HomeMy WebLinkAbout2015-647-E Arts - NC Symphony Society, Inc. Arts Grant DocuSign Envelope ID:814353F7-1D2B-4D00-9475-67DB9D489761 s r
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ORANGE COUNTY ARTS COMMISSION ' i
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FALL,2015 GRANT AGREEMENT
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THIS AGREEMENT, entered into this 21st day of December, 2015, by and between Orange
County ("County"), by and through the Orange County Arts Commission ("Arts Commission")
and North Carolina Symphony Society, Inc. ("Grant Recipient").
WHEREAS, the Arts Commission is a countywide arts agency that ensures the growth of
local arts experiences by providing funding and support for diverse high quality programs and
projects.
WHEREAS, the Arts Commission administers the Spring and Fall Arts Grants Program
to provide economic opportunities to Orange County artists and non-profit organizations
coordinating arts projects benefiting the citizens of Orange County.
WHEREAS, the Spring Arts Grants Program is supported by Arts Commission with
funds from the Grassroots Program of the North Carolina Arts Council, an agency of the
Department of Cultural Resources and the National Endowment for the Arts.
WHEREAS, the Grant Recipient was selected by the Arts Commission to receive the
Spring Arts Grant through the procedures duly adopted by the Arts Commission; and
WHEREAS, both parties wish to promote and maintain the integrity and clarity of the
Grant Recipient's ideas and statements and delineate the Grant Recipient's obligations to the
County;
NOW, THEREFORE, the County and the Grant Recipient, for the consideration and
under the conditions hereinafter set forth,agree as follows:
1. Approved Grant Project. Grant funds arc provided under this Agreement for the project
("Project") described in the Grant Recipient's Grant Application, attached hereto and
incorporated herein as Exhibit A.
2. Grant Award. Grant funds in an amount not to exceed one thousand five hundred dollars
($1,500) have been awarded by the Arts Commission to the Grant Recipient for the
approved Project. These funds must be matched at least dollar-for-dollar with cash from
the Grant Recipient's funds not derived from either Orange County appropriations or the
North Carolina Arts Council.
3. Contingency. This grant is contingent on North Carolina Arts Council Grassroots
Program funding to the Arts Commission. Final decisions on Grassroots Program funds
to the North Carolina Arts Council are subject to approval by the North Carolina General
Assembly.
4. Responsibilities of the Grant Recipient
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DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
A. Implementation. The Project implementation shall take place between January 1,
2016 and December 31, 2016. The Project shall be implemented in the manner
described in Exhibit A. Time is of the essence in the implementation of the
Project.
B. Modifications to project. Grant Recipient shall present major changes to the
original proposal, including but not limited to changes in design, implementation
schedule and increase in Project budget by more than 10%, in writing to the Arts
Commission for approval. Arts Commission shall approve or disapprove Grant
Recipient's request for modifications within seven (7) days of receipt thereof.
Consent to project modifications shall not be unreasonably withheld. Arts
Commission's decisions shall be in writing. In the event the Arts Commission
fails to approve or disapprove the requested modifications within the time stated
herein,the modifications shall be deemed approved.
C. Non—assignment. The grant cannot be assigned or transferred to a different project
or artist without prior written approval of the Arts Commission.
D. Records. Grant Recipient must maintain records and other evidence pertaining
to costs incurred and revenues acquired during the Project implementation. Grant
Recipient shall maintain financial records pertaining to the Project for three (3)
years from the date of this Agreement, in case of audit.
E. Use of Funds. Grant Recipient shall not use the grant funds to repay outstanding
taxes or other debts of any nature. The grants shall be utilized solely for the
purpose of implementing the Project and Project related expenses.
F. Final Report, Grant Recipient shall submit to the Arts Commission a Final Report
on January 13, 2017 . The Final Report shall be in the format required by
the North Carolina Ails Council, Failure to submit the Final Report or late
submission of the Final Report, for any reason, shall be grounds for denial and/or
cancellation of grant funds for the Project and future grant proposals.
5. Responsibilities of the Arts Commission
A. Payment. The Arts Commission shall release the grant funds in the amount of
$1,500 to the Grant Recipient.
6. Publicity
A. Acknowledgement. Credit must be given to the Orange County Arts
Commission using the Arts Commission logo and if State funds are received
to the North Carolina Grassroots Program in brochures, news releases,
programs, and all other printed and online publications. Copies of such printed
materials must accompany the evaluation report. When no printed information is
used, verbal credit shall be given. In addition, all print and promotional material
must include the following credit line(check all that apply):
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DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
i. x County Funds Only. "This program is supported by the Orange County
Arts Commission."
ii. North Carolina Arts Council Funding. "This program is supported by
the Orange County Arts Commission with funds from the Grassroots Program
of the North Carolina Arts Council, a state agency. "
B. The Grant Recipient must enter all events, exhibits and performances open to the
public and related to this grant award on the ExploreChapelHillARTS.com
website and display ExploreChapelHillARTS.com publicity materials
(postcards, brochures, etc.) prominently and consistently at their venue or
performance space. In addition, the Grant Recipient must add a link to the
ExploreChapelHillARTS.com (ExploreChapelHillARTS.com logo preferred)
to their main webpage. The Grant Recipient shall contact the Orange County Arts
Commission for replacement ExploreChapelHillARTS.com publicity materials.
7. Indemnity. The Grant Recipient agrees to indemnify and hold harmless the County, the
Arts Commission and the North Carolina Arts Council and their officers and employees
from any and all claims or actual injury, damage or loss to a person, or real or personal
property that results from or is in any way connected to the use of the grant funds.
8. Independent Contractor. The Grant Recipient is an independent contractor and not an
employee, agent or other representative of the County and/or the Arts Commission.
