HomeMy WebLinkAboutC-8577-2E - Cultural Arts Grants - FY 24-25 - Musical Performances1�
GRANT AGREEMENT
f—' BETWEEN THE CITY OF NEWPORT BEACH AND
BAROQUE MUSIC FESTIVAL, CORONA DEL MAR
40
This Grant Agreement ("Agreement") is entered into this 13th day of March, 2024
U ("Effective Date"), by and between the City of Newport Beach, a California municipal
corporation and Charter City ("City"), and BAROQUE MUSIC FESTIVAL, CORONA DEL
MAR, a California nonprofit corporation with an address on file with the California
Secretary of State of P.O. Box 838, Corona del Mar, California 92625 ("Grantee"). City
and Grantee are at times individually referred to as "Party" and collectively as "Parties"
herein.
RECITALS
A. It is the policy of the City Council that the City's budget specifically allows the City
Council to direct revenue towards non-profit agencies, community groups,
community events, or enhancement projects with worthy projects or programs
which the City Council deems beneficial to the residents' quality of life.
B. Grantee requested a grant from the City for musical performances ("Grant
Proposal").
C. The City Council determined the Grant Proposal is for a worthy project that will
benefit the City's residents' quality of life.
D. The City Council approved a grant in the amount of Four Thousand Five Hundred
Dollars and 00/100 ($4,500.00) ("Grant Funds") to Grantee pursuant to certain
conditions regarding expenditure, reporting, and accounting requirements.
NOW, THEREFORE, the Parties agree as follows:
1. GRANT
1.1. City awards to Grantee Grant Funds in the amount of Four Thousand Five
Hundred Dollars and 00/100 ($4,500.00) as requested by Grantee in the Grant Proposal
attached hereto as Exhibit A and incorporated herein by reference, or such other amount
as authorized by the City Council.
1.2. Grant Funds shall be disbursed by City to Grantee as follows (select one):
® On or before June 13, 2024.
2. TERM
The term of this Agreement shall commence on the Effective Date and shall
continue in full force and effect until January 30, 2025, unless terminated earlier as
provided herein.
BAROQUE MUSIC FESTIVAL, CORONA DEL MAR Page 1
3. RESTRICTIONS ON USE OF FUNDS AND OTHER REQUIREMENTS RELATED
TO THE RECEIPT OF GRANT FUNDS
3.1. The Grant Funds are subject to the following expenditure conditions ("Approved
Uses"):
3.1.1. The Grant Funds shall be expended solely for the purposes provided
in Exhibit A;
3.1.2. The Grant Funds shall not be used for any activity that would violate
City, state or federal statutory or decisional law such as regulations affecting non-profit or
tax exempt organizations exempt from taxation pursuant to Section 501(c)(3) of the
Internal Revenue Code; and
3.2. Grantee further warrants to City that the Grant Funds will be spent solely for
the Approved Uses and the Grant Funds shall be used by Grantee during this
Agreement's term otherwise the Grant Funds shall be returned to City, as provided in
Section 5 below.
3.3. Grantee shall conduct background checks for all of its volunteers and
employees who work with minor children in relation to any project described in Grantee's
Grant Proposal. To the extent applicable, Grantee shall provide the City certification that
it has complied with this requirement prior to the receipt of Grant Funds.
4. REPORTING AND ACCOUNTING REQUIREMENTS
4.1. At all times during the term of this Agreement, Grantee shall maintain true,
proper, and complete books, records, and accounts (collectively, "Books and Records")
in which shall be entered fully and accurately all transactions taken with respect to the
operations of Grantee under the Grant Proposal and the expenditure of the Grant Funds.
Grantee shall maintain the Books and Records in accordance with Generally Accepted
Accounting Principles. Grantee shall make available to City such Books and Records
upon City's request.
