HomeMy WebLinkAboutNational Association of Music Merchants; 2021-09-13; PSALCA-22031CA1
Fiscal Year 2021-22 GRANT AGREEMENT FOR
National Association of Music Merchants
This agreement, is made on the day of , 20 , by National Association
of Music Merchants (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: The San Diego Sound Project
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.
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Debbie Jo McCool Mimi Kim Richard SchultzDebbie Jo McCool Suzanne Smithson Ed Garbo
September 2113th
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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.
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
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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:
National Association of Music Merchants City of Carlsbad
Attn: Carolyn Grant Library & Cultural Arts Director, Suzanne Smithson
National Association of Music Merchants 1775 Dove Lane
Carlsbad, CA 92008 Carlsbad, CA 92011
Email: CarolynG@namm.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
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
carolyng@museumofmakingmusic.org
Carolyn Grant
8/31/2021
Executive Director
alisam@namm.org
Alisa Mize Development Officer
9/1/2021
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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
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
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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: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
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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
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
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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
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
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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
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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: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
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: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
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: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
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: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Alisa Mize National Association of Music Merchants
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 1
The San Diego Sound Project
Fiscal Year 2021-22: Arts Projects for Arts Organizations
National Association of Music Merchants
Carolyn Grant
5790 Armada Drive
5790 Armada Drive
Carlsbad, CA 92008
AlisaM@namm.org
O: 760-438-5996
Alisa Mize
5790 Armada Drive
Carlsbad, CA 92008
AlisaM@namm.org
O: 619-818-2228
EXHIBIT "A"DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Alisa Mize National Association of Music Merchants
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.
NAMM Foundation
DBA (if applicable)
Museum of Making Music
Organization Website
https://www.museumofmakingmusic.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 Museum of Making Music (MoMM), a 501-c-3 non-profit institution, is a program division of the non-
profit National Association of Music Merchants (NAMM) Foundation. Together the Museum and NAMM
envision a world in which the joy of making music is a precious element of daily living for everyone, available
to all regardless of an individual’s age, income level or ethnic background. The Museum is dedicated to
interpreting and sharing with a broad audience the unique accomplishments and lasting impact of the music
products industry through a variety of permanent and special exhibitions, live performances, and educational
programs.
Project Information and Narrative
Project Name:*
Please provide us with the name of the arts project.
The San Diego Sound Project
Project Summary:*
Please provide us with a brief summary of your project.
The pandemic has greatly disrupted the live music industry. With venues shut down, it has been difficult
for local musicians to gain momentum. The San Diego Sound Project would rally around this talented
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Alisa Mize National Association of Music Merchants
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 3
community by giving them a professional space to perform. If awarded funding, we would hold five concerts.
Pending guidelines, these events would be either live from MoMM without an audience, live from MoMM with
a full audience, or a hybrid – live from MoMM with low capacity, also streamed online. Events would be
streamed simultaneously on our website, YouTube and Facebook.
These concerts will enable Carlsbad residents to experience high-quality live music in a variety of ways.
For added professional insight, we have formed an advisory committee to help with artist identification.
Artists would not just play concerts; the concert content will be anchored by themes stemming from the
newly renovated Museum. Additionally, we will have a mission-driven outreach component to our
programming with the inclusion of free live streaming to ten assisted living/senior facilities and three college
music programs.
This concert series will support local musicians, and help attendees combat isolation, stress and anxiety
caused by the pandemic through experiencing high-quality live music with educational programming.
Project Start Date:*
09/04/2021
Project End Date:*
08/26/2022
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.
All concerts would be located at the Museum of Making Music. Pending guidelines, these events would be
either live from MoMM without an audience, live from MoMM with a full audience, or a hybrid – live from
MoMM with low capacity, also streamed online. The following advisory committee will help to identify artists
that can illustrate our renovated museum themes (described later) while ensuring equity and diversity in our
selections:
-Kamau Kenyatta/USCD Faculty, GRAMMY-winning producer
-Dr. Merryl Goldberg/CSUSM Faculty
-Derek Cannon/Grossmont College
-Christy Coobatis/Mira Costa College
-Bridget Dolkas/Pacific Symphony Second Violin
Dates will be determined based on artists availability
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.)
26
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Alisa Mize National Association of Music Merchants
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 4
Audience:*
Total number of expected audience attendance for this project.
2000
Previous Project Success:
If your organization has completed a similar project, please provide details of the project and why it was
successful.
The MoMM has a reputation for providing high-quality concert experiences. We have been presenting
concerts since 2001. Our virtual platform has been tested by other concerts and is in-line with our high
standards of presenting live music. We have professional sound and lighting, and ample backline.
Additionally, we have a strong reputation within the artist community. What makes a MoMM concert unique
is that it is not just a concert where you are performed at. Artists are highly encouraged to interact with the
audience and talk about their own personal experiences with music: how they came to compose a song, why
they prefer one instrument to another, – stories and insights that make the music truly come alive. If a concert
is virtual, we have an audience engagement component within our virtual concerts. We have held eight total
virtual concerts and feedback has been outstanding. Additionally, we have a dedicated following of concert
attendees and an outstanding marketing team that will enable us to reach an even broader community. In a
typical year, we offer 40-50 concerts and average 5,700 attendees.
Project Distinction:
What makes this project distinctive?
This project is distinctive because of:
Unique Programming:
An experienced advisory committee will help us to identify artists that can illustrate our themes while
ensuring equity and diversity. Concerts would be anchored by the themes below stemming from the
renovated Museum. Attendees would experience educational components that would then be deepened by a
live music concert.
Themes:
Being Heard (acoustic guitars)
Getting Louder (electric guitars)
People on the Move (mandolins & accordions)
Waves of Popularity (banjos & ukuleles)
Life at Home (pianos)
Emerging Technologies (electronic instruments)
Finding Your Match (brass & woodwinds)
The Sonic Pallet (percussion)
*For example..."Being Heard" will include information on how and why guitars got louder over time that
may include a gallery presentation or be demonstrated directly by the artist.
Attendees to each concert will receive complimentary admission to the Museum.
Accessibility:
It will likely be some time until people feel comfortable attending live music events in person, this series
will have a virtual component. This will enable us to expand our audience and reach community members
that do not drive or would not have the means to attend an in-person concert. If awarded funding, for all
concerts, we will:
Invite ten assisted living homes to view the concert online
Give virtual access to students from at least three college music programs
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Alisa Mize National Association of Music Merchants
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 5
Project Goals:
What are the goals (outputs and/or outcomes) of the project? How will you measure your goals?
Our goal is to provide over 2,000 Carlsbad residents a meaningful engagement in the arts, mirroring the
City’s goal of reinforcing artistic opportunities for residents, and lifelong learning for all ages.
