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Community Fund Report
Step 1: Open the Community Fund Report
The community fund report is created automatically when the Bonner Foundation locks the semester allocation report for Fall and Spring.
It can be found under the School Menu > Bonner Scholar Program > Community Fund tab.
The Community Fund Ledger provides the following information:
- Opening Balance carried forward from the prior semester's report
- Allocation total from the current semester's Allocation Report ($50 per student)
- Semester Expense total from the entries for the current semester represented by this report
- Reimbursement (if any) from the current semester
- Ending Balance which calculates the Additions less the Reductions.
The Category Breakdown (#6) provides sub-totals for each of the three types of expenses:
6. Community Program represents donations to community-based organizations
7. Student Program represents expenses to support student-led service projects or programs
8. Training represents expenses to support students to attend conferences or workshops.
The Expense Details (#7) shows a listing of each expense entered for the semester.
You should review the Bonner Foundation's guidelines for use of the Community Fund if you have any questions about what is eligible expenses.
Step 2: Add Each Community Fund Expense for the Semester
Use the Available Actions > Add New Community Fund Expense menu to go to the add form.
The Community Fund Expense submission form requires the following information for each expense item:
- Expense Date to indicate the date of the expenditure
- Amount
- Category to indicate the expense category (see above definitions)
- Expense Label to give a short phrase or title to define the expense
- Description to give a sentence or short paragraph explaining the expense
When this information has been added, click on the Save button (#6).
Step 3: Notify the Foundation to Lock the Report
Once you have reviewed and/or filled in the community fund report, please use the Available Actions > Notify Bonner Foundation for Review menu to send an email to the Foundation so they can lock it.
