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HomeMy WebLinkAboutItem 5.1 Tri-VlyYouthRptCardProject J CITY CLERK File # ~[!]~[Q]-[X][Q] ~ . AGENDA STATEMENT CITY COUNCIL MEETING DATE: October 15,1996 SUBJECT: Written Communication: Letter dated September 30, 1996 from Tri-Valley Community Fund Requesting Contribution To "Tri-Valley Youth Report Card Project" (prepared By: Paul Rankin, Assistant City Manager) EXlllBITS ATTACHED: I. Brochure describing Tri-Valley Community Fund Activities 2. Letter from Stephen V. Brooks, Executive Director Tri-Valley Community Fund RECOMMENDATION: ~ Receive Presentation. FINANCIAL STATEMENT: Requested contribution from the City of Dublin is $2,500. The adopted Fiscal Year 1996/97 Budget did not include funding specifically for this project. DESCRIPTION: The Tri-Valley Community Fund has undertaken a special project entitled "Tri- V alley Youth Report Card." The project involves a research and analysis program to reveal ee current pressing issues and challenges facing teenagers in this area. . . The Tri-Valley Community Fund is an affiliate of the East Bay Foundation. The non-profit entity collects contributions from the community and distributes grants to various non-profit entities providing services and programs within the Tri-Valley. In addition to annual fundraising campaigns the organization also maintains an Endowment Fund to address future needs. Exhibit I provides an overview of activities undertaken by the organization, including the "Tri-Valley Youth Report Card." project, discussed as part of this agenda item. Attached as Exhibit 2 is the letter soliciting a contribution from the City, related to the current study project. The effort initially involves r<<;lsearch and analysis of data as well as conducting interviews. As described, the Foundation intends to conduct focus groups involving both teenagers and parents. In addition, 800 interviews will be conducted with Tri-Valley teenagers. The initial methodology has been reviewed by an Advisory Committee comprised of representatives from various sectors in the community. The Advisory Committee will also be involved as the study proceeds. The intent is to produce a report which can guide community decision makers, in selecting effective solutions to challenges facing the youth population. . COPIES TO: Stephep. Brooks, Executive Director Tri- Valley Community Fund ITEM NO. 5. / Wee-forms/agd 85tm t.doe In the past, the City of Dublin has been directly involved in efforts to review issues related to teenagers. In June of 1995, the City Council appointed a Teen Task Force. Prior to the appointment of the Task' Force the City sponsored a "Teen Forum" to identify issues facing teens. Based on this information along with specific recommendations by the Teen Task Force, the City has refined the programs offered to teenagers through the City Parks and Community Services Department. The Task Force recommendations were formally presented to the City Council approximately one year ago, at a meeting. on October 24, 1995. The current request by the Tri-Valley Community Fund, is a contribution from the City of Dublin of $2,500. As identified in an attachment to the request, the total budget for the Study is $50,000. Mr. Brooks has indicated that broad base financial support for the project has been sought from: the five cities in the Tri-Valley; corporate and business sponsors; and service clubs. Mr. Brooks will be available to present information related to the project funding at the City Council meeting. Funding was.not included in the adopted City of Dublin Fiscal Year 1996-97 budget. In the event that the City Council decides to fund a contribution, it will be necessary for the City Council to authorize an Additional Appropriation from Unappropriated Reserves. Staff would recommend that the City Council receive the presentation by the Tri-Valley Community Fund. ,r . . .. . . . rt,,~t'.k: . Fl/~a'~ponsors . A'dr '{P....,...".. ,;,..,,,, ' :'u, ha "r e tne~~~hanefges ..':",~-j~. ;.{f': :;::,.1... ~./I.~.':;H ';)ld 0; ':.~or~l~~!ti.ties fagjpg ~ll€:Trl- Y~~ley y ~gJh f':s;':' >. ~ . . j<:; "' t~t~t ~:/" .l.'~'tt...a-i' I, j'i--".' . ",.., ~~~i:. Also in this i.siue: r~lley ~~mm~nitY He~lth ,ter faceS';gr01Ylng dernand ,~,;~~.'.;~.~;.".;" :i~~'~:,.. . . :.i~,~~. . ',',7'" . l';:,' ' "\j,/' ~'~\.. .. '.J.,~~~~.' ~' ;~ !" ~:'. .. I'~)ig aH~~etions)op $loq,900 1;, ~~~ :.' t N ~W S pealiers B diTeau i'I"- <;'r .. of~~rs variety of tppics ~. ~...' lii D~iegate~"organi~-~~:tQ . ~';\';' :1,. ".,,0 ". extend reach of Fuhd nt';f'. '~,:i". !