HomeMy WebLinkAboutGrant Request - Sunriver Music FestivalEconomic Development Fund
Discretionary Grant Program
Organization: Sunriver Music Festival
Organization Description: The festival, which began in 1977, is a two-week summer
celebration of classical music through a series of formal and informal performances. This
events seeks to provide an present world-class classical music performances and to
support and expand music education for the youth of Central Oregon. In addition to the
festival, this mission is achieved through the Fireside Concert Series from November to
May, and a year-round schedule of music education programs.
Project Name: Expanding Cultural Tourism in Central Oregon
Project Description: This grant will be used to enhance the festival's visibility and
encourage cultural tourism to the area by promoting the world-class performances and
music education programs beyond Central Oregon. The marketing program will include:
• Production of a rack -sized brochure
• Production and direct mail of Summer Festival ticket brochures
• Radio advertising and public service announcements
• Production and placement of print ads
• Create high-end recordings of the summer concerts for resale
Project Period: August 9-21, 2010
Amount of Request: $2,500 (Total Budget for statewide and local marketing = $10,773)
Previous Grants:
• August 1999: $5,000 Young Artists Scholarship Fund, computer and software
purchases (DeWolf $4,000; Swaringen $1,000)
• October 1999: $4,000 (DeWolf $4,000)
• August 2000: $5,000 (DeWolf $5,000)
• April 2001: $2,500 (Luke $2,500)
• June 2001: $1,000 (DeWolf $1,000)
• July 2001: $7,500 Outreach and development ($5,000 DeWolf; $2,500 Daly)
• November 2001: $5,000 Music education programs ($5,000 Luke)
• July 2002: $5,000 Publicity and advertising ($5,000 DeWolf)
• October 2002: $5,000 Instruments and instruction for children ($5,000 Luke)
• July 2003: $2,500 (DeWolf $2,500)
• September 2003: $2,500 (DeWolf $2,500)
• July 2004: $5,000 (DeWolf $5,000)
• July 2005: $5,000 Festival (DeWolf $5,000)
• May 2006: $1,000 (Clarno $1,000)
• March 2007: $1,500 (Baney $1,000; Luke $500)
• July 2008: $2,000 Marketing (Baney $1,000; Luke $500; Daly $500)
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July 02, 2010
Tammy Baney
Dennis R. Luke
Alan Unger
Deschutes County Board of Commissioners
1300 NW Wall St.
Bend, Oregon 97701-1960
Dear County Commissioners:
The Sunriver Music Festival is requesting continued support from the Deschutes
County Commissioners for our summer festival.
For the last 33 years, our Festival has brought world-class classical music to the
residents and visitors of this area, as well as music education for the youth of this
region. As indicated by stable audience numbers, continued donations,
sponsorships and grants, our organization fills a cultural need in Central Oregon.
Our efforts speak to the current and future goals as described in the Deschutes
County Community Plan 2001-2010:
Central Oregon lacks awareness of the contributions the arts make toward our social
health. This lack of recognition has led to the erosion of arts programming in our schools
and early childhood development, as well as a deficit of funding and support of our
existing cultural organizations and practitioners. This trend must be reversed.
Additionally, the Bend 2030 Vision Builds project indicates that "Bend recognizes
and supports the arts and culture as a vital part of the community and a
significant economic engine in the region's economy, promoting its continued
strengthening and development".
Our organization strongly supports these community goals and seeks your
financial commitment to help us market our programs statewide and in Central
Oregon. By bringing tourists to the area to participate in our two-week summer
music festival, we broaden our support base. Your grant award will ensure that
we maintain our financial viability. This in turn strengthens our community
through cultural and artistic awareness.
