Supporters Guide Mission: To Create, Protect, and Promote American Jobs and Companies through Innovation and Commercialization. (Inv)+(Ino)=P2 Table of Contents 1.About the Foundation 2.Key Board Members 3.Supporters 4.Donations and Endowments 5.Innovation Park 6.Award Series and Summits 7.Software America has in its DNA the spirit of Innovation and Commercialization. America is the engine of the industrial and technological ages. Invention + Innovation = Prosperity About the Foundation Active Programs: America has in its DNA the spirit of Innovation and Commercialization. America is the engine of the 20th and 21st Century industrial and technological ages. The America we live in and need to grow and preserve is the America with the passion to create businesses that scale to commercial powerhouses that create jobs and security for generations to come. America’s way back to prosperity and jobs will not just be through the growth of the great companies of our grandparents, mothers and fathers. Rust-belt industries of the past must innovate to return jobs and opportunities to Americans. We are still in a transition from the industrial age to that of the information and technology age. We must innovate and realize that technology and manufacturing are the life’s blood of our opportunity to keep at the top of the industrialized world. We must lift up and nurture the growth of our fellow Americans that have the innovative spirit to bring America forward into the future. This is our mission. Mission Statement: The Tesla Foundation’s mission is to create, promote and protect American jobs and businesses through Innovation and Commercialization. Business Statement: Through the power of research and education to create, promote, and protect American Jobs and Companies with Innovation and the steps needed for Commercialization, The Tesla Foundation will accomplish its goals, on a non-profit basis, utilizing the combined efforts of its research labs and facilities, education labs, high level educational events and summits, and software development. (1) Complete the funding for the Foundation’s operating expenses and build-out of the Tesla Innovation Park in Silicon Beach. (2) The Tesla Foundation Group has established a series of live audience educational programs designed to be informative and entertaining. The Foundation’s “Invention and Innovation Series” is an eclectic group of successful Inventors & Innovators who are leaders in each of their respective fields of expertise. Twice a year the Tesla Inventors and Innovators Series presents the work and success of an individual presenting his or her Inventions and Innovations in the Arts, Sciences and Engineering. (3) Complete the funding and building of the TeslaIndex.com software, which will allow Inventors, Innovators and people with a great Idea to securely share and develop their projects. The Tesla Foundation’s Process for Ideas, Inventions and Innovation: Every foundation has a business model and methods for fund raising to support their particular cause and most foundations are continually in a fund raising mode in order to sustain their existence. The Tesla Foundation has developed a non-profit business model that is a self-sustainable platform with reoccurring donation and endowment streams that continuously flow to the Foundation’s support of inventive and innovative people and projects. We have all seen the television program “American Idol”, and think about how it has changed the landscape for young singers to be discovered through a national search and test process that allows the best of the best be discovered by a huge audience. The Tesla Foundation is doing just that. People and companies with a great idea, invention or innovation will use the Tesla Foundation’s non-profit research and education facilities and services to turn dreams to realities, jobs, and companies for America. Key Board Members Chairman: Wil Cashen Mr. Cashen has been an inventor and innovator throughout his entire life. Growing up in Indiana, he helped his Dad restore antique airplanes in the family garage. Early days spent stitching wings and watching his Dad start an old Continental 225hp radial engine from their 1930’s Stearman, sparked a never ending curiosity for invention and innovation. He became obsessed with the engineering and design of things, and while in high school designed a multiple stage axial flow supercharger from old turbocharger parts. At an early age Mr. Cashen attended the University Notre Dame studying Industrial Design, Mathematics and Art. After greatly expanding his knowledge for technology and aviation in the Air Force, Mr. Cashen continued his passion-driven studies in Industrial Design, Manufacturing, Applied Mathematics, Physics, and Art. These studies led him to create a micro-manufacturing facility producing an exact re-creation of the Porsche 550 Spyder of 1954-56. The project was a success creating several cars