HomeMy WebLinkAboutCarlsbad Educational Foundation; 2021-09-13; PSALCA-22030CA1
Fiscal Year 2021-22 GRANT AGREEMENT FOR
Carlsbad Educational Foundation
This agreement, is made on the day of , 20 , by Carlsbad Educational
Foundation (ORGANIZATION), hereinafter referred to as “Grantee,” and the CITY OF CARLSBAD, 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 FY 2021-22 Community Arts Grants
Program in an amount not to exceed seven thousand five hundred dollars ($7,500) (“Grant.”) The purpose
of the Grant is to provide funds to Grantee for the project outlined in the Agreement Scope (“Agreement
Scope”).
Project Title: High School Instrument Class
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 effective date of this Agreement
and expiring on September 30, 2022. 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. USE OF COMMUNITY ARTS GRANTS PROCEEDS.
a. 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.
b. In accordance with the Agreement Scope and the Fiscal Year 2021-22 Community Arts Grants
Guidelines, all grant funds are eligible to be used September 1, 2021 through August 31, 2022.
Any extension of fund use must be requested in writing and approved in writing by City.
Extension of Community Arts Grants FY 2021-22 funds may render that organization ineligible to
apply for or receive additional funds as part of the subsequent Community Arts Grants FY 2022-
23 cycle.
c. All costs accrued for services and/or supplies prior to the execution of Agreement are not
eligible for funding or reimbursement through the use of Grant proceeds.
d. Eligible and ineligible costs include, but are not limited to, items detailed in the Fiscal Year 2021-
22 Community Arts Grants Guidelines, in the section titled Eligible and Ineligible Costs, attached
hereto as Exhibit A.
3. CONDITIONS OF FUNDING AND DISBURSEMENT.
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 agrees to use grant funds to implement the Agreement Scope, including using the Grant
funds to only cover expenditures for programs and services incurred during the Agreement
Scope dates and under the terms and conditions of this Grant 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.
c. Grantee shall complete all work in accordance with Agreement Scope, as reasonably soon as
possible, but in no case later than thirty (30) calendar days, Grantee shall notify the City of
events or proposed changes that could affect the Agreement Scope.
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d. The Grantee shall be responsible for the performance of the work, 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 agrees to submit
to the City, in writing, a proposal requesting changes 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. Grantee agrees to acknowledge the City’s Grant consistent with the Fiscal Year 2021-22
Community Arts Grants Guidelines, attached hereto as Exhibit A.
g. Grantee shall provide full and timely information to the City to update staff on programs and
include naming the City in any publications and/or social media, whether in digital or print
format, as opportunities arise.
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.
4. 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,
the grantee needs to submit the information to the Cultural Arts Office at least 60 days prior to the event
or program.
Please initial box to opt-in to promotional opportunities
5. RETURN OF GRANT FUNDS. Any determination, by the City, of noncompliance with activities and expenditures outlined in the
Agreement Scope without prior notice and express approval by the City, 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 shall be eligible to be paid by Grant funds. However, if, due to COVID-19 or local health
orders, Grantee is unable to complete all events or requirements of the Scope of Work, 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.
6. REQUIRED REPORTS.
Failure to complete the following reports may render the recipient ineligible to receive the full and final
payment of the Grant award.
a. Submit a Revised Project Form, as required per the Fiscal Year 2021-22 Community Arts
Grants Guidelines, attached hereto as Exhibit A, within thirty (30) days of Grant award
notification.
b. 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, September 30, 2022,
whichever is earlier.
Grantees in noncompliance with the above reporting requirements agree to return some or all
of 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.
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7. DISBURSEMENT OF GRANT FUNDS.
The Grant amount to be provided to the grantee, under this Agreement, may be disbursed as follows:
a. First payment of 80 percent of Grant will be disbursed upon approval of Revised Project
Form as applicable, and receipt of fully executed contract.
b. Final payment of 20 percent of Grant will be disbursed upon receipt of Final Report
and approval by Library & Cultural Arts Director or designee.
c. Any payment of a Grant amount in excess of the final Project costs shall be returned to the
City within sixty (60) days of completion of the Agreement Scope or the Project end date,
whichever is earliest.
8. PROJECT CANCELLATION.
a. If a Grantee wishes to cancel a Project 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.
b. In the event an approved Agreement Scope 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.
9. PROJECT MODIFICATION OR TERMINATION.
a. Grantee may unilaterally rescind this Agreement at any time prior to the commencement of
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.
b. Any changes, whether planned or unanticipated, to funded projects due to the COVID-19
pandemic (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 project changes must continue to adhere to the City’s Fiscal Year
2021-22 Community Arts Grants Guidelines provided with the original executed agreement.
10. 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:
a. A Grantee fails to enter into a signed Agreement with the City within sixty (60) calendar
days of receipt of the Agreement.
b. 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 budget income, expenses or line item designations from Grantee’s budget,
included in the Agreement Scope.
c. A Grantee withdraws or terminates the Agreement Scope.
d. A Grantee fails to complete the Agreement Scope and/or fails to submit all required reports
and/or documentation before September 30, 2022.
