FIFTEEN YEAR LEASE AND MULTI PERIL POLICY REGARDING GLEN OAKS GOLF COURSE
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CITV.F CLEARWATER
Interdepartment Correspondence Sheet
TO:
-FROM:
COPIES:
Lucille Williams, City Clerk
Ream Wilson, Director Parks and Recreation
SUBJECT: Glen Oaks Golf Course--Chi Chi Rodriguez Youth Foundation
DATE: De cembe r l6, 19 83
Attached is an original of the executed agreement the City of
Clearwater and the Chi Chi Rodriguez Youth Foundation, Inc.
for Glen Oaks Golf Course. Also attached is a copy of the
Foundation's insurance policy.
Please contact me if you have any questions or if further
information is necessary.
Attachments
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A G R E E MEN T
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THIS AGREEMENT made and entered into on this /0 day
of
~
) 1983 A. D.) by and between the CITY OF CLEARWATER)
FLORIDA) a municipal corporation) hereinafter referred to as "City") and
the Chi Chi Rodriguez Youth Foundation Inc., a Florida non-profit
corporation whose address is Post Offi~Box 1521, Largo, Florida,
hereafter referred to as "FOUNDATION".
WIT N E SSE T H:
WHEREAS) the City is a municipal corporation owning and operating
the Glen Oaks Golf Course in the City of Clearwater; and
WHEREAS) the City has operated the eighteen hole. par 55 Golf
Course at Glen Oaks as a public facility through its Parks and Recreation
Department; and
WHEREAS) the Foundation is desirous of leasing Glen Oaks Golf
Course from the City and operating it as an educational program and as a
public course open to all citizens; and
WHEREAS, the Foundation has financial resources and volunteer
manpower to operate and to maintain Glen Oaks Golf Course;
NOW) THEREFORE, in consideration of the premises and of the
faithful performance by each of the parties of the covenants and
agreements between each other made) it is mutually agreed between the two
parties hereto as follows:
1, That for and in consideration of the sum of One Dollar ($1,00)
per year and other good and valuable considerations, to it in hand paid)
the receipt whereof is hereby acknowledged) and in future consideration of
the covenants herein contained on the part of the Foundation to be kept
and performed) the City does hereby lease) let and demise unto the
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Foundation the following described property located in Pine lIas County,
Florida:
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Legal Description
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Commence at the Northeast corner of the Southeast 1/4
of Section 15, Township 29 South, Range 15 East; thence
run N 890 15' 59" W., 30.00 feet; thence run S 00 00' 21"
50.00 feet, to the point of beginning; 'thence run N 890
15' 59" W., 1300.68 feet; thence run S 00 04' 58" W"
o
1229.58 feet; thence run S 89 11' 25" E., 666.36 feet;
o
thence run N 0 03' 11" E., 784.67 feet; thence run
S 890 19' 00" E., 505.40 feet; thence run N 00 00' 21" W.,
375.36 feet; thence run S 890 15' 59" E., 130,01 feet;
thence run N 00 00' 21" W., 70,01 feet to the P.O.B.
together with Lots 2 through 7, Block C, Druid Heights,
as recorded in Plat Book 24, page 64, of the Public Records
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of Pinellas County, Florida.
2. The Foundation covenants and agrees through the life of this
Agreement at all times to maintain and operate in good condition upon the
said leased premises an eighteen hole golf course, which will be available
to the general public at competitive fees.
3. The Foundation covenants and agrees that it will not use the
leased premises for any purpose or purposes other than for charitable and
educational purposes and such purposes to include the maintenance and
operation of a golf course and other ancillary uses; that it will make no
unlawful or offensive use of said premises, and that it will not assign
this lease, sub-let any part of the leased premises or mortgage, transfer,
hypothecate, pledge or dispose of said lease in any form or manner
whatever without the prior written consent of the City.
4. The Foundation consents and agrees that it will not make any
physical changes to or construct new permanent facilities on the leased
property without first requesting and receiving written approval from the
City.
5. The Foundation agrees to open the golf course to the public at
hours similar to those established at other public courses in the
Clearwater vicinity.
6. The Foundation agrees to sanction the formation of a "Glen
Oaks Advisory Committee" which will be comprised of Glen Oaks golfers, a
majority of which must be residents of the City of Clearwater,
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7. The Foundalion agrees t'o take into considerltion "Advisory
Committee" recommendations relative to the Foundation's operation of Glen
Oaks Golf Course and to allow the "Advisory Committee" to recommend
reasonable golf fees charged to senior adults sixty-five years of age or
older.