4.2. If the Grantee has been audited by an independent auditor or has been the
subject of a compliance audit/examination by a grantee or regulatory agency during the
past three years, audit reports and management letters indicating compliance violations,
fraud, illegal acts, material weaknesses in internal control structure or reportable
conditions, in connection with such audits shall be delivered to the City thirty (30) days
prior to the effective date of this agreement. If no audits or events as described above
have occurred during this period, the Grantee shall provide City a written assertion that
no audits or similar examinations have occurred during the three (3) year period and an
assertion that the Grantee is not aware of any events or conditions, described above, or
other information that might reasonable impact City's decision to fund the grant as
requested.
4.3. City reserves the right to designate its own employee representative(s) or its
contracted representative(s) with a Certified Public Accounting firm who shall have the
BAROQUE MUSIC FESTIVAL, CORONA DEL MAR Page 2
right to audit Grantee's accounting procedures and internal controls of Grantee's financial
systems as they relate to the Grant Proposal and to examine any cost, revenue, payment,
claim, other records or supporting documentation resulting from any items set forth in this
Agreement. Any such audit(s) shall be undertaken by City or its representative(s) at
mutually agreed upon reasonable times and in conformance with generally accepted
auditing standards. Grantee agrees to fully cooperate with any such audit(s).
4.4. This right to audit shall extend during the length of this Agreement and for a
period of three (3) years or longer, if required by law, following the date of any Grant
Funds tendered under this Agreement. Grantee agrees to retain all necessary
records/documentation for the entire length of this audit period.
4.5. Grantee shall, upon conclusion of the event, furnish the City with a Balance
Sheet and Income Statement describing the receipt and disbursement activities of
Grantee with respect to the Grant Funds. In its sole and absolute discretion, the City may
also require Grantee to submit: (i) quarterly check registers and descriptions of each
disbursement; (ii) budget -to -actual -results; and (iii) a statement of position describing the
assets and liabilities associated with the Grant event. All reports, including a post -event
evaluation, shall be due to the City no later than forty-five (45) days following the
conclusion of the event. In the event that an independent audit is conducted, Grantee
shall forward a copy of the audited report to the City for review, including any Management
Letter, Report on Internal Controls, or Reportable Conditions letter generated during the
course of the audit.
4.6. Grantee agrees to exercise prudent financial management processes including
proper oversight of all assets, budget preparation, and timely reporting including budget -
to -actual -comparisons.
4.7. All Approved Uses shall be performed by Grantee or under Grantee's
supervision. Grantee represents that it possesses the professional and technical skills
required to perform the services required by this Agreement, and that it will perform all
services with a standard of care and in a manner commensurate with the community
professional standards and with the ordinary degree of skill and care that would be used
by other reasonably competent practitioners of the same discipline under similar
circumstances.
4.8. If Grantee has supported Political Action Committees(s) (PACs) during the past
three (3) years, the Grantee shall hire an independent auditor to perform limited, agreed -
upon testwork procedures to provide City assurance that City sponsored event profits did
not subsidize the funding of Political Action Committees (PACs) and event proceeds were
adequately segregated from funds used to support PACs. Agreed upon procedures may
include a review of a detail list of the past three (3) years of PAC contributions and
expenditures, including:
a. An identifying donor number, date and amount of each reported
contribution; and
b. A detail of expenditures sufficient enough to determine that the
expenditures were solely for PAC -related expenses; and
BAROQUE MUSIC FESTIVAL, CORONA DEL MAR Page 3
c. Any retained earnings or fund balance at the end of each fiscal year.
Substantive documentation for the contribution and expenditure should be available upon
request. City shall approve the agreed -upon testwork procedures prior to the
commencement of fieldwork.
5. USE OF GRANT FUNDS
5.1. The Grant Funds shall be used solely by Grantee for the Approved Uses and
for no other use. In the event that the Grant Funds are not used for the Approved Uses
or are not expended by or before January 17, 2025, Grantee shall notify the City in writing,
and shall be obligated to return the Grant Funds to City within thirty (30) days.
5.2. The City's grant contribution shall only be used for non-sectarian purposes.
Grantees shall not use the City's grant contribution, or any portion thereof, for any purpose
that violates local, state, or federal law, including, but not limited to, the Establishment
Clause.