11. DISCRIMINATION AND HARASSMENT PROHIBITED.
Grantee will comply with all applicable local, state and federal laws and regulations prohibiting
discrimination and harassment. 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.
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12. NOTICES.
a. The names and addresses of the persons who are authorized to give written notices to receive
written notice on behalf of City and on behalf of Grantee under this Agreement.
b. 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:
Carlsbad Educational Foundation City of Carlsbad
Attn: Taylor Beveridge Library & Cultural Arts Director, Suzanne Smithson
Carlsbad Educational Foundation 1775 Dove Lane
Carlsbad, CA 92010 Carlsbad, CA 92011
Email: taylor@Carlsbaded.org
13. INDEMNIFICATION.
Grantee hereby agrees to defend, 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.
14. 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 be partners or involved in a joint venture.
15. MODIFICATIONS.
This Agreement may not be modified or amended except by written document executed by a duly
authorized representative of both the City and the Grantee.
16. GOVERNING LAW.
This Agreement shall be construed in accordance with and be governed by the laws of the State of
California. Venue, in the event of a dispute, shall be in the North San Diego County Superior Court.
17. 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.
18. DRAFTING AMBIGUITIES.
Grantee understands that it 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 of whether or not to seek
advice of counsel with respect to this Agreement is a decision which is the sole responsibility of Grantee.
This Agreement shall not be construed in favor of or against either Party by reason of the extent to which
either Party participated in the drafting of this Agreement
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19. 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.
GRANTEE CITY OF CARLSBAD, a municipal corporation of
the State of California
*By: By:
(1st signature here) SUZANNE SMITHSON
Library & Cultural Arts Director
As authorized by the City Manager
(Print name/Title)
(Email address) ATTEST:
(Date)
**By:
(2nd signature here)
For FAVIOLA MEDINA
City Clerk Services Manager
(Print name/Title)
(Email address)
(Date)
If required by City, proper notary acknowledgment of execution by contractor 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 CELIA A. BREWER, City Attorney
By: ____________________________
Deputy/Assistant City Attorney
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Laura Pitts /Interim CEO
laura@carlsbaded.org
8/30/2021
mjzepeda@financialguide.com
Board ChairMichael Zepeda
8/30/2021
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EXHIBIT “A”
SCOPE OF GRANT
Itemized list of what Grantee will complete to satisfy grant funding.
Items which may be included in this section:
Required
1. Fiscal Year 2021-22 Community Arts Grants Guidelines
2. Completed Community Arts Grants FY 2021-22 Application
Optional, As Needed
3. Community Arts Grants FY 2021-22 – Project Budget Information
4. Community Arts Grants FY 2021-22 – Revised Project Form
5. Community Arts Grants FY 2021-22 – Revised Project Budget Information
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FISCAL YEAR 2021-22
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 updated 2018 Arts
& Culture Master Plan.
The Community Arts Grants program supports activities that provide and support quality arts and cultural programming within
Carlsbad. Our mission is to:
•Reinforce accessible arts and culture opportunities and experiences for Carlsbad students and residents
•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 arts programs and organizations in Carlsbad, and
•Celebrate Carlsbad as an exciting, vibrant and creative destination for our residents and visitors alike.
FISCAL YEAR 2021-22 OVERVIEW
The updated Fiscal Year 2021-22 guidelines reflect changes necessary to support and provide funding to artists and
arts organizations in Carlsbad and surrounding areas during the COVID-19 pandemic. Changes have been approved by
the City of Carlsbad’s Arts Commission on May 7, 2020.
Important dates for the Fiscal Year 2021-22 grant cycle application are as follows:
Applications open: Monday, April 12, 2021
Applications due: Monday, May 24, 2021
Arts Commission Funding Plan review & approval: Thursday, August 5, 2021
All projects must be completed by August 31, 2022
Applications will be submitted online at www.carlsbadca.gov/artsgrants
•Total funding available for the Fiscal Year 2021-22 cycle is $88,000
•All projects must be completed by August 31, 2022
•All final reports are due within 30 days of the completion of the event or September 30, 2022, whichever comes first
•80% of all awarded funds will be disbursed after agreements are executed; the final 20% once the final report and budget
are submitted and approved
HEALTH AND SAFETY CERTIFICATION
•Any and all projects, programs and activities supported by the Community Arts Grants must adhere to any and all health
and safety requires as outlined by state, county, local or other governmental bodies at all times. Failure to do so may
result in cancellation of the agreement and returning of grant funds.
