For filing requirements, refer to FTS Pub.1068, Exempt Organizations - Filing Requirements and Filing Fees. Go to ftb.aa.gov and search for 1068.
All California public benefit corporations must register with the California Attorney General's Office Registry of Charitable Trusts within 30 days of first receiving any assets.
The Attorney General regulates charities arid=the professional fundraisers who solicit on their behalf.
The purpose of this oversight is to protect charitable assets for their intended use and ensure that the charitable donations contributed by Californians are not misapplied and squandered through fraud or other means.
Please refer to oag.ca,gov/Charities for further information on registration requirements and contact information. Also see the publication Attorney General's Guide for Charities.
This exemption is for state franchise or income tax purposes only. For information regarding sales tax exemption, contact the California Department of lax and Fee Administration at 800.400.7115 or go to their website at cdtfa.c a-gov-
Exempt Organizations Unit
Telephone: 916.845.4171
Fax: 916,843.0545
cc: PATI-{ICiA INGRAM
FTS 9944 PASS (REV 0$-2018) aempt Appjjoation�Correspondenct, 1LTR 001 - EAL
ATTACHMENT 22
390
Fiscal Year.
Date Application submitted.
Submit to:
City of Yucaipa
Geller~! SerVices/City Clerk Dep;:rtnUZrt
34272 Yucaipa Blvd.
Yucaipa, CA 9-2399
Attu; Kimberly Metzler
COMMUNITY ACTIVITY GRANT
FINANCIAL / IN -KIND / FEE WAIVER
A PPL I CA TION
2023-2024 '
May 11, 2023 RecelvOd
City of Yucaipa
MAY 112023
General Services/
City Clerk's Department
All sections of the application must be returned complete and all supporting documentation provided prior to City Council review. Incomplete applications received will he returned to the applicant.
Nanic of Applicant/Organization:
Applicant/Organization bailing Address:
Yucaipa Woman's Club
P.O. Box 153, Yucaipa CA 92399
Appiicant/Crganlzation Phone Number: ()C9 ) 797 0788
Virginia Cosby
Couiaet { f)
(909 ) 795 234 9
Nainc
Phone Number
earth I935 [tgt-nail.coni
E-mail address
10a; iiy,-I Gower
Contact (2)
(909 ) 954 0244
[email protected]
E-mail address
SECTION 2 - ELIGIBILITY 1
Yes
No
Is your organization located in another community?
.�
Will take in
[ 1
the program/event place another community?
Arc you aware of any other City program providing this service? L,1
U
if su, which one'?
"Yes"
H f ■• . •r. r r.
you $risr+•cx'c CS fcr any o the qucsiiirris �rSiC•[i �iUOWC, ybuY regs;esi ;s u(ti w~nnix;iL• cur tl;c CUr;;u;u►i;fy Ati;v;Fy i>rebtit.
City of`Yucuipa Connnunity Activity Orants Application, ♦ ev. 03/2023 391 Pala l
Your organization must be an established 501(c) to be considered for Community Activity Grant funding.
Please Submit dockin—leriiation verifying organization 501(ej status along with this application.
Yes V
your organization a 501;c;? El
95-1640492
ifyeE, lease provide Tax lD4 and attach all supporting documents.
Does this application i.ncludc submittal of documentation verifhlg 501.(c) status? r1 rl How long has your .501(c) organization boon in cxistcrice? 112 years 0 Number of Employees worltitig for organization:
64 Number of Volunteers working for organisation:
Is a current City Council Member on your board'? © ❑✓
61 How many Yucaipa residents does your organization currently serve? Does the organization charge admission. membership fees, dues, etc.'? 0 ❑ If yes, please describe: Dues are $50 per year
Names and Titles of Officers and Board of Directors: (Please attach an organization chart, if available) Sharon Ring, President (as of7/l/2023) Virginia Cosby, Trustee (as of 7/1/2023) Amanda Hall, I St VP
Marie Swaim, 2nd VP
Rita Carrozza, 3rd VP
Marie Ritch, Treasurer (as of 7/1/2023)
Candace Johannssen, Secretary
Marilyn Gower, Trustee
1? ter► -rS a",,4 m, r ata +n 160 year CIA clubhouse
Name of the progranlevenc R.lPa 1 ��.� u �' � �., f `xl CIA u 1 .,� ■�Ni
Date(s) of program/event: Ovid ing Z.vL..1
Describe the program/event that organization is seeking support Ibr:
(Attach any eventfprogram promotional materials associated with program/event) This building is a California Point of Historical. Interest, We continue to nna.ce it safe and comfortable for 1.1 e us:
of members of the community as well as our membership.