6. INDEMNIFICATION
6.1. To the fullest extent permitted by law, Grantee shall indemnify, defend and hold
harmless City, its City Council, boards and commissions, officers, agents, volunteers, and
employees (collectively, the "Indemnified Parties") from and against any and all claims
(including, without limitation, claims for bodily injury, death or damage to property),
demands, obligations, damages, actions, causes of action, suits, losses, judgments,
fines, penalties, liabilities, costs and expenses (including, without limitation, attorney's
fees, disbursements and court costs) of every kind and nature whatsoever (individually,
a "Claim"; collectively, "Claims"), which may arise from or in any manner relate (directly
or indirectly) to this Agreement (including the negligent and/or willful acts, errors and/or
omissions of Grantee, its principals, officers, agents, employees, vendors, suppliers,
consultants, subcontractors, anyone employed directly or indirectly by any of them or for
whose acts they may be liable or any or all of them).
6.2. Notwithstanding the foregoing, nothing herein shall be construed to require
Grantee to indemnify the Indemnified Parties from any Claim arising from the sole
negligence or willful misconduct of the Indemnified Parties. Nothing in this indemnity shall
be construed as authorizing any award of attorney's fees in any action on or to enforce
the terms of this Agreement. This indemnity shall apply to all claims and liability
regardless of whether any insurance policies are applicable. The policy limits do not act
as a limitation upon the amount of indemnification to be provided by Grantee.
7. GRANTEE INDEPENDENCE
In the performance of this Agreement, the Grantee, and the agents and employees of
Grantee, shall act in an independent capacity and are not officers, employees or agents
of the City. The manner and means of performing the Approved Uses are under the
control of Grantee, except to the extent they are limited by statute, rule or regulation and
the expressed terms of this Agreement. Nothing in this Agreement shall be deemed to
BAROQUE MUSIC FESTIVAL, CORONA DEL MAR Page 4
constitute approval for Grantee or any of Grantee's employees or agents, to be the agents
or employees of City. Grantee shall have the responsibility for and control over the means
of performing the Approved Uses, provided that Grantee is in compliance with the terms
of this Agreement. Anything in this Agreement that may appear to give City the right to
direct Grantee as to the details of the performance or to exercise a measure of control
over Grantee shall mean only that Grantee shall follow the desires of City with respect to
the results of the Approved Uses.
8. PROHIBITION AGAINST TRANSFERS
Grantee shall not assign, sublease, hypothecate or transfer this Agreement or any of the
services to be performed under this Agreement, directly or indirectly, by operation of law
or otherwise without prior written consent of City. Any attempt to do so without written
consent of City shall be null and void.
9. NOTICES
9.1. All notices, demands, requests or approvals to be given under this Agreement
shall be given in writing and conclusively shall be deemed served when delivered
personally or on the third business day after the deposit thereof in the United States mail,
postage prepaid, first class mail, addressed as hereinafter provided.
9.2. All notices, demands, requests or approvals from Grantee to City shall be
addressed to the City at:
Attn: Library Services Director
Library Services Department
City of Newport Beach
100 Civic Center Drive
Newport Beach, CA 92660
9.3. All notices, demands, requests or approvals from City to Grantee shall be
addressed to Grantee at:
Attn: Zen Edwards
BAROQUE MUSIC FESTIVAL, CORONA DEL MAR
P.O. Box 838
Corona del Mar, California 92625
10.TERMINATION
10.1. Termination for Cause. Grantee shall be in default if Grantee fails or refuses
to perform any duty required by the Agreement or performs in a manner inconsistent with
the terms, conditions and restrictions in this Agreement. In such event, City shall give
Grantee, thirty (30) days written notice to cure, if the default can be cured and City shall
be entitled to terminate this Agreement if Grantee has not cured the default within the
thirty (30) day cure period. City shall be entitled to immediately terminate this Agreement
if the default cannot be cured through corrective action. If terminated for cause, Grant
BAROQUE MUSIC FESTIVAL, CORONA DEL MAR Page 5
Funds shall be returned to the City pursuant to Section 5. This Agreement is made on an
annual basis, and as such is subject to non -renewal at its termination.
