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2005-07-28 Work SessionITEMS FOR DISCUSSION ASSEMBLY WORK SESSION July 28, 2005 - 7:30 p m. Borough Conference Room AGENDA CITIZENS' COMMENTS (limited to three minutes per speaker) 1. Planning & Zoning Commission/Parks and Recreation Committee A. Kodiak Island Comp Plan Power Point Presentation B. Land Disposal 2. Rasmuson Foundation Awards (Assemblymember Branson) PACKET REVIEW MANAGER'S COMMENTS CLERK'S COMMENTS MAYOR'S COMMENTS ASSEMBLYMEMBER COMMENTS ON LEAVE I Abell - July 13- August 10 Selby August 3 -12 ASSEMBLY CALENDAR ,Tuly 2005 28 7:30 pm Assembly Work Session - CR (Planning & Zoning Commission) 7:30 pm City Council Regular Meeting - AC 30 All Day Service Area No. 1 Board Meeting - BFH August 2005 4 7:30 pm Assembly Regular Meeting - AC 9 7:00 pm Parks and Recreation Committee Meeting - CR 10 7:30 pm Planning and Zoning Commission Work Session- CR 11 CANCEL A 3ecia bl W u, k S vaa:v.t • CR 15 7:00 pm School Board Work Session - SD /CR 17 7:30 pm Planning and Zoning Commission Regular Meeting - AC 16 CANCI L1 A a,Lu, l i l y R Lgu l al .,l ; „6 - AC 23 7:00 pm Parks and Recreation Committee Meeting - CR 7:30 pm City Council Work Session - SD /CR 25 7:30 pm Assembly Work Session - CR 7:30 pm City Council Regular Meeting - AC 29 7:00 pm School Board Regular Meeting- AC September 2005 1 7:30 pm Assembly Regular Meeting - AC 8 7:30 pm Assembly Work Session - CR 12 7:00 pm School Board Work Session - SD /CR 13 7:00 pm Parks and Recreation Committee Meeting - CR 14 7:30 pm Planning and Zoning Commission Work Session -CR 15 7:30 pm Assembly Regular Meeting - AC 21 7:30 pm Planning and Zoning Commission Regular Meeting - AC 26 7:00 pm School Board Regular Meeting - AC 27 7:00 pm Parks and Recreation Committee Meeting - CR 7:30 pm City Council Work Session - SD /CR 29 7:30 pm Assembly Work Session - CR 7:30 pm City Council Regular Meeting - AC PRESS CENTER RASMUSON FOUNDATION home abut us dully pa a�nr are -� press uentrir w ri act ESS CENTER , print page L email page search site '., home > press center > foundation celebrates 50th in homer For Immediate Release Contact: Jeff Clarke Rasmuson Foundation celebrates 50 years: Awards $10.7M for projects across state Anchorage - In celebration of its SOth anniversary, the Rasmuson Foundation Board awarded $10.7 million to 29 projects across the state. Foundation staff and Rasmuson family members convened June 28 -30, 2005 in Homer, Alaska to commemorate the milestone anniversary of Jenny and her son Elmer Rasmuson's founding of the Rasmuson Foundation with $3,000 in 1955. In the intervening 50 years, Foundation assets have grown to $500 million. The Foundation has distributed approximately $70 million in grants to over 1,300 projects across the state. At a reception for Homer community members, Board Chairman Ed Rasmuson commented, "We are pleased to have the opportunity to share this milestone event with the Homer community. Horner, like so many Alaskan communities, is fortunate to have great nonprofit organizations that are dedicated to enriching its citizen's lives'." Since its first grant to the Pratt Museum in 1977, the Rasmuson Foundation has awarded nearly $3.5 million to Homer organizations. Homer Mayor Jim Hernaday presented the Foundation with a key to the City. In a surprise announcement, the Rasmuson Foundation awarded the Homer Foundation with a special grant to continue with their notable efforts "to enhance the quality of life for the citizens of the greater Homer area by promoting philanthropic and charitable activities." A $50,000 check was presented to Homer Foundation Board members Ken Castner and Steve Yoshida, and Executive Director Joy Steward. "We wanted to celebrate our fifty years by doing what we do — giving grants," commented Rasmuson Foundation President Diane Kaplan. In other actions, the City of Petersburg received a $1,176,050 award to complete a state- of -the- art aquatic center estimated to cost $8.33 Million. The aquatic center replaces an existing swimming pool that is used extensively by the Petersburg School District to teach the children of this marine community swimming and cold -water survival techniques. The Petersburg community supported two separate bond votes totaling $5.8 million for the project. Passage of the bond issues sent a clear signal about the collective support for this community priority. The Alaska Community Foundation (ACF) received a five -year capacity building grant for $400,000 that will aid in their goal to increase their managed assets. ACF receives contributions, both large and small, from a broad range of individuals and organizations. The earnings are provided for charitable needs, as directed by the donor's intent. ACF's assets have grown from $334,000 in 1997 to $11.3 million today with 65 separate donor - advised and organizational funds. The City of Valdez received a $600,000 award to undertake a 10 -unit senior apartment wing atop a 25- garage unit estimated to cost $4,493,360. This project will complement the existing 15 -unit senior apartments at the Valdez Senior Center and address a standing waiting list of over 33 seniors interested in living in the