Get Coda Donation Disbursement Form - La Coda - Lacoda

Filling out the CoDA Donation Disbursement Form helps ensure that funds are accurately reported and disbursed. This guide provides clear and supportive instructions for users to navigate the form effectively.

Follow the steps to complete the form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the reporting period at the top of the form. Write the start and end dates clearly in the designated space.
3. Enter the Meeting ID, day, time, and city in the appropriate fields. Ensure that all details are accurate and complete.
4. Record the beginning balance from the last report in Line A. This sets the initial fund amount for the current reporting period.
5. Document contributions received by listing each date and amount in the contributions section. Sum these amounts and place the total in Line B.
6. Calculate the total funds available by adding the amounts from Lines A and B. Write the result in Line C.
7. In the expenses section, document the date and amount for each expense incurred during the reporting period. Total these expenses and place that amount in Line D.
8. Determine the net amount by subtracting Line D from Line C and record this in Line E.
9. Enter a prudent reserve amount, typically representing 2-3 months of fixed expenses, in Line F.
10. Calculate the funds available for disbursement by subtracting Line F from Line E. Write this amount in Line G.
11. Allocate the suggested disbursement percentages from Line G to the respective organizations. Record the calculated amounts for each organization in the provided fields.
12. Once all information is filled out, review the form for accuracy and completeness. Save your changes before proceeding.
13. You can now download, print, or share the completed form as needed.

Complete your forms online to ensure efficient and accurate disbursement of funds.