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INITIAL INVESTMENT DESIGNATION Former Foundation Use Only: Fund Number: Investment Account Number: Church/ Account Name: INVESTMENT OPTIONS The following investment options are available: please designate,
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The Form Colorado Episcopal Investment is a financial reporting document used by Episcopal dioceses in Colorado to disclose their investment activities and financial performance.
All Episcopal diocese and related entities operating within Colorado are required to file the Form Colorado Episcopal Investment.
To fill out the Form Colorado Episcopal Investment, organizations should collect their financial data, including income, expenses, and investment details, and enter this information into the provided sections of the form, ensuring accuracy and compliance with state guidelines.
The purpose of the Form Colorado Episcopal Investment is to promote transparency and accountability in the financial operations of Episcopal dioceses, ensuring that all investment activities are reported and monitored.
The form requires reporting of various financial details including total assets, liabilities, income from investments, expenditures, and any relevant financial transactions related to investments.
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