that are still on the road some 30 years later. Mr. Cashen’s passion for innovation and invention led him to begin consulting for companies and government agencies such as Ford, GM, Chrysler and NASA. His early work with Porsche Aviation creating intercooler designs and engine system components helped to shape like designs and systems for Piper and Cessna Aircraft companies in creating FAA flight approved components and systems. His drive for innovation continued when he moved his family to Detroit. While in Detroit, Mr. Cashen founded a robotics software and hardware engineering company that helped to revolutionize the auto industries, engine components testing, and added great value to vehicle manufacturing automation. His company was an active force in the auto industries change from fluid actuation and control to electromechanical robotics for the production of components and parts for cars and trucks. He sold his stake in the company in 1992. On moving to California, Mr. Cashen, and the well-known television personality Jay Leno, worked on the production of a television program on the manufacturing of the Porsche Spyder and then set the World’s “closed-course” speed record for a production Porsche GT with Jay Leno at the wheel. In 2008, at the beginning of the World’s financial collapse, expanding on over 35 years in the automotive OEM industry, and countless innovations and inventions, Mr. Cashen set out to help the American auto industry to build electric and hybrid vehicles. Mr. Cashen took up temporary residence in Indiana, the place he grew up, striving to create hundreds of manufacturing jobs. Working with the DOE’s EV and PHEV grant program, Mr. Cashen designed and built the first allelectric F150 pickup truck. However, in late 2009, the American auto industry all but collapsed. This was the touchstone for a new beginning for Mr. Cashen. As a researcher for over twenty years on the life of Nikola Tesla, and Mr. Tesla’s inventions such as AC Current and Radio, and with the recent advent of Tesla Motors, Mr. Cashen decided that it was time to do more for the America that he loved. Mr. Cashen’s desire is for America to bring back much of its now lost off-shore manufacturing, and energize its industries with new and reborn American innovations and talent for the creation of a sustainable future. Mr. Cashen is a true serial entrepreneur and innovator. His lifelong passion for invention and innovation was the inspiration for the Co-Founding of the Tesla Foundation Group. He is committed to the success of building an American system to aid all people young or old, to seize upon their ideas and innovations, create new products and services to help build and protect American jobs and grow American companies. The legacy of this work, the Tesla Foundation Group, is now Mr. Cashen’s life’ passion. CEO: Keith Kaplan Born in New York City, from an early age Mr. Kaplan was surrounded by his father’s love of architecture art and music. Some of his earliest memories are watching his architect father working late at night rendering and designing skyscrapers so tall as to kiss the Manhattan sky. These experiences inspired him for a lifetime of creativity and invention. Mr. Kaplan at the age of four and a half started playing guitar with a passion. By age 15 he was accepted and given a scholarship to the California Institute of the Arts and moved to Los Angeles, California, to study music, art, and technology. After attending Cal Arts Mr. Kaplan continued his university studies by adding computer science and business to his formal education. After college Mr. Kaplan played, performed and produced music all over the world with such acts and producers as: Ravi Coltrane, Jay Baumgardner, Steve Jones, The Chili Peppers, Jacob Dylan, Prince, Guns and Roses, Even Rude, and Linkin Park. In 1996 Mr. Kaplan, always on the forefront of the use of computers in music and art, was given a position at the Los Angeles Times/Recycler as the Sr. Creative Coordinator/ Technology Consultant to manage the production staff and work on the creation of one of the very first classified websites in the world “Recycler.com”. While at the Los Angeles Times, Mr. Kaplan worked on advertising campaigns with some of the biggest advertising agencies and corporations in the world. In 1999 Mr. Kaplan was offered the position of Executive Vice President & Creative Director at the Advertising Agency Creative Couch and over saw all creative and technology strategies for the company and managed the creative and technology teams for agency clients. The client list of record consisted of Proctor and Gamble, Viacom, Warner Brothers, among others. In 2001 Mr. Kaplan formed his own full service creative and technology consultancy, KKMedia. Mr. Kaplan’s company supported some of the Top Fortune 100 and 500 companies in the world, such as: Monster.com, Lexus, Fox & American Idol, Universal Studios, Starwood Hotels, Toyota, UCLA, and