Nothing contained in this Agreement shall be construed to create the relationship of
principal and agent, or employer and employee, between Grant Recipient and Arts
Commission or Orange County Government. Grant Recipient understands and agrees
that he/she is not authorized to incur any expenses or any liability whatsoever on behalf
of the County or the Arts Commission and has no authority, expressed or implied, to
obligate or make representations on behalf of the County or the Arts Commission. In
addition, Grant Recipient agrees to maintain his or her own worker's compensation
insurance for himself/herself and his or her employees for the duration of the art work's
installation.
9. Termination
A. In the event of any of the circumstances set forth below(hereinafter referred to as
"default"),the Arts Commission may immediately terminate this Agreement:
(i) Any fraudulent representation in any verification required to obtain
payment under this Agreement or other dishonesty on a material matter
relating to the performance of services under this Agreement.
(ii) Nonperformance, incomplete service or performance, or failure to
satisfactorily perform any part of the Project or to comply with any
provision of this Agreement, as determined by the Arts Commission in its
sole discretion.
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DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
(iii) Failure to adhere to the terms of applicable county, state or federal laws,
regulations, or stated public policy.
B. In the event of default by the Grant Recipient, the Arts Commission has the
discretion to elect to terminate this Agreement, in whole or in part and/or require
the Grant Recipient to repay the grant funds within seven (7) from written notice
of default or allow the grant recipient the opportunity to cure the default. This
clause shall not be interpreted to limit the County's or the Arts Commission's
remedies in law or in equity.
10. Miscellaneous.
A. Entire Agreement. This Agreement and the attachments contain the final and
entire understanding of the parties with respect to the subject matter of this
Agreement. All modifications and amendments to this Agreement shall be in
writing. This Agreement shall be binding upon the parties, their heirs, successors
and assigns.
B. Governing Law. This Agreement shall be interpreted in accordance with the laws
of the State of North Carolina and the Orange County.
C. Entire Agreement and Signatures. The parties have read this Agreement and agree
to be bound by all of its terms, and further agree that it constitutes the complete
and exclusive statement of the Agreement between the parties unless and until
modified in writing and signed by the parties. This Agreement together with any
amendments or modifications may be executed electronically. All electronic
signatures affixed hereto evidence the intent of the Parties to comply with Article
11A and Article 40 of North Carolina General Statute Chapter 66.
IN WITNESS WHEREOF,the Orange County and the Grant Recipient have signed this Grant
Agreement, effective on the last date this Agreement is signed by both parties as indicated by the
dates set forth under signatures below.
For and on behalf of the Grant Recipient
Docu Signed by:
S1i II, _, . 1 12/21/2015
-3E8590A66E0748B._. [�.A.l, rolrna Symphony Society, Inc.
Date
For and on behalf of Orange County Government
,-Doc uSignedby:
bov., uitr tk #Y s 12/30/2n015
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•06 Date
inty Manager ate
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DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
I jI Arts Program Grant - Fa l l
10.1 ti -1f
2015-16 Application Form
ORANGE COUNTY ARTS Orange County Arts Commission
COMMISSION
Promoting the artistic and cultural development of Orange County, North Carolina
Evaluation Criteria
• Artistic merit of program.
• Populations served—impact for geographic &traditionally under-served populations.
• Feasibility of proposed activity&effectiveness in fulfilling applicant's mission.
• Cooperation between organizations and artists.
• Evidence of feasibility of program, community support, and responsiveness to community needs.
• Emerging organizations are encouraged to apply.
1 Applicant Information
Applicant Name _North Carolina Symphony Society, Inc.
Mailing Address 3700 Glenwood Avenue, Suite 130 Raleigh NC 27612
Daytime Phone (9119)733-2750 Fax Number (919)781-6066
Email Address mlove�a7ncsymphony.org Web Site www.ncsymphony,org
Project Director Sarah Gilpin Title Director of Education
DUNS Number /148190473
2 Project Director Information
Project Director Home Address 3700 Glenwood Avenue, Suite 130 Raleigh, NC 27612
Daytime Phone 919-789-5461 Evening Phone: N/A
Email Address: sgilpin @ncsymphony.org
3 Grant Request Summary
Arts Program Grant Request $1,500
Total Cash Match $22,709
Total Organizational Budget 2014-2015 $13,695,424, Past Year
2015-2016 $13,659,748 Current Year
2016-2017 $14,149,213 Projected for Next Year
Summary Statement for Proposed Uses of Arts Program Grant To support the performances of the
North Carolina Symphony's full-orchestra education concerts in Spring 2016 that will serve approximately
1300 students from Orange County Schools and Chapel Hill-Carrboro City Schools.
DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
Orange County Arts Commission
Arts Program Application Narrative--Fall 2015
North Carolina Symphony: Music Education
The North Carolina Symphony respectfully requests a $1,500 Arts Program grant from the Orange
County Arts Commission in support of the Symphony's music education program. This grant will support
the costs of presenting full-orchestra music education concerts for elementary students from the
Orange County Schools and Chapel Hill-Carrboro City Schools;the Symphony presents eight music
education concerts for students in these two school districts in Spring 2016.
1.Organizational Profile
Founded in 1932,the North Carolina Symphony is a full-time,66-member orchestra. Its mission as
North Carolina's state orchestra is to achieve the highest level of artistic quality and performance
standards while embracing its dual legacies of statewide service and music education.
Under the leadership of music director Grant Llewellyn the orchestra has continued to increase both its
artistic stature and service to the community.Traveling approximately 18,000 miles each season across
the state,the Symphony reaches 250,000 people per year from more than 30 counties, including over
60,000 school children.
