HomeMy WebLinkAbout2017-437-E Arts - North Carolina Symphony - 2017-18 Arts Grant Agreement DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
1111 11 /
coo, 11111,
August 15, 2017
Pam Bash
Director of Corporate and Foundation Giving
NC Symphony
3700 Glenwood Ave.
Raleigh, NC 27612
GRANT AWARD LETTER
Fiscal Year 201 8
Grant Category Grassroots Arts Program
Funding Source Orange County
Award $1 ,000.00
Start Date July 1 , 2017
End Date June 30, 2018
OCAC Report Due Friday, July 6, 2018
Project Title Concerts for Orange County Schools
Staff Contact Katie Murray, Director
919/245-2335
kmurray@orangecountyncgov
Stipulations 1 . Grantee must properly credit the Orange County Arts
Commission and/or North Carolina Arts Council (according
to Funding Source, provided above), using the proper logo
AND credit line on all publicity materials. View proper credit
line language and download logos on the OCAC website at
htts://artsorange.org/grants/grantee-resources
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA C
ww4aNCI
ORANGE COUNTY ARTS COMMISSION
��� yr 2C��iL7 L GRANT AGREEMENT
Jorfo dr n
THIS AGREEMENT, entered into this 17 day of August, 2017, by and between Orange County
("County"), by and through the Orange County Arts Commission ("Arts Commission") and
North Carolina Symphony ("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 annual 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 annual Arts Grants Program is supported by Arts Commission with
funds from the Grassroots Arts Program of the North Carolina Arts Council, a division of the
Department of Natural and Cultural Resources, a state agency.
WHEREAS, the Grant Recipient was selected by the Arts Commission to receive the
annual 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 are 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 ($ 1,000)have been
awarded by the Arts Commission to the Grant Recipient for the approved Project. The
Recipient shall be required to match funds 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, as outlined in the attached Exhibit A.
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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A. Implementation. The Project implementation shall take place between July 1,
2017 and June 30, 2018. 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 described in the attached Exhibit A.
F. Final Report. Grant Recipient shall submit to the Arts Commission a Final Report
on July 6, 2018. The Final Report shall be in the format required by the North
Carolina Arts 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
$1,000.00 to the Grant Recipient.
6. Publicity
A. Acknowledgement. Credit must be given to the Orange County Arts
Commission and/or the North Carolina Arts Council using the proper logo(s)
and credit line in brochures, news releases, programs, and all other printed and
online publications. Copies of such printed materials must accompany the
evaluation report. Official Orange County Arts Commission and North Carolina
Arts Council logos may be downloaded at www.artsorange.org/grantee-resources
and may not be altered in any way. When no printed information is used, verbal
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credit shall be given. In addition, all print and promotional material must include
the following credit line and logo(s) (check all that apply):
i. x County Funds Only. Orange County Arts Commission logo required.
Credit line required for audio projects: "This program is supported by the
Orange County Arts Commission."
ii. North Carolina Arts Council Funding. The Orange County Arts
Commission and the North Carolina Arts Council logos are required. Credit
line: "This program is supported by the N.C. Arts Council, a division of the
Department of Natural and Cultural Resources. "
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 Orange County Arts Commission 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
www.artsorange.org (Orange County Arts Commission logo preferred) to their
main webpage.
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
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provision of this Agreement, as determined by the Arts Commission in its
sole discretion.
(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. Both parties agree that this Agreement shall be governed by the
laws of the State of North Carolina. Provider shall at all times remain in
compliance with all applicable local, state, and federal laws, rules, and regulations
including but not limited to all state and federal anti-discrimination laws, policies,
rules, and regulations and the Orange County Non-Discrimination Policy and
Orange County Living Wage Policy (each policy is incorporated herein by
reference and may be viewed at
http://www.orangecountync.gov/departments/purchasing_division/contracts.php).
Any violation of this requirement is a breach of this Agreement and County may
immediately terminate this Agreement without further obligation on the part of
the County. This paragraph is not intended to limit and does not limit the
definition of breach to discrimination. By executing this Agreement Provider
affirms that Provider is and shall remain in compliance with Article 2 of Chapter
64 of the North Carolina General Statutes. By executing this Agreement Provider
certifies that Provider has not been identified, and has not utilized the services of
any agent or subcontractor, on the list created by the State Treasurer pursuant to
G.S. 147-86.58.
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.
