HomeMy WebLinkAboutGrant Request - Tower Theatre FoundationEconomic Development Fund
Discretionary Grant Program
Organization: Tower Theatre Foundation
Organization Description: The Tower Theatre foundation provides performing arts,
civic, educational and social events attracting more than 55,000 patrols in 2007. The
Tower Theatre is both a host venue for performances sponsored by other organizations
and a promoter of their own performing arts series.
Project Name: A Christmas Carol
Project Description: Funds are sought to assist in the production of "A Christmas
Carol." Working in partnership with the Bend Experimental Arts Theatre (BEAT), the
production will include two casts — one consisting of the traditional characters and the
second made up entirely of student -aged performers. Additionally, nearly 2,000 tickets
will be made available to at -risk, economically disadvantaged children throughout the
county.
Project Period: Project begins July 1st, performances begin in mid-December
Amount of Request: $5,000
Previous Grants:
• August 2001 - $12,500 ($7,500 DeWolf; $2,500 Luke; $2,500 Daly)
• July 2002 - $12,500 ($7,500 DeWolf; $2,500 Luke; $2,500 Daly)
• September 2004 - $5,000 Sound System ($5,000 DeWolf)
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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 ECONOMIC DEVELOPMENT FUND
DISCRETIONARY GRANT PROGRAM APPLICATION
Direct Application to:
Commissioner Tammy Baney
Commissioner Dennis R. Luke
Date:
Mav 9th. 2008
Project Name:
Project Beginning Date:
Amount of Request:
Commissioner Michael M. Daly L
All Three Commissioners
J
Yes J
A Christmas Carol
July 1, 2008 (approx)
$5,000
Applicant/Organization:
Address:
Project End Date:
Date Funds Needed:
Tax ID #:
City & Zip:
Telephone:
Email:
Tower Theatre Foundation
835 NW Wall Street
Contact Name(s):
Fax:
Eli Ashley
541-749-2731
Alternate Phone:
541-420-8904
December 20`h. 2008 (annroxl
August, 2008
J
91-1829147
7
Bend, 97701
541-389-9739
eliatowertheatre. ore
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 economic health.
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.
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.
Amount Approved: By: Date:
Declined: By: Date:
J
1
THEATRE
DESCHUTES COUNTY ECONOMIC DEVELOPMENT FUND
DISCRETIONARY GRANT PROGRAM APPLICATION — ADDITIONAL
INFORMATION:
1. Applicant organization, including its purpose, leadership structure and
activities:
A. The Tower Theatre Foundation is a 501(c)(3) non-profit
organization.
B. The Mission of the Tower Theatre is: "To provide performing arts,
civic, educational and social events that enliven and enrich the
human spirit".
C. The leadership structure of the Tower Theatre Foundation is a
Board of Directors, professional staff and volunteers. The Board is
made up of fifteen dedicated members of the community who in
turn serve on numerous committees. The professional staff consists
of an Executive Director, business manager, membership and
sponsorship manager, facility and stage manager, marketing and
public relations manager, ticketing manager, three house managers,
lighting and stage technician, sound and stage technician,
concessions manager, volunteer coordinator and 70-90 volunteers.
These people are charged with the responsibility of the day-to-day
operation of the Tower Theatre as well as the special demands for
individual presentations. Several other contracted personnel are
used to assist in stage preparation, signage maintenance, cleaning
and catering services.
D. Activities: Located in the Bend's vital downtown, the Tower Theatre
attracted over 55,00o patrons in 2007. As both a host venue for
performances sponsored by other organizations (e.g. BendFilm,
Obsidian Opera, Bend Experimental Arts Theatre and Sunriver
Music Festival) and as a promoter of our own performing arts series
which hosts such groups as BodyVox, Greg Brown, Judy Collins,
Pink Martini and Capitol Steps. The Tower Theatre produces
shows, maintains and operates a professional venue for other
producers, accommodates regional, national and international
artists and provides the citizens of Central Oregon an iconic
location where they enjoy presentations, galas, lectures, films and
public forums that serve, entertain and enlighten.