City Of YIM61W Co111111E111ity Activity Grants Application, Rev. 03/2023 392 Pago 2
Describe how the prograinlevent benefits the residents and/or community of Yucaipa:
The b!!iUng is used by a martfal arts group, a table tennis ,,groum a massage therapist, Yucaipa Mobile Realtors Association (YMRA), an ALANON group and others. Members gather regularly for meetings and special events. These activities are open to all residents of the c:ommuniry Program/Event Primary Target Population (check aii that apply):
❑■
Children or Youth
❑■
Senors
F1
Low Income
❑
Victims
LE]
Persons with Disabilities
L]
Welfare Recipients
Number of Rusidcnts "Projected to Serve: aii
Please identify what your organization is sccking:
Financial Support: ED Yes ❑ No $ 400D
$200 SEP Fee
Waiver., ❑ `ves ['r1 No
Public
!n-kind Support; Police S Fire $ IvVorks $
Reassigned
Staff $
In -Kind
Total Amount of Request: So►
Other $ Explain
S200 SEP
Financial Sitnnorl Fee Waiver
$ 4000 So
Provide a dctaflicd dcscrip'Llon of iiow dic financial support will be used:
❑■ Women
❑ Homeless
Entire Community
CS/Rental 8
Total Overall
Request
$400n
The city has pr ovid,od funds in the p st fc.- var ous, .—,pairs ?at thw 4.lubiholisC. We deeply appr: ciate the generosity of the City towards our organization.
This year the Clubhouse flooded in April while we were installing a new root Most of the interior damage will be repaired by the contractor. The club would like to complete repairs, while touching up all areas that show wear and tear from 100 years of use. Such as, new draperies which the contractor will not cover.
Baseboard and door.jam sanding and touch up paid. Small items that have been neglected for years.
The city pl]1 in new sidewalks and we'd like to r;ompl.ete the, npw look. wit ). impoved londsraning. One member is a master gardener and will head the committee to make "the grand old damc" took good again.
City of YnCttiptt Community Activity Grants Application, Rev. U2023 393 Pav 3
What other in-kindltinancial contributions has your organization received to fund this event/program (separate fronm City funding)?
In -Kind
Financial
Amnnlit
Support Amount
/�]i pq r�
/y �+ h estate
Possible estate donatior.
Ira n
�
�
i otal Funds \eceived To Date:
$
$
4000
Total Funds Requested `Jiia Grant Application:
v
c
°ctrtuining laaiancc That Will )lac Funded By
ail we can
Organization:
Provide City funding received by organization in the past three years (required):
Program
In -Kind
Financial
$16.25 SEP
Date
Total Received
�, ar,F, ti.-t
Fee Waiver
::e.eive :
`�� 4
Co llmunAty Gmta 1t
Community
2v22
`� F�
❑
❑
El
�3250
CClZ1'.i'unity (Gral"t
2021
©
❑
❑
�3935
Comr7t', ni y Grant,
❑
❑
❑
2i012f01 —
2951
1, the undersigned, do Hereby attest that the above information is true and correct to the best of my knowledge, and understand that the away cd financial grant amount needs to be spent prior to submitting another grant request.
J-- /r-- 3
Signature d Title Date
TO HE i 1 BY f +
Date Received: "�f Date Reviewed: Y f
Amount Funded: $
Type of Grant: 0 In -Kind
Date City Council received follow up report:
City Council Meeting:
GKFinancial Support
te r Tom- �---�
LJ Fee Waiver
City of Yue;uipa CUMMUnity Activity Grants Application. Rev. 0312023 394 Page 4
ATTACHMENT 23
395
NON -DEPARTMENT
FUNCTION
This section of the budget was created to account :For those items that are not directly associated with any specific department. These are items such as lease payments, Citywide dues and publications, postage, etc. Also included in this section is the amount set -aside annually for new equipment and equipment replacement.
