Legislation Details

File #: HIST-13326    Version: 1 Subject:
Type: Historical Status: Action Item
In control: PARKS, RECREATION AND COMMUNITY SERVICES COMMISSION
On agenda: 2/2/2010 Final action: 2/2/2010
Title: Reconsideration of a Recommendation to the City Council Regarding the Development of a 501(c)3 Foundation as a Resource for Funding City Parks and Open Space Enhancements.
Attachments: 1. Reconsideration of a Recommendation to the City Co - 10_02-02_A-1_501c3 Reconsider_FINAL.doc, 2. Reconsideration of a Recommendation to the City Co - 10_02-02_A-1_501c3 Reconsider_ATTACH.pdf
City of Culver City, California Parks, Recreation and Community Services Commission Agenda Item Report Meeting Date: _02/02/10__ Item Number: _A- 1 AGENDA ITEM: Reconsideration of a Recommendation to the City Council Regarding the Development of a 501(c)(3) Foundation as a Resource for Funding City Parks and Open Space Enhancements. Contact Person/Dept.: Bill La Pointe, PRCS Director Phone Number: (310) 253-6655 Fiscal Impact: Yes [] No [X] General Fund: Yes [] No [] Public Hearing: [] Action Item: [X] Attachments: [X] Public Notification: PRCS Master Notification List (01/28/10). Department Approval: Bill La Pointe, PRCS Director (01/26/10) City Attorney Approval: N/A Chief Financial Officer Approval: N/A City Manager Approval: N/A RECOMMENDATION: Staff recommends that the Parks, Recreation and Community Services Commission reconsider its recommendation to the City Council regarding the development of a 501(c)(3) entity (Foundation) as a resource for funding City parks and open space enhancements. BACKGROUND: On December 1, 2008, Mayor Scott Malsin received consensus from the City Council to agendize a discussion on whether or not the City should establish a 501(c)(3) foundation associated with the Parks, Recreation and Community Services Department similar to the one associated with the Cultural Affairs Department and the Cultural Affairs Commission. The City Council directed staff to present the establishment of a foundation to the PRCS Commission for consideration. Mayor Malsin suggested the foundation be dedicated to the purpose of encouraging community groups and corporations to donate funds in order to enhance Culver City parks and open spaces. The PRCS Commission has, over the years, continued to explore ways of securing external resources to support the PRCS Department facilities and programs. In May 2006, the PRCS Commission discussed the possibility of establishing a 501(c)(3) foundation to support park improvement projects and recreational programs. The Commission took action not to establish a foundation but rather a Commission subcommittee (now the Financial Resource Development Subcommittee) to explore funding opportunities. An excerpt of the minutes of the May 2, 2006 meeting is included as Attachment A. At it’s meeting of June 2, 2009, the PRCS Commission took action to recommend to the City Council that the Council support the development of a 501(c)(3) foundation City of Culver City, California Parks, Recreation and Community Services Commission Agenda Item Report as an additional resource for funding City parks and open space enhancements; and refer the issue back to staff and the Commission for further recommendation. An excerpt of the minutes of the June 2, 2009 meeting is included as Attachment B. Donations to the City for public purposes are tax-deductible as outlined in IRS Publication 526 (2008) which is provided as Attachment C. However, on occasion, entities or individuals will choose to donate only to a 501(c)(3) organization. Currently in such instances, the PRCS Department partners with the Culver City Parks and Service Foundation (CCPSF), an independent 501(c)(3) organization, which serves in the capacity of fiscal receiver. In essence this partnership allows the CCPSF, upon approval by their board of directors, to receive donated funds designated for the purpose of enhancing City parks and open space. The CCPSF then donates the funds to the City for such use as identified by the donor or the PRCS Department. The CCPSF has been used as the City’s fiscal receiver on various occasions, most recently to receive funds from an individual whose donation supported the installation of a new piece of playground equipment at Culver West Alexander Park. Funds donated by the Fox Hills Neighborhood Association to support the purchase of new barbeque grills and benches for Fox Hills Park, were also received by the CCPSF. The PRCS Department has also partnered with other independent 501(c)(3) organizations for the receipt of charitable contributions such as the Friends of the Culver City Dog Park, the Culver City Senior Citizens Association