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PSALCA-26062CA
FISCAL YEAR 2026-27 GRANT AGREEMENT FOR
SAN DIEGO OPERA ASSOCIATION
This agreement is made on the ________ day of ____________, 2026, by San Diego Opera Association
hereinafter referred to as “Grantee,” and the CITY OF CARLSBAD, California, a municipal corporation,
hereinafter referred to as “City” (the “Agreement”). City, as Grantor, agrees to provide Grantee the Grant
funds awarded to Grantee during the Fiscal Year 2026-27 Community Arts Grants Program Arts Projects
for Arts Organizations in an amount not to exceed Two thousand two hundred seventy six dollars and sixty
cents ($2,276.60) (“Grant”). The purpose of the Grant is to provide funds to Grantee for the Project
outlined in the Agreement Scope (“Agreement Scope”), attached hereto as Exhibit “A.”
Project Title: Opera Playground
The Grant provided herein is comprised of public funds. Therefore, to ensure that the public funds are
used for a public purpose, in accordance with the law, the City and Grantee hereby agree to the following
terms.
TERMS AND CONDITIONS OF GRANT
1. TERM.
The term of this Agreement shall mean the period commencing on the execution date of this Agreement
and expiring on Oct. 1, 2027. The term of this Agreement may be extended by mutual written agreement
of the parties. The parties will prepare a written amendment indicating the effective date and length of
extended Agreement.
2. CITY CULTURAL ARTS CONTACTS.
Cultural Arts Program Manager Krystal Roa, 442-339-5611, Krystal.Roa@carlsbadca.gov
Cultural Arts main line, 442-339-2090, Arts@carlsbadca.gov
3. USE OF COMMUNITY ARTS GRANTS PROCEEDS.
3.1. Grant funds are to be disbursed as outlined in this Agreement in consideration of and on
condition that the sum be expended in carrying out the purpose as set forth in the Agreement
Scope and under the terms and conditions set forth in this Agreement. Grantee agrees to
assume any obligation to furnish any additional funds that may be necessary to complete the
Agreement Scope.
3.2. In accordance with the Agreement Scope and the Fiscal Year 2026-27 Community Arts Grants
Guidelines (Exhibit “A”), all Grant funds are eligible to be used from Sept. 3, 2026 through
Sept. 3, 2027. Any extension of fund use must be requested in writing at least 30 days prior to
the end of the Agreement or sooner to allow time for written amendment and approval in
writing by City. Extension of Fiscal Year 2026-27 Community Arts Grants funds may render that
organization ineligible to apply for or receive additional funds as part of the subsequent Fiscal
Year 2027-28 Community Arts Grants cycle.
3.3. All costs accrued for services and/or supplies prior to the execution of Agreement are not
eligible for funding or reimbursement with Grant proceeds.
3.4. Eligible and ineligible costs include, but are not limited to, items detailed in the Fiscal Year
2026-27 Community Arts Grants Guidelines, in the section titled “Eligible and Ineligible Costs,”
attached hereto as Exhibit “A.”
4. CONDITIONS OF FUNDING AND DISBURSEMENT.
4.1. Definitions. The Parties agree to the following definitions.
4.1.1. “Project” means the work, activities, and deliverables proposed by the Grantee in
the Community Arts Grant 2026-2027 application and approved by the Arts Commission,
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as may be further detailed in the Agreement Scope, attached hereto as Exhibit “A.”
4.2. City shall have no obligation to provide the Grant proceeds or to make any subsequent disbursement of Grant
proceeds, and may seek reimbursement of Grant proceeds, if any of the following requirements are not
fully satisfied:
a. Grantee shall use Grant funds to implement the Agreement Scope, including using the
Grant funds to cover only expenditures for programs and services incurred during the
Agreement Scope dates and under the terms and conditions of this Agreement.
b. Grantee shall certify that the Agreement Scope is within Carlsbad city limits or
that the Grantee’s main address is within Carlsbad city limits, as specified in the
Fiscal Year 2026-27 Community Arts Grants Guidelines.
c. Grantee shall complete all work in accordance with Agreement Scope, as soon as
possible, but in no case later than thirty (30) calendar days after the Agreement Scope
end date or, Oct. 1, 2027, whichever is earlier. Grantee shall notify the City of events or
proposed changes that could affect the Agreement Scope.
d. The Grantee shall be responsible for the performance of the Agreement Scope as set
forth herein, and for the preparation of reports required by this Agreement.
e. Before Grantee makes any material changes to the Agreement Scope, Grantee will inform
City’s Cultural Arts Manager or designee in writing within ten (10) working days of the
decision to implement said change. City may request documentation to support the change,
and Grantee agrees to submit to the City, in writing, the proposal requesting modifications
to the Agreement Scope. Grantee shall make no material changes to the Agreement Scope
unless and until City formally approves the Grantee’s request in writing.
f. The Grantee shall provide complete and timely information to the City regarding Project
activities, in accordance with the Agreement Scope, including notification of all
scheduled activities at least thirty (30) days prior to each event to City’s Cultural Arts
Manager or designee.
g. The Grantee shall also acknowledge the City in all related publications and social media
posts, in both digital and print formats, as applicable.
h. Grantee shall retain all records and supporting documentation, including expenditure
receipts, applicable to the Agreement Scope and this Agreement for a period of three
(3) years, and make all records and supporting documentation readily available, upon
request, for inspection and/or audit by representatives of the City.
5. EVENT/PROGRAM PROMOTIONAL OPPORTUNITIES.
Grantee has the option to supply event and/or program information including the date, location, time,
admission, parking and related details for inclusion in Cultural Arts’ communications such as e-newsletter,
emails and website. At its discretion, the Cultural Arts Office will provide support in distributing the
information through the City’s established channels of communication. If Grantee wishes to participate,
Grantee must submit the information to the Cultural Arts Office at least sixty (60) days prior to the event
or program.
Please initial box to opt-in to promotional opportunities
6. PUBLIC ACKNOWLEDGEMENT.
Grantee must acknowledge the Cultural Arts Office for its support of the Project in printed, electronic
and/or broadcast promotions. The following acknowledgment along with a City of Carlsbad Cultural Arts
logo must appear on all printed and electronic materials: “This program is funded in part by the City of
Carlsbad’s Cultural Arts Office.” This logo and guidelines for acknowledgment are available on the
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Community Arts Grants webpage or upon request. Grantees who fail to provide public acknowledgment
may be denied future Community Arts Grant funding.
7. RETURN OF GRANT FUNDS.
If City determines that Grantee has failed to comply with the terms and conditions of this Agreement
without prior written approval by the City, then, upon demand by the City, Grantee agrees to return to
the City the amount requested by the City, up to and including an amount equivalent to the full Grant
award. Failure of the Grantee to comply with the terms of this Agreement shall not be the cause for return
of Grant funds if, in the judgement of the City, such failure was due to no fault of the Grantee. In such case,
any amount required to settle, at minimum cost, any irrevocable obligations properly incurred by Grantee
shall be eligible to be paid by Grant funds. However, if, due to a local health order, Grantee is unable to
complete all events or requirements of the Scope of Grant, Grantee may be required to return up to the
full amount of the award or a prorated amount based on the percentage of the work completed.
8. REQUIRED REPORTS.
Grantee must provide to City the following reports. Failure to provide the reports may render Grantee
ineligible to receive the full and final payment of the Grant award.
8.1. Submit a Revised Project Form available upon request, as required per the Fiscal Year
2026-27 Community Arts Grants Guidelines, attached hereto as Exhibit “A,” within thirty
(30) days of Grant award notification if project shifted from stated goals in the original
Agreement Scope (Exhibit “A”).
8.2. Submit a Final Report including all required attachments by completing the designated form to
the City (30) calendar days after the Agreement Scope end date or, Oct. 1, 2027, whichever is
earlier through Foundant: Grantlife Manager.
8.3. Noncompliance: Grantees in noncompliance with the above reporting requirements agree to
return some or all the initial Grant payment if requested by the City. Additionally, if Grantee is
found to be in noncompliance, Grantee agrees that for the year immediately following a
determination of noncompliance, Grantee shall be ineligible to receive any new grants from
the City.
9. DISBURSEMENT OF GRANT FUNDS.
The Grant amount to be provided to the grantee under this Agreement may be disbursed as follows:
9.1. First payment of 80 percent of Grant will be disbursed upon approval of Revised Project Form as
applicable, and receipt of fully executed.
9.2. Final payment of 20 percent of Grant will be disbursed upon receipt of Final Report and
approval by Library & Cultural Arts Director or designee.
9.3. Any payment of a Grant amount more than the costs required to complete the Agreement Scope
shall be returned to the City within sixty (60) days of completion of the Agreement Scope or the
Project end date, whichever is earliest.
10. PROJECT CANCELLATION.
10.1. If a Grantee wishes to cancel the Project outlined in the Agreement Scope (Exhibit “A”) at any
time, Grantee shall notify the City in writing within fifteen (15) calendar days of the decision to
cancel and Grantee, at the time it provides the City with notice of cancellation, shall return all
Grant funds to the City.
10.2. In the event an approved Agreement Scope (Exhibit “A”) cannot be completed for any reason,
and if Grant funds were disbursed to Grantee, Grantee agrees to return all Grant funds to the
City forthwith.
11. PROJECT MODIFICATION OR TERMINATION.
11.1. Grantee may unilaterally rescind this Agreement at any time prior to the commencement of
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the Project, or prior to first disbursement of funds. After Project commencement, as outlined in
the Agreement Scope, or disbursement of Grant funds, this Agreement may be rescinded,
modified, or amended only by mutual agreement, in writing, of both the City and Grantee.
11.2. Any changes, whether planned or unanticipated, to funded projects due to a local health order
(including, but not limited to, state or local health orders and social distancing measures) must
be submitted to City at least seven (7) calendar days before implementation of the change.
Proposed modifications will be reviewed on a case-by-case basis, and the City's Cultural Arts
Manager or designee will notify Grantee in writing whether the proposed changes are approved.
Any changes must continue to adhere to the City’s Fiscal Year 2026-27 Community Arts Grants
Guidelines as defined in Exhibit “A.”
12. LOSS OF GRANT.
At the discretion of the City, the following actions may result in a loss of all or in part of any Grant amount
allocated to the Grantee:
12.1. A Grantee fails to enter into a signed Agreement with the City within thirty (30) calendar days
of receipt of the Agreement.
12.2. Activities associated with Grantee occur that do not align with activities described in the
Agreement Scope, including, but not limited to, reduction in services, significant alteration of
Agreement Scope elements, such as performers, artists or attendees, or significant changes in
Grantee’s budget: income, expenses, or line-item designations, included in the Agreement
Scope.
12.3. A Grantee withdraws or terminates the Agreement Scope.
12.4. A Grantee fails to complete the Agreement Scope and/or fails to submit all required
reports and/or documentation before Oct. 1, 2027.
13. COVENANT AGAINST DISCRIMINATION.
Grantee will comply with all applicable local, state, and federal laws and regulations prohibiting
discrimination and harassment. Grantee agrees that neither it nor its agents shall discriminate against any
clients, prospective clients, employees, prospective employees, contractors, or prospective contractors
on the basis of race, color, religion, sex, national origin, age, disability or familial status or other protected
classification.
14. NOTICES.
14.1. Listed below are the names and addresses of the persons who are authorized to give
written notices and to receive written notices on behalf of City and on behalf of Grantee
under this Agreement.
14.2. Each party will notify the other immediately of any changes of address that would require
any notice or delivery to be directed to another address.