The orchestra also has an extensive music education program which is integrated into the arts education
curriculum of the North Carolina public schools. The North Carolina Symphony allocates more of its
resources to statewide service and music education than any other American orchestra.
2.Current Programs and Services
Evening and Community Concerts--The Symphony's season is comprised of diverse series and
performances including its classical music series, pops series, pub series,a series of concerts designed
specifically for young people and families,and an outdoor summer concert series. In addition to
performing in Raleigh's Meymandi Concert Hall,the orchestra's home venue,the Symphony offers
subscription series in the following communities across the state: Chapel Hill, Fayetteville, New Bern,
Southern Pines,and Wilmington. In Chapel Hill the Symphony performs nine classical concerts annually
reaching an audience of over 10,000 patrons, plus a free annual outdoor summer concert in Southern
Village reaching over 2,500.
Education—Education concerts performed by the full-orchestra have been a central part of the North
Carolina Symphony's mission since the program began over 70 years ago.The concerts are designed to
introduce young people to orchestral music in a fun and engaging way and supplement the arts
education curriculum in the schools.
The Symphony presents numerous other educational opportunities, including professional development
workshops for teachers, a pre-concert lecture series(also presented before each classical concert in
Chapel Hill), master classes with guest artists,a youth concerto competition, and free private music
lessons for economically disadvantaged students.The North Carolina Symphony recognizes the
profound impact music has on people's lives and believes its education programs provide a critical
service to our community.
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DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
3. Proposed Use of Grant Funds
The North Carolina Symphony will perform hour-long education concerts for approximately 1,300
elementary students from Orange County Schools and Chapel Hill-Carrboro City Schools in Spring 2016.
To accommodate scheduling requirements of the local schools,students will attend one of eight
concerts with the full orchestra,all of which will take place in Meymandi Concert Hall in Raleigh.The
concert dates are February 3, 18 and 24; March 2, 11,and 15;and May 5 and 10,2016,
Sarah Gilpin,the North Carolina Symphony Director of Education, collaborates with local teachers and
school administrators around the state to develop the Symphony's music education curriculum. Based
on the question, "What makes music,MUSIC?,"the education concert leads students through the six
components of music: rhythm, dynamics, texture,tempo,form, and melody. Led by one of the
Symphony's engaging conductors,the concert is as entertaining as it is educational.Through interactive
lesson plans(included in the teacher's workbook), fun music games and puzzles,teachers prepare
students in advance of the concerts illustrating these components.Students also participate in a sing-
along with the orchestra.This year's sing-along piece is "America The Beautiful,"the patriotic standard,
arranged for voice and orchestra by North Carolina Symphony principal trombonist and composer Terry
Mizesko.
The Symphony's music education concerts are a significant contribution to the arts education curriculum
in our public schools. For a nominal fee,the Symphony provides teachers with detailed curriculum guides
that correspond with the NC Course of Study.Additionally, students receive handbooks that include
biographies of the featured composers, background on their compositions,and general information
about the orchestra (see enclosed student guide). The education curriculum provides students with
valuable tools such as counting and storytelling that enhance their learning in other core subjects,
including math and writing.
The demographics of the approximately 1300 elementary students to be served are:51%Caucasian,
25%African-American, 15% Hispanic,and 8%Asian;49%female and 51%male.An average of
approximately 36%of the students served are eligible for free or reduced lunch.
*Source: based on data from the NC Department of Education.
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DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
1 /,
ORANGE COUNTY ARTS 2015-16 Arts Program Application --- Page Three
COMMISSION
Financial Information
Please provide a projected budget for your proposed project utilizing the format below.
Project Expenses Cash = Grant Amount + Applicant
Expenses Requested Cash Match
A Personnel
Administrative staff
Artistic staff $24,209 $1,500 $22,709_
Technical/Production staff $2,538_ $2,538
B Outside Fees and Services
Artistic contracts
Other contracts: $550_ $550__
C Space Rental $2,318_ $2,318
D Travel
E Marketing
F Remaining Project Expenses $400_ $400_
G Total Cash Expenses $30,015_ = $1,500 + $28,515_
Project Income Cash Income
A Admissions $8,500
B Contracted Services Revenue
C Other Revenue(specify)
D Private Support
Corporate support
Foundation support $5,000_
Other private support $15,015_
E Government Support
Federal
State/regional(not including this request)
Local(not including this request)
F Applicant Cash
G Grant Amount Requested $1,500_
in this application
H Total Cash Income $30,015
(must equal Total Cash Expenses,
Item G above)
DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
II,
Nor
2015-16 Arts Program Application — Page Four
ORANGE COUNTY ARTS
COMMISSION
Signatures
Signature of Project Director Date
j a lic k eri T GCtaccA�
Typed or Printed Name – Project Director
6.k.JH h•
Signature of Aut orizing Official Date
c1l A•A (1 t cL C € E0
Typed or Printed Name–Authorizing Official
INCOMPLETE APPLICATIONS WILL NOT BE FUNDED
DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
Grant Llewellyn,Music Director
The Maxine and Benjamin Swalin Chair
Grant Llewellyn is renowned for his exceptional charisma,energy and easy authority in music of all styles and
periods. Born in Tenby, South Wales, Llewellyn won a Conducting Fellowship to the Tanglewood Music
Center in Massachusetts in 1985 where he worked with Leonard Bernstein, Seiji Ozawa, Kurt Masur and Andre
Previn. As Assistant Conductor of the Boston Symphony Orchestra in the early 1990s, he conducted concerts at
the Tanglewood Festival, the Boston Subscription Series and in the"Boston Pops."Llewellyn began his tenure
as North Carolina Symphony Music Director in 2004.
