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) - [ ] Bylaws (adopted)
- [ ] IRS determination letter (when received)
- [ ] Latest annual budget (board-approved)
- [ ] Board roster (names + titles — not in public git)
- [ ] Organization W-9
- [ ] General liability insurance COI
- [ ] Program narrative — business plan §7
- [ ] Impact photos / results (public-safe only)
Application tracking¶
Use a private spreadsheet (same pattern as sponsorship CRM). Procedure: log funder, deadline, status, Drive folder link.