EXHIBIT "A"DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
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ELIGIBILITY
• All applicants, including fiscal agents, must be determined to be not-for-profit, tax-exempt organizations by either the
Internal Revenue Service or the California State Franchise Tax Board
• If projects include partnerships, only one application may be submitted for that project involving all parties
o If a school would like to partner with an arts organization or artist, all partnerships must include a signed letter of
agreement between the two parties
GUIDELINES APPENDICES
• Appendix 1 – Community Arts Grants FAQs
• Appendix 2 – Ineligible Organizations and Activities
FUNDING CATEGORIES
Funding is structured by classification of each organization, then according to available categories:
• Arts Organizations, including Fiscal Agents of Individual Artists
o Capacity Building - $5,000 maximum award
o Arts Projects - $7,500 maximum award
• Educational Institutions and Affiliated Groups
o Arts in Schools - $2,500 maximum award
ARTS ORGANIZATIONS
• Arts Organizations must be registered 501(c)(3) nonprofit organizations
• Applicants may apply to one or both the Arts Projects and Capacity Building categories and may submit these applications
in the same round or different rounds
• Applicants may only submit one application per category per funding cycle
ARTS ORGANIZATIONS – CAPACITY BUILDING
• Capacity Building grants have a maximum award of $5,000
• Capacity Building grants are designed to help an arts organization improve its effectiveness, strengthen organizational
and/or financial stability, increase community impact and effectively support the nonprofit’s mission
• Capacity Building grants will only be awarded to organizations based in Carlsbad
• Grants cannot be used for projects that fall under the Arts project category. Examples of potential projects include but are
not limited to:
o Marketing support for changes in programming
o Staff training and/or technology to transition to virtual programming
o Professional development for staff and board members
o Opportunities for peer learning, networking or leadership development
o Creating or re-examining organizational plans
o Initiating collaboration with other nonprofits
o Developing new sources for earned income
o Utilizing support for high-impact projects
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ARTS ORGANIZATIONS – ARTS PROJECTS
• Arts Projects grants have a maximum award of $7,500
• Arts Projects will be defined as programs, activities and events that are primarily designed to be arts focused. These
projects may be presented either virtually or in person, ONLY if all current health and safety requirements are met and
crowd size limitations have been lifted.
• Virtual events must be in place of programs or projects that normally would have been held in Carlsbad.
• Arts Project grants are not for general operating support, and awards must be clearly shown to be used for specific project
support
• Any partnership between an individual, educational institution or organization must include a letter of agreement from
partnering entity
PROJECTS THROUGH FISCAL AGENT
• Individuals or organizations aspiring to a non-profit status may apply through a fiscal agent
• Fiscal agents will be responsible for receiving awarded funds and dispersing them with a service fee no more than 10% of
the amount awarded to the applicant
• Organizations that act as fiscal agents are still eligible to apply for a Community Arts Grants on their own
• Any individual artist receiving funding through a fiscal agent must be 18 years of age on or before the application due date
EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS
Requests are only available nonprofit schools and authorized parent groups residing in Carlsbad.
EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS – ARTS IN SCHOOLS
• Arts in Schools grants have a maximum award of $2,500
• Arts in Schools will be defined as programs, activities and events that are primarily designed to be arts focused. These
projects may be presented wither virtually or in person ONLY if all health and safety requirements are met and crowd size
limitations have been lifted
• Virtual events must be in place of programs or projects that normally would have been held in Carlsbad.
• There is no limit to requests by school or district, though consideration will be given to projects of the same discipline from
the same school site
• No in school project funded through the Community Arts Grant may involve a full-time hourly or salaried employee in the
school district in which they will be leading activities, performances or projects but may utilize teaching artists that are
employed by any district
o Out of school programs may utilize teaching artists that are employed by any district
• All partnerships must include a signed letter of agreement
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APPLICANT INFORMATION
PROGRAM SCHEDULE
Ongoing: Phone or video conference meetings can be arranged with grant program staff. To make an appointment, please contact
the Cultural Arts Office mainline at 760-602-2090 or email: arts@carlsbadca.gov
April 12, 2021: Application Opens: application link available at www.carlsbadca.gov/artsgrants
May 24, 2021: Application Deadline: applications must be submitted electronically by 11:59 p.m.
June 2021: Submitted materials are reviewed and scored by a peer panel consisting of local and regional artists and
arts professionals. The panel will create a funding plan for review and final approval by the Carlsbad Arts
Commission
August 5, 2021: Funding plan presented to Arts Commission for review and approval
August 9, 2021: Notifications begin, and awardee DocuSign agreements will be emailed shortly thereafter. Any applicant
that receives less than 50% of requested amount will be required to complete a Revised Project Form
September 1, 2021: Deadline for DocuSign agreement completion and projects commence
August 31, 2022: Fiscal Year 2021-22 Funding Cycle ends
September 30, 2022: All Fiscal Year 2021-22 Final Reports are due
APPLICANT WORKSHOPS AND APPLICATION REVIEW
• To continue to support our artists and organizations, the Cultural Arts Office staff is pleased to provide virtual workshops.
Workshop details will be announced in late April 2021. Visit Cultural Arts at www.carlsbadca.gov/artsgrants.
PANEL REVIEW AND SCORING OF APPLICATIONS
Submitted materials are reviewed and scored by a virtual peer panel consisting of local and regional artists and arts professionals.
The panel will create a funding plan for review and final approval by the Carlsbad Arts Commission.
