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10/17/2002-Accommodations Tax Advisory Committee-Packet-Applications1 i tti NOTICE TOWN OF HILTON HEAD ISLAND ACCOMMODATIONS TAX ADVISORY COMMITTEE October 17, 2002 at 9:00 A.M. ;J Council Chambers AGENDA I. Call to Order. 2. FOIA Compliance: Public notification of this meeting has been published, posted and mailed in compliance with the Freedom of Information Act and the Town of Hilton Head Island requirements. 3. Approval of Minutes of October 4, 2002. 4. Hearing of Applicants. 9:00 - 9:30 Hilton Head Orchestra 9:30 - 9:45 Hilton Head Dance Theater 9:45- 10:15 Native Island Business & Community Affairs 10:15 - 10:30 Break 10:30 -10:45 The Art League of Hilton Head 10:45 -11:00 Low Country Artist Guild 11:00 -11:15 South'Carollna Repertory Company f 11:15 - 11:30 St Patrick's Day Parade 11:30 - 1:00 Lunch 1:00 - 1:30 Self Family Art's Center j 1:30 - 1:45 UNICO'of Hilton Head . . .-e 1:45 - 2:00 Hispanic Cultural Committee j, y 2:00 - 2:15 MLK 2:15 - 2:30 Latin Am eripn Council f 2.30 - 2:45 Hilton Head Community & Youth Theater pTSfi ' 3:00 - 3:15 Tourism Committee j , 3:15 - 3:45 Heritage Library 2 � 1 5. Adjournment. 2 .� - 1 NUM: A Town Council quorum may result in the four ;I event or more Council, members attend 11. this meeting. ,1 f Il� • f f I +"� [�,} 2'� 'i$ � 4/i1S..Pe! M 4f F ' � � ^1 y�,f"'�; TOWN OF HILTON HEAD ISLAND ACCONEgODATIONS TAX ADVISORY CONOUTTEE Date:. October 17, 2002 Time: 9:00 A.M. Members Present: David Warren, Chairman; John Curry, Vice -Chairman; and Paige Mulhollan, Joan Bryan, Dudley King, John Ingram, Dean Jacobsen. Staff Present: Edra Stephens, Administrative Assistant. Others Present: Representatives listed below appearing before committee. Media: Frank Morris, The Carolina Morning News YC �� Irt�� 1. Call to Order: The meeting was called to order at 9:05 A.M. 2. FOIA Compliance: Public notification of this meeting has been published, posted, and mailed in compliance with the Freedom of Information Act and the Town of Hilton Head Island requirements. 3. Approval of Minutes: Ms. Bryan moved to approve the October 04, 2002 minutes. Mr. Curry seconded. The minutes were approved with a vote of 7-0. 4. Presentations of Applications for Grants: The following representatives made presentations to the Committee: 1. Hilton Head Orchestra — Willis Shay 2. Hilton Head Dance Theatre — Lori Finger, Carol Hack 3. NIBCA — James Mitchell, Deborah Edmondson 4. The Art League of Hilton Head —John Diamond ' 5. Low Country Artist Guild - Janice Malafronte, Deborah Edmondson, Iva Welton 6. South Carolina Repertory Co. — Henry Haskell 7. St. Patrick's Day Parade — Ed O'Brien, Brian Rose 8. Self Family Arts Center— Kathleen Bateson 9. UNICO of Hilton Head - John Umto, Tony Gusto, Connie Fisher 10. Hispanic Cultural Committee — Juanita Graul 11. Martin Luther King Committee — Ervin Campbell, Freddie Hodges 12. Latin American Council - Aida Hernandez, Luis Bell 13. Hilton Head Community & Youth Theater—Paul Roth 14. Low Country Tourism Commission - Jim Wescott 15. Heritage Library Sandee Hanahan 5. Adjournment. It was moved, seconded and carried to adjourn the meeting at 4:15 P.M. A ed: Respectfully sub i ed: . �l�-� 9 avid Warren, Chairman a tep ens, Secr ry Acconmiodations Tax Advisory Conariittee page! oft, 4 .l ?3, �✓�. '��f+'�.jj,'4 �TF AiY [Oy 1i N.5p .... L�r�� f�r51 'p, i.7L1�1r'!w/%�Q �gggoioid+doxs�cpur-C01'M. 701J3JF1_ �"�0b` DATE oCi-15-2002 rmwuk TIME 10:54 *M*4*k MODE - MEMORY TMISMISSION START -OCT -15 10:53 END -OCT -15 10:54 i FILE NO. -697 STN NO. C". ABBR NO. STATION WM/TEL NO. PROFS DURATION 001 OK i 8421409 003/OW 00:00:25 -TOW OF HILTON WAD ISL. - ,pgcygdogya�-.M -TOWN OF HILTON H- *»—x - 843 642 7728- *" - *M* NOTICE % /7 TOWN OF HILTON HEAD ISLAND ACCOMMODATIONS TAX ADVISORY COMMITTEE October 17, 2002 at 9:00 A.M. Council Chambers AGENDA 1. Call to oras•. 2. FOIA Compliance: Public notification of this meeting has been published, postal and mailed in compliance with the Freedom of Tnformadon Ad and the Town of Mon Head T$IvA requirements. 3. Approval of Mluutes of October 4, 2002. 4. Hearing ofAppk"tL 9:00 - 9:30 Htton Head Orchestra 9:30 • 9:45 Hilton Head Daum Theater / 9:45-10:15 NadveIsland &Wrws&CanmunityA.Mrs loss -10:30 Break 10:30-10:45 The Art League of Hilton Head 10:45=Y1:00' ' Low Country Arft Gold 11:00-11:15 South mndtro RepetAry CompW 11.90 SL Patrick's Oar Parade resuk 11:30 - 1:00 Lunch 1:00 -1:30 Sett FamllY Arcs Center 1:30 1.45 UNMO of Hkorr Head y 1:45 -2:00 wwa nic Cultural Coim ble 2:00 -2:1S MLK tT, - 2:15 -2:3D Latln American Coma) 2:30 -145 Man Head CamwnKY & YOU111 Theea.`r .3:00 3.15 . Tombm 0001m4tee - $` 43X3:15 i.45 � Heritage Library - - S. - Adjoaromeat �' - he'evear hour or mate Cooaa7 members attend SMquonnn may m t A Town C this meaft } � 4gW.«,��ia3�, .y,�ymk� s� �,yya�l �i �, °�. +� ti. `I �k°N'� ��,'£t•` TOWN OF HILTON HEAD ISLAND ACCOMMODATIONS TAX ADVISORY COMMITTEE Date: October 17, 2002 Time: 9:00 A.M. Members Present: David Warren, Chairman; John Curry, Vice -Chairman; and Paige Mulhollan, Joan Bryan, Dudley King, John Ingram, Dean Jacobsen. Staff Present: Edra Stephens, Administrative Assistant. Others Present: Representatives listed below appearing before committee. Media: Frank Morris, The Carolina Morning News 1. Call to Order: The meeting was called to order at 9:05 A.M. 2., FOIA Compliance: Public notification of this meeting has been published, posted, and mailed in compliance with the Freedom of Information Act and the Town of Hilton Head Island requirements. 3. Approval of Minutes: Ms. Bryan moved to approve the October 17, 2002 minutes. Mr. Curry seconded. The minutes were approved with a vote of 7-0. 4. Presentations of Applications for Grants: The following representatives made presentations to the Committee: 1. Hilton Head Orchestra — Willis Shay 2. Hilton Head Dance Theatre— Lori Finger, Carol Hack 3. NIBCA — James Mitchell, Deborah Edmondson 4. The Art League of Hilton Head — John Diamond 5. Low Country Artist Guild - Janice Malafronte, Deborah Edmondson, Iva Welton J 6. South Carolina Repertory Co. — Henry Haskell 7. St. Patrick's Day Parade — Ed O'Brien, Brian. Rose 8. Self Family Arts Center —Kathleen Bateson 9. UNICO of Hilton Head — John Urato, Tony Gusto, Connie Fisher 10. _Hispanic Cultural Committee —Juanita Graul *r �, 11. Martin Luther King Committee — Ervin Campbell, Freddie Hodges 12. Latin American Council — Aida Hernandez, Luis Bell 13. Hilton Head Community & Youth Theater — Paul Roth wx i if 14. Low Country Tourism Commission -Jim Wescott r I5. Heritage Library — Sandee Hana um }�{ r 5. Adjournment It was moved, seconded and carried to adjourn the meeting at 4:15 P.M. i 4 �. A ed Respectfully submiLted David Warren, Chairman dra Stephens, Se&etory ji Aomninoiations Tax Advisory Committee . TIr t i4yNll'f l�Cty,�% Y (�yj5�,.5� PR7�, ... 1 p� '"l i{ ztES�,c•Ys�Y.�5{ t5%+ rte.K ?)'� 4 � :,t � j k�`�5'� T'�t'}�. 1.. 4 C�.. 44'.�>a ra�� ,�:1t�� S .'£ � .'��•'F Ft. `,��i TOWN OF HILTON HEAD ISLAND One Town Center Court, Hilton Head Island, S.C. 29928 (843) 341-4600 Fax (843) 842-7728 http://www.ci.hilton-head-island.sc.us Theme, D. Peeplegctober 9, 2002 Mayr James K. Carlin Mr. Walter Graver Mayor PmTem Hilton Head Orchestra 69 Baynard Cove Road Council Memberifilton Head Island, SC 29928 Willie (Bill) Fergy�qu Kenneth S. Heitz : Tourist Enhancement W. J. (Bill) Moael - John saray, Dear Mr. Graver - George W. Williams, Jr. r ! Thank you for your application for Accoinnrodations Tay; funds. You are scheduled to appear Stephen G. Ril eybefore the Accommodations Tax Advisory Cummittee in Town Hall Council Chambers (One T° °" Manager Town Center Court) on Thursday, October 17, s902 at 9:00 A.M. You are requested to be present at least 15 minufes be;ore your presentation and are expected to spend 30 to 60 minutes at the hearing. Pleasebeprepared to discuss your organization's long- range goals and the role that bed tax,funds will play in the future. Please note that the Accommodation Tax 0 :' sight Committee and the Deparhnent of Revenue �% have determined that applicants for Bcd Tax.dbliaz's must• shoty a tourism impact from their t program or event. Impact will be measured by the percent of tpunsts that are parGclpahng in each applicant's program. This percent will beithe basis; forwhat peroent:of e lbw cost that can be approved by the ATAX Committee: A tourist is defined as a visitor coming to Hlltort.ffead Island (not on business) from more than fifty miles away. Also, please find attached a copy of 2002 ATAX Applicants. If you have a financial relationship with another applicant on the list, please be prepared to disclose the nature and extent of your I ; relationship. Please be prepared to discuss your relationship with The Self Arts Center. l.. j t, Very truly yours, �r David Warren, Chairman Accommodations Tax Advisory Committee i R.t )I I t 1 1 CC: Steve Riley, AICD { Accommodations Tax Committee. 3 DW/hbb. I c ' T 3 it p t K2, -� t it nth �" i4i" I�ie f1 9y,yr11t 1 N 'f'A 1 ��tfi§sr- 1$.i "`�^",?5µ/,d7�`�� A l d ll ME TOWN OF HILTON READ ISLAND One Town Center Court, Hilton Head Island, S.C. 29928 (843) 341-4600 Fax (843) 842-7728 http://www.ci.hilton-head-island.sc.us Thoma D. Peepl®etober 9, 2002 Mayor James K. cutin Mr. Melvin Campbell Mryar ProTem Martin Lusher King Jr. Celebration Planning Committee 546 Spanish Wells Road council Membei Head Island, SC 29926 Willie(Bill) Ferguson Kenneth S. Aettq�E: Reaching Out To Build The Beloved Community 2004 W. J. (Bill) Mon.. John SaCay George W. wilailsaE Mr, Campbell Thank you for your application for Accommodations Tax funds. You are scheduled to appear Stephen G. Riley Town Manager before the Accommodations Tax Advisory Committee in Town Hall Council Chambers (One Town Center Court) on Thursday, October 17, 2000 at 2:00 P.M. You are requested to be pres"bnt at least 15 minutes before your presentation and are expected to spend 30 to 60 minutes atlhe hearing. Pleas@be preoared'fo discuss your o'rganization's long - ^E range goals and the role that bed t funds will play m the future,. �•' Please note that the Accommodation Tax Ove>is)ght Oommtttee and the Department of Revenue have detemvned thatatl applicants for Bed Tax dollars must shoe a tourism impact from their program or event. Impact will be measured by tlle•pprcent of.topnsts that are partioii�atr � iri each applicant's program. This percent will be perbent of theotaY cdsf that can be approved by the ATAX Committee: Atourist is defined as a vistt6' .cofirmg to. irlfon Teail:Tsland (noton business) from more than fifty miles away. Also, please find attached a. copy of 2002 ATAX Apphoants. If you have a financial relationship with another applicant on the list, please be prepared to disclose the nature and extent of your relationship. Pease be prepared to discuss your relationship with The Sblf Arts Center. t�j l Very truly yours - e` � t David Warren, Chairman S x Accommodations Tax Advisory Committee l( CC: SteveRileg,A1CP Accommodations Tax Committee 1 DW/hb ,gll. -.�f t ).;er.5hirtllrl�!":� •.i��_ ;,t Nrec -td'aZ MARTIN LUTHER KING .M CELEBRATION PLANNING COMMITTEE Hilton Head Island, Sarah Carolina 29926 September 19,2002 n Chairman David Warren Members of Accommodations Tax Advisory Committee Hilton Head Island, SC 29928 Dear Chairman Warren and Members of the ATAC Committee: r Attached is the MLK Committee application for funding support of the Martin Luther King, Jr. holiday celebration in January 2004. Our program for the year 2004 includes our traditional activities with a few modifications while celebrating our fourth year of cooperation with the Self Family Arts Center. What is difficult at this point in time is the ability to designate with certainty our speakers and the specific program we will co-sponsor with the SFAC. However, as indicated in the application, three alternatives are under consideration and the choice may be determined our grant level, should it be approved. ATAC members will nate that we are a small group of committed volunteers with an equally small budget and therefore we do not have audited financial statements, nor do we carry !� any liabilities from year to year. Due to the fact that the majority of our expenses occur at the beginning of the calendar year, we have attached a dztailed day to day income and expense statement. . �— �-- •r i As you might also anticipate, the Committee will make every effort to get as many of our potential expenses donated, either directly, or in-kind, which may affect the bottom-line of j this proposed budget.' As indicated in the application, we will be happy to attend arty applicant presentation L necessary to assure this cultural outreach program. With appreclation, 1 " Mel Campbell Chairmr ^ MLK Committee C ..� -a „tif•-�l�.ta(�_ `k�'A��r��_ �y - .,.. .� .. -;��r �'h�?`^�,�y'ui4�Ri ::J'Y.k_... Ci ..i APPLICATION FOR FUNDING. TO , THE ACCOMMODATIONS TAX ADVISORY COMMITTEE _h HILTON HEAD ISLAND, SOUTH CAROLINA g REACHINS OUT TO BUILD THE BELOVEQ COMMUNITY 2004 SPONSORED BY: MARTIN LUTHER KING JR. CELEBRATION PLANNING COMMITTEE Chair: Melvin Campbell 546 Spanish Wells Road Hilton Head Island, SC 29926 689-8930 Vice -Chair Finance Committee Chair: Freddie Hodges �# 6 Deerfield Road Hilton Head Isiand, SC 29926 689-6142 i ACCOMMODATION$ TAX FUNDS REQUESTED j, 1r1r u $6,500.00 - YEAR 2004 l September 19, 2002 'I I o r J'; � 9- KEA Rwlk t S 2l� '•I Pelwa C-1 MARTIN LUTHER KING JR. CELEBRATION PLANNING COMMITTEE ACCOMMODATIONS TAX FUND GRANT APPLICATION "REACHING OUT TO BUILD THE BELOVED COMMUNITY - 2004" A. Project Name - "Reaching Out to Build the Beloved Community" B. Organization/Spons:.;r: Martin Luther King, Jr. Celebration Planning Committee Primary Contact: Chairman Melvin Campbell, 546 Spanish Wells Road, HHI 29926; Home Phone: 843-681-8930. Mr. Campbell is a Mathematics teacher at Hilton Head High School and therefore difficult to reach during the day (689-4800). Alternative Contact: Vice-Chair/Finance Ctte Chair Freddie Hodges, 6 Deerfield Road, HHI 29926; Home Phone: 843-689-6142 - Work: 681-9660. C. DESCRIPTION OF PROJECT Dates of Project: Thursday, January 16 through Monday, January 20 "Reaching Out to Build the Beloved Community - 2004" is the theme for the 2004 five- day program sponsored by the Martin Luther King, Jr. Celebration Planning Committee. All of our programs are designed to heighten public awareness and respect for people of differing cultures and ethnic backgrounds. We believe our efforts are creating a climate on the Island which is inviting to visitors from all lands and that the co-sponsored cultural event(s) of the past and future havelwill lead to increased tourism and diversity on our, Island. As might be anticipated, the MLK Committee has been in the process of planning major activities for 2003 and has just initiated programmatic efforts for 2004 - activities which include educational and cultural programs for Island visitors and residents, as well as opportunities for the interplay of cultures. As the co-sponsor of a major cultural event for tourists and residents during this 5 -day celebration, it is difficult to be specific about choices without contracts having been signed. However, preliminary discussions with -the SFAC are underway and we are considering three possible alternatives: the Ailey II dance company, the Imam Winds and Black Spectrum, a theatre presentation. c� t I C-1 MARTIN LUTHER KING JR. CELEBRATION PLANNING COMMITTEE ACCOMMODATIONS TAX FUND GRANT APPLICATION "REACHING OUT TO BUILD THE BELOVED COMMUNITY - 2004" A. Project Name - "Reaching Out to Build the Beloved Community" B. Organization/Spons:.;r: Martin Luther King, Jr. Celebration Planning Committee Primary Contact: Chairman Melvin Campbell, 546 Spanish Wells Road, HHI 29926; Home Phone: 843-681-8930. Mr. Campbell is a Mathematics teacher at Hilton Head High School and therefore difficult to reach during the day (689-4800). Alternative Contact: Vice-Chair/Finance Ctte Chair Freddie Hodges, 6 Deerfield Road, HHI 29926; Home Phone: 843-689-6142 - Work: 681-9660. C. DESCRIPTION OF PROJECT Dates of Project: Thursday, January 16 through Monday, January 20 "Reaching Out to Build the Beloved Community - 2004" is the theme for the 2004 five- day program sponsored by the Martin Luther King, Jr. Celebration Planning Committee. All of our programs are designed to heighten public awareness and respect for people of differing cultures and ethnic backgrounds. We believe our efforts are creating a climate on the Island which is inviting to visitors from all lands and that the co-sponsored cultural event(s) of the past and future havelwill lead to increased tourism and diversity on our, Island. As might be anticipated, the MLK Committee has been in the process of planning major activities for 2003 and has just initiated programmatic efforts for 2004 - activities which include educational and cultural programs for Island visitors and residents, as well as opportunities for the interplay of cultures. As the co-sponsor of a major cultural event for tourists and residents during this 5 -day celebration, it is difficult to be specific about choices without contracts having been signed. However, preliminary discussions with -the SFAC are underway and we are considering three possible alternatives: the Ailey II dance company, the Imam Winds and Black Spectrum, a theatre presentation. C-2 THURSDAY EVENING; COMMUNITY RELiGI0U5 EVENT Site: Unknown although we are making efforts to identify an African-American church to serve as host for this program in 2004. I As noted last year, we have returned to the faith -based roots and basic philosophy of Martin Luther King, Tr. fur this evening program. Religious services involve multiple faith groups and clergy - and as always, we will have a large community-based choir to enhance the program. Participation in this service and in the choir is open to Island visitors. EVENT I5 OPEN TO THE PUBLIC. FRIDAY EVENING; COMMUNITY CULTURAL EVENT Tradition dictates this evening for a cultural event, is the considered opinion of the Committee that the demands olly Qn local IchFest. However, it become overwhelming and far exceed their ability to fulfill the requests. Therefore, the Friday night program will now be a concert. The program is OPEN TO THE PUBLIC, but the location is not yet determined, SATURDAY MORNING; MLK COMMUNITY SERVICE DAY Formerly known as Fifth Saturday, this program is being returned to our five-day Program by popular request, It was felt that the element of true commonity service was missing from the weekend by Island residents and visitors alike. Therefore, it i being reinstated. (OPEN TO THE PUBLIC) SATURDAY EVENING; SFAC CULTURAL EVENING This will the fourth year of cooperation between the Self Family Arts Center and the MLK Committee and it has been a period of great success. Being considered by the committee is the possibility of subsidizing ticket prices to assure that persons of all incomes, including students, may attend these unusual cultural events, Being considered for 2004 are; :;*1- i s{ the spirit and energy of the countrys best young talent this group hos grown into one of the most popular and critically acclaimed dance companies in the United States. Also o plus is the fact c that Ailey IT is willing to visit elementary, middle and high schools. Imam Winds features five outstanding musicians of African-American and Latin ug lesser know than the dance cora Performed at Carnegie Hall, the Pant. the Imam Winds have Center, etc. and started international Ailey II (formerly Alvin Ailey Repertory Ensemble) is a highly trained dance company that merges the spirit and energy of the countrys best young talent this group hos grown into one of the most popular and critically acclaimed dance companies in the United States. Also o plus is the fact . that Ailey IT is willing to visit elementary, middle and high schools. Imam Winds features five outstanding musicians of African-American and Latin ug lesser know than the dance cora Performed at Carnegie Hall, the Pant. the Imam Winds have Center, etc. and started international tour in 2001. The reedy its second lmitment to diversity by featuring works by African, Latin and Americanrtoire compts osers the often adds Percussion and folk influences to the traditional wind quintet tumble Fl.•,.[.Y�.sJ�T.+ceckt'_.:��}}rw �r�,ui„x. v,R,l�i,7.:�. d � '�•'� .3�ii'[ii�'�, b r �' -'+ { t��., b�.i iztioZ 1b:vJq' tiC3=B42-7877 ALF FallLy ARTS CEN PAGE 03 I Alley 1I Ailey H (formerly Alvin Ailey Repertory Ensemble) is a highly trained dance company that merges the spirit and energy of the country's best young talent with She passion and creative vision of today's most outstanding emerging eboreograpbers. Ailey II began in 1974 as the Alvin Ailey Repettory Ensemble, when Alvin Ailey initiated a workshop composed of the most promising scholarship students from The Ailey School. The original members of Ailey II were handpicked by Mr. Ailey from among that group. The Company, which emphasizes a balance of repertoire, technique and paforrnance, has grown into one of the most popular and critically acclaimed dance companies in the United States. Under the direction of Sylvia Waters, Artistic Director sinx the Company's inception, Ailey II invigorates the American dance acme by offering unique opportunities for artists in all areas of dance. Ailey II members, all exceptionally talented dancers who have completed advanced programs at The Ailey School, hone their shills while gaining invaluable perlbrmring and teaching experience during their tenure with the Cor aptny (usually two years). Throughout its history, more than thi:`;+ Ailey II members have been selected to joie Alvin Ailey American Dance Theater. Many others have gone on to Pursue successful careers as dancers, teachers and choreographers with other professional dance companies, on Broadway and in schools. In recent years, Ailey Ira distinctive repertory hes included works by dance masters Alvin Ailey and Talley Beatty, Alvin Ailey American Dance Theater Artistic Director Judith Jamison and such innovative choreographers as Donald Byrd, Shapiro & Smith, Shen Wei, Avila/Weeks, Lar Lubovitch, Kevin Wynn and Ulysses Dove. The Company's 2000-2D01 tour Consists of perfOrom es and related activities in 42 United States cities, including New York City's Aaron Davis Hall, March 22-25, 2001. Additionally, Ailey 11 comimres to win unmatched critical praise for its residencies at major colleges and universities and its visits to elementary, middle and high schools throughout the country. The Company has also .received numerouthonors, awards and proclamations in recognition of its community outreach programs, , The admiration of eri"es and fans across the nation continues to grow. "Call it the'second company,' but don't a^ it it a aeon rate," writes Valerie Sudol of the Newark Star -Ledger, '[Ailey U abowa sea Tih kc?t young dancers oftbe text generation. 09!1812002 r M} ,sY i.lu4i�, ,5.• d� 4� � v �p - ", 7� �a[��,:y i 09/17/2002 15:04. ea3-e42-7877 .. _....-_- .._......... SELF FPMILY ARTS CEN PAGE: 03 1r.�ei Wird/ i Featuring five outstanding musicians. of African-Arneri-n and Latin Heritage, .Irani boundaries of a Winds joined forces in 19% to create an ensemble that would push the traditional wind quintet. Imam, literally in Swahili, is the embodiment of the ensemble's mission: bridging between European and Afrkzn musical traditions, exploring repertoire from diverse cultural backgrounds and reflecting upon their rich experience as olaysieci } musicians of color. The Irani Winds were recently named as Coaceri Artists Guild's first-ever Educational a. Residency Ensemble in recognition of their significant educ bonal mission, tremendous musical abilities and innovative programming. Offering a wide array of residency for various settings, age groups and community outreach progrers, the Imani programs Winds' residency curriculum often explores the culture and heritage of the African Diaspora, and introduces Western classical traditions to diverse classrooms. The Irani Vinds' 2000-2001 perfortnance highlights include aNew York debut at Weill Recital Hall at Carnegie Hall, concerts at the Kennedy Center Millennium Stage; Chicago Symphony Musicians Residency Progttlm, Ravinia Festival, South Shore Music Festival, Princeton University, Carnegie Hall Neighborhood Concorts, New Jersey City ` University, Maple Mount Festival, Washington & Lee University in Virginia, Obio University and the Fischoff Chamber Music Association. The ensemble will return for its ` C' second international tour with eminent saxophonist Steve Coleman in the summer of 2001. The repertoire offt3ted by the imam Winds highlights their commitment to diversity, featuring numerous works by Attican, Latin and American composers, the ensemble often adds percussion and folk influences to the traditional wind gaiatet textures, taking its audience on a captivating journey:through divergent ethnic and musical identities. The Irani Winds are recent winners of the Artists International Annual New York Debut Prim." it 1 j 09/111nooz t ff ' i 3 t stir; I C-3 Black Spectnm is a theatre -type presentation about which we do not yet have, full information but may rank third due to similarity with this year's program. Will present additional information in October. SUNDAY MORNING: PULPIT EXCHANGES MONDAY MORNING: MLK MARCH AND COMMUNITY PROGRAM The 2004 program will begin with our annual MLK March under blue skies and white clouds we hopel Participation is open to visitors and residents alike- and traditional civil rights songs will be sung. All community organizations are invited to send representatives with banners to par iicipate. The March is followed by an inspiring program of speakers and music. The keynote speaker for 2004 has not yet been confirmed but will be of national or state prominence. Following this program, a community cookout will be held and participation is OPEN TO THE PUBLIC. The Martin Luther King Celebration Planning Committee accepts full responsibility for this program and is working directly with the SFAC on the Saturday night program. A deciding factor for the program will be our ability to raise funds as the program alternatives run from approximately $6000 to $15,000 plus housing accommodations. Permits are required for the March route from the Beaufort County Sheriff's Department and the Town of Hilton Head. This has never been a problem and we do not anticipate it will be so in 2004. IMPACT ON OR BENEFIT TO TOURISM It continues to be our fervent hope that by demonstrating our community's commitment to the values exemplified by the life of Dr. Martin Luther King, Jr., that people from across the region will be drawn to the Island. To reach out to those seeking vacation lands, we advertise our MLK program on the Hilton Head Island web site, place brochures, flyers, etc. in the Welcome Center; and distribute literature through the Chamber of Commerce, newspapers and radio (Georgia, North Carolina, South Carolina), hotels, motels, local churches and youth groups. Plans also include use of the Town Bulletin Boards across the Island. The League of Women Voters, the AAUW and several low& churches have been most cooperative in at'slsiing our publicity through newsletters and bulletins. Copies of selected rit attached. 3 rpt Y� �' I r, t C-4 z i ADDITIONAL COMMENTS Lost year, we promised to assess the "where are you from" component of the audience for the 5FAC event - and this is what we found -- Zip codes included the following: 03249 (2); 07920 (2); 08540 (2); 10019 0); 10036 (1); 10536 (2); 11106 0); 11375 (3); 14105 (2); 15108 (2); 27606 0); 29112 (2); 29210 (2); 29902 (4); 29904 (2); 29906 (6); 29912 0); 29910 (31); 29925 (7); 29926 (45); 29928 (48); 29446 0); 20904 (2); 30683 (2); 31401 (3); 31404 (3); 31415 (1); 31419 (3); 32233 0); 32304 (2); 34698 0); 45387 (2); 55821 (2); 60461 (2); 60637 (2). Germany (2) and Sweden (1) were also represented into addition to the above 35 zip codes. D. FUNDING 1. Scarce of Funds. All funds for our cultural events and general program for this 5 -day event come from the following sources: For the cultural event, the SFAC and the MLK Committee share Saturday night event expenses, for the general program, funds come from the MLK Committee and the general public, both direct and in-kind contributions. As indicated above, the amount of our grant, should we be approved, may determine which Saturday evening program will be presented. During the religious service on Thursday evening, the plute is passed for voluntary contributions. The Friday Gospel Fest/Concert raises funds from voluntary contributions during the program. The Monday program also contributes to our costs by voluntary J contributions. Amounts vary from year to year. (See income Statements) In-kind contributions which may be received areg,nerally from the hospitality industry - including rooms for our keynote speaker and/or members of cultural event troupe. Their generosity also exteu:ds to the Monday Cookout. However, as you will note in the budgets, this is not always a reliable contribution and therefore the MLK Committee must also et 1r be prepared to make up arty loss in this area. - 4 2. Requested Funds from Other Organizations. Generally, we do riot request funds from l t., other organizations with the exception of in-kind contributions from hotels for persons P� ( involved in the SFAC event and food for the Monday Cookout. On the whole, we have been { quite successful in this endeavor but it is NOT something we can rely upon and must w•.. therefore be prepared to pay full cost for both. i i y� ar a(}!9a" f vl'aa S� Iti w1� i+ � �H•� I �� ,x fy{ A C-5 3. Contributions to the project by the sponsoring organization: The Martin Luther King, jr. Committee is prepared to commit $2-00-$3000 to this 5 - day program. E. FINANCIAL INFORMATION 1. Line -Item Budget of Project (Attached) 2. Calendar Year Income/Expense Report We do not have any assets or liabilities as a small non -profit -.therefore, we do not feel it is appropriate to construct a Balance Sheet. Attached is a calendar year recount of our operating income and expenses. F. FINANCIAL GUARANTEES 1. Minutes a September 12, 2002 attached. 2. Does not apply. PRIOR RECIPIENTS REPORT 1. For the past three years, the major portion of our grant has been designated for a cultural event co-sponsored with the Self Family Arts Center. The remainder of the funds were generally committed to public relations efforts. 2. As mentioned earlier in this proposal, we met our commitment to assess the geographical diversity of the audience attending the SFAC event. Please note that 35 zip codes plus two foreign countries were represented. We know that we benefit from the quality reputation of the SFAC, but we also believe that the unusual selection of MLK celebration events draw a different audience. 3. Budgets for 2001, 2002, and '2003 following. 4. Total Annual Funding: Submitted September 1998 for January 1999: $2000 Submitted September 1999 for January 2000: this money returned due to the flag controversy, Submitted September 2000 for January 2001 event: $5000 Submitted September 2001 for January 2002 event: $6600 Submitted September 2002 for January 2003 event: $4000 FINANCIAL INFORMATION MLK MINUTES - SEPTEMBER 12, 2002 PRELIMINARY BUDGET 2004 BUDGETS FOR 2001, 2002, 2003 CALENDAR YEAR INCOME/EXPENSE REPORT I � 5 k MARTIN LUTHER KING JR, CELEBRATION PLANNING COMMITTEE September 12, 2002 ATTENDING: Ed Berry, Ernest Bryon, Mel Campbell, Juanita Groul, Freddie Hodges, Manuel A Olive Holland, Rev. -Charles Houston, Louis d Ruth King, Nan White. Chm. Campbell called the meeting to order at 6:15 pm and the Rev. Houston led the opening prayer. A motion was made and passed to accept the minutes of the 8/8/02 meeting as written. In the absence of the secretary, Ruth King agreed to take the minutes. Tremrerrs Report: Ernest Bryan reported that we had $2933.08 in the bank and there were no outstanding bills. Two donations were received, one from St Andrews and the other the proceeds from the Fifth Saturday event. The report was accepted as information. The Treasurer reported that the MLK Cmte need not file a non-profit tax form since we do not collect enough donations to qualify. FIFTH SATURDAY: Juanita Groul reported that based on the low turnout at the June 29th event, the MLK Cmte had decided at the last meeting to change the name of the event to the MLK Community Service Day. Three dates have been selected, October 19, January 18 and April 12. As project coordinator for the first CSD, Juanita prepared, in consultation with Deep Well, the Children's Center and others, a list of 10 projects requiring 70-80 volunteers for October 19th. Each project will list the skills and supplies needed to complete the project end the number of volunteers required. A project coordinator for each project will be solicited. She will get this information to Freddie Hodges who will write a press release for the newspapers and will supply flyers for all the churches. Ed Berry suggested that a person to person contact be made in each church. Committee members volunteered to make those contacts at Mt. Calvary, First African Baptist, St. James, Christ Lutheran, Unitarian Fellowship, First Presbyterian, First Baptist, Queen Chapel, Central Oak and Beth Yam. It was suggested that Youth Directors encourage their youngsters to do the non -skilled work. Each of the MLK Cmte members present pledged to find five church members to commit to participating in the October 19th event. ANNOUNCEMENTS: Ernie Bryan announced that Lavon Stevens is to be honored by Mt. Calvary for his service to the community. In gratitude for his leadership in the MLK events, it was moved, seconded and agreed to take out an ad in the program congratulating him. Freddie Hodges reported that the due date for submitting ATAC grant applications for 2004 was September 20, 2002. It was suggested that she contact Kathy at the Self Family Arts Center to see whether we can cooperate with them as we have in the past. It was moved and seconded that Freddie be permitted to file for the grant even though plans are not yet solidified. In so doing, we would accept the financial obligation to we the project to completion if the grant were awarded. Motion passed. There being no fw*her business, the meeting was adjourned at 7:35 PM. Next meeting: Thursday, _ October 10, 2002 6:00 PM HHHS conference room. C Ruth Ki%, for the committee {l��y", -A.�. Fri m kM: .. . . _t ar... ,�Y'.«t ., o. • y r. Prepared September 2002 MA ..TIN LUTHER KING, JR. CELEBRATION PLANNING COMMITTEE "REACHING OUT TO BUILD THE BELOVED COMMUNITY - 2004" PRELIMINARY BUDGET Advertising/Printing Costs 1000.00 Thursday Evening: Community Memorial Service Maintenance Costs 75.00 Friday Evening: Ethnic Music Concert -0- Income Producing Event Saturday AM - MLK Community Service Day 100.00* Saturday PM - Community Cultural Event Self Family Arts Center Co -Sponsorship (Ailey II, Imani Winds, Black Spectrum - alternatives) 6000.00** Hotel Accommodations (8 persons) 800.00*** Sunday Morning Pulpit Exchanges - No Cost -0- Monday Morning/Afternoon Speaker (Honoraria) 700.00 Community Service Award Plaque 160.00 r Cookout 200.00 •—i ,-, TOTAL BUDGET: 9035.00 NOTE: For obvious reasons, figures for the year 2004 aour best estima ye tes of costs. It should also be noted that none of cultural event alternative groups am currently under contract as we are still exploring these possibilities with the SFAC. t' * Please nate that costs for this effort can run as high as $800 depending upon whether or not we am successful in having the dumpsters donated. ** This figure recommends what we believe to be the maximum amount: needed as our a , contribution to the SFAC evert. Should ATAC grant this amount and the group be chonged, .. r we will obviously return the difference. ***This will be a minimal hotel cost due to the varying numbers of cast members,• however, as always, we will seek to get this item as an in-kind contribution. INCOME: Generolly, our inane from v wrts is between $1500 d $2000. I - � - .7777.7777777�577 "xt+'�rT' {4 � 1��°��1` �` yrF` r� ti*" �'';y'�i��fi� •"�' �, s. Jx�� Sw a �uns�ffi�Xlq �Uir��r g' x c 3ra: MARTIN LUTHER KING, JR. CELEBRATION PI.ANNIN6 COMMITTEE INCOME/aft SE REPORT - 2002 LINE-ITEM BUDGETS FOR 2002 & 2003 ------------------------------- BELOVED COMMUNITY IN ACTION - 2002 KEEPING THE DREAM ALIVE - 2003 2002 2003 Advertising/Printing Costs 1000.00 1000.00 Thursday Evening: Community Memorial Service Maintenance Services 75.00 75.00 Friday Evening: Gospel Fest/St. Francis By-the-Sea -0- -0- Income Producing Event Saturday Evening: Community Cultural Event Self Family Arts Center Co-Sponsorship Dayton Contemporary Dance Company 5600.00 W.E.B. DuBois Prophet in Limbo 3000.00 Hotel Accommodations (11 persons) 1100.00 Hotel Accommodations (6 persons) 750.00 Sunday Morning Pulpit Exchanges - No Cost -0- -0- Monday Morning/Afternoon Speaker (Honoraria etc.) 600.00 700.00 Community Service Award Plaque 155.00 160.00 Cookout 200.00 250.00 TOTAL BUDGET $8730.00 $5935.00 NOTE: For obvious reasons, figures for the year 2003 are our best estimates of costs. It should also be noted that the Pulse Ensemble Theatre for 2003 is not yet under contract although initial contacts have been positive. 7 ;- r-M Mwll: 1�1. WE 5 -14-.-."� MARTIN LUTHER KV4& COMMITTEE INCOME & EXPENSES CALENDAR YEAR 2001 49 137.32 Al hnwig 299.74 SMAII Miracles Printi 151 152 88.00 Island Packet 600.00 Re lie Public* Waste bum sters 153 40.80 Ruth 'I'm Post 154 40.47 M Moser Freddie rosT ,etc. i s Print! DU I. V 155 54.75 , 4000.00 Self Family Center Arts Chucks bance Ensemble All Events 6898.53 Total Expenus W SELECTED island vibe r. RESERVE THE DAY FOR M.L.K. Bli. f on & Hilton Head 2002 Martin Luther King jr. Day Celebration Preview 'BringyourAmerican flag, bringyourorgani- January 18 at St. Francis by the Sea sponsored by Hilton Head Medical Center wtiorwl flag, but most ofall bringyourselfand Catholic Church on Beach City Road. & Clinics will begin at 9:00 a.m. your friends to celebrate the diversity of our Come early to get a seat. The annual memorial program is at community — and to salute the services of our The Dayton Contemporary Dance 11:00 a.m. and features S.C. Rep. Gilda fire, police and emergency personnel on this Company will perform at the Self Family Cobb -Hunter, D -Orangeburg, as the island"" Arts Center at 8:00 p.m. Saturday, January keynote speaker. The Martin LutherMng,Jr. — Letter from Hilton Head Island 19. This nationally acclaimed modern dance Community Service Award will also be pre - Martin Luther King, Jr. Celebration company of 12 dancers, rooted in the rented. Planning Committee to community leaders African-American tradition, has performed A free community cook -our will follow This year's Martin Luther King, Jr. celebra- extensively in Europe and the U.S., includ- the program, with food donated by the cions in Hilton Head and Bluffton are ing the Kennedy Center for the Performing Hilton Head HospiraliryAssociaton. h b Id' stronger t an ever oi n ung community and honoring those T r y` "'Ill IBLUFFTON who give service. The theme for Bluffton's celebra- pp tion is "The Legacy Continues ... HILTON HEAD ISLAND Celebration of a King," and is car - On Hilton Head Island, the King tied out in all events during a three - committee invites all to the annual week period. It kicks off January 5 celebration January 17-21, to bring with the Martin Luther King, Jr. flags and banners and build on the banquet at 7:00 p.m. at Sun City's American spirit at the march on r' Pinckney Hall. Marie Lewis, co - January 21. r ")' owner with her husband of the The theme for the 17th annu- �I a Beaufort and Lady's Island al celebration is "Beloved o '`; ' McDonalds, and owner and execu- Community in Action." This is a ;\ _ tive director of the Sea Island time for islanders to come togeth- Porticipants march in last years Martin Luther King fr. parade Conference and Training Center, is er to worship; to hear finger -snap- on Hilton Head Island.. the keynote speaker. Sarah Riley ping, toe -tapping gospel music; to Hooks, a public health nurse, win see a troupe of nationally acclaimed African- Arts. Tickets are $31 for adults and $16 for be honored at the banquet for her contribu- American dancers; and learn ab -Hit the civil youth 16 and under. tons to the community. Tickets are $20. rights leader. In partnership with the arts center, the On January 12 at 6:00 p.m. the second King used the term "beloved communis company will conduct an educational out- annual gospel program will be held at t ty" as a global vision for an ideal society reach program in performances at two mati- McCracken Middle School with local choirs t J , where people will live together in peace, bar- nees for Beaufort County elementary and and choral groups. Tickets are $6/ad.Ats, E} mony and brotherhood, and he spoke about middle school students, and will give a grad- $3/youth, free for children 6 and under. The 121, these beliefs again and again during his uate-level class for teachers. Two master class- annual march begins at 2:00 p.m, at Bluffton t career. es are open to the public and will be held Jan. Town Hall, followed by a free cook -out at St. ,j The celebration begins with the annual 18 frog 3-5 p.m. and Jan. 19 from 11 a.m. John Baptist Church and a 4:00 p.m, memo - memorial service at 7:30 p.m. Thursday, to 1 p.m. There will be a fee for the master rial service at the church. Valerie Green, a January 17, at the First Presbyterian Church, classes Contact Kim Keats, director of edu- former Beaufort County teacher of the year, with two clergy who represent different eth- cation at the art center, at 686-3945, ext. 222. will be the speaker. For more information or nic and racial segments of the community as On Sunday, January 20, various houses tickets to the banquet, call Sarah Brown at F 1 keynote speakers, ofworship will host pulpit exchanges. 757-3365 or Laura Bush at 757-2638. C > Friday's GospelFest features joyous The Mon day IGngholiday celebratonis All events on. Hilton Head and is music by local musicians, choirs and choral held at Hilton Head High Schoolwiththe Bluffton are open to the public. -. Mary Hall . groups, and will. be held at 7:30 p.m. march.at 10:00 a.m. Free health screenings 1 i 50 HILTON HEAD MONTHLY PHOTO BY ROB KAUFWN ;00"t ;R 4i4q �flg x RU �mn:Y$i r t c7;H, ��."nh �" L ._ .. ifi _ �✓{�L.3�,�RDi f 8-A fie Island Packet, Tuesday January 15, 2002 i a. The Island Packet Sara Johnson Barton, President and Publisher Fitz McAden, ErecutiveEditor y David Lauderdale, Editorial Page Editor Janet Smith, Monaging£ditor U1)1 Ii I z ctori& a. Martin Luther ding Jr, lay opens doors in community W Martin Luther King jr. celebrations on Hilton Head Island and in Bluffton this weekend are Baptist Church on Pritchard Street "What we are doing is trying to work a call to community action that deserves widespread response. together to make this country one," said Pearl Events surrounding Monday's Martin Luther Mitchell, president of the 2002 Bluffton MLK Observance Committee. King Jr. Day holiday offer chances to reflect on the works and words of the great civil rights leader. lj They offer chances to bridge the gap between blacks and whites that still exists in our society YQ;i I Participation shows respect, and that respect will provide a strong foundation for bringing about put together by committees in both Bluffton and Hilton Head. The ufferings touch life on many Kings hope for universal peace, nonviolence, brotherhood and social and economic justice. fronts:.music, dance, religion, oratory, health and food. F Hilton Head's 17th annual celebration will need to show respect fcr all races, creeds and rultures year-round But they do two important I C` things: They help show the rich differences in our cultures, but at the same time show that the I- N 8-A fie Island Packet, Tuesday January 15, 2002 i a. The Island Packet Sara Johnson Barton, President and Publisher Fitz McAden, ErecutiveEditor y David Lauderdale, Editorial Page Editor Janet Smith, Monaging£ditor U1)1 Ii I z ctori& a. Martin Luther ding Jr, lay opens doors in community Only through partiapation will society bene fit Martin Luther King jr. celebrations on Hilton Head Island and in Bluffton this weekend are Baptist Church on Pritchard Street "What we are doing is trying to work a call to community action that deserves widespread response. together to make this country one," said Pearl Events surrounding Monday's Martin Luther Mitchell, president of the 2002 Bluffton MLK Observance Committee. King Jr. Day holiday offer chances to reflect on the works and words of the great civil rights leader. That is a tall order, but it illustrates the value of this weekend's local events. Each represents They offer chances to bridge the gap between blacks and whites that still exists in our society a small step in that direction. Together, they are a call to action, which starts with participation. simply by offering chances to get together. Appealing lists of opportunities have been Participation shows respect, and that respect will provide a strong foundation for bringing about put together by committees in both Bluffton and Hilton Head. The ufferings touch life on many Kings hope for universal peace, nonviolence, brotherhood and social and economic justice. fronts:.music, dance, religion, oratory, health and food. The local celebrations cannot replace the Hilton Head's 17th annual celebration will need to show respect fcr all races, creeds and rultures year-round But they do two important also feature the presentation of the MILK Community Service Award to honor a local things: They help show the rich differences in our cultures, but at the same time show that the individual who has helped bring about Kings dream of a "beloved community." races share many common threads. . Through pulpit exchanges, music, marches That presentation will come Monday at Hilton Head High School, after the annual march and a community memorial service led by the Rev. Greg Prior and the Rev. Isaac Wilbom, and memorial program. State Rep. Gilda Cobb- Hunter, D -Orangeburg, will be the keynote common bonds can be discovered, appreciated and nurtured. speaker. Health screenings will be offered, and a free community cookout will be held in the It is only through participation, however, that this opportunity can bear fruit The annual hope that people who break bread together will have a better understanding of each other. MLK celebration will be successful if more people come out of it understanding that our A march in Bluffton will be held Monday afternoon, followed by a program at St John the community is not centered on "us" versus "them," but simply on "us.,, �. •„�� ',; ;. :'�1. � ;,.. v" �� ? t {• 'v'. Y/ f�N YS �y � � f ly�y �, n . -tet_ .,a,.t i , . fl kasp2002 PHIIIIIA rAFAFAITTIT — . I — �.� r.� Jt.� rJj rt rojn LIFT EvRY VOICE AND SING LYRICS BY JAMES WLDON JOHNSON JOHNSON MUSIC BY J. ROSAMOND LIFT EV*RY VOICE AM SING, TILL EARTH AM HEAVEN RNG. OF LJBER`M, RING WITH THE HARMONIES LET OUR REJOICING RISE HIGH AS THE LIST'NIING SKIES LET IT RESOUND Lam Al, THE ROLLINIG SEA SING A SONG FULL OF THE FAITH THAT THE DARK PAST HAS TAUGHTU SING A SONG FULL I OF THE HOPE THAT THE PRESENT HAS BROUGHT Us. FACING THE RISING SUN OF OUR NEW DAY, BEGUN' LET LIS MARCH ON TILL VICTORY IS WON. STONYTHE ROAD WE TROD BITTER THE CHASTWING ROD• THE DAYS WHEN HOPE UNBORN HAS ft FELT IN YET WITH A STEADY BEAT, HAVE NOT OUR WEARY FEET CAPE To THE PLACE FOR WHICH OUR FATHERS SIGHM? VjFWATERED, HAVE COME OVER A WAY THAT WITH TEARS HAS BEEN WE HAVE COME, TREADING OUR PATH THROUGH THE I BLOOD OF.THE SLAUGHTEW-U OUT FROM TW. GLOOMY PAST, TILL Now -WE STAND AT LAST WHERE I THE WHITE GLEAM OF OUR BRIGHT STAR IS CAST. GOD OF OUR WEARY YEARS. GOD OF 0 1 UR SILENT TEARS er THOU WHO HAS BROUGHT LIS ITAM FAR ON THE WAY, THOU WHO HAS BY .THY . Mr.W LED. US INTO THE Ll%ff; KMP LIS FOREVER IN, THE, PATH; WE PRAY. I MET PREEN LEST OUR FEET STRAY FROM _,HE .PLACES, OUR GOD, WHERE ,,wE LESrr OUR HEARTS DRUNK, WM WINE I OF THE NORIA, WE FORGET THEE, LEST SHADOWED BENEATH THY' HAND, MAY WE. FOREVER ffTAN6,._' . TRUE TO Om GOD, TRUE TO OUR NATIVE LAND. THE MARTIN LUTI-M "A Fawarm jWw EXISNO ITS Ar FOR TO NIG114M.PROGRAM AND RECEPTION-rd'F� KICHAEL_ �mm' "I . i i , , 'SEA. FIR ry. *0 STAFF OF MCCAFFEITI nllz�S ST. f4 coK �o F` R"' � C " apa o � w o CY co (�A Fr• 00 o m CC p.w aU m ul o n - a : °ao`�Ct m .o m f.yAr.ifl CD �, o c R, Q C. os C.w'�opq �p a� - CD �b o �s 11 CD CD m m .po. tOn �* c 0 CCD oC w am fD.° o t" H G p b(D n� n w p. o o m 0 p �' `� � �. � `� cf � p• ' Qq N Q3 VF•' GCS `yer' � mnp,, �c�r ��y fr° � 'f �' "1'� .,. rte-'.. cwi•. ~ r`1 M n N `C a• CCD O °muq CD (0 p w �. �• C c+: U m Dq m u�G�q.'��.C'.�ti ,o• O ..p:..�atiGy,7�fd S , F1°'f LMy:Tr' Ur�`�]) mpi.'ppC°"rouldsjj 5-1 0om�p5 no OR oCpoy�p 9 o .�p, "o KO y" 4 , m n 0etaa �a SD p• ED ..'� O, � n• '.r . �," �+ �• ID . p . 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N is N w C2" M goo, .°i o n� �'b °y m byy p o pw pGDa��d epm�,o0 5'RAD C�� 8.11 p� w:m m „aa'$n o P? p bb 0° iMl]C•,�' tip .ITI ilS � y Q.A. �R :i�mpp CpC Gp (Vin.Kw °..� �c � :� a o rCr•' '�ip' p �o •+: i •il '.N. °* � ry P p' . ; .� O;� M�+ � `Oy C7 O,M fA �.; i � R � •I ;-c All events are sponsored by the 20172 CALENDAR MARGIN LUTHER KING, JR. Martin Luther Sing, Jr., OF EVENTS CELEBRATION Celebration Planning , Committee:JANUARY 17-21,2002 THURSDAY, JANUARY 17 Melvin Campbell, Chairman First Presbyterian Church Community Memorial Service - 7:30 p.m. Committee. Members: The Rev. Edward Beloved Community in Action" Alston; Thomas Barnwell, Jr.; Nelson Britt; FRIDAY, JANUARY 18 Seff Family Arts Center Ernest Bryan; Emory Campbell; Irvin Campbell; �' 4' P P Master Class with the Dayton, Contemporary Geneva Christopher; Al Day is; Mary _ For d; , 'Dance Company - '3:00 p.m. (Fee, call 686-3945Ext. 222) Juanita Graul; Mary Hall; Freddie 1164e.,;.the' Rev. Manuel Holland; Olive Holland; the Rev. St. Francis by the Sea Catholic'Church GospelFest = 7:30 p.m: (Free) A Charles Houston; John Ingram, Louis & Ruth`, Pi an; King; Mary Moser; Darla erce, HRyan; SATURDAY, JANUARY 19 " Walt Schyrnik; Julius Scott; the Rev. Nan White; Self Family Arts Center • , , the Rev. Ben Williams. Master Class. with the Dayton Contemporary Dance Company -11-00 a.m. (Fee, call 686-3945: Ext.: 222) , r,JSelf Family Arts Center ;. Dayton Contemporary, Dance Company CELEBRAON!" ckets:$3]adZ 6youthl6 and underJOINTHE The community is Invited to loin in" : gUNDAY, JANUARY 20 the events scheduled during thePulpit`Ezchauges Vanous churches Martin Luther King, Jr,:Birthday . r Martin. Luther King;'. Celebration:: Planning. Qon P.O. Bozs6897 Hilton Head Island, SC •(843) 689-6142' :'. y The MLK Celebration Planning t of .501(-)(3) tp' `xempt;orgazuz TOWN OF HILTON HEAD ISLAND One Town Center Court, Hilton Head Island, S.C. 29928 (843) 3414600 Fax (843) 842-7728 http://www.ci.hilton-head-island.sc.us Thoma D. PdePlActober 9, 2002 Mayor Jer.,es x. Caran Mr. Luis Bell Mryor ProTem The Latin American Council of Hilton Head Island 6 Pine Burr Road coonen MembersHilton Head Island, SC 29926 Willie (Bill) Ferywon Kenneth S. xelvkRE: Sabor Latino W. J. (8111) Monel • { John Slaty - ceome w. wlu.;FA' Mr. Bell S' Thank you for your application for Accomiriodatio6s`Taz funds. You are scheduled to appear s Tomt him.Rerey before the Accommodations Tax Advisory Committee in Town Hall Council Chambers (One !' a Town Center Court) on Thursday, October 17; 2002 at 2:15 P.M. You are requested to be prd'sent at least 15 minutes before. your presentation and are expected to spend 30 to 60 minutes at the hearing Please be �repajed to discuss your organization's long- '; range goals and the Tole that bed taxfunds )yril play in the fuhtt r. Please note that the ;rcommodahon TatC Qvers>ghi Committee and the,Department of Revamso have determined that all apphcanls for Bed,.Tax dollars mlj� show a toi rism impact frmn their program or event. 4 Impact will be measured by the percent of tourists that are parttgjpatin� id each applicant's program. This percent will be`ihcbasis for•hafpercepi of the total oosf that can be approved by the ATAX Committee. „. ........ ......: h,., i A tourist is defined as a visitor comi'Nand (nok,bn business) from more than fifty miles away. to . Also, please find attached a copy of 2002 ATAX Applicants. If jou have a financial relationship with another applicant on the list please be prepared to disclose the nature and extent of your { `s relationship. Please be prepared to discuss your relationship with The Self Arts Center. { I; Very truly yours, � r ..David Warren, Chairman I r Accommodations Tax Advisory Committee wJ N CC: Steve Riley, AICP Accommodations Tix Committee DW,,/bb i RECEIVED SEP 2 0 2002 grga� ):S ate{ APPLICATION FOR FUNDING TO The Accommodations Tax Advisory Committee Hilton Head Island, South Carolina SAIBOR LATINOI October 2003 Sponsored by: !.1 The Latin American Council of Hilton Head I.Irmd 6 Pine Burr Road Hilton Head Island, SC 29926 843.684.0184 Contact: Luis Bell, President Above contact information ` Accommodations Tax Funds Requested, ._ $37,800 September 20, 2002 I . - w . y s §07 ONO 12220 WORM ACCOMMOD/,TIONS TAX ADVISORY COMMITTEE TOWN OF HILTON HEAD ISLAND g v:rr;v ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION For Office Use Only Time Received: Date Received: By: (Applications will not be accepted if sabasitted after 4:00 pm an September 20, 2002) Date: September 20.2002 Total Projtd Cwt: 579.950 Total Amount Requested: $37,900 Submit 15 Complete copies of Application Answers Must be Typewritten A. PROJECT NAME: Sabor Latino! B. ORGANdZATON: The Latin American Council of Hilton Head IsLsnd Sponsor Name: Lpis Bell Title: President Sponsor Address: 6 Pine Burr Road, Hilton Head Island. SC 29926 Sponsor Phone: 843.684.0184 Contact Name: Aida& Hernandez Title: Publicity Chaiman Contact Address: 95 Mathews Drive. Hilton Head Island. SC 29926 Contact Phone: 843.686.2131 rc�I I S si I( I; ... o ...r.., J 1.'i.ki\�vd. f.�1:nUSvi:�d e .. •4 _ _. ._ _ .. u a 9 C. DESCRIPTION OF PROJECT: I .General Description: Sabor Latino! (formerly known as Festival Latino Americano) is a celebration of Latin American cuisine, culture and charisma suitable for the entire family. On October 12, 2002, more than 20 countries will be authentically represented through food, pulsating live music, energetic dance and dancing, colorful exhibitions, and a parade featuring elaborate costumes. Sabor Latino! was started in 1997 by the Latin American Council of Hilton Head Island (LAC) to promote understanding and friendship i in the Hilton Head Island community. The LAC serves the community as a resource to facilitate greater understanding and cooperation between cultures. Through grana from festival proceeds, the Council also acts to aid individuals in acute need and provide much needed funds to area organizations and services that provide assistance to the j Latin American community. Volunteers In Medicine was a recipient of some of last years proceeds. Seed money is also held in reserve for the following year's event In 2002, the event's objective became one of attract ng more non -Latins as attendees, and increasing visitor participation to the Island during "Hispanic Heritage Month". To that end, the aid of a professional marketing firm was enlisted that has donated extensive time and talent to create market awareness and upgrade the image of the festival for the visitor. The LAG has also joined the Hilton Head Island Chamber of Commerce to gain insight, exposure and to cooperate to attract the arts & cultural visitor. ATAC funds, if granted, will greatly enhance these marketing efforts by t providing monies for regional advertising, event marketing, public relations, and fi collateral geared toward attracting the visitor. Currently, Sabor Ladnol is one of only t three Latin -produced festivals in the state, the others being in Charleston, and Greenville, both of which are held is months other than October. A Savannah festival will be held for the first time in Octob::r 2002. { President Clinton in 2000, and Mayor Peeples in 2001, proclaimed October as "Hispanic Heritage Month". Nearly 4,000 people attended last year, and representatives i from foreign consulates and dignitaries from other nations have annually attended Sobor L.adnol by invitation of the LAC. The event has seen steady growth since 1997, not only as the Latin American population grows, but also as the interest in Latin art, food, travel j and entertainment increases. $ 2. Arts & Cultural Event: Savory dishes, meticulously prepared by numerous island "senoras,', are the festival favorite featuring specialties of the home, not commonly found in restaurants. The event is also unique in its authentic presentation of folkloric dances, ' elaborate native costumes, live music and entertainment, and traditional children's games representing over 20 Latin American countries (see Itinerary Attachment yr The Parade of Nations featuring the flags and costumes of all Latin American countries, an elaborate "Village" constructed by Latin American architects and artisans to house t: .y exhibitions from each participating country, are also unique as compared to other area {. events. In addition, the event offers a street dance in which all can participate and an it opportunity for vendors to sell various imports from Latin America. (See site diagram Attachment "B') tt �.. 3.Impact or Benefit to Tourism: The Arts & Cultural visitor stays longer and spends more dollars than the average visitor according to a visitation study done by the Hilton Head Island Chamber of Commerce. Sabor Latino!, strategically held during "Hispanic Heritage Month", is the highlighted event for October in the Chamber's FaIllWinter 2002 "Calendar of Events" brochure because of its recognized potential to attract Arts & Cultural visitors. 'N�du 9yM� Y3.S''(x.. r�4' $'`i'';:^.. 4'•,k,,W ti h� �, s . `h N. . ��: r."�u .:. ... •... ,.4� . s .. �._ .. �..,�i"k?�'��ti,a�..t3sk.ly"�.. This year, public relations efforts on behalf of this event have been geared toward visitors from Florida, North Carolina, South Carolina and Georgia ---important drive markets for Hilton Head Island. The timing is right to leverage this event as a promotional vehicle to attract visitors to the Island (during a shoulder month) due to the popularity of cultural tourism among vacationers and, also, due to the growth of the Latin population'.?, purchasing power in key drive markets. According to a study conducted by The Gonzalez Group of Columbia, SC: for the period of 1990-1999, SC experienced a 6.4%, NC a 9.8%, and GA a 9.2% increase in Spanish residents, compared to an overall state growth rate of 1.2%, 2.3% and 2.5% respectively. The collective Latino purchasing power in those three sates alone was close to 510 billion in 2001, up from just over $2 billion in 1990. The purchasing power for the Latino population in the U.S. rase from $561 billion in 2001 to $630 billion in 2002 (source: Selig Center for Economic Growth, the University of GA, July 2000). Although no off -island advertising funds were available for the festivals in the past or currently, public relations efforts this year included a media advisory to regional travel calendars and festival web sites, a press release to 45 regional Latin American publications (Attachment "C'), important publications such as Southern Living and AAA Go Magazine of the Carolinas, American daily newspapers in SC, NC, GA and FL, and to HHI, Bluffton, Beaufort print and broadcast media outlets. The festival will sari a data base of visitors this year and with continued public relations efforts, additional funds for a fulfillment brochure, web site and ad schedule in SC, NC, GA and FL drive markets, the awareness of this multi -faceted family cultural event should impact visitors to participate in our Island "fiesta". Already, we have received calls from Atlanta Latino and ` Charlotte E► Sol, two significant Latin newspapers, who are sending journalists to cover the event for their publications. Significant local broadcast and print media will feature Sabor Ladnol this year including Hilton Head Monthly (event feature), Island Packet (Food feature and Arts & Entertainment), Carolina Morning News (event feature), Beaufort Gazette (event feature), Connect Savannah (event feature), Where To Go (calendar feature and donated ad), island Events (Up Close and Personal Feature), and pre -event appearances and day -of -event f filming by WJWJ, WHHI, and the Senior Channel. 4.Duration of Project: Starting date: 3/112003 Completion Date: 10/ 1112003 S. Permits Required: SC Dept. of Revenue Beer & Wine Sales and Town Of Hilton Head Island Special Event permits rtr 6. Additional Comments: Attracting the Arts & Cultural visitor is an important { . ; segment and long-term commitment of the Chamber of Commerce marketing plan S4 according to Susan Thomas, vice-president of the Visitors & Convention Bureau. The distinction should be made that Sabor Latinol is an authentic cultural event, produced wholly by Latin Americans from over 20 countries, designed to promote cultural 44e. understanding, rather than just "Latin -flavored" entertainment. It is well produced and t+ positioned to attract the Arts & Cultural visitor looking for such authenticity. D. FUNDING 1. Source of Funds: Based on 2002 Budget Projections i 7 b -. 7S ti 'rc.i,�-("moi e��.. °tF� � td �, 5,�.�3�•} v,�rx ��n 'far, + � r - s did ly'. f�llir hl RO.. 9eti a Trade/Donation Sponsorships: Marketing/PR/Graphic Design- $6,500; Advertising - $800; Prize Gift Certificates: $4,000; Site Development, Construction, Breakdown - $8,000; Food Preparation & Donation - $4,500; T- shirts & printing- $500; Entertainment - $6,500; Printing - $2,000• DONATION SUB- TOTAL: $32,800 Cash Sponsorships - $4,000 - Sales proceeds from food - $9,000 - T-shirt sales - $510 - Beverage sales - $2,500 - Vendor table rentals - $500 Prize proceeds - $2,500 CASH SUB -TOTAL: $19,010.00 GRAND TOTAL: $51,810 2. Requested funding from other sources or organizations? NO List Amounts: Not applicable 3.Contributions to the project by sponsoring organization: Seed money from last year's event proceeds - 51,200. - Donated timeltalent from members of the Latin American Council, in a conservative estimate, is about 1,920 man-hours (12 people x 160 hours). E. FINANCIAL INFORMATION (Adhere to strictly): 1. A line item budget of the project Based on projected budget for 2003 Income Cash $25,000 (Sponsorships, concessions, rentals, souvenirs, prize tickets) Trade $30,000 Total $55,000 Expenses (NOTE pro*wdon WT -19M are Bswd even though product -hg is mar be donated) *lftrke*WEvent Semites $ 7,500 (PR c=ept i art &Kdon, wri ft retsina• for 8 months) *Graphic design $ 4,500 (brochure, Ila/poster, muhi-sb ed ads, progam, signs) *Web site design $ 2,500 ` (registratim gr+phic creation.10-din6) C *Photography $ 700 (brodwm web site. PR use,) *Regional; Advertising $18,000 (Nr- SC, F, CA Pte) Printing *-2,500 brochures 5 1,8W (4 mor, direct maillinWiry WMll*li /rack card) 'hc,'� 7 { iQ it *-2,000 poster/fliers $ 1,900 (4 color, pre -event distribution) -5,000 programs $ 1,600 (2 color, event itinerary, site plan, recognition) - Stationary $ 500 (2 color reprint) Equipment Rentals $ 2,900 (Stage, chairs, tables, audio) Waste Management $ 1,500 *Postage $ 925 (Direct Mall, Inquiry fulfillment and sponsor letters) Tickets $ 400 Entertainment $16,500 Storage $ 550 Supplies $ 3,200 (paper/plastic supplies, crash cans, decor) Site $ 8,000 (Design, construction, breakdown) Decoration $ 1,000 Food & Beverage Mgr. $ 350 Permits $ 625 Electrician $ 500 Security $ 1,000 Beverages/ice $ 2,000 t-shirtstsouvenirs $ 1,000 Clean UD $ 500 Attachment A i•Z "SABOR LATINO'' FESTIVAL SCHEDULE 11:00 AM —11:30 AM Opening Ceremony 3� 11:30 AM —12:00 noon Parade of the Flags 12:00 noon Hispanic Food Court opens 12:00 noon - 1:00 PM First Show Time - Mariachi Guadalajara Band - Popular Latin Songs by Graciela Bemales and Silverio Rodriguez. Keyboard Music by Connie Ortiz - Punta Dancing by Maria Elena. A Dance from de Caribbean Coast of Honduras and Guatemala. 1:00 PM - 1:15 PM First Raffle Time `, 1:15 PM - 2:00 PN` Second Show Time: - The Garz6n Sisters of Colombia. - Colombian Cumbia Dance by the Malo Family. - Children Folklore Dances of Bolivia. Folklore Dances by Venezuelan Girls Group. 2:00 PM = 2:15 PM Second Raffle Time 2:15 PM - 3:00 PM Third Show Time: Kids Entertainment - Rhythm is Going to Get You: The Pied Piper Percussion i 3:00 PM- 3:15 PM Third Raffle Time e 3:15 PM,- 4:00-PM Fourth Show Time i_ Folklore Dance Group of Panama - Tango Dancing by Emma and Cesar Rodriguez { Carolina Hurtado Dances Pop Music. 4:00 PM - 4:15 PM Last Raffle Time �l 1. 4:15 PM -. 5:00 PM Dancing with Tequila Show Band µ I` 5:00 PM Closing of the Festival.: Pi>3ata i �� • ' ��rT '��" s'Y '� u �' '� p f � Y j n• �f � ��! Y T{�y � 'ice � h 5�'��Q,s�x��y`.rz Spanish Media List ATTACHMENT -C- Mexico Meiico Lindo Gainesville, GA Dalton, GA La Vision de Georgia La Prensa Lawrenceville, GA Duluth, GA Hispanic Business Enterate Magazine Goleta, CA Duluth, GA Latinceo Mundo Hispinico Miami Atlanta, GA Nuestro Semonario/Nuestro Semsnzrio al La Voz del Pueblo Aire (La Invasom 1310 AM) Norcross, GA Duluth, GA Tiempo Libre La Noticia Duluth, GA Charlotte, NC Ezcelente Magazine Punto Hispano Smyrna, GA Lilburn, GA Vida Latins EI Progreso Hispano Augusta, GA Hispanic Meetings & Travel Magazine Cbarlote, NC La Invasors WPBA 1310 AM A Publication of the GVR Public Relations Atlanta, GA Agency, Inc. Latino Acento Latino Mauldin, SC Raeford, NC IAtino Leaders Magazine EI Bilingue Houston, TX Wmston-Salem, NC 0 Tiempo EI Hemido Hispano Daho;.; GA Clinton, NC EI Volante EI Sol Lawrenceville, GA Charlotte, NC t La Opiui6n Hispans La Conezi6n J SC Raleigh, NC Le Voz La Verdad de Amirica Dalton, GA Hickory, NC Eeos Mundo Latino Winston Salem, NC Wilmington, NC ;A_k- EI Estadio Nuestro Pueblo i Tucker, GA Durhein, NC +s k Atlanta Latino Norcross, GA Winston Salem, NC s, Hispaaos Unidos Miscellany, The SC Greensboro, NC Charleston, Nuevo Impacto Vida Latin t Norcross, GA Summerville, SC The Times -Herald Newnan w ; . Newnan, GA Yrt :� �. LATIN AH RICAA COUNCIL STATEMENT OF INCOME AND EXPENSES INCOME $ 3,465.00 Cash contributions Raffle proceeds 2,685.00 T -Shirt sales 310.00 Food & drink 5,972.72 TOTAL INCOME $ 12,432.77 EXPENSES Printing, letterhead, envelopes, raffle Tickets, brochures 837.80 Banner* 136.50 Clean-up, labor 140.00 Lolipop the Clown 170.00 Port -o -let rental 500.00. . Stage rental 782.25 Tent material* 2,500.00 Ropes for tent* 148.39 Food, drinks, ice, paper goods 2,008.90 T -Shirts* 715.50 Miscellaneous supplies 1,019.32 Storage, truck rental, moving expense 663.13 l After Festival party 964.59 TOTAL EXPENSES 10.586.38 INCOME OVER EXPENSES 1,846.39 , i. Donation made to Volunteers in Medicine 500-00 5 I NET PROFIT *NOTE: One time expense, items can be used next year. Am 1 HMO I NO ;I yy •:rM,�� Latin American Council' December 31, 2001 'S Revenue and Contributions $12,434 Expenses Communications $150 Entertainment 100 Food for Resale 1,300 T Shirts for Resale 718 Advertising and Promotion 754 Set -Up Expenses 1,405 Supplies 2,888 Storage 840 Tickets 270 Trash Removal Soo Total Expenses $8,803 Net Revenue $3.831 Assets Cash $831 Tent Materials 2,500 Total Assets $3331 Fund Balance Net Income $3,831 Grants Distributed .5w Net Fund Balance j !3.331 i V i I I ' 1 i ' 00 1 WEE . LATIN AMERICAN COUNCIL Minutes Session of September 4, 2002 Present were: Luis Bell, President, Linc and Terri Bryant, Janeth Miller, Sister Kathleen Kane, Rev. Michael McCafferty, Carol Groeschel, Nelly Lombardo and Chiqui Muller. Luis Bell opened the meeting at 6:35 p.m. Rev. Michael McCafferty did the invocation. The minutes of last session were read and approved as amended It was said that sometime next week we are going to the storage place to check on the contents and itemize what is in there and define to whom it belongs. Terri Bryant passed around sheets with the budget for "Sabor Latino' Festival that shows a projected profit of $9,078.00. The Knights of Columbus will again follow up on the letters asking for donations. Wal- Mart donated a bicycle and Luis said he will pick it up. Publicity: We are considering different aspects and will go ahead with the program and the flyers. Perry Printing will donate the flyers, as they have done before. We are hopping they will also donate the printing of the programs. Advertising: Luis Bell passed around a new colorful design for "Sabor Latino' Festival 2002 logo. Linc said that, though nice, it was too strong in colors and that it would probably overtake the classic logo in attention. Rev. McCafferty said the classic one should appear in all the Latin American Council correspondence, and uses the new design for the posters. Janeth said that maybe the place of the flags will be changed underneath Jof the flyer (instead of all around), to make more room for all information. Program: Luis read the draft of the program as follows: To open the festival, the MC (Wilfredo Le6n from Greenville, SC) will present the dignitaries and Rev. McCafferty will give the benediction. Then comes the Parade of the Nations. Maggie Nash will sing the National Anthem. Thereafter, the MC will announce #J-° that the Food Court is open and initiate the music and dances program. We will try to have de Opening Ceremony within half hour. We will give a table to each representative ,r !a of the Consulates so people can talk to them at easy and thus we save time from speeches. lf: Sister Kathleen wanted to know if any of the radio stations would be present. It was mentioned that "Talk to the Town" would be present. Luis asked for suggestions or comments to finalize the topic of the Festival. We are going to ask people after masses to volunteer food and work for the festival. We are going to do announces of the Festival and raffles in all masses, and sell tickets. . ,. '�" R _ �",r"T..:6 '� �`' j X -x .! F b •i'y y y "57' 1"M dam` ftp hi ayg'�v efixfor g�� tYx t ��'_' nt �, a s� �'+'::YI�K16f�i •rFz'p �r! sr1` ,t ��',. '3' fin,• .Ft yq PA The Latin American Council approved the production of "Sabor Latino" Festival for .,..., October 11, 2003. Also, we are submitting an application for a grant from ATAC for the year 2003. This money can only be used for advertising and we most apply by September 20, 2002. The Latina American Council has joined the Chamber of Commerce. The fees are $109.00 and $25.00 for processing. One member of the Council will attend the Quarterly Luncheon for new members. Luis Bell will attend this activity. The yearly banquet is $150.00 per couple and cash bar, but it is not imperative to attend. Luis Bell adjourned the meeting at 7:55 p.m. The next meeting will be on Wednesday September 18, 2002. Chiqui Muller Secretary r i 1 j�ry`t �1F"3M is p I { :.! '1 3 i BOOMy 91y� t ` xad"ka5 ``M , t` TOWN OF HILTON HEAD ISLAND z �r�Jfn One Town Center Court, Hilton Head Island, S.C. 29928 (843)341-4600 Fax (843)842-7728 http://%vww.ci.hilton-head-island.so.us Thoma D. Pmpl4)ctober 9, 2002 Mayor Junes K Carlin Mr. Paul M. Roth MayorProTem- Hilton Head Community & Youth Theater_; P 0 box 5254 C°aneil M`" b"11ilton Head Island, SC 29938 i Willie(HIII) Ferguson- i Kmnetd Si Ncit" Yollth Program/Theater Redevelopment - W. J. (Bill) Mottel John Sahy 1 cwrge w. wtmaloaar Mr. Roth i suPhw c. xiieyThank you for your application for Accoinmodations`fa 6 fund§. are scheduled to appear ;You t Town Manager before the Accommodations Tax Advisory Committee in Town'Rall Council Chambers (One Town Center Court) on Thursday, October 17 2Q02 at 2:30 P.M. y You are requested to be present at least 15. to ndfi before your presentation and are expected to spend 30 to 60 minutes atihe hearing, Please beprepaied to discuss yout:organization's long- range goals and the role that bbd, tax funds wrli p54y in the suture:; ` Please note that the Accommodation TaxO.verstgbtc4omrntriceand thd Department ofRevenue have determined that all applicants for $est Tai dollars must'shov/ a to¢rism impact from their ; program or event. Impact will be measured by the; percent of tQunsiS thdr, A:fe. partictpatrtlg.in each applicant's 1 program. This percent will be the oasts fortivhatpeTcpntof total cbst that can be approved by the ATAX Committee. . A tourist is defined as a visitor comutg to Hriton Piead''%iand (ngtAn business) from more than fifty miles away. Also, please find attached a copy of 2002 ATAX Applicants. If you have a'financial relationship ` with another applicant on the list, please be prepared to disclose the nature and extent of your e relationship. Please be prepared to discuss your relationship with The Self Arts Center, and your i ( impact on tourism fVery truly yours, David Warren, Chairman ' I - Accommodations Tax Advisory Committee ;- CC, Steve Riley, AICP Accommodations ' Tax Comminee d r 1 + ;� DW/hb c RECEIVED SEP 2 0 2002 Rev. 8102 ACCOMMODATIONS TAX ADVISORY COMMITTEE TOWN OF HILTON HEAD ISLAND, SOUTH CAROLINA ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION Date Received: I Time Received: By i (Applications will not be accepted if submitted after 4:00 P.M. on September 20, 2002) Date: September 20, Total Project Cost: Total Amount Requested: 2002 Youth Program: $115,400 Youth Program: $20,000 Building Improvements: $100,000 Building Improvements: $50,000 SUBMIT 15 COMPLETE COPIES OF APPLICATION a 4 ANSWERS MUST BE TYPEWRITTEN A. PROJECT NAME: Youth Program/Theater Redevelopment B. i ORGANIZATION: Hilton Head Community & Youth Theater ;l " Hilton Head Community & FSponsor Name: Youth Theater Title: N/A Sponsor Address: P. 0. Be. 5254. Hilton Head Island, SC 29938 i Sponsor Phone: 843/342-5646 Contact Name: Paul M. Roth Titles Chairman Contact Address: 85 Fort Walker Drive, Hilton Head Island, SC 29928 _ ' �•' Contact Phone: 843/342-5646 t 1 II is l i tF 4 .114-1-VIr+ C ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION A. Name of Project HILTON HEAD ISLAND COMMUNITY & YOUTH THEATER "Youth Program & Building Acquisition and Upgrades" j B. Sponsor - Hilton Head Community & Youth Theater \ P. 0. Box 5254 Hilton Head, SC 29938 f r .114-1-VIr+ C ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION A. Name of Project HILTON HEAD ISLAND COMMUNITY & YOUTH THEATER "Youth Program & Building Acquisition and Upgrades" B. Sponsor - Hilton Head Community & Youth Theater P. 0. Box 5254 Hilton Head, SC 29938 843/342-5646 C. Contact Person - Paul M. Roth 85 Fort Walker Drive Hilton Head Island SC 29928 843/342-5646 D. Dig September 20, 2002 4 e 7 j t . r edwld ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION HILTON HEAD COMMUNITY & YOUTH THEATER TABLE OF CONTENTS Page I ]. Application.................................................................................... 2. Appendices Appendix I: Letter to Self Family Art Center ...................................... i Appendix II: Proposed Lease & Agreement with Sea Pines �� •, Montessori School........................................................ i Appendix III "Big River" & "Fame" Financial Analysis & Youth Project...... vi Appendix IV Initial Construction Evaluation ........................................ ix Appendix V Attendance Figures ...................................................... x Appendix VI Capital Expenditures to Date... ....................................... xi Appendix VII Letters of Support ...... • • • • • • • • • • • • • • • • xu I ! Appendix VIII Income Statement ................................................... xur ' Appendix IX Balance Sheet..... ...... ... .......................... xv Appendix X Board Resolution & Statement of Non -Economic Interests ...... xvi n, Appendix XI ................................... IRS Status .................................................... xvm d Appendix XII Mission Statement & Strategy ................ ........... ........ xxv i . I i Appendix XIII Newspaper Clippings & Reviews ............. ................ xxiii l �'J� J'&'� �{+•y�i j_5 1.b�= f,� Ar 1 ' I 5 t � t _ 3 M}P�}�L 'Y}�� 1y1 �ras2->^r-• C HILTON HEAD COMMUNITY & YOUTH THEATER ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION C. DESCRIPTION OF PROJECT I. General Description: The Hilton Head Community & Youth Theater entered into a three-year partne.ship effective November 1999 with the Self -Family Arts Center to serve as the resident acting company and to restore and renovate the facility known as Dunnagan's Alley Theater. We were able to continue the Island tradition of local theater that has been so fondly remembered by Hilton Head residents and visitors. The facility was used by HI3C&YT for 15 weeks each year. It had occasionally been used by other groups and the SFAC for the remainder. Our community and youth productions are offered on a year-round basis providing entertainment for residents and visiting tourists. Each year we present two major musical productions, generally during the summer and prior to the Christmas holiday season, featuring local or visiting youth. We also present two adult cast dramatic productions, generally during April -May and Sep -Oct, the tourist "shoulder" seasons. We participate in i -he BRAVO promotion during the Spring and offer drama instruction to kids during the +;ummer. In :he past year HHC&YT has completed an extraordinary run of presentations topping the prior year's attendance. We produced "Run for Your Wife", a dramatic comedy in September 2001 followed by another joint effort with the Seahawk Productions to produce "Big River" for the holiday season. This production set another record and was so successful the Seahawks took it to the Edinborough Fringe Festival. 1. ` Starting in 2002 we presented the musical "High Society" which featured a balanced local cast of youth and adults. This was followed by an innovative collaboration with the Hilton Head Dance Theater in a presentation of "Fame", the musical. It was by far one of the most u ,_•.r— ambitious local efforts ever undertaken to present a dramatic musical requiring strong dance performances. "Fame" was extremely well received and attendance matched our previous record setter, `Big River". a Our residency at the Dunnagan's Alley Theater carne to an end on August 31. It is fair to say 1 the program that HHC&YT has pursued during the past three years has resulted in an j; explosion of youthful performance and talent recognition. In 1999 the high school performed only in their blackbox and limited its casting to their student body. Our productions drew only out of the remaining schools. Asa result of our aggressive program to jointly produce with the high school group, casting from the entire island, there was a tremendous expansion { K of youthful performers and talent into the community. During this past summer the high 4y , school produced "Footloose" and they went off to Scotland with `Big River". An independent group produced "Tony & Tina's Wedding" and we presented "Fame". The w4: demand for talent exceeded anything ever anticipated on the island because of the overlapping Cof the presentations. Yet all efforts came off successfully. The Community Theater blazed a trail resulting in a group of productions that could never have been attempted in 1999. s 1 �-_77. � I c ,•, .}z,.0 t �r � 1 `� �3 z rry N n � +,4,y ,wr.;. i -f r�... 3 '} YM. J?! `�i t f i;kYr w xfn � �' p,y- "� 1 4¢t.,'Ig' � RAM m-`�7Y.!14" . n .k• � ,� ..... .e.4.._. .''�i7 '�_^.�_ • _ _ _ . i � 2 '�i C L k > , ,, ..�. .,� HILTON HEAD COMMUNITY & YOUTH THEATER ' All Th t r 's for all radical Looking ahead it is now apparent that the Dunnagan s ey ea.e i p purposes finished as a theatrical venue. The SFAC, which is the "jewel in the crown" so to speak of our theatrical presentation community, can no longer afford to maintain the facility at a level suffrcient to meet our needs and standards. The situation is such that they cannot afford to offer the theater during July, August, and September due to problems with the air conditioning. Nor can they offer a new long-term lease since they are unsure of their continued possession of the theater. Our proposal to purchase it was rejected. They are hopeful, as the "Bridge to the Beach" TIF project emerges, that a more substantial buyer will emerge and take the property to a higher use. We, on the other hand, can neither i anage our program without a summer venue nor can we rent on an ad hoc basis not knowing what our costs will be nor when and if we will be presenting (see Appendix I). We are now in process of developing a whole new venue that will not only vastly improve upon the old facility (which also serves as a rehearsal venue, scenic workshop and warehouse for the Arts Center), but will also be available to the community on a 52-week basis versus the Dunnagan's Alley Theater's limited availability. We have negotiated a 5/10 year lease for the North Main Street Theater complex (Appendix II). It is a modern facility with plenty of parking and is a true theater building versus a converted factory warehouse. In order to convert this building into a performance theater versus a triplex movie house we, plan to: (1) demolish a dividing wall and combine two of the theaters into a 250 seat unit; (2) build a stage; (3) add the necessary wiring, and infrastructure to support the sound and lighting equipment as well as curtains that we already own; and (4) convert the third theater into dressing rooms, storage, etc. We estimate the cost of the initial conversion to be about $100,000 for demolition, stage construction, and lighting and sound installation. In the future yearn, refinements can be added as the financial picture emerges. We should be able to expand our presentation program to 5 or 6 shows and bring in other groups since our needs will not exceed 20 to 25 weeks. The annual lease costs to us for the first year will be $70,600 plus taxes and insurance versus the SFAC proposal of $4,500/week for each period of residency of 4 to 5 weeks. While it is sad to contemplate the demise of Dunnagan's Alley the financial difficulties facing the SFAC leave them no other choice it would appear. However, the North Main Street theater can emerge as a new and brighter venue built to current codes that can better serve the needs of our growing community. We will be presenting our Fall performance at the Sea pines Montessori School auditorium (Appendix II). 2 HILTON HEAD COMMUNITY & YOUTH THEATER 2. If arts/cultural activity, give specific description of project (attach additional sheets. if needed). Our principal project priority is the youth portion of our presentation program. Typically each show, after rentals, production costs and ticket sales are accumulated, will lose an average of $12M. (See Appendix III fora breakout of our most recent productions, "Big River" and "Fame". See Appendix III for our youth program budget.) Funds Required: $20,000. As a community facility our second priority is a capital project, the development of the North Main Street theater. We believe establishing this theater as an operable stage venue will provide a vital service to the entire local cultural community. See Appendix IV for construction evaluation. Funds Required Demolition/Architect Fees $ 30,000 Stage — Building modifications, 50,000 Infrastructure (lighting & curtain rigging) 20.000 $100,000 3. Impact on or benefit to tourism (if required under the law): Our shows offer an attractive alternative to other Island offerings. Being youth and family oriented we support the tourist population with vacation entertainment and participation, Our casts have featured significant participation by seasonal visitors to the Island. In addition, students in our summer dramatic workshop included Island visitors. We invited hotel concierge staffs and real estate rental staffers to a free preview. We also provided flyers for them at their desks. The preview was well attended and there was repeated demand for the flyers which tells us they find our efforts worthwhile. Promotion of our productions is highly visible to visitors. In addition to major articles in The Packet's A&E section (see attached press clippings Appendix )III) our productions are promoted by numerous ads in the paper, radio commercials, the Chamber of Commerce, and Adelphia TV community billboards. Two of our productions fall in the "shoulder seasons", May and September. This coincides with the Chamber's goal of promoting greater visitor activity in these slower seasons. Our membership in the Chamber of Commerce will assure that our future publicity will be far-reaching beyond Hilton Head. We participate in the Celebration discount program and will be joining in next year's Bravo! Program promoting spring visitation. Our Spring production will be in the theater during Bravo!. We are participating in the Chamber of Commerce Arts & Cultural Council and have been asked to join a new committee to develop youth oriented events for this promotion. This opportunity to advertise our programming to tourists will certainly be an added incentive for families to choose Hilton Head Island as a recreation destination. 3 .. • .: ry?;� C HILTON HEAD COMMUNITY & YOUTH THEATER This year both our dramatic and youth programs have shown steady increases in attendance (Appendix V). In addition approximately 15% of our most current mailing list of credit card users are outside of Beaufort County. 4. Dura?ion of project: 12 months Starting Date: September 2002 Completion: August 2003 - Constriction and conversion of theater Jan 2003 -Apr 2003 5. Permits required (if any Typical building permit. 6. Additional Comments: Community Support (Appendix VII) D. FUNDING 1. Source of Funds: Cost of youth project, see Appendix III, and expenditures to date, see Appendix VI. 2. Have you requested funding from other sources or organizations for this project? We are in jj the process of preparing such requests. Lam, If so, please list sources and amounts: (Potential Sources) Blank Family Foundation — $25,000 Bargain Box — $25,000 Hilton Head Island Foundation — $25,000 To be determined 2. Contributions to the project b t1 he sponsoring organization: $5,000 E. FINANCIAL INFORMATION (ADHERE TO STRICTLY): i 1. A line -item budget of the youth project: See Appendix III ' 2. Most recent fiscal year balance sheet and profit and loss accounting statement: See Appendix VIII Income Statement (2001-2002) See Appendix IX Balance Sheet 4� I F. FINANCIAL GUARANTEES 1. Provide a copy of official minutes wherein the spgnsoring organization approves the project w� and commits the organization to financial respQnsibility for camirtg it out to the state of completion contemplated in the application should funding be approved. . See Appendix X Board Resolution (conflict of interest policy) �r 4 �.f rw•�a'3'x*ie"�`�RF��+ `��"^`'(.rvq,�3^��p � ! Ti C ' ?y4tda +��.v�i�' �fi a.��s HILTON HEAD COMMUNITY & YOUTH THEATER ., Vic--.•. "moi rlrrs r:. � - 2. If application is submitted by an individual provide the guarantee of a financially responsible sponsor: Not applicable. G. PRIOR RECIPIENT'S REPORT (If you received prior ATAX funds): 1. How did you use the funds: The 2000 ATAX funding of $15,000 was applied to match I SFAC $30,000 to restore roof and other improvements. The 2001 ATAX Funding of $20,000 went to provide a new sound system including control board, body microphones and speakers. 2002 provided operational funding to our youth presentations. 2. What impact did this have on the community or benefit tourism? In the context of creating a comfortable and effective theatrical facility to support our community theater, repairs to the theater and upgrades to our presentation capability were critical to promote attendance. H. ADDITIONAL COMMENTS: (Attach additional sheets, if needed) The arts community needs a continuing theatrical venue at affordable and rational pricing. We have consulted with the following groups, all of whom have indicated that our proposal to acquire the North Main Street complex is of definite interest to them. - The Hilton Head Dance Theater - The Sea Hawks Production Booster group - The South Carolina Repertory Theater - Lew Wessel production group (producers of "Tony & Tina's Wedding") The Art Center's financial and management problems have overwhelmed them to the extent that they cannot maintain Dunnagan's Alley. We cannot go forward. Based upon our analysis in developing alternate theater we expect to offer the theater for $2,500 a week. It is a far superior conforming venue with un -to - date lighting and sound, and well below the SFAC demands for the poorly equipped Dunnagan's Alley theater. Since our needs are for 20 to 25 weeks, there will be ample dates for others. We recognize that our request for capital funding is aggressive. However, the community response to f our program is evidence as to how poorly it is currently being served. Other information required for this grant can be found in the following appendices: r See Appendix XI — Copy of IRS letter of determination as 501 c (3) organization. See Appendix XII — Mission Statement and Strategy Paul M. oth, Chairman HHC&YT g 5 i, �.Yn, r'r't�a�✓e�.,��„�A.i� .t _ ..,s. _ �'a'YY?i`Kr`.ii 1 i APPENDIX I HILTON HEAD COMMUNITY & YOUTH THEATER P. O. BOX 5254 HILTON HEAD ISLAND, SC 29938 September 12. 