HomeMy WebLinkAboutGrant Applications IIDeschutes County Board of Commissioners
Discretionar Grant Proaraln
Application Summary
Board Meeting Date: January 22, 2014
Organization: Family Access Network (FAN)
Organization Description: Serves local disadvantaged families by providing advocates in 43
public school sites and 3 early childhood sites and by linking children with needed services.
Project Name: Family Access Network Luncheon for Children
Project Description: Seventh annual fundraising event with a goal of securing enough money
to serve 500 children with FAN services during the school year.
Project Period: April 8, 2014
Amount of Request: $2,500
Previous Grants:
Family Access Network (FAN)
Family Access Network (FAN)
Family Access Network (FAN)
Family Access Network (FAN)
Family Access Network (FAN)
Family Access Network (FAN)
Family Access Network (FAN)
Family Access Network (FAN)
Family Access Network (FAN)
Approved:
Declined:
9/26/2002
1/24/2007
2/11/2008
7/7/2008
2/2/2009
2/8/2010
12/6/2010
10/12/2011
12/12/2012
$ 1,500.00
S 2,000.00
S 3,000.00
$ 1,375.00
5 3,000.00
$ 1,500.00
5 1,575.00
$ 2,500,00
5 1,500.00
Fundraising event
Breakfast Fundraiser
Unrecorded
Golf Tournament Fundraiser
Luncheon Fundraiser
Luncheon Fundraiser
Luncheon Fundraiser
Luncheon Fundraiser
Luncheon for Children Fundraiser
Today's Date:
Deschutes County Board of Commissioners
PO Box 6005, Bend OR 97701-6005
1300 NW Wall St., Suite 200, Bend, OR
Telephone: 541-388-6570 Fax 541-385-3202
Website: www.deschutes.org
DESCHUTES COUNTY
DISCRETIONARY GRANT PROGRAM APPLICATION
10-16-13
Project Beginning Date:
Amount of Request:
Applicant/Organization:
Address:
Project Name:
Family Access Network Luncheon for Children
April 8, 2014
$2,500
Project End Date:
Date Funds Needed:
April 8, 2014
January 1, 2014
Family Access Network Foundation
2125 NE Daggett Lane
City & Zip Code:
Contact Name(s):
Fax #:
Bend, 97701
Julie N. Lyche
(541) 693-5651
Email Address:
Tax ID #:
20-3534560
Telephone #:
(541) 693-5677
julie.lyche@hdesd.org
On a separate sheet(s), please briefly answer the following questions:
1. Describe the applicant organization, including its purpose, leadership structure, and activities.
2. Describe the proposed project or activity.
3. Provide a timeline for completing the proposed project or activity.
4. Explain how the proposed project or activity will impact the community's economic health.
5. Identify the specific communities or groups that will benefit.
6. Describe how grant funds will be used and include the source and amounts of matching funds or in-
kind contributions, if any. Itemize anticipated expenditures*.
7. If the grant will support an ongoing activity, explain how it will be funded in the future.
Attach:
Proof of the applicant organization's non-profit status.
*Applicant may be contacted during the review process and asked to provide a complete line item budget.
Family Access Network
DISCRETIONARY GRANT PROGRAM APPLICATION
Submitted October 16, 2013
1. Describe the applicant organization, including its purpose, leadership structure, and
activities.
The Family Access Network (FAN) has been serving local disadvantaged families since 1993.
Currently, FAN has 26 advocates in 43 public school sites and three early childhood sites.
FAN is unique to Deschutes County in two ways. First, FAN created a network of health and
social service providers, schools, businesses, community organizations and individuals
who collaborate to ensure children receive the services they need most. Second, FAN
provides advocates in all Deschutes County public schools and three early childhood sites.
FAN advocates are hired by the schools as service brokers who link children and families to
critical social supports in the community. Working through one dedicated advocate, a child
or parent is referred for dental work, job opportunities, clothing, rent assistance, childcare
support, health insurance and more.
