Thank you for reading the proposed revisions to the Constitution and By Laws of the Beta Chapter of Alpha Psi veterinary fraternity. 
These revisions have been worked and re-worked over the past year by a committee of Trustees, with the help of counsel.

 

All members of your Board of Trustees have approved the new document as presented here. 
A vote of approval of the members will be taken at a meeting to be held on June 7, 2008 at
 12:30 p.m. in the Centennial Room in Schurman Hall at Cornell College of Veterinary Medicine.


 

If you cannot attend the June 7 meeting and would like to ask a Trustee to provide your vote by proxy, contact one of us by June 5, 2008:

 

Kent Kay, ‘57, President

Email: kentkay@taconic.net

 

 

George Abbott, ’45, Vice President

Email: geodot@twcny.rr.com

 

 

Ann Huntington, ’77, Secretary

Email: alhdvm@aol.com

 

 

Morton Howe, ‘57, Treasurer

Email: drmortenator@gmail.com

 

 

Julie Smith, ’94, Liaison

Email:  jms4@cornell.ed

 

Jerry Bertoldo, ‘77

Email: gbertold@rochester.rr.com

 

Joanne Bicknese, ‘78

Email: locustwoodfarm@optonline.net

 

 

Jack Brennan, ‘52

Email: saranacjack@yahoo.com

 

 

Gene Ceglowski, ‘67

Email: rupvet@verizon.net

 

 

Robert Kirk, ‘46

Email: rkirk3@twcny.rr.com

 

 

Faith White, ‘77

Email:  shadeacres@aol.com

Phone: 607-648-9384 (H)

 

 

Diane Wittner, ‘86

Email:  dwittner@stny.rr.com


If you have any questions, comments or concerns about this document,
please contact Dr. Jack Brennan, by
Email at saranacjack@yahoo.com or by telephone at 518-355-0275.


BETA CHAPTER OF ALPHA PSI, INC.

 

RESTATED BYLAWS/CONSTITUTION

 

ARTICLE I

NAME, PURPOSE AND CREED

 

            1.1        Name.  The name of the Corporation shall be Beta Chapter of Alpha Psi, Inc. (hereinafter, the "Corporation").

 

            1.2        Purpose and Objective. The Corporation is organized and shall be operated exclusively for charitable and educational purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986, as amended (the "Code").  Specifically, the objective of the Corporation shall be to support the academic endeavors of the Cornell University College of Veterinary Medicine (the “College”), to provide service to the College and community, to provide opportunities for current students of the College to enhance their graduate school experience, and to serve as an alumni association and student association for the students and graduates of the College who are members of the Corporation.

 

ARTICLE II

MEMBERSHIP AND DUES

 

2.1               Membership.  The Corporation shall have four classes of membership:

 

(A)       Members of the Board of Trustees. The Board of Trustees shall consist of the only class of members entitled to vote.  Members of the Board of Trustees shall be Student or Alumni Members in good standing.  Their qualifications, actions and term of office are stated in Article III.

 

 (B)      Students.  Student Members shall consist of those students of the College who choose to join the Corporation.  Student Members may develop rules and regulations to conduct their campus activities, subject to the approval of the Board of Trustees.

 

(C)       Alumni.  Alumni Members shall consist of those individuals who have graduated from the College, and who were members of the Corporation while students or who choose to become members after graduation.

 

(D)       Honorary.  Honorary membership shall consist of those individuals who are selected as described by the Board of Trustees based on exemplary service to the Corporation or the College.

 

2.2        Dues.  There will be no dues for Alumni Members.  Alumni Members are encouraged to make a voluntary annual donation to the Corporation.  Student Member dues will be reviewed and set annually by the Board of Trustees.

 

2.3        Meetings and Communication.  Meetings of the members shall be held at a time and place determined by and publicized by the Board of Trustees prior to the meeting.   The Board of Trustees shall provide regular commication to the members regarding the affairs of the Corporation. 