2002 Mr. Richard Feldman Self-Family Arts Center 14 Shelter Cove Lane Hilton Head Island, SC 29928 Dear Mr. Feldman: In reference to your most recent proposal for the rental of Dunnagan's Alley theater beyond August 31, 2002 we must decline. Your proposals are unacceptable to us for the following reasons: I. The weekly cost has escalated from $1,700/week (base rate) to $4,300/week. Last year we averaged, with revenue sharing, about $3,000/week. Your proposal would increase our costs by 50% per week and more since three-week "periods of residency" are no longer adequate. In s spite of your increased demands you offer us less theater available "as is" no "period of residency" over the crucial summer months. 2. You cannot give us a long-term agreement, which makes it impossible for us to lay out a long- term firiancial plan; We would be subject to new negotiation for each period ofresidency with no assurance as to cost or availability. 1 The notion that a volume buyer such as we are must pay the same rates as the occasional user makes no business sense. Our needs and ability to pay are different. Our presence as a tenant is far j I more valuable. ,. :r4 F As such, we have no choice but to move. to the Montessori. School and develop an alternative ! venue. j Sincerely yours, HILTON HEAD COMMUNITY & YOUTH THEATER �. ' • Paul M. Roth, Chairman PMR/bim C O. Abbink T K. Langley, HHCYT L. Cram, HHCYT #.' ¢ ErBruderer T.'Spirer, HHCYT J.-Buchner, HHCYT M. Rogers J, MacLeod, HHCYT . K. Bateson J. Crallayher, HHCYT. - 7 �' ry. iaF'�1' .�{$Tev i f �.^^•^'t""." ,ln iA" r fl'3 t f APPENDIX II HILTON HEAD COMMUNITY & YOUTH THEATER _The Bradshaw Group Ltd wry September 18, 2002 :t Mr. Paul Roth HILTON HEAD COMMUNITY & YOUTH THEATER PO Box 5456 Hilton Head Island, SC 29926 Dear Paul: I am writing this letter to outline the terms under which JCL -I, Inc. will lease the former cinema building (8,485 square feet) to Hilton Head Community & Youth Theater. Lease Terms Five year initial term with one five year option to renew. TERM SQ/FT ANNUAL RENT MONTHLY RENT Year One $8.32 $70,595.20 $5,882.93 Year Two $8.65 $73,395.25 $6,116.27 Year Three $9.00 $76,365.00 $6,363.75 Year Four $9.36 $79,419.60 $6,618.30 Year Five $9.73 $82,559.05 $6,879.92 Five Year Renewal Term TERM S .FT ANNUAL RENT MONTHLY RENT Year One: $10.22 $ 86,716.70 $7,226.39 Year Two $10.73 $ 91,044.05 $7,587.00 Year Three' $11.26 $ 95,541:10 $7,961.75 Year Four $11.83 $100,377.55 $8,364.79 Year Five . $12.42 $105,383.70 $8,781.97 t, The tenant w14 be responsible for payment of the cost of both insurance and property PAY taxes associated with the prgperty on an annual basis during the lease term. + This past year the taxes were $9,623.00 and the.insurance cost was $5,764.00. This is a total of $15,387.00. Post Office Box 8, Hilton Head Island; South Carolina 29938 { 90 Beach City Road, Hilton Head Island,, SouthCarolina 29926 Telephone 843.681.4200 Telefax 843:681.9933 e-mail: bradhhiQaol:com ii4, lr, -F •—^Sar y ?d c F W-1 iSi�.�LK. _ elf ein9wx,�ttJnf'. RUG -06-02 04:52 PM SER PINES MONTESSORI SCH 8437859537 HILTON 1,EAD COMMUNITY & YOUTH THEATER APPENDIX ZI i'ines'TTT`IF"VFTT 11 1 A C. sraONsttadln r86a August 5, 2002 Judy Gallagher Hilton Head Community Theatre Re: Performance of "The Curious savage, October 1 - 27 Dear Judy, This letter will serve as the agreement between the Sea Pines Montessori School and the Hilton Head Community Theater. Sea Pines Montessori School agrees to the use of the Auditorium by the N+l►on Head Community Theater for the purpose of a performance of `The Curious Savage' from October 1 through October 27s. The Hilton Head Community Theater agrees to pay the Sea Pines Montessori School 20% of the gross ticket sales as compensation for the use of the Auditorium. It is agreed that payment will be made at the end of the performances by October 31', with an accounting of the ticket sales. The Agreement includes full use of the available sound and lighting equipment available on site. The following rules apply: . Auditorium reserved for school usage on school days until 3:30 . No food or drinks other than water are permitted in the auditorium (same rule at the theatres or schools) • Only quaHfsed and approved persons are allowed in the audio/visual booth and allowed to use the equipment. Any equipment not working after the group has contracted is assumed to have been broken by that group and must be paid for. HRCT will be held responsible for damRges to any/all equipment. . No painting or scenery construction work to be done on the premises. Scenery to be set in place for performances and removed promptly after the Anal day of the performance. ' 9 Premises to be left cleaner than they found them. SPMS will sweep the room twice per week, on Wednesday and Saturdays. Public restrooms will also be cloned on Wednesday and Saturday. All other cleaning is the responsibility of HRCT, P.02 9 Fo-A Gape Road, Hilton Head island, SC 29928 803/785.2534 iv AUG 06 2002 16:53 8437859537; PAGE.02 APPENDIX II Groups do not have access to the school for the usage fee, however they do have access to the storage room off the stage and the foyer bathrooms. Usage includes all chairs available in the room (200) and the bleachers, if you decide to use them. At the beginning and end of each performance you will need to put the chairs in place and then stack them against the wall at the end of the performance as the auditorium will be used during the school day. Other groups, including the Seventh Day Adventist Church, may be using the school during the time you are here. On Wednesday evenings the church will use�,IMoutsio Room, an Saturday mornings (until noon) they use the Auditorium. They touch sound/lighting equipment or anything behind the main curtain on the stage. (They have used the school for 2 years). If there are any other groups using other areas of the school evenings we will let you know. Agreed to for SP2dS: Agreed to by Hilton Heed Community Theater j s � arc' ya v 1 771 HILTON HEAD COMMUNITY & YOUTH THEATER C. APPENDIX III HILTON HEAD COMMUNITY & YOUTH THEATER Reconciliation of Revenues & Expenses Production of "Big River" February 5, 2002 REVENUES $ 31,515.00 Admissions Pre -Sale Rebates 880.00 Total Revenues $ 30,635.00 EXPENSES Lease Expense (Inc. Overide) $ 13,676.70 Ticket Sales 1,840.67 Production Management 5 000.00 , Choreographer 2,500.00 Lighting Technician 1325.00 , Audio Technician 2,105.00 Royalties & Scripts 2,785.00 Advertising 3;335.69 2,976.67 Printing 225.00 Marquee Costume Prep & Rental 2,294.89 Miscellaneous 1.111.65 ' Total Expenses $ 39.176.27 AIL - t. ! `C NET GAIN(LOSS) t. w C1 `' Vii? i HILTON HEAD COMMUNITY & YOUTH THEATER APPENDIX III (CONT' D) HILTON HEAD COMMUNITY & YOUTH THEATER RECONCILIATION OF REVENUES & EXPENSES Production of "FAME" September 9, 2002 Revenues Admissions Total Revenues $ 27,989.00 $ 27,989.00 Expenses Lease Expense (Inc. Override) $ 11,873.30 Ct. �` Ticket Sales 1,803.03 4,000.00 Production Management 3,000.00 Director 1,853.75 Lighting 4,000.00" Music 2,525.48 Audio 4,560.00 Royalties 2,088.68 {; / / Advertising Printing 2,182.98 225.00 Marquee 313.25 , Miscellaneous Total Expenses $ 38.425.47 .E X110.436 471 '• " Net Gain (Loss) 1 { oT: 1' a a YOUTH PROJECT: FY 2002-2003 BUDGET Estimated Expenses Youth Total Production $ 64,000.00 $104,000.00 Youth Project Summer $34,000.00 Christmas 30.000.00 Total $64,000.00 Community Theater Spring $20,000.00 Fall 20.000.00 Total $40,000.00 Rent 37,500.00 62,500.00 Youth Project Summer $18,750.00 Christmas 18.750.00 Total $37,500.00 Community Theater Spring $12,500.00 Fall 12.500.00 Total $25,000.00 Storage 3,900.00 6,500.00 InsuranceJMisc. -6,000.00 10.000.00 Total Expenses $111.400.00 $183,000,00 Estimato Revenues (Net of Box Office Fees) 1 Youth Project ` $ 80,000.00 S 80.000.00 $125.000.00 Community Theater 45.000.00 1� Total $125,000.00 ax � pfpr� r _ Net Revenues (Loss) — Project Total S(31.400.001 : S( 58.000.00) t. t R �5y S G b f � I. HILTON HEAD COMMUNITY & YOUTH THEATER j} APPENDIX IV HILTON HEAD COMMUNITY & YOUTH THEATER APPENDIX IMTIAL CONSTRUCTION EVALUATION , In order to thoroughly evaluate the conversion potential of the Main Street Theater, we consulted with the following personnel: Rory Taylor - FWA Group: Mr. Taylor is a local architect who designed the Self -Family Art Center and the new high school theater. He inspected the building and reviewed the original plans. David Eichenberger- Tremont Construction: Mr. Eichenberger was the original builder of the Main Street Theater and has revisited the building which was completed in 1987. He is in the process of reviewing the structure to. determine the extent of the job and the various aspects of conversion. He is consulting with Mr. Taylor. While the budget cannot be fifily determined until Mr. Taylor prepares the plans, it is generally felt that the estimate of $100,000 is adequate to g t the building up and running as a theater. Refinements such as dressing room construction and additional toilets in the third theater carr be added / later if they require additional funding: f 1. MIR i - Hilton Head Community S " Youth Theater y. I APPENDIX VI ' � CAPITAL EXPENDITURES TO DATE & SOURCES OF FUNDS EXPENDITURES TO DATE RESTORATION OF D A AMPS ALLEY a BUILDING REPAIRS COMPLETED Item HVAC $ 6,790 Plumbing 5,682 Roof 30,470 Electrical 1,478 Floor 5,356 Labor 9,125 Other'- 1.650 $60,551 'Includes: Ceiling Tiles, Mirrors — Dressing Rooms & Bathrooms, Fixtures, Paint, Paint Supplies, Bathroom Railings, Cleaning Supplies, Window Treatment CE. 4�-- LINE ITEM BUDGET Sources SFAC 30,000, A -TAX 20,000 HHC&YT 10,000 i ADDITIONAL . PROJECTS COMPLETED Sound System $20,000 Replace Curtains 10,000 gT t Repairs to Lighting &Additional Equipment 12.000 $42,000 tM1 ' SOURCES OF ABOVE FUNDS Sour.ies . o� ATAX (200 1) j$20,000 Hilton Head Island Foundation 22.000 542,000 F. i � t xt��';L':i Ytu: .. .. Yi .. .. .wv «•,'F.t�.. ��ai.F � .. ,.'...t v .. .�ip�r ...y�rr=•„n� �.,'. /V/ �� The Longest Running Box Office & Interactive Comedy Group Sales Of All Time! 843-842.5262 September 16, 2002 Mr. Paul Roth SChairman Hilton Head Community & Youth Theatre 85 Fori Walker Drive Hilton Head, SC 29928 K Dear Paul, I was pleased to hear of your efforts to secure a lease on the Main Street Theatre for the purpose of turning it into a viable venue for live theatre. (� `�— As an independent producer of plays I have been frustrated by the lack of venues Available for productions. At this point in time there are only two proscenium theatres on all of Hilton Head Island. A bad enough situation made even worse by the fact that both, as you well know, are controlled by the same entity (the Self Center). Monopolies, I was . taught at an early age, are never good, and certainly, the situation here is no exception The addition of your theatre and the one on the Hilton Head school campus will be a terrific.opportunity for independent producers, actors directors and everyone on the E' island who enjoys theatre. # Best of Luck! Since//rely, t Levi �'I� Pre ;dent I Hilton Head Productions, Inc Y •c xii # ; Lew Wessel;'Presiderit • Hiltonead Productions, c. x 200 Professional Building i. t( Head Island, SC• 29928 ,: t k ;`4 '+ Phone 843 842 52621 Fax 843 686-3416 •Email lewxvz@a" com { i HILTON HEAD COMMUNITY 6 YOUTH THEATER APPENDIX VIII r i HILTON HEAD COMMUNITY & YOUTH THEATER " Income/Budget Statement For the Year Ended March 31, 2002 Jan Mar Apr-Mm Budaet _REVENUES Admissions-Self Family Arts Donations-Private $31,515.00 $87,772.00 $ 60,000.00 ` Donations-Corporate 3,025.00 9,645.00 6,000.00 Advertising Sales -0. 2,150.00 3,500.00 5,000.00 Tuition Income 4,700.00 8,000.00 Grants -0- 3,650.00 3,000.00 Miscellaneous 13,878.10 32,500.33 50,000.00 Total Revenues -0- 150,568,10 - -0- V41,767.33 1.000.00 1133,000.00 OPERATIONAL COSTS Lease Expenses: SFAC Storage Facility $14,149.70 $33,654.00 $ 25,000.00 Teachers (summer wkshp) 1,395.00 -0. 5,220.00 5,100.00 1.850.00 3.000.00 Total Operational Costs15 544 70 0 724.0 $ 33-100.00 PRODUCTION COSTS Contract Resources: Production Management $ 11500.00 $12,750.00 $ 13,000.00 f Artistic Director Music Director -0- 6,600.00 11,000.00 Costume Coordinator -0- 3,000.00 3,000.00 BT p -0. -0. 800.00 4,400-000 2,000.00 2,000.00 Lighting Technician. _0 5. 3,500.00 Audio Technician -0 7.453.28 7,000.00 t { ; Total Contract Resources 1,560.00$39,545.78 41,500. l: e 1 w r v4 1 s Jan Mar Apr -Mar Budit Support Costs: l' Royalties & Scripts $ 3,716.00 $13,510.11 $ 15,000.00 Publicity: Advertising 2,713.39 12,638.64 11,000.00 Printing (incl. Programs) 71.40 6,271.44 4,000.00 All Other -0- 925.00 1,000.00 Set Construction Materials -0- 4,146.90 3,500.00 F: Properties -0- 1,502.11 1,000.00 Costume Prep &Rental 1,026.06 3,925.59 3,500.00 SFAC - Ticket Sales 1.840.67 4.059.48 5.000.00 a Total Support Costs $ 9.367.52 $46.979.27 $ 44.000.00 f.' Total Production Expense $ 10.867.52 $86,525.05 $ 85.500.00 ADMINISTRATION r' Insurance Expense $ -0- $ 1,788.00 $ 500.00 Licenses Expense :. -0- _0 100.00 Membership Dues -0- 107.00 100.00 TeiephonelFax 85.11 337.62 500.00 y` Utilities 36.00 : 125.00 , 150.00 Office Supplies -0- -0- 100.00 Postage 125.00 256.59 400.00 }' Miscellaneous 1.149.60 4.321.82 3.000.00 Total Adm. Expense - $ 1.270.71 $ 6.936.03 $ 4.850.00 { 1 Total Expenses $ 27.682.93 $134.185.08 $`123.450.00 7:582.25 S 9-550.00 NET IbiCOME(LOSS) $ 22.885.17 $ t s 1; z xiv.!2 r A�. i WHEREAS at this meeting it was resolved that the HHC&YT would apply for a Cgrant for assistance in funding the youth program and for building and theatrical improvements in order to be able to offer opportunities to local talent to participate in live theater productions, and; THEREFORE BE IT RESOLVED that an Accommodations Tax Grant be j applied for in the amount of $20,000 for operationsand $50,000 for capital funding in order to expedite the mission of the HHC&YT.. l . T: Kent Langley, Vice irn fp f t Y j .Yf.��41tS��F�rL`.�).-- HILTON HEAD COMMUNITY & YOUTH THEATER C'. HILTON HEAD COMMUNITY & YOUTH THEATER APPENDIX X. STATEMENT OF ECONOMIC INTEREST No member of the Hilton Head Community & Youth Theater Board has any economic interest either directly or indirectly with the proposed lease and renovation of the Main Street Theater i7 i r=7 HILTON HEAD COMMUNITY 6 YOUTH THEATER APPENDIX XI Internal Revenue Service Director, EO Rulings &Agreements Department of the Treasury itil" P.O. Box 2508 Cincinnati, OH 45201 Employer Identification Number: 58-2325670 Date: July 12, 2002 Document Locator Number: 17053-187-71108-2 HILTON HEAD COMMUNITY YOUTH THEATER Toll Free Number: 877-829-5500 PO BOX 5254 FA'X Number: 513-263-3756 HILTON HEAD ISLAND, SC 29938 Acknowledgement of Your Request We received your Form 8734, Support Schedule for Your Advance Ruling, or other information regarding your public support status. When communicating with us, please refer to the employer identification number and document locator number shown above. Your tax exempt status under section 50I(c)(3) of the Internal Revenue Code remains in effect. What Happens Next? The information you submitted was entered into our computer system at our processing center in Covington, Kentucky, and has been sent to our Cincinnati office for initial review. We approve some cases based on this review. If this is the case, you will receive a letter stating that you area publicly supported organization. If the review indicates that additional information or changes are necessary, your case will be assigned to an `1 Exempt Organization Specialist in Cincinnati who will cal l or write you. We assign cases in the order we receive them. I: If the additional information indicates that you meet one ofthe public support tests, you will receive a letter �. stating that you area publicly supported organization. Ifthepublic support tests are not meG we will send you a letter re-classifyin you as a private foundation. That letter will tell you why we believe you do not gY meet the public support tests, and wil I include a complete explanation of your appeal rights. 1i How long will this process take? t f Normally, you may expect to hear from us within 120 days . If you do not, you may call our toll free number between the hours of 8 a.m. and 6:30 p.m, Eastern Time. Please have your identification numbers kr available so that we can identify your case. Ifyou would rather write thin call, please include a copy of this notice with your corraspondence.. n K � 1 xv1Yi �r Notice 3369 (c8), -:(Pm 12/2000) .,�ga�..�. • -v. rrri INTERNAL REVENUE SERVICE DISTRICT DIRECTOR DEPARTMENT OF THE TREASURY I C. BOT 2308 CINCINNATI, OH 45201 APPENDIX %I (CONT'D) CHILTON HEAD COMMUNITY 6 YOUTH THEATER Employer Identification Number: ., Date: M 1 ., 10 58-2323670 THE HILTON HEAD COMMUNITY YOUTH THEATER, INC. C/O ELIZABETH GOODWIN 20 COMPASS POINT HILTON HEAD ISLAND, SC 29938 Dear Applicant: DLM: 318216522 Contact Person: D. A. DONNING Contact Telephone Numbar: (513) 241-5199 Accounting Period Ending: March 31 Foundation Status Classification: 509(a)(2) Advance Ruling Period Begins: June 16, 1997 Advance Ruling Period Ends: March 31, 2002 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). C, 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 not 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 clissi- fy you as a section 309(a)(1) or 509(,)(2) organization as long as you continue to most 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 p.rivat• 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 onour determination that you are not a private foundation unti1;90 dajs 'after.the and of your. advance ruling period. If you send es the required infor"A.io0 within the 90 days, grantors and contributors may ,continue to rely an the advance determination, untilwe make A final'determination of your foundation status. C. If we publish La notice in the Internal Revenue Bulletin stating that.we will no longer treat you as a. publicly supported organt:ation,'grantors and Letter 1005,(DO/C0) xix Hilton Head Community S Youth Theater CTHE HILTON HEAD COMMUNITY YOUTH APPENDIX XI (CONVD) contributors may not re-ly on this determination after the data•w6:;p li`i'h 'fie notice. In addition,_jf you lose your status as a publ'i'cly siipgora'�Q!;or".gani- lation, and a grantor or contributor was responsible for, or wai'au i'of :the act or failure to act, that resulted in your loss of such status, this person may not rely on this determination iron 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 liab'l.e for thr, 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, 3lease 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 weet 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 guidelines 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 Prow 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. Because you will be treated as a public charity for return filing purposes during your entire advance ruling period,' -you should file Form 990 for each year in your advance ruling period• Cthat you exceed the 125,000 filing threshold even if your sources of support do not satisfy the public support test specified in the heading of this letter. Letter 1045 (DO/C0f xx ninon mead Community 6 Youth Theater APPENDIX XI (CONT'!1) CTHE HILTON HEAD COMMUNITY YOUTH If a return is required, it must be filed by the 35ih day Of the fifth month atter 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 the delay. However, the maximum,penalty charged cannot exceed $30,000 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 rrturn, unless there is reasonable cause for the delay. The, maximum penalty for *n 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 Fore 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 ire due. You are also required to - C!'make available a copy.of your exemption applications Any supporting documents, and this exemption letter. Failure to make these documents available 'for public inspection may subject you to a penalty of 120 per day for each day there is a failure t0- Comply (up to A maximum o f s10,000 in the case of an --. annual return). f You need an employer identification number even if you have no employees. If an employer identification number as not entered On y04I applications we . will assign a number to you and advise you of it. Plfasr,usf that number on Revenue J all returns you, file and in al I.corresoondence with the Intfrnai .,Service. !! If we said in the heading of this letter that an addendum applies; the !j addendumenclosedis an -integral part of this letter. f Because his letter could help us. resolve any questions about your exempt { Status and foundation status, you should keep it in your permanent records. -uf have sent a copy (ff this. better to your representative as indicated '. in your power of attorney. �N �! _ x � s xxi Letter 1045 IDO/CO) �.^'='t('ia ?...t 34..iiLw ncda 1.0mmunicy 6 Youth Theater APPENDIX %I (CONVD) THE HILTON HEAD COMMUNITY YOUTH i -.,•�.�...--sur Ii you have any .Questions, please contact the person whose name and telephone number are shown in the heading of this letter. Sincerely yours, District Director EncIosure(s)z Addendum Form 872-C r. 3� .A y Y: I, Letter (OOS.(Do/CO) xxit t J - Hilton Head Community & Youth Theater APPENDIX XI (CONT'D) Ic .THE HILTON HEAD COMMUNITY YOUTH Guidelines under which private foundations may rely an this determination, for gifts, grants, and contributions made after March 13, 1989, DiQe 84iberalized and published in Rev. i Proc. 89-23, Cumulative Bulletin 1989-1, i I: � Y. n1V If 4 i . xxiii tetter 1005 (00/c0)' ...S&M -zj M _ - uiLiU0 nt" LUrnfU,vLi1 n IVUin inEXILK AeVENDIX Xl (CUNT-D) 872-C Consent Fixing Period of Limitation Upon am Ma. 1646-"66„wro11eel' Assessment of Tax Under Section 4940 of the TO beLMdwllhForm a,a„T enlnall.uwy Internal Revenue Code 1o=o.Submit in 'N MII InVa aaNW lnaWglone. 401oate. Under aacdon d,701td)t4) dr the Intsmal Revenue Cade, and aspen of a request Alad with Form 1023 that the agantzatlon rtamd below ba Veeted s a publicly ufpportad Qq-Judon under aeatfoh 170(bX1YAXv1) or aectlon We= dudng as advance ruUng pedod, he..Nxlsna..8etnd. Cotacuaeity..Youth.Theatez,..Inc,... a,wdtotruoror R"W NeYerq NMlanttugnu MarnN ery1n41ne /aewwmq 4darrlal Ravenw, or end the Aaalatafli C4f drtlaabnaf Sr.WAPloyee Pima and ww"er,.114.1,suraurn. W—S 21►.i99.2(3............. Eaamptofyankayony Consent end agree Wal the period for a...W'q las (emposed under ssoGon 4910 of the Code) for any of the S tax years In the advance A&V period; r Will "Mend a years, a monWa, and 13 days beyond the and of Inc Ant tax yarn. However, if a Folk* of dahlancy in I” for any of Wes” years Is sent 10 the organization before We period arplres, We lime for m KV an assessment Will be further Mended by the number of day" tha useument is prohlbitod, plus 60 days, Finding date atWtax year W enae.I rye MI r wl C s c If of organization to a. `` •� j :er or Irvstee having lei. y eve APPENDIX XII HILTON HEAD COMMUNITY & YOUTH THEATER MISSION STATEMENT n� AND STRATEGY GOALS AhTD ACHIEVEMENTS 1 t APPENDIX XII (CONT -D) MISSION ^;i'(' HILTON HEAD COMMUNITY 6 YOUTH THEATER APPENDIX XII (CONT'D) OPERATING OBJECTIVES TO SELECT A PROGRAM WITH BUILT IN AUDIENCE RECOGNITION AND FAMILY APPEAL IN ORDER TO MAXIMIZE ATTENDANCE. BUDGET IS SET AT ABOUT $145,500 - ABOUT 70% , THE 2002-3 FUNDED BY TICKET SALES AND PROGRAM PATRONAGE. THE BALANCE MUST COME FROM FOUNDATION, CORPORATE, STATE, . AND TOWN GRANTS AND INDIVIDUAL CONTRIBUTIONS. C' NOT EXCEED AVAILABLE FUNDS AND BREAK EXPENDITURES SHOULD DOWN. AS FOLLOWS; $104M PRODUCTION FOR 4 SHOWS, $30M FOR THEATER AND STORAGE RENTALS AND TEACHERS PAY AND $8M FOR MOSTLY INSURANCE AND OFFICE. OUR POLICY IS TO MINIMIZE f�s-1ORAD OF BOARD MEMBER VOLUNTEERS AND BY THF ?TSE SPENDING ON PRODUCTION VALUES. t r CONCENTRATE MEMBER RECEIVES ANY C01�4pENSATION. THIS NO BOARD t�. ! SEASON THE BOARD CONTRIBUTED $5M. THERE IS NO PAID STAFF. ONLY PERFORMANCE PROFESSIONALS ARE PAID; DIRECTORS MUSICIANS AND TECHNICIANS. ALL ARE LOCAL. ~ 4 . xxviii' r 3 me. n*-mr^�` � . q I�i yp�q�,,,.� t • rR j1 y ,.� '.P1'd.4'" ,yup .._.t� �i `� - i HILTON HEAD COMMUNITY & YOUTH THEATER APPENDIX %II (CONVD) CAPITAL SPENDING IN ORDER TO RAISE THE PRESENTATION QUALITY OF OUR PRODUCTIONS AND AUDIENCE ENVIRONMENT WE ESTABLISHED A LONG TERM GOAL OF $150M STARTING IN JANUARY, 2000 FOR IMPROVEMENTS TO DUNNAGANS ALLEY. ENVIRONMENT IMPROVEMENTS......... ROOF, PLUMBING, ELECTRICAL, PAINT, FLOORING, HVAC, AND CEILINGS. PRESENTATION IMPROVEMENTS MINI DISC SYSTEM (SOUND TRACK............ SOUNDSYSTEM ........................................ (SOUND BOARD & 8 BODY MIKES) LIGHTING UPGRADES ................................ CURTAINS................................................. EXTERIOR APPEARANCE ..,.........$60,000 DONE ,.............. 2,000 DONE .............18,000 DONE ............. 13,000 DONE .......... 9,000 DONE PAINT & TRIM.........................................................35,000 CANCLD HVAC......................................................................15,000 CANCLD AS OF SEPT 2002 A NEW CAPITAL GOAL GOING FORWARD OF $100,000 TO ESTABLISH A NEW THEATRICAL VENUE FOR THE COMMUNITY. THIS WILL BE A LONG TERM LEASE FOR THE NORTH MAIN STREET THEATER COMPLEX. THESE FUNDS WILL BE USED TO CONVERT THE STRUCTURE INTO A STAGE PRESENTATION FACILITY BY COMBINING TWO OF THE THEATERS INTO A SINGLE 300 SEAT AUDITORIUM,. BUILDING A STAGE, RIGGING FOR LIGHTING'AND OTHER BUILDING MODIFICATIONS. e xxix HILTON HEAD COMMUNITY & YOUTH THEATER APPENDIX XII (CONT'D) ASC-IIEVEMENTS 2000 NOV. 1999 - INITIATED, NEGOTIATED AND SIGNED 3 YEAR LEASE FOR DUNNAGANS ALLEY. JAN. 2000 -REORGANIZED TO A FULLY VOLUNTARY STAFF. ORGANIZE., "LAUGHTER � PRODUCED O THE COMPLETED FLOOR!'APR- 0 PR 0 SEASON. ■ `BIG' JULY ■ '.ARSENIC & OLD LACE" OCT. ■ 'JOSEPH AND THE AMAZING TECHNICOLOR DREAM COAT' DEC. OPENING DEC. 1 ,'JOSEPH AND THE AMAZING DREAM WAS A CO -PRODUCTION WITH THE TECHNICOLOR DRE THEATER GROUP FINANCED HILTON HEAD HIGH SCHOOL SEAHAWKS BY THE HHC&YT. ALMOST 4,000 TICKETS SOLD FOR THE SEASON, 60% r. FOR THE YOUTH PROJECT. MAY,00 - COMPLETED ENVIRONMENTAL IMPROVEMENTS $60M, ($30M, SFAC; $10M, BLANK FAM. FOUND; $20M, ATAX.) JUNE -JULY 00 - ACQUIRED PRESENTATION IMPROVEMENTS SOUND TRACK MINI DISC SYSTEM . r SOUND BOARD BODY MIKE SYSTEM, TOTAL $18M($6M FROM FROM WORKING CAPITAL, $12M B OF A LOAN) j OCT -DEC 00- RAISED FUNDING FOR CAPITAL BUDGET PRESENTATION IMPROVEMENTS; $22M HILTON HEAD FOUND., $20 ATAX, $18M BLANK. SEASON OPERATIONS; FUNDING TO DATE AS FOLLOW $77M (30% GAIN) 1� TICKET SALES, 4 SHOWS (DIET OF FEES) .. ....... 4M ADVERTISING 25M Lpy, BLANK FAM. FOUND 6M BOARD OF DIRECTORS §� .......$122M TOTAL.......: ................... ........ XXX I� i .. y ,,,WA,- . A, tr �i`ik_t,: HILTON HEAD COMMUNITY & YOUTH THEATER CAPPENDIX XII (CO.`TT`D) •,r� SHORT TERM GOALS a 2001 (achievements) 1. INITIATE A FUND RAISING CAMPAIGN WHICH SHOULD INCLUDE: ■ AT LEAST ONE BROAD BASED MAIL SOLICITATION (done) ■ A CORPORATE SPONSORSHIP PROGRAM (light ad support) 2. RFVISE THE BY-LAWS TO REFLECT OUR CURRENT OPERATIONAL MODE. (done) 3. TO REVIEW OUR CURRENT PUBLIC RELATIONS AND MARKETING PROGRAM; ■ SET LINE ITEM PRIORITIES FOR FUNDING. (some progress) ■ EVALUATE THE MOST PRODUCTIVE TACTICS FOR BUILDING AUDIENCES (build word of mouth by early audience development) 4. TO REVIEW AND ADJUST OUR CORPORATE INSURANCE PROGRAM; ■ TO PROVIDE D&O IF POSSIBLE ( not possible) N TO ADD FIRE AND THEFT TO GENERAL LIABILITY (done) i 5. IMPLEMENT THEATRICAL PRESENTATION IMPROVEMENTS. PURCHASE LIGHTING, SOUND AND CURTAINS. (done) r. 6. REVIEW SFAC CONTRACT TERMS, NEGOTIATE NEW LONGER LEASE. ■ SUITABILITY OF CURRENT PLAY SCHEDULE (needs revision) ■. BETTER ARRANGEMENT POSSIBILITIES (to be negotiated) ■ INCREASE THE NUMBER OF PERFORMANCES (possible subject to interest) a h, 7. EXPAND THE YOUTH OUTREACH PROGAM— }Ir ,■ EXPAND TO AN ALL ISLAND CAST (done) ■ IMPROVE THE SUMMER YOUTH ACTORS WORKSHOP, WITH STONGER INSTUCTORS AND PROGRAM (done) ■ IMPROVE ATTENDANCE (done) . _ XXX i �.—.•----,---�.1 Yr- � �7 ` tiv I �( +� }� i R y F � � s 5�'Y4� e-� d;i r k z �f %rt �) i t k -" . �. 4 . 'Y}„, � t 4�,{ `a; `tz tr*•1 �s ��. , h'z '•�,. ;Sp^ �,' ,��u'x7' o sl- y.,,.. t t, �� _ 'F��t` ° ,:�' #i5�r� �y�,� .3 '•1"' _ ° f� 'T *�r��i�tis'a ,=,iy,! h' F 1Y. - v 3 HILTON HEAD COMMUNITY & YOUTH THEATER APPENDIX XII (CONT'D) SHORT TERM GOALS 2002 (ACHIEVEMENTS) RENEGOTIATE SFAC CONRACT (NOT POSSIBLE) OR FIND ALTERNATE VENUE (IN DEVELOPMENT). OBTAIN RETURN OF CERTAIN BOX OFFICE OVERCHARGES (DONE) OBTAIN RELIEF FROM SFAC SURCHARGES TO OUR PATRONS (SFAC REFUSES). EXTEND PERIODS OF RESIDENCY TO 4 WEEKS (NOT POSSIBLE DUE TO EXCESSIVE SFAC RENT REQUIREMENTS). GO FOR A THIRD COMMUNITY THEATER PRODUCTION (SAME AS ABOVE). PREPARE ANNUAL GRANT APPLICATIONS (DONE) BLANK, A-TA`i, BARGAIN BOX EXPLORE ADDITIONAL CORPORATE AND EVENT FUND RAISING (SOLD SEVERAL OPENING NIGHT SPONSORED EVENTS). SEEK NEW VOLUNTEER TALENT AT BOARD AND OPERATING LEVELS <° (' (SOME PROGRESS, NEEDS MORE). MORE EFFORT). `- DEVELOP STRATEGIES FOR FUND RSISNG (NEEDS BROADEN YOUTH OUTREACH BOYS AND GIRLS CLUB (INITIAL EFFORTS SUCH AS FREE TICKETS AND TRANSPORT NO GO. NEEDS NEW APPROACH). SCHOOLS WITHOUT PERFORMANCE PROGRAMS ( ISLAND WIDE CASTING SUCCESSFUL) EXPAND SEAHAWK COLLABORATION (BIG RIVER OUTSTANDING SUCCESS, ADDED COLLABORATION WITH DANCE THEATER ON FAME .1 WITH EQUALLY GREAT RESULTS). �! BALANCED SPENDING WITH INCOME FOR THE THIRD CONSECUTIVE YEAR, REMAINING DEBT FREE. l K 1• xxxii I 4 0 r t � '' . • X "t' - 4' ✓ i1'tF"i� - www.islandpacket.com TiC�,.w Packet. r6day. July 5.2002 In I C 0 z terwmelnt 01 Young people add flash to production of 'Fame The Musical' B AUN O. SIMON for choreographing many of the dances in wanting to express themselves and finding or. as English teacher Miss Sherman a BY Packet (Candace Evanorski) says in the play "A kid 2,� lht?- Island - the show. themselves forced to follow the school's may be talented. bill that talent does not The audience rose 10 its feet. cheering. The stage production of "Fame." set in requirements. . guarantee success. An education is just as Whistling and chanting approval for the 40- New York City',s legendary High School for Peer pressure, romarum drugs, trust and plus member cast as last weeks opening Performing Arts, is based on the 1980 personal (laws and confidence are some or important as thd art night's performance of "Fame The Musical" Academy Award-winning movie and (elevi- the issues the teens rind themselves strug- Susan Greene, a visitor to Hilton Head from Columbia. said she has seen the the- -3 came to in end. sion series. gling with. ater production of "Fame" six times The show was a collaboration between Milton Ilead Community and Youth Theater"Each time is a unique experience.- site and the Hilton Head Dance Theatre. and important thing here is showcasing young said. "I truly enjoyed this show. It shows that M, 'The porta judging front the standing ovation. a suc- there are a lot of talented kids hereon Ilifton t'31 cessful one peoples talents.The wealth of talent... Head Island.- The important thing here is showcasing While the show got off to a slow start with young people's talents." said Megan made such a venture possible.' the occasional opening night jitters. the mishaps did not take away from the overall X McCombs. director of the production. erforniance. 'The wealth of talent between the student Megan McCombs, p � Fame The Musical- runs through July 20 actors and dancers made such a venture production director at [Ile DUnnagan Alley Theatre, Showtimes� possible." are at 8 p.m. Tuesdays through Saturdays. Showcasing theatrical skill is exactly what with a 2 p.m. matince ju4 14: Tickets areH (lie production did. including two young The Not only does the musical entertain. but $17 for adults and S 10 for students.Pa actors who stood out even in a large. very two-hour stage production began talented cast with the cast singing, one by one. "I Pray I also it teaches a lesson about the importance For tickets. call 842-2787. 04 .Nlipearing to he sliv a Make PA..- as the hopeful students prepare of education: hard work, perseverance- and Contact Mashaun D. Sininn at 706.8137 of"H' and timid. 13 -year. old livie Szen's (cast , e importance of staying drug-free. rnsimoriffislandpackel.coin. i as a male student) to open their acceptance letters. Those who th strong soprann wowed the audience is he find out they have been accepted sing and sang solos and duelsdance in jubilation. Sixteen -year-old Jamal Edwards* dance The musical follows thegroup ol'siar-struck style and ability was impressive. And pupils through their four years at the school. �t 3 E; 2.) 11 0 2- 5 Edwards was not only a metuber or the The students. (three actors. four dancers I o. q iT V show's chorus. but also he was responsible and a couple ar musicians). struggle will, 0 2. W M 5.6 3 �L > IX 1- 0 0 E, FL 00 0 Z 0 X OI�O o3 -oig o 0 o 3 a EL 3 m C A a oa 4 9 xF V I .r.r— + (Schlomo), Chris Fairbanks (Tyrone), Richard HILTON HFQp'COMUUNNITY & YOUTH THEATER APPENDIX %III (CONT'D) 1L•••GSL 11�.. Continued from Page 2 o z-°' S a H a a- c Ram N The show follows a group of students who i w5. A ? g A ? z F Evanofski (Miss Sherman) and Christina' are either singers, dancers or actors. While �.' they become stars, their non-performing arts ; 'Z Fr $ ° g m o o ' o $ E = g (-T y teachers C •p .d. 'O 3 O Bucci (Miss Bell). And white the movie was rated R, McCombs said this is suitable fm, 1 J ' want them to understand a good education will probablyrake them further o > 3 d g " on ? _ O ! t Y !{ production audiences of all ages. [ �"f► than their talents. "it between o $ 3 ' 3 a 3 shows the clash (the students) wanting to get out there in show business „ a m e H �_ A �• ; ` " d m t� m •o > and their teachers, who want to prepare' them for the real world," McCombs said. With music by Stephen Margoshes and a vn' 3' ;Vn_ 3 R c o 3 a VQ n' R r' s+ r^ '� H 0 � showcase some of the younger local talent, m La lyrics by Jacques Levy, McCombs said this show is an ensemble piece. The show's cast d iA N A V includes 35 actors who range in age fromd I thought this was the p, rfect vehicle to > c 3 3' n d y 3 59 0 �' > (J% B to over 50. 25.C— - Ir 5 9 ; Fr �• This was the perfect 0 > w n Q !gi �• n a z d a o i vehicle to highlight kids d o a d^ who halve amazing o talents• ... These kids i : x' 33Q have worked so hard. £w $ a $LQ 7 = m Megan McCombs K S aa a 3 3 s w A 3 (0 Contact Erin Becker at M6.8125 or j "It's a very high-energy show" McCombs said. 'There are a lot of dance numbers in itj , and a lot of singing in it." m 5;0_'c% In fik(m four choreographers are working �t a t on the fdncy•footwork routines, including i w m. $ John Carlyle, Kathleen Watkins, Sanny p 3? : z '• i= V Warrko and Jamal Edward,. - N •y� a "M9 have four different choreographers because we have a variety of dances," 'a 9 'q "' • ' McCombs 'We have ballet R' ' said. sequences ... big jazz numbers ... and a tap -rap -stomp.' Some of the lead characters include a ' Amber Crago (Carmen), Evan Wall + (Schlomo), Chris Fairbanks (Tyrone), Richard Wall (Nick), Ellie Friedman (Serena), Candace N _ Evanofski (Miss Sherman) and Christina' c 7 3 4; �� Bucci (Miss Bell). And white the movie was rated R, McCombs said this is suitable fm, fi • m 9 i ! t Y !{ production audiences of all ages. [ W ; When it came to picking a summer show. t� C 543' McCombs said she wanted one that would r' s+ showcase some of the younger local talent, m c$ 1j w; I thought this was the p, rfect vehicle to 74 Sil ' highlight kids who have amazing talents," Pr i she said These kids have wor ed so hard. Their eagerness and excitement about this t cy 4 i production has really been fantastic." m K S }' Contact Erin Becker at M6.8125 or j ebech"islandpdcket.com. i xxxiv ?''S'G'tf�. t.Y', ;, Pl •y� a T E J t �(.. till n J r `M'`7rp"t k leµ iG ., r,. f/�_.fF-t,.•!.u;i�I�Sw�.tb��p�. � i. .rt ��riii?I 2 The Island Packet, Friday, April 12. 2002 16&Enktahiment Carried away by Cole Porter Comedic musical `High Society' includes classic tunes Actors of all ages and back- ground will take the stage for 'High Society; By Erin Becker Including: front The island Packet row from left, Colleen Langley, Kathy Collins Puff and A prim socialite. Tracy Lord (Kate Snyder), ends up in a heatergoers are in for a musical treat when the HiltonHmlly r McKenzie bind when her ex-husband. Dexter Haven (Brian Absher), Head Community & Youth Theater presents Cole x• Anderson; back X Porter's comedic musical "High Society" Tuesday ''�"� row from left, < through April 28 at Dunnagan's Alley Theatre. Ross Langley, Based on the 1956 movie by tlrte,sarpC,title, the musical is Undsay Brown, ro a remake of tine 1940 film "The Philadelphia Story," which Jllllan Ruegamer, �+ starred Katharine Hepburn. Cary Grant and Jimmy Stewart. Colleen Langley, Kathy Collins A prim socialite. Tracy Lord (Kate Snyder), ends up in a Joyce, Judy N bind when her ex-husband. Dexter Haven (Brian Absher), Gallagher, Hal N shows up before her wedding to a stuffy George Kittredge. a and Adding to the comedic confusion is Mike Connor (Craig A Jasoonn Ridgway" Zc Poff), a reporter for a tabloid -style magazine, who's arrived 1orot7ian geUthe Island Packet y with his colleague. Lir. Imbrie (Debbie Martin), to cover for Tracy's wedding. The reporters also are good old-fashioned musical' Ifyou go o preparations planning to get the scoop on her father's alleged affair. Tracy calls off tine wedding. Set to a score by Cole Porter• the show includes a number b of memorable tunes such as "High Society," "Ridin' High; Hi ten Head Cormttstlbr & Youth Theater presents Cole Alter some self-examination. Dexter comes to Tracy's rescue and proposes they tie the 'I Love Paris," "Let's Misbehave." 'True Love: "You're "High Society," a musical0 a featuring fs music Porter, Tuesday thf010 �ltn�rl Alley knot again. Sensational" and "It's All Right With Me." Shows are at 8 p.m. with 2 p.m. matinees April 21 and 28. It's hinny. it's light: there's no heavy message." said the (see "M SWLIY, Page 14) Tickets are $17 for adults: $10 for students. Call 842-2787. show's director. Yolanda Puff. It's just good fun.... It's a ' ! Ili { b yA � �' a v .rTi'�r lti �r�•rti5,4 ��t, _ -. - ------------.4 0 High Society -- (Continued ffom Page 2) Hal Barrial, who's aped in several The show's musical director. Louise community theater productions, plays Seth Causey-Lewis, said this show is unlike any Lord. Margaret's husband. 'He did a very • other Porter musical. "It's a broad cross sec- nasty thing." Barrial said of his character tion of Porter's output," she said. It wasn't "He had an affair and he's trying to make it all written together.' up to his wife and his daughter." The local cast features both community And in the end. Seth succeeds in winning theater 'regulars" and some new actors as Margaret back. well. "We have some incredible voices." "It's a fun story: Barrial said. 'Everybody '�. Yolanda Poll said. ends up liking each other at the end. It's a z ?.i Starring as Tracy Is 22 -year-old soprano 'Hollywood' ending. Kate Snyder. "It's a great role because there's 'Any time you do Cole Porter, you're going a big change in Tracy from the beginning to to have a quality show," Barrial said. • the end." Snyder said of her character. "The Playing Tracy's younger sister, Dinah. is • story is really great. It's really about a hard- Yolanda Pofrs daughter, Emily At 10, Emily headed girl who learns to forgive." already has appeared In several of the theater - A classically trained singer. Snyder said company's productions, including 'Miracle ' her biggest challenge for this role comes in on 34th Street" and "The Secret Garden.* the second act. And Pofrs husband, Craig, plays Mike. one Based on tie play "The Philadelphia Story" by Philip Barry "The whole second act, she's drunk," Snyder said. "So that's challenging. It's hard of the reporters who shows up for the wed ding. While trying to get the scoop on the Music and Lyrics by Cole Porter . Additional Lyrics by Susan Birkenhead x maintaining it through the whole act." Making his acting.and community theater Lord family. Mike falls for Tracy. Craig said he enjoys his character, which Book by Arthur Kopit debut is Brian Absher, who stars as Dexter, a Jimmy Stewart played in "The Philadelphia role Cary Grant played in "The Philadelphia Story" and Frank Sinatra played in "High Story' and Bing Crosby played in the film Society" "High Society." 'I'm playing a romantic part, finally," he "He's rich, and then he gets the girl in the said. -It's a nice change of pace." 61 r end of course," Absher said of his character. But more importantly. Craig said he also "He's a good guy. In the story, he kind of enjoys working with his wife and daughter screws things up, but he gets it back together- This marks the second production the trio Absher, who has a background in music, has worked on together. The first was said performing in a musical theater produc- "Miracle on 34th Street.% # tion is something he's aiways'wanted to do. It's fun," he said. "It's just like an extey S -It's just been a lot of fun," he said. "There cion of being at home." k are a lot ofLdentfdpeople Involved*Iththis Debbie Martin, who performed in the liroduction."' company's production of "Run for Your ¢ Judy Gallagher plays Tracy's mother. Wife." plays Liz, Mike's colleague. who is Margaret Lard. This marks Gallagher's first secretly in love in him. _ performance with the theater company after ` "I think (Liz) has gat a little bit of spunk to a tv.o-year hiatus. her.' Martin said. "She's kind of complex "It's a totally different character than I've and she's not afraid to speak her mind. ever played." Gallagher said. "I'm holtytoity, Erin Becker can he reached at 706.8125 or at 3 which I never get to do.' ef>ecker®islnndlrncketcorn. s HILTON HEAD COMMUNITY 6 YOUTH THEATER APPENDIX XIII (CONT'D) c. (y r .. ,. -: A HILTON HEAD COMMUNITY 6 YOUTH THEATER APPENDIX XIII (CONT'D) eun hfa In Pahnnrship with the Self Family Arts Center prnsenl Seahawk Stage Productions' A I 61 The Adventures of Huckleberry Finn n Mu•iCd Play eq PMrha.r M1Y1T_Y• Wr•Y —C � /� � ! 4 . the Island Packet. Fod;TMemUer I A. 211 5, N Cast buoys `Big Rver' with lively performances A delightful evening of nostalgic spots. the actors have a bit of sic part of his character. He brought down his of bles and burps through his solo'Guv'ment' Young Elsbeth Friedman also delivers a pmv- Fy Americana is drifting down the 'Big River' trouble keeping up with it. the house with rapid -rim performance at Durmagan-s Alley Theatre Directed by the .. Heartug the dramatic, -Hand for the Hog.- delivering the song with erful solo.'You Oughta Ise I lore with Me: in talented team of Michael Pilgreen and Larry soulful singing of. Marwin punch and wit that would have seasoned her role as Mary Jane.Wilkds. 14 Mercer. the Tony award-winning musical by Klinaln his roldM Big JIto • professionals green with envy, Friedman, Kline and List join inrces for C Roger Miller is a resounding suttess worth the price of admission . Richard Wall also deserves kudos for his dramatic and well-balanced triu. "Leavins y 'Big River.- a collaborative production by. in itself. Kline displays LJOUISE great performance of -Arkansas.' His unin• g Pe - - Not the Only IVa to Go' Friedman and Fast y y x The Hilton Head Community & Youth power and emotion not CAusEV hibited, foot -stomping, hillbilly rendition are easily able to match and blend with x Theater and Seahawh Productions, is based evident in ' his previous - LEWISNIIS almost stops the show. - Kline's richer. more mature voice oil Mark ?Wain'sfamiliar tale ofHuckleberry Playhouse appearance's. His Huck and Bi i nae acquire a curious couple gJ• 9 P There were a few technical Itches. but r7 ' Fmti and his adYenturediloating down the g is 9k afupAN t.ds 0 - of travel companions during their down• n that isn't unexpected in the opening run of a Pd Mississippi with runaway slave Bill songs, are memorable. The composer. gave some of his best songs to Big Jim, and Kline river adventures. Chris Stan room as Nin g g community theater production. y p . 'Bi Michael East ably. fills the shoes of the delivers them all with tuneful conviction — and Ryan Trostle as Duke area Ir of All in all, g River- is a treat that should - wayward Nuck. His pleasant singing voice, -River in the Rain,' `Muddy Water'. and shysters who bum a ride on the raft and not art's missed. It can be seen at Durring agile body and attractive Tom Cruise looks . 'Free at �- set new: standards of,ta4el• �n take over the trip's agenda. Their hilar- Alley through Dec 22. with evening perfory y t pe � all contributeact.a. memoptble charactedta- knee for a community, production lads, blundering attempts to make a fast. mantes Tuesday through Saturday. For lick. Self Family Arts tion of the voting rascal. Fast meets the for- Adam Metropolis as Thin Sawyer. Huck's easy buck are almost the undoing of Huck et .information, Cali the F1 midabie role ' with assurance and confi• - sidekick, steals every scene in which. he and Big jim. Center at 842.2787. M µ tk•nce. (tuck mlks either in rhar.�cterar in an .. . appears Metropolis has an uncanny sense of Although Owens Warren seemed a little Island Packet miewer Louise Cause), Lewis W oapinnmury role, jhmmiGhout the play. � r dramatic timing and an, appreciation and young in appamnce to be Huck's I5p`he ' Is director of.. music of Providence. Theplay runs at a frenetic pace. and in understanding of the humor that is an intrin- plays a hilariously funny drunk as he scum. Presbyterian Church. N v d f 3 ,'S?I•ti.�l�r.`}J��i�..'Wd2Gx. .. - � .. .K `iM. �tk� 1, �.. , .' ,. ter... „g,.., , V,rjl--fr,.. b Ilia Island Packet, lWay. SeptenNe, 28. 2001 - healthy dose of laughter X X k W W WAslardpacket.corn Lb ` teru enc Lively farce provides - healthy dose of laughter If you d like a little laughter—i brief escape - lazy. deadbeat upstairs Al, _ front the grunt+ess of recent events. thenS a tae ighlnr at Marys flat Who _ rtcatyOurselftothe show atthe Dunnagan's .+1 l a11: drops in and not of the Alley Theatre '.: h house with regular hilarity. 'i'he Ililum Ihs+tl Community antiYouth theater is presenting one of the funniestL' .a . Gardner is the perfect straigtu man for Chinn's DUISE m cnnnedies to collie along in recent years. mugging.:: CAUSEY '9b ll for Your Wife'" Theater regular Stephanie , The plot is simple. yet convoluted, and the. LEWIS Levine prances in and out of = { - dialoguP is snappy and well -delivered 'flu: Barbara's flat as Hobo, strong directing (land of Megan McCombs is Franklin. the natty new upstairs neighbor evident throughout the play The two 'detectives. one for each resi• Astellar cast. led by the talunted.l T Chinn dunce's precinct, are portrayed well by Chris in the starring role of John Smith, keeps the Soucy and Don Emery Inevitably. they cross action moving Smith +s a London taxi driver .jurisdictional lines. adding to the mounting whosr variable schedule allows Into In have confusion of the, plot based on Smith's lies no./ow tai -cast nwo vivvs I le adheres to ----'--- -' - - and subterfuge A stellar makes the most of the convoluted plot and snappy dialogue a rigid bw s;visLu'tnry ns the anion accelerates P, 'aki driver for Your Wife: The play runs through Saturday at the Dunoagan's Alley The schedule- mull ihemgltt toward ilia inevitable con- ontie heis involved to a ruin" jug8.c;s two wives frontation between the gn+g and doesn't go home two wives, as Smiths hes ,f I,, either wife and a web or lies in escalate to the point - A cleverversatile set Ir where they begin m coir• Your allows the audience in Run for Wife. ple around him. the slap. wa•w butte-n•sule'no, ---- _ - - .. py. tricky ending -comes _-- --- simultaneously, and [lie asa surprise. I'll leave that play upeas with each wife frantically calling fur you to discover. the police station to inquire about her toss- `Run for Your Wife" is highly recommend• ing husband. Frin limerick plays Mary Pd The. Dunnagan Alley nm is all too short. Snhith, wife No I. with appropriate suect. ending Saturday. - ness. innocence and naivete BarbaraSmith.. Rir reservations and ticket information:. wife No. 2. is played by Debbie Martin I ler call. the Self Family Arts Center at 842.2787..- characteristheantithesis of Mary sexy island Pucker reviews Louise Causey 1XIVis sophisticated and humorous is director of music.- at Providence - Anthonw. Chase is. Stanley Gardner. tlur , Preshyterian Church. - x ro mz C H Tun P.N�� Y4 In 'Run atre. N H 0 d (i+ 'F `w Al, a 1 _ - 1 TOWN OF HILTON HEAD ISLAND ' One Town Center Court, Hilton Head Island, S.C. 29928 (843) 341-4600 Fax (843) 842-7728 http://www.ci.hilton-head-island.sc.us Thomas D. PeeplesOctober 9, 2002 Mayor Jm a K. Carlin Ms. Marie Ellis Mayor PmTem Lowcountry Tourism Commission & Lowcountry Visitors Center & Museum 99 Elm Street council MembeaEast Hampton, SC 29924 Willie (sari) F.rguXE.promotion of Hilton Head Island & The Lowcountry Kenneth S. Heitzke W. J. (8111) Mosel - John saray Dear Ms. Ellis George W. W;iliama,Jr. jThank you for your application for Accommodafions Tax funds. You are scheduled to appear before Stephen G. Riley the Accommodations Tax Advisory Committee in Town Hal J. Council Chambers (One Town Manager Town Center Court) on Tuesriay, botcher 17, 2002 at 3:00 P.M. t You are requested to be present at least 15n mutes befoe your presentation and are expected to spend 30 to 60 minutes at. the hearing. Please be prd to discuss your organization's long- range goals and the role ihitt bed tax funds well play in the future. Please note that the Accommodation Tax Overslght,Corrnittee and the Department of Revenue C' have determined that all applicants for Bed Tax Bolles must $how' a tourism impact from their event. program or y Impart will be measured by the percent of tounststhat are participating in each applicant's program. This percent will bd 1he basis; for }vhat percent of the total''cgst that can be approved by the ATAX Committee. A tourist is defined as a visitor coming to Hilton Head Island (not on business) from more than fifty miles away. Also, please find attached a copy of 2002 ATAX Applicants If you have a financial relationship With another applicant on the list, please be prepared to disclose the nature and extent relationship. of your I: Very i truly yours, I ; David Warren, Chairman Accommodations f Tax Advisory Committee dx 'r CC: Steve Riley, AfCP Accommodations Tax Committee + DW/hb t. :t t f v 4 t 7 i -.��rz... Kris �. ``. ��.,- r�evaio, r 4„ J xi.t ACCOMMODATIONS TAX ADVISORY COMMITTEE TOWN OF HILTON HEAD ISLAND, SOUTH CAROLINA ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION WECEIVED SEP 1 8 1002 For Office Us -i Only Date received: I Time Received: By: Applications will not be accepted if submitted after 4:00 P.M. on September 20, 2002) Date: September 14, 2002 Total Project Cost: $327.706 Total Amount Requested: $25.000 SUBMIT 15 COMPLETE COPIES OF APPLICATION C ANSWERS MUST BE TYPEWRITTEN A: PROJECT NAME: PROMOTION OF HILTON HEAD ISLAND & THE LOWCOUNTRY B: ORGANIZATION: LOWCOUNTRY TOURISM COMMISSION & f LOWCOUNTRY VISITORS CENTER & MUSEUM Sponsor Name: Marie Ellis Title: Chairwoman Sponsor Address: Hampton Museum and Visitor Center, 99 Elm St E. Hampton, SC 29924 �u Sponsor Phone: 803-943-5318 t: Contact Name: Jim Wescott Title: Executive Director j Contact Address: Post Office Box 615_ Yemassee. SC 29945 Contact Phone: 843-171-3090 i31��*,i�3�„t.� C. DESCRIPTION OF PROJECT: 1. General description. The Lowcountry Tourism Commission is one of eleven similar programs across the State designated by SC -PRT and created by State Law. The Commission's primary mission is the stimulation of economic growth and the development of the area's tourism industry through regional tourism promotional activities about Hilton Head island and Beaufort, Colleton Hampton 8, Jasper counties. 2. If arts/cultural activity, give specific description of project (attach additional sheets if needed). Our organization promotes cultural events on Hilton Head Island through our Lowcountry Visitors Guidebook, on our Web site, and in our Lowcountry Visitors Center 3 Museum. 3. Impact on or benefit to tourism (if required under the law). The Commission benefits tourism on Hilton Head Island and the surrounding region through national advertising, personal contact and international distribution of promotional literature about the area. The Commission also serves as a local fulfillment agency - responding to requests generated by advertising placed by PRT and the Commission for travel & tourism information. The Lowcountry Visitors Center 3 Museum located on 1-95 at Exit 33 (Point South) provides assistance and information to travelers and vacationers, and encourages tourists to visit our communities and museums. We provide information to potential Hilton Head visitors via telephone, Internet and in our visitors center 21tven days a week, year round. The economy of Hilton Head is based largely on tourism and real estate sales. Benef['cs include: wider exposure, attraction of more visitors needing accommodations and services-thweby creating more jobs, increased sales and revenues. 4. Duration of project. Starting date: July 1. 2002 Completion: June 30. 2003 i 5. Permits required (if any) Does not apply. The Commission is the only statutorily established regional tourism entity serving Beaufort, Colleton, Hampton and Jasper counties. j 6. Additional comments: One half of local ATAX funding will be used to operate the Lowcountry Visitors i Center & Museum. In addition, a large portion of ATAX funds will be used to match 50150 with Tourism Marketing Partnership Program grants from PRT, thereby doubling the effectiveness of local ` accommodations tax funds used for advertising and promotion. D. FUNDING Source of funds. 2. Have you requested funding from other sources or organizations for this project? Yes X �. No_ If so please list sources and amounts: FY 2002-2003 t Gift Shop sales(net) 10,000 }� it Ad sales - regional visitc:t guide 4,000 <�. Ad sales — relocation booklet 1,000 Bank interest 2,000 Local ATAX Funds requests ('") 108,230"• State Appropriation 125,000 State ATAX Funds (apprx.). 55,000 PRT Marketing (TMPP) Grant 17,276 Visitors Center display ads 4,000 Visitors Center donations 1.200 $327,706 Note: A) Above local ATAX amount is the total reguested for FY 02-03 and differe from the amount currently budgeted B) See attached report on other local accommodations tax applications for FY 02-03. n: see above. 3. Contributions to the project by the sponsoring organizatio 't t t S k�.t'�•1,��f, �1 �Tfi`i�:`'�' ( f� t � 4 V.. k ..moi t p Ft E. FINANCIAL INFORMATION (ADHERE TO STRICTLY): 1. A line item budget of the project. ATTACHED. 2. Most recent fiscal year balance sheet and profit and loss accounting statement. ATTACHED. F. FINANCIAL GUARANTEES: 1. Provide a copy of official minutes wherein the sponsoring organization approves the project and commits the organization to financial responsibility for carrying it our to the stage of completion contemplated in the application, should funding be approved. ATTACHED. 2. If application is submitted by an individual, provide the guarantee of a financially responsible sponsor. N/A. f G. PRIOR RECPIENTS REPORT (If you received prior ATAC funds): (Attach additional sheets if needed): 1. How did you use the funds? Funds were used to help purchase 1-95 billboards and magazine ads in Vacations and in Black Meetings & Tourism. i 2. What impact did this have on the community or benefit tourism? The billboards help drive 1-95 traffic to our Lowcountry Visitors Center & Museum, where we can then provide literature and send travelers to Hilton Head Island. The national magazine ads generated both inquiries for our Lowcountry Visitors Guidebook and visits to our web site: www.SouthCarolinaLowcountry.com — both of which provide Hilton Head Island information to potential visitors. j I 3. Provide the previous two years and current year budgets. ATTACHED. f 4. Include the total annual funding received each year that you applied. $5,000 in 2001-2002. $0 previously. H. ADDITIONAL COMMENTS: (Attach additional sheets if needed.) Pooling other local ATAX funds, various promotional projects were undertaken in FY 01.02 which were of benefit to Hilton Head Island, such as, national advertising and up-dated promotional literature, Web site development and marketing, travel shows, FAM trips and motor coach group tour marketing. Travelers stopping in our Lowcountry Visitors Center& Museum are assisted everyday with Hilton Head attractions and accommodations information. 1 +` Other local ATAX funding allowed the Commission to initiate or support tourism promotions for the t; Lowcountry which otherwise would not have been possible, and resulted in thousands of new inquiries, new y'.. and repeat visitors, bus tour groups, intemational visitors, tourism jobs, income and tax revenues for the }9 � Lowcountry Region. 36,000 visitors from all 50 states and nearly 60 foreign countries came through our '4, visitors center.last year - viewing displays about Hilton Head's museum, the Hilton Head Island Chamber of i Commerce, picking up area information including Hilton Head accommodations, and making reservations. ;f, Please see enclosed: visitor center reports and visitor comments. We value our partnership with the Hilton Head Island Visitors and Convention Bureau, and would appreciate very much the continued support of the Town in our work to promote the attractions, accommodations and cultural events of Hilton Head Island. s' n ture 7� x Y7ias Y W #T7 i µ rt[i ,r x t tt A a 4tN as d f. 5'l V yer* xf Y< X R"•�crw3.zl-i .i s 2 rpt F,w.11 q ',''-,� -c�+ M1 i,:•53 uz.a� �wr'li�j r��5tu+ ;� $ Yr � �. . + :'�i t '�^, C. An excerpt from... Lowcountry & Resort Islands Tourism Commission Meeting Minutes for June 19, 2002 held at Lowcountry Council of Governments meeting room Point South, South Carolina Page 2 New Business: Budget and Marketing Plan. The budget was accepted as recommended by the executive committee and approved unanimously. The Marketing Plan to date is a copy of our c ;ate TMPP grant application. The actual plan will bp similar but scaled down when funding is determined. This was accepted and unanimously epproved by the Commission. 4or,� t f 1 •fV ` a Name of DMA Insertion Circulation Size Net Eat. CPI Target Publication 3. Fundable Items Date(s) . of Ad Rate based on Print Media Name of DMA Insertion Circulation Size Net Eat. CPI Target Publication Date(s) . of Ad Rate based on Audiences t y net rate Message I'acations Magazine National S.F.W.S 360,000 Travel Ditectory $4,300 $1.66 Cnn. vacation 114 Gu.11agazine North Sep/Oct. !06.000 IBP S67300 S.40 Gen. vacation/ (Carolinas) Carolina Jan. Mar Golf Adanta.l/agazine GA Sep/Oct 67,942 1/4 Trav 54,800 $1.85 Gen, vacation Jan/Feb Planner Black.)kedngs & Tonrisw National Sep. OcL 28.000 1/6 P 52.145 52.68 Geo. Vacalion Dec Af/Amer STS (PrePrint) Newspapers National March 1,600,000 Brochure S3,500 S.38 Gen. vacation Inserts• .Sowhent Living SE Region Oct. Mar 11180,000 Traver59,705' SIAS Gen. Vacation Directo .See Ea Them Newspaper OH Fall.Spr. 360,000 1/8 P . 5750 S.10 Gen. Vacation laserts'r Sum Charlotte Observer` NC Ana. 750,000 Brochwe 51,300 S.78 Gen. Vacrtion Oct Ad Atlanta Joomal/Constiuuion' GA Aug. Sep. 679,198 Brochure 54,400 S.92 Gen. Vacation Jan.Feb And Endless Vacations Magazine US/Canada Sep. Oct. 655.000 IMP 56.850 Sl.42 Gen. Vacation Mar.Apr e I: �Y Total Newspaper. S16,250 Total Magazine: $27,800 TOTAL PRINT MEDIA: S44,050 t y 4s 9 r CCollateral Material MATERIAL DESCRIPTION TARGET AUDIENC& DMA QV.%.-,TITY PREYIOI'SLY PRINTED & I•Y QUALITY TO BE PRINTED THIS s1 DISTRIBUTION OUTLETS PRINTING ESTIMATE Lowcountry Group tour 500 1,500 Travel trade shows (NTA. Travel South) direct mal to $2,500auncrs Group Tour pl/ in-house tour operators Noc 5-13 Planner operator 2002 SI,000 Trade Group Lowcountry Coa ter/ im 100,000 125,000 Welcome centers. $37,000 Guidebook Leisure- national/ intonational FY 01-02 reb 23- chambersofcommerce. inquiry fulfillment I Visitors TOTAL PRINTED MATERIAL:. •$39,500 TRAVEL TRADE SHOWS(Boothspacciregistrationfm literature shipping costs) Name of C" Location Stag Visitors TOTAL PRINTED MATERIAL:. •$39,500 TRAVEL TRADE SHOWS(Boothspacciregistrationfm literature shipping costs) Name of Dates Location Stag Sh"I Baiaet Corner Time Taw Tame( y, Nfewrish sr NTA Noc 5-13 Los Anales. I. Planner. SI,000 Trade Group Marketplace 2002 CA Visitors Guide Tours ira�rl South reb 23- Savannah. I GGPLanpnTam 51,050 Trade Group Showcase Mar 3. GA 2003 588,000.00 STS Apr Toronto I Grp Tour Plan 51300 Trade Canadian Canadian 2003 & Vis Guide tnv trade Gspress 'rravei & Apr Toronto Regional 51.000 Consumer Canadian Leisure l3 derv.) . brochures. vacation. Shote 2(1113 chamber ' deo-travel bochums TOTAL TRAVEL TRADE SHOWS: 54,450 e MARKETING PROMOTION BUDGET RECAP: f L Print Media $44;050 V 1� • Collateral 539,500 y Consumer/Travel Trade Shows S 4.450 )Z' TOTAL TMPD BUDGET. - 588,000.00 TMPD FUNDS REQUESTED: S 14,000,00 _ t KM� �_cta1� ' I �. PROMOTION OF HILTON HEAD ISLAND & THE LOWCOUNTRY SPONSOR'S NAME: Marie Ellis SPONSOR'S TITLE: Chairwoman TELEPHONE: 803-943-5318 CONTACT'S NAME: Jim Wescott CONTACT'S TITLE: Executive Director TELEPHONE: 843-717-3090 ORGANIZATION: LOWCOUNTRY TOURISM COMMISSION & LOWCOUNTRY VISITORS CENTER & MUSEUM ADDRESS: Post Office Box 615, Yemassee, SC 29945 TELEPHONE: (843) 717-3090 AMOUNT REQUESTED: $25,000 DATE: September 14, 2002 i' �r r ' r i 1 rp 1f5 C t t }.. - �,"i ?§B,Sa, •.,.. f4 °' z' V r J yj8*.. � •��'"5•` W r ..-.: Hilton Head island Accommodations Tax Advisory Committee and Town Council k `a Special Note: In your, Guidelines For Applications For Accommodations Tax Funds, A. Introduction, 2, it states, "The law requires that the fi?nds be spent "primarily in the geographical area... (of Hilton Head Island). " See 6-4-10(d). Therefore, the committee will not look with favor on applications for funds to be spent outside the Town or for activities or enterprises conducted outside the Town:' i This does not apply to the Lowcountry & Resort Islands Tourism Commission - the regional . tourism commission created by South Carolina State law, responsible for a promotional area which includes Hilton Head Island. 1 Please refer to the Accommodations Tax Law, 64-10(3), which states in part, ..: 'To manage and direct the expenditure of these tourism promotion funds, the municipality or county shall select one or more organizations, such as a chamber of commerce, visitor and convention bureau, or regional tourism commission, which has an existing, ongoing tourist promotion program." Nowhere in the Law does it state that the regional tourism commission must be located within the city limits of a municipality in order to receive fiindme. Obviously, a regional tourism Ccommission cannot have its offices within each of the towns and cities in the multi -county region it serves. In fact, in some other areas of the State of South Carolina, the regional tourism commission is the primary agency to receive and manage the 30% tourism promotion funds in that area. The Lowcountry Tourism Commission receives local ATAX funding from all of the other municipalities within the four -county Lowcountry tourism region, without being physically located within their city limits. In addition, it would seem that your introductory statement regarding not looking with favor on the expenditure of funds for activities or enterprises conducted outside the Town would preclude ! the Hilton Head Island Chamber from placing ads in national magazines, working trade shows in other states, or having promotional literature printed outside of town limits. Common sense would indicate that this is not what you or the law intended. We work in close partnership with the Hilton Head Island Chamber of Commerce, representing the Island's tourism industry not only with our Interstate 95 presence but also sometimes Mp{?F representing the Chamber at national and international travel trade shows, and distributing its 40 , literature. In turn, the Chamber distributes our Lowcountry region literature in its Island visitors Center, and its Marketing Director is appointed by the Governor to serve on our board and is our immediate past Chairwoman. ^d ."J'R'' k [ r�, 3 ��[ ��,,y�,, `�`r1• y� l st 3 r§r � 1 �' � w .., u r r F tl %,, st,t t+ n y` 4.rcr��„r'S>''rc �1 .q -•^(c d � t:.+j+4jh tr � r . 1, v •'fir �' '� �y e � 1�� a � fi n �Y t �- i LOWCOUNTRY & RESORT ISLANDS TOURISM COMMISSION Post Office Box 615, Yernmee, South Carolina 29945 (843) 717-3090 or (800) 528-6870 • FAX (843) 717-2888 September 14, 20@2mail: come2sc@hargray.com • Web: www.southcarolinalowcountry.com Accommodations Tax Advisory Committee Town of Hilton Head Island One Town Center Court Hilton Head Island, SC 29928 Dear ATAC Members and Town Council, Enclosed is our application for accommodations tax funding for FY 2002-2003. Thanks in part to the past financial support from our Lowcountry Region counties and communities, we have had a very good year... We have been able to supply tourism information to potential visitors in all 50 states and nearly 60 foreign countries. We have developed new literature, attended trade shows and brought new tourism business to the region. We've placed national ads that have produced thousands of new requests for Lowcountry travel information. Last year the Lowcountry Visitors Center & Museum on I-95, Exit 33 (Point South) assisted 36,000 travelers from all 50 states and 56 foreign countries with information about the Lowcountry, vacation plans and reservations. Our visitors center helps travelers seven-days -per-week, and our international Lowcountry Web site, www.SouthCarolinaLowcountry.com, is on-line 24 hours a day. Currently, because of our marketing and advertising, our Web site is producing nearly 60,000 page visits per week. Our funding application is divided for two purposes: Part (a) will fund the continuing successful marketing projects we have initiated; and will fund the further development and operation of our Lowcountry Visitors Center and Museum. Because of the f goignlav ads we have provided in our Center for: the Hilton Head Island Chamber of ►>•,..r Commerce, and the free display cabinet space we provide for Coastal Discovery — The Museum on Hilton Head Island, more interstate travelers are interested in visiting Hilts-i Head Island. It's evident from the information gathered in our Center's guest book that we help to generate thousands of room-nights for the WPM. We are very excited about how our promotional program is growing, the success we are having,, and about the growth in numbers of guests in our visitors center on the busiest interstate corridor on the East coast! Hilton Head's a; businesses will continue to benefit from this growing interest we are generating. Accommodations tax revenues �' Ir generated in part by the efforts of the Lowcountry Tourism received by the Town continue to increase and are 4 Commission. We are asking that you re-invest less than 1% of the ATAX revenues you receive. (Based on SC DOR `s report of ATAX allocations from last year.) Though last year we only received a potion of the modest amount we j t? requested, we are very grateful for your support. Please consider funding our application for the full amount of 4(i " $25,000 for FY 2002-2003. V Respectfully, -- eA Jim W Cott Exec ve Director § Lowcountry Visitors Center &Museum § I Lawcountry Lme,1.95.6it 33, Point South, SC 29945 Promoting Beaufort • CaBeton • Nanpton • Jmper Cauntie, - . 1 `S!?. "t7 ,hY#_� D�'tyt�.� i Lx{ rte � r S�"' A y ri1 ✓ f. �t �� St�'" iI` th K, a 4�,rj'S` ��}�'l est ��°r��',�'� �' +p• � ;�{''d. r 1 1 . r �.'�',;�py File #21 Low Country Tourism Commission -- Request $24,000 Request: The state, and regionally supported organizations promote the Low Country through ads, direct mail and welcome center at Pointe South. The request is to assist in the promotion of tourism to the Hilton He area. Recommendation: We feel that even though this organization is physically outside of our area, they did attract overnight guests to Hilton Head. We recommend $5,000. 1 it r Ij p i t �• t f � 1 1 � / �(T-'i�. f '�'i�f Ary( I• U � � � y"k' 6. 1. �� i �•'i + 1 t �� }',rj � �,�r T ) 7 ;xp ,t dMti .. r ., LOWe x��Y cT LOWCOUNTRY & RESORT ISLANDS TOURISM COMMISSION Post Oince Box 615, Yemassee, South Carolina 29945 (843) 717-3090 or (800) 528.6870 • FAX (843) 717.2888 E-mail: cem,.e2p4@hargray.com • Web: www.southcarolinalowcountry.com Lowcountry Tourism Commissior. Hilton Head Island Accommodations Tax Application: FINANCIALINFORMATION I hereby attest that the attached financial reports are the official statement of financial condition of the Lowcountry & Resort Islands Tourism Commission, as reported to the Commission board and reviewed by the Treasurer. The project budget is included as an excerpt of our State marketing plan grant application and is subject to revision -during the year according to -funding levels and opportunities. -�j`it.4 cart' Jim Wescott Ex utive Director September 14,2002 I F r r � r ` A r § Lovtcountry,,Visiq►rs Center &Museum § a - • I Lowconal+y Lme'I 95 F.tut 33 Pant SonW SC 29945 " ' ' PmnorinR Bew,fort Cdkfnn Hmgron !,aper Co�w� i '"ri a�rf �� s ' 7 BUDGET FY 2002-03 PAGE 1 Budget approved by Commission 6/19/02 Budget REVISION approved by Commission Executive Committee 7/23/02 ■` Income Gift Shop Retail Sales Sales Tax Collected Total Gift Shop Income 55,000.00 Tourism Commission Ad Sales GB 2001 4,000.00 Ad Sales RRR 1,000.00 Bank Interest 2,000.00 Local ATAX 46,500.00 State Appropriation 125,000.00 State ATAX 55,000.00 TMPP 02-03 17,276.00 Total Tourism Comm = 250,776.00 Visitors Center & Museum Ad Sales 4,000.00 Donations 1,200.00 Total VC & M 5,200.00 Roll over from FY 01/02 $23,937.00 = 334,913.00 St r r w •� ,� 1 7 y BUDGET FY 2002-03 PAGE 2 Budget approved by Commission 6119/02 Budget REVISION approved by Commission Executive Committee 7/23/02 Ex ense Gift Shop Credit Card Charges 390.00 Consignments 9,678.00 Misc 693.00 Retail Merchandise 31,147.00 Sales Tax 3,029.00 Total Gift Shop 44,937.00 Tourism Commission Advertising Paid Media 23,863.00 Alarm System 190.00 Annual Audit. 1,500.00 Auto Insurance 500.00 Contingency 1,000.00 December Annual Meeting 1,000.00 Dues &Subscriptions 3,000.00 Electric 2,200.00 Equipment/Maint. 2,100.00 Exterminating 120.00 FAM Trips 500.00 Inquiry Postage . 12,000.00 C 1 Misc 1,000.00 National Tourism Week 100.00 Office Postage 2,000.00 Office Supplies Stationery 1,200.00 S Other 2,200.00 Office/Building Ins 11100.00 Total Gross Payroll 111,110.00 FT Med Benefits 15,539.00 j FT Pension 8,218.00 Taxes MCARE & SS (Co) 8,850.00 Taxes - SUTA 650.00 Retired Employee Medical .$1,038.00 } L= Maintenance 1,400.00 Printed Materials/Literature 32,000.00 Promo b Display,500.00 RRR Printing. 1,900.00 ra. + SCATR Co-op 1,800.00 Slide Library 250.00 Toll Free Number 3,000.00 Telephone Other 31500.00 Trash Removal 400.00 i Travel Shows 8,000.00 Travel/Reg/Per Diem 8_,000.00 r Water Bill 185.00 C° Web Site 8 Marketing 400000 (f I Total Tourism Comm. t I - j f J j PAGE 3 BUDGET - FY 2002-03 Budget approved by Commission 6119102 Budget REVISION approved by Commission Executive Committee 7123/02 V EXPENSE continued 7 Visitors Center 0.00 Display Ad Production Alarm System 190.00 14,000.00 ,00.00 Building Ins. 600.00 6 Building, Fencing, Upkeep 1,000.00 Cleaning Supplies 300.00 Commissions on Ad Space 0.00 Contingency1,000.00 Construction Costs 0.00 Contract Labor 300.00 Electricity 2,200.00 Exterminating 120.00 Groundskeeping Supplies 200.00 Historic Marker 0.00 Landscaping 1,500.00 Misc 600.00 Museum Exhibits 500.00 Paper Products/Soap 400.00 Parking Lot 0.00 Signage 350.00 0.00 Telephone Speed Dials 400.00 Trash Removal 425.00 Water Bio = ?r1A6ti.00 Total Visitors Center _ 334,813.00 _ f = i334 913.00 ,tq : i .p, cbwow.wks pp� 1 1:40 PM C091141/2 Cash Basis ...8r.. • -tel rfr-.j Lowcountry and Resort Islands Tourism Commission Profit & Loss Bulget vs. Actual July through Altgust 2002 Jul - Aug 02 Budget $ Over Budget % of Budget Income Gift Shop Income Retail Sales 20,774.52 Gift Shop Income - Other 0.00 55,000.00 -55,000.00 0.0% Total Gift Shop Income 20,774.52 55,000.00 -34,225.48 37.8 Tourism Comm Ad Sales GB 2002 0.00 4,000.00 -4,000.00 0.0% Ad Sales HRR 0.00 1,000.00 -1,000.00 0.0% Bank Interest 0.00 2,000.00 -2,000.00 0.0% Local ATAX 2,939.00 46,500.00 -43,561.00 6.3% RefundslRsimbursements 29.52 Roll Over from FY 01.02 27,795.82 23,937.00 3,858.82 116.1% State Appropriation 125,000.00 125,000.00 0.00 100.0% State ATAX 16,267.56 55,000.00 -38,732.44 29.6% TMPP02-03 0.00 17,276.00. -17,276.00 0.0% Total Tourism Comm 172,031.90 274,713.00 -102,681.10 62.6% Uncategorlmd Income Misc. 0.00 0.00 0.00 0.0% Total Unrategorized Income 0.00 0.00 0.00 0.0% Visitor Center 6 Museum Ad Sales 0.00 4,000.00 ✓1,000.00 0.0% ' Donations 326.04 1,200.00 -873.96 - 27.2% Total Visitor Center 3Museum 326.04 5,200.00 -4,873.96 6.3% C' Total Income 193,132.46 334,913.00 ' -141,780.54 57.7% Expense Gift Shop Consignments 2,156.13 9,678.00 -7,521.87 22.3% Credit Card Charges 69.56 390.00 -320.44 17.8% Miscellaneous 203.40 693.00 489.60 29.4% Retail Merchandise 17,273.80 31,147.00 -13,873.20 55.5% Sales Tax 1,179.20 3,029.00 -1,849.80 38.9% Total Gift Shap 20,882.09 44,937.00 -24,054.91 46.5% Tourism Commission *Payroll Expanses BenefNa-Pension 1,460.96 8,216.00 -6,755.04 17.8% Insurance Benefits 2,906.54 15,539.00 -12,832.46 18.7% O floor Salary Salary Administrative Assistant 3,640.00 21,840.00 -18,200.00 16.7% Salary Executive Director - 7,540.00 45,240.00 -37,700.00 16.7% Salary Retail Sala Mgr. 2,730.00 16,380.00 -13,650.00 16.7% Salary Visitors Center Mgr. 2,500.00 - - 15,000.00 -12,500.00 16.7% Total Officer Salary 16,410.00 98,460.00 -82,050.00 16.7% Part -Time Office Assistant 0.00 0.00 MOD 0.0% Retired Employee Medical (CO) 186.12 1,038.00 --851.88 17.9% Taxa-MCARE 3 SS (Co) 1,378.13 8,850.00 -7,471.87 15.6% Taxa3UTA 0.31 650.00 •849.69 0.0% . Vbftoo Center Part -Time Stag Lawn Maintenance 417.00 - 1,400.00 -983.00 29.8% Visitors Center Part -Time Staff -Other 2,010.13 14,050.00 -12,039.87. 14.3% Total Visitors Center Part -Time Staff - 2,427.13. 15,460.00 -13,022.87 15.7% *Payroll Expenses - Other :.. 35.10 Taal 'Payroll Expenses 24,804.29 148,203.00 -123,398.71 16.7% Advertising Paid Media 3,300.00 23,083.00 -20,563.00 13.6% - Total Advertising, :::3,300.00 ....23,883.00 -20,583.00 13.6% .-. Pagel '. 1:40 PM Lowcountry and Resort Islands Tourism Commission Profit & Loss Budget vs. Actual 09114102 Cash Basis July through August 2002 Jul -Aug 02 Budget $ Over Budget %of Budget Alarm System 33.40 190.00 -156.60 17.6% Annual Audit 0.00 1,500.00 -1,500.00 0.0% Auto Insurance 449.72 500.00 -50.28 89.9% Contingency 0.00 1,000.00 -1,000.00 0.0% December Annual Meeting 0.00 1,000.00 -1,000.00 0.0% Duos & Subscriptions _ 1,846.00 3[000.00 -1,154.00 61.5% Electricity 441.25 2,200.00 -1,758.75 20.1% EquipmentfMaintenance 777.65 2,100.00 -1,322.35 37.0% Exterminating - 0.00 120.00 -120.00 0.0% FAM Trips 0.00 500.00 -500.00 0.0% Miscellaneous 710.78 1,000.00 -289.22 71.1% National Tourism Week 0.00 100.00 -100.00 0.0% Office Supplies Other - 571.48 2,200.00 -1,628.52 26.0% Stationery 264.70 1,200.00 -935.30 22.1% Total Office Supplies 836.18 3,400.00 -2,563.82 24.6% OfficdBulldingInsurance 943.56 1,100.00 -156.44 85.8% Pau Thru Expense 119.00 Postage Inquiry 1,328.17 12,000.00 -10,671.83 11.1% Postage Office 1,052.86 2,000.00 -947.14 52.6% Printed MatvlalslLiterature RRR Printing 0.00 1,900.00 -1,900.00 0.0% Printed Materials/Literature - Other 0.00 32,000.00 -32,000.00 0.0% Total Printed MaterislsfLiterature 0.00 33,900.00 -33,900.00 0.0% Promotional Display 0.00 500.00 -500.00 0.0% SCATRCo-0p 1,500.00 1,800.00 -300.00 83.3% Slide Library 0.00 250.00 -250.00 0.0% Telephone Other 1,005.24 3,500.00 -2,494.76 28.7% Telephone Toll -Free 324.74 3,000.00 -2,675.26 10.8 Trash Removal 65.00 400.00 -335.00 16.3% Travel Shows 1,848.00 8,000.00 -6,152.00 23.1% TravelfRagfPerDiem 2,055.30 8,DOD.00 -5,944.70 25.7% Water Bill 68.37 165.00 -96.63 41.4% . Website Marketing 148.70 4,000.00 -3,851.30 3.7% Total Tourism Commission 43,658.21 267,291.00 -223,632.79 16.3% Visitor Center Alarm System 33.42 - .190.00 -156.58 17.6% Billboard Advertising 2,200.00 14,000.00 _ -11,800.00 15.7% .i Building Insurance - 0.00 600.00 -800.00 0.0% Building, Fencing & Maintenance .1.299.32 1,000.00 299.32 129.9% Cleaning Supplies 0.00 - 300.00 -300.00 0.0% ' Contingency. 0.00 1,000.00 -1,000.00 0.0% Contract Labor 131.23 300.OD -168.77 43.7% 441.27 2,200.00 -1,758.73 20.1% Exterminating -. 0.00 120.00 -120.00 0.0% Oroundskesping Supplies 78.94 200.00 -121.06 39.5% j; Landscaping 260.00 1,500.00 .1,240.00 17.3% Miscellaneous 140.02 600.00 -459.98 23.3% _ + bits 244.60 500.00 .255.40 48.9% Paps,. ProducWHand3oap 135.84 400.00 284.36 33.9% `s' Signage. . - 25.00 350.00 -325.00 7.1% Iy ` Trash.Rimoval 65.00 400.00 -335.00 16.3% { Water Bill 88.37 _ - - 425.00 - -356.63 16.1% q{p Total Visitor Center 5,122.81 24,085,00 -18,982.19 .21.3% 69,663.11' 338,313.00, -268,649.89 20.7% `�•+,Total C , ., Net Income 123,489.35 4,400.00 124,889.35 4,819.2% . Page 2 r,, R vim. �u BUDGET FY 2001-02 PAGE 1 Commission approved June 2001 -.�,•�-._�..,; Income Gift Shop Retail Sales Sales Tax Collected Total Gift Shop Income 30,000.00 Tourism Commission Ad Sales GB 2001 13,000.00 Ad Sales RRR 1000 .00 Bank Interest 2,200.00 LocalATAX 53,250.00 State Appropriation 125,000.00 State ATAX 54,000.00 TMPP 01-02 30,000.00 Total Tourism Comm 278 460.00 Visitors Center & Museum Ad Sales 4,000.00 Donations 1,200.00 Ct Total VC & M 5,200.00 ROLL OVER FUNDS 5,000.00 318860.00 i t i � 1 f BUDGET FY 2000-01 PAGE 2 Expense Gift Shop Credit Card Charges 300.00 Consignments 8,000.00 Misc 700.00 Retail Merchandise 12,700.00 Sales Tax 1,500.00 Total Gift Shop 23,200.00 Tourism Commission Advertising Paid Media 26,207.00 Alarm System 185.00 Annual Audit 1,300.00 Auto Insurance 613.00 Contingency 1,400.00 December Annual Meeting 1,000.00 Dues & Subscriptions 2,100.00 Electric 2,400.00 Equipment/Maint. 2,000.00 Exterminating 120.00 FAM Trips 500.00 Inquiry Postage Cr 26,000,00 Misc 800.00 National Tourism Week 100.00 Office Postage 2,000.00 Office Supplies Stationery 1,200.00 Other 2,200.00 Office/Building Ins 1,000.00 Total Gross Payroll 107,000.00 FT Med Benefits 10,560.00 FT Pension 8,020.00 Taxes MCARE & SS (Co) 8,560.00 Taxes - SUTA 580.00 • Printed Materials/Literature 34,500.00 Promo & Display 500.00 {, i RRR Printing 1,900.00 SCATR Co-op 1,800.00 I Slide Library 250.00 Toll Free Number 3,000.00 Telephone Other 2,850.00 Trash Removal 390.00 Travel Shows 8,000.00 a ' i Travel/Reg/Per Diem 6,000,00 Water Bill 220.00 Web Site &Marketing 4,000,00 Total Tourism Comm. 268 266.00 i � 1 EXPENSE continued Visitors Center Ad Production 0.00 Alarm System 185.00 Billboards 14,000.00 Building Ins. 800.00 Building, Fencing, Upkeep 900.00 Cleaning Supplies 300.00 Commissions on Ad Space 0.00 Contingency 1,300.00 Construction Costs 0.00 Contract Labor 200.00 Electricity 2,500.00 Exterminating 120.00 Groundskeeping Supplies 200.00 Historic Marker 1,600.00 Landscaping 800.00 Lawn Maintenance 500.00 } Misc 500.00 Museum Exhibits 500.00 Paper Products/Soap 400.00 t Parking Lot - 0.00 Signage 50.00 Telephone Speed Dials 0.00 Trash Removal 390.00 Water Bill 450.00 Total Visitors Center : 25 695.00 Funds Balance Account Deposit 600.00 } 316,660.00 E a:b0102C.wks ! i WZt� +kr7 t ', t 10:53 AM Lowcountry and Resort Islands Tourism Commission 09/11102 Profit & Loss Budget vs. Actual Basis July 2001 through June 2002 CCash JUI.01-Ju... Budget $Over Bud... %of Budget Income Gin Shop Income Retail Sales 69,378.43 GIRShopIncome - Other 0.00 30,000.00 -30,000.00 0.0% Total Gift Shop Income 69,378,43 30,000.00 39,378.43 •231.3% Tourism Comm Ad Sales GB 2002 3,059.50 13,000.00 -9,940.50 23.5% Ad Sales RRR 50.00 1,000.00 -950.00 5.0% Bank Interest 1,226.86 2,200.00 -973.14 55.8% Local ATAX 68,226.86 53,250.00 14,976.86 128.1% Marketing College Scholarship 575.00 Old Van Sale 2,065.93 2,085.93 0.00 100.0% Pass Thru 8,233.27 , Refunds/Reimbumements 597.67 Roll Over from FY 01-02 500.00 ' State Appropriation 125,000.00 125,000.00 9.00 100.0% StstsATAX 57,818.04 54,000.00 3,818.04 107.1% Telephone Reimbursements 94.19 TMPP 00-01 2,577.71 TMPP011-02 26,475.87 30,000.00 -3,524.13 88.3% Travel Show Revenue 550.00 - Total Tourism Comm 297,070.90 280,535.93 16,534.97 105.9 Uncatsgorized Income Misc. 0.00 0.00 0.00 0.0% Total Uncetegorized Income 0.00 0.00 0.00 0.0% �- Visitor Center RMuseum LL.. Ad Sales 7,150.00 4,000.00 3,150.00 178.8% Donations 1,627.90 1,200.00 427.90 135.7% Total Visitor Center & Museum 8,777.90 5,200.00 3,577.90 168.8% Total Income 375,227.23 315,735.93 59,491.30 118.8% Expense Funds Baance Account Deposit 15,500.00 500.00 15,000.00 3,100.0% Gift Shop Consignments 12,696.98 8,000.00 4,696.98 158.7% Credit Card Charges 746.03 300.00 446.03 248.7% �......-•. „r,r. Misulleneous 8118.69 700.00 -31.31 95.5% Retail Marchand[" 40,770.47 12,700.00 28,070.47 321.0% Sales Tax 4,131.24 1,500.00 2,631.24 275.4% • Total Gift Shop 59,013.41 23,200.00 35,813.41 254.4% I Tourism Commission ; •7'I�'Payroll Expenses ' SenefMs-Pension 8,554.00 8,020.00 564.00 107.0% j Insurance Benefits 13,325.74 10,560.00 2,765.74 126.2% f Officer SalaryAdministrativeAssistant 21,000.00 21,000.00 0.00 100.0% Y � Salary Executive Diral 43,500.00 43,500.00 0.00. 100.0% Salary Retell Sakes Mgr. 15,750.00 15,750.00 0.013 100.0% " t Salary Visitors Cather Mgr. 12,0711.12 15,750.00 -3,671.88 76.7% 'ite ' Total Officer Salary 92,326.12 95,000.00 -3,871.88 96.2% Retired Employes Mal l (CO) 546.05 508.80 - 37.25 107.3% Taxes-MCARE i 88 (Co) 8,093,74 8,860.00 46618 94.6% .; TaxesSUTA Visitors Center Part -Time staff 6.02 500.00 -574.46 1.0% lawn Maintsnarm 942.39 500.00 442.39 181 Visitors Center Part -Thus Staff - Other 16,636.02 11,000.00 4,6311.02 142.2% Total Visitors Carder Part -Tina Stag : 16,560.41 -. 11,500.00 - : 5,080.41 144.2% . Pegs 1 }Sli �-$ y 1G tF 'psi. , '4 ,� ': ,w `ay'rif SV, Sl 1 >•"'r�y,tt�;`r'i' ice' s, � i S �•y r y t: t' %Y t, WX t - 10:53 AM Lowcountry and Resort Islands Tourism Commission 09111102 Profit & Loss Budget vs. Actual Cash Basis July 2001 through June 2002 QQ Jul '01 -Ju... Budget $Over Bud... %or Budget 'Payroll Expenses - Other 0.00 Total *Payroll Expenses 139,463.58 135,728.80 3,734.78 102.8% Advertising , PaIdMedia 29,237.40 26,207.00 3,030.40 111.6% Advertising - Other 0.00 0.00 0.00 0.0% .� Total Advertising 29,297.40 28,207.00 3,030.40 { 111.6% tj Alarm System 192.58 185.00 7.58 104.1% Annual Audit 1,400.00 1,300.00 •100.00 107.7% Auto Insurance 449.72 613.00 -163.28 ,£ 73.47. Contingency 168.30 1,400.00 -1,231.70 12.0% December Annual Meeting 647.90 1,000.00 -352.10 64.8% i Dues & Subscriptions 2,147.75 2,100.00 47.75 102.3% Electricity 1,985.15 2,400.00 -414.85 62.7% Equlpment/Malntenance 4,131.44 2,000.00 2,13.1.44 206.6% Exterminating 120.00 120.00 • 0.00 100.0% FAM Trips 16.10 500.00 483.90 3.2% Marketing College 585.00 Miscellaneous 1,178.73 800.00 378.73 147.3% National Tourism Week 121.15 100.00 21.15 121.2% • !mice Supplies Other 2,112.13 2,200.00 -87.87 96.0% Stationery 1,119.93 1,200.00 -W.07 93.3% • Total Office Supplies 3,232.06 3,400.00 -167.94 95.1% Office/BuildingInsurance 1,046.28 1,000.00 46.28 104.6% Pass Thru Expense 9,487.24 - Postage Inquiry. 12,055.10 28,000.00 -13,944.90 46.4% Post&"Offfce 2,075.78 2,000.00 75.78 103.8% Printed Materfals/Literaturo RRR Printing 0.00 1,900.00 -1,900.00 0.0% Printed Materials/Literature - Other 26,121.25 34,500.00 -8,378.75 75.7% Total Printed Materials/Literature 26,121.25 30,400.00 -10,278.75 71.8% Promotional Display - 606.25 500.00 106.25 121.3% ` SCATR Co -Op 1,331.00 1,800.00 469.00 73.9% Slide Library 0.00 250.00 -250.00 0.0% J Telephone Other 3,398.48 2,850.00 549.48 119.3% / Telephone Toll -Free 3,320.47 3,000.00 320.47. 110.7% Trash Removal 325.00 390.00 -65.00 83.3% �w> Trawl Shw,:s 0,838.51 8,000.00 838.51 110.5% Trave0Reg7Per0im 7,553.77 8,000.00 1.553.77 125.9% Water Bill 145.43 220.00 -74.57 66.1% Website Marketing 2,021.29 4,000.00 -1,978.71 50.5% ^� Total Tourism Commission 263,403.71 270,283.80 -6,860.09 97.5% Visitor Center . Alarm System 192.68 185.00 7.68 104.2% 1 Billboard Advertising 12,725.00 14,000.00 -1,275.00 90.9% Building Insurance 518.28 800.00 -281.72 64.8% .�' Building, Fencing b Maintenance 890.18 900.00 -9.82 98.9% 4 rt v Cleaning Supplies 227.68 300.00 72.32 75.9% T'• Contingency 1.117.61 1.300.00 182.39 80.0% { (% Coritrea Labor 290.00 200.00 90.00 145.0% (^x Electricky 1,985.28 2.500.00 -514.72 79.4% Exterminating 120.00 120.00 0.00 100.0% r oroundskeeping Supplies Historic Marker }Landscaping 78.30 1,636.24 200.00 1,6W.00 421.70 30.24 39.2% 102.3% w E 1,574.75 800.00 774.75 19e.8% i Mte001hu otrs 1,205.09 500.00 705.09 241.0% Museum EidtlWte 671.00 500.00 71.00 114.2% Paper Products/Hand Soap 397.26 100.00 2.74 99.3% Signage ' 50.00 50.00 0.00 100.0% Page 2 i I i a 11 �� f};rltSN' b '.14 )rr�+++,,,•h � ` F'f�� F��'�I �''P ri��?A i l`��( ater• y„'91' 7�'d`yi� " � "'A. ? _ _ a _. sums •FF17.'�ky'f'£". �. ��a''„'hi�:,.� .._.... ... 1 Lowcountry and Resort Islands Tourism Commissica 10:53 AM Profit & Loss Budget vs. Actual x,11102 C cash Basis July 2001 through June 2002 .., v Jul 'o1 -Ju_. Budget s Over Bud... ss, or euap.t Trash Removal 325.00 390.00 407.21 450.00 -85.00 -42.79 83.3% 90.5% - Water Bill Total Visitor Center 24,311.56 25,195.00 -883.44 96.5% ' Total Expense 362,228.68 '319,158.80 43,069.88 113.5% Net Income 12,998.55 .3,42267 16,421.42 379.8% . J n r I !t ±. �•i - i "dry.. S „it I yA � Iry Pape 3jj r fir° f , E J 17 ri yNgg 1 3.. F l_w:C:i_�',9. 1 1:36 PM OW1u62 yr tizJ C Cash Basis Lowcountry and Resort Islands Tourism Commission Summary Balance Sheet As of June 30, 2002 Jun 30, 02 ASSETS Current AssW Checking/Savings 320,867.07 Total CuneMAssets 320,667.07 Fixed Asseb 275,009.57 TOTAL ASSETS 595,876.64 LIABILITIES: EQUITY Liabilities Current Liabilities Odw Current Liabilities 7,457.87 Total Current Liabilities 7,457.87 Total Liabilities 7,457.87 Equity 588,418.77 TOTAL LIABILITIES 6 EQUITY 586,876.64 LOWCOUNTRY & RESORT ISLANDS TOURISM COMMISSION ACCOMMODATIONS TAX FUNDS REQUESTS REPORT FOR FY 2002-2003 Total Amount for Amt for Dev. Amount Amount Application Amount Marketing & Oper. of Approved? Received for Received for Date Date Requested Projects 1-95 Vis. Ctr. Yes/No Marketing Visitors Ctr. Received NOTES Beaufort County '7/02 $25,000.00 $12,500.00 $12,500.00 YES: - 1 ATAX CommNtee Beaufort City 5/02 $11,800.00 $5,750.00 $5,750.00 $2,939.00 $1,469.50 $1,489.50 7/2/02 2 Hilton Head Island '9/02 $25,000.00 $12,500.00 $12,500.00 Port Royal '7/02 $2,600.00 $1,300.00 $1,300.00 $1,500.00 Colleton County 10/02 $11,300.00 $5,850.00 $5,650.00 Edisto Beach 10/02 $10,800.00 $5,400.00 $5,400.00 Walterboro '3/02 $750.00 $375.00 $375.00 YES Hampton County -3/02 $3,500.00 $1,750.00 $1,750.00. $2,700.00 $1,350.00 $1,350.00 9/9/02 Estill 10/02 $800.00 $400.00 $400.00 Hampton 2/03 $1,660.00 $840.00 $840.00 Yemassee 2/03 $800.00 $250.00 $250.00 Jasper County '4/02 $5,800.00 $2,900.00 $2,900.00 YES • Hardeeville 9/02 $6,400.00 $3,200.00:. $3,200.00 Ridgeland '7/02 $2,600.00 ` $1,300.00 $1,300.00 YES $1,300.00 $1,300.00 9/11/02 Total Requested $108,230.00 $54,115.00 $54,115.00 Total Recvd to Dale for 2002/2003 Marketing $4,119.50 Total Recvd to Date for 2002/2003 Vis Ctr. $4,119.50 Total Received $11{,239.00 As of 9/15/02 (1 Note: 1/2 Beaufort County funding allocated in the FaN. Balanee in March, 2003.).. (2 Note: Beaufort CNy Coundl apnea that an error was meds in this a" and ws review prwfdinp addNlaW fundtq in OcVNov.) a:lm8workel3taxo203.wb� ". r t f ( LOWCOUNTRY VISITORS CENTER & MUSEU41 YEAR-END REPORT JANUARY 2001- DECEMBER 2001 Visitors in 2001 35,928 = 8% Increase Visitors in 2000: 33,115 = 2% increase Visitors in 1999: 32,541 = 35% increase By 2001 Month: Jan: 1,965, +28%; Feb: 2,636, +10%; Mar: 3,724, +4%; Ape: 4,138, +29%; May: 3,511, +12%; Jun: 3,369, -2%; Jul: 3,724, +6%; Aug: 2,953, -2%; Sep: 2,719, +7%; Oct: 3,111, -11 %; Nov: 2,3364,-2%; Dec: 1,714, +20%. Average visitors per month = 2,994. IN 2001, FROM (States and Countries): AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, iA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, Wash, DC. (50 states) Alberta (Can), Argentina, Australia, Austria, Belgium, Brazil, British Columbia (Can), Chile, China, Croatia, Cyprus, Czech Republic, Denmark, England, Finland, France, Germany, Guatemala, Haiti, Holland, Hungary, Iceland, India, Ireland, Italy, Japan, Kazakhstan, Korea, Luxembourg, Manitoba (Can), Mexico, Monaco, Netherlands, New Brunswick (Can), New Zealand, Northern Ireland, Norway, Nova Scotia (Can), Ontario (Can), Panama, Peru, Poland, Puerto Rico, Prince Edward Island (Can), Quebec (Can), Romania, Russia, Saskatchewan (Can), Saudi Arabia, Scotland, Slovenia, South Africa, Spain, Sweden, Switzerland, Trinidad, Turkey, United Kingdom, Uruguay, Venezuela, Virgin Islands, Wales, West Indies, Zimbabwe, . (56 foreign countries) Selected Visitors Comments from 2001: C "How great to rind such clean restrooms - thanks.." (VA) 'The very best help for directions!." (GA) Passing thru but not in a hurry." (PA) "Gracious hospitality.' (Germany) Reception very friendly. Very interesting." (Canada) 'Wonderful displays & hospitality." (1/7) "Wonderful welcome centre."