1. Use the Foundation Fund Spreadsheet for the current fiscal year, in Box Acq Stuff, to find the Free Funds in each foundation fund. For each budget:

   1. Use the money cup to locate the budgets in the Aleph Acquisitions/Serials module

   2. Click on Budget Info if you're not already on it

   3. Ensure that only the “annual budget” box is checked.

   4. Enter the amount of money available in both boxes.

   5. Click update

If new money is transferred later in the year, follow these same steps, but add the amount of new money available to the amounts in the boxes.

Note: if endowments run out of money, up to half of the next fiscal year’s money can be spent by adding the appropriate amount to the value already in the boxes. This is often necessary for big ticket special collections purchases, but can be done for any of the endowments.