ROMULUS FOUNDATION FOR EDUCATIONAL OPPORTUNITIES

 

QUESTIONS & ANSWERS

 

1.             Q: WHAT IS THE PURPOSE OF THE FOUNDATION?

A:    The Foundation’s purpose is to attract, house and distribute private gifts of cash and property to and for the exclusive use of the students of the Romulus Central School District.

 

2.                   Q. WHO IS INVOLVED IN DIRECTING THE FOUNDATION?

A.            It is managed and directed by a group of private citizens (Trustees) representing many aspects of the area’s business, cultural, civic, and educational leadership. The current Trustees are:

 

J. Peter Gregoire (Chair)

Lisa Kelsey

Joann O'Connell

Annie Bachman (Treasurer)

Mary McDonald (Vice Pres.)

Celeste Poormon (Secretary)

James Delia

W. Casey McDonald

Meri Riegel

Sally VanRiper Eller

Barbara Nearpass

Mickie Sanders-Jauquet

David Ettman

Paul Nearpass 

Sheryl Zenzen 

 

 

 

Sue Schrader (Grants Coord.)

 

 

Lisa Kelsey (Alumni Assoc.)

Mike Midey  (Ex-officio) 

Anne Morgan (Ex-officio) 

                                                                                  

3.                   Q: IS THE BOARD OF EDUCATION AND ADMINISTRATION INVOLVED?

A: Yes.  The superintendent (or designee) and a representative of the Board of Education sit as permanent ex-officio trustees. However, the vast majority of the trustees are not directly connected with the Romulus Central School District, except as citizens interested and committed to the betterment of public education.

 

4.                   Q: WHAT TYPES OF THINGS DOES THE FOUNDATION FUND?

A: The trustees have selected six (6) primary areas of interest:

1.                   Technology

2.                   The Arts

3.                   General Scholastic Enrichment

4.                   Professional Development

5.                   Cultural Programming

6.                   Continuing Education

 

The Foundation, however, is not limited to the above areas and may pursue such things as significant capital projects in the future.

 

5.             Q: WILL THESE GIFTS REDUCE THE TAXPAYERS’ OBLIGATION TO THE SCHOOLS?

A: No. The Foundation’s mission is to supplement, augment and complement the basic school program by providing new educational opportunities that would not otherwise be available but through private resources.

 

6.             Q: WHO DECIDES WHAT PROJECTS AND PROGRAMS THE FOUNDATION WILL SUPPORT?

A: Essentially, the Trustees will decide what is to be funded.  However, donors to the Foundation may direct their contributions to specific areas.  In addition, the Board of Education has the final legal say in accepting or rejecting any gift from the Foundation.

 

7.             Q: HOW DOES THE FOUNDATION RAISE ITS FUNDS?

A: Funds are raised from individuals, corporations, and other foundations.   However, the methods used by the Foundation to attract private resources are not those commonly used by other school and school-related groups.  Generally, the Foundation will be seeking substantial contributions for specific projects and programs.  The Foundation also will seek individual donations from outside of the district in the form of individual contributions, Romulus High School alumni, major corporations, and regional and national foundations.

 

8.             Q: HOW WILL ALUMNI BE INVOLVED?

                A:  The Foundation is sponsoring the development of the Romulus High School Alumni Association. The Association will develop an all-class; all-year database, publish regular newsletters, hold alumni events and, generally, provide a vehicle for alumni to become re-associated with their home community and their former school.  The Foundation will, in turn, provide the mechanism for alumni to share gifts of cash and property with the Romulus High School.

 

9.             q: are there any assurances that the foundation will use its funds as intended and will not lose funds through risky investments?

                A: Yes.  First, the Foundation is a non-profit corporation chartered by the State of New York and subject to guidelines covering fund raising activities.  Second, this corporation is granted exemption under section 501(c)(3) of the U.S. Internal Revenue code and subject to further reporting requirements and rules covering such things as annual distributions, jeopardy investments, conflicts of interest, restricted funds, etc.

 

10.          Q: ARE ALL DONATIONS TAX DEDUCTIBLE?

                A: Donations are “eligible for tax deduction” in most all cases.  Some taxpayers file the Form 1040 short form and since 1986 have not been permitted to deduct charitable contributions.  Generally, however, a tax deduction can be taken for up to 50% of an individual’s annual gross income.

 

11.          q: will the foundation spend all that it raises or will it save money for the future?

                A: Initially, the Foundation expects that it will expend most all of its funds to create positive educational impact on the District’s students.  Eventually, the Foundation will attract major gifts from wills, trusts, real estate, life insurance, etc., and be able to create an endowment fund that will continuously provide resources to the schools without relying on current fund raising.

 

12.                q: will teachers have a say in how funds are spent?

A:  Yes. A ‘peer review’ group, composed of primarily teachers, assists the Foundation by reviewing grants and making recommendations to the Board of Trustees.  In addition, most grant applications will come directly from teachers.   Initially, a small grant program is being established to fund creative classroom and school projects of $200-$1,500.  However, this does not limit teachers from suggesting major projects to the Foundation for their consideration.

 

13.                Q: WILL OTHER SCHOOL-RELATED GROUPS SUCH AS PARENT/TEACHER GROUPS BE INVOLVED WITH THE FOUNDATION?

A: Yes.  The Foundation is not intended to replace parent/teacher groups, booster clubs, etc. and in some cases collaborative projects can be developed with the Foundation.  Other similar school foundations around the country have also become “fiduciary agents” for other school groups.  In other words, they have the capacity to become a “bank” for non-incorporated, non-exempt groups.

 

14.          Q: CAN THE FOUNDATION GIVE FUNDS TO PRIVATE SCHOOLS OR OTHER ORGANIZATIONS?

A: No. Under its state charter and federal exemption, the Foundation may only give funds to the Romulus School District.

15.          Q: WHAT WILL IT COST TO ADMINISTER THE FOUNDATION?

A: Nothing! 100% of every donation given to RFEO goes directly into the grants.  This is because our Trustees cover all operating costs with their donations of time and money.

 

16.          Q: WHY DO WE NEED THE ROMULUS FOUNDATION FOR EDUCATIONAL OPPORTUNITIES?

                A: Foundations in support of public education are a growing phenomenon throughout the country.  In New York and elsewhere, school budgets are being trimmed to the bone, often eliminating the types of programming that encourage excellence and prepare students adequately for the workplace of today.

 

                Private resources can play an important role in providing new and important opportunities for learning and teaching.  In addition, in areas such as technology, the private sector is in the best position to provide funds and in-kind gifts to help keep students on the cutting edge.

 

17.          Q: CAN’T WE SIMPLY GIVE DIRECTLY TO THE SCHOOLS WITHOUT BOTHERING WITH A FOUNDATION?

                A: Yes.  However, the Foundation provides the most protected vehicle for making donations.  Its exempt status allows the maximum amount of individual tax deduction.  Many businesses and other organizations will not give to public entities without this qualifying status.  Private foundations are somewhat restricted in giving to public schools, but are not restricted from giving to other foundations.  In addition, the Foundation provides a “focus for support” by clearly stating the needs to be addressed and focusing on the businesses, individuals, and foundations most likely to support such needs.