and the Culver City Great Parks Association. In contrast to such partnerships, the Culver City Cultural Affairs Commission established a 501(c)(3) foundation to serve as the tax-exempt entity for the receipt of charitable contributions for “promoting and supporting the historic preservation, public art and cultural programming services in Culver City”. These purposes, outlined in the Cultural Affairs Commission bylaws, are fulfilled through the work of the Cultural Affairs Commission. The Cultural Affairs Foundation Bylaws and Articles of Incorporation are included as Attachments D and E. DISCUSSION: On September 29, 2009, the PRCS Commission Financial Resources Subcommittee (Chair Daly Redholtz and Commissioner Stuart), met with City Manager, Mark Scott and PRCS Department Director, Bill La Pointe to further discuss the recommendation from the PRCS Commission. Mark Scott shared information about alternatives to establishing a 501(c)(3) foundation that could accomplish the same goals. In part as a result of this information, at the December 1, 2009 meeting, Chair Daly Redholtz requested and received consensus from the Commission to agendize a discussion on whether or not the Commission would wish to reconsider its June 2, City of Culver City, California Parks, Recreation and Community Services Commission Agenda Item Report 2009 recommendation to the City Council. The Subcommittee may wish to further comment on the details of their conversation with Mark Scott. FISCAL ANALYSIS: There is no cost associated with the discussion and recommendation of this item to City Council. However there will be costs associated with the development and establishment of a foundation. ATTACHMENTS: A. Excerpt of the May 2, 2006 PRCS Commission Meeting Minutes B. Excerpt of the June 2, 2009 PRCS Commission Meeting Minutes C. Excerpt from IRS Publication 526 (2008) D. Cultural Affairs Foundation Bylaws E. Cultural Affairs Foundation Articles of Incorporation MOTION: That the Parks, Recreation and Community Services Commission: 1. (As recommended on June 2, 2009,) Recommend that the City Council support the development of a 501(c)(3) foundation as an additional resource for funding City parks and open space enhancements; and refer the issue back to staff and the PRCS Commission for further recommendation. OR 2. Recommend that the City Council not support the development of a 501(c)(3) foundation but continue to partner with independent entities to receive charitable donations on behalf of the City. OR 3. Provide staff with alternate recommendation(s). MEETING DATE: February 2, 2010 AGENDA ITEM: Reconsideration of a Recommendation to the City Council Regarding the Development of a 501(c)(3) Foundation as a Resource for Funding City Parks and Open Space Enhancements. ATTACHMENTS Pages A. Excerpt of the May 2, 2006 PRCS Commission Meeting Minutes 1 - 2 B. Excerpt of the June 2, 2009 PRCS Commission Meeting Minutes 3 - 5 C. Excerpt from IRS Publication 526 (2008) 6 - 7 D. Cultural Affairs Foundation Bylaws 8 - 16 E. Cultural Affairs Foundation Articles of Incorporation 17 - 21 EXCERPT OF THE MINUTES OF THE REGULAR MEETING OF THE May 2, 2006 PARKS AND RECREATION COMMISSION 7:00 p.m. CITY OF CULVER CITY, CALIFORNIA CHAIR JEANETTE JAMES Call to Order The meeting of the Parks and Recreation Commission was called to order by Chair James at 7:10 p.m. in the Council Chambers, City Hall. 0O0 Roll Call Members Present: Commissioners James, Daly Redholtz, Deen, Shapiro, Cooper 0O0 Item A-1. Consideration to establish and appoint a Commission subcommittee on the development of a 501(c)(3) entity to explore funding opportunities to support park improvement projects and recreational programs. Bill La Pointe gave the staff report. Commissioner Daly Redholtz clarified the intent of the subcommittee is not to establish a new 501(c)(3) entity but to support funding opportunities/find ways to go about increasing the PRCS Department’s ability to raise more money from grants. MOVED BY COMMISSIONER DALY REDHOLTZ AND SECONDED BY COMMISSIONER COOPER THAT THE PARKS AND RECREATION COMMISSION APPOINT A SUBCOMMITTEE TO EXPLORE FUNDING OPPORTUNITIES TO SUPPORT PARK IMPROVEMENT PROJECTS AND RECREATION PROGRAMS AND TO INCLUDE DISCUSSIONS WITH THE CULVER CITY PARKS AND SERVICE FOUNDATION IN THIS EFFORT. Discussion ensued. Commissioner Shapiro pointed out that this is not the issue on the agenda. Heather Iker clarified the agenda item is broad enough to include the action proposed by Commissioner Daly Redholtz. Commissioner James said she is in favor of developing a subcommittee and expressed her desire to serve on the subcommittee. ATTACHMENT A 1Commissioner Deen said the issue is far too broad for