The High Desert ESD manages the countywide FAN program with a director and one support
staff position, working closely with FAN advocates. The FAN Foundation was established in
September 2005, to ensure fiscal stability and long-term support of FAN. The expansion of
FAN to include the FAN Foundation has enabled the organization to increase the number of
disadvantaged children served through FAN advocates. The Foundation has allocated
$188,o5o for FAN advocate salaries and $43,95o for client emergency funds to Deschutes
County schools this fiscal year and will continue to boost support as fundraising increases.
Thanks to successful fundraising efforts of the FAN Foundation, the FAN advocate at
Terrebonne Elementary has increased hours this year and the Bend/LaPine School District
has a new, full-time Latino Family FAN advocate, serving the specific needs of our Spanish
speaking families.
2. Describe the proposed project or activity.
The FAN Foundation is conducting its seventh annual fundraiser on April 8, 2014 at a
luncheon at St. Charles Medical Center. The goal of this event is to raise enough money to
serve 500 children with FAN services during the school year (a ten percent increase from
last year). Through community sponsorship and individual donations, the target is $5o,000.
Due in large part to this event, FAN acquired eighteen new business partners last year.
Sponsorship funds provided through the Deschutes County Discretionary Grant Program will
be used for direct support as with other local sponsors and event contributors.
3. Provide a timeline for completing the proposed project or activity.
FAN 2014 Luncheon Fundraiser Timeline
September 2013 Develop written materials for event - done
October 2013 Reserve location and date for FAN luncheon fundraiser — done
October 2013 Begin recruitment of community sponsors
January 2014 Recruit table captains for individual attendees
February Finalize speakers, including FAN advocate, youth and family
March Complete guest list
March Finalize community sponsorships
April 8 Conduct event
End of April Report back to sponsors
4. Explain how the proposed project or activity will impact the community.
The Family Access Network works with families in dire need within Deschutes County.
These are often the working poor. More than half of the families served through FAN receive
assistance only once or twice, based on life transition due to a job change, domestic
violence, a medical issue, or another life occurrence. With assistance, these families are
able to continue to support themselves and avoid the long-term cycle of poverty.
FAN works with many families who have never needed help in the past. Families who have
become homeless due to foreclosure, bankruptcy or employment lay-offs are walking
through the doors of our FAN offices. Many of these families have been donors to FAN in the
past. FAN advocates are working to help these families navigate a social service system
they have never been in need of prior to their current struggles.
Through support of the FAN luncheon fundraiser, the Discretionary Grant Program will assist
in building upon the current successes of our FAN advocates. By helping families move to
the next level, out of poverty and into a self-supporting family situation, our work impacts
the economic health of our community. The FAN Foundation is dedicated to pursuing
sustainable funding for this very important piece of our social service network. Through
FAN, we are able to help break the cycle of poverty, assist families in improving their living
situation and ensure children are healthy and in school.
5. Identify the specific communities or groups that will benefit.
During the 2012-2013 school year, FAN improved the lives of more than 9,400 children and
family members by connecting them to these services:
o clothed 4,308 children and family members
o connected families with improved housing options 1,970 times
o linked families to food assistance over 2,853 times
o provided 2,482 referrals to heating assistance
o assisted with health coverage or health care 2,800 times
Many of these families are struggling to make ends meet. The group benefiting from this
request is one of our most fragile populations — children in poverty.
A 2009 report published by Education Policy Research Unit, a joint project of Arizona State
University and the University of Colorado found that out-of-school factors (OSF) significantly
impact school performance, especially for families living in poverty. The report says these
six factors limit what schools can accomplish on their own: (i) low birth weight and non -
genetic prenatal influences (2) inadequate medical, dental, and vision care, (3) food
insecurity; (4) environmental pollutants; (5) family relations and family stress; and (6)
neighborhood characteristics. These OSFs are related to a host of poverty -induced physical,
sociological, and psychological problems that children often bring to school, ranging from
neurological damage and attention disorders to excessive absenteeism, linguistic
underdevelopment and oppositional behavior. FAN addresses many of these OSFs by
connecting children to food, stable housing, healthcare and other vital services. Advocacy
and creative problem solving by FAN advocates has eased some of the burden for these
children and families.
6. Describe how grant funds will be used and include the source and amounts of
matching funds or in-kind contributions, if any. Itemize anticipated expenditures*.
