1. Call to Order – Susan Brick

2. Welcome and Introduction – Susan Brick

3. Ice Breaker Activity – Mary Beth Gagne

4. Approval of the October 2017 Minutes – Susan Brick

5. Membership Report – Nancy France

6. Scholarship Report – Rosie Buschur

7. Financial Report – Denise Doyle

Budget

8. Volunteer sign-up sheets for Committee members – Susan Brick

Ice Breaker – June/Propane Days and Fall Meeting (Houston, TX)

9. New Business

Announcement of Bissell, Revere Scholarship additions

Update on Trustees’ January 2018 Scholarship Committee Rules and

Procedures

Discussion Scholarship Committee Rules and Procedures

i. Article V, Standing Committee, Dual Offices – Scholarship

Committee Officers Not Serving as Chair of one or more

Standing Committees - handout

10. Old Business

Discussion of Definition of Child – Becky Earhart - handout

Silent Auction – Ann Weidie

11. Door Prize – Mary Beth Gagne

12. Adjournment: Next Meeting: June 4, 2018 in Washington, DC

Scholarship Committee Meeting

Santa Barbara, California

Continental Breakfast Included

Fess Parker Double Tree Resort

Sierra Madre North

Monday, February 12, 2018

10:00 a.m. to 11:00 a.m.

MINUTES

Scholarship Committee

National Propane Gas Foundation Scholarship Fund

October 2, 2017; Minneapolis, MN

1. Call to Order. Susan Brick called the meeting of the NPGF Scholarship Committee to order at

10:07 am. The following committee members were present:

Susan Brick – Chair Dena Overpeck

Becky Earhart – Vice Chair Susie Pellett

Rosie Buschur Beverly Penta

Nancy France Roland Penta

Marybeth Gagne Cindy Rutherford

Lisa Gerwitz Paula Saraiva

Wendy Gorham Ann Weidie

Melanie McMahan Ann Rowan

David Biggs Barbara Ham

The following guests were present:

Stephanie Hennen Katie Lowe

Marion Curcio Chris Earhart

Lorri Pankratz Susan Taylor

Anne Lambert

The following staff were present:

Brian Dunlap, NPGA Richard Roldan, NPGA

Peter Ferrell, NPGA

2. Susan Brick provided welcoming remarks and thanked the Minnesota Propane Association for

sponsoring refreshments for the meeting. There were self-introductions of committee

members and guests, followed by an ice-breaking activity. Additionally, she encouraged

members to complete provided forms to be used to compile a committee directory.

3. Approval of Minutes. The Scholarship Committee

VOTED UNANIMOUSLY TO APPROVE THE MINUTES OF THE JUNE 19, 2017 MEETING.

4. Staffing Changes. Susan Brick altered the agenda order to allow NPGA President & CEO Richard

Roldan the opportunity to address changes in staff as they relate to the foundation. He

informed the group that Joanne Casey will no longer be managing the foundation, though she

will still be employed by the association in other capacities. He mentioned that Brian Dunlap

would continue to manage the financials of the foundation while Peter Ferrell would now assist

in fundraising and development. He concluded that a search for a part-time employee to

manage and administer the foundation was currently underway.

5. Membership Report. Nancy France gave the membership report, noting that the Scholarship

Committee had 60 members as of September 29, 2017.

6. Scholarship Report. Rosie Buschur gave the scholarship report, noting that the application period

for the current scholarship year had opened on September 15, 2017. This new start date reflects

a change to the foundation’s rules and procedures.

7. Financial Report. Brian Dunlap provided a summary of the NPGF’s current financial condition. He

also highlighted the recent changes to the foundation’s investment strategies, which were

approved by the NPGF’s Board of Trustees at its meeting on August 3, 2017.

a. Corporate Partners Program. Under the foundation’s Corporate Partners Program,

member companies of NPGA who provide a monetary contribution should not be

solicited for additional contributions or gifts, such as for the Silent Auction. Brian

Dunlap provided a current list of corporate partner companies to the Scholarship

Committee. However, he noted that if employees from these partners voluntarily offer

up additional resources, they would be accepted.

b. Finance Tutorial. Brian Dunlap invited interested committee members to attend a

tutorial session on the scholarship foundation’s finances immediately after the meeting.