Goals:
Provide a Quality Streaming Experience: Our platform is in-line with our high standards of presenting
music. We have professional sound and lighting, ample backline, and have learned how to stream concerts
very effectively.
Engage Audience: Artists will have a means to engage with participants by connecting with the viewers
during the live stream. We do this through facilitated chat on YouTube and Facebook. This is critical in our
virtual programming experience as it replicates the intimate conversational vibe of our concerts and expands
our reach beyond our walls.
Facilitate Learning: Concerts will be anchored by the themes stemming from the renovated Museum.
Attendees will learn educational components that would then be deepened by a concert experience.
Measurements:
Attendance: Average 300 people (in-person and live streamed), with an additional 100 people
accessing post-concert recordings. Online engagement will be closely monitored through channel analytics
platforms.
Program Feedback-Audience surveys will include qualitative feedback through open-ended questions
and gives us the ability to make changes before the next event. A significant component of our ongoing
success is being receptive, and action based when it comes to suggestions.
Target Population:
Who is your target population and why? How will you reach them?
Our target population is Carlsbad residents. Marketing will consist of:
E-Blast Marketing- 8,500 people will receive concert e-blasts.
Social Media- Concert notifications will be given to 10,688 Facebook and 7,543 Twitter followers.
We will also set up Facebook ads to specifically target Carlsbad residents.
Since this is a virtual platform, we will also be able to expand our audience beyond Carlsbad, as well as
to people that do not drive, and/or could normally not afford a concert experience. Expansion will include
targeting:
o The senior population in ten assisted living homes (identified through volunteers and staff) for live
streaming our concert in their facility.
o At least three college music programs that will provide free live streaming access for students. Our
concert advisory committee has faculty representing USCD, CSUSM, Grossmont and Mira Costa College.
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.
N/A
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.
Bio's Concert Committee.pdf
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Alisa Mize National Association of Music Merchants
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 6
Organization Changes/Challenges/Circumstances:
What special circumstances, challenges or changes have affected your organization? What impact has this had on
your organization?
The pandemic has greatly disrupted the live music industry. The challenges and changes to our
organization are as follows:
Impact of COVID-19 on the Museum of Making Music:
Closed the Museum mid-March
Cancelled Play it Forward Gala
Cancelled a total of 20 concerts that were scheduled for 2020 and put a pause on booking for the
2020/2021 season
Overall impact of COVID year to date: $650,000 loss in revenue
Response to Ensure Financial Stability:
Continued grant-writing, donor engagement, and one/one donor visits
Pivoted programming and launched “MoMM@Home,” a series of self-produced online streaming
events. https://www.museumofmakingmusic.org/mommathome
Held five virtual concerts with grant funding from the Carlsbad Arts Office. The concerts were live
streamed. These critical programs that the arts office funded were a means to finally connect again with our
audiences. Not only did these concerts support musicians, but they also helped attendees combat isolation,
stress and anxiety caused by the pandemic through experiencing educational, high-quality live music.
Used the required closure time to ensure a vibrant future by completing a $975,000 major renovation,
which we had finished fundraising for in February 2020. We believe the renovated Museum is a truly
transformative project for the San Diego community. Information can be found at
https://www.museumofmakingmusic.org/renovation
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.
MoMMmembership2021-FINAL3.pdf
Videos Upload (OPTIONAL):
Please provide us with a host website link for all videos relevant to the project.
https://www.museumofmakingmusic.org/renovation
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.)
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Alisa Mize National Association of Music Merchants
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 7
Budget Information
Total Project Budget
$23,750.00
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 (NEW CYCLE) - Copy.pdf
Organizational Budget:*
Please upload a current organizational budget.
FND Museum FY21.xlsx
Letter of Determination:
If you are a first time grant applicant with the City of Carlsbad, please upload your IRS Letter of Determination.
FND IRS Det 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.
Officers & Directors Directory July 2020.pdf
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Alisa Mize National Association of Music Merchants
Printed On: 15 July 2021 Fiscal Year 2021-22: Arts Projects for Arts Organizations 8
File Attachment Summary
Applicant File Uploads
• Bio's Concert Committee.pdf
• MoMMmembership2021-FINAL3.pdf
• FY 2021-22 Project Budget Form (NEW CYCLE) - Copy.pdf
• FND Museum FY21.xlsx
• FND IRS Det Letter.pdf
• Officers & Directors Directory July 2020.pdf
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Kamau Kenyatta
Pianist/ soprano saxophonist Kamau Kenyatta resides in San Diego, CA. He is a Grammy award-
winning producer and arranger. Kamau is a Teaching Professor at the University of California San
Diego Department of Music. He was honored with the prestigious Barbara J. and Paul D. Saltman
Distinguished Teaching Award at UC San Diego in May 2009.
Originally from Detroit, his versatility comes from his early
exposure to a vast array of musical styles. Kamau has worked
with jazz greats such as Hubert Laws, Donald Byrd, Yusef
Lateef, Jim Pepper, and Earl Klugh. World tours have taken
him to over 20 countries and include stints with The
Supremes, Carl Anderson (from Jesus Christ Superstar), Oscar
Brown, Jr., SWV, Silk, the Watts 103rd Street Rhythm Band
and New Kids on The Block.
Kamau has also collaborated with Hubert Laws in writing the score for “Small Steps, Big Strides”
a documentary concerning the history of African-American film. He wrote and supervised music
for “The Dawn At My Back,” a Sundance Film Festival award-winning interactive DVD-ROM
memoir. In 2015, Kamau scored the film, “Spirits Of Rebellion,” by Zeinabu Irene Davis. In 2016,
he completed the score for the Gregory Porter biopic, “Don’t Forget Your Music.” The film was
released in the UK in the fall of 2016.
Kamau served as musical director for Blues Schoolhouse, an educational program for middle-
school children, at the International House Of Blues (San Diego). In 2009, Kenyatta joined the
Music Department at California State Summer School for the Arts (CSSSA). He served as
Department Co-Chair from 2010-11.
“Destiny,” a recording that showcases Kenyatta as pianist, composer and producer, was released
in the spring of 2007. “The Elegant Sadness,” his most recent recording in the same roles was
released in the fall of 2019. Kamau produced "Water" and “Be Good” for vocalist Gregory Porter
on the Motema label - both were nominated for Grammy awards. In 2013, Kenyatta served as
associate producer and arranger for Porter’s Blue Note Records debut disc “Liquid Spirit.” In
February 2014, this project won a Grammy in the “Best Jazz Vocal Album” category. 2016 saw
releases of his production projects included Gregory Porter’s “Take Me To The Alley,” Ed Motta’s
“Perpetual Gateways,” and Steph Johnson’s “Music Is Art.” In February 2017, Kamau won a
Grammy for his co-production and arrangements on “Take Me To The Alley” in the “Best Jazz
Vocal Album” category. In 2018, his production of “Uncovered Soul” by Kathy Kosins was
released. Production projects released in 2019 include a self-titled project for vocalist Daneen
Wilburn and “Intuition: Songs From The Minds Of Women” for Alicia Olatuja. Scheduled
production releases for 2020 include Paulette McWilliams’ “A Woman’s Story” and Allan Harris’
“Kate’s Place.”
kkenyatta@ucsd.edu
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Merryl Goldberg, Ed.D.