For Grantee: For City:
San Diego Opera Association City of Carlsbad
Attn: Llewellyn Crain Library & Cultural Arts Director Suzanne Smithson
233 A Street Suite 500 1775 Dove Lane
San Diego, CA 92101 Carlsbad, CA 92011
Email: grants@sdopera.org suzanne.smithson@carlsbadca.gov
15. INDEMNIFICATION.
Grantee hereby agrees to defend (with counsel approved by City), indemnify, and hold free and harmless
the City, its officers, officials, employees and volunteers from and against any and all claims, damages,
losses, costs (including but not limited to attorney's fees) and liabilities of any kind arising directly or
indirectly out of, or related in any way whatsoever to the provision of Grant proceeds.
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16. NO PARTNERSHIP OR JOINT VENTURE.
The relationship between City and Grantee is solely that of Grantor and Grantee. Under no circumstances
shall City and Grantee be deemed to have created a partnership, joint venture, agency, or any other form
of legal association that would impose liability upon one party for any act or failure to act by the other
party.
17. MODIFICATIONS.
This Agreement may not be modified or amended except by written document duly executed by an
authorized representative of both the City and the Grantee.
18. GOVERNING LAW.
This Agreement shall be construed in accordance with and be governed by the laws of the State of
California regardless of conflict of laws principles. Venue, in the event of a dispute, shall be in the North
San Diego County Superior Court.
19. SEVERABILITY.
In the event that any provision or clause of this Agreement conflicts with applicable law, such conflict shall
not affect other provisions of this Agreement, which can be given effect without the conflicting provision.
To this end, the provisions of this Agreement are declared to be severable.
20. DRAFTING AMBIGUITIES.
Grantee understands and is aware that it has the right to be advised by counsel with respect to the
negotiations, terms and conditions of this Agreement, and that the decision to seek advice of counsel is
the sole responsibility of Grantee. The Parties negotiated this Agreement with the opportunity to receive
the aid of counsel and, accordingly, intend this Agreement to be construed fairly, according to its terms,
in plain English, without constructive presumptions against the drafting Party.
21. SIGNING AUTHORITY.
The representative for each Party signing on behalf of a corporation, partnership, joint venture or
governmental entity hereby declares that authority has been obtained to sign on behalf of the
corporation, partnership, joint venture, or entity and agrees to hold the other Party or Parties hereto
harmless if it is later determined that such authority does not exist.
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GRANTEE, San Diego Opera Association, CITY OF CARLSBAD,
David Bennett, Joann Clark General As Authorized by the City Manager
If required by City, proper notary acknowledgment of execution by Grantee must be attached. If a
Corporation, Agreement must be signed by one corporate officer from each of the following two groups.
*Group A. **Group B.
Chairman, Secretary,
President, or Assistant Secretary,
Vice-President CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under
corporate seal empowering the officer(s) signing to bind the corporation.
APPROVED AS TO FORM:
For CINDIE K. McMAHON, City Attorney
By: ____________________________
Tim Lyons, Assistant City Attorney
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EXHIBIT “A”
Scope of Grant Agreement
The Arts Commission approved the Fiscal Year 2026-27 Community Arts Grants funding plan, which will
be distributed to grantees as passed, approved, and adopted at a regular meeting on June 4, 2026, Arts
Commission Resolution No. 2026-001.
• Fiscal Year 2026-27 Community Arts Grants Guidelines
• Approved Community Arts Grants 2026-27 Application
Sample Community Arts Grant 2026-27 Final Report
• Final Report shall be submitted online through Foundant: Grantlife Manager
The following documents will be provided upon request:
• Community Arts Grants 2026-27 – Project Budget Information
• Community Arts Grants 2026-27 – Revised Project Form
• Community Arts Grants 2026-27 – Revised Project Budget Information
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FISCAL YEAR 2026-27
COMMUNITY ARTS
GRANTS GUIDELINES
WELCOME
The City of Carlsbad Cultural Arts Office serves to encourage, develop and facilitate an enriched environment of artistic,
creative and cultural activity in the City of Carlsbad and the North San Diego County region. The Cultural Arts Office manages
funding programs to provide financial support to organizations, schools and individuals for various projects through a
competitive application and review process. These projects benefit the community through an array of activities for schools,
artists and organizations. The Community Arts Grants program was identified for continued and increasing support by the
Carlsbad City Council through the 2018 Arts & Culture Master Plan.
The City of Carlsbad’s Community Arts Grants program supports quality arts and cultural programming that promotes the representation and participation of diverse groups of individuals, including and not limited to people of differing abilities,
class, generations, ethnicities and races, gender identities, religious or spiritual beliefs, sexual orientations, or veteran status.
Our mission supports the following values:
•Provide inclusive opportunities for arts & culture experiences for Carlsbad students and residents
reducing/eliminating barriers for participation.
•Provide arts education and lifelong learning opportunities for all ages.
•Support local and regional arts organizations as an important component of the economy and quality of life in
Carlsbad and North San Diego County.
•Support arts education in schools and through affiliated organizations.
•Develop and support organizational strength and capacity of Carlsbad arts organizations.
•Encourage new and emerging artists, arts organizations and programs in Carlsbad, CA.
•Celebrate Carlsbad as an exciting, vibrant and creative destination for residents and visitors alike.
•Acknowledge indigenous land and cultural awareness in the Carlsbad community.
FISCAL YEAR 2026-27 OVERVIEW
The updated FY 2026-27 guidelines reflect national grantmaking trends and best practices and support funding for artists and
arts organizations in Carlsbad and surrounding areas. Guidelines were approved by the City of Carlsbad’s Arts Commission on
Feb. 5, 2026.
Total funding available for the FY 2026-27 cycle is $117,128. All final reports are due within 30 days of the completion of the
event or Friday, Oct. 1, 2027 whichever comes first. The first 80% of all funds awarded will be disbursed after agreements are
executed and by Thursday, Sept. 3, 2026, grant start date; the final 20% once the final report and budget are submitted and
approved.
HEALTH AND SAFETY
Grantees are asked to remain vigilant and informed of health and safety requirements, including mandated protocols as
outlined by state, county, local or other governmental bodies always. Failure to do so may result in cancellation of the
agreement and grant funds.
Important dates for the FY 2026-27 grant cycle application are as follows:
•Applications open: Friday, Feb. 13, 2026
•Applications due: Friday, Mar. 27, 2026 at 11:59 p.m. PST
•Arts Commission Funding Plan review & approval: Thursday, May 7, 2026, subject to change
•Funding cycle begins Thursday, Sept. 3, 2026
•All projects must be completed by Friday, Sept. 3, 2027
•Applications can be accessed online.
EXHIBIT "A"
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UPDATES FOR THIS YEAR
•EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS – ARTS IN SCHOOLS: Award funds within the "Educational
Institutions And Affiliated Groups – Arts In Schools" category will receive a fixed amount divided between all accepted
grantees, with a maximum award of $3,500 per grant.
•EDUCATIONAL INSTITUTIONS APPLICATION LIMIT: There is a cap on the number of applications for Educational
Institutions (Arts in Schools) of (3) three grants per school site. For detailed requirements, please refer to the Arts in
Schools Requirements section.
•GRANT ELIGIBILITY: Applicants currently receiving funding from the City of Carlsbad under an active professional
services agreement or grant other than a Community Arts Grant are ineligible to apply for a Community Arts Grant.
ELIGIBILITY FOR ALL APPLICANTS; IMPORTANT: READ CAREFULLY
All applicants, including fiscal agents and school-affiliated groups, must comply with the following:
•Nonprofit Status: Applicants must be recognized as nonprofit, tax-exempt organizations by the Internal Revenue
Service (IRS) or the California State Franchise Tax Board. A complete Statement of Information should be on file with
the California Secretary of State. This statement should be filed within the first 90 (ninety) days of incorporation and
updated in accordance with state law.
•Tax Identification: Applicants must provide their Federal Employer Identification Number (FEIN) from the IRS.
Information will be checked through GuideStar’s Charity Check.
•PLEASE NOTE: all organizations, including schools, must submit the names and contact information for the authorized
signatories. Applications that do not identify the correct signatories for an organization or school will not be accepted.
•Specific exemptions for Educational Institutions: Educational institutions are exempt from the need for tax-exempt
status under Section 501(c)(3) but are still eligible to apply.
•Partnership Projects: For projects involving partnerships, only one (1) application is allowed. If a school partners with
an arts organization or artist, a signed agreement between the parties is required, with the school as the lead
applicant.
•Must not be currently receiving funding from the City of Carlsbad under an active professional services agreement or
grant other than a Community Arts Grant.
APPLICATION PROCESS
When applying, organizations must ensure the following:
•Proof of nonprofit status: Provide evidence of nonprofit status or details of a fiscal agent.
•Statement of Information: Submit a current California Statement of Information reflecting Active Status, along with a
list of Authorized Signatories, their signing authority, and the type of authority (individual or joint).
GUIDELINE APPENDICES
•Appendix 1 – Frequently Asked Questions (FAQ’s)
•Appendix 2 – Ineligible Organizations and Activities
FISCAL YEAR 2026-27 FUNDING CATEGORIES
Funding is structured by the classification of each organization, then according to available categories. Applicants may only
apply to one category per grant cycle:
•Arts Organizations or Fiscal Agents of Organizations - $7,500 maximum award per grant
•Emerging Arts Organizations - $5,000 maximum award per grant
•Educational Institutions and Affiliated Groups (Arts in Schools) - $3,500 maximum award per grant. Three (3) grants
maximum per school site per year.
EXHIBIT "A"
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ARTS ORGANIZATIONS
•Arts organizations must be registered 501(c)(3) nonprofit organizations for at least three (3) years as of Jan. 1, 2026.
•Applicants may only submit one (1) application per funding cycle and cannot apply to multiple categories.
•Arts organizations grants - $7,500 maximum award per grant.
•All arts projects require the participation of a professional artist or an outside subject matter expert.
•Arts projects will be defined as programs, activities, and events primarily designed to be arts focused. These projects may
be presented in person, or virtually if any government issued health mandates are in effect.
•Arts project grants awards must be used for specific art project support and cannot be used for general operating support.
EMERGING ARTS ORGANIZATIONS
•Emerging arts organization must be based in Carlsbad, CA.
•These grants are for smaller nonprofit organizations that are relatively new to the nonprofit community.
•Emerging arts organizations - $5,000 maximum award per grant.
•Must have a nonprofit 501(c)(3) status of three (3) years or less.
o If 501(c)(3) status has not yet been attained, please provide proof of acting in alignment with the IRS definition of a
nonprofit: possessing a nonprofit established mission, an advisory committee or a board of directors, and a history of
activities directly related to the purpose of eligibility to attain nonprofit status.
o Additionally, emerging arts organizations aspiring to a nonprofit status must apply through a fiscal agent.
o Fiscal agents will be responsible for receiving awarded funds and dispersing them with a service fee of no more than
10% of the amount awarded to the applicant.
•Projects must take place within Carlsbad, CA city limits and be accessible to the public, and benefit the community of
Carlsbad.
•Projects must be representative of at least one (1) of the following mediums/forms of artistic expression:
o Dance
o Original music composition/lyrics
o Spoken word/poetry
o Visual Arts that utilize sustainable or recycled materials
FISCAL AGENT REQUIREMENTS
o Individuals or organizations in the process of applying for nonprofit status may apply through a fiscal agent.
o Any partnership between an individual, educational institution or organization must include a letter of agreement from
the partnering entities.
o Fiscal agents will be responsible for receiving awarded funds and dispersing them with a service fee of no more than
10% of the amount awarded to the applicant.
o Organizations that act as fiscal agents are still eligible to apply for a Community Arts Grants for their organization.
EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS – ARTS IN SCHOOLS
•Arts in Schools requests are only available to nonprofit schools or school-affiliated groups in Carlsbad, CA.
•Arts in Schools are defined as programs, activities, and events that are primarily designed to be arts focused.
•Arts in Schools grants - $3,500 maximum award per grant with a maximum of three (3) grants per school site per year.
