1 Pre-Proposal Application Save this form to your device, complete and submit it via email to The Joanna Foundation with all the required attachments (see checklist) as a single pdf file. The submission address is <[email protected]>. Paper applications will not be accepted. Late applications will not be accepted. Organizations that are invited to submit full proposals will receive additional instructions by email. Organizations that are not invited to submit a full proposal also will be notified by email. Section 1: Organizational Information Organization Name Halsey Institute of Contemporary Art Mailing Address 161 Calhoun Street, Charleston, SC 29424 Physical Address 161 Calhoun Street, Charleston, SC 29424 Website Address www.halsey.cofc.edu 501(c) (3) Status Yes ✔ Date Received Pending Date Anticipated No Specify Other Exempt Status Section 2a: Contact Information for Applicant Organization Name and Title of Chief Executive Mark Sloan Phone Number 843-953-4422 Email Address [email protected] Name and Title of Primary Contact (if different from above) Phone Number Email Address Will another organization serve as Fiscal Agent? (Proceed to Section 3) No Yes ✔ (Complete Section 2b) The Joanna Foundation – Pre-Proposal Application 2 Section 2b: Organization Acting as Fiscal Agent Organization Name College of Charleston Foundation Mailing Address 66 George Street Physical Address Website Address Charleston, SC 29424 501(c) (3) Status Yes ✔ No Date Received Specify Other Exempt Status Name and Title of Chief Executive George P. Watt Phone Number (843)953-4367 Email Address [email protected] Name and Title of Primary Contact (if different from above) Phone Number Email Address Section 3 – Project Information Proposed Program or Project Title (75 character limit including spaces and punctuation) Endowment Proposed Amount $25,000 Direct relevance to one or more of five designated areas in South Carolina: Berkeley, Charleston and Dorchester Counties and/or the communities of Joanna and Newberry (500 character limit including spaces and punctuation) The Halsey Institute of Contemporary Art is part of the College of Charleston School of the Arts. We have served and educated the College of Charleston campus and greater Charleston community for the last 30 years through the presentation of adventurous and high quality contemporary art exhibitions. We provide a multidisciplinary laboratory for the production, presentation, interpretation, and dissemination of ideas by innovative visual artists from around the world. The Joanna Foundation – Pre-Proposal Application 3 Section 4 – Primary Purpose of the Proposed Funds Brief Description of Primary Purpose (3000 character limit including spaces and punctuation) The Halsey Institute of Contemporary Art is embarking upon securing a $2.5 million endowment that will 1) ensure financial stability of a rich cultural resource whose goals are to perpetuate contemporary arts programming for Charleston, the region and visitors for generations to come; and 2) enrich the program excellence for the benefit of all College of Charleston students, and the greater Charleston community. We are asking the Joanna Foundation to consider an investment in our endowment to support the Halsey Institute's four strategic priorities: 1. Arts programming that strengthens our role as a vital cultural resource for our community. 2. High quality documentation of all exhibitions, many of which have traveled to museums and galleries around the country. We produce catalogues, videos, educational brochures, and a comprehensive online feature for each show. 3. Looking to See program, the flagship of the Halsey Institute's education activities, which provides free guided tours of each exhibition with a focus on K-12 students. 