2. The Proposed Activity: The Tower Theatre Foundation is seeking financial
support from the Deschutes County Commissioners in the amount of
$5,000 to assist in the production of A Christmas Carol, to be presented
initially during the month of December 2008 and as a "holiday tradition"
from that time on. Working in partnership with the Bend Experimental
Arts Theatre (B.E.A.T.), the production will be unique in that two separate
casts will be professionally directed. One cast will consist of the traditional
characters. The second cast will be made up entirely of student -aged
Tower Theatre performers. Many of these children will be on stage for the first time. In
PO Box 1378
Bend, OR 97709-13'78
addition, nearly 2,000 free tickets will be made available to at -risk,
economically disadvantaged children from through out Deschutes County.
3. Timeline: The general project will start on July 1st and continue through
December 24th, 2008.
4. Impact on the Community's economic health: The Tower Theatre
Foundation believes that the positive economic impact of A Christmas
Carol will happen on several levels:
a. Through the employment of performing artists.
b. Through the employment of technical and support staff.
c. Through the expenditure of funds for supplies, food,
materials, etc. to support the production and serve the
audiences.
d. Through the expenditure of funds for advertising, printing,
mail and other means of promotion.
e. A rise in profits for area businesses due to increased street
and foot traffic in the core area during the holiday season
during the extended run of the show.
5. Specific communities or groups that will benefit: The most highly
impacted groups will be student -aged children who will be able to see a
high quality staged production for little or not cost. The families of these
children will also have the opportunity to experience live theatre. The
general public will also have the same opportunity. Geographically, the
cities of Bend, Sunriver, Sisters, Redmond and communities beyond
Deschutes will be available to benefit from this theatrical experience.
6. Anticipated expenditures: The total budget for the costs incurred in
producing A Christmas Carol amounts to approximately $44,500. The
$5,000 requested of the Deschutes County Commissioners will be used to
subsidize the production costs relating to the youth director and producer,
fixed production costs and advertising. At this time the in-kind consists
primarily of the building and stage rental costs amounting to $7,000 for
the rehearsals and run of the show. In the event that A Christmas Carol
becomes a yearly tradition of the Tower Theatre, the production would be
placed in the budget as an anticipated expenditure and appropriate
funding would be assigned as well as sponsorships and additional requests
for donations.
INTERNAL REVEN'U'E SERVICE
DISTRICT DIRECTOR
P.'0. BOX 2508
CINCINNATI, OH 45201
Date:
1199 NW WALL STREET
BEND, OR 97701
Dear Applicant:
DEPARTMENT OF THE TREASURY
Employer Identification Number: �e
91-1829147 WLL E! yt t
DLN:
17053363219007
Contact Person: 19
D. A_ DOWNING $q ,
Contact Telephone Number:
(513) 241-5199
Accounting Period Ending:
June 30
Foundation Status Classification:
509(a) (2)
Advance Ruling Period Begins:
July 3, 1997
Advance Ruling Period Ends:
June 30, 2002
Addendum Applies:
No
Based on information you supplied, and assuming your operations will be as
stated in your application for recognition of exemption, we have determined you
are exempt from federal income tax under section 501(a) of the Internal Revenue
Code as an organization described in section 501(c)(3)_
Because you are a newly created organization, we are not now making a
final determination of your foundation: -status under section 509(a) of the Code.
However, we have determined that you can reasonably expect to be a publicly
supported organization described in section 509(a)(2).
�----------
Accordingly, during an advance ruling period you will be treated as a
publicly supported organization, and not as a private foundation. This advance
ruling period begins and ends on the dates shown above.
Within 90 days after the end of your advance ruling period, you must
send us the information needed to determine whether you have met the require-
ments of the applicable support test during the advance ruling period. If you
establish that you have been a publicly supported organization, we will classi-
fy you as a section 509(a)(1) or 509(a)(2) organization as long as you continue
to meet the requirements of the applicable support test_ If you do not meet
the public support requirements during the advance ruling period, we will
classify you as a private foundation for future periods. Also, if we classify
you as a private foundation, we will treat you as a private foundation from
your beginning date for purposes of section 507(d) and 4940.
Grantors and contributors may rely on our determination that you are not a
private foundation until 90 days after the end of your advance ruling period.
If you send'us the required information within the 90 days, grantors and
contributors may continue to rely on the advance determination until we make
a final determination of your foundation status.
