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HOME OF PELICAN ISLAND
VETERANS ADVISORY COMMITTEE
MINUTES
MONDAY, FEBRUARY 4,2013,3:00 PM
CITY COUNCIL CHAMBERS
1225 MAIN ST, SEBASTIAN, FL
Chairman Piper called the meeting to order at 3:00 p.m.
2. The Pledge of Allegiance was recited.
3. ROLL CALL
Present: Jerry Piper Ed Irons
Butch Dawson Pete Puzzo
Tom Nagle
Excused: Donna Goff
Ed Kilbane
Staff Present: Al Minner, City Manager
Barbara Brooke - Reese, MIS Senior Systems Analyst
Jeanette Williams, Recording Secretary
4. APPROVAL OF MINUTES — DECEMBER 3, 2012 MEETING
There were no corrections, deletions or additions to make to the minutes and Chairman Piper
declared the minutes approved.
5. TED ARENS — CONSIDERATION OF VETERANS ENDOWMENT FUND
Mr. Arens, Veteran Endowment Funds, said he was a Dutch immigrant as well as a Vietnam
Marine Corp Veteran and his family was very grateful for the contributions the veterans have
given for the United States security as well as the world's security.
He said a friend asked him to join the Manistee Community Foundation in Michigan and he
explained that endowments raise money in communities, distributing about 5% through the 501 C3
corporation. To start one, a group just needs to state the fund's purpose, fill out the paperwork,
make the minimum contribution, and get going.
He suggested the members could contact Sandi Scannelli, Executive Director of the Community
Foundation for Brevard (321) 752 -5505 to explore any interest they may have in joining the
Military Officers Association currently starting an endowment. He has made a commitment to
provide a $5,000 match if the veterans control the fund.
3:19 pm
3:31 pm
Veterans Advisory Committee February 4, 2013 Page Two
Questions
Mr. Dawson asked if Brevard and Indian River Counties could be combined. Mr. Arens suggested
they contact Ms. Scannelli to work something out that would make it easy to conduct business.
Mr. Arens noted the rules would be wide open, it would not matter if the veteran served in a war
zone or their length of service, and the funds would also be available for the spouses and
children.
Chairman Piper said Sebastian was the only city that has a veteran advisory group formed jointly
between the VFW and American Legion to help those who have served and been honorably
discharged. Their top priority is the homeless veteran situation. He said the Committee is
centered on the greater Sebastian area and if they were to join the endowment, they would like
the funds to go to the City with Committee guidance as to the needs of the veterans.
In response to Mr. Puzzo, Mr. Arens said Manistee County's administrative cost is,2% with the
rest going towards the veterans. He invited the Committee to contact Ms. Scannelli and left a
copy of Manistee County's endowment regulations. (see attached)
6 CONTINUING DISCUSSION OF HOMELESS VETERANS TRANSITION HOUSE
Chairman Piper said the Committee had been provided the plat and information about the house
on Louisiana Avenue that they are interested in but he cannot find out the status of the house.
Mr. Puzzo offered have some friends of his in the real estate business look into it further. The City
Manager offered to help locate the owner.
Chairman Piper said the house was the only suitable place other than t4le small cottages behind
the Sand Drift Hotel but they were not interested in talking about a homeless shelter.
In response to the City Manager's question as to how they would pay for the house, Chairman
Piper said they hoped the City would help and Mr. Dawson said there are grants available to
both the VFW and the American Legion.
Chairman Piper said the Veterans Council of Indian River has received four donated homes
veteran occupancy and they were hoping for something similar in Sebastian noting the Louisiana
house would make a good establishment in getting people off street, put a roof over their head,
get them back on their feet, and help submit veterans' claims.
The City Manager offered to report back to them at the next meeting with preliminary direction.
Mr. Nagle added the house is in an ideal location, surrounded by churches, no nearby bars and
offered to gather information how the Brevard veterans obtained their Fee Avenue Facility.