(England) 'Its warmer than Scotland!" (UK) 'Very beautiful and a very kind person in visitors center." (Germany) 'Wonderful welcome to SC." (UT) "Love the accents. Too gorgeous."(AZ) "Southam hospitality.!" (Norway) "Pretty scenery, friendly peoples.' (Hawaii) Je reviendrai." (I will come back.) (Canada) 'Thank you ..a wonderful rest stop." (NC) 'We stop each year. Wonderful visitors center' (RI) 'Wonderful clean restrooms." (FL) 'What a beautiful presentation of the South! "(Canada) 'This was a lovely & helpful stop." (NJ) "The most charming visitors center we ever saw.' (CO) Roofus!' (Translation: Cooll) (NC) "You've done a good thing preserving this lovely place." (MS) 'Visitor information - Best in State.' (Columbia, SC) 'Tank you.' (Switzerland) „ . 'Wonderful antiques and house. (FL) 'Great usage of original property.” (SC) 'Most beautiful visitors center ever!.' (NM) 'Tres beau!" (Canada)) rt> "What a finri Thank you." (CT) 'Good music too. Thank you!" (VA) "The lady at the counter is very helpful & a good guide." (India) i 'Southern charm. Violin concerto very nivel" (Australia) 'The old South must have been lovely." (FL) t w', • We are glad you saved this! Wonderful house!!" (Columbia, SC) *► ,. Joggling board fun!" (NV) N!oe. Smells good. Historic. (MA) "." Best visitor center ever Thank you." (CA) Nice selection of Lowcountry items." (SC) Friendly •staff."(M Nicest folks.' (AZ) 'Nice touch of culture."(NC) 'Can? find this beauty up North.' (NJ) A line and multi -faceted little museumvshop.' (FL) Nice people. "(New York City) 71 ' Beautiful homes & mansions - lovely. Makes me want to spend time here."(MA) Many, many more kind comments were received from guests about our facility, our staff and the helpful information we provided throughout the year. c:Ycrvnde.wpd - � t r ".t` ! Yr �`w'' - L (t. fr*3^t`,,�+'�,�.: raf '�L�.ti✓��r�T�q�p"(.IL�Tq�,7 fd�"�Y�Sd •�SY��A•��'b¢� S" t. .id`s B'��„sD <. 't .,. •i ,i•�. .ads` -h^ <.. ..:'Y ;,C�rSA�¢..ii�.uM1 ��f4311.,i\£ Y. <jlH:✓�+X d&.�C .n��- �,..�.,.�.. -}Sts%i. ri•}1�:� �� C. Chamber of Commerce Welcome Center Hilton Head Island, SC 29926 May 29, 2002 Jim Wescott Executive Director Lowcountry Visitors Center & Museum Post Office Box 615 Yemassee, SC 29945 JI JZCHAMBER OF COMMERCE istboi ie adWand, S O U T H C A R O L I N A Sylvia {�ickie Wd—C�wM —9- P.O. Box 5647 • Hill- H,ad 1,66. SC 19938 (843) 785-3673 • Pax (843)785.7110 Dear Jim, It was wonderful to see you last week! It sounds like Yemassee s season is also in full swing and your team is geared up and ready for the crowds. I wanted to take a moment to thank you for. sharing the South Carolina Lowcountry Guidebook (Kith us. Jim, as you are aware, many of our guests use Hilton Head as a base for exploration throughout Beaufort, Colleton, Hampton and Jasper Counties. They are thrilled to discover a guidebook that provides them with information about special sites and events throughout the Lowcountry. In addition, many are interested in camping facilities... something we do not have on Hilton Head. Our f information specialists and guests alike warmly receive the maps, festival, r arts and nature sections of this publication. It is trimy a gem[ Jim, I am so pleased that we have developed a relationship to share information about the Lowcountry. The exchange of materials helps us enhance every guest's experience as they explore our beautiful state. Sys f Warmest Regards, 01 ` 6.1: I Sylvia Richie - Manager 7 } Lowcountry Visitors Center Preserves History & Serves Travelers The "Frampton House" property was part of an original King's Grant to the Framp- ton family in the 1700s. The Frampton brothers were moderately prosperous, subsistence plantation farmers. John Frampton was a signer of the Declaration of Session and at the time of the "Great Unpleasantness," owned about 130 slaves to work his land. In 1865, General Sherman's troops burned the plantation house built in the 1700s and all the farm buildings which stood on this site. In 1868, Frampton rebuilt the present charming Low - country farmhouse and continued to work the land. About 1930, major renovations were done to the old house... indoor plumbing, electrical wiring, and the first thin sheetrock or dry wall was applied, replacing the old lath and plaster walls. Charles Fraser and the Sea Pines Company purchased the house in 1970 and used it as a point of sale center for Sea Pines on Hilton Head Island, while they were developing the Point South interchange at 1-95, Exit 33. More renovations were made to the old structure. New wiring was installed, as was central heating and air conditioning. How- ever, 1974 brought the recession and gas rationing. Sea Pines pulled out of Point South and the Frampton House was sold to private owners once again. --Over 40�{ ?: Lowcountry Visitors Center Preserves History & Serves Travelers The "Frampton House" property was part of an original King's Grant to the Framp- ton family in the 1700s. The Frampton brothers were moderately prosperous, subsistence plantation farmers. John Frampton was a signer of the Declaration of Session and at the time of the "Great Unpleasantness," owned about 130 slaves to work his land. In 1865, General Sherman's troops burned the plantation house built in the 1700s and all the farm buildings which stood on this site. In 1868, Frampton rebuilt the present charming Low - country farmhouse and continued to work the land. About 1930, major renovations were done to the old house... indoor plumbing, electrical wiring, and the first thin sheetrock or dry wall was applied, replacing the old lath and plaster walls. Charles Fraser and the Sea Pines Company purchased the house in 1970 and used it as a point of sale center for Sea Pines on Hilton Head Island, while they were developing the Point South interchange at 1-95, Exit 33. More renovations were made to the old structure. New wiring was installed, as was central heating and air conditioning. How- ever, 1974 brought the recession and gas rationing. Sea Pines pulled out of Point South and the Frampton House was sold to private owners once again. --Over .. V-11 For several years, the old house was rented or vacant, abused, neglected and run down. In January Of 1991, Jim Wescott, the Executive Director of the Lowcountry Tour- ism Commission began what would become three years of negotiations with the owner to secure the donation of the old house and four acres of surrounding land just off interstate 95 at Exit 33 (Point South). In December of 1993, Wyman Boozer9 a Columbia eveloper, donated the Frampton - d 'A:_ �, sio n for'the . -1 House to the LowcountrYl�'Tourism exreation of the Lowcountry Visitors Center & Museum, thereby assuring, .therestoration restoration Of the . old farmhouse and the preserva- tion tion of the magnificent 250 -year-old live Oaks framing the iiiiidand the Civil War 1 , .9 earthworks in the backyarderected � by 66neral Robert E. Lees troops in defense of the Savannah to Charleston important supply line for the Confederacy. An official - ;oad an South Carolina Historic Marker is placed at the entrance and describes the Frampton Plantation and the Civil War earthworks.. Today, thanks to donations from municipal and county governments; in the form of contributions from private industry, and other grant sources, major reno- vations have taken place to bring the building up to codes and a new life. The Lowcountry & Resort Islands Tourism Commission offices are up- stairs in the Frampton House and the ground . floor now ser . ves as the Lowcountry Visitors Center & Museum. The front room on the ground floor offers visitors a view of a recreated 1900s plantation house parlor or sitting room, complete with antique furnishings. The adjoining room features display cases from the ten museums in the four -county Lowcountry region, and encourages travelers to get off the interstate to see the museums in the surrounding communities. This room also includes displays from Walterboro's South Carolina Artisans Center and a special display:about the many major motion pictures filmed in the Lowcoun- try. Across the hall, a brochure room offers free literature on accommodations, attractions, restaurants, things to see and do. Also found in the Center is the "Plantation Gift Shop"— featuring hop"featuring lots of unique items made in South Carolina and things related to a visit to the South. Th I e . Lowcountry V, isitors Center has, a major impact:on the tourism related busi- nesses in Beaufort, Colleton, Hampton & Jasper counties by greeting and assisting thou- sands of Interstate travelers from a1150 states and nearly 60 f6reign countries last year alone. The Center provides a "presence" for the. Lowcountry tourisWe gion on 1-95, the busiest Interstate corridor On the East Coast. Ifs open 7 -days -per k, as is th, e Commi'ssion's web site: www.SouthCarolinaLowcountry.com Lowcountry Visitors Center & Museum I-95, Exit 33, "Point South," SC 29945. -800-628-6870' ! - come2sc@hargray.com. C -S) no= '- -• _rte TOWN OF HILTON HEAD ISLAND One Town Center Court, Hilton Head Island, S.C. 29928 (843) 3414600 Fax (843) 842-7728 http://wwNv.ci.hilton-head-island.sc.us Thomas o. Feepl October 9, 2002 Mayor lames K Carlin Mr. E. W. Alstaetter May*11mT— The Heritage Library Foundation 23 Office Park Road Suite 300 council Memner,Hilton Head Island, SC 29928-46,40 j Willie (Bill) Feray�q4 - The Heritage Library « K—th S. Heitzk W.J. (Bill) Monel ' - - John sday. Dear Mr. Alstaetter George W. Williams, Jr. Thank you for your application for Accommodations TA funds. You are scheduled to appear i snphen G. Riley before the Accommodations -Tax Adyisory' Committee in ToWnAall Council Chambers (One Town M®ager Town Center Court) on Thursday, October 17, 3002. at 3:15 P.M. You are requested to be present at least 15 mmuies before your presentation and are expected to spend 30 to 60 minutes at'the hearing Please be.prepared to discuss your organization's long- range goals and the role that bed fait funds will pray in the future. Please note that the Accommodatlorl Tax O,Xlasight CDmmit;ee end the Department of Revenue have determined that all applicahts for $ed,T'W' ; 1l .- must show a tourism impact from their program or event. Impact will be measured lip the percent oirtounsts that are participat ng, in etch applicant's program. This percent will be Qbas'§fozwh7 , :entof, fbYa(cpatthatcanbeapproved by the ATAX Committee: A tourist is defined as a visitor coming to Ijil.p geadbla{id not on business) from more than fifty miles away. i .. . Also, please find attached a copy of 2002 ATAX. Applicants. If you have a financial relationship �! with, another applicant on list, please be prepared to disclose the nature and extent of your i relationship. Please be prepared to discuss your impact on tourism. I • Very truly. yours, . David Warren, Chairman Accommodations Tax Advisory Committee (, 1 CC: Steve Riley, A1CP r Amou modations Tez Committe 1. DW/hb yrr�2�yft, �� •� 3' r0 '•7� py)��i at _ r ....n _. .. � ��m'C1M,%..�v`,. 1 ... , , , • .._ 7'7 Ell \ ti C ..k, F4`� (yt ER -, .., t! Y... ., * - I -V-. NECEIVED SEP 2 0 2002 ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION Name of Project: The Heritage Library Sponsor's Name: The Heritage Library Foundation, Inc. Address: 32 Office Park Road, Suite 300 Hilton Head Island, SC 299284640 Telephone: 843/686-6560 Contact Persons: E.W. Altstaetter Vice President and Treasurer 115 Fort Walker Drive Hilton Head Island 843/689-9558 (home) 843/686-6560 (office) Email: bill@hen*tagelib.org Sandee J. Hanahan Funds Development Chairperson 14 Branford Lane Hilton Head Island 943/689-2604 (home) 843/686-6560 (office) Email: SandeebanahanC&aol.com Amount of funds requested single year grant: Two Thousand Forty -Five Date of Application: September, 19, 2002 o ACCOMMODATIONS TAX ADVISORY COMMITTEE TOWN OF HILTON HEAD ISLAND, SOUTH CAROLINA ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION For Office U.,,e Onl Date Received: Time Received: By: (Applications will not be accepted if submitted after 4:00 P.M. on September 21, 2001) Date: 9/19/02 Total Project Cost: $2,045.00 Total Amount Requested: $2,045.00 SUBMIT 15 COMPLETE COPIES OF APPLICATION ANSWERS MUST BE TYPEWRITTEN .A. PROJECT NAME: The Heritage Library C B. ORGANIZATION: The Heritage Library Foundation. Inc. - Contact Name: E.W. Altstaetter Title: President Contact Address: 32 Office Park Road, Suite 300 The Courtyard Building Hilton Head Is.. SC 29928 CA Contact Phone: 843-689-2604 Sponsor Name: Sandee Hanahan Title: Funds Development Chair Sponsor Address: 14 Branford Lane. Hilton Head IshoW. 29926-2250 Sponsor Phone: 843-689-9558 C. DESCRIPTION OF PROJECT: 1. General Description: Printing of materials, brochures and additional advertising for upcoming National Genealogical Society (NGS) meeting to be held on Hilton Head Island February 14-16,2003. To add an extra day to the NGS event we have invited speakers from the SC Department of Archives and History and noted SC historian Brent Holcomb to present lectures the day before the NGS meeting begins. Funds for this project will allow us to print in- house seminar syllabus and Library brochures. Further, advertising this meeting in neighboring states will draw more attendees. 1 -i", , rari ,V 2. If artskultural activity, give specific description of project (attach additional sheets if needed.)The Heritage Library Foundation exists to promote the study and preservation of history and genealogy in the southeastern United States. Specializing in the study and investigation of family ancestors and related historical, economic and geographic subjects The Heritage Library is operated by The Heritage Library Foundation, Inc. in rented facilities located on the third floor of The Courtyard Building in Hilton Head Island, SC. The Library is supported by The Heritage Library Foundation, Inc., a 501(c) (3) charitable corporation organized under the laws of The State of South Carolina for that purpose. The Heritage Library is devoted to the study and preservation of history and genealogy. It provides researchers with the tools to study their history, ancestry and culture. While we do have extensive holdings of South Carolina material, those resources make up only ten percent of the library. Since visitors and members hail from all states and several foreign countries our collection is as varied as our members. The Library holds thousands of books, hundreds of rolls of microfilm, thousands of microfiche, and hundreds of CD-ROM databa�es to assist the researcher. The member -donated collection, along with the network of computers and microform readers make the Heritage Library one of the most comprehensive in the region. See ATAX Application No. I—Operations for more information. 3. Impact on or Benefit to Tourism (if required under the law). The Foundation has C secured an agreement with the National Genealogical Society to act as host agency for its regional meeting to be held February 14-16,2003 at The Hilton Resort. These events typically draw 300-1500 attendees. Previous attendance at these conferences is an indication that tourism on Hilton Head Island would be significantly increased. The event is a 3 day conference with ongoing seminars, throughout the day and evening. A 1998 ATAX grant provided funds to advertise the three-day State Genealogical Society Fall Workshop sponsored by the Heritage Library in 1999 that broad: tett the base and scope of the Library and brought in excess of 100 tourists for two overnight stays during the seminar. The 2001 grant for promotion and advertising allowed us to attend three major genealogical seminars to promote Hilton Head Island and our upcoming NGS meeting and preprre advertisements for National journals which will appear in the fall of 2002. 4. Duration of Project. Starting Date: January 1. 2002 Completion: February 16, 2003. 5. Permits. The Heritage Library annually obtains a Town Business License and D. FUNDING 1. Source of funds. Internal from Library Operations. The Library charges for normal library services to patrons such as making copies of selected information. It earns an additional amount 1rom the rental or sale of microfilm. It operates a bookstore, which generates some income from the sale of research guides, forms and books. The Heritage Library Foundation. Membership dues and donations from individual members help to fund the Heritage Library Foundation. The entire annual budget of the Foundation is devoted to funding The Heritage Library. External. The Foundation regularly appeals for funding from the general public, local businesses, other charitable foundations, civic organizations, and governmental units. See answer to #2, below for details. 2. Have you requested funding from other sources or organizations for this project? Yes _ No x If so, list sources and amounts. 3. Contributions to the project by the sponsoring organizations: None at this time. E. FINANCIAL INFORMATION (ADHERE TO STRICTLY): 1. A line item budget of the project. LINE ITEM BUDGET PRINTING COSTS Paper for Library Brochures (5-100 pack) $ 78.00 �► Ink cartridge for high-speed in-house printer $313.95 11x17 paper for seminar syllabus $ 75.00 Miscellaneous (postage & sundry) $ 50.00 Total Charges $516.95 ADDITIONAL ADVERTISING •'r Advertising in the Georgia, Florida, and North and South Carolina quarterly magazines $1,528.00 2. Most recent fiscal year balance sheet and profit and loss accounting statement. �+t Section 2 Financial Exhibits. F. FINANCIAL.GUARANTEES: Provide a copy of official minutes wherein the sponsoring organization approves the project and commits the organization to financial responsibility for carrying it out to the staff of completion contemplated in the application, should funding be 3 sr. t"'�'" � ,`$� �'xh°Nk'�'�' y-�ly�,� t h� ,� . � • j . .d. '�' � i �S-'& v t'��,�r1a y. approved. See Attachment #3, Board of Directors Resolution. F- individual provide the guarantee of a financially 2. If application is submitted by an .. ._ responsible sponsor. Does not apply. G. PRIOR RECIPIENT'S REPORT (If you received prior ATAC funds): 1. How did you use the funds? The $2,100 grant was used to pay the costs of printing and mailing announcements of the 1999 Annual Meeting and Seminars of The South Carolina Genealogical Society to the 6,000 individuals on the SCGS mailing list which includes genealogists located in Virginia, West Virginia, North Carolina, Alabama, Georgia, and Florida in addition to South Carolina residents. Included in the mailing was information on The Heritage Library, its services and facilities and visitor information about Hilton Head Island. y The $30,000 grant received in 2001 is being used to pay for operating expenses. When the funds were received in March, $7,500 was deposited in the general account to defray the occupancy costs for January, February and March. The balance was deposited in a separate interest bearing "Money j market" account and is being released to the general account at the rate of $2,333 per month. (See Sectio: 2-Exhibit 1.) The $5,000 received in 2002 grant was used to pay the costs of printing Library brochures and to help defray travel costs by Board members to three national genealogical group annual meetings. In addition, advertisements for the upcoming genealogical meeting to be held on Hilton Head in February 2003 have been developed and will appear in national genealogical journals and magazines in the fall months. The $25,000 grant received in 2002 is being used to pay for operating expenses. When the funds were received in March, $7,500 was deposited in the general account to defray the occupancy costs for January, February - - and March. The balance was deposited in a separate interest bearing Money Market account and is being released to the general account at the rate of $2,333 per month. T. 2. What impact did this have on your organization? 4r The major impact this year has been the scheduling of the National Genealogical Society regional meeting here on Hilton Head Island to be held February 14-16, 2003 at the Hilton Resort Hotel. The wide exposure this < meeting will provide will result in return visits by those persons who otherwise } would not have known of The Library's existence, some of whom, we hope, will t�. ,., become members of The Foundation and many who will "carry the word" to friends, guests and neighbors about Hilton Head's resources for `family t history" research and general Island hospitality. 3. Provide the previous two years and current year budgets. See Section 2 — Financial Exhibits. q 7 7- i^r. '. Pm tit 'r ✓ t) kkr ra r{ F 1. 7tt }.� M �e ttr,:i �' . i1�•�i.'� i' i 55 r f) 1u'�lt }`Y-%E p t t / - � r ttiaY+ ytr �4i 17 �r.Py7tr""� ��'f�'. (. {'�N�A�r�r i��+F n�•r ' ,j�g»yik'�d�'��.. �' .� �� i„ r Y�i�.�,'r'+4�F,1�; _ ;5::•�+�� h., d... .,... r� 'i _____— +�1"'d,, .-'._.. .. �f`-r srli�35 .h.•'71{�u.,..�._._:4�.� ; :. 4. Include the total annual funding you received each year since you applied. See above. H. ADDITIONAL COMMENTS: See ATAX Application No. l for further information on the Heritage Library. Signature Y SUBMITTED SEPTEMBER 19, 2002 7RESPE E.W. A staetter, President Sanee J. Ha an, Funds Development Chairman 1; I ,t j i 1 } `f Section Two Financial Information c Exhibits I:i 4 :�1 r s � � � F'�f.. M1 Jt civ _ *. • Yx C LIST OF FINANCIAL INFORMATION EXHIBITS ' Exhibit 1 (2 pages) — Fiscal Year 2003 Line Item Budget (with Comparison to FY2002 Original Budget and a Forecast revised to reflect eight months actual results for FY2002 and our best estimate for the remaining four months. Exhibit 2 (2 pages) — Profit and Loss Statement for Fiscal Year 2002 thru 31 August 2002. Exhibit 3 (2 pages) — Actual income and expenditures for Fiscal Year 2001 in budget format showing receipts and expenditures for both operations and capital. Exhibit 4 (2 pages) — Balance Sheet at 31 August 2002 Exhibit 5 (3 pages) — Balance Sheet Summary — Five Years ending December 31, 1997, 1998, 1999, 2000, and 2001. Exhibit 6 (1 page) — Statement of Income and Expenses — Five Years ending December 31, 1997, 19 9 2000 d 2001 1998, 9 > an 2 �ll ti r' i i t i --T -T ` ::. x aIe� l l t ai } l I 1 yT �? •1 I i g ,I i ¢sruzetx<?r: a ' I SECTION TWO - Exhibit 1 to Prepared by: F. W. Altsmcticr ATAC Application of Date: September 18, 2002 THE HERITAGE LIBRARY FOUNDATION, INC. FISCAL YEAR 2003 LINE ITEM BUDGET Budget and Business Plan Fiscal Year 2002 Fiscal Year 2002 Fiscal Year 2003 Operating and Capitals Budget for Fiscal Year 2003 .Original Budget Revised Budget - compared with Operating and Capital Budgets (As wnmaed w5+ Acbml a moa Budget Plan for Fiscal Year 2002 pdaryear Qr AAppinikn) Et.*W 4nnom Assumed growth in Foundation Membership 340 285 350 Estimated individual Visits to Ularary over Ore period 2700 2800 3000 RECEIPTS $ $ $ Opaa6p Revenue Menbm Dues 4,100 4,418 4,600 Library Operations 1,720 1,237 1,800 Spam setvioes 260 290 300 nfomatim Services ids LDS Matra n rental Ices received 3,135 2,597 1,600 PuUs1wgAdv.tw(new) 5/60 600 1,300 Irssstim Inane � 200 500 Anxral Resides/ Gab 7,500 7,300 7,500 Can Opetaft Revenue 17,295 16,642 17,600 Less Cod dOobaSaid lack LDS Moolk, mitalpad 2,077 1,609 1,568 Less kna Holiday Gala apersm - 3,000 3,000 3,500 Net Caw Receipts km0peaims 12,218 12,033 12,532 oesrNangperalirgi n 100 329 Told barns from operations - 12,318 12,362 12,532 Cash Coreaufors, Gift g Crain VaceiasasCash Dmrafaus 600 1,250 - 1,500 Arcual FuudsAppeal 12,500 15,000 16,000 BeOiinalyd Gam - 3,000 2,500 3,000 Town of IWATAC Grant One lorOperafurs. 30,000 25,000 30,000 Tan of HHl-ATAC GrardTwo for CmpMa 6 Cond. Tract 5,000 Grad from The Bargain Box. - - Grab fan UNICO 1,000 Grab ImmwwabWwawors' 5,000 5,000 51000 TOW Cub Carmroufar, Gish & Grat 52,100 53,750 55,500 lloncaelr Cantr6ritlors6gi46r ldrrd - Tolre 40ions ...6,000 - 3,208 4,000 Of UNW eryprret arra aft Aerne 1,200 1,920 1,000 ToWNaKawContributions 7,200 5,128 5,000 Tout Carol hm. g&agr.m 59,300 58,878 - 60,500 TOru RECEIPTS - 71,618 71,240 - - 73,032 SECTION TWO - Exhibit 1 to ATAC Application of TILE IIERITAGE LIBRARY FOUNDATION. INC. FISCAL YEAR 2003 LINE ITEM BUDGET Prepared by: E. W. Alistaciter Date: September 18, 2002 Budget and Business Plan Fiscal Year 2002 Fiscal Year 2002 Fiscal Year 2003 Original Budget Revised Budget Operating and Capitals Budget for Fiscal Year 2003 compared with Operating and Capital Budgets (As sub Mlled with Actual 8 mar/ Budget Plan for Fiscal Year 2002 prior yew Gram Applkallon) Estimated 4rtws Assumed growth in Foundation Membership 340 285 - 350 Estimated Individual Visits to Library over the period 2700 2800 3000 EXPENDITURES Operating Costs Professional tees 400 1,650 Oowpar yCosts 29,590 28,755 32,104 Printig, libiratiorps, etc. 1,900 2,890 3,iiu0 other sparse 6,523 10,174 11,840 Tont operating Costs 38,013 41,819 46,944 Capital Plan Acquisitions; using Fovndat" Cash - Boots 2,000 2,000 2,000 ElecbadcMeda 3,000 1,000 1,000 hsaorim onfidne 1,000 100 100 On-Linecomituaig SWAM 1,500 Ainnual cost moved to Ofher Expense Petiodols A panphiels- 300 300 600 Upgrades mconpeaNetwkarid syslerns 3,500 5,000 2,500 New and replacement Mot FlariMe R Futures, 1,150 1,200 TotalaWsitionstsigFoundagonCash 11,300 9,550 7,400 Acus hoes d wtecYau ma. idak 5n hind' By Foutdaim rmnbes 4,000 2,443 4,000 ByeonmarberIndividuals 2,000 600 2,000 '"Taalcdordionsmaleati-in kite 6,000 3,043 6,000 Aoglisitlats lOr FBIIiExa d Ettu pir ent- ContriEutiorts n ti d" Froin Foundation 800 28 600 Frac General PuCCc; 400 400 Total FumleaedEil erntnkid' 1,200 28 1,200 Tout nlJndaopukYax' 7,200 3,071 7,200 Total CapU Plan 18,500 12,621 14,600 ' Provision forlstQuarter2002Opw*vcah 11,000 Provision for lst Quarter moperati g Casts 11,486 Provision kir Lwe Metrbenhips - - 6,800 Frwisanfor Ad4gonstoMwesinentAccount 4,105 10,000 Tod Spam laralcom 15,105 16,800 11,488 TOTAL EXPENDITURES 71,618 71,2401 73,032 Page 20f2 i s dq +�L' t �`3;,�,. 8''S`�. c5� t i"s%75 �.�" �,�+ � � � � � p•�"' a�� I��}y,� pyfi., } ,r SECTION TWO - Exhibit 2 to PROFIT/LOSS Prepared by: E W Altstaetter ATAC Application of Fiscal Year 2002 Date: September 18, 2002 THE HERITAGE LIBRARY FOUNDATION, INC. Thru August 31, 2002 Item Amount Foundation Membership at August 31, 2002 271 Individual Visits to Library over the period 2220 RECEIPTS $ Operating Revenue { Members Dues 3,143 Library Operations 837 Special Services 160 Information Services Inds LDS Microfilm rental fees received 2,047 Investment Income 300 Annual Holiday Gala Gross Operating Revenue 6,487 Less Cost of Goods Sold inds LDS Microfilm rental paid 957 Less Annual Holiday Gala eVertses Net Cash Receipts from Operations 7,444 Other Non-Operaling Income Total Income from Operabons 7,444 Cash Conlribubons, Gifts & Grants Miscellaneous Cash Donations 1,043 Annual Funds Appeal 9,955 Dwignated Gifts 1,290 Town of HHI-ATAC Grant 19,739 Total Cash Comtributions, Gigs & Grants 3$027 N,)n-cash Contributions & gifts in kind To the Collections 1,449 Of Library u t and other items 1,278 Total Non-cash Contributions 2,727 Total Contrilwtions, gifts & grants 34,754 TOTAL RECEIPTS 42,196 { �r frrc ' t - V I,- � s (. 1 r • , Prµe 1 oft YF SECTION TWO - Exhibit 2 to PROAT/LOSS Prepared by: E W Altstaetter ATAC Application of Fiscal Year 2002 Date: September 16, 2002 TYC YC�ITIfI^_C t la ... Item I i 4'r y y,,r5�,=' r 11,110110- Amount Foundation Membership at August 31, 2002 271 Individual Visits to Library over the period 2220 EXPENDITURES Operating Costs Oavpancy Costs 18,935 Printing, Publications, etc. 1,739 Promotional expenses for NGS Conference February 2003 1,881 Other expense 7,891 Total Operating Costs 30,446 Capital Plan Acquisitions using Foundation Cash Books 923 Electronic Media incl Microfilm/Microfiche/Video-Audio Tapes 766 Periodicals & Pamphlets 248 Upgrades to Computer Network and Systems 3,174 New and replawment Office Furniture & Fixtures 1,161 Total acquisitions using Foundation Cash 6,272 Acquisitions of collections materials 'in kind' By Foundation members 1,095 By non-member individuals 355 Total Collections mabriais'in kind' 1,450 Acquismons urns re a Equipment- GontrMutions in luna From Foundation Members 1,178 From General Public Total Furniture 3 E ui t'in kind' 11178 Tolal'in kind' sibons' $628 Total Capital Plan 81900 TOTAL EXPENDITURES 39348 Net Gain for the Year to dale 2,862 ND, h.. . M . A.0 . R• NT'RN' �.r Y� SECTION TWO - Exhibit 3 to PROFIT/LOSS Prepared by: E W Anstaetter ATAC Application of Fiscal Year 2001- Date: September 18, 2002 -V, rip THE HERITAGE LIBRARY FOUNDATION INC i Item Amount Foundation Membership at December 31, 2001 241 Individual Visits to Library rhrou hout Fiscal Year 2001 2737 RECEIPTS $ Item Amount Foundation Membership at December 31, 2001 241 Individual Visits to Library rhrou hout Fiscal Year 2001 2737 RECEIPTS $ Operating Revenue Members Duo 4,465 Library Operations 1,559 Special Services 98 Information Services inds LDS Microfilm rental fees received 3,360 Investment Income 408 Annual Holiday Gala 6'480 Gross Operating Revenue 16,370 Less Cost of Goods Sold Inds LDS Microfilm rental 2,104 Less Annual Holiday Gala expenses 36 Net Cash Receipts from Operations 13,330 Other Non -Operating Income 14e Total Operating Revenue Income from Operations) 13,330 Cash Contributions, Gifts & Grants Miscellaneous Cash Donations 1,019 Annual Funds Appeal 16,484 Designated Gifts 375 Town of HHI-ATAC Grant 30,000 Hilton Head Island Foundation Grant 3,188 UNICO of HHl 7 11000 The Bargain Boz . 3,395 Heritage Classic Foundation 2,000 Total Cash Comtributions, Gifts & Grants 57,439 Non-cash Contributions & gifts in kind r ; Contribution of Securities 706 To the Collections 12,475 Of Libra r y equipmerit and other items 91113 Total Non-cash Contributions 14,154 Total Contributions gifts & grants 71,603 TOTAL RECEIPTS 84,933 ilt 14e i I i P�elof2 r ; i _ Aur4 li i k rf - �:Z Fi.WeNi�. •. '. M. Y ., • ' !- � H4 N.J S ... �r J.�F f.. ', SECTION TWO - Exhibit 3 to PROFIT/LOSS Prepared by: E W Allstaelter ATAC Application of Fiscal Year 2001 Date: September 18, 2002 THE HERITAGE LI11KAKY FVUNUAI 1V2 ,n,... Amount Item Foundation Membership at December 31. 2001 241 Individual Visits to Library rhrou hout Fiscal Year 2001 2737 EXPENDITURES Operating Costs 29,332 Occupancy Costs 1,305 Printing, Publications, etc. 5,109 Other expense 35,745 Total Operating Costs Capital Plan Acquisitions using Foundation Cash 1,110 Books Electronic Media ind MicrofilmlMicrofichelVideo-Aud'io Tapes 1,150 Periodicals & Pamphlets 463 Upgrades to Computer Network and Systems 5,175 New and replacement Office Furniture & Fixtures 76 Total uisitions using Found3bon Cash 100,,4476 Acquisitions of collections rnaterials'in kind' By Foundation members 4,449 7,965 B non-memberindividuels . 12.434 Total Colections materials 'in kind' i re qutprnen - Con s In n - 620 From Foundation Members 115 From General Public 935 Total Furniture & Equipment. in kind' 13,369 Total In kind' isitions' 36,279 Total Capital Platt Special Provisions 5,377 Provision for 1st Quarter 2002 Operating Costs ProVl3lon for Ufa Memberships 7,532 Additions to investment Account 12.908 Total Provisions; 84,933 TOTAL EXPENDITURES SECTION TWO -EXHIBIT 4 TO Prepared by: E W Altstaetter Date: September 18, 2002 ATAC Application of The Heritage Library Foundation, Inc. j Balance Sheet As of August 31, 2002 Amount Item ASSETS $ Current Assets Cash/GheckinglSavings 55 Cash on Hand - Book Store Register r 1,609 Petty Cash Total Cash on Hand 1'664 Checking -1 st Union 1.043 Regular Checking -1st Union 1 043 Total Checking -1st Union 14,365 Investments - A G Edwards Funds Operation Account 6,400 Life Membership Dues Endowment Account 12,511 Total Investments -A G Edwards Funds 33,2 76 OB Merchant Bankcard Account — 51 051 Total Checking/Savings Other Current Assets 834 Book Store Inventory - Books S Research Guides Computer Supplies 140 ' Lapel Pins 420 Total Book Store Inventory 1,394 Office Supplies -- 2'051 Total Other Current Assets 3,445 Total Current Assets 3-9'47= Fixed Assets 74,555 Library Collections - Books 320 Maps Electronic Media 10,423 CD-ROMs 620 Video Tape 11,043 Total Electrons Media r Film Media Microfilm 6,233 Microfiche 830 Total Film Media 7'063 Periodicals 6 Pamphlets 4,847 263 Unpublished works 35 Library Collections - Other �� S Total Library Collections Office Funiture S Fixtures ' Computer Systems Hardware 24'709 1a Software 5,489 Total Computer Systems__30'1 71x' OficeEquipment 7 Other office equipment 15,593 Furniture 18'736 q , 1,706 Kitchen Equipment & Supplies 66 233 Total Office Fundure 6 Fixtures Total Fixed Assets 164,359 ` 203,838 TOTAL ASSETS • Page.1 of 2 . t Y 1�tr1,. 1 li � YL.ttMn, fi» "tF � Xi ft �rt � u 1 i -. ¢srrrs•• Item Amount ;s SECTION TWO - EXHIBIT 4 TO Prepared by: E W Attstaetter ATAC Application of Date: September 18, 2002 i The Heritage Library Foundation, Inc. Balance Sheet As of August 31, 2002 Item Amount LIABILITIES & EQUITY $ Liabilities Current Liabilities Accounts Payable Corp of the President (LDS) 9 Credit Cards - CITIBANK Mastercard 90 Restricted Funds - ATAC/Tn of HHI Grant 7,833 Total Liabilities 7,932 Equity Retained Earnings 186,368 Net Income 9,538 Total Equity 195.906 TOTAL LIABILITIES & EQUITY 203,838 E �Y 4 } J. Page 2 r,;tPkrt� i , Z. !! } �!1 tT3 > },�1t]{'v'i ",(^'� ck, 54�k1 C, 3 k SECTION TWO - Exhibit 5 to .,, yr.,. •--e, rrq ATAC Application of The Heritage Library Foundation, Inc. Prepared by: E W. Aftstaetter Balance Sheet Summary - Five Years ending December 31, 01/2312002 1997, 1998, 1999, 2000, & 2001 - Dec 31, 97 Dec 31, 99 Dec 31, 99 Dec 31, 00 Dec 31, 01 ASSETS Current Assels Checking/Savings Cash Cash on Hand Undeposfted Funds 0 0 240 0 0 Book Store Cash 0 0 53 55 111 Petty Cash 0 0 0 138 1,441 , Total Cash on Hand 0 0 293 193 1,552 Cash in Banks Checking -1st Union - Regular Checking -1st Union 927 2,359 6,006 2.818 8,185 Total Checking -1st Union 927 .2,359 6,006 2,818 8,185 ' Investments -AG Edwards Funds Operation Account 6,267 3,651 467 102 10,765 Special Purpose Account 0 0 2,325 0 0 Endowment Account - 0 0��2,075 2,579. 10,111 Total Investments - A O Edwards Funds 6,267 3,651 4,667 2,681 20,876 C Total Cash In Banks 7,194 6,010- 10,873 5,499 29,061 Total Cash 7,194 ��,010 11,166 5,692 30,613 Total CbeckkglSavklgs - _ 7,194 6,010 11,168 5,692 30,613 . Accounts Receivable Accounts Receivable 0 0 129 0 0 Total Accounts Receivable - 0 0 129 0 0 Otim Current Assets / ? - Other Current Assets .y/ p Securitles4ther 1,313 0 0. 0 0 Book Store Inventory ' - Books i Research Guides 0 229 685 344 555 Computer Supplies 0 130 130.. 130 140 I! { : Lapel Pins- 0 0 ". 230. 224 420 - r i Total Book Store Inventory 0.. 359 1;025 698 1,115 - .. ' i X! I Donated Nefor Auction` ms Office Supplies- _ 0 775 0 1,251 0.' - 1,748 161 1,748 0 - 1,931 . t I Prepaid Expenses Vendor Credit Balances 0 '16 16. 0.0 ri Total Prepaid Expenses 0 -16 18 .0 0 i Total Othar Current Assets ..2,058.. _. 1,828 2,789' 2,627 3,046 ` Total Other CurrentAssets. .2088 1,828 2789 2,6'27 3,096 .Total Current Assets - 9,282 7836 - 14084 - 8,319' 33,659 it P4ge.1�of3 f 79Y < 4 - ::�� . L Dee 319 9797 Dec 11, 90 Dec 31, 99 Dec 31, 00 Dec 11, 01,I Fixed Assets Library Collections r Books 28,407 47,696 57,607 62,459 72,506 , -, Maps 0 0 0 0 320 Electronic Media : CD-ROMs 2,039 4,870 6,686 8,835 9,980 . _ Video Tape 70 70 90 120 155 Total Electronic Media 2,109 4,940 6,776 8,955 10,135 - Film Media - Microfikn 1,054 3,473 4,956 5,315 6,063 Microfiche 30 762 792 792 792 Total Filen Media 1,084 4,235 5,748 6,107 6,855 - Periodicals B Pamphlets 464 769 1,016 1,771 4,595 Unpublished works 0 140 140 234 263 Library Collections -Other 0 20 20 20 20 Total Library Collections 32,064 57,800 71,307 79,546 94,694 Office Funiture & Fixtures _ Computer Systems Hardware 3,097 8,378 12,705 13,886 18,645 Software 832 1,371 1,991 3,052 4,325 _ Computer Systems-Other 0 0 146 146 146 Total Computer Systems 3,929 9,749 14,842 17,084 23,116 Other Office Equipment 793 10,146 10,279 14,904 15,522 - Furniture 1,752 4,777 11,446 16,180 18,219 } Kitchen Equipment dSupplies 0 0 1,167 1,218 1,218 Total Office Funiture d Fixtures - 6,474 24,672 37,734 _ 49,386 58,075 Total Fixed Assets 38,538 82,472 109,041 128,932 152,769 TOTAL ASSETS 47,020 00,100 - 121,120 _t ,201 100,420 " LIABILITIES t EQUITY Liabilities Current Liabilities Accounts Payable Corp of the President (LDS) 0 0 0 0 0 Accounts Payable-Other - i 0 0 0 0 0 _ Total Accounts Payable 0 - 0 0 0 0 Total Accounts Payable 0 0 0 0 0 Other Current Liabilities Restricted Funds Special Purpose Usage .. _ Library Furniture 0 338 0 0 0 pp PC Media Purchases 0. p 60 60 60 ``yt4a To2alSpecial Purpose Usage 0. 338 60 60 60 Grants Received. Friends of Si Patrick � i 1999 Irish Omni : 0 � 0 .' I,ODO 0 0 i Total Frlends of St Patrick - v Total Grants Received 0 0 0 - 1,000 0 0 . 0 . ,. 1,000 0_ 0 '. :Total Restikted Funds a 0 338 '. ' 1,050 60 60 f r Page 2 of 3 {at��eAt�{y"d4.4�'fi t'�a Y A i �'�ti.f- ata x-i§°�F3 sail"•' 4 r ! - .,.h1v.?°i Z..7y� '., r yuG� Total Other Current Liabilities Total Current Liabilities Total Liabilities Equity Equity Retained Earnings ' Nwf Inr,vnw Dec 31, 97 Dec 31, 97 � Dec 31, 99 Dec 31, 00 Dec 31, 01 0 0 338 1,060 60 60 0 338 1,060 60 60 0 0 0 0 0 0 A7 a:n 47,820. A10Sn 89,769 a7'Joc 122,065 151— 137,179 —I.. SECTION TWO - Exhibit 6 to , . ATAC Application of '+ •,._ ��., The Heritage Library Foundation, Inc. Prepared by: E Waltstaetter Income & Expenses - Five Years ending December 31, 0112312002 1997, 1998, 1999, 2000, & 2001 Dec=1, 91 Dec Dec�1,99 Dec 31, 00 Dec 31, 01 Ordinary IncomNExpense Income Members Dues 4,035 3,465 5,450 6,665 4,465 Library Operations 41 1,225 1,948 1,369 1,559 .� Web Pages 0 0 0 65 0 .g Special Services 0 0 0 328 98 Information Services 24 1,532 3,752 1,963 3,360 - Investment Income 67 299 515 387 408 TvmHHI ATAC Grant 0 0 0 0 30,000 Other Source Income 0 0 12,163 10,653 6,480 Release of Restricted Funds 0 0 � 2,478 0 0 Total income 4,167 6,521 26,306 21,430 46,370 Cost of Goods Sol - Cost of Goods Sold 85 552 2,852 1,464 2,104 Total COGS 85 552 2,852 1,464 2,104 Gross Profit 4,082 5,969 23,454 19,966 44,266 Expense Professional Fees 125 210 125 0 0 Occupancy Costs 1,519 12,479 19,419 28,834 20,332 Printing, Publications, etc. 210 177 760 1,883 1,305 Otherexpense 1,708 1,676 5,559 5,077 5,061 Special Events Expenses 0 0 9,493 8,669 936 Total Expense 3,562 14,542 35,356 44,463 36,633 Net Ordinary Income 520 8,573 -11,902 -24,497 7,632 i OtherincomelExpense - / Other income Miscellaneous Cash Donations 8,200 6,166 12,262 - 1,639 1,019 Jt/ Annual Fund Appeal 0 0 0 11,078 16,485 Special Purpose Cash 0 0 2,325 1,328 375 Endowment Funds 0 0 1,150 2,ODO 0 . Grants in Cash Received' - 0 10,850 0 6,400. 9.561 . , c Securities Contributions 1,313 6,042 4,508. 3,048. 706 Collections 0 0 - 13,712 _ 6,386 12,475. General Purpose 37,788 27,475 10,966 7,744 983 its Other NomOperathig Income 0 0 0 0 _ 0 Total Other Income 47,301 - 50,523 M,921 39,623 41,604 , w DOW Expense 0 723 0 47 Other Non4perating Expenses 01 Total Other Expense - 0 -0 723 0 47 {tr Net Other Income 47,301 ': 501523 44,198 39,623 - 41,557 Y 47,821 41,960 49.18. ,� •• Nethxome Pape 1 of 1 """`"'��y; rr' q3 a w- � M� r,�'r `�• { �. � � ��a "�� A'i'r �r��f�� r i Attachments 1. Board Resolution 2. Brochure for Upcoming NGS meeting to be held on Hilton Head Island February 14-16,2003. 3. Pricing for Itemized Budget items C f` :-. b� l� pp c� 4� The Heritage Library ATAX Grant Application #2 . 4 �9/19/02r<' Attachment #1 THE HERITAGE LIBRARY FOUNDATION, INC. Suite 300 - The Courtyard Building .•g..--'.,r' Hilton Head Island, SC 299284640 RESOLUTION BE IT RESOLVED THAT by the Board of Directors of the Heritage Library Foundation, Inc.: WHEREAS, The Board of Directors seeks funding from outside community resources; and WHEREAS, The Board of. Directors has approved and appointed a Financial Development Committee; and WHEREAS, the Chairman of the Financial Development Committee is hereby appointed to act as the representative of this Board on its behalf in the writing and submission of all grant applications; . NOW, THEREFORE, the Heritage Library Foi>iidation, Inc duly authorizes and appoints Sandee Hanahan, Chairman of the Financial Development Committee to act as its Trw�ee in grant writing, grant applications and grant application submission. DATED this I Ph day of September 2002. Signed: 1 , E. W. Altstaetter, President ' Signed: C . l� G. Norma Harberger, Secretary SEAL r a,,* 3 R ,� 4d h 4,}.r$•'f r p a a@ s r fi � s �' nt k5, i 2 1 1' {j y' MtN STAY AT THE 11:45-1:15P.m. LUNCHEON Ch z CD Hilton Resort rBeachfront in Palmetto Dunes 1:30-2:30p.m. IA :g C r- Hilton Head Island SC 29928 S-5 Shelia Benedict, CORS'" g I - , -42 Newspaper Research Beyond Obituaries -,a N Space Is Limited, So Act Today. S-6 Cyndl Howells 1. In gip'; z'Wa i Evatuatifig Web Sites 1�1!io aU,14" 3:00-4:0 P S-7 :h*lla Benedict, capts'm so ciet Collecting, Recording, and Evaluating Data mctc (703) 4 S-8 Cyridl H.w.11. Conquering Internet Search Engines i' ant. quet reservation enclosed www.ngsgen &I 7. 0 2XI 0: C14 7'== SATURDAY, 15 February 2003 Hilton Head Island, 8:00-9:00 A... RzoisTRAnoN South Carolina < 9:00-10:00 A.M. 15 February 2003 S-1 Shelia Benedict, CORP" The Importance of Collateral Research LOCAL HOST S-2 Cyndl Howells The Heritage Library. E-mail., How to Communicate Easily and Effectively with the World V. SOCIETY 10:30-11:30 A.N. S-3 Sheila Benedict, CORS'" THE BANQUET IS Learn to Love Maps, County Histories, and City Directories FRIDAY 14 February 2003 S-4 Cyndl Howells The World Wide Web—Ault Surfing and Start Researching MtN STAY AT THE 11:45-1:15P.m. LUNCHEON Ch z CD Hilton Resort rBeachfront in Palmetto Dunes 1:30-2:30p.m. IA :g C r- Hilton Head Island SC 29928 S-5 Shelia Benedict, CORS'" g I - , -42 Newspaper Research Beyond Obituaries -,a N Space Is Limited, So Act Today. S-6 Cyndl Howells 1. In gip'; z'Wa i Evatuatifig Web Sites 1�1!io aU,14" 3:00-4:0 P S-7 :h*lla Benedict, capts'm so ciet Collecting, Recording, and Evaluating Data mctc (703) 4 S-8 Cyridl H.w.11. Conquering Internet Search Engines i' ant. quet reservation enclosed www.ngsgen &I L] 7'== L] •cs:R.xr •+ Sheila Benedict CGRSSM Sheiln Benedict is a Certified Genealogical Record Specialist (Was"') full-time genealogical and historical researcher, and regular lecturer at NGS and FIGS national conferences. As an ,associate faculty member at Allan Hancock College, she teaches and specializes in research methodology, oral history, and California research. With a B.A. and postgraduate studies in iistory and humanities, Sheila pursued her interest in genealogy, completingcertifi- ate courses in Advanced Methodology and Irish Studies at Samford University and JIGR, as well as the NCS American Genealogy: A Basic Course. She is an NGS and _SGA Board Member; and past -officer of GSG and APG. Cyndi Howells iS Cyndi is the owner and "webmaster" of Cyndi s List of 3 Genealogy Sites on the Internet, an award-winning web site that f receives more than two million visits each month. She has ` (, aug thored numerous articles and two best-selling books for £ genealogy online. A popular lecturer, Cyndi has appeared on ABC Nems, NBC News, and was featured in articles on genealogy in Tinte, Nvwr week, and USA Today. Cyndi is a member of the NGS Board of °!' Directors and is an active member of the Tacomn-Pierce County Genealogy Society in Washington state. .')a,- NGS MEMBERSHIP �i The NGS Regional Conference will be - I I I If you wish to loin NGS et.lhls lime•you may register at land, on Saturday, 19 October 2002. I the NGS member rate. .')a,- NGS MEMBERSHIP �i The NGS Regional Conference will be I NGS Member # held at the Hilton Hotel, Hilton , Mary- I If you wish to loin NGS et.lhls lime•you may register at land, on Saturday, 19 October 2002. I the NGS member rate. NGS will host a luncheon at 11:45 A.M. I NGS Membership $50.00 $ at the Hilton Hotel at a cost of $19.00. I Family $60.00 $ Additional family member: YouRYouR A�ESS °n 1 -•% •'{i I Name 1 Address .b Hihon Cot hxuIlaCit Ea �'•: i Y }"�' : ��. •' %g, I State ZlpCode .•-_. .•_•.. I Phone No. DCp.ov ...® i E-mail Hotel Information 1 .,.,,..�,,,,,,.,,,aCONFERENCE FEES 1 one registration perform. A limited number of guest rooms have I Photoceples are acceptable. been set aside at the Hilton Resort in I Registration Fee Hilton Head Island, SC 29928. I NGS Member $40.00 $ Conference attendees may register ister at Nonmember $50.00 $ Saturday Luncheon $19.00 $ the special rate of $109,00 per night single/ I TOTAL $ double (plus tax). To reserve a room, please register di- Check ❑ MasterCard U Visa U rectly with the Hilton Resort I Card No. phone: (843)842-8000. I I Expiration Date Cancellation Policy I I Signature Cancellations received before 28 Dec. ember 2003 will be subject to a $25.00 per I person processing fee. Please Nebf Cnnrirmallon rer:!pts will not be sent. i Your No refunds are possible aftertha:date. I uneeuedrneekoraed':urdaeNnsyowreceipt. d I Send to NGS I ,}� 5 j rciety, hone: fv 1 holds t Cen- onsin. .com. Ids its •ginia. nwick ton to '16525 s2002 Salem ecture ;truck. series: 'esents jond," I oi t -(rs. mail: is 27th , Geor- e-mail: r.com/ its An- .onfer- R 11• 26 Riley County (Kansas) Genealogical Society holds its fall seminarat Pottorf Hall, Cico Parkin Manhattan, Kansas. Send SASE to RCGS, c/o Seminar Chairman, 2005 Ciaflin Rd, Manhattan, KS 66502-3415; web site: www.rileycgs.com. 27- NGS Research Trip to London, England. Space on 2 Nov this trip is limited. Call NGS at (703) 525-0050 or visit the NGS web site: www.ngsgenealogy.org. November 9 NGS Regional Conference, Columbus, Ohio. Sheila Benedict, ccits, and Cyndi Howellsare the featured dpeakers. Call NGS at (703) 525-0050 or visit the NGS web site: www.ngsgenealogy.org. 6-9 New England Regional Genealogical Confer- ence holds its Seventh Annual Conference "New England—America's Melting Pot," at Sea Crest Resort, North Falmouth, Cape Cod, Massachu- setts. Contact, ENG, PO Box 922, South Harwich, MA 02661; e-mail:cranber@attbi.com; web site: www.rootsweb.com/-manergc. 15-16 Florida State Genealogical Conference holds its 26th annual conference at the Hilton St. Peters- burg Hotel, St Petersburg, Florida. Contact Ann Staley, P.O. Box 441364, Jacksonville, FL 32222; e- mail: astaley®fdn.com; web 'site: www.rootsweb.com/-nsgs. 16 NGS Board Meeting, Arlington, Virginia 2003 January 17-15 GENTECH2O03with host Arizona Genealogical Computer Interest Group at Phoenix Civic Plaza, Phoenix, Arizona. web site: http://agcig•org/ gt03/ 19-26 2003 NGS Research Trip to Salt Lake City, Utah Call NGS at (703) 525-0050 or visit the NGS web site: www.ngsgenealogy.org. 2003 NGS Research. Trip t0 Salt Lake City Sunday 19 January 2003 to Sunday 26 January 2003 Space is limited, so register early This is one research trip You won't want to miss! 1e ' February Au. For National 1 Dallas Genealogical Society holds itsLectureSe- -,e Ci ries. The speaker is John T. Humphrey. For more < Genealogical ety o information on the lecture series: www.dallas >gistra- ._g�eneal�yorg Society As-:: i• 14-16 NGS Regional Conference 452717th St. North its 20th Hilton Head Island, South Carolina. Sheila Arlington, VA 22207-2399 at the Benedict, ccits, and Cyndi Howells are the fea- Phone (800) 473-0060 t, I be fea- tured speakers. Call NGS at (703) 525 0050 or Fax: (703) 525-0052 1r visit the NGS web site:www.ngsgeneaI gy.org. L WW.1IgSgCnealq f,Org i eking n when March tA y. Con- 22 Sonoma County Genealogical Society holds itspril illle,NJ 11thannual spring seminar atThe Cooperidgeat 5 Dallas Genealogical Society holds its Lecture t'( Sonoma State University in Ro Li hnert Park. This is Series. The speaker is Barbara Vines Little, cc. For f d a change from our usual facilities.Sharon more information on the lecture series: �`•; DeBartolo Carmack, cc, FUG, will resent an all- www.dallasgenealogy.org. Z, are the p (150 or day seminar on Family History. Contact Lois Nimmo, phone: (707) 537-1684; e-mail: May org. LoisNini ol.com; website: www.rootsweb.com 28-31 NGS 2003 Conference in the States /-cascgs/carmack.htm. Pittsburgh, Pennsylvania It 2002 National Genealogical Society—July/August 2002 235 ug77,N% Elite - Tri -Fold Brochures, 100/pack Back Add-dea19LLl2S.GLaRb-CA Product 39081 - Number: Description: 28 lb, Scored for easy folding, 8.5' x 11' sheet Templates: Free downloadable templates for Geographies products are attallaWeJn 0Jub.Geo. List Price: $13.59 Availability: In Stock Purchase. ® 0 Online: Dealers: A variety of Geographies products are available at many ane retailers and office product suppliers such as Office Depot, Business Depot (Canada), Grand & Toy, Wal -mart, The Image Shop, Viking Office Products, Boise Cascade Office Products, OlficeMax, Fred Meyer, Idkhael's, and more. Cant find the Rom you want at your favorite store? Try a printable PLQdaFJ:reglleeLlellel: .Jq Related Nems: Postcards- Mai)IDgJAhals Lestetiteed Lette Business Cards Business Cards Tri Brochures -Fold ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION Name of Project: The Heritage Library Sponsor's Name: The Heritage Library Foundation, Inc. Address: 32 Office Park Road, Suite 300 Hilton Head Island, SC 299284640 Telephone: 843/686-6560 Contact Persons: E.W. Altstaetter Vice President and Treasurer 115 Fort Walker Drive Hilton Head Island 843/689-9558 (home) 843/686-6560 (office) Email: bill@heritagelib.org Sandee J. Hanahan Funds Development Chairperson 14 Branford Lane i Hilton Head Island 843/689-2604 (home) 843/686-6560 (office) Email: Sandeehanahan@aol.com j s � J }y' � Amount of funds requested smgle yeaeSit,- Thirty Thousand Dollars ($30,000) ' Date of Application: C; r September 19, 2002 .: rc:r,a jtr '4 ""Ns W . V, r" C 0 C B. ACCOMMODATIONS TAX ADVISORY COMMITTEE TOWN OF HILTON HEAD ISLAND, SOUTH CAROLINA ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION RE C IY c For Office Use On] Date Received: Time Received: By: (Applications will not be accepted if submitted after 4:00 P.M. on September 20, 2002) Date: 9/15/02 Total Project Cost: --122,-0_00 Total Amount Requested: $30.000 SUBMIT 15 COMPLETE COPIES OF APPLICATION ANSWERS MUST BE TYPEWRITTEN PROJECT NAME: The Heritage Library ORGANIZATION: The Heritage Library Foundation Inc Sponsor Name: E.W. Altstaetter Title: President Contact Address: 32 Office Park Road, #300 The Courtyard Building Hilton Head Is., SC 299284640 Contact Phone: 843-689-2604 Contact Name: Sandee Hanahan Title: Funds Development Chairperson Sponsor Address: 14 Branford Lane Hilton Head Island SC 29926-2250 Sponsor Phone: 843-689-2604 DESCRIPTION OF PROJECT 1. General Description. Annual operation and maintenanceof The Heritage Library by The Heritage Library Foundation; Inc:-fornLkdn yeai:2003.:The'Foundadon exists to promote the study and preservation of historyand genealogy in the southeastern United States. To this end, the Foundation's 11 -member Board) of Directors operates and supports The Heritage Library (seeAuaclrment *l;- sting of OPers and Directors)`on Hilton Head Island, operates' outreach programs to supporu the efforts of similar cultural organkations, provides educational 'I g -o - programs for schools, individuals and groups interested in history, culture and .. •y , 'l genealogy, provides publishing facilities for local authors, and provides materials and lecturers to schools to enhance their history curriculum. The Library is Ogen to the general Public without charge a minimum of thirty hours each week. Staffed entirely by volunteers trained in genealogical and historical research The Heritage Library serves the visitors and residents of the Town of Hilton Head Island and the Lowcountry providing a cultural facility and services unparalleled in the southeastern United States. Grant funds will be used to support this on-going project. Outside of ATAX funding and other foundation grants for equipment, funds are obtained primarily from the membership through annual dues and generous giving of cash, securities, services and materials. In addition, our volunteer hours provide the same level of service as sin full-time paid professionals resulting in a $127,000 savings to the Foundation. A moderate level of funding comes from normal library services such as: copy fees, rental or sale of microfilm, and bookstore proceeds (which doubled during the past year). The Foundation seeks funding from members and local merchants through its Annual Operating Fund Appeal, Appeal to Local Businesses and an annual Gala and Silent Auction (see Section D., No. 2 for event results). 2. If arts/cultural activity, give specific description of project (attach additional sheets if needed). Specializing in the study and investigation of family ancestors and related historical, economic and geographic subjects The Heritage Library is operated by The Heritage Library Foundation, Inc. in rented facilities located on the third floor of The Courtyard Building in Hilton Head Island, SC. The Library is supported by The Heritage Library Foundation, Inc., a 501(c) (3) charitable corporation organized under the laws of The State of South Carolina for that purpose. The Heritage Library is devoted to the study and preservation of history and genealogy. It provides researchers with the tools to study their history, �J ancestry and culture. While we do have extensive holdings of South Carolina material, those resources make up only ten percent of the library. Since visitors and members hail from all states and several foreign countries our collection is as varied as our members. The Library holds thousands of books, hundreds of rolls of microfilm, thousands of microfiche, and hundreds of CD-ROM databases to ,gy . assist the researcher. The member -donated collection, along with the network of computers and microform readers make the Heritage Library one of the most comprehensive in the region. y, The Library acts to preserve a wide array of data used in the study and search for family ancestors and related historical information. Utilization of the Library has increased each year since its opening. In our five years of existence our usage has grown significantly -- from 287 individuals using the library In 1997 to nearly- 3,000 in the last 12 months:'Most public libraries with "family history collections" _ .. and many "genealogy .libraries" limit: their collections to the area of their immediate location or to the surrounding Counties or States. Many state.. °. legislatures are voting to close access to public records. This closure makes our i collection of vital records an invaluable resource to the family"history investigator. 2 ., . ♦.1r f Our wide geographical, indeed international focus distinguishes The Heritage Library from archives and libraries in South Carolina and Georgia. The Library coordinates on a regular basis with the following groups, many of whom use our facilities for events and meetings—the SC State Genealogical Society, UNICO, Hilton Head Island Genealogical Society, Life Purposes Foundation, Native Islander Gullah Festival Committee, Hilton Head Island Historical Society, DAR, SAR, Magna Charta Society, Cub Scouts, Deep Well, Orchestra League, Home School Association and others. In 2002 we developed a publishing arm to our Library's family tree. This effort not only produces income, but further gets our name "out in front" as publisher of certain books, pamphlets and periodicals. To date this effort has resulted in the production and sale of the autobiography of Leo George Roell of Hilton Head, titled "The Life Story of a Happy Man". We are currently working on two other projects. In conjunction with the Hilton Head Historical Society we have issued a reprinting of "Hilton Head Island in the Civil War" by Robert Crane. Two additional books are in production, one a reissue of an out -of -print history, and the second an autobiography by a new author. These are scheduled for release in 2003 together with an additional run of "Hilton Head Island in the Civil War': 3. Impact on or Benefit to Tourism (if requirad under the law). The major impact of the C$5,000 grant was to demonstrate to the NGS national staff the serious commitment of The Heritage Library, its volunteer staff and the people of Hilton Head Island to insure the success of the NGS Conference if they were to bring it to our Island. Library volunteers traveling to other regional and national meetings in 2002 in Virginia, Wisconsin, and California have carried the message of the recreational facilities and life-style of Hilton Head Island and its historical significance to new markets of potential visitors. The impact of the $25,000 grant and the $30,000 J grant the previous year was to provide a secure base for the ongoing development r� of the Library. Donors have more willingly placed their valuable work and life - _. long collections of genealogical books and papers in our library, confident that The Heritage Library will be here well into the future. The support for occupancy costs has permitted the Library to focus its outside fund raising efforts on funding improvements in the collection. Combining our physical collections with digitized F" databases The Heritage Library now has available to Hilton Head's visitors and v citizens the equivalent of a 50,000 volume library. ' The Heritage Library maintains a website (www.heritagelib.org) which provides information about Hilton Head Island, the Library and has a Calendar of Events about upcoming g Library. p g pro tams at the Libra In addition the website contains our _: on-line catalog of beaks and materials available to the researcher at our facility, ;t with links to area accommodations and restaurants. In recent history, the website has recorded 50,000 to 90,000 hits per month (see Attachment #2 -Growth of1mernet ; . Traffic). A link to our site is on several -websites including, but not limited to, the State Chamber of Commerce, Island Packet, Cyndl's Genealogy list, FGS, NGS, Genealogical Libraries in America and'others. In -addition, our events have been i 3 ��1 t 2r�1 yti�r nh-�Yti,k�i4� r "' �'P 5l`. t t r '5ti R 'sic .r,�,y.. Posted on the Calendars of the two largest national genealogical societies, the + y� Federation of Genealogical Societies and the National Genealogical Society websites. In house studies indicate 85% of our researchers are studying ancestors not from South Carolina. Visitors and guests seek out the Heritage Library's superior genealogical research facility because it equals that found only in much larger cities. The Library mails a quarterly newsleCter full of genealogical and historical articles which also lists upcoming events at the Library to a mailing list of over 900 both national and international (to conserve space and not add bulk to the application, this item will be provided upon request). Public relations are maintained on an on-going basis, brochures are provided at the Weicome Centers, Chamber Of Commerce, area hotels and the public library. The cooperative spirit of our relationship with the Beaufort County Public Library has resulted in referrals to our facility of many Island visitors who are interested in a genealogical collection. Information on the Heritage Library appears regularly in The Island Packet, Island Events, Where To Go on Hilton Head Island and the Best Read Guide. Our events are calendared on the Chamber of Commerce Calendar of Events and also appear in the previously mentioned guidebooks. Press releases pertaining to upcoming and/or ongoing events are sent to local press on a regular basis (See Application Attachment #3 for a sampling ofjustafewarticles).Asignificant amount Cof visitor traffic is a direct result of this public relations effort. The Heritage Library offers island visitors an alternative to sports and adds to the list of Things to Do and See on a visitor's itinerary. Further, our sign-in book provided for both members and visitors indicates 35% of our traffic are non- Beaufort County residents either tourists or part-time residents from out of state or out of the county. (Again, to conserve space and not add bulk to the application, this item will be provided upon request). We expect this trend to continue as tourists f to the Island are better informed, via our upcoming national meeting and advertisements, of our facility and our extensive collection of materials. .....,-Alf...:.: - A 1998 ATAX grant provided funds to advertise the three-day State Genealogical Society Fall Workshop sponsored by the Heritage Library in 1999 that broadened the base and scope of the Library and brought in excess of 100 tourists for two overnight stays during the seminar. A stated objective for 2002 was the capture of a major "nationally recognized" genealogical event for Hilton Head Island. This was achieved in March of 2002 (see Application Attachment #4) with the National Genealogical SocEet g y (NGS), headquartered in Richmond, Virginia agreeing to r � hold a NGS RegiouM Conference on Hilion Head Island at The Hilton Resort, 'i'• Beachfront In Palmetto Dunes, Friday and Saturday, February 14 and 15, 2003. 0 The Heritage Library will be the official "host" for this event and will offer {r, extended hours for research at the library throughout the week leading up to the ;?. event. In addition, we have secured and planned for an additional day of speakers from the SC Department of Archives and History:making this a 3-day event. Library volunteers will be assisting the staff of the NGS during this event which typically draws 300-1500 attendees. 4 I � �• :; ..FJ,^x, 4 4. Duration of Project. Starting date: January 1, 2003 Completion: December 31, 2003. 5. Permits. The Heritage Library annually obtains a Town Business License and a permit to solicit funds from the Office of Secretary of State of South Carolina. 6. Additional Comments. See Attachments. 10�;UIQI7 061 1. Source of funds. Internal- from Library Operations. The Library charges for normal library services to patrons such as making copies of selected information. It earns an additional amount from the rental or sale of microfilm. It operates a bookstore, which generates income from the sale of research guides, forms and books. The Heritage Library Foundation. Membership dues and donations from individual members help to fund the Heritage Library Foundation. The entire annual budget of the Foundation is devoted to funding The Heritage Library. External. The Foundation regularly appeals for funding from the general public, local businesses, other charitable foundations, civic organizations, and governmental units. See answer to #2, below for details. 2. Have you requested funding from other sources or organizations for this project? Yes x No If so, list sources and amounts. Since it's inception in July 1997, The Heritage Library Foundation has augmented the contributions of Foundation members by requesting funds from the following: In 1997 from: The Hilton Head Foundation - $10,850, awarded in January 1998 for the purchase of a Microform Reader/Printer and research materials covering African-American subjects. In 1998 from: The Town of Hilton Head Island from Accommodations Tax Funds - $2,100. awarded in 1999 for publicity relating to the Annual Meeting and Seminars of The South Carolina Genealogical Society hosted by The Foundation and held in The Library in October 1999. Reported as income in the line item Income - SCGS Annual Meeting end Seminar. In 1999 and 2000 from Lighthouse Financial Corporation - $500 for Speaker's Honorarium and, The Westin Resort - overnight accommodations for Guest Lecturer: For The Robert Smalls Memorial Lecture Series (Island Gullah Festival) C In 1999-2000-2001 from: UNICO 41000 each -year, for the purchase of books'anil Ether research materials dealing with Italian immigration. In 1999 from: The Friends of St Patrick's Day Parade Organization - $1,000, for the purchase of 5 c 777 - - - j .. Y 4.f, :c ... '�+,7x...Yr. r-�y.C'.� i. F ,;k., ,S. ��tx".✓?C�'Y: ;Y�?''Z'a f"'.2„�d'c:Wiy:X. �'�R�Y3Jr.4 �..tr "a,'u., aYv�{c.'ma ��..}. .,. �^": .k. .. a. ,. Cbooks and other research materials dealing with Irish immigration. In 1999, 2000, 2001 and 2002 from: local merchants and businesses rovided gifts and services for our last four annual Gala and Silent Auction. (Provided upon request) In 2000 from: The Hilton Head Island Foundation $4,400 for the purchase of a XEROX Bookmark 21 Copier and Microfilm storage cabinet. In 2001 from: The Town of Hilton Head Island from Accommodations Tax Funds - 30 000 for operations for fiscal year 2001. In 2001 from: The Bargain Box of Hilton Head Island - $3,395, for the purchase of a computer projector to be used in classes and presentations. In 2001 from: The Hilton Head Island Foundation $3166 for the upgrade of computer server and purchase Windows XP operating system, and computer equipment. In 2001 from: The Heritage Classic Foundation $2,000 for purchase of two new computers and associated equipment. In 2002 from: The Town of Hilton Head Island from Accommodations Tax Funds - $25,000, for i operations for fiscal year 2002. In 2002 from: The Town of Hilton Head Island from Accommodations Tax Funk:.. 5000 for marketing and promotion. Requests to The Beaufort Fund, and St. Francis Thrift Shop were declined for various reasons or unanswered. From the above it is evlent that, outside of last year's ATAX grant, ! many donors prefer their gifts be used for a spceific purpose rather than addressed to the general operating needs of the Library. This is likewise true of the majority of Foundation's : l members who prefer their gifts be used for books, microfilm, and CD-ROMs. 3. Contributions to the project by the sponsoring organizations: Sum of the above grants and donations 90 411 ATAX Funds received 62100 R E. FINANCIAL INFORMATION (ADHERE TO STRICTLY): { t ` 1. A line item budget of the project- (See Section 2 Financial Information; at the back of y this application, — Exhibit 1 for FY 2003 Budget compared with original budget for FY 2002 and a revised FY 2002 budget. For ease of coffionison the line Item budget for fiscal year 2003 is displayed with the budget for fiscal year 20021provided with our. {=a previous application and a budget forecast revised to reflect eight months'actual results plus our most current estimates for the. remaining four months of the,year. 2.. Most recent fiscal year balance sheet and profit and loss accounting statement. (See Section 2 2 Financial Information — Exhibits 2•through-6 contain our financial results in detail for FY 2002 YTD, FY 2001 and prior year's, 6 ell � 2 rr 1�' * N=°•k Y 11 ��°� l�. e, k`�f t�i - i1' i� �i��:��T e� ?,�t•�';y ,l �� ( ,`.`. .3 t>v F. FINANCIAL GUARANTEES: I. Provide a copy of official minutes wherein the sponsorin o organization approves the project and commits the organization to financial responsibility for carrying it out to the stage of completion contemplated in the application, should funding be approved. See Application Attachment #2, Board of Directors Resolution 2. If application is submitted by an individual provide the guarantee of a financially responsible sponsor. Does not apply. G. PRIOR RECIPIENT'S REPORT (If you received prior ATAC funds): 1. How did you use the funds? The 1998 $2,100 grant was used for production costs and mailings for the South Carolina Genealogical Society Annual Meeting held on the Island in October 1999. The 2002 $5,000 grant was used to pay the costs of printing brochures and pamphlets about the Library and help defray travel costs by Board members to the two national genealogical group annual meetings. In addition, advertisements for the upcoming genealogical meeting to be held on Hilton Head in February 2003 have been developed and will appear in national genealogical journals and magazines. The $30,000 2001 grant and the $25,000 grant received in 2002 was and are being used to pay for operating expenses. When the 2002 funds were received in March, $7,500 was deposited in the general account to defray the occupancy costs for January, February and March. The balance was deposited in a separate interest bearing Money Market account and is being released to the general account at the rate of $2,333 per month. 2. What impact did this have on your organization? The major impact this year has been the scheduling of the National Genealogical Society regional meeting here on Hilton Head Island to be held February 14-16,2003 at the Hilton Hotel. The wide exposure this meeting will provide will result in return visits by those persons who otherwise would not have known of The Library's existence, some of whom, we hope, will become members of The Foundation and many who will "carry the word" to friends, guests and neighbors about Hilton Head's resources for `family history" research and general Island hospitality. Indeed, some visitors have said they traveled to Hilton Head Island just to research at The: Heritage Library. This is a continuing effort and therefore has a continuous effect. on tourism. 3. s Provide the previous two years and current year budgets. See Item E of this application, and attached Financial Exhibits 1 through 6 in Section 2 at the back of this application;= t Consolidated Statement of Income and Expense for FY's ending December 1997,1998 and .1999, Current Year's Budget is attached Exhibit 3c. 7 Exhibits It}Wt'�9 i 4 I: j 3 Jy-I b 1 � LIST OF FINANCIAL INFORMATION EXHIBITS - Exhibit 1 (2 pages) — Fiscal Year 2003 Line Item Budget (with Comparison to FY2002 Original Budget and a Forecast revised to reflect eight months actual results for FY2002 and our best j estimate for the remaining four months. Exhibit 2 (2 pages) - Profit and Loss Statement for Fiscal Year 2002 thru 31 August 2002. Exhibit 3 (2 pages) — Actual income and expenditures for Fiscal Year 2001 in budget format showing y receipts and expenditures for both operations and capital. i ?. Exhibit 4 (2 pages) — Balance Sheet at 31 August 2002 Exhibit 5 (3 pages) -Balance Sheet Summary- Five Years ending December 31, 1997, 1998, 1999, .; 2000, and 2001. Exhibit 6 - t (1 page) Statement of Income and Expenses - Five Years ending December 31, 1997, 1998, 1999, 2000, and 2001. p R i r I r � d 1t Ij Ftfid. SECTION TWO • Exhibit 1 to ATAC Application of THE HERITAGE LD3RARY FOUNDATION, INC. FISCAL YEAR 1003 LINE ITEMBUDGET with COM adelon to FY 2002 Original & Revised 8 Prepared by: E. W. Altstacuer Date: September 18, 2002 Budget and Business Plan Fiscal Year 2002 Fiscal Year 2002 Fiscal Year 2003 Operating and Capitals Budget for Fiscal Year 2003 Original Budget Revised Budget compared with Operating and Capital Budgets (As submitted wkh Acsul8 moa! Budget Plan for Fiscal Year 2002 prior year Cram Applioetion) Eoth d d4mos Assumed growth in Foundation Membership 340 285 350 Estimated Individual Visits to Ubrary over the period 2700 2800 3000 RECEIPTS $ $ $ Operating Revenue Does 4,100 4,418 4,600 LbraryOpoadoxs 1,720 1,237 1,800 Special services 260 290 300 Informadan Services Pais LDS Mkmfikn rental fees received 3,135 2,597 1,600 PuAhM AdWhes(new) 580 600 1,300 frwesbrmnt ktomm 200 500 Aomei Fa* .7,500 7,300 7,500 Gress operating Revenue 17,295 16,642 17,600 Less Cat of Goods Sold kids LDS M eroOm rental paid 2,07 1,609 1,568 Less Amid Gala expenses 3,000 3,000 (3,500) Net Cash Receipts frau operations ` . 12,218 .12,033 12,532 DIV NonAperaingklmm 100 329 Tout kw m km operauuu 12,318 12,362 12,532 Cash Cmlibutions, Cilli 6 Grams -- Mismfty sCashDonations - 600. 1,250 1,500 Arcual FmdsAppeal 12,500 15,000 16,000 DesigualedGile 3,000 2,500 3,000 TawndHHFATAC Gram One kr operations 30,000 25,000 30,000 Town of HH WAC Grant Two for Cmpeder g Cent Travel .5,000 Grant from The Bargain Box Grams from UNICO 1,000 Gents Iron wManded grafts 51000 - 5,000 51000 -Total Cwhcmnwetma,GlteaGrants 52,100 53,750 55,500 Noncash Cad Xftm&giibhMnd To the Coleft s 61000 3,208 4,000 Oflrbaryev*.o rtdotherbas - ,_ 1,2011 7,200 - -1,920 - 5,128 11000 - 51000 Total Noncssh CWAW. Total Cmkb*e, of a grants - 59,3001 58,878 60,500 roTaRECEwrs 71,618 -71,240 73,032 x • /5 7 i; i ` �� Pqe 1 oE2 t r4 ,c .,.t.. rr,.2a._.w_ L _ .r .. _ .�.^w'�.. Jw:'i1aIsl'�w:k.r1�5.�.+� ,1a•, ... ___ SECTION TWO - Exhibit 1 to ATAC Application of THE HERITAGE LIBRARY FOUNDATION, INC. FISCAL YEAR 2003 LINEITEMBUDCET Prepared by: E. W. Altslaeher Date: September 18, 2002 Budgetand Business Plan -� �. Fiscal Year2002 Fiscal Year 2002 Fiscal Year 2003 Operating and Capitals Budget for Fiscal Year 2003 Original Budget Rovised Budget compared with Operating and Capital Budgets (As submitted with Actual a most Budget Plan for Fiscal Year 2002 prior year Grant Application) Esthuted 4 mos Assumed growth In Foundation Membership 340 285 350 Estimated Individual Vtshs to Llbrary over the period .:.2700 2800 3000 EXPENDITURES operating Costs Professional lees " 400 1,650 occupancy 29,590 28,755 32,104 Prinlug, Pub6rations,ek 1,900 2,890 3,000 fterexpense6,523 10,174 11,840 Total Operotuq Cast 38,013 41,819 46,944 Capital Plan Acquisitions using Foundation Cash Books 2,000 2,000 2,000 ElixtfoficMed" 3,000 1,000 1,000 nwofilmrnrord a 1,000 100 100 On -Line Convutinp services 1,500 Annual cost moved 1001her Expense Periodicals & Pamphlets 300 300 6D0 upgrddesmc°mperNetwork arid System 3,500 5,000 2,500 New and replaosmard 011ke Fum t re & Fubues 1,150 1,200 Total amputions usiq Foundation Cash 11,300 9,550 7,400 Aupsitiom olmlemors materials n ldoa• By Foundation mmtbws 4,000 2,443 4,000 By non-nrrroer Ytdvidur♦s 2,000 600 2,000 TOW CokdonsMaterials In we 6,000 3,043 6,000 Aoqu ftM ior Fwnore&Equpnen,."Mroutionsn Yid' From Foun"on Msreas 800 28 800 From G&wd Pubic 400 400 Total Fus*n&Equipwrwx nW 1,200 28 1,200 Total n kke aopuftr 7,200 3,071 - T,200 TotalPlan 18,500 12,621 < 14,600 Spatial Provisons tlas , Praislarforld OLO r2002operetlrg CoYb i.: 11,000 Provision for lst audx20030paa6ng casts 11,488 Provision for two Gnrowatijs ,c _ - Pr"`ab" krAda&o `m rmesane aAaa" t 4,105 .5,600 10000 Towspecial rs 15,105 16,8001 11,468 ": TOTALEIIPENDITILMS 71,618 71,2401 73,032 Item Amount Foundafion Membership at August 31. 2002 - 271 Individual Visits to Library over the period - 2220 RECEIPTS $ Operating Revenue Members Dues 3,143 Library Operations 837 Special Services 160 Information Services inds LDS Microfilm rental fees received 2,047 Investment Income 300 Annual Holiday Gala Gross Operating Revenue 6,487 Less Cost of Goods Sold inds LDS Microfilm rental paid 957 Less Annual Holiday Gala expenses Net Cash Receipts from Operations 7,444 Other Non -Operating Income . Total Income from Operations 7,444 Cash Contributions, Gigs & Grants Miscellaneous Cash Donations 1,043 Annual Funds Appeal 91955 .Designated Gifts 1,290 Town of HHI-ATAC Grant 19,739 Total Cash Comtributions, Gifts & Grants 32,027 Non-cash Contributions & gifts in kind . To the. Collections 1,449 Of Library equipment and other items 1,278 Total Non-cash Contributans 2,727 Total Contributions, gifts & grants 34,754 TOTAL RECEIPTS 42,198 0 SECTION TWO -Exhibit 2 to PROFIT/LOSS Prepared by: E W Arstaetter .I ATAC Application of a THE HERITAGE LIBRARY FOUNDATION INC Fiscal Year 2002 - Date: September 18, 2002 Thru —us,31. 2002 Item Amount Foundation Membershin at Au ust 31, 2002 271 Individual Visits to Library over the period 2220 EXPENDITURES Operating Costs Occupancy Costs Printing, Publications, etc. 16,935 Promotional expenses k '':'GS Conference February 2003 1,739 1,881 Olhere nse 7'881 TotalOper.bCosts Capital Plan 30,446 Acquisitions using Foundation Cash Books Electronic Media incl Microfilm/Microfiche/Video-Audio Tapes 923 Periodicals &Pamphlets - 766 Upgrades to Computer Network and Systems 248 New and rePla0entent Office Furniture & Fixtures 3,174 1,161 Total ulsitions usingFoundation Cash 6,272 Acquisitions of oollections matertals'irr kind' By Foundation members B non-mamberindividuals 1,095 Total Collections materials in kind' 355 w31uons ror umi re gwpme us tr, ns 1 From Foundation Members From General Public 1,178 Total Furniture & E ui t'in kind' Total'in kind' uisitions' Total C Plan J346 TOTAL EXPENDITURES . :. Net Gain for the Year to date . SECTION TWO - Exhibit 3 to PROFIT/LOSS Prepared by: E W Altstaetter ATAC Application of Fiscal Year 2001 Date: September 18, 2002 THF WPD.-Ar-c 11wveov rN Wn-- u Item_ I Amount Foundation Membership at December 31, 2001 241 Individual Visits to Library rhrou hout Fiscal Year 2001 2757 RECEIPTS $ Operating Revenue Members Dues 4,465 Library Operations 1,559 Special Services 98 Information Services incis LDS Microfilm rental fees received 3,360 Investment Income 408 Annual Holiday Gala 6,480 Gross Operating Revenue 16,370 Less Cost of Goods Soli incis LDS Microfilm rental paid 2,104 Less Annual Holiday Gala expenses 936 Not Cash Receipts from Operations 13,330 Other Non -Operating Income Total OperatingRevenue Income from Operations 13,330 Cash Contributions, Gifts & Grants Miscellaneous Cash Donations 11019 Annual Funds Appeal 16,484 Designated Gifts 375 Town of HHl-ATAC Grant 30,000 Hilton Head Island Foundation Grant 3,166 UNICO of HHI 1,000 The Bargain Box 3,395 Heritage Classic Foundation 2,000 Total Cash Contributions, Gifts & Grants 57,439 Non-cash Contributions & gifts in kind Contribution of Securities 706 To the Collections 12,475 Of Ub,a ,. squipmenf and other Items 983 Total Noncash Contributions -- 14,164 Total Contributions, Vft & grants 71,603 TOTAL RECEIPTS84,9331 i wo ' I g • r nr+` SECTION TWO - Exhibit 3 to PROFITILOSS Prepared by: E W Altstaelter ATAC Application of Fiscal Year 2001 Date: September 18, 2002 THE HERITAGE LIBRARY FOUNDATION, INC. :T Item Amount i. 241 Item Amount Foundation Membership at December 31, 2001 241 Individual Visits to Library rhroughout Furcal Year 2001 2737 EXPENDITURES Operating Costs Occupancy Costs 29,332 Printing, Publications, etc. 1,305 Other expense 5,108 Total Operating Costs 35,745 Capital Wan Acquisitions using Foundation Cash 3 Books 1,110 Electronic Media incl Microfilm/Microfiche/Video-Audio Tapes 1,150 Periodicals & Pamphlets 469 Upgrades to Computer Network and Systems 5,175 New and replacement Office Furniture & Fixtures 2,578 Total acquisitions using Foundation Cash 10,476 Acquisitions of collections materials 'in kind' By Foundation members 4,449 By non-member individuals 7,985 Total Collections materials 'in kind' 12,434 Acquisitions for Furniture & Equipment- CWTubons Inluna From Foundation Members 820 From General Public 115 Total Furniture & Equipment In kind' 935 Total 'in kind'acquisitions! 13,369 Total Capital Plan, 36,279 Special Provisions Provision for 1st Quarter 2002 Operating Costs 5,377 Provision for We Memberships Additions to investment Account 7,532 Tc -1 al Provisions 12909 TOTAL EXPENDITURES 84,933 3 x YiS�v^MS�}f YLiTviA'�}rJ1{Ht� �iLk MWEA WAR am 4Y�L� \) 9 SECTION TWO -EXHIBIT 4 TO Prepared by: E W Altstaetter ATAC Application of Date: September 18, 2002 i " •'�' The Heritage Library Foundation, Inc. Balance Sheet As of August 31, 2002 Item Amount ASSETS Current Assets Cash/Checking/Savings Cash on Hand - Book Store Register 55 r Petty Cash 1,609 Total Cash on Hand 1,664. Checking -1st Union Regular Checking -1st Union 1,043- Total ,043 Total Checking -1st Union 1,043 Investments - A G Edwards Funds Operation Account 14,365 Life Membership Dues 6,400 Endowment Account 12,511 Total Investments -A G Edwards Funds . , 33,276 OB Merchant Bankcard Account Total Checking/Savings 36,034 Other Current Assets Book Store Inventory- Books & Research Guides 834 Computer Supplies 140 Lapel Pins 420 Total Book Store Inventory 1,394 Office Supplies 2,051 Total Other Current Assets 3,445 Total Current Assets 39,479 Fixed Assets Library Collections - Books 74,555 Maps 320 Electronic Media / CD-ROMs 10,423 Video Tape 620 Total Electronic Media 11,043 i Film Media Microfilm - 6,233 Microfiche 830 Total Film Media 7,063 Periodicals &Pamphlets 4,847 SFr Unpublished works 263 'Y Library Collections - Other 35 a+t�Total Library Collections t 0126 Office Funiture & Fixtures Computer Systems Hardware 24,709 Software 5,489 Total Computer Systems Office Equipment- Other officeequiprnent. 15,593 Furniture 18,736 tOtchen Equipment & Supplies 1,706 Total Office Funiture & Fixtures X68, 33 Total Fixed Assets 164,359 TOTAL ASSETS 38 -i t' Page I oft' N A , � J -Virg : SECTION TWO - Exhibit 5 to .4 ATAC Application of The Heritage Library Foundation, Inc. Prepared by: E W. Altstaefter Balance Sheet Summary - Five Years ending December 31, 0112312002 1997, 1998, 1999, 2000, 8r 2001. Dec 31, 97 Dec 31, 98 Dec 31, 99 Dec 31, 00 Dec 31, 01 ;. ASSETS Current Assets Checking/Savings Cash •: Cash on Hand Undeposked Funds 0 0 240 0 0 , Book Store Cash 0 0 53 55 ill Petty Cash 0 0 0 138 1,441 Total Cash on Hand 0 0 293 193 1,552,, Cash In Banks Checking -1st Union - Regular Checking4st Union 927 2,359 6,006 2,818 8,185 Total Checking -1st Union 927 2,359 6,006 2,818 8,185 Investments -A G Edwards Funds Operation Account 6,267 3,651 467 102 10,765 Special Purpose Account 0 0 2,325 0 0 Endowment Account 0 0 2,075 2,579 10,111 Total Investments -A G Edwards Funds 6,267 3,651 4,867 2,681 20,876 Total Cash in Banks 7,194 6,010 10,873 5,499 29,061 Total Cash 7,194 6,010 11,166 5,692 30,613 - Total CheckinglSavings - 7,194 6,010 11,166 5,692 30,613 Accounts Receivable Accounts Receivable 0 0 129 0 0 Total Accounts Receivable 0 0 129 0 0 f.= OtherCurrardAssets. -. - Other Current Assets Secudlks-0Mer 1,313 0 0 0 0 Book Store Inventory Books S Research Guides . 0 229 - 665 344 555 - Computer Supplies 0 130 130 130 140 e M Lapel. Pins 0 0 230 224 420 .. Total Book Ston Inventory - 0 359 1,025 - 698. 1,115 - d Donated Herts for Auction 0 0 0 181 0 k ! . Office Supplies ..775 1,251 1.748 1,748 1,931 - 1 444 ` Prepaid Expenses 7, f SLP YSZ4dor Credk Balances 0 18 18 0 0 t+ I Total Prepaid Expenses 0 - 16 1B 0 0 Sq;t 1 - - Other Current Assets '-.. 2,068 1,628 2,789 2,627 3,046 - ur jTotal �... Total other Current Assets 2,088 1,626 '2,789 2,827 - 3,048 f Total Current Assets 9,282 7,1138 14,054 8,319 33,659 Pape l of 3 �'1.�1 66Y -tY�. f ,y S ) 3vi {155`5 *�`�: � . �' �1f-s't,.'ria4"�' t SS°� � +, '�. .3t., (.�� f%t��L � etil,�u�� y , .. - .. � -. - • t � - .. ani �py•p.t»�� y' ��.r } e .. ut�/.'?4cAtu?S. t."i.�7h, •d�fYt ,. - .. . , .. Dec 31, 9T Dec 31, 98 Dec 31, 99 Dec 31, 00 Dec 31, 01 o a_� Fixed Assets Library Collections Books 28,407 47,696 67,607 62,459 72,506 Maps 0 0 0 0 320 Electronic Media CD-ROMs 2,039 4,870 6,686 8,835 9,980 Video Tape 70 70 90 120 155 Total Electronic Media 2,109 4,940 6,776 8,955 10,135 Filen Media Microfilm 1,054 3,473 4,956 5,315 6,063 Microfiche 30 762 792 792 792 Total Film Media 1,084 4,235 5,748 6,107 6,855 Periodicals 6 Pa;;fpolets 464 769 1,015 1,771 4,595 Unpublished trorks 0 140 140 234 263 Library Colhictions-Other 0 20 20 20 20 Total Library Collections 32,064 57,80(, 71,307 79,546 94,694 Office Funiture 3 Fixtures r Computer Systems Hardware - 3,097 8,378 12,705 13,886 18,645 Software 832 1,371 1,991 3,052 4,325 Computer Systems -Other 0 0 146 146 146 Total Computer Systems Other Office Equipment 3,929 793 9,749 10,146 14,842 10,279 17,084 14,904 23,116 15,522 Furniture 1,752 4,777 11,446 16,180 18,219 Kitchen Equipment 3Supplies 0 0 1,167 1,218 1,218 Total Office Funiture & Fixtures 6,474 24,672 37,734 49,386 58,075 Total Fixed Assets - 38,538 62,472 109,041 128,932 152,769 TOTAL ASSETS 47,820 90,109 123,125 137,291 196,426 i LUIBIL. !ES 6 EQUITY J Liabilities Current Liabilities .�-•�:r- Accounts Payable - Corp of the President (LDS) 0. 0 0 0 0 Accounts Payable -Other - - 0 0 0 0 0 Total Accounts Payable 0 0 - 0 0 0 ; e Total Accounts Payable 0_ 0 - 0 0 0 i�• V. Other Current Liabilities - �� _ _ Restricted Funds - - - . Special Purpose Usage Library Furniture _ 0 338 - _ .0 0 0 tt M PC Media Purchases - 0 0 60 - 110 60 Total Special Purpose Usage 0 338 60 60 60 {t�f Grants RecNwd Friends of St Patrick ;.. 1988Irish Grant ..._ -. 0. b .1,000 0'. 0 Y. `• �_ ,� Total Frierda of St Patrick 0 0 .1,000 0 0 ..� Total Grants Racelmd ,_ 0. . 0 -;:.:1,000. 0 0 Total Restricted Funds - 0.. 338. > 1,000 60 60 --Paye 2 of J �. 1' J. oP � D. 31, f7s1, Dac 98 Dae 31,19 Dec 31.00 DeC 31, 01 i �o `338 10 moo. Total Other Current Liabilities a, �1!060 Total Current Liabilities 1,060 60. 60 Total Liabilities 0 338 Equity 0 0 0 0 0 Equity 0 47,820 89,769 122,065 137,179 Retained Earnings 47,820 41,95032,2 15,126 49,189 Net Income 47,820 89,770 122,065 137,191 186,368 Total Equity 47,220 !0,101 123,126 1J7,211 111A28 TOTAL LIABILITIES b EQUITY .. ^IY:,hdr..6�5•.'tl*��h`�V ��t�C'��i'.': rtj.. - .. r J. oP � i , Pape 3 017 ". r .. ^IY:,hdr..6�5•.'tl*��h`�V ��t�C'��i'.': rtj.. - .. �' �.S��k��E•I4S�el�, �. , ., i ., .. _ ... SECTION TWO - Exhibit 6 to ATAC Application of The Heritage Library Foundation, Inc. Prepared by: E Waltstaetter Income & Expenses - Five Years ending December 31, 01/23/2002 1997, 1998, 1999, 2000, 8r 2001 Dec 31, 97 Dec 31, 98 Dec 31, 99 Dec 31, 00 Dec 31, 01',b{ Ordinary Income/Expense Income , Members Dues 4,035 3,465 5,450 6,665 4,465 UbraryOperations 41 1,225 1,948 1,369 1,559 'Y Web Pages 0 0 0 65 0 Special Services 0 0 0 328 98 q . Information Services 24 1,532 3,752 1,963 3,360 Investment Income 67 299 515 387 408 TWnHHI ATAC Grant 0 0 0 0 30,000 Other Source Income 0 0 12,163 10,653 6,480 Release of Restricted Funds 0 0 2,478 0 0 Total Income 4,167 6,521 26,306 21,430 46,370 Cost of Goods Sold Cost of Goods Sold 85 552 2,852 1,464 2,104 Total COGS 85 552 2,852 1,464 2,104 Gross Profit 4,082 5,969 23,454 19,966 44,266 Expense Professional Fees 125 210 125 0 0 Occupancy Costs 1,519 12,479 19,419 28,834 29,332 Printing, Publications, etc. 210 177 760 1,883 1,305 Other expense 1,708 1,676 5,559 5,077 5,061 - Special Events Expenses 0 0 9,493 8,669 936 [ ii Total Expense 3,562 14,542 35,3W . 44,463 36,634 Net Ordinary Income 520 .8,573 -11,902 .24,497 7,632 -. Other h.comelExpense Otherincome - ,vr.ry Miscellaneous Cash Donations 8,200 6,156 12,262 1,639 1,019 Annual Fund Appeal - 0 0 0 11,078 16,485 Special Purpose Cash 0 0 2,325 1,328 375 EndovmwntFunds 0 0 1,150 2,000 0 .v r Grants in Cash Received 0 10,850 0 6,400 9,561 y Securities Contributions 1,313 6,042 4,506- 3,0411 706 1V Collections 0 0 13,712 6,386.. - 12,475 ttt General Purpose 37,788 27,475 10,966 7,744 983 Offm Non -Operating Income :. 0 0, 0 0. 0 Total Other income 47,301 50,523 44,921 39,623 41,604 Other Expense .723 gSs Otltallon4peraffiWExpenses 0 0 0 47 t Total Other Expense 0 0 723 -_ . 0 - 47 Not other Income -.. 47,301 50,523 - .: 44,196 39,623 41,557 Net Income 47.421 , 41,669 - 32.268. 16.126 - � � � tee■ �s ,i pap .1 of 1 , 1T i . -.w 4Y Attachments 1. Listing of Board of Directors and Officers cf The Heritage Library Foundation, Inc. and Board Resolution. R 2. Growth of Internet Traffic. 3. Sampling of Publicity about The Heritage Library. 4. National Genealogical Society Brochure for February event to be held on Hilton Head Island and NGS Newsletter Calendar of Upcoming Events. y a 1 .. t� i� i The Heritage Library r, A,cconmodaLions, Tax'Apphcauona -r , 9/19/2002 #tfl a r , i..��Y`�'f,�� h.t .. .. .. ..�\?.�t+. �.��w�'•�f ''.1+�f1��• s. .. eh . 'f' .. •d ... 