Yahoo. Mr. Kaplan’s vision in design, marketing, branding and technology, combined with his understanding of interactive entertainment, made himself and his firm much sought after creative resources. Mr. Kaplan’s company was successfully sold in 2007 to Public Media, with Mr. Kaplan becoming a board member. Mr. Kaplan has spent his entire life inventing, innovating, composing music and art, programming computers and software, and has built many original musical instruments on and off computers. His passion for Co-Founding the Tesla Foundation in only matched by his passion for his family and friends. Executive Board Member, Legal Counsel: Jeffrey Glover ESQ Mr. Glover is an accomplished International Attorney, Strategic Consultant and Corporate Executive. Mr. Glover has the proven ability to develop, analyze and negotiate innovative business deals, develop and maintain corporate strategy, provide seasoned advice to clients and senior management, and effectively manage strategic partners, staff and outside counsel, on both a domestic and international basis. He is the founder of WaveCrestLaw & Consultancy which typically serves as a Strategic Consultant and/or General Counsel to its clients, directly handling complex business, licensing, IP & new media matters in which the practice has substantial expertise. As a recognized expert in the global new media & entertainment industry, Mr. Glover’s legal and business articles have been published in many influential publications, including: Journal of the Copyright Society of the USA, Journal of Media Law and Practice (UK), The Hollywood Reporter, Whittier Law Review, and the ASCAP Copyright Law Symposium. Mr. Glover has a rich history of innovation in developing cutting–edge projects at the crossroads of Entertainment and New Communication Technologies. He is a pioneer in integrating major Strategy, Branding, Programming and Launch Programs for such paradigm-shifting companies as: TiVo (1st DVR), Orbit Satellite Network (1st All Digital SatNetwork), AOL Plus (1st AOL Broadband Service) and Intertainer (1st VOD Service). Further, Mr. Glover has played a critical role in launching new Digital Services and Online DSL platforms worldwide for companies such as: Intel Corporation, BSkyB & British Telecom (UK), DF1 & Deutsche Telecom (Germany), Zuku Programming (UK & East Africa), Wizja Digital (Poland), Emirates Media (UAE), Telefonica & Via Digital (Spain) and DirecTV Latin America. Additionally, Jeffrey has played a key role in developing cutting edge Website development & production deals and Online e-commerce programs & Multi-Media Branding, Marketing, IP and Advertising Agreements with companies such as: ABC, CNN, CBS, Disney Online, The New York Times Company, Sony Online Entertainment, Electronic Arts, ESPN, MTV, The Grammy Awards, HBO, NOW & PCCW (Hong Kong), Ralph Lauren, J-Sports & Shop Channel (Japan), Toshiba and Warner Bros., to name a few. Mr. Glover earned his post-graduate Master of Philosophy degree in International Relations & International Law from the University of Cambridge, where he completed his Master’s Thesis on Emerging International Copyright Laws and New Distribution Technologies; and his Juris Doctor degree from Whittier College School of Law, where he was a published member of the Law Review, and was awarded a First Prize, and a US National Prize, in the prestigious ASCAP Nathan Burkan Memorial Competition in Copyright Law. Jeffrey is an active member of: the California Bar Association, Cambridge University Alumni Association, and the Hughes Hall Graduate Law Society. Jeffrey also sits on the Board of Advisors for various non-profit organizations and commissions such as: Arts Olympus, Island of Tolerance, UCLArts and Healing, and the County of Los Angeles Commission on Human Relations: Project One. Executive Board Member, Finacial Advisor: Tom Marchesello Mr. Marchesello is an economic strategist and professional deal maker and delivers proprietary investment opportunities to the biggest industrialist families and multi-billion dollar private equity funds. He has built a reputation as the ‘Billionaire Whisperer’ for how he advises over 20 billionaire investors and places over $2 Billion a year into profitable and growing US manufacturing, distribution, and service businesses generating strong recurring cash income streams. His unique perspective on how Billionaires and Major Corporations make investment decisions and value assets make him a connection point for top investors looking to identify trends years ahead of the competition. As the Director of Bainbridge Capital he leads the acquisitions teams involved with private equity & venture capital by developing investment strategies and industry targeting analysis to locate the best profitable small to middle market American companies in energy, aerospace, industrial systems, logistics, consumer goods, real estate and technology. Supporters MaJor