> **FICTITIOUS DOCUMENT — FORGE DEMO ONLY · specimen data built for a product demonstration · no real family, firm, fund, bank, or person is depicted**

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# Owes-list — Wrenfield Family Council, 2026-07-16

- [ ] **Forward Andrew's $400,000 distribution request to Cranbrook Trust Company as a trustee decision (with the file)** — Diane Marsh — by 2026-07-17 🔴
- [ ] **Update the liquidity / cash-flow calendar and run the distribution scenario for Cranbrook** — Steven [surname confirm] — by 2026-07-22 🟡
- [ ] **Start the Fine Art & Collections renewal (Ardent Specialty, renews 2026-08-15) and pull the appraisal-vs-insured drift** — Tom Bradley (in absentia) — by 2026-07-28 🟡
- [ ] **Circulate the updated foundation grant shortlist to Catherine before the fall cycle** — Rachel Okoye (in absentia) — by 2026-07-30 🟡
- [ ] **Chase the two missing K-1s (Harrow Point RE Two, Windham Credit) from Barrow Kessler** — Grace Kim (in absentia) — by 2026-07-31 🟡
- [ ] **Review and mark up the Cormorant Four position note before the next investment-committee call** — James [surname confirm] — by 2026-08-03 🟢

## Not tasked (recorded in the minutes)
- **Andrew's $400,000 distribution** — *not approved by the council*; routed to Cranbrook Trust Company as a trustee decision. The only task is Diane's forwarding (above); the routing itself is a decision, not a to-do.
- **Wire-verification control** (restated by Robert) — a standing office policy: no funds move on an email or a verbal say-so; a human verifies the wire against the portal first, every time. A rule, not a task.
- **The short-notice-distribution comment** (context: Catherine) that such requests land on operations and the foundation — *noted, not tasked* at the speaker's request and the chair's confirmation. A comment, not a to-do.
- **Elk Fork Ranch well repair & fencing invoice** — reported already paid last week; no owner, no due date.

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     Surnames were voiced only for Diane Marsh, Grace Kim, Tom Bradley, and Rachel Okoye; Steven and James
     were first-name-only, surnames marked [surname confirm], not guessed. -->