Dr. Goldberg is a Professor in the School of Arts at California State University San Marcos and
Executive Director of Center ARTES. She teaches classes related to music, and learning through
the arts. Her publications include the books, Arts Integration: teaching subject matter through
the arts in multicultural settings (5th edition, Routledge); Teaching English Language Learners
through the Arts: A SUAVE Experience (2004, Allyn and Bacon); and
Arts as Education (1992, Harvard Educational Review).
She is the recipient of numerous grants including Arts Education
Model Development and Dissemination grant from the US
Department of Education Office of Innovation and Improvement, as
well as grants from the Stuart Foundation, Panta Rhea, Spencer, John
D. and Catherine T. MacArthur grants, California Arts Council, and
Fulbright-Hays Foundations grants relating to her work with arts in
the schools. Her current major project is ART=OPPORTUNITY, a
research based initiative providing leadership for advocacy for arts
literacy: www.csusm.edu/artopp/
Merryl is also a professional saxophonist and recording artist. She toured internationally for 13
years with the Klezmer Conservatory Band, and has recorded over a dozen CDs with major labels.
She received her undergraduate degree from New England Conservatory of Music and her
Doctorate in Teaching, Curriculum and Learning Environments, from the Harvard Graduate
School of Education. Dr. Goldberg is co-principal investigator on the DREAM (Developing Reading
Education through Arts Methods) project http://dreaminstitute.wordpress.com/ and regularly
speaks at national, statewide, and local conferences on the need and benefits of arts in
education. She is the director of Centre ARTES - a university center dedicated to restoring arts to
education.
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Derek Cannon
Derek is an accomplished performer and music educator
having earned a Bachelor of Arts in Music, and Master of
Music degrees from San Diego State University
(SDSU). During his time as a student at SDSU he won many
soloist awards at jazz festivals throughout the state. Derek
has maintained an active performing career which includes
performances with Natalie Cole, Clark Terry, The Four Tops,
The Temptations, and Jon Faddis to name a few. As a BMI
affiliated composer Derek has also written and produced
music for several recording artists in the Chicago area.
Internationally, he has performed at The Montreaux Jazz Festival in Switzerland, The North Sea
Jazz Festival in The Netherlands, The Umbria Jazz Festival in Italy, and The Montreal Jazz
Festival in Canada. Derek’s recent recordings include “Coup d’ Eclat,” with Monette Marino,
2010, “From Me To You,” with Paula Prophet, 2010, “Free Your Mind,” with Walter Beasley,
2009, “Destiny,” with Kamau Kenyatta, 2008, and “Come On Over,” with Allison Adams Tucker,
2008.
In addition to being a member of the music faculty at Grossmont College, Mr. Cannon has also
chaired the Jazz Studies Department at Chicago State University (1995-1999), and is a member
of the jazz studio faculty at San Diego State University. Derek Cannon has been a member of the
Grossmont College Music Department Faculty since 1993. His classes include Music Theory, Jazz
Improvisation, Elements of Jazz, and he is the founder/director of the Afro-Cuban Ensemble. In
2002, Derek was elected to the prestigious "Who's Who Among America's Teachers."
As a faculty member of the Jazz 88.3 Summer Jazz Workshop, Derek Cannon works with middle
school and highschool jazz musicians preparing them for programs across the country, including
Grossmont College Music Department's Jazz Studies program. This is just one of the many ways
Mr. Cannon engages in music outreach in our community.
Derek.Cannon@gcccd.edu
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Christy Coobatis
Composer. Published songwriter. Singer. A longtime teacher of
popular songwriting and audio engineering, MiraCosta College’s music
and recording arts instructor Christy Coobatis has written music for
commercials, Emmy-Award-winning television and feature films. A
world-class musician and composer, Christy has served as resident
composer for several modern dance companies and scored numerous
independent films, including American Addiction, Wager of Love and
Ground Rules. Christy grew up from musical roots in Dearborn,
Michigan, amidst a musical landscape which echoed the legendary
sounds of rock and roll, Motown, jazz, classical and pop. He picked up
his first guitar at age seven, and says, “This is where, “A fire was
created in my heart for music.” Despite his love for music, Christy
pursued an education in psychology during the mid-1970s. After he
successfully obtained a bachelor’s degree, he stayed at Wayne State University in Detroit and
enrolled in the Ph.D. program, where he planned to earn a doctorate in physiological psychology.
But because of his burning desire for music, Christy left the program early and headed for an
adventure in California to pursue a contract with Capitol Records. Arriving on the Hollywood
New Wave scene in 1978, Christy faced the typical struggles of show business, which provided an
incentive to continue with education. Working toward a goal in music, he earned a bachelor’s
degree in interdisciplinary studies and a bachelor’s degree in guitar and composition at UC Irvine,
which helped create a foothold for scoring television shows and feature films throughout the
1980s and 1990s. “However,” Christy recalls, “performing for bands was the lace that connected
the eyelets of the countless projects that kept the lights on and food on the table.” Continuing
to travel on his music education pathway, he went on to earn a Master of Music in Composition
from Cal State Fullerton. Then, in 1985 he accepted a music teaching position at UC Irvine, where
he discovered his love for classroom teaching. “I found it enjoyable to be able to teach the very
thing that was so ingrained in my life,” says Christy. “I had an audience, an avenue for the
thinking and the tools behind the music. I had found my calling.” Christy’s passion for helping
others learn music and recording arts led him to many more teaching positions, including at
Irvine Valley College, Saddleback College, Mission College, Cogswell College, and to his eventual
home at MiraCosta College, where he was given a special opportunity to create a unique musical
production, “The Journey.”
“The purpose of this concert is to highlight the music that I created while on sabbatical leave
during the spring 2011 semester,” says Christy. “Each work is a representation of an aspect of my
personal journey toward the present.”
Based on the passionate infusion of Christy’s struggles and success, “The Journey” spans several
decades, and Christy’s experiences are woven into his original music of fresh pop and
neoclassical tunes. The concert is performed by more than 50 MiraCosta College student
musicians with artistic choreography and dancing by the St. Louis’ Arrive Dance Company.
