On 2/18/2018 4:18 PM, dpb wrote:
....

"DISBURSEMENTS" sheet that combines the funds and eliminates the
redundant entries.* IOW, the result I'd like would look like

Approved Spending Year YYYY
Fund Name** SpendAllow* Awarded* Awardee/Comments
DonorA******* XXX******** YYY****** Fund is for ...
DonorB******* XXX******** YYY****** Fund is for ...
DonorC******* XXX******** YYY****** Fund is for ...
DonorD******* XXX******** YYY****** Fund is for ...
DonorE******* XXX******** YYY****** Fund is for ...
DonorF******* XXX******** YYY****** Fund is for ...
DonorG******* XXX******** YYY****** Fund is for ...
DonorH******* XXX******** YYY****** Fund is for ...
...
DonorQ******* XXX******** YYY****** Fund is for ...
Total******** SSS******** SSS

where all the funds of the same are combined with duplicate entries
removed and the SpendAllow value is the total of each Pool for the given
fund.* Awarded will be filled in by the awards committee and then
there's another set of columns for actual recording of payouts monthly.

That help?

--dpb

Also, it needs to be dynamic because new funds are added annually and
pools also can come and go; some of the pools are temporary for things
like DOE Title III, V matching grants that have 20-yr restrictions on
them after which the restrictions expire and the funds may be rolled
over into the primary investment pool.

Thus the number of funds and pools can be different every year so simply
creating a static set of descriptions doesn't work well.

--