HomeMy WebLinkAboutC-8577-2 - Cultural Arts Grants - FY 18-19 - 2019 Seaon of Classical MusicGRANT AGREEMENT
BETWEEN THE CITY OF NEWPORT BEACH AND
BAROQUE MUSIC FESTIVAL, CORONA DEL MAR
This Grant Agreement ("Agreement") is entered into this 15th day of November,
2018 ("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 located at 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 its 2019 season of classical music
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 Dollars and
00/100 ($4,000.00) ("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 Dollars
and 00/100 ($4,000.00) 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):
® At the time of execution of this Agreement.
Baroque Music Festival, Corona del Mar Page 1
2. TERM
The term of this Agreement shall commence on the Effective Date and shall
continue in full force and effect until October 2, 2019, unless terminated earlier as
provided herein.
3. RESTRICTIONS ON USE OF 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.
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.
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
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
Baroque Music Festival, Corona del Mar Page 2
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
c. Any retained earnings or fund balance at the end of each fiscal year.
Baroque Music Festival, Corona del Mar Page 3
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 September 26, 2019, 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 -secular 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
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
Baroque Music Festival, Corona del Mar Page 4
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 Agreemeni
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
1000 Avocado Ave.
PO Box 1768
Newport Beach, CA 92658
9.3. All notices, demands, requests or approvals from City to Grantee shall be
addressed to Grantee at:
Attn: Patricia Bril
Baroque Music Festival, Corona del Mar
P.O. Box 838
Corona del Mar, CA 92625-0838
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
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.
Baroque Music Festival, Corona del Mar Page 5
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. Gran
with all statutes, ordinances, regulations a
including federal, state, county or municipal,
tee shall at its own cost and expense comply
nd requirements of all governmental entities,
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
this Agreement and all matters relating tc
Agreement shall be adjudicated in a court
Orange, State of California.
laws of the State of California shall govern
it and any action brought relating to this
of competent jurisdiction in the County of
Baroque Music Festival, Corona del Mar Page 6
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-.—
CITY
ate:
By: Lt�_
W -Aaron C. Harp AW ►►'�•��
City Attorney
ATTEST:
Date: 1, �
By: f�m &- ( , / W -
Leilani I. Brown
City Clerk
Attachment: Exhibit A: Grant Proposal
CITY OF NEWPORT BEACH,
A California municipal corporation
Date:
By:
AyyManager Leung
C
GRANTEE: BAROQUE MUSIC
FESTIVAL, CORONA DEL MAR, a
California n7/1
profit:corporation
Date: f
By
Ay
Patricia Bril
Chief Executive Officer
Date:
By: Li
oa2��'i-%
Vina Spiehler
Secretary
[END OF SIGNATURES]
Baroque Music Festival, Corona del Mar Page 8
NEWPORT BEACH CITY ARTS COMMISSION
2018.19 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
B2E29ue Music Festival Corona del Mar 95-3785942
Legal Name (if different) Federal Tax ID No.
PO Box 838
Mailing Address :.
Corona del Mar CA 92625-0838
City Zip
Patriciaril- President/ i R. 812iebler, NpgretaU.714:5
36 64 / 949442- 574
Contact Name Telephone
o e bmf -c or www r
FAX e-mail web Site
PAmarily Corona del Mar and kLenWrt Beach. also oder Q=ge Comty cities-.
Geographical Area Served
Have you received a City of Newport Beach Cultural Arts Grant before? yes If so, when? .2016-2017
Year organization was founded 1980 Number of paid staff _ 0 # of active volunteers 20
Total amount requested: (from request line of project budget) $ $6,509.00
Estimated number of people in Newport Beach that the proposed project(s) will serve: 500
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 is to present, for the local community,
quality Baroque music performances at affordable prices in an intimate environment.
The Baroque Music Festival (BMF) organization has presented a Festival in June every year since 1981,
with performances held at the Sherman Gardens as well as in churches or other local venues.
It is the goal of the BMF Board to continue the 38 -year tradition established by Burton Karson—
described above and continued by Elizabeth Blumenstock since 2011—to sustain and, whenever possible,
enhance the Festival each season. This year we will present a Festival entitled "J.S. Bach: The Master
and His Models," highlighted by one of Johann Sebastian Bach's most poignant vocal works, Magnifacat,
and several other musical masterpieces by this great composer. In addition, our programming will
explore influences on his work by his musical predecessors as well as the impact that Bach had on those
who followed him. Our June 2015 Bach -Fest was our most successful season to date, delighting
audiences and reviewers alike. In our second Bach -Fest, for 2019, we seek to repeat this success by
presenting an entirely new series of concerts and musical themes that further reveal the significance of
this extraordinary figure of the Baroque era.