2..FI Attachment #1 HERITAGE LIBRARY FOUNDATION DIRECTORS AND OFFICERS Edward W. Altstaetter, 115 Fort Walker Drive, Hilton Head Island, SC 29928, President. Genealogist, retired Vice President of Rockwell International Corp, Pittsburgh, PA. Past President of the Hilton Head Island Genealogical Society; Former President, Risk and insurance Management Society. Co-founder of The Heritage Library Foundation. Robert P. Smith, 2 Sherman Drive, Hilton Head Island, SC 29928, Vice President. Genealogist, specializing in pre -colonial genealogy, graduate of VMI with a degree in Civil Engineering, Mr. Smith is a i refired project managerwith expertise in advertising and public relations. Robert Scherrer, t, Genealogist, certifed financial planner, former Treasurer of Hilton Head Island Genealogical Society. r S Alan Coyne, 29 Crooked Pond Drive, Hilton Head Island, 29926 Genealogist, Island Real Estate Executive, John Griffin, Sr., 29 Full Sweep, Hilton Head Island, SC 29928 Genealogist specializing in Irish Genealogy, President of the Hilton Head Island Genealogy Society, retired NBC news executive. Isobel Bitner and Reference Librarian. Isobel earned her Master's Degree in History from Edinburgh University. She is a CGenealogist ' Chartered Librarian of the Library Association in London and has had a long career as a Reference Librarian in public, corporate and university libraries. Dori Dixon, 68 Myrtle Bank Road, Hilton Head Island, SC 29926 Genealogist, organizing Regent of the Captain William Hilton Chapter, NSDAR, serving 2 terms as Regent, 3 terms as State Chairman, 1 term as Registrar, SCDAR, and I term as National ,Vice Chairman, NSDAR, currently serving as Chapter Registrar. Chairman of Hereditary Societies of the Hilton Head Island Genealogical Society. J Thomas J. Hanahan, 14 Branford Lane, Hilton Head Island, SC 29926„ Genealogist, retired, formerly Vice President.of the International Brotherhood of Carpenters, Washington, DC. Mr. Hanahan also served 20 years in the Illinois General Assembly, including terms as Majority Loader and Chairman of the Ways & Means Committee. _ Norma Harberger, 22 Oyster landing Road, Hilton Head Island, SC -29926 Secretary, member of Funds Development Committee =sF Genealogist, archivist and compiler of a two volume.collection of People and Places containing original land grants and other historical data relating to Hilton Head Island. Past board member an-dSecre Discovery , 8 Lary of the Coastal Discove Museum. 1 1 Reverend Dr Robert E H Peeples, 8 Moonshell Road, Hilton Head Island, SC 29928 fyGenealogist, historian, author, and lecturer. President and Founder of the Hilton Head Island Historical Society. Mark W. Swetland, 13 Raymond Road, Bluffton, SC 29910 Instructor in Basic Genealogy, Creative Retirement Center, USC -Beaufort and Founder of the Swedand Family Association w Ex officio: Elizabeth Wolf, 300 Woodhaven Drive, Hilton Head Island, SC Chairman Emeritus Founder of the Hilton Head Island Genealogical Society and co-founder of The Heritage Library Foundation. 1 100000 90000 80000 70000 60000 50000 40000 y 30000 is 20000 10000 i Web Site Hits 0 Jan- Feb- Mar- Apr- May- Jun- Jul- Aug- Sep- Oct- Nov- Dec- Jan- Feb- Mar- Apr- May- Jun- Jul- Aug - 01 01 01 01 01 01 01 01 01 01 01 01 02 02 02 02 02 02 02 02 Month ■ SerieS2 ■ Seriesl libraries FAMILY HISTORY CENTERS: The Vast hold. ings ofthe Family History Library in Salt Lake City, the largest genealogy library in the world, draw an average of more than 2,000 visitors every day. Admittance is free to all. But iFyou can't visit the library in person, YOU can borrow most ofthe Family History t . Library's microfilms and microfiches through more than 3,400 branch family history centers operating in more than 80 countries and territories. The fees in the United States are about $3.25 per microfilm roll and 15 cents per microfiche. For the location ofa Family History Center in your community, go to Family5earch <www. familysearch.org>, look underthe heading Family History Library System and click on Find a Family History Center Near You. Or look in the Yellow Pages under Churches— Church of)esus Christ of latter-day Saints. want to check. (See "Your Virtual Library Card" in Family Tree Magazine, April 2000, for help in using online library catalogs.) Here are some worth a detour, with their bargain -basement fees: ■ Daughters ofthe Ameridn Revolution (DAR) -1776 D St. NW Washin D PRIVATE GENEALOGY LIBRARIES: The price ofa gton, C 20006' (202) 879.3229. <darlibrarynet>. one -day ticket to Disneyland, S43. A ticketto a Monday -Friday, 8:45a.m:4P•m.;Sunday, Los Angeles Lakers playoffgame (average seating),$55.Aday atthe Southern California 1-5 P.m. Free for DAR and SAR members; S5 for others (S3onSundays). .__ Genealogical Society Library, S2.Spending a day ata library is aFiskeGeriealogicalLlbrnry--'64443rd Ave. ably cheap,te not only unbelievably cheap,butalsoagreatopportu. but also E., Seattle, WA 98112, (206) 328-2716, <www.fiske.lib.wa.us>.Monday, nity to make progress in your family history research. And 10a.m: 3 P.m.; Wednesday, noon -g -p.m.; Thursday, you won't get sick on the rides or have to contend with unruly fans. 3.8 p.m.; Saturday, to a.m: 3 P.m.; second Sunday ofthe month, 1-4 S40 When you travel, make a point to spend time in some ofAmerica's largest P.M. per yea $5 per day, $3 for an evening. private genealogy libraries. Always call ahead to • Genealogical Forum ofOregon-1505 SE confirm the library's hours and to get the dates of holiday closings. Before Gideon St., Box 42567, Portland, OR 97242, (503) 963.1932, <www.gfo.org>. you leave home you might also use the libra ry s online Monday, Wednesday and Saturday, 9:3o a.m; 3 p,m„ catalog to prepare a list ofthe items you Tuesday and Thursday, 9:30 a.m: g p.m, THE NFwaeee., r ..._. _.. S4 for nonmembers. ■ Genealogical Society of Pennsylvania - 215 S. Broad St., 7th Floor, Philadelphia, PA 19107, (215) 545.0391. <wwwlibertynet.org/ gspa>. Monday -Wednesday, to a.m.-4 P.m.; Saturday, to a.m. 4 p.m. by appointment mcmorlal Highway, Golden Valley, MN 55422, (763) 595.9347. <www.mtn.org/ mgs>. Wednesday, Thursday and Saturday, 9 a.m: 3P.m.; Tuesday and Thursday, 6:30- 930 P.M. S5 for nonmembers. r rJ Attachment #3 • National Genealogical Society (NGS) Library -452717th St. N., Arlington, VA 22207,(800) 473-0o6o,<ngsgenealogy org>. Monday, to a.m: 5 p.m.; Wednesd 10 a.m.-9 p.m.; Friday -Saturday, 10 a.m.. 4 P.m. $5 for nonmembers. ■ New England Historic Genealogical Society (NEHGS)—tot NewburySt., Boston, MA 02176, (617) 536.5740, <www. n ewe n gla nda ncestors.o rg>. Tuesday, Friday and Saturday, 9 2.m.-5 p. Wednesday -Thursday, 9 a.m: 9 p.m. S15 nonmembers. ■ New York Genealogical & Biographical Society (NYGBS)-122 E. 58th St., New York, NY 10022, (212) 755-8532, <www. nygbs.org>. Tuesday -Saturday, 9:30 a.m. 5 P.m. Sio donation from nonmembers. ■ New York state Historical Association— Lake Road, State Highway 80, Box 800, Cooperstown, NY 13326, (607) 547.1470, <www.nysha.org>. Monday and Wednes day, 9 a.m.-9 p.m.; Tuesday, Thursday anc Friday, 9 a.m: 5 p.m.; and Saturday, 1-5 p.r Summer hours are weekdays, 9 a.m: 5 p.r and Saturday, 1-5 p.m. S3 for nonmember ■ Newberry Libr2ry-6o W. Walton St., Chicago, IL 60610, (312) 943-9090, <www.newberry.org>. Tuesday -Thursday, 10 a.m.-6 p.m; Friday -Saturday, 9 a.m.. 5 P.M. Voluntary contribution. ■ Sons ofthe American Revolution (SAR) Historical and Genealogical Library—loo S: Fourth St., Louisville, KY40203, (502) 589.1776, <wwwsarorg>. Monday -Friday, 930 a.m. 4:30 P.M. Free to DAR and SAR members, $5 for others. ■ Southern California Genealogical Society and Family Research library-417Irving Drive, Burbank, CA 9t5o4, (818) 843.7247, <wwwscgsgenealogycom>.Tuesday, 10a.n 9 P.m.; Wednesday -Friday, to a.m. 4 p.m,; fi; and second Sunday, and third and fourth Saturday ofeach month, to a.m.-4 p.m. A S: donation is suggested from nonmembers. ■ Western Reserve Historical Society - 10825 East Blvd., Cleveland, OH 44106, (216) 721.5722, <www.wrhs.org>. Tuesday, Thursday, Friday and Saturday, 9 a.m: 5 P.m.; Wednesday, 9 a.m: 9 p.m.; and Sun. day, noon -5 p.m. Nonmembers: 57.50 for adults. S6.50 for seniors, S5 for students, � E•7 Err, t3(;7f a CC I TRI VA y.'� E IVA "�„ni F `5 4. " h *' �.<u Sr w �""�' �` Yt' %M •G;• •r ,• I'� �k ��,j7gfi+ M rrt� Y. k _ r .ti ♦ k I'.. r: 4 ji :,.�-. ��, ��1:. •,.iib xa !} 'kca !."` 4`; �,r'lJ' �1`r.�.i +..,, .11�.::w :� ° .`�, a ..,.' r 3 +y V• ., r„m�'cs? C ).,:.....' rl } 5-1+'i'` rl�L1JV t y� 1\ •��C �,IJ, l�,\��1f1� i Ni loo ,J he I leii(age Library Foundation MI I lith" I lead Island was funned in July 1997 lu promote and sup- port a library dedicated to the study of hislory and genealogy. The organizers fell that such a cunlprelleusive heritage library was beyond the normal mission of a local public libral%.. Nevertheless, the ar dve llliewsl o local historical and genealogy soc'ie'ties de'illmll- stimed (flat I lilton I lead flat] more than enough sup- ]lortfurtile vcu- ture. Ihnlike many local libraries, the I lerilago I.iinary has a scoll, ;der than iusl the local area and South Carolina.'rhe popuhtimm of the Lowcounlry now includes sunny retirees fionl Ohio, Connecticut, Newl9mk and the entire east coast. -Their nligrallon to I lilton I lead in a way rilirrors the migra- tion of the earliest American Colonists who first came to New lingland and then spread across the continent. Benefactors of the library have aheady con- tributed hundreds of volumes of his- torical and genealogical ref- erence for North America and Europe. The over two hundred vol- umes on South Carolina and the special Africam- American cullec- tion make the I leritage Library one of the most comprehensiv: the state, dotal urillin Sc, president of We Ililtaa Ileal GCI"`aiW Falllllhrtieil, exaiailles family data oa microliche at Ute Ileritnge Library, while some organizations focus on archiving original documents, the I leritage Library relies on technology to make the largest amount of data avail- able o its members. 'I'lie newly expanded reading room has ten networking com- puters for memlbers and visitors to use, each having access to the Internet over a high-speed'1'-I connectiolt. In addition to documenliog their research, members can search over 40U CD-HOfsls fur vital record information on (heir ancestors. A typical CD call have over it million records indexed. The collection includes the Federal Cetlstls h1dex, the GI CDs ill the Utter Day Saints Family Search collection, the LDS British Isles collection, III(. Broderbuud offerings, as well as tip(rial indexes for veterans, and Colonial mx lism 011ier CDs hold miliary record ind(x- es, Federal Land records, civil war records, marriage record indexes, birth records back to 900 AD, social serut ilv death records, SAR and DAR lineage, dig- ilized images of early lowu viral lecolds, ships passenger lists and thousands of L•llnily pedigree iecords.1 lie C-Itopl m,l lection is the elillivaleill UI trvl!I":Sllllll vul- miles of books. The library holds a cull(-cliun of over see HERITAGE, pago 11 The Island Packet, Thursday, May 23, 2002 EXPLORING HERITAGE r...iyy;,:��.:. Heyward House Historic Cenier slim for Robert Jones' es�a'`,' : ^ Kyr ; i-' `:: '•'fiyk .0j�«/me uw4 tourtoa �u ohTubIte�Chartei.Hlgb School, In W/ashington,, D. group of students from tha Associates for Renewal lo;'"•.,Th • • • ey visited Blutttcn.andliton Need Island ori Wednesday -::r Visiting studen dH: stuane�r =roots BY LAURA MARBLE THE ISLAND PACKET acute• This is our n:ality. We dont Wallow greater Bluffton. They looked at artvvork by In it We study ft and -mo* oil But we do';';'bluli :Seventeen high school students from Washington. D.C, rowoouiltry ilbsfs at the ' island's .. .:.,... need toundaspndit" :i: �;;.,,: .:'” Cplsoovery Museum an4air1a16NFtlle The students lounged on the deep porch arrived on SC Helena' of Heyward House Historic Center in Bluffton on Tuesday afternoon and wig go back to SA4;; tt 1 — in rocking chairs on the rani and on a n8 porch swing Washington on Their stud tour , _. Ftrday Y `students relatives In South includes trips to Beaufortand Savannah Cardhia mentkrned that 0 Ali I needed was a glass of iced tea," saida theywanted to form 1' Principal Patricia Balasco-Barr who was group to study their rood said Hilton Head Past fours Indude a *R to resident Howard the leader k enjoying her Deep South experience The students, ages 14 to 21, came from .Whigh� of ,.... the African Burial Grounds IO S00w Associates for Renewal in Education Public N@W 1bd( 811d bo file acid Some students were surprised to discover :.Charter High School a school for students Of the Untie u that many freed dam owned land. cid Railroad 'Nle ti. have not succeeded in traditional had land Bke'the Caucasian people," Id Cadlid said islah Genus ,,. .ois — Particularly students involved inWedonYimowttutbeause the juvenile Justltt system the student body presidenL not from They visited Bluffton and Hilton Head Past tours, offered twice a year, include a the South —we're from the city." visit to the African Burial Grounds in New Island on Wednesday as part of a larger study tour designed to teach them about Barr explained their surprise: Vail youkive York City and to the end of the Underground in is a red brick, two. to three-story row their African-American roots, "With some African-Americans there's Railroad In Canada. house In D.C. its all you know. You dont have Afters brief tau of the Heyward House, a concept of black " a desire to negate slavery,,"Balasco-Barrsaid"it the students visited the Succession Oak and Conmctfa nr at Mar* 70&8143 or the praise house on Simmonsvilie Rwd in ►mo b ndPodketmnL *�'� j�'�`_>t !.� •,; ..+� t .r.^�"r a . "',.'•• �CG :rr�'".'�?i'l-�'1��(-'�1�1 �, ti•_� n x e .rt� w!.,�6;.; :: Lecture :kstruck. series: presents I d" 15-16 Florida State Genealogical Conferenc_ holds its 26th annual conference at the Hilton St. Peters- burg Hotel, St Petersburg, Florida. Contact Ann Staley, P.O. Box 441364, Jacksonville, FL 32222; e- mail: astaley®fdn.com; web site: www.rootsweb.com/-fisgs. eyon ,illi ' 16 NGS Board Meeting, Arlington, Virginia Attachment ##4 Society, 26 Riley County (Kansas) Genealogical Society j -- phone: holds its fall seminar at Pottorf Hall, Cico Park in il: f . 1 Manhattan, Kansas. Send SASE to RCGS, c/o rnol.,' Seminar Chairman, 2005 Claflin Rd, Manhattan, 2003 NGS January KS 66502-3415; web site: www.rileycgs.com. etyholds 27- NGS Research Trip to London, England. Space on 2 Nov this trip is limited. Call NGS Research Trip g at Cen- at (703) 525-0050 or s its 27th 17-18 GENTECH 2003 with host Arizona Genealogical isconsm. visit the NGS web site: www.ngsgenealogy.org. , aol.com. November © le, Gear- 9 NGS Regional Conference, Columbus, Ohio. holds its Sheila Benedict, cats, and Cyndi Howells are the Salt Lake City Virginia. featured dpeakers. Call NGS at (703) 525-0050 or e Fenwick visit the NGS web site: www.ngsgenealogy.org. Sunda iet. 6-9 New England Regional Genealogical Confer - union in enceholds itsSeventh Annual Conference "New 19 January 2003 ; cer, 6525 England -America's Melting Pot," at Sea Crest t0 Space is limited, so register early Resort, North Falmouth, Cape Cod, Massachu- 19-26 2003 NGS Research Trip to Salt Lake City, Utah setts. Contact,ENG,POBox922,SouthHarwich, 2002 its2002 Sunday MA 02661; e-maikcranber@attbi.com; web site: 21, Salem www.rootsweb.com -maner c. / g 26 January 2003 gym. Confer- Lecture :kstruck. series: presents I d" 15-16 Florida State Genealogical Conferenc_ holds its 26th annual conference at the Hilton St. Peters- burg Hotel, St Petersburg, Florida. Contact Ann Staley, P.O. Box 441364, Jacksonville, FL 32222; e- mail: astaley®fdn.com; web site: www.rootsweb.com/-fisgs. eyon ,illi ' 16 NGS Board Meeting, Arlington, Virginia ys 2003 5; e-mail: January s its 27th 17-18 GENTECH 2003 with host Arizona Genealogical le, Gear- Computer Interest Group at Phoenix Civic Plaza, 3; e-mail: Phoenix, Arizona. web site: http://agcig.org/ ,er.com/ gt03/ Space is limited, so register early 19-26 2003 NGS Research Trip to Salt Lake City, Utah This is one research trip Is its An- Call NGS at (703) 525-0050 or visit the NGS web Confer- site: www.ngsgenealogy.org. You won't want to miss! Rollie e du. For ! February National 1 Dallas Genealogical Society holds its Lecture Se- ries. The speaker is John T. Humphrey. For more .4Geilea logiea l ake City, defy for information on the lecture series: www.dallas enealo .or . Society il 'registra- 452717th St. North ,in, 14-16 NGS Regional Conference Sheila Hilton Head Island, South Carolina. Shea Arlington, VA 22207-2399 i its 20th g at the Benedict, cats, and Cyndi Howells are the fea- Phone (800) 473-0060 Fax: (703) 525-0052 _ tured speakers. Call NGS at (703) 525-0050 or a Wine- a Wins visit the NGS web site:www.n s enealo or 8 8 gY• g• www.ii S enealo or g g �✓' g ,Drinking March when April an Con- y willle NJ 22 Sonoma County Genealogical Society holds its 11th annuals nn seminar at The Coo nd a at spring Pe g 5 Dallas Genealogical Society holds its Lecture co Sonoma State University in Park. is Series, The speaker is Barbara Vines Little, cc. For ;arylan - ociert a change from our usuaall facid. more information on the lecture series: www.dallasgenealogy.org. are the DeBartolo Carmack, cc, FUGA will present an all- s 00s0or day seminar on Family History. Contact Lois May Nimmo, phone: (707) 537-1684, e-mail: 'y rg. LoisNim@aol.com; web site: www.rootsweb.com 28-31 NGS 2003 Conference in the States /-cascgs/carmack.htm. ` _ Pittsburgh, Pennsylvania est 2002 National Genealogical Society-July/August 2002 —�� I„T } T 235 y a a tntm ° fir 2- N al N G y ; I NGS MEMBERSHIP The NGS Regional Conference will be I NGS Member # Sheila Benedict cGRsslw held at the Hilton Hotel, Hilton, Mary- I If you Walt tojdn NGS at this Ilme,you may register at land, on Saturday, 19 October 2002. I the NGS member rate. I NGS Membership $50.00 $ NGS will host a luncheon at 11:45 A.M. Family $60.00 $ Sheila Benedict is a Certified Genealogical Record Specialist at the Hillon Hotel at a cost of $19.00. I Addnlorwuamily member. (CGRO) full-time genealogical and historical researcher, and M_ I YOUR ADDRESS regular lecturer at NGS and FGS national conferences. As an -. _ —• i �� associate faculty member at Allan Hancock College, she teaches I and specializes in resmethodology, oral history, and rn ' —= aearch +'� I )- ( I Name I California research. With a B.A. and postgraduate studies in i•;I', e4 `••J. st!•' I Address 1 ---- ---- history and humanities, Sheila pursued her interest in genealogy, completing certifi- „ ° re. "MancolrnN IaJ •.. I City Cate courses in Advanced Methodology and Irish Studies at Samford University and �I 1• 1 NIGR, as well as the NGS American Genealogy: A Basic Course. She is an NGS and y ?' f- $ I State _- _ . -_. Zip Code CSGA Board Member; and past -officer of GSG and APG. t i t Phone No. ._.. ..... 7 J/ E-mail Hotel Information 1 i CONFERENCE FEES --r„�[a... •�.., Cyndi Howells A limited number of guest rooms have been I One reglalratbn per form. I Photocopies ere acceptable. i Registration Fee .'*T. v. set aside at the Hilton Resort in I NGS Member $40.00 $ y% +.• Hilton Head Island,SC 29928. Conference attendees may register at I Nonmember $50.00 $ I Saturday Luncheon $19.00 $ 3 c: Cyndi "webmaster" the special rate of $109.W per night single/ I TOTAL $ is the owner and of Cyndi s List of Genealogy double (plus tax). £' Sites on the Internet, an award-winning web site that f receives more than two million visits each month. She has To reserve a room, please register di- rectly with the Hilton Resort I Check U MasterCard U Visa U j r a numerous articles and two best-selling books for a phone: (843)842-8000. I Card No. 1 i genealogy online. A popular lecturer, Cyndi has appeared on -I Expiration Date euthored tk ABC News, NBC Nears, and was featured in articles on genealogy in Time, Nca+suaak, Cancellation Policy I and USA TOrhly. Cyndi is a membra of the NGS Board of Signature Directors and is an active member of the Tacoma -Pierce County Genealogy Society Cancellations received before 28 Dec- I = in Washington state. ! ember 2003 will be subject to a $25.(10 per I person processing fee. I Pleaaa NOMI Cw melon reoakla VA not be sent. j L YmcoxawddxdlorGaditcarddebNis No refunds are possible after that date. I YW receipt. ? 1 Send to NGS 4 6 `�. VJ . y ,• •`�-� c.* ky Y�) 1 �M ,� i5 @ ( #'% c y '�.a i t f`� r t - �# r �T 1r 4.3h, '['°',pet` +�F �� 3'`R,�;'� � �'�':'h' dY• T�r3 '�N acrt �„rx� t t _ r`r'iy P+yjfy^� +�.( 1 r {( a F{y j�.,F'fF� P�`�.rJV {, � r �J•� ... , �'� i :?fi �:;Y'��rKY�'1y�'O[�.,��i'�l��°�i.• �.. �N k .. _w,. .. �1-+l t^. i.�_.. _. .. i..��..'a, ('-✓w 'I' � 11��:YC.6.�if.Ay:s.��v � ... Rev. 8/02 ACCOMMODATIONS TAX ADVISORY COMMITTEE TOWN OF HILTON HEAD ISLAND, SOUTH CAROLINA ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION RECEIVED SEN i U 2W2 (App"cation' will " not be acceP ted if submitted after 4:00 P.M. on S ptember 20, 2002) Date: 9-19-2002 Total Pro•ectCost: J _$43,370 Total Amount Requested: X13,550 SUBMIT 15 COMPLETE COPIES OF APPLICATION C ANSWERS MUST BE TYPEWRITTEN i A. PROJECT NAME: - Family Fiesta Latina (Fiesta de Familia Latina B. ORGANIZATION: Hispanic Cultural Committee if ! Sponsor Name: Hispanic Cultural Comm tiecTitle: !: Sponsor Address: PO Box 6897, Hilton Head S C 29938 C , SponsorPhone: 843-686-6371 tt Contact Name: Juanita. Graul Title: � Co -Chairman Contact Address: C` PO Box 6897,Hilton -Head; SIC 299-gs { i Contact Phone: aaa_aaa Fail � "i r w ( 1 I�`1ti ��+7'Srk 4 a, *.. * �a r1n APPLICATION FINAL CHECKLIS'T- (Complete and return this list with the application) EThe application is being filed by the September 24, 2001 deadline. 2"We have reviewed and followed the application guidelines. 121' There is a title page giving the information outlined in paragraph D page 4. ff We are submitting 15 complete copies of the application. CtWe will be prepared to make a verbal presentation to the Committee and answer questions when we are scheduled to do so. U'We did not bind the application Application for Funding Accommodations Tax Advisory Committee Town of Hilton Head Island, South Carolina Family Fiesta Latina (Fiesta de Familia Latina) Submitted by: C: Hispanic Cultural Committee Contact Persons: Juanita Graul PO Boz 6897 Hilton Head Island, SC 29938 (843) 686.6371 Flor Chaverri-Valenciano 21 Marblehead Road Hilton Head Island, SC 29926 (843)342-5330 Amount of Funds Requested: $13,550 " Project period: May 49 2003 cfi September 18,.2002 i r 16 i to y I - 'is �� i � 5 i. 'y2. i��y s2+ I ) k ,-0 •F S � Accommodations Tax Advisory Committee Town of Hilton Head Island, South Carolina Accommodations Tax Funds Request Application A. PROJECT NAME: Fiesta de Familia Latina (Family Fiesta Latina) B. ORGANIGATION: Hispanic Cultural Committee Sponsor Name: Hispanic Cultural Committee Sponsor Address: PO Box 6897, Hilton Head Island, SC, 29938 Sponsor Phone: (843) 686-6371 Contact Name: Juanita Graul Contact Phone: 686-6371 Contact Address: PO Box 6897, Hilton Head Island, SC, 29938 Contact Name: Flor Chaverri-Valenciao Contact Phone: 342-5330 Contact Address: 21 Marblehead Road, Hilton Head Island, S.C. 29926 C. DESCRIPTION OF PROJECT: 1. General description. Family Fiesta Latina (Fiesta de Familia Latina) is a free community festival held on the grounds of The Arts Center. The purpose of this event is to bring together the entire community to celebrate Hispanic culture through music, dance, food, crafts and cultural performances by local and professional artist. This year's featured musical group is Tien Huicani who in addition to performing at the festival on Sunday, May 4 will perform for school children on Monday, May 5 and again in the evening for families. The Hispanic Cultural Committee (see Appendix A), in recognition of the growing Hispanic population and the impact this group has on the economic and social environment in the community, remains committed to the goal of celebrating the ethnic diversity of the region as a means of building a cohesive �i ;• community. We believe that the arts are a very powerful tool to bring people e. �! together and give them a deeper understanding and appreciation of others. Family Fiesta Latina provides an opportunity for Hispanics to celebrate their heritage and to share it with others. It also provides an opportunity for non -Hispanics to �►' demonstrate support and foster a sense of belonging for the newest members of �i the community. We are excited that in just four years the Fiesta has grown from t� an attendance of several hundred to nearly four thousand people. " k, ( The Hispanic Cultural Committee, Hispanic business owners and community �d volunteers are working together to plan Family Fiesta Latina 2003 which will be I tJ i t! I h h j 2�(� 4 1l 4 �' u F+'• � ; � }� 7S ' � i � rf `�,y' ��-� �'�p ��uE $�' a +:•� i" > f ER 1��',�$''�i. 7 `sF, �z • ^y held on the grounds of The Arts Center on Sunday May 4, 2003. Shuttle parking will again be provided to ease traffic congestion. The Arts Center's Community Outreach Program will assume financial responsibility (see Appendix B) and technical support for the Fiesta. The Arts Center will coordinate the event, contract the entertainment, supply staging, audio equipment and provide marketing and experienced event personnel. ATAC funds will be used to underwrite the cost associated with performers/artist stipends and ssxging/equipment expenses. 2. M arts/cultural activity, give specific description of project (attach additional sheets, if needed). Family Fiesta Latina 2003, which is free and open to the public, will be held on Sunday May 4.2003 from 12:00 to 5:00 PM. The event will utilize the building and grounds of the Arts Center and will feature musicians, singing, food, crafts, pinatas, and arts activities for children of all ages, community service information and health screening. Throughout the day a bilingual emcee will present continuous entertainment from a vane j of local and professional Hispanic performers. This year's featured entertainment will include a performance by Tien Huicani, an acclaimed musical troupe from Mexico. Tien Huicani, which means "the singers", will perform traditional folk music from Latin America. Additional musical entertainment will include guest Mariachis and a local band performing country style music called "Cumbia". Local school children will entertain with traditional dances from their home countries and professional dance instructors will teach participants exciting Latin dance steps. In keeping with the emphasis on family, special activities for children such as games, crafts, face painting and the traditional breaking of the pinatas will be available for children of all ages. In addition to the performances and arts activities, local Mexican restaurants will offer authentic foods and craft vendors r will sell their ethnic specialties. Community service agencies, such as Literacy Volunteers of the Lowcountry, Volunteers in Medicine, Hilton Head Elementary i School, and many others will provide information and health screening during the event. IF, 3. Impact on or benefit to tourkim (if required under the law). y In its fifth year, Family Fiesta Latina has become an annual island event, attracting an increasing number of people. The Fiesta is now recognized as the largest multi -cultural celebration in this region of South Carolina. The impact of Family Fiesta Latina on the community and tourism also is growing. In a letter of }„ *' support rt for the Fiesta, Susan Thomas, Vice President of Visitor and Convention Bureau the Hilton Head Island -Bluffton Chamber of Commerce describes the j !t• 9� of importance of the Fiesta to the area. She states, "Family Fiesta Latina brings the entire Hilton Head Island community together, and it is also a wonderful event for many visitors to the area. It enables visitors to learn more about our community's diverse cultures and to enjoy quality ethnic music, art, dance and cuisine from our .i growing Hispanic community. The festival sends a very positive message to - i. A 01. visitors by showing them our ability to come together as one multicultural community." A major goal of the Fiesta is to celebrate ethnic diversity as a means of building community. The rapid growth in the number of individuals attending the Fiesta is a measure of the success of the Fiesta in terns of bringing peopletogether. he uniting of the community is easily observed in the faces of the individuals attending the event. Faces that reveal a wonderful mixture of Hispanics, African- Americans and Anglos of all ages. A second and broader goal of the Fiesta is to provide a significant multicultural arts and cultural event that will serves to strengthen Hilton Head Island's reputation as a premier arts and cultural tourism location. In an effort to quantify the impact of the Fiesta on tourism, volunteers polled 1,114 individuals as they entered last year's festival. In response to the question "Where did you come from?" 62% said they were from Hilton Head, 11% said they were atO were from from on, 5" ____:sea othe .:ties in South arolina and othe MAtes or countries. The fact that over one fourth (26%) of those surveyed were nQ from the area is a strong indication that Family Fiesta Latina is seen as a significant cultural event. Future evidence of the growing recognition of the Fiesta as a noteworthy tourist attraction was coverage of the event in last year's spring Southern Living magazine. Because The Arts Center's Community Outreach Program provides marketing for the event and includes the Fiesta in all of its promotions, the Fiesta is able to take advantage of the Arts Center's reputation and resources in attracting visitors to arts and cultural events. The Arts Center's visitor programming specifically targets and appeals to families and children and the growing diversity of both our resident and family tourist populations. Family Fiesta Latina is just one of several community ethnic arts and cultural outreach events co-sponsored by the Arts Center. The Arts Center also partners with the Martin Luther King, Jr. Celebration and the Gullah Festival. The Fiesta is promoted in the Chamber of Commerce calendar, seasonal brochures at South Carolina Parks, Recreation and Tourism Welcome Centers in the state, regional newspapers, Arts Center magazines, newsletters, web page, and through fliers and posters at local hotels and restaurants. 4. Duration of project: May 4, 2003 12:00 to 5:00 PM 5. Permits required (if any): All necessary permits will be applied for by the Ads Center. 6, Additional comments: As Kathleen Bateson, President & CEO of the Arts Center stated, "It is as important to create this celebration of the Hispanic populations' culturally rich . • or heritage as it is to preserve the indigenous Gullah culture of the Lowcountry." The Arts Center is deeply committed to reaching out to local groups who might not otherwise be able to showcase their culture. Kristy Smith, Arts Program Supervisor for Beaufort County School District supports Family Fiesta Latina because "the event helps to build an alliance of the island's diverse cultures, a continuing challenge and opportunity for our school district..... I am very pleased that the Arts Center also includes field trips and a special family activity performance as part of the program. it is through positive programming like Family Fiesta Latina that we can come together as one community and remain strong in these uncertain times." D. FUNDING: 1. Source of Funds Putting on a free event that has grown to this magnitude is costly. Because the Fiesta is free to the public, it generates only limited income from vender fees and concession revenues. (See Appendix C) And although the Arts Center, even in these difficult times, continues to demonstrate its commitment to community outreach by helping the Hispanic community produce this event, the Hispanic Cultural Committee must seek funding from the community to insure that the Fiesta continues to be available to the public at no charge. Last year nearly twenty-five local businesses, organizations, individuals and grants made Family Fiesta Latina possible with contributions of over $28,000. (See Appendix D) Many of these businesses have indicated their willingness to support the Fiesta again this year. There is still, however, a need for additional funds to cover the cost of the 2003 fiesta. The Committee is seeking ATAC funding to insure that this event can remain free and therefore accessible to the entire community. ' Funds for this event are generated by the Hispanic Cultural Committee and the r Arts Center Community Outreach Program from foundations, business partners and some proceeds from concession sales and modest booth fees, (Sec Appendix C) 2. Have you requested funding from other sources or organizations for this project? fJ" Yes X_ No * Application for a special grant from Cultural Contact, a US/Mexico Fund for yf. cultural exchange, co-sponsored in part by the Rockefeller Foundation, has been fes. submitted for Family Fiesta Latina 2003. The Fiesta has received annual support pp �, from the Bargain Box and we will again seek support for this year's event. k� Hispanic Cultural Committee has begun soliciting contributions from corporate to and local business and organizations. A summary of anticipated grants and business support is included in the projected budget for Fiesta 2003. (Appendix C) A list of 2002 sponsors is included in Appendix D. ., ri '� � k( �kf ��r 't�kji{f'e t�} i'e• 45 .'i � 2. VP, }i',, rye+,�'k} d �f�,.[S }�F,..7.yt y �5 t 1 -I`.. .. ,.3�'. �."H..�ri„J�`�, .„n,�'�. `�A��.:E�SC`��..... .. ✓'�.<.ta ...3-2...—....�.._. _._�.w.. h`^ti'fr.'Y �:.t, c,�.��w'-`:2. 5 �. _ __. t'� -� �� 7 t� 3. Contributions to the project by the sponsoring organizations: Because the Fiesta is free to the public, income generated by the event comes primarily from vender fees and concession revenues. All proceeds are used to offset event expenses. No monies are held in reserve for the following year. In general, members of the Hispanic community cannot make significant monetary contributions, they are, however, very generous with their time and talents. Members of the Hispanic Cultural Committee contribute untold hours in planning, contacting event participants, such as restaurants and community service organizations, and in distribution of promotional material within the Hispanic community. Committee members also assist the Arts Center staff in coordinating and presenting bilingual programming. E. FINANCIAL INFORMATION (Adhere To Strictly): 1. A line-item budget of the project. See Appendix C. 2. Most recent-fifcal year balance sheet and profit and loss accounting statement. Does Not Apply F. FINANCIAL GUARANTEES: 1. Provide a copy of official minutes wherein the sponsoring organization approves the project and commits the organization to financial responsibility for carrying it out to the stage of completion contemplated the application, should funding be approved. See Appendix E. Cin 2. If application is submitted by an individual, provide the guarantee of a financially responsible sponsor. Does Not Apply. G. PRIOR RECIPIENT'S REPORT (If you received prior ATAC funds): (Attach additional sheets, if needed): 1. How did you use the funds? The Hispanic Cultural Committee solicited $11,167 in ATAC funds to underwrite the cost associated with performerstartist stipends and staging/equipment expenses for Family Fiesta Latina 2002. The Accommodations Tax Advisory Committee approved a grant for $10,000. As specified in the grant proposal, the funds were used to cover expenses directly related to performers stipends and staging. 2. What impact did this have on the community or benefit tourism? . ; Family Fiesta Latina 2002 was a great success. Attendance at the event increased dramatically with an estimated attendance of nearly 4,000 during the course of the `''ip' event. It is anticipated that the Fiesta will continue grow. The racial and ethnic i{, mix, as well as, the representation of individuals from all walks of life met the �11,, ' I committee's goal of `bringing the Hilton Head community together to celebrate t,. the diversity of our beautiful island". A poll of 1,114 individual attending the fourth those were ;'... 2002 Fiesta revealed that more than one (26%) of surveyed - ( from cities, states, or countries outside of this region. This suggest to the Hispanic Cultural Committee, that Family Fiesta Latina has grown to be a t'� -� �� 7 t� Appendix A Hispanic Cultural Committee Appendix B Statement of Support Appendix C Project Budgets 2003, 2002 and 2001 f Appendix D Other Sources of Funding Appendix E Resolution of Committee Appendix F Self Family Arts Center 501(cx3) Appendix G Press Enclosures F 9 1 1 t L' 4 14 C, APPENDIX A Hispanic Cultural Committee .......... Vj 'O u HISPANIC CULTURAL COMMITTEE FIESTA de FAMILIA LATINA 2003 COMMITTEE MEMBERS Juanita Graul — Co-chair Flor Cheverri-Valenciano — Co-chair �s Sergio Elias Ana Garcia Mariela Olguin Edie Flores r Javier Molina i Mark Moore t i 4 R vj, .. •( r rrhJ.t r,5. 3k�'U3n�f�� - .. .. _ .rrli Y}�.ro... .. . .. .. .. _:`t •. a I'v ci APPENDIX Statement of Support ARTS CENTER ARTS CENTER STATEMENT OF SUPPORT The Arts Center is prepared to support the fifth annual Fiesta de Familia Latina community celebration on May 4, 2003. The Arts Center is pleased to organize and coordinate this event in cooperation with the Hispanic Cultural Committee. As fiscal agent for the Committee and the Fiesta de Familia Latina, and based on the Center's designation as a 501(c) (3) organization, the Arts Center will receive and manage all funds. Kathleen P. Bateson President/CEO Arts Center Dated: September 17, 2002 f +IIs z ` . ' ART5.CENTER-THEATER SERIES • PERFORMING ,ARTS PRESENTING SERIES f 'j •�! ,.:. VISO AL.' ARTS -.EXHIBITION SERIES • ED,UCATCON.'PR OGRAM3 • COMMUNITY•rSERV ICE PROGRAMS 14 SHELTER COVE LANE HILTON HEAD ISLAND SC 29928 • ADmmmRA770N 843;69-3945'1 Box OFFICE 843 842 ARTS • FAx 843 842, 7877vita I , A., falki ;I APPENDIX C s Project Budget 2003 Project Budget 2002 Project Budget 2001 i' t 74 �! !!`{{ •y - 1. Zr S f Y C.r ! 4 T •� 4}J Y S, FAMILY FIESTA LATINA s ' • MAY 4, 2003 PROJECT BUDGET Estimated Income Admission fees .................................. S 0 Foundations/Grants ........................... 13,320 Community/Business Support .............. 8,000 Concessions ...................................... 6,500 Vendors fees ...................................... 2,000 . ATAC Funds ..................................... 13,550 Total Estimated Income ........................S43,370 Estimated Expense Performers/Artist Stipends .................... S9,550 Staging/Equipment .............................. 4,000 Set Up/Clean Up .................................. 1,750 Concession Goods ................................ 3,570 Media............................................... 4,800 Advertising ........................................ 2,600 Promotions/PR................................... 1,500 Facility and Materials .......................... 4,600 Event Management ....................... 6,500 Shuttle Parking Transportation ............. 1,500 ' OverhirelTranslations ........ 3.000 Total Estimated Expenses ..................... $ 43,370 v • ATAC Funds are designated to underwrite costs associated with performera/artiatstiperds and staging/equipment ezpeasea. 4.r : EE i � i C�'�r �:. * i—r•+-+ �; � � t` �'�",� trv''t y.x � � �`;'� � �'K w ''1 t� � . '+ � v � �''..,�} e n IA �Y + 'lam y`4°wSSi {�,t�f HI's' h" Z�53 isScr� t C FAMILY FIESTA LATINA ' MAY 5, 2002 PROJECT BUDGET Estimated Income Admission fees .................................. $ 0 Foundations/Grants ........................... 13,400 Community/Business Support ............... 6,500 Concessions ...................................... 6,110 Vendors fees ...................................... 2,000 ATAC Funds ..................................... 11.167 " Total Esthanted Income ........................$ 39,177 Estimated Expense _ Performers/Artist Stipends .................... $ 7,167 Staging/Equipment .............................. 4,000 Set Up/Clean Up .................................. 1,750 Concession Goods ................................ 4,000 Media ................ , ............................. 4,160 Advertising ....................................... 2,600 fPromotions/PR................................... 1,500 Facility and Materials .......................... 4,500 Event Management .............................. 6,500 Overhire/Trauslations ........................... 3.000 Total Estimated Expenses .....................$39,177 �� • ATAC Funds are designated to underwrite costa associated with ` performers/artist stipends and staging/equipment expenses. P,tit - 1 _ 1. Note: ATACfunds received 510,000 C w��` ��14 cxa n 2�'Ys i 4 1 t aS 3,r, +o inn ' r FAMILY FIESTA LATINA MAY 6, 2001 PROJECT BUDGET Estimated Income j Admissionfees .................................. S 0;; Foundations/Grants ........................... 12,000 Community/Business Support ............... 4,000 Concessions ...................................... 5,110 Vendors fees ...................................... 1,500 ATAC Funds ..................................... 7.540 " Total Estimated Income ........................$ 29,750 Estimated Ezoense Performers/Artist Stipends .................... $ 4,400 CStaging/Equipment .............................. 3,140 Set Up/Clean Up .................................. 1,250 Concession Goods ................................ 1,800 Media ............................................... 4,160 Advertising ........................................ 2,10 / Promotions/PR................................... 1,500 r Facility and Materials .......................... 34M Event Management .............................. 5,900 i Overhire/Translations .......................... MOO • Total Estimated Expenses .....................$29,750 i fry ATAC'Funds are designated to underwrite costs associated with j performers/artist stipends and staging/equipment expenses. S�}t Note: ATACjwn& recdved $7,540 l 1( 1. C � --A� •--•^t � fS'_"�ggS��'��'�y wf• e - r Q•s ; ek �i tb "'Yxy�y�'}} "'t'� �ux Jl`l- 114N, APPENDIX D S Other Sources of Funding f r - i Ru Am rr Community Sponsorship Family Fiesta Latina 2002 Grant Sponsors ATAC Grant $10,000 i Bargain Box 5,000 Fiesta Underwriter J. Graul 59000 Champion Sponsors ($750 +) Sams Club 19000 9 Island Packet 750 Supporters ($350 +) Mailboxes Eta 400 Lai Lila 400 Anderson Studios 350 Atlantic Savings Bank 350 Club Group 350 Grayline 350 Hilton Head Glidden 350 Hilton Head Texaco 350 Publix 350 The Greenery 350 Waste Management 350 Yellow Cab 350 TD Peeples Construction Co., Inc. 300 Friends ($150) 'vs Affairs to Remember 150 Kathleen Bateson 173 Blue Chip Expo 150 Burkes Main Street Pharmacy 150 CaN Europa 150 f7 Home Builders Association 150 Liberty Savings Bank 150 Ocean+ Woods Landscaping 150 y Palmetto Electric Cooperative, Inc. 150 Piggly Wiggly (a3 Shelter Cove 150 Sea Coast Insurance 150 J GRAND TOTAL $ 29,023 1 --�- --'-- t •'`d #i,`j- }ti+'E�l� ,P` u��' �� ,u, S 4 ,.a ,^.' �v✓ ,�.c, `i k 3 L':° t''� F h� _ FI r. APPENDIX E i, Resolution of the Committee Members i cr i ,y t f 43y��R _ S t r� r r s � I Mrs THE HISPANIC CULTURAL COMMITTEE RESOLUTION OF THE COM MM-EE MEMBERS At a special meeting of the Ifispanic Cultural Committee on January 28, 2002, the following resolution was adopted: INTERNPI- REVENUE SERVICE DISTRICT DIRECTOR 401 W. PEACHTREE ST, NW ATLANTA, GA 30365-0000 mt. SELF FAMLLY AMS CENTER INC P 0 BOX 51$C HILTON HEAD ISLAND, SC 29',3f3 DEPARTMENT OF THE TREASURY ..,p 1,}yi-r (..'•:u C if„dt.•., Huru.ei: <,7-10,:,.. :t : I.a sem- Numb ---': r.;nract Fer,.;u: EF'/EO CU510141EIc SERV (CE "I'M L.ntaet Tat -'ph one Numb -:r: (410) '962-605::( accounting Period Ending: June 30 1-vundation Sl:atus Clas5if11atian: $09 (a, (2) ravance Ruling Period t#eglns: October 165 1995 Advance Ruling Period Lads: June 301 2000 Addendum Applies: Yes Dear Applicant: Based on information VOu supplied, and assuming your operations will be as stated in your application for recognition of exemption, we have deLermined you are exempt from federal income tax under section 601(a) of the Internal Revenue Cade as an organization described in section 501(c)(3). CBecause you are a newly created organization, we are nal; now :making a final determination of your foundation status under section 509(x) 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 l publicly supported organization, and not as a private foundation. This advance 1 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 Ij 1 to me et the requirements of the applicable support test. If you 0o not Beet / the public support requirements during the advance ruling period, we will classify you as a private foundation for future periods. Also, if we classify it treat you as a private foundation from you as a private foundation, we will r(y your beginning date for purposes of section 507 (d) and 4940. yp Grantors and contributors may rely on our determination that you are mit a private foundation until 90 days, after the end of your advance ruling period. �t If you send us the required information within the 90 days, grantors and contributors may continue to rely on the advance determination until we rake w a final determination of your foundation status., If we publish a notice.in the Internal Fevenur. Bulletin stating that we j` letter 105 (DO/CG) r L; " �Lj �i .�h�'"r� 'i�'t»'(rrt+�'"' .� •, xy. u'f,.» r„h.. 0 I'M SELF FAMILY ARTS I ENlUi ENC iii I I no longer treat yc'u -1` a pt,j lc 1, supp.,-tvd ..rgan, gr.,n1rs end this del.,�ri., nation after ter the data %:c.- publish Lhf: contributors may not rely •:•n. publicly -..upperl;&d orga— noLice. in addition, ,f You y"lle status as a aware of- th. nation, and a grantor or contrtbut�-e .,as responsible for, or was Awa act or failure to act, that resulted in your loss of such status, that persc-n may not rely On this determination from the date of the act: or failure to act. Alsoi if a grantor or c.?ntributor learned that rje had given notice that you w,:.old be removed from classification as a publicly supported organiZal:10n, then that person may not rely --,it th,,. determination a,. Of the dat,.,.;• he or Sne acquired such knowledge. -st charak�-ir% or meth -1 your ;ource, ..,f Stir If you change- y-., ,P,�rtl your purposes, % -:11' the 614r"Je .:.f operation, please let us kn-No St 5,& can consid.r the effe-.*t --- status. If you amend your Orgil-ilational your exempt status and fontidati-In ropy of the amended document jr byla�s, document Or bylaws, please send us a Also, let its know all changes in your name Or address. As of January Is 19041 you are Asable for social security t4geq under the Federal Insurance Contributions Act On amounts of $100 or more you Pa,' tc- -t for the tat: each of your employees during a calendar year. You are not liable ss 'rA) imposed under the Federal Unemployment Tax Act (I"l, - Organ!--ations that are not private f.)undatioll% are ni:.l: subject to the pri- vate foundation excise ta-,es under Chapter 42 of the internal RvnuetCode. I t from other federal excise dKes- if However, you are not automatically egefil` you have any questions about excise$ empl.)ymenti or Other federal taszes, please let us know. *ded in 5,�Ctir-rl 170 of the Donors may deduct contributions tr, you as pro.v�! transfers, �<','r,,gifts to you devise! 1 1 Internal Revenue Code. Bequests, legacies' �d gift t;1:1, purposes if they or for your use are deductible for Federal estate d ,% .�26E_5 2106, and 2522 of the�Code. meet the applicable provisions of sections., Donors may deduct contributions to you only to the extent that *heir nsidee 11 a . tion received. Ticket purchaii.4s and contritliations are gifts, with no CO similar payments events may not necessarily fundraising in conjunction with fundraising the circumstances. Revenue qualify as deductible contributj.�nsi dependi:ng on Ruling 67-246o published in Cumulative 67 on page 104, `gives ents guidelines regarding when taxpavers m(adriiission to, 13C may deduct Payft.,,P3.. r.., , charity ha'I other participation in, fundraising activitiesfor c r I You are not required to file Form 990, Return of organization Exempt From Income Taxi if your gross receipts each year are nc-roally %259000 or less - If you receive a Form 990 package in the mail,simPlV attach the label provided,. check the box in the heading te. I indicate that Your annual. gross receipts are normally s25v000 or less, and sign t I he return. If , you are requi I red to file a return you must file it by the 15th day of month after the end -:sf your annual acce,,unst-ing,period... We charge a the fifth.m is reasonable penalty of $10 a day when a return i%ji led ate, unless there S coo/cM Lettar,L04 ILy +,e carge cannot exceed U, raxlmu"I pen hn Cause far the delay. Ho,+evar. far the year. uhlr.hever is less. Na sS, 000 or 5 percent of your gross receipts Complete. So, please be sure may also charge this penalty if a raturn is not your return is complete before you file it* You are not required to fila federal income tax returns unless you are •n of the Code. tur Form income tax return onr subject to the tax on unrelated business income under a tax If you are subject to this tax, you must file an we Tax Retiosed tare unrere acttvitieshis 990—T. Exempt Organization Business income sent crop �.f nob determining whether any of your Pre defined in sac tion _1'a' the Code. Iated trade or business as You need an employer identification number even if. you have'"`arion,vwes app If an employer identification number was not entered on your it. Please use that number on . will assign a number to you and advise you of 1n correspondence with the Internal Re -venue all returns you file and all Service.` You indicate that you will not finance your activities Hith tar.—exempt this determination letter bonds or certificates of participation. Therefore, funds through such is bused an the understanding that you will not raise by either of these financing. if in the future yr?u $41s al to raise funds the Internal kavanue Service, (�'� aethods, you should request a ruling from CI.C. ^_0224, Attn: CF':E:EO:R, C, 1111. Constitution Avenue+ N.W., Washington, I.R.B. 10. according to Revenue Procedure 90-4+ 1990—_ If we said the heading of this letter thatan addendum applies, the .in addendum enclosed is an integral part of: this latter. Because this letter'could help us resolve any Questions about your exempt in permanent records. status and foundation status, you should keep it your letter to your representative as indicated We have sent a''copy of this in your power of attorney. If you have any questions+ please contact the person whose name and telephone number are shown in the heading of this letter. Sincerely yours, i Clistrict pireetor I. t Enclosure(s): r Addendum s Form 87?^C Letter- 1045' R.OQy�iZ Jz sm You are not required to file Federal income tax returns unlea,s you are subject to the tax an unrelated business income under section 511 of the Cada. eased Ta on our review of your application for exemption, it appears that certain of Your activities constitute unrelated trade or business activities as defined ,n section 513. Therefore, you may ba liable for filing Form 990-T for each year , y� for which such return is due. These returns should be filed with the Internal Revenue Service Center servicing your state. .Advertising that goes beyond the, mere identification of the Purchaser' consti= tutes unrelated trade or business within the meaning of section 513 of the Code. A substantial number of the advertisements in your Playbill go beyond the identification of the purchaser to disseminate an advertising message. ' Unless such advertising meets some other exclusion to section 513 you are lia- ble for the Tiling of Forms 990-T annually. See Rev Rul 76-93, 1976-1 C.e.170. S You .are required to make your annual return available for public inspection for three 'V*ars"after the return is due. You are also required to make available a ropy of your exemption application, and supporting documents, and this exemption letter. Failure .to make these documents available for public inspection may subject you to a penalty of $10 per day for each day there is failure to comply (up to a maximum of $5,000 in the case of an annual return). See Internal Revenue Service Notice 88-120, 1988-2 C.B. 454, for additional information. If your organization conducts fund-raising events such as benefit dinners, auctions, membership drives, etc., where something of value is received in return for contributions, you can help your donors avoid difficulties with, their income tax returns by assisting then in determining the proper tax treatment.of their".contributions. To do- this."ycu should, in advance of the event, determine the fair market value of the benefit received and state it in your fund-raising materials such as solicitations, tickets, and receipts / in such a"way that your donors can determine how much is deductible and how such is not: To assist you in this, the Service has issued .Publication 13911 I Deductibility of Payments .Made to Charities Conducting Fund -Raising Events. { You may obtain copies 'of Publication 1391 fromyour local IRS Office. Guidelines for deductible amounts are also set forth in Revenue Ruling 67-246+ Is ,q 1967-2 C.S. 104 and Reveuue Procedure 90-121 1990-1 C.D. ,471 and Revenue' Procedure 92-49, 1992-26 I.R.R. 13. r Letter 1045,(00/C01 1 py f ti^"L�Y y I APPENDIX G Press Enclosures j 11 j ►OVA, VA C 4 MONDAY, MAY -6,2 0 0 2 Southern Beaufort County's Newspaper Festival celebrates Latin culture BY LAURA MARBLE THE ISLAND PACKET Carmen Garcia grinned on stage Sunday as she twided the ample skirt material in her flaming red dress. The 13 -year-old began dancing to Mexican folk music at age 5 in Mexico. When she moved to Beaufort at age 7, she encountered a culture not so familiar with her country's traditional dances. "fin really proud to do them," Garcia said as she walked away from the stage on Sunday. -Mey are from our culture." The fourth annual "Fiesta de Familia Latina," held outdoors at the Self Family Arts Center, showcased local and regional dancers, musicians, cooks and vendors. "We like the American people to know about the culture we have," said Sergio Elias, the master of ceremonies, who grew up in Mexico. "Maybe this is a way to know each other better." Spanish conversations mixed with English ones as participants filled long rows of folding tables with spicy food purchases. "In America we are aware that were very diverse," event co-founder Juanita Graul said. 'We need to find a way to blend these diverse communities'— nodus[ beawareof them." As adults demonstrated paper Flower making and bracelet weaving to Spanish and English-speaking children, Graul explained that Festa de Familia Latina began in 1999 after co-founder For Chaverd mentioned that non -Latinos on the island get a narrow view of Latina islanders. "She was saying we always get to see them as workers, but because of language barriers, ( wedon't get toknow them,"Graul said. The event that drew 350 people the first year was expected to draw more than 1,000 Carmen Garda performs a dance known as an Estampas de Mexico, during Sunday's Fiesta de Familla Latina at the Self Family Arts Center. In addition to music and dancing, the festival also featured Latin American food, vendors and plfiatas. people on Sunday, arts center president River in Colombia and Venezuela. Kathleen Bateson said. Sponsors of the event included The Bargain The arts center brought in a quartet from Box, the Accommodations Tax Advisory Costa Rica as a contribution to the day's musi- Committee of the Town of Hilton Head Island, cal program. "Los Llaneros," a string, wind Sam's Club, The Island Packet and donors to and percussion quartet, played the music of the Self Family Arts s enter. Island businesses the savannas along the basin of the Orinoco also supported JJJ LATIINA a 1Vli E S H 0 E� Y. s W E W E R E E N T E RTA I N ED y. O i { a APPENDIX L FY 2004 BUDGET Y c F Sa t , 1 ....1 ,- r�-c— � M� �� '� M1...� �l yi y✓' F� � � ��4 .wF'1 �k � Lh C ARTS CENTER Projected Budget for Fiscal Year 2003-2004 200312004 BUDGET % Earned Income: Subscriptions $ 357,000 Admissions 799,402 Group Sales 162,297 Field Tris 22,827 Tuition & Fees 5,376 Food & Beverage Concessions 32,456 Merchandise 5,723 Event Commissions 26,497 On -Center Patronage 63,000 Venue Rental 228,641 Equipment Rental 4,820 Reimbursed services 90,241 Rental subsidies 165,286 Facility Fund 91,310 Other 35,576 Interest 58,193 Total Earned Income 1,820,072 54% Contributed Income: Annual Giving 210,000 Vw-igirship 36,750 Desi nated Underwriting 19,425 Corporate Sponsor 147,000 Business Partner 66,570 Special Events 361,200 Gifts In Kind 55,567 Media in Kind 126,215 Foundations 110,250 Government 390,722 Special Major Gifts Millenium to Operating 0 Total Contributed Income 1,523 719 48% Total Income 3,343,791 100% Project Expenses: Theater 723,227 57% Presenting 163,452 13% Visual Arts 52,286 4% Education 69,307 5% Outreach 60,012 5% Rentals 19,647 2% Development 233,772 18% Administration 22,050 2% Total Project Expenses 1,343 754 41% Fixed Expenses: Salaries 1234,533 67% Taxes 98,225 5% Benefits 64,021 3% Overhead Expense 489,859 26% Interest 60,900 3% Total Fixed Expenses 1,947 538 59% Total Expenses 3,291,291 100.6 Net Operating Income S 62,501 APPENDIX M FY 2002 BALANCE SHEET (Projected) i t i +Fr Vr 1 , IN -04 ARTS CENTER Unaudited Balance Sheet for Fisc31 Year 2001-2002 As of August 31, 2002 ASSETS CURRENTASSETS TOTAL CASH $372,250.70 TOTAL INVESTMENTS $27,520.99 ACCOUNTS RECEIVABLE Accounts Receivable Miscellaneous $14,591.69 Accounts Receivable Unrestricted $83,561.81 Accounts Receivable Endowment $500,000.00 Accounts Receivable Temporarily Restricted $157,449.50 TOTAL -ACCOUNTS RECEIVABLE $755,603.00 i TOTAL ALLOWANCE FOR BAD DEBT ($37,203.85) g TOTAL CURRENT ASSETS $1,118,170.84 NET FIXED ASSETS FIXED ASSETS Land $900,000.00 Building $9,532,481.67 Furniture & Fixtures $183,334.22 Production Equipment $431,662.23 Facilities Improvements $205,970.25 Office Equipment $214,883.97 Computers & Software $192,803.81 +�•, _ Vehicles, Machinery & Equipment $46,195.51 TOTAL FIXED ASSETS $11,707,331.66-. TOTAL ACCUMULATED DEPRECIATION F($2,472,453.66) i NET FIXED ASSETS $9,234,876.00 f TOTAL PREPAID EXPENSES & DEPOSITS $56,255.59 • OTHER ASSETS Appreciable Art $74.983.23 nventory 52.990.08 i TOTAL OTHER ASSETS $77,973.31 t i TOTALASSETS $10,467,277.74 I' P@go 1 of 2 jy trru —^ M°lel -- j { ARTS CENTER Unaudited Balance Sheet for Fiscal Year 2001-2002 As of August 31, 2002 LIABILITIES & FUND BALANCES ~ LIABILITIES --- - CURRENT LIABILITIES TOTAL ACCOUNTS PAYABLE $84,365.63 TOTAL PAYROLL WITHHOLDING &TAXES $16,236.33 DEFERRED INCOME Deferred Income Subscriptions $283,398.00 Deferred Income Advanced Admissions $16,815.00 Deferred Income Rental Tickets $14,636.00 Deferred Revenue Other $48,550.16 TOTAL DEFERRED INCOME $363,399.16 i. TOTAL OTHER LIABILITIES I $1,261.17 C' TOTAL CURRENT LIABILITIES $465,262.29 NOTES PAYABLE' . Lighthouse - Queen's Grant Mortgage $85,811.28. Liberty Saving- Bank Line of Credit 51,292,147.1 b Liberty Savinr s Bank Note (HVAC) $143,920.51 TOTAL NOTES PAYABLE $1,521,878.95 TOTAL LIABILITIES $1,987,141.24 TOTAL FUND BALANCE.. $8,500,136.50, �• TOTAL LIABILITIES & FUND BALANCE $10,467,277.74 1 S yY) 1 it F4? ll J y 1 i i7 )t pl ' I ii£ 1 1 i f t PApe2Of2 �rfi� � '. I i•.F a n IV h�aytt, 'F p��'i fl V i i 1 APPENDIX N RESOLUTION OF BOARD OF TRUSTEES ` s ,1t I i t a APPENDIX O FY 2001 BUDGET FY 2002 BUDGET ` s 4 v + tj I; + i 4 f { j ARTS CENTER Income Statement for Fiscal Year 2000-2001 As of August 31, 2001 MANN f f �3irt �.In 4 Y,{ „ z ,zt «`aih1s,✓D`.£:M+Lii �' A 2000/2001 ACTUAL % Earned Income: Subscriptions $ 255,486 Admissions 624,542 Group Sales 89,816 Field Tris 28,457 Tuition & Fees 6,212 Food & Beverage Concessions 32,173 Merchandise 10,354 Evant Commissions 9,267 On -Center Patronage 79,248 Venue Rental 265,694 Equipment Rental 1,410 Reimbursed services 107,351 Rental subsidies 207,328 Facility Fund 0 Other 25,498 Interest 67,691 Total Earned Income 1,395,670 45% Contributed Income: Annual Giving 230,988 Membership 10,496 Designated Underwribng 42,753 Corporate Sponsor 150,019 Business Partner 29,100 Special Events 254,844 Gifts in Kind 56,075 Media in Kind 90,500 Foundations 93,790 Government 357,745 Spatial Major Gifts Millenium to Operaling Operating 384,346 Total Contributed Income 1 7110,858 55% Total Income 3,098 525 1110% Project Expenses: Theater 678,022 54% Presenting 177,746 14% Visual Arts 45,891 4% Education 90,D42 7% Outreach 29,707 2% Rentals 25,668 2% Development 216,138 17% Administration 2,743 0% Total Project Expenses 1,268,857 40% Fixed Expenses: Salaries . 1,174.661 62% Taxes 86,599 5% Benefits 106,834 6% Overhead Expense 464,078 24% Interest 1 65,681 3% Total Fixed Expenses 1,897,854 60% Total Expenses 3184 711 100% Net O ratin Income S 88188 MANN f f �3irt �.In 4 Y,{ „ z ,zt «`aih1s,✓D`.£:M+Lii �' A t ARTS CENTER Unaudited Income Statement for Fiscal Year 2001-2002 As of August 31, 2002 v U . wr ih � $ .. ,�.ra�_r, 3.+�rr wy�1 it `$�.. � • ' MA• t�uy z R��l. � f�`3�` � �t 200112002 ACTUAL % Earned Income: Subscriptions $ 287,509 Admissions 580,399 Group Sales 88,421 Field Tris 22,416 Tuition & Fees 4,974 Food & Beverage Concessions 34,519 Merchandise 10,146 Event Commissions 12,858 On -Center Patronage 48,141 Venue Rental 266,593 Equipment Rental 6,062 Reimbursed services 88,945 Rental subsidies 214,608 Facility Fund 59,227 Other 103,321 Interest 66,695 Total Earned Income 1,455,619 49% Contributed Income: Annual Giving 209,604 Membership 22,913 Designated Underwrffing 55,600 Corporate Sponsor 98,700 Business Partner 14,650 Special Events 336,390 Gifts in Kind 21,468 Media in Kind 89,384 Foundations 79,982 Government 372,685 Special Meior Gifts Millenium to Operating 240,000 Total Contributed Income 1,541,376 51% Total Income 2,996,995 100% Project Expenses: Theater 740,652 58% Presenting 151,429 12% Visual Arts 71,111 6% Education 56,985 4% Outreach 35,235 3% Rentals 33,857 3% Development 233,664 18% Administration 5,357 0% Total Project Expenses 1,328,290 41% Fixed Expenses: Salaries 1,161,454 61% Taxes 82,088 4% Benefits 77,804 4% Overhead Expense 625,803 28% Interest 54,891 3% Total Fixed Expenses 1,901,840 59% Total Expenses 3,230,130 100% Not Operating Income $ . 233135 v U . wr ih � $ .. ,�.ra�_r, 3.+�rr wy�1 it `$�.. � • ' MA• t�uy z R��l. � f�`3�` � �t ' TOWN OF HILTON HEAD ISLAND One Town Center Court, Hilton Head Island, S.C. 29928 " '` ♦trr?;• (843) 341-4600 Fax (843) 842-7728 �Y http://www.ci.hilton-head-island.sc.us 09, 2002 ,,ctober Thomas D. Peeplkft* John Urato Mayor UNICO - Hilton Head Island Chapter Junes K Carlin P O Box 7335. +� MryorP ' Hilton Head Island, SC 29938 Council MembersRE: UNICO Opera Kenneth S. Pear I& Urato Kenneth S. Het W.J. (Bill) Mottel John sdayThankyou for your application for Accommodations Tax funds. You are scheduled to appear ' George W. Willi'R ore the Accommodations Tax Advisory' Committee in Town Hall Council Chambers (One Town Center Court) on Thursday, October. l7, ;00i at 1:30 P.M. Stephen G. Riley •' r Town Manager You are requested to be present at feast 15 minutes before your prds�ntation and are expected to spend 30 to 60 minutes of the hearing. Please, b&pfepared to discuss your organization's long- range goals and the role that bed tax funds wif1 play it %P future. { Please note that the Accommodation Tax Qgersight Comruittee and the Department of Revenue have determined that all applicants: fot B4tT x dbllammust:show a'tourisfi.i impact from their f. program or event. C..l '. 1 F.1 .... _ impact will be measured by the percent of tourists that are participating'in each applicant's program. This percent will be tLbiilsls for. vital percent o'f ]he total cost that can be approved by the ATAX Committee: �, A tourist is defined as a visitor oommg'to i�iilon HeBil.lslapd not iia business) from more than fifty miles away. J Also, please find attached a copy oPg0Ii7 ATAX Applicants If you have a financial relationship with another applicant on the lts..� please be prepared to'dtsclose t7ie:r store and extent of your relationship. Please be prepared to disc'us's your rglatjonshtp With The Self Arts Center, and your impact on tourism. Very truly yours„ r a i David Warren, Chairman Irl Accommodations Tar Advisory Committee L CC: Steve Riley, AICP � Accomniodations Tax Corrunittee. D W/hb 4tit�NS Z C k 1 ter Sit. A v - .t yr, F` +• j t G''. iI f�� .,1.•dwiinsfi.'$vf`i?K.E1tf . �..� ? • ... x .. .. .. ._ . s�� . �r . t �. .. h � r c � ry � t a `' � ,v , �' �ap7 2� APPLICATION FINAL CHECKLIST (Complete and return this list with the application) a,' The application is being filed by the September 20, 2002 deadline. .' We have reviewed and followed the application guidelines. / o There is a title page giving the information outlined in paragraph D Li page 4. ' d We are submitting 15 complete copies of the application. e( We will be prepared to make a verbal presentation to the Committee and answer questions when we are scheduled to do so. We did not bind the application (NO BOOKS or BINDERS). 1, 1 I r 5 dh tY .y2 M. r fTi1a..55�yy "��'A7$y� Rev. 8/02 ACCOMMODATIONS TAX ADVISORY COMMITTEE TOWN OF HILTON HEAD ISLAND, SOUTH CAROLINA ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION arr.FIVED SEP 2 0 2002 C. DESCRIPTION OF PROJECT: 1. General description. Fully staged opera with orchestra 2. If arts/cultural activity, give specific description of project (attach additional sheets, 1 if needed). Two evening performances, one matinee performance. 3. Impact on or benefit to tourism (if required under the law). Regional attraction. 4. Duration of project Starting date: 1-10-2003 Completion: 112-2003 5. Permits required (if any). None 6. Additional comments. Cultural event which draws attendees within five hour drive market. �y D. FUNDING: 1. Source of funds. LJNICO Organization LocaL/Natianal ATAC 2. Have you requested funding from other sources or organizations for this project? Yom_ I` No If so, please list sources and amounts. UNICO National $250-00 i. - 3. Contributions to the project by the sponsoring organization: i UNICO of Hilton Head $66249.99 1 � �in, ,ra S- 1 r . i WNv ' E. FINANCIAL INFORMATION (ADHERE TO STRICTLYI: 1. A line -item budget of the project. 2. Most recent fiscal year balance sheet and profit and loss accounting statement. F. FINANCIAL GUARANTEES: 1. Provide of a copy of official minutes wherein the sponsoring organization approves the proiect and commits the organization to financial responsibility for carrying it out to the stage of completion contemplated in the application, should funding be approved - 2. If application is submitted by an individual, provide the guarantee of a financially responsible sponsor. G. PRIOR RECIPIENT'S REPORT (If you received prior ATAC funds): (Attach additional sheets, if needed): UNICO - HILTON HEAD ISLAND CHAPTER ` BOARD OF DIRECTORS MEETING May 6", 2002 Hilton Head Island MINUTES h 1. With a quorum present, President Larry Moran called the meeting to order. In attendance were Bob Costantino, Mark Zarra, Chuck Salvo, Tony Guasto, Tom Hanahan, Connie Fisher and John Alagna. Also in attendance was John Urato. Absent: Bob Dema, Ed Esposito and Charlie Geraci. 2. Minutes: Mark Zarra made a motion to accept the April Minutes with a second by Chuck Salvo. Motion passed. 3. Treasurer's Report: It was reported that as the end of April there was a balance in the operating acroimt of $27,5G1.59, $610.00 in the charity account from Cos Urato, $8,300 in the scholarship fund ' and $2,280.00 accounts receivab:,- with total assets of $38,081.59. Expenses and income were discussed for the past month. There was discussion about some expenses, in particular the storage unit. Connie Fisher made a suggestion that if we do not need a climate controlled environment, then possibly a trailer could be bought to store paper items, sports equipment, etc. to be moved to each event. No action vdll be taken at this time. Tony Guasto made a motion to accept the report with a second from Tom Hanahan, motion passed. 4. Events: Bocce: June I" is the Annual Bocce Tournament. Sun City will be contacted. Entryfee will be $35 per two man team and $30 for seniors 65 and over. Sausage and peppers will be served for lunch and someone will look into ices. T-shirts need to be ordered and there was discussion about sizes and that no date should be put on it. It will be at the Island Recreation Center. Further discussion about a time element and selling 50150. Golf Tournament; It was reported that the Annual Golf Tournament will be at Oyster Reef on August 24. Format will again be a 3 -man team with $100 per person entry fee. Casino Boat: This event has been cancelled due to lack of participation. y Baseball: There was discussion about possibly going to see the Sand Gnat's in Savannah on June 27h. Tony & Tina: Date set is July 9a'. } vs- Picnic The picnic date is set for July 14". Publicity: Charlie Geraci agreed last month to get word out to the local media of our events. 5. Opera: There was extensive discussion about having an opera this year and some financial concerns were brought up following the events of September 11th. At the previous Opera Committee meeting ' a budget was developed and presented to this board for their approval. Bob Costantino made a motion to accept the Opera Budget and present it to the membership at the next membership business meeting for their approval. John Alagna seconded the motion and after more discussion, the motion was approved. 6.. Adjournment: Meeting was adjourned at 7:10 p.m. t i � 3 Hilton Head Island Chapter of UNICO • r Special Business Meeting MINUTES May 30th, 2002 11 Carpaccic's Ristornate L With a quorum present, President Larry Moran called this special meeting to order at 12:45 p.m. In attendance were Connie Fisher, John Calimari, Ed Esposito, Bob Dema, Bill Mirabella, Chris Cantasano, Dino I)Wenna, Chuck Salvo,. Tom Hanahan, Bob Costantino, Mario Melita, Martin Padalmo, John Alagna, Frank Giglinto, Mark Zarra, Fraucoise Urato, Tony Guasto, Frank DeTurris, Rhonda Fantozzi and Lou Perella 2. Minutes: Tony Guasto. made a motion to swept the Minutes as presented. Bob CostwL seconded the motion and without finihet discussion, the motion passed. 4 3. Opera: A letter had been sent to the membership regarding support foi the 2003 opera. Each member was asked to vote and pledge their support in the way of sponsorships or tickets for this event. They could either mail it or bring it to this luncheon. By a majority vote, the membership voted to accept the Opera 2003 Budget and its support for this event }. Bocce: The members were reminded that the Bocce Toumament is on June I" and everyone was C° encouraged to come out and enjoy this yearly event and fundraiser for our charities. t 5. Adjournment: With no fiuther business, the meeting was adjourned at 1:10 p.m. ji e I Iy{ 7r, 3 Z y c Y i c OPERA BUDGET FOR UNICO - HILTON HEAD ISLAND CHAPTER 2003 EXPENSES 2003 HGM Productions $ 44,500.00 Self Family Arts Center $ 10,255.00 Housing $ 3,300.00 Adve:41sing/Postage/Printing S 11,494.00 Opert3nq Night $ 1,100.00 Miscellaneous $ 500.00 a. TOTAL EXPENSES $71,149.00 RECEIPTS Ticket Sales $ 57,000.00" Sponsors $ 6,000.00 Total Receipts $63,000.00 Net Profit $ ( 8,149.00) .. • 300 $75.00 =.$22,50'.`: .: 300 @ $70.00 = 24,00U ' . 300 @ $70.00 = $24.000 $64,500 s Advertising in Island Packet & tourist guides i.e., Where To Go., Island Events, etc. Marketing Mgmt. $3000.00 Graphic Design : 32160.00. PR $'900001 Writing . Printing $3250:00 Sig ,Photos $:688 00 'Ad =ging (see above) .$'842;0 pyy5< n!"y �C l f �.'�'k'r�i. £.�i;•��Iki/:'Y" � �_ S � 1. I •». � � r .. 4 �fiiS��fi .i t.aaj I/3:'TJ�. .s ,. .. . .. ... _ OPERA BUDGET FOR . C.' UNICO - HILTON HEAD ISLAND CHAPTER 2011-2002 EXPENSES 2001 2002 HGMPrrductions $ 41,168.00 $ 41,500.00 SeIF Family Arts Center $ 13,074.00 $ 11.417.00 Housing $ 3,500.00 $ 4,500.00 Adverfising/Postage/Printing $ 11,632.00 $ 10,450.00 Opening Nigh $ 1,100.00 $ 1,100.00 Miscellaneous $ 825.00 $ 500.00 TOTAL EXPENSES $ 75,000.00 $69,467.00 RECEIPTS r°cket Sales $ 67,500.00 $ 59,280.00' Sponsors 12,000.00 _ Total Receipts $ 79,500.00 Net Profit $ 4,500.00 ($10,187.00) • 304 @ $75.00 = $22,800 • 608 $60.00 = $36,480 $59,280 s R.' ay e 4 µ. I UNICO - Hilton Head Island Chapter Transaction Detail By Account „9ei,9ra2 September 17, 2001 through September 17, 2002 1V" Meam Del Ysmo Mount Ballance - Special Event Cpaa Depalt 1200=01 N. P'adet Sporoor2802 75OM 850.00 � 758.00 1.400.00 DW-K Dapped 1216+2001- ErtCortWIllapa2001 12121!2001 Coent Newnw, Maas, Open Sponsor 700.00 2,100.00 3 Deposit. 1/8/1002 Urol*Grow 1,000.00 250.00 3,100.00 3,350.00 - Deposit. Deposit Ile= MUSThbl -1/102002 HH Appraisal - 250.00 3,800.08 ;. Deposit 1/10/2002 MJAni�no - 250.00 3,850.00 Deposit 111MM M"W" knetics 250.004,100.00 Deposit 1/102002 - East MoBpage 250.00 4,350.00 �. Deposit - Dap 1/10- FraMeo's - /!002 -Sell 125.00 4,175.00 - , Deposit - --2/512002 -Fw*Ads 25,38628- Dapre 3/42002 Golden Aga Ian. 250.00 30,111.28. Deposit 429200202 ATAC Funds 71500.00 37,611.28 Total Opera 37.81128 37,611.28 i Toter Special Elam Inoone 37,011.28 37,811.28 TOTAL 37,e1120 37,e17.1e, `Ya e f eal � x UNICO - Hilton Head Island Chapter gg8plg7 Transaction Detail By Account September 17, 2001 through September 17, 2002 Type Dab Num Norte mum Spat MOW* BdWM SpwW EwniExpw" OPOM NW wt Check 11(20/2001 2330 : SW Fsmay At C -e-. Pw Contract UMoo OWdL.. 705.00 705.00 1' Cho& 1/108002 Camim Fket For Poducbn Comppsny Op -f AAO -Y ... 14,743.42 15,449.42 Check 1110(1002 2341. The VYka Shop Ch -mm Unico Op-ed,.. 124.62 15,574.04 Check 11108002 2342 Carohm Fket For Pmducdon CmWq Unico OperatL 7,863.42 23,437.46 cuc k 11108002 Cbm Amunt For Pmdudion Company Unko Sdalar... 6,467.01 31,904.47 s; Ch2/412002 23" Tmy Ouesto ChwrW.Ww. Reirnhuree UNICO Chedd .. 81.48 31,965.95 . Check - 2158002. 2347-. ChrisarWs CmwmOP"kvNight UNICOChecki... 1,000.00 32,965.95 Check 5848002 2361 HUG Productiokn 18 D"M UNICO Chedki... 11,125.00 44,110.95 Total Open Nlght 44.110.95 44,110.95 f TOW Special EwkdExpenw 44,110.95 44.110.95 TOTAL 44,110.96 44,110.90 %F s� _z � 5 61) - ..I f UNICO - Hilton Head Island Chapter OW20102 �l.aua.q .a. As or Decomlwr 31, 2001 ASSETS' rax 31, L� . . - Cu+wt Awwb - -, OPME waw uww 14.743.42 - .�.. UNICO CMck ft Accolrt Ww OpwWng Aoeart 10.847.88 Unim ScWus* Chakkp .1.236.70 - UNICOChecking Arcout-Olives, -. 815.24 . - - - - TOW UNICO Chod&V Aawut 10.250.20 - - -Unko SdwMmW Fund 0.407.01 TOM Cfnc4In0SwkW -- 33.455.63 - Toted Cunwt Ardr 33.406.53 '( TOTAL ASSEIS 33.105 p s t: WBL111ES i EQUITY Egdly OPMMIS BW EgNMY . 58.521f.58 x RobkW Erdnp ` -15.022.55 `-...Y Not kwom -7.137.40 Tafel EquNy 33.466.63 TOTAL LUASI nft L EQUI i A t e?t t 3 Pow I UNICO - Hilton Head Island Chapter Profit and Loss 09119102 September 17, 2001 through September 17, 2002 Sep 17,'01- Sp 17,'02 ordkwy YKamIF.xp— Marda1n9 Rval 4.309.00 ; SpOpera vent Ineomt 37,611.28 i Tote1 SpKW Evwt Income 37,611.28 TOW kno"N - 41.911.28 Exp— Spl Evw t Etpam opn M91t 44.110.95 TOW Spell Event ERpenw 44,110.95 i . Totc EYpwwe 44,110.95 ..1Mtllydkirylncam - -2,199.67 Not' -2,191.67 i a} :f u f V}L ME , MOM ............ Page 1 of 1 ubj: some number Into ate: 911 9102 3:32:15 PM Eastern Daylight Time rom: artsceoter-hhi.org o: unicohh!Aaol.com ant frorn the Internet LQ2ty-fiJs In 2002, for La Boheme, just over 10 percent of the households that bought tickets reported an out of state address. However, our experience has shown that a large number of people who report a Hilton Head address are actually from out of the area, but give us the address where they are staying while on Hilton Head. In addition, a number of those attending are island property owners who have both a local and out of state address. This would indicate that the actual out of state attendance is indeed higher than 10%. States represented Include: Georgia, North Carolina, Tennessee, Alabama, Florida, Virginia, Ohio, hofs, Kansas, New York, Pennsylvania, Wisconsin California, and the Canadian provinces of Ontario and Quebec. C' R. m- 4 Z� Page I of 1 ,R Subj: 4 Boheme — ---- — — , ,Date: 1H4/02 2:17:53 PM Eettem Standard Time From: o •GQm To: Sj_N_I�Q}IHl�aol,com Sent hom tM Interr►et (D�tailsl , Dear Sin: l ASt S q'�RONy My wife and I attended "La Boheme" to Hilton Hea/)IIIIIIII[Ourday night and I just warted to too you how wonderful we thought the production was. Your organization really Provides a service to South Carolina to make this level, of perfbmunoe available—I don't think I have ever seen an opera production In South Carolina that was so consistently professional. I am the President of the Opera Guild in Columbia and an assure you that if you Put on anothor production next year, l will bring a crowd from Columbia. Thank you so much for making "La Boheme" possiblel Van Edwards 8300 Overcreek Road i Columbia, SC 29206 f ^ i i } fry. t, 'W�rd KA Libretto by ibretto by Based on r Henri MurgeVs liI.: 1; Friday & Saturday, January 11 & 12 at 8 prin Sunday, Jarwary 13 at 2prill Elizabeth lVallace'I'lleatre - Self ramilly Arts Center The drama unfolds when the exquisite Mimi and the virile Rodilro meet for the L first time in a drafty boarding house In the Ih Latin Quarter of Paris. -their attraction is undeniable, their ti sensuality Intoxicating. But their love is soon overshadowed by tragedy as the fragile one of the most popular mlml fall, HI.Audlences will be swept away by operas of all time the irresistible seduction I -all ill love with orie of the and tender melodrama 1vorl(I's illost rollillitic - and captured In Puccini's emotional and timeless tI-,lgj(- - love stories, PLICCIlli-S' arias, considered among grand ollera La Bollolle.a the best in the INISsiollate tale of'Aar-crossed repertoire today. lovers SO to d SCOIT of This fully staged opera U NICO incomparable beaLlt%� is being produced by HMG Productions and Call 842 -ARTS sponsored by UNICO for tickets today. of Hilton Head Island. Puccini's Friday & Saturdayjanuary, 11 & 12 at 8 [111111 StInday, January 13 at 2PM Self]*armilyArtsCenter Musicby 'dou'Adeb, Ag0kh, a Libretto by ibretto by Based on r Henri MurgeVs liI.: 1; Friday & Saturday, January 11 & 12 at 8 prin Sunday, Jarwary 13 at 2prill Elizabeth lVallace'I'lleatre - Self ramilly Arts Center r� TOWN OF HILTON HEAD ISLAND ,",F,,..- One Town Center Court, Hilton Head Island, S.C. 29928 (843)341-4600 Fax (843) 842-7728 http://www.ci.hiiton-head-island.sc.us Thomas D. PeePlDctober 9, 2002 ' Mayor ' James K Carlin Ms. Juanita Graul Mayor ProTcm Hispanic Cultural Committee P O Box 6897 Ceuneil Memi.11lton Head Island, SC 29938 Willie (Bill) Ferguson - - Kenneths.IteitzRE: Family Fiesta Latina W. J. (Bill) Mend John Saray Ms Graul George W. Wi1Ca�� _ Thank you for your application for Accoriiniodatiofis Tak-funds. You are scheduled to appear smPheno.luleybefore the Accommodations Tax t> d'visory Committee in Town Hall Council Chambers (One Town Manager Town Center Court) on Thursday, October 17; k0lat 1:45 P.M . . You are requested to be present at least 15 minutes befdie your presentation and are expected to spend 30 to 60 minutes a0he hearing. Pkosi b; .prepared to discuss your orgaimization's long- range goals and the role thatbed-tay funds Mil play, in the future. Please -note that the Accommodation Ta;.OversJgii4�omrmttee and the Department of Revenue C have determined that all applicants. ('or Bed Tax 4olTazs m1JsCshoyJ a tourism impact from their program or event. Impact will be measured l y the percent atonnsfs jhat are parhgipatingin bath applicant's program. This percent WJII be foie i asps i6ra,hai` cent of fhe foia3 Cost that can be approved by the ATAX Committee. I A tourist is defined as a visitor comms to Hmltort Headisland (notion business) from more than fifty miles away. Also, please find attached a copy of 2002 ATAX Applicants. If you have a financial relationship with another applicant on the list, please be prepared to disclose the nature and extent of your relationship. Please be prepared to discuss your relationship with The Self Arts Center, and your impact on tourism. rt Very truly yours, o- David Warren, Chairman i. Accommodations Tax Advisory Committee C1 CC: Steve Riley, AICP ; a Accommodations Tax Committee Dw/hb ��•--�;-.- ig..."hrtrs� OUR MISSION To enrich and benefit the community through the arts. OUR VISION To create a stimulating, FROM THE PRESIDENT nurturing environment where the visual and ABannerYear'Me2000-'01seasonwasthemostsuccessfulindiehistoryoftheSel(FamlyArtsCenter performing arN can flourish. on many different levels. With a record 2,076 season subscribers -plus chart -topping Anything Goes single ticket sales of more than 3225,1x10 with a paid capacity of 9l% -the Theater Series exceeded all expectations. To produce and In die Walter Greer Gallery, the remarkable Hilton Head Collects exhibition brought together the most present entertaining and prestigious assembly of artists - and artworks - ever seen in the Arts Center. Attendance figures for Family Fiesta fadna soared to new heights. An unforgettable performance by jazz great Bobby Short garnered the challenging artistic programs largest Presenting Series revenues ever. Record numbers of artists were placed in the schools through our of the highest quality. Island School Council for the Arts partnership. There was greater youth attendance at our student performances than ever before. And we launched our new membership newsletter Behind the Scenes. To offer a wide variety of The Arts Center also made significant improvements - both planned and unplanned - to our facility and operations. We had planned for the summer 2001 installation of new patron software to integrate our donor, multi -disciplined education ticket, workshop and volunteer databases and replace the Arts Center's obsolete 6 -year-old box office soft - and outreach programs ' We had not planned, however, on having to replace an expensive, but major, component of our air- conditioning system when it ceased functioning in the spring. Both of these installations are reminders that that touch and inspire we have taken on not just the arts and education programming of the Arts Center, but full responsibility for the stewardship - and necessary improvements - of this fine facility as a community asset. To provide opportunities In this year we also established the Reflection Society which honors extraordinary gen®rosily to the Arts and facilities for people Center: While every single gift to the Arts Center is regarded with the utmost appreciation, there is occasionally an individual or entity whose remarkable dedication and support deserves very special to promote, experience recognition. The inaugural award went to former chairman and driving force John W. lawless, whom we and participate In the arts. honored for his exceptional contributions, both in service and philanthropy. In speaking of philanthropy, even greater levels of community involvement, support and personal gen- To establish and explore erosily will be necessary to launch our much-needed endowment campaign in FY2002..This organization has dedicated its resources to maintaining the Arts Center's facilities for community use, as well as strength - local, regional and national ening and expanding our programs according to our strategic plan. However, die building is now nearly collaborations and partnerships six years old and will need more operational funds, which will adversely affect programtvng resources. It is our hope that the community will come together, lhrougli the endowment campaign, to ensure that To serve the residents of servicing this precious asset for community use does not reduce the current level of quality or breadth of arts, education and outreach programming currently provided by the Arts Center. the community and region, With all of our success this year, however, [lie Arts Center's resources continue to be stretched to the our visitors, a,,^.d the traditionally maximum and challenged on a daily basis. While ticket sales to our many p oductions and performances underserved populations for outstanding, individual contributions lagged due to the economy. And yet there Is a continuing need for cost improvements, which are to be expected when the building, systems and grounds are used for the community 360 days a year, day and night. Indeed, we are proud to host so many community activities and events. After all, it's an integral part of our mission to enrich and benefit die community through the ans. But even more duan that we are proud to have earned your support and enjoyed such an outstanding program year. While die Arts Center is a splendid community asset, without a doubt our most valued asset is your continuing support and generosity. For that we are exceptionally grateful. Sincerely, Kathleen P. Bateson President & CFA O w 1L VL_ rye[ „i ' FROM THE CHAIR ati Making A Difference Since our founding, it has been the goal of the Self Family Arts Center to provide quality arts experiences for all members of the Hilton Head area community. The 2000-'01 season exemplifies this commitment to outreach, education, and, yes, entertainment. Arts programming served over 60,000 children and adults – helping to strengthen the fabric of our community and enrich the quality of life in our region. The Arts Center served as the site for numerous productions, exhibits and programs by a variety of community groups, and our partnerships duoughout the region, state and nation were enhanced – resulting in recognition of the Arts Center as a premier arts organization. As befits the start of a new millennium, the 2000201 season was a year of growth that brought the fulfill- ment of the Arts Center's mission – to enrich and benefit the community through the arts – along with a new sense of enthusiasm and excitement about the future. The Board of Trustees approached FY2001 with a clear understanding of die challenges ahead. Based on the strategic plan completed this year, die board committed itself with renewed energy to completing die planning process for the endowment campaign that will help secure the financial future of the Arts Center. 