8. The Foundation agrees to purchase from the City golf course
maintenance equipment listed in Attachment A for a total sum of
approximately $26,055.00, and to negotiate the purchase of all inventory
supplies at City's cost prior to the takeover by the Foundation and to pay
said sums over a seven year period, at the rate of 7.15% interest annually
and with the principal paid on a declining balance.
9. The Foundation agrees to pay the City $1,800,00 per year for
each year said Golf Course is leased for a period not to exceed fifteen
(15) years or $27,000, which represents the City's material cost and
approximate interest payments of the underground irrigation system
recently installed at the course by City employees. Thereafter, the
Foundation may use said system at no cost.
10. The Foundation agrees to offer current City employees working
at Glen Oaks Golf Course the opportunity to remain at the course as
employees of the Chi Chi Rodriguez Youth Foundation, Inc.
11. The City agrees, where possible and where vacancies exist, to
offer said employees positions of similar job classification and ,pay scale
elsewhere in the City of Clearwater.
12. The Foundation covenants and agrees to make no unlawful,
improper or offensive use of said demised premises nor to permit its use
in any way to become a nuisance to other users of property in its area,
13. The Foundation agrees to maintain the leased premises,
including all drainage features, and improvements, and to keep the same in
good repair during the term of this Agreement, The FQundation agrees that
the City may enter upon the property for the purpose of performing
drainage work, including the realignment and/or widening of Stevenson's
Creek and/or its tributaries, provided that the Foundation is notified of
the scope and intent of the improvements in advance. The Foundation
agrees to deliver up the premises and permanent improvements at the
termination of this Agreement in as good condition as they presently are
or shall be at time of subsequent addition, ordinary use and acts of God
excepted.
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14. The Foundltion shall bear all costs of ope~ting Glen Oaks
Golf Course as a public facility and shall be responsible for and promptly
pay all costs thereof and all costs of maintenance and repair throughout
the term of this Agreement, including all utilities. There shall be no
expenses chargeable to the City. The Foundation may retain fees and
charges received for the operation of the golf course.
15. The Foundation agrees that any building and/or other
improvements which are permanently affixed by the Foundation on the
premises herein described shall become the property of the City at the
expiration or termination of this Agreement.
16. The Foundation shall, prior to using said facilities, obtain
at its own expense, purchase and maintain during the term of this
agreement the insurance coverage set forth below:
A. Insurance coverage required:
(1) Property Insurance - (Real property including
improvements or additions)
(a) Form - All Risk Coverage - Coverage is to be no more
restrictive than that afforded by the latest edition
of Insurance Services Office Forms CFOOll, CF0013,
CF0420, and CF12l0. If available, sink hole
insurance to be included. If the provisions of
Lessee's All Risk coverage does not exclude sink
holes and the same is verified by the Lessor's
insurance consultants, the Lessee shall be deemed to
be in compliance with this paragraph,
(b) Amount of Insurance - The full insurable value on
replacement cost basis.
(c) Flood Insurance - When buildings or structures are
located within an indentified special flood hazard
area, flood insurance must be provided for the lesser
of the total insurable value of such buildings or
structures or the maximum of flood insurance coverage
available under the National Flood Program.
(d) The City of Clearwater, as Lessor, shall be named
as an additional insured,
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(2) BOilel and Machinery Insurance - If th~ buildings or
structures include boiler(s), pressure vessels(s), and/or
air conditioning/heating equipment, Lessee shall maintain
comprehensive insurance covering loss on the demised
property including liability for damage to property of
others.
(a) Repair and Replacement
(b) Amount of Insurance - $1,000,000 per accident
(c) The City of Clearwater, as Lessor, shall be named
as an additional insured.
(3) Comprehensive General Liability - Coverage must be
afforded on a form no more restrictive than the latest
edition of the Comprehensive General Liability Policy
filed by the Insurance Services Office and must include:
(a) Minimum limits of $1,000.000 per occurrence
combined single limits for Bodily Injury Liability,
Personal Injury, and Property Damage Liability.
(b) Premises and/or operations
(c) Independent contractors
(d) Products and/or completed operations
(e) Personal injury coverage with employees and
contractual exclusions removed.