 

ARTICLE III

BOARD OF TRUSTEES

 

            3.1        Powers and Duties.  The Board of Trustees shall manage and control the affairs of the Corporation, and shall have and may exercise all powers of the Corporation, subject to the provisions of the Bylaws, the Corporation’s Certificate of Incorporation, and the laws of the State of New York.  Additionally and specifically, it shall be the duty of the Trustees to:

 

(A)       Oversee and implement necessary and appropriate policies and procedures for the administration of the Corporation;

 

(B)       Review and approve budgets, payments, tax reports, and all financial affairs of the Corporation;

 

(C)       Purchase and sell real estate, contract mortgages, and otherwise transact real estate matters as needed and appropriate for the Corporation;      

 

(D)       Hire, supervise, contract and oversee employees and contractors to conduct financial, legal, construction, maintenance, and other services required by the Corporation;

 

(E)       Approve and oversee contracts for provisions of needed materials, labor, services, utilities, insurance, and other matters required and appropriate for the Corporation;

 

(F)        Initiate or respond to litigation, claims and negotiations as needed or appropriate for the Corporation;

 

(G)       Oversee and approve the drafting, adoption, and any subsequent revisions to the Bylaws and to Student Member rules and regulations;

 

(H)       Perform any and all duties imposed on them collectively or individually by law, by the Certificate of Incorporation, or by the Bylaws.

 

            3.2        Election and Terms of Office.  The number of members on the Board of Trustees of the Corporation shall be no fewer than three (3) Trustees, nor greater than twelve (12) Trustees.  The number constituting the entire Board will be set by resolution of the Trustees at the annual meeting.  Trustees will be at least eighteen (18) years of age. The Board will be divided into three classes so that in each year one third of the Board’s term will expire.  The Trustees will hold office for three-year terms; however, any Trustee elected to fill an unexpired term (whether resulting from death, resignation, or removal or created by an increase in the number of Trustees) shall hold office until the next election of Trustees. Trustees may serve up to three consecutive full terms.

 

                        (A)       Nominating Committee.  Each year at least three (3) current Trustees shall be appointed by the President of the Board to serve as a nominating committee.  This committee shall review the membership records and recruit new board members.  All board members shall be a member of the Corporation for at least one year. 

 

                        (B)       Representation of Decades, Geographic Areas.  The Board of Trustees will make a good faith effort to represent, to the greatest extent possible, the decades and geographic areas represented by the Members of the Corporation when it elects Trustees to the Board.  (For purposes of this Section, a “decade” refers to a period of time from January 1 of a year ending in zero through December 31 of a year ending in nine.)

 

                        (B)       College Appointment of Trustee.  The Dean of the College or his/her designee (“College Appointee”) shall serve ex-officio on the Board of Trustees, with a vote. The College Appointeee is in addition to the number of members stipulated in Section 3.2. The College Appointee shall, if possible, be an Alumnus of the Corporation.

 

            3.3        Annual Meeting.  The Board of Trustees shall hold an Annual Meeting at a time and place to be determined by the Board of Trustees for the purpose of electing the Board of Trustees and conducting such other business as may come before the Board. 

 

            3.4        Special Meetings.  Special meetings of the Board of Trustees may be called by the President, the Vice President, the Secretary, the Treasurer, or any two Trustees.  Such meetings shall be held at the place designated by the person or persons calling the special meeting.

 

            3.5        Notice of Meetings. 

                        (A)       Meetings.  At least fourteen (14) days prior, notice shall be given by the Secretary of the Corporation to each Trustee of each annual or special meeting of the Board. Such notice may be oral or written, may be given personally, by first class mail, by electronic mail, by telephone or by facsimile machine, and shall state the place, date and time of the meeting and the matters proposed to be acted upon at the meeting. In the case of electronic mail or facsimile notification, the Trustee to be contacted shall acknowledge personal receipt of the electronic mail or facsimile notice by a return message or telephone call within twenty-four hours of the first electronic mail or facsimile transmission.