[SIGNATURE PAGE TO FOLLOW]
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DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
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 L o DocuSigned/by:
om f j"aSL 8/24/2017
fig% AEBoirector of Giving Date
For and on behalf of Orange County Government
DocuSigned by:
50tAAA,it, k1U t4 ,"S 9/5/2017
Off$in iiimersley, County Manager Date
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Revised August 2017
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
2017-18 GRANT APPLICATION COVERSHEET
NC Symphony
Applicant:
Date Received: 51'15/17 Date Notified Complete: 5123117
Project Title:
Education Concerts for OC Schools Date: Sept 17 - May '18
Use of Funds: Staff salaries
NCAC Funding Priority: H 0 2nd 3rd
NCAC Multicultural Requirement? 0 Yes Amount $ N No
Totai number served; 1500 - all OCPS/CHCCS elementary schools
Whole
Community served; county
36°/0 FRL
Demographics:
CHECKLIST
N Completed application form with N Budget: FY17-18
signatures H oard List
N Narrative N Tax exemption letter
• Project Budget worksheet IN Sample publicity
N Resumes of key artists/instructors, N Work samples
iN Financials; FY15-16 0 Letters of support(not required)
IN Financials: FY16-17
AMOUNT REQUESTED: $3000 AMOUNT GRANTED:
FINAL SCORE:
f
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
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2017-1 8
eye trt ,
co GRASSROOTS ARTS PROGRAM
ORANGE COUNT? ARTS
COICIVMS101,1 www.ricarts.org APPLICATION FORM
PART I : APPLICATION ORGANIZATION INFORMATION
Organization Name North Carolina Symphony
Street Address:3700 Glenwood Ave, So 130
, --
i City:Ratoigh _ State:NC ( Zip:27E12
Phone:(019) 733-2750 Ali'ebsite:www.ncsy mon o ril yin rg
---------------- -----
Authonalag Official(Nome:Pam Bash
Authorizing Official Title:Director of Corporate&Foundation Giving
.....__,...._______________......__,......
Authorizing Official Phone:(919)789-5482 _ Authorizing Official Email:pheshOnesymphonyorg
_,.......„„
Applicant Race: Crganization EN:
ORGANIZATIONAL FINANCES
Please attach a complete inco,,e and expense statement (an audit may be substituted)for your last fiscal year and
complete operating budgets for the current fiscal year and next fiscal year. Public schools and other large governmental or
community agencies should attach arts program financial information only. Please copy the totals from these attachments
in the spaces below:
Last Year Actual' FY1,5.18 Current Year FY16-11 Next Year'FYI 74$
Actual Income: $14,518,288 Projected income:$14,532,789 Projected Income: $1‘1,913„817
I ,
Actual Expenses: $14,496„387 Projected Expense:$14,532,789 Projected Expense: $14,613,817
PART 2: PROJECT INFORMATION
PROJECT DIRECTOR INFORMATION (if different from Authorizing Official)
Project Director Name Sarah Salon
Project Director Title:Director of Education
Street Address 3700 Glenwood Ave,Ste 130
City:Raleigh State:NC Zip;27612
'-------------------
Phone:(5)19)789-5461 Email:storonranceymnnony.ong
PROJECT SUMMARY
Title of Grant Program or Project Education Concerts tor Orange County Schools
...
Grant Amount Requested:$3,000
Project Start Date(No earlier than July 1, 2017):September 1, 2017
Project End Date(No later than June 30,2018):may 31,2017
-----------
SCHOOLS ONLY
Are you booking your artists through The ArtsCenter's Arts in Schools Program? 0 YES IR NO
f;
oro9varn,'n.' s in Ai vi c 4:1 tk In 1,(31.1“1 5
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
PROJECT NARRATIVE
Please attach a narrative providing the information requested below for the project you propose. Please be as concise
and specific as possible:
1. Please give a brief description of your organization, including mission, board and staff composition, current arts
programs and services and number and kinds of people served'. Public schools and other large governmental or
community agencies should provide a description of their arts program only rather than the entire organization, (250
words or less)
2. Offer a Met summary of the proposed project.
3. State your project's goals.
4. Offer a description of intended participants/audience, including estimated numbers and racial and cultural
composition. For school applications please include the demographic breakdown of the student body, as won as the
percentage of students on the Free and Reduced Lunch Program.
5. Describe the location where project will take place.
6. Explain all project activities.
7. Describe all artists to be involved in the project, how and why they were chosen, and the rate of payment for their
services. It you have not yet selected the artists, describe the kinds of artists you intend to involve and how you will
select them (Schools, please indicate if you are working with The Arts Center's Arts in School program to secure your
artists). Please include the ethnicity of artists or instructors hired for the project
8„ Describe how the project will be publicized and promoted to reach intended participants.
9. Describe how you will evaluate the project.
PROJECT BUDGET
Please provide a projected budget for your proposed project utilizing the'format below. You may attach an additional
detailed budget it necessary, but the tables below must be tilled out. Please see the attached Glossary of Budget Terms
for more information.,
PROJECT EXPENSES Expisination , Grant ReeitearA mount +Matching Foods i-i-- Tot Expense
Admitdstrative Stark $ $ $
A. Personnel Artistic Staffn $3.000 $20.1116
1
Toonnicai/Pre.idixtion Staff: 1 $ $3,754 $3754 I
S. Outside Fees and irinitsik contracts: $
FM S I
Services Other contracts; $ $550
._._._.............._.............