~t): ,~ ,....:.~ I . }.j'~III'.. t.~:".., " "... '.' *ii,,:',.>. :\II! .....'. .... ~ f, .' " " ~J:.' .. '",", . t" , .'1:." : :' /0.<.....:. ..... J'r-,:- 'f'" ." ~/!."t ,ls~ " ~f\ i": ~II)' . 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C ~ g. 'a E;.5~' li."i. 'f!: .a.~.a~~--s .S! u CL. ~ a >"5 ~.M..l:: ug,~;J ~ E'-'1ji e rJfj 3 ~(J 8. ~ ~ ~ '6 ~..6 ::.:;:'S!..= @ .- .s 'H .: S .5 :3 5 III 1; ... ~ u g- ~ .s ~-.a ,8'~' ti c' ~ €:;;; ~ 13. ~ u 1! -0: ~ .t:.:.: :-;:;: . c2 .~ = I ~,~ E ._ ~ ,_ 0' I.'l 8.2 . ; c.. ;-~.i3 e'~/o ~~ ~ ~~~ ~ ~ -E;:g,"'g ~ ~.a ;: .~.] f." ~J~' e :. e ~. ~ ] E'] - fIJ .~~.o,t;l ~ '_. _..~ ..' ~ ;,' ~,"r" . ',. {,,: 'l' o"} " .... '. .. , I:',. r '"/. ~;', ' " , ,-.~ .' I";.. . 4',.-__" " ....~ ~ ~ ~ ~ ;"1 I. . From the President By: Caro/anne Montgomery ~1 As you will read in this issue of Community, the Tri-Valley Community Fund recently hosted two estate planning seminars conducted by noted experts Henry Whiffin and attorney Lorin Castle- man. My husband, Lee, and I attended and came away with a realization of how useful some of the sophisticated financial and estate planning techniques can be for affluent and average working couplesalike. When you think about what an average couple amasses over their adult lifetime-homes that have grown tremendously in value over the last few decades, retirement funds, investments, perhaps a vaca- .on home-it becomes clear that our states may well be significantly larger than we might casually imagine. Financial planning that can help us achieve the maximum in- come for our retirements and pass on to our children some of the fruits of our success, should warrant our attention. As Henry and Lorin pointed out during the seminars, there are numerous ways to preserve assets, minimize estate taxes and even increase retirement income while, at the same time, enabling. us to consider giving something back to the community that has contributed to our success. The Tri-Valley Community Fund will continue to present these seminars at no cost to you in the months ahead, and I urge you to contact the Fund office to sign up for a future seminar. It is never too soon to begin such p'13:Ming. There is no ebligation for attending these formative prqgrams; the Fund presents them as a way of introducing itself to the communities it serves. Fund announces Spring allocations From providing counseling to troubled children and employment education to low-income young mothers, to funding the staging of two operas and environmental education in our schools, the Tri-Valley Community Fund's Spring grants help make our area a better place to live. The continuing funding pressure on non-profit health and human service, cultural, and recreational agencies and schools was evidenced in the applications for the Fund's most recent grant cycle, Grant applications exceeding $200,000 were received and reviewed by the Allocations Committee. composed of community leaders knowledgeable about the area's needs. After weighing the proposals, the committee recommended awarding $109,660 to 29 agencies and schools, Projects ranged from counselors for children from violent homes, food distribution for needy families, respite care for frail elders, and legal aid for low-income residents and seniors to school music pro- grams, community television programming, playground construction and nature education, The continuing need for educational funding was reflected in the receipt of25 grant applications from school districts and individual school projects, ten of which were granted. As in previous funding cycles, the committee paid particular attention to grant applications in critically needed health and human services and programs directed at helping the youth of the Valley, One of the newer programs funded for the first time was the Jobs for Tomorrow program of the Women's Self Sufficiency Project to provide employment education and support services to low income young mothers. A grant to the Tri- Valley Haven for Women will provide counseling for approximately 100 children from violent homes, fully half of whom had been physically or sexually abused, and each emotionally abused. Like Jobs for Tomorrow, the Tri- Valley Haven counseling program not only provides immediate help to society's most vulnerable members, but also attempts to solve problems in a long term