(f) Liquor law liability, if applicable
(g) The City of Clearwater, as Lessor, shall be
named as an additional insured.
(4) Business Auto Policy - Coverage must be afforded on a
form no more restrictive than the latest edition of the
Business Auto Policy filed by the Insurance Services
Office and must include:
(a) Minimum limits of $1,000,000 per occurrence,
combined single limits for bodily injury liability
and property damage liability.
(b) Coverage on all vehicles (owned, hired, and non-
owned.
(c) The City of Clearwater, as Lessor, shall be named
as an additional insured.
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(5) workels' Compensation - ,Coverage to ap~y for all
employees for statutory limits in compliance with the
applicable State and Federal Laws. In addition, the
policy must include Employers' Liability with a limit of
$500,000 each accident. If the self-insured status of
the Lessee is approved by the State of Florida, the
Lessor agrees to recognize and accept same upon proof of
such approval.
B. Other Requirements
(1) Copies of insurance certificates for all insurance
required by the agreement.
(2) Copies of all insurance policies covering insurance
required by agreement shall be furnished to the City
Clerk of the City of Clearwater prior to use of said
facilities.
(3) Not less than sixty (60) days notice of cancellation or
restrictive modifications of any insurance policy
providing the coverage required by this agreement.
17. The Foundation agrees to pay any Federal, State or local
taxes which may be levied on the leased property, or any improvements
placed thereon, but it is agreed that the uses herein contemplated serve
public and municipal purposes, and the parties in no way waive any
exemptions permitted by law..
18. If at any time during the term of this Agreement or any
extension thereof, the Foundation shall default in the performance of any
obligations required hereunder, which default shall continue for a period
of thirty (30) days, then the City of Clearwater shall have the option to
furnish to Foundation a notice in writing specifying such default and
giving said Foundation thirty (30) days in which to correct said default
or the Agreement shall terminate. If said default is not corrected within
thirty (30) days after date of said notice, then the City shall have the
right to terminate this Agreement and to immediately take possession of
the said property and all improvements thereon shall become the property
of the City.
19. The Foundation, prior to the execution of this Agreement,
shall provide the City a copy of-the Foundation's most recent annual
financial statement attesting to the Foundation's financial condition.
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20. The Foundalion, by September, 1 of each yeallduring the term
of this Agreement, shall provide the City a copy of the Foundation's
annual financial statement including a balance sheet and income statement
relating to the Foundation's operation of Glen Oaks Golf Course.
21. The City, with reasonable notice to the Foundation, shall
have the right to inspect the leased premises and to review the
Foundation's financial records pertaining to the Foundation's operation of
Glen Oaks Golf Course.
22. In the event that the Glen Oaks Golf Course is not returned
to the City in as good a condition as it presently is, ordinary wear and
tear and acts of God excepted, then the Foundation shall be liable to the
City for all its actual expenditures (for material and labor, including
in-house) in returning the golf course to its present condition.
The parties agree to designate an impartial person to inspect the
Glen Oaks Golf Course at the time of execution of this Agreement. In the
event of a dispute regarding this provision, a j1),erson .Gieai.goo;tefd by t.tle City shall
inspect the golf course at the time it is returned to the City, and his
determination shall be conclusive and binding on both parties as regards
the condition of the golf course.
23. The City and the Foundation agree that the term of this
Agreement shall be for a five (5) year period from January 3, 1984, until
January 3, 1989, and'that it may be renewed for two (2) successive five
(5) year periods with approval of both parties.
24. Any notices provided for hereunder shall be sent by certified
mail, return receipt requested, to the City, c/o City Manager, PO Box
4748, Clearwater, Florida 33518, and to the Foundation, c/o William Hayes,
Post Office Box 1521, Largo, Florida.
25. The Lessor retains the right to terminate this lease for any
municipal need consistent to the Lessor's charter; and in addition, Lessor
may terminate this lease when the State of Florida or any of its agencies
or political subdivisions thereof require the demised property or any
portion thereof for a public improvement.
26. Foundation agrees to operate and conduct the business covered
by this Agreement in accordance with all applicable statutes of the State
of Florida and the Charter and ordinances of the City of Clearwater, and
agrees at its expense to purchase all necessary licenses and permits
required by the State of Florida and City of Clearwater, including all
sales taxes and other charges that might be assessed against the said
business.