8. New Business:

a. Suburban Propane / Ferrellgas Withdrawal. Susan Brick informed the Scholarship

Committee that Suburban Propane had recently withdrawn its membership in NPGA and

as a result, scholarship applications from that company would no longer be valid. It was

further noted that Ferrellgas had strongly indicated that it too would withdraw its

membership in the association in the near future. Such an action would put applicants

from that company in the same nullified situation.

She also informed the Scholarship Committee that the Steering Committee had approved

a motion to draft and send a letter, in consultation with the NPGA Executive office, to the

Suburban Propane executive thanking the company for its support over the years,

emphasizing the value of the NPGF, including the number children who have received

scholarships in the past, and explaining how future applications from their employees’

children will be handled. The letter will also indicate that the company’s named

scholarship will be awarded as an at-large scholarship. A similar letter will be sent to

Ferrellgas if they withdraw from the association.

b. Revisions to Scholarship Committee Rules and Procedures. Becky Earhart highlighted

revisions to the foundation’s rules and procedures with regards to the Roy Willis

Scholarship Award and the “dependent” requirement for all scholarship applicants. On

August 7, 2017, the Board of Trustees approved these revisions contingent on the

approval by the Scholarship Committee. These revisions were approved via electronic

ballot on August 29, 2017.

c. Revisions to Selection Committee Rules and Procedures. Becky Earhart presented to

the Scholarship Committee recently approved changes by the Steering Committee to

the Selection Committee’s rules and procedures. The first change amends language in

Section 2/Application Process/Application Method: from “opens on August 15” to

“opens on September 15.” The second change is to the layout and description of the

selection process contained in the Appendix. The selection process outline was

redrafted in order to be more easily understood by Selection Committee members.

d. Definition of Child. The Scholarship Committee discussed at length the appropriate

language for how “child” is to be defined within the selection process. It was noted that

the issue of what defines a “child” had not been challenged by an applicant and that the

committee was discussing the topic in order to be proactive. There was also concern

that preemptively defining “child” without cause or legal review could create future

problems. A motion was made to table the discussion on the definition of “child” until

the topic was researched and legally vetted. The Scholarship Committee

VOTED UNANIMOUSLY TO APPROVE THE MOTION TO TABLE THE DISCUSSION.

9. New Business. Silent Auction. Ann Weidie announced that the Silent Auction would be

promoted at Tuesday’s NPGA Board of Directors meeting on October 3, 2017. She and other

Scholarship Committee members would be requesting voluntary contact information from

Board members interested in donating an item for the auction, scheduled to take place at the

Winter NPGA Board of Directors meeting in 2018. Staff and volunteers would follow up with

those individuals who provide information.

10. Notification of Next Meeting. Susan Brick stated that the next meeting of the NPGF Scholarship Committee will be held on Monday, February 12, 2018 in Santa Barbara, CA in conjunction with the 2018 Winter NPGA Board of Directors meeting.

11. Adjournment. There being no further business, the Scholarship Committee adjourned at 11:27

am.

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February 2018 Tab P

REPORT OF THE NPGF SCHOLARSHIP FUND COMMITTEE

Susan Brick, Chair and Becky Earhart, Vice Chair The following report summarizes committee and staff activities.

