Grant-readiness folder index¶
When to use: After EIN (complete 2026-06-11) and preferably after IRS determination letter (or when a grant application explicitly allows pending status).
Storage: Google Drive only — no grant PDFs, budgets with PII, or board home addresses in git.
Progress: Formation progress log
Drive path (create when ready)¶
Apex STEM Education/Grants/Grant-Readiness/
Checklist — documents to collect¶
- [x] EIN confirmation letter — 2026-06-11 (Drive
Governance/only) - [x] Articles of incorporation (filed) — 2026-06-11 (Drive
Governance/only) - [x] Bylaws (adopted) — DRAFT ready — see bylaws draft (pending board adoption)
- [x] IRS determination letter — 2026-06-16 (Drive
Governance/only — not in git) - [ ] Latest annual budget (board-approved)
- [x] Board roster (names + titles — not in public git) — Template ready — see board roster template (board to complete)
- [x] Organization W-9 — Prep pack ready — see W-9 preparation pack (needs board address + signature)
- [ ] General liability insurance COI
- [ ] Program narrative — business plan §7
- [ ] Impact photos / results (public-safe only)
- [x] Nonprofit bank account / payable address (required before most awards) — DONE 2026-09-10 (user confirmed)
Application tracking¶
Primary system (board host): board.apexstem.org/grants/ · Access: entire board.apexstem.org (board/finance/admin only)
| Piece | Link |
|---|---|
| Live wiki | board.apexstem.org |
| Opportunity catalog (git) | opportunities.json |
| Pipeline tracker (git) | tracker.csv |
| Scaffold drafts | python3 apexstem/internal/board/grants/scaffold_application.py --id <id> --eligibility-verified |
| Validate | python3 apexstem/internal/board/grants/scaffold_application.py --validate |
| Sheet template (optional) | data/grants_tracker.template.csv |
| Final PDFs / W-9 / budgets | Google Drive Apex STEM Education/Grants/ only |
Optional: copy the Sheet template into a private spreadsheet for notes that should not be in git (same pattern as sponsorship CRM).