Finance Council

1. Agenda – May 12, 2026

2. Finance Council Meeting Minutes – February 10, 2026

3. Disposition of Prior Recommendations - None

4. COO/CFO Report as of March 31, 2026

• Q3 2026 Financial Statement for Finance Council
• Cemeteries Statement of Position
• Cemeteries P&L
• Cash & Investment Summary
• Deferred Revenue
• Q3 2026 Variance Analysis Waterfalls
• Seminarian Education Endowment Statements –  Mach 31, 2026
• Education Foundation Statements –  March 31, 2026
• Deposit & Loan Statements –  March 31, 2026

5. Audit and Budget Committee Report

• Cemeteries Capital Budgeting 2026/2027
• 2025-2027 Budget Fund Level Financial Statements
• MOTION for Approval of 2026/2027 Budget

6. Development Committee Report

• Development Committee Reports  

7. Executive Committee Report - No Documents

8. Insurance Committee Report

• Insurance Committee Meeting Minutes – April 23, 2026  

9. Investments and Pensions Committee Report

• Investment Meeting Minutes – April 21, 2026
• Executive Summary of Performance ended April 31, 2026
• 1Q26 Market Environment    

10. Legal Committee Report – No Documents

11. Property Committee Report

• Property Committee Meeting Minutes –  April 15, 2026
• Cemeteries Sales Report –  March 2026

12. Schools Committee Report – No Documents

13. Building Commission Report
    • Building Commission Meeting Minutes – March 12, 2026