SCORING RUBRIC
Application scores will be on the following criteria, which are aligned with the Community Arts Grants mission. Panelists will be
asked to score applications on how closely the project(s) achieve these goals.
• Project Design
o Reinforce accessible artistic and cultural opportunities for our residents
o Provide arts education and lifelong learning opportunities for all ages
• Project Participants
o Celebrate Carlsbad as an exciting, vibrant and creative destination for our residents, students and visitors
o Support local and regional arts and cultural organizations as important components of the economy and quality of
life in Carlsbad and North San Diego County
o Accessibility of program for participants and audience members under the Americans with Disabilities Act
• Project Oversight
o Support and develop organizational strength and capacity of Carlsbad arts organizations
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o Encourage new and emerging arts programs and organizations in Carlsbad
OTHER REVIEW AND SCORING INFORMATION
• Cultural Arts Office staff will review applications after the deadline to deem eligibility to be forwarded to the scoring panel
and will determine whether the financial health and sustainability of the organization is eligible
• Any application deemed eligible and forwarded to scoring panel will be reviewed within the context of the project or
program outlined in the application
• Incomplete applications, or applications with incorrect information, will be deemed ineligible
GRANTEE REQUIREMENTS DURING PROJECT FUNDING PERIOD
AGREEMENT
All approved applications will need to enter into an agreement with the City of Carlsbad. The City of Carlsbad uses DocuSign for all
grant agreements. All agreements must be signed by two (2) officers listed on the organization’s Statement of Information filed with
the California Secretary of State. These are officers who are authorized to enter into legally binding agreements on behalf of your
organization (i.e. CEO, CFO, Secretary). Further documentation of signature authorization will be requested if the most recent
Statement of Information has not been filed.
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.
• All awardees must provide documents within 30 days of receipt or notification. This includes, but is not limited to,
agreements, revised project forms, final reports and financial accounting
PUBLIC ACKNOWLEDGEMENT
• Grant recipients must credit the Cultural Arts Office for its support of the project in printed, electronic and broadcast
promotions
• The following acknowledgement along with a logo (provided with use guidelines) must appear on all printed and electronic
materials: “This program is funded in part by the City of Carlsbad’s Cultural Arts Office.”
• Grantees who fail to provide public acknowledgement 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 grantee wishes to participate in promotion through approved city channels, they may opt-in as part of the agreement. All
participation in promotion through city’s social media channels as well as other outlets, is subject to review, edits and
approval by program staff prior to promotion
• Grantees are encouraged and expected to:
o Give notifications and invitations to the Cultural Arts Office in order to extend them to the Carlsbad Arts
Commission at least two weeks in advance of program
o Extensively promote funded events and projects
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POLICIES
• Once submitted, applications may be moved into a different category at the discretion of the Cultural Arts Office staff.
Notification will be made to the applicant
• The City of Carlsbad reserves the right to limit funding amount to any applicant, regardless of eligibility or panel score based
on funding limitations of goals of the program in a given year
• Cultural Arts Office staff actively review and evaluate all aspects of this program and processes. Updates may occur
throughout the funding calendar. Cultural Arts Office staff will provide information on program updates to all grantees as
they are adopted.
• Any proposed significant changes or amendments by 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 any execution of altered activity. This
includes, but is not limited to, changes in purpose, scope, services, 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 that have been significantly altered
or shifted from stated goals in the original approved application and/or revised project form. Cancelled funds must be
returned to the Cultural Arts Office within 30 days of notification.
• No two entities (organization or school/affiliated groups) may apply for funding for the same project.
• Review Appendix 2 for a list of projects and programs ineligible for funding.
OTHER INFORMATION
CARLSBAD ARTS COMMISSION MEETINGS:
Carlsbad Arts Commission meetings are public held throughout the year. For more information about the duties of the Carlsbad
Arts Commission and its meetings, visit www.carlsbadca.gov.
HOW TO APPLY
APPLICATION
All applications must be submitted online. The application is comprised of approximately five main sections, some of which include
long-answer sections and attachments. The application is available at www.carlsbadca.gov/artsgrants.
1. Organization Information
2. Project Information and Narrative
3. Project Support Information
4. Budget (a sample budget form is included as Appendix 3)
5. Signatory Information
ASSISTANCE
Cultural Arts Office staff are always available to assist applicants. Please contact the Cultural Arts Office at arts@carlsbadca.gov or
by phone at 760-602-2090.
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APPENDIX 1: COMMUNITY ARTS GRANTS FAQS
• Are there any organizations ineligible to receive Community Arts Grant funding?
o Yes. For-profit organizations are ineligible to receive funding through the Community Arts Grants program. This
includes schools and businesses.
• Is there an age limit for individual artists?
o Yes. Any individual artist applying or receiving funds through a fiscal agent must be 18 on or before application
deadline.
• How are final awards decided?
o All award amount decisions consider the total amount of funding available, scores from panelists and the request
from the applying entity. The scoring panel creates a funding plan based on these factors, which is forwarded to
the Arts Commission for final approval.