To date, he has held positions with three European orchestras: principal conductor of the Royal Flanders
Philharmonic, principal guest conductor of the Stavanger Symphony Orchestra and associate guest conductor
with the BBC National Orchestra of Wales. In September 2015, in addition to his ongoing work with the North
Carolina Symphony, he will assume the role of music director of the Orchestre Symphonique de Bretagne,
headquartered in Brittany, France. Recent guest engagements include the BBC Symphony Orchestra, Helsinki
Philharmonic,Royal Philharmonic Orchestra and the Royal Scottish National Orchestra.
Llewellyn has conducted many orchestras in North America, most notably the symphonies of Atlanta, Boston,
Houston,Montreal,Milwaukee,Philadelphia, St. Louis and Toronto. As Music Director of the Handel and
Haydn Society, America's leading period orchestra, Llewellyn gained a reputation as a formidable interpreter of
music of the Baroque and classical periods.
An accomplished opera conductor, Llewellyn has appeared at the opera companies of English National Opera
(The Magic Flute) and the Opera Theatre of Saint Louis,where his repertoire has ranged from Handel's
Radamisto to Alexander Goehr's Arianna. In 2001,he embarked on collaboration with acclaimed Chinese
director Chen Shi-Zheng in a production of Purcell's Dido and Aeneas at Spoleto Festival,USA. In June 2005,
he conducted the final of the BBC Cardiff Singer of the World, one of the world's most prestigious singing
competitions. His most recent opera project was a semi-staged production of Mozart's Marriage of Figaro with
the North Carolina Symphony.
Llewellyn has led the North Carolina Symphony in innovative performances that include the Blue Skies
concerts; two programs that showcased North Carolina traditional music; a staging of the play Amadeus with
the PlayMakers Repertory Company; and the affecting memorial concert North Carolina Remembers 9111, in
collaboration with WRAL-TV and UNC-TV.
Maestro Llewellyn has conducted the North Carolina Symphony in two critically acclaimed recordings for the
Swedish label BIS:American Spectrum with Branford Marsalis and a 2010 release with pianist Yevgeny
Sudbin. His latest recording with the North Carolina Symphony is Britten's Cello Symphony&Sonata with
cellist Zuill Bailey on the Telarc label, described by CD Hotlist as "recommended to all classical collections."
DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
William Henry Curry, Resident Conductor and Summerfest Artistic Director
The Governor and Mrs. .1 Melville Broughton Chair
William Henry Curry enters his 19th season with the North Carolina Symphony in 2014/15. He serves as the artistic
director for the Rex Healthcare Summerfest Series and has also served as music director of the Durham Symphony
Orchestra since 2009.
A native of Pittsburgh, Curry started conducting and composing music at age 14. His first major appointment was at
age 21,when he was named assistant conductor of the Richmond Chamber Orchestra. He also served as resident
conductor with the Baltimore Symphony and Saint Paul Chamber Orchestra. He was appointed associate conductor
of the Indianapolis Symphony in 1983,a post he held until 1988,the same year he was named winner of the Leopold
Stokowski Conducting Competition and performed in Carnegie Hall.
Maestro Curry has conducted over forty orchestras, including appearances with the Chicago,Cleveland, Houston,
National, Detroit,Denver,American,Atlanta,and San Diego Symphonies, Los Angeles Philharmonic, Israel
Camerata Jerusalem Orchestra,as well as the orchestras of Indianapolis, Bangkok and Taiwan and with the New
York City Ballet in their famed Balanchine production of The Nutcracker.
Opera engagements include the Houston Grand Opera,Chicago Opera Theater and New York City Opera. In
2009/10,at the invitation of the U.S, Department of State, he spent two weeks in Taiwan presenting master classes in
conducting and leading concerts of American music. His final performance was filmed and shown throughout the
country on Taiwan's Public Television Service.
Curry is also a composer,and his works have been played by many of America's finest orchestras.The Indianapolis
Symphony premiered his work Eulogy for a Dream.The late William Warfield of Porgy and Bess fame narrated the
North Carolina premiere to an enthusiastic audience and critical acclaim in January 2002, His World Premiere
Orchestration of Tchaikovsky's Military March takes place in the 2014-15 season.
DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
David Glover,Associate Conductor
The Lucy Moore Ruffin Chair
David Glover joins the North Carolina Symphony as Associate Conductor in the 2014/15 season.
Prior to his position with the North Carolina Symphony,he served as the Assistant Conductor of
the Indianapolis Symphony Orchestra(ISO), and in that role, assisted and covered all classical
subscription concerts as well as conducted Discovery,Family, Side-by-Side and Symphony on
the Prairie performances. During his time at the ISO,he collaborated with many guest artists
including Time for Three, Stefan Jackiw, Conrad Tao and the band"Chicago." He was also one
of the hosts of"Words on Music,"the ISO's pre-concert lecture series. He additionally served as
the Artistic Director of the Wabash Valley Youth Symphony for the past four seasons.
Mr. Glover has led numerous other orchestras including the Ensemble Orchestral de Paris, South
Bend Symphony, Muncie (IN) Symphony and the North Czech Philharmonic. As a participant in
numerous competitions,he placed in the semi-finals of the Bartok Opera Competition and was
the youngest person to pass the preliminary round of the Cadeques Competition in 2008. In
addition,Mr. Glover has held positions as the Ansbacher Fellow to the Salzburg Festival and
conductor of the Indiana University All-Campus Orchestra.
He holds degrees from the University of Georgia and Boston University in violin performance,
as well as a master's degree in instrumental conducting from Indiana University,where he was
named an Adjunct Lecturer in 2007. Mr. Glover founded and served as Artistic Director of
L'Orchestra da Camera, Boston, which he led for its first two seasons.
DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
Sarah Gilpin is Director of Education for the North Carolina Symphony, which conducts one of
the most extensive education programs of any U.S. orchestra. Her duties include planning and
administering 40 plus education concerts around the state each year and working with North
Carolina music educators to provide orchestral experiences for students from pre-school through
high school.
She began studying clarinet in her hometown of Pella,Iowa, at age of 10 and pursued degrees in
music education and clarinet performance at the University of Northern Iowa. While at the
University, she won the Myron and Ruth Russell Award and People's Choice Award at the 2007
Presser Foundation Performance Competition and had the unique experience of student teaching
at Millais School in England and the American School of The Hague in The Netherlands.
Ms. Gilpin's interest in arts management was sparked after working at the Interlochen Arts
Camp and the Bowdoin International Music Festival. After graduation, she began with Orchestra
Iowa in Cedar Rapids. In her five years with that orchestra, she played a key role in the
expansion of the Music in the Schools chamber music program to the Iowa City Community
School District. She enhanced youth concerts with multi-media visual presentations and pre-
concert trivia to engage students on a deeper level. In her free time, Ms. Gilpin is involved with
local young professionals' groups and serves as an English tutor,
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STANDARD ORGANIZATIONAL BUDGET TEMPLATE m
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For your current fiscal year,please list projected income and budgeted expenses for your overall -0 5
organization.Feel free to add any explanatory notes in the column provided. m
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Provide your current fiscal year end date here: [June 30, 12014 I co
Enter your organization's name here: North Carolina Symphony Society,Inc. co
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CaRGAI•117.11T1ON1#1..INCOME: ;'!? :,. .1::;;!i'!.:1...: ,•r. _....._._....... , ......... ,. .,._.. .. �,s•�:.:::::...... .... ..,
Source Amount Explanatory Notes Please indicate whether items ore pending,committed and/or restricted. W
Government grants $ 4,207,875 State support,local county and towns support a
Foundations 391,302 0
Corporations 1,015,350
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Individual donors i 3,008,200 Annual fund and major gifts
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Membership income 6)
Investment income 355,327 Allocation from Ncs Endowment(based on spending policy) W
Earned income 4,455,070 Ticket sales o
Other(specify) 262,300 Special events co
Total Income $ 13,695,424 a)
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ORGAN 17i4TIaNAC EXPENSES:" ....;•'iro�,.�'s'...._.... .. . .., . . ,'�ili;iil: . .
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Item Amount Explanatory Notes(Optional)
Salaries and wages I $ 8,924,547 Musician,stage,administrative staff and associated expenses
Number of paid staff(full-time) 1
Number of paid staff(part-time)
Insurance,benefits,and payroll taxes
Fees for services(non-employees) 2,537,353 Guest artists and associated expenses
Advertising and promotion i 2,149,524 Philanthropy and marketing expense budgets
Office expenses
Information technology
Occupancy,including rent&utilities
Travel _
Conferences,conventions&meetings
Interest 84,000
Depreciation,depletion&amortization
Insurance
Other(specify)
Total Expenses $ 13,695,424 .
Budgeted surplus(income minus expenses) $ • '
0
0
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NORTH CAROLINA SYMPHONY
m
FY2015 SUMMARY BUDGET
s
FY2015
BUDGET
REVENUE w w
11
Patron Revenue $9,068,498
Tickets 4,155,380 2 co
Contracts 409,145 0
Other Earned Income 91,500 0
Individuals 1,909,723 co
Corporations/Foundations 1,161,200
Fundraising Projects 264,550 0
"Major Gifts" Program Release 1,065,000
Other Contributed Income 12,000 0
CO
Total North Carolina $3,565,691
Other Public Grants $401,255
In-Kind City of Raleigh $355,000
Foundation Allocation (Spending Policy) $370,241
TOTAL REVENUE $13,760,685
EXPENSE
Concert Production $9,911,670
Audience Services $1,371,821
Philanthropy $804,084
Administrative and Other $1,572,174
TOTAL EXPENSE $13,659,748
NET OPERATING RESULT $100,937
DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
North Carolina Symphony Society, Inc.
FY2016 Budget
FY16
Budget
REVENUE
Patron Revenue $9,466,613
Tickets 4,194,887
Contracts 422,175
Other Earned Income 102,000
Individuals 1,937,646
Corporations/Foundations 1,223,330
Statewide Chapters 0
Fundraising Projects 574,575
"Major Gifts" Program Release 1,000,000
Other Contributed Income 12,000
Total North Carolina $3,576,716
North Carolina Grant-in-Aid -Recurring 1,624,691
North Carolina Grant-in-Aid -Nonrecurring 1,500,000
Other NC Support-Administrative Support 452,025
Other Public Grants $362,500
In-Kind City of Raleigh $355,000
Foundation Allocation (Spending Policy) $388,384
TOTAL REVENUE $14,149,213
EXPENSE
Concert Production $10,048,709
Musician Salaries and Expense 6,364,978
Guest Artists, Concert and Other Expense 2,579,155
Production and Conducting Staff 1,104,576
Audience Services $1,436,149
Philanthropy $1,089,352
Patron Services
Administrative and Other $1,575,002
G&A 1,490,002
Interest 85,000
TOTAL EXPENSE $14,149,213
NET OPERATING RESULT $0
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NORTH CAROLINA
.