apartment units. While twelve grants have been previously awarded to various organizations in Valdez, this is the first Tier 2 grant (over $25,000) awarded by the Rasmuson Foundation to the community. Barrow Search and Rescue, Inc. received a $55,000 award for the purchase of a new 29 -foot rescue boat estimated to cost $105,000. The organization boasts over 120 local volunteers who willingly put their lives at risk in hostile weather conditions to save stranded hunters and fishermen. The current rescue boat is over 30 years old and the transom has been repaired with make -shift steel welded plates. The Foundation agreed that the current boat must be replaced to continue the organizations 35 year history of volunteer search and rescue. Page 1 of 2 http:// www. rasmuson .org/PressRelease /index.php? switch = view _pressrelease &iReleaselD =66 &highlight... 7/19/2005 'Home DONATE NOW THRO GH loots Om Foundation Advise Form Pii btIt:clt ions Who We Are The Homer Foundation is a community foundation, a vehicle through which individuals, businesses, foundations, and organizations are able to make gifts and bequests to benefit Alaska's Southern Kenai Peninsula. These assets are invested and prudently managed and the income used to address a broad spectrum of needs in the community. The Homer Foundation is both flexible and permanent in nature, thus assuring donors that the spirit of their gift will endure. rage 1 011 http: / /www.homerfund.org /index2.html Copyright © 2002 The Horner Foundation Home Our Foundation Tools For Giving Grant Making For Professional Advisors Forms Library Publications Contact Us .in.A y' yr is charityfacus 7/28/2005 e 1. �ren# 45 -4Lt s l s ,;. 6. cc of Lfl Work Session Meeting of: r 15 90 i na ' ' b KODIAK ISLAND BOROUGH WORK SESSION MEETING KODIAK ISLAND BOROUGH WORK SESSION MEETING Work Session Meeting of: l tZF' please print your name 1. 4Cwo/ 6!`ePvi J 2. U)PS�h" 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. ants Advisors ung httnv / /xxnxnxr hnmerfimd nro /nnrfnnndatinn html Our Foundation Board of Trustees: Created in 1991, the Foundation currently manages twenty-five charitable funds, with assets of $620,000. In the eleven years since inception, the Homer Foundation has invested over $412,066 in the community through grants programs, donor advised distributions and special projects. Mission: Our mission is to enhance the quality of life for the citizens of the greater Homer area by promoting philanthropic and charitable activities. Goals: • Develop a permanent endowment for the community. • Meet prudent standards in the stewardship of philanthropic assets. • Promote effective and responsible grant making designed to serve current and future community needs. • Demonstrate community leadership in identifying problems and designing philanthropic solutions. • Assist donors in fulfilling their philanthropic goals by providing a variety of philanthropic mechanisms. The Homer Foundation is overseen by a ten - member, volunteer board of trustees, and administered by an executive director, representing a broad range of expertise in knowing our community's needs. Ken Castner, Chair: Ken was instrumental in the formation of the Homer Foundation and has served on the Board since 1991. He also brings his background as a registered investment advisor to the Investment Committee. Mary Epperson, Secretary/Treasurer: Mary was one of the signers of the Foundation Charter in 1991, and has served on the Page 1 of 4 7/2R/2005 Board from its inception. Mary additionally serves as Chair of the Finance Committee. Renda Horn: Renda joined the board in 2002. She is a retired school music teacher and has considerable edperience also in the business world, having served as a marketing representative for IBM Corp. and currently managing her parent's business and investment holdings. Bonnie Jason: Bonnie joined the board in 2002. She is a former elementary school teacher, still active in the schools as an aide, volunteer and coach. In Bonnie's own words she is, "most importantly, a mom." Ann Keffer: Ann joined the Board in 1999. Ann is a retired elementary school teacher and is currently Chair of the Distributions Committee. Jack Lentfer: Jack has been a wildlife biologist in Alaska since 1957. He has worked for the U.S. Fish and Wildlife Service, the Alaska Department of Fish and Game, and as a private consultant. He has published numerous scientific and popular articles. Phil Morris: Phil has been on the Board of Trustees and chaired the Investment Committee since 1991. Phil serves on the Kachemak City Council, currently as mayor. Phil is a former securities broker with over thirty-five years experience to help guide the Investment Committee. Curt Olson: Curt taught biology for six years and has 30 years in financial services. Currently he owns Benefit Brokers with his wife Lorna. BBI is a financial services company specializing in retirement planning for individuals and businesses. Carol Swartz: Carol has served on the Board of Trustees since 1991. Carol has been Director of the Kachemak Bay Campus of the Kenai Peninsula College- University of Alaska since 1986. Steve Yoshida, President: Homer Foundation Founding Donor and President of the Board of Trustees since 1991. Steve is an attorney, recently retired from 23 years in private practice in Homer. Top Of Page Staff: Page 2 of-4 h++..