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Audit

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Jonah Reyes

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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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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

4 tasks · 4 open · 0 complete

FiltersDepartment: Audit Assignee: Jonah Reyes

Task	Client · project	Department	Due	Assignee	Status	Action
open4 items
Grants made and approvalsOpen project	Beckett Family FoundationFY2025 foundation audit	Audit	8 Apr 2026	Jonah Reyes	open
Federal award testing · Title IOpen project	Trellis AcademyFY2025 school audit	Audit	8 Apr 2026	Jonah Reyes	open
ContributionsOpen project	Brighton Dental PartnersFY2025 401(k) plan audit	Audit	13 Apr 2026	Jonah Reyes	open
Excise tax computationOpen project	Beckett Family FoundationFY2025 foundation audit	Audit	14 Apr 2026	Jonah Reyes	open