C. Space Rental $ $2,318 $2,138
D. Travel $ $ $
E Marketing $ $ $
F. Rmaining Project
$ 2, 024 $2,024
Ex@;nsies
G Total Cash Expenses $3„000 $28.762 $31,762
rpRo :i044,01me.,-_—/z,„— 1,,,;,/,,,,,z otio*7 ,, „-- 7, , -7- 7, , io,,,49,100,06040001,
A. Admissions $8,500
B. Contracted Services
$
Revenue
O. Other Revenue $
Corporate Support: $
a Private support Foundation Support:
Other private suppat $18,752
Federal: $
F. Government Support Siate/Regional: $
Local(not inctudog tints rues).' $
F. Applicant Cash $
G. Grant Amount Requested
lin ft!,15 aP,ogoatt0N
H. Total Cash Income (must
equal Total Cash EVNISOS,
31 762
Item 0 above) 1 $3,000
$
1
4......X.MIENN, IMMEMIMININNIIMSEMINIMIIIIIIMIIIIIIIIREll .
,;,0 1'f. :',v.issror7.1s
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
PART 3: APPLICATION CHECKLIST
APPLICATION CHECKLIST
Please cornplie in this order. Do net staple, bind, or put into individual folders or sleeves,. Provide one copy,
one sided, &5 x 11 white paper., A digital copy of the application is not necessary,
O Application Form, including signatures
O Narrative
O Detailed Budget(if necessary)
O Resumes of key artists and administrators involved in grant funded prograrn(s)
O Income and Expense statement for FY15-10
O Budget or year-to-date statement for FY16-17
O Budget for FY17-15
O Current :oard of Directors list
O Copy of IRS Tax Exemption Letter, if applicable
O Sample programs, press, or other materials from this or similar past programs
O Work samples by artist(s), labeled with artists' name, title of work, date of work, produced in the last three years:
O Visual artists: CD, DVD, or high resolution photographs(S images per artist MAX), clearly labeled with
dimensions and media and indicate top of image
Dance or theater artist: CD or DVD, or link to high-quality online video(3-5 minutes
c„) Music and spoken word: CD , 1MP3 or link to high-quality online video(3-5 minutes)
o Literary arts. Manuscript(10-15 pages) submitted as „pdf file or herd copy
PART 4: CERTIFICATION
We understand that failure to respond to any of the above items may adversely affect the consideration of this application„
We certify that we are committed to the completion of the proposed project in compliance with legal requirements and
granting procedures. We certify that the information contained in this application, including attachments and supporting,
materials, is true and correct to the best of our knowledge.
PROJECT DIRECTOR(if applicabill
Printed or typed name: Sarah Baron
Signature:
tett/
Date: 5/10/2017
ALITHORI 4 WI OFFICIAL(required)
Printed or typed name p
arn as,
„ 47
/
Signature: -4/ "'
Date: 5/10/2017
C,onr,ArrIli%ririruL,1(11 ri 7.4t,,r4 AWlinn Kir Pnrki,..q
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
Oran:e County Arts Commission
Arts Program Application Narrative—Spring 2017
North Carolina Symphony: Musk Education
1, Organizational Profile,
Founded in 1932, the mission of the North Carolina Symphony(NCS) is to be the North Carolina state
orchestra, achieving the highest level of artistic quality and performance standards, and embracing its
dual legacies of statewide service and music education, As the first state supported symphony in the
the fJCS is a vital and honored component of North Carolina's cultural life. The orchestra's 175
annual concerts, events and broadcasts reached over 250,000 adults and schoolchildren in more than 90
counties throughout the state—in communities large and small, and in concert halls, auditoriums,
gyinrinasiurns, restaurants, clubs, and outdoor settings. The Symphony's 66 full-time musicians perform
under the artistic leadership of Music Director Grant Llewellyn and travel approximately 18,000 miles
each season across the state,
The North Carolina Symphony has a long-standing and deep commitment to providing superior music
education to North Carolina school children in order to foster the next generation of musicians and
music supporters while simultaneously enhancing the rich culture in this state. Since its first education
concert in 1946, the Symphony has performed to more than three million students across the state, as a
valued addition to public and private school curricula.
2. Brief Project Summary
The North Carolina Symphony will perform approximately seven (7)full-orchestra, curriculum-based'
musk education concerts for over 1„500 students in grades 3 through 5 from all Orange County and
Chapel Hill Carrboro City elementary public schools during the 2017-18 school year(Dates TBD), These
concerts will take place in Meynnandi Concert Hall in downtown Raleigh and will reach students of all
economic levels and demographics.These performances are fundamental to the orchestra's
commitment to statewide service and music education of North Carolina's school children, and are
provided at no cost to the students.The Orange County and Chapel Hill-Carrboro School Systems will
arrange and coordinate transportation to and from the venue.
