Tasks

Every task across every project. One person is responsible for a task; any employee may record time against it.

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Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
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Beckett Family Foundation
All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationSST — internal
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All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWexford Diocese Schools · FY2025 agreed-upon procedures

7 tasks · 6 open · 1 complete

FiltersClient: Beckett Family Foundation
TaskClient · projectDepartmentDueAssigneeStatusAction
Overdue2 items
Prior-year file and board minutesOpen projectBeckett Family FoundationFY2025 foundation auditAudit18 Mar 2026Dana Parkcomplete
Grants made and approvalsOpen projectBeckett Family FoundationFY2025 foundation auditAudit8 Apr 2026Jonah Reyesopen
Later · April 20261 item
Board communication draftOpen projectBeckett Family FoundationFY2025 foundation auditAudit22 Apr 2026Dana Parkopen
Today · Thursday 9 April1 item
Minimum distribution requirementOpen projectBeckett Family FoundationFY2025 foundation auditAudit9 Apr 2026Dana Parkopen
Tomorrow · Friday 10 April1 item
Investment income and fair valueOpen projectBeckett Family FoundationFY2025 foundation auditAudit10 Apr 2026Sana Ellisopen
Next week · from Monday 13 April1 item
Excise tax computationOpen projectBeckett Family FoundationFY2025 foundation auditAudit14 Apr 2026Jonah Reyesopen
Later · May 20261 item
990-PF filing packageOpen projectBeckett Family FoundationFY2025 foundation auditAudit8 May 2026Wren Hallidayopen