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Unit 4F
6800. 11
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" 37
" 38
" 40
" 41
" 43
" 44
" 45
" 46
" 47
" 48
" 49
" 50
" 51
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ATTACHMENT A
Description
Toro 3 gang mower (Tow Behind)
Jacobsen Triplex (blown motor)
1980 Yazoo 42" Rotary Mower
1980 Ford 3000 Tractor
1980 Jacobsen Triplex Mower
1980 Parker vacuum
1981 Cushman Truckster w/aerator
1981 Toro 3 gang mower-84" cut
1981 Lely Fertilizer-S?reader-tractor mounted
Sarlo 260 Rotary mower-1982
1982 Lawnboy 22" Rotary Mower
211 Protex Pump
1977 Ford Courier pick-up truck
1983 Power Trim Edger
1983 Toro Weedeater
1983 Top Dresser for Cushman
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Original Cost
$ 1,000.00
3,578.00
2,518.00
8,711.00
8,840.00
1 ,020.00
7,841 .00
11,600.0Q
980.00
621 .00
266.00
266.00
4,749.00
235.00
308.00
1 ,881 . 00
Original $54,414.0~
Value
Value
$ 200.00
300.00
350.00
6,000.00
3,500.00
350.00
5,000.00
6,000.00
400.00
200.00
130.00
100.00
1 ,400. 00
150.00
175.00
1 ,800.00
Present ~6p55. 00
Value
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IN WITNESS ~OF. the undersigned parties hale set their hands
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and seals the day and year first above written.
Approved as to form and
corre -:-
Attest:
Secretary
Witnesses:
As to Chi Chi Rodriguez Foundation
By
Attest: (
G~
CHI
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Notary Public, State of flcrida
My Comm:$sioo Exp:rfs Oct 20, 1984
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SEE POLICY IN FILE
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CHI CHI RODRIGUEZ YOUTH FOUNDATION
PRESIDENT
WILLIAM C. HAVES
VICE PRESIDENT
VIVIAN BROWNLEE. L.P.G.A.
TREASURER
LOUIS ORITZ. C.P.A.
BOARD OF DIRECTORS
CHAIRMAN
JUAN "CHI CHI" RODRIGUEZ
VICE CHAIRMAN
ROBERT A. JAMES
DIRECTORS
JOHN GAL.~AGHER. C.P.A.
WIL.L.IAM C. HAYES
REVEREND RAL.PH JOHNSON
VIVIAN BROWNL.EE. L.P.G.A.
ADVISORY BOARD
LYNN A.DAMS. L.P.G.A.
MICHAEL. BECK
EL.AII'lE BEELER
J. DOUGLAS GREGORY
HOWARD HARLAND
H. KERNS
BIL.i.. MADDONNA. P.G.A.
MALCOM MCKAY. J.D.
JOHN PURCEL.L.
JOE QUINZ', P.G.A.
OAR ROBART
DENNIS SAWYER
WENDY SHOLL
CARRIE STIFF
ROSERT STI FF
JOE WESTBY
AL.ICE B. KIRBY, L.P.G.A.
YOUTH ADVISORS
OADRA OTt-4MER
SHANNON FALCONE
MARK ANDERSON
DAL.E WILl.IAMS
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P.O. Box 1521, LARGO, FLORIDA 33540
(813) 581-8049
Copies to:
Commission
Press
City Attorney
City Clerk
Date4U, 0
j\ugust 3, 1983
Commissioner Berfield,
The following materials are the Official Proposal to the
City of Cleanvater.
I personally spoke to two cornmi ttees of members along
with Ralph Roberts and Findlay McDonald. I also spoke in
an open public forum to over 7S people with Mr. Wilson in
attendance at the Club House of Glen Oaks. The Foundation
has spoken to the employees of Glen Oaks answering their
questions and infonning them that they were welcome to be
employed by the Foundation.
I added to this further by speaking to the opposition,
(letter to Mr. Shoemaker). We have incorporated their wishes
in our proposal.
At this tiIoo the Foundation with representatives of
Glen Oaks would like the City of Clearwater to lease the
Glen Oaks Golf Course to our Organization so we can continue
helping Youth and maintaining a fine standard of life for
not only them but the Senior Citizens as well.
This proposal will not be a tax burden in any way to
the community.