•Individual schools and entities representing a school (such as foundations, booster organizations etc.) can submit a
maximum of three (3) grant applications from the categories below. See FAQ’s for further information on acceptable
categories:
o Performing arts
o Visual arts
o Nontraditional arts, such as culinary, digital, creative writing, etc.
o STEAM projects with a focus on the arts
o Arts initiatives focused on arts careers and development of arts skills. Can include arts management, non-performance
skills such as design, costuming, stagecraft, career talks or coaching by subject matter experts
o All three (3) submissions cannot be from a single art form within a category. (e.g. three dance projects in performingarts)
•In-school grant projects utilizing teaching artists as part of the grant may not use a full-time hourly or salaried employee(s)
of the respective school district to lead activities, performances, or projects; however, they may utilize teaching artists
employed by other school districts.
o Out-of-school programs utilizing teaching artists as part of the grant may utilize teaching artists that are employed by
any school district.
EXHIBIT "A"
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•All partnerships must include a signed letter of agreement from the partnering entities.
APPLICANT INFORMATION
FY 2026-27 Grant Cycle Schedule
Feb. 13, 2026 Applications Open
Feb. 18, 2026 Applicant Workshop virtual.
Feb. 18 - Feb. 27, 2026 Technical assistance meetings available by appointment
Mar. 27, 2026 Application Deadline: applications must be submitted electronically to City by 11:59 p.m.
Mar. 30 – Apr. 17, 2026 Submitted materials are reviewed and scored by a peer panel consisting of local and regional artists,
arts professionals, and educators
May 7, 2026 Funding plan presented to Arts Commission for review and approval
June 4 – July 3, 2026 Begin email notifications to Grantees of award and City create and route DocuSign agreements for
electronic signatures.
Sept. 3, 2026 Project/activity period opens.
Sept. 3, 2027 Project/activity period closes.
Oct. 1, 2027 All FY 2026-27 Final Reports are due. Grantees complete a Final Report within thirty (30) days of the
program end date or by Oct. 1, 2027, whichever comes first.
APPLICANT WORKSHOPS AND ONE-ON-ONE APPOINTMENTS
Application information and links, including online tutorials, will be available on the Community Arts Grants application portal. The
following resources will be available for applicants in the fiscal year 2026-27 cycle:
•The Applicant Workshop will include a general overview of the grant process, application and procedures.
New applicants are required to attend.
•Technical Assistance Meetings – Applicants may schedule a 30-minute appointment with grant program staff to answer
questions about the process, application or other topics. These appointments will be dependent on staff capacity and
availability. Applicants are required to attend the Applicant Workshop prior to the appointment. To schedule a one-on-one
appointment, please contact Program Manager Krystal Roa:
o Email: krystal.roa@carlsbadca.gov
o (442) 339-5611 (office) | (442) 245-0502 (mobile)
•Please note that staff will review applications for effective and impactful delivery of information and ensure completeness
and clarity of the information supplied. Staff will not provide feedback on content, programming, or other project details.
PANEL REVIEW AND SCORING OF APPLICATIONS
Submitted applications are reviewed and scored by a virtual peer panel of local and regional artists, arts professionals, and
educators. The panelists’ scoring will inform a funding plan for review and final approval by the Carlsbad Arts Commission.
SCORING RUBRIC FOR ALL CATEGORIES (EXCEPT EMERGING ARTISTS)
Application scores will be based on the following criteria aligned with the Community Arts Grants mission. Panelists will be asked to
undertake the following scoring recommendations and directives:
•Panelists will score applications on how closely the project(s) achieve the goals of the respective grant category.
•Panelists may be asked to convene to discuss the application’s merits.
•Award amounts are determined via a formula that takes into consideration the total amount of available funds, the average
scores of the applicants, and an assigned percentage based on those scores.
The scoring of applications will be based on the following criteria, with a maximum score of 50 points. The examples provided are for
informational purposes only and are not meant to be exhaustive:
•Quality of Program(s) (10 points)
o Reinforce accessible artistic and cultural opportunities and experiences for Carlsbad residents.
o Provide arts education and lifelong learning opportunities for all ages.
•Community Impact (30 points)
o Celebrate and promote Carlsbad as an exciting, vibrant, and creative destination for our community, students, as well
as visitors and tourists throughout the world.
o Support local and regional arts and cultural organizations as an important component of the economy and quality of
life in Carlsbad and North San Diego County.
o Accessibility of program for participants and audience members, including economic limitations under the Americans
EXHIBIT "A"
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with Disabilities Act.
•Encouragement of programs that promote the representation and participation of diverse groups of individuals, including
and not limited to people of differing abilities, class, generations, ethnicities and races, gender identities, religious or
spiritual beliefs, sexual orientations and veteran status.
•Organizational Capacity (10 points)
o Provide evidence of organizational strength and capacity to support the scope of the project/activity.
OTHER REVIEW AND SCORING INFORMATION
•Cultural Arts Office staff will review applications after the deadline.
•Applications deemed eligible will be forwarded to scoring panelists and reviewed within the context of the project or
program as outlined in the application.
•Incomplete applications, or applications with incorrect information, will be deemed ineligible.
AGREEMENT REQUIREMENTS FOR GRANTEES
Upon approval of your application:
•Legal Agreement with the City of Carlsbad: To proceed with your project, you must first enter into a legal agreement with
the City of Carlsbad. City will route the agreement using DocuSign to obtain secure electronic signatures, and the
commencement of your project is contingent upon the execution of this agreement.
•Non-Profit Corporation Signing Authorities: All agreements MUST be signed by two officers listed on the Statement of
Information filed with the California Secretary of State for your organization (or as listed on the most recent board roster).
These officers should be those who are authorized to enter into legally binding agreements on behalf of your organization,
such as CEO, CFO, Treasurer, Secretary.
One corporate officer from each of the following groups must sign the agreement:
Group A Group B
or
or
Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal
empowering the officer(s) signing to bind the corporation.
You can verify your status with the California Secretary of State and see the officers listed on the Statement of Information at this
website: Search | California Secretary of State. Further documentation of signature authorization will be requested if the most
recent Statement of Information has not been filed.
Specific Entity Requirements:
o Fiscal Agents: The agreement must be signed by two officers from the fiscal agent’s organization, as per organization’s
Statement of Information.
o Educational Institutions: A Signature Delegation Form must be completed by the school principal and a district
representative (e.g., Assistant Superintendent).
o School-Affiliated Groups (i.e., school booster groups): Follow the same signature requirements as nonprofit
organizations.
IMPORTANT NOTE: Applicants who have been granted funding in previous cycles must meet all requirements from those past
agreements before they are eligible to receive a new agreement for the FY 2026-27 cycle.
FINANCIAL MANAGEMENT
Grant recipients are required to maintain three (3) years of accounts, records and evidence pertaining to costs incurred and
revenues acquired under the respective grant program. Grantees should be able to provide upon request:
•Accurate, current and complete disclosure of revenue and expenses for the project.
•Records that adequately identify the sources and application of funds for grant sponsored activities.
•Accounting records supported by source documentation – invoices, receipts, bank statements, etc.
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•All awardees must provide documents within thirty (30) days of receipt of request. This includes but is not limited to
agreements, revised project forms, final reports, and financial accounting.
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PUBLIC ACKNOWLEDGEMENT
•Grant recipients must acknowledge the Cultural Arts Office for its support of the project in printed, electronic and/or
broadcast promotions.
•The following acknowledgment along with a City of Carlsbad Cultural Arts logo must appear on all printed and electronic
materials: “This program is funded in part by the City of Carlsbad’s Cultural Arts Office.” This logo and guidelines for
acknowledgment are available on the Community Arts Grants webpage or upon request.
•Grantees who fail to provide public acknowledgment may be denied future project funding.
PROMOTION BY CITY
•Grantees are required to keep the Cultural Arts Office informed of all program dates and times.
•If the grantee wishes to participate in promotion through approved city channels, they may opt-in as part of the agreement.
All participation in promotion through the city’s social media channels and other outlets, is subject to staff review, editing
and approval prior to promotion.
•Grantees are encouraged and expected to:
o Give notifications and invitations to the Cultural Arts Office staff that will be extended to the Carlsbad Arts Commission
at least two (2) weeks in advance of program.
o Extensively promote funded events and projects with appropriate verbiage as indicated in “Public Acknowledgement”
stipulated above.
FINAL REPORTS, SITE VISITS AND PROGRAM ATTENDANCE
The Cultural Arts staff may monitor grant projects during the grant cycle, including potential site visits. The reports of these visits will
be included in grant application files and may provide a basis for evaluation of future requests.
Grantees will have an option to replace digitally submitted final reports with in-person site visits and/or interviews. Pending any
health and safety mandates and protocols as outlined by state, county, local or other governmental bodies, these site visits/
interviews may be conducted by Cultural Arts staff and/or Arts Commissioner(s), as available, and appropriate to each grant.
Grantees may still opt to submit on-line final reports in consultation with staff. In all cases, grantees will still be required to submit
final budget forms digitally for staff review and approval.
All final reports are due within thirty (30) days of the completion of the event or Friday, Oct. 1, 2027, whichever comes first, to
receive the final award payment. Excessively late submission of a final report may result in action taken per contract.
ASSISTANCE
Cultural Arts Office staff are always available to assist applicants. Please contact Cultural Arts office at 442-339-2090
or email arts@carlsbadca.gov.
POLICIES
•Once submitted, applications may be moved into a different category at the discretion of Cultural Arts staff. Notification will
be made to the applicant.
•The City of Carlsbad reserves the right to limit funding amounts to any applicant, regardless of eligibility or panel score,
based on fiscal year limitations.
•Cultural Arts Office staff actively review and evaluate all aspects of the funding program and process. Updates may occur
throughout the funding calendar. Cultural Arts staff will provide information on program updates, to all grantees when they
are implemented.
•Any significant changes or amendments by the grantee to approved projects must be submitted in writing to the Cultural
Arts Office by the grantee before any grant funds are used, and before the execution of any altered activity. This includes,
but is not limited to, changes in purpose, scope, services, target audiences, intended timeline, personnel, location, date,
activities, or budget. This requirement will be included in the agreement.
•The Cultural Arts Office reserves the right to review, cancel or reallocate project funds significantly altered or shifted from
stated goals in the original approved application and/or revised project form. Canceled funds must be returned to the
Cultural Arts Office within thirty (30) days of written notification.
•No two (2) entities (organization or school/affiliated groups) may apply for funding for the same project.
•Applicants may only apply to one (1) category per funding cycle.
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OTHER INFORMATION
Carlsbad Arts Commission Meetings:
Carlsbad Arts Commission meetings are public, and information is available on the city website. A meeting is scheduled for
Thursday, May 7, 2026, to approve the FY 2026-27 Community Arts Grants Funding Plan. For more information about the duties of
the Carlsbad Arts Commission and its meetings, visit the Arts Commission webpage.
HOW TO APPLY
Application
All applications must be submitted online. The application is comprised of approximately five (5) main sections, some of which
include long answer sections and attachments. The application is available at the Community Arts Grants webpage.
•Organization Information: An updated Statement of Information and approved signatories must be submitted for
applications to be accepted.
•Project Information and Narrative
•Project Support Information
•Budget: A budget form and sample can be found at the Community Arts Grants webpage.
•Signatory Information as described in the section titled “Agreement Requirements for Grantees.”
APPENDIX 1: COMMUNITY ARTS GRANTS FAQ’S
Are there any organizations that are ineligible to receive Community Arts Grant funding?
Yes. For-profit organizations are ineligible to receive funding through the Community Arts Grants program. This includes for-profit
schools and businesses.
Can I apply to more than one category?
No. Unlike previous grant cycles, artists and organizations may only apply to one (1) category per fiscal year grant cycle.
What projects are eligible for the Emerging Arts Organization category?
Projects must be representative of at least one (1) of the following mediums/forms of artistic expression:
o Dance
o Original music composition/lyrics
o Spoken word/poetry
o Visual Arts using sustainable or recycled materials
o Ethnic or indigenous art forms
o Digital art forms such as film, animation, etc.