 

                        (B)       Waiver of Notice.  A written waiver signed at any time by a Trustee entitled to notice shall be the equivalent to the giving of notice.  The attendance of any Trustee at a meeting without protesting the lack of proper notice at the beginning of the meeting shall be deemed to be a waiver by such Trustee of notice of the meeting.

 

            3.6        Participation in Meetings. A Trustee may participate in a meeting through the use of any means of communication enabling all Trustees participating in the meeting to hear one another, and participation in a meeting shall constitute presence in person at such meeting.

                       

            3.7        Quorum.  A majority of the Trustees then in office shall constitute a quorum for the transaction of business.

 

            3.8        Actions by Board of Trustees.  Unless otherwise required, the act of the vote of a majority of the Trustees present at a meeting at which a quorum is present shall be the act of the Board of Trustees.  If a quorum shall not be present at any meeting of Trustees, a majority of the Trustees present at such meeting may adjourn the meeting from time to time, without notice other than announcement at the meeting, until a quorum shall be present.   Where the board must act by affirmative vote of two-thirds of the “entire Board”, the entire Board shall mean the maximum number of Trustees authorized by the annual resolution of the Board as provided in Section 3.2, regardless of whether there are any vacancies. 

 

            3.9        Conduct of Meetings.  Meetings of the Board of Trustees shall be presided over by the President, or, if no such person has been so designated or, in his or her absence, the President of the Corporation or, in his or her absence, by the Vice President of the Corporation or, in the absence of each of these persons, by a Chairperson chosen by a majority of the Trustees present at the meeting. Meetings shall be governed by such procedures as may be approved from time to time by the Board of Trustees, insofar as such rules are not inconsistent with or in conflict with the Certificate of Incorporation, these Bylaws or with provisions of law.

 

            3.10      Minutes.  The Secretary shall record the minutes of each meeting of the Board of Trustees and upon adoption by the Board of Trustees shall retain such minutes with the permanent records of the Corporation. In the absence of the Secretary, the Officer presiding at the meeting shall appoint another person to act as Secretary of the meeting.

 

            3.11      Consent to Action without a Meeting.  Any resolution in writing, approved and signed by all of the Trustees entitled to vote, shall have the same force and effect as if the same were approved by the Trustees at a meeting duly noticed and held for that purpose, and such resolution shall be recorded by the Secretary in the minutes of the Corporation.  A resolution may be approved by unanimous electronic vote of the Board of Trustees provided to the Secretary who shall maintain a record of all such electronic votes with the minutes of the Corporation.

 

            3.12      Compensation.  No Trustee shall receive compensation for services rendered to the Corporation in such capacity, but Trustees shall be entitled to reimbursement for reasonable and necessary expenses actually incurred in connection with the performance of their duties in the manner and to the extent that the Board shall determine.  Notwithstanding the foregoing, the Corporation shall provide no reimbursement for expenses or compensation other than those reasonable and necessary in furthering the Corporation's purposes.  Trustees may receive reasonable compensation for services performed in other capacities for or on behalf of the Corporation pursuant to authorization by the Board of Trustees, subject, however, to Article IX of the Bylaws ("Conflicting Interests").

 

            3.13      Vacancies.  Vacancies on the Board of Trustees shall exist (1) on the death, resignation or removal of any Trustee, and (2) whenever the number of authorized Trustees is increased. Any vacancy in the Board of Trustees may be filled by the affirmative vote of a majority of all remaining Trustees at a duly called meeting of the Board even though such remaining Trustees may be less than a quorum.  A Trustee elected to fill a vacancy shall serve until the next meeting at which Trustees are elected and until such Trustee's successor is elected and qualified.

 

            3.14      Resignations.  The resignation of any Trustee shall be in writing and shall be effective immediately upon receipt by the Secretary, if no time is specified, or at such later time as the resigning Trustee may specify and the Corporation shall accept.  Notwithstanding the foregoing, any Trustee who has not provided advance notice of a valid excuse to the President and who misses three consecutive meetings shall be deemed to have resigned from the Board.

