Programs

  • Program 1 [2020]

    THE GOLDEN STATE POOLED TRUST (GSPT) WAS CREATED BY NBHC IN 2004. SINCE ITS INCEPTION, IT HAS GROWN TO SERVE OVER 500 BENEFICIARIES WITH A TOTAL TRUST CORPUS OF $ 23,106,375 AS OF 12/31/2020. IT PROVIDES BOTH RELIABLE ASSET MANAGEMENT AND CONTINUED ELIGIBILITY FOR GOVERNMENT BENEFITS SUCH AS: SUPPLEMENTAL SECURITY INCOME (SSI), MEDI-CAL, AND IN HOME SUPPORT SERVICESGSPT HOLDS PROCEEDS FROM A LAWSUIT OR INHERITANCE OR OTHER SOURCES WHICH IS CRITICAL IF:1.SUDDEN AVAILABILITY OF FUNDS WILL PREVENT A DISABLED INDIVIDUAL FROM QUALIFYING FOR ESSENTIAL PUBLIC BENEFITS.2.THE AWARD RECIPIENT REQUIRES ONGOING CARE OR ADVOCACY FOR AN EXTENDED PERIOD.3.THE AWARD WILL BE EXHAUSTED QUICKLY IN ORDER TO MEET MEDICAL EXPENSES WHICH WOULD OTHERWISE BE PAYABLE BY MEDI-CAL, AND THE RECIPIENT HAS NO OTHER MEANS OF SUPPORT TO MEET HIS OR HER NEEDS.POOLED SPECIAL NEEDS TRUSTS ARE AN EFFECTIVE MANAGEMENT TOOL FOR LITIGATION, UNEXPECTED INHERITANCES OR OTHER TYPES OF PROCEEDS WHEN PRESERVATION OF BENEFITS IS, OR IN THE FUTURE, MAY BE, ESSENTIAL TO THE WELL-BEING OF THE INDIVIDUAL.FUNDS HELD IN A PROPERLY DRAFTED POOLED SPECIAL NEEDS TRUST, SUCH AS THE GSPT, WILL NOT COUNT AS A RESOURCE FOR PURPOSES OF QUALIFYING FOR SSI, MEDI-CAL OR IN HOME SUPPORT SERVICES (IHSS).IT IS VERY IMPORTANT TO STRIKE A BALANCE BETWEEN THE NEED TO MAINTAIN PUBLIC BENEFITS AND THE BURDEN OF THE RESTRICTIONS INHERENT IN SPECIAL NEEDS TRUSTS. THE CHIEF RESTRICTION OF A SPECIAL NEEDS TRUST IS THAT THE DISABLED PERSON (THE "BENEFICIARY" OF THE TRUST) LOSES CONTROL OF THE FUNDS. MOREOVER, CASH CANNOT BE GIVEN DIRECTLY TO THE BENEFICIARY. INSTEAD THE TRUSTEE MUST PAY FOR THE SERVICES AND GOODS DIRECTLY. THE BURDENSOMENESS OF THESE RESTRICTIONS CAN BE MINIMIZED WITH THE USE OF TRUSTEES AND ADVISORS WHO ARE TRAINED AND EXPERIENCED IN MANAGING SPECIAL NEEDS TRUSTS.GOLDEN STATE POOLED TRUST IS AN APPROPRIATE OPTION THAT CAN PROTECT THE LITIGATION PROCEEDS IN ORDER TO PROVIDE FOR THE BENEFICIARY'S WELL-BEING, AS WELL AS PROVIDE RELIABLE ASSET MANAGEMENT AND ADVOCACY FOR THE TRUST BENEFICIARY.CUMULATIVE TRUST ACCOUNTS CORPUS AS OF 12/31/2020: $23,106,375
    Geographies
    Not indicated
    Dates
    Jan 1, 2020 – Dec 31, 2020
    Source
    990
    No causes provided
    No populations provided
    –
    $631.2K

  • Program 2 [2020]