“The support given to me by the college and community to develop what I teach is represented
in the music I wrote,” says Christy. “Teaching music and recording arts at MiraCosta College has
been the ultimate ramification of all my years of music creation and performance. It is my
passion. It is an opportunity to help students to change their lives by giving them opportunities
to earn a living in music…based on their talents and aspirations.”
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Bridget Dolkas
Bridget Dolkas is a passionate and vibrant member of the Southern
California musical community. As first violinist and founding
member of the California Quartet, she co-founded the Connections
Chamber Music Series (connectionsmusic.com), of which Tim
Mangan of the Orange County Register wrote, “a worthy series.”
Since the year 2000, the California Quartet has performed in
Europe and the United States to great acclaim.
Dolkas has performed world-wide since the age of 10. In recent
years, she has performed as soloist with South Coast Chamber
Orchestra and Poway Symphony. She performed for eight years in the San Diego Symphony and
the San Diego Opera Orchestra. Studying chamber music under such masters as Joseph
Silverstein, Kim Kashkashian, Fred Sherry, Toby Appel, as well as the Juilliard, Alexander and Miro
Quartets, it has made a tremendous musical impact on Dolkas.
As a student of Alice Schoenfeld, she earned her Bachelor of Music degree at the University of
Southern California, continuing her studies with Isaac Malkin and completing a Master of Music
degree from the Manhattan School of Music. She is near completion of a Doctor of Musical Arts
degree from UCLA, where she studied with Mark Kaplan. Dolkas resides in the beautiful town of
Carlsbad with her husband Sean (a trombonist) and two wonderful children, Miles and Ruby.
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
THE MUSEUM OF MAKING MUSIC IS AN INVITING AND
ENGAGING PLACE FOR FAMILIES AND INDIVIDUALS ALIKE.
It’s a destination. A community. A resource. A place of inquiry.
A place of discovery. A place where the creative relationship
between people, musical instruments, and music is explored.
And a place where your imagination takes flight.
Become a member today and enjoy the full range of unique
experiences the Museum has to offer, including:
Distinctive permanent exhibition galleries that tell the
fascinating story and history of the music products industry—
its people, its traditions, its innovations, its impact—through
interactive displays and hands-on music making stations.
Dynamic changing exhibitions on a variety of themes such as
A Moment to Reflect, Music from the Sound Up: The Creative
Tools of Synthesis, Accordions: Expanding Voices in the USA,
Summer of Innovation, Floating Strings: The Remarkable Story
of the Harp Guitar in America, LOW: The Power & Beauty of
Bass, and What Music Means to Me.
Memorable concerts in an intimate performance space
with artists such as Victor Wooten, Carl Verheyen, Alicia
Olatuja, John Jorgenson, and Judy Carmichael. Annual gala
events have featured Graham Nash, Herb Alpert, Lani Hall,
Mavis Staples, and Joan Osborne.
Interactive learning programs for youth and adults.
The Museum of Making Music explores the accomplishments
and impact of the music products industry with a broad public
audience through a wide range of educational and interactive
exhibitions and programs, all of which are designed to connect
visitors directly with the music making experience. Ultimately,
the Museum envisions a world in which the joy of making music
is a precious element of daily living for everyone, available to
all regardless of age, income level, or ethnic background.
JOIN US
MORE THAN A MEMBERSHIP...IT’S A MOVEMENT
FROM THE MAKER’S BENCH TO YOUR HEART...
The Museum of Making Music celebrates the people and the
products that bring music to our world. Through exhibitions,
immersive experiences, programs, and live music, MoMM
encourages everyone to find—or to recognize—their own
place in the world of making music.
As a Member, you will help support:
8,000 students who tour the Museum each year,
with most receiving free admission and transportation.
Student outreach averages $30,000 annually.
343 adult amateur musicians who enhance their lives each
week through the Museum’s band and orchestra programs.
Scholarship support averages $5,000 annually.
A partnership with San Pasqual Academy which provides an
intensive, hands-on music program for foster teens, offering
them a safe haven to heal and also to learn and develop life
skills such as collaboration, trust, self-expression as well as
the exploration of career options in the field of music.
This partnership averages $15,000 annually.
Permanent and temporary Museum exhibitions which make
us a vibrant learning community for all our visitors and patrons.
Exhibition expenses average $75,000 annually.
Unique to a nonprofit institution, staff salaries at the MoMM
are entirely subsidized by the National Association of Music
Merchants, enabling 100% of your membership to be allocated
directly to programs.
Financial assistance is available for membership, admission,
concert, and program fees. Please call 760.304.5820
for information.
5790 Armada Drive \ Carlsbad, CA 92008
museumofmakingmusic.org \ 760.438.5996
Hours Tuesday – Sunday 10am–5pm
Closed Mondays and major holidays.
Follow Us
A DIVISION OF THE FOUNDATION
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
COMPOSE YOUR OWN MEMBERSHIP
BASIC ANNUAL MEMBERSHIP PACKAGES
ALL BENEFITS ARE FULLY TAX DEDUCTIBLE
ENHANCED ANNUAL MEMBERSHIP PACKAGES
TAX DEDUCTIBLE AS INDICATED
Individual $40
Benefits include
• Complimentary unlimited admission for one person for one year
• Notes Newsletter
• 10% discount on concert tickets (max. two tickets per concert)
• Invitations to exhibition openings
• Two free admission passes
• 10% discount in the Museum Store
Senior/Student/Military/MoMM Volunteer $35
Benefits include
All Individual membership benefits at a discounted price.
Family $70
Benefits include
• Complimentary unlimited admission for two adults and their children under 18 for one year
• Notes Newsletter
• 10% discount on concert tickets (max. four tickets per concert)
• Invitations to exhibition openings
• Two free admission passes
• 10% discount in the Museum Store
• Invitations to family music-making events
Grandparents $65
Benefits include
All Family membership benefits at a discounted price.
• Complimentary unlimited admission for two adults and their grandchildren under 18 for one year
Individual $40
Senior/Student $35
Military/Volunteer Family $70
Grandparents $65
Check enclosed payable to Museum of Making Music.
For your protection, credit card membership purchases must be made online at museumofmakingmusic.org, in person, or byphone at 760.438.5996. THANK YOU FOR YOUR SUPPORT.
This is a gift membership
Gift for:
Send renewal notice to: Gift recipient Myself
Deliver membership to: Gift recipient Myself
Gift is from:
Gift message:
Name
Name on second card (for ALL levels except individual memberships)
Number of children under 18 (if applicable)
Address
City / State / Zip
Phone
Email
Address of recipient
City / State / Zip
!Join the Movement!MORE THAN A MEMBERSHIP… IT’S A MOVEMENT
Museum Advocate $100
Do you love and appreciate music and want to share our movement with friends? This Museum Advocate level is for you!