Activities and Actions from October 2017 through January 2018

As of January 22, 2018, 318 applications have been submitted for the 2018-19 school year with 119 completed. Those starting applications are down 27% compared to last year. However, it should be noted, that the on-line applications were open 30 days more last year in comparison to this year. Staff continues to increase its promotion to encourage more applications before the February 15, 2018 application deadline. Of the 92 students receiving awards in the 2017-18 academic year, three students did not receive their 2018 Spring Semester checks. One student withdrew for the semester, one student’s GPA did not meet the 2.6 minimum GPA, and one student unexpectedly graduated early in December 2017. Ten students will graduate in May 2018. We wish them all great success in their promising futures. Lori Dec joined NPGA staff as the Scholarship Foundation Coordinator on November 13, 2017. Lori has spent virtually her entire career in association management with the last 17 years in scholarship programming. We welcome Lori and look forward to putting her experience to good use at NPGA. Membership in this committee continues to expand. We have 63 members this past year and had four new members join during the October meeting. We encourage promotion of the Scholarship Program at all member companies, please contact Lori Dec (ldec@npga.org - email or 202 335-1328 - ph) to receive your copies of the electronic brochures and flyers.

Fundraising Activities

At the end of 2016, we implemented the “NPGF Scholarship” AmazonSmile program and have received $232 in donations to date. Quarterly reports lag 45 days behind the close of a quarter and anticipate the promotion untaken for the 2017 Christmas shopping season will pay off with a substantial increase in donations. Our members and their employees can use their buying power to support the NPGA Scholarship program with every Amazon order they place by going to smile.amazon.com and designating “NPGF Scholarship.” Amazon contributes 0.5% of such purchases made to the NPGF Scholarship Program. In November 2017, the Foundation conducted an incentive-based campaign to

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encourage new sign-ups. Over the course of four weeks, individuals who signed up for AmazonSmile and forwarded their confirmation email to NPGA were entered into a drawing for an Amazon gift card. Forty-five new individuals took advantage of this promotion, with the winner being Michelle Goodman of Blossman Gas. We hope many NPGA members will continue to use smile.amazon.com for all future purchases.

The third annual Silent Auction is now underway to provide scholarships to children of employees of NPGA member companies or state propane gas associations. To date, we have received 70 items. Online bidding will open on February 5, 2018 and will end on February 12, 2018 at the NPGA Chairman’s Reception in Santa Barbara, CA. The link to the online bidding site is www.32auctions.com/NPGF2018. Donated items include: tickets to see Hamilton on Broadway, Houston Astros, Cincinnati Reds, and NY Yankees (club level seating) along with vacations to Cabo, Pawley Island (SC), and Destin (FL). There are also great wines being offered from coast to coast. Please contact Ann Weidie at aweidie@charter.net or Peter Ferrell at pferrell@npga.org with any questions. The Corporate Partners campaign raised $42,600 for FY2017-18. New Corporate Partners are always welcome. Please contact Lori Dec to join. We thank the 36 member contributors. This compares to the 46 Corporate Partners in 2016/17 which raised $46,150. With their commitment, the Scholarship Fund will continue to provide awards to the industry member’s children, allowing many to reach their post high school goals. By supporting the NPGF/SF, you are making an investment in the future of our propane industry’s children.

For more information, or to make your contribution please contact Lori Dec (ldec@npga.org or 202-355-1328).

Friend Donor Benefactor Champion

Amount $250 + $1000 + $2500 + $4,000 +

Name recognition as a Corporate Partner on the NPGA Scholarship Foundation Home page

Annual name and logo recognition in LP Gas and BPN magazine ad

Monthly logo recognition on NPGA Reports

Name and logo recognition on SF Corporate Partner banner displayed at all NPGA meetings and NPGA Southeastern Convention & International Expo

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On-Going Activities

Promotional information about the scholarship program and the application process continues to be distributed to the state associations, scholarship donors, and other industry businesses on a regular basis.

NPGF/SF encourages all NPGA Board of Directors members and state association executives to join the Scholarship Committee. Annual tax-deductible dues are only $50 and are used toward funding the Scholarship Committee’s administrative costs. Even those NPGA members who do not have time to take active roles on the committee are welcome to join. Invitations and sign-up sheets are available at the registration tables. Please contact Lori at 202-355-1328 or ldec@npga.org.