What arts organizations qualify to apply in the Emerging Arts Organization category?
•Arts Organization must be based in Carlsbad, CA.
•Must have a nonprofit 501(c)(3) status of three (3) years or less:
•If 501(c)(3) status has not yet been attained, please provide proof of acting in alignment with the IRS definition of a
nonprofit; possessing a nonprofit established mission, an advisory committee or a board of directors, and a history of
activities directly related to the purpose of eligibility to attain a nonprofit status.
•Additionally, emerging arts organizations aspiring to a nonprofit status must apply through a fiscal agent.
Is attendance required for the workshops and information sessions?
Applicant workshop attendance or technical assistance meeting is required for all new applicants, applicants who were denied the
last cycle, and those applying in the Emerging Arts Organization category. Workshop attendance or technical assistance meetings by
returning awardees are highly recommended as an opportunity for staff to guide and assist applicants in the FY 2026-27 Community
Arts Grants application process.
How are final awards decided?
All award amount decisions consider the total amount of funding available, scores from panelists, and the request from the applying
entity. After panelists score, Cultural Arts staff will create a funding plan based on these factors, which is forwarded to the Arts Commission for final approval.
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Can one school site apply for multiple educational institutions (or Arts in Schools) grants?
Yes. Individual schools and entities representing a school (such as foundations, booster organizations etc.) can submit a maximum of
three (3) grant applications per educational institution amongst the list below; all three (3) submissions cannot be from a single
medium.
Examples of acceptable mediums:
•Performing arts
•Visual arts
•Nontraditional arts, such as culinary, digital, creative writing, etc.
•STEAM projects with a focus on the arts
•Arts initiatives focused on arts careers and development of arts skills. Can include arts management, non-performance skills
such as design, costuming, stagecraft, career talks or coaching by subject matter experts
•All three (3) submissions cannot be from a single art form within a category. (e.g. three dance projects in performing arts)
APPENDIX 2: INELIGIBLE ORGANIZATIONS AND ACTIVITIES
The City of Carlsbad will NOT award Community Arts Grants to:
•For-profit organizations, schools, and businesses.
•Organizations and/or affiliates that are directly or indirectly participating in, or intervening in, any political campaign on
behalf of (or in opposition to) any candidate for public office.
•Governmental agencies or public authorities.
•Applicants that have a “delinquent” status with the Community Arts Grants funding programs.
•Retroactive funding for completed activities.
•Religious and/or sectarian programming or any programming and/or services solely for the promotion of or consumption by
a specific religious order and/or sect.
•Cash reserves or endowments of any kind. Awards are to be expended within the designated funding period.
•Capital expenditures, including construction, renovation, or purchase of real property.
•Applications that do not support nonprofit, public art activities or projects that benefit a for-profit business or activity.
•Projects through a fiscal sponsor that benefit the sponsoring organization or are an extension of the sponsoring
organization’s programs or services.
•Support groups and/or nonprofit organizations supporting city departments or facilities.
•General operating costs, including costs associated with the start-up of a new organization.
•Applications to reduce existing deficits.
•Applicants currently receiving funding from the City of Carlsbad under an active professional services agreement or grant
other than a Community Arts Grant.
Funding may NOT be used for:
•Fundraising expenses.
•Consultants who are members of an applicant’s staff or board.
•Political campaigns or lobbying activities.
•Payments to students.
•Endowments or endowment campaigns.
•Scholarships, fellowships or tuition assistance.
•Costs incurred before the start of the funded project or outside the funding period.
•Project or activities outside the City of Carlsbad limits.
•Entry fees for competitions or sponsorship fees.
•Pageants, fund-raising events, or hospitality costs.
•Private foundations or other re-granting organizations.
•Religious or doctrinal purposes, although faith-based organizations may apply for program support.
•Publication of manuscripts or compositions not created as part of a grant-supported project.
•Purchase of monetary awards, cash prizes, contributions, or donations.
•Professional development for staff and board members.
•Scholarly or academic research, tuition and activities which generate academic credit or formal study toward an academic
or professional degree.
•Creation of textbooks.
•Ongoing, recurring administrative expenses.
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Llewellyn Crain San Diego Opera Association
Printed On: 15 June 2026
Fiscal Year 2026-27: Arts Projects for Arts
Organizations 1
Opera Playground
Fiscal Year 2026-27: Arts Projects for Arts
Organizations
San Diego Opera Association
David Bennett
233 A Street
Suite 500
San Diego, CA 92101
grants@sdopera.org
O: 619-232-7636
Llewellyn Crain
233 A Street
Suite 500
San Diego, CA 92101
grants@sdopera.org
O: 619-533-7046
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Fiscal Year 2026-27: Arts Projects for Arts
Organizations 2
Application Form
Application Verification
Application Type Verification:*
This application is for Arts Organizations applying for the Arts Project category. If you are looking for other
funding opportunities, please click on the "Apply" button in the blue bar on the top of this screen.
Applicants may only submit one application per category per funding cycle.
I verify that this is the application for the Arts Projects for Arts Organizations category.
Guidelines & Eligibility Requirements Review Confirmation:*
Please be sure to review the Community Arts Grants Guidelines and eligibility requirements prior to submitting a
grant application. A summary of the eligibility requirements is also provided on the application homepage.
I have reviewed the Community Arts Grants Guidelines and the eligibility requirements.
Fiscal Sponsor Role
As an Arts Organization, would you be interested in acting as a Fiscal Sponsor for individual artists to apply for
future Community Arts Grants? This would not impact your own organization's ability to apply for funding. If you
check yes, Cultural Arts Office staff will reach out with more information. We appreciate your support of individual
artists! (OPTIONAL)
All applicants that wish to collaborate with others to complete this grant application may use the
"collaborator" button on the top right section of this page (instructions below.):
Collaborator feature
Video Tutorial (2 minutes long)
*If applicable, please note that some data from the applying organization's GuideStar profile may be pre-
populated (copied) into the corresponding GuideStar questions on this application form. You may do so by clicking
on the "Copy GuideStar" profile button on the top right section of this page (next to the "Collaborator" button) and
selecting what you would like to pre-populate. Note that you will have the ability to edit your pre-populated
information.
Organization Information
•Arts Organizations must be registered 501(c)(3) nonprofit organizations established for at least 3 years as
of January 1, 2026
•Applicants may only submit one application per funding cycle and cannot apply to multiple categories
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Past Funding*
Has your organization received funding from the City of Carlsbad's Community Arts Grants program in the past?
No
Are you an individual artist applying through a fiscal agent?*
No
Primary Organization Name
Name as shown on an IRS letter of determination.
San Diego Opera Association
DBA (if applicable)
San Diego Opera
Organization Website
http://WWW.SDOPERA.ORG
Organization Mission Statement:
Please provide your organization's mission statement. If you have a GuideStar profile, you may copy and paste
your organization's GuideStar mission statement or provide another version here. If you are an individual artist,
use this section to give us an idea of your mission/vision as an artist.
The mission of San Diego Opera is to deliver exceptional performances and exciting, accessible programs to
diverse audiences, focusing on community partnerships and the transformative and expressive power of the
human voice.
Organization (or Fiscal Agent) Signatory Information
Board Roster:*
Please upload your organization's roster of board members and ensure the document includes names, titles,
organization/business affiliation and areas of expertise. Alternatively, we will also accept the most recent board
meeting minutes that includes the board roster.
San Diego Opera_2026 Board of Directors Affiliations and Bios.pdf
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Organizations 4
IRS Letter of Determination*
An IRS letter of determination confirms an organization's tax-exempt status, particularly under section 501(c)(3),
and is essential for nonprofits to operate and receive donations.
Please upload the IRS Letter of Determination that is associated with the organization with the 501(c)3 status.
San Diego Opera_Tax Exempt Status.pdf
Statement of Information*
Attach your current Statement of Information filed with the California Secretary of State for your organization.
You can verify your status with the California Secretary of State and see the officers listed on the Statement of
Information at this website: Search | California Secretary of State
If you do not have this, the organization must attach a resolution certified by the secretary or assistant secretary
under corporate seal empowering the officer(s) signing to bind the corporation.
San Diego Opera_Statement of Information.pdf
Please list the names and organizational titles of the two (2) officers listed on the Statement of Information filed
with the California Secretary of State for your organization (or listed on the most recent board roster.) These are
officers who are authorized to enter into legally binding agreements on behalf of your organization (i.e. CEO, CFO,
Treasurer, Secretary.)
One corporate officer from each of the following groups must sign the agreement:
Group A Group B
Chairman, Secretary,
President, or Assistant Secretary,
Vice-President CFO or Assistant Treasurer
GROUP A SIGNATOR: First & Last Name (i.e. Mary Wilson):*
David Bennett
GROUP A SIGNATOR: Organizational Title (i.e. CEO):*
Joann Clark General Director and CEO
GROUP A SIGNATOR: Email address:*
David.Bennett@sdopera.org
GROUP B SIGNATOR: First and Last Name (i.e. Luke Wilson):*
Ricardo Camberos
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Fiscal Year 2026-27: Arts Projects for Arts
Organizations 5
GROUP B SIGNATOR: Organizational Title (i.e. Secretary):*
Chief Financial Officer
GROUP B SIGNATOR: Email Address:*
Ricardo.Camberos@sdopera.org
Project Information and Narrative
•Projects must take place in Carlsbad, be accessible to the public and benefit the community of Carlsbad
•All arts projects/activities require the participation of an artist or subject matter expert
•Arts Project grants have a maximum award of $7,500 ( Note: those applying in Emerging Arts Organization
category have a maximum award of $5,000)
Project Name:*
Please provide us with the name of the arts project.
Opera Playground
Project Summary:*
Please provide us with a brief summary of your project, no more than 1-2 sentences. This section will be shared
with the public.
San Diego Opera presents Opera Playground, a family-friendly recital series that incorporates music-focused
crafts, a singing workshop, and live performances by renowned opera singers. Geared towards children ages
four to eleven, the events, held at the Carlsbad City Library and the Museum of Making Music, invite Carlsbad
families to play, laugh, and connect through the power of opera.
Project Start Date:*
Please note that project start date must be on or after September 3, 2026.
09/03/2026
Project End Date:*
Please note that the project end date must be on or before September 3, 2027.
09/03/2027
Docusign Envelope ID: B2DD5E04-AE33-846C-83C3-19DADB392EA8
Llewellyn Crain San Diego Opera Association
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Fiscal Year 2026-27: Arts Projects for Arts
Organizations 6
Project Details:*
This section will be used for evaluation. Please provide as much detail regarding your project. Including the
following details, but not limited to:
•Event date(s), time and location(s)
•Partnership / Artists
•Anticipated Skills Learned
San Diego Opera proposes a family recital series, Opera Playground, to be presented at the Carlsbad City
Library and the Museum of Making Music in fall 2026 (exact date TBD). Designed for children ages 4–11 and
their families, the programs will feature:
1) Two hands-on craft stations staffed by San Diego Opera teaching artists. Crafts will be themed around
opera and music, such as creating simple instruments and decorating opera masks.
2) An engaging, age-appropriate vocal workshop, also led by teaching artists. Audience members will be
invited to participate in guided vocal exercises, learning the fundamentals of breath support, resonance, and
projection.
3) Live performances by San Diego Opera's accomplished opera artists. Family-friendly arias and duets will
be presented in an intimate, informal setting that invites curiosity and play.
Participants will learn creative expression and singing skills and will build positive associations with music
and the arts.
Amount Requested:*
This is the amount your organization is requesting from the City of Carlsbad's Cultural Arts Grants. Please note that
the maximum funding amount request is $7,500 for one-year arts projects.
$7,500.00
Participants:*
Total number of expected participants for this project (i.e. artists, coordinators, directors.)
7
Audience:*
Total number of expected audience attendance for this project.