3. Goals
The North Carolina Symphony's education concerts aim to achieve the fnllowing goals:
1. introduce children to orchestral music
2. Increase arts access for communities throughout North Carolina
3. Supplement the arts education curriculum in North Carolina Schools
4, Inspire young people through music
5. Support the work of North Carolina music educators
4. Intended Audience
The demographics of the approximately 1,500 elementary students to be served are: 52%Caucasian,
13%African-American, 19% Hispanic, and 11%Asian; 48% female and 52%male, An average of
approximately 36%of the students served are eligible for free or reduced lunch. *
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
5. Location
All seven of the music education concerts will take place at Meymandi Concert Hall in the Duke Energy
Center for the Performing Arts Center located in downtown Raleigh.Transportation to and from the
venue will be coordinated by school teachers and administrators°
6. Detailed Description
In its holistic approach,the NCS provides a five-hour teacher training workshop at Meymandi Concert
Hall in Raleigh where fellow teachers present the program and lesson plans for the education concert.
Teachers receive a recording of the concert, as well as the Teacher Handbook containing interactive
lesson plans, fun music games and introductions to great composers and their works.The training
presentation and materials assist teachers in preparing their students for the classroom study objectives
and concert experience. Teachers receive 0.5 CEU credits from their district for completing the training.
New this year, the NCS offered a second workshop in Sampson County. In addition, to reach teachers in
rural communities and distant counties with little to no travel budget„ the entire five-hour training
course is available online. All materials, including the Student Workbook and all classroom materials, are
avariable online and may be downloaded at no cost.
School teachers also have access to the Symphony's comprehensive education curriculum to introduce
their classes to the building blocks of music.The curriculum is developed each year by the Symphony's
artistic leadership, a group of educators from across the state, and members of the North Carolina
Department of Public Instruction (NCDPI). The program is designed to support the learning objectives for
music for grades 3-5 which are outlined in the NC Standard Course of Study.
Centered on the theme "What Makes Music MUSIC?"the concerts will introduce students to exciting
works from diverse composers and teach them about the six fundamentals of music; melody, tempo,
dynamics, rhythm, texture and form. Led by one of the Symphony's engaging conductors, performances
are designed to be as entertaining as they are educational.The hour-long program is full of interactive
activities with the orchestra, including question-and-answer sessions that prompt students to listen for
and identify important elements of each piece. To make this concert meaningful and memorable, local
teachers will prepare their students to sing a piece with the orchestra.
7.Artists Involved
The NCS music education concerts are performed by the entire 66-member orchestra which consists of
highly-talented musicians that have been chosen through a rigorous audition process. All Symphony
musicians are selected by an audition corrirnittee that consists of current orchestra members, NCS
Artistic Department staff and Music Director Grant Llewellyn.
8. Publicity& Promotion
The Symphony's Director of Education,Sarah Baron, works directly with Orange County and Chapel Hill-
Carrhoro arts coordinators and administrators to schedule and communicate all details regarding their
school attending a music education concert.
Overall, the North Carolina Symphony utilizes a diverse range of platforms to promote and oublicim its
programs such as print &radio advertisements,esblasts, monthly mailers, and social media,
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
9. Evaluation
To best serve the needs of North Carolina students, the Symphony's Education Committee and Director
of Education work closely with professional evaluators and the NCDPI to continually assess the
effectiveness and impact of all its music education programs through quantitative and qualitative data
analysis. The Symphony examines the number of counties served, and collects qualitative feedback from
teachers through surveys and inKlepth evaluations.Teachers evaluations address the following areas:
the suitability of the program for the Intended grade level; the students' understanding of music
following the program; the value of the curriculum materials; the overall quality of the performance:,
and the students" level of participation, The Symphony continually assesses how its programs can best
meet the needs of North Carolina teachers and students and uses this evaluative information to shape
the structure and content of its educational programming for the following year.
The Symphony evaluates the progress of its education programs by tracking and assessing the following
areas:
1. Number of participating schools and students at each education concert
2. Number of teachers who attend the annual fall Teacher Workshop m Raleigh
3. Number of teachers and schools that renew their participation in the education programs
4. Responses on teacher evaluations distributed at the annual Teacher Workshop
5, Letters from students describing their concert experience
*Sovrce. based on data from the NC Deportment of Education.
1
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
Sarah Baron, Director of Education
Sarah Baron 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 pursued degrees in music education and clarinet performance at the University of Northern
Iowa. At the University, she won the Myron and Ruth Russell Award and People's Choice Awardl
at the 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, Baron's interest in arts management was sparked after working at the Inter!ocher' 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.
David Glover, Associate Conductor
David Glover joined the iVorth Carolina Symphony as Associate Conductor in the 2014/15
season, Mr. Glover comes to the North Carolina Symphony from the Indianapolis Symphony
Orchestra, where he served for two years as the Assistant Conductor, leading its Discovery,
Family, and Side-by-Side Concerts. His duties with the North Carolina Symphony include
conducting education and evening concerts thro ghout the state, as well as performances on
the Triangle Pops Series and Young People's Concerts, along with pre-concert talks.