Grant funds received will be used as community sponsorship of the FAN luncheon
fundraiser. The goal is to raise $5o,000 in corporate/community sponsorship and
individual donations at the event. Sponsorships will be used to leverage and challenge
individual contributors to attain the goal of 500 children served through the event. Listed
below are the event expenses, pending and committed sponsorship contributions and the
funding goal.
Project Expenses
Fundraiser food costs for 200 guests 2,800
(Discounted through St. Charles)
Printing costs 300
Facility 720
Total $3,82o
Below is a partial list of previous sponsors from whom we intend to request sponsorships
again this year. The list also includes new sponsors, to whom sponsorships requests have
been submitted.
Corporate Contributions
OnPoint Credit Union
2,500
Pending
ShopKo
1,000
Pending
St. Charles Medical Center
72o
Confirmed — in kind space
Les Schwab (title sponsor)
5,000
Past sponsor
Quota
1,000
Past sponsor
Wells Fargo
2,000
Past sponsor
Deschutes Brewery
i,000
Past sponsor
Director's Mortgage
Soo
Past sponsor
Ameri-Title
500
Past sponsor
Consumer Cellular
Soo
Past sponsor
Big Foot Beverages
_ 1,500
Past sponsor
Allardyce Family
500
Past sponsor
Insight Diagnostics
500
Past sponsor
SGA Accountants _
500
Past sponsor
Total
$17,72o
FAN Fundraiser Goal: $5o,000 (5oo children)
7. If the grant will support an ongoing activity, explain how it will be funded in the
future.
This grant and the event are one component of the larger sustainability plan developed for
the Family Access Network. There is no obligation to support an ongoing activity through the
proposal. Local sponsorship will be secured on a year by year basis.
Attached: proof of non-profit status.
11-19-2008 01:05 HIGH DESERT ESD 5416935701
INTERNAL REVENUE SERVICE
P. 0. BOX 2508
CINCINNATI, OH 45201
Date:
APR 12 2006
FAMILY ACCESS NETWORK FOUNDATION
C/O JULIE N LYCHE
2480 NE TWIN KNOLLS DR STE 201
BEND, OR 97701
PAGE2
DEPARTMENT OF THE TREASURY
Employer.Identificatien Number:
20-3534560
DLN:
17053061009046
Contact Person:
RENEE RAILEY NORTON
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:
June 30
Public Charity Status:
170(b)(1)(A)(vi)
Form 990 Required:
Yes
Effective Date of Exemption:
December 30, 2005
Contribution Deductibility:
Yes
Advance Ruling Ending Date:
June 30, 2010
ID# 31172
Dear Applicant:
We are pleased to inform you that upon review of your application for tax
exempt status we have determined that you are exempt from Federal income tax
under section 501(c)(3) of the Internal Revenue Code. Contributions to you are
deductible under section 170 of the Code_ You are also qualified to receive
tax deductible bequests, devises, transfers or gifts under section 2055, 2106
or 2522 of the Code. Because this letter could help resolve any questions
regarding your exempt status, you should keep it in your permanent records.
Organizations exempt under section 501(c)(3) of the Code are further classified
as either public charities or private foundations. During your advance ruling
period, you will be treated as a public charity. Your advance ruling period
begins with the effective date of your exemption and ends with advance ruling
ending date shown in the heading of the letter.
Shortly before the end of your advance ruling period, we will send you Form
8734, Support Schedule for Advance Ruling Period. You will have 90 days after
the end of your advance ruling period to return the completed form. We will
then notify you, in writing, about your public charity status.
Please see enclosed Information for Exempt Organizations Under Section
5o1(c)(3) for some helpful information about your responsibilities as an exempt
organization.
Letter 1045 (DO/CC)
11-19-2008 01:05 HIGH DESERT ESD 5416935701 PRGE3
FAMILY ACCESS NETWORK FOUNDATION
-2-
sincerely.
c:544:0`
Lois G. Lerner
Director, Exempt Organizations
Rulings and Agreements
Enclosures: Information for Organizations Exempt Under Section► 501(c)(3)
Statute Extension
Letter 1045 (DO/CG)
Deschutes County Board of Commissioners
Discretionar Grant Pro R ram
Application Summary
Board Meeting Date: January 22, 2014
Organization: High Desert Makers
Organization Description: A group of makers and advisors representing the local interests of
the maker movement by providing members involved with 3-D printing, electronics,
metalworking, woodworking, and textiles with access to tools, workspace, and storage, while
facilitating training for safe and efficient use of tools.
