Hale High School Fund Trustees Agenda

Submitted on January 20, 2023 - 11:45am
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Wednesday, January 25, 2023 - 2:00pm
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Hale High School Fund Trustees

Hale High School Fund Trustees

Meeting Agenda

January 25, 2023, at 2 p.m.

Zoom Meeting

https://us06web.zoom.us/j/82174083135?pwd=alhqVWtSeFIvcVd0OWwrZUNQRFdQUT09

Meeting ID: 821 7408 3135    Passcode: 251862

Dial by location +1 929 205 6099 US (New York)

       

Call to Order

Report from Bartholomew & Company

                             - Recap of FY 2022 income, expenses, and portfolio value  

                                - Summary of Fund activity and status (July-Dec 2022)

                              - Plan to transfer funds; impact to Fund portfolio and revenue

 

Discuss the Trust’s financial contribution to the Library construction/renovation project and vote to transfer to funds as requested by the Town Administrator

                                  - Review Letter from the Town Administrator dated 1/9/23 requesting funds

                                   

Discuss information to include in the 2022 annual town report due in February

Review/Approve minutes of August 4, 2022 meeting

Schedule next meeting date

Adjourn

The items listed are those reasonably anticipated by the Chair, which may be discussed at the meeting. Not all items listed may in fact be discussed and other items not listed may also be brought up for discussion to the extent permitted by law.                                                    

 

Posted January 20, 2023 11:30 a.m.  LEH