Trustees Timeline of Tasks
Trustees Annual Timeline of Tasks
Trustees Annual Timeline of Tasks rev 11.27.2018 (1)
September |
- Monitor receipt of budgets from Committees (due 10/15) – done by subgroup
- Determine amount of Trustees contribution to the Meeting budget
- Report from Treasurer on the Trustees’ budgeted/actually spent to-date
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October |
- Prepare draft budget for 1st reading at November Meeting for Business (subgroup)
- Review draft budget
- Advertising for Davis Quaker Program Fund for adult education – pre Women’s Retreat registration date
- Draft and send email reminding Friends we rely on their financial contributions
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November |
- Present draft budget for 1st reading at November Meeting for Business
- Prepare budget for 2nd reading using feedback from November Meeting for Business.
- Review Trustee Education Scholarship application and process
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December |
- Present budget for 2nd reading.
- Begin advertising Nicholson Fund camp scholarships (registration for returning campers begins 1/15; for new campers 2/1; NB: Deposit + $250 = $300 due at registration)
- Begin advertising both Homewood and Miles While educational scholarships
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January |
- First draft of Trustee Committee annual report to Meeting
- Advertising for Davis Quaker Program Fund for adult education – pre FGC registration date
- Review performance evaluation for investment funds and consider rebalancing
- Continue advertising Nicholson Fund camp scholarships (registration for returning campers begins 1/15; for new campers 2/1; NB: Deposit + $250 = $300 due at registration)
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February |
- Continue advertising Nicholson Fund camp scholarships through February 15 (registration for returning campers begins 1/15; for new campers 2/1; NB: Deposit + $250 = $300 due at registration)
- Nicholson Camp Fund applications due (15th)
- Review Nicholson Camp Fund applications and make awards
- Review and complete Trustees Annual Report
- Report from Treasurer on the return on investments
|
March |
- Trustee Committee annual report due (1st Sunday)
- Trustee Educational Scholarship applications due (15th)
- Review and award Trustees Educational Scholarships
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April |
- Advertising for Davis Quaker Program Fund for adult education – pre BYM registration date
- Review Guide One Insurance – renewal June 1st
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May |
- Review of building rental agreement for possible changes
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June / July |
- Youth Policy Committee – annual review of policy and implementation
- Report from Treasurer on the return on investments and the budget actual/budgeted
|
August |
- Request to committees for budget for the coming year (due 10/15)
Timeline rev 11/27/2018 |
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