Project Name: High Desert Makers Tax Exempt Application
Project Description: Develop and submit an application to the Internal Revenue Service for the
purpose of securing 501(c)(3) tax-exempt status and facilitating fundraising.
Project Period: 1/1/14 —12/31/14
Amount of Request: $1,500
Previous Grants: None recorded.
Approved:
Declined:
Today's Date:
Deschutes County Board of Commissioners
PO I3ox 6005, Bend, OR 97701-6005
1300 NW Wall Street, Suite 200, Bend, OR
Telephone: 541-388-6571 Fax: 541-385-3202
Website: www deschutes.cri;
DESCHUTES COUNTY
DISCRETIONARY GRANT PROGRAM APPLICATION
L1/9/14
Project Beginning Date:
Amount Requested:
Project Name:
[--17/1/14
1500.00
Name of Applicant Organization:
Add ress:
High Desert Makers Tax Exempt Applicati
Project End Date:
Date Funds Needed:
lo be completed by 12/31
3/1/14
/14
High Desert Makers
63160 Britta Street (Mailing - 21120 Wilderness Way, Bend, OR 97702)
City & Zip Code:
Contact Nam e(s):
Fax #:
Bend 97701
Marci Bryan / Scot Breen
541-382-2999
Email Address:
'fax ID #:
Telephone #:
46-3604239
b41 -41u-6828 (Marci
541-728-3799 (Scot)
marei,bryanNhighdentermakers.org
scot,breesV9highdesertmakers,org
On a separate sheet(s), please briefly answer the following questions:
1: Describe the applicant organization, including its purpose, leadership structure, and
activities.
2. Describe, the proposed project or activity.
3. Provide a timeline for completing the proposed project or activity.
4. Explain how the proposed project or activity will positively impact the community.
5. Identify the specific communities or groups that will benefit.
6. Describe how grant funds will be used and include the source and amounts of matching
funds or in-kind contributions, if any. 'Itemize anticipated expenditures*.
7. If the grant will support an ongoing activity, explain how it will be funded in the future.
Attach:
Proof of the applicant organization's non-profit status.
* Applicant may bc contacted during the review process and asked to provide a complete line item budget.
MAKER MILL Deschutes County
Discretionary Grant Program Application
1/9/14
1. Description of High Desert Makers, our purpose, leadership structure, and activities:
High Desert Makers (HDM) is a group of makers and advisors representing the local interests of the maker
movement. High Desert Makers' primary and foundational project is to open a collaborative community,
membership -based MakerSpace called the High Desert Maker Mill (HDMM). HDMM will provide members with
access to tools, workspace, and storage, while facilitating training for their safe and efficient use. Major focuses of
tooling will be 3-D Printing, Electronics, Metalworking, Woodworking, and Textiles. It will serve as the centralized
community hub to support hobbyists, Inventors and entrepreneurs. For most all of HDM's other activities and
protects, HDMM will provide a location for meeting and working.
High Desert Makers is a registered Oregon not -for profit corporation and is currently under fiscal sponsorship from a
Wisconsin -based 501(c)(3) umbrella organization (The School Factory). HDM has an established Board of Directors
and an Advisory Board made up of experienced business and high-profile community leaders.
2. Project description:
High Desert Makers intends to become its own 501(c)(3) tax-exempt entity. This application is a request for funds to
cover the costs associated with preparation and submission of the request for tax-exempt status application. The
application will be initially prepared by volunteer Board Members and Advisors to reduce legal review costs.
3. Timeline for completion:
3/1/14: The application will be completed and submitted for legal review.
4/1/14: Legal application reviewed and submitted to the IRS. Then we wait for a determination.
12/31/14: Target date to have Tax -Exempt status.
4. How the project will positively impact the community
The establishment of the High Desert Maker Mill will open up Bend and the surrounding Central Oregon
community to a creative incubator and rapid -prototyping space for personal and business use.
