Do any clubs put together an annual report for its members?
If so can you send me an example of the one that you have
used in years past?

Thanks

gwsinvest@gmail.com

Garrett:

I prepare an annual report for the partners and distribute
it each January. The report serves three purposes: 1)
provides them with a longer view of the partnership's
operations than is possible during the time allotted to the
Treasurer's report at the monthly meeting; 2) re-enforces
that we are a business partnership, and 3) provides every
member with a copy of the broker's end-of-year statement.

I am not comfortable posting a copy of the report publicly,
but have pasted a copy of the table of contents below so you
can see the areas covered in the report. Our club began its
21st year of operation in 2008, so the history portion
included a brief history of partnership operations during
the 20 years. It was meant to refresh the memory of current
members of our heritage and encourage us to stick by our
principles at a time of general market decline. In the
Summary of yearly Operations, I compare partnership club
performance with several metrics (done easily with bivio)
including prior year partnership performance, summarize
changes in security holdings, membership changes, income and
expenses, and end of year cash balances and securities
market values.

TABLE OF CONTENTS
History of Grants Partners
Summary of 2008 Operations
Member Status
Valuation
Income and Expense Statement
Capital Gain and Loss Statement
Transaction History
Member Roster as of 31 December 2008
Schwab Statement for December 2008

 I hope this helps give you some ideas for your own annual
 report.

Jack Ranby, Treasurer
Grants Partners Investment Club



Garrett W. Smith wrote:
> Do any clubs put together an annual report for its members?
> If so can you send me an example of the one that you have
> used in years past?
>
> Thanks
>
> gwsinvest@gmail.com