7. MEMBERS MATTERS
Mr. Nagle cited an alert he was given from the U.S. Department of Veterans Affairs regarding the
Veterans Affairs Services (VAS) fraudulently obtaining personal information on veterans to submit
claims for benefits. (see attached) He asked the Committee members to be aware of the scheme
and watch out for the older WWII, Korean War veterans. Vice Chairman Irons said this was also
mentioned at the last Vero Veterans Council meeting.
2
Veterans Advisory Committee February 4, 2013 Page Three
Vice Chairman Irons asked if they have heard back from the City Attorney on re- wording of the
failed solicitation resolution. Chairman Piper noted the mistake may have been that they were
asking to ensure the veterans were legitimate and keep out of town veterans from soliciting and
they should have asked to make sure the collected monies would remain in Indian River County.
The City Manager said for the next agenda, he would look into the housing issue and an
update /new draft for the soliciting resolution. Vice Chairman Irons clarified that the resolution said
the VFW and American Legion would be the sole source solicitors but they only want to screen the
soliciting veterans.
Chairman Piper said Council Member Coy wanted to have the five service flags displayed in the
Chamber but was not sure if she wanted the flagpole display or for them to lay flat on the wall. The
City Manager offered to contact Council Member Coy.
Chairman Piper announced the next meeting would be April 1 st at 15:00.
8. ADJOURN
The Committee saluted the flag and Chairman Piper adjourned the meeting at 3:39 p.m.
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Approved at the April 1, 2013 meeting by
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3
VETERAN ENDOWMENT FUNDS
THROUGH COMMUNITY FOUNDATIONS
TED G. ARENS DR. GEORGE F. WAGONER
H. 231 - 889 -5595 H. 231 - 398 -0447
C. 586- 530 -3931 C. 231 - 392 -3157
Purpose of this Fund
These funds are to provide financial support for unmet
needs of veterans and their spouses and children that
reside in a Community Foundation area. A veteran is
defined as an individual who has served, or is currently
serving, in an armed service of the United States of
America (no war time service required). Canadian and
allied soldiers with wartime service residing in that
community are also eligible.
I.
Manistee County
community foundation
MANISTEE COUNTY COMMUNITY FOUNDATION
FIELD OF INTEREST FUND AGREEMENT
MANISTEE COUNTY VETERANS ENDOWMENT FUND
AGREEMENT made January 30, 2009, between THEODORE ARENS, (hereinafter
called "Donor ") and MANISTEE COUNTY COMMUNITY FOUNDATION, a Michigan non-
profit corporation (hereinafter called "Foundation ").
This Agreement supersedes entirely all prior Fund Agreements entered into between
Theodore Arens and the Foundation, including specifically the Donor Advised Fund Agreement
dated August 28, 2007 and the Committee Advised Fund Agreement dated August 4, 2008. This
Amendment is the result of the transition of this fund to a Field of Interest Fund.
I. ESTABLISHMENT
1.1 Transfer. Donor transfers to the Foundation $25,000 to be held by the Foundation
or its Agent, to establish a fund to be known as the Manistee County Veterans Endowment Fund.
1.2 Additions. Donor and others at any time may make contributions to the
Foundation designated for addition to the Fund.
1.3 Acceptance. Foundation accepts the transferred property and additions and agrees
to hold, administer and distribute the Fund as provided in this Agreement. Any additional gifts
to the Fund will be subject to the Foundation's Gift Acceptance Policy.
II. DESIGNATED PURPOSES
2.1 General. The purpose of the Fund is to provide support for unmet financial needs
of veterans and their spouses and children that reside in Manistee County. For the purposes of
this agreement a veteran is defined as an individual who has served, or is currently serving, in an
armed service of the United States of America. Canadian and allied soldiers with wartime
service residing in Manistee County are also eligible.
2.2 Expenditure of Fund. The Fund will be Field of Interest Fund as defined in a
certain resolution adopted by the Board of Trustees of the Foundation with respect to such funds.
It is the intent of the Donor that the Fund be held in perpetuity with distributions for the purpose
described in Section 2.1 to be made in accordance with the Foundation's Spending Policy as may
be modified by the Foundation from time to time.