5. Communities / groups that will benefit:
Having our own tax-exempt status for the High Desert Makers and all associated projects and activities will allow
HDM to retain the commission fees on any donations thus allowing more donated resources to go directly to the
HDM protects.
6. How grant funds will be used / In -Kind contributions
Grant funds will be used as follows:
• $ 850 - 501(c)(3) application fee
• $ 650* Legal Review of the application
$1500
* We expect any additional costs for legal review to be donated as In -Kind.
7. On-going vs One Time Funding Request. How will grant support ongoing activity
This is a one-time funding request to cover the cost of the Tax Exempt application fee and legal review of the
application before it is submitted.
School Factory, Inc.
706 S 5th St.
Milwaukee, WI 53204
www.schoolfactory.org
sponsor@schoolfactory.org
414-215-0215
school factory
FISCAL SPONSORSHIP AGREEMENT
On [date) 9-13-2013 , The School Factory ("Grantor") decided that financial support
of the [project name) HO Desert Maker Min ("the project"), from [project
leader or organization namel High Desert Makers ("Grantee") will further
Grantors tax-exempt purposes under Section 501(0)(3) of the Internal Revenue Code
("IRC"). With regard to the selection of Grantee or any other beneficiary to conduct the
project, Grantor has exercised and shaU retain full discretion and control over the selection
process, acting completely Independently of Grantee or any funding source. Grantor has
created a restricted fund designated for the project and has decided to grant all amounts
that it may receive and deposit to that fund Qess any administrative charge set forth below),
to Grantee, subject to the following terms and conditions:
1. Grantee's separate legal existence, for all purposes including tax reporting, is
established by the Grantee as an individual person, acting as a sole proprietor, or as
non -stock corporation registered in the State of Wisconsin (or the home state of the
project.) Grantee Is responsible for all tax reporting and filing related to monies paid to
Grantee by Grantor.
2. Grantee shall use the grant solely for the project described in the proposal, and
Grantee shall repay to Grantor any portion of the amount granted which is not used
for that project. Any changes in the purposes for which grant funds are spent must
be approved In writing by Grantor before implementation. Grantor retains the right,
if Grantee materially breaches this Agreement, to withhold, withdraw, or demand
immediate retum of Grant funds, and to spend such funds so as to accomplish
the purposes of the project as nearly as possible within Grantor's sole judgment.
Consistent with Interpretation No. 42 of Statement No. 118 Issued by the Financial
Accounting Standards Board, Grantor retains the unilateral power, without approval
from any funding source, from Grantee, or from any other interested party, to redirect
use of grant funds away from Grantee to another beneficiary capable of fulfilling
the purpose of the project. Any tangible or intangible property, including copyrights,
obtained from third parties or created by Grantee as part of this project shall remain
the property of Grantee. The amount and date of each disbursement of grant funds to
Grantee shall be within the discretion of Grantor.
3. Grantee may solicit gifts, contributions, and grants to Grantor, earmarked for the
purposes of the protect. Grantee's choice of funding sources to be approached,
and the text of Grantee's fundraising materials, are subject to Grantor's prior written
approval. All grant agreements, pledges, or other commitments with funding sources
to support this project shall be executed by Grantor. The cost of any reports or other
compliance measures required by such funding sources shall be bome by Grantee.
Grantor shall be responsible for the processing, acknowledgment, and deposit in
the restricted fund of all monies received for the project, which shall be reported as
the income of Grantor for both tax purposes and for purposes of Grantor's financial
statements.
4. Grantee assumes the risk that any funding source may exercise the discretion to
not grant or not appropriate funds to Grantor for support of the project. Any amount
advanced by Grantor to Grantee, with the expectation that a pending grant request
will be approved by a funding source, shall be treated as an obligation to be repaid
by Grantee to Grantor, either from montes deposited In the restricted fund or from
Grantee's assets, upon demand by Grantor.
