Section 6 - Financial Materials
2013-2014 Annual Report
This report is generated by Y-USA from data submitted by us online.
| 2013_annual_report.pdf |
2014-2015 Fiscal Year Budget
| 2014-15_fiscal_year_budget.pdf |
Audit Report & Tax Filing Forms - 2012-2013
| 2013 audited financial statements.pdf |
| 2013 tax returns.pdf |
Draft Financial Policy
This policy has been created from the Y-USA template, edited by the Executive Director, recommended to the board, discussed and modified by the board, but not yet adopted by the board.
| csymca_finance_policy_-_draft.pdf |
Investments
The board has two major investments -
Here is a copy of the Year-End Statement from Morgan Stanley for fiscal 2014:
- Private Stock in the G.W.Lisk Co.
- An Investment (Endowment) Account managed by Morgan Stanley
Here is a copy of the Year-End Statement from Morgan Stanley for fiscal 2014:
| MS Client Statement.pdf |