The Non -Department budget also includes Nat -Far -Profit Funding. FY 23/24 allocations include.
Contribution to Chamber of Commerce Operations $ 17,942 Interfaith 3,000
Veterans Day Ceremony (Cali-Caipa Nooners Lions Club) 500 Yucaipa Animal Placement Society (YAPS) 10,000
Family Services Association Riverside - Senior Nutrition 8,500 Family Services Association Redlands - Yucaipa Outreach 5,000 Christmas Parade (Rotary Club) 1,000
Total Not -For -Profit Funding FY23/24* S 45,942
* All in -kind requests will continue to process through the Community Activity Grant (CAG).
City of Yucaipa Annual Budget 2023-2024 Page 53
396
ATTACHMENT 24
397
CAG Community Activity Grant Program Guidelines — FY2023124 Purpose of the Yucaipa Community Activity Grant Program The purpose of the Yucaipa Community Activity Grant Program is to support the efforts of local non-profit 501(c) agencies/organizations that provide valuable services, programs and/or events to the Yucaipa residents.
Who is eligible for the program?
Applications for the Yucaipa Community Activity Grant will ONLY be accepted from Yucaipa based non-profit 501(c) organizations.
What can be funded?
Local non-profit agencies/organizations may request matching funds for: ongoing programs/services, proposed new programs and/or services, small/large scale special events that meet the established guidelines.
Groups/Programs that are Ineligible?
• Organization is not an established 501(c).
+ Organization is located in another community.
• New proposed program, service, or event that is already being provided for in the community. • Program/event will take place in another community.
+ Programming for and rental of the Equestrian Center, and the Uptown Park facilities. * Programming for and rental of the Yucaipa Performing Arts Center (YPAC), apart from the Yucaipa High School (YHS) Music and Art Department (production equipment and personnel ineligible).
Requirements and Funding Limitations
• The application must be complete and contain applicant information, amount of request, proof of eligibility, clear statement of need, target population, program description/scope, outcome measurement, applicant background, experience in program area, and financial capabilities/budget is required to ensure grant funds are used to subsidize and not supplant the program, + The grant program will be reviewed on a yearly basis during the budget process to analyze funding availability for the upcoming fiscal year. If Council determines that the budget priorities have changed and funds need to be reallocated, the grant amount may be increased, decreased or deemed unavailable for that fiscal year.
• Grant applications requesting financial support will have a firm deadline. • Applications will not be considered when grant funds are depleted. • Grant applications requesting in -kind support will be reviewed and considered as received until funds are depleted.
+ Grant awarded funds must be spent during the grant awarded fiscal year. • The awarded grant recipients must submit a detailed follow-up financial accountability report within one month following the event/project in order to remain eligible for future funding.
Payment Process & Accountability Requirements
Upon City Council award, the City will initiate the approved payment in full (30-45 days).
Following receipt of the grant funds and completion of the awarded project, grant recipients must submit to City Council an event reporting financial worksheet within one month following the event/project.
Community Activity Grant Submittal
• Applicants may not submit another application if the funding has not been spent within the effective fiscal year.
Completed grants can be hand delivered to the General Services/City Clerk Department or ernalled/mailed to the following address:
City of Yucaipa
34272 Yucaipa Blvd.
Attn: Kimberly Metzler
Yucaipa, CA 92399
[email protected]
399
ATTACHMENT 25
m
Community Activity Grant - TRACKER G77Y OF
Fiscal Yrs Zoio/11 through Zozz/z3
FY aoio/n FY ion/iz FY aoiz/13 FY aoi3A4 FY ioi4/15 FY aoi5/i6 FY aoi6/17 FY aoi7/i8 FY aoi8/i9 FY aoi9/ao FY aoao/ai FY aoai/aa FY aoaa/a3 Grand Total Applicant
Description of
Financial Awards
4th of July Celebration
4th of July Celebration
Committee
$6,000
$6,000
Audio Vision Radio Reading
Radio Reading Services for the Blind
Svcs For The Blind, Inc.