�SYM PHONY .._ w
ABOUT US TICKETS INTERACTIVE MANAGE YOUR ACCOUNT PLAN YOUR VISIT EDUCATION CONTRIBUTE AUDITIONS SMALL ENSEMBLES
NOVEMBER a ABOUT US:MEET THE MUSICIANS
Su Mo Tu We Th Fr Se The North Carolina Symphony fa not just music:Its people,From composers to musicians,horn conduclors to staff,the Symphony is made up of
a talented group of dedtcaled individuals who take immense pleasure and pride in bringing you Ilse finest programs of show-stopping music
1 2 3 4 5 6 7 season after season,
a 9 10 11 12 13 14 CONDUCTORS I MUSICIANS I STAFF I BOARDS
15 16 17 18 19 20 21
22 23 24 25 20 27 28 SELECT INSTRUMENT V SELECT MUSICIAN VI
29 30
"Leave of absence
Full Slatewide Concert Calendar
View Concerts by Series
-•.; VIOLIN 1 CELLO BASSOON
J3rien Reaaln J3onnle-Mon John Pederson
2015/16 STATEWIDE Concertmaster Principal Principal
SINGLE TICKET The Annabelle Lundy Federman Chair The Herman and Margo Roberg Chair The Mr.end Mrs.Fitzgerald S.Hudson
BROCHURE Devil Friedlander Elizabeth beilman Chair
Associate Concertmaster Associate Principal Spencer Phillips
--. - - The Assad Meymandr and Family Chair The Herbert Family Chair Acting Assislant Principal,
The Beethoven Chair
i'•':' Rebekah Binford Peng Li
- Asslslanl Concertmaster Assislant Principal, FRENCH HORN
The Anne Heart[Gregory Chair Anonymously Endowed
2015 REPORT Rebekah Daley
Karen Strittmatter Galvin Susan Gardner
Principal
TO THE Assislant Concertmaster Anonymously Endowed
COMMUNITY The Mary T.McCurdy Chair
palm Rist Glover John McClellan Kimberly van Pelt
__ The Wiliam Charles Rankin Chair Associate Principal
'� Peel Galmsberry
`1 The Richard and Joy Cook Chair The Payld Nell Mayer
The James Marion Poyner Chair
,: The Neff Hirschberg Chair Christopher Caudill
Sa Yu fJStm The Roger Colson and Bobbi Lyon Hackett
The Governor James B.Hunt,Jr.Chair Lisa Howard Shaughnessy Chair
a The Sara N4lson Hodgkins Chair
''' Marilyn Kouba Rachel Niketoeoulos
-- - - --- The Phyllis{Pal J Conrad Wells Chair Nathaniel Yaffe The Paul R.Millard and Gabriel Wolf Chair
The Secretary or Cellural Resources Betty
r,...,,,.._` ��: finalise Denise Kukelhan' Ray MCCaln Chair To Be Filler[
: - The Jessie Wyatt Ethridge Chair The Mary Susan Kirk Fulghum Chair
. . _ ?,:- — DOUBLE BASS
To be Filled TRUMPET
_;_,_ The J.Felix Arnold Chair
Leonid Finkelshleyn
Principal
:6 Eric McCracket!
The Madha and Peyton Woodson Chair Paul Randall
The James C.Byrd and Family Chair Principal
^ _._ Robert K.Anderson The George Smedes Poyner Chair
s Maria Associate Principal Timolhv Stewart
- The Tam m an and Mary Mac Bradshaw Chair
The Dr.and Mrs.Preston N.Gada Chair Assocfala Principal
Eileen Wynne Crala Brown The Henry and Martha Zaytoun and Family
The Harvey At-Large Chair Chair
The Mark W.McClure Foundation Chair
Dora Eagle
1412
VIOLIN 2 Erlk Dyke Anonymously Endowed
The Hadiee H.and Pauline G.Jobe Chair
Elizabeth Phelps
Principal Bruce des Ri TROMBONE
The Nancy Finch Wallace Chair The John C.and Margaret P.Parker Chair
John dike
Jacqueline Saed Wolborskv Principal
FLUTE
Associate Principal, The Thomas Warwick Steed,Jr.Family
A
The blanche Marlin Shaw Chair Chair
5�1,� , 4 Anne Whaley Laney
David Kilbrtde
Principal Jonathan Randazzo
Assistant Principal The Mr.and Mrs.George M.Stephens Assistant Principal
Chair The Frances Amloureryant Chair
Paul Coral Mary E.Boone
Janet Gayer Nall Assistant Principal BASS TROMBONE
The f]r.and Mrs.Shafer Stidham,Jr.Chair
SOL117C� bites Terry Mlzesko
R.Marshall Johnson Elizabeth Anderson Lunsferd Anonymously Endowed
x, Suzanne Kelly The Jack and Sing Boddie Chair
TUBA
L . `J OskarOzotinch PICCOLO
David G,Lewis
Bonita Stouahlan gllzebeth Anderson Lansford. Principal
The Jean Dunn Williams Chair The Governor and Mrs.James G.Marlin,
VIOLA Jr.Chair
OBOE
Samuel Gold HARP
Principal
http://www.ncsymphony.org/about/index.cfm?subset=people&peoplecat=musicians 11/25/2015
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. i r1GGl LUG 1r1uZrL+1a117— Lvuiuus�,uLUiuua.3yiiipiiviiy
The Florence and Charles Jacob Cale and Melanie Wilsden ,Anita Burroughs-Price
„.9.01-114A
S) Alma Ye oil and Sylvan Hirschberg Chair Principal The Ron and Janie Kuplerman Chair
CP
41A The Hardison and Sloltze Chair
[ 'So• David Marschelj TIMPANI
y Associate Principal Alex Liedtke I
CAMPUS '4 The Belly Ellen Madry Chair Acting Associate principal, ,John Feddereen
C L*�� The Lrzelte T Dunham Chair
Principal
UChristopher Fischer The Patricia R.,Steven T.and George F.
