All A B C E F G I L M O P S T U
Report Subprocess Sample Business Questions
G Gift Securities Net Investment Income Excise Tax

Other Financial Reports

Review detail of excise tax levied on the capital gains

  • Which securities were donated and sold , and then added as revenue to my fund(s)?
  • What is the excise tax amount for any stock donations and/or dividend income charged to my fund/organization/unit by GL Period?
  • When was the security originally transferred to the University and what is the gift security ID number?
G GL Journal Details

Revenue and Fund Management Reporting (RFM) dashboard

Review GL journal details

  • Which journals have posted to my PTA?
  • Which journals filtered specific parameters (e.g., Receipts - EFP Allocations) have posted?