context, since most abusers were themselves abused as children. Among the new educational projects supported during the spring grant cycle, Project Creek Watch is designed to take biology out of the classroom and into Arroyo Del Valle. Four-hundred Amador Valley High School biology students will be involved in the long term study of the Arroyo's freshwater ecosystem. Funds for the grants were generated by the Tri- Valley Community Fund's annual workplace and community fundraising campaigns. Combined with a Fall funding cycle and ongoing Multi-Year Funding for the Discovery Center, Valley Community Health Center, Horizons Youth and Family Counseling and the Family Crisis Center, the Fund granted more than $250,000 during the last year. The Spring grant cycle also included $4,000 distributed on behalf of the Times Santa Fund, jointly managed by the Fund and the Valley Times, Agencies Receiving Grants Livermore Association for Guiding and Teaching Students ($5,000) Livermore High School ($3,950) . Tri-Valley Haven for Womcn ($6,000) Tri-Valley Community Television ($5,000) Montair Elementary School ($3,000) Green Valley Elementary School ($4,310) Amador Valley High School ($4,206) Livermore Valley Opera ($4,000) Rancho Las Positas Elementary School ($t,334) Portola Elementary School ($1,800) Livermore School District The Kid Connection ($5,000) Valleycare Foundation ($2,523 ) Acorn Fouudatiuu ($1,700) Duenas Vidas Youth Hauch ($4,300) CA.r.E., Inc. ($5,000) The Center, I'leasantuu ($3.654 ) Oel Valle Fine Arts ($600) Oiablo Valley Fuundatiun for the Aging ($4.122) Dublin High Sehoul ($5,000) Family Service of the East liay ($4,000) Kaleidoscope Activity Center ($6,000) Interfaith Sharing ($4,800) Jobs fur Tomorruw ($5,000) Legal Aid Society of Alameda Couuty ($4,000) Legal Assistancc for Seuiors ($5,000) Livcrmore Area Hecreatiou and Park District ($2,800) Familv Crisis Center .($1,000) Shepherd's Gllte ($1.000) Yuuth Sunev (TVCF) ($5.560) Valley Community Health Center struggles to maintain services to a growing population in the face of diminishing funding - ~1 ,J. ft.::.t1' :\ '" ~,,,.,i gi.~>' . '. ., ~,., ~., ~",:"..o;,""/'; ,.,-,." ,~ '''~'~'' .' ,'. f I '>.' .' . "" Examples abound of the medical and non-medical . crises faced by the staff at Valley Community Health Center: the 42.year old mother who developed blood clots during her fourth pregnancy, the indigent mother so poor she survived on mushrooms alone, and the asthmatic child so critical that he could not survive transport to Oakland's Highland Hospital. As the sole provider of medical care for Valley residents who do not have insurance, are indigent or are on Medi-Cal, the Health Center deals with such emergencies every day and struggles to not only treat, but sustain its patients. The mother with the blood clot was stabilized and doctors monitored her condition on a daily basis. For the indi- gent mother, who could not afford even food, welfare, food stamps and other assistance was arranged, and the staff used her case to start a food pantry at the Center to provide immediate help for others in similar circumstances. Although no hospital rooms are available at the Center, makeshift accommodations were set up for the asthmatic child so doctors could monitor and stabilize his condition before transporting him to more appropriate treatment facilities. The stories of daily crises and resulting compassion and innovative support are multiplied many times over, according to Valley Community's Executive Director, Dr. Kathie Herwatt. Services include adult and pediatric medical care, obstetrics and gynecology, case management for the homeless, HIV testing, mental health counseling and community health . education, In addition to operating clinics in Pleasanton and LivemlOre, Valley Community provides case management and health screening services at senior centers throughout the Valley. While its services are available to all, they are targeted primarily at those who have no other access to care. The staff of 52 includes seven physicians, a nurse practitioner and a psychologist, along with nurses, registered dietitians, health educaturs, senior service professionals and a variety of support personnel. Most of the staff is multi-lingual and half are employed on a part-time basis, With an annual budget of more than $2 million, the agency employs only two adm inistrators and allocates a mere two percent of, its total budget to administrative costs, While