    AFFORDABLE HOUSING DEVELOPMENTA.CAPACITY BUILDING EFFORTSAFFORDABLE HOUSING, BY ITS VERY NATURE, IS COLLABORATIVE.VARIOUS GROUPS (E.G., SENIORS, THOSE WITH OTHER DISABILITIES) ARE INTERESTED IN SAFE, DECENT, AFFORDABLE HOUSING.FOR THIS REASON, THE COALITION IS INVOLVED IN NETWORKING, AND MAINTENANCE OF A WEBSITE.NETWORKING WITH SISTER AGENCIES -- PART OF THIS WORK IS BUILDING AND MAINTAINING EFFECTIVE (AND BENEFICIAL) WORKING RELATIONSHIPS WITH NBRC, PUBLIC HOUSING AUTHORITIES, CENTERS FOR INDEPENDENT LIVING, AND SUPPORT SERVICE AGENCIES LIKE THOSE REPRESENTED IN THE COALITION. SOME OF THIS WORK HAS BEEN KEEPING TRACK OF INFORMATION OF VALUE TO INDIVIDUALS, FAMILIES, AND THE AGENCIES THAT FUND AND PROVIDE SERVICES AND SUPPORTS. THIS WORK INCLUDES KEEPING ABREAST OF PAYMENT STANDARDS, SHARED LIVING ARRANGEMENT POSSIBILITIES, AND WHETHER ONE CAN SIGN UP FOR SECTION 8 RENTAL ASSISTANCE.B.RENTAL HOUSING OPTIONS1)AFFORDABLE HOUSING MANAGED BY OTHERS (SET-ASIDES UNITS). NBHC HAS PLAYED A ROLE IN BRINGING INTO BEING AFFORDABLE HOUSING FOR ADULTS WITH INTELLECTUAL OR OTHER DEVELOPMENTAL DISABILITIES. THIS BEGAN WITH PECAN COURT (MID-1990S), SERENO VILLAGE IN VALLEJO, AND CARILLO PLACE IN SANTA ROSA. FUNDS FOR "BUYING DOWNX AND MAKING AFFORDABLE SELECTED RENTAL UNITS IN LARGER COMPLEXES HAS COME FROM THE CALIFORNIA DEPARTMENT OF DEVELOPMENTAL SERVICES (DDS), SOMETIMES THROUGH THE CALIFORNIA DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT (HCD). BESIDES FACILITATING TRANSACTIONS BETWEEN FUNDERS AND NON-PROFIT HOUSING DEVELOPMENT CORPORATIONS (E.G., BURBANK, CITIZENS), NBHC IS EXPECTED TO CONTINUE TO PLAY A ROLE IN ASSURING THAT UNITS REMAIN AVAILABLE FOR USE BY THOSE THE FUNDS WERE INTENDED TO SERVE. THIS INVOLVES GETTING THE WORD OUT QUICKLY TO NBRC AND INDEPENDENT/SUPPORTED LIVING AGENCIES, WHEN A UNIT HAS BECOME VACANT.PERSONS SERVED: 2602)HOME OWNERSHIP BY NBHC NBHC OWNS AND MANAGES 5 SINGLE-FAMILY HOMES AND 1 CONDO. IT ALSO MASTER LEASES ONE CONDO FROM THE CITY OF FAIRFIELD. IT IS A PARTNER OF THE VALLEJO HOUSING COLLABORATIVE THAT OWNS 3 PROPERTIES. Two OF THESE PROPERRTIES are RENTED TO A NBHC CLIENT.PERSONS SERVED: 15INDIVIDUAL HOUSING ASSISTANCE PROGRAm1. NBHC ENROLLED INDIVIDUALS AND FAMILIES INTO NBHC DATABASE 2. NBHC STAFF MET WITH THE INDIVIDUAL AND/OR THE FAMILY TO ASSESS HOUSING NEEDS, TIMELINES, AND BARRIERS. THIS WOULD INVOLVE DISCUSSIONS WITH THE SERVICE COORDINATOR AS WELL3. NBHC IDENTIFIED ALL INTERNAL AND EXTERNAL WAIL LISTS TO MAKE SURE EVERY PERSON ON THE NBHC WAITLIST IS ON ALL APPROPRIATE LISTS4. NBHC ASSISTED IN HOUSING SEARCH FOR HOUSING WITH THE INDIVIDUAL AND THE FAMILY WHEN THEY ARE READY.5. NBHC CONTINUES TO DEVELOP A PROPERTY MANAGER NETWORK- THIS WILL INCLUDE DEVELOPING A RELATIONSHIP WITH PROPERTY MANAGERS IN THE AREA THAT WILL CALL NBHC WHEN THERE IS AVAILABILITY6. NBHC ACTS AS RESOURCE FOR REASONABLE MODIFICATIONS/ACCOMMODATIONS ASSISTANCE7. NBHC INTERVIEWED THE LOCAL HOUSING AUTHORITY PROGRAMS. THIS INCLUDES PAYMENT STANDARDS, SHARED LIVING ARRANGEMENT POLICIES, AND STATUS, AND MANAGED MAINSTREAM VOUCHER WAITING LIST FOR NAPA COUNTY8. NBHC ACTS AS RESOURCE TO LOCATE GENERIC RESOURCES TO ACCESS SECURITY DEPOSIT MONEY IF NEEDED9. NBHC DISSEMINATED INFORMATION ON AFFORDABLE HOUSING OPPORTUNITIES VIA WEBSITE, and PHONE CALLS10.NBHC DEVELOPED AND NURTURED EXISTING COLLABORATIONS AND PARTNERSHIPS THAT ARE CRUCIAL TO ENSURE THAT INFORMATION IS DISSEMINATING TO PEOPLE THAT NEED IT. COLLABORATIONS THAT WILL BE DEVELOPED THROUGH THIS PROGRAM INCLUDE: -DAY PROGRAMS -SUPPORTED EMPLOYMENT AGENCIES -NBRC -POST SECONDARY SCHOOL PROGRAMS PERSONS SERVED IN 2020: 30611.ACTED AS FISCAL INTERMEDIARY FOR ONE INDIVIDUAL
    Geographies
    Not indicated
    Dates
    Jan 1, 2020 – Dec 31, 2020
    Source
    990
    No causes provided
    No populations provided
    –
    –

