Trust Accounting is responsible for providing independent review of the Institute's split-interest agreements administered by portfolio managers. The group records all financial activity, reviews and files tax returns, and provides financial information to Institute Management. In carrying out these duties, Trust Accounting works closely with the Gift and Estate Planning group from the Development Office.

Resources

2004-2005 Financial Statements

2005–2006 Financial Statements

2006–2007 Financial Statements

2007–2008 Financial Statements

Organization Charts

Policies & Procedures

Record Retention Schedule [pdf]

• Financial Services, Controller and Accounting Offices
• Procurement Services