$3,000
$3,000
$6,000
Chamber of Commerce
Yucaipa First -Shop Local Program
$20,000
$26,100
$20,000
$19,000
$13,500
$98,600
Budgeted -Non-Department, Not -For -Profit Funding
Farmers Market
$9,440
$9,440
Family Service Association
Senior Nutrition Program
Budgeted - Non -Department, Not -For -Profit Funding
$10,625
$6,500
$3,420
$20,545
FamilyService Association of
Yucaipa Outreach Project
$5,000
$4,000
$2,000
$5,000
$3,587
$3,500
$23,087
Redlands
Roof for Storage Shed
$1,000
$1,000
Gardenworksforkids
Children's Garden
$2,500
$2,500
$1,875
$2,000
$8,875
Interfaith
Food for the Needy
Budgeted - Non, Department, Not -For -Profit Funding
$2,500
$2,500
$3,000
$3,000
$3,000
$14,000
Mesa View Middle School
Destination Imagination Global Finals
$1,500
$1,500
Redlands Bicycle Classic, Inc.
Yucaipa Circuit Race
$165
$165
Rotary Club of Yucaipa
Christmas Parade
$700
$700
Smiles For Seniors
Low Income Senior Assistance
Foundation
$5,000
$4,000
$4,000
$4,000
$4,000
$3,587
$2,800
$23,800
Spartans FC
YVYSO/Spartans Cup
$1, 800
$1,800
Our Neighbors Clothing Closet
The Well Outreach Center
Program
$1,000
$1,000
Valley Elementary School
Leadership Day Event
$1,000
$750
$1,000
$2,750
Veterans of Foreign War Post
Veterans Day Ceremony
Budgeted -Non-Department, Not -For -Profit Funding
7347
$500
$500
$500
$500
$500
$2,500
Yucaipa Animal Placement
EZ-UP Tents and Tables
$1,200
1 1
1 $1,200
Spay/Neuter Program
$10,000
$10,000
$10,000
$10,000
$10,000
Budgeted - Non -Department, Not -For -Profit Funding
$50,000
Society (YAPS)
Yucaipa BMX
BMX Park Upgrades
1 1
1 1
1 $9,580
$9,580
401
-" OF
Community Activity Grant - TRACKER
�A _ ®1
Fiscal Yrs 2010/1111 through 2.0222,/23
FY 2010/11 FY 2011/12 FY 2012/13 FY 2013/4 FY 2014/15 FY 2015/16 FY 2oi6/17 FY 2017/18 FY 2oi8/ig FY 2019/2o FY 2020/21 FY 2021/22 FY 2022/23 Grand Total Applicant
Description .
Financial Awards
Yucaipa Community
Install Brick Pavers in Support of the
Foundation
Arts
$4,000
$4,000
Yucaipa Elks Lodge #2389
Elks National Hoop Shoot Free Throw
Program
$1,000
$1,000
$1,300
$960
$4:,999
$4:,999
$1,200
$5,460
Yucaipa Family Assistance
Various Improvements
$2,500
$1,875
$2,500
$6,875
Yucaipa High School
YHS Baseball Team to travel to NC for
NHSI Invitational
$1,000
$1,000
Yucaipa Valley Gem &
Youth Classess for Sciences,
Mineral Society
Silversmithing, Faceting, etc.
$2,500
$1,875
$4,375
Teaching Children About History
Program
$4,850
$4,850
Yucaipa Valley Historical
Society
Decades Book
$2,500
$2,500
Firestation Museum
$3,500
$3,500
Yucaipa Valley Lions Club
4th of July Celebration
$500
$500
Yucaipa Valley Welfare, Inc.
