Forms
| Form | Filed with | Due | Extension | Status | Action |
|---|---|---|---|---|---|
| Form 990-PFReturn of private foundation. Extended once on Form 8868, and the trustees would rather it were not. | Internal Revenue Service | 15 May 2026 | Not extended · 1 available | open |
Phases
| Phase / task | Assignee | Dates | Hours in it | Status | Action |
|---|---|---|---|---|---|
| Planning1 of 1 tasks done | Dana Park | 16 Mar – 20 Mar · took 5 days | 4.0 h | complete | Completed |
| Fieldwork0 of 4 tasks done | Jonah Reyes | opened 23 Mar · day 18 | 31.5 h | in progress | Waits for Jonah Reyes |
| Grants made and approvals | Jonah Reyes | due 8 Apr | 19.5 h | worked on | No action |
| Minimum distribution requirement | Dana Park | due 9 Apr | — | open | |
| Investment income and fair value | Sana Ellis | due 10 Apr | 11.0 h | worked on | No action |
| Excise tax computation | Jonah Reyes | due 14 Apr | — | open | No action |
| Wrap-up0 of 1 tasks done | Dana Park | planned 20 Apr – 24 Apr | — | not started | Not yet |
| Detail reviewno tasks | Eirene Vasquez | planned 27 Apr – 1 May | — | not started | Not yet |
| Processing0 of 1 tasks done | Wren Halliday | planned 4 May – 8 May | — | not started | Not yet |
Notes
DP
Type @ to name somebody on this project. The note lands on their Home; nothing is emailed.
JR
Jonah Reyes8 Apr, 11:40
Both grant agreements arrived from the trust company, dated after the payment. Still a finding on approval order. @Dana Park worth a line in the board communication rather than a conversation, if you agree.
DP
Dana Park20 Mar, 17:05
The trustees added two new grantees in the last quarter and neither has a signed grant agreement on file. Jonah picks that up in fieldwork; it is a finding unless the trust company produces them.
