FUNDAMENTALS LABS

Use of Funds

Grant funds support direct learner access to market-literacy tools through time-bounded memberships and associated compute costs. The program is designed to minimize overhead and concentrate funding on student usage.

High-level allocation

Funds are applied to two primary categories:

  • Student memberships providing access to primary disclosure materials and educational features
  • AI compute costs associated with on-demand explanatory assistance requested by learners

No grant funds are allocated to salaries, content licensing, fundraising, or unrelated administrative expenses.

Student memberships

Memberships provide time-limited access for enrolled students to use Fundamentals Labs as part of coursework, independent study, or supervised academic programs.

  • Access to SEC filings presented for instructional use
  • Navigation and document-structure tools
  • Educational context and explanatory assistance

Memberships are issued at the cohort level and expire at the end of the instructional period unless renewed by a participating institution or sponsor.

AI compute costs

Assistive AI is used to help learners interpret terminology, structure, and context within complex disclosure documents. AI usage is metered and incurred only when a student actively requests assistance.

Compute costs are billed on a per-token basis by underlying model providers. Grant funds cover these costs as part of program delivery.

Cost recovery and program fee

Fundamentals Labs applies a transparent program fee to AI compute usage, expressed as a percentage of underlying model costs. This fee supports platform operation, monitoring, and instructional reliability.

The fee is treated as part of program delivery and may vary by model selection and usage patterns. All usage remains learner-initiated.

Fiscal sponsorship and fund administration

The program is intended to operate under a 501(c)(3) fiscal sponsor using Model A sponsorship. Grant funds are received, held, and disbursed by the sponsor in accordance with charitable purpose and donor restrictions.

Fundamentals Labs operates as a contracted technology provider at fair market value. Funds are applied only to approved program uses described on this page.

Explicit exclusions

Grant funds are not used for:

  • Investment advice, trading activity, or brokerage services
  • Performance-based compensation or commissions
  • General fundraising or marketing unrelated to the program
  • Individual stipends or cash equivalents
Donor preferences and restrictions

If your organization requires specific budget categorizations, caps, or reporting formats, we are happy to align program use of funds accordingly. Please share preferences through the contact form.