the demand for services has expanded at the rate of 20 percent a year, the Center's budget has failed to keep pace with its growing case load. According to Dr. Herwall, the staff is down from 57 in 1993, "We have continually tried to ring out every possible shred of productivity, I'm afraid that we simply can't get any more efficient than we already are." In fact, the Center was singled out in an independent study commissioned by Alameda County as the single most . fiscally efficient organization receiving funding from the county, based on its patient-visit costs, "With the need continuing to grow," Ilerwatt said, "we are especially gratified for the continuing support Tri-Valley Community Fund provides," "The staff is called upon to go beyond simple medical needs every day. " Kathie Herwatt Executive Director y ';J'~~~l'~<:\":\;.. 'to ?i.> ,.' I )1:<<,'-'...:.,;.; "it: '~'\ 't.~.. + ~~. J,r . ,~! " '. . " ", ,. From the Executive Director's Desk By: Stephen Brooks The slogan, "Neighbors He/ping Neighbors," attempts to capture in a phrase what the Fund is all about. It builds on Western traditions of the whole community coming together to meet an individual need whether it was raising a barn or helping to harvest a sick neighbor's crop, The problem is that in the midst of our contemporary, hurried lives, we often don't know our neighbors much less someone who lives miles away and may be in desperate need. Needs that were obvious in the past, often become invisible. This is especially true in the Tri- Valley where lives of quiet desperation can be shielded from view by well kept yards, neat homes and clean streets, To identifY and respond to such needs, the Tri- Valley Community Fund acts as the community's bank account through which we can contribute to help those in need. There are, in fact, two accounts: a checking account, the TVCF General Fund which makes current grants, and a savings account to meet future needs~the eCF Endowment Fund. Because human needs are often invisible in the Tri. Valley, it is useful to remind ourselves of the dimensions of the problems being addressed the area's human service agencies, For example, a study conducted in the early 1990's and confirmed by subsequent data shows a high level of demand for human services: . Over 2,000 requests each month for emergency food services for needy families . More than 70,000 meals served each year to low income seniors . At least 2,000 unserved children needing childcare . Over 3,500 calls annually for domestic violence emergency services . More than 12,000 medically indigent (Most of whom work, but their jobs provide no health insurance, and they can't afford to pay for it.) As you support the Tri- Valley Community Fund~and after rigorous scrutiny of grant requests by volunteer committees of the Fund~the Fund makes allocations to organizations like Valley Community .Ith Center, Interfaith Sharing, Tri.Valley Haven for men, Kaleidoscope and many others~the slogan, "Neighbors Helping Neighbors." comes alive and embodies the heart of its traditional meaning, o -.... David Arterburn joins Board CPA David Arterburn recently joined the Board of Directors after chairing the Fund's Investment Committee for the previous year, Arterburn will continue to be involved in the Fund's investment decisions while taking on the broader role of Director. Raised in Pleasanton, Arterburn graduated from the University of Arkansas, He is a principal in the Pleasanton accounting finn of Arterburn and Waters and lives in the community with his wife and teenage daughter. Speakers Bureau offers variety of topics to area organizations In a continuing effort to reach out to the communities it serves, the Fund has recently organized a Speakers Bureau whose members can present interesting, entertaining and infonnative free programs for area service clubs and organizations. Chaired by Richard Fitzmaurice, Director of Public Affairs for Pacific Bell and a fonner KCBS radio journalist, the Bureau includes newspaper editors Karen Magnuson (Times) and Tim Hunt (Hera/d), TVCF director Kia Hatch, a training consultant and investment club expert, as well as TVCF staff members Steve Brooks, David Rice and Tom Jones. In addition to programs on the Fund itself, topics range from newspaper and community issues, non-profit trends, and estate planning to marketing, leadership and even fly fishing and golf. The idea, according to Fitzmaurice, is to increase the positive visibility