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These procedures have to be done in order at the beginning of each fiscal year:

  1. Allocate Leftover Transfer Funds

  2. Add New Spendable Income for Endowments to the Foundation Fund Database

    Create new Foundation Fund Spreadsheet for the New Fiscal Year and Set Balances

  3. Check and Correct Foundation Fund Balances in the Database

  4. Running

    Sending Fund Balance Reports

    and Sending them

    to Selectors

  5. Set Max.Over/Under Encumbrance and Expenditures Values in Aleph