405 – Annual Representation Letter Template

Last Updated: 5/30/2017

ANNUAL REPRESENTATION LETTER

[on parish letterhead]

[Insert Date]

The Most Reverend Bernard A. Hebda

Archbishop of Saint Paul and Minneapolis

777 Forest Street

Saint Paul, MN 55106

Your Excellency:

Enclosed please find the financial statements that were presented to the parishioners of [insert legal name of parish] on _________________, 20___. Please accept this letter and the attachments as the annual representation concerning the financial management of [insert legal name of parish] for the fiscal year ending June 30, 20xx.

With this letter, we confirm the following:

  1. That the annual budget was made available to parishioners on [insert date];
  2. That financial statements (including but not limited to a Statement of Financial Position and Statement of Activities) were made available to parishioners as follows:

Date of Financial Statement [insert date]

Date Issued to Parishioners [insert date]

  1. That the Parish Finance Council regularly reviews and discusses the budget and periodic financial statements;
  2. That meetings of the Parish Finance Council for the fiscal year ending June 30, 20xx, were held on the following dates:
  3. [insert date of meeting]
  4. [insert date of meeting]
  5. [insert date of meeting]
  6. [insert date of meeting]

The above is hereby attested to by the Pastor of [insert legal name of parish] and the members of the Parish Finance Council.

Name of Member

[insert name of member]

Occupation

[insert occupation]

Signature of Member

_________________

Sincerely yours in Christ,

Reverend [insert name of pastor], Pastor

_________________

[insert legal name of parish]