2. Identify and describe why there is a need in the Newport Beach Community for your proposed
project/program. Include a quantitativedescription 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 -5th 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.
Our track record is excellent. and we wish to sustain and build upon it. As the only classical music
organization headquartered in Newport Beach and 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 as well as accessible --both geographically and financially—to our core local
audience. Every year, survey forms are given to all concert attendees, requesting feedback and opinions.
For the 2018 Festival, responses were overwhelmingly positive and supportive, recognizing specifically
the opportunity to experience the talent of nationally -renowned performers and the appeal of
Baroque musical performances in intimate as well as acoustically appropriate local venues.
Our Festival is consistently a popular seasonal event, often resulting in sold -out concerts. Our audiences
are comprised primarily of residents from the immediate Newport Beach area and nearby local
communities. In the 2018 Festival, four out of five concerts reached near capacity. Total attendance
(approx. 950) was similar to last year, including 30% experiencing an event for the first time. This
substantial contingent of "first -timers" emphasizes the importance of our outreach efforts each season to
potential new attendees, as even long-time Newport Beach residents continue to discover the Festival.
Our normal ticket prices are comparable to those of other Baroque music organizations in California.
However, to address affordability for music students we have offered a subsidized program, from 2015
through 2018, called Students Go For Baroque! This program is currently underwritten by a Board
member to offer discounted ($5) tickets to students at high-school, college, and university levels. We
plan to continue to support this program in 2019, through underwriting or grants.
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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 Cityfunds 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 X or existing __ project/program?
Our 2019 season will be a Bach -Fest, focused primarily on the music of J.S. Bach. The Festival will open
on Sunday June 23, 2019, with `Back to Bach Concertos," a program featuring Bach's Double Violin
Concerto in D -Minor, Jean-Marie Leelair's Violin Concerto in A -Major, the Bach Orchestral Suite No. 2
in B -Minor featuring the distinctive wooden Baroque flute, and Bach's popular Brandenburg Concerto
No. 5, marking the work's 30011 anniversary.
The Monday evening concert on June 24, 2019, at St. Michael and All Angels Episcopal Church will be a
solo guitar recital, entitled "Glories of the Baroque Guitar." The program will include works originally
arranged by Bach for lute, together with Latin American pieces—written during the same period—that
will give us a glimpse of a future Festival theme centered on Spanish/Mexican Baroque music.
Wednesday's performance in Sherman Gardens on June 26, 2019, directly explores the theme of "The
Master and His Models" by including the composers who influenced Bach: Dieterich Buxtehude (1637-
1707), Nicolaus Bruhns (1665-1697) and Heinrich Schiltz (1585-1672). Featured performers will be Kyle
Stegall, tenor; Stephen Hammer, oboe; Elizabeth Blumenstock and Jolianne von Einem, violins; Rob
Diggins, viola; Tanya Tomkins, violoncello; and Ian Pritchard, harpsichord and organ.
Friday's program, June 28, 2019, in Sherman Gardens, "Father, Son and Godfather," will showcase
Festival favorite musicians on flute, oboe, violin, cello, and harpsichord in a program of chamber works,
quintets, quartets, trios and solos, by J.S. Bach (father), Carl Philipp Emanuel Bach (son), Georg
PhilippTelemann, (godfather), Johann Friedrich Fasch, and Johan Gottlieb Janitsch.
The Finale Sunday program June 30, 2019, at St. Mark Presbyterian Church will feature the beloved
Magnificat, J.S. Bach's musical setting of Luke 1:46-55 in Latin, revealing Mary's words when she meets
her cousin Elizabeth, who is also pregnant. Bach's score for the Magnicat requires two sopranos, an
alto, tenor and bass as well as trumpets and tympani, in addition to a full string orchestra. The program
will also include Bach's Orchestral Suite No.3 in D -Major and two Bach motets. The NBAC grant will
be used to bring nationally -recognized soloists to Newport Beach for the performance of the
Magniffcat. These funds will also be directed toward subsidization of the reduced cost ($5, instead
of $40) of student tickets for this concert.
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 appeals to all who love classical music. While audience members skew to the 55-65+ age -
range, there is also a healthy. representation of other groups, including those who are parishioners of
churches where our performances are held as well as local students of music. Nearly 30% of our mailing
list of 1,800 -plus households (based on past attendance and donations) reside in the 92625, 92657, 92658,
92659, 92660, 92661, 92662 and 92663 zip codes. Likewise, approximately 30% of ticket -purchasers at
our 2018 Festival were, residents within these zip code areas.