• What if I am receiving funding from City of Carlsbad through another department or division?
o Any organization awarded a City of Carlsbad’s Community Activity Grant through the Housing and Neighborhood
Services Department are ineligible to receive funding through Community Arts Grants.
o It is in organization’s best interest to explore and apply for other grant opportunities, including the Carlsbad Library
and Arts Foundation’s Gartner Fund and the Carlsbad Tourism Business Improvement District grants through the
City of Carlsbad. For more information, please contact our office.
• Can one school site apply for multiple Arts in Schools awards?
o Yes. While there is no limit to applications from one school site, multiple applications from one site with projects in
one artistic genre (i.e. music) will be taken into consideration.
APPENDIX 2: INELIGIBLE ORGANIZATIONS AND ACTIVITIES
The City of Carlsbad will NOT award grants to:
• Organizations receiving funding through City of Carlsbad Community Activity Grants
• 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 that are 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
o Purchases or repairs of arts-specific equipment with the capability of extended use over several years are
permitted. Proposals requesting funds for such expenses should be discussed in advance with the Cultural Arts
Office staff.
• 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 non-profit 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
Funding may NOT be used for:
• Fund-raising expenses
• Consultants who are members of an applicant’s staff or board
• Payments to students
• Scholarships, fellowships or tuition assistance
• Costs incurred before the start of the funded project or outside the funding period
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Page 8 of 8
• Any and all in-person activities outside the City of Carlsbad limits
• Entry fees for competitions or sponsorship fees
• Pageants, fund-raising events or hospitality costs
• Publication of manuscripts or compositions not created as part of a grant-supported project
• Purchase of monetary awards, cash prizes, contributions or donations
• Scholarly or academic research, tuition and activities which generate academic credit or formal study toward an academic
or professional degree
• Creation of textbooks
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Applicant:
FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION
$Notes $Notes
Admissions
Gifts/Merchandise/
Concessions
Advertising
Other
Subtotal Earned Income $0 Subtotal Earned Income $0
$Notes $Notes
Private
Individual
Public Support
Applicant Cash
CAG Request Amount Amount requested through Fiscal Year 201-22 Community
Arts Grants
Amount received through Fiscal Year 2021-22 Community
Arts Grants
Other
Other
Subtotal Unearned Income $0 Subtotal Unearned Income $0
$0 $0INCOME TOTALS
PROJECTED - APPLICATION ACTUALS - FINAL REPORT
PROJECT INCOME
Earned IncomeUnearned IncomeDocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Applicant: FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION
Cash Notes Cash Notes
Project Staff (non-artist)
Project Artist(s) or Arts
Instructor(s)
Educational Materials/Printing
Costumes/Props
Sets
Supplies
Licensing/Royalties
Rentals (space and/or other)
Transportation
Food & Beverage
Marketing/Promotion/
Publicity
Fiscal Agency Fee
Other
Other
Other
PROJECT EXPENSES
PROJECTED - APPLICATION ACTUALS - FINAL REPORT
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Applicant: FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION
$0 $0
Value Notes Value Notes
$0 $0
Budget Instructions:
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.
ACTUALS - FINAL REPORT
IN-KIND SUPPORT
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 d
Round all budget figures to the nearest whole dollar.
EXPENSES TOTALS
IN-KIND TOTALS
PROJECTED - APPLICATION
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Taylor Beveridge Carlsbad Educational Foundation
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 1
High School Instrument Class
Fiscal Year 2021-22: Arts Projects for Arts Organizations
Carlsbad Educational Foundation
Taylor Beveridge
5631 Palmer Way
Suite L
Carlsbad, CA 92010
info@Carlsbaded.org
O: 760-929-1555
Taylor Beveridge
5631 Palmer Way
Suite L
Carlsbad, CA 92010
taylor@Carlsbaded.org
O: 760-473-9612
EXHIBIT "A"DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Taylor Beveridge Carlsbad Educational Foundation
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 2
Application Form
Organization Information
Are you an individual artist applying through a fiscal agent?*
No
Primary Organization Name
Name as shown on an IRS letter of determination.
Carlsbad Educational Foundation
DBA (if applicable)
Organization Website
www.Carlsbaded.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 Carlsbad Educational Foundation (CEF) provides private support (through a combination of earned
income and fundraising) for public education programs in the Carlsbad Unified School District (CUSD). The
mission of CEF is to provide increased educational opportunities for all CUSD students by developing and
funding impactful programs. CEF supports 11,000 K-12 Carlsbad students through programs in three impact
areas: district-wide music, STEAM (Science, Technology, Engineering, the Arts, and Math) and educational
innovation.
Project Information and Narrative
Project Name:*
Please provide us with the name of the arts project.
High School Instrument Class
Project Summary:*
Please provide us with a brief summary of your project.