Benefits includeAll family membership benefits, plus:
• Six additional admission passes (eight total) for your friends!
Learning Track $150
Are you fascinated by exhibitions, instruments, and behind-the-scenes stories? This exhibition focused membership is for you!
Benefits includeAll Family membership benefits, plus:
• Exclusive VIP events with our executive director for all
exhibition openings
• $50 credit to be used toward any events (including galas)
• Curatorial Museum tour for 10 (advance booking required)
• Six additional guest admission passes (eight total)
• 15% Museum Store discount
$100 IS TAX DEDUCTIBLE
Listening Track $375
Do you enjoy Museum concerts showcasing musicians from all over the world? This concert focused membership is for you!
Benefits includeAll Family membership benefits, plus:
• A total of 10 concert tickets to use as you wish
(no expiration, seating subject to availability)
• Reserved concert seating (limit two per concert)
• Four additional guest admission passes (six total)
• 15% Museum Store discount
$150 IS TAX DEDUCTIBLE
Visionary Track $550
Do you want a deeper connection with the Museum? This exclusive Visionary level membership helps us “Play it Forward” through music.
Benefits includeAll Family membership benefits, plus:
• 10 concert tickets to use as you wish (no expiration, seating subject to availability)
• Reserved concert seating (limit two per concert)
• Invitations to artist meet-and-greets and Backstage Pass events!
• Exclusive VIP events with the Museum’s executive director for exhibition openings
• $50 credit to be used toward any events (including galas)
• Curatorial Museum tour for 10 (advance booking required)
• Visits to the Museum’s outreach programs
• 20% Museum Store discount
• Six additional guest admission passes (eight total)
• One individual gift membership
$350 IS TAX DEDUCTIBLE
Sustaining Track $1,000
Are you cause-driven and want to help drive our movement? This Sustaining membership enables us to carry out our mission every day.
Benefits includeAll Family membership benefits, plus:
• A total of 10 concert tickets to use as you wish
(no expiration, seating subject to availability)
• Reserved concert seating (limit two per concert)
• Invitations to artist meet-and-greets and Backstage Pass events!
• Exclusive VIP events with the Museum’s executive director for exhibition openings
• Preferred seating at gala events
• 50% off facility usage fee for a private event or day-long rental
in the Museum’s boardroom
• $50 credit to be used toward any events (including galas)
• Curatorial Museum tour for 10 (advance booking required)
• Visits to the Museum’s outreach programs
• 25% Museum Store discount
• 10 additional guest admission passes (12 total)
• Two Individual gift memberships
$500 IS TAX DEDUCTIBLE
Museum Advocate $100
Learning Track $150
Listening Track $375
Visionary Track $550
Sustaining Track $1000
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Applicant: FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION
$Notes $Notes
Admissions $16,250 $25 per average ticket (130 tickets X 5 concerts)
Gifts/Merchandise/
Concessions
Advertising
Other
Subtotal Earned Income $16,250 Subtotal Earned Income $0
$Notes $Notes
Private
Individual
Public Support
Applicant Cash
CAG Request Amount $7,500 Amount requested through FY 2021-22 Community Arts Grants Amount received through FY 2021-22 Community Arts Grants
Other
Other
Subtotal Unearned Income $7,500 Subtotal Unearned Income $0
$23,750 $0INCOME TOTALS
PROJECTED - APPLICATION ACTUALS - FINAL REPORT
PROJECT INCOME
Earned IncomeUnearned IncomeDocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Applicant: FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION
Cash Notes Cash Notes
Project Staff (non-artist)$2,000 program coordinator: 50 hours X $40 per hour
Project Artist(s) or Arts
Instructor(s)$10,000 artist fees: $2,000 per concert X 5 total concerts
Educational Materials/Printing
Costumes/Props
Sets
Supplies
Licensing/Royalties $300 5 total concerts
Rentals (space and/or other)$2,500 $500 per concert X 5 total concerts
Transportation
Food & Beverage $750 $150 per concert X 5 total concerts
Marketing/Promotion/
Publicity $2,900 printed flyers, direct mailing costs, Facebook adds
Fiscal Agency Fee
Other $2,750 2 sound tecs per concertX $275 each tec X 5 total concerts
Other $1,000 artist lodging: 5 total rooms for all concerts X $200 per room
Other $1,550 photographer and graphic designer
PROJECT EXPENSES
PROJECTED - APPLICATION ACTUALS - FINAL REPORT
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
Applicant: FISCAL YEAR 2021-22 COMMUNITY ARTS GRANTS - PROJECT BUDGET INFORMATION
$23,750 $0
Value Notes Value Notes
Museum Marketing $1,500 marketing coordiantor
NAMM PR/Marketing $1,400 promotion assistance with all concerts
Museum Admission Costs $5,300 museum admission fees for 130 tickets per concert X 5 shows
new prices vary from $10-$15 (minus members)
$8,200 $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: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
NAMM Foundation
(NOT-FOR-PROFIT CORPORATION)