200
Previous Project Success:
If your organization has completed a similar project, please provide details of the project and why it was
successful.
San Diego Opera has successfully implemented a range of similar projects, including multiple events serving
children and families. We have participated in Qualcomm’s “QKids Day” events and have performed engaging
recitals for all ages in libraries and community centers throughout San Diego County.
Docusign Envelope ID: B2DD5E04-AE33-846C-83C3-19DADB392EA8
Llewellyn Crain San Diego Opera Association
Printed On: 15 June 2026
Fiscal Year 2026-27: Arts Projects for Arts
Organizations 7
We have extensive experience making opera fun and accessible for children through our flagship learning and
engagement programs, Words & Music and Student Night at the Opera. Words & Music engages students in
creating and performing original operas. The program brings opera to life in the classroom, guiding students
through the meaningful process of writing, rehearsing, and performing their own works.
Student Night at the Opera invites students from across San Diego County to attend final dress rehearsals of
mainstage productions. Teachers and group leaders receive study guides that integrate opera into the core
curriculum and make the performance engaging and accessible.
We have also hosted multiple Community Concerts geared towards families. This includes our December
2025 concert series, “Making Merry,” which featured festive holiday classics, arias, and duets that could be
enjoyed by children and adults.
These programs thrive because they prioritize age-appropriate arts instruction, learning through self-
expression, and the beauty of live opera. They also combine intentional outreach strategies and community
partnerships that help us reach our target populations.
Project Distinction:
What makes this project distinctive?
Unlike a standard concert or recital, Opera Playground integrates three distinct but complementary
elements—hands-on crafts, participatory vocal instruction, and live performance—into a single event.
Children and families are not passive observers but active participants. Whether crafting a simple instrument,
decorating an opera mask, or practicing breath support alongside a professional teaching artist, participants
engage with music and the performing arts through multiple entry points. This multi-modal design reflects
current best practices in arts education and ensures that children of varying learning styles and abilities can
meaningfully connect with the content.
Moreover, opera is often perceived as formal or inaccessible, particularly for those with no prior exposure.
This program directly challenges that perception by bringing live opera performance into community spaces:
the Carlsbad City Library and the Museum of Making Music. By presenting accomplished San Diego Opera
artists in intimate, informal settings designed for curiosity and play, the series transforms opera from an
intimidating art form into an inviting shared experience.
Importantly, the program is not designed for children alone—it creates shared experiences that families can
reflect and build upon together long after the event concludes. By engaging caregivers alongside children, the
program deepens its impact and helps cultivate lasting arts engagement habits for Carlsbad families.
Project Goals:
What are the goals (outputs and/or outcomes) of the project? How will you measure your goals?
The overall goal of Opera Playground is to provide an accessible, interactive arts experience that encourages
creativity and participation in the performing arts while introducing families with young children to the joy of
live opera.
Intended outcomes include strengthened family engagement with the arts, positive associations with music,
and a welcoming, fun entry point to opera for Carlsbad families. By combining interactive learning with live
performance, the program aims to demonstrate that opera is an expressive and accessible art form for
everyone.
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Llewellyn Crain San Diego Opera Association
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Fiscal Year 2026-27: Arts Projects for Arts
Organizations 8
Success will be measured through attendance counts, participation levels at the craft and vocal activity
stations, and audience feedback collected through comment cards and a short post-event survey for parents
and caregivers. Feedback will help assess participant enjoyment, learning outcomes, and interest in attending
similar arts programming in the future.
Target Population:
Who is your target population and why? How will you reach them?
Our target population is Carlsbad families with children between the ages of four to eleven. While program
activities will be geared towards elementary aged children, we have intentionally designed the program to be
inclusive, accessible, and enjoyable for family members of all ages. We chose this population because early,
outside-of-school exposure to the arts can support social-emotional development and positive approaches to
learning. By reaching children during their formative years—alongside their families—we create shared arts
experiences that extend well beyond a single event.
We aim to reach our target population through strategic marketing and outreach efforts, including
advertising the program at local library branches and community spaces. Outreach will include bilingual
flyers (English and Spanish), digital promotion through San Diego Opera's social media and email list, and
coordination with Carlsbad Unified School District to distribute event information through school family
communications. We will also promote the program at the Museum of Making Music and through their
advertising channels. Events will be held during weekends to maximize accessibility for working families.
Project Partnerships:
If applicable, please provide names and brief descriptions of roles for any partners in this project. This would
include any organizations, artists or individuals involved in your project that are not employed or affiliated with the
applying organization.
Each season, San Diego Opera contracts six to ten professional teaching artists who facilitate our youth
learning and engagement programs. Depending on teaching artist availability and areas of expertise, we will
select three teaching artists from our season roster to facilitate Opera Playground. Biographies for all current
teaching artists are attached below.
Opera singers for the program will be contracted closer to the event dates.
Partner Resumes:
If applicable, you may upload any resumes of teaching artists, artists or any other partners in the proposed project
here. Please consolidate into one PDF if possible.
Contact the Cultural Arts department at arts@carlsbadca.gov should you need assistance.
San Diego Opera_2026 Teaching Artist Roster.pdf
Organization Changes/Challenges/Circumstances:
What special circumstances, challenges or changes have affected your organization? What impact has this had on
your organization?
Docusign Envelope ID: B2DD5E04-AE33-846C-83C3-19DADB392EA8
Llewellyn Crain San Diego Opera Association
Printed On: 15 June 2026
Fiscal Year 2026-27: Arts Projects for Arts
Organizations 9
Project Support Information
You may upload support information in this section.
Contact the Cultural Arts department at arts@carlsbadca.gov should you need assistance.
Materials Upload (OPTIONAL, but recommended):
Please upload any marketing materials, images and/or files that would provide more information about your
project.
San Diego Opera_Past Program Success_v2.pdf
Videos Upload (OPTIONAL):
Please provide us with a host website link for all videos relevant to the project.
https://www.youtube.com/@SanDiegoOpera/videos
Videos Upload (OPTIONAL)
If you do not have a URL that hosts your videos, you may upload it here.
Additional Materials:
You may upload any other additional supplemental materials you wish to provide here (i.e. letters of support from
partnering organization(s) that is essential to your project.)
Budget Information
You may upload budget support information in this section. Please consolidate into one PDF if possible.
Contact the Cultural Arts office at arts@carlsbadca.gov should you need assistance.
Total Project Budget
$9,643.00
Project Budget Form:*
Download a Community Arts Grants budget form and complete the "Projected" column. Save your completed file
as a PDF and upload your project budget form here. Make sure costs tie in with your project narrative. * PLEASE
USE COMMUNITY ARTS GRANT BUDGET FORM ONLY. Budget forms are available on the Cultural Arts Community
Arts Grants webpage. Please contact the Cultural Arts office at arts@carlsbadca.gov should you need assistance.
San Diego Opera_2026-27 Community Arts Grants Budget Form.pdf
Organizational Budget:*
Please upload a current organizational budget.
Docusign Envelope ID: B2DD5E04-AE33-846C-83C3-19DADB392EA8
Llewellyn Crain San Diego Opera Association
Printed On: 15 June 2026
Fiscal Year 2026-27: Arts Projects for Arts
Organizations 10
San Diego Opera_FY25 P&L Pre-Audit.pdf
Audited Financials:*
Please upload your organization's most recent completed short form 990s.
San Diego Opera_2024 990.pdf
Application Submission
Application Submission:
Note: Once you submit your application, you cannot edit the form. Please review your answers before
submitting
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03/24/2026
Docusign Envelope ID: B2DD5E04-AE33-846C-83C3-19DADB392EA8
Llewellyn Crain San Diego Opera Association
Printed On: 15 June 2026
Fiscal Year 2026-27: Arts Projects for Arts
Organizations 11
File Attachment Summary
Applicant File Uploads
• San Diego Opera_2026 Board of Directors Affiliations and Bios.pdf
• San Diego Opera_Tax Exempt Status.pdf
• San Diego Opera_Statement of Information.pdf
• San Diego Opera_2026 Teaching Artist Roster.pdf
• San Diego Opera_Past Program Success_v2.pdf
• San Diego Opera_2026-27 Community Arts Grants Budget Form.pdf
• San Diego Opera_FY25 P&L Pre-Audit.pdf
• San Diego Opera_2024 990.pdf
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Board of Directors with Affiliations
2025-2026
as of March 2026
Name of Board Member Affiliation___________________
Sarah B. Marsh-Rebelo, Chair of the Board Community Volunteer
Linda Spuck, President Principal, Linda Spuck Consulting
Karl Hostetler, MD, Executive Vice President Emeritus Prof., School of Medicine, UCSD
Brett McClain, Vice President, Finance Exec. VP, COO/Sharp HealthCare
Clarice Perkins, Secretary and Parliamentarian Community Volunteer
Robin Allgren, MD, PhD, MBA Founder/President Breakthrough BioDevelopment
Joann Clark CEO/Founder, Valhalla Scientific
Joseph Giamonna Retired Attorney, Cooley LLP
Beau Haugh Entrepreneur and Investor
Joan Henkelmann Community Volunteer
Matthew Kilman Deputy Attorney General, State of California
Veronica Leff, MAM Community Volunteer
Ronald Leonardi, PhD Ret. President/CEO, R&R Registrations
Jason Paguio Pres./CEO, Asian Business Association, San Diego
Benjamin Ramirez, MD Abstract Painter and Retired Medical Doctor
Ross Russell Retired Actuarial Consultant, Mercer
Gloria M. Shurman, PhD Clinical Psychologist in Private Practice
Len Simon Attorney, Robbins Geller Rudman & Dowd; Law
Professor
Dale Smith Private Wealth Advisor, US Bank
Mary Lindenstein Walshok, PhD Associate Vice Chancellor/Public Programs and
Dean of Extension, UCSD
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2025-2026 Board of Directors’ Biographies
Updated: March 2026
Officers
Sarah B. Marsh-Rebelo, Chair of the Board
Sarah B. Marsh-Rebelo is a community volunteer and philanthropist. A published poet, her works have appeared in Avocet,
California Anthology of Poets, the San Diego Review, The New Jersey Times, The Foundation for Women Celebration, Perigee
Magazine, San Diego Poetry Annual, Foothill Journal of Poetry, as well as many other publications. She recently completed
her first book of poetry called Over My Shoulder is Sarah. Ms. Marsh-Rebelo is the founder of the Excellence in Poetry Fund
at San Diego State University, which provides scholarships for students. She sits on the board of the San Diego Museum of
Art and is a member of the Point Loma Chapter of Rotary International. She has also served on the Advisory Board of the
Scripps Clinic of Integrative Medicine and was a member of the Armed Services YMCA. Ms. Marsh-Rebelo received a B.A. in
Anthropology from the University of California, San Diego, a Gemological Degree from the Gemological Institute of America,
and an M.F.A. in Creative Writing from San Diego State University.
Linda Spuck, President
Linda Spuck is Principal of Linda Spuck Consulting, which provides planned giving fundraising strategies and strategic
planning in board governance for non-profits and philanthropic planning for individuals and families. She previously served
as Vice President and Personal Trust Administrator at Union Bank. Prior to joining Union Bank, Ms. Spuck served in leadership
positions in several nonprofit organizations, including Director of Development for the San Diego Rescue Mission and the
San Diego Historical Society. Ms. Spuck is active in both local and national community service organizations, and serves on
the Board of Directors of Friends of Balboa Park. In addition, she is the Past President of Junior League of San Diego, and
serves on the University of San Diego’s School of Leadership and Education Sciences Dean’s Advisory Board. A graduate of
Occidental College, Los Angeles, Ms. Spuck earned a B.A. in Music. She is a graduate of the National Planned Giving Institute,
and studied under the legendary planned giving pioneer Robert F. Sharpe. In addition, she is a graduate of Leadership
Lancaster, a program similar to (and affiliated with), LEAD San Diego, as well as the Riordan Volunteer Leadership
Development Program in Los Angeles. Spuck holds the designation of Certified Trust and Financial Advisor (CTFA) from the
Institute of Certified Bankers.