7bday I am happy to report that the development of die campaign plan has been completed. Our initial efforts have been very encouraging, and, despite challenging times ahead, we intend to proceed with sensitivity and in a timely manner. I would like to extend special thanks to the Hilton Head Island Foundation for recognizing our efforts and selecting the Arts Center for the Endowment Challenge 2000 program. As we se[ our course for the future, this partnership will be tremendously valuable. A strong endowment will provide the margin for excellence in supporting our programs while meeting the expectations of a diverse community. In addition to promoting the Arts Center's many programs to the community, we feel it is equally impor- tant to promote awareness of our magnificent physical facilities – and the effort and resources required to maintain them. Speaking for the Arts Center's Board of Trustees, it is our pleasure to be the stewards of this exceptional building and grounds, and, in truth, no group has been more committed to the facility than our Board. Since the opening of the Arts Center, the board alone has contributed $2.6 million –which is over $500,000 per year in die past five years – eliminating the capital debt, providing necessary operational funds and seeding the endowment. I can't thank them enough for their commitment and support this year as well as helping to guide the Arts Center through a very strategic and challenging time. The Ails Center continues to be a valuable community asset and needs the support of the entire commu- nity. Especially in times of uncertainty, the arts provide so much: beauty and grace comfort and reassur- ance ... hope and joy... enlightenment and entertainment ... and, above all, a reminder of die resounding strength, resiliency and creativity of the human spirit. – at the BOARD OF TRUSTEES OFFICERS Opal D. Abbink Chairman Ernst Bruderer Vice Chairman Stuart Wilbourne Treasurer Elizabeth Mayo Secretary John W.Lawless immediate Past Chairman Canha D. DeLoach Chairman Emeritus DIRECTORS Henry Driessen, Jr. Dwight Emanuelson Charles T. Freeman Juanita Graul Walter I. Graver Hank Haskell James Heavner Johnlakes 1. Dudley King, IT. John Lemacks Mark A Moore lack A Morris, Jr. Helen Racusln Leslie Richardson Scott Richardson M. Michael Rogers Cynthia Ronchetti Kathleen Rowley Kathleen B. Speer Gloria Taggart William A. Ruth Counsel Audrey Brown Recording Secretary For that alone, we hope you will join with us in celebrating the arts – and all they give to us PHOTO CREDITS (tack mvtt): Chuck NO,; arta Self Family Arts Center. lamas I.u: Umm meed r Imty Fleala lanes; Sincerely, Ren Franklin, Julie Din&ran„cod Cavin lodge I,,.' / �/ GLi'O -� In Anpddlg 0-: and Anything Cas --y Charles Wtdt anh; Anyth/rg Gxs set sketch; lbmh AnaFal: Mal— Small4.tnd aoh Alheni: Opal D. Abbink MY hirg Das rehearsal; Hmml Haar cou,-; - - Chairman amt the Wst of some W-1.1 F]avrirrx Award -Winning Plays Offer Outstanding Season of Entertainment Rmaence, myslery, music and ntayllent. Prost a pull-oro-all-Ihe-stops production of the C01e Porter musical Anything Coes to llte unrelentingly riotous contady Noises O((, the 2000-'lll Theater Series al Ihe SOI( Family Arts Center had it all. But perhaps the most distinguishing aspect Of the ahvays- distinguished theatrical productions ai the Arts Center %vas the fact that each play was not brought in by a touring company, but was brought at life on our stage through Ihe hard work of [Ile Arts- Center's Own dedicated staff. Casting. choreography, direction, set and cosaume design, musical scoring and accompaniment...for each Of I,Ie season's five outstanding productions, hand-picked teams of professionals came together to work their magic oo- and off- stage at the Arts Center. Ricking things Off in September was [lie wickedly twisted British comedy thriller Corpse!. an unpredictable whodunit masterfully crafted by critically acclaimed playwright Gerald Moon. New fork scenic artist Evelyn Sakash - a respected designer who has worked 01t Broadway, in film dud television - created a set every bit as clever as Ihe plat, depicting Ihe two separate homes of brothers Evelyn and Rupert Ftrrant. Ivith all the comings and goings and twists and luras, the audience was kept guessing - and laughing - In the closing curtain. Casey Colgan, Ilihon I lead's golden boy of musical Tho- aler, returned to the Arts Center in November to direct the Rodgers and lianunerstein natsical revue Some Encltnnavl Evening. This glamorOUS Song -and -dance tribule to the dynamic duo of American musical theater featured 30 songs front Ilse l`m's most enduring musicals, performed by a cast of all-star singers - both Broadway velerans and home-grown favorites. The new year opened with Ihe production of Nlichael Prayn's Noises O((, one of Ihe funniesl plays ever to stumble onto [lie Stage of [Ile lVillace'theatre. A classic farce where everything 111,11 can go wrong dues. The play had audiences laughing in Ilse aisles at the hilarious ,relics Of a hapless, third -rale theater company producing a fourth -rate play %vhile caught up in a tangled wet) Of behind-Ihr-scenes dramas. For the first tines ever, [Ile Arts Center partnered with another Outstanding regional theater company - Madison Repertory from Wisconsin - to produce this wonderfully successful show. s 'Y It,, the spring the Arts Center presented the Broadway comedy An, winner of the 1998 Tony Award and Drama Critics Circle Award for Rest Play. Kathleen Brant, who directed the last season's smash hit The Last Night ojBallyhoo, returned to the Arts Center to direct this smart comedy brim- ming with keen, biting humor. An explored the psyche of three longtime friends whose relation- ship is threatened over a work of an. The value of a painting, which appeared to be nothing but a blank canvas, was soon overshadowed by a bigger question - the value of friendship. Closing the season was Cale Porter's musical masterpiece Anything Goes. 'rhis classic "boy- meets-girl" story with all its charming complications is set to one of the most glorious scores ever written for the American stage. Songs such as " I Get a Kick Out of \bu" and "You're the lbp" took audiences on a nostalgic joumey through the giddy 1930s. Directed by Broadway veteran DJ Salisbury, choreographed by Casey Colgan and overflowing with every kind of imaginable gag and prank, Anything Goes lived up to its name and then some, featuring lavish costumes, curvaceous chorus girls, flashy tap numbers and an extraordinary set designed by three -time Emmy Award winner Bob Phillips. ,Jr✓ •ti TJ � �. �. 'KI,'ISM# i THEATER z000-'ot Corpse! A Comedy -Thriller by Gerald Moon September 27 -October 22, 2000 Some Enchanted Evening A Musical Revue Featuring the Songs of Rodgers & Hammerstein November 29 -December 24,2000 Noises Off A Farce by Michael Frayn January 31 -February 24.2001 Art A Play by Yasmina Reza April 25 -May 19, zoos Anything Goes Music and Lyrics by Cole Porter New Book by Timothy Crouse and John Weidman June 13 -July z1, 2001 PHOTO CREDITS: Julie Illnlpnan.nul @nwll Garen ill Am9Gnµ lies; It, vnlce Ca indly •mrl Rulx•11 Irranli In Arc; I-noa G.V. Alalc tiileia. I VA, UnRI, anA l'anle I IilrLnx'k In Nn— oil; Ilavl11 wilsnn Mit— anA %1'1111.1111 M-11 h Iirrysr!: laslie Ihnll III A'Irl,+l•a DTI: alit Ilse cast n(Snne lilrlunlevl lircninx Full Season o/ Entertainment Offers Something For Everyone The Self ranifly Arts Center's 21101-'01 Presenting Series Was nothing short of spectacular. Three legendary performers headlined a season that offered one of the most diverse entertainment programs ever preserved in the Lotvnnuvry. Prom sixties pop icon John Sebastian to three -time Grammy Award winning singer/songwriter Janis Ian to New fork jazz. great Bobby Shon, audiences were treated to one incredible performance after another. And that was just the beginning.'1'he Arts Center also pre- sented the glorious vocal harmony of the internationally - acclaimed Hallelujah Singers and three outstanding classical concerts by c'hambe'r music maestro Charles Wadsworth. rhe dance roster was just as sensational with perfornances by the high-energy Afro -Brazilian dance company Ginga Brasileira, the incomparable Chuck Davis and his African-Arnerican Dance Ensemble, the sizzling Flamenco Latina and the lively North Carolina Youth Tip Ensemble. The season began in September with the "good-time" music of contemporary singer/songwriter Jahn Sebastian, lead singer and guitarist frain The Lowim' Spaonful - and a recent inductee into the Rock and Holl Ball of Fame. A long- time lover of jug band music, Sebastian played a mix of the black rural blues made popular in the early 1900s, as well as Spoonful hits such as "Daydream," "I laving You To Talk 7b," and "Stunner in the City." On a classical note, Charles Wadsworth returned to the Arts Center in October with the first of his chamber music concerts featuring a new group of emerging and celebrated artists. The founding Artistic Director of the Chamber Music Society of Lincoln Center, Wadsworth dazzled audiences With the difficult Dvorak sonata, "Waldesruhe." played by two musicians on one piano. The Ilallelujah Singers, our well known artists -in -residence, also performed their special Halloween concert. which closer) out the month With a haunting mix of songs and stories from the Sea Islands. Ginga erasileim exploded onto the stage in November With their spirited performance of Afro -Brazilian dances, fusing rhythmic music with high-energy dance and gynmastics. Known for their fast footwork, daring leaps and split-second timing. the seven -member troupe wowed audiences with a performance of back flips, elaborate steps, jumps and hand spins exquisitely choreographed to Bmz.ilian music. Came December. the Ilsllelujah Singers were back at the Wallace Theatre for one of the most popular shotes in their Gullah Series - Joy: A Gullah Christmas, a concert of tradi- tional holiday music With a Sea Island twist. The talented troupe also delighted young audiences With a special children's concert, which included sing-alongs and storytelling. A remarkable performance by the critically acclaimed African-American Dance Ensennble stared off the new year with a hang. Considered the preeminent choreographer of African dance in America today, Davis led the troupe ilia half- dozen authentic dances from Central and West Africa, show- casing the grace, acrobatics.ind strength of his dancers. February saw three outstanding performances starting with Forces of Nature, a critically -acclaimed New Turk dance J11., wRrr,ly�r �h 7 �Moi'� r � Y � rk PRESENTING z000-'ot John Sebastian September 1. z000 company known for its dramatic blend of modern, African and Caribbean dances. The free Charles Wadsworth Presents October 23. 2000 outdoor performance was presented in partnership with the Native Islander Gullah Celebration. Hallelujah Singers The "King of Caird -Singers" - suave and sophisticated jazzman Bobby Short - put on a show Kumina: A Gullah Halloween that will be long remembered on Hilton Ilead Island. performing jazz standards and popular October 27.2000 r3.200 ra classics from masters like Cale Porter, George Gershwin and Duke Ellington. Short recreated the � g November ;,z000 a Novemngaber magic of New York's Cafe Carlyle where lie has captivated audiences with his exuberant show- Hallelujah Singers manship and trademark roller -coaster vocals for more than three decades. The month wrapped up Joy: A Gullah Christmas with the second concert in the Wadsworth series, this one featuring seven virtuoso artists December 4.2000 African-American performing chamber works by Mozart and Poulenc, as well as Beethoven's magnificent "Septet Dance Ensemble for Winds and Strings." January 13, zoos As pan of Youth AnsPes6 the North Carolina Youth Tap Ensemble stnmed their stuff in a free Forces of Nature February 10, zoos outdoor show on the grounds of the Ans Center, performing a wide range of tap styles from soft Bobby Short shoe to clog dancing. They were followed in April with a tare solo appearance by Hallelujah Singers February 12. 2001 founder Marlena Smalls, performing jazz, blues and ballads with renowned jazz pianist Bob Charles Wadsworth Presents Alberti and his trio. Wadsworth, Spolems Artistic Director for Chamber Music, also returned for February 19. 2001 N.C. Youth Tap Ensemble the final concert in his series, featuring an extraordinary ensemble of seven world-class musicians, March q, zoos including the internationally acclaimed Whitman String Quartet performing with 'Gera Helen Marlena Smalls with Bob Alberti O'Connor an flute,'Ibdd Palmer on clarinet and :Huard -winning harpist Gwyneth Wentink. This April 2.2001 Charles Wadsworth Presents incredible combination of musicians joined forces to delight audiences with Ravel's rarely- April 30,2001 performed "Allegro for harp, Winds and Strings." Flamenco Latino ]it May, the fiery Flamenco I. Lino performed their one -of -a -kind mix of Spanish and Laino May 6, zoo dance Styles at the annual Rmtily Fiesta Janna. Liter in the month, Grammy Award-winning Janis Ian May 14.2001 singer/songwriter Janis Ian brought the house down with a rousing concert of new and old songs. Hallelujah Singers A rock -solid guitarist with a smooth, soothing voice. Ian proved she's still a form in music more Songs of the Lowcoutnry July 25. August I, B and 15, zoos than 30 years after cooing the first of her 17 albums. The 2000 -'OI Presenting Series season closed with the Ilallelujah Singers' summer concerts, Singin' Da Blues July 27, August 3. to and 17.2001 alternating between Songs of the 1,envrountr3t a musical look at the history and culture of the Gullah people, and Singin' Da Blues, an energetic program of music tracing the development of the contemporary blues from the Mississippi delta to rh thm and blues. 1'em„ sn,n , l 11vN-al1, IkddnS11,111: S161% Qn.nu`r. Ilallrlul•,h Singes: \wadsvatlli Innlnn e, envrnelL l\\aNnk: (:Inti, Ilrasileiol: and l.nlls Ian �h 7 �Moi'� r � Y � rk 1 Art Comes To Life Oil The Walls of The Greer Gallery As the Lowcountry's premier performing and visual arts center, it has been the Sett Family Arts Center's mission during the past five years to develop strong, diverse programming in both arenas. Our visual arts series has been a tremendous critical and popular success, offering an intriguing array of thought- provoking shows in the stunning Walter Greer Gallery. During the 2000-'01 season, the Arts Center presented ten individual exhibitions showcasing tine extraordinary talents of bolls local and internationally acclaimed artists. From fiber art created by some of the nation's finest weavers and basket makers to fascinating poster graphics dating back more than 100 years to Gullah-inspired works rooted in the collate of West Africa and the plantations of the Old South, our visual arts series served as a window to the world of art. In addition, die Bank of America Community Room hosted a number of outstanding exhibitions, including the Cray ola Dream - Makers exhibit of local student art; the South Catalina Governors School for the Arts & Humanities Taveling Erltibitfon; Southwest Vision featuring a collection of Southwestem-inspired art pre- sented by Morris & Whiteside Galleries in conjunction with the Family Fiesta Latina; and Facility lAbrks, an exhibit featuring works by the artists, performers and educators who taught the Arts Center's summer workshops. The season started off in the Greer Gallery with the annual Hilton Head Art League Members' Show, featuring more than 120 paintings, sculptures and photographs created by both emerging and established Lowcountry artists. First introduced in the late 1970s, the exhibition has become one of the most Iyw popular annual events in the Lowcountry for artists interested in displaying their work, and the traditional start of the Arts Center's gallery season. Close on its heels, the Arts Center hosted an engaging and eclectic collection of artwork donated to ale Island School Council for the Arts for its annual fundraiser, An Evening o(theArts. More than 130 pieces treated by local artists were sold at a gala auction held in the FJizabeth Wallace Theatre in late Octoberproceeds benefited the Arts Center's and die Island School Council for the Arts' important Artists -iii -Education program. In November the Arts Center offered patrons a rare oppor- tunity to view 30 prized pieces of art chosen from the island's finest private collections in an exhibit titled Hilton Head Collects: private 71easures...Public View. Special consultant William Bodine, deputy director and chief curator of the Columbia Museum of Art, assisted in the selection of a wide range of works, including pieces from such renowned artists as Henri Matisse, Toulouse-Lautrec. Andrew Wyeth, Roy Lichtenstein and Jasper Johns. J The Arts Center collaborated with another art expert, Sandra Bowles, executive director or the Handweavers Guild of America, 10 preseno the American Handweavers, an exhibition of traditional and contemporary fiber works created by America's leading weavers and basket makers. Included in the collection were multi -paneled silk tapestries, avant-garde floor - loom weavings and intricate baskets made of fine-grained hardwoods created by world-class artists from California to Georgia. In conjunction with the exhibit the Arts Center offered a series of lectures and workshops for children and adults, intro- ducing techniques such as traditional Mali mud cloth dyeing. C_ As a national sponsor of the Native Islander Gullah Celebration, the Arts Center presented the fourth annual De Aarls Ob We People, a collection of paintings, sculptures, quilts and batik fiber murals created in the rich tradition of the Gullah culture. The only exhibit of its kind in tike Lowcountry, the show featured works of art created using centuries-old techniques brought to the Sea Islands of South Carolina and Georgia by West African slaves. Young local artists had their moment in the spotlight in March when we presented the Island School Council for the Arts' annual student exhibition, r"atising Mcassos. Part of our National Youth Art Month festivities, the show featured the artwork of 250 Beaufort County private and public school students, as well as those home -schooled, in the third through twelfth grades. Spring brought a remarkable exhibition of vintage paster art from the corporate collection of A.G. Edwards. Spanning a wide range of styles from Art Nouveau to Art Deco, the show, entitled Poster Graphics, included pieces created by such noted artists as Lichtenstein, abstract impres- sionist Robert Motherwell, earthworks artist Christo, English painter David Hockney and French painter Jean Dubuffet. Among the featured works was a valuable 1937 color lithograph by Bernard fancy, advertising the critically -acclaimed French World War 1 film fa Grande Illusion. The Hilton Head Art League returned in May with their fourth annual National Jailed Exhibition, fast becoming one of the most prestigious art competitions in the region. This year's winners, chosen from more than 650 entries, included paintings in oil, pastel, watercolor and acrylics, as well as sculptures, photographs and drawings. The Arts Center closed out the season with two behind -the -scenes glimpses into the worlds of film and theater. The first exhibit, Camera Over Hollywood, chronicled the 1930s film industry through a series of photographs taken over a two-year period by nationally known photographer John Swope. Included were 63 black and white photos of such noted film stars as Jimmy Stewart, Henry Ponda and Olivia de Havilland. The exhibit ran concurrently with the vintage musical Anything Goes on stage in the Elizabeth Wallace Theatre. The second, Behind the Scenes, documented the backstage making of the Arts Center's own summer production of Cole Porter's musical Anything Goes. Archival photographs of casting, rehearsals, costume fittings, lighting, scenery building and opening night were complemented by a variety of memorabilia from the show, including set pieces, design sketches, props and costumes. On this occasion we also launched our new membership newsletter, Behind The Scenes. ON VIEW 2000-'01 Walter Greer Gallery Hilton Head Art League Members' Show August 29 -October 2, 2000 An Evening of the Arts October 9 -October 21, 2000 Hilton Head Collects: Private Treasures... Public View November 5 -December 2,2000 American Handweavers December 7, z000-lanuary 27.2001 Gullah Celebration: De Aarts Ob We People IV February 1 -February 24.2001 Promising Picassos March 3 -March 17.2001 Poster Graphics March 22 -April 28, 2001 Hilton Head Art League National luried Exhibition May 4 -lune 9, 2001 Camera Over Hollywood June 14 -July 21, 2oo1 Behind The Scenes July 26 -August 18, 2001 Banat of America Community Room S.C. Governor's School for the Arts & Humanities Traveling Exhibition February 8 -February 24, 2001 Crayola Dream -Makers March 1 -April 13, 2001 Southwest Vision May Hune 12, 2001 Faculty Works June l8 -August 10. 2001 PHOTO CREDITS: Olm,ml Ona IIWIM-1; Illlhul llnld 0,11 rt ; U' Aims Oil nl' It"/Ile IV; Alnrdmn Gm/dda; Ikhlnd the Snores; and IIUI.n II.d An Isague Nnlinrnli 81 4 kzQ An Inviting Place To Come Together And EnioV The Arts Since the earliest settlers arrived in the Lowcountry, it has been traditional to gather outdoors with friends and neighbors to share hospitality and fellowship. The Arts Center is carrying on that tradition by bringing together thousands of residents and guests for free, family-oriented outdoor events. Community Events and festivals The Arts center's popular annual Community Christmas 7tee Lighting ceremony kicked off the holiday season with a kazoo concert, perform- ances by local choirs and dance troupes, and a sing -along led by nationally known family entertainer Gregg Russell. Following Santa Claus' grand entrance, Mayor Tam Peeples "flipped the switch," lighting the town's official Christmas tree. Throughout the day, residents and visitors opened their hearts and pocketbooks — raising almost $1,600 for Deep Well. As part of the Native Islander Gullah Celebration held in February, the Arts Center hosted an old-fashioned Gullah barbecue, which included a free performance by the dynamic Forces of Nature. 'rhe critically -acclaimed New York dance company dazzled the crowds with their dramatic blend of modem, African and Caribbean dances. In March, the spotlight was turned on our youngest patrons, as we celebrated National Youth Art Month with our second annual Youth ArtsFest. Headlining the event was the North Carolina Youth Tap Ensemble, a dance troupe special- izing in percussive dancing. Children also had the opportunity to participate in a variety of arts activities, including mini art projects inspired by the Crayola Dream -Makers program. Our annual Family Fiesta Latina has grown into a major island event, attracting islanders and visitors of all national- ities in celebration of Latin arts and culture. Hundreds of area residents attended the outdoor festival, reveling in the music, dance, crafts and cuisine of our Latin American neighbors and Mayor Tom Peeples proclaimed the day "Hispanic Heritage Celebration Day" in honor of the Fiesta. The highlight of the day was a special performance by Flamenco Latino, a New York dance troupe that mixes traditional Central and South American dances with the fiery Spanish flamenco. Cultural Outreach The Arts Center is proud to offer a diverse mix of high-quality arts, educational, and entertain- ment programs. During die 2000201 season, die largest num- ber of residents and visitors ever took advantage of the wide variety of activides, events, workshops and programs offered. But it is equally important that we make those programs accessible to every population. Th reach out to those who have traditionally lacked access to the arts, the Arts Center provided hundreds of subsidized tickets to over 20 area organizations, including the Boys & Girls Club of Hilton Head, the Children's Center and the Beaufort County Housing Authority. It also was our privilege to work with the South Carolina Organ Procurement Agency to increase awareness of the need for organ donations. We are the only arts organization in the stale to display a "Gift of Life" Christmas tree, honoring donors who have given a part of themselves to save other's lives. Several benefits were held at the Arts Center during the year including An Evening of the Arts, the Island School Council for the Arts' annual fundraising art auction for artists in education and An Evening of Elegance, a fundraiser for the Mt. Calvary Missionary Baptist Church Achievement School, as well as our own Wine Auction Gala & Celebration. In addition, the cast of Anything Goes, in cooperation with the cast of the Hilton Head Community & Youth Theatre's production of Chess, teamed up to present bfean & Music, a benefit cabaret for Volunteers in Medicine and the ACCESS Network. From hosting Arts & Cultural Committee meetings for the Hilton Head Island Chamber of Commerce and a reception for the Governor's School for the Arts & Humanities, to arranging a meeting between the South Carolina Arts Commission and members of our local legislative delegation, to partnering with �rrf N the Beaufort County School District on numerous events and programs, the Arts Center has continued to expand its leadership role in the arts community throughout the region and the state. Cultural Partners The Arts Center hosted numerous local arts groups and community organi- zations with exhibit and venue space as well as professional production and technical support for events such as art shows, performances, meetings and special engagements. By utilizing our state- of-the-art facilities as well as our skilled professional staff, these groups are able to present bigger and better productions, enhancing the cultural and arts offerings in the region. The Hilton Head Community & Youth Theater supported by the Arts Center, produced four plays in the newly renovated Dunnagan's Alley Theatre. Productions included Arsenic and Old Lace and Cactus Flower, plus two joint presentations with the Hilton Head High School's Seahawk Productions: Joseph and tine Amazing Technicolor Dreanrcoat and Chess. They finished off the season with summer drama workshops for children. The Italian -American service organization UNICO returned to the Elizabeth Wallace Theatre in January with an outstanding performance of Verdi's Rigoletto, as did the Hilton Head Dance Theatre with the holiday The Nutcracker and a spring Swan fake And the Bluffton School of Dance delighted audiences of all ages with their summer production of Gotta See The Wiz at Dunnagan's Alley theatre. The Hilton Head Orchestra treated music lovers to a series of chamber music concerts and our ticket services operation supported their International Piano Competition... the Hilton Head Chapter of the Barbershop Harmony Society wowed audiences with two entertaining perfonnances...area restaurateur Bob Hinchey presented renowned Irish tenor Tommy Makem for St. Patrick's Day.. Song Kran, the Thai New Year, was celebrated with an evening of art, food and dance presented by Thai native and island resident Pukivadee "Noy" HaBangchangs... and Morris & Whiteside Galleries held their prestigious Renaissance Art Auction in the beautiful Wallace Theatre. In partnership with the Martin Luther King Celebration Committee, the Arts Center sponsored performances and classes by the remarkable African-American Dance Ensemble, and as a national sponsor of the Native Islander Gullah Celebration, the Arts Center was honored to display the De Aarts Ob We People IV exhibition. The annual Gullah gospel show, as well as a symposium on Gullah history, were also held at Arts Center venues during the celebration. During the year, the Arts Center played host to the Members' Show and National Juded Gdnibition of the Iiilton Bead Art League, who additionally held several national workshops in the Disney Art Studio and conducted their board meetings in the Bank of America Community Room. And, finally, BRAVO-Celebrale the Arts!, the new visual and performing arts festival sponsored by the Chamber, kicked off in May with a multi -artist gala reception throughout the Arts Center. Several of our programs, including a concert by Janis Ian, the Family Fiesta Latina and our production of Art, were featured events in the month-long celebration. L ATI y A Lyyy'c,� f' yr I Community Christmas Tree Lighting November 26, 2000 Native Islander Gullah Celebration February to,2ooi Youth Arts Fest March 17, 2001 Family Fiesta Latina May 6, 2001 REFLECTION SOCIETY TRIBUTE TO JOHN W. LAWLESS The Arts Center is fortunate to have many loyal supporters. This commit- ment is the most significant factor It the successful development of the organization. In 2000, the Arts Center established the Reflection Society to recognize those exceptional contributions in outstanding service and philanthropy. naming outgoing chairman lohn W. Lawless as Its first reciplent. It is rare to encounter an Individual whose leadership skills apply equally to the world of business and the world of the arts — John Lawless Is one such remarkable Individual. He served as chairman for four years and thanks to his tireless efforts and passion, the residents of our community can enjoy the diverse offerings of the Arts Center. PHOTO COEDITS' BRAM r.— f Ndlure; nmelna wheels; Ourne Thy Chris as 9hv ❑slnins; emnly Fiesta IaMa: Native Islander Gullah CelebrAlon; Youth Ansl'esl; and noun 6 Ahute knefll A World of Learning Lies Within Our Doors Entertaining audiences may be a great part of our work at the Self Family Arts Center, but those same performances and exhibits that have amused, amazed and enthralled our audi- ences also have proven to be exciting avenues for learning. Thousands of adults and children have experienced the wonder and joy of the arts through a series of innovative programs offered at the Arts Center. They've explored new cultures, engaged their imaginations and expanded their knowledge of music, dance, drama and art. From lectures, guided gallery walks and summer work- shops to field trips, demonstrations and artist -in -residency programs, the Arts Center's educational offerings have provided visitors and residents with opportunities to become IO not just patrons, but participants in the arts. To enhance the Arts Center's Visual Arts exhibitions, a number of noted art experts were brought in to lecture and lead gallery tours. Among them were: William Bodine, deputy director and chief curator of the Columbia Museum of Art; Sandra Bowles, executive director of the I landweavers Guild of America; basket weaver Judy Dominic; and Jan Broderick, curator of the A.G. Edwards corporate art collection. Master classes and demonstrations in a variety of disci- plines were led by Presenting Series artists, including dancers from the African-American Dance Ensemble, the North Carolina Youth Tip ensemble, and Flamenco L.itino, a New York dance troupe internationally known for its flamboyant mix of Central and South American dance styles. In addition, the remarkable Dancing Wheels, a professional modern dance company comprised of dancers With and Without disabilities, conducted an inspirational performance and lecture. Students also had ample opportunity to discover lire arts through our expanded field trip program. More than 4.000 elementary, middle and high school students came through our doors to watch Broadway -style shows, concerts and cultural programs, offered at dramatically reduced ticket prices thanks to the generosity of our supporters. Included in the program were special matinee perform- ances of four of our theater productions - Corpse!, Some Enchanted Etpening, Noises ojjand Art - and more than a half dozen of our Presenting Series programs, including the Hallelujah Singers' Halloween and Christmas concerts, African- American dance troupe Forces of Nature, as well as Ginga Bmsileira, all Afro -Brazilian dance ensemble that combines high-energy gymnastics with brilliant choreography. Students also were invited to join guided tours of our Greer Gallery exhibits, including Paster Graphics, a collection of vintage posters from Art Nouveau to Post -Modem, and De Aarts Ob 6Be People IV, a showcase of Gullah-inspired work created by regional artists specializing in traditional African techniques. A high point for the Arts Center is our long-temr partners - in -education relationship with the Kennedy Center - which we share with the Beaufort County School District. The relation- ship was enhanced two years ago when the Arts Center became a site for the highly -acclaimed Crayola Dream -Makers program, started 16 years ago by the Hallmark company to encourage the creativity of elementary school children. ll A Professional development workshops were offered to Beaufort County teachers as part of the partnership, introducing them to the program and providing them with a resource guide full of hands-on project ideas for kindergarten through sixth grades. In the spring during Youth ArtsFesf students who participated in the Crayola Dream -Makers program displayed their work at the Arts Center in a delightful exhibit. Professional development was also accomplished at the Arts Center through an arts infusion graduate course entitled Connections. Developed by the Beaufort County School District, the course is designed to initiate teachers and administrators to a variety of Arts Center programs as a basis for study, as well as arts educatio6m strategies for use in cross curriculum instruction. The Beaufort County School District and the Arts Center also partnered fn producing the annual Dance Festival which included a lecture/demonstration, master class and performances by the African-American Dance Ensemble and was attended by dance students county -wide. Through our partnership with the Island School Council for the Arts, the popular Anists-in- Educalion program took the arts directly into area classrooms. The Ails Cenler also hosted the AIE focal Artists Rocking Conference where leachers and artists were able to plan residencies in the schools. Both children and adults had the opportunity to participate fn the Arts Center's workshop program, including its expansive summer series, which included a wide range of disciplines from dancing and acting to photography and puppeleering. The classes were designed to tie into the Arts Center's Theater, Presenting and Visual Arts programming, offering an integrated, behind -the - scenes view of the artistic process. In addition, the Arts Center offered a four-week African- American Art History course in Celebration of February's Black History Month and a seminar on Idbmen s Pbrk, Mornens Art., Txtile 71rasures of Crntml Asia fn March during V/omen's History Month. The Hilton Head Art League also sponsored several master art classes in the Disney Art Studio laught by well-known art instructors from across the United Slates. And, as pan of the Arts Center's mission to nurture the area's budding artists, we presented three student art exhibitions: the South Carolina Cauemor's School for the Arts and Humanities 7luuelhig Exhibition; the Cmyola Dreant-Makers in the Bank of America Community Room and the Island School Council for the Arts' Promising Picassos fn the Greer Gallery. Ar. WINE AUCTION GALA &r CELEBRATION - VINTAGE 2001 yy C A` In March, the Arts Center once again was the site of Hilton Head Island's premier fundralsing social event, the annual Wine Auction Gala & Celebration. The Vintage zoos Celebration featured a number of new events, with a Wine tasting seminar, a celebrity chef dinner and additional vintner's dinners to accompany the champagne kick-oll reception and the gala auction. The gala Itself was truly a night to remember with Its spectacular art deco shipboard theme, decoratively styled in anticipation of the Arts Center's summer production of Cole Porters Anything Goes. Over a hundred dedicated volunteers worked for months to make this remarkable celebration happen. Auctioneer Larry Flynn, of the prestigious firm of Reynolds & Buckley Auctioneers, wielded the gavel raising nearly taoo,000 to benefit the Arts Center's many education and outreach programs. PHOTO CREDITS'. 0,I2nn1lnns class; S.C. Cotemoi s Schaal (.1Ilm Ans and H.H,H ilirs mpllan: N.C. Tooth TIP Utsemble mtsler aloe:%,H, AMAT I I,Wry 1 -It luq, Chris IWO.+ xem'y tcalkslugC 10n I kq N... exldbir and check Davis and the Afr—A..11H.n D-1 FatsemWl n,asler class TMnsip."R, V. rN KM ARTISTS -IN -EDUCATION The Anists-In-Education program conducted in h artnership with die Island School Council for the Arts, contracted more than two dozen artists, dancers, musicians, poets and photographers who spent 35 weeks in area schools during the 2000201 school year. Professional visiting artists shared their talents with more than 6,000 elementary, middle and high school students in nine different schools, exposing them to multi -cultural dances, forced metal sculpting and rib -style basketry, to name just a few art forms. Hilton Head let Bill Oberst Nnde DeChaco Elementary School Theater/Mime Historical Storytelling Native American Ans Sanny Wankc, February 5-9, zoos February 27-Marchz zooi March 5-8,2001 Dance Bill Gilbert Greg Smith Nancy Basket November 8-21: December l and Historical Storytelling Photography Native American Ans December. 11-15.2000 March 2o-23,2001 March 12-6.2001 March 5.8,2001 Roland Jackson Bluffton Kim Keats GMT Productions Music/African Drums Elementary School Weaving Production Trail of Tears March 5-9; March 21-28; April 7-20.2001 March q. 2001 April 2-6 and April 17-20.2001 Yoslie Ashley Mark Tierney Sean Driscoll Puppetry McCracken Pottery 12 Storytelling. Music Audio CD November 2o-22,2000 Middle School March B; March lS: March zz March 1-16, z00% Sean Driscoll Da—Gaye Dufl and March zq. 2oo1 Baba Wague Diakete Storytelling. Music Audio CD Polymer Clay Art Storytelling. Illustrating February 5.8 and October q; October 11.12 and Hilton Head Preparatory April3o, 2001 February 12-15.2001 October 1fi-18, z000 Yosie Ashley 1 Angela Beasley Don Harrell Puppetry Daufuskie Island School Puppetry Musical Theater/AlricanFolklore January 8-12.2001 Sean Driscoll March 7,2001 October 24-27.2000 Chuck Sullivan Storytelling, Music Audio CD Hilton Head Mickey McMasters Poetry/Creative Writing December 12-13.2000 Middle School Visual Arts January 8-11; January 16.iq and April 2-3,2001 January 22-25,2001 M.C. Riley Dancing Wheels Elementary School Dance Performance Hilton Head High School Kim Keats October 16, z000 Basketry Sarah Gail Richards Kevin Lawless January lfi-1q, 2001 StainedGlass. Mosaics Kim Keats Sculpture October October g-lz, z000 Fiber Sculpture November 14.16, z000 Andrea Peleau Chinese/Japanese Brush Painting Charles Peeer November z7 yo. z000 Anna Tomczak January 16-1g, zool Muhl -media Musical Performance Donald Patterson Photography November 2,2000 Media Arts February 14-15,2001 Hilton Head Sanny Wartko November 29•30,2000 Cherokee Dancers Christian Academy Dance Jack McLeod Dance Performance Yostie Ashley January 22-26 and Cartoon Art March 5.2001 Puppetry January 30.2001 January 22-26,2001 Lloyd Ameach March 5-9,2001 Poetry Alive Theater Native American Storytelling February 23. x001 March 5-7, 2001 Noww It t f /r� k I �y `'✓M �i' h Y 7�1y�' JY�r 'h t a' -K` tq a�C Fits y tlia�re I'r BUSINESS CONNECTIONS From hosting committee meetings VOLUNTEER OF THE YEAR forour Chamber of Commerceto providing a venue for the board The Arts Center is fortunate to have more than SOD dedicated volunteers meeting of the nationwide McClatchy '. Co, the Arts Center has worked hard lending a hand throughout the organization. Volunteerism is so much a part to connect with businesses – forging of the fabric of the organization that each year a "volunteer of the year is newrelationshipswith this important . commuuninityy and nd exposing more ,1 chosen in conjunction with the National Volunteer Week celebration in April. people to our programs and facilities. This year the Arts Center honored Gwen Ankney, a 23-year island resident who has been Throughout the year, a number of regional and national business involved with the organization since it opened in early 1996. Most visitors have met Gwen – she organizations used our meeting rooms and venues for seminars, can be found in the box office, the gallery or at the information desk. Gwen also conducts the meetings and receptions. including weekly building lours and stepped in to coordinate the decorations for the annual "Ttee of life." IMC Resorts, Prudential Securities, Merrill Lynch, Mortgage Lenders Association. Adventure Radio Group, " Plantation Interiors, Lighthouse ARTS CENTER STAFF Security. Atlantic Savings Bank and Bethea Jordan Griffin PA. In addition, EXECUTIVE STAFF PRODUCTION FACILITIES/ the Arts Center continued to serve Kathleen P. Bateson Pamela H. Neyhouse FRONT-OF-HOUSE as a polling site for local, state and President and CEO Production Manager Tony Claudio, Facilities Manager national elections. Richard Feldman, General Manager Chris Beyrles, Technical Director tulle Hahn, Ticker Services Manager Our connection with the hospitality _. and travel Industry –such avital part Michel Claudio, Sound Engineer Keith Layne, Facilities Assistant of the Island economy– continued ADMINISTRATION Shannon Mason. Production Mary Ann Anderson. Judi Crump to be strengthened through a number Terry Bergeron, Director o/ Stage Manager Parton, Parr-rime Assistant of programs. We hosted receptions " Marketing and Communications Alana 1. Morgan, Lighting Director Box Office Managers and performances for local Kim Keats, Director o/ Allssa Reeves, Costume Tanya Sykes, Jessica Weaver concierges and visiting travel writers Education and Outreachfor various arts events, as well as Pan-rime Box 0//ice Assistants Shop Manager partnered with wine distributor, The Barbara Peck Director of C.R. Pete UwdsahaA e u Gwen Ankney, Janice Beers, Institutional Develo menr y g y London Wine Man, for a hospitality P Props Manager Lel Dorris. Barbara Steiger, P 8 industry wine tasting. Jeffrey Reeves, Director of financeRuth Schroeder, Marian Unger, lenniler Correll, Assistant Chris Zall Box O//ice Volunteers The Hilton Head Island Chamber of Diane Russell, Community Costume ShopManager y' Evems Manager g Geneva Christopher, Christine Commerce wasalrequetn visitor to R. Buggsy Payne, Scenic Charge the Arts Center, taking advantage Adriana ContrerasBohn, Erin Schosser, Sandy ;f Brian Riley, Assistant Technical Koulichkov, House Mana ers of our facilities for number of - Graphic Designer Director/Master Carpenter g meetings, seminars and programs. % Betty Edwards, Group Sales Manager Ryan Schultz The Low Country Resort Tourism Stacey Kuntz. Promotions Manager Stage Operations Chief Commission hostedareception and .i a performance for tourism represen- Kyle Wallace. Executive Assistant Jamie Barron. Scenic Carpenter tatives throughout the region, and to the President's Office Sabrinna Cox. ScenicArrist/ Grayline Tours took over the Arts .j { Tori Bazerque PropsAssistant Center for an evening event that Developmenr Assisranr included a gala reception, followed 333FFF Bethany uenenfelder, performance of Gail Ragland, Assistant to Wardrobeby a pSupervisor Corpse! General Manager .'rty Caroline Jenkins, Education PHOTO aeons: Roland Jack—dmmming 'i and Marketing Assistant svmk m shop: S.C. Governor's Stboel for thee anJ Ilunentlnes rvteptlon; N.C. Youth Tap ) rnsonible field ulp: Wine Auction Cala: Flamenco Lnlno master dance cast;Marten f y Smalls: and C polo Dnmmarakers exhibllion ~ 'h 41 t BALANCE SHEET: FISCAL YEAR ENDING AUGUST 31, 2001 ASSETS LIABILITIES/CAPITAL CURRENT ASSETS LIABILITIES 0A and Cash Equivalents ............... 5218.313 Accounts Payable..................... 1149.513 Restricle,l Cash IEnduavmeml ............ MUM "nixes Payable .......................... 2,697 Accouills Receivable ..................... 10.503 Deferred Revenue..................... 315,461 Pledges Receivable. . .................. 556,358 Notes Payable (Queens Grant) ............. 87-185 Inventon•.............................. 1.080 Notes payable (Line of Credit). . - ......... 950,926 ll,epafl Expenses ......................81:)06 Notes, Payable (11VAC) .................. 1 (0.775 Total Current Assets ................5988.746 Total Liabilities .................. 9,675557 FIXED ASSETS CAPITAL l.and .............................. 1)(10.000 Filli,l Balance...................... $9.336,286 —14 Buildings..........................9.532.482 Total Capital ................. .. '),336.286 Accumulated Depreciation - Building; . . . (1.463.997) Total Liabilities and Capital......... 511,011JI03 Furniture & Fixtures ................... 183.334 Production Equipment .................. 431.662 Office FAuipment ..... . . ............ 359,834 NOTE financial stot"roells an"Indital dud ore drrunrl ............................. 11,542 reliable. 71w full audit I vjh,, I will be M '11111111he (0111 U-111ten Facility Improvements .................. 203.970 mimst to the I kwh linneot Machinery & Equipment ................. 34,653 Accumulated Depreciation - All Other..... (644,286) Total Fixed Assets ................59551.194 OTHER ASSETS Pledges Receivable ................... 1396,920 Appreciable Gifts ...................... 74.983 Total Other Assets ................. $471,903 Total Assers .................... 111,011,843 J I STATEMENT OF OPERATIONS: FISCAL YEAR ENDING AUGUST 311, 2001 OPERATING INCOME OPERATING EXPENSES EARNED INCOME Direct Program ...................... $896,392 Admissions ......................... $714,358 Marketing .......................... 196,652 Subscriptions ........................255.486 Development ........................ 203,889 rield Tips &'Ibition.................... 34,669 Personnel ......................... 1,174,661 Gallery Sales ......................... 19,621 Payroll Taxes and Benefits............... 193,433 Concessions& Gifts .................... 32,173 Administration ....................... 207,265 Patron Recognition ..................... 79,248 Facilities ............................ 256,813 Rentals............................167,126 TotalExpenses.......................... $3.129,105 Other Income ........................93,189 Net Income (Loss) Toral Earned Income .............. sl,395,870 from Operations ........................ (532,579) CONTRIBUTED INCOME Government Grants ................... $357,744 Total Interest Expense .................. 565,681 Foundations .......................... 93,790 Total Other Non -Operating Expense ........ s78,237 Indieiduals.......................... 273,740 7blal Depreciation Expense ............. 5385,020 Membership .......................... 10.496 Net Income (Loss) After Corporate/nusiness.................... 179,118 Interest, Depreciation and Benefits - Special Events ............... 254,848 Other Non -Operating Expense ............ ($561,517) Gifts In Kind ........................ 146,574 Special Major Gifts .................... 384,346 Total Contributed Income ..........51,700,656 Operating Income .............. $3,096,526 I PHOTO CREDITS: httrNllh InPI.I.Y, Weld T.tnhersl y.l�nnry G,,5hannen I-Jmres, nrWany I/ H, Anna C.mfl- hr &nne r-hnrrtN En, bg; N.C. Ibmh T.tp U—Ible rehl Odin IA• Aam Oh 114 Arple IV; S.C. Gavemor's School for the Ane and Ilmnanilles reception: Dana Lynn hlaum, David 6dwmds, AI•e'rinn—,a In Aro4hirgC s: and Cnnummily Ch.,w as Thee Llphfl.% t �� FRIENDS OF THE ARTS CENTER ..��u, ria rJnr;1 ! I GIFTS Mr. & Mrs. Clinton D. Lauer Mr. & Mrs. Int M. 00ey Mr. & Mrs. Frederick IV. Pfeiffer { - $io,000 AND ABOVE Barbara Lathrop Gloria &Manny Penita Lots &Bay Plekenpol Opal & Hans Abbink Doris & Robert McCwan Pink House Gallery of Fine Arts Mr. & Mrs. Halford J. Pope Pa+commodadons Tux Grant from Mr. & him. Mark Marine Jean & David Pusdlnik Dr. &hers. C. Burns Raehdg the 7bwn of Hilton Head Mr. & Mrs. David E Pardue, Jr. Mr. & Mrs. George H. Roberts, til Barham & Frank Ruelt ing y Cambay Foundation Lynn & Mier Parrott Maxine & Mike Rogers Uz Rufenacht f Heritage Classic Foundation Helen & Ben Racusin htr. & Mrs. George Rowan Patricia Scruggs ' Hilton Head Island Foundation Mr. & Mrs. James N. Richardson, Jr. Mr. & Mrs. David Saul Mr. & Mrs. Robert 1V. Shea ,1 Island School Council for the Ms Vicki & Doug Rlppito Nancy & Henry Schacht Wrbam & Robert Singer Rachel & John lakes Helen Schuiling Mary Tbnkln Smith Me & him Jack Spirgl Barbara & John Lawless Helen & Robert Siler Mr. & Mrs. Paul 0. Stillman Mr. & Mrs. Thomas Slack Kathleen & Brock Rowley her. & Mrs. Neil J. Sullivan, II Mary Knox Timall Me & Mrs. George 11. St(dumahy South Carolina Arts Commission Thi McCamish Charimbie Fund Mr. & Mo. Erskine N. White. Jr. Ann & Jim Tierney I Dick van Claim Mr. & Mrs. Thomas W. •ticker Mr. & Mrs. William F. Whitman, Jr. Mary & 7bm Mazy Youths' Friends Association Charlotte & Eric White Jean Wolff Mr. & Mrs. John F. Utley I FOUNDERS CIRCLE LEVEL Cindy & Stuart Wilbourne JoAnn & Ed Wood PATRON LEVEL Marilyn & Jerry Vanderprwl s $5,000 $250 W. Ronald Vaughn The Bargain Box BENEFACTOR LEVEL Mr. & Mrs. Charles R &,am Mc & Mrs. James C. Walker - Kathlmn C Bateson & Torrey A. Class $750 Bi-Lo Mr. & Mrs. Edward C. Warner Mr.& Mrs. Forst Bmderer Mr. & Mrs. William Bender Blaney & Smith Waste Management, Inc. C. Juanita Craul Mr. & Mrs. Daniel C. Brown Dr. & Mrs. David E Billings LaVonne & John Zimmerman Hispanic Cultural Committee Mr. & Mrs. John H. Clark Mr. &Mrs. Ashur M. Blank DONOR LEVEL Mr. & Mrs. Harold Siebert Crescent Development Mr. & Mrs. Philip H. Boyd $loo -. Kathhmn & Richard Spmr Mr. & Mrs. William H. Goodwin, Jr Shirley R. Bradly Karin & Daniel Akerson 16 771e lohn Stobart Gallery Mr. & Mrs. Carl Hagler Dr. & Mrs. John T. Brennan Silly Albrechl & Jay Allhouse PRODUCERS CIRCLE LEVEL Mr. & Mrs. Michael Hellman Mr. Martin F. Brett Scarvla Anderson & John I ielookk $2,5oo Ann Kendall Sondra W. Bunion Mr. & Mrs. John R. Andnexvs Judy & At Bacon Debbie Lawless & Ron Belcher William J. Byrne Mary C. Apostle Linda & Ralph Davis Jim Lawless Mr. & Mrs. George Carmody Apple Pie Palmers Pat & Jim Cray Mr. & Mrs. Timothy S. Logan The Club Group Mc Vance Rikeman \\\ - Mr. & Mrs. James A. Heavner Mr. & Mrs, Hector Lynch, III Crayola Dream-Makers Mn & Mrs. Kevin Barker Me & Mrs. William C. I6umrei Mr. & Mrs. Gerry Mayo Mr. Gordon S. Crowell Beryl & BILI Ram icleugh ' Sonet & Gene Elizabeth & Henry F. Michell, III Mr. Don Faglehouse Mc &Mrs, James L Basel Luanna &Jack Morris, ohs, Jr. or E M. Payne, III Kay N. & James L Elder Kathryn C. Balten Mr. & Mrs. William S. Rose Sams Club Fairfield Inn by hiarriou Mr. & Mrs. Wayne Baumgardner Southern Arts Federation Suzanne Lawless & Ryan Saida Dr. & Mrs. Donald W. Fellner Mc &Mrs. Paul A. Broker eckerle - Mr. & Mw. Charles E.7Sylor Mary Ann & Pat 7boie Wllliam C. & Joyce G. Ferguson Dr.Mr. & Mrs. Paul E B �. Mr. &Mrs. Harold J. Winch SUSTAINER LEVEL Mr. & Mrs. John Hammlll Mr. & Mo. Russell W. Bill man - $Soo $Soc, Mr. & Mrs. Robert M. Hancock De & Mrs. Joseph W. Black HERITAGE CIRCLE LEVEL Carol A. & Joe C. Monis Mr. & Mrs. Norman R Harberger Blue Chip 1%p. $I Kay & Bangs Bonnie & Dick Hamff Mr. Blumenthal & Mrs. Jack Bluhal .. ?,It. c & Mrs. Paul S. Asplundh Mr. & Mr.r.L.Kari M. Broker K Nancy &Paul Hudak Mr. &Mrs. W. W. Bo(stum, Jr. j Merrill &Paul Barringer Virginia S. Brennan Dean & Sonny y Huntley Ms. Inez E Boyar Christine Bohn Catherine & Bruce Builder Joan & John Jemdt Me & Mrs. Joseph E Boyd Philip J. Brut - - & Ford Caswell Carolyn Kachmann Y Mr. & Mrs. Fronk Bnfman t ' Corey Current, Memorial Memorial Mr. & Mrs. Tony Claudia Mr. & Mrs. John S. Kart Nancy &Robert Brickinddgc i Calf 7bumamin Mr. & Mu. Baum W Cole Joanne LaHui Mc &Mrs. Joseph C. Brien, III ! Mr. & Mrs. Cartha D. DeLoach Curry Printing - Mn & James Lau Mr. & Mrs. Fred Bdedenbach Mr. & Mrs.. Robert DeVeer - Mary Diehl &Associates Pat & lack Lessig Mc & Mrs. Nelson Brilt j _ I Mr. &Mrs John P. Diamond Mr. & Mrs. Richard E. Ester _ Me & Mrs. John R. Lard Mr. &Mrs, Evl Brooks Drcma W. Doolittle Mrs. MarjoryJ. Fowler Ingrid & Gerry low Judith & Stuart Brown LLLLLL...•••'�'�'i'JJJJJJ 1 71lercsa & Al Dunn Anne fee & Irwin Cooley Joseph C. Ludwig Helga Burnell•Sahi G#yS Mr. &Mrs. Dwight Emanuelson �'. Dordy & Charlie Freeman Mr. & Mo. Hint Harling, Jr. Mc & Mrs. John Lundin Mary & Harry Maxon Mr. & Mrs. Fred Bur Cali! Europa Walt Graver Mr. & Mrs. William F. Hartman & Fluidly " Hilton Head Marriott Beach The Camera Club i Mr. & Mm. Richard A. Gray, Jr H,D. Kenned Y &Golf Reran Berry &Jim Chaffin s 1f {'. Mr. & Mrs. Frederick Hack, Jr. c &Mrs George Kho Mr. & Mrs. David G. McCullough - Mr. & MrsJohn Chla . . mhiero Margaret H. HarrisonHais Colonel & Mrs. Robert J. Rdwanek Mr. &Mrs: Don Mellott Mr. & Mrs. George P. Chmkjian . i.l Margaret H. Harrison FoundationLa Isla Henry E Melvin in memory Lois Claus Pat & Hank Haskell.of Lawmuntry Golf Course Ethel T. Melvin Mr. & Mo. T. S. Clifford t Mr. & hers. James A. Haslam, LI Mr. &Mrs. A. Hay -Owners Association Pamela R. & Dr. Nicholas E Mihelic Mary Bess & Paige Mulhollan Cheryl & Bill Cof rr ry Mr. & Mrs. William C. Coleman q I Catharina &Barth Hoo&+tralen Barth •i - Deborah & Steve Marem Norma & Dick Mrs.lessica Murphey ur htr. & Mrs. Gerald F. Colson t ti -., Mr. &Mrs. J. Dudley King, Jr. Carole &Bill Model oral . Nan & ry David Nettleton ' htr. & Mrs.lack Connor ? s Dea Mdecen Rune The National Bank of SC Mr. &Mrs: Bob Nyelrhuls Mr. & h1rs: If. Ashur Cornell r i Mrs. James L Krum Pamela H. Neyhouse Jim &Bob Panmast Kathie &Ken Couch .x T.D. Peeples Construction, Inc '.-Ann&Paul Coulter t Y 5,ff u IS i J ldi �S , i -md a t ... �C,t� � Y��.��..�.Y au .. � _ �i•YI,Ls.�a �l _I � I �'_ a.. .. .. . . S '!lot Short la honor Mr. & Mrs. Robenrs. Cragg Ms. Camlym A. Haynes Martha Ann McDonald o. Mof -1, MCarolyn H. D'Alessandro Dr. & Mrs. Richard Heibel Unda C. hlcGaha OM I Abbinpk pa Dr. &Mrs. William A. Shuck Jayne & Mike Danoff IBIIon Head Mediad Center & Clinics Beale S. Met— Helen&Ronald Sibley ; } Mildred Y. de, Shepper Hilton Oceanfront Resort WryIe T. Meniwether J. Thamwell Meyer, III Mr. &Mrs. William P. Sims Mr. & Mrs. William Denton Mr. & Mrs. Cul H. Hirsch Home Builders Association, HHI Carol A. Miles Smith Landscaping Dad & John Dixon Mr. Charles Doughtle Chadene & John Hover hV. &hfrs. Robert %4. Moore Mr. &Mrs. Thomas Snell _ Mr. &Mrs. Stanley C. Duffendack Noreen & Edward Humphrey Mr.& Mm. John D. Moten Barham &Neil Snow Mr. & Mrs. Frank C. Stanton Mlle & Stan Duke Joan &'thin Israel Dr. & Mrs. Richard M. Jellison Mr. &Mrs. Adolf Mueller M1h.& Mrs. Robert D. Murphy Mr. &hfrs. Charles Steingraber - Mr. & Mrs. Richard Dusa Wendy & \4yn Falun Dr. & Mrs. Lewis Johnson Or. & MrsBun Must, Jr. Mr. & Mrs. Gordon E Stone Bobbie & David Mow Namye & Emest Jones, Jr. Chris & Herb Nichols Janice & Norm 51uma Of Dr. &Mrs. Leigh E. Fadden - Barbara Rippler Joan &William Nical Dc & Mrs. Luther ?.I. Strayer, - Mc & Mrs. Anthony J. Falvo, Jr. Wendy & Don Kennedy M1fr. & Mrs. John O'Hare Carolyn &lack Strang Mr. & Mrs. Robert Suntim Louise Farrell Mr. & Mrs. Hamid B. Kennedy Dr. Marion O'Neill Ocean Woods Landscaping, Inc Mc &Mrs. John C. 7brggart Suzanne &John P. Partington Sandy &John Kenny Barbara &Dennis Mantle & Forrest Palmer Mr. & Mrs. James Taylor. Jr. 'i Harmony &John D. Fbrtingtan Mr. &Mrs. Richard Knorr Dr. &Mrs. Guy Pandola Dr. Mr, & Mrs. David Taylor Mr. &hfrs. Paul Earst Bobbi & Rick Feiewg Ruth F Kramer Mr. &Mrs. Orion G. Paton Madan & Bob Taylor Mr. & Mrs. Stanley H. Feldberg Thomas & Eleanor Krebs Captain & Mrs. Charles D. Payne Mr. &Mrs. Sherwin H.lYrty Mr. & Mrs. William H.19511 Andrew Gay LiUml Mr. & Mrs. Don Pei— Mr. & Mrs. Albert H. Thomas Me & Mn. BIII Tothill Mrs. Kathy Hower Mrs. Mrs. Barbara tomb Bottling Croup Catherine & John Phelps Mr. & Mrs. Jerry Voight , Mr. & Mrs. Charles W Flynn Charles R. Iandback Mr. & Mrs. Richard Pilsbury Allison & Alan Waltley Mr, & Mrs. Donald French Sheila H. Langen Frances & Gene Langenhan Mr. & Mrs. Timms R. Posey Dr. & Mrs. William B. Walker - Mr. & Mrs. Michael Fritz Mr. &Mrs. Poser Geer Dr. &Mrs. Julian R LewinMr. & Mrs. Muriel F. Prim Mr. & Mrs. Anlmr C. Ward Virginia &Rolm GhlraNelli Ruth U. & Joseph J. Liedtke William C. Purple Mr. & him. Robert Waring Ms. Ursula Glamara Dc &Mrs. Joseph Lindner Ruth & Walker Rst Ann & Don Warmuth - //''''��;;fr. & Mrs. Gerald T. Glancey Peggy & Dick Love Helen & Ran Rayeviclt Or.&Mo. Albert C. ReI411e Mr. Lawrence A. Waterhouse Genevieve &Glenn W sselmann . Belson J. Gold 7.1r. &Mrs. Waiter Greer Mrs. Charles Lavingood Mrs. Norman Lund Mr. & Mrs. Basil J. Romeo Mc & Mrs, Ross B. Whitney, Jr. -'I Nan & Anthea Omgono Mr. & Mrs. Philip 1. Lux Mc & Mrs. Aonchelii Mc & M1bs. D. Daniel Wolf _ ` Mrs. Eve B. Guggenheim 11. &James MarLeal Louise & David Rose Mr. & Mrs. Michael %%barren William Guggenheim - - Mary Louise Magnus Dr & Mrs. Daniel A. Mal. Penny R. Rose is Mr. & Mrs. David Ren Barbara Wmy Mr & Mrs. James J. Young `! Babble &Don Gusdo Mr. & Mrs. Joseph C. harden Mr. & hos. Nick Mamalakis Mr. & Mrs. And— W. Schultz Mr. &Mrs. Richard W. Young - Mr. &Mrs. James W. liaulenbmk Mr. &Mrs. William A. Mann Mary & 8111 Schumacher Belly & Sieve Zlplow Philip 7Jt _ Donald G. 11.11sh Mr. & Mrs. Jack R. Martin Liz &Wall Schyntik Mo. Jean B. Ilawkins Martin's Piggiy Wiggly hfr. & Mrs. James R. Sells Mamjean & Bob Zodtncr ' Dc &Mrs. Ruben Hayner Mr. & Mrs. Clines Mauka Mr. &Mrs. C. Lee Zwally, CORPORATE SPONSORS & BUSINESS PARTNERS GOLD SEASON SPONSORS Carolina Morning News - BUSINESS PARTNERS _ Mary Diehl&Associates Hillon Head Factory Stores I & 11 Adventure Radio Group Charter L Realty Pim Union National Bank Island Getaway Rentals H,, -ay Cammunlcallons Oroup -Dale Dawson and The Dawson Tbam Hilton fiend Glidden The National Bank of South Carolina ' Iidlon IIcaJ Monthly Dunes Marketing Group. Hilton Head Pontiac, Buick, CMC, BMW Mortis & Whiteside Galleries Palmetto Electric Coopemilve, Inc. Jullelbon Fawley, Real Estate Braker 3 Y -Island Events j The Island Packet Home Depot Muffies Cafe & Market Gene ManIn's Pl WI 661y tS61Y .. The lnvis GroupBUSINESS lighthouse Finandal Services ASSOCIATES Pink House Gallery of Fine Art The John Sicilian Gallery f Sea Pines Company Lowmuniry Monthly 1 esIfillead island The Wtin Resort – on H Merrill Lynch, Pierce, Fenner & Smith Carolina Termite &Pest Control,, Ire. Disney's Hilton Head Island Resort MATCHING GIFT COMPANIES r t I. SILVER SEASON SPONSORS . Perry Printing Plantationlnledors :The Greenery; inc AMT m Bell South Thlemmmupicalions ,h Louis Sterling Floomoverings Ina The River/WYKZ 98.7 FM Island Funeral Home BP America / 1 ' ResanQuest Hiltor Head Salomon Smith Ramey/ITe Kohl= Johnson Controls Ubeny Savings Bank - EJ UB & Co. Foundation - Y Y :I (including Shorcl(ne Renals, Inc. . Humphrey company - rorty &Jean Poythress, IBM Corporation -, i.L 'i� & %Vnnhy. Rentals; Inc.) TtuGreen WndCaru Piggly Wiggly at Shelter Cove Merrill Lynch & Co, Ibundation, Inc, BRONZESEASONSPONSORS User Friendly Consulting Services - Wachovia Bank Village Printing. -.. Mobil Foundatdan, Inc a! G. Edwards & Sons, inc rlamlc Savings Bank . ` Where To Go Magazine Wine Sheller Cove - BUSINESS FRIENDS Pfizer (Warner-Lambert) Reader's Digest Foundation '.� 1 Bank America & Spirit Shop at Ad Specialties j r of Cary Printingramling �jr art 1 txen September 1,1000 d Augus'r 31, 2001 Conhiburians niched henan ry J I it r F� F :�I` td�✓Y n.3 { �1 s 15j r 7 ... { 11 ( 1 Sflrn {v �f.`.R\��r. � � S �1� Jrift• )t, ,�K l ".. -j p / i9 APPENDIX E COMPLIMENTARY COMMUNITY TICKET LIST FY 2002 { 1 i EWaE �:7. ty' Self Family Arts Center Ticket Donations 1 wAll'I'l PrIL] DATE ORGANIZATION 2001-02 PRODUCTION # TIX VALUE 8/8/01 Sea Pines Montessori School Sleuth - Sept 26 -October 6, 2001 2 $64 8/8/01 HH Hospitality Association Sleuth - Sept 26 - October 6, 2001 2 $64 8/8/01 Programs for Exceptional People 5 Gus ... Moe - Nov 28 -Dec 2, 2001 2 $68 8/8/01 Humane Association HH- Bluffton 5 Gus ... Moe - Nov 28 -Dec 13, 2001 2 $68 8/9/01 Bos & Girls Clubs 5 Gus ... Moe -Dec 15-23,2001 2 $68 9/20/01 Thomas Heyward Academy Sleuth - Sept. 26 - October 6, 2001 2 $64 9/25/01 Marine Corps Officers' W ives' Club Sleuth -Oct. 13-20, 2001 2 $64 9/25/01 Pregnancy Center & Clinic of Lowcount 5 Guys ... Moe - Nov. 28 - Dec. 2, 2001 2 $68 9/25/01 Oster Reef Ladies Invitational 5 Gu s...Moe- Nov. 28 - Dec. 2, 2001 2 $68 9/25/01 ' ' Children's Schbol at St. Luke's 5 Guys ... Moe - Nov. 28 - Dec. 2, 2001 2 $68 9/25/01 Sea Pines Montessori School 5 Guys ... Moe - Nov. 28 - Dec. 2, 2001 2 $68 10/3/01 Gallery Mgr. Candidates Sleuth-Oct.3-20,2001 14 $420 10/17/01 Indigo Run Women's Club 5 Guys ... Moe - Nov. 28 - Dec. 2, 2001 2 $68 10/23/01 Daufuskie Island School 5 Gu s...Moe - Nov. 28 - Dec. 2, 2001 2 $68 10/23/01 BBQ to the Rescue 5 Guys ... Moe - Nov. 28 - Dec. 2, 2001 2 $68 10/23/01 St. Andrew B ,The -Sea 5 Guys ... Moe - Nov. 28 - Dec. 9, 2001 2 $68 11/8/01 Alzheimer's Respite & Resource 5 Guys ... Moe - Nov. 28 - Dec. 7, 2001 2 $68 11/8/01 Beaufort County Sherrifs Office 5 Guys ... Moe - Nov. 28 - Dec. 2, 2001 2 $68 11/15/01 Linda & Karl Olsson - Dunes Pizza 5 Guys ...Moe - Nov. 28 - Dec. 9, 2001 2 $68 11/21/01 Women's Association of HHI 5 Gus ...Moe - Nov. 28 - Dec. 7, 2001 2 $68 11/21/01 Hilton Head Choral Society 5 Gus ...Moe- Dec. 2 - Dec. 16, 2001 2 1 $68 12/18/01 Pregnancy Center & Clinic Low Country Sisters Rosenswei Feb 6-16, 2002 2 $64 12/18/01 Beaufort High School Theatre Sisters Rosenswei Feb 6-16, 2002 2 $64 12/5/01 Festival of Trees 5 Gus Named Moe 2 $64 12/5/01 Festival of Trees Sisters Rosenswei 2 $64 2/5/01 Festival of Trees Mame 2 $80 12/5/01 Festival of Trees They're Playing Our Son 2 $66 12/5/01 Festival of Trees Halleluiah Sinners Christmas 2 $64 12/5/01 Festival of Trees Charles Wadsworth 2 $70 12/5/01 Festival of Trees Dayton Contemporary Dance Company 2 $62 12/23/01 Jamal Edwards family - community svc. 5 Guys .... Moe 12/23/01 4 $128 1/15/02 Zonta International Sisters Rosenswei Feb 9-20, 2002 2 $64 1/16/02 American Heart Association Sisters Rosenswei Feb 10-20,2002 2 $64 2/5/02 Chatham Academy Sisters Rosenswei Feb 9-20, 2002 2 $64 2/5/02 MCAS Beaufort Officers' Wives' Club Mame 2 $80 2/5/ Hilton Head Aquatics Team Sisters Rosenswei Feb 18 -March 2,02 2 $64 2/18/02 Women's Association of HH] Sisters Rosenswei Feb 22 -March 2,02 2 $64 3/26/02 The Caring Hearts Foundation Mame - April 24-28, 2002 2 $80 3/26/02 Hilton Head Sail & Power Squadron Mame- April 24-28, 2002 2 $80 3/26/02 Citizens Opposed to Domestic Abuse Mame- April 24-28, 2002 2 $80 3/26/02 NJROTC - Dept. of the Navy Richie Havens 2 $68 3/26/02 Sun City Women's Golf Association Plavinq Our Son -June 12-16, 2002 2 $66 3/26/02 March of Dimes - Annual Star Chefs Playing Our Son - June 12-16, 2002 2 $66 3/27/02 Women's Association of HHI Playing Our Son - June 12-16, 2002 2 $66 4/16/01 Siegfried & Ilse Kessler - community svc. Women of Taste 4 $20 5/2/02 Hilton Head Orchestra League Playing Our Son - June 12-19, 2002 2 $66 5/20/02 Navy League Playing Our Son -June 15-20,2002 2 $66 6/11/02 Access Resorts, Inc. Playing Our Son -June 15-21, 2002 2 $66 6/25/02 Hilton Head Heroes I Kitesl The Sky's the Limit 6 $30 -'25/02 Hilton Head Heroes Puppet Kite Masquerade 4 $140 25/02 Leadership Hilton Head Bluffton They're Playing Our Son 46 $1518 7/11/02 Hilton Head Heroes Sky Designs in Pasels or Sha a -A -Kite 2 $40 7/11/02 Marry Noonan Hallelujah Singers summer 2 $52 7/25/02 Leadership Regents 02-03 Hallelujah Singers summer 28 $1,456 TOTAL 42 ORGANIZATIONS 200 TIX $6,850 GIFT DATE 1 R . +e� .g8' YP4iyf4�h pF b' 'f ORGANIZATION 2000-01 PRODUCTION # TIX VALUE 7/11/00 HH Art League — scholarshir ram Corpsel Se t.27—Oct.5 2 $56 8/29100 HH Humane Association Enchanted Eve. Nov 29 -Dec 13 2 $62 8/29/00 Coudlry.Club of Hilton Head Co set Sept 27 — Oct 5 2 $56 9/27/00 Pregnancy Center &Clinic of Lowcoun Enchanted Eve. - Dec 2, 2000 2 $62 10/24/00 St. Andrew B The Sea Enchanted Eve. Nov. 29 — Dec 4 2 $62 10/24/00 Choral Socle ! Noises Off Jan 31 -Feb 7 2001 2 $56 10/24/00 Life Care Center of Hilton Head Noises Off Jan 31 —Fab 4 2001 2 $56 12/5/00 NAACP Noises Off —Jan 31 —Feb 4, 2001 2 $56 11/29/00 Hilton Head Preparatory School Cham ne & Caviar Reception 2 $80 11/29/00 Hilton Head Prepe School Wine Tasting3/8/01 2 $100 12/18/00 Pregnancy Center & Cllnic Noises Off—Jan 31 -Feb 4, 2001 2 $56 1/17/01 Gator Football and Cheedeadin Noises Off — Jan 31 -Feb 4 2001 2 $56 1/17/01 Citizens O to Domestic Violence Art— 4125— May 3 2001 2 $56 1/17/01 American Assoc. of University Women Art— ril25—Ma 3 2001 2 $56 1/22/01 The Professional Women of Hilton Head Noises Off -Jan 31 — Feb 11 2001 2 $56 2/27/01 1 Hilton Head A uatics (H4A) Art — April 25 -May 5 2001 2 $56 2/27/01 March of Dimes Star Chefts Art — ri125 Me 5 2001 2 $56 3/15/01 Sum.0 Women's GolfAssocia8on Art- April25-Ma 5 2001 2 $56 4/12/01 HhlSail & Power S uadron Inc. Art— ril 25 — May 5 2001 2 $56 ,4/28/01 Volunteers in Medicine. Art— Aofil28-Ma 5 2001 2 $� Zonta Club of Hilton Head An in Goea — 6/1346/23/01 2 $72 TOTAL 20 OROANQ/1TIONS 42 $12 ITTAr6�;' �' 4 t;p"i,�, Y y 4 :, 4v • -r: tits+ �. Arts Center Visitor Postcard Program During July 2002, the Arts Center experimented with a complimentary postcard program where visitors could fill out and address an Arts Center postcard, which would be mailed from Hilton — -- Head Island for them free of charge. During July, visitors from 11 different states participated in the program with over 2 dozen postcards mailed. States included Pennsylvania, Massachusetts, Illinois, Florida, Georgia, Virginia, Connecticut, New York, Ohio, Maryland and Maine. Arts Center Backstage Visitor Touring Program On Thursday mornings at 11:00 a.m., the Arts Center offers a tour for visitors and residents who want to see "behind the scenes" of the Arts Center. Patrons are treated to a building=wide tour of the Arts Center including the costume shop, scene shop and technical areas, meeting rooms and gallery space, performing and arts studios, and of course the Arts Center's jewel, the Elizabeth Wallace Theater. ';.ginning in January 2002 and for the period January — August 2002, the docent leading those tours tracked the attendance and residency of these visitors. A total of 166 people from 21 states and Canada toured the building, for an average of 21 tourists per month. Following is the tally and geography of those who toured the facility during this period. Date Number of People Home State/Area January 10 3 Vermont, Illinois January 24 2 New Jersey January 31 4 Indiana, New Jersey February 7 11 Missouri, Pennsylvania, Canada February 14 4 New Jersey, Canada February 21 3 Ohio, New York February 28 4 S. Carolina, N. Carolina, New Jersey .March 7 10 Canada, Virginia, Illinois 7 i March 14 2 Massachusetts March 21 7 New Jersey, Arizona, Ohio, Wisconsin q t March 28 2 Wisconsin, Virginia April 3 34 children Port Royal, SC Elementary School class es Is April 4 4 South Carolina, Canada April 11 3 Massachusetts, Tennessee t i April 16 j April 18 19 children 4 Bluiiion, SC Boys & Girls Club Tennessee, Michigan April 25 r, 2 Kentucky r: •xStrC � �Y j ov3.-rs-Fr January—August 2002 f Page 2 of 2 Date Number of People Home State/Area May 2 3 Virginia May 9 2 Georgia May 16 3 Georgia, South Carolina May 23 1 Pennsylvania May 30 2 Canada June 6 2 Connecticut June 20 10 Indiana, Ohio July 11 5 Georgia, Florida July 18 6 Georgia, Maryland, Ohio August 8 4 New York August 22 8 Florida, S. Carolina, N. Carolina, Virginia August 29 2 Rhode Island, S. Carolina Totals C` 29 Tours 166 participants 21 states & Canada f !. is �xlv , LW Y qi . 't �� , r�y.�:��V` �• .. .. .. .A t� t 4: �. i, �X��1n �,,`*;M1 ( (. .1.'.f moi• r _ �_ T T H t S t- L P P A A I L Y ARTS CENTER Arts Partners & Constituents ! Arts Center National: Crayola Dream Makers Higginbotham House Museum Kennedy Center's Performing Arts Center and Schools, Partners in Education Program New York Times Dent State University Smithsonian Institute State: » South Carolina Arts Commission C South Carolina Governor's School of the Arts and Humanities South Carolina Arts Alliance University of South Carolina — Beaufort South Carolina Presenters Network Local: Apple Pie Painters The Barbershoppers Beaufort Arts Council Beaufort County School District Camera Club of Hilton Head Hilton Head Christian Academy Hilton Head Community & Youth Theatre Hilton Head Dance Theatre Hilton Head Elementary School Hilton Head High School Hilton Head Middle School Hilton Head Preparatory School Hilton Head Orchestra Hispanic Cultural Committee Jazz Society of Hilton Head Lowcountry Artists Martin Luther King Day Celebration Committee Native Islander Business and Community Affairs Association Sea Island School for the Arts South Carolina Repertory Company UNICO (opera Presenter) Reeional• Boys & Girls Clubs of the Low Country fr •, Coastal Discovery Museum Charleston Historical Foundation College of Charleston School of the Arts 7 Friends of St. Patrick's Committee Gibbes Museum of Art a I� y.1z Gullah Celebration Committee Southern Arts Federation '} Hallelujah Singers Theraputic Arts Program '. Hilton Head Art League Hilton Head Island/BlufBon Chamber of Commerce September 2002 j ARTS CENTER THEATER SERIES :• PERFORMING ARTS PRESENTING SERIES VISUAL ARTS, EXHIBITION SERIES • EDUC4TION PROGRAMS • COMMUNITY SERVICE PROGRAMS 14 SHELTER CovE LANE • HI=N HEAD ISLAND; SC 29928 • ADMINIMATION 843.686=3945 • Box OFFicE.843.842•ARTS • FAx 843.842.7877 APPENDIX H :r LIST OF BOARD OF TRUSTEES 1 r I �. ISL: qp '' `•: '�"��:`�"�•��,.}5, '� i>1�� 'MyY'i=�,�h✓� S �KJ'P ��,+^�f��t�� f T h r S f L r r A i I -L Y .ARTS CENTER _ , Arts Center Board of Trustees r Opal Abbink (Chairman) Ernst Bruderer (Vice Chairman) Stuart Wilbourne (Treasurer) Jack Monis (Secretary) Kathleen P. Bateson (President & CEO) Cartha D. DeLoach (Chairman Emeritus) Henry Driessen, Jr. Ruthie Edwards Juanita Graul �l Angie Greenfield Carol Hack Bill Haley Hank Haskell James Heavner Carolyn Hogue John Jakes Nicholas Mihelic Mark Moore Leslie Richardson M. Michael Rogers Kathleen Rowley Kathleen Speer Y' , I September 2002 ARTS CENTER THEATER SERIES • PERFORMING 'A RT S. PRESENTING SERIES VISUAL ARTS EXHIBITION SERIES • EDUCATION'PROGRAMS • COMMUNITYsSzRVICS."PROGRAMS e 14 SHaTeR Cove LnNe t HILTON HEAD ISLAND, SC 29928 • ADMiNisrnATwN 80-6864945,4 Dox OFFlce 843 842 ARTS • FAx 843 842.7877 S��, - .�r!,r�.msJ l:..iLPrmY�ws.`r.�" `ka. a ..� -- `aan '91�»'; .. -.,.- . . APPENDIX I FY 2003 BUDGET s i i r f � ` 'y :y "Yf 4,. ROAM, um .w. =k ..J��h atF� ':l`•t. � .�U} 1:-�KC��4. fi :t .. .. � ... ARTS CENTER Approved Budget for Fiscal Year 2002.2003 j Earned Income: BUDGET % Subscriptions $ 340,000 Admissions 761,335 I Grou Sales 154,569 i Field Tris 21,740 Tuition & Fees 5,120 Food & Beverage Concessions 30,910 Merchandise 5,450 Event Commissions 27,140 On -Center Patronage 60,000 Venue Rental 217,753 Equipment Rental 4,590 Reimbursed services 85,944 Rental subsidies (157,415) FacilityFund 86,962 Other 33,882 Interest 55,422 Total Earned Income 1,733,402 54% Contributed Income: Annual Giving200,000 Membership35,000 Designated Underwriting18,500 Corporate Sponsor 140,000 Business Partner 63,400 Special Events 344,000 Gitts in Kind 62.940 Media in Kind 120,205 Foundations 105,000 Government 372,116 Special Major Gifts Millenium to Operating Total Contributed Income 1,451,161 46% Total Income 3,184,663 100% Project Expenses: Theater 688,787 54% Presenting155,669 12% Visual Arts 49,797 4% Education 66,007 5% Outreach 57,154 4% Rentals 18.711 1% Development 222,640 17% Administration 21,000 2% Total Project Expenses 1,279,765 41% Fixed Expenses: Salaries 1,175,748 63% Taxes 93,548 5% Benefits 60,972 3% Overhead Expense 466,632 25% Interest 58,000 3% Total Fixed Expenses 1,854 798 59% Total Expenses 32002/2003 134,683 100% Neto Operating Income,S 60001 " *- - -41 OF ..-y.. ' — 111'1 Internal Revenue Service- ' i _ JUN 15 2002 LI I:V ;:-------------------- Date: June 10, 2002 Self Family Arts Center Inc % Paul Townes 14 Shelter Cove Ln Hilton Head, SC 29928-3543 Dear Sir or Madam: Department of the Treasury z ,i P. O. Box 2508 Cincinnati, OH 45201 Person to Contact: Paul Perry 31-07423 , Customer Service Representative a Toll Free Telephone Number: n 8:00 a.m. to B:Oo p.m. EST - 877 -829-5500 Fax Number: 513-263-3756 Federal Identification Number: 57-1035817 x . 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 March 1996 granted your organization exemption from federal income tax under section 501(c)(3) of the Internal Revenue Code. That letter is still in effect. CBased 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 sections 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 gf,_ 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. Donors may deduct contributions to your organization as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to your organizationor for its 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. r ,� fir,,... •-�, nis -2- Self Family Arts Center Inc 57-1035817 Your organization is not required to file federal income tax returns unless; it is subject to the tax on unrelated business income under section 511 of the Code. if your organization is subject to this tax, it must file an income tax return on the Form 990-T, Exempt Organization Business Income Tax Return. In this letter, we are not determining whether any of your organization's present or proposed activities are unrelated trade or business as defined in section 513 of the Code. The law requires you to make your organization's annual return available for public inspection without charge M for three years after the due date of the return. You are also required to make available for public inspection a copy of your organization's exemption application, any supporting documents and the exemption letter to any individual who requests such documents in person or in writing. You can charge only a reasonable fee for reproduction and actual postage costs for the copied materials. The law does not require you to provide copies of public inspection documents that are widely available, such as by posting them on the Internet (World Wide Web). You may be liable for a penalty of $20 a day for each day you do not make these documents available for public inspection (up to a maximum of $10,000 in the case of an annual return). Because this letter could help resolve any questions about your organization's exempt status and foundation status; you should keep it with the organization's permanent records. If you have any questions; please call us at the telephone number shown in the heading of this letter. This letter affirms your organization's exempt status. Sincerely, _ r r= v John E. Ricketts; Director, TE/GE Customer Account Services i }4 Rev. 8/02 y � ACCOMMODATIONS TAX ADVISORY COMMITTEE TOWN OF HILTON HEAD ISLAND, SOUTH CAROLINA. ACCOMMODATIONS TAX -FUNDS REQUEST APPLICATION For Office Use Only J Date Received: ( Time Received: By: (Applications will not be accepted if submitted after 4:00 P.M. on September 20, 2002) DateSept. 20, 200a•otalProject Cost:23095.00 Total Amount Requested: $13 5 0 0 . 0 0 SUBMIT 15 COMPLETE COPIES OF APPLICATION ANSWERS MUST BE TYPEWRITTEN r A. PROJECT NAME: Hilton Head Island St. Patrick's Day Parade Hilton Head St Patrick's Da parade Foundation B. ORGANIZATION: Y Hilton Head Island St., Patrick's Day Parade t, �r Sponsor Name: Thomas D. Reilly Title: President [� 1. SponsorAddress: P.O. Box 6244 Hilton Head Island, SC 29938-6244 k 14 Sponsor Phone: N/A �2 .. ContactName:Ed O'Brien &/or Brian Rose ,Title:PArarlp nnard MPmhPrs Contact Address: 3OIsle Of PInes Hilton Head Island, SC 29928 C. Contact Phone: 671-5745 or 671-2932 ' y La Rx i P d w. i l.il x,n.... _ .�W,„^1ilr�ir tl, - - us xf., �•", 'i � ' ",,: IM&L C. DESCRIPTION OF PROJECT: 1. General description. Annual,St. Patrick'.s Day Parade ;I 2. If arts/cultural activity, give specific description of project (attach additional sheets, if needed). 3. Impact on or benefit to tourism (if required tinder the law),: See Attachment #6. 4. Duration of project. Startingdaie: March 16,2003 Completion:March 16, 2003 S. Permits required (if any). 6. Additional comments. C .. D. FUNDING: 1. Source of funds. Entry Fees r2. Have you requested funding from other sources or organizations for this project? Yes No X If so, please list sources and amounts. �f s; $ 3. Contributions to the project by the sponsoring organization:W. ------------- is }yt 2 T� �:- pV$ . Hilton Head Island St. Patrick's Day Parade Foundation C. Description of Project: 6, Additional Comments: The Hilton Head St. Patrick's Day Parade _ is a 501(c)(3) corporation overseen by a Parade Foundation and Hilton Head Island organized by a Parade Committee. This committee has worked St. Patrick's Day tirelesslythroughout the community soliciting funding and other Parade Foundation 4 Y 4 g Ro.eo=5taa support for the event. Our commmity is not a large one, and is HR.n Head1W-d.SC29939 dedicated to doing its best with all endeavors, such as the golf tournament and other charity type events. The same businesses are contacted over and over again for donations in kind or in monetary amounts. It is difficult for these individuals to give to all groups; consequently, our list of donors does not change substantially over the years. The Parade has continued to attract a large number of volunteers and has maintained the reputation of being an excellent community -building event that is designed to attract. families. The volunteers handle all Lsrade business, from the original planning, to entry forms, to post -Parade clean-up. These people do this while maintaining regular jobs and receive no canpensation whatever for their time and talents. It is truly a labor of love for the citizens of Hilton Head Island. Float winners have the name of their organization added to plaques displayed at Reilley's Irish Pub at Greenwood Circle. These plaques draw attention to the Parade during the year and encourage participation and awareness by patrons of. the pub. Each year an invited group of dignitaries rides in the Parade and represents a fine cross-section of the Island. All in all, the Hilton Head Island St. Patrick's Day Parade is a wonderful opportunity for community in- volvement, family fun and a great time to enjoy the amenities of our wonderful Island. , Once again, we have been nominated for consideration by the South Carolina Department of Parks, Recreation, and Tourism as one of -the Top Twenty Events held.in the early months of the year. Events that make the Top 20 list are put on-line with TravelFile. This service links up to 280,000 travel agents ` - and 40,000 corporate planners. In addition, they are sent to more than 800 newspapers, magazines, radio and television stations, and other media outlets. Calls continue to crone to this committee regarding participation in the 200$ Parade. These calls include marching bands, bagpipe units, and small businesses. i; The Parade Committee has been working already on the Parade and is most �i anxious to be able to have this event again. It has became somewhat of an Island tradition and has been viewed as a true asset to -the many wonderful things that Hilton Head has to offer. It is our feeling that the tourism industry on the Island is definitely a beneficiary of the Parade. V� k� s I �' i I, f Attachment #� i The Hilton Head Island St. Palnck's Day Parade is'a community and famdy:onented event t <ro } { honoring St Patnck,'a uldm century mtssronry hrd np whn r. mS ndcd as rhe patron sant oLfrcland } sar a �5 <� y)y. }p";rf r �'arV T ' f Y•xfxy�/ I ` 44 j Hilton HCI disland St. Patrick's Day ' Paradc Foundation H.H.I. ST. PATRICK'S DAY PARADE FDN. MINUTES P.O.Hitdn Heed Bolalarq: e2ai . S.::s;=? - MEETING: 13 AUG.2002 AT REILLEY'S SOUTH; CALLED TO ORDER AT 5:04 P.M. ATTENDING: TOM REILLEY, RITA BECKER, BETTY DIROSSE, ROGER MCGRATH, BRIAN ROSE, ED O'BRIAN, PAUL MCGOVERN, KIM CAPIN, BOB BECK, JUNE BECK BUSINESS TO BE DISCUSSED :2003 ST. PATRICK'S PARADE, PLAN, FUNDING, DATE DISCUSSION: PARADE WILL FOLLOW SAME ROUTE AS 2002 DATE OF PARADE: SUNDAY, MARCH 16,2003 MOTION: THAT PARADE BE HELD ON SUNDAY, MARCH 16,2003, AND THAT ATAC FUNDS WILL BE REQUESTED TO HELP DEFRAY BAND EXPENSES. MOTION MADE BY RITA BECKER,SECONDED BY ROGER MCGRATH; THERE BEING NO FURTHER BUSINESS, THE MEETING WAS ADJOURNED AT 5:34 PM NEXT MEETING: DATE AND TIME TO BE DETERMINED RESPECTFULLY SUBMITTED, JUNE BECK, SECRETARY •f �q;t1 �`f f N i i` r The Hilon Head bland St Pa1rkk Day Pirade rt a cnmmuntry and !amity, arJtnied honamg5t P vnck a fiRh:century mllston�ry httlinp wbn ft rrgardrd a patron taint d Mclow r _the w q4 WYMM& Anticipated Budget - 2003 St Patrick's Da_y Parade Anticipated Expenses. $ 600.00 Printing; Stationary $ 370.00 Post Office Box Rental, Postage $ 400.00 Posters, Signs, supplies $ 650.00 Insurance - GL Participants $ 6,700.00 Bands- Performance fees-honoriums Bands-trabsportation, lodgings $ 2,000.00 Bands-Foods & Beverages $ 4,800.OD Dignitaries volunteers -food & beverages $ 1,500.00 Sponsors float - Rental and accessories $ 1,200.00 Sandwich Board purchase $ 1,000.00 Parade Sanitary facilities $ 1,100.00 Parade clean-ups $ $ 700.00 450.00 Committee, volunteers-uniform shirts and caps Publicity, Advertising $ $ 450.00 675.00 Storage Space Rental $ 500.00 ' Miscellaneous Expenses i 23,095.00 Total Anticipated Expenses Anticipated Income : $ 5,000.00 Co-Sponsors $ 750.00 Donations $ 750.00 Entry Fees $ 95.00 Intrest From Checking Account $ 3,000.00 Carryover CREDIT Balance from 2002 Total Anticipated Income i 9,695.00 2r� 5 �r a 1 \ i 1 I Nllon Head Idanr151 1 �Irirk!s D=y 1 n�rla is o ! hop, i�hn r nmmuriily vol family ( ent . event, �rdr I =< rhe palms <iinr nllmlarul. > .�, honoring 51 l.rlrirt, =fifth century mis0nnap r r<ng LL . ( r. IJ-QL�9 �4 r > 5 t a '%t '00 (....--.ri�� 4.r..e ��;7a6/�fititit�:1�' ;r _ .. _ - ;4'r��ix�5�'.'Y.�R'4'ra�i't?t�rt _ r• ... . .. i - i d - c -s Hilton Hcad Island SI. Patrick's Day - Pa rade Foundation P.O. Box 62aM1 Hawn Head I.". SC29MB - Balance Sheet - 31 August 2002 Income (Credits). $ 2,962.65 Opening Balance 1 January 2002 Co-Sponsors(seeattachment #5) $ 5,500.00 Donations $ 450.00 Entry Fees $ 1,000.00 floats $ 25.00 animals $ 525.00 vehicles Intrestarned checking acct. $ 24.39 $ 9,363.80 ATAC Funds received $ 19,850.84 Total Income EXPenceS (Charges): $ 214.12 Postage, Post Office Box rental $ 375.09 Advertising, Signage, Posters $ 949.92 Sponsors float-materials, repairs $ 100.80 Uniforms-volunteer shirts $ 574.00 Insurance- Participantsm General liability Food & Be verage - bands $ 4,300.00 1 Food & Beverage - dignitaries, volunteers $ 1,604.00 Food & Beverage - drivers, sponsors, etc. Changing Facilities - USMC Band $ 63.80 $ Performance fees & honorariums-bands _4,900.00 Crossings Park Rental-Band Feeding. $ 100.00 After Parade Clean-up $ 400.00 $ 900,00 Portable Toilet Rentals $ . 55.00 Grand Marsheil Sash $ 22.31 Plaque engravings' $ 100.00 1 U I CSA Traffic Control $ 330.00 Zone Signs Parade Commttee tf I Miscellaneous supplies, etc $ 232.48 t expenses (meetings, $ 248,83 Public Storage Space Rental `sal $ 16,020.75 Debit 1 Total WOMBS r TOTAL CREDIT BALANCE $ 3,830.09 " rbr I hlfon:I•k•arl Islam! SI Ilafnck s oa, Panrlc w 1 co/rlmnnry and family arknkil even) is I c flN` saint nllrclanrl; llllnnrlll til, arll k a faun , iyaor n111 1()111! 1 1 111+7 11lN, A•g IIYII pifmn 1 1 Y Y 1 ` �s 0.r .._.,...�-� -.!•' fJ� ry.5i. I ,I oV� A P411k Hilton Head Island St. Patrick's Day Parade Foundation y HitPaHea Island Parade Foundation j ANTICIPATED BUDGET — 2001 St. Patrick's Day Parade H1ton P.O. Boz 6244 HeadteluW.SC29M8 Anticipated Expenses': Printing, Stationery $ 450.00 v Post Office box rentals and postage 300.00 Posters, signs supplies 450.00 Parade Insurance - GL, Participants 650.00 Bands - Performance fees 6,200.00 Bands - Transportation, lodging 4,500.00 Bands - Food, Beverages 6,500.00 Sponsors Float & Accessories,Storage Rental 1,800.00 Parade Sanitary Facilities 900.00 Parade Clean-up 450.00 Past Grand Marshal Float 550.00 Committee, volunteers - uniforms, caps 500.00 Publicity: 375.00 Sandwich Boards purchase 500.00 Miscellaneous expenses 500.00 Total anticipated expenses $ 24, 625.00 Anticipated Income: 4't Co-sponsors 3,600.00 I Donations 1,100.00 a �+ Entry fees 1,600.00 Interest from Checking Account 60.00 Carry-over CREDIT balance fron 2000 3,300.00 Total anticipated income $ 9,660.00 ` - 21 September 2001 Attachment: The Hilton Head /slaod St PaWck's Day Parade js a community and /anilly orknAedeven4, honoring St Patrick'a 11lth century mTsslonary hTshnp who is mgardtrl as the patron salol o/Ireland. ' bJ!a''M L�.�'h.aj�sp1{+� ti. i 'F ^ L INS ty R i' ' ti Hilton Head Island Sl. Patrick's Day i - Parade Foundation G. Prior RecipienPs Report (if you received prior ATAC Funds) P.O.Box 6244 Hilon Head le1wW, SC29M YEAR HOW DID YOU USE FUNDS: TOTAL AMOUNT ANNU 2002 BAND EXPENSES $ 9,363.80 2001 BAND EXPENSES $ 9,009.55 2000 BAND EXPENSES $12,079.23 1999 BAND EXPENSES $ 8,052.20 1998 BAND EXPENSES $ 4,541.06 1997 BAND EXPENSES $ 2,181.00 1995 PORTABLE RADIOS PURCHASE $ 3,000.00 1993 PURCHASE TRAFFIC CONES & GENERAL EXPENSES $ 2,000.00 1992 CONE PURCHASE, GENERAL EXPENSES- $ 2,500.00 2002 PARADE CO-SPONSORS HINCHEY S CHICAGE BAR & GRILLING PALMETTO ELECTRIC CO OP, INC PIGGLY WIGGLY SUPERMARKETS TRUFFLES CAFE H.H.I. CHAMBER OF COMMERCE CAROLINA MORNING NEWS HOLIDAY INN OCEANFRONT REILLEY'S ROBERS CONSTRUCTION CO. F PEARLSTINE DISTRIBUTORS WILD WING CAFE r MODERN CLASSIC MOTORS & H . HONDA BEATHA,JORDAN & GRIFFIN, PA HILTON HEAD MEDICAL CENTER/CLINICS KELLEY DESIGNS, INC t. ,fit { e r i ! , L I y �.; i The I lilion Heart Island Sr Patrick s Ury Pu Flo rc a e'aminunny and %mrly orien kid evert, h .l �! rnn nnl Sr: Pater k r Nils rrnrury nrisennrp l r'li rp xhn r .nl rnlrvl rs the palmn salnf Ireland. ._ { 11 r y�. ri' � � '� � �t '�J a � •� i 3400 �W P"ft—EWMSo725 Aft= CIA 3C326.(404)364_9&47.FAX(404)262.9 s-M"OPPMWW CHALIMM MWAD" M& T.W Becker Hilton Heed 14and St. PatricWs Day Pas& P.O. Box 6244 Hfkon Head IdwA SC 29938 smerwn De.—. Ms Ber]cer C-Awtulatiow, The Hhon Head Wend SL PAW&S Day PMR& has been selected as am of Southeast Tourism Society's Top 20 Evals for the worth of March 2002. WAYS crAM Much has been written about the Top 20 Events sone we amW publubmg them fifteen year ago. In addkim U*visiou send radio SM60M in 60 U.S. and Croda have anted tencellen publicity fur Top 20 Events wuning. Over 400 newqopers, maga=w% radio & tCL-vino, IstaboM AM's and Others receive the Top 20 Whom -mcludsig the Adeno Journal F ,wales C0nstftu!iDM6-which pri9,s_ *Top.MEveibasaregulmrflume oftheir Tend - Th Top 20 Evats -am - Mao listed on the Southeast Tourism Society web site w*w.30uthMMoUrJMorg and on our brand new consumer web site WwW.'gVpMVtbC_qQudVMLCoM Since this is a fiee service to the Wb=K% we would appreciate your waft us MW pub&& material- that nieffim the Top 20. Southeast Tourism Society is a aon-profit i *how goals and objectives we b sraww &'Vc]bA nterI and promote traval to and within the Souftesurn dskL We have over 45 members IcPresgutmg the, ten SOudmskm data of Abbaft Fluids, Georgm Kentack3 LOW31111M Mh3hWA North Qwkw, SumbariowuaaraaawwCarWass, Tam. dvr. Our botch and r"Oft sdvcfdskG M6MdM MW tnembess Ofthe media. Should you vAishto!mm mm about STS and is membersdp be Pkaw CIA the office at 404-364-9847. FAMUMN Yuuwil be raMM9 aPlaque Rons Southeast Tousious Socaty This wour ujacto put. beft newd one ofthe Top 20 Eveas std we hop you will &qft it prou*. P- &WROAM ".VMWM"W VM&MT. 11 President &C20 Attachment #6 TOWN OF HILTON HEAD ISLAND One Town Center Court, Hilton Head Island, S.C. 29928 (843)341-4600 Fax (843)842-7728 http://www.ci.hilton-head-island.sc.us 9, 2002 Thamaa D. Peep114etober Mayor Imes Ic Carlin Ms. Kathleen P. Bateson Mayor ProTem Arts Center ^ 14 Shelter Cove Lane Council MembenHilton Head Island, SC 29928 Willie (Bill) Ferguson Kenneth S. HeiWM: General Operating Support- W.I.(Bill) Mattel town say �&�. Ms. Bateson W. Willi - George W. - j G. Riley Thank you for your application for Accoriiniodations, Taz funds. You are scheduled to appear in Town Hall; Council Chambers (One stepwen before the Accommodations Tax AdLisory Committee a Town Manager Town Center Court) on Thursday, October 17, 3002:at 1:00 P.M. presentation and are expected to You are requested to be present at least 15 m(nutes'befgre your 60 at the hearing. Please.be,:prepared to discuss your organization's long- spend 30 to minute's range goals and the role that be¢ t `k funds wM play in the future! C ", dation Ta> Oy4rsightCommittce and the Department of Revenue Please note that the Acc'-" 1. have determined that all applic'a .4 for Bed Tak dollars musfsho�i a tourism impact from their program or event. Impact will be measuredby the perce.jt o€tourist$ thatarb particlpaunp in each applicant's theaotal cost that can be approved by program. This percent well be the basis £dr vthatpercenof .: v the ATAX Committee, f A tourist is defined as a visitor coming ig;Hrl#on }tad island (not on business) from more than fifty miles away. Also, find attached a copy of 2002 ATAX Applicants if you have a financial relationship } please i with another applicant on the,list, please be prepared to disclose the nature and extent of your i f : relationship. I 1� Very truly yours, David Warren, Chairman Accommodations Tax Advisory Committee rx" f t } CC: Steve Riley, AICD { r; Accommodations Tax Committee c- 1 DW/hb �i 'Ji'/ l '..—�� f •*F�^ilTJt '• 4 iT'.Y', t - x � •yTr�FI �yWyij �j. t � }. "C. 'n+ � A �R y` �'�• yyU P��ST1r � N'}(R 1T --r.�rlrf l ARTS CENTER October 21, 2002 OF COASTAL CAROLINA TO: Accommodations Tax Advisory Committee FR: Kathleen P. Bateson, President/CEO RE: Tourism Expense Addendum C C-, Thank youu for the opportunity to submit an addendum in support of the Arts Center's current application for funds for FY 2003-2004. The following outline details our major program areas and the portion of their expenses that have the greatest impact on tourism. PROGRAM BUDGET EXPENSE % OF TOURISM ELIGIBLE $$ Theater Series $723,227 33.1 $239,388 Presenting Series $163,452 33.1 $54,103 Visual Arts (Gallery) $52,286 16.6* $8,679 *estimate is based on attendance for imported gallery shows that have ticketed admissions as well as attendance during approximately 31 weeks a year when there are no theater performances Education Workshops $13,277 35.0 $4,647 Community Tree Lighting $14,358 20.0 $2,872 Facility Overhead Expense $489,859 33.1 $162,143 Total Estimated Visitor Expenses $471,832 Arts Center ATAC Request $360,000 Special Notes: 1. Our direct tourism marketing expenses would include approximately 25,000 promotional pieces widely distributed to hotels and rental agencies, 10,000 pieces mailed out of state, 10,000 pieces at the Chamber Welcome Center, season brochures and other materials at every SCPRT 'Welcome Center in the state, rack cards in tourist locations, our weekly newsletter "This Week at the Arts Center" to concierges and rental companies, and advertising in Island Events, Where To Go, Island Activities Guide and Palmetto Previews including a $2.00 ticket discount coupon. All of these promotional tourism marketing expenses are eligible at 100%, but have not been extrapolated in the totals above. Therefore the above estimates may be conservative relative to actual tourism expenses incurred. 2. Similarly, the concierge program, a series of events promoting each theater production directly to the hospitality industry, has not b. -en separately listed. This figure could be as high as $22,800 and would be eligible for ATAC funding at 100%. 