With'hopfor
support v
Pzxtela Beezley
Executive irector\j'-9
Enclosure
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a — — 6 2010
BOARD Of COMMISSIONERS
ADMINIS RATION
Sunriver Music Festival P.O. Box 4308 Sunriver, OR 97707 541.593.1084 fax 541.593.6959
tickets@sunrivermusic.org www.sunrivermusic.org
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Deschutes County Board of Commissioners
1300 NW Wall St., Bend, OR 97701-1960
(541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org
DESCHUTES COUNTY DISCRETIONARY GRANT PROGRAM APPLICATION
Direct Application to:
Commissioner Tammy Baney
Commissioner Dennis R. Luke
Date:
/OProject Name:
Project Beginning Date:
Amount of Request:
Commissioner Alan Unger
All Three Commissioners
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Applicant/Organization:
Address:
Project End Date:
Date Funds Needed:
Tax ID #:
City & Zip:
Telephone:
Email:
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Contact Name(s):
Fax:
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Alternate Phone:
On a separate sheet, please briefly answer the following questions:
1. Describe the applicant organization, including its purpose, leadership structure, and activities.
2. Describe the proposed project or activity.
3. Provide a timeline for completing the proposed project or activity.
4. Explain how the proposed project or activity will impact the community's
5. Identify the specific communities or groups that will benefit.
6. Itemize anticipated expenditures*. Describe how grant funds will be used and include the
source and amounts of matching funds or in-kind contributions, if any. If the grant will
support an ongoing activity, explain how it will be funded in the future.
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economic health.
Attach:
Proof of the applicant organization's non-profit status.
* Applicant may be contacted during the review process and asked to provide a complete line item budget.
Tammy Baney: Amount: _ Signature:
Dennis Luke: Amount: Signature:
Alan Unger: Amount: Signature:
Sunriver Music Festival
APPLICATION FOR FUNDING FROM THE
DESCHUTES COUNTY ECONOMIC DEVELOPMENT FUND
DISCRETIONARY GRANT PROGRAM
JULY 2010
1. Describe the applicant organization, including its purpose, leadership structure,
and activities.
Sunriver Music Festival: 33 Years of Harmony
The mission of the Sunriver Music Festival is to provide and present world-class classical
music performances and to support and grow music education for the youth of Central
Oregon. As classical music orchestras across the nation struggle to remain financially
stable and classical music audiences decline, the Sunriver Music Festival remains
financially healthy due to steady audience numbers, donations, fundraisers, sponsorships
and grants. It grew from a fledgling organization in 1977 started by a handful of classical
musicians that loved Sunriver as a vacation destination. Now enjoying its 33rd season,
the Festival is committed to making the understanding and fulfillment of music a
significant and vital part of life in Central Oregon.
The Festival achieves its mission statement through a two-week long summer celebration
of classical music that includes an ever-expanding series of formal and informal
performances, through a November — May Fireside Concert Series and through a year-
round schedule of music education programs. Summer festival concert patrons plan their
vacations to Sunriver around the timeframe of the Festival, purchasing tickets as early as
April for the August performances. Formal concerts are performed in the Sunriver Resort
Great Hall, Bend's Tower Theatre and Summit High School Auditorium. Informal
performances include the popular free Family Concert. Other informal and free concerts
are performed by soloists and small groups of the orchestra members, such as duets,
quartets and quintets. In addition to the free concerts, a number of orchestra members
conduct free instrument -specific master classes and workshops for both adults and
children, and the community is invited to attend all orchestra rehearsals free of charge.
In 2009, during its 32nd season, the Sunriver Music Festival faced a unique and exciting
opportunity. The 23 member Board of Trustees approved moving half of the two week
summer festival to Bend to fill the classical music festival void left by the bankrupt
Cascade Festival of Music. In August 2008, during the summer festival and after
Cascade Festival of Music closed their doors, the Sunriver Music Festival created a
special "Sunriver Music Festival's Gift of Music to Cascade" concert honoring the
Cascade Festival of Music concert tickets. The patrons in attendance were extremely
appreciative and enjoyed the Sunriver Music Festival Orchestra's performance in the
Sunriver Resort's Great Hall. As a result, a number of these patrons purchased Sunriver
Music Festival concert tickets and became members allowing the Sunriver Music Festival
to expand its musical offerings to Bend's residents and visitors.
Sunriver ¶Music Festiva(
targeted for radio ads because Sunriver attracts a large number of second -home
owners and summer renters from these areas.
• Production and placement of print ads in strategic publications, especially
publications that promote Arts & Entertainment, classical music and Sunriver Resort
amenities.
• Create high-end recordings of the summer concerts to reproduce and play over
classical music radio stations throughout the state.