Students from Carlsbad High School’s new Instrument Class (Available to Grades 9-12) will learn how to
play four instruments: the cajón, ukulele, guitar, and piano. This class will differ from other instrumental
classes offered as there is no concert component. This will allow students who may typically shy away from
getting involved in performance arts because of their stage fright an opportunity to experience learning and
enjoying an instrument. This class will also provide students with a new avenue to access their ability to
create songs with instruments not currently offered in a music class at the high school. Students will learn all
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Taylor Beveridge Carlsbad Educational Foundation
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 3
four instruments through written form and rote instruction and will create their own songs by the end of
each semester. The Instrument Class aims to not only provide access and innovational instruction to new
instruments, but build confidence, inspire creativity, and provide a safe and engaging space to make music.
Project Start Date:*
08/24/2021
Project End Date:*
06/09/2022
Project Details:
Please provide additional details for the project such as additional dates, times and location(s) for all project
events for marketing, communications and/or possible future site visits.
This Instrument Class will take place at Carlsbad High School during the 2021-2022 school year over two
semesters in an allotted in-class period. It will be open to 30 students its first year.
We would be happy to provide photos and student quotes in sharing this program with your team.
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 Arts Projects.
$7,500.00
Participants:*
Total number of expected participants for this project (i.e. artists, coordinators, directors.)
31
Audience:*
Total number of expected audience attendance for this project.
0
Previous Project Success:
If your organization has completed a similar project, please provide details of the project and why it was
successful.
Last year, the Carlsbad Educational Foundation in partnership with the Coastal Community Foundation
granted $20,179.29 for 18 Carlsbad and Sage Creek High School teacher projects in the Career and Technical
Education (CTE) and Visual and Performing Arts (VAPA) space. Teachers were given the opportunity to
submit a creative project that enhanced the student experience in their classrooms. They chose to use their
grant in areas like student murals, wireless microphone systems, new Biomed and Business Class technology,
theater workshops and more. This allowed teachers to be innovative and provide students with additional
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Taylor Beveridge Carlsbad Educational Foundation
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 4
learning opportunities they might have not otherwise experienced. Many of these project reports included
that their additions would now remain as part of the course curriculum.
Although these projects do not directly mirror the Instrument Class Project, there is a clear connection.
Through this grant, teachers were able to look at their current instructional model and better the student
experience by creating something that filled a gap or improved on an area that was not previously being
addressed. The Instrument Class was created on these same principles. By investing in this project that
provides these new instruments and method of teaching, students will be given an opportunity to experience
music in a different and exciting way than what has been offered to them before.
Project Distinction:
What makes this project distinctive?
The Instrument Class is very distinctive from the music classes that are currently offered which is what
makes this such an incredible project.
Carlsbad students have never had access to a music class at school that includes instruction for the cajón,
ukulele, guitar, and piano. This class could significantly change the life of numerous students by offering them
something that does not exist in the current instructional model and that they may not have access to
otherwise.
Prior to this project, student options for classes in music at school include performing in public concerts
or public shows. Many students choose art classes over music classes because they fear the required
performance component. This class has taken away the public performance component to appeal to a new
population of students with a curiosity for learning an instrument and making music.
Additionally, this project is also not a one-time opportunity for our Carlsbad student population. Although
the first year of the Instrument class will accommodate 30 students, the investment required for it to exist
(one-time funding for instruments) will impact countless students for years to come.
Project Goals:
What are the goals (outputs and/or outcomes) of the project? How will you measure your goals?
In the first semester, students will learn three instruments (cajon, ukulele, and guitar) divided into three
six-week units. They will learn the string instruments by reading chord charts. The cajon will be learned by
rote and written form. By the end of each of the 6-week units, students will be able to play one instrument
with proficiency and fluency and will write one of their own songs
In the second semester, the students will learn to play the piano in a similar style as they learned the
other instruments: a combination of chords, rote, and written note reading. By the end of 2nd semester, the
students will be able to play two to three songs on the piano with proficiency and fluency and write one of
their own songs.
Goals will be measured by making the two-to-three song play target and composition of one song for each
instrument. There will be a pre and post assessment of skills, knowledge, and confidence for every 6-week
unit. Students will be regularly involved in the learning process by using the Project Tuning Protocols at the
start of each unit. The Protocols help students identify unanswered questions, fears, and struggles that can be
avoided during the learning process.
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Taylor Beveridge Carlsbad Educational Foundation
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 5
Target Population:
Who is your target population and why? How will you reach them?
The target population is students from Carlsbad High School (Grades 9-12). This class is tailored to reach
students who:
• Have an interest in learning to play new instruments but have not had access to these instruments
prior to this project
• Want to learn to play an instrument but have withheld learning because of performance anxiety
• Lack funding to pay for private music classes but can now learn in school
This class will be included in Carlsbad High School’s 2021-2022 Course Catalog available digitally and in
hard copy to all students and parents in Summer 2021, prior to the start of the next school year.
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.
The Carlsbad Educational Foundation in partnership with the Carlsbad Unified School District has
received general project support from:
• Carlsbad High School’s Parent, Teacher & Student Association (PTSA): $125.00
• Coastal Community Foundation: $500.00
• Sigma Alpha Iota, The International Music Fraternity: $250.00
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. *Feel free to contact the Cultural Arts Office at 760-602-2090 or
email arts@carlsbadca.gov should you need assistance.