Assets

Cash $5,158

Short term investments 105,959

Operating investment fund 208,625

Long term investment fund 2,719,173

Corporate Partners fund 165,158

Total investments 3,198,915

Accounts receivable -

Accounts receivable due from NPGA 80

Prepaid expense -

Total assets $3,204,153

Liabilities and net assets

Accounts payable due to NPGA 2,928

Deferred dues 950

Other deferred revenue 1,000

Total liabilities 4,878

Net assets

Unrestricted net assets 114,077

Permanently restricted net assets 1,171,112

James & Patrice Bass Fund 25,977

Gene and Joann Bissell Fund 25,000

Florene & Bill Wray Fund 26,000

Ashlee Poland Fund 25,000

Frederick A. Thomas Fund 1 33,347

Frederick A. Thomas Fund 2 33,346

Joe Rose Fund 921

Barbara & Bill Clark Fund 4,135

Bill Hill Fund 70,422

Bill McHenry Fund 32,502

Gail & Milford Therrell Fund 28,250

Sam & Ann McTier Fund 25,367

Amerigas Scholarship Fund 50,000

Benchmark Council Fund 68,259

Hughes Family Fund 54,720

Mark & Beth Pennington Fund 25,000

Dan Gurley Scholarship Fund 25,000

Joe & Naomi Cordill Fund 50,006

Harry S. Lyons Fund 25,250

Charles & Sally Gayle Revere Fund 37,525

Louisiana PGA Maire Daniels Fund 25,000

Al Darr Fund 100,000

John Richard Blossman Fund / Bob & Linda Mayer 25,000

Quality Steel & IPS Fund 50,000

Raymond & Holly Murray Scholarship Fund 25,000

CHS Fund 75,000

Missouri PGA Fund 200,000

Georgia PGA Fund 75,000

Pacific/NW PGA Fund 28,167

Mississippi PGA Fund 75,000

Illinois PGA Fund 50,000

PMA of Kansas / Beth Johnson Fund 75,365

Corporate Partners Program Fund 151,823

Change in net assets 292,704

Total net assets 3,199,275

Total liabilities and net assets 3,204,153

National Propane Gas FoundationStatement of Financial Position

As of December 31, 2017

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General Joe Rose Roy Willis Carl & Cheryl Gene & Joann Corporate December December December FY2018Scholarship Scholarship Scholarship Hughes Bissell Partners YTD YTD YTD Year End Annual Year End

Fund Fund Fund Fund Fund Fund Total Budget Variance Forecast Budget VarianceREVENUE: Contributions Unrestricted 6,830$ -$ -$ -$ -$ -$ 6,830$ -$ 6,830$ 6,830$ -$ 6,830$

Membership Dues 2,350 2,350 2,550 (200) 2,350 2,550 (200)

Meeting Sponsorships - - - - 929 800 129

Corporate Partners Campaign 42,600 42,600 46,150 (3,550) 42,600 46,150 (3,550)

Donated Services Corp. Partners Advertising - - - - 9,335 9,335 -

2018 Silent Auction- Winter Board Meeting - - - - 26,690 26,690 -

Amazon Smile Program 210 210 - 210 210 - 210

Interest/Dividends 53,602 53,602 53,602 - 54,685 53,640 1,045

Investment Income - Mutual Funds 8,291 8,291 6,470 1,821 8,291 6,470 1,821

Long Term Investment Income -

Spending Policy for Awards & Operations 28,390 28,390 28,390 - 34,068 34,068 -

Scholarship Funding From FY 2017:

Rollover Awards 2,000 2,000 2,000 - 4,000 4,000 -

At Large Awards - Silent Auction Funding 4,000 4,000 4,000 - 8,000 8,000 -

Propane Days Awards Drawing - Silent 2,500 2,500 2,500 - 5,000 5,000 -

Auction Funding

TOTAL REVENUE 150,773 - - - - - 150,773 145,662 5,111 202,988 196,703 6,285

EXPENSE: Scholarships Awards 63,500 63,500 63,500 - 110,000 112,000 2,000

Scholarships Awards - Rollover 2,000 2,000 2,000 - 4,000 4,000 -

At Large Awards - 2017 Silent Auction Funding 4,000 4,000 4,000 - 8,000 8,000 -

Propane Days Awards Drawing - 2017 Silent 2,750 2,750 2,750 - 5,500 5,000 (500)