-4-
5. Complete the project budget form. Address only the budget for 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.
Administrative
469,275,
7,500
Technical Production
2,500
EXPENSES -Operating
stili E /S ce Rental
5,500
Marketin
28,10.0_
Production/Exhibition
0
Expense_
ourin /Presentation_E ense
- -
-0 -
ducationa , Materials
-
5,500 `
Tr ortation
5;850
E ui ment
$ 3,200
Other (if greater than 100/0,
9,300
nnotate below
..GRAND TOTAL
$ 61500: $136,775
6. Describe the expected quantifiable outcomes of your project/program and how you will evaluate the
results. Be yeryspecific 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.)
We will provide five professional -quality concerts from June 23 through dune 30, 2019, with two at the
Sherman Library and Gardens, two at St. Mark Presbyterian Church and one at St. Michael and All,
Angels Episcopal Church, each of approximately two hours in duration: The concerts will feature
Baroque -era music selected by Artistic Director Elizabeth Blumenstock and performed by period music
specialists, orchestra, and vocalists. Each performance will be preceded- by free outdoor brass quintet
music to welcome audience members, and all concerts will be followed with a reception to allow
attendees to discuss the performance and meet the musicians.
Our objective of meeting the goal of presenting high-quality performances will be aided significantly by a
grant from the Newport Beach City Arts Commission. The results of our annual audience survey and
attendance statistics will allow us to evaluate our success in accomplishing our goal. We are aiming to
meet or exceed our best -ever audience numbers from 2015, by presenting a brand-new Bach -themed
Festival in 2019.
-5-
7. Attachments Requested
Please do not send material in excess of what is reanes{ed; it will not be seen by -the 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(e) (3) organization attach a copy -of your IRS determination letter (or your fiscal
agent's) indicating tax ex, rmpt 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 Arts Commission.
$. Please complete this operating budget form for 2017/18 and 2618A9'. This isnot the projeet/prog'ram
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
{ 2017/1 R Rudvet (actual) 2011 /19 Rudvet (nediected)
1. Income cash
(9,296)
Contributed 73,840
1124,190
7%000
Earned 50,350.
Total income
54,800
133,800
Ii. Ex uses
(9,296)
$ 9,475)
Program
84,828'
90,125
General and Administrative
12,478
19,050
M2r14e1in and Develo ment
36,1$0
36,118
Total Upenses ,
133,486 jS
143,275
III. Operating Surplus/Deficit
Income minus E enses
(9,296)
$ 9,475)
IV. Fund Balance at
54,889
45,593
Seginn n of Veer
V. Accumulated Surplus
'451503
36,118
(Deficit)
Ad lines III and IV
VI. In -Kind Contributions (attach
schedule if greater than 10% of
total. income
9. I verify. that the information submitted in this application is true and. correct to the best of my
knowledge.
Name Patricia L. Bril Title: PresidetiL j3W Board of Directgrs
Signature �--/ Date-'ZIZ
_61
Baroque Music Festival, Corona del Mar
Board of Directors
2018
Patricia Bril, President
Librarian Emerita, California State University, Fullerton—retired
Steven Dember, Treasurer
Senior Member, Technical Staff, The Boeing Company—retired
Dr. Vina Spiehler, Secretary
Forensic Toxicologist, Spiehler & Associates
Dorothy Boesch, RN
Head Nurse, Long Beach Community Hospital—retired
Virginia Cassara
Realtor, Coldwell Banker
Judith Chodil
Professor Emerita, School of Nursing, California State University, Dominguez Hills ---
retired
Katie Friedel
Investment Courier, Diversified Securities --retired
Philip Friedel
Aerospace Engineering Manager, Honeywell International, Inc. --retired
Doreen Hamburger
Educational Psychologist, Los Alamitos Unified School District --retired
Carol Moss Kirkwood
County Librarian, Los Angeles County—retired
Dr. Terri Munroe
Liberal Arts faculty member, Concordia University, Irvine
Dr. Susan L. Powers
Physician—retired
Ralph E. Smith, Jr.
Agricultural business owner
Trisha Smith
Agricultural business owner
Foundiltion.Grants— 2018
The Colbum Foundation $7500
The Ann & Gordon Getty Foundation $5000
Business ConWbutions -- 2018
Boeing Employee/Retiree Matching $1800
Merrill Lynch $ 525
Adwrti:rs -- 2018
OC Philharmonic Society $695
Regents Point $795
Merrill Lynch $475
(remainder of ad purchases (21) were $275 or less)
Malor Individuill Contrib*to 2Q18
$10,000 or more: Patricia BM, Dr. Vina R Spiehler
$3,000 to $4,999 Terry & Jane Hipolito, Steven & Cynthia Dember
$1,000 to $2,999 Eleven donors in this category
Up to $999 Forty-two donors in this category
CA IRS
C' Dupkirhucat of (he Tivauluy
1 RS Tutornal Revoruc Service
In reply refer to: 4077550277
06DEN UT 84201-0029 Feb. 02, 2016 LTR 4168C 0
95-3785942 000000 00
00026832
BODCt TE
007340
BAROQUE MUSIC FESTIVAL CORONA DEL
MAR
°/, BURTON KARSON
P'0 BOX 838
CORONA DL MAR CA 92625-0838
Employer ID Number: 95-3785942
Form 990 required: Yes
Dear Taxpayer:
This is in response to your request dated Jan. 11, 2016, regarding
your tax-exempt status.
