidelines for Parish Finance Councils
Diocesan Parish and School Accounting Procedures
Endowment and Investment Pool Policy
Fundraising Guidelines
Gifts of Stock Transfers Instructions
Religious Compensation –
Stipends and Mass Intentions – May 2017Financial Policy Manual – Updated 06/04/2018Budget Guidelines 2018-2019 FINALBudget Guidelines 2018-19 PreliminaryChart of Accounts Parish / SchoolCollection GuidelinesDeposit and Loan Fund PolicyElectronic Funds Transfer FormsFixed Asset PolicyNew Pastor ChecklistRecords Retention USCCB GuidanceClergy Personnel Policy / Compensation to Religious Congregations

Forms

Guideline School Advisory Council
Reporting Misconduct bulletin insert

Parish Finance Council Charter – vAPR’20

Electronic Funds Transfer Forms

Ethics Point Bulletin Insert

501c3 Documentation

Exempt Determination Letter RCBSJ
Exempt Determination Letter RCWCSJ
Group Ruling Letter 2020
IRS Tax ID
The Official Catholic Directory 2020

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1150 North First St.,Suite 100 San Jose, CA 95112 - Phone: (408) 983-0100
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