  • Golden State Pooled Trust Services

    GOLDEN STATE POOLED TRUSTThe Golden State Pooled Trust (GSPT), established in 2004, has grown to support over 550 beneficiaries with a trust corpus totaling $22,251,250 as of 12/31/2024. GSPT ensures reliable asset management while safeguarding continued eligibility for essential government benefits, such as Supplemental Security Income (SSI), Medi-Cal, and In-Home Support Services (IHSS).GSPT holds funds from sources like lawsuit settlements, inheritances, or other payments, which is crucial in cases where:1. A sudden influx of funds could disqualify a person with disabilities from essential public benefits.2. The recipient requires ongoing care or advocacy over an extended period.3. The award may be quickly depleted to cover medical expenses, which would otherwise be covered by Medi-Cal, and the recipient lacks other financial support to meet their needs.Pooled special needs trusts are an effective solution for managing unexpected financial proceeds, such as those from litigation or inheritances, while preserving access to critical benefits that support the well-being of the individual. Funds placed in a properly structured pooled special needs trust, like GSPT, are not considered a resource when qualifying for SSI, Medi-Cal, or IHSS.Maintaining a balance between preserving public benefits and accommodating the limitations of a special needs trust is essential. The primary restriction is that beneficiaries do not have direct access to the funds. Instead, the trustee pays for goods and services on their behalf.Skilled trustees and advisors experienced in managing special needs trusts can help alleviate the restrictions, making the process smoother.The Golden State Pooled Trust is a sound option for protecting litigation proceeds, offering secure asset management and dedicated advocacy for the benefit of the trusts beneficiaries.HOUSING SERVICES AND SUPPORTS TO PERSONS WITH INTELLECTUAL/DVELOPMENTALDISABILITIESOur Housing Services and Support program is designed to empower individuals withintellectual and developmental disabilities (I/DD) to achieve stable, independent living arrangements. This comprehensive program offers essential guidance and resources through each step of the housing journey, from planning to implementation. Key components of the program include:1. Development of a Personalized Housing Plan: Each participant receives a customized housing plan that addresses individual needs and goals. The plan includes detailed budget analysis, helping individuals understand and manage housing costs and identify financial resources.2. Housing Search: we offer specialized housing searches tailored to each personsdesires and needs.3. Background Check Coordination: To enhance housing security and meet requirementsof potential landlords or housing providers, we conduct thorough background checks.This step helps facilitate access to suitable housing options that prioritize safety and accessibility.4. Identification of Housing Barriers: We work with participants to identify potential obstacles to securing housing, including financial limitations, credit history, or accessibility needs. Our team provides actionable solutions to overcome these barriers, opening pathways to stable housing.5. Tenant Education and Empowerment: Education is a vital component of our program.Participants receive training on tenant rights and responsibilities, budgeting, andhousehold management. This empowers them to build sustainable housing practicesand maintain long-term tenancy successfully.6. Mediation and Liaison Services: We act as a mediator and liaison betweenparticipants and property managers to facilitate clear communication and ensuremutual understanding. Our team supports individuals in negotiating lease agreements,addressing concerns, and resolving conflicts with property managers. By providingskilled mediation, we foster a positive relationship between tenants and propertymanagers, helping to maintain stability and long-term housing success.7. Accessible Homeownership Opportunities: In addition to rental options, our program assists individuals with disabilities who wish to own a home. We provide resources and support throughout the home-buying process, including down payment assistance, mortgage guidance, and information on accessible home modifications. These services empower individuals with disabilities to achieve the security and stability of homeownership.8. Financial Counseling and Education: Participants receive financial counseling to help with budgeting, managing expenses, and maintaining financial health while owning or renting. This guidance promotes self-sufficiency and prepares individuals for the longterm responsibilities of renting or owning a home. Through these services, we aim to create inclusive housing opportunities for individuals withI/DD, promoting independence, stability, and a higher quality of life.PROPERTYOur Affordable Housing Rental Program provides safe, accessible, and affordable housing options for persons with disabilities, supporting both independence and community inclusion. This program aims to address the unique needs of individuals with disabilities by offering affordable rental units.Key Program Components:1. Affordable Rental Units: We offer rental housing with reduced rent costs specifically designed for individuals with disabilities. Each unit is adapted or adaptable to meet accessibility requirements, ensuring that residents can live comfortably and independently in a safe environment. Our affordable rent structure is designed to be sustainable for those with limited income, reducing housing-related financial stress.2. Supportive Housing Services: Our program includes ongoing housing support, such as assistance with tenant rights, maintenance resources, and community integrationservices. By fostering strong relationships with property managers and communityservice providers, we work to ensure a stable and supportive housing experience for all residents. Through these services, the Affordable Housing Ownership and Rental Program helps individuals with disabilities access secure and affordable housing, empowering them to lead independent, fulfilling lives within their communities.
    Geographies
    Not indicated
    Dates
    Jan 1, 2024 – Dec 31, 2024
    Source
    990
    No causes provided
    No populations provided
    –
    $1.4M