• / /vnmv h•marfi.nA nrn /n,.rf nnAotinn html 7/9R /911nS Joy Steward, Executive Director: Joy served on the Foundation's Board of Trustees six years prior to becoming the first Director in March of 2000. Joy has 16 years in nonprofit administration. Financials: The Foundation's financial affairs are monitored by the Treasurer and the Finance Committee. The firm of Thaggard, Foster & Company, CPAs provides independent accounting services with reports distributed to the board of trustees monthly, quarterly and at year -end. Quarterly reports are mailed to all fund holders and our annual report is distributed widely. View the foundation's financial statement (Summary of Revenues and Expenses) here. The Foundation's IRS Form 990 information can be viewed here. Investment Philosophy: The Investment Committee invests and monitors the Foundation's assets. The committee submits an annual investment plan and reports to the full board of trustees at least quarterly. The investment philosophy of the Homer Foundation revolves around four principles: o Protection of principal o Growth of portfolio principal to at least match inflation o Maximize income generation for the purpose of charitable distribution o Provide portfolio diversification View the graph of asset growth for the foundation here. Top Of Page Copyright © 2002 The Homer Foundation Home Our Foundation Tools For Giving Grant Making For Professional Advisors Forms Library Publications Contact Us charitytocus ° Page 3 of 4 http:// www. homerfund .org/ourfoundation.html 7/28/2005 DONATE NOW ma H • kin Tools for Giving A Community of Donors: Giving back to the community is at the heart of the Homer Foundation. The Foundation offers donors the opportunity to make a gift during their lifetimes and /or through a bequest or planned gift. By establishing a charitable endowment fund, their gift will continue to support the community into the future. We invite you to join our community of donors at the Homer Foundation. Steve and Noko Yoshida "I love Homer, Alaska. I love the natural beauty and wildlife. I love the fishing. I love the people. I love the arts. It has provided me with a livelihood for the last 25 years. It has educated my children. It has provided my wife and me with so many wonderful friends. There is no way I can adequately thank this community for the privilege of living here. But there is one way for me to give something back. I get involved with the work of the Homer Foundation. The foundation supports the local nonprofit organizations that contribute so much to the quality of life in Homer. The grants from the Foundation's Unrestricted Fund go to educate our children, beautify our nature, support the arts, http.// www. homerfund .org/toolsforgiving.html 7/28/2005 and preserve our marvelous lifestyle. That's why I work for and contribute to the Horner Foundation." Steve Yoshida - Foundation President and Founding Donor Judy Strydom "I am very proud to be associated, if only in a small way, with an organization that does such an excellent job in helping our community. The board and staff of the Homer Foundation are doing an excellent job." Judy Strydom (Julia Park Howard) Founding Donor "I am happy that I got involved with the Homer Foundation from the beginning. It has been exciting and gratifying to watch it grow and become such an integral part of the Homer landscape. I've always believed that communities can look after themselves best and foundations like this one do that. There will always be need in a community and there will rage z 01 7 http:// www. homerfund .org /toolsforgiving.html 7/28/2005 Tom Bodett Beth and Dave Schroer always be abundance and generosity. The Homer Foundation can guarantee that they continue to find each other in our little town." Tom Bodett, Founding Donor September 6, 2001 Challenge seeks to raise funds, consciousness Donors Dave and Beth Schroer stepped up to the plate in 2001 to help raise funds and visibility for the Foundation. The following Point of View Editorial appeared in the Homer News on Thursday, September 6th, which helped raise an additional $20,000 for the Foundation's Unrestricted Fund. The Homer Foundation recently celebrated its 10th anniversary, yet we wonder how many of the area's residents know of its existence or realize what a valuable resource this organization is to the community. To help bring more awareness to the Homer Foundation and its good works, we are challenging the Homer community to match our contribution of $20,000. this will be our third contribution as a way of showing our appreciation to the community we have lived and worked in for many years. rage j ui 7 http:// www. homerfund .org /toolsforgiving.html 7/28/2005 By way of explaining who we are and what we do, let us say we are Dave and Beth Schroer. We both came here as single teachers, arriving in 1953 and 1962 respectively. We were married in 1966 and continued as teachers until our family began arriving in 1967. At that point Beth quit to care for the children. The