Supporters: Former Head of NASA - Daniel Goldin Vice Chairman General Atomics - Linden Blue Mr. Marchesello is experienced at business macro and micro economic modeling, using big data anlytics and physics to visualize investment patterns, building and balancing double sided marketplaces and exchanges, packaging & syndicating investment opportunities, and negotiating sales & distribution channel partnerships for portfolio companies. Mr. Marchesello graduated from Pennsylvania State University with degrees in Finance and Economics and also has an MBA from San Diego State University. Mr. Marchesello has a 20 year track record of business operations, innovation, and commercialization with such companies as: Sony, Morgan Stanley, Thompson Reuters, and was a former Captain in US Air Force Space Command. Mr. Marchesello serves on the Board of Advisors of local e-commerce and consumer goods companies such as PetBox, and mentors through his support of The San Diego Economic Development Council, Kaufman Foundation, Founders Institute, and the Nikola Tesla Foundation. Fredrick Smith - Founder of FedEx John Travolta - Actor/Aviator T. Denny Sanford - Inventor of the No Load Mutual Fund Dana Rohrabacher - United States Congressman Donations and Endowments Research Lab agreements, Case Study agreements, Donations and Endowments provide funding to create educational research labs, case study labs, educational materials, facility support, systems software, systems hardware, online educational materials, and events and summits. Additionally funding is used for supporting the operation of the Tesla Foundation Group organization. Tesla Foundation Research Lab Levels: 1. 2. 3. 4. Tesla Innovation Lab Floor Program Tesla Innovation Lab 60% Floor Space Program Tesla Innovation Lab 30% Floor Space Program Tesla Innovation Lab 50% Shared Floor Space Program Donations to the Tesla Foundation are tax deductible. $ 2,000.000 $ 1,550.000 $ 800.000 $ 650.000 Large Corporate or Individual Donation Support Programs: • • • Some Benefits Tesla Foundation Innovation Park – Support for the Facilities Tesla Index – Support for the technology structure for the Foundation Tesla Foundation Group – Support for the Foundation Individual Donation Levels: Elite Sponsorship$50,000+ Platinum Sponsorship$20,000+ Gold Sponsorship$10,000+ Silver Sponsorship$5,000+ Bronze Sponsorship$0 - 2,500+ *The Tesla Foundation has filed as a 501(c)(3) – Please use the Tax ID 06-1805850 The Foundation understands that you (your estate) can receive an estate tax deduction for making a bequest of qualified retirement plan accounts and traditional IRAs that would otherwise be taxed as income to your heirs as they receive it and negate the adverse income tax consequences to the individual beneficiaries, please review with your CPA. Gift planning permits you to leave an indelible mark on the future of the United States. You can accomplish this in various ways, depending on the circumstances, through wills, trusts, and other planning options. You can make a general contribution to the Foundation’s endowment or designate it for specific programs, acquisition of facilities and equipment, or professional support and services. We invite you to establish your companies or personal legacy. Innovation Park Award and Summit Series The Tesla Foundation Innovation Park The Tesla Foundation Awards and Summits Series The Tesla Innovation Park – an independent non-profit research and education think tank facility for inventors and innovators to work together with industry and capital to commercialize their products and services. The Innovation Park is managed with high security and an enterprise level software system that provides a secure transfer of innovation and technology to industry. The Tesla Foundation has established a series of non-profit live audience programs designed to be informative and entertaining. The “Invention and Innovation Series Events” are held twice a year with an eclectic group of successful Inventors and Innovators who are leaders in each of their fields of expertise. Twice a year the Tesla Inventors and Innovators Series presents the work and success of an individual presenting his or her Inventions and Innovations in the Arts, Sciences and Engineering. Tesla Foundation’s Innovation Park is immediately pursuing corporations to sponsor, subscribe and take-up residency in one of the following Tesla Innovation Labs: • The Connected Car (The New World of Infotainment and Mobile Big Data) • Autonomous Machines (UAVs, Robotics and Artificial Intelligence) • Big Data Cyber Security and Privacy (Big Data Encryption and New Security Measures) • Media Applications for Thin Film Screens (Publishing Adopting a Digital Replacement for the Magazine) • Media in Retail (Integration of the Television and Film Industries into the In-Store Retail Space) • The Connected Building (The New World of Big Data and buildings) • Applications for