DWIGHT WARNER July 2018-June 2019 FINANCIAL SUMMARY

July 30, 2018 Beginning Fair Market Value                                                                 $             29,828.97
Net Investment Activity                                                                                                                  1.493.65
Management Fee                                                                                                                             (458.25)
Gifts Received                                                                                                                                  800.00
Spending Activity (scholarship distribution)                                                                                          0.00
June 30, 2019 Ending Fair Market Value                                                                      $              31,664.47 

 

Donations to the fund: Gifts should be made to the UWW-Foundation and directed to  the Warner/Phi Chi Epsilon Scholarship Fund.

 

UW-WHITEWATER FOUNDATION

800 WEST MAIN STREET

WHITEWATER, WI 53190-1790

 

Or find other methods at (www.uww.edu/foundation/give/form.html)

ALUMNI REPORT - JUNE  2019

 

BUILDING FUND:

Insurance for the Active Chapter was paid in November 2018.  This year we dropped the Officers and Directors Insurance retaining the General Liability to save some expense.  The Insurance cost was $2,773.39.

 

Current Balance in the Building Fund - $33,022.78 in CD.  

 

ALUMNI FUND:

Our plans are to continue Alumni support of the FL, AZ and Western Lakes Golf outings with contributions of $300 each.

 

We appreciate the core of 90+ men that pay our annual dues solicitation. 

Current Balance in the Alumni Fund - $4,060.15. 

MONEY MARKET SAVINGS:
All dues are paid into the ALUMNI FUND.  We will allocate the $30.00 portion of payments to the MM SAVINGS on a quarterly basis accumulating Insurance Expense.

Current balance in the MM SAVINGS - $2,194.17.

Dues payments: Make checks payable to Phi Chi Alum.

Send to: Premier Bank                             or       Ken Johnson

              200 South Fremont St.                         S79W17091 Pamela Ct.

              Whitewater, WI  53190                         Muskego, WI 53150

ClubExpress also provides a online payment system.

 

 

 

 

Click here to see details of Accounts