Sincerely,
/
/ ' / /
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William C. Hayes
President
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CHI CHI RODRIGUEZ YOUTH FOUNDATION
P.O. Box 1521, LARGO, FLORIDA 33540
(813) 581-8049
PRESIDENT
WILL.IAM C. HAYES
VICE PRESIDENT
VIVIAN BROWNLEE, L..P.G.....
TREASURER
L.oUIS ORITZ, C.P.....
BOARD OF DIRECTORS
CHAIRMAN
~UAN "CHI CHI" RODRIGUEZ
VICE CHAIRMAN
ROBERT A. JAMES
DIRECTORS
JOHN GALLAGHER. C.P,....
WIL.L.IAM C. HAYES
REVEREND RALPH JOHNSON
VIVIAN BROWNLEE. L..F,G.....
July 31, 1983
ADVISORY BOARD
LVNN ADAMS. L.P.G.A.
MICHAEL BECK
ELAINE BEEL.ER
J. DOUGLAS GREGORY
HOWARD HARLAND
H. KERNS
BIL.L. MACDONN.... P.G.A.
MAL.COM MCKAY. J.D.
JOHN PURCEL.L.
JOE QUINZ I, P.G.....
OAR R08ART
DENNIS SAWYER
WENDY SMOLL.
CARRl E STI FF
ROBERT STIFF
JOE WESTBY
"'LICE B. KIRBY, L..P.G.....
It is the F01.mdation I s purpose to help the
youth of Cleanvater with a tmique educational program
while also helping the senior citizens an<;l the
taxpayers.
YOUTH AOVISORS
DADRA OTHMER
SHANNON FAL.CONE
MARK ANDERSON
DAL.E WILL.I.....S
A by product of our work will help law enforcement,
H.R.S., the school system and provide downtown Cleanvater
with a beautiful golf ~ourse ~d progr~m to benefit people.
We are committed to this statement.
Sincere I! ' /
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William C. Hayes
Pre s iden t
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Commissioner's and City Manager,
The following proposal will cover the following points and answer
the following questicns:
1. Protecticn of City property.
2. Financial condition and proposed budget.
3. Senior Citizen rates.
4. Promotion of Geanvater and Golf Course.
l.
2.
a) Protection of City is covered in lease
Band. ~
a) Operating Capital as of July 28, 1983.
1. Line of Credit 1st Federal Largo
2. 61 Members @ $300 per person.
3. Pledges (sponsors) 10.
4. Annual Income 1983.
and with a Perfonnance
$ 50,000.00
18,300.00
15,000.00
30,890.00
By opening of course we expect to have 18 sponsors
and 100 members which is an addi tianal
25,200.00
Total Extra Per Year $139,390.00
We have also added to our Fund Raising Schedule -
1. December 5 - Chi Chi Rodriguez Dinner in Honor of Laurence
Rockefeller, Governor Graham has acknowledged
his possible attendance so far.
2. April - Roy Nichol's (ABC Sprots Long Drive Champion) is
doing a Marathon at Bellevi~w Hilmore.
3. April thru October - Florida Golf Week ~1agazine Play Card
(Statewide) $5.00 per person.
4. Chi Chi and Vivian's $1,000 Club - $5,000, $20,000, $50,000
Sponsorships of Golf Course
being sold by our Board Members
as well as Florida Golf Week and
Roy Nichols.
s. Miller Beer of Milwaukee Wisconsin - has already expressed interest
and is holding infonnation pending outcome of the Golf Course.
6. Contained within Budget is Steve Berner - Public Relations Fim
whan with Vivian and Oli Oli are covering Corporate and Fm.mdatiOl1
possibilities throughout the state.
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7. University of South Florida is working on research grants for
Fotmdation - Dr. Guetzloe.
8. Small Ftmd Raising will also be taking place at the course
to st:inn.Ilate promotion and business.
As you can see the potential is interesting.
3. a) Senior Citizen Rates - appoint board of members 65 or older
to set low rates to be reviewed each year. The Fotmdations
purpose is to raise funds not to raise Senior Citizens greens
fees.
4. a) PrCJIlOtion of Golf Course and Clearwater - This is to be
national headquarters and will draw naticnal attention
. because of:
A. Professionals involved
B. Nature of Program (Youth)
C. Educational J oumals
D. Golf Publications
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ANNUAL EXPENSE REPORT
JULY 82 - JUNE 83
Phone
Postage
Food
Office supplies
Printing
Licenses
Insurance
Secretary
Legal fees
IRS Employee taxes
Travel Ex.