4. Artist-in-residence program, which builds a platform for the international exchange of different cultural traditions. Our commitment to originality and innovation is indeed one of the hallmarks of the Halsey Institute's reputation. The Joanna Foundation's support of the endowment will ensure that future generations will have the opportunity to experience world class contemporary art in this beautiful historic city. Our endowment will ensure that the Halsey Institute is well positioned both within the College of Charleston and within the community to remain as an articulate advocate for adventurous contemporary art. It will also fortify the Halsey Institute's leading role among contemporary art museums within colleges and universities in the US as we further scholarship and appreciation of the art of our time. The endowment for the Halsey Institute is an integral part of BOUNDLESS, the College of Charleston's $125 million comprehensive fundraising initiative. We are working closely with the College of Charleston Foundation to grow and manage the endowment. We have a close working relationship with both the Foundation and the senior administrative leadership at the College of Charleston. Our goal is to secure pledges and commitments of $2.5 million by the end of 2018, with some of the money coming in over time as multi-year and planned gifts. Section 5 – Required Attachments / Checklist ✔ List of Organizational Officers and Directors with primary business or professional affiliations ✔ Documentation of IRS tax-exempt status (IRS letter of determination – not Federal EIN or State letter) ✔ Most recent audited financial statements – If your organization does not conduct an audit, include a note of explanation and provide unaudited financial statements for the most recently completed fiscal year plus your most recent IRS Form 990 Tax Return. If your program is a component of a complex institution or national organization, include a note of explanation and provide statements of financial status and operating results that accurately represent the resources and operations of your component. The Joanna Foundation – Pre-Proposal Application 2014/2015 Halsey Institute Advisory Rosalind Minkhorst, Arts Advocate Board Sarah Murray Emily Abedon Marketing Manager, Womble, Carlyle, Writer and Co-Founder of Operation Home Sandridge & Rice Law Firm Charles Ailstock Kate Nevin Artist, Owner of Artizom Framing and Gallery Managing Director of Investment Firm TSWII Gretchen Barbatsis Robben Richards Owner of GB Communications Local Business Owner, Worthwhile Becca Barnet, Artist Dale Rosengarten Historian, Curator of Special Collections, CofC Susan Bass Philanthropist and Arts Advocate Leila Ross Show and Tell Art & Design Courtney Bishop Interior Design Firm Partner Helen Snow Courtney Bishop Design Foundation & Corporate Giving, MUSC Melissa Clegg Pat Votava Restauranteur Grants & Gov’t Relations, MUSC Children’s Hospital Garey De Angelis Business Consultant Simons Young, Architect Thompson Young Architects Ernest Fava, Architect Winslow Hastie Terry Fox, Arts Advocate Chief Preservation Office Historic Charleston Foundation Edith Howle Art Collector, TEDEX Charleston Sponsor Sheila Wertimer Wertimer & Associates Angie Hranowsky Owner, Angie Hranowsky Design Kathleen Wright Philanthropist and Arts Advocate Maggie Kennedy Photo Director, Garden & Gun Lee Pringle Founder & Manager The Colour of Music Anne Janas Philanthropist and Arts Advocate Ann Stone Medical Research Consultant Nancy Stafford Philanthropist and Arts Advocate Spencer Lynch Lynch Cracraft Wealth Management Financial Statements: The Halsey Institute of Contemporary Art is part of the College of Charleston. The College of Charleston Foundation is our fiscal sponsor. The audited financial statements of the College of Charleston Foundation are available here: http://foundation.cofc.edu/financial-information/reports Attached is our Financial Report year-to-date of our current fiscal year (July 1 – June 30). 4/7/2015 Report: Statement of Activity Halsey Institute of Contemporary Art STATEMENT OF ACTIVITY July 1, 2014 - April 7, 2015 TOTAL Revenue College of Charleston 335,578.00 Donations 37,988.00 Earned Income 53,917.71 Grants 91,676.00 Membership 77,622.00 Refunds-Allowances 188.34 Total Revenue $596,970.05 Gross Profit $596,970.05 Expenditures Development Dues & Subscriptions Education and Outreach Exhibition 10,878.72 800.00 6,112.31 146,510.07 Groundhog Day Concert 10,044.90 Marketing & Advertising 43,444.05 Meals and Entertainment 13,008.93 Office Expenses 22,684.11 Professional Development Salaries 7,020.23 269,690.46 Shipping and delivery expense 2,473.89 Travel 3,613.94 Total Expenditures $536,281.61 Net Operating Revenue $60,688.44 Net Revenue $60,688.44 Tuesday, Apr 07, 2015 10:29:55 AM PDT GMT-4 - Accrual Basis https://qbo.intuit.com/qbo27/reports/9216570817/execute?modal=true&rptid=9216570817-PANDL-view-1428416805257&inmodalframeset=true 1/1
© Copyright 2024