Homer community proved to be an ideal place to work and raise our children. In the intervening years Alaska and Homer have been very good to us in many ways. These certainly include a richness in the community of youth programs, cultural programs, educational opportunities, dedicated health care and sports and recreation, not to mention many friends and acquaintances of the finest caliber. Our former businesses, Shoreline Golf and Sew and Reap, which were mainly labors of love, brought us many good, lasting memories from dealing with the community. Over the years in Homer, we have been involved in various volunteer capacities from city council, hospital board, long term care, coaching and assisting with sports, and boy and girl scouts. Our community volunteering is now limited by our being snowbirds for the winter months so this financial commitment to the Homer Foundation helps replace that. Our personal philosophy is that though we all hope to pass some inheritance to our children, there is possibly more value in putting some of that to work sooner, and we feel the Horner Foundation is a good agent to do it. Also, lest we give the impression of having large sums of money, there were many years of frugal living, which made it possible to invest small sums to make life easier after retirement. So, just what is the Homer Foundation? Basically, it is a tax - exempt public charity, a community foundation that enables people to establish charitable funds. This can be done in a number of ways to meet your personal interests. The funds are managed with the interest earnings being distributed back to the community to support a wide range of charitable purposes. The city is now funneling its nonprofit funds through the Homer Foundation. Since we have been involved in education, we have chosen to mainly support that area. However, any excess earnings go to the unrestricted fund. We and the Homer Foundation would prefer that any matching funds to our challenge go to the unrestricted fund. This allows grants to be made to rage 4 of 9 http: / /www.homerfund .org/toolsforgiving.html 7/28/2005 wherever the board determines a need. This board and staff are made up of local citizens who know the community. You may, of course, choose your own special field of interest. Giving to the Homer Foundation is a way for you to help make a difference for good and forever, by participating with us in the challenge to give something back to the community that helped you get where you are today. Almost any kind of asset can be used to donate, from cash to securities. We are hoping this challenge of $20,000 can be met with funds from sources such as the tax rebate, permanent fund dividend and longevity checks between now and December 31st. Remember that all contributions are tax deductible. Your and our commitment will not only help nonprofits, but we hope, further interest in the Homer Foundation. We would rather have made this challenge anonymously, however we hope some of you will identify with our feelings about giving back and follow suit. We are aware that many of you support other very worthwhile causes, both through volunteering and through donations, but if you are looking for a good way to give back forever please check out the Homer Foundation. Note: Despite the events of September 11th and the downturn in the economy, the citizens of Homer rose to the Schroer's challenge and made the match by the December 31st deadline, doubling the investment in our community. Top Of Page Reasons to Choose a Community Foundation: • We offer the greatest flexibility in meeting all of your philanthropic goals. • We are locally governed. • We are in touch with the community's needs. • We provide prudent management of the fund. • We are publicly accountable which assures continued use of the Page 5 of 9 http:// www. homerfund .org /toolsforgiving.html 7/28/2005 funds in the public interest. • As a public charity, we provide the maximum tax deductions for income, gift and estate tax purposes (50% for cash gifts and 30% for appreciated property). • We can work with your professional legal and financial advisors to meet your charitable and tax planning goals. • Your gift will continue to benefit the community forever. • You may name your fund and advise on how the dollars are distributed. Ways to Give: The community foundation idea is simple: Anyone may use it to give something back to the community. No matter the size of the gift, donors to the Homer Foundation enjoy a wide range of giving options. Our goal is to make giving as simple and flexible as possible. Whether you are contributing to an existing fund or establishing your own, a gift may take the form of a variety of assets including cash, publicly traded securities, real estate, life insurance, or an individual retirement account (IRA). DONATE NOW THROUGH Network f or G ood We can also discuss bequests and other planned giving options with you to determine the best plan to meet your philanthropic goals. If you are not working with a professional advisor we can offer an appointment with a Planned Giving Professional through our partnership with the Foraker Group. www.forakergroup.org If you would like to access