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
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
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
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
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)
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
April
  • Advertising for Davis Quaker Program Fund for adult education –  pre BYM registration date
  • Review Guide One Insurance –  renewal June 1st
May
  • Review of building rental agreement for possible changes
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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