He has led numerous orchestras including the Indianapolis Symphony Orchestra, Ensemble
Orchestral de Paris, North Czech Phi ihan onic, Bulgarian Opera in Bourgas, and Hungarian
Opera-Cluj. 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 con du ing 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:66651854-9741-4A24-AE80-28409E6F98EA
North Carolina Symphony,Society, Inc,
North Carolina Symphony Foundation
Consolidating Statements of Financial Position fay Fund)
June 30, 2016 and 2016
2016
Society Foundation 11,aim Gifts
Current Endowment Program
Fund Fund Fund Total
Assets
Cash and cash equivalents $ 11,640 S - $ 2,373,293 $ 2,384,933
Contributions receivable, net 1,28,8,998 '136,143 304,074 2,228,215
Other receivables 20,027 - - 20,627
Prepaid expenses 279,732 - - 279;782
Investments - 11,021,428 3,766,506 14,776,933
Intercompany receivable 426,029 127,934 - A
Assets hekt in charitable reffiaioder trusts - 66,978 . 88 878
Split-interet agreements and beneficial
interests in perpotual irusts . 1,937,764 ,. 1,937,764
Equipment and leasehold improvements,
net ot accumulated depreciation, 134,284 - - 134,264
Historical treasures - 356,,01't . 350,000
Cash'value,of life insurance - 264,078 . 234„078
Total assets $ 2 662 740 $ 13973,273 $ 6 432 072 5 22 412,972
Liabilities and Net Assets (0',:lielt)
Lianitilies:
Accounts payable and accrued liabilities, 5 562,153 $ - $ 4,749 $ 666,902
I
Line of credit 1,208,100 - - 1,208,100, I
Oa!erred revenue 1,736,638 . ., 1„7"35638
intercompany payable 62,775 - 493,138 .
Obligations under capital leases 12,826
Obligations under spiii-inierest
egre,ements - 48962 93,72 142,294
Notes payable 814,181 - - U14181
,
Total liabilities 4,398,673 48662 691,619 4,479,; 1
Net ease,ra dirritin {1 732 833l ' i 824 711
, , , A M 5,841,263 17,933,131
Totat liabilities and net assets 5 2 662 740 $ 13 873,273 6 6A32,872 $ 22 412 972
'Eliminated in consolidation
'
24 1
i
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
NORTH CA rl 0 L, I NA SYMPHONY
North Carolina Symphony Society, Inc,
FY2016 Actual and FY2017 and FY2018 Budgets
eIIIIIIIIIIIIIIIIII Frus
11 FY17
:whet FY18
Pro acted ,
Adu0
REVENUE
Patron Revenue $8,926,088 6%217,225 1 $9,2390,395
Tickets 1 3,951,632 4,375,312 4,506,571
Contracts 571 639 392875 450,000
Other Earn Income 76,704 96,300 100,000
Individuals 1,641.449 1,638,613 1,668,325
CorporationsiFoundations 1,221,890 1,329,900 1,356,408
1
Fundraising Projects 403,399 1 124,725 300,000
"Major Gills" Program Release 1,050,000 I
1,254,500 1 650,000
Other Contribute i income 9,286 a,000 1 8,000
I 1
I Total Niorth Carolina 64,213,304 $4,064,510 $4,094,114
North Carolina 5ran1-in-Ald-lifJOUrring 1,62461 1,624,6911 1,624,691
North Carolina G rani-in-Ain- Nonrecurring 1 2,000,000 2,000,000 2,000,0001
Other NC Support- Administrative Supped 588,613 460,219 469,423
1
Other Punta Grants $420,000 $460,308 5450208
1414nd City of Raleigh $571,982 $355,000 $355,600
Foundation Allocation(Spending Policy l $386,913 1 6425,246 1 $475,000
1
1 1
TOTAL REVENUE $14 51$288 1 $14$32 769 1 $114 613 817
EXPENSE
11Concert Production $1%357,887 $104413;724 610,422,827
1 Musician Salaries and Expense 6,516,749 6,556,026 6,687,147
Guest Artists, Concert and Other Expense 2,661,651 2,761,639 2,593„080
Production and Conducting Staff 1,170,486 1,131,060 1,152,600
Audience Services 51,504,:v' 61,453,805 1 61,500,000
Philanthropy 6869,589 6911,936 1 $975,000 I
I 1
Administrative and Other 51,764,242 $1,718,324 51,715,990
GM 1,687,472 1,633,324 1,665,090
interest 76,771 85,000 50,000
1 1
1
'TOTAL EXPENSE $114,496,387 $14,532,789 $14,613,817
NET OPERATING RESULT 1
1 $21, 02 1
0 1 $0 1 $0
f
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
1 10 E
0
North Carolina Symphony Society, Inc. - 2016-17
The Society Board is the governing,pokey and operating board of the Symphony Society. It secures financial
resources,approves program goals,engages in strategic planning and oversees budgets,continuing the
Society's mission to achieve the highest level of artistic duality and performance standards,and embracing the
dual legacies of statewide service and music ed I)cation,