a subcommittee, pointing out that the Cultural Affairs Commission created a 501(c)(3) after a cultural plan was developed. He said he would vote against it. Commissioner Shapiro said she is not in favor of creating a 501(c)(3) because of the cost to staff time, but indicated she would support a subcommittee to explore funding opportunities and the subcommittee could bring back information/a report of their findings to the Commission. AYES: Commissioners James, Daly Redholtz, Cooper, and Shapiro NOES: Commissioner Deen ABSTAIN: None ABSENT: None The Motion carried by a 4-1 vote. Commissioner Daly Redholtz emphasized the purpose of the subcommittee is to explore funding opportunities for the benefit of the City and enhance the quality of the parks for the public. MOVED BY COMMISSIONER SHAPIRO AND SECONDED BY COMMISSIONER COOPER TO APPOINT COMMISSIONERS JAMES AND DALY REDHOLTZ TO SERVE ON THE COMMISSION FUNDRAISING SUBCOMMITTEE TO EXPLORE FUNDING OPPORTUNITIES FOR PARKS AND RECREATION. AYES: Commissioner James, Daly Redholtz, Cooper and Shapiro NOES: Commissioner Deen ABSTAIN: None ABSENT: None The Motion carried by a 4-1 vote. 0O0 2EXCERPT OF THE MINUTES OF THE REGULAR MEETING OF THE June 2, 2009 PARKS, RECREATION AND 7:00 P.M. COMMUNITY SERVICES COMMISSION CITY OF CULVER CITY, CALIFORNIA Call to Order & Roll Call The meeting of the Parks, Recreation and Community Services Commission was called to order at 7:07 P.M. Present: Chair Anita Shapiro Vice Chair Vicki Daly Redholtz Commissioner Jeffrey Cooper* Commissioner Rick Hudson Commissioner Marianne Kim * arrived at 7:09 P.M. and left at 8:07 P.M. o0o Item A-2 Consideration of a Recommendation to the City Council Regarding the Development of a 501(c)(3) Foundation as a Resource for Funding City Parks and Open Space Enhancements Bill LaPointe, Parks, Recreation and Community Services Director, provided a summary of the material of record. Discussion between staff and the Commission included clarification regarding the differences between the proposed foundation and the Culver City Parks and Services Foundation. Chair Shapiro invited public participation. The following members of the audience addressed the Commission: Laura Stewart expressed support for the formation of a 501(c)(3) foundation. Hannah Dershowitz, Culver City Great Parks Association (CCGP), reported that the organization stood ready to participate and was willing to consider changing their charter to serve the function for what is being considered. ATTACHMENT B 3A discussion ensued between the Commission, staff and the speaker regarding: whether existing 501(c)(3)s might not be ready to accept donations in excess of $20,000; donation thresholds that require an organization to file a tax return; a suggestion that staff be directed to work on the item with CCGP; a suggestion that the groups work together; and clarification that the proposed group could serve as an additional resource for funding and would not be limited to parks. Moved by Commissioner Cooper and seconded by Commissioner Hudson to support the development of a 501(c)(3) corporation. Commissioner Cooper indicated that he would have to leave the meeting. Vice Chair Daly Redholtz thanked Commissioner Cooper for his mentorship and hard work on the Commission. Chair Shapiro also thanked Commissioner Cooper for his service. Commissioner Cooper left Council Chambers at 8:07 P.M. Additional discussion between the Commission and staff included: appreciation to CCGP for their offer; clarification that the proposed 501(c)(3) could apply for grants and the sole purpose of the group would be to serve the City; a request that the financial resource subcommittee of the Commission be involved; structures for specific donations to reduce paperwork; questions regarding the need for the 501(c)(3) since there are other non- profits in the community available; details including who would serve and what the bylaws would be; acknowledgement of the need to include the community; concern with previous failed efforts to work with the Parks and Services Foundation; and support for moving forward to explore the proposed organization further with the possibility of working with existing organizations. Commissioner Kim proposed an amendment to recommend that the City Council work with existing community organizations and support the development of a 501(c)(3) foundation as an additional resource for funding City parks and open space enhancements; and refer the issue back to staff and the PRCS commission for further recommendation. Further discussion ensued regarding: how to proceed with an amendment to a motion made by an absent Commissioner; concern that the amendment would limit the Commission; and a suggestion to hold the item to the next Commission meeting. 