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Affiliate Treasurers or equivalent committee members:

In connection with the Foundation’s annual financial statements and Form 990 tax return compliance, please submit the following information. Please let me know if you have any questions regarding the requested information. Your prompt attention to getting this information to me is much appreciated.

Thank you,
Dave Farnsworth, WDMCS Foundation Board Treasurer

 

 

Please scan and attach Financial Statement information from July 1 through June 30, of the current fiscal year.  Information should include your income received and expenses paid for that period of time.
 
Acceptable reports include any of the following:  

  • Balance Sheet
  • Profit and Loss Statement
  • General Ledger Detail
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Please scan and attach any and all Bank Statements for the month ending June 30, of the current fiscal year.

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Please scan and attach all Bank Reconciliations for the month ending June 30, of the current fiscal year.

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For each, provide Name, Address & Amount Donated.

Please list top 3 fundraising activities. Provide fundraiser activity name, description, total amount raised and total expenses incurred.

Please list any grants received and the following information. Provide grant name, grant amount, grantor organization and necessary foundation reporting requirements.

Please list current committee or board listing for Fiscal Year End June 30, of current year.

  • West Bank