Mr. Don Davis,Chair,Raleigh-Retired Vice President,Progress Energy(now Duke Energy)
Mr,Jeffrey A.Corbett,Past Chair,Raleigh- Senior Vice President, Duke Energy
Dr.Mary Susan Fulghurn,Me Chair,Raleigh -Retired Physician
Mr.Joe Bastian, Treasurer,Chapel Hill-Retired CEO,Panera Breadwinners of the Triangle
Dr.Ted R.Kunstling,Assistant Treasurer,Raleigh-Retired Physician
Dr.Sally C.Johnson,Secretary,Raleigh-Physician and Educator
M .Sandi M. A.Macdonald,President&CEO, Raleigh
Ms. Deborah M-Aiken,Raleigh-Wealth Management Executive,Fifth Third Bank
Ms.Catharine Biggs Arrowood,Rafeigh-Attorney/Partner,Parker Poe Law Firm
Dr.Trude R.Bate, Coq-Community Volunteer and Arts Advocate
Mrs. Janie W. Bird,Raleigh-Community Leader
Ms. Patty Briguglio,Cary-Public RelationsfMeciia Consultant
Mr, Martin H. Brinkley,Raleigh-Attorney and Dean,UNC -CH Law School
Mr. Steve Burriss,Raleigh-President,REX UNC Healthcare
Mr. Philip P.Cave,Raleigh-Senior Vice President,Wells Fargo
Mr.Tim Clancy,Raleigh-President,Clancy and Theys Construction Company
The Honorable Roy Cooper ,Raleigh- Governor,State of North Carolina
Mr.David R. Crabtree,Raleigh-Anchor/Reporter WRAL-TV
Mr,Richard 1, Daugherty,Raleigh- Retired IBM Executive
Mr.Robert C.Doherty„Raleigh-Retired,CEO McKinney&Silver
Dr.Marijanet Doonan",Pinehurst-Physician
Mrs.Ruth Dzau,Durham-Community Leader
Mrs.Susie Farrell",Raleigh-Freelance Designer
Mr.Evan Fultz,Raleigh- Attorney, Parker Poe Law Firm
Mrs. Margaret Poyner Galbraith,Raleigh-Executive,George Srnedes Poyner Foundation
Mr. Rick Gardner,Weigh President, RGA Investments
Mr. Robert Graham, Chapel Hill-Retired Executive
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
Mr. P nald A. Haile,Raleigh-Retired,Corporate Executive(IBM and Fidelity investments)
Symphony Society Board Trustees -conlonned
Mr. David Haines,Cary Partner,Deloitte&Touche, LLP
Secretary, Susi H.Hamilton',Wilmingron-Secretary,
North Carolina Department of NMI ral and Cultural Resources
Mr.JIrn Hansen,Raleigh-Regional President, PNC Bank
Mrs. Elaine Bryant Hayes,Fayetteville-Retired Educator/Arts Leader
Dr.Wm.Charles Helton,Raleigh-Physician
Mr.Richard E,Hinson,Chapel -Retired Executive
r.Couglas C. Hornberger, Raleigh- Director,Merrill Lynch
Mr.Kevin Howell",Raleigh- Senior Vice President of External Affairs for the ZINC system
Mr,Jerry Hwang", Raleigh-Director,Toshiba
The Honorable Mark Johnson*,Raleigh-State Superintendent, Public Instruction
Mr.L Dwain Joyce*, Fayetteville-Retired Educator
Mrs.Cecelia Eckert Kennedy,Morrisville Retired Dietician
Dr,Robert Lacin,Raleigh-Physician
Mr. Branford Marsalis,Durham-Musician/Educator
Mr.Clifford EL Meltzer, Chapel Hill-Director,Executive Chairman of the Board and CEO,
Practive Health
Mr,James Morgan ,,Rateigii
Mr.Graham Mosely, Wilmington-Retired Executive
Mr.Sharat Nagaraj,Raleigh-President and CEO,Celitomet
Mr.Thomas L. Norris,Jr.,Raleigh-Attorney, Poyner&Spruill Law Firm
Mrs,Florence Peacock,Chapel Hifi- Musician/Educator
Dr. Emily Mann Peck Raleigh-Professor Emeritus
Mrs.Ashley Matlock Perkinson,Raleigh-Attorney/Lobbyist
Dr. Ramachandra P.Reddy,Cary-Physician
Mr. Thomas H.Roberg,Presider Raleigh-Retired IT Executive
Mr. Richard (Dick)Robinson,Jr.,Chapel HIU-Retired VP and General Counsel,UNC System
Mr.Jeffrey B. Sheehan, Raleigh-Partner,Trinity Capital Advisors
Mr.Jason Smith,Raleigh-Chef/Restaurateur
Mrs.Tracey Fodor Smith,Farinville-Retired Nurse
Mrs. Linda J. Staunch',Atew Bern- Public Relations/Media Executive
Mr.Terry I...Stevens,Raleigh-Retired,Senior Vice President and CFO,Highwoods Properties
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
Ms. Sandra Sully,Cary- Retired,IT Executive
Mrs.Jennie Harris Wallace, Raleigh Retired Educator
officio members"Governor's Appointee Trustee ln9 current as of Januetry 2017
North Carolina Symphony Foundation - 2016-17
The Foundation Board holds the perma nem:endowment of the Symphony,solicits additions to the endowment
safeguards and invests assets and prudently expends funds for the exclusive use and benefit of the Symphony
Society,
Mr.Thomas H.Roberg,President, Raleigh-Retired IT Executive
Mr. Edward M.Coman,Past President Raleigh -Retired,Wachovia Bank Executive