4 MOVED BY COMMISSIONER COOPER AND SECONDED BY COMMISSIONER HUDSON THAT THE PARKS, RECREATION AND COMMUNITY SERVICES COMMISSION: RECOMMEND THAT THE CITY COUNCIL SUPPORT THE DEVELOPMENT OF A 501(C)(3) FOUNDATION AS AN ADDITIONAL RESOURCE FOR FUNDING CITY PARKS AND OPEN SPACE ENHANCEMENTS; AND REFER THE ISSUE BACK TO STAFF AND THE PRCS COMMISSION FOR FURTHER RECOMMENDATION. The motion passed by the following vote: AYES: Daly Redholtz, Hudson and Shapiro NOES: None ABSENT: Cooper ABSTAIN: Kim Commissioner Kim clarified that she was abstaining due to a lack of information. o0o 5$159,950 ($79,975 if you are married filing sep- Table 1. Examples of Charitable Contributions—A Quick Check arately), you may have to reduce the amount of Use the following lists for a quick check of contributions you can or cannot deduct. certain itemized deductions, including charitable See the rest of this publication for more information and additional rules and limits contributions. For more information and a work- that may apply. sheet, see the instructions for Schedule A (Form 1040). Deductible As Not Deductible As Charitable Contributions Charitable Contributions Money or property you give to: Money or property you give to: Reminders • Churches, synagogues, temples, • Civic leagues, social and sports mosques, and other religious clubs, labor unions, and chambers of organizations Disaster relief. You can deduct contributions commerce for flood relief, hurricane relief, or other disaster relief to a qualified organization (defined under • Federal, state, and local • Foreign organizations (except certain governments, if your contribution is Organizations That Qualify To Receive Deducti- Canadian, Israeli, and Mexican solely for public purposes (for ble Contributions). However, you cannot deduct charities) example, a gift to reduce the public contributions earmarked for relief of a particular debt) individual or family. • Groups that are run for personal profit • Nonprofit schools and hospitals • Groups whose purpose is to lobby for • Public parks and recreation facilities law changes Introduction This publication explains how to claim a deduc- • Salvation Army, Red Cross, CARE, • Homeowners’ associations tion for your charitable contributions. It dis- Goodwill Industries, United Way, Boy cusses organizations that are qualified to Scouts, Girl Scouts, Boys and Girls • Individuals receive deductible charitable contributions, the Clubs of America, etc. types of contributions you can deduct, how • Political groups or candidates for much you can deduct, what records to keep, and • War veterans’ groups public office how to report charitable contributions. A charitable contribution is a donation or gift • Charitable organizations listed in Cost of raffle, bingo, or lottery tickets Publication 78 to, or for the use of, a qualified organization. It is voluntary and is made without getting, or expect- Dues, fees, or bills paid to country clubs, Expenses paid for a student living with you, ing to get, anything of equal value. lodges, fraternal orders, or similar groups sponsored by a qualified organization Qualified organizations. Qualified organiza- Tuition tions include nonprofit groups that are religious, Out-of-pocket expenses when you serve a charitable, educational, scientific, or literary in qualified organization as a volunteer Value of your time or services purpose, or that work to prevent cruelty to chil- dren or animals. You will find descriptions of Value of blood given to a blood bank these organizations under Organizations That Qualify To Receive Deductible Contributions. address below and receive a response within 10 See How To Get Tax Help near the end of Form 1040 required. To deduct a charitable days after your request is received. this publication for information about getting contribution, you must file Form 1040 and item- these publications and forms. ize deductions on Schedule A. The amount of your deduction may be limited if certain rules Internal Revenue Service and limits explained in this publication apply to 1201 N. Mitsubishi Motorway you. Bloomington, IL 61705-6613 Comments and suggestions. We welcome Organizations That Tax questions. If you have a tax question, your comments about this publication and your check the information available on www.irs.gov suggestions for future editions. Qualify To Receive or call 1-800-829-1040. We cannot answer tax You can write to us at the following address: questions sent to either of the above addresses. Deductible Internal Revenue Service Useful Items Contributions Individual Forms and Publications Branch You may want to see: SE:W:CAR:MP:T:I You can deduct your contributions only if you 1111 Constitution Ave. NW, IR-6526 Publication make them to a qualified organization. To be- Washington, DC 20224 come a qualified organization, most organiza- ? 