10.2. Termination without Cause. City may terminate this Agreement at any time
with or without cause upon seven (7) days written notice to Grantee, any remaining Grant
Funds in Grantee's possession at the time of termination shall be returned to City
pursuant to Section 5.
10.3. Specific Performance. Grantee agrees that the City has the legal right, and all
necessary conditions have been satisfied, to specifically enforce Grantee's obligations
pursuant to this Agreement.
11. STANDARD PROVISIONS
11.1. Recitals. City and Grantee acknowledge that the above Recitals are true and
correct and are hereby incorporated by reference into this Agreement.
11.2. Compliance With all Laws. Grantee shall at its own cost and expense comply
with all statutes, ordinances, regulations and requirements of all governmental entities,
including federal, state, county or municipal, whether now in force or hereinafter enacted.
11.3. Waiver. A waiver by either Party of any breach, of any term, covenant or
condition contained herein shall not be deemed to be a waiver of any subsequent breach
of the same or any other term, covenant or condition contained herein, whether of the
same or a different character.
11.4. Integrated Contract. This Agreement represents the full and complete
understanding of every kind or nature whatsoever between the parties hereto, and all
preliminary negotiations and agreements of whatsoever kind or nature are merged herein.
No verbal agreement or implied covenant shall be held to vary the provisions herein.
11.5. Conflicts or Inconsistencies. In the event there are any conflicts or
inconsistencies between this Agreement and the Grant Proposal or any other
attachments attached hereto, the terms of this Agreement shall govern.
11.6. Interpretation. The terms of this Agreement shall be construed in accordance
with the meaning of the language used and shall not be construed for or against either
party by reason of the authorship of the Agreement or any other rule of construction which
might otherwise apply.
11.7. Amendments. This Agreement may be modified or amended only by a written
document executed by both Grantee and City and approved as to form by the City
Attorney.
11.8. Severability. If any term or portion of this Agreement is held to be invalid, illegal,
or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions
of this Agreement shall continue in full force and effect.
11.9. Controlling Law And Venue. The laws of the State of California shall govern
this Agreement and all matters relating to it and any action brought relating to this
BAROQUE MUSIC FESTIVAL, CORONA DEL MAR Page 6
Agreement shall be adjudicated in a court of competent jurisdiction in the County of
Orange, State of California.
11.10. Equal Opportunity Employment. Grantee represents that it is an equal
opportunity employer and it shall not discriminate against any contractor, employee or
applicant for employment because of race, religion, color, national origin, handicap,
ancestry, sex or age or any other impermissible basis under law.
11.11. No Attorney's Fees. In the event of any dispute or legal action arising under
this Agreement, the prevailing party shall not be entitled to attorney's fees.
11.12. Counterparts. This Agreement may be executed in two (2) or more
counterparts, each of which shall be deemed an original and all of which together shall
constitute one and the same instrument.
[SIGNATURES ON NEXT PAGE]
BAROQUE MUSIC FESTIVAL, CORONA DEL MAR Page 7
IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: -3 13/ Z K
By:
A�r�n C. Harp
City Attorney
ATTEST:
Date: a
k�kj&-
Leilani �i
Brown
City Clerk
CITY OF NEWPORT BEACH,
A California municipal corporation
Date:
y4U=4k==-=-
Melissa
•
Library Services Director
GRANTEE: BAROQUE MUSIC
FESTIVAL, CORONA DEL MAR, a
California nonprofit corporation
Date: 23 2a2f
By:
Wayn orman
Chief Executive Officer
Date: 012 6 /tea 24
By:
Vida SpiehIer
Secretary
[END OF SIGNATURES]
Attachment: Exhibit A: Grant Proposal
BAROQUE MUSIC FESTIVAL, CORONA DEL MAR Page 8
Exhibit A
BAROQUE MUSIC FESTIVAL, CORONA DEL MAR Page A-1
NEWPORT BEACH CITY ARTS COMMISSION
2023-24 CULTURAL ARTS GRANT APPLICATION
(Applications must be typed or word -processed- you may reformat on the computer as long as it
appears the same: i.e., use Times New Roman 12 point and the same pagination.)
