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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All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationSST — internal
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Beckett Family Foundation · FY2025 foundation audit
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

FiltersProject: Beckett Family Foundation · FY2025 foundation audit
TaskClient · projectDepartmentDueAssigneeStatusAction
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
Minimum distribution requirementOpen projectBeckett Family FoundationFY2025 foundation auditAudit9 Apr 2026Dana Parkopen
Investment income and fair valueOpen projectBeckett Family FoundationFY2025 foundation auditAudit10 Apr 2026Sana Ellisopen
Excise tax computationOpen projectBeckett Family FoundationFY2025 foundation auditAudit14 Apr 2026Jonah Reyesopen
Board communication draftOpen projectBeckett Family FoundationFY2025 foundation auditAudit22 Apr 2026Dana Parkopen
990-PF filing packageOpen projectBeckett Family FoundationFY2025 foundation auditAudit8 May 2026Wren Hallidayopen