78 Cumulative List of Organizations tions other than churches and governments, as We respond to many letters by telephone. ? 561 Determining the Value of Donated described below, must apply to the IRS. Therefore, it would be helpful if you would in- Property clude your daytime phone number, including the ? 4492-B Information for Affected area code, in your correspondence. Publication 78. You can ask any organization Taxpayers in the Midwestern You can email us at *taxforms@irs.gov. (The whether it is a qualified organization, and most Disaster Areas asterisk must be included in the address.) will be able to tell you. Or you can check IRS Please put “Publications Comment” on the sub- Form (and Instructions) Publication 78, which lists most qualified organi- ject line. Although we cannot respond individu- ally to each email, we do appreciate your zations. You may find Publication 78 in your ? Schedule A (Form 1040) Itemized feedback and will consider your comments as local library’s reference section. Or you can find Deductions we revise our tax products. it on the Internet at http://www.irs.gov/app/ ? 8283 Noncash Charitable Contributions pub-78. You can also call the IRS to find out if an Ordering forms and publications. Visit organization is qualified. Call 1-877-829-5500. www.irs.gov/formspubs to download forms and (For TTY/TDD help, call 1-800-829-4059.) publications, call 1-800-829-3676, or write to the Page 2 Publication 526 (2008) Excerpt from IRS Publication 526 (2008) ATTACHMENT C 6• Churches, a convention or association of the laws of Israel. The deduction will be allowed Types of Qualified churches, temples, synagogues, in the amount that would be allowed if the organ- Organizations mosques, and other religious organiza- ization was created under the laws of the United tions. States, but is limited to 25% of your adjusted Generally, only the five following types of organi- gross income from Israeli sources. zations can be qualified organizations. • Most nonprofit charitable organizations such as the Red Cross and the United 1. A community chest, corporation, trust, Way. fund, or foundation organized or created in • Most nonprofit educational organizations, or under the laws of the United States, any Contributions including the Boy (and Girl) Scouts of state, the District of Columbia, or any pos- America, colleges, museums, and daycare session of the United States (including You Can Deduct centers if substantially all the childcare Puerto Rico). It must be organized and op- provided is to enable individuals (the par- Generally, you can deduct your contributions of erated only for one or more of the following ents) to be gainfully employed and the money or property that you make to, or for the purposes. services are available to the general pub- use of, a qualified organization. A gift or contri- lic. However, if your contribution is a sub- a. Religious. bution is “for the use of” a qualified organization stitute for tuition or other enrollment fee, it when it is held in a legally enforceable trust for b. Charitable. is not deductible as a charitable contribu- the qualified organization or in a similar legal c. Educational. tion, as explained later under Contribu- arrangement. tions You Cannot Deduct. The contributions must be made to a quali- d. Scientific. fied organization and not set aside for use by a • Nonprofit hospitals and medical research e. Literary. specific person. organizations. f. The prevention of cruelty to children or If you give property to a qualified organiza- • Utility company emergency energy pro- tion, you generally can deduct the fair market animals. grams, if the utility company is an agent value of the property at the time of the contribu- for a charitable organization that assists Certain organizations that foster national tion. See Contributions of Property, later. individuals with emergency energy needs. or international amateur sports competition Your deduction for charitable contributions is also qualify. • Nonprofit volunteer fire companies. generally limited to 50% of your adjusted gross 2. War veterans’ organizations, including income, but in some cases 20% and 30% limits • Public parks and recreation facilities. posts, auxiliaries, trusts, or foundations, or- may apply. In addition, the total of your charita- • Civil defense organizations. ganized in the United States or any of its ble contributions deduction and certain other possessions. itemized deductions may be limited. See Limits on