3. Additionally, personnel expenses of salaries, taxes and health benefits, for staff to plan, program, administrate and manage tourism initiatives and events, have not been added. Summary Clearly the Arts Center targets tourist, markets them, courts the hospitality industry, reaches the visitor on island, partners with the Chamber and tracks our visitors. Tourism is, business for us. PRODUCING THEATER SERIES ♦ PRESENTING: GREAT. PERFORMANCES VISUAL ART EXHIBITIONS ♦ EDUCATION PROGRAMS * COMMUNITY OUTREACH EVENTS 14 SIIELTER COVE LANE HILTON HEAD ISLAND, SC 24928 ♦.ADraNIsnunoN 843,686.3945.4.BOX OFFICE 843,•84'. -ARTS FAx 843.842.7877 _ .��,.— •• .�.�SaC.4./R'd3S".."L_ •u �i, i�.:' .Yh'.r. w(w . r.• .. E^�. .,:;,. Application for Funding To Accommodations Tax Advisory Committee Town Of Hilton Head Island, South Carolina "General Operating Support for the Arts Center" Sponsored by: Arts Center 14 Shelter Cove Lane Hilton Head, SC 29928 (843) 686-3945 Contact Persons: Kathleen P. Bateson, President/CEO Arts Center 14 Shelter Cove Lane Hilton Head Island, SC 29928 (843) 686-3945, Ext. 300; (843) 686-5901 (H) Barbara A. Peck Arts Center 14 Shelter Cove Lane Hilton Head Island, SC 29928 (843) 686-3945, Ext. 303; (943) 681-6600 (H) Amount of Funds Requested: $360,000 i. Project period: September 1, 20031 through August 31, 2004 Application Submitted V September 20, 2002 .. fir-.. •..hr �: TABLE OF CONTENTS Page �i 4 A. Project Name........................................................... G B. Organization............................................................ 4 C. Description of Project 1. General description .......................................... 4 2. Project description ........................................... 4 3. Impact on and benefit to tourism ......................... 12 4. Duration of project ........................................... 15 5. Permits required .............................................. 15 6. Additional comments ........................................ 15 1 D. Funding 1. Source of funds ................................................ 16 17 2. Other support .................................................. E. Financir1Information 1. Line item budget of the project............ .............. 17 2. Balance sheet and profit and loss statement .......... 17 F. Financial Guarantees 1. Board resolution ........................................... 17 2. Individual guarantee ....................................... 17 G. Prior Recipient's Report 1. Use of Funds .................................................... 17 2. Impact on Community/Benefit to Tourism ............ 18 y ; 3. Two Previous Years and Current Year Budgets 19 �- 4., Total Annual ATAC Funding 19 v H. Additional Comments ... p t , 2 Er 153'"'�'2fZ}7 "r ti{ •""L�'�"k�"oAv��-t# �s , yM `Y � ��-u ! ��''F4��'{" +/f r l fl ,P{fp1.��x�ig�'! }�Apa�4.� J�< �,�,��5 e��t.5� APPENDICES Appendix A 2002-2003 Season Calendar Appendix B 2001-2002 Season Calendar Appendix.0 Humanities Lecture Series Appendix D - Student Matinees — Educational Field Trips Appendix E Complimentary Community Ticket List f FY 2002 Appendix F BackStage Tours Appendix G Arts Partners and Constituents Appendix H List of Board of Trustees Appendix I FY 2003 Budget Appendix J 501. (c)(3) Appendix H Annual Report 2000-2001 Appendix L FY 2004 Budget Appendix M FY 2002 Balance Sheet (projected) ter, Appendix N Resolution of Board of Trustees Appendix 0 FY 2001 Budget FY 2002 Budget • 1 Y,4 G I'1 � TN,S ,y - 'i nYa. } i3 ,{ice � � ` 1y 4 :ra C Accommodations Tax Advisory Committee Town of Hilton Head island, South Carolina Accommodations Tax Funds Request Application A. Project Name: General Operating Support for the Arts Center B. Organization: Arts Center Sponsor Name: Kathleen P. Bateson Title: President/CEO Sponsor Address: 14 Shelter Cove Lane, Hilton Head Island, SC 29928 Sponsor Phone: (843) 686-3945, Ext. 300(0); (843) 686-5901 (H) Contact Name: Barbara A. Peck Title: Director of Institutional Development Contact Address: 14 Shelter Cove Lane, Hilton Head Island, SC 29928 Contact Phone: (843) 686-3945, Ext. 303 (0); (843) 671-6349 (H) C. Description of Project: 1. General description. The Arts Center requests $360,000 to support general operating and program costs for its five primary areas of activity: The Producing Theater Series, the Visual Arts Exhibition Series, the Performing Arts Presenting Series, the Arts Education Program, and the Community Outreach and Festival Series. The cost of providing this service to the community in 2003-2004 is $3,291,291, of which a . $360,000 grant from the Accommodations Tax Advisory Committee would represent 10.9% of the total operating budget. 2. If arts/cultural activity, give specific description of project (attach additional sheets, if needed). In the 2003-2004 grant year, the Arts Center will provide a similar quality and selection of programming as the 2002-2003 season. This year( 2002-2003) the Arts Center presents a variety of outstanding programs and exciting arts experiences that foster stronger ways to connect with both the residents and tourist population of the island and the regional community. The programming quality and expectations are found in the 2002-2003 Season Calendar. See Appendix A and a review of the previous season in Appendix B. The Producine Theater Series During fiscal year 2002-2003, the Arts Center will present five productions in the Elizabeth Wallace Theater, each with approximately 20-25 performances. In addition to the scheduled public performances, the Arts Center offers a morning matinee series for area school groups. Main Stage productions to be presented this season include the following: the hilarious spoof of the classic murder mystery genre, The Musical Comedy Murders of 1940, by John Bishop (September 25 October 19); Christmas at the Swingtime Canteen, the stage version of a real life Christmas Day radio marathon featuring the classic and popular songs of the war years and written by Linda Thorsen Bond, William Repicci and Charles Busch (November 27 — December 22); Around the World in 80 Days, a fast-moving comedy by Mark Brown adapted on the novel by Jules 4 l . *. �V7 Ftp Verne (February 5- March 1); 42nd Street, the Tony Award winning musical and dance sensation, music by Harry Warren, lyrics by Al Dubin and book by Michael Stewart and Mark Bramble (April 23 — May 25); and a memorable musical review of one of the legends of song, My Way: A Musical Tribute to Frank Sinatra, conceived by Todd Olson and David Grapes (June 18 — July 19). The Performing Arts Presenting Series Season 2002- 2003 offers an exciting schedule of remarkable performances featuring both an adult performance program and a newly developed Family Fare of entertaining performances. The Arts Center's Family Fare series, our newest program, are entertaining, educational and enriching performances for parents and children, and begins with a production by the Cherokee Dancers on November 2. In celebration of Native American History Month, the Arts Center will feature music and dance from the traditions of this Native American community. From storytelling to traditional holiday songs, the Hallelujah Singers: A Gullah Christmas perform in concert for children and adults on December 23. This heart warning holiday event is becoming a tradition at the Arts Center. Tlen Huicani-Aztec word meaning "the singers", is the centerpiece performance of the Arts Center's celebration of Cinco de Mayo - May 5. Interpreting the traditional music of Veracruz, this group is internationally recognized for their excellence in their commitment to traditional music presentations. Continuing in a contemporary performing artist season is Leon Redbone, a pop culture legend and brilliant blues and jazz performer will perform on February 17. Michael C- Feinstein; who is the Grammy nominated recording artist and Broadway performer, will present his rich vocal styling of favorites from Gershwin to Broadway show tunes on March 3. Pianist Paul Bisaccia, featured artist on PBS and National Public Radio will offer both classical and contemporary works on April 7. In addition, the Arts Center, in partnership with the Martin Luther King Celebration Committee, is privileged to present W.E.B Du Bois: A Man for All Time starring Dan Snow of The Pulse Ensemble Theater of New York on January 18. A presentation by renowned TV performers and local artists, Ron and Natalie Daise: Dream Weaving is planned on February 8, as part of the Arts Center's new GullahFest weekend during Gullah Celebration Month. As part of the Arts Center's participation in BRAVO! Celebrate The Arts, the Arts Center's resident choral group and South Carolina's cultural ambassadors, The Hallelujah Singers, will be the featured performers at a Gullah concert including a Lowcountry Barbecue prior to the performance on May 12. The Hallelujah Singers will also offer a Summer Concert Series on July 1, August 7 & 14, including songs and storytelling inspired by the Gullah tradition and rich history. The Visual Arts Exhibition Series The Arts Center will feature ten exhibits in the Walter Greer Gallery beginning with the Hilton Head Art League Members' Show, which represents the works of the Art League's finest member painters, sculptors and photographers (August 29 -September 5 f � i C 28). Keeper of the Gate: Phillip Simmon's Charleston is a photographic exhibit of the work of one of South Carolina's most notable artists. This celebrated African American craftsman and blacksmith created some of Charleston's most exquisite gates and fences. This exhibit will be accompanied by scene and portrait photos of George Johnson, Charleston's pre-eminent tum -of -the -century photographer (October 3-18). The Arts Center is introducing a humanities lecture series to accompany the Phillip Simmons and George Johnson photographic exhibitions. The series includes 3 public lectures accompanied by slide presentations, two student gallery walks, two public gallery walks, a blacksmithing workshop, an ArtsReach/AfterSchool activity and four book signing events and receptions. The theme of the series is Charlestonia and topics include architecture, blacksmitaing, and collecting of art in the 18th and 19th century. See Appendix C One of America's most distinguished new contemporary artists will be featured in The Art of Dean Mitchell ... And All That Jazz. Winner of numerous awards and competitions, Mr. Mitchell was selected by the U.S. Postal Service in 1995 to design a series of jazz stamps. His work is known for his beautiful and soulful portrayal of his subjects (November 10 -December 31). A collection of oil, pastel and watercolor paintings will be displayed by seven local and very accomplished artists in an exhibit of the Apple Pie Painters (January 7-23). The richness of the Gullah tradition will be displayed in all its extraordinary beauty, grace and power when De Arts Ob We People VT A Gullah Celebration is presented in conjunction with the Native Islander Gullah Celebration (February 2-28). The elementary and middle school children of Beaufort County will showcase their art when the Arts Center presents one of Hilton Head's favorite exhibits, Crayola Dream - Makers: Weaving What We Are (March 6-22). Palmer Family Exhibit: An Artistic Dynasty will showcase the extraordinary artistic talents of one of the region's most notable artistic families (March 27 -April 27). Becoming one of the country's most prestigious competitions, the Hilton Head Art League's National Juried Exhibition will showcase work from artists from across the United States (May 2-31). Local and regional artists explore their cultural heritage in the Lowcountry Artists' Guild Exhibit. Works include paintings, sculpture, fiber art and basket weaving (June 5 -August 16). The Arts Education and OutreachPro ram This program is an essential component in meeting the Arts Center mission of service to the greater Hilton Head Island community and its surrounding region. Through the Arts Education Program, individuals learn to develop and use new creative techniques to assist in problem solving, decision-making and planning. These skills are applied to other core subjects in school and enhance personal growth. It is well known that children and adults who develop stronger creative skills are more fully prepared to successfully meet life challenges and become better citizens. Hence, arts education and tt its application throughout the community become more important than ever. 6 A. The Yonne Audience TheatedPerformine Arts and Gallery Walk Series Young audiences, ages 6-18, from schools throughout the region participate in this educational presenting series which includes theater productions, performances of music and dance and visual arts activities. 1. The Theater and Performing Arts Series offers an Educational Field Trip Program to school groups in the Arts Center's Elizabeth Wallace Theater. Nearly 4,000 students attended these productions last year, and it is anticipated that more than 5,000 students will attend this school year. To date, 16 performances have been scheduled. Please see a list of Student Matinees for the upcoming 2002-2003 school year See Appendix D. ATAC funds and underwriting and support from foundations as well as corporations, allows the Arts Center to subsidize student ticket prices. Study guides and instructional materials will accompany all productions for use by teachers for pre and post performance student preparation and discussion. • . Student Performance Ticket Price: $6 per student ( regularly NPO $29-$46 :per show)) 2. The Gallery Walk Educational Series offers an Educational Field Trip Program to student groups visiting exhibitions in the Walter Greer Gallery. These gallery visits are often accompanied by a studio activity in which students are:engaged in a visual arts project stimulated by their gallery experience. The activity is designed to encourage students to create their own artwork and/or to interpret design and concept from artistic work represented in the gallery. The Gallery Walk Educational Series is accompanied by study guides and instructional materials for teachers. Professional artists or educators will conduct discussions or demonstrations as part of the students group visit. • Student Exhibit Ticket Price: $3 per student ( regularly $5 - $7 per exhibit) B. ArtsReach rTo meet the changing needs of area schools and offer a more comprehensive program to area students, the Arts Center initiated a new arts education project in FY 2002. This broader program is expanding not only in Beaufort County but also in surrounding counties. ArtsReach is designed to increase the impact of arts experiences on learning. Presenting opportunities for art appreciation and .' developing creative skills are basic elements of the program's foundation. Through ? the ArtsReach program, students will learn to develop and use new creative t techniques to assist in problem solving, decision-making and planning. Champions d t of Change: The Impact of the Arts on Learning, a detailed report developed by The ta% Arts Education Partnership and The President's Committee on the Arts and Humanities, indicated that the skills learned through arts education are applied to f other core subjects in school and enhance personal growth. In this report it is welldocumented that children who develop stronger creative skills are more fully prepared to successfully meet life challenges and become better citizens. Hence, arts education and its application become more important than ever. j 7 is - i `' �:+ r r � tiytr �t'�y,r�r"ai7"'�1��X1�'4 �afl a�;fw v k �``,,� )) � {�•e++i °'7, '. Ir s^c�1F'�j5s+•a"f'iPf 14++t�g a a"t j arc tr... '' �}tP� � r �. $r .i ar � .,�� t x�{.��. s�[� i�yr74 � '� ¢rL r, ArtsReach works closely and directly with schools in Hilton Head and Daufuskie _t islands, Bluffton and in other parts of Beaufort County as well as West Hardeeville Elementary in adjacent Jasper County. This initiative is an arts exposure and enrichment program that will serve more than 10,000 students a year by bringing professional visiting artists into the schools and in after school settings to work directly in the classrooms and on stage in live productions for all grade levels. The program is comprised of four components: 1. ArtsReach/In the Classroom is designed to offer the services of contracted artists who are included on the South Carolina Arts Commission's Approved Artist Roster in a residency format. The objective of these residencies is to provide students and teachers the opportunity to explore new experiences in structured settings, presented by artists with expertise in specialty areas different from those of classroom teachers or art specialists. A designated corrdinator at each school or site will select artists based on the curricular needs of the children. 2. ArtsReachlOn Tour will feature performing artists representing various arts disciplines in a variety of educational, cultural and entertaining presentations for specific grade level(s) or broader audiences. The purpose of these presentations will be to expose students to live performances that embrace educationally reldvant themes, while providing pathways to knowledge through the performing arts. 3. ArtsReach/Prefesslonal Development is based on the principle that the professional development of teachers and community educators is an essential component of any effort to increase the artistic literacy of young people. Workshops for educators will be offered in a variety of discipline areas. Materials will be provided to augment school curriculum requirements and each workshop can accommodate twenty educators. 4. ArtsReach/After School responds to the challenge of involving students in well -organized, productive experiences beyond the normal school day. The demand for high quality experiences for students after school has dramatically increased. Since arts play a pivotal role in transforming educational experiences, —.:. the intersection of the arts with after school programs is inevitable and an essential option for students as they face the challenges of contemporary society. The after school program includes both the classroom experience and the performance events. °? In FY 2002, the after school component provided services to the Boys & Girls 1 !; Clubs in Hilton Head Island, Bluffton and Beaufort. These services include artists in the classroom and performance activities. An expansion in FY 2003 includes r5 v coordinating services with Coosa Elementary School/Lady's Island Boys & Girls Club, the Yemassee Boys & Girls Club, the Hampton County Boys & Girls Club, at the Ridgeland/Jasper County Boys & Girls Club, St. Helena Elementary School Extended Day Program and the Children's Center in Hilton Head. ±.. The Arts Center made the after school expansion a priority as the needs and existing services in the region were analyzed. From a national persp motive, the National i 8 :. y ' "-3�'a9` - � S y) l,�1Y � �`v,�,yw' � L� I-�/d�'�}i� S 6't � �!'L � •i',fKyf�.� � - ft, i_ ��ii'?l Y�i � q.. �' � � f dYt �I'i' jt�•;'Uf�'iluF`• � �N�S Y4i{'9 �•'�at' �y1M'. i 1," 2 4 �� "G Afterschool Alliance, supported by the Charles Stuart Mott Foundation, reports that i • 28% of children live with a single working parent or two working parents; 78% of v mothers with 6-13 year olds work fulltime; 35% of 12 year old children are left alone ' after school without supervision between 3-8pm; children in self care 1 experience greater fear of accidents and higher incidents of crimes and are more often the victims of accidents and abuse. The statistics for Beaufort and Jasper counties alone are significant and further support the need to provide these services. According to the 2000 U.S. Census Bureau, the population of Beaufort County was 121,000; 24% were persons under the age of 18; 24% were African-American; 7% were of Hispanic/Latino origin and I 22% were children below the poverty level. The population of Jasper County was 21,000: 27% were persons under the age of 18; 53% were African-American; 6% were of Hispanic/Latino origin and 32% were children below the poverty level. These ;factors are reflected in the schools and the after school population and support the theory that, based on these circumstances, a significant number of students are not able to access and participate in arts and cultural experiences organized at the Arts Center or in other community based settings. Therefore a need exists oto reach these children_ through outreach services that provide quality arts experiences and enhance the learning environment thus creating opportunities for discovery and self -growth. All ArtsReach in school and after school arts education and touring performance l events are free of charge to students. C_ J C. National Affiliations The Arts Center is dedicated to providing opportunities for teachers to enhance their skills in arts education and incorporate new teaching concepts in curriculum development. To meet this goal, the Arts Center and the Beaufort County School District are members of the John F. Kennedy Center's Partners in Education: Performing Arts Centers and Schools program. This partnership team is part of a national network of arts centers and schools that demonstrate a commitment to the ' r• improvement of education through expanding the role of atts in the curriculum. The Crayola Dream -Makers program was started 16 years ago by the Hallmark company to encourage creativity in elementary school children. We are one of three f designated Arts Centers nationally to participate in this program. As a Dream - v Makers' partner -in -education site, the Arts Center has presented several workshops i for teachers, introducing them to the Crayola program and providing them with a , resource guide full of project ideas for kindergarten through sixth -grade students. y" The guide covers art techniques, back ground information, step-by-step instructions ICS:' {f�{` and full-color examples of children's work for each project. All of the projects ie relate to other subject areas, such as history, social studies and math. Each year a developmental theme is used to guide the student activities. The 2002 theme is i+ C "Weaving What WeAre".The student artwork that is created as part of this project is s ' included in the student exhibition displayed at the Arts Center as part of Youth ArtsFest, a celebration of the talents of the youngest artists in our community. ' 9 . -•—} '•z rr"."jyTrm'"`',�'Y e'Prr u: r'..� �. � r.�""sM1..� '� 1 � :. � t s ,.i �'' t�'�9 rr,r �{•'�,].r�i".f � n12 ri �. � ,, 'y f >.r 1 3 >•° 1= P >fi,.n c. Tt'4 yah y7 s �G x t o r 7 � t 5t y., 4��. txc�r.{'�'�!Arv.�J. l"r �vF• w �('pr �i �'' k i ' ?t Ft t�3t "4'�i'.; �'`'`k%�`�+F �� rtf. tK+l4 �r,3 {��k�, �9 x('� `r h�5� s'd��e �1.r+7 �i�r + ��, •pt, rt'!�`'d x�.i --.? l a �Z � "+ j '+11 a J f Y �Y i 1 f�i.}y f 'S 'h •M�4 5�� 1 g .- � 'i P i � n�'a•�fs+orf � �.n� � �-�Y r '��`�� ' , A .. i7 ��b a vCp w ,� �u, yl • ...,. Y;_ . }, Ntij'�,£ 4 M'1; �/.'1d"r.C: Mx a Y. i :� .. ., ..rn _ . _ , . _. .. ,--.' ' —. .. A.Y J�E1e.aa3aa..^3uec�. 4..._,. The Community Outreach and Festival Series An essential focus of the Arts Center's mission is to provide art experiences to those who have traditionally lacked access to the Arts Center. Several strategies have been developed to facilitate this mission. To insure accessibility to Arts Center programs and provide opportunities to other community organizations to utilize cultural activities in fostering their own missions and in recognition of their community service, the Arts Center provides a complimentary community ticket program. See Appendix E These include providing complimentary admission to selected gallery and performance events for such groups as the Boys and Girls Clubs of Hilton Head, Beaufort Housing Authority, and the Children's Center. The Community Outreach and Festival Program also features a number of festival events that are open to residents and tourists, free of charge, and are held outdoors on the Arts Center's grounds. 1. The Community Holiday Tree Lighting offers one of the community's most complete and memorable holiday events for visitors, family, friends and neighbors. The festival is a multi -cultural event, including local Hispanic and other et,,nic performers, along with The Voices of El Shaddai Choir, the Hilton Head High School's Seahawk Chorus, church choirs and other choral groups. Other community groups are invited to perform like The Hilton Head Middle School Choirs and the Hilton Head High School Gospel Choir as well as Gregg Russell and other local musicians. Holiday -related crafts projects, such as face painting, ornament creating and gift card, making, are available for the children. Families decorate the official Christmas tree with handmade ornaments the day of the event. Children also have an opportunity to sit in a fire truck, visit with Rudolph the Red -Nosed Reindeer, and make a gift card from their photo taken with Santa. Arrangements are made for a local radio station's live broadcast of the ceremony, including Santa's arrival. All this culminates with the lighting of the Arts Center's decorated, 16 -foot tall cypress tree by Hilton Head's Mayor. Toys and food that are collected that day are given to Deep Well. 2. CullahFest is a new expansion of the Arts Center's participation in the Native Islander Gullah Celebration, an island tradition with many exciting components. The Native Islanders Business and Community Affairs Association (NIBCAA) and the Arts Center have a strong partnership. The two organizations work closely together in planning events each year. In 2003, for the fourth year, the Arts Center will again be the national sponsor of the Gullah Celebration and will host the extremely popular art exhibition, De Aarts Ob We People, in the Walter Greer Gallery. Arts Center events also include a second location for the popular, old- fashioned Gullah barbecue along with craft tables and a free outdoor concert of Dream Weaving which includes music, poetry and storytelling featuring Ron and 10 . CNatalie Daisy (February 8). On Sunday, February 9, NIBCAA will present a gospel >a- r .,r,. �,:r• concert in the Elizabeth Wallace Theater, as part of the GullahFest weekend. This weekend celebration draws repeat tourists each year who make themselves known and want to affiliate with the Arts Center. 3. Youth ArtsFest is fun for kids, parents and island visitors alike. Youth Arts-Fest was designed by the Arts Center to exhibit, experience and celebrate the artistic endeavors of our youngest population. Approximately 250 students in grades 3- 12 representing 13 local public, private and home schools are invited to participate in the art exhibition in the Arts Center's Disney Studio. In the Walter Greer Gallery is another exhibition of artwork, created through the Crayola Dream -Makers Program, from public, private and home school children. The Youth ArtsFest also showcases performing arts youth groups from the Beaufort County, elementary, middle and high schools. Dance, musical presentations and theater excerpts are presented on the festival stage as well as in the black box theater. The Festival also offers children in all age groups the opportunity to participate in several hands-on activities including many art projects. 4. Family Fiesta Latina is a unique festival celebrating the arts, culture and foods of the Hispanic community, this region's newest population. Nearly 4,000 residents and tourists attended the event in May 2002 and it is anticipated that even more people will attend each year. The Arts Center, working with a committee of local Spanish residents and business owners, will again create this very special outdoor festival for our growing Hispanic community. The Family Fiesta Latina celebration includes community and health services as well as music, entertainment, singing, dancing, food, children's crafts and piflatas. Booths are provided where authentic, local Mexican restaurants from the community can sell a variety of foods. A mariachi band, a cumbia band and popular entertainers from the ` Hispanic, community provide the afternoon's fentertainment. In addition, two free live performances by internationally y recognized Hispanic performers are included in the festivities. To continue to better inform our growing Hispanic community, the Arts Center j partners with Hilton Head Medical Center and Clinics, Volunteers in Medicine, the ' Tire Literacy Volunteers of the Low Country, Chelsea Clinic, Hilton Head Elementary School, the Beaufort County Sheriffs Department, the Hilton Head Island Fire Department and other local organizations. e.' omn, C 3. Impact on or benefit to tourism (if required under the law). On a national level, the arts community of Hilton Head was included in the top 25 of The 100 Best Small Art Towns in America. Author John Villani explains the major contribution of the Arts Center: " Home'to a theater company, a visual arts gallery, a performing arts series and year-round arts education programs, the Arts Center has catalyzed Hilton Head's explosive growth as an arts town. Hilton Head is one of the places where the arts are not only thriving, but in many instances leading a community's economic revitalization." Mr. Villani discussed the strategies being used by communities to build tourism, revitalize downtowns and assist artists and arts organizations. His letter to The Island Packet noted "Few of the communities I visit have the benefit of a fully coordinated and organizationally inclusive art scene." A number of publications and studies attest to the importance of arts and cultural activities in generating revenue for the tourist industry. For example, at the Chamber's August quarterly meeting of the VCB, a report was made by the South Carolina Office of Parks, Recreation and Tourism which stated that a recent national Travel Industry Association of America survey found that 56.3 million adults said that they visited a museum or historical site in the past year and 33 million U.S. adults attended a cultural event sucli as theater, arts or music festival. Cultural and historic travelers spend more, stay in hotels more often, are older and more highly educated, visit more destinations and are twice as likely to travel for entertainment purposes than other travelers. According to the Institute of Public Affairs' South Carolina Recreation Participation and Preference Study 1999 Technical Report nearly 1A million travelers visit cultural events and festivals in South Carolina annually. They stay a total of 5.3 million visitor days and spent nearly $240 million in total expenditures. The average party size is two and the average length of stay is 2.8 days. Based on a research study for the South Carolina Arts Commission and completed by the Division of Research, Moore School of Business, University of South Carolina in April 2002, the arts are a significant segment of the economy and link directly and indirectly to other segments. An analysis of this chain of activity reveals a broad and diversified network centered on the cultural industry. On average in both 2000 and 2001, the Arts in South Carolina supported $700 million in wages, 30,000 jobs, $1.9 billion in economic impact and represents 1.5% of the state's economy which is a significant economic segment. The study also revealed that a significant portion of South Carolina's tourist visitors are arts related. There is also recognition of the Arts Center's contribution to state. In an edition of Smiles, South Carolina's official tourism magazine, the Arts Center was one of the venues singled out for special attention. According to the magazine, the Arts Center "provides a showcase for visual and perfomring arts. Musicals, comedies and dramas are performed at the Arts Center and it also hosts visiting performers, artists and musicians ... In addition to performances, the Center provides a community education series, artists in education programs ... and much more to ensure that arts are a high priority in the community." 12- cin-tmr.-•., The contribution of the Arts Center is not only cultural. In 1999 Hilton Head Island Chamber of Commerce Visitor Profile Study, conducted by the Southeastern Institute of Research, estimated 34,874 travel parties (each averaging 3.8 persons) visited the Arts Center. In addition, the survey found a significant economic impact based on the spending patterns of visitors who participate in Arts Center events versus those who do not. Each of these travel parties spent an average of $2,611 during their stay (versus $1,691 for those who did not engage in activities at the Arts Center), for a total estimated economic impact from visitors who visited the Arts Center per year of approximately $91,056,014. The survey determined the arts and cultural/Arts Center visitor tends to be a higher spender and the kind of visitor who participates in many activities while on Hilton Head. This visitor group spends more dollars than average on restaurants, shopping, museums, tours and water sports, averaging about the same as the golf and tennis visitors. Cultural activities, combined with the night and live entertainment category, attract almost twice the 1.6 million visitors who come to amusement parks in South Carolina and over three times the revenue. In other words, these two activities attract 2.8 million visitors who spend a total of over $540 million dollars in the state. Cultural patrons and visitors routinely spend more money per visit than any other group. The Hilton Head -Bluffton Chamber of Commerce recognizes the importance of arts and culture in both attracting visitors to this region and the economic impact of the arts in ' the region. The Chamber includes arts and cultural activities as key marketing components in its annual promotional publications and highlights the Arts Center and its programs in particular. The Arts Center is a very visible participant in the Chamber's annual Bravol Celebrate the Arts in May. As the host for the opening of the Festival, the Arts Center offers an evening performance of 42nd Street and other activities, including local entertainment and hospitality samplings throughout the facility. Including its major musical, presenting artists, gallery programming and Fiesta Latina as part of the month long �-' festival activities, as well as providing additional programs to residents and visitors, the Arts Center assists in highlighting the region as a arts and cultural attraction. The Arts Center has revised its visitor programming to especially target the tourist market and appeal to families and children and the growing diversity of both our resident and family tourist populations. A strategic decision to reorder the Arts Center's 1, season schedule and offer a popular, musical production dining the summer/tourist 9 j> season was implemented resulting in They're Playing Our Song, the successful 1t Broadway musical, being available from June 12- July 13, 2002. This production was the most successful in the Arts Center's summer history. The total number of tickets sold was 7,166 and 2,329 were to visitors (32.5%). - Through its wide variety of arts programs, the Arts Center offers a very attractive alternative, especially for older visitors and families with small children, to the outdoor C recreational activities so often associated with a visit to Hilton Head. The summer 13 1 ! ,i...R ..^°^'�ti t^i�4'—'T "'.'.'" .• .1.4 i �� ' a 7 { ,...,...,t .s'nE. tvi'`,.•t'. ,r`kr� x 'its tin s..� $ a; � �`�,.�.f � �,4�, i`; A`•" S t �'y n• ti Sr .,,'" . µ,� r4FN� �. 1 3'N�'3'�i, r4a� . y,<pYsa 'I 1. �{ e i 2.�MF�',o "'tih4 f�41'�`'r'. d ` A vpG7y y � ��j��;'��t C� educational activities for children and adults that the Arts Center provides benefit these visitors. These activities are designed to meet the schedule of island visitors and are offered as month long, one week or single day programs to maximize visitor involvement. The summer program includes a wide variety of workshops designed to offer integrated and entertaining learning experiences in conjunction with the Theater, Presenting, and Visual Arts Series. Workshops in Puppetry Arts, Illustrative and Folk Arts, Dance, Theater Production and Acting Classes are available to residents and summer visitors during the peek tourist period of July and August. Award-winning new plays, such as Art, which won the 1998 Tony and Drama Critics Circle Awards for Best Play, and the popular Cole Porter musical classic, Anything Goes, as well as Rodgers and Hammerstein's collection of memorable musical show tunes in Some Enchanted Evening, the musical comedy Mame and other productions have the "name recognition" to appeal to both visitors and islanders alike. Programming decisions such as this reflect the commitment of the Acts Center to focus a significant portion of the Arts Center's marketing strategy on the visitor market The Arts; Center's tourism -related marketing strategy also includes spotlighting the Gullah heritage that is unique to the Sea Islands. The Gullah culture has received considerable public attention in the past few years due to a variety of showcase productions inchiding exhibitions at the Smithsonian Institute and the locally filmed Nickelodeon children's television series Gullah Gullah Island. The Arts Center is the national sponsor of the NIBCAA Gullah Celebration and also brought in the Hallelujah gingers, as its resident choral group. Performances by the internationally acclaimed Hallelujah Singers, the engaging group who present high-energy programs that celebrate Gullah and West African-American heritage and music, are an entry point for the first time visitor to the Arts Center. The Arts Center tracks its visitor audience members and can demonstrate a high degree of interest from tourists. In the 2001-2002 Season, 8,457 households purchased Performance tickets; of that group 2,800 households or 33.1% were outside South Carolina which represents 14,782 tickets sold to tourists. The Arts Center's website also attracts great interest from tourists. Since January 2000, the website has total hits of 303,182 with a majority originating outside the region. The Arts Center also conducts " backstage" visitor tours on Thursday moaning and while we have conducted these tours for three years, we had not tracked the home geography of the participants. Beginning in January and through August 2002 we had 166 tourist guests from 21 states and Canada who were treated to a backstage look of the scene shop, costume shop, gallery, meeting rooms, art studio and. of course, theater. See Appendix F Furthermore, during an experimental visitor postcard program in July, whereby the Arts Center mailed the visitor's Art!; Center postcard, we mailed cards to eleven states outside of South Carolina. Undeniably, the Arts Center markets and delivers cultural tourism in an extraordinary manner not comparable to any other arts organization in the region Not the least of the benefits the Arts Center gives to the island's tourism industry is the strong visual presence it provides in anchoring the center of the island. The 14 C_ architectural beauty of the Arts Center creates a strong visual statement to visitors about the quality of community life and the resources available to those who visit the island. Medical Center recruiters and real estate professionals on the island consistently cite the presence of the Arts Center as a factor in drawing new residents to the community and provide guest tickets to Arts Center performances for their prospects. To further support the Arts Center's relevance in . visitor marketing, the new management of the Hilton Head Marriott Beach and Golf Resort invited Kathleen Bateson, Arts Center President/CEO to speak during Heritage Week to their "A -List" of meeting planners from across the country, whom they hosted for a fabulous quintessential Hilton Head weekend at their newly refurbished hotel. Ms. Bateson was asked to speak about the Arts Center programming, its group guest services, meeting facilities and special events management. Ms. Bateson was also asked to introduce our resident choral group, the Hallelujah Singers, whose performance was arranged by the Arts Center for this extravagant Saturday night oceanfront event, and the centerpiece of the evening's South Carolina entertainment. The Arts Center was pleased to T:.wer with the Marriott in all aspects of this event -- it was good business for all of us. + All of these Arts Center benefits contribute to Hilton Head Island's position as a world class destination, and each of these benefits continue to reinforce the popularity of the Arts Center with the island's visitor/tourist population. Foreign visitors particularly rank such entertainment as is provided by the Arts Center as second among their top recreational activities. Attendance at art galleries and museums is America's most rapidly growing cultural activity. Given all these facts, there can be no question that the Arts Center provides a desirable arts experience in attracting visitors to Hilton Head as well as providing our residents a great quality of life. Just as the Peace Center in Greenville, the largest arts organization in the state, and The Spoleto USA Festival in Charleston, the second largest, add a dimension to their cities, the Arts Center, as the third largest arts organization in the state, adds enormous cache to Hilton Head as a visitor destination. 4. Duration of project: Starting date: 9/1/03 Completion: 8/31/04 5. Permits required (if any): Does not apply. 6. Additional comments. The Arts Center is a vital and integral part of the civic and cultural fabric of Hilton Head Island. It has proven itself essential to accomplishing the goals and objectives of city planners and managers to improve the quality of life on the Island and to provide an exceptional experience for Island visitors. As the Arts Center begins its seventh year of operation, national and international visitors as well as residents continue to have access to a diverse offering of cultural and recreational activities that few communities our size can provide. Most arts centers throughout the United States are linked to municipalities or universities that either own the facility or provide significant operating support. As the only municipal government bed tax source of funding for the Arts Center, ATAC makes 15 possible many of the Center's activities. Continuing support from ATAC will demonstrate the Town of Hilton Head's firm commitment to sustaining and expanding cultural tourism as well as the arts and culture in the region, including arts education and outreach programs and a dedication to support quality of life issues for residents and visitors. The presence of the Arts Center also facilitates the ability of other local organizations to reach audiences with their programs. For example, Hilton Head Dance Theater will produce four events at the Arts Center in FY 2002-2003 which is an expansion from two events the prior year. Other local arts organizations that use the facility include UNICO with their opera, the Gullah Celebration, and the Hilton Head Art League, to name a few, all of which take advantage of the facilities, production and business office resources of the Arts Center venues. See Appendix G for a complete list of Arts Partners and Constituents. The Arts Center fosters these types of partnerships and offers a 25% discounted rental fee for the Arts Center's facilities to arts and educational organizations to insure community -wide access and usage. In 2002 $214,606 in rental subsidies were provided to such community groups and it is projected to be $157,415 in 2003 and $165,286 in 2004. In the last three years the Arts Center has contributed well over $500,00 in subsidized rental fees and support services to the local arts community. The Arts Center is governed by a Board of Trustees which reflects various interests and the diversity of the region and the community. See Appendix H D. FUNDING: 1. Source of Funds. Based on the current projected budget for FY 2003, the Arts Center derives 7.9% of its total operating budget from foundations and government grants, 8.1% from annual gif membersbips/individual underwriting, 6.5% from corporations, 10.9% from special events and 5.5% from in-kind contributions. Contributed income from all sources represents 45.6% of the total income budget. The remainder of the budget is primarily derived from admissions, subscriptions, tuition, gallery commissions, concessions and rentals. Specific details on the amounts for each area are provided in the budget for fiscal year 2002-2003. See Appendix I The Arts Center is designated as a not for profit organization and meets all guidelines set by the Internal Revenue Service to receive contributions. See Appendix J 2. Have you requested funding from other sources or organizations for this project? Yes X No If so, please list sources and amounts. An example of other sources and amounts of contributed income are provided in the donor listing in the Arts. Center Annual Report - 2000 2001 See Appendix K Each year the Arts `Center engages in strategic and organized efforts to solicit contributed, funds from .individuals, corporations, ` foundations, special events and other sources. New prospects are identified each year 16 and their involvement and support of the Arts Center is cultivated. These contributions are directed to support the general operating needs of the Arts Center. E. FINANCIAL INFORMATION (Adhere To Strictly): 1. A line -item budget of the project. See Appendix L. 2. Most recent fiscal year balance sheet and profit and loss accounting statement. See Appendix M Projection: forFY2002 (FY 2002 unaudited at filing) F. FINANCIAL GUARANTEES: 1. Provide a copy of official minutes wherein the sponsoring organization approves the project and commits the organization to financial responsibility for carrying it out to the stage of completion contemplated in the application, should funding be approved. See Appendix N Resolution of the Board of Trustees. 2. If application is submitted by an individual, provide the guarantee of a financially responsible sponsor. Does not apply. G. PRIOR RECIPIENT'S REPORT (If you received prior ATAC funds): 1. How did you use the funds? The general operating support provided by ATAC helps expand the Arts Center's efforts in audience development to market and program to increase visitorship. ATAC funds help provide the Arts Center with a stable financial base for its operations and every day provides another example of how ATAC funds are stretched to make an even greater impact on the community. ' ATAC funds help support the maintenance of the 61/2 year old, 45,000 square foot Arts Center facility on 4.6 acres of highly visible land. This facility is in operation 360 days a year, 14 hours a day. Because various rooms in the building are used by the public each and every day there is a need for constant repair and maintenance of the facility to insure that the property remains attractive and operable. Since donors contribute to arts programs and not to capital improvements, it is extremely important that the Arts Center receives ATAC funds in order that we may steward this community asset for the Town " of Hilton Head. MIt is well known in the not for profit performance arena that the admission price only covers half the actual cost to produce the event. ATAC funds are used to keep ticket prices atcordable to the community. For instance, the Arts Center's production of Mame t,• would cost $75- $90 if a touring company were to come in for a week. And we would not have the benefit of providing eight weeks in employee wages that contribute to local t economic Iimpact. However, with ATAC funds helping to underwrite the full $75- $90 ticket price we are able to provide financially accessible performances from $6 - $46. 17 Funds provided by ATAC enabled the Arts Center to maintain the facility as a community asset as well as sustain five program areas. Asan example, the Community Outreach Program includes a number of exclusively free programs targeted to specific groups as well as timed to meet their special interests, such as the annual Youth ArtsFest, Family Fiesta Latina and the Community Tree Lighting Celebration. This free, accessible programming is another example of the way ATAC funds strengthen F the Arts Center's accessibility to the constituents of the greater Hilton Head Island community, as well as create an easily identifiable opportunizy for island visitors to share in the local community spirit. 2. Whrt impact did this have on the community or benefit tourism? In the past year, the Arts Center has focused specifically on the development of strategies, partnerships and marketing to expand program audiences and thus benefit both the community and tourism. The following brief list of events and outreach efforts sponsored or co-sponsored by the Arts Center illustrates ways in which the Arts Center impacts tourism on Hilton Head Island. • ATAC monies helped support marketing efforts that reach the larger visitor audience base outside the immediate community. Approximately 14,000 brochures including the Season Calendar, flyers on Presenting Series, Visual Arts Exhibitions and Arts Education and Workshops are widely distributed to Hotels, rental agencies, and throughout the greater Hilton Head Island community. Over 5,900 pieces were mailed out of state. The Hilton Head Island -Bluffton Chamber of Commerce distributes about 5,000 promotional pieces at the Chamber Welcome Center. Along with several familiarization tours of the building, the Arts Center provides theater tickets for the Chamber to distribute at their discretion during Chamber familiarization trips. Other elements of the extensive tourist marketing program include: • Distribution. of season brochures at every SCPRT Welcome Center in the state • Distribution of season materials to Visitor and Convention Bureau staff attending meetings and conventions • Participation in co-operative advertising opportunities and trade shows � sponsored by the Visitor and Convention Bureau • Distribution of a weekly newsletter "This Week at the Arts Center" to hotel J concierges and rental companies ^fir •: • Distribution of rack cards in tourist locations • Distribution of posters promoting Arts Center programs at over 125 visitor k locations on the island C+ a Program listings and publicity appear in all tourist oriented publications, u t� including Island Events, Where To Go, Palmetto Previews and the Chamber calendar of events 4y4� The Arts Center sponsors several special events for the community hospitality industry which supports our marketing objective to reach tourists. "Concierge t•. Night" performance, the first preview night of every theater product;on, includes front line hospitality staff as guests to attend the performance nd a special C reception in the gallery in order to promote gallery visitations ars i ticket sales to 18 i' 'Y7,7 . I �Y: i"P�S P�'�' '`��yyy��:?h aif�KY'Jt�r;yk1<, y �•�r{� enx.'_�(� ,y} t � mac ••k�,,,q4y�rtY �Zd p a ,, ,� +t �,�6�51,�1� 5�,(j i j'� ti}� Yd'�j• 3 "x,�- tib tl -1 u' S}��+fi r �f �• '�r h 1 .. .. s .4..v - ,"�t3!}_�.,FE l' J: .a. . � .. .. _ .... .. �1f+L_'�...`�S r...., ... Y.�r•', .. .. tourists. Annually the Arts Center hosts an "Appreciation Night" to thank all our s community vendors as well as our hospitality industry partners. The evening includes a large reception and complimentary tickets to a performance. Special recognition is made to acknowledge their support of the Arts Center and audience development endeavors. • The Arts Center's Web site, provided in part by a corporate sponsor, is utilized by prospective island visitors to make inquiries relative to programming and cultural attractions, as well as advanced reservations, and Educational and art workshop inquiries. The Hilton Head Island -Bluffton Chamber of Commerce and other i community/arts organizations have been invited to hyperlink with the Arts Center's Web site. The Arts Center is directly linked to the Chamber's web site and to hiltonheadisland.com as well as many other local sites. This form of electronic outreach has an impact on the visibility of the arts and culture of Hilton Head Island. The website address is included on all marketing materials. • The legendary Hallelujah Singers, the resident choral company of the Arts Center, represents and promotes the Arts Center and the Lowcountry as their home during their national and international tours. The Hallelujah Singers identify themselves as the resident company of the Arts Center and reference the Arts Center's web site for performance information. 3. Provide the two previous years and current year budgets. See Appendix O FY2001 Budget and FY2002 Budget See Appendix I FY2003 Budget 4. Include the total annual funding received each year that you applied. r FY 2001 $325,000 FY 2002 $350,000 FY 2003 $350,000 H. ADDITIONAL COMMENTS: Le:ated in the heart of Hilton Head Island, South Carolina—one of the nation's premier resort communities—the Arts Center is a I� remarkable showcase for the visual and performing arts. And proof that a visit to our legendary white -sand shores is so much more than a day at the beach. Join us and make the Arts Center the entertaining part of your island vacation. For four years this has been the key message of the Arts Center, season brochure urging islandvisitors and r residents to "Entertain the Possibilities." ' I 19 Each year the Arts Center becomes a stronger and more vital partner to the 'mown of Hilton Head in its quest to increase our tourism revenues while maintaining a balance of a desirable quality of life for our residents. Our goal is to bring each resident and visitor to the Arts Center. Once there and immersed in the programs and performances that distinguish the Arts Center, the urge to return will become part of that experience which is so uniquely Hilton Head Island, and which is available in great, great part because of Accommodation Tax funding. We thank you. Kathleen P. Bateson President and Chief Executive Officer - The Self Family Arts Center 14 Shelter C'ove Lane Hilton Iiead Island, SC 29928 (843) 686 3945, ext. 300 (0) (843) 686-5901 (H) s � a �a 20 ..�� I'*- - 1-14�1 c - 1 1-1 f-rl r 1-11-1 1-� 1- r 1-1 _r 1= 1= iii r.i ri r Ll Lri ri r i r_iLl -i i Date Presenter Event October 3, 5-7 p.m. Philip Simmons Slide lecture on his works followed by hook/ poster signing at opening i Blacksmith South Carolina Life Time reception. Achievement Award Recipient October 8, 10 a.m. 811!a.m. Claire Y. Greene 10 a.m. student and 11 a.m. public walk of her photos of Philip i Photographer of Philip Simmons' works gallery Simmons' work. October 8, 7 p.m. I Angela Mack Slide lecture on her book "In Pursuit Curator of Collections of Refinement: Charlestonians Gibbes Museum of Art Abroad" which addresses art collecting b� Charlestonians in the 18'h and 19 century. Reception and book signing follows lecture. October 12, 10 am-2 p.m.. Kevin Lawless Workshop on basic blacksmithing Local Blacksmith techniques. October 14, 10 a.m.-1 2 noon Student gallery walk with demonstration. October 14,4-6 p.m. ArtsReach/AfterSchool activity. October 15, 7 p.m. Jonathan Poston Slide presentation/lecture on the Director of Museums and architecture and buildings of Preservation Initiatives Charleston. His book, "The Buildings Historic Charleston Foundation of Charleston" is considered the encyclopedia of Charleston architectural history. Reception and book signing follows lecture. October 16, 11 a.m. Jonathan Poston. Public gallery walk on the images of George Johnson augmenting Philip Simmons' work. Ootober 18, 5-7 p.m. John Jakes Book signing of his new historical Author novel "Charleston" in the Walter Greer Gallery. 1-1 1 11 11 1• 1 11 I1-1 n 1 1 11_. 1 1 1 11 1Ll l 1 Ll Ll L 11 I 11 _I0 1 TOWN OF HILTON HEAD ISLAND One Town Center Court, Hilton Head Island, S.C. 29928 (843) 341-4600 Fax (843) 842-7728 http://www.ci.hilton-head-island.sc.us Thomas D. PeepIQctober 9, 2002 - Mayor James Ic Carlin Mr. Thomrs D. Reilley Mayor ProTm Hilton Head Island St. Patrick's Day Parade Foundation P O Box 6'244 Council MembOHilton Head island, SC 29938-6244 Willie (Bill) Ferguson Kenneth S. HeimRE: Hilton Head Island St. Patrick's Day Parade W. J. (Bill) Mottel John Safay George W. willipS.4i. Mr. Reilley Stephen c. aileyThank you for your application for Accommodations Tax funds.,You are scheduled to appear Town Manager before the Accommodations Tax Advisory Committee in Town Ball, Council Chambers (One Town Center Court) on Thursday; October 17,2002 at 11:15 A.M. You are requested to be present at least 15 minutes before your presentation and are expected to spend 30 to -60 minutes at the } ening. Please be prepared to discuss your organization's long range goals and the role that bed tax funds will play in the future. Please note that the Accommoaatlor Tax Ovekstghf Cotnmlttee and the Department of Revenue have detemrined that all applicants for Bed Tak dollars mustshow a tourism,ampact from their program or event. Impact will measured by tliep&cbrit ol. s. thal are partiotpatmg m each applicant's , .. program. This percent wtll be the basis for w iafpeiivenf of the total cost that can be approved by the ATAX Committee. rA tourist is defined as a visitor coming to Hilton -Head Island (not on business) from more than ,y fifty miles away. Also, please find attached a copy of 2002 ATAX Applicants. If you have a financial relationship (; with another applicant on the list, please be prepared to disclose the nature and extent of your relationship. Please be prepared to discuss your relationship with The Self Arts Center, and your I . impact on tourism. k. {f Very truly yours, David Warren, Chairman ' ' Accommodations Tax Advisory Committee „a w CC: Steve Riley, AICP 1 (1 Accommodations Tax Committee DWMb t w ,a i SOUTH CAROLINA REPERTORY COMPANY SCHEDULE FOR 2002 — 2003 SEASON October 3 —19, 2002 On Golden Pond by Ernest Thompson. Our I I"i season opening show, this popular show focuses on the Thayers, a couple in their twilight years, and their family. It is set at their summer home on a idyllic pond in New England and touchingly explores relationships. Tom Evans returns to SCRC to direct this. show. November 19 — 24, 2002 Loesser is More by Dr. Al Balkin. Dr. Al Balkin returns to SCRC to celebrate the music and life of Frank Loesser (Guys and Dolls, How to Succeed in Business Without Really Trying, etc) 'December 3-14,2002 Cotton Patch Gospel by Tom Key & Russell Treyz Bruce Kuhn was last seen at SCRC in the very popular show, Luke (December 2001). He returns this fall to perform this one-man musical with the music by the late Harry Chapin. Pat Haskell will direct this show. t+ January 2003 New show (title to be announced) — written and directed f by SCRC's Artistic Director, Patricia Haskell. February 19 —March 9, 2003 Proof by David Auburn. Winner of the 2001 Pulitzer Prize and the Tony Award, Proof is one of the most acclaimed plays of recent seasons. Proof explores the unknowability of love as much as it does the mysteries of mathamatics. a Bruce Weber of the New York Times says, "An exhilarating and assured 1' new play accessible and compelling as a detective story." �., March 27 - April 14, 2003 Some Things You Need to Know Before the (t World Ends (A Final Evening With the Illuminati) by Larry Larson and Levi Lee i \ Tom Evans returns to SCRC to direct this unusual farce. j j, R'ytx r•�ti-a t'R+',iy h s.ciL7'r�� b ..'T' t ti 'W i -v r{y�gt1'i tR �,t } SOUTH CAROLINA REPERTORY COMPANY Income and Expenses, Balance Sheet for 'fear Ending December 31, 2001 INCOME: Contributions & Gifts $22,631 ATAC Grant $19,500 Program Revenue $31,248 Investment Income 365 Asset Sales 3,500 Total Income: $77,244 i EXPENSES: Professional Fees $36,947 Rent, Utilities, Maint $25,786 Advertising, Printing $11,920 Miscl 975 Total Expenses $75,628 % BALANCESHEET: ASSETS: Cash & Investments $28,345 a � LIABILITIES: 0 NET WORTH:. $28,345 I ; .' HenryM. Ifaskell, Treasurer, f, t 4 I .. r,., SOUTH CAROLINA REPERTORY COWAN `I C Minutes of Board Meeting, September 4, 2002 Attending were Patricia P. Haskell, President, and Henry M. Haskell, Treasurer and Acting Secretary. Minutes of previous Board Meeting were read and approved. Henry outlined the Grant Request to be submitted to the Hilton Head Island Accommodations Tax Advisory Committee on September 20, 2002. This Grant request totals $24,000. Board discussed how beneficial the ATAX money has been for SCRC's last two seasons. Board unanimously approved the project and commits South Carolina Repertory Company to financial responsibility for carrying it out to the stage of completion contemplated in the application, C' should funding be Iapproved. Board discussed the casting for SCRC's opening show, On Golden Pond. This, show will open on October 3 for a three week run. Meeting was adjourned. Henry IvVHaskell Secretary i 4;c dltt � 1 SOUTH CAROLINA REPERTORY COMPANY Previous two year actuals and current year's projection (ending 12/31) FY2000 FY2001 FY2002 (Projected) INCOME: Contributions & Grants $18,420 $22,631 $18,500 ATAC Giant $ 0 $19,500 $20,000 Program Revenue $29,333 $31,248 $45,000 Asset Sales $ 0 $ 3,500 $ 3,000 Investment Income 512 365 400 TOTALS $48,265 $77,244 $86,900 EXPENSES: . Professional Fees $15,469 $36,947 $43,000 Rent; Utilities, Maintenance $23,253 $25,786 $26,000 - Advertising, Printing $ 9,916 $11,920 $16,000 - Miscl; 1,371 975 1,200 TOTALS. $50,009 $75,628 $86j200.: i BALANCE SHEET: . v ASSETS: Cash & Investments $27,510 $28,345 $21,500 ' LIABILITIES: 0 0 0 + . i NET WORTH: $27,510 '; $28,345 $21,500 p ; ; He M. kell; Treasurer' ' j September 16, 2002 }M ' ,. r c- T ,' .. .. 'c • ..,<_.-.: .\ .., Sn .?ti:+.i`,v, . i �,....,ft 4Y .,r.....ty 41 t : f J.,n �V. .. A`�r�� yt A INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY r' DISTRICT DIRECTOR j 401 W. PEACHTREE ST. NW ATLANTA4 OA 30365 Employer Identification Number: Dater. r, •.•:,ir':.' - 57-0964447 (_ JUN 24.1994` Case Number: 584062039 _ SOUTH CAROLINA.REPEgTORY COMPANY,:. Contact Ptrsgnr:: 35 SOUTH. BEACH LAQODN;;RDAD :STEPHONIE HQQSTON HILTON HEAD, ISONOr.:8C,,,27?2@ :,Cgotact;:jti,ephone, Number: G) (404) 331-0169 i...Accounting,PeriodjEnding: .F,orip .90 Re9ui.rgd: Yes, ;Adden.um Appllas: --Dear Applicant: Based"on information suppli:Xd,.end as*gm.ing;your, operatIons will be as stated in your app IIcdtion•rfor.,recognit.ton of egemptIoni.we.havej.determined you are exempt from,Federal IncoOer,tax under, section §01.(a) of•;the Internal Revenue -Code as, ant organization,,described,: in::section.501(c)(3)., We•..have. further..determIoed.,that. yqu are..not,,a private foundation within the meaning of sectlon.509(a) of the Codev because you are an organization described in section 509(a)(2). If your sources of suppor.tr.or.your. purposesr cliaracter, or method of operation changev please let us know so we can consider the effect of the change on your exempt status and foundation status..,,,In the•case of.an amend- ment to your organizational dgcumont or bylaws, please send us a copy of the amended document.or.by.laws. ,Alsov. you,should'•.infdhm.us. of all changes In your name or address.,: As of January. 11. 19841 you.are liable for•.taxes under the Federal Insurance;Contributions..Act,(social ,security.:.taxes)..on„remuneration of $100 or more you pay to each„of your employees during a, u•Iendar year. You- are not liable for the tax:•imposed:under,the Federal -Unemployment Tax Act (FUTA). Since, you are. not a.pnivate foundations you are not subJect to the excise taxes under Chapter 42 of the Code. However: you are not automatically.exempt from other Fedoral.•exc.ise taxes. , If. you hays•any questions about.excIse$ employment, or other Federal„taxes.r please let..us know. Grantors and contributors may rely.on thi%,,#eterm.ination unless the. Internal Revenue Service publishes notice to the contrary. However, if you lose your seFtlon 509(a)(2) statusi a grantor or contributor may not rely on this datermiflat Ion, If.,he:or;,she:-was,.In•part;respo0sible.•fori or was aware of, the act. or.failureato acts or, the, supstiot.la,l••or,miter Ia.l:•chapge on the part of the organization that resulted In your loss of, such statusl or- if he or she acquired knowledge•that•the Internal Revenue,Servlee•had given notice that you would no longer be classified as a section 609(a)(2) organization. Donors may deduct contributions to you as provided In,section 170 of the Letter947 (DO/CG) C': -2- SOUTH CAROLINA REPERTORY COMPANY 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 Code.sect.lons 20551 2106+ and 2522. Contribution deductions are allowable to donors only to the extent that their contributions are giftse with no consideration received. Ticket pur- chases and similar payments in conjunction'wlth fundraising events may not necessarily qualify as deductible contributions, depending on the circum- stances. See Revenue Ruling 67-246, published In Cumulative Bulletin 1967-21 on page 1041 which sets forth guldelinas regarding the doductlbility, as chari- table contributions, of payments made by taxpayers for admission to.or other participation in fundralsing activities for charity. In the heading of this letter we have indicated whether you must file Form 990, Return of Organization Exempt From Income Tax. If Yes is indicated, you are required to file Form -990 only if your gross receipts each year are normally more than $25,000. However, if you receive a Form 990 package in the mail, please file the return even if you do not exceed the gross receipts test. If you are not required to file, simply attach the label provided, check the box in the heading to indicate that your annual gross receipts are normally 425000 or less, and sign the return. If a return is required, it must be filed by the 1Bth 'day of the fifth month after the end of your annual accounting period. A penalty of $10 a day is charged when a return Is filed late, unless there is reasonable cause for the delay. However, the maximum penalty charged cannot exceed $5,000 or 5 per- cent of your gross receipts for the year, whichever is less. 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 tar,, you must fl le an income tax return on Form 990-T, Exempt Organization Business Income Tax Return. In this letter we are not determiaing whether any of your present or proposed activitle..r. are unre- lated trade or business as defined in section 513'of the Code. You need.an employer identification number even if you have.no empm�l2s. If an -employer identification number was not entered on your application, a number will be assigned to you and you will be advised of it. Please use that number on all returns you file and in all correspondence with the Internal Revenue Service. If we have indicated in the -heading of this letter that an addendum applies, the enclosed addendum Is an Integral part of this letter. Becaase this letter could help resolve any questions about your exempt C 3 status and foundation status,,you should keep `it in your permanent'reccrds. We have sent a copy of,this letter to your representative as indicated in. Letter 947 (DO/CO) SOUTH CAROLINA REPERTORY COMPANY your power of. attorney. :., d,d •; vc a• i,.. i:c ,•,nor op,.y,l rt.'.,rin ,: �:.i;�a,., ,�:: �,uu;. 1 If:youahave:anyiquest)•ons:.pieaseaconEactithf•person..whose 160 name •and telephone number are.shown,.lnathe•.:headinp'ofothis,letter:•'• -. _ Slncerely-yours, ' • '.I :�,""ems �;i:' w-��.' . . • .,..xtlson.,A. Br.00ko.. District Dtrector.-.- Enclosure(s): r:....•. vr•.,t• ... .. Addendum: n; J 1 I ! 1 ! f tia<� I J �.1 Letter 947•-(DO/CG) . � t1l t 1 H 1t Com'} t 4v. _,,..�,n.r...si+k"AiL;� .kik�,cs�:t �d�ille�l ., � ..... ._ � �'. �` krl�:�..� A�•.��:' ... .. , % `W: -4- SOUTH CAROLINA REP RTQRY COMPANY . is i.. :. E: .;t:1` ;: ': �,.f;• , ., ::., 1: ''?..,. You -are-re4ulred-td:make=-your annual returnravai'lable for public inspection for three•yeirs-after`'the Yeturn•Is dui... You are also required to rake a copy of your exemption appllcatlon, ind supporting documents, and available this exemption letter. Failure to maks these•documents available for public inspection may subJect you to + penalty oft10`per day for each day there is failure to comply to.a maximum of f6s00091•n;the case of an annual return). .(Up See Intern+l.Revenue Service Notice SS-120Y:19SS-2 C.B. 464, for additional information. :,,:.• ,: If your organization conducts fund-raising events such•as benefit dinners, auctions, membership drlves, etc., where something of value Is received in return for contributions, you can help your donors avoid difficulties with " their income-tax returns.by assisting them In determining the proper tax the treatment of their. -contributions.. To do this you should, in advance of market vatue.of the benefit received and state it eventrdetermine'the fair in your fund-raising. materials.such.as solicitations, tickets, and receipts in'such.a way that your donors can determine how -much Is deductible and how much is not. To assist you In this• the Service has issued Publication 1391, Deductlbll.lty o1 Payments `Made;to:. Chirlti.es Conduct ingaFund-RaisIng Events. ofopies'-oft.Publicatlon L391.from your;local IRS Office. you may ob-ty Guidelines for deductbbie•amounts are also set forth in Revenue Ruling 67-246, 1967-2 C.B. 104 and. Revenue Procedure 90-121 1990-1 I;.B. 471 and Revenue Procedure 92=49,, 199.2-26,I:R.B: IS. - ' 1i ww I pp�r' l� 11 t.l W I 1 t 1 �1 li I t li r Letter 947:,,( DO �. .a4 Mr. Henry M. Haskell, Treasurer South Carolina Repertory Company 3 Reef Club • Hilton Head, SC 29926 Registration Number: 4948 Expiration Date: 07/01/2003 ,ifafe of $aufh Cnttralinu W' ffTre of fhe �etrrtnrg IIf �fafe . ... �. acknowledges that your Organization is duly in accordance with the cZl he Hanaruble Jim A fes 1205PENDLETONSTREET,SUITE525�- COLUMBIA,SC29201 fj-- P.O. BOX 11350 COLUMBV+SC29211 Inromu6on (� r"`'C` <. •' a"_../ 3, �,�> Box&Commissiom (803)7342119 (803)7342170 uww.scsos.cam a. .rt ,� i� ...... 1 � Notaries (803) 734.2512 Business Filings (803) 7342158 ! and one-half (4'1h) months of the close of your Organization's fiscal year. Specifically, a May 16, 2002 financial report for your fiscal year January 1, 2002 to December 31, 2002 is due May Mr. Henry M. Haskell, Treasurer South Carolina Repertory Company 3 Reef Club • Hilton Head, SC 29926 Registration Number: 4948 Expiration Date: 07/01/2003 Dear Mr. Henry M. Haskell: Thank you for your application for registration as a charitable Organization. This letter 'registered acknowledges that your Organization is duly in accordance with the provisions of the South Carolina Solicitation of Charitable Funds Act. Your registration will expire on July 1, 2003. However, please be advised, as a charitable Organization soliciting contributions in this State, you will be required to file an annual financial report with this Office within four and one-half (4'1h) months of the close of your Organization's fiscal year. Specifically, a financial report for your fiscal year January 1, 2002 to December 31, 2002 is due May o% 15, 2003 and for your fiscal year January 1, 2003 to December 31, 2003 is due May -' 15, 2004. If you file Internal Revenue Service Form 990, we will accept this form In lieu j of the Annual Financial Report prescribed by the Secretary of State. If you extend the filing of your 990 with the IRS, you may do the same with us by sending us a copy of your IRS Form 8868, Application for Extension in; Filing of a Return for a. Nonprofit y Organization. Ono month before your financial report is due to this Office, we will send : i you a reminder and, if necessary, an Annual Financial Report Form. 7, p,AAf If you have questions orneed assistance, please contact the Charities Division at 734- �� 1790. Sin ly, -t Carolyn atoh Director, Public Charities j Cluriees I . ' (803) 734-179C Tradatwks FmpbynsaLL ABmees Fu :; Dkecs Access Fu (803) 734-1604 . (803)734-1729 (803) 734.1956 (8113) 7342164 (903)7..34-234 5 InvW)ptbn (803) 7341791 ' I .T,.^—. �£ 't A'�' 1 i V Y '4 I° ) 1t ��y• y�yy �+ � '.1 �.�.~�•�.�.a.4!.,.�.1i.��AP��VA:i4i��fi�t ..• ��'. .�-tea! + ��`b . 1 W ��'�:�✓�i � �.y.'��' "'T�"� � � y y a l�lf"u��.C:ll,'. `God's Man in Texas' BY LOUISE CAUSEY LEWIS Special to The Packet "God's Man in Texas" is one of the most stunning. thought-provoking plays of recent years. Opening last week for a short run at the South Carolina Repertory Company on Beach City Road. the drama is a polished, profound gem, with deft direction and superb acting Set in the fictitious but realistic Rock Baptist Church and campus in Houston, Texas, the simple• versatile set represents a vast area of space. Consisting of two small rooms — the pulpit area of the mega -church and the minister's room — (lie realistic, uncluttered design gives free rein to the imagination. A cast of three actors portrays the roles with convincing realism• allowing the audi- ence toenvision the unseen supporting cast 04.,housands. Weldon Durham plays Dr. Philip Gottschall• the famous founder and elderly pastor of Rock Church, the largest Baptist Church in North American. The controlling• healthy, but elderly church leader is being pressured by church leaders to choose a successor for his ministry. Unwilling to step down,(rom his lofty posi. tion. he figs agreed Co consider adding someone for the position or "co -pastor' and has brought in succession of bright young stars to preach and interview for the job. Dr Jeremiah Mears, portrayed by Frederick Marshall. is the successful candi. date for the prestigious. coveted position A devout, sincere, scholarly ratan• he rinds Iuntself unwittingly in compel it will) Guusc'hall. as the older nouimer snulo usly l ongetres attcndanre 11411rs. ulTrlin4 :unnunts, and alutr cells lespandonls &teftahiment www.islatWowket.com i5 a timeless story of struggle "God's Man lit Texas" runs through Ilei 21 for reservations and ticket inform.,tion, call 681-5194 rile/Tho Island Packet 'God's Man In Texas' runs through Oct. 21. For reservations or ticket Information, call 681-5194. The personality of flugo Taney provides a sharp contrast to the staid pastors. Portrayed with witty brilliance by Mike Krause, Ilugo is a lost soul whose earlier years were spent in the depths of depravity Ironically, he was 'saved" by Mears, own fatter and now works as the audio coordi- nator for IIIc teh•vlse(I Itraa(Ie,1515 of hock ('hunch. As unsaid dntl m•;dly henviceu the pas ons glow. the play becomes less dbuul orga. nized religion and more about man's inhu. manity to man. The drama transcends the pettiness of power and position and evolves into a struggle between greed and grace• between selfishness and selflessness. The play is timeless and ageless. Opening night audience members included a sizable group of high school drama students 1111 -se aspuing thespians scented to Ihunntf;ldy villu-v the play and rc:spmtded endntslasttcally I Beaufort I rf� SHRIMP FESTIVAL! Taste the good times—from Friday'sirer steel drum concert to Salurday s cornucopia of fun. Savor shrimp dishes from competing restaurants... a colorful hlcssing of lira fleet... marine exhibits ...arts & crafts.. a 5K run & walk..a servers race. -and an evening concert will, the popular Second Nature band. A Sunday gulf tourney ends festivities Call or visit aur Web site furdetails. www.beaufort ic.orgins Title Sponsor a[r1l, (. 11 am -11 pm 13�SO O��C Saturday Visitors' Center 106 Garf—t gt..+.0 YT ' .fit iAt'ITSIEST AT N -M -NT BW BT4A7,,-,i iaA -A ve. Last Li a��. unsentim Ke .a .QQTl_ eerie when Rebecca x, more than a Ittle e . I I- . ... I. , Robinson is .ypi O'osee .11va7pe "fIctroaric'e GET. �:.tmd Immediately recognize One of. Aso good as he 'haractes s even stranger Pat's self - involved sis- When this character, wh0`s exactly ter,.whose ne soone i'help is limited you -Ow,is als? . ,. no, too 1:1." Z JO Z 35Ud :.someone about, though YOU may love her, or feel as "'?u 'ho'd to frequent phone calls Th ",,majority6fLatull- E:admonishing en 6 for South Car6liha RePO- to�s productlom,ofLqst Lists of Dot to "take several walks MyAj4dMorhbr4eemed:tq feel this way abc��,;�.41'oftliei tharac-. a day" and AIL "priaictice pos!: ters; in this-tirriffcally imserid- MS I TERFIELD tive thinldng. Ii i 1 mental, Phi[Eillqp_ey,about 'As M6: Bdibara Farrar.devclops caring for,an aging ptirq4t. `-a complete i5ditraii-ofan Alz- Mjjjy!'wbmen6f-ace.g.tain age heher$ ptitient. With very little we,rejn-ihe audi6n6d,p r4urn- ep6sifiori about who she was ' I I ' h b `i:- ably.., b pito lderi�ly,)�dt . 9.) biif9r6 �er illness,we are still able thq&h4dstecl; lohg4Wering but ti'catc`h passlng shadm�s'of her byWci ro.Ani's6intlydatigljter formerpelf, when she was a wo- whosi'. 5jpt Gare .for .bptbbf :I..ffiartof.exacting standards, not :h��, hlei6hrefitsha'jj6ffii�6'ry simplychildish and stubborn. As Buie of I what's commonly tii.Ued her heafth falls, Farrar seems to "a life? She hWs finely hone'd a Et.6.;ally fade away. Her work is t mo'rbia scfise�dfhumor, though, veiymoving without being and has deVeli�'p.6dpailefi'ceand �o rkaudlin.- the sort , bfundqrstanding"thidt ' Thq fastrau ' of Last L4ts and coinbs,front caAn$Ifcir those who `f6elimited intiieithig�s,e0 u love: are -most diffictJ t4o I ' 6: Parents `spa6ekeep'the,play from being t.Who nolonger recognize they' too elegiac or dull. An odd dream 4o:behave like. sequence, though, seemed Lncun- ppelvei and giuous and mi&zhave been who can .offeir6rilyptiefglimpser heljjdd.by-iriore drhmadc lighting ofth6;ji,@'rs6fivye I'Ove�fl# the .' though the-�camd was excellent. firstpiace.. ofMyMorher LastLisls - Atul is io The Were QfirlstyBrandt,AsDbt,-',IS ti. nja.t- ,runs Tfiu6clays through Suudays Ural- aptor; we beIJ6.6*h 0�'i frustra- through Feb. 10. Tickets are $ 17 thlohruns top and exhaustion, though she for adults and $15 fur students. iton Abad is fjequentlyballbq Upon by the Sputh Carg4na Repertory sc!ipi',to addrbs's,ihe audience. Company,. Is at 136B•Beach City curectli and describe 6 gesture or Road on Hilton Head Island. For emotion via a strained, flowery more information, call 681-5194 metiphm'Eiiiidr she or heror visit mother den executes that emo. www.hiltonheadtheatre.corn. tiorr dir gesture, as if she's just recited the stage directions. It's Bring your mad mother qWt6 bild and unnecessary, but Tickets arestill aydilable for the the•problern lies in the script, not Feb. 9 perforhuince of The Vagint in Brandt's performance. Monologues,presqfit6d by Wild 4". TOWN OF HILTON HEAD ISLAND .. .. f One Town Center Court, Hilton Head Island, S.C. 29928 (843)341-4600 Fax (843)842-7728 http://www.ci.hilton-head-island.sc.us Thomas D. PeepleYetober. 9, 2002 Mayor James x carr" Mr. Henry M. Haskell Mayor PraTem South Carolina Repertory Company 3 Reef Club Drive Council MembersHilton Head Island, SC 29926 Willie (Bill) Fergu�s,o,nry Kenneth S.HeiM: General Operating Support W.1. (Bill) Mottel John Safay De? Mr. Haskell George W. Williams, c Thank you for your application for Accommodations Tax funds. You are scheduled to appear Stephen G. Riley before the Accommodations Tax Qdvisbry Committee in Town Hall Council Chambers (One Town Manager Town Center Court) on Thursday, October 17, 2002' at 11:00 A.M. You are requested to be present at least 15 min es befoFe your presentation and are expected to spend 30 to 60 minutes at the hearing. Pleasb be.Prepaied to discuss your or long- range goals and the role that bed tax funds will play in the future. Please note that the Accommodation Tax Oversight Committee and the Department of Revenue have determined that all applicants for Bed Taz dollarstmst show a tourism impact from their program or event. Impact will be measured by the percent of tounst; that are participating in each applicant's program. This percent will pe the basis for W.hatpercent ofthe total cost that can be approved by the P -TAX Committee. A tourist is defined as a visitor coming to Hllton,Head Island (not on business) from more than fifty miles away. find of 2002 AT -AX Applicants. If you have a financial relationship Also, please attached a copy with another applicant on the list, please be prepared to disclose the nature and extent of your, 1 i relationship. Please be prepared to discuss your relationship with The Self Arts Center, and your e impact on tourism. *r'� i ' Very truly yours, �? David Warren, Chairman Accommodations Tax Advisory Committee CQ Steve Riley, AICP Accommodations Tax Committee. A \\\ k d DW/bb . .ME ME A i , 1 f� ACCOMMODATIONS TAX ADVISORY COMMITTEE "�" ^♦`rs+-,r ° TOWN OF IIII.TON HEAD ISLAND, SOUTH CAROLINA ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION rl y TITLE PAGE A. PROJECT NAME: General Operating Support for South Carolina Repertory Company. t B. ORGANIZATION: South CarolinaRepertory Company P.O. Box 23464' Hilton Head Island, SC 29925 Tel. 843 6815194 F` C. CONTACT PERSON: F; Henry M Haskell Treasurer 3 Reef Club Drive t Hilton Head Island, SC 29926. f Tel. 843, 6815104 R D. AMOUNT OF FUNDS REQUESTED: $24,000 E. DATE: September 20, 2002 4 f; 4 F� f . _ .. y200 "S, �. ACCOMMODATIONS TAX ADVISORY COMMITTEE TOWN OF HILTON HEAD ISLAND, SOUTH CAROLINA ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION For Office Use Only x Date Received: 0� Time Received: q;.a1 By: Date: September 20, 2002 Total Project Cost: $89,000 Total Amount Requested: $24,000 A. PROJECT NAME: General Operating Support for South Carolina Repertory Company. B. ORGANIZATION: South Carolina Repertory Company Sponsor Name: Patricia P. Haskell Title: President & Artistic Director Sponsor Address: 3 Reef Club Dr., Hilton Head Island, SC 29926 Cj Sponsor Phone: 843 6815194 Contact Name: Henry M. Haskell Title: Treasurer Contact Address: 3 Reef Club Dr. Hilton Head Island, SC 29926 Contact Phone: 843 6815194 r _ C. DESCRIPTION OF PROJECT: L General Description. South Carolina Repertory Company requests $24,000 to support general operating and program costs for the 2002/2003 V season. r Forty-one shows have been presented since the company's e founding in 1991. SCRC is celebrating its 11 season, well established as an integral component of the Hilton Head Island arts w`: } community. In response to the growing demand for tickets, three - k; week runs have been standard for most productions. Six shows are i ' b�{,"F-t,s� ,�Pr .t l,s'� � t�.��'`: .., ,v. k. _�il'4 f},• Tom` '� 'r E �.,,i^' t t d h.r y.n i,•' ,� •n' } +,• � h r ��" t fRrk., • 't� x �u�T.. 1 ��4 Y i +5,✓' n }'%,.:r• $ h 1 i ,. �' � .. •ff .� � 'S � f Y; f Y7 ._ „Y.l "}�� .r _ :J lSr. y` 1 a. ..P .. ,. "iy, l .iF •—: ....�.=.� �...� ._. _ ... i t �� fay � k� ?it h$y - �6'Yv W5" L�i4,(W - t ; Li;•.t��1i::i'n 9,F4� n . planned for the 2002/2003 season — exceeding last year's already expanded schedule. SCRC's mission is to provide Hilton Head Island with quality theatre at a reasonable price in an intimate space. Steadily increasing interest continues to support ambitious, professional performances in bringing a unique brand of theatre to both Hilton Head Island residents and tourists. The 2002/2003 season is designed to appeal to a wide range of interests. Funding from the Accommodation Tax Funds will enable SCRC to continue its mission by providing Hilton Head Island with high quality, intimate, challenging, alternative theatre. 2. If arts/cultural activity, give specific description of project (attach additional sheets, if needed). SCRC will offer an expanded and varied menu for the fall/winter/spring 2002/2003 season. (See Appendix A for a full C listing.) 3. Impact on or benefit to tourism: SCRC distributed an audience survey at a number of roductions during the 2001/2002 season to research the relationship f P. between SCRC and other tourist offerings and services on the Island. 1s� ' Meals, shopping, gas, and entertainment were clearly important components of the tourism. Although a single performance of a given } play.might not generate hotel room stays, it contributes to the culture of tourism that makes Hilton Head Island an attractive destination. In *rt, addition, local_. tourists, including people from Savannah, Beaufort, Sun City, and Bluffton, attend performances, eat out, go shopping, etc and combine their trip (which might have a primary purpose of seeing y a show) with other tourist activities. 4. Duration of project: Starting date: September 1. 2002Completion: June 30, 2003 is 3 C5. Permits required: None applicable 6. Additional comments: SCRC has experienced a substantial and increasing number of hits to its web site (w—%v Wltonbcadib=t .com) — evidence of SCRC's positive contribution to the tourism picture on Hilton Head Island. The mailing list includes substantial numbers of "off - island" addresses, while box-office bookings attest to frequent . attendance by visitors to Hilton Head Island. The 2002/2003 season will continue to offer intimate, high - impact, professional theatre — helping to broaden the overall cultural and artistic appeal of Hilton Head Island. Reasonable ticket prices ($20 for seniors Friday and Saturday, $15 for seniors for other performances) allow travelers with limited funds to afford SCRC shows. B. FUNDING: 1. Source of funds: SCRC has received grants from the Hilton Head Island Foundation and from private donors. For the 2000/2001 season, SCRC received its first Accommodations Tax Advisory Committee grant, For the 2001/2002 season, SCRC experienced a decrease in donor contributions compared with the previous year ($14,000 t . versus $25,000) primarily from large donors ($500 and I. y $1,000. This has been attributed to the decline in the US economy and the effects of the 911 tragedy. However, on the positive side, SCRC's ticket sales experienced a substantial rr increase over the previous year. ,i 4 F. ..�_.�.—..,�, 2.�.�.T."1 � `•.,�� tont, �}��'-.-� � �xF � ��nTti.1 s � i� �c y•�`rfM1y r 7� 5 i + � ai � o ! l' a- 1',k; a i ••u �s � ..� i t s s4,.ak _ { ir+,�'� 4 .Cdt , Funding for 2002/2003 will be provided by attendance, private donations, the annual fund-raising campaign and through a positive response to this request for an Accommodations Tax Advisory Committee grant and, if necessary, from SCRC's emergency -savings account. 2. Have you requested funding from other sources or organizations for this project? Yes_ NO X 3. Contributions to the project by the sponsoring organization: Program revenue $40,000 Supplemental from SCRC emergency -savings as needed Currently, SCRC has no paid staff or administrative costs. Persons who contribute their services on an "in-kind" basis fill positions of President and Treasurer. D. FINANCIAL INFORMATION. 1. A line -item budget of the project. / Projected Budget for Period September 1, 2002 -June 30, 2003 INCOME A'TAC $24,000 Private Contributions $20,000 Program Revenue $45,00 :. $89,000 .1" EXPENSES b� Actors, Directors, Technical $38,000 z , Rent, Utilities, Maintenance $26,000 Advertising, Printing, Mail , $21,000 Royalties Lko_0_0 i t s 700 WINE-17-07-Im". Vk "V—. v,. M C 2 Most recent fiscal year balance sheet and profit and loss accounting statement. See Appendix B E. FINANCIAL GUARANTEES: See Appendix C F. PRIOR RECIPIENT'S REPORT: 1. ATAX Funds were used in 2001/2002 as requested, substantiated by reimbursement vouchers. Actual Income and Expenses versus projections for period starting September 1, 2001 and ending June 30, 2002 were as follows: INCOME: ACTUALS PROJECTIONS ATAC $20,000 $24,500 Private Donations $14,490 $25,000 �. Program Revenue $45,387 $32,000 TOTALS: $79,877 $81,500 EXPENSES: ACTUALS PROJECTIONS Actors, Directors,etc. $31,685 $39,000 Rent, Util, Maint $23,388 $22,500 Advertising, Print, Mail $20,523 $18,000 Royalties 3,127 3,000 TOTALS: ` $78,723 $82,500 2. SCRC's impact on the Hilton Head Community and contribution to a healthy tourism profile was demonstrated by the response to the show Last Train to Nibroc which set a new attendance record �a<+ for SCRC with over 1,200 persons seeing this show during the three week run. } 3. Previous two years and current year budgets: w See Appendix D. f 4.: Total Annual funding received.from ATAC: -. /; _• i x -1J„ F� t Axa �.�k +' , ' � .. •4-_-,.Y..�t. �T_ 33M a. A 2 ems. - _ _ .. Year 2000 - $19,500 Year 2001 - $20,000 G. ADDITIONAL COMN ENTS: South Carolina Repertory Company enjoyed a thoroughly successful r 2001-2002 season. God's Man in Texas, Stein-Songs, The Accounts of Luke, Last Lists of My Mad Mother and Last Train to Nibroc were well attended. Steadily increasing costs of operation plus the rising costs of professional actors, directors and technicians are unavoidable — i making ATAC support all the more important in the effort to provide Hilton Head with the quality theatre within the SCRC mission.. S { IRS letter, SC letter, Island Packet Review, Beaufort Gazette Review, sample program and fund-raising brochure are attached as appendices E, F, G, H, I, and Jto this application. C� Henry M H skell, Treasurer 3 Reef Club, Hilton Head, SC 29926 I SIJ i 1, Tel. 843 6815194 fw—f �? 