Financial Forms


All financial forms reside on the Foundation website; they are fillable, meaning you can type in the information and then print the document before obtaining the required signatures.

Use the Check Request Form to request reimbursement for expenses or payment for invoices.

Use the Deposit Form: Check or Cash to deposit cash and checks.

Use the Deposit Form: Credit Card, PayPal, or Square to verify electronic fund deposits.

Use the Transfer Form to transfer funds between Foundation accounts.

Refer to your team’s non-detailed Profit & Loss statement (distributed at the 8/23 meeting) to identify appropriate codes for deposits and payments. If you have questions about proper coding, please contact Ellen Haines, the Foundation Bookkeeper at lcfoundationbk@sduhsd.net.