Auction Funding

Donated Services CP Advertising - - - - 9,335 9,335 -

Silent Auction- Winter 2018 Board Meeting - - - - 2,100 2,100 -

Management Services 27,459 27,459 27,459 - 31,000 31,000 -

Audit Fees 7,650 7,650 7,650 - 7,650 7,650 -

Investment Fees 9,507 9,507 9,507 - 10,575 10,575 -

Website Maintenance 687 687 687 - 1,249 810 (439)

Postage 283 283 283 - 480 480 -

Printing 1,347 1,347 783 (564) 1,347 783 (564)

Business Travel - - - - 1,000 1,670 670

Meetings 1,689 1,689 1,689 - 3,000 3,000 -

Miscellaneous 270 270 270 - 300 300 -

TOTAL EXPENSE 121,142 - - - - - 121,142 120,578 (564) 195,536 196,703 1,167

NET OPERATING REVENUE 29,631 - - - - - 29,631 25,084 4,547 7,452 - 7,452

Contributions Restricted - 24,079 30,500 200 25,000 79,779 - 79,779 79,779 - 79,779

2018 Silent Auction for Corporate Partners Fund - - - - 25,410 25,410 -

Corporate Partners Contributions - Restricted - - - - - - -

Corporate Partners Interest/Dividends - 3,464 3,464 - 3,464 3,464 - 3,464

Realized Investment Earnings 3,432 1,214 4,646 - 4,646 4,646 - 4,646

Unrealized Investment Earnings 199,831 12,243 212,074 - 212,074 212,074 - 212,074

Offset for LT Investment Income -

Spending Policy for Operations (28,390) (28,390) (28,390) - (34,068) (34,068) -

Scholarship Funding Offsets From FY 2017 (8,500) (8,500) (8,500) - (17,000) (17,000) -

NET REVENUE 196,004$ 24,079$ 30,500$ 200$ 25,000$ 16,921$ 292,704$ (11,806)$ 304,510$ 281,757$ (25,658)$ 307,415$

NATIONAL PROPANE GAS FOUNDATIONFY 2018 COMPARATIVE STATEMENTS OF ACTIVITIES

FOR THE PERIOD MARCH 1, 2017 THROUGH DECEMBER 31, 2017

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NATIONAL PROPANE GAS FOUNDATIONDRAFT BUDGETFY 2019 (MARCH 1, 2018 - FEBRUARY 28, 2019)

(A) (B) (C) (D)FY 2017 FY 2018 FY 2018 FY 2019

Year-End Approved Year-End DraftActual Budget Forecast Budget

3/1/16- 2/28/17 3/1/17 - 2/28/18 3/1/17 - 2/28/18 3/1/18 - 2/28/19RevenueContributions - Unrestricted 4,446$ -$ 6,830$ -$ Membership Dues 2,550 2,550 2,350 2,350 Meeting Sponsorships 823 800 929 925 Corporate Partners Campaign 46,150 46,150 42,600 42,600 Donated Services - Corp. Partners Advertising 9,335 9,335 9,335 9,335 2018 Silent Auction - Winter Board Meeting - 26,690 26,690 - Amazon Smile Program 23 - 210 250 Golf Tournament 30,863 - 30,870 Interest/Dividends 53,776 53,640 54,685 55,610 Investment Income - Mutual Funds 6,470 6,470 8,291 7,380 Long Term Investment Income - Spending Policy for Awards & Operations 37,818 34,068 34,068 39,840

Scholarship Funding From Previous Year Rollover Awards 2,500 4,000 4,000 2,000 At Large Awards - Silent Auction Funding 17,500 8,000 8,000 8,000 Propane Days Drawing Awards - Silent Auction Funding - 5,000 5,000 5,000 Total Revenue 212,254 196,703 202,988 204,160