1 ��r y V r� {jja . ,. ..__... c nSXdiF SOUTH CAROLINA REPERTORY COMPANY APPENDICES Appendix A 2002-2003 Season of Shows. Appendix B Most recent year fiscal balance sheet and P&L Appendix C Financial guarantee. ' Appendix Previous 2 years & current year's budgets. Appendix E IRS letter. Appendix F State of S.C. letter. Appendix G Review of show God's Man in Texas, Island Packet. Appendix H Review of show Last Lists of My Mad Mother, Beaufort Gazette. Appendix I Sample program, Last Train to Nibroc. Appendix J Fund -Raising brochure, 2002-2003 - r � i r i C :7 f TOWN OF HILTON HEAD ISLAND One Town Center Court, Hilton Head Island, S.C. 29928 (843) 341-4600Fax (843) 842-7728 http://www.ci.hilton-head-island.sc.us Thomas D. PeepiOctober 9, 2002 ; Mayor James K Carlin Ms. Iva Welton Mayor ProTem Low Country Artists Guild P 0 Box 6173 Council Memherllilton Head Island, SC 29935 Willie (Bill) Ferguson Kenneth S. HeitrJRE: General Operating Support W. J. (Bill) Mottel John SaGyMs. Welton George W.Willi - '- - Thank you for your appl ication for Accommodafions Tax funds. You are scheduled to appear in Town Ball Council Chambers (One Stephen G. aileybefore the Accommodations Tax Advisory Committee Town Manager Thursday, October 19,,2002at 10:45 A.M. Town Center Court) on to be at least 15 minutes before your presentation and are expected to You are requested present spend 30 to 60 minute s at.the hearing. Please be:prepa ed to discuss your organization's long - range goals and the role that bed tax funds wt11 play in the future- that the Accornmiod44 on Tax. Oversight Committee and the Department of Revenue their Please note have determined that all applicants for.Bed.Tax dolfais must show a tourism impact from program or event. Impact will be measured by the percent oftounslsthat are participating in each applicant's the total'cosE that can be approved by program. This percent a nll be:tle bests for wlha{ percent of the ATAX Committee. rA tourist is defined as a visitor coming to Huton Htdad'Island (not on business) from more than fifty mules away. I ` Also, please find attached a copy of 2002 ATAX Applicants. If you have a financial relationship disclose the nature and extent of your } with another applicant on the list, please be prepared to be to discuss your relationship with The Self Arts Center, and your relationship. Please prepared impact on tourism. t � , Very truly yours; David R'arren, Chairman I. Accommodations Tax Advisory Committee It 4 V CC: Steve Riley, AICP ri ) AccorttmodgtionsTax Committee s t i DW/hb l A aw, fts'e�.,� M ACCOMMODATIONS TAX ADVISORY CONMHTTEE TOWN OF HILTON HEAD ISLAND, SOUTH CAROLINA ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION For Office Use Only Time Received: By: Date Received: (App11CaU0nS W111 1101 OC aCCCVICO 11 SUUmllICU UOc1 y:w rm vu a FLGI l w, -J Date: September 20, 2002 Total Project Cost: $ 103,900 Total Amount Requeste : $ 25,000 ' C' SUBMIT 15 COMPLETE COPIES OF APPLICATION ANSWERS MUST BE TYPEWRITTEN A. PROJECT NAME: General Operating Support for the Low Country Artists' Guild j B. ORGANIZATION: Low Country Artists' Guild - Sponsor Name: Iva Welton Title: Chairman of the Board Sponsor Address: Post Office Box 6173, Hilton Head Island, South Carolina 29938 t� Sponsor Phone: 843-597-0505 Contact Name: Janice Malafronte Title: President ! ` Contact Address:. Post Office Box 6173, Hilton Head Island, South Carolina 29938 ~ `\� Contact Phone: 843-597-0505 1¢ 1 �F r� - F •. S c ''C d �' C. DESCRIPTION OF PROJECT: 1. General description. The Low Country Artists' Guild (LCAG) was established in the Fall of 1998. Its mission, simply stated, is to aggressively promote the arts and culture of the Low Country. In addition to offering cultural art exhibits and demonstrations, the LCAG provides cultural spouses programming for the area hotel and resort meetings and conventions, course programming for area schools, in addition to cultural retreats, tours, workshops and demonstrations for the group tour market. During the past year the LCAG has occupied space in the Hilton Head Art League Gallery. This resulted in the LCAG achieving several goals. Such as improved art sales, an increase in membership and expanded program offerings. It also allowed for the LCAG to further establish itself as destination Gullah on Hilton Head Island. A one stop shop, if you will, where tourists can partake of the Gullah culture on several different levels. Realizing the value of what the LCAG has to offer visitors seeking cultural nourishment, the LCAG was asked to participate in the Hilton Head Island Chamber of Commerce Invitational for Meeting Planners, a Fam trip hosted by the Marriott Beach & Golf Resort and hosted the opening reception for the Group Tour Fam also produced by the Hilton Head Island -Bluffton Chamber of Commerce. Programming offered during 2002 included the following: 1. Exhibit curator for De Aarts Ob We People: Art Exhibit that is part of the Native Islander Gullah Celebration. 2. Inaugural opening reception at the Hilton Head Art League Gallery. 3. 6 -week course offered by the Creative Retirement Center that focused on each aspect of the Gullah culture i.e., food, history, music, crafting and storytelling. 4. BRAVO Cultural Affair: An afternoon of cultural demonstrations, art exhibit and entertainment provided by the Gullah Kinfolk. 5. Spouses program for area hotels included historical lectures, storytelling, etc. 6. Provided cultural entertainment for Family Reunions. 2. If arts/cultural activity, give specific description of project (attach additional sheets, if needed). Having expanded the foundation of the LCAG, it is imperative to the continued growth and establishment of a presence on Hilton Head Island that the LCAG open and maintain its own gallery. In order to fully service the existing client base and future clientele space is needed to offer a complete representation of original artworks and indigenous crafts, provide in-house demonstrations, seminars, workshops and special events for group tours. In addition to opening and establishing a gallery, the LCAG looks to implement a C1 comprehensive integrated marketing plan targeting cultural enthusiasts and attracting ' them to Hilton Head Island as a cultural destination. We are requesting ATAX funding to 2 ,f r support the marketin¢ effort detailed below. With a dedicated location the LCAG looks to achieve the following go sin imp ementing this integrated marketing plan: 1) To increase arts sales by 60% 2) establish and promote annual schedule of workshops and seminars 3) Increase artists' memberships by 50% 4) Increase patron mem&-iship by 50%. Inteerated Marketin¢ Disciplines Advertising: 6 month ad schedule in Island Events, Where To Go and Travel Host Magazine (February -August) to capture those tourists already in town looking for local cultural flavors. Special Events — Savannah, Hilton Head Island, Bluffton, Beaufort and Charleston newspapers. SC Department of Parks, Recreation and Tourism co-op insert program Beaufort County Black Chamber of Commerce African American Travel Guide Hilton Head Island Chamber of Commerce Vacation Planner and Group Tour & Meeting Planner Guide. Public Relations Media blitz tied into gallery opening. Seek editori4 coverage in national, regional, local magazines and newspapers covering African American and general market publications. Web Site Market web site to search engines twelve (12) months per year. Link web site to rarea Chambers of Commerce and establish e-commerce presence. Travel Trade Show Co -Op Opportunities African American Travel Conference National Black Meeting Planners Convention • k Family Reunion Conference Travel South � s ,x t Brochures/Rack Card Continue distribution of brochures and rack cards with visitor center, area resorts f and hotels. Maintain: Hilton Head Island Bluffton Chamber of Commerce Hilton Head Hospitality Association 3. Impact on or benefit to tourism (if required under the law). The LCAG has filled a cultural void on Hilton Head Island. The visitor center has distributed nearly 500 rack cards, to interested tourists, since August. Year-to-date 80% of art sales came from out-of-town visitors. The LCAG provided programming for 4 spouses programs and two family reunions. 68% of those attending these programs were from out- of-state, with an additional 22% being from outside the Beaufort County area. (At each special event we provide area for area properties, we generate a mailing list of participants in order to track the visitors.) The February art exhibit experienced another record year in attendance and sales. 62% of sales were purchased by individuals from out -of town. 4. Duration of project. Starting date: January 2, 2003 Completion: December 31, 2003 5. Permits required (if any). No permits required. �.' 6. Additional comments. Since the establishment of the LCAG, the Self Arts Center and the Hilton Head Island Chamber of Commerce have been extremely supportive by providing gallery space and extensive editorial opportunities. Our successes to date can be attributed, in part, to their wonderfid support in the interest of preserving the arts of the Gullah culture for the community. For 2003 the Self Arts Center has asked that the Low Country Artists' Guild curate an additional show running from June through August. D. FUNDING 1. Source of fimds. �Iti e �``^�Giants ATAX — Hilton Head Island $*,00 $Tobe applied for) Artist Memberships Patron Memberships $ 5,000 :1 �.t."' Art Sales $ 25,000 $ 4,500 Spouses Programming ! t'' Family Reunions $ 3,000 Workshops 2,500 - TOTAL 5102,500 FI 4 . ... FOR.,' �' "��' ;..._.-�. v K �'-i •sppS t^ I 1 '� N ��iY" t5f�xc t3t.�v'�`' x .•: :&i Ax ��t _. ._ 91 �i'6 51..14-11 •.�t.47.': k�s..'�,.cz3t. ., '1 ., t�, _ i - i 2. Have you requested funding from other sources or organizations for this project? Yes No X Not as of this filing. But we will be submitting an application to the Hilton Head Island Foundation and the SC Arts Commission for a student community outreach arts program, where students will learn cultural art tasks such as basket sewing, net weaving and indigo dying. Crafts soon to be lost to an older generation that must be passed down in the interest of preservation. 3. Contributions to the project by the sponsoring organization: The LCAG has developed a volunteer base that will contribute the required hours per week to handle all of the administrative functions required for gallery operations. This would save the organization an estimated $40,000 in administrative costs. E. FINANCIAL INFORMATION (ADHERE TO STRICTLY): 1. A line -item budget of the project. See Exhibit A 2. Most recent fiscal year balance sheet and profit and loss accounting statement. } See Exhibit B 0? F.. FINANCIAL GUARANTEES: 1. Provide a cop y of official minutes wherein the. sponsoring organization approves the project and commits the organization to financial responsibility for carrying it out to the stage of completion contemplated in the application, should funding be approved. ' See Exhibit C 2. If application is submitted by an individual, provide the guarantee of a financially responsible: sponsor. Does Not Apply t. $ I r , • I ...r. -.;i �..FakliC3n�F.,,,:'?s::ai;G�ak� - .. ... - ��J�.�.,. �� r. :, .. ... ,. i G. PRIOR RECIPIENT'S REPORT (IF YOU RECEIVED PRIOR ATAC FUNDS): (Attach additional sheets, if needed): 1. How did you use the funds? 2002 funding allowed the LCAG to create awareness on the island via marketing. Having a physical location enabled the LCAG to host special events to establish its presence. Funds were used for the following activities: 1. Participated in the Hilton Head Island Chamber of Commerce Meeting Planner Invitational. 2. Participated in meeting planner faro with Marriott Beach & Golf Resort. 3. Established relationships with Hotel/Resort concierges; provided properties with flyers for special events (see exhibit D). 4. Direct mail program to membership of National Black Meeting Planners Association and African American Travel Conference. 5. Distributed rack cards at the Hilton Head Island Chamber of Commerce visitor center (see exhibit E). 6. Ad placement: Travel Host magazine, Sweetgrass basket direct mail promotion, Chamber of Commerce visitors guide, Chamber of Commerce Meeting Planner and Group Tour guide (see exhibit F). 7. Distributed brochures. 8. Direct mail membership drive campaign. 9. Produced web site (see exhibit G). 2. What impact did this have on the community or benefit tourism? The LCAG has filled a cultural void on Hilton Head Island. The visitor center has distributed neatly 500 rack cards, to interested tourists, since August. Year-to-date 80% of art sales came from out-of-town visitors. The LCAG provided programming for 4 spouses programs and two family reunions. 68% of those attending these programs were from out-of-state, with an additional 22% being from outside the Beaufort County area. (At each special event we provide area for area properties, we generate a mailing list of participants in order to track the visitors.) The February art exhibit experienced another record. year in attendance and sales. 62% of sales were purchased by individuals from out -of town. 3. Provide the previous two years and current year budgets. See Exhibit H. 4. Include the total annual funding received each year that you applied. c i G. PRIOR RECIPIENT'S REPORT (IF YOU RECEIVED PRIOR ATAC FUNDS): (Attach additional sheets, if needed): 1. How did you use the funds? 2002 funding allowed the LCAG to create awareness on the island via marketing. Having a physical location enabled the LCAG to host special events to establish its presence. Funds were used for the following activities: 1. Participated in the Hilton Head Island Chamber of Commerce Meeting Planner Invitational. 2. Participated in meeting planner faro with Marriott Beach & Golf Resort. 3. Established relationships with Hotel/Resort concierges; provided properties with flyers for special events (see exhibit D). 4. Direct mail program to membership of National Black Meeting Planners Association and African American Travel Conference. 5. Distributed rack cards at the Hilton Head Island Chamber of Commerce visitor center (see exhibit E). 6. Ad placement: Travel Host magazine, Sweetgrass basket direct mail promotion, Chamber of Commerce visitors guide, Chamber of Commerce Meeting Planner and Group Tour guide (see exhibit F). 7. Distributed brochures. 8. Direct mail membership drive campaign. 9. Produced web site (see exhibit G). 2. What impact did this have on the community or benefit tourism? The LCAG has filled a cultural void on Hilton Head Island. The visitor center has distributed neatly 500 rack cards, to interested tourists, since August. Year-to-date 80% of art sales came from out-of-town visitors. The LCAG provided programming for 4 spouses programs and two family reunions. 68% of those attending these programs were from out-of-state, with an additional 22% being from outside the Beaufort County area. (At each special event we provide area for area properties, we generate a mailing list of participants in order to track the visitors.) The February art exhibit experienced another record. year in attendance and sales. 62% of sales were purchased by individuals from out -of town. 3. Provide the previous two years and current year budgets. See Exhibit H. 4. Include the total annual funding received each year that you applied. Exhibit A Line-item Budget for Project Income ATAX — Hilton Head Island $ 25,000 Grants $ 35, o be applied for) Artist Memberships ,500 Patron Memberships $ 5>0 Art Sales $ 25,000 Gift Shop Sales $ 15,000 Spouse Programming $ 4,500 Family Reunions $ 3,000 Workshops/Demomstrations $ 2 500 TOTAL $117,500 Expenses Gallery Interior Renovations $ 5,000 Furniture/Office Equip. $ 2,500 � Computer Equipment " $ 3,000 Rent , $18,0 00 Marketing/Advertising $28,500 Web Site $ 1,000 Artist Commissions $15,000 Cost of Goods Sold $ "7,500 i General & Administrative $15,000 Taxes Postage and Supplies Clerical Support (Part-time) Electricity/Telephone $ 1,500 Credit Card Expenses $ 1,400 Insttuctom0emonstrators $ 2,000 ?(R-� Entertainment/Receptions $ 3,500 1 TOTAL $103,900 L � 7 t f rg 0 Ezbibit B Low Country Artists' Guild Balance Sheet FY January-December 2001 Income Art Sales $ 2,750 Curator Fees $1,250 Membership (In-Kind) $2,750 Membership (Actual Gift) $, 675 Officer Investment $ 2,500 TOTAL $ 9,925 Less In-Kind $ 2,750 NET $ 7,175 EXPENSES ` �i Artist Commissions $1,650 Reception Expenses $ 500 } Office Supplies $1,450 . Postage Stationary Computer Supplies. Advertising $2,688 TOTAL $6,288 NET (CARRYOVER INTO 2002) $ 887 Fl t .. t `L � Y t, � �, , k j• ter, 3 R�,�^ � t"T t i X: Low Country Artists' Guild Board of Directors and Officers s i Board of Directors Ms. Iva Welton, Chairperson Dr. Clarence Edmondson Ms. Diane Britton -Dunham Ms. Arianne King -Comer Ms. Gwendolyn Prioleau Mr. Anthony Marshall Mr. Robert Thomas Oflicero Ms. Janice Malafronte, President Mrs. Deborah Edmondson, Vice -President t t 'fr i i 1 � 9 MEMO C f SdtUird L �1_-`'l rq.`j 4th io ;Ap. Pre�i is 'r!M Cufturaf-Affair' Noon -4:00 pm 4:00 nm - 6:00 pm Interactive Cultural Demonstrations Artists' Reception Gala Featuring hidigo Artist: ArianneKing-Comer Showing: Shirley Hunter, Arianne King -Comer, Sweet Grass Basket Sewer: Jery Taylor Diane Britton -Dunham, Quilter Marci Tressel, Jery Taylor, Alva, James Denmark Native American Presentation Entertainment Provided By: The Gullah Kinfolk 4:30nm - 5:30pm ,,`, :..� r_ �;. Hilton Head Art League Gallery Suite 207 i r� J Pineland Station Shopping Center Hilton Head Island, South Carolina 843-597-0505 I ,ha 1 i4r 1�1 I ,,SM, .� n°, ih�ua' >'w: i`fi'.tiz TA3 ■ .. i ,/ ,_.,.t .. .� 5 � . rfis�tJ, u EL 2E C z_oOa•e�°°a,� ��_ LV j? n•a z�^ �n~�m 1�� IL jz H 7 4. n •� o a � y o o � � _t` .. ig .. -r�r : fr o n o ' � 5 � oo '� i• � Ste` :,�. �o Xtt 0.0 n O u t aha: a y�v "ti P.' G o t _I o a• o 3 x c< 5 EL 2E C z_oOa•e�°°a,� ��_ LV j? n•a z�^ �n~�m 1�� IL jz H 7 4. n •� o a � y o o � 0 c c = n0 0 n rt a o ^ o n EL 2E C z_oOa•e�°°a,� ��_ LV j? n•a z�^ �n~�m 1�� IL jz y o �l 0 n rt a yam, T_ o y ^ = 0 6 o - m ,.77-7,.-� 71 . Nh THE ARTISTS ART GALLERY ER1/IC�S SEMINARS GIF SHOP' iCINTAC-T11111SI gThe Mission of The Low Country Artists' Guild: Aggressively promote the arts and culture of the Low Country. _I 'I _The Low Country Artists' Guild was ,I established in the Fall of 1998. Its mission, simply, is to aggressively promote the arts and culture of the Low Country. At first, artist showings were only available by appointment. As the 1 ,organization continued to develop, artists' receptions were held on a quarterly basis. In 1999 the Guild hosted the openin reception for De Aarts Ob We People, the art exhibit of the Native Islander Gullah Celebration, and has since been the curator of that annual exhibit; and in ��'�j 2001 the Low Country Artists' Guild presented '; �r1 "Evening with the Artist Gala" a BRAVO Celebrate the Arts event. Additional consumer services were also added, such as the Gullah Cultural Retreat and Gullah Foods By Mail. On February 12th; 2002 the Low Country Artists' Guild Gallery opened. The opening show featured various artisans, some of Gullah descent, deoictina scenes from traditional African, Gallery in Pineland Station on Hilton Head Island. A unique entity, the Low Country Artists' Guild AMd " has been featured in Pathfinders, Black Meetings and Tourism, Essence, Black Enterprise, Lifestyles and American Legacy Magazines; as well as a special T I Dail Show 71 Jf1L TiJ� dfAi h: x111 5�I11r/ �=f1111JJfJ �lff �I1J� rfifilvc1 Jj segment of the rave Y Low. Country Artist' Guild © Copyright 2002. All rights reserved. i ;� jwrc•3.c•nm pnn(rrcriou http://www.guilahgeechie.com/ 9/20!2002 Low Country Artists' Guild Budget FY 2000 Income Art Sales $ 3,500 Curator Fees $ 1,250 ' Membership (In -Kind) $ 2,750 Officer Investment $1,500 TOTAL $ 9,000 Less In -Kind $ 2,750 NET $ 6,250 EXPENSES Artist Commissions $ 2,100 Reception Expenses $ 2,000 Office Supplies $ 1,450 Postage Stationary Computer Supplies Advertising $ 250 TOTAL $5,800 NET (CARRYOVER INTO 2001) $ 450 1K i G r. - 4 "aj �. H' d �`x ON P u • • '..Tieal s.�>. '15•f4 d .� .. .. z ��.. .vk�1�W��4��_�� vt T. .. . _ _ Low Country Artists' Guild - Budget FY 2001 Income Art Sales $2,750 Curator Fees $1,250 Membership (In -Kind) $2,750 Membership (Actual Gift) $ 675 Officer Investment $2,500 TOTAL $9,925 Less In -Kind $2,750 NET $7,175 EXPENSES Artist Commissions $1,650 Reception Expenses $ 500 Office Supplies $1,450 Postage Stationary Computer Supplies Advertising $2,688 TOTAL $6,288 NET (CARRYOVER INTO 2002) 887 IM A N ! -', W I R I I'M RF Low Country Artists' Guild . Budget FY 2002 Income ATAX Hilton Head $20,000 Art Sales $ 4,800 Artist Membership $ 2,250 Patron Membership $ 875 TOTAL $27,925 EXPENSES j (1' Artist Comrissions $ 2,900 ' Reception Expenses $ 2,975, Marketing/Advertising $10,793 Professional Memberships $ 615 HHAL Commission ` $ 802 Rent (Nov/Dec) $ 3,000 TOTAL $21,085 NET (ANTICIPATED CARRYOVER INTO 2003) S 6,840 f ti 1 I, f 1 } j) y' F f L 5z t: j. . 11 • ... t Tt��t�A,J;--?? S k�i♦ , � �{ �,�r,p >��pY t� alj 1 .' '��:'�� p� „1 ii I i Hilton n Head Art league • P.O. Box 22834 •Hilton Head Island, South Caroline • 29925-2034 •843-681-5060 ,, r,�:; Art league MEffiORA"UM To: Accommodations Tax Advisory, tt From: John Diamond, Treasurer Date: 22 October 2002 RE: ART LEAGUE TOURISM I PACT The, four attachments provide additional information on tourist participation in Art League activities during fiscal year 2002/03 as requested during our hearing before ATAC on 17 October 2002. ■ Attachment I—Summary—Shows that total tourism impact will be $446 thousand including $241 thousand spent by students, spouses, and instructors visiting Hilton Head to attend studio workshops. Spending of $241 thousand was estimated at $200 thousand in the original submission. ■ Attachment II—shows the details of allocations from } operations to programs with tourism impact for centralized services such as accounting, gallery administrator, publicity professional, gallery insurance, and the like. ■ Attachment III -Summarizes the basis for estimating the percentage of tourism participation by program. Attachment IV—Summarizes estimated spending by ■ studio workshop participants. r ' The Art League is pleased to submit this additional information in c support of our bed tax grant request. Please call me if you have any questions, (686-5410). I-� i►i►►►i► 1-11-1nr► i1.i►►►i► LlU1 1U 1 1LlUi i Ll iii i Adlainra- I IExec D"Cl I Professional for Fees and Fees and Postage Expenses;— Insurance" TOTAL I OPERATIONS__ STUDIO WORKSHOPS NATIONAL JUR.IED SHOW - PINELAND GALLERY 22 October 2002 :v �7 Mf Sh 'S MAR, 'M iSi 22 October 2002 :v �7 Mf Sh 'S MAR, 'M HILTON HEAD ART LEAGUE ATTACHMENT HI— PERCENTAGE OF TOURISM PARTICIPATION STTIDIO WORKSHOPS -75% i • Over the past several years, between 73% and 77% of each year's students have been visitors to the island. • Last year there were 165 visiting students (75% of the 220 total) from 27 states. NATIONAL JURIED SHOW -770/o • In 2002, 77% of the entries were from outside South Carolina. • There were 663 entries from 42 states, Quebec, Ontario, and Puerto Rico. C. PINELAND STATION GALLERY -530/o The gallery welcomed 12,000 visitors in fiscal year 2002. • `53% of these persons were visitors to Hilton Head, and they came from 40 states and S foreign countries. e •� • Tourists accounted for 29% of gallery sales. laM d;. 4ea�" 4r i; 4 i 1 I 1 f t 4. 1! I{ ' l .�, p qye/:.!y,{ y.f+Ji, { �, �a+'�.. ,.�Jy.� �+" �.', a • a y y }4y rtyt�i Fyhy.9t i C HILTON HEAD ART LEAGUE ATTACHMENT IV --ESTIMATED CPFSNDTNG OF STUDIO WORKSHOP PARTICIPANTS • r �u >n ( �)� ;z,_'N '% 4e"�,c,.��, y� t'�;t ��^'t'tn�� tirr'�ij L�wcif,�;ltz�"tii''ftift, ui j��.7,r'a�`,'�C�T'!,�'>Yfir3�Au1;�';`ifrSXr+. misceuaneous -Based on 165 (75% of total :11 � n -,r 2 "a � t ra NsO R} v y 3�<i T_+N,9:t7_!�'srCxKkl •ti�..'',.�,?t;: Y. �4 .:�.;`d�is' 'f��rriivii�i"t�S�L:.,�f+: {P*.f 6 1 li —About .je-th" rent cars. --25% of students bring spouses. i?it aayr.,c (�Qs�`�� fl �,7.a-i. L":4..a-i ,t o it5�3� Sr.+u�,,..h v�'a,.-m•,a.�i;L, z•�E t yf • w 1 1IS i i TOWN OF HILTON HEAD ISLAND One Town Center Court, Hilton Head Island, S.C. 29928 (843) 341-4600 Fax (843) 842-7728 http://www.ei.hilton-head-island.sc.us October 9, 2002 'Thomas D. Peeples Mayor Ms. Mary rY C. Apostle Mayor ProTem Tire Art League ofHillon Head, Inc. 1.r9 Sand Fiddler Council Memb_Hilton Head Island, SC 29928 ' Willie (Bill) FergM: TOUriSm Benefits _ Kenneth S. Heitrke W. J. (Bill) Mott -LL John saray. ' Dear Ms. Apostle • George W. Williams, Jr. Thank you for your application for Accommodations Taz funds. You are scheduled to appear Stephen G. aileybefore the Accommodations Tax AdvisoryCommittee in Towri Hall Council Chambers (One Town Manager Town Center Court) on Thursday, Ootober 17, 2002 at 10:40 A.M. You are requested to be present at least 15 miluies before your presentation and are expected to spend 30 to 60 minutes at the hearing. Please be preps ed to discuss your organization's long- range goals and the role that bed tax funds will play in the future. Please nate that the Accomm6da46n Tax Oversight Commiftee and the Department of Revenue C `7 have determined that all applicants for Bed Tax do)lars must show a tourism impact from their program or event. Impact will be measured by the percent of tourist`s.that are participating in each applicant's program. This percent will be the basis fof wbat.p6r6eritUthe total, oost that can be approved by the ATAX Committee. A tourist is defined as a visitoi coming to Hiltog Head Island (not'on business) from more than fifty miles away. ry Also, please find attached a copy U2002 fATAX Applicants. If you have a financial relationship with another applicant on the list, please be prepared to disclose.the nature and extent of your j relationship. Please be prepared to discuss your relationship with The Self Arts Center, and your I impact on tourism. Ve\\\ry truly yours, s y David Warren, Chairman y Accommodations Tax Advisory Committee CC: Steve Riley, A1CP Accommodations Tax Committee DW/hb ti t Mi3 ' , WW7; 7fAb` Rev. 8/02 ACCOMMODATIONS TAX ADVISORY COMMITTEE TOWN OF HILTON HEAD ISLAND, SOUTH CAROLINA ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION } RECFIVPQ cFp t q 2002 For Office Use Only Date Received: Time Received: By; (Applications will not be accepted if submitted after 4:00 P.M. on September 20, 2002) Date: Sept 20, 2002 Total Project Cost: $369,150 Total Amount Requested: $35,000 SUBMIT 15 COMPLETE COPIES OF APPLICATION C'' ANSWERS MUST BE TYPEWRITTEN . A. PROJECT NAME: The Art League of Hilton Head - Tourism Benefits B. ORGANIZATION: The Art League of Hilton Head, Inc. Sponsor Name: Mary C. Apostle Title: President a l' Sponsor Address: 19 Sand Fiddler', Hilton Head Island SC 29928 Sponsor Phone: 671-5337Contact Name: John P. Diamond Title: Treasurer Contact Address: 16 Kings Tree Road, Hilton Head Island, SC 29928 C9 ~ ;y ' f Contact Phone: 686-5410 i T P � c,c gi�7,'� r Y' N 75fIP![ fir. C. DESCRIPTION OF PROJECT 1 and 2 — General and specific description THE HILTON HEAD ART LEAGUE IS A MEMBERSHIP ORGANIZATION DEDICATED TO PROMOTING THE VISUAL ARTS AND TOURISM, AND IS CELEBRATING ITS THIRTIETH ANNIVERSARY THIS YEAR • The Art League was begun in 1972 with 20 charter members and currently has over 800 members, half of whom are artists • The purpose of the Art League is to: —Be the catalyst to establish Hilton Head as the most exciting and creative art center of the Southeast —Promote tourism through workshops, National Juried Show, Pineland Station Gallery, and establishing and maintaining a stimulating cultural environment —Promote public and community interest in the visual arts —Provide opportunities for members to showcase and sell their work —Assist artists of all ages to enhance and develop their artistic skill —Encourage and support the training of young artists —Introduce the visual arts to the community, including artists and visitors, through exciting events, workshops and arts related activities • The Art League is affiliated with the Self Family Arts Center and enthusiastically supports its efforts MAJOR ACTIVITIES OF THE ART LEAGUE INCLUDE THE GALLERY, WORKSHOPS, SEVERAL ANNUAL SPECIAL EVENTS, AND OPERATIONS SUPPORT • Gallery - one thousand eight hundred square foot gallery in Pineland Station provides an opportunity for member artists to showcase and sell their art to both tourists and island residents. There is a new Artists Showcase every six weeks at the gallery in Pineland Station in which an individual artist is featured. The duration of showcases will be reduced from six to four weeks in the current fiscal year to give more members the opportunity to be featured, and to increase gallery revenue. The month of January is dedicated to Student Art Reach, featuring the work of local high school art students. There is a Holiday. Craft Show every November/December • Workshops — Weeklong workshops in several media are led by instructors with national reputations, The number of workshops has been increased to fourteen for fiscal year 2002/2003 compared with thirteen the previous year and eight to nine a few years ago. Increasing the number of workshops improves their economics because of the high fixed cost of advertising, promotion and administration. These workshops attract a nationwide group of artist students, most of whom are visitors to the Island. Last year 162 visiting students (73% of the 221 total) from 27 states attended the workshops. All workshops are held in the Disney Studio in The Self Family Arts Center. • Annual Special Events— are major events for attracting tourists and for community involvement —National Juried Art Show at the Greer Gallery of The Self Family Arts Center—features over 100 award-winning artworks selected from several hundred entries from across the country by a national panel of art jurors, Last year's 663 entries were received from 42 states, Quebec, Ontario and Puerto Rico — Members Art Show at the Greer Gallery of The Self Family CArts Center — is the annual opportunity for Art League members to showcase their best work at the island's finest public art gallery — Art and Flower Festival, SC Yacht Club — Floral arrangements designed -to complement artwork, a fashion show, and brunch are features of this annual fundraiser for the Art League's scholarship fund —Sidewalk Sale — outside the Pineland Station gallery attracts many island residents and tourists to this annual Saturday event. —The Art League Student Scholarship Fund is funded by several Events, which are held on alternate years — Fabulous Fakes, Sunset Dinner Cruise, and Artist's Studio Tour. r u. L( • Operations — publish a monthly. newsletter to bring members the latest news about area art events and achievements of its members; conduct membership for several and fundraising activities; maintain databases members and of thousand artists nationwide who are prospective participants in workshops and. exhibitions; and provide financial and administrative support for all Art i League activities. a _ t", • Workshops and the National Juried Show are promoted through advertising in national art publications, on our web site; and by sending brochures to a ' 2 C targeted mailing list of several thousand in 47 states at a total annual cost of about $25,000 • The ArtLeague's activities are under the leadership and guidance of a volunteer Board of Directors, which meets monthly. The Art League depends heavily on volunteers to implement all of its programs, including manning the gallery on a year-round basis. Art League members are also the major source of volunteers for the Greer Gallery of The Self Family Arts Center. Paid personnel include the half time Art League administrator who is responsible for accounting; three members work on a part time basis and are responsible for workshop administration, publicity, and gallery administration THE FISCAL YEAR ENDED NNE 30, 2002 WAS A YEAR OF CONSOLIDATION FOR THE ART LEAGUE • The Art League achieved record attendance in the Pineland Station gallery (opened October 1, 2000), record entries in the National Juried Show, and record workshop attendance— despite an initial slowdown following the September 11 terrorist attacks. • Agreement was reached with the Low Country Artists Guild for their artists to utilize a designated section of our Pineland Station Gallery for an initial one year period through December, 2002. • Integration of the new Executive Director was not an unqualified success, and her contract was not renewed after its expiration on June 30, 2002. However, several valuable lessons were learned and a part time Gallery Administrator has been hired (at less than half the cost) who will assume many of the key tasks that had been assigned to the Executive Director. • A major planning effort was initiated to establish an Art League Learning Center with the objective of continuing to expand workshops during the September to May period, and to establish a new summer series focused specifically on attracting tourists. Capacity constraints at the Self Center's Disney studio during the September — June period, and total lack of availability during the summer months indicate that an additional venue will eventually be required. However, establishing the Learning Center is on hold while the search for a suitable and economical rental location continues. • The Art League fell short of its financial targets for the year, incurring a loss of $15,000 compared with a budgeted breakeven, as shown in Appendix A. This shortfall was due largely to a shortfall in grants/donations. C • The decline in profit from -$41,000 in fiscal year 2001 to a loss of $15,000 in fiscal year 2002 resulted from hiring the executive director (operations) and lower Pineland Station Gallery profit. Gallery rent was subsidized in fiscal 2001, the first year of operation. • The June 30, 2002 balance sheet (Appendix A) indicates that the Art League has a cash balance of $71 thousand, which includes workshop tuition deposits and the unearned portion of membership dues, which are paid on a calendar year basis. We estimate that by the time next year's dues begin to be received (December through February) the cash balance will be reduced to about $50 thousand. THE ART LEAGUE FACES SEVERAL SIGNIFCANT CHALLENGES IN THE CURRENT FISCAL YEAR • A new dues structure will be initiated for calendar 2003 because the Board believes Art League dues have not kept pace with expenses and the value which members receive, and should be more effective in encouraging contributions in excess of basic dues. In the long term the new structure is expected to generate increased revenue and a more active membership. However, in the short term the increase is likely to be offset by loss of "fringe" members who do not wish to support a dues increase. • Continued health of the Gallery and Workshops, the financial engines of the Art League, is essential—there are some early indications of a slowdown in both due to the overall economic situation and in response to 911. For example a workshop, which spans the week of September 11, 2002, has drawn less than half the expected participants. • The Leaming Center remains a high priority. Alternatives for suitable space are being pursued, and there is a possibility of find a partner who would share the expense and risk. Specific priorities and measures of success have been established and r µ a approved by the Board, and include the gallery, workshops, membership, fund ii raising, and enhancing and supporting volunteer participation x' la • The process of strengthening and upgrading the Art League's management ! practices which was begun with an ATAC grant two years ago is still on track 3. Impact on or benefit to tourism THE ART LEAGUE DIRECTLY BENEFITS TOURISM, IN ADDITION TO BEING AN ARTS/CULTUAL ACTIVITY, AND IS ACTIVELY WORKING TOWARD MAKING HILTON HEAD ISLAND THE ARTS AND CULTURAL CENTER OF THE SOUTHEAST • The Art League is sponsoring fourteen workshops at the Self Arts Center in . the 2002-2003 season. Based on registrations to date and previous year's experience, over 75% of the 240 participants this year will be visitors to Hilton Head, and will coin from 25 states and three foreign countries. About one fourth of the visitors are accompanied by spouses who take advantage of other Island activities • We conservatively estimate that these visitors contribute over $200 thousand annually for hotels, restaurants, car rentals, recreation, tuition and the like. Many of the most popular workshops take place in the winter months, providing an additional attraction during off peak months • About eight thousand high quality brochures promoting Hilton Head, the Self Arts Center, and the Art League workshops are mailed to a targeted audience each year, and $6 thousand is spent on advertising in national art publications • The Art League plans to continue to increase the number of workshops, and will add a summer series specifically targeted at tourists when a suitable venue can be found ` • The National Juried Show prospectus is also mailed to over eight thousand artists each year, and last year drew 642 entries from 42 states. There is also a limited advertising budget in art periodicals • The Pineland Station Gallery drew over 12 thousand visitors last year, 53% of whom were visitors to Hilton Head. They came from 40 states and 8 foreign countries, and island visitors accounted for 29% of gallery sales of $105 thousand ' • The two shows which the Art League sponsors each year at the Self Center—National Juried and Members Show—are also significant draws for 1 island tourists. (tz • The Art League spends a total of $25,000 annually promoting Hilton Head Island, the Art League at the Self Family Arts. Center through national X. i advertising, direct mailing of brochures and our web site i 5 , a i C. � S t g w� i{ .fix � ay.� ,r,, P c�.}„ °�'y.�1 Mxi J`� ��N 'i• � ��fic�.r' �' , ..t. 1p,i 4. Projection Duration • The Art League's current fiscal year commenced July 1, 2002 and runs through June 30, 2003 • The gallery and operations run throughout the year, the workshop programs run from September through June, and special events take place during virtually the entire year 5. Permits Required—None 6. Other comments The Art League experienced a small financial setback last year following two years of surpluses. The Art League remains in strong financial condition. D. FUNDING I 1. Source of Funds • The Art League's principal sources of funds are membership dues including donations from members, art sales at the gallery, studio workshops and several special events We have attached in Appendix A the balance sheet and income statement for the year just completed June 30, 2002 and our budget for the current year which began July 1, 2002 2. The Art League has not requested funds from other sources or organizations for this project. .! 3. Contributions to the project by the sponsoring organization • Based on past history, we anticipate that Art League members will. contribute about $132 thousand to Art League revenue in the current fiscal year, as }� 1� shown in the following table 6 i 57 M. t - s CONTRIBUTIONS BY ART LEAGUE MEMBERS TO FISCAL 2002-2003 sfY BUDGET �. Total Budget Member Contributions Membership Dues & Contributions $33,000 $33,000 Gallery Art Sales 86,500 9,500 Gallery Hanging Fess 14,000 14,000 Studio Workshop Tuition 111,050 27,800 Nat;0nal Juried Show Ai'# Sales 16,000 8,000 , Award Sponsor 10,000 2,000 Entry Fees 12,000 4,000 Member's Show Art Sales 6,000 3,000 Entry Fees 2,500 2,500 Art & Flower Show 8,400 5,000 Thirtieth Anniversary 10.000 9,000 Subtotal $309,450 $117,800 Grants/Donations 3,000 All Other 28,200 14,000 ATAC Grant* 28,500 Total $369.150. $131.800 *Balance of 2002 Grant ($11,000 remaining of $20,000 total) plus half of requested 2003 Grant ($17,500 or half of $35,000) a� 1 �j i E. FINANCIAL INFORMATION 1. The budget for the fiscal year beginning July 1, 2002 is summarized below and 3 details are shown in Appendix A. The Art League is'requesting a block grant from the Hilton Head Island Accommodation Tax Advisory Committee SUMMARY OF FISCAL 2002/2003 BUDGET e INCOME EXPENSE- NET Operations $66,600 $78,575 ($11,975) Gallery Pineland Station 121,450 112,525 8,925 Workshops 111,050 106,625 4,425 Special Events National Juried Show 39,200 38,450 750 Member Show 8,450 8,180 270 Art & Flower Show 8,400 6,700 1,700 Artist Studio Tour 4,000 700 3,300 i Scholarship Awards -0- 8,000 (8,000) Thirtieth Anniversary 10,000 10,085 (85) Total $369.150 $369,840 690 We believe this budget is both conservative and achievable. The key underlying assumption of revenue and expense include low inflation and a very modest rrate of economic growth. 2. The balance sheet and income stlement for the fiscal year ended June 30, 2002 is included in Appendix A. I g� F. FINANCIAL GUARANTEES 'v A copy of the official minutesof our Board approving the submission of this request and the Board's commitment to complete this project is attached. (Appendix B) 8 .,V,, `- , rir ( G. PRIOR RECIPIENT'S REPORT • The Art League received approval for a block grant of $20,000 for calendar year 2001. • Half of this amount ($9,000) was received in the fiscal year ending June 30, 2002 and was based on invoices and supporting documentation submitted to the Town of Hilton Head Island. • The impact on tourism has been significant —Increase in the number of tourists visiting the Pineland Station Gallery i (58% of total gallery visitors) j —Increase (about 201/o) in number of island visitors attending workshops -About $25,000 spent on promoting Hilton Head Island to potential tourists • The impact on the Art League's operations has been significant C. —The fiscal year ended June 30, 2002, was a year of consolidation following two years of a major financial turnaround —Extensive planning for a learning center —The gallery and workshops continued to perform well • The following observations are relevant to the impact of a stronger Art League ._' —Community impact — The Art League is in solid financial condition vl and is in a position to continue growing with the community — e. g gallery, participation in the Bravo program, expanded student scholarship program and expanded workshops ka{ a —Tourism impact — A solid,and growing Art League supports Hilton Head's ability to attract tourists interested in the arts, supplementing the traditional golf, tennis and water sports attractions. The workshops, gallery and special events have demonstrated tourism appeal. 9 � ats+ — ^.-.rr• ^�+�'— � i'•`"YT P � g?' ��q�� N �r"� �r t ''4� • The previous two years actual results (fiscal 2000/2001 and fiscal 2001/2002) are included. in Appendix A. • The current year's budget (fiscal 2002/2003) is also included in Appendix A. • The information in Appendix A includes the total annual funding received in the previous two years and current year budgets l:r 1 r1 rF r. l�i��-r�i ►•� r 1 r1 ► il= � :=�, -�, I I` 1 ► Ll ITS 1-1 1 11 Ll 1_I 11_ _I Run Date 09' 1�0,02 001 The Art League of -Hilton Head, Inc. Page I Time 13:3 Preliminary Eudget Report for, Fis, Xea. Beginning 07/01/2002 Corlsolidated Income Statement 9, .2 O -Z Xjr -?dcvl Proposed Current Net Current Year Prior Year Operations Budget Budget Change Var Actual Actual Gallery - Sea Pines -11,975.00 -19,475.00 7,500.00 -38.51 .36,674.11 8,470.41 Studio .00 .00 .00 4,425.00 5,900.00 -1,475.06 .00 -25.00 .00 4,606.92 596.50 -2,768.12 National Juried Show 750.00 300.00 450.00 150.00 2,477.69 5,730.78 Member's Show 270.00 1,400.00 -1,130.00 -80.71 327.16 1,309.86 Sunset Cruise Art & Flower Show .00 .00 .00 1,700.00 3,000.00 -1,300.00 .00 -43.33 .00 1,956.42 2,200.75 2,663.73 Artists' Studio Tour 3,300.00 .00 3,300.00 .00 .00 Scholarship & Education .8,000.00 -3,150.00 -4,850.00 153.97 .4,000.00 .00 -4,058.91 Gallery - Pineland Station 8,925.00 11,895.00 -2,970.00 -24.97 13.917.91 27,159.79 Construction of Pineland Station Gallery .00 .00 .00 .00 .00 Fabulous Fakes .00 .00 .00 .00 2,391.44 .00 Thirtieth Anniversary .......................... -85.00 .00 -85.00 .00 .00 .00 .00 Total Net Income .......................... ...................................... -690.00 -130.00 -560.00 .......................... 430.77 .......................... -14,996.57 41,304.79 is .5-,V /"-,e X --Wo r -V ✓c -P^, Or -7 dr -7 .7e0/s' RX, U Run Date 09.13. 002 Time 11:14 INCOME 001/4010 Membership Dues 001/4020 Grants/Donations 001/4025 ATAC Grant 001/4030 Investment Income 001/4035 Katie Darragh Memorial Fund 001/4040 Miscellaneous Income Total Income 001 The Art League of -Hilton Head, Inc. EXPENSE Preliminary Budget Report for Fi)Year Beginning 07/01/2002 Opera ions ry�oo7 001 ,4 -s --700.z Proposed Current Net Budget Budget Change Var 33,000.00 33,000.00 .00 .00 3,000.00 10,000.00 -7:(100 4C -70.00 28,500.00 37,500.00 -9,000.00 -24.00 2,000.00 3,700.00 -1,700.00 -45:5 .00 .00 .00 .00 100.00 500.00 -400.00 -80.00 .......................... .......................... 66,600.00 .......................... 84,700.00 ............... -18,100.00 •21.37 Current Year Actual 32,490.00 3,888.50 23,000.72 2,950.63 .00 195.19 .......................... 62,525.04 Page l fy adei Prior Year Actual 31,900.93 2,361.00 24,517.83 4,401.64 510.00 539.18 64,230.58 1. �; �: 1 ;5,� f (, . R +¢•!�; ,r 'l j{FAy,• � Y 1. { V}t � I fl { EXPENSE Operating Expense 001/5011 Tax Return 900.00 900.00 .00 .00 900.00 850.00 001/5012 Publicity Professional Fees 9,000.00 9,000.00 .00 .00 9,000.00 6,000.00 001/5013 Postage 3,900.00 5,400.00 -1,500.00 -27.78 3,475.90 5,170.99 001/5014 Insurance 2,000.00 2,000.00 .00 .00 1,800.00 1,982.00 001/5015 Printing/Mailing 1,100.00 1,200.00 -100.00 -8.33 858.68 1,048.51 001/5018 Advertising/Publicity 800.00 1,000.00 -200.00 -20.00 100.00 .00 001/5019 Contributions 200.00 400.00 -200.00 -50.00 150.00 425.00 001/5020 Taxes - Beaufort County 150.00 125.00 25.00 20.00 141.05 120.87 001/5021 Miscellaneous Expense 500.00 200.00 300.00 150.00 459.57 154.00 001/5025 Bank Charges 650.00 50.00 .......................... 600.00 ............... ***"** .......................... 641.74 .......................... 32.50 .......................... Total Operating Expense . .......................... 19,200.00 20,275.00 -1,075.00 -5.30 17,526.94 15,783.87 Pineland St. Administration Expense di 1 001/5101 Administrator Fees 26,000,x;0 24,000.00 2,000.00 8.33 25,104.50 23,904.00 Office Rent 1,800.00 1,800.00 .00 .00 1,650.00 1,650.00 t` I�001/5102 001/5103 Telephone 2,800.00 2,000.00 800.00 40.00 .2,709.27 1,967.90 !! 001/5104 Office Supplies 001/5105 Computer Hardware & Software 1,500.00 1,000.00 1,500.00 1,000.00 .00 00 .00 .00 1,386.52 1,987.13 1,107.30 2,298.99 Hifi 001/5106 Office Furniture & Equipment 500.00 500.00 .00 .00 .00 718.18 001/5107 Executive Director Fees 16,875.00 44,000.00 -27,125.00 -61.65 40,555.50 00 !,; 001/5190 Miscellaneous Expense 800.00 100.00 700.00 700.00 792.23 4.24 .......................... Total Pineland St Administration Expense .......................... 51,275.00 ...... 74,900.00 ,- ....:............... -23,625.00. .......................... 31.54 .......................... 74,185.15 31,650.61 1. �; �: 1 ;5,� f (, . R +¢•!�; ,r 'l j{FAy,• � Y 1. { V}t � I fl { . "}f..., ' '01 1 - Run Date 09.13-2Q02 Time 11:14 001 The Art League oj.-Hilton Head, Inc. Preliminary Budget Report for FisYear Beginning 07/01/2002 Page 001 Operaffons Proposed Current Net Current Year Prior Year Budt Budt Chanize Var 01, Actual Actual Newsletter Expense 001/5201 Printing 2,800.00 3,300.00 -500.00 -15.15 2,553.67 3,248.48 001/5202 Other Expense 1,900.00 1,700.00 200.00 ....................... .......................... 11.76 1,738.27 1,640.41 Total Newsletter Expense .......................... ............... 4,700.00 5,000.00 -300.00 .......................... -6.00 .......................... 4,291.94 4,888.89 Membership Expense 001/5301 Printing 3,200.00 3,500.00 -300.00 -8.57 3,054.14 3,436.80 001/5302 Other Expense 200.00 500.00 -300.00 .......................... -60.00 140.98 .00 Total Membership Expense- .......................... .......................... ............... 3,400.00 4,000.00 -600.00 .......................... -15.00 .......................... 3,195.12 3,436.80 Total Expense .......................... .......................... .......................... ............... 78,575.00 104,175.00 -25,600.00 .......................... -24.57 .......................... 99,199.15 55,760.17 Net Operating Income .......................... .......................... ........................ . ............... -11,97.5.00 -19,475.00 7,500.00 .......................... -38.51 ............... -36,674.11 ........... 8,470.41 oli R,- !F -� Run Date 09.13.2002 001 The Art Leagueo Ilton Head, Inc. Time 11:14 1 Preliminary Budget Report for FK )Year Beginning 07/01/2002 Page 002 Gallery -Sea Pines Center ffloep i'Y.too2 �'%.,?ure/ Proposed f'y•,Zoo�.-. Current Net Current Year Prior Year Budget Budget Change Var Actual Actual INCOME 002/4010 Art Sales .00 .00 .00 .00 .00 7,537.07 002/4011 Featured Artist Art Sales .00 .00 .00 .00 .00 6,005.00 002/4020 Hanging Fees .00 .00 .00 .00 ............... .00 .......................... .......................... 2,000.00 .......................... Total Income .......................... .00 .......................... .00 .00 .00 .00 15,542.07 EXPENSE 002/5010 Artist Commissions .00 .00 .00 .00 .00 9,016.15 002/5020 Sidewalk Sale Expenses .00 .00 .00 .00 .00 116.69 002/5030 Rent .00 .00 .00 .00 .00 550.00 002/5040 Rent /Overage .00 .00 .00 .00 .00 2,373.24 002/5120 Artist Showcase .00 .00 .00 .00 .00 884.86 002/5130 Advertising .00 .00 .00 .00 .00 615.00 002/5140 Supplies / Equipment .00 .00 .00 .00 .00 85.81 002/5150 Telephone .00 .00 .00 .00 .00 467.59 002/5160 Electricity .00 .00 .00 .00 .00 387.00 002/5169 Ladco Equipement Lease .00 .00 .00 .00 .00 101.85 f r 002/5170 Credit Card Expenses .00 .00 .00 .00 .00 261.15 r 002/5180 Miscellaneous Expenses .00 .00 .00 .00 ............... .00 .......................... .......................... 86.23 .......................... Total Expense .......................... .00 .......................... .00 .00 00 .00 14,945.57 .......................... Net Income .......................... 00 .......................... .00 .00 ............... .00 .......................... .......................... .00 596.50 �i ��r /�/'o7t.' ✓t A /�ivE.i G�e�...��.� i+�l� c coq y' 1�.i9✓ � c si,r.� /� ' a6? eZOeo . T.yd' iliG'.vi /a✓e`e.�.✓a v�.y�li... , 6�« e'4 --:5 e 3i .. �+' '_'...,�.•� % r �f".?+ R '''' a l�-'i : . � ...+,_s1r II�'F 7:?.,��ii�Z4�n+ - - � . F } 5, d�^-tr +ep �+y,W y.,�,yo .�c�.�}*,�°�"ira- _ �4x A �Px�TC�•Y$.�. ��r'r.s� xAs„ J �: _. - Run Date 09-13-2002 Time 11:14: 001 The Art League o-Hilton Head, Inc. Page Preliminary iminary Budge f F! A Report or vis I J'Year Beginning 07/01/2002 003 Stud10 14t- 2. Proposed Current Net Current Year Prior Year INCOME Bud a Budget Chan;ze Var 17. Actual Actual 003/4010 Tuition 003/4025 Cancellation Fees 112,550.00 2,500.00 96,725.00 15,825.00 16.36 98,274.29 81,717.50 003/4110 Other Revenue 00 2,000.00 500.00 25.00 2,400.00 1,950.00 003/4120 Refunds -.00 -4,000.00 .00 .00 -4,000.00 .00 800.00 1,200.00 ................. .00 -3,900.00 .3,300.00 Total income 111,050.00 ............... 98,725.00 ............ .. ........... :2,325.00 . . ....... ........ 12.48 .......... 97,574.29 .......... ..................•......81,567.50 .. . ........... 8 . 1 . 567.50 EXPENSE 003/5010 Instructors Fees 003/5020 Instructors Expense. 50,400.00 14,500.00 44,800.00 10,800.00 5,600.00 12.50 45,900.00 37,175.00 003/5030 Modelling Fees 3,000.00 3,000.00 3,700.00 34.26 9,141.40 9,456.53 003/5040 Rent -Studio 8,700.00 7,975.00 .00 725.00 .00 9.09 2,755.00 7,590.00 1,350.00 003/5041 Web Site 2,000.00 2,000.00 .00 2,502.50 6,930.00 003/5050 Other. Expenses 003/5110 Studio>Administrator 275.00 5,500.00 250.00 25.00 .00 10.00 257.50 .00 244.82 003/5120 Brochure 3,600.00 4,400.00 3,600.00 1,100.00 25.00 4,400.00 4,100.00 003/5130 Advertising 5,500.00 6,000-00 .00 -500.00 .00 -8.33 3,388.05 5,260.00 7,201.68 003/5135 Postage 003/5140 Telephone 3,300.00 1,800 - 00 1,500.00 83.33 2,916.43 5,439.50 3,757.75 003/5150 Office Rent 1,800.60 1,600.00. 1,400.00 1,500.00 400.00 100.00 28.57 1,727.89 1,281.23 003/5159 Supplies & Equipment 900.00 1,000.00 -100.00. 6.67 -10.00 1,295.00 736.28 1,495.00 003/5160 Hospitality 003/5169 Credit Card Expense 1,100.00 3,400.00 900.00 200.00 22.22 11010.18 2,134.68 784.53 003/5180 Miscellaneous Expense 150.00 1,500.00 11000.00 1,900-00 126.67 3,119.25 1,370.91 003/5190 Office Supplies 900.00 900.00 -850.00 00 .85.00 104.39 874.14 . .00 863 50 739.85 Total Expense ........... ........................... 106,625.00 .......................... 92,825.00 ....... ................. 13,800.00 14.87 ....... .. ....... .......................... 92,967.37 84,335.62 Net Income ....................... ............... 4,425.00, ........... .......................... 5,900.00 ............... .1,475.00 .......................... .25.60 ........... 4,606.92 ............... -2,768.12 A tF jf- ? o' ffiffiR t-w0- gm 47 01-1 -*- -- V, r* -,!:.Il , . Run Date 09.13-2002 Time 11:14 C 001 The Art League qt'tilton Head Inc. W. I Preliminary Budget Report for F Year Beginning 07/01/2002 Page E 004 National Jut ed Show -m'f a ) 0/ Proposed Current Net Current Year Prior Year Budt Budt Change Var 0/. Actual Actual INCOME 004/4010 Art Sales 16,000.00 16,000.00 .00 .00 18,795.00 9,660.00 004/4020 Award Sponsor 10,000.00 10,000.00 .00 .00 12,100.00 19,100.00 004/4030 Entry Fees 12,000.00 12,000.00 .00 .00 12,350.00 11,960.00 004/4050 Critics Luncheon 1,200.00 1,000.00 200.00 20.00 1,275.00 .00 004/4055 Opening Reception .00 .00 .00 .00 .00 904.25 004/4060 Other Revenue .00 .00 .00 .00 .00 .00 Total Income .......................... 39,200.00 .......................... ......................................... 39.000.00 200.00 .......................... .51 .......................... 44,520.00 41,624.25 EXPENSE 004/5010 Artist Commissions 9,600.00 9,600.00 .00 .00 11,277.00 5,796.00 004/5020 Awards 10,000.00 10,000.00 .00 .00 10,000.00 10,000.00 004/5030 Printing 7,000.00 7,000.00 .00 .00 6,913.27 8,684.73 004/5040 Opeqi *ng Reception 2,000.00 2,000.00 .00 .00 455.58 2,986.13 004/5050 Judges, rees 1,000.00 1,500.00 -500.00 -33.33 3,000.00 1,000.00 004/5051 Judges Expenses 1,200.00, 2,000.00 -800.00 -40.00 2,322.73 527.65 004/5054 Critic�,i Luncheon Judges Fees 300.00 .00 300.00 .00 300.00 004/5055 Critics Luncheon Expense 600.00 800.00 .-200.00 -25.00 546.07 .00 004/5060 Advertising & Publicity 400.00 600.00 -200.00 -33.33 353.49 .00 3,056.91 004/5065 SFAC Commissions 3,200.00 3,200.00 .00 .00 3,759.00 1,932.00 004/5066 SFAC Expenses 1,500.00 1,300.00 200.00 15.38 .1,484.00 1,251.24 004/5070 Credit Card Fees 450.00 200.00 250.00 125.00 446.10 136.24 004/5075 Other Expenses 1,200.00 500.00 700.00 140.00 1,185.07 522.57 Total Expense .......................... 38,450.00 .......................... .......................... 38,700.00 -250.0C ............... .......................... -.65 .......................... 42,042.31 35,893.47 Net Income ...................... ... 750.00 .......................... ........................... 300.00 450.00 ............... .......................... 150.00 .......................... 2,477.69 5,730.78 V mmoam^� — '---'— ^ ` Pan Run Date 09.13.2002__v....,.._.__..__e.__....�._.,.,a._..a._,.. 001 The Art League o Hilton Head, Inc. Time 11:1' Preliminary Budget Report for Fi Year Beginning 07/01/2002 page 006 Sunse 'Cruise Proposed Current Net Current Year Prior Year INCOME Budget Budget Cane Var Actual Actual 006/4010 Ticket Sales 006/4020 Raffle Tickets 00 .00 00 .00 .00 3,200.00 006/4040 Sunset Cruise •other .00 .00 .00 .00 .00 .00 1,420.00 .......................... .00 .00 .00 .00 100.00 otallncome .......................... .00 ........................................ .00 .00 . 00 .......................... .00 4,720.00 EXPENSE 006/5110 Cruise 006/5120 Buses 00 00 00 .00 .00 2,176.00 006/5130 Printing& Mailing .00 .00 .00 .00 .00 129.80.00 006/5150 Publicity .00, .00 .00 .00 .00 103.45 .......................... .00 .00 .00 .00 110.00 Total Expense .......................... 00 .......................... .00 ............... 00 .00 .......................... .00 ............2,519.25 ` _. Net income............... .......................... .......................... .00 ..... 00 00 .00 .......................... .......................... .00 2,200.75 it is at } Y?: hyi c - .�. ... r. .{. S.r ..} f.5.-F�..• Rf� � $ 'y' RK 1ST' w' .. �. dST. d:�,Z'I��i.��dbt�l`} �. '� .. �, ,i i Run Date 09.13• 02 Time 11:14:' 001 The Art League oilton Head, Inc. Preliminary Budget Report for Fis )Year;Beginning 07/01/2002 Page 9 008 Artists' St aio Tour ori Proposed Current.l. Net Current Year Prior Year Budget,;,,• BudF6 Change Var Actual Actual INCOME 008/4010 Ticket Sales 4,000.00 .00 4,000.00 .00 .00 .00 .......................... .......................... Total Income .......................... .......................... 4,000.00 .......................................... .00 4,000.00 .00 .00 .00 EXPENSE 008/5110 Printing & Mailing 200.00 .00 200.00 .00 .00 .00 008/5120 Advertising &Publicity 400.00 .00 400.00 .00 .00 .00 008/5130 Other Expense 100.00 .00 100.00 .00 .00 .00 Total Expense700.00 .00 700.00 .00 .00 .00 Net Income .......................... .......................... 3,300 00 ........ .................... 00 3,300.00 ... 00 .......................... .......................... .00 .00 1 Y :5 Y � I A 1C1 jam",+ . �� l Cy {,i •"' �� v yr ! �, , .A 4 Ml�� '� M.�l "hi up'i `P R.3 r/ li { Run Date 09.13• 2 't 001 The Art League ofilton Head, Inc. Page 12 Time 11:14: Preliminary Budget Report for I ear Beginning 07/01/2002 011 Scholarship and Education fy.?so3 Ff'-?vo.'l. Fy .9mv2, �'f� aoe� Proposed Current Net Current Year Prior Year Budeet BudgetChange Var % Actual Actual INCOME 011/4010 Donations .00 1,000.00 •1,000.00 ... ......... .... •100.00 .00 1,195.00 Total Income .......................... ......................................... .00 1,000.00 •1,000.00 •100.00 .......................... .......................... .00 1,195.00 EXPENSES 011/5130 Printing .00 150.00 -150.00 •100.00 .00 128.91 011/5150 Scholarship Awards 4,000.00 4,000.00 .00 .00 4,000.00 5,000.00 011/5154 Educational &'Outreach , 4;000:00 00 4,000:00 00 00 00 011/5155 Teaching Grants .00 .00 .00 .......................... .00 .00 125.00 Total Expense .......................... ....: ...._... ................. 8,000.00 4,150.00 3,850:00 92.77 .......................... .......................... 4,000.00 5,253.91 Net Income .......................... .......................... ..... ....... ......... ............... •8,000.00 •3,150 00 4,850 00 153.97 .......................... ..... •4,000.00 4,058.91 :. ql. i Run Date 09.13- 02 001 The Art League of -Hilton Head, Inc. Time 11:14 Preliminary Budget Report for Fi(. )Year Beginning 07/01/2002 Page 13 012 Gallery- Pineland Station. %'5l .2003 j 3' .Z vv L ` Proposed Current Net Current Year Prior Year Budget Budget Chanee Var 0/ Actual Actual INCOME 012/4010 All Other Artist Art Sales 65,000.00 60,000.00 5,000.00 8.33 74,405.75 73,426.98 012/4011 Featured Artist Art Sales 35,000.00 26,500.00 8,500.00 32.08 24,204.00 30,635.00 012/4012 Low Country Artist's Guild Sales 4,000.00 .00 4,000.00 .00 4,410.00 .00 012/4015 Hanging Fees 14,000.00 14,000.00 .00 .00 19,275.00 14,370.00 012/4016 Sidewalk Sale 3,000.00 5,000.00 -2,000.00 •40.00 2,874.00 5,125.50 012/.4017 Audubon Nature Festival Income .00 .00 .00 .00 80.00 .00 012/4020 Advertising Allowance .00 .00 .00 .00 .00 3,000.00 012/4025 Merchandise Sales 450.00 400.00 50.00 12.50 450.00 339.00 012/4040 Other Revenue .00 100.00 •100.00 -100.00 ............... 163.75 .......................... .......................... 70.00 .......................... Total Income .......................... 121,450.00 .......................... 106,000.00 15,450.00 14.58 125,862.50 126,966.48 i EXPENSES 012/5010 Artist._ Commissions 65,000.00 59,475.00 5,525.00 9.29 66,129.90 71,728.24 012/5012 Low Country Artist's Guild Commission 3,200.00 .00 3,200.00 .00 3,638.25 .00 012/5020 Sidewalk Sale Expenses 400.00 500.00 100.00 20.00 28.00 00 012/5021 Audubon Nature Festival Expenses .00 .00 .00 .00 298.62 .00 012/5022 Chamber Executive Connection .00 .00 .00 .00 755.66 .00 012/5030 Rent 18,750.00 18,500.00 250.00 1.35 33.33 17,813.00 415.92 11,328.05 215.59 012/5110 Printing 400:00 3,000.00 300.00. 2,000.00 100.00 1,000.00 50.00 2,762.49 1,788.80 012/5120 Artist Showcase 012/5125 Merchandise Purchases 500.00 300.00 200.00 66.67 .00 694.95 012/5130 Advertising 7,450.00 6,000.00 1,450.00 24.17 6,687.13 7,911.72 ? 012/5150 Telephone 800.00 600.00 200.00 33.33 817.57 601.91 J 012/5160 Electricity 3,300.00 2,000.00 1,,300.00 65.00 3,193.00 1,319.00 $ 012/5161 Gallery Maintenance 1,600.00 .00 1,600.00 .00 1,500.63 00 .00 00 -4 012/5162 Operating/Office Supplies 3,200.00 .00 3,200.00. .00 012/5169 Ladco Equipment Lease 425.00 330.00 95.00 28.79 407.40 325.55 2,203.88 ys `` 012/5170 Credit Card Expense 3,000.00 1500 00 2,100.00 2,000.00 900.00 500 00 42.86 -25.00 2,943.28 4,553.74 1,689.00 012/5180 Miscellaneous Expense .... ... ...... ....... .... .... ....... ... ......................... 1 Total Expense 112,525.00 94,105.00 18,420.00 19.57 111,944.59 99,806.69 ...... ...... .... ............... . ...... ... ............ `'<8,925.00 Net Income 11,895.00 •2,970.00 -24.97 13,917.91 C{,,Tii I gf�Y.fFt�s�}�.13 Run Date 09-13 02 M Time 11:14 j 001 The Art League of Hilton Head, Inc. Preliminary Budget Report for Fi Beginning 07/01/2002 Page 14 ��lear 013 Construction of Pine and Station Gallery ` f t o?oo� Fy.iio 1 f i d of 2 �f� a aw Proposed Current Net Current Year Prior Year Budget Budget Chane Var Actual Actual INCOME 013/4010 Contributions .00 25,000.00 -25,000.00 -100.00 .00 35,271.00 013/4011 Transfer to Gallery Reserve Fund .00 .00 .00 .00 .00 -5,447.20 013/4015 Raffle Income .00 .00 .00 .00 ............... .......................... .00 .......................... 5,223.10 Total Income .......................... .......................... .00 .......................... 25,000.00 -25,000.00 -100.00 .00 35,046.90 EXPENSE 013/5010 Opening .00 . .00 .00 .00 .00 1,522.80 013/5015 Fundraising .00 .00 .00 .00 .00 990.50 013/5020 Carpet .00 .00 .00 .00 .00 6,363.16 013/5040 Electrical .00 .00 .00 . .00 .00 1,733.60 013/5050 Carpentry .00 .00 .00 .00 .00 17,715.00 013/5060 Furniture / Furnishings .00 .00 .00 .00 .00 3,102.54 013/5065 Security Deposit .00 .00 .00 .00 .00 1,501.00 013/5150 Telephone .00 .00 00 00 00 746.00 013/5180 Other Expense .00 25,000.00 -25,000.00 -100.00 .00 1,372.30 .......................... ... .. ....... ............... .......................... .......................... Total Expenses - .......................... .00 25,000.00 .25,000.00 100.00 .00 35,046.90 Net Income 00 00 00 .00 00 00 a `t f r Ijo Run Date 09.13.2002 Time 11:14( '. ` 001 The Art Leagueo _Hilton Head, Inc. Preliminary Budget Report for Fi Year Beginning 07/01/2002 014 Fabulo lakes Page 15 if otoo3 f y a 0.0.2 f y .00s z /'S- Novi Proposed Current, Net Current Year Prior Year Budget Budeet Change Var Actual Actual INCOME 014/4010 Art Sales .00 .00 .00 .00 7,432.75 .00 014/4040 Miscellaneous Income .00 .00 .00 .00 8.00 .00 Total Income .......................... ................................................................... .00 .00 .00 .00 .......................... 7,440.75 .......................... .00 EXPENSE 014/5120 Artists' Commission .00 .00 .00 .00 4,830.15 .00 014/5140 Advertising .00 .00 .00 .00 184.80 .00 014/5170 Other Expense 00 .00 .00 .......................... ............... .00 34.36 .......................... .00 .......................... Total Expense .......................... .......................... .00 .00 .00 .00 5,049.31 .00 's Net Income .......................... .......................... .......................... ............... 00 .00 .00 00 .......................... 2,391.44 .......................... .00 ". l J - - 4 YY 3. T( y� ir� ;'; ROSS,.. ,e .. pyy _ `:i'i�X::ii'-�i.�•°c �• ur:.r.:'. Page 16 Run Date 09.13• 02 001 The Art League of -Hilton Head, Inc. Time 11:1411 Preliminary Budget Report for Fi� )Year Beginning 07/01/2002 015 Thirtieth Anniversary �i oZd�7 ry'.t ois �-s-.?>o Z fs .Zooms Proposed Current Net Current Year Prior Year Budget Budget Chane ar Actual Actual INCOME 015/4010 Ticket Sales 16,000.00 .00 10,000.00 .00 .00 .00 Total Income .......................... .......................... 10,000.00 ......................................... .00 10,000.00 .......................... .00 .......................... .00 .00 EXPENSE 015/5110 HHCC 7,400.00 .00 7,400.00 .00 .00 .00 015/5120 Wine 400.00 .00 400.00 .00 .00 .00 015/5130 Printing 850.00 .00 850.00 .00 .00 .00 015/5135 Decorations 350.00 .00 350.00 .00 .00 .00 015/5140 Advertising 400.00 .00 400.00 .00 .00 .00 015/5145 Entertainment 685.00 .00 685.00 .00 .00 .00 1 Total Expense .......................... .......................... 10,085.00 .......................... ............... .00 10085.00 .......................... .00 .......................... .00 .00 { Net Income .......................... ..... •85.00 . .......................... ............... 00 •85.00 .................................................... .00 .00 .00 ' Total Net Income .... .......................... ___---_-690 00 _-_- ...................... ....... 130 00•560.00 --------- 430 77 ........................ ..........................i •14,996.57 4.1,304.79 q • u t;*r r ': y....��x.rc��4a'�y�'�+,, 'pf ?' v„ A -x rdY4iS'�'k tiCPf - t A Run Date 09-17-2002 001 The Art League of Hilton Head, Inc. Page 1 Time 14:35:31 FlScal Year Beginning 07/01/2001 Balance Sheet for Period 12 - June C. Current Year ASSETS Cash Wachovia checking a/c 13,782.18 Wachovia Money Market 57,297.56 Gallery Reserve Fund 21,098.09 , General Endowment 32,262.45 Kathryn Hodgman Memorial 18,966.55 Katie Darragh Memorial Fund 111.00 Petty Cash 500.00 Total Cash 144,017.83 Equipment Equipment 11,436.33 Accumulated depreciation - •9,295.27 Furniture and Fixtures 27,898.88 Net Equipment 30,039.94 Security Deposits 1,651.00 Total Assets 175,708.77 e ICOTIES Payroll Itabllities 994.45 Sales tax payable •406.78 Prepaid Tuition 2002.2003 16,924.71 Total Liabilities 17,512.38 Capital General Fund Total - 18,640.98 Endowment Fund Totals 50,709.36 Current Earnings 5,447.20 J _ Gallery Fund Total 15,228.79 General Fund Grand Total 83,166.63 -. General Fund Grand Totai-Current Year -14,996.57 General Fund Grand Total -Total 68,170.06 Total Liabilities 158,196.39 Total Liabilities &Cap 175,708.77 a e I I .r i 1 } � � I Eixr if THE ART LEAGUE OF HILTON HEAD, INC 06130102 OPERATING ENDOWMENT GALLERY TOTAL WACHOVIA CHECKING $13,782.18 $13,782.18 WACHOVIA MIM 57,297.56 57,297.56 GALLERY RESERVE 21,098.09 21,098.09 GENERAL ENDOWMENT 32,262.45 32,262.45 KATHRYN HODGMAN 18,966.55 18,966.55 KATIE DARRAGH 111.00 111.00 PETTY CASH 500.00 500.00 144,017.83 EQUIPMENT 11,436.33 11,436.33 FURNITURE & FIXTURES 27,898.88 27,898.88 ACC DEPREC (9,295.27) (9,295.27) 30,039.94 30,039.94 SECURITY DEPOSITS 1,651.00 1,651.00 QOTAL24-,098.09 18,640.98 175,708.77 PATROLL LIABILITIES 994.45 994.45 \� SALES TAX PAYABLE (406.78) (406.78) PREPAID TUIITION 16 924.71 16,924.71 17,512.38 17,512.38 ' FUNDS GENERAL FUND 18,640.98 18,640.98 ENDOWMENT 50,709.36 50,709.36 E GALLERY RESERVE 15,228.79 15,228.79 GENERAL FUND 83,166.63 83,166.63 I �! CURRENT EARNINGS (16,049.31) 630.64 5,869.30 (9,549.37) fI i4 158,196.39 TOTAL $103,270.68 $51,340.00 $21,098.09 $175,708.77 S y 4 �d ,1 5 r'Y� mme �Sxrn •,aa t, r Hilton Head AK League • P.O. Box 22834 • Hilton He Resolution South Carolina • 29925.2834 • 843.681.5060 At it's scheduled meeting held on August 14, 2002 the Board of Directors at the Art League of Hilton Head Island, Inc. approved a motion to authorize it's treasurer, John P. Diamond, to seek a block grant of Accommodation Tax Funds. If the funding is approved, the board. will commit the financial resources needed to successfidly execute the projects as defined in the application. I hereby submit this certification of the board's resolution. Mary Apostle, President Date8. i ty dIM 1 iy V11X' t. 4j r, t' Ir $ t�4 � �� 3F�� 3 %4 �,� .�• "' W 4 ijj �^ x� `�.f : Kh 2 �.� �t�•C"c 5�7�d �`Ur Y �S.lw APPLICATION FINAL CHECKLIST (Complete and return this list with the application) !� The application is being filed by the September 20, 2002 deadline. ® We have reviewed and followed the application guidelines. There is a title page giving the information outlined in paragraph D page 4. U1 We are submitting 15 complete copies of the application. We will be prepared to make a verbal presentation to the Committee and answer questions when we are scheduled to do so. �` 21 We did not bind the application (NO BOOKS or BINDERS). NATIVE ISLAND BUSINESS AND COMMUNITY AFFAIRS ASSOCIATION, INC. P. O. BOX 23452 HILTON HEAD ISLAND, SC 29925 Telephone: (843) 689•> ;314 Fax: (843) 342-7089 E-mail: iammitii(@aol.com September 20, 2002 Mr. David Warren, Chairman Accommodations Tax Committee Town of Hilton Head Island One Government Center Hilton Head, SC 29928 Re: Accommodations Tax Request for Gullah Celebration Dear Mr. Warren: On behalf of the Native•Island Business and Community Affairs Association, Inc. (NIBCAA), I would like to thank the Accommodations Tax Committee for its support of the Native Islander Gullah Celebration over the past seven years. Since its inception, the Native Islander Gullah Celebration has achieved national recognition. Not only has this resulted in Hilton Head Island becoming a cultural destination during the month of February, but also the Gullah Celebration has been a catalyst for Economic Development in the African American community. Last year, more than 10,000 people attended various Gullah Celebration events. Also, since 1996, we can attribute four business start-ups to the Gulllah Celebration. This effort supports j our organization's mission of promoting Economic Development through tourism, and with each veer we will expand the scope of the Gullah Celebration. Q I. Rev. 8/02 ACCOMMODATIONS TAX ADVISORY COMMITTEE TOWN OF HILTON HEAD ISLAND, SOUTH CAROLINA ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION Date Received Time Received: I BY: I (Applications will not be accepted if submitted after 4:00 Q.M. on September 20, 2002) Date: 9/20/02 Total Project Cost $176,400.00 Total Amount Requested. -V 00, 000.00 SUBMIT 15 COMPLETE COPIES OF APPLICATION ANSWERS MUST BE TYPEWRITTEN / A. PROJECTNAME: Native Islander Gullah Celebration Native Island Business and Community B. ORGANIZATION: Affairs Association Inc +# Sponsor Name: Thomas C. Barnwell, Jr. Title: Chairman 6' Sponsor Address: P O Box 23452 Hilton Head Island,_ SC 29925 SponsorPhone: ( 843) 689-9314 ;f ContactNazne: James Mitchell Jr Title: g gsident/CEO Contact Address: P O Box 23452 Hilton Head Island SC 29925 89-9314- '. Contact Phone: (843) 689-9314- .7 n ��¢ ¢nne�Z� �t .r"i N�, K6.i SA i ' Xt t, pS jr �` i^ y�-SP�'� $t -1• ; ( i C. DESCRIPTION OF PROJECT: i 1. General description. t See Attached Exhibit I 2. If arts/cultural activity, give specific description ofproject (attach additional sheets, ifneeded). See Attached 3. Impact on or benefit to tourism (if required under the law). See Attached Exhibit II 4. Duration ofproject. Starting date: February 1, 2004 Completion: February 29, 2004 5. Perry .:s required (if any). None Needed 6. Additional comments. See Attached Exhibit III & IV GD. FUNDING: 1. Source of funds. See Attached Exhibit V J2. Have you requested funding from other sources or organizations for this project? Yes g No If so, please list sources and amounts. Corporate SponcarehipL Exhibit VI 6 VI -A 16�'ASO tieiy` SC Parks, Recreation & Tourism Exhibit VII $ 12,333 t v In -Kind Contributions Exhibit VIII $ 29,683 .3. Contributions to the project by the sponsoring organization: See Attached Exhibit 7x $24.000-$48,000 t 4 a ty"�cR�fb`MM+.. o r IN Iva ...� ti r ��'� S•y Y} . E. FINANCIAL INFORMATION (ADHERE TO STRICTLY) L A line -item budget of the project. �iJJPt See EXHIBIT X & x—A .2. Most recent fiscal year balance sheet and profit and loss accounting statement. F. FINANCI�LeAH EIM. & XI_' 1. Provide of a copy of official minutes wherein the sponsoring organization approves the project and commits the organization to financial responsibility for carrying it out to the stage of completion contemplated in the application, should funding be approved. See EXHIBIT XIII 2. If application is submitted by an individual, provide the guarantee of a financially responsible sponsor. G. PRIOR RECIPIENT'S REPORT (If you received prior ATd.0 funds): (Attach additional sheets, if needed): .. a.., - v: rr. EXHIBIT I C. Description of Project 1. General Description The Eighth Annual Native Islander Gullah Celebration, henceforth referred to as, "Gullah Celebration", is an annual event held during the month of February. Since its inception, the Gullah Celebration was designed to 1) create economic development opportunities for minority business owners that do not readily participate in the tourist trade, 2) develop the cultural tourism market and 3) increase tourism in the Hilton Head Island community in February, historically the slowest month of the year. It is interesting to note that despite the events of September 11, 2001 and while there is always room for growth and expansion, these objectives were met. The Gullah Celebration showcases the rich cultural heritage of the Gullah people and their history on Hilton Head Island. Gullah Celebration programming includes a variety of events designed to attract local residents and regional travelers. The events held the second and third weekends include mostly cultural events in order to attract regional travelers during peak travel times for the month of February. Specifically, Valentines Day, President's Day and School Winter Breaks. All events highlight, in some form the arts, crafts, food and music of the Gullah people (See Exhibit 1). The year 2004 marks the date for the Eighth Annual Gullah Celebration. With each 1 year, the programming and market penetration are expanded. For three consecutive j years the Gullah Celebration has been recognized as one of the Top Twenty events mi C' the Southeast (See Exhibit II). To protect the brand integrity, the Gullah Celebration I logo is now a registered trademark. This will allow for continued growth without concern for loss of brand integrity by individuals who may look to capitalize on the success of the Gullah Celebration. ' 2. If art/cultural activity, give specific description of project (attach additional sheets, if needed). Each event during the Gullah Celebration incorporates a facet of the Gullah culture. Visitors have an opportunity to experience the food and music, receive, fust hand, historical information and take a journey through the culture via the visual arts. Last year, Freedom Day was a marquee event. Several descendant of General Ormsby ' { Mitchell, who is credited with forming the first experimental town on Hilton Head 1 Island, was honored during Freedom Day. This was quite a historical day for Hilton Head. The Gullah Barbecue sponsored in part by the Self Family Arts Center offers traditional barbecue favorites and cultural entertainment. The Arts, Crafts and Food Expo offers cultural demonstrations, i.e., sweet grass basket sewing, indigo dying and y; fish net weaving, vendors selling traditional Gullah and African crafts as well as an offering of all the traditional Gullah foods and entertainment which includes storytellers, Gullah Stomp and Shout, African Dance, popular R&B , jazz and gospel music. Gospel concerts feature traditional gospel music, Negro spirituals and highlight the history as it pertains to its development amongst the Gullah people. Last year there 2 r yxd�z ti�iryF .may p , t; - ak- Y _t`�t were three of them. Two events are held at local churches while the major gospel rlrt concert by Lavon C. Stevens and the Gullah Voices are held at the Self Family Arts - Center. The Gospel Concerts are always well received and attended. The panelists gathered for the cultural symposium share the history of the Gullah culture as it relates to their specific discipline or lifestyle experiences. The panelists are usually elderly Native Islanders and/or native historians who give a flavor of Hilton Head Island before the bridge. An event, the Business and Economic Summit, will be held for the third year. This event with parting from the motif of culture and fun takes on a serious tone as issues pertinent to the Native Islander community is discussed. 3. Impact on or benefit to tourism (if required under the law). The Gullah Celebration was designed to not only increase tourism on Hilton Head , Island during the month of February, but it was also designed to facilitate the creation of the cultural enthusiast market. Prior to the Gullah Celebration, all cultural events were held in Savannah, Beaufort and Charleston. Due to the success of the Gullah Celebration, four start-up businesses were bom to support cultural activities for the event. However these businesses have grown to offer expanded services year round, the Gullah Heritage Trail Tour, The Gullah Bookstore, the Low Country Artists' Guild and Louise Cohen- Storyteller. With the expanded offering of cultural activities, cultural tourism is now listed as the number three reason why tourist travel to Hilton Head Island and is only superceded by golf and tennis. CThe third weekend of February is the peak weekend for the Celebration. This is usually the time for the school winter break and it coincides with President's Day. For the 2001 Celebration, two tour groups came to Hilton Head for the sole purpose of attending Gullah Celebration events. The Quality Inn and Suites provides a special rate for the Gullah Celebration and as a result had 100% occupancy for this particular weekend. Other area properties, such as the Marriott Residence Inn and villas in the Sea Pines and Palmetto Dunes areas, also experienced an increase in room nights for this time period. i In monitoring the license plates at the large outdoor events and having attendees complete surveys, over 75% of the visitors to Gullah Celebration events are from out- of-state. I` t rt rT i n 1 ramT�a�+t �;Y2>,�.3 iF iWU�y4y` ,5i �j •$ Y a w`� :,yam sP 3�f c -�' � "'!1"r4"� r J emrvr•TM EXHIBIT I GULLAH CELEBRATION 2004 EVENTS Community Awards Proeram February 1"- 7:00 PM The Boardwalk (formerly Hilton Head Beach & Tennis Resort Tickets: $25.00 Adults National Freedom Day Commemorating the signing of the 13` Amendment to the Constitution by President Lincoln on February 1, 1865. Amendment 13, ratified on December 6, 1865, abolished slavery. In 1948 President Harry Truman signed bill making February I" of each year National Freedom Day. February 7k Noon- 4:00PM St. James Baptist Church Annex Free Admission Gullah Barbecue Featuring authentic Gullah cuisine. February 21' - 11:00 AM- 4:00 PM Entertainment to be arranged The Self Family Arts Center Free Admission Youth Programs i Talent Show/Dance February 20°- 6:00 PM -11:00 PM The Boys & Girls Club X49. C *! Art & Poetry Contest 1. Features art produced and poetry written by students in grade 9 12 in schools of southern Beaufort County. ^� Awards will be given to the three most outstanding Stix, piece of work in each category: - 4. I7,trEIMER,l.dY-r .b:? � kjs,s,. ,,..: it !.. ,. ., •� .�.. _ ,,.. ,... _ ,�. � ti.y. _ a.i�'.,. EXHIBIT I \ - Native Islander Gospel Celebrations Featuring local and regional Gospel groups Gospel Celebration I February 7th- 4:00 PM- 6:00 PM First African Baptist Church Free will Offering Gospel Celebration II February 18k 3:00 PM- 6:00 PM The Self Family Arts Center Tickets: $25.00 Adults $10.00 Children Gospel Celebration III February 24th- 3:00 PM- 6:00 PM Central Oak Grove Baptist Church Free will Offering Arts. Crafts & Food Expo Non-stop foots fun and entertainment for t%v days! Alsofeaturing basket waving, quilting and indigo. demonstration. February 10-10:00 AM- 6:00 PM February 15k Noon- 5:00 PM Shelter Cove Community Park Free Admission 5 � T- — —, �—*-7--�Tr^ < ' � r•ST'+'*Y•s 3d' o'+'" r `f"2�a'J"''� y t �z� , ",� .J .Ft`,}�.A �� +�k •.,�:,.lx %• �.k'jY �� 'x j�. 6 k J�%i 1 y+,' ' . � � {��( x �J�^'�"-t' � 1f �"� 'Tn[I ( a §�w'"t t ' ?.:.�5�� i_�^v�r*�+,�.i t�, �.e, *`, yt A_ rfJy',,��fj� i�SRiG•d� �' t D?r,... GaUsh Music Celebration - u1-7 Featuring regional and local talent February 13k 7:00 PM Tickets: 510.00 Adults' Marriott Residence Inn W/a discount for groups of 15 or more 'Food included/Cash Bar 7 Celebration of African Americas Authors M February 20'- 6:00 PM- 9:00 PM GuM Bookstore 5 � T- — —, �—*-7--�Tr^ < ' � r•ST'+'*Y•s 3d' o'+'" r `f"2�a'J"''� y t �z� , ",� .J .Ft`,}�.A �� +�k •.,�:,.lx %• �.k'jY �� 'x j�. 6 k J�%i 1 y+,' ' . � � {��( x �J�^'�"-t' � 1f �"� 'Tn[I ( a §�w'"t t ' ?.:.�5�� i_�^v�r*�+,�.i t�, �.e, *`, yt A_ rfJy',,��fj� i�SRiG•d� �' t D?r,... f u EXHIBIT I fi ---.,-.•.r-►rrs.r,�i Economic/Business Summit Panel discussions focusing on business andfunding opportunities, marketing and adpertising, today's technology and more... February 28'°-10:00 AM -2- 00 PM Tickets: 510.00 (Includes Lunch) Hilton Head Middle School Art Exhibit An exhibit that shares the Gullah perspective through photos, oils, indigo and artistic demonstrations. Self Family Arts Center Reception: February 1- 4:00 PM Admission: $5.00 February I"- 291" Gullah Art Exhibit Free Admission Selected pieces for sale i Mr , ' ;Ir•r J y a 6 ti <t., i 2�4' p5'T'9�¢� C' T iM�FC..Yr(L` Y""Pl.M�H+Ma �iS&♦A�[� t a ' EXHIBIT II One of the TOP TWENTY EVENTS IN THE SOUTHEAST This Aonor is awarded to Native Islander GuCCah CeCebration by the Southeast Tourism Society January/`february 2002 4A, 3. c-) Chairman of the Toard SOUTHEAST TOURISM SOCIETY President & CEO A Societyy dedcated to the marketing mulprmnotion of traveCto andwithin the great Southeastern States, andrecognizing t!e impm tante o172h,als andspecialevents in the Southeast: ?4la6ama, g7orida, Georgia, Xmitucky, Louisiana, Nississippi, North Carolina, South Carolina, Tennessee andVirginia. 7 6. Additional Comments The regional and local marketing of the Gullah Celebration is and integral part of the planning process and is attributed for the success achieved by the Celebration, in such a short time period. In the future, our goal is to increase the effectiveness of the web site and national advertising. Another area will be the collaboration with the Hilton Head Island/Bluffton Chamber of Commerce and the Self Family Arts Center. Please we exhibit III and Exhibit IV for the 2003 and 2004 marketing Plans- I .. �� Ir f. t 1 Yl kd 5 - . EXHIBIT III.. Native Islander Gullah Celebration 2003 Marketing Plan re Traveler Advettisi Charlotte, North Carolina . j Raleigh-Durham, North Carolina Winston-Salem, North Carolina Savannah, Georgia t Atlanta, Georgia Augusta, Georgia Jacksonville, Florida j Tallahassee, Florida Ads for specific events, that are part of the Gullah Celebration, will be advertised,in the top general market and African American newspapers in each of the above list market. In addition the Celebration will look to advertise in national periodicals that offer regional ad circulation for these same markets. Trade Advertisore Group Tour Magazine Black Meetings and Tourism Magazine To date this market, tourism trade, has not been penetrated on a significant basis. Targeting the trade will provide exponential growth for the Celebiation. By J targeting this market it is hoped that more groups will be attracted to the Celebration and more information on the Celebration will flow to travel agencies. Web Site This segment of the marceting plan will be strengthened by increasing the marketing x to search engines on a year round basis and by giving the site a more interactive :'• presence. offering information on ongoing cultural activities, historical data, community information, etc. t ; Editorial Coverage r As a supplement to the overall advertising campaign, Ore scope of editorial coverage. will be expanded to include international coverage. Specific markets would include t•, the Caribbean basin, Western Africa and Europe. i 9 _. 4i $ N F rE.-•_C';'�rl�"T �T'9T'•'/\,�,,'hy�,' SrY 1(,.,.w5�'rY� i'� 1 Vii `TR'4t 4 _ . b. �+, is �4}1' �d'�,i�"..i •1��„'Y� ��,r��.... � j .. � �'..... .,.�. _ , .._. t..'....'� .. • .-- __.___..__..... -.� 1 �l C EXHIBIT IV Native Islander Gullah Celebration 2004 Marketing Plan In order to experience continued attendance growth for the Native Islander Gullah Celebration, the following goals must be achieved: Expansion of the Gullah Celebration's presence amongst the leisure traveler and the development of the group tour market as an established customer base. Leisure Travel Market A loyal following has evolved from the Charlotte and Raleigh-Durham North Carolina markets and the Atlanta and Savannah Georgia markets. These markets were developed by utilizing a combination of editorial and retail ad placement. This strategy will be expanded to include the following additional markets: Winston-Salem, NC Augusta, GA Jacksonville, FL Tallahassee, FL Richmond, VA Birmingham, AL In expanding the scope of the marketing effort, 20% of the budgeted advertising dollars will be allotted to national advertising. The South Carolina Department of Parks, Recreation and Tourism will offer a co-op inset program for Savoy, Preservation and Smithsonian magazines. Savoy's target market is abluent African Americans. Preservation and Smithsonian are targeted toward the cultural enthusiasts. The targeted insert will reach over 865,000. Additionally, 1 ad will be placed in Pathfinders Travel Magazine — a periodical for the African American leisure traveler. Group Tour Market With 3 ad placements in 2 trade publications for the 2003 Gullah Celebration, we are beginning to penetrate this market. This is up from one ad the previous year. For 2004, the Gullah Celebration will place 5 ads in Black Meetings & Tourism and Group Travel Leader Magazines. Placement will be determined by the editorial calendar, e.g., Festivals in the South, African American Heritage Tourism, Family Reunion specials, etc. These ads will provide exposure in the wholesale trade travel markets i.e., travel agencies and group tour operators. Radio Advertisin¢ To date radio advertising has been limited to the Hilton Head -Beaufort area. The day -trip market offers opportunity and can contribute to, the economy significantly, especially during festival attendance. The Gullah Celebration will expand its radio advertising 10 EXHIBIT IV coverage to include Savannah and Charleston as well as continue in the Hilton Head, Bluffton and Greater Beaufort areas. Placements will focus on drive time on key radio stations in these markets. Internet Marketiu Web Site- www.,gullahcelebration.com The web site is prominent (first, second, third) on all the major search engines. We were first to pop up on Google, which is currently the most famous search engine. Basic information is currently available on the site which gives details on the Gullah Celebration events, corporate sponsors, African American owned businesses in the area and travel information. In an effort to create a more user- friendly and informative web site, we are in the process of upgrading the site. Several other sections will be established to achieve this geal. A section on frequently asked questions will give visitors the opportunity to have many of their concerns addressed without contacting us directly. However should visitors require additional information, it can be obtained by registering through email. The History/Mission/Purpose of the Native Island Business and Community Affairs Association, Inc. and the Native Islander Gullah Celebration will also be outlined. To achieve and expanded presence in cyberspace, banner ads will be placed on key African American web sites. To catalog the success of the web site, we will begin to record the number of hits received. Editorial Coverage The Hilton Head Island/Bluffion Chamber of Commerce, the Self Family Arts Center comprise our major marketing partnerships. This year we will be partnering with the Self Family Arts. Center on an event during Bravo. We are currently seeking coverage on a national basis. fnJt-� it �L to n '!