Karl Hostetler, MD, Executive Vice President
Dr. Karl Hostetler is an Emeritus Professor at the School of Medicine at the University of California, San Diego, where he
served as Professor of Medicine from 1984 until 2012. He also worked as the Director of the Endocrinology Clinic and as a
physician at San Diego VA Medical Center for many years. Dr. Hostetler is also the founder of several science and research
companies including Chimerix Inc., Triangle Pharmaceuticals Vical Inc. and Hera Therapeutics. He received a B.A. in Chemistry
from DePauw University, and graduated cum laude. He then received his M.D. from Western Reserve University, School of
Medicine.
Brett McClain, PhD, Vice President, Finance
Mr. McClain is Executive Vice President and Chief Operating Officer, Sharp HealthCare. Mr. McClain has direct accountability
and oversight for the daily and strategic operations of Sharp's four acute care and three specialty hospitals, three medical
groups, ambulatory and clinical service lines, and facilities management and development. His career spans nearly 30 years
of health care management experience in a variety of operational, consulting, and executive
leadership roles overseeing various hospital and medical clinic operations. Prior to Sharp, Mr. McClain worked at San
Francisco-based Dignity Health for 11 years, serving as chief operating officer for Arizona's West and Central markets,
including St. Joseph's Hospital and Medical Center. Mr. McClain has significant experience in medical group operations and
served as both the chief administrative and chief operating officer of Dignity Health Medical Group, as well as actively
engaged in leadership roles for a variety of public and non-profit organizations' operational and strategic committees and
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councils. He has been instrumental in leading growth strategies, large-scale capital investments, clinical integration and
service area optimization, patient safety and performance improvement, and service line development for cardiology,
orthopedics, neurosciences, oncology, robotics and surgical subspecialties. Mr. McClain is a Fellow of the National
Association of Public Hospitals and has served on community boards including Catholic Charities. He received his bachelor's
degree in finance and marketing from the University of Arizona and his Master of Business Administration degree from
Regis University.
Clarice Perkins, Secretary and Parliamentarian
A graduate of San Diego State University and Pepperdine University, Ms. Perkins has been actively involved in charitable
work in the community since the late 1990’s after being a professor in Idaho.
Ms. Perkins has been privileged to work with non-profit organizations and groups Rady Children’s Hospital; Planned
Parenthood; Las Primeras, a group of women dedicated to a legacy of compassionate giving; and FOCUS (Friends of Children
United Society), a group of mostly Coronado residents centered on improving the quality of life for needy and abused
children in San Diego County. When not volunteering, Ms. Perkins spends time with her husband Bill, her high school
sweetheart and husband of 52 years. They enjoy spending time with their children and grandchildren, traveling, and reading.
Together they enjoy Balboa Park, the many theaters with outstanding plays, the fabulous restaurants, walking along the Bay
and entertaining friends and family.
Board Members
Robin Allgren, MD, PhD, MBA
Dr. Allgren is the Founder and President of Breakthrough Bio Development, LLC, providing clinical/regulatory consulting
expertise to biotech and pharma companies for the development of new investigational drugs, devices, and diagnostics
since 2005. Prior to that, she served in positions such as Vice President of Clinical Development and Senior Vice President
of Product Development for biotech and medical device companies and on joint development committees with big pharma
partners. Dr. Allgren has an MD/PhD from the Stanford University School of Medicine and an MBA in Health Services
Management from Golden Gate University in San Francisco. She has served as a student advisor and guest lecturer at the
Rady School of Management/UCSD, a Domain Expert for the Entrepreneur-in-Residence Program at San Diego CONNECT,
and Co-Chair of Athena’s Entrepreneur’s Forum. She is an active supporter of opera, ballet, and theatre and is an avid traveler,
She is currently on the Board of Directors for the Continuing Education Center at Rancho Bernardo (CECRB), a 501(c)(3)
organization offering classes taught by university professors, retired professors, and experts in various fields for the personal
enrichment of the local senior community.
Joann Clark
Joann Clark grew up listening to hours of Metropolitan Opera courtesy of Texaco every Saturday morning on the radio in
Lubbock, Texas. Milton Cross whispered notes and artistic statistics like a golf announcer even during the overture. This,
combined with piano lessons, Louis Armstrong, and Stan Kenton, was the beginning of her love for opera. As a young
mother, she wrangled her three little boys to see San Diego Opera’s productions. (Actually, they preferred wrestling.) Ms.
Clark’s expertise is in business as CEO and Founder of Valhalla Scientific and has kept pace with her love for science for the
past 45 years. Being a woman and sole owner of a high-tech company has been the thrill of her life. She has always had a
commitment is to give back to the community and has served on many Boards, including Museum of Photographic Arts,
San Diego Bio-Med, Planned Parenthood, Kidney Foundation, Rancho Santa Fe Garden Club, Fine Arts, and others.
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Joseph Giammona
Joseph Giammona recently retired from his legal practice at Cooley LLP, a global law firm, where he specialized in commercial
contracts and licensing. In addition to his private practice, he previously served as corporate counsel for a San Diego
government agency, gaining significant experience advising non-profit entities. He has practiced law for over 30 years, with
experience from both in-house and large law firm perspectives. He is currently serving as an executive for SUBA Corporation,
a real estate investment and management company.
Mr. Giammona moved to San Diego 55 years ago and attended high school, university, and law school in the city. He was
fortunate to build his entire career in San Diego and raise his family there as well. Growing up in a family that revered opera,
he and his wife have been longtime patrons of the Los Angeles Opera, the Orange County Opera, and, of course, the San
Diego Opera. Opera has been, and remains, a very important art form to him, and he firmly believes it is one of the
cornerstones of culture in a community.
Beau Haugh
Beau Haugh is a founder, technology executive, advisor, and angel investor with 20 years of experience in software
engineering with early-stage start-ups. He has led organizations in product development, go-to-market, fundraising, and
business development, and has served as a coach and mentor.
He founded the mobile app start-up Localmind as Chief Technology Officer and negotiated its acquisition by Airbnb, where
he continued to build social products. He has worked as Chief Technology Officer for Therefore, a diversity hiring platform
for tech job-seekers; Head of Engineering and Product for Betaworks Studios; Director of Application Engineering for Quartet
Health; and Engineering Manager on Hillary Clinton’s presidential campaign, among other many other positions.
Beau and his wife Brittany are subscribers to San Diego Opera and Gold Patron-level donors. He is a San Diego native and
attended Cornell University.
Joan Henkelmann
Joan Henkelmann has been a San Diego Opera subscriber for over 40 years. Her late husband Charlie served on the San
Diego Opera Board of Directors as well. She has served as Chair of the Opera Stars (legacy giving) committee and is a
member of the Philanthropy Committee. From 1998 to 2009, Ms. Henkelmann served as District Director for the
Metropolitan Opera National Council, San Diego District and continues to serve as an Advisor to the Western Region and
to encourage young singers in many capacities. Before retiring in 1998, Ms. Henkelmann worked as a teacher, school
counselor, and an administrator with the San Diego Community College District. She is also active with the Salvation Army
Women’s Auxiliary, Charter 100, and with the Sopranos group of investors who make gifts to San Diego Opera.
Matthew Kilman
For the past 17 years, Matthew Kilman has served as a Deputy Attorney General for the State of California, focusing on civil
litigation against pharmaceutical manufacturers and providers that have defrauded Medi-Cal. Prior to this, he was a
partner/shareholder at Nugent & Newnham, focusing on professional negligence and breach of fiduciary duty litigation.
Mr. Kilman has practiced law for over 33 years.
Mr. Kilman is a dedicated supporter of the arts. Growing up, his family held season tickets to the San Diego Opera—a
tradition he proudly continues with his own family. As a result, he has had the pleasure of seeing every San Diego Opera
production for the past 51 years. He and his wife, Angela, have been Gold Patron Donors since 2014.
Mr. Kilman joined the Board as part of a deep-seated desire to give back to an institution that has greatly enriched his life.
He is eager to advocate for its continued innovation and sustainability to ensure a thriving future for the San Diego Opera.
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Veronica Leff, M.A.M.
Veronica Leff (née Lombrozo) was born in Guadalajara, Mexico but grew up in La Jolla, California. She is a graduate of The
Bishop’s School (’94) and Carnegie Mellon University where she received both her B.A. in Literary & Cultural Studies (’98)
and her master’s degree in Arts Management (’00). While in college, she had the opportunity to intern with Pittsburgh Opera
and Carnegie Museum of Art. Ms. Leff complemented her core studies with classes in Italian language in Rome; art history
summer school at Cambridge University (UK); and received a Certificate in American Art from Sotheby’s Institute of Art, NYC
(’01). Her professional positions included Grants Officer at the Museum of Contemporary Art San Diego, as well as Individual
Gifts Officer at San Diego Opera. Ms. Leff married Miguel Leff, Esq. in early 2005 at which time she turned her focus to raising
a family. Mr. Leff’s private law practice is based in La Jolla and they live in Carmel Valley with their three daughters. For
several years, Veronica has served on the development committee of Congregation Beth Am and chairs its annual gala. She
is also on the Board of Trustees of La Jolla Playhouse. She has had the privilege of serving on the Board of Directors of San
Diego Opera since 2017 where she currently chairs the Philanthropy Committee.
Ronald Leonardi, PhD
Before retiring, Dr. Leonardi was President and CEO of R & R REGISTRATIONS, a drug development company, for 25 years.
Prior to starting R&R Registrations he worked in two large Pharmaceutical Corporations and was Executive Vice President
of Regulatory and Medical Affairs for a Swedish Pharmaceutical company and helped develop and expand the company in
the United States.
Under his direction, R & R Registrations provided administrative support and provided practical experience in the regulatory,
clinical, toxicological and research areas with special emphasis placed on biological and pharmaceutical drug product
development aimed at regulatory dossiers submissions to the Food and Drug Administration. Over the years, the company
has serviced over forty clients, from large pharmaceutical companies to start up biotech companies. He was involved in
various areas of pharmaceutical research and development, including Orphan Drug companies in the U.S. and in Europe.
Dr. Leonardi has written and published scientific articles lectured at various college and graduate institutions and delivered
numerous presentations to the academic and pharmaceutical communities. For approximately five years, he was the course
director and chief lecturer for the Drug Information Association's courses on the preparation of Investigational New Drug
Applications and New Drug Applications, as well as Product License Applications.
Jason Paguio
Jason Paguio serves as the President and CEO of the Asian Business Association San Diego and the Asian Business
Association Foundation. Mr. Paguio was appointed by Governor Gavin Newsom to the California Commission on Asian
and Pacific Islander American Affairs, the California Entrepreneurship & Economic Mobility Task Force, and by San Diego
Mayor Todd Gloria to the City of San Diego Small Business Advisory Board and the Asian Pacific Islander Advisory Group.
Since leading the Asian Business Association organizations, Jason has grown them to their largest in more than 30 years,
expanding their collective impact through community-based outreach and partnerships, while more than tripling its office
size to provide a free cultural co-working hub for local Asian and Pacific Islander nonprofits. In 2021, Mr. Paguio helped to
formally designate the Convoy District as the “Pan Asian Cultural and Business District” in the City of San Diego, where the
Asian Business Association is the developer for the community's gateway sign set to be completed by spring 2024.
In an historic effort, Mr. Paguio partnered to establish the Strategic Alliance, consisting of the region's three largest ethnic
chambers of commerce: the San Diego County Hispanic Chamber of Commerce, the County of San Diego Black Chamber of
Commerce and Asian Business Association. As the Strategic Alliance, this trio of agencies operate as the Alliance Small
Business Development Center, providing no-cost technical assistance and tens of millions of dollars in access to capital to
thousands of minority-owned small businesses, prioritizing economic equity for the region's underserved communities.