our sample bequest form or instructions for contributions of stocks or bonds go to the Forms Library. Top Of Page Establishing a Fund: A minimum opening balance of $5,000 is required to establish a new rage o ox i http: / /www. homer fund.org /toolsforgiving.html 7/28/2005 fund. Other than that, you decide when to give, what to give, and the purpose of the fund: • You name your fund, typically, donors use their own name, a family name or the name of a person being honored or remembered. Some donors choose to remain anonymous. The name of your fund is absolutely up to you. • You choose the type of fund you would like to establish. • You may use cash, securities, real estate or other assets. • You can establish your fund with an immediate gift, or defer your giving through a planned gift or bequest. The Homer Foundation's Family of Funds: The Homer Foundation currently manages 25 different charitable funds. There are five different types of funds from which to choose: Go to our Forms Library to access sample Letter of Transmittal forms for establishing any of these types of funds. • The Unrestricted Fund: provides maximum flexibility for the Foundation to meet changing community needs. Income and /or principal from this fund may be disbursed at the discretion of the Board of Trustees for community grant making, special projects and the Foundation's operating expenses. • Donor Advised Funds: permanent funds established by an individual, family or business who wish to participate as an advisor in the distribution of the fund's income. Current Donor Advised Funds at the Homer Foundation: • Homer Incentive Fund • Jack & Mary Lentfer Fund • Daisy Lee Bitter Marine and Coastal Education Fund • The KLEPS Fund • The Cottonwood Fund • Dave & Mary Schroer Fund • Steve & Noko Yoshida Fund • Agency Endowment Funds: permanent funds established for the benefit of 501(c)(3) charitable organizations, either by the rage / ui http:// www. homerfund .org /toolsforgiving.html 7/28/2005 organization or a donor. The Funds are managed by the Foundation with income distributed to the organizations annually. Current Agency Endowment Funds: • KBBI -Bev Munro Endowment Fund www.kbbi_org • Kachemak Heritage Land Trust Fundwww.kachemaklandtrust.org • Hospice of Homer Fund • Pratt Museum Fund www.pattmuseum.org • Homer Council on the Arts Fund www.homerart.org • Center for Alaskan Coastal Studies Fund • Alaska Marine Conservation Council Fu ndwww.akmarine.orq • Kachemak Bay family Planning Clinic Fund • Homer Animal Friends Fund • Field of Interest Funds: permanent funds established to support a broad purpose or issue such as youth, arts, education or human services. Income is distributed annually in accordance with the purpose of each Fund. Field of Interest Funds: • Jessica Stevens Memorial Fund - supporting youth in the performing arts • Brother Asaiah Bates Fund - supporting kids and families at risk through the Homer Head Start Program • Kachemak Bay /Homer Rotary Club Fund - for Homer area Rotary projects • City of Homer - supports non - profits serving the City of Homer • Ashley J. Logan Fund - benefiting youth in the greater Homer area • Kachemak City Fund - supports those projects and programs that benefit the residents in and around Kachemak City • Scholarship Funds: established to benefit a particular institution or field of study. The advisory committee, candidate selection process and award use are outlined at the time the fund is set up. Current Scholarship Funds: • Alice Witte Memorial Scholarship - sends a Homer High School girl's volleyball player to camp based on recommendations of coaching rage M oI 9 http:// www. homerfund .org /toolsforgiving.html 7/28/2005 Top Of Page staff ■ Homer Community Science Scholarship - supports Homer High School graduating seniors continuing their education in the life sciences Copyright ti, 2002 The Horner Foundalion Home Our Foundation Tools For Giving Grant Making For Professional Advisors Forms Library Publications Contact Us charitytocus Page 9 of 9 http: / /www. homerfund .org /toolsforgiving.html 7/28/2005 Fri d n ° A dvisors s Library )1 Grant Making The Homer Foundation makes distributions to the community in several different ways. Most common is our year -round or immediate response grants program, with distributions coming from the Unrestricted Fund. Additional funds are awarded from Donor Advised, Field of Interest and Scholarship Funds. The Homer Foundation will also consider administering pass- through grants on a case -by -case basis. Through an agreement with the City of Homer, the Homer Foundation administers the annual City of Homer Grants Program. Go to our Forms Library to access grant applications and guidelines. Homer Fund distributions (grants graph) can be viewed here. HOMER FOUNDATION FY02 GRANTS DISTRIBUTIONS FROM ALL FUNDS: $140,192.45 HF UNRESTRICTED FUND /YEAR -ROUND GRANTS PROGRAM: $25,439.00 Friends of Homer Health Center, $1,200 for women's health promotion Center for Alaskan Coastal Studies, $500 for Kachemak Bay Science Conference Chapman School, $389 for purchase of microscope for Moon Snail Project Kenai Peninsula Orchestra, $2,000 for Mozart Requiem Page 1 of 8 