Assistant Principal Sandra Porch Hackney lit Chair
�g The Clarence and Alice Aycock Poe Chair
tit ow pRx(�� Petra BerAnal PERCUSSION
Paul Malcolm ENGLISH HORN
Alex Lleglke Richard Motvlinskj
Christine Marlin Principal
Acting English Horn, The Margery and Earl Johnson,Jr.Chair
The Bruce and Margaret King Chair
Amy Meson
The J.Sidney Kirk Chair Matthew Decker
CLARINET Assistant Principal
Sandra Schwares The Abram end Frances PascherHanof
The Samuel H.and Anne Latham Johnson Andrew Lowy Chair
Viola Chair Principal
The Mr.and Mrs.J.Christopher Walker,11 ORGAN
Chair
To Be Filled
Samuel Almaguer
Acling Principal, The Albert and Susan Jenkins and Family
Organ Chair
Michael E.Cvxewskt
Assistant Principal
The Kathryn Powell and Green Flavle
Cooper Chair
r... i r . 3700 Glenwood Avenue,Ste.130,Raleigh,NC 27612.919-733.2759.577.627.6724{lop free]
r You �" Contact is I Site Map I Privacy Policy
r The North Carolina Symphony is a division of the Department of Cultural Resources,
Susan W.Malls,Secretary.
INO
Copyright B 2001-2015 Norlh Carolina Symphony I Web Design&Development by CljckCullure
http://www.ncsym phony.orglabout/index.cfm?subsec=people&peoplecat=musicians 11/25/2015
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North Carolina Symphony Administrative Staff
PRESIDENT'S OFFICE
Sandi M.A. Macdonald,President&CEO
Sue Guenther,Executive Assistant to the President&CEO
Stan Williams,Senior Director for Public Affairs
ARTISTIC OPERATIONS
Martin Sher,Vice President&General Manager
John Clapp,Orchestra Personnel Manager
Joshua Fisher,Assistant Stage Manager
Sarah Gilpin,Director of Education
Pam Halverson,Assistant Librarian
Janice McLaughlin,Senior Assistant Librarian
Amanda Meliosky,Artistic Operations&Education Manager
Deborah Nelson,Principal Orchestra Librarian
Bo Osborne,Stage Manager
Patrick Parker,Stage Crew
Donald Ti p pett,Director of Operations
FINANCE&ADMINISTRATION
Robert Schiller,Senior Vice President for Finance,Administration&CFO
Tiffany Debnam,Information Processing&Fulfillment Manager
Marsha Holt Accounting Manager
Brenda Knight,Financial Manager
Lanita Mattison,Payroll&Computer Systems Manager
Andrea Newby,Information Systems Manager
MARKETING&AUDIENCE DEVELOPMENT
Linda Charlton,Vice President for Marketing&Audience Development
Jennifer Blackman,Graphic Designer
Gavin Brown,Box Office Manager
Maria H. Ewing,Director of Advertising&Promotions
Richard Hess,Box Office Associate
Standish Li etz,Box Office Associate
Kimberly Little,Group Sales&Promotions Coordinator
Susan Lynch,Box Office Associate
Jonathan Naylor,Box Office Associate
Joe Newberry,Director of Communications
Mary Russell,Box Office Associate
Emma Wall,Assistant Vice President of Marketing
PHILANTHROPY
Chelsea Eversmann,Coordinator,Principal Gifts
Rebecca Gunn,Annual Fund Manager
Lisa Ransom,Assistant Vice President of Philanthropy,Principal Gifts
Anne Wolverton,Research&Events Manager
DocuSign Envelope ID:814353F7-1 D2B-4D00-9475-67DB9D489761
NORTH CAROLINA
SYMPHONY
North Carolina Symphony Society, Inc.
2014-15- Board of Trustees
*Ex Officio Members **Governor's Appointee
Officers
Mr. Jeffrey A. Corbett, Chair, Raleigh—Senior Vice President, Duke Energy
Ms. Catharine Biggs Arrowood, Past Chair, Raleigh—Attorney/Partner, Parker Poe Law Firm
Mrs. Ruth Dzau, Vice Chair, Raleigh—Community Leader
Dr. Mary Susan Fulghum, Vice Chair, Raleigh—Retired Physician
Mr. Don Davis, Treasurer, Raleigh—Retired, Vice President, Progress Energy
Dr. Ted R. Kunstling, Assistant Treasurer, Raleigh—Retired Physician
Dr. Sally C. Johnson, Secretary, Raleigh—Physician and Educator
Ms. Sandi M. A. Macdonald, Raleigh—President & CEO, North Carolina Symphony
Mrs. Deborah M. Aiken, Raleigh—Wealth Management Executive, Fifth Third Bank
The Honorable June Atkinson*, Raleigh—State Superintendent, Public Instruction
Mr. Joe Bastian, Chapel Hill— Retired CEO, Panera Breadwinners of the Triangle
Mrs. Janie W. Bird, Raleigh-- Community Leader
Ms. Patty Briguglio, Cary-- Public Relations/Media Consultant
Mr. Martin H. Brinkley, Raleigh—Attorney/Partner, Smith Anderson
Mr. Steve Burriss, Raleigh--Chief Operating Officer, Rex Healthcare
Mr. Philip P. Cave, Raleigh—Senior Vice President, Wells Fargo
Mr. Tim Clancy, Raleigh— President, Clancy and Theys Construction Company
Mr. Edward M. Coman*, Raleigh—Retired, Wachovia Bank Executive
Mr. David R. Crabtree, Raleigh--Anchor/Reporter WRAL-TV
Mr. Richard L. Daugherty, Raleigh—Retired IBM Executive
Mr. Robert C. Doherty, Raleigh—Retired, CEO McKinney& Silver
Dr. Marijanet Doonan, Pinehurst- Physician