In conjunction with the statewide campaign, marketing of the Sunriver Music Festival
summer series will continue in Central Oregon. This campaign includes:
• Television ads, created in Central Oregon, will appear on local and cable TV
stations beginning in July 2010 and continuing through the summer festival,
concluding on August 21.
• TV and radio interviews by Festival staff and musicians on local and regional radio
and TV programs are scheduled in July and August.
• Regional radio stations will broadcast ads between mid-July 2010 and August 21.
• Print ads will appear in Central Oregon cultural program handouts including those
for Central Oregon Symphony, Redmond Community Concert Series and Cascades
Theatrical Company.
• Print ads will appear in local Arts and Entertainment publications and in the new
Sunriver Visitors Guide.
• Central Oregon Visitors Center will display the Festival's rack card -size brochures.
• Direct mailings will target past supporters and attendees of the Festival.
• Festival banners will be displayed in the Old Mill District, at the Sunriver entrances
and in the Village at Sunriver.
• Sunriver Scene center spread in the August issue featuring the Sunriver Music
Festival. 500 extras copies are printed and distributed to all property management
companies and visitor information centers in Sunriver.
• Production, printing, display and sales of the beautiful summer Festival poster
showcasing a Central Oregon artist and information about the summer festival.
3. Provide a timeline for completing the proposed project or activity.
Statewide and Central Oregon. Campaigns: March — September 2010
The statewide marketing program, including the production and distribution of brochures
for the summer festival, begins in March and ends at the end of the summer festival on
August 21. This includes all distribution in Welcome Centers, Visitor Centers and
Chambers of Commerce.
Printing direct mail ticket brochures also begins in March and ends in August and are
mailed primarily to Oregon residents, but also go to patrons and donors throughout the
U.S.
Sunriver Music Testival
3
On the way to Central Oregon, these tourists stop by towns and sites such as Sisters,
Black Butte, Redmond, Suttle Lake, LaPine and Smith Rock, and contribute to the
county's economy as they shop, dine, lodge and recreate along the way. Additionally,
they often take advantage of other cultural opportunities such as visits to the Warm
Springs and High Desert Museums. With the average tourist spending $78 per day in
Central Oregon (Bend visitor & convention Bureau, 2009), the entire region has much to gain by
attracting visitors.
Additionally, a strong statewide marketing campaign raises the awareness that Central
Oregon is artistically and culturally deep. Along with the unmatched recreation
opportunities of our area, more visitors are drawn to Central Oregon if they can be
ensured of cultural offerings such as the Sunriver Music Festival and a number of other
Central Oregon cultural arts organizations. With the sad news of the closure of the
Cascade Music Festival, the Sunriver Music Festival has a larger responsibility to provide
classical music offerings to the classical music lovers in Central Oregon and to the
region's visitors who have always incorporated the arts into their visits.
Another benefit of attracting tourists to the Sunriver Music Festival is that classical music
lovers have significant demographic clout, according to the American Demographics,
Simmons Market Research Report. The report states that, "Classical music fans are
apparently a dream market for purveyors of upscale products and pursuits." It goes on to
summarize that classical music audiences tend to fall in the categories of affluent, highly
educated, curious and adventurous. The classical music audience is a prime target for
bringing positive economic benefits to Central Oregon.
5. Identify the specific communities or groups that will benefit.
Broad reaching: Our Youth and Beyond
Statewide exposure of the Festival's summer series will mostly benefit the Sunriver and
Bend communities. In addition, the region's tourism industry will benefit as these
visitors travel to the area to take part in Festival events.
Youth in Central Oregon receive substantial benefits as the Festival provided over
$31,800 in 2009 to youth music education programs. This includes educational outreach
programs in the schools, grants to purchase musical instruments, artist -in -residence
programs, master classes, workshops and the successful Young Artist Scholarship
program. In May 2010, a record amount of $28,500 was awarded to music students
through the Young Artist Scholarship Program. In the programs fifteen year history, 103
music students has been the recipients of over $238,500 in scholarships.
