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Penn State Alumni Association Affiliate Group Endowment Report Fiscal Year 20172018 Facebook Value as of 1/1/2018Gifts to Principal FY 20172018Gifts to Income FY 20172018×$255,270.0025,000.00×$0.00205,270.00×$25,000.000.00×$50,000.000.00×$0.00180,209.98 ×75,251.31×2,000.00 ×2,000.00×1,000.00 ×0.00Parent/Gecko
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01
Open the affiliate group endowment report template.
02
Fill in the basic information about the affiliate group, such as its name and contact details.
03
Specify the reporting period for which the report is being filled out.
04
Provide a detailed breakdown of the financial assets held in the affiliate group endowment.
05
Include any income generated from the endowment, such as interest or dividends.
06
Detail any expenses incurred in managing the endowment, if applicable.
07
Summarize the financial performance of the endowment during the reporting period.
08
Provide any additional information or explanations that may be relevant.
09
Review the completed report for accuracy and completeness.
10
Save and submit the affiliate group endowment report.

Who needs affiliate group endowment report?

01
Affiliate groups, such as organizations or associations, who have established an endowment fund and are required to report on its financial status and performance.
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The affiliate group endowment report is a document that provides details on the endowment funds held by a specific group or organization.
Any group or organization that has endowment funds and meets certain criteria set by the regulatory body may be required to file an affiliate group endowment report.
To fill out the affiliate group endowment report, organizations need to provide details about the endowment funds, including information on contributions, investments, expenditures, and any changes in the endowment.
The purpose of the affiliate group endowment report is to provide transparency and accountability regarding the management of endowment funds, ensuring that they are being used in accordance with the organization's goals and regulations.
The affiliate group endowment report must include details on the beginning balance of the endowment, contributions received, investment activities, expenditures made, and the ending balance of the endowment.
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