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Mr. Paguio’s additional civic commitments include the Board of Directors, NTC Foundation - Arts District Liberty Station,
LEAD San Diego, San Diego Community Housing Corporation, and most recently on the Transportation and Mobility
Commissions as a resident of the City of Coronado. He was named “San Diego's 500 Most Influential People” and “CEO of
the Year" by the San Diego Business Journal, "Minority Small Business Champion of the Year" by the US Small Business
Administration, and received the "Libby Award for Excellence in Nonprofit Leadership" by the The Nonprofit Institute at the
University of San Diego.
Originally a classically-trained trumpet player, Mr. Paguio is an actively competitive and performing Drum Major,
representing the six-time World Champion Simon Fraser University Pipe Band of Burnaby, British Columbia. He is also a six-
time World Champion Drum Major and the first and only person from outside the United Kingdom to win the World
Championships in Scotland. Mr. Paguio has taught and performed across the globe on nearly every continent and in major
venues, such as Carnegie Hall, Lincoln Center, Chicago Symphony Center, Royal Concert Hall, among others.
In his spare time, Mr. Paguio is pursuing a Master’s in Business Administration at the University of San Diego. Jason and his
wife, Rebecca Maxwell, are residents of Coronado, California.
Bejamin Ramirez
Benjamin Ramirez is an abstract painter and retired medical doctor. He was born in Mexico City, studied medicine at the
National University of Mexico, and practiced medicine in Mexico and the U.S. After retiring from medicine, he attended the
Pennsylvania Academy of Fine Arts, graduating in 2006. He and his husband, Ross Russell, live in Bankers Hill and Merida,
Mexico. Dr. Ramirez has had several solo exhibitions in Spain and Mexico and participated in group exhibitions in Spain,
Mexico, and the U.S.
Dr. Ramirez has served as a member of the Planning, Development and Coordination Team for the artists’ gathering
“Encuentros de Arte de Genalguacil” in Genalguacil, Malaga, Spain and on the Board of Academy of Vocal Arts in
Philadelphia.
Longtime opera lovers and supporters of San Diego Opera, Dr. Ramirez and Mr. Russell have been attending San Diego
Opera since 2007 and became subscribers during the 2024-2025 season. After giving at the Director’s Circle level beginning
in 2016, they became donors at the Artist Sponsor level in 2025. They were delighted to sponsor Latonia Moore, who had
sung at their wedding, in the 2024 production of La bohѐme.
Ross Russell
Ross Russell has an MS in mathematics and an MBA in finance and worked 35 years in the actuarial consulting business, 30
years which were with Mercer, the financial services and human resources consulting company. He and his husband,
Benjamin Ramirez, live in Bankers Hill and Merida, Yucatan, Mexico.
Mr. Russell has been a board member of Opera Yucatán, president of the nonprofit string quartet Cuarteto Yucatán, and
served as treasurer for the Opera Guild of Philadelphia.
Longtime opera lovers and supporters of San Diego Opera, Mr. Russell and Dr. Ramirez have been attending San Diego
Opera since 2007 and became subscribers during the 2024-2025 season. After giving at the Director’s Circle level beginning
in 2016, they became donors at the Artist Sponsor level in 2025. They were delighted to sponsor Latonia Moore, who had
sung at their wedding, in the 2024 production of La bohѐme.
Gloria M. Shurman, PhD
Gloria Shurman has been in private practice as a clinical psychologist since 1979 and has been on the Scripps Memorial
Hospital staff since 1980. Dr. Shurman holds a Ph.D. in Clinical Psychology from US International University. She has served
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as Chairman of Psychology at Scripps Memorial Hospital and as an instructor at the US International University Graduate
School of Psychology, and completed an internship and post-doctoral fellowship at Mercy Hospital Mental Health
Outpatient and Inpatient Services. Dr. Shurman has been a member of the American Psychological Association and the
California State Psychological Association. Prior to her career in psychology, she taught English and history at levels ranging
from junior high school through college and served as English Department Chairperson at Maple Valley College. In addition
to San Diego Opera, she has supported local arts organizations including San Diego Dance Theater, La Jolla Music Society
and The Old Globe, as well as organizations focused on climate change, population control, wildlife rescue, and micro-loans
to women and men in developing countries. Dr. Shurman was selected for inclusion in the Trademark Top Doctors of America
2018 honors edition.
Len Simon
Len Simon is a lawyer and law professor in San Diego, practicing with the firm of Robbins Geller Rudman & Dowd and its
predecessors since 1983. His practice involves complex litigation, including class actions, antitrust, securities and consumer
fraud cases, and cases involving the sports industry. Mr. Simon has also taught law at Duke University (his alma mater), the
University of San Diego, and other law schools. He has appeared in courts throughout the United States, including the United
States Supreme Court.
Mr. Simon has been a season ticket holder of San Diego Opera for over 35 years. He has also served on the board of several
organizations, including the Legal Aid Society, the San Diego Padres, and the ACLU of San Diego.
Dale Smith
Dale grew up moving around the world with his family including Lebanon, the Congo, Liberia, Washington CD, Colombia,
Texas and ultimately landing in San Diego in 1991.
He has been married to his wife Adi Hilsdorf-Smith for 24 years. They have two children, daughter Giselle who is 20 years
old, and son Cooper who is 18 years old.
Dale has spent his 38-year career working for various national firms including Sprint, Anheuser-Busch and in the Financial
Services industry with Wells Fargo, First Republic Bank, JP Morgan Chase and the past years with U.S. Bank Private Wealth
Management. His current role as a Private Wealth Advisor allows him to service clients with net worths of $3.0mm to
$75.0mm providing a full breadth of Private Bank services.
Dale has also committed many hours and years volunteering for various entities including: Friends of La Jolla Elementary,
Rotary Club of La Jolla, Kiwanis of La Jolla, La Jolla Youth Baseball League President, Muirlands Middle School Foundation
Treasurer, Clairmont Town Council/Planning Committee, La Jolla High School Varsity Lacrosse and Boy Scouts of America
Troop 4 La Jolla Leader.
Mary Lindenstein Walshok, PhD
Dr. Mary Walshok is an author, educator, researcher, and Associate Vice Chancellor for Public Programs and Dean of
Extension at the University of California San Diego. She was one of the first women to be hired at UC San Diego in a senior
academic position, has done extensive research and writing on women in the economy, including a seminal book, Blue Collar
Women, published by Doubleday in the 1990s. She is an Adjunct Professor of Sociology at UC San Diego and was recently
awarded an Honorary Doctorate by the Stockholm School of Economics. She is the author of more than 100 articles and
reports on aligning workforce development with regional economic growth. An industrial sociologist studying the dynamics
of regional economic transformation, Dr. Walshok has researched various communities with support from the U.S.
Department of Labor, NSF, Lilly Endowments, as well as the Spencer and Smith Richardson Foundations. Walshok oversees
a $50 million, 200-employee, self-funded continuing and professional education, UCSD Extension at UC San Diego which
annually serves more than 100,000 enrollees through innovative local and online programs, including UCSD-TV and UCTV,
which reach over 5 million viewers and has 500,000 plus YouTube subscribers.
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1
San Diego Opera Learning and Engagement
Roster of Teaching Artists
2025-2026
San Diego Opera Staff
Bernardo Bermudez
C: (949)922-8083 M: (619)533-7024
Bernardo.bermudez@sdopera.org
Director of Learning and Engagement
Program Director
Bernardo Bermudez is the Director of Learning and Engagement at San Diego Opera, where he
leads education and community programs that connect students to the arts through creative
learning experiences. He began his musical studies at the Conservatory of Music Juan Manuel
Olivares in Caracas, Venezuela, and holds a degree in Cognitive Psychology with a specialization
in Child Development from the University of California, Irvine. Bermudez is the co-founder and
Chief Operations Officer of Opera4Kids, a nonprofit dedicated to making opera accessible to
young audiences. He has worked extensively with students across San Diego County schools
and community programs, and serves on the voice faculty at the Claremont Community School
of Music and North County Vocal Arts, and as a former instructor with California Music Lessons.
He has performed professionally with companies including San Diego Opera, Los Angeles
Opera, Portland Opera, Opera Santa Barbara, San Diego Symphony, Nashville Symphony and
the Detroit Symphony.
San Diego Opera Teaching Artists
Agustín Castaneda
Teaching subjects: Theater, Musicianship, Film, Video Production, Video Editing, Creative
Industries.
Teaching Artist
Agustín Castaneda is a multidisciplinary teaching artist with a background in theater, film, and
media production. He is a graduate of Universidad Iberoamericana del Noroeste and studied
acting and theatre arts at ANDA Tijuana, the University of Baja California, and Southwestern
College. With more than 30 years of experience as an actor, director, writer, and producer
across stage, film, and television, Castaneda has also led educational and community-based
projects in both the United States and Mexico. His teaching work includes programs in San
Diego County schools and at the City Heights Performance Annex, as well as educational media
projects for organizations including the Council of Community Clinics.
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Maria Caughey
Teaching subjects: Writing, Theater, Musicianship, Vocal Technique, Creative Industries,
Program and Curriculum Development.
Teaching Artist/Director
Maria Caughey is a mezzo-soprano and educator with a strong foundation in music education
and vocal training. She holds a degree in Music Education from Frostburg State University and
completed graduate studies in Vocal Performance at the Peabody Institute of Johns Hopkins
University. Caughey taught general music and chorus for grades K-12 in Anne Arundel County
Public Schools, where she was nominated for Teacher of the Year, and served on the faculty of
Levine Music in Washington, D.C., teaching private voice and preparing students for
competitions and scholarships. She currently teaches at Villa Musica in San Diego County and
has led opera outreach programs for youth audiences through organizations including
Annapolis Opera and the Joy in Singing Foundation.
Carly Cummings
Teaching subjects: Writing, Theater, Musicianship, Vocal Technique, Creative Industries,
Program and Curriculum Development.
Teaching Artist
Carly Cummings is a soprano and teaching artist who holds a Master of Music in Vocal
Performance from the Peabody Conservatory where she studied with Ah Young Hong,
graduating in 2020. During her studies, she participated in Peabody Opera Theater’s outreach
and education program, bringing performances and music education to Baltimore-area schools.
Since returning to Southern California, she has continued her work as both a performer and
educator, teaching private voice and working with students through outreach programs in San
Diego County schools and educational initiatives connected to San Diego Opera and local
performing arts organizations.
Michelle Gallardo-Arias
Teaching subjects: Writing, Theater, Musicianship, Vocal Technique
Teaching Artist
Michelle Gallardo-Arias is a vocalist and educator who works with students of all ages to
develop healthy, expressive singing. She maintains a private voice studio, Voice Transmuted,
where she teaches vocal technique through a holistic approach that emphasizes awareness,
coordination, and sustainable vocal practice. In addition to her studio work, she has
collaborated with students through school-based programs and community outreach in San
Diego County including The La Jolla Music Society Community Music Center Mariachi Program
at Logan Memorial Educational Campus. As a performer, she has appeared with ensembles
including the San Diego Master Chorale and Mambo Nocturno.
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Katie Klaerichl
Teaching subjects: Musicianship, Music Composition,
Teaching Artist/Music Composition
A San Diego native with a lifelong dedication to music, Katie Klaerich holds a Bachelor of Music
in Piano Performance from the University of Colorado, Boulder where she studied with David
Korevaar. Her professional career began at age 16 as the organist for Redeemer by The Sea in
Carlsbad, a foundation that led to her current decade-long tenure as the pianist for the
Unitarian Universalist Fellowship of San Dieguito. Her extensive work with vocal and
instrumental ensembles includes music staff at Niwot High School, Mission Hills High School,
Ocean Knoll Elementary School, and MiraCosta College, where she serves as a staff
accompanist. She also teaches private piano lessons and works as a collaborative pianist with
school and community ensembles throughout Southern California.