Innovation Lab Residencies. In March of this year Linden Blue was the recipient of the award for “Innovation in Aeronautics and Energy”. This red carpet event was held at the private air museum of General Lyon at the John Wayne Airport. This successful event was supported by notable individuals in support of the Tesla Foundation and of Mr. Blue. Such individuals of mention are; Former Joint Chief of Staff General Pace, the longest standing Head Administrator of NASA Daniel Goldin, Congressman Dana Rohrabacher, and many wonderful and intelligent members of the community. Software (Inv)+(Ino)=P2 The Tesla Foundation Index A web based non-profit enterprise level software service for inventors and innovators to list their ideas, their innovations, their provisional patent abstracts, and patent abstracts. From this listing, American Industry and Capital can identify opportunities to commercialize. • Creates an enterprise level software platform to assists inventors and innovators in creating the necessary best practice and legal requirements to list their work on the index for industry and capital to reference. • Creates a national index through an enterprise level software platform for industry and capital to subscribe to and reference in the search for inventions and innovation relevant to specific criteria and commercial goals. • Streamlines the process of linking inventors and innovators to industry and capital reducing costs and time needed to create jobs and companies for America. Invention + Innovation = Prosperity Contact Us Tesla Foundation Group 9601 Wilshire Blvd. Suite 1174 Beverly Hills, California 90210 866. 691.7776 www.teslafoundationgroup.org America has in its DNA the spirit of Innovation and Commercialization. America is the engine of the industrial and technological ages. T ESLA Foundation Group Wednesday, January 22, 2014 To Whom It May Concern: The Tesla Foundation Group (TFG) has filed for non-­‐for profit status on March 28th of 2013 as exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code (IRC) and classified as a public charity under IRC Sections 509(a)(1) and convenience. 170(b)(1)(A)(vi). Due to two government shutdowns the TFG is operating as a non-­‐for profit organization under the Grant Sponsorship of the non-­‐for profit Center for Advancing Sustainable Architecture (CASA) which is in good standing qualified as exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code (IRC) and classified as a public charity under IRC Sections 509(a)(1) and convenience. 170(b)(1)(A)(vi). Enclosed in this set of documents are the verification and certifications needed by TFG to accept donations and gifts as a non-­‐for profit organization. Please use the Tax Identification Number: 06-­‐1805850 Thank you, Keith Kaplan CEO/TFG 9601 Wilshire Blvd. Suite 1174 Beverly Hills, CA 90210 | phone: 866.691.7776 January 20, 2014 Subject: Fiscal Sponsorship Status Dear Gift Donor This letter is to confirm to you that A Center Advancing Sustainable Architecture (CASA) is the “Fiscal Sponsor” for the Tesla Foundation Group’s (TFG). As such, TFG may collect donations and / or sponsorship financial gifts for the benefit of its CASA approved charitable program. Therefore TFG can accept your donation in support of the Tesla Foundation Group’s “Nikola Tesla Invention Series Program”. CASA’s efforts to build a sustainable future for the world are closely aligned with the principles and mission of the Tesla Foundation Group. CASA fully supports and is proud to be the Fiscal Sponsor for TFG. CASA is a New Mexico nonprofit public benefit corporation in good standing qualified as exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code (IRC) and classified as a public charity under IRC Sections 509(a)(1) and convenience. 170(b)(1)(A)(vi). A copy of our federal determination letter has been included for your use in filings. CASA has been operating as a nonprofit for 8 years and as of this date has not received a change of status notice from the Internal Revenue Service. For legal and accounting purposes, CASA needs to notify you of our “variance power” over funds donated to the Tesla Foundation Group in support of this program the “Nikola Tesla Invention Series”. Under our fiscal sponsorship agreement with the Tesla Foundation Group, CASA retains full discretion and control over the use of such funds to accomplish the charitable purposes for the approved program. This power can include the unilateral right to redirect funds to a different beneficiary who can accomplish the purposes of this TFG program if TFG cannot. (See Financial Accounting Standards Board’s Statement No. 136. http://www.fasb.org/summary/stsum136.shtml) Please feel free to email me at p.kaplan@casa-center.org if you have any questions. Thank you for your interest in the TFG program. Sincerely, Howard M. Kaplan President 2532 Tramway Terrace Court NE . Albuquerque, New Mexico 87122 . (505)856.7185 . www.casa.org