The Festival also seeks new and improved ways of making musical experiences more
readily available to those who are restricted due to geographic locations or economic
constraints. For example, in November of 2006, the Festival brought two professional
classical crossover* musicians from Portland to Three Rivers School to teach
Sunriver Music 'Festiva(' 5
6. Itemize anticipated expenditures and sources.
Statewide
Marketing Plan
Quantity
Sunriver Music
Festival Budget
Amount
In Kind Sponsorships
Sunriver Music
Festival rack card-
size brochures for
statewide Welcome
Centers: Includes
annual Center fees,
design, print costs,
postage
5,000
$450 to design,
produce, print and
mail
Ticket brochure
production and
direct mail costs
7,000
$5,023 to design,
produce, print and
mail
Print advertising in
cultural arts, Arts
Sr Entertainment
and Sunriver news
publications
10 ads in cultural arts
publications, The
Bulletin, Sunriver
Scene and new
Sunriver Vistors
Guide
$2,500
some ads are
"swapped ads" with
arts organizations
$2,500 in kind
10 ads are swapped with
other arts organizations
Radio advertising
in Portland ,
Eugene and
Central Oregon
2 key radio ads
running 20X per ad
statewide / 5 radio
ads running 70X
$600 for Eugene and
Portland ads
$700 for Central
Oregon ads
$3,000 in kind radio ad
match for Central
Oregon ads
TV advertising in
Sunriver and Bend
8 cable stations in
Sunriver / 8 cable
stations in Bend
Sponsored Ads
$3,500 in In Kind TV Ads
in Bend and $3,500 in
Sunriver
Recordings of
concerts to
reproduce and play
over classical
music radio
stations
5 concert
recordings
$1,500 for recording
and editing
Festival vinyl
banners in Old Mill
and Sunriver Mall
30 banners total
Sponsored by Old
Mill & Sunriver Mall
In Kind Donation
Sunriver Music
Festival Marketing
budget for March -
September:
$10,773 total budget
for statewide and
Central Oregon
marketing
Funds requested
from Deschutes
County Economic
Development
fund:
$2,500 requested from Deschutes County to provide:
- Expanded print advertising promoting summer festival
- Production of concert recordings for duplication and sales -
important marketing tool and commemorative sale item
- Expanded direct mail to personally invite guests to important
fundraising events, both in Central Oregon and statewide.
Sunriver 7v1usic ¶'estival
Internal Revenue Service Department of the Treasury
District Director
Date: MAY 2 0 1
Sunriver Music Festival, Inc.
P. 0. Box 4308
Sunriver, OR 97707-1308
Dear Sir or Madam:
P. 0. Box 2508
Cincinnati, OH 45201
Person to Contact:
Gordon Schnur
Telephone Number:
513-241-5199
Fax Number:
513-684-5936
Federal Identification Number:
93-0736403
This letter is in response to your request for a copy of your
organization's determination letter. This letter will take the place of
the copy you requested.
Our records indicate that a determination letter issued in June 1979
granted your organization exemption from federal income tax under section
501(c)(3) of the Internal Revenue Code. That letter is still in effect.
Based on information subsequently submitted, we classified your
organization as one that is not a private foundation within the meaning of
section 509(a) of the Code because it is an organization described in
section 509(a) (1) and 170(b) (1) (A) (vi) .
This classification was based on the assumption that your organization's
operations would continue as stated in the application. If your
organization's sources of support, or its character, method of operations,
or purposes have changed, please let us know so we can consider the effect
of the change on the exempt status and foundation status of your
organization.
Your organization is required to file Form 990, Return of Organization
Exempt from Income Tax, only if its gross receipts each year are normally
more than $25,000. If a return is required, it must be filed by the 15th
day of the fifth month after the end of the organization's annual
accounting period. The law imposes a penalty of $20 a day, up to a maximum
of $10,000, when a return is filed late, unless there is reasonable cause
for the delay.
All -exempt organizations (unless specifically excluded) are liable for
taxes under the Federal Insurance Contributions Act (social security taxes)
on remuneration of $100 or more paid to each employee during a calendar
year. Your organization is not liable for the tax imposed under the
Federal Unemployment Tax Act (FUTA).
Organizations that are not private foundations are not subject to the
excise taxes under Chapter 42 of the Code. However, these organizations
are not automatically exempt from other federal excise taxes.