 

            3.15      Leave of Absence.  Any Board member may for any reason request a leave of absence up to a maximum of one year, which the President or Vice President may approve at his/her discretion. A Board member who will not be returning to his/her Board position at the conclusion of a leave shall notify the President or Vice President in writing as soon as practicable. In the absence of written notification, failure to return from leave shall be deemed a resignation..

 

            3.16      Removal of Trustees.  The Board of Trustees at a meeting duly noticed and held may remove any Trustee with or without cause, provided that the notice of such meeting shall include notice of the proposed removal.  The Trustee sought to be removed shall have no right to vote with respect to any such action.

 

ARTICLE IV

COMMITTEES OF THE BOARD

 

            4.1        Creation.  The Board of Trustees may designate, at any meeting of the Corporation, two or more Trustees to constitute standing or ad hoc Committees of the Board.  Each Committee shall select from among its number a Chairperson.  In addition to the foregoing Committees, the Board of Trustees or the President may appoint one or more Trustees and/or one or more other persons, not Trustees, to serve as one or more advisory committees, but which shall have no power to exercise any power of the Board of Trustees.

 

            4.2        Executive Committee.  The Board of Trustees shall have an executive committee which shall consist of the Officers of the Board. The executive committee shall have all the authority of the Board except regarding the matters listed in Section 4.4.

 

            4.3        Finance Committee.  The Board of Trustees shall have a finance committee which shall consist of the Treasurer, who shall be the Chairperson of the committee, and a minimum of two and maximum of four additional Board members appointed by the President plus a representative from the Corporation’s accounting firm. The finance committee shall have authority to supervise the financial affairs of the Corporation, including, without limitation, formulating an annual operating budget to be approved by the Board, planning for capital expenditures, and managing Corporation investments.

 

            4.4        Powers.  A Committee shall have such functions and may exercise such power of the Board of Trustees as may be delegated lawfully and as provided in the resolution or resolutions creating such Committee or Committees; provided, however that the creation of such Committee or Committees shall not operate to relieve the Board of Trustees, any individual Trustee, or the Officers of any responsibility imposed on such persons by law. Notwithstanding any provision of this Article or the Bylaws to the contrary, no Committee shall have any power to:

 

(A)       Fill vacancies on the Board of Trustees or any of its Committees.

 

(B)       Amend the Certificate of Incorporation.

 

(C)       Adopt, amend, or repeal the Bylaws.

 

(D)       Amend or repeal any resolution of the Board of Trustees.

 

(E)       Approve a plan of merger; approve a sale, lease, exchange or other disposition of all, or substantially all, of the property of the Corporation.

 

(F)        Approve a proposal to dissolve the Corporation.

 

            4.5        Vacancies.  The President shall appoint a Board Member to fill any Vacancies on Committees.

 

            4.6        Meetings, Notices, and Quorum.  All Committees other than advisory committees shall have the same requirements for: (a) Meetings and Notices, (b) Quorum, and (c) Action Without a Meeting as those set forth in Article III with respect to the conduct of business by the Board of Trustees, except that Committees shall not be required to hold annual meetings.

 

            4.7        Minutes.  Each Committee shall keep regular minutes of its proceedings and report the same to the Board of Trustees, and such minutes shall be retained with the permanent records of the Corporation.

 

ARTICLE V

OFFICERS

 

            5.1        Offices, Appointment, Term and Vacancies.  The Officers of the Corporation shall consist of a President, Vice President, Secretary, Treasurer and Liaison.  The Trustees shall elect all of the foregoing Officers and may elect such other Officers as they deem appropriate.  Except for the President and Secretary, the same person may hold any two or more offices. Officers shall be elected at the annual meeting of the Board of Trustees for a term extending until the next succeeding annual meeting.  Each such elected Officer shall hold office for the term for which he or she is elected and until his or her successor has been elected and qualified.  Vacancies may be filled or new offices may be established and filled at a duly called meeting of the Board of Trustees by the affirmative vote of a majority of the Trustees, even though such voting Trustees may be less than a quorum.

