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Where to Send Payments

If you have questions about where to send donations, registration payments, additions to your Joint Investment Fund account, the attached document may provide the answer you are looking for.

icon Where to Send Payments to the Diocese

 

Parochial Report Information

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2011 Parochial Report Instructions


A blank copy of the 2011 Parochial Report form can be found below:

icon 2011 Parochial Report Form (blank) (70.75 kB 2012-02-02 16:54:27)



Instructions for preparation of the 2011 Parochial Report form can be found below:

icon 2011 Parochial Report - General Instructions (16.75 kB 2012-02-02 16:53:41)

icon 2011 Parochial Report - Page 2 Instructions (190.78 kB 2012-02-02 16:40:15)

icon 2011 Parochial Report - Page 3 Instructions (205.25 kB 2012-02-02 16:41:00)

   

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2011 Parochial Report Information


The parochial report forms were mailed from the Finance Office at the end of January.  Please remember that the deadline for filing with the diocesan Finance Office and online is March 1, 2012.

In an effort to reduce paper and mailing costs, the supplemental forms required to be filed with the parochial report have been converted to fill-in pdf forms, which can be easily downloaded below.

icon 2011 Parochial Report - Assets (111.12 kB 2012-02-17 13:54:26)

icon 2011 Parochial Report BS - Liabilities and Net Assets (78.09 kB 2012-02-28 12:43:28)

  icon 2011 Parochial Report Related Parties Form (90.78 kB 2012-02-02 16:42:08)

icon 2011 Parochial Report - Foundation Transactions (102.08 kB 2012-02-22 14:01:39)

icon 2011 Parochial Report Transmittal Form (79.27 kB 2012-02-02 16:39:31)
   

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2010 Parochial Reports


The 2010 Parochial Report forms are now available from the DFMS office.  The Finance Office will be mailing the parochial reports, along with additional forms to be filed with the Report, the week of December 15th.  Please do not lose this important information!

icon 2010 Parochial Report Form (4 pages) (38.73 kB 2010-11-19 14:49:18)
icon 2010 Parochial Report - General Instructions (16.47 kB 2010-11-19 14:51:27)
icon 2010 Parochial Report - Page 2 Instructions (173.68 kB 2010-11-19 14:50:00)
icon 2010 Parochial Report - Page 3 Instructions (191.57 kB 2010-11-19 14:50:39)
icon Parochial Reprt - Related Entities (53.58 kB 2011-02-18 15:11:38)
icon Parochial Report - Report on Foundations (47.5 kB 2011-02-18 15:21:23)
icon Parochial Report - Statement of Assets (24 kB 2011-02-18 15:24:18)
icon Parochial Report - Statement of Liabilities and Net Assets (24 kB 2011-02-18 15:23:09)
icon Parochial Report Preparation Sequence (31 kB 2011-02-18 15:28:39)




Important note:  The deadline is March 1st.  The Episcopal Church website is open until May 1st to file your parochial report online, but the diocese's deadline remains March 1st.
   

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Parochial Report Preparation


The Parochial Report Preparation Sequence, which you can access using the link below, offers hints on the which parts of the parochial report to prepare first, second, etc.  It also details which parts of the form need to balance, and which sections do not.  The document is intended to replace the "stop sign" page, which has been sent with the annual parochial report mailing.

icon Parochial Report Preparation Sequence

   

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Parochial Report Filing - Additional Forms


In addition to the parochial report form itself, additional forms must be completed and sent to the Finance Office. These forms are required by canon and can be accessed using the links below.

icon Parochial Report Transmittal Form

icon Report of Related Entities

icon Report on Foundation Transactions

icon Statement of Financial Position - Assets

icon Statement of Financial Position - Liabilities and Net Assets

If you have questions on these forms, please contact us in the Finance Office.

   

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