Mr. Larry Wilson, Vice Preskient,Raleigh-Retired, President&CEO,Coastal Federal Credit Union
Cot Matt Segal,Treasurer,Cary Retired,Military and McDonald's Executive
Mrs. Carroll Clancy,Secretary, Raleigh-Community Leader
MI Chip Anderson, Raleigh-Senior Vice President,Morgan Stanley
Mr,Richard L Daugherty, Vice President, Raleigh-Retired,IBM Executive
Mr Don Davis , Raleigh-Retired,Vice President,Progress Energy(now Duke Energy)
Dr. Robert N.Eby,Chapel Hill-Retired Executive
Dr.Warner Hall,Raleigh- Retired Physician
Dr.Wm.Charles Helton, Raleigh- Physician Mr.Steve Hodges,Cary-Retired Global Director,IBM
Mr. D.S.(Steve)Hodges,fvforrisville-Retired,IBM
D . Mark E.Leithe,Raleigh Physician
Mrs. Louise A.Miller,Cary-Retired, Social Services Management
Mr.Gray Reed, Feigh-Regional President,BB&T
Dr.Shafer Stidharrt,Jr,iNeigh Retired,Educator
Mr.Josiah Stevenson IV,Pinehurst-Retired Executive
,,Ex Officio Members TnuNtee i'isrhp9s current o$ef,Ia onOry 207?
DocuSign Envelope ID:66651854-9741-4A24-AE80-28409E6F98EA
iq,11 f I) ,Q,
p . n , Brix 2508 In reply refer to : 02(81623aB
Cincinnati
OF 45201 M2"±.,) 21 , 2010 IR 4168C. CO
DOGODO CC
00040253
BODER TE
NORTH CAROLINA SYMPHONY SOCIETY INC.
3700 GLENWOOD AVE STE, 130
RALEIGH NC 27612
oclevas
ERployer Identification Numhar ,
Person to Contwst, Ms . Merrill
Toll Free 'Telephone Number : 1 -B77-829-S500
Dear Taxdaverl
This is in response to your May 12 , 2010 , request for information
regsrdinq your tax-exempt status ,
.. .
Our racurbs indicate that your organization was recognized as exempt '
under secton 501 ( o.I13) of the Internal Revenue Code in a
determination letter issued in February 1945 ,
Our records also indicate that you ore not i private foundation within
the meaning of section 509 ( a) o the [ rrh because you nre described in
section ( s ) 5(19( a) ( 1 ) and 170 ( h ) ( 11 ( A) ( vi ) .
Donors moy deduct contributions to you as provided in section 170 of
fl
the Code . Bequests , legacies , devises , transfers , or gMitts 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
)522 of the Code .
Beginning with the orgadizwtion ' s sixth taxable year and all
succeeding years , it must meet ore of the public support tests under
section 170 (0 ) ( 1I ( A) (41) or section 509 ( a) ( 2) 25 reported oh Schedule
A of the Form 99C . If your organization does not meet the public
support test for two consecutive years , it is required to file Form
990- pr , Return of Private Foundation , for the second tax year that the
organization failed to at the support test and will be reclassified
as a private foundation .
If you have any questions , pieose call us at the teledhone number ,
hown, in the heading of this letter .
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Robert P,Holding FOUin dation,I nc„;The McLean Foundation;John William Pope Foundation;
Simple Gifts Fund,Youths Friends Association
Education Partners 1$1,,000+) Fhe Kyser Foundation Music Education Endowment Rinds
Alamance County The Landfall Foundation,Inc, The Roby and Raymond A.Bryan
Foundation Fund
The !1■arold H.Bate Foundation Gloria Miner Charitable Music Fund
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Bell Family Foundation Mission Hospital The Mary Whitin Ewing Charitable
Foundation Fund
The Borneo Fund,Inc. Moore County Community Foundation
The Hulko Ensemble and Chamber Music
R,A,Bryan Foundation,MK, Orange County Arts Commission Programs Fund
Calm iveAire,Inc'. Poo'e Family Foundation The rani rue Foundation Fund
The Cole Foundation George Smeides Poyner Foundation The Ma Mae and Rex,G.Powell
Craven County Community Foundation The Florence Rogers Charitable Trust Wake County MIMIC Education Fund
Edna Williams Curl Be Myron ft Curl The Rolander Family Foundation The Elaine Tayloe Kirkland Fund
Charitable Fond oldie Cumberland
C.T.Rollins,Jr,and Frances P.Pollihs
County Community Foundation
Foundation
(Jr Albert Joseph Diab Foundation Schboi System Supporters
Roth Family Foundation
Chapel Hilt Carrhoro Schools
The Dickson Foundation,Inc. The Norman and Rose 5.Shambe.rg
Cumberland County Schools
Entegra Bank Foundation
be
Fnterprise Holdings Foundation dgecom Couinty School Silverback Foundation Inc Inc.