5. Any interest earned on the restricted fund shall be retained in Grantor's general fund.
6. Grantor shall not be responsible for the community programs, public information
work, fundraising events, accounts payable and receivable, negotiation of leases
and contracts, insurance, day-to-day disbursement of project funds, or other matters
related to activities conducted by Grantee. Grantee shall assume full and complete
responsibility for ail liabilities to third parties incurred in connection with the project
Including but not limited to any and all claims whether asserted or unasserted while
this Agreement is in effect. With regard to the selection of any subgrantees to carry
out the purposes of this grant, the Grantee retains full discretion and control over
the selection process, acting completely independently of Grantor. There is no
agreement, written or oral by which Grantor may cause the Grantee to choose any
particular subgrantee.
7. Nothing in this Agreement shall constitute the naming of Grantee as an agent or
legal representative of Grantor for any purpose whatsoever except as specifically
and to the extent set forth herein. This Agreement shall not be deemed to create any
relationship of agency, partnership, or joint venture between the parties hereto, and
Grantee shall make no such representation to anyone.
S. Grantee shall submit a full and complete report to Grantor as of the end of Grantee's
annual accounting period within which any portion of this grant Is received or spent.
The initial report shall be submitted by Grantee no later than sixty (60) days after the
end of such period. The report shall describe the charitable programs conducted by
the Grantee with the aid of this grant and the expenditures made with grant funds and
shall report on the Grantee's compliance with the terms of this grant.
9. This grant is not earmarked to be used In any attempt to influence legislation within
the meaning of Internal Revenue Code Section 501(c)(3). No agreement, oral or
written, to that effect has been made between Grantor and Grantee.
10. Grantee shall not use any portion of the funds granted herein to participate or
intervene in any political campaign on behalf of or in opposition to any candidate for
public office, to induce or encourage violations of law or public policy, to cause any
private inurement or improper private benefit to occur, nor to take any other action
inconsistent with Section 501(c)(3) of the Internal Revenue Code.
11. Grantee shall notify Grantor immediately of any change in (a) Grantee's legal or tax
status, or (b) Grantee's executive staff or key staff responsible for achieving the grant
purposes.
12. Grantee hereby Irrevocably and uncondttlonaliy agrees, to the fullest extent permitted
by law, to defend, Indemnify and hold harmless Grantor, its officers, directors,
tnsstees, employees and agents, from and against any and all claims, liabilities,
losses and expenses (Including reasonable attomeys' fees) directly, indirectly, wholly
or partially arising from or in connection with any act or omission of Grantee, its
employees or agents, in applying for or accepting the grant, in expending or applying
the funds furnished pursuant to the grant or in carrying out the program or project to
be funded or financed by the grant, except to the extent that such claims, liabilities,
tosses or expenses arise from or in connection with any act or omission of Grantor, its
officers, directors, trustees, employees or agents.
13. Either Grantor or Grantee may terminate this Agreement on thirty (30) days' written
notice to the other party, so long as another nonprofit corporation which Is tax exempt
under IRC Section 501(c)(3), and is not classified as private foundation under Section
509(a) ("a Successor"), is willing and able to sponsor the project. The balance of
assets In Grantors restricted fund earmarked for the project shall be transferred
to the Successor at the end of the notice period or sooner if all parties so agree.
Grantee shall be eligible to be a Successor itself so long as Grantee has received,
no later than the end of the notice period, a determination letter from the Internal
Revenue Service indicating that Grantee meets the qualifications for a Successor
stated above.
14. In the event of any controversy, claim. or dispute between the partles arising out of or
related to this Agreement, or the alleged breach thereof, the prevalUng party shall, In
addition to any other relief, be entitled to recover its reasonable attorneys' fees and
costs of sustaining its position.
This Agreement shall be govemed by and construed in accordance with the laws of the
State of Wisconsin applicable to agreements made and to be enforced entirely within such
State.
This Agreement shall supersede any prior oral or written understandings or
communications between the parties and constitutes the entire agreement of the parties
with respect to the subject matter hereof: This Agreement may not be amended or
modified, except in a writing signed by both parties hereto.
IN WITNESS WHEREOF, the parties have executed this Fiscal Sponsorship Agreement
effective on the date: 9-13-2013
GRANTOR:
Signature:
Print Name:
James Carlson
Title:
Director
GRANTEE:
Signature:
Print Name:
Title:
President. High Desert Makers