Accounting fees
Miscellaneous
ADMINISTRATIVE EXPENSES
$ 1,585.04
63.27
27.20
188.70
510.14
71.45
1,620.00
2,019.15
2,900.00
297.15
1,024.50
179.00
146.28
TOI'AL
$10,631.88
PRO~mICNAL EXPENSES
Pictures
Tournament expenses
and deposits
Printing
Christmas cards
Honor roll T-shirts
Chi Chi Tourn. raffle
Advertising
Travel expenses
TOI'AL
CASH OONATIONS
Tournament donations/
proceeds
Private donations
Public donations
TOTAL
$ 458.36
732.24
185.54
105.00
446.40
225.00
450.00
818.40
$3,420.94
$23,544.88
6,900.00
541. 03
$30,985.91
PROGIWl SERVI CES
Gas/Mileage
Food
Golf bags
Tickets to events
Clothes
Vehicle installments
Travel expenses
Dance lessons
Olristmas party, presents
Miscellaneous
TOTAL
OONATED SERVICES
Golf lessons
Tickets to events
Clothes
Greens fees
Golf balls, shoes, gloves
Driving range
Clubs and bags
Counseling/tutoring
Secretary
Food
Transportation at 22~/rnile
Haircuts
Pro Am fees, Vivian Brownlee
Tournament
Oli Oli' s clinics and Exhi-
bitions (3 each/$6,000)
Roy Nichols Golf clinic
TOTAL
$ 1,206.90
2,372.91
98.81
382.25
403.64
2,632.51
4,544.44
249.75
536.83
1,092.30
$13,520.34
$ 3,000.00
4,000.00
930.00
6,000.00
2,500.00
1,200.00
4,500.00
3,600.00
7,000.00
3,000.00
3,000.00
2,000.00
5,000.00
18,000.00
720.00
$64,450.00
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CHI CHI RODRIGUEZ YOUTH FOUNDATION
TO: Chi Chi Rodriguez Youth Foundation
Sandy Berkowitz
149 East 73rd Street USA
New York, New York 10021
FROM:
The undersigned hereby agrees to become an annual sponsor of the Glen
Oaks Golf Course in Clearwater, Florida, the home of the Chi Chi Rodriguez
Youth Foundation.
The total budget to operate the golf course in approximately $200,000.00
annually. Your contribution of $1,000.00 will entitle you to become a.
member of Chi Chi's and Vivian Brownlee's Thousand Dollar Club,
(100 limited membership). This will entitle you sign recognition at the
golf course as well as recognition as a member of the Club at both the
Chi Chi Rodriguez and Vivian Brownlee Invitational held respectively in
the fall and spring of each year. In addition you will receive two
sweaters (~ite or blue) with the foundation logo as well as a one year
subscription to Golf World Magazine and Florida Golf Week.
Payment due within 30 days.
ACCEPTED BY:
DATE:
DATE :
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CHI CHI RODRIGUEZ YOUTH FOUNDATION
TO: Chi Chi Rodriguez Youth Foundation
Sandy Berkowitz
149 - East 73rd Street U5A
New York, New York 10021
FROM:
The undersigned agrees to become an annual sponsor of the Glen Oaks
Golf Course in Cleanvater~ Florida~ the home of the Chi Chi Rodriguez
Youth Foundation.
The total budget to operate the course is approximately $200,000.00
annually. Your gift of $5,000.00 will be recognized at the course
and on our stationary as a Corporate Sponsor. Your company will
also be recognized twice each year as Corporate Sponsors for the
Chi Chi Rodriguez Invitational and the Vivian Brownlee Invitational
held in the fall and spring of each year and on their respected
stationary.
Payable before June 1984.
ACCEPTED BY:
DATE:
DATE:
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CHI CHI RODRIGUEZ YOUTH FOUNDATION
TO: Chi Chi Rodriguez Youth Foundation
Sandy Berkowitz
149 East 73rd Street U5A
New York. New York 10021
FROM:
The undersigned agrees to become an annual sponsor of Glen Oaks Golf
Course in Clearwater. Florida. the home of the Chi Chi Rodriguez
Youth Foundation.
The total budget to operate the course is approximately $200,000.00
annually. Your sponsorship of $20.000.00 will entitle you to sign
recognition at the Glen Oaks Golf Course and name sponsorships in
the Vivian Brownlee Invitational so as to reap the rewards of the press.
