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Chapter Investment Fund Named Scholarship Fund Grant Request Form INSTRUCTIONS In order to receive a distribution from your Chapter Investment Fund or Named Scholarship Fund, the Foundation must first
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Research and gather information about the investment fund you want to name.
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Individuals or companies looking to establish an investment fund to pool and invest funds from various investors.
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Chapter investment fund named is named after the specific chapter or section in the legislation that governs its operations.
Entities or individuals who have investments or contributions in the named fund are required to file.
One can fill out the named fund by providing all necessary information and documentation required by the governing legislation.
The purpose of the named fund is to provide a specific investment vehicle for individuals or entities to contribute funds for a designated purpose.
Information such as total contributions, investments, gains/losses, expenses, and any distributions must be reported on the named fund.
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