Trust Fund Approval

Fresno State Trust Fund Approval form, including the type of fund and trust fund information fields.

Type of Fund *

  • New Trust Fund
  • Revise Existing Fund

Trust Fund Information

Fund Name *

Please enter fund name. Max character limit of 50 characters.

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Department ID and Department Name
Department ID * Department Name *
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Indicate the purpose of the fund *

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Indicate the source of funds to be deposited into the fund *

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Indicate the types of allowable expenditures

Expenses allowed by applicable law, regulations and policy for this CSU fund type that support the purpose of the fund. Authoritative guidelines include the California Education Code, California State University System-wide Policies, California State University, Fresno policies, etc. (Note: alcohol is not an allowed expense).

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Indicate reporting requirements for this fund, or enter "NONE" *

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Trust Fund Information fields for the fund purpose, source of funds, allowable expenditures, and reporting requirements.

Indicate the start and end dates or mark indefinite if fund will be ongoing

Start and end dates or indefinite status
Effective Date * Will this fund be indefinite? * Expiration Date *
May 12, 2025
  • Yes
  • No
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Indicate instructions for the disposition of remaining funds at termination *

Dispositions must be in compliance with applicable law, regulations and policy for this CSU fund type. Authoritative guidelines include the California Education Code, California State University System-wide Policies, California State University, Fresno Policies, etc.

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Trust Fund Approval form fields for the fund dates and instructions for disposition of remaining funds.

Identify the additional departments that are allowed to expend against this fund

Any departments added will give authorization to all signers on that department’s Financial Signature Approval form authority to expend against this fund. The maximum number of departments that can be added is ten (10).

Additional departments that are allowed to expend against this fund
Department ID Department Name *  
     

＋ Add Another Row

Signatures on the Trust Fund Agreement only authorize the establishment of the fund. Expenditures can only be authorized by the individuals listed on the Financial Signature Approval form for each of the Department ID’s included on this form.

Trust funds are established in accordance with Education Code 89720-89721 and Government Code 16305.

To recover the business management expenses incurred, Accounting Services will retain interest earned on this fund and a 6% service charge will be calculated on the monthly gross deposits, including eMarket revenue.

Trust Fund Approval form section for identifying additional departments allowed to expend against the fund, with department fields and form instructions.

Trust fund to be authorized by

Dean or Director *

Vice President *

Trust Fund Approval form authorization section with fields for Dean or Director and Vice President.

Download the PDF

This PDF is provided as a print-only reference document and may not be fully accessible to users of assistive technology. For more information, please visit Title II Rule on Digital Accessibility page.