of the Fund by offering service clubs and other organizations a broad selection of speakers identified with the Fund. Details on scheduling TVCF speakers and the topics they are available to discuss can be obtained by contacting the Fund office at 734-9965, or Director of Marketing, Tom Jones, at 838-8407. Altamont Landfill makes grant on Fund Altamont Landfill and Resource Recovery Facility, a division of Waste Managment, Inc., recently presented the Fund with a grant to support ongoing operations, Ac- cording to Ginger Staton, Commu- nity Relations Representative (shown presenting the check to TVCF Board president Caralanne Montgomery) the company plans to continue working with the Fund to identify additional opportunities to support the community, .-. New support organization promises to extend reach and visihility of Fund Delegates organize to promote TVCF to broader audience . ,. ~.' Pete Snyder Vice President Development J: .QI~~ 1/ IF . q "Delegates will function as an extension of the Fund's already committed " volunteer base. On June 12, Pete Snyder, Vice President of Development, presided at the inaugural meeting of the "Delegates," a new volunteer support group of the Tri. Valley Community Fund. Nominated by Fund Directors and staff, Delegates provide a wide variety of volunteer services that extend the Fund's reach and help the Fund in its mission of community philanthropy. Among the delegates inducted at the meeting were: Alain Erdozaincy, Dick Frankel, Felice Price, Ryan Thompson, Martha Douglas, Joe Devane, Richard DelMonte and Margaret May. Steve Gilmour, himself a Delegate and President of Leisure Sports, which operates numerous Club Sport facilities, hosted the get acquainted breakfast meeting during which Delegates became acquainted with each other and their role in promoting the Fund. In addition to extending the reach of the Fund, Delegates will meet several times a year to Share. experiences, n~twork and build friendships. Individuals and families receive insight into how to preserve assets Fund hosts estate planning seminars, more to follow L Two estate planning seminars hosted by Tri- Valley Community Fund in March and May covered a range of topics aimed at preserving family assets, minimizing estate taxes, increasing yields on investment assets, passing tax-free legacies to heirs and using creative planning techniques to meet special [mancial needs. Noted authorities Henry Whiffin, President of Estate Advisory Group, and tax attorney, Lorin Castleman conducted the free seminars. Many individuals utilize the tax-saving features unique to community foundations such as Tri-Valley, as a "trigger" to multiply tax savings and ensure increased yields on investments, using such tools as Charitable Remainder Trusts. The Fund conducts the seminars to benefit individuals interested in financial and estate planning, and to explain the role of a community foundation compared to other non-profits in such plannirtg. Additional seminars will be held during the Fall and Winter of 1996-97, For further information and a schedule of upcoming seminars, please call the Fund at 734-9965. Estate planning expert Henry Whimn enlivens presentatiOIl with hUlllor and case histories frOIll his professional practice. Carolanne Montgomery President Vice President. Community First National Bank Richard Wayne, Vice President Management Director; Materials and Applied Mechanics Sandia National Laboratories James Lopez,Treasurer Manager; Finance Dept., Lawrence Livermore National Laboratory .,-.." ., :'. ,,'. -' ~ >c. . Rosalind Hirsch, Vice President __'All~~~ti~ml , ." ' , ' :;:':Danvllle ,.,.,' ' .:- . ,David Arterburn, CPA Arterburn and Watters o '9911 Trl- \.'tllll'.\" CIHnl1llllllr:'o' FrIHJ. AU f1gl.u ~j(',W'J. . ~ All affiliate of East Bay Commullity Foulldation . 