Deductions, later. Canadian charities. You may be able to de- 3. Domestic fraternal societies, orders, and Table 1 in this publication lists some exam- duct contributions to certain Canadian charita- associations operating under the lodge sys- ples of contributions you can deduct and some ble organizations covered under an income tax tem. that you cannot deduct. treaty with Canada. Note. Your contribution to this type of To deduct your contribution to a Canadian organization is deductible only if it is to be charity, you generally must have income from Contributions From used solely for charitable, religious, scien- sources in Canada. See Publication 597, Infor- Which You Benefit tific, literary, or educational purposes, or for mation on the United States-Canada Income the prevention of cruelty to children or ani- Tax Treaty, for information on how to figure your If you receive a benefit as a result of making a mals. deduction. contribution to a qualified organization, you can 4. Certain nonprofit cemetery companies or deduct only the amount of your contribution that Mexican charities. You may be able to de- corporations. is more than the value of the benefit you receive. duct contributions to certain Mexican charitable Note. Your contribution to this type of Also see Contributions From Which You Benefit organizations under an income tax treaty with organization is not deductible if it can be under Contributions You Cannot Deduct, later. Mexico. used for the care of a specific lot or mauso- If you pay more than fair market value to a The organization must meet tests that are leum crypt. qualified organization for merchandise, goods, essentially the same as the tests that qualify or services, the amount you pay that is more U.S. organizations to receive deductible contri- 5. The United States or any state, the District than the value of the item can be a charitable butions. The organization may be able to tell you of Columbia, a U.S. possession (including contribution. For the excess amount to qualify, if it meets these tests. Puerto Rico), a political subdivision of a you must pay it with the intent to make a charita- state or U.S. possession, or an Indian tribal If not, you can get general information ble contribution. government or any of its subdivisions that about the tests the organization must perform substantial government functions. meet by writing to the: Example 1. You pay $65 for a ticket to a Note. To be deductible, your contribution Internal Revenue Service dinner-dance at a church. All the proceeds of the to this type of organization must be made International Section function go to the church. The ticket to the din- solely for public purposes. P.O. Box 920 ner-dance has a fair market value of $25. When Example 1. You contribute cash to your Bensalem, PA 19020-8518. you buy your ticket, you know that its value is city’s police department to be used as a less than your payment. To figure the amount of reward for information about a crime. The your charitable contribution, you subtract the To deduct your contribution to a Mexican char- city police department is a qualified organi- value of the benefit you receive ($25) from your ity, you must have income from sources in Mex- zation, and your contribution is for a public total payment ($65). You can deduct $40 as a ico. The limits described in Limits on purpose. You can deduct your contribution. charitable contribution to the church. Deductions, later, apply and are figured using Example 2. You make a voluntary contri- your income from Mexican sources. Those limits Example 2. At a fund-raising auction con- bution to the social security trust fund, not also apply to all your charitable contributions, as ducted by a charity, you pay $600 for a week’s described in that discussion. earmarked for a specific account. Because stay at a beach house. The amount you pay is the trust fund is part of the U.S. Govern- Israeli charities. You may be able to deduct no more than the fair rental value. You have not ment, you contributed to a qualified organi- contributions to certain Israeli charitable organi- made a deductible charitable contribution. zation. You can deduct your contribution. zations under an income tax treaty with Israel. To qualify for the deduction, your contribution Athletic events. If you make a payment to, or Examples. The following list gives some ex- must be made to an organization created and for the benefit of, a college or university and, as amples of qualified organizations. recognized as a charitable organization under a result, you receive the right to buy tickets to an Publication 526 (2008) Page 3 7 ATTACHMENT D 8 9 10 11 12 13 14 15 16 ATTACHMENT E 17 18 19 20 21