ExpenseScholarship Awards 114,500 112,000 111,000 114,000 Scholarship Awards Rollover 3,000 4,000 4,000 2,000 At Large Awards - Silent Auction Funding 4,500 8,000 8,000 8,000 Propane Days Drawing Awards - Silent Auction Funding - 5,000 5,500 5,000 Donated Services - Corp. Partners Advertising 9,335 9,335 9,335 9,335 Silent Auction - Winter 2018 Board Meeting - 2,100 2,100 - Golf Tournament 7,297 - - 7,280 Management Services 31,000 31,000 31,000 31,000 Audit Fees 7,300 7,650 7,650 7,900 Investment Fees 10,423 10,575 10,575 11,600 Website Maintenance 587 810 1,249 1,250 Postage 445 480 480 480 Printing 505 783 1,346 1,345 Business Travel 1,290 1,670 1,000 1,670 Meetings 4,358 3,000 3,000 3,000 Legal / IRS Filing Fees 400 - - - Miscellaneous 314 300 300 300 Total Expense 195,254 196,703 196,535 204,160

Net Operating Revenue 17,000 - 6,453 -

Contributions - Restricted 101,116 - 79,779 Silent Auction Funds for Corporate Partners Capital Fund 33,839 25,410 25,410 Scholarship Funding Offsets From Previous Year (17,000) (17,000) (15,000) Corporate Partners Contributions - Restricted - - Corporate Partners Interest/Dividends 2,482 - 3,464 Realized Investment Earnings (269) - 4,646 Unrealized Investment Earnings 236,867 - 212,074 Offset for LT Investment Income - Spending Policy for Operations (40,318) (34,068) (34,068) (39,840)

Propane Museum Revenue 65,594 Propane Museum Expense (65,594)

Net Revenue 350,717$ (25,658)$ 280,758$ (54,840)$

Notes:FY 2019 Draft Budget builds in a spending policy percentage of: 1.4652%Number of additional $1,000 At-Large Scholarships included in draft budget: 8

Highlight Color Key:Green - Golf TournamentScholarship Funding From Previous YearYellow - Silent Auction - Winter 2018 Board Meeting

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National Propane Gas Foundation

Golf Fore Education Tournament

FY 2016/17 FY 2018/19

Asheville Houston

Actuals Budget

Revenue

Singles @ $250 4,750$ 4,750$

Foursomes @ $1,000 3,000 3,000

Scholar Sponsor 7,500 7,500

Other Sponsors 6,000 6,000

Hole Sponsors 5,250 5,250

Prize Sponsor 750 750

Rinnai Raffle 1,520 1,520

AePEX Fireball & Tequilla Shots 65 80

Prize Raffles 790 790

Games 990 990

Yellow Ball 240 240

Beer Cart Sales / Non-NPGA 8 -

Total Revenue 30,863$ 30,870$

Expenses

Golfers 47 47

Green, Range & Cart Fees @ $65/golfer 3,055.00$ 3,055.00$

Box Lunch 558.01 560.00

Reception/Prize Ceremony 678.71 680.00

Beer/Sodas/Water Donated 900.00

Gratuity 500.00 500.00

Supplies 64.64 65.00

Prizes 1,020.00 1,020.00

Signage (Sponsors) 1,421.04 500.00

Total Expenses 7,297.40$ 7,280.00$

Net Revenue 23,565.60$ 23,590.00$

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National Propane Gas Foundation

@ 1.5% @ 1.4652% @ 1.4% @ 1.3% @ 1.2%

Long Term Fund @ 12/31/17 $2,719,173

Spending Policy Amount $40,788 $39,840 $38,068 $35,349 $32,630

Long Term Investment Income

Spending Policy Scenarios for FY 2017/18 Draft Budget

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 January 2018  

  

ARTICLE V

Standing Committees

Committees. There shall be four (4) standing committees:

1. Finance Committee, which shall meet prior to each regularly scheduled meeting to review the financial statements provided by NPGA and to make recommendations to the Scholarship Committee on matters such as the annual budget.