Mrs. Susie Farrell**, Raleigh— Freelance Designer
Mrs. Paula Fryland, Raleigh— Regional President, PNC
Mr. Evan Fultz, Raleigh—Attorney, Parker Poe Law Firm
Mrs. Margaret Poyner Galbraith, Raleigh—Executive, George Smedes Poyner Foundation
Mr. Robert Graham, Chapel Hill—Retired Executive
Mr. Don Haile, Raleigh— Retired, Corporate Executive (IBM and Fidelity Investments)
Mr. James Hansen, Raleigh— Regional Vice President, PNC Bank
Mrs. Elaine Bryant Hayes, Fayetteville—Retired Educator/Arts Leader
Dr. Wm. Charles Helton, Raleigh - Physician
Mr. Richard E. Hinson, Chapel Hill—Retired Executive
Mr. Douglas C. Hornberger, Raleigh— Director, Merrill Lynch
Mr. Kevin Howell**, Raleigh—Assistant to the Chancellor for External Affairs, NCSU
Mr. Jerry Hwang**, Raleigh—Director, Corporate Development, Bandwidth
Secretary Susan W. Kluttz*, Salisbury—Secretary, Cultural Resources, State of North Carolina
Dr. Robert Lacin, Raleigh—Physician
Dr. Earnest Lamb*, Fayetteville—Chair, Department of Performing and Fine Arts,
Fayetteville State University
1
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Mr. Branford Marsalis, Durham— Musician/Educator
Mrs. Lee Anne McClymont, Hillsborough---Communications/Media Executive
The Honorable Pat McCrory*, Raleigh—Governor, State of North Carolina
Mr. Clifford B. Meltzer, Chapel Hill— Director, Executive Chairman of the Board and CEO,
Practive Health
Mr. Graham Mosely, Wilmington—Retired Executive
Mr. Sharat Nagaraj, Raleigh— President and CEO, Celito.net
Mrs. Florence Peacock, Chapel Hill-- Musician/Educator
Dr. Emily Mann Peck, Raleigh—Professor Emeritus
Mrs. Ashley Matlock Parkinson, Raleigh—Attorney/Lobbyist
Dr. R. Scott Rails, Raleigh—President, North Carolina Community College System
Dr. P. Ramachandra Reddy, Henderson - Physician
Mr. Jeffrey B. Sheehan, Raleigh—Senior Vice President, Duke Realty
Mr. Jason Smith, Raleigh--Chef/Restaurateur
Mrs. Tracey Fodor Smith, Farmville— Retired Nurse
Mrs. Linda J. Staunch*, New Bern— Public Relations/Media Executive
Mr. Terry L. Stevens, Raleigh-- Retired, Senior Vice President and CFO, Highwoods Properties
Dr. Shafer Stidham, Jr., Raleigh—Retired Educator
Ms. Sandra Sully, Cary—Retired, IT Executive
Mrs. Jennie Harris Wallace, Raleigh—Retired Educator
Mrs. Darliene Woolner, Cary—Community Leader
Mr. Robert E. Zaytoun**, Raleigh -Attorney
Current as of December 2014
2
DocuSign Envelope ID:814353F7-1D2B-4D00-9475-67DB9D489761 • • •
OI� Dg iirItsieuI or Ilse 1'Nusurr
L In wrnnl Reyenui'serr1cu
P.D. Box 2508 In reply refer to : 0248162363
Cincinnati OH 45201 May 21 , 2010 LTR 6168C E0
• 56-0556755 000000 00
00060253
BODC; TE
NORTH CAROLINA SYMPHONY SOCIETY INC
3700 GLENWOOD AVE STE 130
RALEIGH NC 27612 •
•
fi
006223
Employer Identification, Number : 56-0556755
Person to Contact : Ms . Merrill
Toll Free Telephone Number : 1-877-829--5500
Dear Taxpayer:
This is in response to your May 12, 2010, request for information
regarding your tax-exempt status .
Our records indicate that your organization was recognized as 'exempt
under section 501 (c) (3) of the Internal Revenue Code in a
determination letter issued in February 1945 .
Our records also indicate that you are not a private foundation within
the meaning of section 509(a) of the Code because' you are described in
section(s) 509(a) (1) and 170 (b) (1) (A) (vi) . '
Donors may deduct contributions to you as provided in section 170• of
the Code . Bequests, legacies, devises, transfers, or gifts to you or
for your use are deductible for Federal estate and gift tax purposes
if they meet the applicable provisions of sections 2055, 2106, and
2522 of the Code .
Beginning with the organization 's sixth taxable year and all
succeeding years, it must meet one of the public support tests under
section 170 (b) (1) (A) (vi) or section 509(a) (2). as reported on Schedule
A of the Form 990 . If your organization does not meet the public
support test for two consecutive years , it is required to file Form
990--PF , Return of Private Foundation, for the second tax year that the
organization failed to meet the support test and will be reclassified
as a private foundation.
If you have any questions, please call us at the telephone number
shown in the heading of this letter .
•
DocuSign Envelope ID:814353F7-1D2B-4D00-9475-67DB9D489761 —— ---
0248162363
May 21 , 2010 LTR 4168C EU
56-0556755 000000 00
00040254
NORTH CAROLINA SYMPHONY SOCIETY INC
3700 GLENWOOD AVE STE 130
•
RALEIGH NC 27612
•
Sincerely yours ,
•
Michele M. Sullivan , Oper . Mgr.
Accounts Management Operations I
•
•
•
•
•