Organization Changes/Challenges/Circumstances:
What special circumstances, challenges or changes have affected your organization? What impact has this had on
your organization?
Over many years, CEF has built diversified revenue sources that include both earned income as well as
philanthropic contributions. Our largest earned income program, Kids Care, provides fee-based before and
after school care for more than 850+ children at 9 elementary and middle school sites in the CUSD. Net
income from Kids Care provides a significant portion of the funding we can then invest in programs and
resources for Carlsbad students. Specifically, with the base of funds provided by earned income
programming prior to COVID-19, CEF was able to direct 100% of the grants raised through foundation and
corporate support to the various programs we know make a difference in the lives of our students. Due to this
past year’s school closures and the subsequent closure of KidsCare, COVID-19 has had a significant financial
impact on CEF. Our ability to raise contributed income was also impacted. All three fundraising events;
Annual Golf Tournament, Celebrate Carlsbad Day at Legoland, and Spin for Schools were cancelled due to the
pandemic. We have also experienced loyal funding sources understandably re-allocating their giving to
address COVID-19 initiatives. Given declines in both donations and earned income, grants from donors like
the City of Carlsbad’s Cultural Arts Office are even more important to ensure we can continue to fund
programs for Carlsbad students as doors are now reopen.
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Taylor Beveridge Carlsbad Educational Foundation
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 6
Project Support Information
Materials Upload (OPTIONAL, but recommended):
Please upload any marketing materials, images and/or files that would provide more information about your
project.
Videos Upload (OPTIONAL):
Please provide us with a host website link for all videos relevant to the project.
Videos Upload (OPTIONAL)
If you do not have a URL that hosts your video, 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
Total Project Budget
$16,049.00
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. *Budget
forms will be available on the Cultural Arts Community Arts Grants webpage. Feel free to contact the Cultural Arts
Office at 760-602-2090 or email arts@carlsbadca.gov should you need assistance.
FY 2021-22 Project Budget Form Arts Projects- Instrument Class .pdf
Organizational Budget:*
Please upload a current organizational budget.
CEF 20-21 Operating Budget.pdf
Letter of Determination:
If you are a first time grant applicant with the City of Carlsbad, please upload your IRS Letter of Determination.
CEF IRS Determination Letter.pdf
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.
CEF IRS Determination Letter.pdf
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Taylor Beveridge Carlsbad Educational Foundation
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 7
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Taylor Beveridge Carlsbad Educational Foundation
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 8
File Attachment Summary
Applicant File Uploads
• FY 2021-22 Project Budget Form Arts Projects- Instrument Class .pdf
• CEF 20-21 Operating Budget.pdf
• CEF IRS Determination Letter.pdf
• CEF IRS Determination Letter.pdf
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Applicant: Carlsbad Educational Foundation FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION
$Notes $Notes
Admissions $0
Gifts/Merchandise/
Concessions $0
Advertising $0
Other $0
Subtotal Earned Income $0 Subtotal Earned Income $0
$Notes $Notes
Private $7,114 CEF Funding
Individual $0
Public Support $0
Applicant Cash $0
CAG Request Amount $7,500 Amount requested through FY 2021-22 Community Arts
Grants
Amount received through FY 2021-22 Community Arts
Grants
Other $875 Carlsbad High School PTSA ($125), Coastal Community
Foundation ($500), and Sigma Alpha Iota ($250)
Other $560 In-Kind Items (Donated Instruments) Total *Listed Below
Subtotal Unearned Income $16,049 Subtotal Unearned Income $0
$16,049 $0INCOME TOTALS
PROJECTED - APPLICATION ACTUALS - FINAL REPORT
PROJECT INCOME
Earned IncomeUnearned IncomeDocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Applicant: Carlsbad Educational Foundation FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION
Cash Notes Cash Notes
Project Staff (non-artist)$0
Project Artist(s) or Arts
Instructor(s)$0
Educational
Materials/Printing $0
Costumes/Props $0
Sets $0
Supplies $4,200 Cajon: One time instrument purchase of $139.99 x 30 (at 1
per student)
Licensing/Royalties $0
Rentals (space and/or other)$0
Transportation $0
Food & Beverage $0
Marketing/Promotion/
Publicity $0
Fiscal Agency Fee $0
Other $1,650 Supplies Cont: Ukulele: One time instrument purchase of
$54.99 x 30 (at 1 per student)
Other $3,900 Supplies Cont: Guitar: One time instrument purchase of
$129.99 x 30 (at 1 per student)
Other $6,299 Supplies Cont: Piano and Piano Stand: One time instrument
purchase of $149.99 + 59.99 x 30 (at 1 per student)
PROJECT EXPENSES
PROJECTED - APPLICATION ACTUALS - FINAL REPORT
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Applicant: Carlsbad Educational Foundation FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION
$16,049 $0
Value Notes Value Notes
4 Ukuleles $220 4 Ukuleles Donated
Guitar $130 1 Guitar Donated
Piano $210 1 Keyboard and Stand already owned by Carlsbad High
School
$560 $0
Budget Instructions:
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.