The tournament is held at Eastlake Woodlands Golf and Racquet Club in
Palm Harbor. Florida. in the spring of each year. The tournament is
a Pro-Am consisting of 25 tour regulars and 4 amateur partners. In the
past such players as Jane Blalock. Lynn Adams. Patty Sheehan (our
present champion) have participated for Chi Chi's Kids.
Coverage of this event is not only local (700,000) but last year and
this year will be covered by Florida Golf Week statewide (26.000).
In addition, along with Vivian Brownlee mementos you will receive a
hole sponsor ($1.500 value) at the annual Chi Chi Rodriguez Invitational
held in the fall in Belleair, Florida.
Payable by April 1984.
ACCEPTED BY:
DATE :
DATE:
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CHI CHI RODRIGUEZ YOUTH FOUNDATION
TO: Chi Chi Rodriguez Youth Foundation
Sandy Berkowitz
149 East 73rd Street U5A
New Yorkt New York 10021
FROM:
The undersigned hereby agrees to become an annual sponsor of Glen Oaks
Golf Course in Clearwatert Floridat the home of the Chi Chi Rodriguez
Youth Foundation.
The total budget to operate the course is approximately $200,000.00
annually. Your sponsorship of $50.000.00 will entitle you to have
the Club House named and dedicated in the honor of your firm on
December 5t 1983 for the grand opening of Chi Chi's course for abused
and disadvantaged children. Your firm will be part of our national,
statewide, and local news release. On that evening Chi Chi and
Vivian Brownlee will host a $50.00 a plate dinner at the golf course.
Chi Chi's and Vivian's friends will be in attendance as well as the
press. Your fi~ ~ill als~ b~ recobUized at both the ~hi C.li Rodriguez
Invitational and the Vivian Brownlee Invitational as Sponsors. The
tournaments receive statewide coverage as well as local coverage.
Your firm would also be included on our stationary as a Corporate
Sponsor.
Payable December 1983 (~) and by July 1984.
ACCEPTED BY:
DATE:
DATE:
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THE CHI CHI RODRIGUEZ YOUTH FOUNDATION, INC.
BUDGETED REVENUES AND EXPENDITURES
FOR THE YEARS ENDED 1984 THROUGH 1988
WITH
REPORT OF CERTIFIED PUBLIC ACCOUNTANTS
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CON TEN T S
Page
Accountants' Report
Schedule 1. Budgeted Revenues and Expenditures........ 1
Schedule 2. Budgeted Revenue s . . . . . . . . . . . . . . . . . . . . . . . . . 2
Schedule 3. Budgeted Expenditures. . . . . . . . . . . . . . . . . . . . . 3
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Luis Garcia, CPA
Louis P. Ortiz, CPA
Frank J. Valdes, CPA
Barbara B. Jernigan, CPA
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aroHD PUOLIC ACCOUNTANTS
To the Officers, Directors and
Advisory Board
The Chi Chi Rodriguez Youth Foundation, Inc.
Largo, Florida
We have reviewed the accompanying schedules of budgeted revenues
and expenditures, budgeted revenues and budgeted expenditures for
The Chi Chi Rodriguez Youth Foundation, Inc. for the years ended
1984 through 1988. The projections on these schedules are based
upon assumptions and estimates made by and provided by the
Foundation.
Our review included tests of the computations, investigation of '
the methods of compiling the information, discussions with Foun-
dation personnel and such other procedures as we considered nec-
essary in the circumstances.
Since these schedules are based upon assumptions and estimates,
the reliability of which are dependent on future events and
transactions, as independent accountants we do not express an
opinion on the fairness of these schedules.
t/ fN/etl. J. C>{~tJ (}.i ·
GARCIA & ORTIZ, P. A.
July 21, 1983
9620 Executive Dtive N" Suite 218, St. Petetsburg, FL JJ 702. St. Petersburg. (813) 576-1245, Tampa (813) 228-9709
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THE CHI CHI RODRIGUEZ YOUTH FOUNDATION, INC.
SCHEDULE 1.
BUDGETED REVENUES AND EXPENDITURES
FOR THE YEARS ENDED 1984 THROUGH 1988
1983-1984 1984-1985 1985-1986 1986-1987 1987-1988
Revenues $255,000 $314,000 $352,000 $405,000 $447,000
Expenditures 201,000 223,100 246,500 273,700 307,500
Excess of Revenues
Over Expenditures $ 54.000 $ 90.900 $105.500 $131.300 $139.500
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THE CHI CHI RODRIGUEZ/YOUTH FOUNDATION, INC.