'f P.O. Box 12017 6111 Johnson Court, Suite 203 Pleasanton, CA 94588 510/734-9965 FAX 734-0199 Board of Directors Pete Snyder, Vice President Development Dublin Jack Chunn, Vice President Marketing Vice President and General Manager KKIQ Radio . Marvin O'Rear, Secretary Director; Livermore DVA Medical Center (retired) Joseph Colmery CEO, California Bancshares Thomas O'Malley Vice President Triad Systems Corp James Phillips, Esq. Pleasanton Kia Hatch Con 'suit Karen Magnuson Editor; Valley Times and San Ramon Valley Times Keith Fraser, Esq. Livermore Steven V. Brooks Executive Director Non-profil Organization U _5, P'''lagc PAID Permit #144 Plcasanlon. CA Directors Carolanne Montgomery President Rosalind Hirsch Vice President Allocations Richard Wayne Vice President Management Pete Snyder Vice President Development Jack Chunn Vice President Marketing Marvin O'Rear Secretary James Lopez Treasurer Joseph Colmery Thomas O'Malley Keith Fraser James Phillips Kia Hatch Karen Magnuson David Anerburn Stephen V. Brooks Executive Director P,O, Box 12017 6111 Johnson Court Suite, 203 P1easanton, CA 94588 r[; 510 / 734-9965 FAX-734-0 199 . TRI-V ALLEY COMMUNITY FUND An affiliate of the East Bay Community Foundation September 30, 1996 RECEIVED OCT 4 - 1996 CITY 01- LJUBLIN Richard Ambrose City Manager City of Dublin 111 Civic Plaza Dublin, CA 94568 Dear Mr. Ambrose: Every day our mass media carry more and more stories of the difficulties involved in being a teenager and parenting youth in the 1990's. The Tri-Valley Community Fund is requesting a $2,500 contribution from the City of Dublin to help underwrite a research and analysis program to reveal -the current pressing issues and challenges facing the area's teenage population. . Using the working title, "Tri-Valley Youth Report Card" and guided by a blue ribbon panel of community and youth leaders, this work will help provide a context for shaping private and public strategies for addressing youth concerns over the next few years. Most importantly, with carefully developed media and marketing support for the study results, the whole community from parents to businesses, schools, churches and non-profit organizations will develop increased awareness of what is needed to help area young people cope with the pressures of maturing into productive adults in the 1990's. Tri-Valley Community Fund will help build community partnerships to respond to identified issues and help raise money to finance needed programs. . ~ September 30, 1996 RECEIVED OCT 1.1 - 1996 CITY OF DUBLIN 2. . Preliminarily, the data surfacing already points to the following needs: * More after school programs. * Improved police/youth community relationships. * Programs to help prepare youth for the world of work including volunteering and internship experiences. * A network of non-profit institutions that respond on-goingly to teenage services needs. * Community by community plans and policies for addressing youth needs. * Programs that effectively speak to youth substance abuse issues. . The principal researcher of The Youth Report Card Project is Margaret Rainforth, who received her Ph.D. in social welfare from U.C. Berkeley and has significant experience in the study of statewide youth issues. Children Now, a nationally recognized youth policy development organization is providing technical support. Key elements of the study program include: * Collection of socio/economic data. * Conduct of 20 focus groups involving parents and teenagers. * Conduct of in-depth interviews of 800 Tri-Valley teenagers. * Processing data and conclusions through an advisory committee to ensure a basis in community realities and to ensure community acceptance. (See enclosed newsletter for a listing of advisory committee members). . Cl . September 30, 1996 3 . A professionally designed, reader friendly summary version of study results will be widely distributed to community institutions and leaders. Several area newspapers have indicated an interest in providing feature story coverage of the results of this work. As a matter of fact, one metropolitan paper has agreed to incorporate information from this study into a series of stories being done on youth late this Fall. Donors to this work will be suitably acknowledged as the work is promoted. Times have never been tougher for the development of our most precious resource, our youth. Enclosed find a budget for expenditure of funds related to this project. We hope you will contribute as you are financially able to do so. Sincerely yours, . Stephen V. Brooks Executive Director SVB/pb . )0 . . . \,\ TRI - VALLEY ITEM Consultant Services Phone Survey Printing & publication YOUTH Community Organization Services Total STUDY BUDGET AMOUNT $20,000 $10,000 $7,500 $12,500 $50,000 Internal ttevellUC <i)Cr Y'I..C --r-- , J -I District Director JUN 221983 ! Cate: JUN 1 ? 1993 Employer Iden~lflcatlon Number: . 