Annual activity statement reports are generated for transfer, undesignated or scholarship funds. The reports include the amount of income available for transfers or scholarships. They are mailed to the individuals designated to receive them.

Annual Activity Statements are generated after the close of the P.E.O. Foundation fiscal year, which is July 1 through June 30, and after the P.E.O. Foundation books are audited.

Resource Info

Topic

Foundation

Resource Type

Fact Sheets

Audience

Member

Revised

July 2026

Related Resources

Revised: July 2026

Information For Wills

A charitable bequest to the P.E.O. Foundation may be undesignated or may be designated as…

Revised: July 2026

General Information about the P.E.O. Foundation

The P.E.O. Foundation provides a convenient way to make tax deductible gifts from individuals to…

Revised: April 2026

Annual & Planned Giving Options

The P.E.O. Foundation has several options for annual and planned giving, including cash, a living…