 

            5.2        President.  The President shall be the Chief Executive Officer of the Corporation and shall, subject to the control of the Board of Trustees, supervise and control the affairs of the Corporation and the activities of the Officers. He or she shall perform all duties incident to his or her office and such other duties as may be required by law, by the Certificate of Incorporation or by these Bylaws or which may be prescribed from time to time by the Board of Trustees. Unless another person is specifically appointed as Chairperson of the Board of Trustees, the President shall preside at all meetings of the Board of Trustees.  The President shall be an Alumni Member for at least one year prior to his or her election.

 

            5.3        Vice President.  In the absence of the President, the Vice President shall perform the President's duties.  The Vice President shall also perform such other duties as may be assigned to him or her, or specifically required to be performed by him or her, by these Bylaws, by the Board of Trustees or by the President.

 

            5.4        Secretary.  The Secretary shall give or arrange to be given due notice of all meetings of the Corporation and of the Board of Trustees, shall keep the minutes of the proceedings of the meetings of the Corporation and of the Board of Trustees, and shall act as custodian of all records and reports of the Corporation and of the Board of Trustees and of the seal of the Corporation.  In addition, the Secretary shall perform such other duties as may from time to time be assigned to him or her by the Board of Trustees or by the President, or specifically required to be performed by the Bylaws or by law.  In the event that the office of the Treasurer shall not have not have been filled by the Board of Trustees, the Secretary shall perform the duties incident to the office of Treasurer.

 

            5.5        Treasurer.  The Treasurer shall supervise the receipt and custody of the Corporation's funds; cause to be kept correct and complete books and records of account, including full and accurate accounts of receipts and disbursements in books belonging to the Corporation; assume responsibility for all funds and securities of the Corporation; prepare, distribute and retain or cause to be prepared, distributed and retained all reports, records and returns required by law regarding the Corporation's financial status; and perform such other duties as may be assigned to him or her, or specifically required to be performed by him or her, by the Board of Trustees or by the President.

 

            5.6        Liaison.  The Liaison shall be responsible for the publication and mailing of news of interest to the alumni.  He or she shall keep and maintain a list of faculty interested in attending the Corporation’s functions, and shall distribute invitations as appropriate.  He or she shall also be responsible for bringing the alumni in closer contact with the College’s students and faculty.

 

            5.7        Removal.  Any Officer of the Corporation may be removed at any time, with or without cause, by resolution adopted by the affirmative vote of a majority of all of the Trustees then in office, but without prejudice to such Officer's contract rights, if any. This provision shall be superseded by any conflicting terms of a contract which has been approved or ratified by the Board of Trustees relating to the employment of any Officer of the Corporation.

 

            5.8        Resignations.  The resignation of any Officer shall be in writing and shall be effective immediately upon receipt by the Secretary, if no time is specified, or at such later time as the resigning Officer may specify and the Corporation shall accept.

 

ARTICLE VI

INDEMNIFICATION

 