Harnett County Schools
William C.Ethridge Foundation„Inc. The Eddie and Jo Allison Smith Family
Foundation,Inc, Lee County Schools
The T„,H.Martin and S.K.Fel Mei;Fund
of the Triangle Community Foundation Smith Family Foundation Lenoir County Schools
George Foundation Southern Bank Foundation Na w Hanover County Schools
Gipson Family Foundation Surrrust Foundation Orange County Schools,
The Hellendall Family Foundation Swearingen Foundation Wake County Public Schools
Iltedell County Community Foundation Vlorrian's Club of Raleigh Community Grant
Supplanters are current as of Ady 2f,n a
Authors:Farina Bailey,Lindsay Byers,Brenda Kris,,Laura Martin
Designer:Jennifer Blackman,Graphic Designer North Carolina Symphony
Editors:Sarah Baron,Director of Education,North Carolina Symphony
Samantha Gallup,Education Intern,North Carolina Symphony
North Carolina Symphony,3700 Glenwood Avenue,Suite 130,Raleigh,NC 27612,,919.731,2750,or toll free 877,6276724
www,noymphony.orgieducationprograms
Sarah Baron,Director of Education:sbaronwicsymohooy„org or 919„789„5461
North Carolina Symphony Student and Teacher Handbook td 2016 by North Carolina Symphony Society,,Inc,
Reproduction of this borrl in its entirety is strictly prohibited.
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Born March 31, 1732, Rohrau, Austria 4
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Died. May 3L 1809,Vienna, Austria 1.0.1 0.00
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Haydn's mother was a cook, and his father was the
village mayor and an enthusiastic folk musician who
taught himself how to play harp. Haydn and his
father would frequently sing together with their
neighbors. Haydn was a very good young musician, 0 ..
and his father sent him to study music with a distant
relative in Hainburg when he was six years old. Fun Facts
Haydn's life in Haini:iurg was not easy; he was often , i....,..y.i.i.. Liiiii,t 0i.L.i..........ve orot tuttsc III n'ontoley ttoehe II /3
Hungry and could not afford new clothes. His dotatt- .
ha tau,a a utuu,ouu3ru9 lu cotutld no ot a Ifot aul '
musical abilities continued to flourish despite these fanc t,„„tr outotto 03 tile itirl I 41115 433514 140 S,4 non
conditions. In 1739,Haydn impressed the director of ii..,./ll,il 0014114 g tea It uut la I no ittox I otto tuut to ut,uu ftor ,
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music at St, Stephen's Cathedral in Vienna,who was Vir,,,,r14 VI'IVIcy a otAiltouttuaou,a tatuhrtt,:tt net u'ucuut ill,es throe tat s
visiting Hainburg seeking new choirboys for the wkuutratto pruut-totoodr-,trit to t Oa tpat to tou-torrooters, 1
cathedral, Haydn auditioned for the director and ,i Haler o o outuou.uu au dot a tokst Pr,I ie ttaaas f, %
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won a place in the choir. Haydn did not learn music .1.5 VI rtisser I St,S11,20)111,111'5 tun aitit au u to tta ,
theory and composition, but he did learn Latin, four c[J4 t L kilo tio:uot if sto rt voacuo tole's pony tu.tuu II,1 , ,
singing, violin and keyboard. As he grew older, his i. i.e is rtturknaunnetrl"p,d0.),1 altUutula„It'dn,"' s, '
voice matured, and he was no lonige, able to sing iuL C ALtS0!4 4 0 4S 00 4 0,4 d tared to,be tlIttur,
soprano (high) choral parts, so Haydn began his fat her tof r$autattiuu to III a i''7,014', /
career as an instrumental musician and composer. •
. Hay clot and(NI ot7,1r L otao a to a IT 4 0 10 ds. J
He wrote his first work, an opera called The L,iit7iping Put(,z.‘Ji 0.1'or.riven „ tociUtaated a ao r to ea 4 ;
Devid, in 1753, After that, he becarrie the director of ()I sito tor3sj qua at(As Of 0 hivotbr knoolatan ,
music in a royal court, a., tuto y rul In (,,t,u t or it qttuttttau"' 4
., Ili 1 Ly d Oj 041,3 s uoulUstu utt friatuund,uu with BoothurJvetu to,
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