ACTUALS - FINAL REPORT
IN-KIND SUPPORT
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 differ.
Round all budget figures to the nearest whole dollar.
EXPENSES TOTALS
IN-KIND TOTALS
PROJECTED - APPLICATION
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Carlsbad Educational Foundation
Annual Budget
September 2020 through August 2021
Sep '20 - Aug 21
Ordinary Income/Expense
Income
Corporate & Foundation & Gov't 225,000.00
Individuals 89,000.00
Earned Income 2,397,363.00
Collaborative Income 10,000.00
Signature Events 150,000.00
Interest & Dividend Income 100.00
Total Income 2,871,463.00
Gross Profit 2,871,463.00
Expense
Program Service
Awards 850,000.00
Collaborative Expense 10,000.00
Total Program Service 860,000.00
Supporting Services
Earned Revenue Expenses 2,197,611.00
Special Event Expenses 49,000.00
CEF Rent/Lease 33,000.00
Direct Mail / Annual Fund Drive 5,000.00
Donor Relations 1,500.00
Grant-writing support non-award 12,000.00
Newsletter/Annual Report 1,500.00
Office Cleaning 2,160.00
Office Supplies 7,500.00
Public Relations / Marketing 8,000.00
Telephone 4,000.00
Utilities 5,000.00
Web Site 5,000.00
Total Supporting Services 2,331,271.00
Management & General
Bad Debt/Allowance 500.00
Computers & IT Support 9,600.00
Professional Development 11,000.00
Accounting 4,000.00
Financial Audit 11,500.00
Automobile Expense 2,000.00
Bank Charges 22,500.00
Dues and Subscriptions 2,500.00
Meetings 5,000.00
Legal 1,500.00
Payroll Salaries 293,608.00
Payroll Tax Expense 26,425.00
Retirement 5,000.00
Insurance 25,774.00
Total Management & General 420,907.00
Total Expense 3,612,178.00
Net Ordinary Income -740,715.00
Net Income -740,715.00
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Internal Revenue Service
Department of the Treasury
P. O. Box 2508
Date: July 26, 2005 Gincinnati, OH 45201
Person to Contact:
CARLSBAD EDUCATTONAL FOUNDATION Richard E. Owens 31-07974
PO BOX 205 Customer Service RepresentativeCARLSBAD CA 92018-0205 Toll Free Telephone Number:
8:30 a.m. to 5:30 p.m. ET
877-829-5500
Fax Number:
s13-263-3756
Federal ldentification Number:
95-3768448
Dear Sir or Madam:
This is in response to your request of July 26,2005, regarding your organization's tax-
exempt status.
ln February 1985 we issued a determination letter that recognized your organization as
exempt from federal income tax. Our records indicate that your organization is currently
exempt under section 501(c)(3) of the lnternal Revenue Code.
, Our records indicate that your organization is also classified as a public charity under
sections 509(a)(1 ) and 170(bX1 XAXvi) of the lnternal Revenue Code.
Our records indicate that contributions to your organization are deductible under section
170 of the Code, and that you are qualified to receive tax deductible bequests, devises,
transfers or gifts under section 2055, 2106 or 2522 of the lnternal Revenue Code.
lf you have any questions, please call us at the telephone number shown in the heading of
this letter.
Sincerely,
l*"Y lhnD
Janna K. Skufca, Director, TE/GE
Customer Accou nt Services
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4
Internal Revenue Service
Department of the Treasury
P. O. Box 2508
Date: July 26, 2005 Gincinnati, OH 45201
Person to Contact:
CARLSBAD EDUCATTONAL FOUNDATION Richard E. Owens 31-07974
PO BOX 205 Customer Service RepresentativeCARLSBAD CA 92018-0205 Toll Free Telephone Number:
8:30 a.m. to 5:30 p.m. ET
877-829-5500
Fax Number:
s13-263-3756
Federal ldentification Number:
95-3768448
Dear Sir or Madam:
This is in response to your request of July 26,2005, regarding your organization's tax-
exempt status.
ln February 1985 we issued a determination letter that recognized your organization as
exempt from federal income tax. Our records indicate that your organization is currently
exempt under section 501(c)(3) of the lnternal Revenue Code.
, Our records indicate that your organization is also classified as a public charity under
sections 509(a)(1 ) and 170(bX1 XAXvi) of the lnternal Revenue Code.
Our records indicate that contributions to your organization are deductible under section
170 of the Code, and that you are qualified to receive tax deductible bequests, devises,
transfers or gifts under section 2055, 2106 or 2522 of the lnternal Revenue Code.
lf you have any questions, please call us at the telephone number shown in the heading of
this letter.
Sincerely,
l*"Y lhnD
Janna K. Skufca, Director, TE/GE
Customer Accou nt Services
DocuSign Envelope ID: 264BA17F-7113-4ADD-BE5C-37C0998381F4