            6.1        Indemnification.  The Corporation shall indemnify any person made or threatened to be made a party to any action or proceeding by reason of the fact that he or she is or was a trustee, officer or member of the Corporation, against judgments, penalties, fines, settlements and reasonable expenses actually incurred, including those expenses actually incurred prior to the final disposition of the proceeding, to the full extent and in such circumstances as is permitted by law, including, but not limited to legal fees and disbursements.  Such right to indemnification shall continue as to a person who has ceased to be a trustee, officer or member of the Corporation, and shall inure to the benefit of the heirs, executors and administrators of such person.  The indemnification provided for herein shall not be deemed exclusive of any other rights to which those seeking indemnification may be entitled under any bylaw, agreement, vote of disinterested directors or trustees, or otherwise.  Nothing contained in this section shall affect any rights to indemnification to which a party may be entitled to by contract or otherwise by law.  No indemnification shall be made if such indemnification would be inconsistent with a provision of the Articles of Incorporation, the Bylaws, or a resolution of the Board of Trustees, in effect at the time of the occurrence of the event giving rise to the alleged cause of action asserted in the threatened or pending action or proceeding, which prohibits or otherwise limits such indemnification.  The Corporation shall not indemnify any person if a judgment or other final adjudication adverse to the indemnified person (or to the person whose actions are the basis for the action or proceeding) establishes, or the Board of Trustees in good faith determines, that such person’s acts were committed in bad faith or were the result of active and deliberate dishonesty and were material to the cause of action so adjudicated, or that he or she personally gained in fact a financial profit or other advantage to which he or she was not legally entitled.

 

 

ARTICLE VII

FINANCIAL MATTERS

 

            7.1        Checks and Notes.  The Board of Trustees will authorize, by resolution, any and all designated signatories to checks, drafts, promissory notes, orders for the payment of money and other evidence of indebtedness of the Corporation.

 

            7.2        Investments.  The funds of the Corporation may be retained in whole or in part in cash or be invested and reinvested from time to time in such property, real, personal, or otherwise, including stocks, bonds or other securities, as the Board of Trustees deems desirable.

 

            7.3        Execution of Instruments.  The Board of Trustees, except as otherwise provided in these Bylaws, may by resolution authorize any Officer or agent of the Corporation to enter into any contract or execute and deliver any instrument in the name of and on behalf of the Corporation, and such authority may be general or confined to specific instances. Unless so authorized, no Officer, agent or employee shall have any power or authority to bind the Corporation by any contract or engagement, or to pledge its credit or to render it liable monetarily for any purpose or in any amount.

 

            7.4        Deposits, Gifts.  All funds of the Corporation shall be deposited at least monthly to the credit of the Corporation in such banks, trust companies or other depositories as the Board of Trustees may select. The Board of Trustees may accept on behalf of the Corporation any contribution, gift, bequest or devise for the nonprofit purposes of this Corporation.

 

            7.5        Voting Upon Shares of Other Corporations.  Unless otherwise directed by the Board, the President shall have full power and authority on behalf of the Corporation to vote either in person or by proxy at any meeting of shareholders of any corporation in which this Corporation may hold shares, and at any such meeting may possess and exercise all of the rights and powers incident to the ownership of such shares which, as the owner, this Corporation might have possessed and exercised if present.  The Board may confer like powers upon any other person and may revoke any such powers as granted at its pleasure.

 

            7.6        Loans to Trustees and Officers.  The Corporation shall not make loans to Trustees or Officers of the Corporation.

 

 

ARTICLE VIII

AMENDMENTS

 

8.1        Amendment.  The Bylaws may be altered, amended or repealed, and new Bylaws may be adopted, by two-thirds (2/3) of the entire Board of Trustees at a duly called meeting provided the notice for the meeting includes a copy of the proposed changes.

 

8.2        Conflicts.  Any amendment of the provisions of the Bylaws that conflict with any provision of the Articles of Incorporation shall be null and void.

 

ARTICLE IX

CONFLICTING INTERESTS

 

9.1        Conflicting Interests.  A potential conflict of interest exists when the Corporation is considering a transaction in which:

 

(A) the Trustee or Officer or a “related person” is a party to the transaction or has a beneficial financial interest in or is so closely linked to the transaction that the interest would reasonably be expected to exert an influence on the Trustee or Officer’s judgment if he or she were called upon to vote on the transaction; or

 

(B) any of the following persons is either a party to the transaction or has a beneficial financial interest in or is so closely linked to the transaction that the interest would reasonably be expected  to exert an influence on the Trustee or Officer’s judgment if he or she were called upon to vote on the transaction; (i) an entity, other than the Corporation, of which the Trustee is a director, general partner, agent or employee; (ii) a person that controls one or more of the entities specified in (B) (i), or an entity that is controlled by or under common control of an entity specified in (B) (i); or (iii) an individual who is a general partner, principal or employer of the Trustee or Officer.