SCHEDULE OF REVENUES AND EXPENSES FROM
Museum of Making Music
Budget January January
2021 2021 2020
REVENUE
Revenue Carryover From Prior Year 45,000.00 43,952.99 68,517.40
Admissions 65,000.00 42,048.80
Program Tuition 25,000.00 17,017.00
Concert Tickets 30,000.00 37,336.50
Museum Store Sales 41,500.00 275.88 39,579.52
Space Rental 7,500.00 8,285.00
CONTRIBUTIONS
Benefit Events 30,000.00 100.00 3,700.00
Annual Giving 25,000.00 40,265.00 23,494.31
Membership Program 27,000.00 1,065.00 19,043.00
TOTAL REVENUES 296,000.00 85,658.87 259,021.53
EXPENSES
PROGRAM SERVICES
Exhibitions
Permanent Exhibitions 5,500.00 355.88
Temporary Exhibitions 5,000.00 15,209.68
Education Programs
Music Making Programs 23,500.00 27,319.75
Volunteer Program 1,800.00 343.68 4,310.40
Tour Program 3,000.00 2,235.85
Outreach Programs 16,500.00 7,201.59
Concerts and Presentations 27,000.00 718.32 33,545.08
Museum Store 26,200.00 166.02 19,805.76
SUPPORT SERVICES
Fundraising/Development
Benefit Event 15,000.00 6,637.74
Donor Cultivation 2,750.00 310.64 517.01
Annual Giving
Membership Program 5,500.00 193.45
Marketing
General 65,100.00 936.22 31,480.57
Outreach 4,093.45
General and Administrative 78,500.00 6,787.50 34,904.22
Carry Over to Next Fiscal Year 20,650.00
TOTAL EXPENSES 296,000.00 9,262.38 187,810.43
Net Revenue (Expense)0.00 76,396.49 71,211.10
Page 5
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
NAMM Foundation
(NOT-FOR-PROFIT CORPORATION)
SCHEDULE OF REVENUES AND EXPENSES FROM
Museum of Making Music
Budget January January Variance From
2021 2021 2020 Prior Year
REVENUE
Revenue Carryover From Prior Year:
75-000-4210 Prior Year Revenue Carryover 45,000.00 43,952.99 68,517.40 (24,564.41)
Total Revenue Carryover From Prior Year 45,000.00 43,952.99 68,517.40 (24,564.41)
Admissions:
75-000-4310 Admissions - Fee 81,000.00 10.00 52,770.50 (52,760.50)
75-000-4311 Admission Fee - Discount (16,000.00)(10.00)(10,721.70)10,711.70
Total Admissions 65,000.00 42,048.80 (42,048.80)
Program Tuition:
75-720-4328 Public Programming Tuition or Ticket 26,000.00 17,792.00 (17,792.00)
75-720-4329 Program Tuition Fee - Discount (1,000.00)(775.00)775.00
Total Program Tuition 25,000.00 17,017.00 (17,017.00)
Concert Tickets:
75-723-4328 Public Programming Tuition or Ticket 37,000.00 45,043.00 (45,043.00)
75-723-4329 Program Ticket Sales - Discount (7,000.00)(7,706.50)7,706.50
Total Concert Tickets 30,000.00 37,336.50 (37,336.50)
Museum Store Sales:
75-730-4350 Merchandise Sales 45,000.00 331.80 42,349.35 (42,017.55)
75-730-4351 Merchandise Sales - Discount (3,500.00)(55.92)(2,685.98)2,630.06
75-730-4550 Overs/Shorts (83.85)83.85
Total Museum Store Sales 41,500.00 275.88 39,579.52 (39,303.64)
Space Rental:
75-724-4355 Space Rental Fee 7,500.00 8,285.00 (8,285.00)
Total Space Rental 7,500.00 8,285.00 (8,285.00)
CONTRIBUTIONS
Benefit Events:
75-701-4317 Donation - Unrestricted 100.00 3,700.00 (3,600.00)
75-701-4330 Benefit Event Ticket 30,000.00
Total Benefit Events 30,000.00 100.00 3,700.00 (3,600.00)
Annual Giving:
75-703-4317 Donations - Unrestricted 25,000.00 40,265.00 23,494.31 16,770.69
Total Annual Giving 25,000.00 40,265.00 23,494.31 16,770.69
Membership Program:
75-710-4315 Membership Fee 28,000.00 1,065.00 19,785.00 (18,720.00)
75-710-4316 Membership Fee - Discount (1,000.00)(742.00)742.00
Total Membership Program 27,000.00 1,065.00 19,043.00 (17,978.00)
TOTAL REVENUES 296,000.00 85,658.87 259,021.53 (173,362.66)
Page 5
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
NAMM Foundation
(NOT-FOR-PROFIT CORPORATION)
SCHEDULE OF REVENUES AND EXPENSES FROM
Museum of Making Music
EXPENSES
PROGRAM SERVICES
Exhibitions
Permanent Exhibitions:
75-742-5200 Equipment Purchased < $1,500 1,000.00
75-742-5520 Supplies 500.00 291.47 (291.47)
75-742-5522 Display Supplies 500.00 64.41 (64.41)
75-742-6145 Signage 1,000.00
75-742-6148 Artificat Acquisition 2,500.00
Total Permanent Exhibitions 5,500.00 355.88 (355.88)
Temporary Exhibitions:
75-743-5500 Postage & Freight 86.75 (86.75)
75-743-5520 Supplies 392.45 (392.45)
75-743-5522 Display Supplies 872.18 (872.18)
75-743-5760 Other Professional Services 2,000.00 7,408.03 (7,408.03)
75-743-6051 Meals 78.31 (78.31)
75-743-6055 Catering 1,010.00 (1,010.00)
75-743-6145 Signage 3,000.00 4,861.96 (4,861.96)
75-743-6172 Performer/Presenter Fees 500.00 (500.00)
Total Temporary Exhibitions 5,000.00 15,209.68 (15,209.68)
Education Programs
Music Making Programs:
75-720-5220 Equipment Rental/Lease 2,000.00 475.00 (475.00)
75-720-5520 Supplies 500.00 544.09 (544.09)
75-720-5560 Subscriptions & Publications 1,000.00 715.17 (715.17)
75-720-6051 Meals 187.16 (187.16)
75-720-6173 Instruction/Facilitation Fees 20,000.00 25,398.33 (25,398.33)
Total Music Making Programs 23,500.00 27,319.75 (27,319.75)
Volunteer Program:
75-721-5520 Supplies 300.00 118.68 559.45 (440.77)
75-721-6010 Conferences & Meetings 225.00 225.00
75-721-6051 Meals 55.85 (55.85)
75-721-6055 Catering 500.00 1,795.10 (1,795.10)
75-721-6173 Instruction/Facilitation Fees 1,000.00 1,900.00 (1,900.00)
Total Volunteer Program 1,800.00 343.68 4,310.40 (3,966.72)
Tour Program:
75-722-5100 Storage Facility Lease 174.95 (174.95)
75-722-5520 Supplies 500.00 490.27 (490.27)
75-722-6040 Travel 2,500.00 1,570.63 (1,570.63)
Total Tour Program 3,000.00 2,235.85 (2,235.85)
Outreach Programs:
75-725-5520 Supplies 500.00 372.82 (372.82)
75-725-6040 Travel 1,000.00
75-725-6051 Meals 83.78 (83.78)
75-725-6075 Copyright and Licensing Fees 79.99 (79.99)
75-725-6173 Instruction/Facilitation Fees 15,000.00 6,665.00 (6,665.00)
Total Outreach Programs 16,500.00 7,201.59 (7,201.59)
Concerts and Presentations:
75-723-5760 Other Professional Services 2,000.00 1,400.00 (1,400.00)
75-723-6050 Lodging 2,000.00 3,154.40 (3,154.40)
75-723-6051 Meals 1,000.00 1,262.65 (1,262.65)
75-723-6075 Copyright and Licensing Fees 2,000.00 718.32 1,728.03 (1,009.71)
Page 5
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
NAMM Foundation
(NOT-FOR-PROFIT CORPORATION)
SCHEDULE OF REVENUES AND EXPENSES FROM
Museum of Making Music75-723-6172 Performer/Presenter Fees 20,000.00 26,000.00 (26,000.00)
Total Concerts and Presentations 27,000.00 718.32 33,545.08 (32,826.76)
Museum Store:
75-730-5500 Postage & Freight (50.00)(28.00)(10.50)(17.50)
75-730-5520 Supplies 250.00 77.56 (77.56)
75-730-5522 Display Supplies 1,000.00 10.76 (10.76)
75-730-5525 Inventory - Museum Store 25,000.00 194.02 19,727.94 (19,533.92)
Total Museum Store 26,200.00 166.02 19,805.76 (19,639.74)
SUPPORT SERVICES
Fundraising/Development
Benefit Event:
75-701-5220 Equipment Rental/Lease 1,500.00 1,250.00 (1,250.00)
75-701-5550 Printing 1,500.00 1,471.01 (1,471.01)
75-701-6051 Meals 310.02 (310.02)
75-701-6055 Catering 2,000.00 1,106.71 (1,106.71)
75-701-6172 Performer/Presenter Fees 10,000.00 2,500.00 (2,500.00)
Total Benefit Event 15,000.00 6,637.74 (6,637.74)
Donor Cultivation:
75-702-5520 Supplies 250.00 310.64 189.76 120.88
75-702-5760 Other Professional Services 175.00 (175.00)
75-702-6040 Travel 1,500.00
75-702-6051 Meals 1,000.00 152.25 (152.25)
Total Donor Cultivation 2,750.00 310.64 517.01 (206.37)
Annual Giving
Membership Program:
75-710-5520 Supplies 2,500.00 103.45 (103.45)
75-710-5550 Printing 2,500.00
75-710-6055 Catering 500.00 90.00 (90.00)
Total Membership Program 5,500.00 193.45 (193.45)
Marketing
General:
75-750-5550 Printing 35,000.00 12,094.66 (12,094.66)
75-750-5560 Subscriptions & Publications 100.00 224.40 29.99 194.41
75-750-5730 Advertising - Print 20,000.00 400.00 11,797.77 (11,397.77)
75-750-5731 Advertising - Web 2,000.00 222.32 391.57 (169.25)
75-750-5760 Other Professional Services 5,000.00 5,100.00 (5,100.00)
75-750-6020 Promotional & Marketing Expenses 1,500.00 59.51 1,886.59 (1,827.08)
75-750-6070 Filming and Photography 500.00 150.00 (150.00)
75-750-6075 Copyright and Licensing Fees 1,000.00 29.99 29.99
Total General 65,100.00 936.22 31,480.57 (30,544.35)
Outreach:
75-752-6145 Signage 343.45 (343.45)
75-752-6172 Performer/Presenter Fees 3,750.00 (3,750.00)
Total Outreach 4,093.45 (4,093.45)
General and Administrative:
75-000-5040 Building Maintenance & Upkeep 10,000.00 4,985.56 (4,985.56)
75-000-5100 Storage Facility Lease 20,000.00 2,904.15 7,172.90 (4,268.75)
75-000-5200 Equipment Purchased < $1,500 500.00
75-000-5210 Equipment Repair and Maintenance 500.00 415.10 (415.10)
75-000-5230 Employee Mileage Reimbursement 500.00 996.60 (996.60)
75-000-5370 Other Employee Benefits 500.00 417.67 (417.67)
Page 5
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
NAMM Foundation
(NOT-FOR-PROFIT CORPORATION)
SCHEDULE OF REVENUES AND EXPENSES FROM
Museum of Making Music75-000-5500 Postage & Freight 10,000.00 303.15 5,245.39 (4,942.24)
75-000-5520 Supplies 1,000.00 261.99 807.65 (545.66)
75-000-5540 Computer Software 29.99 (29.99)
75-000-5550 Printing 2,000.00
75-000-5560 Subscriptions & Publications 500.00 239.76 (239.76)
75-000-5710 Legal 1,500.00 1,683.00 (1,683.00)
75-000-6010 Conferences and Meetings 95.00 15.00 80.00
75-000-6040 Travel 39.00 (39.00)
75-000-6051 Meals 541.48 (541.48)
75-000-6075 Copyright and Licensing Fees 7,500.00 2,856.30 4,586.65 (1,730.35)
75-000-6180 Association Dues & Memberships 1,500.00 319.00 894.00 (575.00)
75-000-6187 Insurance - Exhibit Artifacts 15,000.00
75-000-6200 Bank Charges 7,500.00 47.91 6,834.47 (6,786.56)
75-000-8000 Carry Over to Next Fiscal Yr
Total General and Administrative 78,500.00 6,787.50 34,904.22 (28,116.72)
Carry Over to Next Fiscal Year:
75-000-8000 Carry Over to Next Fiscal Yr 20,650.00
Total Carry Over to Next Fiscal Year 20,650.00
TOTAL EXPENSES 296,000.00 9,262.38 187,810.43 (178,548.05)
Net Revenue (Expense)76,396.49 71,211.10 5,185.39
Page 5
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
NAMM Foundation
(NOT-FOR-PROFIT CORPORATION)
SCHEDULE OF REVENUES AND EXPENSES FROM
Museum of Making Music
Variance From Percent
Budget Complete
(1,047.01)97.67%
(1,047.01)97.67%
(80,990.00)0.01%
15,990.00 0.06%
(65,000.00)0.00%
(26,000.00)0.00%
1,000.00 0.00%
(25,000.00)0.00%
(37,000.00)0.00%
7,000.00 0.00%
(30,000.00)0.00%
(44,668.20)0.74%
3,444.08 1.60%
0.00%
(41,224.12)0.66%
(7,500.00)0.00%
(7,500.00)0.00%
100.00 0.00%
(30,000.00)0.00%
(29,900.00)0.33%
15,265.00 161.06%
15,265.00 161.06%
(26,935.00)3.80%