Manistee County Veterans Endowment Fund Agreement 1 of 3
2.3 Advisory Committee. An Advisory Committee shall make written
recommendations for grant distributions from this fund. The Donor does not control the use of
the fund. Voting members of the Advisory Committee for this fund shall consist o£
A representative and an alternate from the Manistee County Community Foundation
Board of Directors or the community appointed by the Manistee County Community
Foundation Board of Directors with preference given to veterans.
It is the Donors intent that during his lifetime he be appointed as the primary
representative and that George Wagoner be appointed as the alternate, if each is willing
and able. It is also the intent of the Donor that, upon his death, the Donor's daughter,
Jaimie Zeidieh, be given the option of being appointed to the Advisory Committee by the
Manistee County Community Foundation Board of Directors if she is available and interested.
• One representative from each of the chartered veterans service organizations in Manistee
County and the Michigan National Guard and U.S. Coast Guard.
Advisory Committee Rules are attached as an appendix to this agreement. The rules may be
adjusted from time to time by majority vote, but must reflect the inclusivity, the charitable
purpose, and the spirit of this fund.
The Manistee County Community Foundation will provide staff support to the Advisory
Committee as necessary.
2.4 Status of Fund. The Fund will be administered by the Foundation as its property,
held by it in its normal corporate capacity, and not as Trustee, for purposes within
its charitable purposes and in accordance with its Articles of Incorporation and
By -laws; and Donor agrees to all the terms of said Articles of Incorporation and
By -laws, including, without limitation, provisions as to presumed intent of
donors, variance from a donor's restrictions, and amendments and termination, so
long as Foundation's Trustees conclude such changes will promote the purposes of
the Foundation.
III. ACCOUNTING AND CHARGES
3.1 Accounting. Foundation shall keep records of the Fund's receipts, disbursements
and property on hand and, at least annually, shall provide Donor with an accounting for the Fund.
3.2 Charges to Fund. Foundation may charge to the Fund expenses and fees which it
customarily charges to other Field of Interest Funds. Foundation also may charge an extra-
ordinary fee, reasonable in amount, for services to the Fund which are requested by the Donors
and are a significant and unusual administrative or economic burden to the Foundation. During
any quarter that the Fund balance is less than $10,000 a $50 service fee will be charged. We
Manistee County Veterans Endowment Fund Agreement 2 of 3
further understand the fee schedule is subject to modification and may be increased or decreased
at the sole discretion of the Community Foundation's Board of Trustees.
The parties execute this document in evidence of their agreement.
Theodore Arens, Donor
MANISTEE COUNTY COMMUNITY FOUNDATION
IN
Chris A. McGuigan, President
Note: This agreement was reviewed by the Council of Michigan Foundation's attorney at Clark Hill.
Manistee County Veterans Endowment Fund Agreement 3 of 3
Subject: FW: VA Warning Ref "Veteran Affairs Services"
Good Morning Ladies and Gentlemen,
From the US Department of Veterans Affairs.
Please disseminate widely.
VA Warning: "Veterans Affairs Services"
Organization Not Affiliated, Getting Vet IDs.
The Office of the Secretary of the Department of Veterans Affairs (VA) has
requested dissemination of the following :
An organization called Veterans Affairs Services (VAS) is providing benefit
and general information on VA and gathering personal information on veterans.
"This organization is not affiliated with VA in any way.
[The organization described itself at its web page at:
http: / /www.vaservices.or /g /us /index.html ]
VAS may be gaining access to military personnel through their close
resemblance to the VA name and seal. Our Legal Counsel has requested that we
coordinate with DoD to inform military installations, particularly
mobilization sites, of this group and their lack of affiliation or endorsement
by VA to provide any services. In addition, GC requests that if you have any
examples of VAS acts that violate chapter 59 of Title 38 United States Code,
such as VAS employees assisting veterans in the preparation and presentation
of claims for benefits, please pass any additional information to Mr.
Daugherty at the address below.
Michael G. Daugherty,
Staff Attorney,
Department of Veterans Affairs,
Office of General Counsel
http: / /mail.aol.com/ 37288 - 111 /aol- 6 /en -us /mail /PrintMessage.aspx 1/11/2013