Financial Documents

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AWCI Audited Financial Statements:

These documents are entire sets of annual audited financial statements prepared for AWCI. These documents are a comprehensive report of AWCI’s financial status as of the date shown. Please read all pages and all notes included as part of each document. Each report should be analyzed as a whole document to gain an understanding of AWCI’s financial position.

FY 2001 – 2002 (ending June 30, 2002)

FY 2002 – 2003 (ending June 30, 2003)

FY 2003 – 2004 (ending June 30, 2004)

FY 2004 – 2005 (ending June 30, 2005)

FY 2005 – 2006 (ending June 30, 2006)

FY 2006 – 2007 (ending June 30, 2007)

FY 2007 – 2008 (ending June 30, 2008)

FY 2008 – 2009 (ending June 30, 2009)

FY 2009 – 2010 (ending June 30, 2010)

FY 2010 – 2011 (ending June 30, 2011)

FY 2011 – 2012 (ending June 30, 2012)

FY 2012 – 2013 (ending June 30, 2013)

AWCI IRS Tax Returns:

These documents are the annual tax returns submitted to the IRS by AWCI. Each return is based substantially on the information reported in the Audited Financial Statements listed above. Additional supporting documents were submitted to the IRS, which are also included here.

2001-2002 AWCI IRS Form 990

2002-2003 AWCI IRS Form 990

2003-2004 AWCI IRS Form 990

2004-2005 AWCI IRS Form 990

2005-2006 AWCI IRS Form 990

2006-2007 AWCI IRS Form 990

2007-2008 AWCI IRS Form 990

2008-2009 AWCI IRS Form 990

2009-2010 AWCI IRS Form 990

2010-2011 AWCI IRS Form 990

2011-2012 AWCI IRS Form 990

AWCI Income Statements:

These documents show the revenues and expenses for AWCI for various periods within recent fiscal years. Until early 2007, these reports were generated on a quarterly basis. In early 2007, these reports were generated on a bi-monthly basis. All reports listed here are considered complete, but are subject to change.

Period ending September 30, 2003

Period ending December 31, 2003

Period ending March 31, 2004

Period ending June 30, 2004

Period ending September 30, 2004

Period ending December 31, 2004

Period ending March 31, 2005

Period ending June 30, 2005

Period ending September 30, 2005

Period ending December 31, 2005

Period ending March 31, 2006

Period ending June 30, 2006

Period ending September 30, 2006

Period ending December 31, 2006

Period ending February 28, 2007

Period ending April 30, 2007

Period ending June 30, 2007

Period ending August 31, 2007

Period ending October 31, 2007

Period ending December 31, 2007

Period ending February, 2008

Period ending April 30, 2008

Period ending June 30, 2008

Period ending August 31, 2008

Period ending October 31, 2008

Period ending December 31, 2008

Period ending February 28, 2009

Period ending April 30, 2009

Period ending June 30, 2009

Period ending August 31, 2009

Period ending October 31, 2009

Period ending December 31, 2009

Period ending February 28, 2010

Period ending April 30, 2010

Period ending June 30, 2010

Period ending August 31, 2010

Period ending December 31, 2010

Period ending February 28, 2011

Period ending April 30, 2011

Period ending June 30, 2011

Aug 2011 Budget to Actual

Oct 2011 Budget to Actual

Dec 2011 Budget to Actual

Feb 2012 Budget to Actual

Apr 2012 Budget to Actual

Jun 2012 Budget to Actual

Sep 2013 Budget to Actual

Dec 2013 Budget to Actual

Mar 2014 Budget to Actual

Jun 2014 Budget to Actual

Sep 2014 Budget to Actual

AWCI Approved Budgets:

Fiscal year 2004-2005

Fiscal year 2005-2006

Fiscal year 2006-2007

Fiscal year 2007-2008

Fiscal year 2008-2009

Fiscal year 2009-2010

Fiscal year 2010-2011

Fiscal year 2011-2012

Fiscal year 2013-2014

Fiscal year 2014-2015

ELM Trust Audited Financial Statements:

These documents are entire sets of annual audited financial statements prepared for the ELM Trust. These documents are a comprehensive report of the ELM Trust’s financial status as of the date shown. Please read all pages and all notes included as part of each document. Each report should be analyzed as a whole document to gain an understanding of the ELM Trust’s financial position.

FY 2002-2003 ELM Trust Auditor’s report

FY 2003-2004 ELM Trust Auditor’s report

FY 2004-2005 ELM Trust Auditor’s report

FY 2005-2006 ELM Trust Auditor’s report

Per unanimous vote of the ELM Trust Trustees, the 2005-2006 fiscal year is the last year for which a financial statement audit was performed upon the ELM Trust records.

ELM Trust IRS Tax Returns:

These documents are the annual tax returns submitted to the IRS by the ELM Trust. Each return is based substantially on the information reported in the Audited Financial Statements listed above. Additional supporting documents were submitted to the IRS, which are also included here.

2002-2003 ELM Trust IRS Form 990

2002-2003 ELM Trust IRS Schedule A

2003-2004 ELM Trust IRS Form 990 & Schedule A

2004-2005 ELM Trust IRS Form 990 & Schedule A

2005-2006 ELM Trust IRS Form 990 & Schedule A

2006-2007 ELM Trust IRS Form 990

2006-2007 ELM Trust IRS Schedule A

2007-2008 ELM Trust IRS Form 990

2007-2008 ELM Trust IRS Schedule A

2008-2009 ELM Trust IRS Form 990 & Schedule A

2009-2010 ELM Trust Form 990

2009-2010 ELM Trust Form 990 Schedule A

2010-2011 ELM  Trust Form 990