2. Fundraising Committee, which shall plan and coordinate fundraising activities. 3. Scholarship Selection Committee, which shall review scholarship applications and make

award decisions in accordance with the Scholarship Selection Committee Rules and Procedures.

4. Membership Committee, which shall solicit new memberships, welcome and inform new members of participation opportunities, correspond with members when appropriate, ensure the payment of dues, and make recommendations for honorary memberships.

Appointments. Appointments to standing committees shall be made by the Chair of the Scholarship Committee. The Scholarship Committee Chair, in consultation with the Vice Chair, shall also appoint the Chair and Vice Chair of standing committees.

Terms. Standing committee Chairs shall serve two-year terms, except in the case of the Finance Committee Chair whose term shall be coterminous with his/her service as Treasurer. Standing Committee Chairs and Vice Chairs may be reappointed to subsequent terms.

Rules and Procedures. The Finance and Selection Committees shall have written rules and procedures approved by THE STEERING COMMITTEE. The Finance Committee rules shall be ratified by the Trustees as well.

Dual Offices. Officers of the Scholarship Committee may not serve as either Chair or Vice Chair of a standing committee, except in the case of the Finance Committee whose Chair shall be the Treasurer of the Scholarship Committee. No member of the Scholarship Committee may serve as Chair of more than one standing committee.

ARTICLE VI

Finance

Financial Reporting. The NPGA Chief Financial Officer shall prepare financial statements and submit such statements to the Finance Committee in advance of each regularly scheduled meeting.

Audit Policy. The accounts and transactions of the Foundation shall be audited in conjunction with the annual NPGA audit.

Fiscal Year. The fiscal year shall begin March 1 and close on the last day of February.

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To:   NPGF Steering Committee and NPGF Scholarship Committee 

From:   Lori Dec, NPGA Scholarship Coordinator 

Re:    Child Definition/Age Requirement for a NPGF Scholarship Applicant   

Date:   1/22/18 

_____________________________________________________________________________ 

I was asked to research what other scholarship programs have in place as an age limit for their 

“child/student” applicants. Jeff Petrash, NPGA Vice President & General Counsel cleared the 

way for this research with the National Scholarship Providers Association and other resources 

after stating age discrimination strictures apply to “employees” and he was not aware of any 

limitations in the scholarship application context.   

Many scholarships programs do list an age in their eligibility criteria on their websites.  A few examples include:  Dolphin Scholarship Foundation ‐ http://www.dolphinscholarship.org/index.cfm/scholarships/eligibility‐requirements/  Fisher House Foundation ‐ http://www.militaryscholar.org/sfmc/apply.html  Triangle Community Foundation – George and Mary Newton Scholarship ‐ http://trianglecf.org/award/george‐and‐mary‐newton‐scholarship/  Below lists general information on how various entities classify age. 

A. For IRS purposes to meet the “child” test, a child must be younger than the parent and either younger than 19 years old and to be a student, younger than 24 years old as of the end of the calendar year.  There is no age limit if one’s child is permanently and totally disabled.    

B. Students who play sports at the college level in the USA must be between the ages of 17 and 24. 

C. In the military, a child is a dependent through age 21, or through age 23, if enrolled as a full time college student. There is a law that permits parents to extend their medical insurance coverage to their children through the child's 26th birthday, but only if the child or their parents pay the full premium for that coverage. This law does not extend military dependency status to age 26 for any other purpose.  

 Although not explicitly stated above, a “child” cannot be married.  The NPGF Scholarship Fund is free to institute any age cut‐off and marriage limitation for a scholarship applicant however; it seems prudent to use the above as guidance.  I recommend this issue be an agenda item for the Steering Committee and Scholarship Committee meetings in Santa Barbara and discuss a motion for an age cut off and a marriage limitation.     

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