Baroque Music Festival, Corona del Mar
Popular Name of Organization
Baroque Music Festival Corona del Mar EIN: 95-3785942
Legal Name (if different) Federal Tax ID No.
P.O. Box 838
Mailing Address
Corona del Mar CA 92625
City Zip
Wayne Norman, President
Zen Edwards, Executive Director
(949)760-7887
(310) 227-0539
Contact Name Telephone
zen.edwardsAicloud. com I wayneknorman@verizon.net I inf6gbmf-cdm.org https://bmf-cdm.org
FAX
E-mail
Web Site
Primarily Corona del Mar/Newport Beach, other Orange County cities, and greater Southern California
Geographical Area Served
Have you received a City of Newport Beach Cultural Arts Grant before? YES, If so, when? 2022-23
Year organization was founded _1980_Number of paid staff 1 part time # of active volunteers 20
Total amount requested: (from request line of project budget) $ 6,500
Estimated number of people in Newport Beach that the proposed project(s) will serve: 600
CULTURAL ARTS GRANT APPLICATION
1. Briefly describe below your organization's purpose, mission, and goals.
The mission of the Baroque Music Festival, Corona del Mar (BMF; the Festival), is to present, for
everyone in the community, quality professional Baroque music concerts at affordable prices in intimate
local venues, with educational aspects. The BMF has held concerts in June for nearly 45 years, with
performances at Sherman Gardens and in acoustically appropriate local churches. In 2023 the Festival
saw its second -highest ticket sales in the organization's history, following its reopening post -pandemic in
June 2022.
Our goal in 2024 is to build on this successful audience renewal last year with expanded outreach and
encouragement to new and returning audiences. 2024 is the Festival's 44th season. The tradition
established by Burton Karson over four decades ago —and carried on by the Festival's second artistic
director, Elizabeth Blumenstock, since 2011—will continue to sustain and develop community
connections through Baroque music. This year's Festival of five concerts, June 16-23, focuses primarily
on English Baroque music and that of Italian and other European composers who made London their
home in that era. The main concert for this application is the Finale, featuring the Festival Orchestra and
Chorus, directed by Elizabeth Blumenstock. Three internationally renowned vocal soloists (based outside
Southern California, across the country), a Nashville -based Baroque trumpet soloist, and an LA -based
tenor soloist join them in secular choral odes by Handel and Purcell. We will promote Students Go for
Baroque! Rush Tickets for $10 (for many years priced at $5, now below the going rate) to local students
for all Festival concerts, with general admission ticket prices averaging $50 each.
2. Identify and describe why there is a need in the Newport Beach Community for your proposed
project/program. Include a quantitative description of the need and on what you based your findings
(i.e., "Based on a study done by the PTA, there are one hundred children in the 4th-6th grades at
Newport Elementary who have had no training with musical instruments.") Describe how you have
determined that your organization is the best organization for the proposed project/program.
The BMF is the only professional classical music presenter headquartered in Newport Beach/Corona del
Mar, and we strive to sustain and build upon our excellent track record of serving the local community.
Dedicated to performances in Corona del Mar and Newport Beach, the Baroque Music Festival takes
seriously the responsibility to provide concerts that are artistically outstanding, and accessible to a local
audience. This responsibility includes consideration of physical access, geographics, enrichment,
education, and cost. Survey forms are given to all concert attendees, requesting feedback and opinions. At
the 2023 Festival, the 68 responses received were overwhelmingly supportive, with nearly 35% of
responses from newcomers, a slight increase from 2022. The BMF's annual season is a consistently
popular event, often resulting in sold -out concerts. In 2023, both midweek evening chamber concerts at
Sherman Gardens sold out ahead of concert day. Our audiences are mainly residents from the immediate
Newport Beach area and nearby communities. Total ticket sales in 2023 were 22% higher than in 2022
overall, with 33.5% of attendees experiencing a Festival event for the first time, compared to 25% in that
category in 2022. This ongoing contingent of first timers underscores the importance of our outreach
efforts each season to potential new attendees, as even long-time Newport Beach residents continue to
discover the Festival. Sustaining and developing our marketing and outreach activity, including widening
access to a regular Fall Preview event for the first time in October 2023, holding it in the community
room at the Newport Beach Civic Center, plus hosting the Festival's pre -concert brass quintet in the
Sculpture Garden. Plans for a new Spring 2024 mixer event will continue this focus of encouraging
complete newcomers to try out the Festival, as well as supporting recent and long-time patrons to return.