Security Cameras
$2,500
$2,500
Yucaipa Valley Wine Alliance
American Viticultural Area
$3,035
$3,035
Yucaipa Womans Club
Facility Improvements
$5,000
$10,000
$9,500
$6,500
$5,500
$4,000
$6,840
$3,935
$2,951
$3,500
$57,726
Fiscal Year Totals
$44,500
$51,540
$50,475
$50,000
$50,000
$14,500
$17,500
$17,500
$17,500
$17,500
$17,435
$17,500
$17,500
$378,863
Figures are rounded to the nearest dollar
402
ATTACHMENT 26
403
CITY OF YUCAIPA
FY 2023/24 COMMUNITY ACTIVITY GRANT PROGRAM
PRIORITIZATION WORKSHEET
IN-KM/FEE WAIVER REQUESTS
F
Description of
FY 2023/24
Awards Granted
5i
o
F
U
Applicant
Event/Program
In -Kind Support Requested
(Last 3 Years)
A
Grant Award
Grant Award
Grant Award
e
0 U
A] -Anon
Weekly Meetings
$ 2,862.00
$285.00
$1,314.00
$879.00
Childhood Cancer Foundation of Southern
California
2024 Spring Egg Hunt
$ 1,000.00
$646.25
$684
$310
2023 Veterans Day
Calicai allooners Lions Club
Ceremony
$ 974.00
$421.25
$304
$1.020
Inland Leaders Charter School
Volleyball Games
$ 1,800.00
N/A
$3,119
$2,835
Redlands Bicycle Classic, Inc.
2024 Yucaipa Road Race
$ 10,875.00
$8,909.00
ST731
$7,850
Rotary Club of Yucaipa
Weekly Meetings
$ 10,155.00
$962.00
$5,454
$9,126
Rotary Club of Yucaipa
2023 Christmas Parade
$ 12,334.00
$4,763.25
$5,152
$8,713
Twice Monthly
Yucaipa Valley Art Association
Meetings/Art Class
$ 2,958.00
N/A
$687.00
$2,624
Yucaipa Valley Art Association
Weekly Art Meetings
$ 5,733.00
N/A
N/A
N/A
Yucaipa Valley Lions Club
Monthly Meetings
$ 540.00
N/A
N/A
$324
Yucaipa Youth Basketball
2023/24 Basketball Season
$ 4,080.00
N/A
N/A
N/A
Total In -Kind Requestsi
$ 53,311.00
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
Total Awarded #REF!
Balance Remaining #REF!
Pao(04
CITY OF YUCAIPA
FY 2023/24 COMMUNITY ACTIVITY GRANT PROGRAM
PRIORITIZATION WORKSHEET
FINANCIAL REQUESTS
FY 2023/24
Awards Granted
Description of Event/Program
Financial
(Last 3 Years)
A
U
F
U
A licant
PP
Support
c
Requested
FY 2020/21
FY 2021/22
FY 2022/23
U
Grant Award
Grant Award
Grant Award
Yucaipa Youth Basketball
2023/24 Basketball Season
$2,000
N/A
N/A
N/A
The Church of Jesus Christ of Latter -Day Saints
Yucaipa Freedom Run 5K Fun Run and Walk
$1,000
N/A
N/A
N/A
Family Promise of Yucai a/Calimesa
Operational Expenses
$17,500
N/A
N/A
$941
Family Service Association of Redlands
Our Neighbors Clothing Closet Program
$5,000
N/A
$3,587
$3,500
Gardenworksforkids
Autism Patio Cover
$1,700
2500
$1,875
$2,000
Smiles for Seniors Foundation
Assist Low Income Seniors
$3,000
N/A
$3,587
$2,800
Valley Elementary School
Leadership Da
$1,500
$1,000
$750.00
$1,000.00
The Well Outreach Center
Provide Basic Clothing Needs to At -risk Students
$3,000
N/A
N/A
$1,000
Yucai a/Calimesa Family Assistance
Purchase and Install Security Cameras
$4,557
$2,500.00
N/A
$2,500.00
$1000.00 (Returned
$1000.00 (Returned
funds City due to
funds City due to
Yucaipa Elks #2389
Annual Hoop Shoot and Soccer Shoot
$1,000
COVID-19)
COVID-19)
$1,200.00
Yucaipa Pickleball, Inc.
Clinics and Open Play Opportunities
$14,450
N/A
N/A
N/A
Yucaipa Womans Club
On -going Maintenance of Building
$4,000
$3,935
$2,951
$3,500
Total Financial Requestsi
$58,707
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
Total Awarded #REF!
Balance Remaining #REF!