http:// www .homerfund.org/grantmaking.html 7/28/2005 Community Sing Kachemak Heritage Land Trust, $1,000 for digital camera and membership mailing Bunnell Street Gallery, $450 for local arts organization planning retreat South Peninsula Women's Services, $3,000 match for new shelter capital campaign Town Square Project, $400 for Poop Deck Trail sign repair Transportation Task Force, $2,000 for taxi subsidy for elderly and disabled Kenai Peninsula College, $1,000 for Kachemak Bay Writers Conference Kachemak Bay Family Planning Clinic, $1,300 for computer upgrade for new clinic McNeil Canyon Elementary, $500 for Kachemak Bay Learning Center field trip Bunnell Street Gallery, $300 for volunteer workstation in gallery Homer Senior Citizens, Inc., $500 for Artists in Assisted Living project Homer High School Math Dept., $425 for Math and Music Connections project Homer Council on the Arts, $1,500 for art center capital campaign Cook Inlet Keeper, $1,825 for GIS Technology upgrade Pratt Museum, $1,000 for brochure Homer Community Food Pantry, $2,000 for on -going client emergency needs West Homer Elementary, $400 for Alaska Studies Field Trip HHS Engineers Club, $350 to support participation in Intl. Bridge Building Competition Alaska Community Action on Toxics, $500 for support of Sandra Steingraber lecture tour Page 2 ot http:// www .homerfund.org/grantmaking.html 7/28/2005 Homer Boys & Girls Club, $700 for microscopes for science program Kachemak Bay Ski Club, $2,000 for Ohlson Mt. Rope Tow improvements Homer Children's Services, $1,250 for computer upgrade and resource materials DONOR ADVISED GRANTS: $8,799.62 The KLEPS Fund to Chapman School, $800 for support of Moon Snail Project Daisy Lee Bitter Marine and Coastal Education Fund to Center for Alaskan Coastal Studies, $359.85 for support of Kachemak Bay Science Conference The Cottonwood Fund to the Homer Foundation, $529.41 for general operating support Steve & Noko Yoshida Fund to Homer Foundation, $2,182.02 for general operating support David & Mary Schroer Fund to Homer Middle School, $2,000 to support after school activities program, and the Homer Foundation, $1,659.42 to support general operations Jack & Mary Lentfer Fund to Kachemak Bay Family Planning Clinic, $553 for computer upgrade for new clinic Homer Incentive Fund to Homer Flex School, $715.92 to support Outdoor Education and Literacy Project CITY OF HOMER ANNUAL GRANTS PROGRAM: $102,000.00 General Operating Support for Local Nonprofits ($96,000 City of Homer Allocation + $6,000 Homer Foundation Funds) Pratt Museum, $66,000 Page 3 of 8 http:// www .homerfund.org /grantmaking.html 7/28/2005 Homer Council on the Arts, $10,000 Center for Alaskan Coastal Studies, $9,000 Homer Senior Citizens, $8,000 Choices for Teens, $5,000 Bunnell Street Gallery, $4,000 FIELD OF INTEREST GRANTS: $3,103.83 Jessica Stevens Memorial Fund to Homer Council on the Arts, $284.39 for Youth Art Scholarship Program Ashley J. Logan Fund to Homer High School Engineers Club, $350 to support participation in the International Bridge Building Competition, and $700 to the Homer Boys & Girls Club for the purchase of microscopes for their science program Homer Community Science Scholarship Fund to Luke Roberts, $500.00 for pursuit of higher education in the life sciences. Homer Community Science Scholarship Fund to Jamie Epley, $500.00 for pursuit of higher education in the life sciences. Homer Community Science Scholarship Fund to Dara Rehder, $500.00 for pursuit of higher education in the life sciences. Brother Asaiah Bates Fund to Homer Head Start Program, $269.44 for student swim lessons SPECIAL PROJECTS: $850.00 Unrestricted Fund to Kenai Peninsula College, Kachemak Bay Branch, $650 to co- sponsor Estate Planning Workshop Unrestricted Fund to Hannah Heimbuch, $100 for Student Philanthropy Committee Scholarship Unrestricted Fund to Alder Seaman, $100 for Student Philanthropy Committee Scholarship * In addition to the $140,192.45 in grant distributions, the Homer Foundation generated $4,635.19 in income for Agency http: / /www.homerfund.org /grantmaking.html 7/28/2005 Endowment Funds managed by the Foundation for local nonprofit organizations. Top Of Page Grant Highlights a Grantee: Chapman School Project: Microscopes for Moon Snail Project "Once again I would like to thank the Homer Foundation for their support of the [National Science Foundation] Moonsnail Project my class is involved with this year. We have received the Wolfe Microscope, and it has been busy for hours each day. We have looked at shells, beehives, crystals, sand from Marble Beach in Seldovia, insects, earthworms, chitins, pond water and more! The world of the microscope has been opened up to 24 4 /5th grade students. Part of the project is to work with classification of invertebrates. It's one thing to see a picture of a Protista in a book and quite another to see it swimming in the pond water you brought in to view! We are now starting the identification and sorting of the shell samples from Kachemak Bay, Georgia and the million year old fossil samples I lugged back fro North Carolina. Next spring our class will be taking a trip to Peterson and China Poot Bays to collect more