2
3. Describe the specific project/program that will be funded by a cultural grant. Include how the proposed
project/program will be implemented and outline a schedule or project timeline, with planned dates and
locations. Identify individuals and groups involved, particularly artists and performers, and describe their
roles and responsibilities. Describe the background and qualifications of your organization and key
personnel to be involved in the program. Remember: The City funds only projects and programs- not
operating expenses. These projects and programs must promote community involvement and awareness
of the arts in Newport Beach.
Is this a new YES or existing _project/program?
Blumenstock has centered the Finale of the 44th season — overall entitled "All the Pleasures!" —
around secular odes by George Frideric Handel (1685-1759) and Henry Purcell (1659-1695). Vocal
soloists join the Festival Orchestra and a small chorus, led by Blumenstock from the violin. Three soloists
make their Festival debuts: the Australian -American NYC -based soprano Nola Richardson, praised for
her "astonishing balance and accuracy" (Washington Post); a countertenor to be announced; and "golden -
toned baritone" (New York Times) Jesse Blumberg, based equally in New York and Toronto. An LA -
based tenor and four additional local singers join the three main soloists to form a two -to -a -part chorus
between solo arias. In addition, Baroque trumpet soloist Kathryn Adduci will fly in from Nashville, TN,
to play for Handel's Ode For the Birthday of Queen Anne, in the famous opening aria "Eternal Source
of Light Divine" for duetting countertenor and trumpet with string orchestra. The proposed NBAC grant
will bring the three main vocal soloists and trumpet soloist from across the country to Newport Beach
and, in addition, support fees for the five local singers. Funds will also subsidize reduced -cost student
tickets priced at $10, increased from their $5 rate of many years, instead of general admission at $45-$55,
for all Festival concerts. This year, student rush tickets will again be available to family members of
NMUSD students as well as the students they are accompanying, as adopted in 2023. Grant monies will
help fund invitations for middle school, high school, and college students from Newport Beach and
nearby to attend the Finale dress rehearsal on June 22 plus the opening concert dress rehearsal on June 15,
They will witness the final rehearsal process seated up close to the musicians; read Elizabeth
Blumenstock's entertaining, educational, and contextual program notes ahead of the concert; meet with
the musicians to ask questions; and be able to explore the harpsichord, chamber organ and
other instruments before experiencing the formal performance the next day. For context, the complete
2024 Festival schedule includes June 16 London Fog, Italian Sunshine (concertos and symphonies) at St.
Mark Presbyterian Church, Newport Beach (Festival Orchestra led by Blumenstock in works by Corelli,
Avison-Scarlatti, Boyce, Vivaldi, Handel and others); June 17 English Lute Songs Recital at St. Michael
& All Angels Church, Corona del Mar (Seattle -based soprano Danielle Reutter-Harrah and LA -based
lutenist Stephen Stubbs); June 19 Nightingales in the Gardens at Sherman Library & Gardens (music for
three violins, from Italy, England etc.); June 21 Galante in the Gardens also at Sherman Gardens (late
Baroque chamber music, plus a Bach toccata); and June 23 at St. Mark Presbyterian, Finale: Handel and
Purcell Odes comprising Purcell's Welcome to All the Pleasures, Handel's Ode detailed above, Handel's
Concerto Grosso Op. 6, No. 11, Purcell theatre incidental music, and more.
4. Define or describe the segment of the population in Newport Beach that you intend to serve by your
project/program. Include such things as age, location, numbers served, etc.
The Festival increasingly attracts patrons of all ages. While attendees generally skew to local -area
residents in the 56-65+ age range, there is a healthy representation of other groups, including families and
local music students. Approximately 25% of our mailing list of now over 2,200 resides in the 92625 or
92657-92663 zip codes. These local supporters represented 27% of Festival attendees in 2023.