We issued you a determination letter in December 1982, recognizing
you as tax-exempt under Internal Revenue Code (IRC) Section 501(c)
E3).
Our records also indicate you're not a private foundation as defined
under IRC Section 509(a) because you're described in IR.0 Section
509(a)(2).
Donors can deduct contributions they make to you as provided in TRC
Section 170. You're also qualified to receive tax deductible bequests,
legacies, devises, transfers, or gifts under IRC Sections 2055, 2106,
and 2522.
In the heading of this letter, we indicated whether you must file an
annual information return. If a return is required, you must file Form
990, 990 -EZ, 990-N, or 990 -PF by the 15th day of the fifth month after
the end of your annual accounting period. IRC Section 6033(d) provides
that; if you don't file a required annual information return or notice
for three consecutive years, your exempt status will be automatically
revoked on the filing..due date of the third_required return or notice.
For tax forms, instructions, and publications, visit www.irs.gov or
call 1 -800 -TAX -FORM (1-800-829-3676).
If you have questions, call 1-877-829-550D between 8 a.m. and 5 p.m.,
local time, Monday through Friday (Alaska and Hawaii follow Pacific
Time).
BAROQUE MUSIC FESTIVAL CORONA DEL
MAR
Y BURTON KARSON
PO BOX 838
CORONA DL MAR CA 92625-0838
40775150277
Feb. 02, 2016- LTR 4168C 0
95-3785942 000000 00
00026833
Sincerely yours,
Jeffrey I. Cooper
Director, EO Rulings & Agreement
F
newportbeachindy.com
ARTSCAPE
Baroque Music Festival
Returns to CdM June 17-24
Elizabeth Blumenstock
BY NB INDY STAFF
The 38th Baroque,'viusic Festival held
June 17-2=4 in Corona del Mar is taking
a French twist this year thanks to music
by French Baroque composers Tele -
mann, Bach, Handel and others.
Across five individual concerts within
an 8-dav period, audiences will hear an
extraordinary mix of Baroque musi-
cians perform at three select venues in
Corona del Mar and Newport Beach.
In her eighth year as the Festival's
artistic director, Elizabeth Blumenstock
has created yet another inspired pro-
gram. Ari internationally renowned Ba-
roque violinist, Blumenstock is widely
admired as a performer of expressive
eloquence. Ms Blumenstock plays a
violin built by Andrea Guarneri in 1660.
In addition lo her musical leadership -of
the Baroque N'lusic Festival, she serves
as concertmaster of both Philharmonia
Baroque and the American Bach Solo-
ists, and teaches at the San Francisco
Conservatory of Music and the Juilliard
School of Music.
The program for the 38th annual
Baroque Music Festival includes Sundae
performances that feature the Festival
Orchestra under Ms Blumenstock's
direction. The three mid -week concerts
showcase the more intimate side of
Baroque music in solo recitals and small
chamber ensembles.
The Festival Finale this year is
Ilandel's opera Orlando sung in Italian
by a stellar cast, interspersed with an
entertaining English narration.
MAY 25, 2018 17
In addition, audiences are invited
to enjoy Baroque music performed al
i fresco by South Coast Brass beginning
45 minutes before each concert. Follow-
ing all performances, audience mem-
bers and musicians enjoy mingling for
conversation and refreshment at a wine
mid waters reception.
The Baroque Music Festival offers a
subscription for all five concerts at $280
that includes priority seating at each
event and a private post concert dinner,
this year hosted at The Farmhouse at
Roger's Gardens following the Festival
Finale on Sunday,- June 24.
Additional information about the
X018 Baroque Music Festival, as well as
ticket
sales for this year's series or single
concerts (ranging from $30 to $50), may
be found at the Festival website at bmf
cdm.org or by calling (949) 760 7887.
Since 1981, the Baroque Music
Festival, Corona del Mar, has evolved as
both an esteemed and popular cultural
institution. Acclaimed instrumentalists
and vocal
soloists from across the country as-
semble for the annual Festival, perform-
ing
primarily on period instruments, in
intimate settings. Concert goers have
described the performances as "raptur-
ous" and "riveting."
Concert venues this year include
St. Mark Presbyterian Church, Saint
Michael & All Angels Episcopal Church,
and Sherman Library and Gardens.
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