samples. We also plan to sample the Anchor Point Beach and Mud Bay. We will document our learning on our website, which is linked to the main site at www.moonsnail.org. Our data will be entered into the computer and compared with data from the other schools. We are looking at the percent of shells by species that have been drilled by the Arctic and Aleutian moonsnails in our area. If the NSF grant is renewed, we will be continuing to work with Dr. Kelly and Dr. Hansen for years to come. Regardless, we will continue the project here at Chapman School. Thank you again for your generous support." Sincerely, Carol Demers and the 4th & 5th grade class at Chapman School Note: Chapman School received a grant from the Homer Foundation Unrestricted Fund for the Wolfe Microscope, and an additional award from the KLEPS Fund, a Donor Advised Fund at the Homer Foundation, for a second Wolfe Microscope and a digital camera. Page 5 of ZS http: / /www.homerfund.org /grantmaking.html 7/28/2005 Ca n at the new microsco Moonsnail drills in Pacific Littleneck clams from Kachemak Bay Shelaine and ]enn examine and sort specimens http:// www .homerfund.org/grantmaking.html 7/28/2005 Grantee: Kachemak Bay Family Planning Clinic Project: Computer upgrade for new clinic "Kachemak Bay Family Planning Clinic is pleased to be a recent recipient of a generous Homer Foundation grant. We feel so fortunate to be part of a community where such an organization exists, propelled by the efforts of far - sighted and truly philanthropic individuals. The Homer Foundation award has allowed us to upgrade our computer systems with new equipment and software -our highest priority since the move to our new building. We are able to become ever more efficient and well- organized in our efforts to provide vital and essential health services for our citizens. Yes, it feels great to be modern! The long- lasting benefits provided to Homer Foundation grantees are such a gift to the community as a whole -they deserve our utmost appreciation." Yours truly, Michelle Waneka Executive Director Kachemak Bay Family Planning Clinic Note: In addition to the grant from the Homer Foundation Unrestricted Fund, KBFPC received an additional award from the Jack and Mary Lentfer Fund, a Donor Advised Fund at the Homer Foundation. O Kachemak Bay Family Planning Clinic Executive Director Michelle Waneka • leased with the Clinic's com uter u • rade. Grantee: Homer Senior Citizens, Inc. Project: Artists in Assisted Living Page "/ of S http: / /www.homerfund.org /grantmaking.html 7/28/2005 The Homer Foundation provided partial funding for a pilot art program at Friendship Terrace, Homer's Assisted Living Center. Additional funding was provided by the Homer Council on the Arts and the Bunnell Street Gallery. Thirteen residents, including some with dementia, participated in the classes which were offered by five local artists. Volunteers, especially the Girls Scouts, were a great help and provided necessary one -on -one assistance. The residents enjoyed the interactions with the different media, artists and community volunteers. Final summary submitted by Betsy Pitzman, Activities Coordinator. Top Of Page Artists in assisted living «b Gowen ns§ai: ettu* t rta, t niNn^ith Hooter' WnW Jal liven The hart t .alMhx ugrotnt re watt:won:aunt w the RH+M.I t 'trate *th$d tAitit. %tank Mt Copyright © 2002 The Homer Foundation Home Our Foundation Tools For Giving Grant Making For Professional Advisors Forms Library Publications Contact Us h., .£a charity focus. I::: ragc o vi o htt p:// www .homerfund.org/grantmaking.html 7/28/2005 GraE Making Por so si[oast rAdtiaars Ins Llbtart Pttb witions at its ONATE NOW THROUGH Network I n! Good HOMER FOUNDATION DI9TRISUNONS 1992.2002 Back to Grant Making Copyright 02002 The Homer Foundation Home Our Foundation Tools For Giving Grant Making For Professional Advisors Forms Library Publications Contact Us charityloc rage toit http : / /www.homerfund.org/Graph.htm 7/28/2005 Out i Innls f r Giving cnl; For Professional Advisors Do you ask the giving question? Whether you are a financial advisor, an attorney, an accountant, or a stock or insurance broker, you have an opportunity to play a key role in helping your clients give back to their community while managing their assets or planning their estates. One of the greatest opportunities to assist your clients in maximizing the personal benefits of giving occurs when they are making other major business, personal, and financial decisions, such as: (1) estate planning; (2) writing a will; (3) sale of a business or other major asset; (4) retirement planning; and (5) at times of a financial windfall. In many of these situations, an opportunity exists to help your clients through planned giving. One of the most important things you can do to help your clients enjoy the benefits of planned giving is to ask them the giving question - "Are there charitable or community needs you would like to consider in your planning ?" According to data collected by the National Center for Family Philanthropy, donor /clients are most satisfied with their advisors when the advisor: • Discusses philanthropy with them in detail, asks questions, and listens • Makes philanthropy a discussion about living goals, rather than about estate planning and mortality • Keeps the giving plan simple and /or limits discussions of complex giving vehicles to the top few options • Treats the plan as a vehicle for giving rather than as a financial product he /she is selling • Is a giver him /herself Page 1 of 4 http:// www. homerfund. org /forprofessionaladvisors.html 7/28/2005 • Knows when to look for additional assistance rather than trying to be an expert on all aspects of giving and family dynamics The following excerpt is from the 1996 article, "Advisor's Enthusiasm Helps to Shape Client's Charitable Role" by Joe Breiteneicher: "We know that experienced advisors tailor their approaches to the backgrounds and needs of each client. If getting started on developing a client's philanthropic profile is a cause for discomfort for some advisors, we offer the following queries, which have proven to be effective and which advisors can adapt for their own use. Charitable Giving Questions Estate Planners Should Ask Their Clients: • What are their values? What have been the principles that have guided how they have lived their lives, raised families, run their businesses? • What charitable interests have they pursued as an outgrowth of their values? • What have they learned from their giving? What would they do differently? • What has been the most satisfying charitable gift that they have made? Why? • How do they view their wealth in connection to their community, to society? • What role has philanthropy played in their family? What role would they like it to play? What value would it bring to their children and grandchildren? • What core values would they like to express through their giving? What do they want to stand for? • When they think about challenges facing their community, what are their major concerns? • Are any of these or should any of these be the focus of their giving? • What would they like to accomplish with their giving? What do they think is possible? Answers to such questions help clients and advisors begin to: rage L 01 http: / /www. homerf und. org /forprofessionaladvisors.html 7/28/2005 • Ascertain the priority treatment the client gives to philanthropy; • Determine the relative importance the client places on the tax consequences of giving; • Bring into sharper relief the role giving plays and could play for the client; • Provide advisors with an assessment of what the client would like to accomplish and insight into what has been achieved; • Help sort out the structure and focus of an enhanced giving effort by the client; • Assess the value of philanthropy to the family and, especially, to intergenerational dynamics; • Finally, assist advisors to develop and deliver information and resources that will support clients' philanthropic enthusiasms and priorities." Resources for Professional Advisors: You are likely already aware of the philanthropy resources available to you from your professional associations. In addition, there is a tremendous online resource available to you at no charge called the Planned Giving Design Center. Its mission is "to act as an information conduit between charitable organizations and professional advisors, whereby objective, authoritative information on the subject of charitable gift planning is provided on a current basis. The website for the Planned Giving Design Center is www.podc.orq. Another resource designed for advisors is The Philanthropic Advisors Network created by the Council on Foundations to promote opportunities for legal and financial advisors to discuss charitable issues, assist their clients and learn from each other. For more information on The Philanthropic Advisors Network go to the Council on Foundation's website at www.cof.org or call 202/466 -6512. The Philanthropic Advisors Network is subscription based. The Northwest Giving Project is an organization whose aim is to inspire and educate individual donors and their advisors about giving. Their data - intensive website - www.nwgivino.orq - has in -depth information about many philanthropic options and forms of giving. They do not recommend any one giving vehicle, Page 3 of 4 http:// www. homerfund. org /forprofessionaladvisors.html 7/28/2005 plan, non - profit organization, cause or advisor. Similarly, New Ventures in Philanthropy, a special project of the forum of Regional Associations of Grantmakers, can provide you and your clients with the resources you need to understand the full range of options available for establishing philanthropic grant making funds. They can be found on the web at www.rag.orq. The Homer Foundation: Closer to home, the Homer Foundation can provide you with information on charitable opportunities in the greater Homer area, and share how easy it is for your clients to give to or through the Homer Foundation today or in the future. Visit our Forms Library to access sample bequest and fund forms. Top Of Page Copyright ( 2002 The Horner Foundation Home Our Foundation Tools For Giving Grant Making For Professional Advisors Forms Library Publications Contact Us ci arityfocus ragc'1 014+ http:// www. homerfund. org /forprofessionaladvisors.html 7/28/2005