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Dana Park

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All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation SST — internal

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Beckett Family Foundation · FY2025 foundation audit

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wexford Diocese Schools · FY2025 agreed-upon procedures

3 tasks · 2 open · 1 complete

FiltersAssignee: Dana Park Project: Beckett Family Foundation · FY2025 foundation audit

Task	Client · project	Department	Due	Assignee	Status	Action
Beckett Family Foundation · FY2025 foundation audit3 items
Prior-year file and board minutesOpen project	Beckett Family FoundationFY2025 foundation audit	Audit	18 Mar 2026	Dana Park	complete
Minimum distribution requirementOpen project	Beckett Family FoundationFY2025 foundation audit	Audit	9 Apr 2026	Dana Park	open
Board communication draftOpen project	Beckett Family FoundationFY2025 foundation audit	Audit	22 Apr 2026	Dana Park	open