1,000.00 0.00%
(25,935.00)3.94%
(210,341.13)28.94%
Revenue Carryover From Prior Year:
Admissions:
Program Tuition:
Concert Tickets:
Museum Store Sales:
Space Rental:
Benefit Events:
Annual Giving:
Membership Program:
Page 5
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
NAMM Foundation
(NOT-FOR-PROFIT CORPORATION)
SCHEDULE OF REVENUES AND EXPENSES FROM
Museum of Making Music
(1,000.00)0.00%
(500.00)0.00%
(500.00)0.00%
(1,000.00)0.00%
(2,500.00)0.00%
(5,500.00)0.00%
0.00%
0.00%
0.00%
(2,000.00)0.00%
0.00%
0.00%
(3,000.00)0.00%
0.00%
(5,000.00)0.00%
(2,000.00)0.00%
(500.00)0.00%
(1,000.00)0.00%
0.00%
(20,000.00)0.00%
(23,500.00)0.00%
(181.32)39.56%
225.00 0.00%
0.00%
(500.00)0.00%
(1,000.00)0.00%
(1,456.32)19.09%
0.00%
(500.00)0.00%
(2,500.00)0.00%
(3,000.00)0.00%
(500.00)0.00%
(1,000.00)0.00%
0.00%
0.00%
(15,000.00)0.00%
(16,500.00)0.00%
(2,000.00)0.00%
(2,000.00)0.00%
(1,000.00)0.00%
(1,281.68)35.92%
Permanent Exhibitions:
Temporary Exhibitions:
Music Making Programs:
Volunteer Program:
Tour Program:
Outreach Programs:
Concerts and Presentations:
Page 5
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
NAMM Foundation
(NOT-FOR-PROFIT CORPORATION)
SCHEDULE OF REVENUES AND EXPENSES FROM
Museum of Making Music(20,000.00)0.00%
(26,281.68)2.66%
22.00 56.00%
(250.00)0.00%
(1,000.00)0.00%
(24,805.98)0.78%
(26,033.98)0.63%
(1,500.00)0.00%
(1,500.00)0.00%
0.00%
(2,000.00)0.00%
(10,000.00)0.00%
(15,000.00)0.00%
60.64 124.26%
0.00%
(1,500.00)0.00%
(1,000.00)0.00%
(2,439.36)11.30%
(2,500.00)0.00%
(2,500.00)0.00%
(500.00)0.00%
(5,500.00)0.00%
(35,000.00)0.00%
124.40 224.40%
(19,600.00)2.00%
(1,777.68)11.12%
(5,000.00)0.00%
(1,440.49)3.97%
(500.00)0.00%
(970.01)3.00%
(64,163.78)1.44%
0.00%
0.00%
0.00%
(10,000.00)0.00%
(17,095.85)14.52%
(500.00)0.00%
(500.00)0.00%
(500.00)0.00%
(500.00)0.00%
Museum Store:
Benefit Event:
Donor Cultivation:
Membership Program:
General:
Outreach:
General and Administrative:
Page 5
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
NAMM Foundation
(NOT-FOR-PROFIT CORPORATION)
SCHEDULE OF REVENUES AND EXPENSES FROM
Museum of Making Music(9,696.85)3.03%
(738.01)26.20%
0.00%
(2,000.00)0.00%
(500.00)0.00%
(1,500.00)0.00%
95.00 0.00%
0.00%
0.00%
(4,643.70)38.08%
(1,181.00)21.27%
(15,000.00)0.00%
(7,452.09)0.64%
(71,712.50)8.65%
(20,650.00)0.00%
(20,650.00)0.00%
(286,737.62)3.13%
76,396.49 0.00%
Carry Over to Next Fiscal Year:
Page 5
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
NAMM OFFICERS & DIRECTORS DIRECTORY
CHRIS MARTIN
C.F. Martin & Co., Inc.
Chairman/CEO
JOEL MENCHEY
Menchey Music Service, Inc.
CEO
TOM SUMNER
Yamaha Corporation of America
President
CHRIS WHITE
White House of Music, Inc.
President/CEO
JEREMY MCQUEARY
W.H. Paige & Co., Inc.
President
CHRISTIE CARTER
Carter Vintage Guitars, LLC
Owner
JIMMY EDWARDS
Marshall Music Co.
President
MARK HEBERT
Cosmo Music Co, Ltd.
President & CEO
DAVID KALT
Chicago Music
Exchange LLC
CEO
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
NAMM OFFICERS & DIRECTORS DIRECTORY (continued)
TIM MIKLAUCIC
Cordoba Music Group, Inc.
CEO
MARK TERRY
KMC Music CEO/President
BOB YERBY
Remo, Inc.
Vice President Sales & Marketing
Schmitt Music Company
SVP Chief Operating Officer
BRIAN BALL
Ernie Ball, Inc.
CEO
KIMBERLY DEVERELL
San Diego Music Studio
BRIAN DOUGLAS
Cream City Music
Co-Owner
DOUG LADY
Hal Leonard LLC
Senior Vice President
BRYAN OTTENS
Peter E. Schmitt Co.
President
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
NAMM OFFICERS & DIRECTORS DIRECTORY (continued)
TRISTANN RIECK
Brass Bell Music, Inc.
Owner
GARY WINDER
DANSR, Inc.
Executive Vice President, Sales & Marketing
SAUL FRIEDGOOD
Eastman Music Company
President
JOHN HOPKINS
Sweetwater EVP & COO
ABBY KAPLAN
Shure Incorporated
VP, Global Retail Sales
SHAWNA ROOD
Antonio Violins and Ukes
Retail Manager
TIM SPICER
Spicer's Music, LLC
Owner
CHRIS TSO
Full Compass Systems, Ltd.
VP of Merchandising and Marketing
DAVID VIA
Zoom North America
VP of Marketing
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2
NAMM STAFF DIRECTORS
DIRECTOR OF HUMAN RESOURCES & ADMINISTRATION
Dana Hofseth
danah@namm.org 760-304-5708
DIRECTOR OF INTERNATIONAL AFFAIRS
Betty Heywood
bettyh@namm.org
Int'l Mobile: +44-794-2646-390
U.S. Mobile: 760-803-3774
DIRECTOR OF MARKETING & COMMUNICATIONS
Andy Tompkins
andyt@namm.org 760-304-5772
DIRECTOR OF MEMBERSHIP
Causby Challacombe
causbyc@namm.org 760-304-5766
DIRECTOR OF PROFESSIONAL DEVELOPMENT
Zach Phillips
zachp@namm.org 760-304-5815
DIRECTOR OF PUBLIC AFFAIRS & GOV'T RELATIONS
Mary Luehrsen
maryl@namm.org 914-933-0516
DIRECTOR OF PUBLIC RELATIONS & SOCIAL MEDIA
Chalise Zolezzi
chalisez@namm.org 760-304-5702
DIRECTOR OF TRADE SHOW OPERATIONS
Cindy Sample
cindys@namm.org 760-304-5705
DIRECTOR OF TRADE SHOW SALES
Dan Moylan
danm@namm.org 760-304-5714
DIRECTOR OF TECHNOLOGY
Dan Kessler
dank@namm.org 760-304-5712
CONTROLLER
Derek Murphy
derekm@namm.org 760-304-5738
EXECUTIVE ADMINISTRATOR
Robin Muller
robinm@namm.org 760-304-5717
EXECUTIVE DIRECTOR, NAMM MUSEUM OF MAKING MUSIC
Carolyn Grant
carolyng@namm.org 760-304-5809
DocuSign Envelope ID: 74B66920-89B9-4F0D-A7A0-B3CD4C2585C2