94-6070996 AccountIng PerIod EndIng: December 31 Form 990 Required: 1KI Ve. D No. -- I Co The East Bay Community Foundation Person to Co~tact: " 6230 Claremont Avenue Desk Officer Oakland, CA 94618 Contact Telephone Number: (415) 556-5353 Dear Applioant: Based on information supplied, and assuming your operations will be as stated in your application for recognition of exemption, we have determined you are exempt from Federal inoome tax under section 501(c)(3) of the Internal Revenue Code. We have further determined that you are not a private foundation within the meaning of section 509(a) of the Code. because you al'e an organizatiQn described 1n section 509(a)(1) and 170(b)(l)(A)(vi). If your sources of support, or your purposes, charact~r. or method of operation change. please let us know so we can consider the effect of the change on your .exempt status and foundation status. Also, you should inform us of all changes in our name or address. ' , . . . Generally. you are not liable for social security (FICA) taxes unless you file a waiver or exemption certificat~ as provided in the Federal Insurance Contributions Act. If you have paid FICA taxes without filing the waiver. you should contact us. Yon are not liable for the tax imposed under the Federal Unemployment Tax Act (FUTA). Since you are not a private foundation. you are not subject to the excise taxes under Chapter 42 of the Code. However, you are not automatically exempt from other Federal excise taxes. If yo~ have any questions about excise. employment. or other Federa~ taxes, please let us know. Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deduotible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055. 2106. and 2522 of the Code. The box checked in the heading of this letter shows whether you must file Form 990, Return of Organization Exempt from Income tax. If Yes is checked. you are required to fiie Form 990 only if your gross receipts each year are normally more than SlO,OOO. If a return is required, it must be filed by the 15th day of of the fifth month after the end of your annual accounting period. The law imposes a penalty of $10 a day, up to a maximum of $5.000. when a return is filed late, unless there is reasonable cause for the delay. .P.o. Box 36'040, San Francisco, Calif. 94102 (o""r) letter 947(00) (5-77) l~ : :J;.~('t':~ .. ..', " You are not required to file Federal income tax returns unless you are subjeot to the tax on unrelated business -income under section 511 of the Code. If you are subject to this tax. you must file an income tax return on Form 990-T. In this l.tter. 'we are not determining whether any of your present or proposed,activities are unrelated trade.:. or, business as defined in section 513 of the Code. You need ah;',employer,identitication number even if you have no employees. If an~mployer identification number was not entered on your application, a number will be assigned to you and you will be advised 'of it. Please use that ' ,_:-1 number on all returns you file and in all correspondence with the Internal Revenue' , Service. Beoause this letter could help resolve any questions about YOur exempt status and foundation status, you should keep it in your permanent records. It you have any questions, please contact the person whose name and telephone number are shown in the heading of this letter. Sinoerely yours, /-/%/ # / . //"/ ~ ~ District Director ' ., I . I *For tax years ending on and after December 31, 1982, organizations whose gross . receipts are not normally more than $2S,OOOi are excused [rom filing Form 990. For gtddance in determining if your gross receipts are "normally" not more than the $25,000 limit, see the instructions for the Form 990. This determination is based upon your stated activities which consist solely of making distributions to other organizations organized and operated exclusively for charitable, religious, educational, scientific or literary purposes as defined in section l70(c) of the Internal Revenue Code. Any change in your activities should be reported to your district director. If distributions are made to individuals, case histories regarding the recipients should be kept showing names, addresses, purposes of awards, manner of selection, relationship if any to members, officers, trustees, or donors of funds to you, in order that any and all distributions made to individuals can be substantiated upon request by the Internal Revenue Service. (Revenue Ruling 56-304, Cumulative Bulletin 1956-2, page 306.) This determination letter applies: to your organizational change from trust to corporation. This letter modifies our prior determinatioh letter~. letter 947(00) (5-77) .