 

(C)  A potential conflict of interest may also exist when a Trustee, Officer or “related person” serves as Trustee, Officer or staff member of an organization which competes with the Corporation or when a Trustee, Officer or “related person” aids, financially or otherwise, such competing organization.

 

9.2        Related Person.  Related Person of a Trustee or Officer means (A) the spouse or the “in-laws” thereof, or a child, grandchild, sibling or parent of the Trustee or Officer, or the spouse of any thereof, or an individual having the same home as a Trustee, or a trust or estate of which an individual specified in this subparagraph is a substantial beneficiary, or (B) a trust, estate, incompetent, conservatee, or minor of which the Trustee or Officer is a fiduciary.

 

9.3        Excess Benefit Transactions.  No Trustee or Officer of the Corporation may engage in any excess benefit transaction as defined in section 4958 of the Internal Revenue Code.

 

9.4        Approving Transactions. No transaction involving a conflicting interest shall be approved except as permitted as follows:

 

(a)        Action by Board of Trustees:

 

1.       Approval shall be by the affirmative vote of a majority, but no fewer than two, of those members of the Board of Trustees (or a committee thereof) who do not have a conflicting interest with respect to the transaction. Also unqualified are any Trustees with a familial, financial, professional or employment relationship with the subject Trustee which relationship would reasonably be expected to exert an influence on the Trustee’s judgment when voting on the transaction;

 

2.       Each person with a conflicting interest with respect to a transaction shall disclose the nature of such interest and all material facts relating thereto.

 

 (b)       The transaction, judged according to the circumstances at the time of commitment, is established to have been fair to the Corporation.

 

9.5        Disclosure Requirements.  At the time of their appointment, each Trustee or Officer of the Corporation may be asked to complete a disclosure statement identifying all related parties of the Trustee or Officer who have a conflicting interest with respect to any transaction between such person and the Corporation.  These statements will be kept on file at the Corporation's office, and copies will be distributed to all Board members for their reference. These statements will be updated annually on or by January 15, and any additions or other changes shall be made by the Trustee or Officer in writing as they occur.

 

            9.6        Violations of the “Conflicting Interests” Policy.  If the Board or committee has reasonable cause to believe that a Trustee or Officer has failed to disclose actual or possible conflicts of interest, it shall inform the Trustee or Officer of the basis for such belief and afford him or her an opportunity to explain the alleged failure to disclose. If, after hearing his or her response and after making further investigation as warranted by the circumstances, the Board or committee determines the Trustee or Officer has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

 

ARTICLE X

PERIODIC REVIEWS

 

10.1      Periodic Reviews.  To ensure the Corporation operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted.  The periodic reviews shall, at a minimum, include the following subjects:

 

(A)       Whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arm’s length bargaining.

 

(B)       Whether partnerships, joint ventures, and arrangements with management organizations conform to the Corporation’s written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction.

 

10.2      Outside Experts.  When conducting the periodic reviews as provided for above, the Corporation may, but need not, use outside advisors.  If outside experts are used, their use shall not relieve the Board of its responsibility for ensuring periodic reviews are conducted. 

 

ARTICLE XI

EXPENDITURE AUTHORITY

 

            11.1      Purpose of Contributions.  The Corporation shall have the power to make contributions and to render other financial assistance for its charitable purposes.

 

            11.2      Exclusive Power in the Board of Trustees.  The Board of Trustees has exclusive control over contributions, grants and other financial assistance given by the Corporation.  The Board of Trustees will review all requests for funds, which must be in writing and must specify the use to which the funds will be put.  If the Board of Trustees approves a request for funds, only the Board may authorize payment of such funds to the approved recipient.