Grant Checklist for Submitted Applications

TDS Fund

1. Is the requesting alumni entity in good standing with its state of incorporation and the IRS?
2. Does the request stipulate that the grant be made to a charitable entity; Is the request clearly educational?
   • Name of charitable entity?
   • If clearly educational, is there documentation to support it (such as a receipt/estimate for study room furniture, equipment, etc.)?
3. Is the request using a Lodge educational study?
   • If so, is the study on file with the Central Office?
   • If so, is there documentation to support the request (such as a detailed annual operating budget)?

Dedicated Fund

1. Is the requesting alumni entity in good standing with its state of incorporation and the IRS?
2. Does the request stipulate that the grant be made to a charitable entity; is the request clearly educational (if yes, skip to #4)?
   • Name of charitable entity?
   • If clearly educational, is there documentation to support the request (such as a scholarship plan or a receipt/estimate for study room furniture, equipment, etc.)?
3. Is the request using a Lodge educational study?
   • If so, is the study on file with the Central Office?
   • If so, is there documentation to support the request (such as a detailed annual operating budget)?
4. Is the Alpha’s DF balance in excess of the request?

TDS Grant Consideration & Approval Process

The Trust Budget shall include the amount available to be distributed in TDS Grants. The Central Office shall work with the TDS Grants Committee to review all properly submitted applications received at www.chipsi.org. The TDS Grants Committee shall prepare a recommendation for consideration by the Trustees prior to the spring meeting, which is typically held in March or April. The Trustees shall determine TDS Grant distributions at the spring meeting or determine what additional work is necessary for the TDS Grant Schedule to be followed.

DF Grants Committee

A Committee of three (3) Trustees appointed by the Chair shall review and consider all DF Grant Request Applications that are properly submitted to the Central Office via chipsi.org. This committee shall have the authority to approve all requests so long as all the questions on the above grant checklist are ‘yes.’ The Central Office shall work with requesting entities to rectify any issues preventing approval. All requests not approved by the DF Grants Committee shall be reviewed and considered at the next meeting of the Trust.

DF and TDS Grant Schedules:

TDS Fund Grants

• Application Deadline is 12:00 Noon (CST) February 1.
• The Central Office to email acknowledgment of TDS Grant Awards by May 30.
• Funds Dispersed on or before June 30.
• The Trust will consider emergency TDS Grant applications as they are submitted.

Dedicated Fund Grants

• The amount of DF Grant requests must be at or below the Alpha's DF available balance.
• Applications, with Grant requests within the ALpha's DF available funds, may be received at any time and will be reviewed and considered within three weeks by the Trust's DF Grants Committee. The Central Office will inform the requesting entity of the outcome of deliberations as soon as it is known.
• Funds will be processed and distributed to approved requesting entities within two weeks of the approval of requests.

Recipient Expectations: Recipients can only apply grant funding toward approved expenses and allocations outlined in the grant agreements and cannot keep or apply grant funding toward unapproved or other expenses. Applicants that receive a grant will be required to submit a grant report documenting use of the funds with receipts at the conclusion of the program. Funds not used for the submitted and approved purpose must be returned to the Trust.