Victoria Robertson
Teaching subjects: Writing, Lyrics, Composition, Theater, Musicianship, Vocal Technique,
Creative Industries, Video Production, Video Editing, Audio Production, Audio Editing, Program
and Curriculum Development.
Lyricist
Victoria Robertson is a soprano, lyricist, and arts educator with extensive experience creating
programs for young audiences. She holds a visual arts degree in film production from the
University of California San Diego and a graduate music degree from San Diego State University.
Robertson is the co-founder and Chief Executive Officer of Opera4Kids, where she develops
educational programming that introduces children to opera through storytelling and
performance. She previously founded and operated the children’s entertainment company
Princess Parties and Friends, has served as music director for children’s theater programs, and
has written and produced original works for youth, including a commissioned musical
presented through the Port Ludlow Performing Arts Council.
Michael Sokol
Teaching subjects: Musicianship, Music Composition, Stage Direction
Teaching Artist/Music Director
Michael Sokol is a performer, director, and educator with extensive experience in voice and
theater. He received degrees from Arizona State University, the College-Conservatory of Music
at the University of Cincinnati, and Northwestern University. He has taught and mentored
students at San Diego State University, Point Loma Nazarene University, Grossmont College,
Canyon Crest Academy, and is known for his work in vocal technique, acting, and stage
performance. As a performer, he has appeared with organizations including the Metropolitan
Opera, the Philadelphia Orchestra, Steppenwolf Theatre, and San Diego Opera.
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4
Tamara Rodriguez
Teaching subjects: Songwriting, Theater, Musicianship, Vocal Technique, Video Creation, Video
Editing.
Teaching Artist
Tamara Rodriguez is a performer and educator with a background in voice, acting, and
songwriting. Originally from Monterrey, Mexico, she earned a scholarship to Berklee College of
Music, where she graduated cum laude with a dual major in Voice and Songwriting. Rodriguez
has extensive experience working with students through private coaching, school programs,
and arts workshops, guiding them in vocal technique, musicianship, and performance. Her
professional career spans television, theater, film, and live music, including appearances on
Telemundo’s Quinceañera: Mamá Quiero Ser Artista and Univision’s Buscando a Timbiriche, La
Nueva Banda, as well as more than 50 stage productions, including West Side Story and
Disney’s Up Here at La Jolla Playhouse. An award-winning songwriter, her composition “I Talked
to Italiano” received Song of the Year at the International Songwriting Competition, and she has
performed at venues including Nokia Theatre Live with the Los Angeles Philharmonic and the
Isabella Stewart Gardner Museum.
Brian Wahlstrom
Teaching subjects: Song writing, Music Composition, Audio Production, Audio Recording.
Teaching Artist/Music Director
Brian Wahlstrom is a baritone, pianist, and educator who holds a Bachelor of Music from the
University of California, San Diego, and a Master of Music in Classical Voice from the Manhattan
School of Music. He has maintained a private teaching studio since 2015 and previously served
as Director of Operations and CEO of California Music Lessons, where he oversaw program
development, curriculum design, and faculty training. Wahlstrom works with students through
private instruction and community-based programs, focusing on vocal technique, musicianship,
composition, and audio production. As a performer, he has appeared at Carnegie Hall, Lincoln
Center, and the Kennedy Center, and performed internationally at the National Centre for the
Performing Arts in Beijing. His career spans both classical and contemporary music, including
touring as a vocalist and pianist with artists such as Joey Cape and co-founding the group
Bandaid Brigade.
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Below: Photos from San Diego Opera’s craft booth at Qualcomm’s “QKids” day, where youth
participants made simple musical instruments.
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Every voice tells a story.
SAN DIEGO OPERA I 233 A Street, Suite 500 I Son Diego, CA 92101 I sdopero.org I (619) 232-7636
A HOLIDAY CELEBRATION
TUESDAY DECEMBER 2, 2025
6:30 TO 7:20PM
Neil Morgan Auditorium – Central Library
330 Park Blvd, San Diego CA 92101
Start your holiday season with soprano Lily Prado and her real-life husband, tenor Felipe
Prado, as they team up with pianist Bruce Stasyna for an irresistible 45-minute holiday
program featuring music spanning centuries and styles. Filled with songs of the season,
beloved carols, modern favorites, and timeless holiday classics, Making Merry is the perfect
way to celebrate the joy and warmth of this festive season.
Lily Prado
Soprano
Bruce Stasyna
Pianist
Felipe Prado
Tenor
For tickets, visit
SDOpera.org or scan code
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.~ C D M M U N I T Y _.yconcor11 Public SD.) Library ►
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~ c o M M u N I T v Public _Myconcer1:1 SD~ Library
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A message from Director of Learning and Engagement
BERNARDO BERMUDEZ
As we welcome the holiday season, I extend my heartfelt thanks to
you for joining us for Making Merry.
This concert beautifully embodies the joy, connection, and warmth
that music brings into our lives. At San Diego Opera, we believe that
every voice tells a story, and today's performance celebrates the
timeless stories that unite us through song.
From all of us at San Diego Opera, may your holidays be filled with
warmth, harmony, and song.
aking erry
A HOLIDAY CELEBRATION
Start your holiday season with a delightful 45-minute concert.
Soprano Lily Prado and tenor Felipe Prado team up with pianist
Bruce Stasyna, for an irresistible holiday program that features
music spanning centuries and styles.
Filled with songs of the season, beloved carols, modern favorites,
and timeless holiday classics, Making Merry is the perfect way to
celebrate the joy and warmth of this festive season.
l.t'°' C O M M U N I T Y -#yconcer11
THE ARTISTS
LILY PRADO
Soprano
After making her
operatic debut in 2023
in The Magic Flute as
Pamina, she has quickly become an in
demand singer. Lily will graduate with
her Master's of Music from Bob Cole
Conservatory of Music at CSU Long
Beach in Spring 2026.
Awards: 1st Place in the 2025 Whittier
Symphony Young Artist Competition,
First Place in the 2024 Sigma Alpha Iota
PAC Aria Competition, Finalist in the
2025 Burbank Philharmonic Young Artist
Competition, and Third Place in the 2024
Randy Nelson Vocal Competition.
Recent and Upcoming: Gilda [Rigoletto],
Adina [The Elixir of Love], Pamina [The
Magic Flute), Lauretta [Gianni Schicchl1,
Frasquita [Carmen], Gretel [Hansel und
Greten, Suor Genovieffa [Suor Angelica],
a Valencienne [The Merry Widow].
Lilyprado.com
BRUCE STASYNA
Pianist {San Diego
Opera Conductor-in
Residence and Chorus
Master)
San Diego Opera
Highlights: Music Director, Pianist,
Arranger and Chorus Master for Making
Merry: A Choral Holiday Celebration;
Conductor -As One; Marfa de Buenos
Aires; One Amazing Night with Stephen
Costello and Stephen Powell; All is Calm:
The Christmas Truce of 1914 Holiday
Concert; One Amazing Night When I See
Your Face Again; The Barber of Seville;
Casi fan tutte; GRAMMY Greats Unite with
Latonia Moore a J'nai Bridges.
Recent and Upcoming: Chorus Master -
New York City Opera, Minnesota Opera,
Washington Concert Opera, Wolf Trap
Opera, and Des Moines Opera; Conductor
-New York City Opera, Boston Lyric
Opera, Amalfi Coast Music Festival;
Artistic Director and Principal Conductor
-Green Mountain Opera Festival; Head
of Music and Director of the Young Artist
Program -Palm Beach Opera; Music
Director -Vero Beach Opera.
FELIPE PRADO
Tenor
San Diego Opera
highlights: Gastone de
Letorieres in La traviata;
Remendado in Carmen, Second Villager
in El ultimo suefio de Frida y Diego, Padre
Matias in El milagro def recuerdo.
Recent and Upcoming: Spoletta in Tosca
(Guild Opera); Borsa in Rigoletto, Gastone/
Giuseppe in La traviata (Antelope Valley
Symphony Orchestra and Master
Chorale); Tamino in The Magic Flute
(Ridgecrest Opera Guild); Alfredo in
La traviata (Pacific Lyric Association);
concert soloist (California Philharmonic
Orchestra and Chorale).
TO MAKE A GIFT TO SUPPORT PROGRAMS LIKE THESE, PLEASE VISIT SDOPERA.ORG,
CALL (619) 533-7000, OR SCAN THE QR CODE TO GO DIRECTLY TO OUR WEBSITE.
Applicant:COMMUNITY ARTS GRANTS 2024-25 PROJECT BUDGET INFORMATION
$ Notes $
Admissions
Gifts/Merchandise/
Concessions
Advertising
Other
-$ Subtotal Earned Income -$
CONTRIBUTED INCOME $ Notes $
Private
Individual $ 2,143.00 Individual donor contributions will support salary expenses for San
Diego Opera's Director of Learning and Engagement.
Public Support
Applicant Cash
CAG Request Amount $ 7,500.00 Amount requested through Community Arts Grants 2026-27
Other
Other
Subtotal Unearned Income 9,643.00$ Subtotal Unearned Income -$
Cash Notes Cash
INCOME TOTALS
PROJECT EXPENSES Notes
9,643.00$ -$
Subtotal Earned Income
Notes
Un
e
a
r
n
e
d
I
n
c
o
m
e
Amount received through Community Arts Grants 2026-2027
Ea
r
n
e
d
I
n
c
o
m
e
CAG FY 2026-27 BUDGET FORM PROJECTED - APPLICATION ACTUALS - FINAL REPORT
PROJECT INCOME ORGANIZATION NAME:
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L
Applicant:COMMUNITY ARTS GRANTS 2024-25 PROJECT BUDGET INFORMATION
CAG FY 2026-27 BUDGET FORM PROJECTED - APPLICATION ACTUALS - FINAL REPORT
Project Staff (non-artist)
$ 2,143.00
Salary for: San Diego Opera Director of Learning and Engagement
to coordinate and oversee project (2% of salary plus benefits and
payroll expenses at 12%).
Project Artist(s) or Arts
Instructor(s) $ 4,200.00
Salaries for: Two professional opera singers ($500/performance x 2
performances); one pianist ($500/performance x 2 performances),
and three teaching artists ($50/hr x 4 hours per performance x 2
performances).
Educational Materials/Printing
Costumes/Props
$ 1,000.00 Costumes and props for recital performances.
Sets
Supplies $ 500.00 Craft station materials.
Licensing/Royalties
Rentals (space and/or other) $ 500.00 Venue rental fees (estimated).
Transportation $ 254.00 Mileage for San Diego Opera staff and teaching artists.
Food & Beverage $ 500.00 Light refreshments for program participants.
Marketing/Promotion/
Publicity $ 450.00 Development and distribution of marketing and promotion
materials, including flyers, emails, etc.
Fiscal Agency Fee
Benefits and payroll expenses $ 96.00 Benefits and payroll expenses for San Diego Opera teaching artists
at 8%.
Other
Other
EXPENSES TOTALS 9,643.00$ -$
Docusign Envelope ID: B2DD5E04-AE33-846C-83C3-19DADB392EA8
Applicant:COMMUNITY ARTS GRANTS 2024-25 PROJECT BUDGET INFORMATION
CAG FY 2026-27 BUDGET FORM PROJECTED - APPLICATION ACTUALS - FINAL REPORT
Value Notes Value
IN-KIND TOTALS -$ -$
Enter a '0' in any cells that you don't have an amount to add.
Please give detailed descriptions for each line item in the notes column. For example, if your total admissions is $1,000, enter "4 shows, 50 attendees, $5 each."
Please insert your organization name in the top right header.
Budget Instructions:
For application, fill out only green. For final report, fill in blue.
You will only be able to fill out the cells highlighted in green or blue.
The application project budget must balance. Total income must equal total expenses. Final Report may
Round all budget figures to the nearest whole dollar.
IN-KIND SUPPORT Notes
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