3
5. Complete the project budget form. Address only the budgetfor the specific project, not your annual
operating budget. For multi -project proposals, please duplicate and fill out a budget for each project.
Please annotate the budget at the bottom if there are details (such as a breakdown of personnel or a
marketing budget) critical to the proposal.
PROJECT BUDGET Funding from the Funding from
City of Newport Beach Other Sources
EXPENSES -Personnel
Artistic
6,500
68,025
Administrative
17,000
Technical Production
3,000
EXPENSES -Operating
Facility Expense/Space Rental
5,500
Marketing
35,000
Production/Exhibition
Expense
Touring/Presentation Expense
Educational Materials
7,000
Transportation
7,500
Equipment
1,700
Other (if greater than 10%,
annotate below)
GRAND TOTAL
151,225
6. Describe the expected quantifiable outcomes of your project/program and how you will evaluate the
results. Be veryspecific in addressing the ways that you will determine that your project/program met
the needs that you identified and accomplishes the goals you set out to achieve (i.e., you provide 50
hours of musical instruction and instruments to the 100 children at Newport Elementary school as
measured by music store rental receipts and logs of instructors.)
The Festival plans five concerts across June 16-23 at Sherman Library & Gardens and in local churches.
Before each concert, we will offer free outdoor brass quintet music to welcome ticket holders and enhance
the concert -going experience. In total, Festival musicians will perform over 10 hours of music. We will
verify this by auditing concert start and end times, factoring in intermissions. Over the eight days, the
Festival will employ more than 30 musicians, including historically informed early music vocalists,
specialist orchestral players, and other professionals. Payroll records will document musician employment
numbers. The program will consist of Baroque -era music chosen by Elizabeth Blumenstock (and, for June
17, by recitalists Danielle Reutter-Harrah and Stephen Stubbs.) A Cultural Arts Grant will significantly
aid the Finale and the rollout of 2024 Festival student opportunities. Ticket sales only covered 25% of
direct Festival costs again in 2023 due to substantially rising costs, especially in airfares, catering (for
patrons and musicians), and printing. Our objective is to provide the local community and people from the
surrounding area with a series of high -quality Baroque performances with an educational component. We
will strive to achieve an 85% or higher audience approval rating of satisfied or very satisfied. We will
assess audience approval ratings using survey forms which Festival leadership will ask the audience to
complete at each concert. In addition to evaluating audience satisfaction, the surveys help Festival
management determine ways to improve the audience experience for the following year.
4
7. Attachments Requested
Please do not send material in excess of what is requested: it will not be seen by the City Arts
Commission.
• A list of Board Members and their affiliations
• A recent list of individuals, corporations and foundations that provide organizational support- not
to exceed one page.
• If you are a 501(c) (3) organization attach a copy of your IRS determination letter (or your fiscal
agent's) indicating tax exempt status.
• One brochure and/or one press clipping. Do not send photos, videos, CDs, or any other
extraneous material. It will not be presented to the City Arts Commission.
8. Please complete this operating budget form for 2023 and 2024*. This is not the
project/program budget for which you are applying, but your overall organizational budget.
You may annotate at the bottom if there are details critical to the proposal.
OPERATING BUDGET
1 2022-2023 Budget 1 2023-2024 Budget
I. Income cash only)
Contributed
144,546*
120,000
Earned
69,531
74,000
Total Income
214,077
194,000
II. Expenses
Program
88,309
96,975
General and Administrative
26,072
29,000
Marketing and Development
61,457
65,900
Total Expenses
1 175,838
1 191,875
III. Operating Surplus/Deficit
38.239
2,125
(Income minus Expenses)
IV. Fund Balance at Beginning of
110,755
148,994
Year
V. Accumulated Surplus (Deficit)
148.1994
151,119
Add lines III and IV
VI. In -Kind Contributions (attach
schedule if greater than 10% of total
income)
*Includes CA State one-time Covid relief grants.
9. I verify that the information submitted in this application is true and correct to the best of my
knowledge.
Name Zen Edwards Title Executive Director
Signature
Date _January 11, 2024
k,