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Sana Ellis

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Beckett Family Foundation

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

1 task · 1 open · 0 complete

FiltersAssignee: Sana Ellis Client: Beckett Family Foundation

Task	Client · project	Department	Due	Assignee	Status	Action
Audit1 item
Investment income and fair valueOpen project	Beckett Family FoundationFY2025 foundation audit	Audit	10 Apr 2026	Sana Ellis	open