SCHEDULE 2.
BUDGETED REVENUES
FOR THE YEARS ENDED 1984 THROUGH 1988
1983-1984 1984-1985 1985-1986 1986-1987 1987-1988
Membership Fees $ 40,000 $ 40,000 $ 40,000 $ 45,000 $ 47,000 ~
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Greens Fees 90,000 95,000 100,000 105,000 110,000 !
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Pro Shop Sales, ,
Snack Bar, \
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Beer Sales 36,000 39,000 42,000 45,000 50,000
Chi Chi Rodriguez
Invi tational,
Vivian Brownlee
Invitational,
Public & Corporate
Donations, Florida
Golf Week Tourna-
ments (Statewide) 59,000 100,000 120,000 150,000 170,000 ,
Sub-Total 225,000 274,000 302,000 345,000 377,000 1
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Donated Services 30,000 40,000 50,000 60,000 70,000 .
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Total $255.000 $314.000 $352.000 $405.000 $447.000
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THE CHI CHI RODRIGUEZ YOUTH FOUNDATION, INC.
SCHEDULE 3.
BUDGETED EXPENDITURES
FOR THE YEARS ENDED 1984 THROUGH 1988
Salaries and Wages
Full Time
Salaries and Wages
Part-Time
Employee Social
Security
Workers'
Compensation
Inventory Purchases -
Snack Bar
Inventory Purchases
Pro Shop
Inventory Purchases -
Beer
Machinery Lease and
Maintenance
Building
Maintenance
Utility Charge
Utility Charge -
Water
Utility Charge -
Other
Administration
Service
Advertising Budget
Employee Uniforms
Operating Supplies
and Materials
Construction
Materials
Machinery and
Equipment
School Materials
Watering System
Purchase
Total
1983-1984
$ 97,000
12,000
5,000
2,000
10,000
5,000
5,000
18,000
2,000
6,000
500
3,500
5,000
5,000
500
15,000
1,500
1,000
5,000
2,000
$201.000
1984-1985
$107,000
14,000
5,500
2,200
12,000
6,000
6,000
18,000
2,200
7,000
600
2,500
6,000
6,000
600
17,000
2,000
1,500
5,000
2,000
$223.100
3
1985-1986
$117,000
15,000
6,000
2,500
14,000
7,000
7,000
18,000
2,500
8,000
700
3,000
7,000
7,000
800
18,000
3,000
2,000
6,000
2,000
$246.500
1986-1987
$130,000
17,000
6,600
3,000
16,000
7,700
7,700
18,000
3,000
8,800
800
3,300
7,700
7,700
900
20,000
4,000
2,500
7,000
2,000
$273.700
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1987-1988
$150,000
19,000
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7,000
3,500
18,000
8,500
8,500
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18,000 \
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3,500
9,000
900
3,600
8,500
8,500
1,000
22,000
5,000
3,000
8,000
2,000
$307.500
. Internal Revenue Service
District Director
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Depaient of the Treasury
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FEB 2 8 1983
Person to Contact:
M. CUlver/tt
Contact Telephone Number:
(404) 221-4516
Employer Identification Number
59-201'1124-
File Folder Number
580012473
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Chi Chi Rodriguez Youth Foundation, Inc.
1394 Maple Street
P. O. Box 1521
Largo, FL 33542
Based on the information you recently submitted, we have classified your
organization as one that is not a private foundation within the meaning of section
509(a) of the Internal Revenue Code because you are an organization described in
section
Your exempt status under section 501(c) (3) of the Code i~ ~t1ll 1n effect.
This classification is based 'on the assumption that your operations will
oontinue as you have stated. If your sources of support, or your purposes,
character. or method of operation change, please let us know so we can consider the
'~eQt of the change on your exempt status and foundation status.
This supersedes our letter dated November 17, 1932.
Because this letter could help resolve any questions about your foundation
status, you should keep it in your permanent records.
It you have any questions, please contact the person whose name and telephone
number are shown above.
Sincerely yours,
~I~
cc: Willi~ Kalish, Esquir~
P. O. Box 1055, Atlanta, GA 30310
Letter 1078(00) (Rev. 8-82)