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Pasadena City College FoundationSTATEMENT OF INVESTMENT AND SPENDING POLICY As adopted by the Foundations Executive Committee on February 10, 2009, As ratified by the Foundations Board of Directors
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Start by gathering all the necessary financial documents, such as bank statements, investment account statements, and tax documents.
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Provide accurate and detailed information about your investments, including the type of investment, the amount invested, and any income or dividends earned.
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The statement of investment is a document that provides information about an individual's investments, including their value, type, and ownership.
Individuals who meet certain criteria, such as holding a certain amount of investments or being in a position of authority, are required to file a statement of investment.
The statement of investment can typically be filled out online or on a paper form provided by the relevant financial institution or regulatory body.
The purpose of the statement of investment is to provide transparency and accountability regarding an individual's financial interests and potential conflicts of interest.
Information such as the types of investments held, their value, income generated, and any changes in ownership must be reported on the statement of investment.
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