If_we publish a notice in the internal Revenue Bulletin stating that we
Letter 1045 (DO/CG)
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THE TOWER THEATER FOUNDATION INC
will no longer treat you as a publicly supported organization, grantors and
contributors may not rely on this determination after the date we publish the
notice. In addition, if you lose your status as a publicly supported organi-
zation, and a grantor or contributor was responsible for, or was aware of, the
act or failure to act, that resulted in your loss of such status, that person
may not rely on this determination from the date of the act or failure to act.
Also, if a grantor or contributor learned that we had given notice that you
would be removed from classification as a publicly supported organization, then
that person may not rely on this determination as of the date he or she
acquired such knowledge.
If you change your sources of support, your purposes, character, or method
of operation, please let us know so we can consider the effect of the change on
your exempt status and foundation status. If you amend your organizational
document or bylaws, please send us a copy of the amended document or bylaws.
Also, let us know all changes in your name or address.
As of January 1, 1984, you are liable for social security taxes under
the Federal Insurance Contributions Act on amounts of $100 or more you pay to
each of your employees during a calendar year. You are not liable for the tax
imposed under the Federal Unemployment Tax Act (FUTA).
Organizations that are not private foundations are not subject to the pri-
vate foundation excise taxes under Chapter 42 of the Internal Revenue Code.
However, you are not automatically exempt from other federal excise taxes. If
you have any questions about excise, employment, or other federal taxes, please
let us know.
Donors may deduct contributions to you as provided in section 170 of the
Internal Revenue Code. Bequests, legacies, devises, transfers, or gifts to you
or for your use are deductible for Federal estate and gift tax purposes if they
meet the applicable provisions of sections 2055, 2106, and 2522 of the Code.
Donors may deduct contributions to you only to the extent that their
contributions are gifts, with no consideration received_ Ticket purchases and
similar payments in conjunction with fundraising events may not necessarily
qualify as deductible contributions, depending on the circumstances. Revenue
Ruling 67-246, published in Cumulative Bulletin 1967-2, on page 104, gives
a-uidelines regarding when taxpayers may deduct payments for admission to, or
other participation in, fundraising activities for charity.
You are not required to file Form 990, Return of Organization Exempt From
Income Tax, if your gross receipts each year are normally $25,000 or less- If
you receive a Form 990 package in the mail, simply attach the label provided,
check the box in the heading to indicate that your annual gross receipts are
normally $25,000 or less, and sign the return.
If a return is required, it must be filed by the 15th day of the fifth
month after the end of your annual accounting period. A penalty of $20 a day
is charged when a return is filed late, unless there is reasonable cause for
Letter 1045 (DO/CG)
-3 -
THE TOWER THEATER FOUNDATION INC
the delay. However, the maximum penalty charged cannot exceed $10,000 or
5 percent of your gross -receipts for the year, whichever is less. For
organizations with gross receipts exceeding $1,000,000 in any year, the penalty
is $100 per day per return, unless there is reasonable cause for the delay.
The maximum penalty for an organization with gross receipts exceeding
$1,000,000 shall not exceed $50,000. This penalty may also be charged if a
return is not complete. So, please be sure your return is complete before you
file it.
You are not required to file federal income tax returns unless you are
subject to the tax on unrelated business income under section 511 of the Code.
If you are subject to this tax, you must file an income tax return on Form
990-T, Exempt Organization Business Income Tax Return_ In this letter we are
not determining whether any of your present or proposed activities are unre-
lated trade or business as defined in section 513 of the Code.
You are required to make your annual return available for public
inspection for three years after the return is due_ You are also required to
make available a copy of your exemption application, any supporting documents,
and this exemption letter_ Failure to make these documents available for
public inspection may subject you to a penalty of $20 per day for each day
there is a failure -to comply (up to a maximum of $10,000 in the case of an
annual return) .
You need an employer identification number even if you have no employees.
If an employer identification number was not entered on your application; we
will assign a n rnber to you and advise you of it. Please use that number on
all returns you file and in all correspondence with the Internal Revenue
Service.
If we said in the heading of this letter that an addendum applies, the
addendum enclosed is an integral part of this letter.
Because this letter could help us resolve any questions about your exempt
status and foundation status, you should keep it in your permanent records.
If you have anv questions, please contact the person whose name and
telephone number are shown in the heading of this letter.
Sincerely yours,
District Director
Enclosure(s):
Form 872-C
Letter 1045 (DO/CG)