�i,, , 11; . fiv.s9Eak � nY+ v.c.. yz NR SECTION D: FUNDING EXHIBIT X LINE -ITEM BUDGET GULLAH CELEBRATION BUDGET 2004 SOURCE OF FUNDS Revenue Event Ticket Sales Community Awards Program 300 p dull@$25.00; 200 ChildrenCd3 $10.00 Sweethearts Ball 200 Adults@ $20.00 Gospel Celebration 1,118 III 900.00 Gospel Celebration 1` 7,500.00 Gospel Celebration II 1,000.00 Gospel Celebration III - Art Exhibit- Open House 100@ $5.00 Freedom Day (Booth Sales) Symposium 100 Tickets@ $5.00 Gullah Barbecue Arts, Crags 8 Food Walk -A Thon Youth Program Business & Economic Summit 150 @ $5.00 GWlah Authors 100 @ $5.00 Gullah One -Acts 250 Tickets @ $5.00 Gullah Culinary Demo.100 Txkets @ $10.00 Gullah Poetry Contest 100 Entries Q$10.00 C Total Ticket Sales Other income Gullah Memorabilia- T -Shirts 2000 10= 2,000, Tote Bags 50@ 15= 750, Hat 50@ 15= 750, Sweats 100@ 20.00= 2,000, Cups 50@10= 500 Polo Shirts 10 @ 25.00= 250 Art Sales Silent Auction Total Mier lrtcorne Grants and SPonsorship ATAX Corporate Sponsorships SC Parks Rec. 8 Tourism Total Grants 8 Sponsorships Carryover Balance from 2003 ($161,988-150,350) Revenue Grand Total $ 9,500.00 ~ 4,000.00 " 9,400.00 500.00 " 20000 ~ 500.00 2,000.00 5,000.00 ~ 250.00 ~ 1,000.00 •• 750.00 500.00 1,250.00 1,000.00 1,000.00 $ 36,850.00 $ 6,250.00 10,000.00 2,500.00 —r18,750.00 $100,000.00 12,750.00 12,000.00 $1 50 O0 $ 11,638.00 $191,988.00 Free will offering These events supported by Corporate SPM -'WPO I 4 ra wu `i { EXHIBIT VI GULLAH CELEBRATION REQUEST FOR CORPORATE SPONSORSHIP 4 a 1 CAROLINA FIRST $ 1000.00 2 HARGRAY TELEPHONE $ 2,000.00 y 3 SUN CITY (Del Webb) $ 11000.00 1 4 WACHOVIA $ 1,500.00 i 5 MARRIOTT GRAND OCEAN $ 2,000.00 6 TENET -HILTON HEAD HOSPITAL $ 1,500.00 7 PALME770 ELECTRIC $ 1,500.00 8 BANK OF AMERICA . $ 1,500.00 9 ATLANTIC SAVINGS BANK $ 1,500.00 10 NBSC $ 500.00 11 PRO PLASTERING AND STUCCO $ 300.00 02 COTTON POINT DEVELOPMENT $ 150.00 13 REGIONS BANK $ 300.00 r 14 LIGHTHOUSE COMMUNITY BANK $ 500.00 1 15 FIRST NATIONAL BANK i 300.00 16 CONNOR & ASSOCIATES $ 300.00 sss.r i 17 PIGGLY WIGGLY S . 300.00 18 CRACKER BARREL $ 300.00 e i . TOTAL $ .16,450.00 yYU YP��'1 1 , I X14 '�'� 1�' Ili I j f x�' e� 1 4uf �Y" f 4�• • ^ f �-rylyr4t�'Lh,`f�L ayP�•^�. �/.r+b�• ` T M �� `C�,il ^,a i .I P b Y jo 1 i ��4 �A ` M � " � tn�r..4 f� i �, �,. _� `7 {rhkl �'{1 �9,}(h'dy � .� }C �•- �1 �L'(t zi; GULLAH CELEBRATION CORPORATE SPONSOR REPORT PAIDIPLEDGED OR DECLINED May 7, 2002 AMOUNT AMOUNT NAME PLEDGED PAI) STATUS 1. ABC APPRAISAL ASSOCIATION 250.00 250.00 PENDING' PAID 2. AIC COOLING & HEATING - 2,000.00 PLEDGED 3. ATLANTIC SAVINGS BANK PENDING' 4. BANKOFAMERICA PENDING' 5. Batik JORDAN & GRIFFIN PA 6. THOMAS BARNWELL, JR. ENTERPRISE 1,000.00 1,000.00 PAID 7. CAROLINA FIRST BANK 1,500.00 1,500.00 PAID PLEDGED 8 CAROLYNS LANDSCAPING & NURSERY INC. 100.00 PENDING' 9. CONNORSASSOCIATES PENDING' 10. COSTAL PLAINES INSURANCE DECLINED 11. CROWN PLAZA 12. DELL WEBB CORPORATION 1,000.00 1,000.00 1,500.00 PAID PAID 13. ISLAND PACKET 1,500.00 300.00 PLEDGED 14. GRANBAR FENCE COMPANY 1,500.00 1,500. 00 PAID 15. HARGRAY TELEPHONE CO. PENDING' 16. HILTON HEAD FACTORY STORES 162 PENDING* 17. HISTORIC TREE RESTORATION PENDING' 18. HOME BUILDERS ASSOCIATION PENDING' 19. HOME DEPOT PENDING' 20. HUDSON SEAFOOD COMPANY PENDING' 21. JOHNSONS GREENHOUSE, INC. 1,500.OD 1,500.00 PAID 22.` KINGHORNINSURANCE PENDING' 23. LIBERTY SAVINGS BANK 24 LIGHTHOUSE FINANCIAL SERVICES SOO.OD 500.00 PAID j 25. ' MARRIOTT VACATION INTERNATIONAL 4DaAYANIGHT HOTEL STAY PAID PENDING' 26. NATIONAL BANK OF SOUTH CAROLINA .. PENDING* 27. NATIONS BANK OF SC 2500.00 1,500.00 PAID 28. PALMETTO ELECTRIC PENDING' 29." pIGGLYWIGGLY -SHELTER COVE ` 200.00 200. 00 PAID 30. ONS -PROPERTY MGT. PENDING' I 31. ROBWSON, GRANT & CO. GIFTS IN MERCHANDISE PLEDGED J 32.SAVAHHANTIRE. 32: TECHNICAL. COLLEGE OF THE LOWCOUNTRY PENDING' 33, TEMPO.O PERSON! NEL SERVICES 300.00 2,000.00: 300.00 2,000.00 PND PAID 34, TENET CORPORATION- HILTON HEAD HOSPITAL DECLINED 35. UNIVERSITY OF SOUTH CARO UNA PENDING' 36. ', WACHOVIA PENDING' 37. THE WESTIN RESORT $16.150.00 $12,750.00 e r TOTAL (DIFFERENCE $3,100.00) sau'PENDING RESPONSE FROM SPONSOR gpiP'• s ti�•r _ ' t i t t}t}Y} �5 � V�7 C 1 � ��'' �,4i1� � .S �K��;7 l •� }' g�*� 4wF;h• ,�; ani T 1�.�;. fyt E r � �� T � (1 'r .. • .'G.4�.��f��)5�T f�. ... n5. .. mss. ., �� •t,is��.C.afh.4i). . yn . < ..-... _.. - q ^' EXHIBIT VII u d 2002-03 South Carolina ` Tourism Marketing Partnership Program Proposal Organization Name: Native Island Business & Community Affairs Association, Inc. Category: Festival/Event I'. Project Name: Native Islander Gullah Celebration i 77f State Funds Requested: $12,333.00 l' Total Project Cost: $150,350.00 16 r ratia;� ,.. y Psiy€3'"jilSRP.,1}�fi .-,,.. `1v�'�i'.J23Y•'�-5r7 ��.fdbAV�t��:G In-Kind Contributions Self Family Art Center $ 387.00 SFA- Walter Greer Gallery (27 days) 25,.00 300.00 Westin Resat (2 Night Stay) 300 300.00 Crowne Plaza (2 Nigh Stay) Low Country Golf Association (2 Annual Golf Association) 3.200.00 Total S 2g 882 00 EXHIBIT IX 3) Contribution to the Project by the Sponsoring Organization The NIBCAA Board of Directors is dedicated to the success of the Gullah Celebration. As a result, they devote an enormous amount of time and energy to the project. Below, is a conservative estimate of the cost to NIBCAA to manage the Gullah Celebration. I. May through October, the Gullah Celebration. Committee which consist of an average of twenty members, meets twice a month for about two hours. (6 months x 2 meeting x 2 hours x 20 people) = 480 Hrs H. November through February, the Gullah Celebration Committee meets weekly. (4 months x 4 x 2 -x 20) = 640 Hrs III. March and April meetings are one a month (2 months x 1 meeting x 2 hrs x 20) = 80 Hrs Total Meeting Hrs 1,200 Hrs Managing and Attending Events 10 Events x 6 avg. hrs x 20 persons 1,200 His Grand Total Hours 2,400 Hrs If we were to apply a conservative figure of $10 to $20 per person, the total cost to NIBCAA for the Gullah Celebration would be between $24,000 and $48,000.00. This estimate does not include the many other community volunteers who }+vt are called upon each year to work with the Gullah Celebration. i I 18 SECTION E: EXHIBIT X LINE4TEM BUDGET GULLAH CELEBRATION BUDGET 2004 SOURCE OF FUNDS Revenue Event TicketSales Community Awards Program 300 Adult@$25.00; 200 Chil h -Q $10.00 $ 4,000.00 « Sweethearts Ball 200 Adults@ $20.00 Gospel Celebration I, Ii & ill 900.00 Gospel Ceiet"dw 1' 7,500.00 Gospel Celebration 11 1,000.00 Gospel Celebration III' 9,400.00 Art Exhibit- Open House 100@ $5.00 500.00 « 200.00 « Freedom Day (Booth Sales) 500.00 Symposium 100 TMu t @ $5.00 2,000.00 Gullah Barbecue 5,00000 « Arts, Crafts & Food 250.00 « . Walk-A-Thon 1,000.00 « Youth Program 750.00 Business d, Economic Summit 150 @55.00 500.00 Gullah Authors 100 @ $5.00 1,250.00 Gullah One -Acts 250 TWWts 0 $5.00 1,000.00 Gullah Culinary Demo. 100 Tickets @ $10.00 1,000.00 Gullah Poetry Contest 100 Entries @$10.00 .00 C Total Ticket Sales $38,850 Other Income Gullah Memorabilia -T -Shirts 200@ 10= 2,000, Tote Bags 50@ 15= 750, $ 6,250.00 Het 50O 15= 750, Sweats 10o@ 20.00= 2,000, Cups 50@10= 500 Polo Shirts 10 @ 25.00= 250 10,000.00 Art Sales 2,500.00 Silent Auction $ 187 00.00 i Total Other Income18,75-0.00 Grants and Sponsorship $100,0bO.00 ATAX 12,750.00 .r. ., Corporate Sponsorships SC Parks Ree. & Tourism 12'000.05D.00, $124,7 i, Tote; Grants B Sporreorahips , Carryover Balance from 2003 ($181,988-150,350) ' $ 11,638.00 q0' " $191,988.00 4 tx Revenue Grand Total i u' *.Free will offering "These events supported by Corporate Sponsorships "'^"_"_"'r-� •ham' 4Fa---i atr -e N� e "FiraA �`'� Su�xn'n, v#ir'F {A. IN �i ,1 EXHIBIT X-A GULLAH CELEBRATION BUDGET 2004 C COST OF PROJECT COMMUNITY AWARDS PROGRAM $ 500.00 GUEST SPEAKER 500,00 RECEPTION 10,500.00 SIT DOWN DINNER (Venue) 350 0 $30 1,5W.00 ENTERTAINMENT3 13000 00 TOTAL FREEDOM DAY $ 750.00 GUEST SPEAKERS 3 Speakers (83 $250 each 100000 VENUE 750,00 SOUND SET UP 1,000.00 ENTERTAINMENT $ 3500 00 TOTAL BUSINE IS & ECONOMIC SUMMIT $ 1,500.00 LUNCHEON 5W.00 VENUE 1,000.00 BUSINESS PANELISTS $ 3,000.00 TOTAL YOUTH PROGRAMS $ 1,500.00 TALENT SHOW 1 500 0Q DANCE 250.00 ,VENUE 3 TOTAL SWEETHEARTS SALL $ 1,500.00 REGIONAL 3 LOCAL TALENT 1,300.00 VENUEISOUND SYSTEM SET UP 4 FOOD 300 Q $15 $ 730-0 0000 TOTAL, I GOSPEL CELEBRATION (THREE EVENT$ $ 5.000.00 TALENTS 3,000.00 VENUE AND SET UP 3 8,005.00 R TOTAL + GOSPEL CELEBRATION I & III i� VENUE $ 250.00 TALENT 3 Groups $200 each 600.00 f {' SOUND SYSTEM 5C0.00 -TI-.35000 QE j X = $2,700.00 GOSPEL CELEBRATION II VENUE -.Self Family Arts Center 3.3,000.00 w TALENT- Gdah Voioes 1.700.00 i 4,70000 I,3 _ .21 „'n°fi fi4f•,�5�{5{ � � ;R0 i M sir 1 �E� t � m9yai"rj,� J _n �. Y�f' � ,_ .. e r 4.. '��#�ij-r�!X� ...1.'_ EXHIBIT X -A `� LOCALIREGIONALMATIONAL PRINT ADS �• GULLAH CELEBRATION BUDGET 2004 COST OF PROJECT ART EXHIBIT MAIL OPENING RECEPTION $ 1,000.00 VENUE SET UP CDIRECT "EVENT PROGRAM DESIGNIPRODUCTION 750.00 COMMISSIONS (ARTISTS & GALLERY) 7,000.00 ARTISTS JOURNAL 3,500.00 500.00 TOTAL S 9,250.00 ARTS, CRAFT$ & FOOD EXPO TALENT $ 51000.00 SOUND SYSTEM 2,500.00 VENUE SET UP 2,500.00 LICENSES 200.00 ' GENERATORIADDITIONAL EQUIPMENT500.00 TOTAL $ 10,700.00 ADWNISTRATIOW MARKETING WEBSITEITELEPHONE $ 7,500.00 00 `� LOCALIREGIONALMATIONAL PRINT ADS �• RADIO3,000.00 MAIL 5,000.00 CDIRECT "EVENT PROGRAM DESIGNIPRODUCTION 10,500.00 ACCOUNTINGIAUDITING 3,500.00 PHOTOGRAPHYMDEO 1,200.00 TOTAL $ 80,700.00 MISCELLANEOUS COMMISSIONED ARTIST 2,000.00 GULLAH MEMORABILIA 4,500.00 GULLAH CELEBRATION COORDINATOR 31,200.00 + r_L TOTAL $ .37,700.00 i . GRAND TOTAL COST FOR GULLAH CELEBRATION 2006 :176,600.00 i 5 EXHIBIT XI NATIVE ISLAND BUSINESS & COMMUNITY C AFFAIRS ASSOCIATION, INC. BALANCE SHEET December 31, 2001 UNAUDITED ASSETS Cash $144,749.40 Loan Program 88,391.41 Grassroots Leadership 38,030.40 Gullah Celebration 38,827.59 NIBCAAAdministration 1,50D.00 Loan ReceNaWe 457,287.86 Reserve for Loan Losses 30,871.21 Office Furnishings 6,000.00 Office Equipment 3,500.00 TOTAL ASSETS $ 642,38DA7 GLIABILITIES AND FUND BALANCE LIABILITIES Notes Payable -,Line of Credit $455,000.00 FUND BALANCE Unrestricted 13'187.88 L Restricted 1741: x.81 -�- — Total Net Assets I. $199.107.95 LUIBIUTIES AND FUND BALANCE I =e42,38BA7 i r GGO 23 , k r • • � �Y{ri CR EXHIBIT XI A NATIVE ISLAND BUSINESS & COMMUNITY /AFFAIRS ASSOCIATION, INC. INCOME STATEMENT JANUARY 1, 2001 - DECEMBER 31, 2001 UNAUDITED .. 4,,....-: 'n:. EXHIBIT XII NATi« ISLAND BUSINESS C AND •COMMUNITY AFTAIRS ASSOCIATION, INC. rx. BOX 23452 Hilton Head Island, S.C. 29925 (Minutes From June 23, 1996 Meeting) r The meeting was called to order by. Vice President Tom Bamwell. Invocation by Petry White. 1t was motioned by Ruth Germany and second by Jannie Jones that the agenda be adopted. Motion carried. Visitors: Ms. Deborah Robinson and Ms. Ayoka Campbell. Guest Speaker: Ms. Deborah Robinson. Ms. Robinson is with a Marketing Merchandise Group Consultant'Firm. They assist small to medium size businesses with marketing and sales support, as well as advertising and business plan development. Ms. Robinson can be contacted at (803) 846-4341. President Report: Mr. Barnwell stated that the Jonesville Road has been on the agenda of this organization 1'or a long time. We are happy to report that this road is now in the process of being paved. It was motioned by Emory Campbell and second by Chris Green that the minutes be approved with the necessary corrections. Motion carried. Perry White- Treasurer's Report April 26, 1996 Income (memberships & Breakfast) Business Memo rchiDe; William Hairston (renewal) JannieJones -New Joe.Simmons (renewal) Perry White (renewal) Carletha Gadson New Leon Delph (renewal) C� '26 '�'os r'�i �' �S�,n g�i.€++i wf% ,.y�it: : air y .� �� u� rs+'a 7•�irt: 'r _.,i' , Individual Membership-,; Kenneth James ' New -Melvin Campbell (renewal) James Mitchell (renewal) Total Income for April 1996 5743.00 r Total Balance $2,094.22 Expenditure April 26, 1996 Breakfast Abe's $.125.00 Richard. Oriage - reimbursement for $120.46 expenditure. Louise Cohen reimbursement for supplies S,16.74 Total Expenditure .$262.20 Total Balance $1,832.02 May 26,1996. 'Income $ 144.00 Breakfast S 94.00 Membership (individuals) ` Gloria Murray $ 25.00 Cynthia Perry Mithcell S 25.00 Total $1,976.02 Expenditures: Abe's . $ 125.00 Reimbursement to -Richard Oriage for S 70.75 Expenditures Carol Campbell for typing S ' 45.00 � l Total Expenditure: S 240.75 {F+f Total Balance- S1,735.27 It was motioned by Melvin Campbell and second by Veronica Miller that the Financial Report be accepted. Motion carried. 1 27 ` 1 r r -ti 4 i r+.. tiT o a ,r a �'s'y'. N t,li�t +e Y••t,'�,r•�`x t h t +.+s S It 4. . . ��r1r.t � � �c(q r w� �',f .� 1 �'' �d ; s .'� �q•ty Pls: Y� t+`t"� a�'+� + r � Drainage: Tom Barnwell reported that he and Richard Oriage attended a meeting on drainage at Town Hall. They presented the original petitions from the drainage problems , V,., that the community experienced in October, 1994. A meeting was arranged -by Mrs. Perkins for Mr. Oriage and Mr. Barnwell to meet with Mrs. Betty Wiseman from the Hilton Head Plantation Property Association office. They . physically toured those areas where the changes were being made, because of.the drainage problems. A large outfall pipe was installed close to Salty Fare and Skull Creek, to take the water t from the Cypress - Seabrook area directly to Skull Creek. This system will also lessen the drainage problems at Gumtree Road and the school campus area. There is still a need for the outfall that will come through Marshsitie and Marshpoint urea. The pipe that comes under Highway 278 back to Jarvis Creek is still an unsettled issue. Focus Committee: ferry White stated that the Focus Committee representing this group is the same organization that is called the Mayor's Resource Committee for Native Island Affairs. This group continues to meet each Monday evening. Their assignment was to review -the R/U.DAT Report and put those recommendations in an order of priority and make recommendations for. improvement to the Town. The review has been done, and the priorities have been established. The group is now trying to come up with the final report rhom the four teams. The 23 team members are all property owners. The Town has agreed to (tire a consultant firm to come in and assist with the master planning. Mr. White stated that he along'with Tom Barnwell and Kenneth James was invited by the Town, along with the planning staff and others from the planning / commission to sit in on interviews for the consultant firm. The consultant firm that was chosen is T RW from Southern Florida This group is a Landscape Architectural Firim. . Another interview is scheduled for Wednesday, June 26. Mr_ White also reported that'a teamfor the School of Architecture, Florida A&M University, Tallahassee Florida, visited the Island several months ago. 17 students along ..' with Professor Laverne Wells -Bowie, came and spent 2 days in our area. One of the 4a projects they worked on while they were here, was to come up with a site on Hilton Head for an African American Museum and Cultural Center. They choose a site on Squire Pope -Road where an Old Shell Ring is located. Professor Wells -Bowie and one of the "W student made a presentation. The presentation gave us several conceptual renditions: A Community Center, Place of Worship, Housing and Commercial Activities. [New Business: Gullah Festival rray Christopher, Chairman of the Program and Planning Committee. Mr. stopher stated that his committee -are responsible to contact the person that wrote the i 28 I � 4i3 i: Vrl'�i ..Eq.�'�p� e1' t letter to us and made the offer concerning the festival; The. date -that they gave us is during the month ofFebruary. They need to know -Father or not we will accept the date they are offering us.lt %vas motioned -by Ruth Germany and second by Perry White* that we accept the recommendation from the Board for the activity to be held here on Hilton Head Island, in February. - I Perry White suggested that a committee be form to go and meet with the representatives from the Hospitality Committee. Deborah Robinson volunteered to assist with the Gullah celebration. R.E.C.D.-' rom Barnwell reported that Greg White from the office of R.E.C.D. came to Hilton Head � and met with Richard Oriage and the Board of Directors. There were.only 3 Board members not present. The -purpose of this meeting was. to sign the necessary papers and 'deliver tht Letter of Intent to Mr. Oriage. We will begin to accept applications for loans 30 days after the condition letter has been received. The loan amount will range from $2000.00 and above. Mr. Barnwell stated that James Mitchell and Richard Oriage are planning to meet with the Hilton Head Foundation as soon as possible. to see rather or not an application to apply for a grant from the Hilton Head Foundation cn be accomplished It was suggested by Mr. Barnwell that the have a report from the Board of Directors to the membership in addition to the minutes. Membership Committee: Mrs. Carlethea Gadson has volunteered to serve on this committee along with Leon Delpli, Regina Ragland, Veronica Miller and Louise Cohen. Laptop Ccsnputers: ' Tom Barnwell reported that this issue has been discussed by the Board.' There are 250 students that are identified that will be getting computers in the fall. Churches and Organizations are asked to make contributions to the Foundation that is being formed to assist children who's fancily will not be able to afford the computers. The Board of Education will have a program that will allow each family to pay $30.00 to $30.00 a month for the computer. The computers will be insured and there will -be a maintence ! program. • Mr. -Barnwell suggested that this organization set up a committee to look at the possibility of this organization helping out anyway we can. Tom Barnwell reported that this week's newspaper stated that the Public Service District will begin to send refunds to those who are eligible for it, NAACP Presiderm �. Veronica Miller reported that the NAACP -meeting is scheduled for Saturday, .hme 29, 1996 at 6:30 p.m. at Mt. Calvary Baptist Church. It was Motioned by Regina Ragland and second by Melvin Campbell that this meeting be adjourn. Meeting was adjourned at 10:00 a.m. t Submitted by: Louise Cohen A CJ ` 30 : � X1.4,. t. d,o.r��.` � j�� .� _ _ .. � •�AT,�:��4'.9.,..�4.., .. 1n ;.? 1 ,.., , .. 1. Tom Barnwell 7a7 I 1 2. Louise Cohen 3. Murray Christopher 4. Emory Campbell 5. Chris Green Jr. 6. Morris Campbell ,7. Ayoka Campbel l 8. Bill Stubblefield C'9. Deborah Robinson ; • 10. Perry White 11. Ruth Germany 12. Regina Ragland 13. Leander Cannick 14. Melvin Campbell 15. Veronica Miller i 16. Janie Jones 1 _ , 17. Irvin Campbell 18. Joe Simmons 19. Carletha Gadson i i• 31 ! �' "'•'� �.f � ,,yy � � ` f f ��` `o-�<w�t`�j,'i_wo r o , �h,n � '�' �� . 4�—•�!' � � iy<i� x.'�^5�.�� tp'F N��jfr,'�m{�Z+��Af},,i l '{\qy%nC'Ntf1 4}! SECTION G: „n Tnv u v7rTPFT%TT' 9 REPORT I C. EXHIBIT XIII GULLAH CELEBRATION PROFIT & LOSS DETAILS JANUARY THROUGH AUGUST 2002 Ft v u $ 9,424.18 Art Exhibit 2011.00 Barbecue 800.00 Brochure Ads 190.00 Business & Economic Summit 930.00 Co mmur* Awards Program 2,190.00 Silent Auction 8,250.00 Corporate Spon=shil) 150.00 Freedom DaY 2,034.98 Gospel Celebration 75,000.00 Town of HH ATAX 2225.00 Symposium 848.88 Youth Talent Slaw & Dance 5,181.42 Gullah Menorabliia 1,780.00 Sweethearts Ball 4,800.00 I Vendors 410.00 Walk-A-Thon 112,123.44 Tout Revenue Ex CArts & Crafts 5,33610 Freedom DaY 14,049.58 Advertising 7,308.00 Art Show 7,935.31 Arts 3 Crafts 118.44 / Awards 1,754.82 I Brochure 1,522.58 Business 8 Economic Summit 3,154.58 Co nxnrxdty Awards 4,999.55 Marketing Consultant 2,578.30 Go Apprecisfim Dinner 5,703.88 *re Gospel CdWa*M 810.00 r Wish Barbecue 3,922.30 Coordinator x tj Gullah Memorabilia 12,500.00 Nelghborhood Projects 1,049.55 Office. 944.58 !� I Postage 1,250.00 tfi . Posters 441.07 2µt Storalle 1,984.91). Sweethearts Bail 850.00 '+. Symposium 1,437.00 - - : Gullah Celebration Ho01ne 215.00 I' jE V3ndoc Licenses 33' ps —,-� • R EXHIBIT XIII GULLAH CELEBRATION C' PROFIT & LOSS DETAILS JANUARY THROUGH AUGUST 2002 Walk A-Thon $ 100.00 Web Site 337.50 Youth Program 855.00 Miscellaneous Expenses 1,090.01 Total Expenses 87,81.89 Surplus $ 24,639.55 .....�, y GULLAH CELEBRATION C PROFIT & LOSS JANUARY 1 THROUGH DECEMBER 31, 2001 G-2 What impact did this have on the community or benefit tourism? The $75,0000.00 grant contributed immeasurably to the success of the Sixth Annual Gullah Celebration. For the month of February, the Native Island Business and Community Affairs Association, Inc. (NIBCAA) and the Native Islander community were center stage in showcasing the rich heritage of the Gullah Culture existing in the Lowcountry. Because of its involvement in this endeavor, NIBCAA made major strides toward some of its goals and objectives. From a community standpoint, the Gullah Celebration: 1. Improved its relationship with the Town of Hilton Head, 2. Established a working relationship with the Chamber of Commerce and the Hilton Head Island Hospitality Association, 3. Heightened the awareness of the non-native sector of Hilton Head Island, to the Native Islander community, 4. Increased the awareness an understanding of the Gullah Culture in the Lowcountry, 5. Gave Native Island businesses and opportunity to display their services to the Hilton Head Island community at large and, 6. Established more clout and influence not only with the Native Islander community, but also with the Hilton Head Island community in general., 7. Is recognized as one of the "Top Twenty Events" in the state of South Carolina. The Gullah Celebration has experienced consistent growth over this six—year period in attendance, recognition and participation and has benefited tourism on Hilton Head Island. To achieve continued growth, we are looking to expand the administrative operations and marketin&dvertising campaign. The current marketing plan (See Exhibit XIII) incorporates a national publicity and direct mail campaign, a regional publicity and advertising campaign and a local advertising campaign. For 2004, we will look to expand the national direct mail campaign, the regional advertising campaign, and the Internet. (See Exhibit XIV) The Gullah Celebration works in conjunction with local organizations that wish to produce events under the umbrella of the Gullah Celebration. For example, we are collaborating with the Self -Family Art Center in producing an annual afro -centric event highlighting storytelling, music and dance. 36 6. .� r ,—�K.F ._[ fiin-z r✓ f``i.��) F � L ,y ' tri s� F _.' y} 4 1 u. 1 T•r i" i ! G-2 What impact did this have on the community or benefit tourism? The $75,0000.00 grant contributed immeasurably to the success of the Sixth Annual Gullah Celebration. For the month of February, the Native Island Business and Community Affairs Association, Inc. (NIBCAA) and the Native Islander community were center stage in showcasing the rich heritage of the Gullah Culture existing in the Lowcountry. Because of its involvement in this endeavor, NIBCAA made major strides toward some of its goals and objectives. From a community standpoint, the Gullah Celebration: 1. Improved its relationship with the Town of Hilton Head, 2. Established a working relationship with the Chamber of Commerce and the Hilton Head Island Hospitality Association, 3. Heightened the awareness of the non-native sector of Hilton Head Island, to the Native Islander community, 4. Increased the awareness an understanding of the Gullah Culture in the Lowcountry, 5. Gave Native Island businesses and opportunity to display their services to the Hilton Head Island community at large and, 6. Established more clout and influence not only with the Native Islander community, but also with the Hilton Head Island community in general., 7. Is recognized as one of the "Top Twenty Events" in the state of South Carolina. The Gullah Celebration has experienced consistent growth over this six—year period in attendance, recognition and participation and has benefited tourism on Hilton Head Island. To achieve continued growth, we are looking to expand the administrative operations and marketin&dvertising campaign. The current marketing plan (See Exhibit XIII) incorporates a national publicity and direct mail campaign, a regional publicity and advertising campaign and a local advertising campaign. For 2004, we will look to expand the national direct mail campaign, the regional advertising campaign, and the Internet. (See Exhibit XIV) The Gullah Celebration works in conjunction with local organizations that wish to produce events under the umbrella of the Gullah Celebration. For example, we are collaborating with the Self -Family Art Center in producing an annual afro -centric event highlighting storytelling, music and dance. 36 6. .� r ,—�K.F ._[ fiin-z r✓ f``i.��) F � L ,y ' tri s� F _.' y} 4 1 Celebration, we designed a survey form and In order to track the impact of the Gullah triv interviewed tourists at various events. C.. Visitor were performed at Freedom Day, the Arts, Crafts and Food Expongth surveys of stay and Gullah Barbecue. The purpose was to determine percentage how the visitors were informed. The sample size of 487 was approximately a 5% for Freedom Day, 6,900 over two days for the representation We estimate 550 attendees Arts, Cmfts and Food Expo and 2,200 for the Barbecue. Recap: 640/a of attendees were visitors from out-of-state, with 5% only staying for the day. 81% of the visitors traveled by automobile, 15% by air and 4% by boat, group tour bus or train. 29% stated at Island resorts, 25% at vilWcondo properties and 13% at area who live here during hotels/motes. The Celebration enjoys a loyal following of visitors 18% of visitors. An additional 6% stayed with family and ' the winter, they represent friends. The average length of stay, not including "snowbirds" is 8.3 days, with 33% the island solely for the weekend events. Please note that there is some overlap of visiting the villa/condo and island resort visitors. How Attendees were Informed: �. Brochure 32% Newspaper 17% Visitors Center 12% In -Room Information 13'/0 Internet 7.5% Family/Friends 5.5% Magazine 5% Penn Center Referrals 2.5% COC Publications 1% Radio/CablelTV/Schools 1%each. Brochures that were mailed or picked up from drop off sites. Approximately 720/a of l visitors surveyed had a brochure prior to coming to the event. � s i {(f Cr a7 9=awl Ad Responses g s r \ This data is based on individuals that called the toll free number in response to advertising or referrals. It is important to note that the following numbers are not based on 100% capture. It is important to note here that 3 of the responses came from periodicals that carried articles in 1999 and 2000. Total: 179 Informed Via: Internet 21% Newspaper 10% Family/Friend 7.8% Magazine 7.3% Past Attendance 4.5% The campaign focused on two travel weekends, February 81h and February 161h. February8th experienced the highest out-of-state visitation Visitors expressed that this particular weekend provided the most cultural activities. To continue to attract out-of-state visitors and increase attendance numbers, strict attentions will be paid to planning cultural events during high travel weekends. For February high -travel weekends are President's Day and Valentine's Day weekends. An opportunity area still remains with group tours. There was a significant response to the ad in CGroup Travel Leader magazine. Based on the timing of the ad (January, 2002) we can assume that of those who inquired about the Celebration need more advance time for planning. We will continue to follow-up during the year with those leads. They will receive an outline of the events not later than June. Early ads will be placed to attract this customer base. The internet has proven to be a success advertising medium but we have not yet to begin to the realize the intemet's full potential. Additional marketing and advertising strategies will be applied to increase the Gullah Celebration's presence in cyberspace. Another option might be to ass a selling feature to the site and sell travel packages as well as Gullah Celebration paraphernalia. In addition to the mailing of 2500 brochures, a direct mail package including brochures, rack cards and Gullah Celebration Accommodations Package information was sent to 250 organizations. Again here we can make the assumption that the mailing will result in responses for future Celebrations. To insure continued growth of attendance at the Native Islander Gullah Celebration, additional to "brand" the Native Islander Gullah Celebration, future marketing strategies will be designed t�. _.; develop new regional markets (Atlanta and Charlotte have proven to be excellent markets with t repeat customers); improve in-state visitation and create national and global partnerships. An expanded offering of cultural programming will facilitate the development of a loyal repeat " customer base and give the Native Islander Gullah Celebration the distinction of being recognized as a Gullah cultural event versus an African American festival. 38 I z'T� ''�'.c, 3' 'd ��t�'' a•c .: � 4 a'i'= S 5;, 'ff:'^� gcz�3 ��r ' jt ��i�.�} T � -"r�� •,Ft r p - .lr" EXHIBIT X LINE -ITEM BUDGET . .a� GULLAH CELEBRATION BUDGET 2004 C SOURCE OF FUNDS I e Revenue Event Ticket Sales Community Awards Program 300 Adufl@525.00; 200 Children@ $10.00 $ 9,500.00 " Sweethearts Ball 200 Adults@ $20.00 4,000.00 " Gospel Celebration 1, 118 III Gospel Celebration 1• 900.00 Gospel Celebration II 7,500.00 Gospel Celebration III• 1,000.00 Grants and Sponsorship 9,400.00 Art Exhibit- Open House 100@ $5.00 500.00 - Freedom Day (Booth Sales) 200.00 " Symposium 100 Tickets@ $5.00 500.00 Gullah Barbecue 2,000.00 Arts, Crafts 8 Food 5,000.00 " Walk-A-Thon 250.00 " Youth Program 1,000.00 " Business 8 Economic Summit 150 @ $5.00 750.00 Gullah Authors 100 (8 $5.00 500.00 Wish One -Acts 250 Tickets @ $5.00 1,250.00 Gullah Culinary memo. 100Tickets @ $10.00 11000.00 Gullah Poetry Contest 100 Entries Q$10.00 1,000.00 0 Total Ticket Sales $ 36,850.00 Other Income Gullah Memorabilia- T -Shirts 200@ 10= 2,000, Tote Bags 50Q 15= 750, $ 6,250.00 Hat 50th 15= 750, Sweats 1000 20.00= 2,000, Cups 50@10= 500 Polo Shirts 10 @ 25.00= 250 Art Sales 10,000.00 Silent Auction 2,500.00 Total Other Income $ 18,750.00 . Grants and Sponsorship ATAX - $100,000.00 Corporate Sponsorships 12,750.00 SC Parks Rec. 8 Tourism 12,000.00 Total Grants 8 Sponsorships $124,750.00 Carryover Balance from 2003 (5161,9138-150,350) $ 11,638.00 Revenue Grand Total $191,M.00 • Free will offering " These events supported by Corporate Spon sorsNps } � 34A EXHIBIT X -A VENUE TOTAL 5 325000 GULLAH CELEBRATION BUDGET 2004 SWEETHEARTS BALL $ 1,500'00 i REGIONAL & LOCAL TALENT COST OF PROJECT VENUEISOUND SYSTEM SET UP 1,300.00 COMMUNITY AWARDS PROGRAM $ 500.00 GUEST SPEAKER TOTAL 500.00 RECEPTION (Verve) SIT DOWN DINNER (Vee) 350 0 $30 GOSPEL CELEBRATION (THREE EVENTS) 10,500.00 ENTERTAINMENT TALENTS 1.500.00TOTAL $ 13,000.00 FREEDOM DAY $ 0'00 GUEST SPEAKERS 3 Speakers @ $250 each 00.00 VENUE GOSPEL CELEBRATION I & III 1,000 SOUND SETUP VENUE 750.00 1'x'00 ENTERTAINMENT TALENT 3 Groups $200 each TOTAL $ 3,500.00 BUSINESS 3 ECONOMIC SUMMIT $ 1'500'00 LUNCHEON VENUE'S BUSINESS PANELISTS GOSPEL CELEBRATION If 1'�'� TOTAL $ 3000 00 YOUTHPROGRAMS $ 1,500.00 TALENT SHOW 1'x'0 CDANCE :; j, ` 250.00 VENUE TOTAL 5 325000 SWEETHEARTS BALL $ 1,500'00 i REGIONAL & LOCAL TALENT VENUEISOUND SYSTEM SET UP 1,300.00 J FOOD 300 ®515 ��4,500.00� TOTAL $ 7,300.00 GOSPEL CELEBRATION (THREE EVENTS) TALENTS $ 5,000.00 VENUE AND SET UP 3,000.00 e TOTAL $ 8,000.00 l; GOSPEL CELEBRATION I & III VENUE $ 250.00 TALENT 3 Groups $200 each 800.00 " SOUND SYSTEM 51,350.00 X2 = $2,700.00 GOSPEL CELEBRATION If VENUE- Self Family Arts Center $ 3,000.00 TALENT- Gullah Voices 1,700.00 4,700.00 j, ` 39 ig.y WIXf'"chf `Si'ri$i+%vt• y`3 �' s4`Y' w'�*:y .,ti— • -Vh rj" % EXHIBIT x -A GULLAH CELEBRATION BUDGET 2004 COST OF PROJECT ART EXHIBIT OPENING RECEPTION $ 1,000.00 VENUE SET UP 750,00 COMMISSIONS (ARTISTS & GALLERY) 7,000.00 ARTISTS JOURNAL 500.00 TOTAL $ 9,250.00 ARTS, CRAFTS Ill EXPO TALENT $ 5,000.00 SOUND SYSTEM 2,500,00 VENUE SET UP 2,500A0 LICENSES 200,00 GENERATORIADDITIONAL EQUIPMENT 500.00 TOTAL 7 10,700.00 ADMINISTRATIOW MARKETING WEBSITEITELEPHONE $ 7,500.00 LOCAL/REGIONAL/NATIONAL PRINT ADS 50,000,00 RADIO C71RECT MAIL 3,000.00 5,000.00 EVENT PROGRAM DESIGN/PRODUCTION 10,500.00 ACCOUNTING/AUDITING 3,50il,00 PHOTOGRAPHYMDEO 1,20000 TOTAL S 80.700.00 MISCELLANEOUS COMMISSIONED ARTIST 2,000,00 GULLAH MEMORABILIA 4,510,00 GULLAH CELEBRATION COORDINATOR 31,200.00 { TOTAL S 37,700.00 . GRAND TOTAL COST FOR GULLAH CELEBRATION 2004 t 176,400.00 E . i 40 ^a�syrl53.,�d� GULLAH CELEBRATION BUDGET 2003 C`, Line Item Budget Revenue Event Ticket Sales $ 8,750.00 Banquet 2,500:00 Music Celebration 8,400.00 Gospel Celebration I, II & III 1,000.00 Art Exhibit 500.00 Freedom Day 1,000.00 Symposium,2,000.00 Gullah Barbecue 3,500.00 Arta, Crafts & Food 1,000.00 Youth Program 200.00 Walk -A-Tion 2,000.00 Business & Economic Summit _---- $ 30,850.00 Total Ticket Sales Other Income ; 3,000.00 Gullah Memorabilia 10,000.00 Art Sales. 3,000.00 Journal Sales Poster Sales �" 500.00 � 00 Raffle Sales, Total O?her Income $ 17,500.00 Grants anc!Swonsonhlo $ 75.000.00 / ATAX 16,450.00 Corporate Spor.sarships .�---�— 7,500.00 i SC Parks Rec. & Tourism Total Grants & Sponsorships s 96,950.00 i Carryover Balance from 2002 (Estimated) $ 14,888.00 b' Revenue Grand. Total $ 161,998.00 f k i ,fit C is i frkt �- ... -.f..F,a..mrnba•aa�n�7ti.`:�hL.r+9.en - � , � - _ .. - :�4SR?35. <�irN'%J�.:vt��'r }�,_ .. -.: i r- GULLAH CELEBRATION BUDGET 2003 COST OF PROJECT CELEBRATION KICK-OFF BANQUET GUEST SPEAKER i 1,000.00 RECEPTION 500.00 SIT DOWN DINNER 10,500.00 ENTERTAINMENT 1,500.00 TOTAL $ 13,500.00 FREEDOM DAY GUEST SPEAKERS i 500.00 SOUND SET UP 250.00 , ENTERTAINMENT 500.00 TOTAL $ 1,250.00 BUSINESS & ECONOMIC 8UMMIT LUNCHEON i 11500.00 VENUE 500.00 BUSINESS PANELISTS 10X0.00 TOTAL i 3,000.00 YCUTH PROGRAMS TALENT SHOW 3 500.00 DANCE 500.00 TOTAL $ 1,000.00 .MUSIC CELEBRATION REGIONAL & LOCAL TALENT S 1,500.00 VENUEISOUND SYSTEM SET UP 1,300.00 FOOD, 2,500.00 -f--5.3W00 TOTAL GOSPEL CELEBRATION ITHREEE%2 'I TALIEWS i 5,000.00 VENUE AND SET UP 21500.00 TOTAL 7,500.00 ART EXHIBIT t t OPENING RECEPTION $ 11000.00 1!. VENUE SET BJP 500.00 COMMISSIONS (ARTISTS & GALLERY) ; 7,000.00 ARTISTS JOURNAL TOTAL 9,000.00 I - t �','. . r... ,lex 4t•.•-!��k�.im;.. _ .. &.. , n ._ _ , ,.. '� .. .. ��.�N.+fi[:h};, , ,...... 1. ,.M .. 1 .. r. 0 GULLAH CELEBRATION 2002 C SOURCE OF FUNDS Event_ Sales 400@ A ' 12,000.00Banquet Musk Cekaxabon 300®i15/Aduft 450.00 ' 6,250.00 Gospel Celebratiori Wj $10/Adult: 250 @$Whild Art Exhibit WAW $5•00 Per Perms Arts, Crafts 3 Food Expo 15 craft@ $250;10 Food @ 350 7,250.00 ' Business d Economic Summit 3000$10 3,000.00 Total Ticket Sales $ 30,450.00 thlrsr Income Wish Memorabilia- T-shirt Sales 200@510; 100 Sweats $20 $ 5,950.00 Evert Hats 1000 $12; 50 Cups @ $10; 25 Toe Bags @$10 1,000.00 Journal Ad Sales- Banquet 1,000.00 Journal Ad Sales- Music CCelebration 1.000.00 Art Sales 15,000.00 Posters 500.00 �' Guilah Barbacue �� $ 25,950.00 Total Other Incorne Grants & suonambipsr Corporate Sprships (See Exhibit VI) onso $ 16,450.00 South Carolina Park and Recreation 3,500.00 0ATAC Grant 75,000.00 ` Total Grants and Sponsorships 5 94,950.00 Estimated Balance from Gullah Celebration 2001 (See Extgt*t VII) S 29,836.00 Grand Total, Sources of Funds 5195,038.00 r— ' nIESE MAJOR EVENTS ARE SUPPORTED BY CORPORATE SPONSORSHIPS 7 ` 1 , s t ea.;i!x..r�"„t �{ .. ... .,. .. .... GULLAH CELEBRATION BUDGET 2002 COST OF PROJECT rEi FBRAT ON =K-OFF BANQUET S 1,500.00 GUEST SPEAKER 500.00 RECEPTION 1 800 SIT DOWN DINNER 1,850..00 1.00 ENTERTAINMENT � $ 14,850.. 00 TOTAL FREEDOM DAY GUEST SPEAKERS i 500.00 SOUND SET UP 500.00 100.09 ENTERTAINMENT TOTAL i 1,100. 13USIMEAlt s ECONOMIC 8UMM1T i 3,000.00 LUNCHEON 500.00 VENUE 2,500.00 BUSINESS PANELISTS TOTAL i 8,000.00 YOUTH PROGRAMS GOSPELCELEBRATION i 1,500.00 ` TALENT SHOWIDANCE 1,500.00 �- t TOTAL 4' S 3,000.00 MUSIC CELEBRATION REGIONAL & LOCAL TALENT i 5,000.00 VENUE/SOUND SYSTEM SET UP 1.300.00 FOOD 4.500.00 TOTAL ; 10,800.00 EVENTS) GOSPEL CELEBRATION 1TYIfG TALENTS i 2,500.00 VENUE AND SETUP 2.500.00 TOTAL i 5000.00 C ,r I 45 � rZ`Yh �yW h' GULLAH CELEBRATION BUDGET 2002 COST OF PROJECT ART EXHIBIT i 1'000.00 OPENING RECEPTION i 500.00 VENUE SET UP $ 11,000.00 COMMISSIONS (ARTISTS & GALLERY) i 500.00 ARTIST JOURNAL $ 13,000.00 TOTAL ARTS CRAFTS 3 FOOD EXPO i 6,000.00 TALENT 2,500.00 , SOUND SYSTEM 2,500.00 VENUE SET UP 20000 LICENSES GENERATOR/AE DITIONAL EQUIPMENT 500.00 TOTAL i 11,700.00 ADMINIc7N1 MARKETING $ 2,500.00 WESSITE/TELEPHONE 22,000.00 LOCAL/REGIONAIJNATIONAL PRINT ADS 3,000.00 RADIO 3,000.00 DIRECT MAIL PROGRAM DESIGNIPRODUC i ION 7,500'00 EVENT � 3,50D.00rACCOUNTING/AUDITING C. PHOTOGRAPHYMDEO 1.200.00 i 4�� TOTAL MISCELI ANEOUB i 2,000.00 COMMISSIONED ARTIST 3,600.00 GULLAH MEMORABILIA 19,000.00 MARKETING CONSULTANT 15,600.00 GULLAH CELEBRATION COORDINATOR 25,000:00 NIBCAA COMMUNITY PROJECTS i65,400 o TOTAL . GRAND TOTAL COST FOR GULLAH CELEBRATION 2002 $173,350.00 t i j� i EWAW, f� t• .✓ fr u k 1�i1 f y� !,` r 1r . .. .7 "�s•�rr�3 �M_ ±�r� .. _ e , .. �P .. .,2i ,', �'��.z�N'i�wti�,S.`��}ts..�. .._1;,, GG -4 TOTAL ANNUAL FUNDING RECEIVED EACH YEAR BY THE GULLAH CELEBRATION AMOUNT FUNDED YEAR PROJECT NAME FIRST ANNUAL GULLAH CELEBRATION $50,000.00 1997 SECOND ANNUAL GULLAH CELEBRATION $35,000.00 1998 THIRD ANNUAL GULLAH CELEBRATION $50,000.00 1999 FOURTH ANNUAL GULLAH CELEBRATION $50,000.00 2000 FIFTH ANNUAL GULLAH CELEBRATION $75,000.00 2001 SIXTH ANNUAL GULLAH CELEBRATION 575.000. -Pe 2002 SEVENTH ANNUAL GULLAH CELEBRATION 575,000.00 2003 E I 4� ' z � Me Y[ f f a SECTION H: s ADDITIONAL COMMENTS yr S 7{cp�t � 1 i - I � EXHIBIT•XV !� CHAMBER -OF COMMERCE ,i JI C` 'O S O U T H C A R L I N •A NATI.ONAL CHAMBER OF THE YEAR September 19, 2001 Mr. ©avid Wanes Chairman, Accommodations Tax Advisory.Committee Town° of HUton Head Island One Town Center Court Hilton Head island, SC 29926 Dear David: On behalf of the.Boerd of Directors, i am writing to.ask that the Town of Hilton .Head's Accommodations Tax Advisory Committee give careful consideration to the request for funding support for the Gullah Celebration scheduled for February '2002. Beginning February. V*, 2002 and running through February 24, 2002, the Native Island business community' will host -the -Annual Native Islander Gullah C t Celebration showcasing the music, food, crags:, history and arts of the Native Island Gullah people. The' Hatton bead -Island. Chamber of Commerce believes this montlriong event wig assist in bringing new visitors to the area and ultimately generate additional accomrnodations tax revenues. I would like to express the Chamber's strong support for the Gullah Celebration's request for. Accommodations Tari funding. Yourfavarabie consideration would. be much appreciated. Sincerely yours, 1( ; William G. Miles'. `t President 8. CEO QQQQ'' F to WGM/ck 112 2 ! ' I!O: $« sbu7' H!koo H..J �. K 29V38 • Eeu3i 7e5367s • fa teas17Di7No-..,,rE �.oy • ,..+wJ�m�i..�,L.',ay i f 49 �'� '�f`.H S� � � +y�R-"'��'� .r Y y`3 ^s''2^e'}�R'♦�, +t`�.v'�5"' FUS 1 � �. ."F t..kyr�}ttt,�!•��}4+.f,7(v� y 3 1, .. �. �K��.i'@ ��^�;� 5,1 t . I NATIVE ISLAND BUSINESS & COMMUNITY AFFAIRS ASSOCIATION, INC. Financial Statements I For the Year Ended December 31, 2000 I i S P " ' r i� 3 Ivax� j I 1 _ l Native Island Business & Community Affairs Association, Inc. Contents Page , Report of Independent Certified Public Accountants 2 Statement of Assets, Liabilities, and Net Assets —Cash Basis 3 Statements of Support, Revenue and Expenses - Cash Basis 4 Statement of Cash Flows 5 Statement of Functional Expenses — Cash Basis I C 6 . Notes to Financial Statements 7 --9 �f kyr � i, w 1 � �P � • j �'�wt��1� L}n � s I+ ^ aai�'�+� + S y;j 'V .*^� ^�` i �°� y C � � .,�.�V� X49 %? 1 •'",� �YifTCCrn�j{f �y ... 4 ��•��i�� Si�� _ _ Report of Independent Certified Public Accountants To the Boo of Directors Native Island Business tai Community Affairs Association, Inc. Hilton Head Island, South Carolina We have audited the accompanying statement of assets, liabilities, and net assets - cash basis of Native Island Business & Community Affairs Association, Inc. (a not-for-profit organization) as of December 31, 2000, and the related statements of support, revenue and expenses - cash basis, cash flows and functional expenses - cash basis for the year then ended. These financial statements are the responsibility of the Association's management Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well' as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. As described in note 2, these financial statements were prepared on the cash basis of accounting, which is a comprehensive basis of accounting other than accounting principles generally accepted in the United States of America In our opinion the financial statements referred to above present fairly, in all material respects, the assets, liabilities, and net assets of Native Island Business & Community Affairs Association, Inc.' as of December 31, 2000 and its support, revenue, and expenses and cash flows for the year then ended inconformity with the basis of accountin described in Note 2. CHilton Head Island, South Carolina October 16, 2001 52 i 3 NATIVE ISLAND BUSINESS & COMMUNITY AFFAIRS ASSOCIATION, INC. Statement of Assets, Liabilities, and Net Assets - Cash Basis December 31, 2000 IASSETS Cash and cash equivalents $ 141,030 Loans receivable (Less: allowance for doubtful accounts) 372,595 I Office equipment (Less: accumulated depreciation) 3,476 896 Deposits ITOTAL ASSETS $ 517,997 LIABILITIES AND NET ASSETS LIABILITIES $ 393,250 Notes payable - line-of-credlt lNET ASSETS 124,747 Unrestricted 124,747 TOTAL NET ASSETS f$ TOTAL LL4BILITIES AND NET ASSETS 517,997 �a 1s 1 � I 4 Oil I t t See notes to financial statements. r., E 4 � 14'ATIVE ISLAND BUSINESS & COMMUNITY AFFAIRS ASSOCIATION, 1M. Statements of Support, Revenue and Expenses - Cash Basis for the year ended December 31, 2000 Temporarily 4 Unrestricted Restricted Total REVENUE Memberships $ 4,427 $ - $ 4,427 Grants 150,765 - 150,765 Special events 46,778 - 46,778 Contributions 12,850 - 12,850 Investment income 10,070 - 10,070 Other income 10,974 _ 10,974 Net assets released from restrictions: i Restrictions satisfied by payments Revolving loan program C. 56,249 (56,249) TOTAL REVENUE 292,113 (56,249) 235,864 EXPENSES Program Services Revolving loan program 105,515 - 105,515 Gullah Celebration 89,952 - 89,952 Support Services General and.adminislrative 38,969 - 38,969 - t TOTAL EXPENSES 234,436 - 234,436 CHANGE IN NET ASSETS 57,677 (56,249) 1,428 OF YEAR 67,070 56,249 123,319 NET ASSETS AT BEGINNING NET ASSETS AT END OF YEAR $ 124,747 $ - $124,747 I j I 5t --notes to financial statements. i 54. 1 s ,"afEi� f �5"' '`i� } rig f 4nr t&"rcr NATIVE ISLAND BUSINESS & COMMUNITY AFFAIRS ASSGC'AT'ON"NC' jj Statement OfFuncdonal Expenses - Cash Basis in. year ended December 31, 2000 Program Services Supporting Services Revolving Total General Loan Gullah Pmg= and Total program Celebration services Administrative Expenses; Advertising and marketing S - S 9,669 S 9,669 S 75 S 9,744 Allowance for doubtful accounts 28,069 - 28,069 5D0 28,069 7,339 Accounting and professional fl:es 4,838 2,000 6,838 Arts and Crafts Show 84 17,509 17.593 - 47 17,593 453• Bank charges 386 20 - 12,733 406 12,733 1,200 .13,933 Banquet Conference and conventions 459 495 944 400 1,344 Consultant 16,50D 16,5D0 9.301 25,801 Contractlabor 43,300 43,3DO 13,179 56,479 979 - Copying 679 879 259 1,138 389 399 787 - - 787 1,600 Gullah lecture - 1,600 943 1,600 843 658 1,501 Gullqb Celebration 994 994 - 994 Gospel Celebration 1,700 1,700 1,70D GullahBar'becum, 2,439 - 2,439 2,439 Insurance expense 6,316 - 6,316 241 6.557 Cretest p. . Celebration - 2,213 2,213 - 2,213 Otba expenses 2,953 1,021 3,974 600 910 700 4,894 130D Membership 600 - - 4,943 4,943 -4,943 Memorabilia bEsalldteons 194 5,951 6,135 60 6,195 Postage and cxpmw .382 25D 6,936 632 8,336 681 1,516 1,313 9,852 Printing and copying 1,400 9,060 - 9,06D 3.232 12,292 Rent Supplies 1.067 3,134 4,201 2,123 6,324 Telephone and utilities 2.070 488 7,558 224 7,732 Travel 26 26 Z779 1i3 2,779 139 - Typing 241 536 Web site maituenanoc 779 779 Total expenses Tdbefbm 1058115 89,952 195tO67 39,197 233,264 -ti l' Depreciation - 400 400 772 1,172 105,515 S 69,957. S 195,467 S 38,969 S 234,43, See notes In financial 3"'C"MCOIS Native Island Business & Community Affairs Association, Inc. Notes to Financial Statements December 31, 2000 Note 1 - Organization Native Island Business & Community Affairs Association, Inc. C Native Island') was incorporated to improve the quality of life of Hilton Head Island native residents and their communities primarily through the development and promotion of businesses of native islanders. Note 2 - Significant Accounting Policies Basis of Accountine The financial statements of Native Island Business & Community Affairs Association, Inc. have been prepared on the cash basis of accounting which is a comprehensive basis of accounting other than accounting principles generally accepted in the United States of America—Consequently, revenues are reported when received rather than when earned and expenses are reported when paid instead of when incurred. Accordingly, these financial statements are not presented in accordance with accounting principles generally accepted in the United States of America. Financial Statement Presentation In 1997, Native Island elected to adopt Statement of Financial Accounting Standards (SFAS) No. 117, "Financial Statements of Not for -Profit Organizations" as accepted in the United States of America Under SFAS No. 117, the Association is required to report information regarding its C_ financial position and activities according to three classes of net assets: (unrestricted net assets, temporarily restricted net assets, and permanently restricted net assets), based upon the existence or absence of donor -imposed restrictions. In addition, the Association is required to present a statement of cash flows. Contributions Native Island accounts for contributions in accordance with the recommendations of the Financial Accounting Standards Board of the United States of America in SFAS No. 116, 'Accounting for Contributions Received and Contributions Made," which was adopted by the Association in 1997. Contributions that are restricted by the donor are reported as increases in unrestricted net assets if the restrictions expire in the fiscal year in which the contributions are recognized. All other donor - restricted contributions are reported as increases in temporarily or permanently restricted net assets depending on the nature of the restrictions. When the restriction expires, temporarily restricted net _ It I assets are reclassified to unrestricted net assets and reported in the statement of activities as net assets released from restrictions. J } Cl 2 FA q'� C+s+ q 8 Native Island Business & Community Affairs Association, Inc. Notes to Financial Statements ( December 31, 2000 Note 2 - Significant Accounting Policies - (continued) Cash and Cash Equivalents For purposes of the statement of cash flows, cash and cash equivalents include time deposits, certificates of deposit and all highly liquid debt instruments with original maturities of three months or less. At December 31, 2000, bank balances totaled $141,030, of which all was insured by FDIC. Equipment l Equipment is stated at cost or in the case of donated assets, at fair market value at the date of donation. Depreciation is provided on a straight-line basis over the estimated useful lives of the assets. Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and reflect certain amounts and disclosures. Accordingly, actual results could differ from those estimates. - Functional Allocation of Expenses The costs of providing the various programs and activities have been summarized on a functional basis in the statement of activities. Accordingly, certain costs have been allocated among the programs and supporting services benefited. Income Taxes Native Island Business & Community Affairs Association, Inc. is a tax exempt, not-for-profit entity and is exempt from federal income tax under Internal Revenue Code Section 501(cx4) and therefore has made no provision for federal income taxes. Native Island is not considered a "private foundation" under the meaning of Section 509 (a) of the Internal Revenue Code. There was no unrelated business income for 2000. .' Note 3 - Loans Receivable q Native Island has established a Revolving Loan Program to promote economic development in the Native Island Community by providing needed capital for start-up, repairs, equipment expansion and working capital for Native Island businesses. Qualified applicants are loaned funds at prime rate +� as stated in the Wall Street Journal, plus 2% with maturities of such loan of up to 7 years. At December 31, 2000, the Organization had $407,595 of such loans outstanding of which loans in t } excess of $2,000 are secured by collateral requirements. Management has established an allowance 1 of $35,000 for loan identified as having collection problems. One loan of $23,727, for which a j reserve has been established, is currently in litigation. Management expects to ultimately collect this loan. „gym. Native Island Business & Community Affairs Association, Inc. Notes to Financial Statements December 31, 2000 Note 4 — Equipment Equipment at December 31, 2000 consisted of the following: Computer Furniture and fixtures Total fixed assets Accumulated depreciation $ 2,416 3 440 5,856 (2,380) $ 3.476 9 i Note 5 - Temporarily Restricted Net Assets I There were no temporarily restricted net assets for the year ended December 31, 2000. The Hilton Head Island Foundation guaranteed a grant to the Native Island Grassroots Leadership program in the amount of $75,000 of which $37,500 was released to Native Island for the year ended December 31, 2000. The remaining $37,500 will be released to Native Island for the year ended December 31, 2001 and will be recorded consistent to the Association's adopted cash basis of accounting which f is a comprehensive basis of accounting other than accounting principles generally accepted in the I 1 United States of America as described in Note 2. I Note 6 — Rent Expense Native Island entered into an eighteen month operating lease agreement for office space in June of j. l1999 which has been extended for an additional eighteen month period through June 30, 2002. Rent expense through June 2000 amounts to approximately $975 per month and $1,038 per month through December of 2000. Total rent expense for all operating leases amounted to approximately $12,292 for 2000. Future minimum rent expense expected under the extended operating lease amount to approximately $19,116. There are no contingent rentals under the operating Iease agreement. Note 7 - Bank Line of Credit n> At December 31, 2000, Native Island had an $800,000 line of credit with Carolina First Bank that is secured by all note and collateral instruments receivable and owned or acquired pursuant to the closing date of the agreement between Native Island and individual borrowers as disclosed in Note 3' ?” 3. The agreement provides for Native Island to draw upon the line of credit as needed through March 31, 2002, with an interest rate of 2% above the thirty -day LIBO rate. As of December 31, 2000, $393,250 of the line of credit had been drawn down and was outstanding. l - I59 r,; , .,F� {r �i3svr �r ,a-�- ��-�t- ,,�----e; 3 �•�*.�^'r' .c+- z ry urs VY1 r t rxf y.rt... 2''�' i��`y{�^�'j�l9Y`;c �1u�$t+� ' i �•;�, ��'� k.> c 3'sWM APPLICATION FINAL CHECKLIST (Complete and return this list with the application) ,- TOWN OF HILTON HEAD ISLAND One Town Center Court, Hilton Head Island, S.C. 29928 (843) 341-4600 Fax (843) 842-7728 http://www.ci.hilton-head-island.sc.us October 9, 2002 Thomas D. Peeples JMayor James. ori Finger - ames K Carlin MLg 4 Mayor Prorem Th Hilton Head Dance eatre P 0 Box 5761 a Coaneil Members Hilton Head Island, SC 29926 Willie (Bill) Fergusni .: 2003 Performance Season _ Kenneth S. Heirtke h ') W. J. (Bill) Morel John safay Dear Ms. Finger George W. Williams, Jr. .. ' Thank you for your application for Accommodatlofis Tax funds. You are scheduled to appear - Stephen G. Riley before the Accommodations Tax Advisory Committee in Town Hall Council Chambers (One - Town Manager Town Center Court) on Thursday; October 17, 2002 at 9:30 A.M. You are requested to be present at ]east 15 tiinutes before your presentation and are expected to spend 30 to 60 minutes at the hearing. Please lie prepared to discuss your organization's long- range goals and the rote'that bed tax fund& wilfplay in the future. Please note that the Accommodaiion Tax Oversight Committee and the Department of Revenue have determined that all applJcants for Bed TaxBojlais: must show a tourism impact from their program or event. Impact will be measured by the percent oftoirsts that aid participating in each applicant's program. This percent Will be the•basis for. what perbentof the total Dost that can be approved by the ATAX Committee. A tourist is defined as a visitor cotiung to Hilton Head island (not on business) from more than ffifty, miles away. .. Also, please find attached a copy of 2002 ATAX Applicants If you have a financial relationship with another applicant on the list, please be prepared to disclose the nature and extent of your relationship. Please be prepared to discuss your relationship with The Self Arts Center, and your impact on tourism: Very truly yours`, ( c7 David Warren, Chairman ara t Accommodations Tax Advisory Committee CC: Steve Riley, AICP Accommodations Tax Committee >>` 4}— DW/bb: DW/hb l a i `F_^•^, ..,,s. u.! ., ,.a H,__,J .1...xa..w a .. ,.,... „ .P5. Application for Funds To 9 The Accommodations Tax Advisory Committee GZ Town of Hilton Head Island South Carolina Hilton Head Dance Theatre 2003 Performance Season Sponsored by: The Hilton Head Dance Theatre P. O. Box 5761 Hilton Head ;island, SC 29938 Contact Persons: C�P Lori Finger, President Hilton Head Dance Theatre P. O. Box 5761 Hilton Head Island, SC 29926 (843) 671-2286, ext. 325 (843) 689-9686 (H) Carol Hack, Past President Hilton Head Dance Theatre P.O. Box 5761 Hilton Head Island, SC 29926 (843) 681-9791(H) Amount of Funds Requested For 2003: $20,000 I September 20, 2002 �s. I+` � 9.•��- e fJ. 1 '•(1 Z Ott �� 1 Tt Page A. Project Name ....................................................... 1 B. Organization..................:..................................... 1 C. Description of Project 1. General description...................................... 2 2. Project description.................. I.................... 2 3. Impact on and benefit to tourism ....................... 5 ` 4. Duration of project ....................................... 6 5. Permits required...:...................................... 6 6. Additional comments.................................... 6 D. Funding 1. Source of funds.; ......................................... 6 ' 2. _ Other funding sources................................... 6 3. Contributions by sponsoring organization............ 7 E. Financial Information ............................................. 7 1. Line-item budget (Appendix A) ........................ 11 2. Balance Sheet/P & L Statement (Appendix B)........ 12 F. Financial Guarantees.............................................. 7 1. Board'resolution (Appendix C)......................... 15 f G. Prior Recipient's Report 1. Use of funds .:...... .... ... . ..... ...... 8 2. Impact on community and benefit to tourism ......... 8 3. Previous and current year budgets (Appendix D)..... 16 4. Total ATAC funding received .....:................... 9 - i H. Additional Comments.......................................... 10 yj y t C. DESCRIPTION OF PROJECT 1. General description. ! ! The Hilton Head Dance Theatre requests $20,000 to support the program costs associated with the productions that we have planned for the year 2003. 2. If arts/cultural activity, give specific description of project (attach additional sheets, if needed). Performance Season In the year 2003, the Hilton Head Dance Theatre will bring many outstanding productions to our community drawing tourists, residents, visiting relatives, and friends. ■ New bear's Day in Old Vienna As we have done for the past several years; the Hilton Head Dance Theatre will provide the choreography and the dancers for a gala performance with the Hilton Head Orchestra in their annual New Year's Day celebration at the Westin Resort. This event draws hundreds of attendees every year. ■ Diversions The Hilton Head Dance Theatre has been invited by the Hilton Head C Orchestra to participate in Diversions scheduled for March 3, 2003 at the First Presbyterian Church. Hilton Head Dance Theatre will be providing the choreography and the dancers, dressed in elaborate costumes created by puppeteer Angela Beasley, for Carnival of the Animals. ■ Sleeping Beauty Our gala spring production, scheduled for March 2003, will be the enduring ballet classic, Sleeping Beauty. Surrounded by lavish sets and wearing Jexquisite costumes, this production will feature some of our most talented +~ dancers as well as several accomplished male guest artists. For this production, we will take up residence in the Self Family Arts Center for almost two weeks and have eight performances drawing as many as 2,600 attendees. In the past, our highly successful spring productions have included a�#r" Cinderella, Swan Lake and Coppelia. The Swan Princess h� Our younger dancers will assume the starring roles in this charming li production of a classic story scheduled for early May at Dunnagan's Alley. There will be at least four performances with four different casts drawing a ait4y� I total audience of almost 800.Previous children's ballets have included 1 Cinderella and Sleeping Beauty. x }, �t.1. i� r` • a41 P \ .�k�h to fl-,..�x,h,z S1r l� F 4i s•.lA�r T FS' i.g C rr; ,, C■ Terpsichore For the very first time, Hilton Head Dance Theatre will take its crowd- pleasing progoun of tap, jazz, classical and contemporary ballet to the Self Family Arts Center rather than Dunnagan's Alley where it has played to sold out houses for several years. This exciting program is scheduled for early August enabling us to provide an excellent evening's entertainment to some of our many summer visitors. As a result of moving to the larger venue, we hope to attract as many as 660 ticket buyers. ■ Collaboration with the Hilton Head Community and Youth Theatre After the highly successful run of Fame in the summer of 2002, the Hilton Head Dance Theatre and the Hilton Head Community and Youth Theatre both anticipate another collaborative effort in the summer of 2003. This provides an affordable entertainment alternative to summer visitors. Asofthiswriting, the program that will be presented has not yet been determined. ■ The Orlando Ballet For the first time since 1999, the Hilton Head Dance Theatre brought a Hilton Head in September of 2002. The Orlando professional company to Ballet, underthe direction of international ballet legend Fernando Bujones, did two sold out performances at the Self Family Arts Center. It is the intention of the Hilton Head Dance Theatre to bring them back for a return engagement in September of 2003. ■ The Nutcracker Since 1985, Hilton Head Dance Theatre has ushered in the holiday season with an elaborate presentation ofthe holiday classic, TheNutcrarler. In 2003, we will take up residence in the Self Family Arts Center for almost two weeks scheduling nine performances enabling over 2,900 residents and tourists the opportunity to enjoy this most cherished of holiday traditions. ■ Hilton Head Orchestra Holiday Concert In December of 2000 and 2002, Hilton Head Dance Theatre was invited to f perform with the Hilton Head Orchestra for their holiday concert at the First Presbyterian Church. On both occasions, Hilton Head Dance Theatre provided the choreography and the dancers for the Shepherds' Dance from Amahl and the Night Visitors. Hilton Head Dance Theatre expects that when . the Hilton Head Orchestra plans their 2003-2004 season, that the Hilton Head Dance Theatre's participation in the holiday concert will once again be fir' I included. Frosty the Snowman `� 1{ As in the previous two years, the Hilton Head Dance Theatre will take this rs k 1 delightful holiday presentation to area schools free of charge, providing many od children with their first exposure to this classic art form. j� -3 'ii J9".Y y sir^-t i7� •`��}f� ,' <�i j ��p� i �k $ 4 IN C :gJ Community Outreach Programs ■ Hilton Head Dance School Scholarships Every year, the Hilton Head Dance Theatre earmarks $5,000 to provide tuition assistance to any Hilton Head Dance School student that meets the requirements set forth by the Scholarship committee. ■ Outreach Performances The Nutcracker An important element of the Hilton Head Dance Theatre's philosophy is to provide the opportunity to see a ballet to those who might otherwise not have the means to do so. In that spirit, we sponsor an evening during the run of The Nutcracker and we block out 180 of the 330 available seats and donate tickets to the Hilton Head Boys and Girls Club and the Bluffton Boys and Girls Club. We have done this for several years and plan to do so in 2003. Frosty the Snowman As previously mentioned, the Hilton Head Dance Theatre w?ll take this presentation to area schools free of charge, providing many children with their first exposure to this classic art form in a light and entertaining manner. In 2001, the show was presented to over 2,000 students at Hilton Head Elementary School and Hilton Head Christian Academy. In 2002, the show will be presented at Hilton Head Preparatory School and the Sea Pines Montessori School as well as at one of the public elementary schools in Bluffton. In 2003, we are committed to once again performing at several area schools and plan to return to Hilton Head Elementary School and Hilton Head Christian Academy. - Hilton Head Community and Youth Theatre As previously mentioned, we had the opportunity in the summer of 2002 to assist this organization with their highly successful production of the musical, Fame. We provided all of the choreography, provided all of the dancers, and also gave a great deal of technical support. It is the hope of the members of both organizations that we will be able to provide this assistance again in the summer of 2003. We also had curtains in our inventory that we sold to the Youth Theatre at a reduced price. ■ Artist -in -Residence Program In September of 2002, Hilton Head Dance Theatre was extremely proud to provide a master class taught by the Artistic Director of the Orlando Ballet, Fernando Bujones: Mr. Bujones has been called,"the greatest American male dancer of his generation." The students who took this class were from the Hilton Head Dance School, the North Carolina School for the Arts and the Savannah Academy for the Performing Arts. We plan to offer this opportunity again in 2003 when the Orlando Ballet returns to Hilton Head. 2. Impact on or benefit to tourism (if required under the law). By virtue ofthe fact that arts and cultural activities are eligible for ATAC funds, it is clear that the State of South Carolina and the Town of Hilton Head Island recognize the importance of arts and culture in attracting tourists to our area. It is also clear that the Hilton Head Island -Bluffton Chamber of Commerce recognizes this as well, as they include the arts in much of their promotional literature. Dance is an integral camponent of the arts scene in any community, large or small. Hilton Head Dance Theatre is the only organization that ensures that quality dance productions are presented in our community year after year. In March of 2003, we will sponsor Kitchen Performances, our annual home tour featuring some of the most beautiful homes and kitchens on Hilton Head. This is our largest fundraiser of the year, and what makes it unique from other home tours, is that a chef from a local restaurant prepares a dish at each of the homes on the tour. At the conclusion of the tour, ticket buyers receive information about the Hilton Head Dance Theatre and its season, as well as a sample of the fare at the participating restaurants. Every year an average of 50- 75% of the 450 ticket buyers are from out of state. The Hilton Head Island -Bluffton Chamber of Commerce has established the entire Bravo! Calendar highlighting the arts during the month of May. Hilton Head Dance Theatre is an active member of the Bravo! committee with representation on the planning committee and the Youth sub -committee. Hilton Head Dance Theatre's production of Sleeping Beauty will be a major event on the Spring Fest calendar. We are currently developing awebsite that we are confident will attract the interest of tourists as we link to the Chamber of Commerce website and the Self Family Arts Center website. We have begun to advertise our productions in Savannah, Beaufort, Winston-Salem, Atlanta, Columbia, and Orlando through the use of rack cards and posters and will continue to do so in 2003. We are working diligently to capture an expanded audience as we increased our mailing list from 300 to over 2,000 in the last year. We realizethat somepeople areunder the impression that ourproductions only attract the families of the performers. This is not the case, and we would like to submit some anecdotal evidence in support. Out-of-state visitors and friends j often make a trip to Hilton Head to see a Hilton Head Dance Theatre production. I One family brought 15 overnight guests from Florida, North Carolina, New York, Columbia and Charleston on two separate occasions during one year, but all of the i tickets were reserved at the Self Family Arts Center box office in the name of the a =� t local family. Ticket buying practices such as this make it difficult to accurately determine how many of our ticket holders live more than 50 miles away. Records received from the Arts Center box office indicate that approximately 16% of our w I audience members are tourists, but we .feel that the percentage is actually substantially higher. On the occasions when we bring in a professional company, L i the percentage is even greater with audience members attending our recent presentation ofthe Orlando Ballet from Great Britain, New York, Ohio, Alabama, Florida, Tennessee, North Carolina, and Georgia as well. as Charleston, Callawassie Island, and Beaufort. -5- r `y4 A q c 3. Duration of project: Starting date: January 2003 Completion: December 2003 f 4. Permits required (if any): Does not apply i 5. Additional comments. None C. F. PRIOR RECIPIENT'S REPORT (If you received prior ATAC funds): (Attach additional sheets, if needed): 1. How did you use the funds? The first year that the Hilton Head Dance Theatre received ATACfunds was 1998, and the funds were used to subsidize the cost of bringing professional dance company to Hilton Head to present a program entitled Dance Through Time. The following year, ATAC funds were used to subsidize the cost of bringing The Atlanta Center. Ballet to perform at the Self Fa ily rt lesus to adv professional comped our events ertisehaveom und e widely and to any usedtt cket andbuyer2001 tos that asupport Hive not lon Head Dance tTheatre prAoductions of The Nutcracker. ATAC funds granted to the Hilton Head Dance Theatre in 2002 will be used a pay a portion of the rental fee to the Self Family Arts Center for our spring 2002 production of Coppelia. The support that we have receivedfromtheAccommodationsTaxCommittee as enabled us to stage productions chat enhance the quality ofthearices cfanaffordable cally dance, for the Hilton Head resident and visitor alike, while keeping p level. 2. What impact did this have on the community or benefit tourism? In the past year, the Hilton Head Dance Theatre has made a counity ncerted rted effort We attract a larger audience, substantially increasing g ourting tmailing lis de eloping a he co website, have done this byed in the ! calendar, advertising in cities around eof our majorhotels, distributing posters oat over 200 distributing rack cards to many area locations, are listed some of the impolng in all of our local Pri rtant ways in which we feelur event nt and benefit both the Hilton Head community and contribute to our ability oaact to tonHead ur sts to the area. for the first W e were able to bring a professional company fortunate enough to be able to schedule the time in three years, and we were Orlando Ballet. They performed twice to sold out houses at the Self Family Arts Center. They brought 25 dancers, sixsstaffamahot is and ental homes. They aembers, several board members lso several guests from Orlando and stay that were filming a brought a film crew from the British Broadcasting Company documentary on the number of British people that have relocated to the This crew had been filming in Orlando for six weeks, Southeastern United State s.filmed scenes of the beach in Sea Pines, a brunch and while on Hilton Head, they that was held for Orlando Ballet staff members and Hilterformane sanat theSelf donors at a home in Long Cove, rehearsals both exposure for Hilton Head as Family Arts Center. This documentary provide a cultural and recreational destination to an international audience. _g_ 7 F � ! i. t C` - Our annual production of The Nutcracker involves over 200 local students ranging C` - Our annual production of The Nutcracker involves over 200 local students ranging in age from 3 to 19 coming from every island school and representing our multicultural community. They have the opportunity to wear beautiful, handmade costumes and perform on the stage of the Self Family Arts Center surrounded by professional sets. They perform before their parents, grandparents, friends, neighbors and teachers as well as visitors to the island from out-of-state. It is an event that involves a large segment of our community whether they are performing or watching from the audience. For many, it signals the beginning of the holiday season and provides an experience that they will never forget. - We provide 180 tickets to the Boys & Girls Clubs of Hilton Head and Bluffton so that their members can see The Nutcracker, some for the very first time. - We present Frosty the Snowman to schoolchildren in our area every year free of charge. - We collaborate with the Hilton Head Orchestra several times a year, which provides an opportunity for Hilton Head Dance School students to dance with a live orchestra, and provides the audience an exciting visual component to their orchestra experience. - We collaborated with the Hilton Head Community and Youth Theatre enabling them to feature highly trained dancers in their production of Fame and giving Hilton Head Dance School students an opportunity to experience performing in a musical theater production. We present our spring production in late March giving Hilton Head Dance School students another opportunity to perform on the stage of the Self Family Arts Center and enhancing entertainment choices for the many island visitors. - We were in residence at the Self Family Arts Center for almost five weeks and advertised our: productions on the marquee on Highway 278 for a total of six weeks. l 11. Provide the previous two years and current year budgets. - Appendix D (Attached) 13. Include the total annual funding received each year that you'applied. 1998 - $6;125 ' 1999 - $ 8,000 > b 2000 - $15,000 b 2 001-$1 5000 ' 2002 - $10,000. (requested, not yet received) M -9- 5 5 1 y N. ADDITIONAL COMMENTS: (Attach additional sheets, if needed). Hilton Head Dance Theatre provides excellent performance opportunities for p hundreds of local students and the opportunity for parents, relatives, teachers and friends to proudly watch those students on the stage. Hilton Head Dance Theatre also offers an excellent choice for an evening's entertainment to our many island visitors whether they are joining us at the holidays for The Nutcracker, joining us as we perform alongside the Hilton Head Orchestra or the Hilton Head Community and Youth Theatre, or j ommg us as we bring a professional dance company to Hilton Head. We appreciate all of the financial support that we have received from the Town of Hilton Head and the Accommodations Tax Advisory Committee and look forward to continuing to work together to enhance the arts through dance: Y t Signature fffrrr" i y iF t t J � tAM S. Hilton Head Dance Theatre 2003 Project Budget- Performance Season INCOME Production Expense Nutcracker Ticket Sales Nutcracker 60,000 Sleeping Beauty 40,000 Terpsichore 15,000 Terpsichore Swan Princess 7,500 f HH Orchestra 3,000 10,000 Orlando Ballet 30,000 Fundraising Kitchen Performances 19,000 Silent Auction 10,000 Receptions Boutique 20,000 Garage Sale 1,000 Member Sponsorship Membership Fees 20,000 Cost of Sales Student Costume Fees 7,000 Corp. Sponsor&Grants ATAC 20,000 Kitchen Performances Hargray 10,000 Bank of America 1,000 1,500 Small Corporate Donor 1,500 Administrative Hack Foundation 2,500 HHI Foundation 5,000 Other Income Ads/Programs 7,000 Y y } ` Costume/Set Rental Postage Printing 1,500 1,000 Interest 2_,000 Total income Insurance & License Fees 281,500 EXPENSE AppendixA Production Expense Nutcracker 75,000 Spring (2) 75,000 Terpsichore 10,000 f HH Orchestra 10,000 Frosty 4,000 Receptions 15,000 Orlando Ballet 45,000 Cost of Sales Boutique 12,000 (Fundraising) Kitchen Performances 3,000 Dues & Memberships 1,500 Administrative Administrative 3,000 }� t y1 Expenses Rent/Storage Telephone 12,000 400 Y y } ` Postage Printing 1,500 1,000 Insurance & License Fees 4,000 Charge & Bank Fees 100 it c,m Marketing & Advertising 3,000 t . Supplies 500 Scholarships 5,000 y` C+ Miscellaneous 3.000 Total Expense 284,000 IT, , r"IMMUNE 61 a' , h (• § -AA e 1 ,/:•Y.I.L .kk�H a dpi.. . � :.,Q, . 60116001 Accrual Basis Appendix B—Page 1 of 3 Hilton Head Dance Theatre Balance Sheet As of September 16, 2002 gap 16, 02 ASSETS Current AssatB Checkh99avinga - 1010 • Cash M Bank of Amerka 7.256.73 1070 • SsvkW - Bk Of Amedge 39.012.27 TOW Ctteeldngl8av ngs 47,071.00 TONY Current Assets 47,071.00 . Fiasd Assets 1610 • soft 36,166.25 1620 • Props 488.50 1630 • Costuaw 59.1 9.73 1610 • Stage Floor - 3.330.00 1650 • Equipment 3,620.72 TOW FOud Asset _102,751.20 TOTALASSETS 149.522.20 - LNBpJiIES i EQUITY Equity ". 3000.Opening Bal Equity 153.657.20 3900'Ibtatn@d EwnkV$ . 57,470.26 - Pw kteonur - -61.505.46 ToW Equity 145.822.20 TOTAL LUBWTIES i EQUITY.. 149.822.20 1 V� ti 1� r 12 1 h y AppendixB—Paget oJ3 Hilton Head Dance Theatre 09116102 Profit & Loss (� Accrual Basis January 1 through September 16, 2002 Jan 1 -Sep 16, 02 C Income 4026 • Coppella Tk M $0105 23,005.00 4027 • Cl Was Ila TI" Sales 7.602.00 4028 • Terpalchore'02 Ticket Sales 4,505.00 4030 'Nutcracker 2001 4032• Ticket Sales -'01 _ -4,636.00 Total 4030 - Nutcracker 2001 4.636.00 40,110 - Interest 870.13 4100 - Fundrolsing 4110 - Kitchen Performance Ticket Sale 18,690.00 4115 • Kitchen Performance Gram 1.000.00 4120 • Boutique 4121 - NC Boutique Sales 925.63 4122.Ornament Sales 22,00 4123 • T Shit Sales 2,534.00 4124 • Spring Boutique Use 4,275.75 Tool 4120 • Boutique 7,757.38 4126 • Silent Auction 3.82D.00 4140 • Garage Sale 449.85 Total 4100 - Fundralsing 31,717.33 4200 • Membership Dues 15,126.00 4300 • Grants 15,000.00 4WD • Advertisements 1.965.00 4600 - Costume Fund -170.55 4700.Other Student Pe, fon. lances 500.00 4500 • Prefesakwal Performances 770.00 Total Income 96.253.91 Cost of Goods Sold Sala - Nutcracker Production Expenses 5017 - Artistic fees 5019.Olher expanses TOW 5010 • Nutcracker Production Expenses 5020 - Spring Production Expenses SD21-Guest Perfermera 5022 - Performers' expenses 5023 - Space renta08taging 5024 -Technical crew 5025 • Lighting, supplies 5026 - Decorations 5027 - Artistic Fees 60275 • Costune Mistress 5026 - Box office Burge 50295. P309121 5029.Other expenses Total 5020 - Spring Production Expenses 5030 • oem Studord Performance Expen 5031 • Guest performers 5032 - Performers' expenses 5037 • Atlello fees 5039.Ottw expenses Total 5030.Other Student Performance Expen SMO - Professional Performances Expen 5041 • Artistic Fees SO43 - Specs nidal 5046 - Publicity - 5045 - Flowers, Miscellaneous Total SWO • Profsesiersl Performances Expen $050 • Clnderellarlierpeichors Exp -13- 7.00.00 318.00 7,318,00 7.500.00 4.500.00 9,307.00 8,805.00 3,516.03 243.83 5,000.00 2.000.00 2.113.50 2,372.25 2,332.11 47,490.05 225.00 738.96 1,000.00 1,000.00 2.963.96 33.500.00 630.00 1.335.54 54.94 35,520.75 -1 - i Appendix B — Page 3 of 3 Hilton Head Dance Theatre Profit & Loss Accrual Basis January 1 through September 16, 2002 Jan 1 -Sap 16, 02 5061 • Terpaldim Guest Artistic Fees .2,512-10 sm - space IWlfal 5.MOD Cw S • T9chnlc tre OM 3.295.26 5067 • ArIMk Fns 9.000.00 • 60675 • Coalame Misuses 4,000.00 50611 • Pdntli F6ft 367.02 - . - SM - Nscallawous 2.524.35 - - Total 5060 • CkubmOWTertrlohors Exp 27,374.76 5070 • Frosty E+PoMe 72.00 W77 • hrlomaes Edens" Total 6070 • Frosty tense MOD. .. . 5100 • Kkdwn Performances 3.637.6 - 5111 •Orlando Banal BrunclAtomption 1.307.52 5120 -Boutique 3,370.85 . 5121 • MC aoutiquw tmnntary 5122• ornlowrt Supplies 1.052-00 5127 • T SM Cod 1.266.62 - 5124 • Sprtn9 BSN may 1.825.15 5120• Boutique r OUw - 580.27 - TOW 5120.900qus 8,134.49 . 5125 • SIWn Auction 274.40 5140 - ewe" Salo � _ --.._- 90.00 - Total COGS 134.183.50 - . Orosa Profh .. •37,1129.89 _ Expnrew 0020•. A~Wrq .. 1,06.00 o C .12-.40.6110+BadClrecb 6120 • aMet 1lerviee Charges -2.40 - .. , 6140 • CoArlloulion 6,333.66 MO.Orrn said Mernbershia 390.00 .. _ - 6100 • Flamm"' 176.95 6190 •. 61110 .. .227.55 2,193.14 - GM-kaurance ... 50.00 - {226 - Umme Fees 955.74 . . - em - m n tsership 316.82 1,7411.25 /- am - oface am • PC W MW ONMry 569.62 UN • Pq and Reproduction 145.70 •.Receptions - _ 3x.07 - -'----.•+aE..rr ,. �' PAM 0,830.00 - ... af40 • TaNplrwie 378.17 - - TOW EXP— 23.575.57 "memo -61'0535 . J I£ 1 I, 14- J r - - ...1':.. ,i. In fu,...41?r.•T r 'µ. II - r OUR NEXT MEETING WILL BE AT 8:30 AM ON TUESDAY, SEPTEMBER 2e AT THE FIRST PRESBYTERIAN CHURCH Subsequent to the August 27' meeting, we discussed the application to the Accommodations Tax Advisory Committee for funds for the 2003 year by phone. Colleen Trudeau made a motion that was seconded by Carol Hack that EMT authorize our president, Lori Finger, to apply to ATAC for the sum of $20,000 for support for our 2003 season. Aye votes were received from Lori Finger, Colleen Trudeau, Carol Hack, Martha Ladermann, Melissa Bragg, Lea Allen, Lisa Sulka, Jill Tillison, Karen Kenneweg and Linda Clapp. The votes of these ten members constitute a quorum. i e _ �r t 4ti A G Y 15 giffl,i pm 77777 •.�,_�...k�e�win - Di +C i �a�. ! � �' � - INCOME: Ticket sales: Fundralsing: Member Sponsorship: Corporate Sponsorships 6 Gents: Other Income: C Total Income Hilton Head Dance Theatre Appendix D -Page l of 2 EXPENSE: Production Expense: Nutcracker 75,000 78,762 75,500 59,737 Spring Performance 63,000 63,465 50,000 56,073 Terpsk,6orNEloise 4,000 8,026 19,135 10,697 i Orchestra 5,000 5,920 0 322M Receplions 1,000 332 1,000 2,090 Frosty 3,000 1,000 5,060 - "�- Cost of soma: Boutique 15,000 11,053 12,000 12.196 (F kh9) Kitchen Parformences 1,500 1,536 2,000 2,180 Dues i MerMerahip 1,000 1,244 1,500 794 Admin. Expenses: Rent/Storage 7,000 5.560 13,000 10,600 Telephone 600 376 400 375 Postage 1,000 200 Sw 748 +c �' Printing 7.000 906 1,000 676 Uwrance 8 License Fees 31500 4,335 5,000 2,631 v Charge & Sank Fees 2,000 679 1,900 (90) ?'. Marketing 6 Advertising 1.000 2.121 2,500 1.896 1fi Supplies 500 286 600 181 2,500 10.000 4.520 arw r't Mlsoollouus 5,846 3.000 3.151 HHDT Improvement 16,321 CTotal Expense 111,090 193,73 11111,111,035 100,211 -16- Y i' ya�^k `��''F xta^' •�y�+r� � "�' ri !ro � a'�riY v "{� F,�k`�*�"�C"ju $s�3'x art 3'vq��.t 2000 2001 2000 6GI& NU AMW Nutcracker 35,000 57,122 55,000 51,552 Sprkq Performance (2) 30,000 24,264 25,003 42,888 Terpsichore 1,000 2,040 4,000 4,050 Kitchen Performermes 18,000 16,640 18,000 18,355 Silent Audw 15,164 10,000 10,805 Eourlque 20.00n 19,031 20,000 20,206 Garage Sale 5,000 3,235 1,600 22 Spacial Event 2,600 Membership Fees 15,000 20,580 21,000 18055 Student Costume Fees 15,000 3,174 7,000 2,357 ATAC 23,000 15,500 15,000 7,500 Hargray 14,000 14,000 10,000 10,000 Bank of America 2,500 2.500 1.000 1,000 Bargain Box 5,000 5,000 5,000 0 Heck Foundation 10,000 14,100 5,000 5,000 Miscellaneous 100 500 700 AdWrograms 6,000 6,405 5,000 6,098 Costume d Set Rental 2,000 004 4,000 1,100 Orchestra 3,000 0 2,000 Interest 231 2.000 2,592 201,500 ]22,1130 209,000 207,617 EXPENSE: Production Expense: Nutcracker 75,000 78,762 75,500 59,737 Spring Performance 63,000 63,465 50,000 56,073 Terpsk,6orNEloise 4,000 8,026 19,135 10,697 i Orchestra 5,000 5,920 0 322M Receplions 1,000 332 1,000 2,090 Frosty 3,000 1,000 5,060 - "�- Cost of soma: Boutique 15,000 11,053 12,000 12.196 (F kh9) Kitchen Parformences 1,500 1,536 2,000 2,180 Dues i MerMerahip 1,000 1,244 1,500 794 Admin. Expenses: Rent/Storage 7,000 5.560 13,000 10,600 Telephone 600 376 400 375 Postage 1,000 200 Sw 748 +c �' Printing 7.000 906 1,000 676 Uwrance 8 License Fees 31500 4,335 5,000 2,631 v Charge & Sank Fees 2,000 679 1,900 (90) ?'. Marketing 6 Advertising 1.000 2.121 2,500 1.896 1fi Supplies 500 286 600 181 2,500 10.000 4.520 arw r't Mlsoollouus 5,846 3.000 3.151 HHDT Improvement 16,321 CTotal Expense 111,090 193,73 11111,111,035 100,211 -16- Y i' ya�^k `��''F xta^' •�y�+r� � "�' ri !ro � a'�riY v "{� F,�k`�*�"�C"ju $s�3'x art 3'vq��.t INCOME: Ticket Styes: FU,riftlsirp: Member Sponsorship: Corp. Sponsor 5 Grants: Other Income: Total EXPENSE: Appendix D— Page 2 of 2 Hilton Head Dance Theatre Production Expense: Revised 70.000 75.000 75.000 75.000 2_ 002 2003 Nutcwker 62.000 30,000 80'000 40.000 CoppalWSteepkV Beauty 4,500 15,000 Terpsichore 8,000 7.500 CkgWeHalSwan Princess 12,000 3.000 Orchestra 23,000 Ortando Beltal 45,000 45,000 K Perfamrnces 15,500 12.500 10.000 10,000 Sknl Auction 15,000 20,000 Boutlgw 1,000 Gantpa Sale 1.000 Membership Fees 22.000 20.000 7'000 Student Costume 7.000 4.000 . ATAC 10,000 20,000 Cher" 6 Bank Fees 1.000 10,000 HAW10,000 7Bank Artkarka 1.000 1,000 1.� 1,500 Donor Small Corporate Dor 2.500 2,500 Hack Foundation 5.000 5,000 H.H.I. Foundation 500 wo AdslPregrans 5.000 7,000 0 CostunaslSel Rent 500 2.000 2.000 Interest 235,500 251.500 Production Expense: Nutcracker 70.000 75.000 75.000 75.000 1,000 Spring (2) Terpsichore 10,000 10,000 Orchestra 2.000 10.000 l 1! Frosty 2.000 4.000 12,000 Reomptions 1.200 15,000 OrIM 1 45,000 45,000 Coot of Sank : Boutique ParMrmanc ee 5.000 2.000 1x.000 3,000 777Z (Fundralakp) IGlchan Dues 5 Membership 1,000 1,600 7�g�. R l 1! Administrative Expense: Adminiobat'ne 12,000 3.000 12.000 s RanVSbrege 4Q0�0 400 TeMphone 1.500 try;1,500 p{ Prig 1.000 ti Insurance i L ima* Fees - 5.000 4.000 . Cher" 6 Bank Fees 1.000 _ 100 3.000 Msrketinp & Advertising 4,000 SuPPN- 500 wo Schow o 5,000 6.000 1r , MbeeNaneous1000 2 41W 3000 214= Total Expena 17- -17- , �d� 7�g�. R i NATIVE ISLAND BUSINESS AND COMMUNITY AFFAIRS ASSOCIATION, INC. P. O. BOX 23452 , ' HILTON HEAD ISLAND, SC 29925 Telephone: (843) 689-9314 Fax: (843) 342-7089 E-mail: iammitiipaol.com October 24, 2002 MEMORANDUM TO: Mi. David Warren Chairman, Accommodations Tax Advisory Committee From: James Mitchell, Jr. President & CEO, Native Island Business & Community Affairs Association, Inc. Re: Request for 7's Annual Gullah Celebration — Cost Allocations Based on Tourism Impact Date: October 24, 2002 Attached is a breakdown, based on our surveys, of the percentage of '. tourists attending the various events of the Native Islander Gullah Celebration. Based on these percentages, of the $176,400.00 total cost projected to produce the 2004 Gullah Celebration, we estimate that $115,185.00 will support tourist activities. I hope this information is . sufficient for you use in determining our needs to produce a memorable Gullah Celebration. If not, please feel free to call meat 689-9314. I.ac:T7, FesMitchel President & CEO �` ,! Tom'..._,..-.-t..;� �'� t C •y' ." l " 1. rTruFi°� 1 EXHIBITX-A GULLAN CELEBRATION BUDGET 2004 COST OF PROJECT COMMUNITY AWARDS PROGRAM GUEST SPEAKER RECEPTION SIT DOWN DINNER (Venue) 350 0 $30 ENTERTAINMENT TOTAL FREEDOM DAY GUEST SPEAKERS 3 Speakers 0 $250 each VENUE SOUND SET UP ENTERTAINMENT TOTAL SS & ECONOMIC SUMMIT LUNCHEON VENUE BUSINESS PANELISTS TOTAL 1L0jtjH PROGRAMS TALENT SHOW DANCE ALLOCATION OF COST FOR TOURISM IMPACT PERCENT $ 500.00 500.00 10,500.00 1,500.00 $ 13,000.00 $3,260.00 25.0% $ 750.00 1,000.00 750.00 1,000.00 3.500.00 42,626.00 75.0% $ 1.500.00 500.00 1,000.00 3,000.00 $760.00 25.0% $ 1,500.00 1,500.00 260.00 VENUEI TOTAL $ 3.250.00 4325.00 10.0X 1 REGIONAL�&LOCAL TALENT $ 1.500.00 VENUEfSOUND SYSTEM SET UP 1,300.00 FOOD 300 0 $15 4.500.00 7,300.00 43,660.00 60.0% TOTAL f r.Fr w ITFIREE EVENTS= J GOWPE 9111IM �'�'� TALENTS $ 5.000.00 VENUE AND SET UP 3.000.00 5.000.00 14000.00 60.0% TOTAL i GOSPEL CELEBRATION I & III VENUE i 260.00 r' r TALENT 3 Groups $200 each 800.00 as ;> SOUND SYSTEM 600.00 . 2- $2,1100,00 GOSPEL CELEBRATION 11 F �C VENUE- Self Family AAs Center $3. 0W.00 1 '00.00 TALENT- GuOah Voices �0r s is 1 i, ti, �+ Lt.'s" .. w.�bi-0`i _ i r ,F 1 ��ra '� • 3 ^ .n + EXNIBITX-A GULLAH CELEBRATION BUDGET 2004 COST OF PROJECT (CONrD, PAGE 2) ART EXHIBIT OPENING RECEPTION $ 1000.00 VENUE SET UP 750.00 CCMMISSIONS (ARTISTS 8 GALLERY) 7,000.00 ARTISTS JOURNAL 500•00 TOTAL -F-97=00 W326A0 90.0% ARTS, CRAFTS 6 FOOD EXPO TALENT $ 5,000.00 SOUND SYSTEM 2,500.00 VENUE SET UP 2.500.00 LICENSES 200.00 GENERATOR/ADDITIONAL EQUIPMENT 500.00 TOTAL S 10,700.00 $8,680.00 80.0% WEBSIIE/I LEPHONE $ 7.500.00 LOCALIREGIONAUNATIONAL PRINT ADS 50.000•00 RADIO 3,000.00 DIRECT MAIL 5.000.00 EVENT PROGRAM DESIGN/PRODUCTION 10,50 00 ACCOUNTING/AUDITING 3.500.00 PHOTOGRAPHYMDEO 1,200.00 TOTAL 0 00 $77,200.04 96.8% C COMMISSIONED 2,000.00 GULLAH MEMORABILIA 4,500.00 GULLAH CELEBRATION COORDINATOR 31,200.00 TOTAL 37,700.00 $8,500-W 17.2% GRAND TOTAL. COST FOR GULLM CELEBRATION 2001 $179;100.00 8116,186.00 R i y r 1 a y 1 r t r f� � flid )�}�i��ti3t✓`� Addendum Event Total Expense % Tourists - Amount Nutcracker $70,000 13% $5,100 Spring (2) $75,000 6% $4,500 Terpsichore $10,000 10% $1,000 Orlando Ballet $45,000 12% $5,400 Total $20,000 it :G f + Jn P Rev. 8/02 ACCOMMODATIONS TAX ADVISORY COMMITTEE TOWN OF HILTON HEAD ISLAND, SOUTH CAROLINA ACCOMMODATIONS TAX FUNDS REQUEST APPLICATION (Applications will not be accepted if submitted after 4:00 P.M. on September 20, 2002) Date: September 20).t0.H,ojectCost: $925,000 Total Amount Requested: $90,000 SUBMIT 15 COMPLETE COPIES OF APPLICATION ANSWERS MUST BE TYPEWRITTEN f A. PROJECT NAME: Hilton Head orchestra Tourist Enhancement B. ORGANIZATION:- HILTON HEAD ORCHESTRA, INC. ;.• Sponsor Name: Walter Graver Title: President ,s k Sponsor Address: '6q Haynard cove Road, 29926 Sponsor Phone: 671-5060 r Contact Name: Wi i i i s o_ 'shay Title: Member, Board pf Directors c• Contact Address: 9 Sussex Lane, 29926 Contact Phone:681-5435 r. � . � r , �� 1 .s5 + � � k•C�,� �..�' 1"��,*k,o' 1 .r3`k° � "� ' ^{S,�{�t"•��w '�' f �y K �4y °�t•'1�i'�-1 { `; j crs_s-y-sv,,i '. %, _. - .,..-ri f C. Description of Project 1 and 2. General and Specific Description: The Hilton Head Orchestra is starting its 215' year this season. It will perform 10 Masterworks; four Sunday Series concerts; sponsor four Youth Orchestra concerts; conduct the Hilton Head International Piano Competition; take guest artists and piano competition contestants into the public and private schools of the county; and put on three special events on the Island. A special effort is made to have all performances and activities of the Orchestra open to the public; and a broadly based marketing effort is made to advertise the existence of the events and encourage the public and particularly the tourist -visitors to attend. The regular season Masterworks is virtually sold out to the season -ticket subscribers. While there are always some seats available due to returns from regular patrons for resale, the major effort to make available the Orchestra's performances is through the recently inaugurated Sunday Series. These four performances of the full Orchestra symphony programs are open to the public. The preseason advance sales have been rather encouraging, causing the Board to believe that in another season or two the cost of producing the Series will be better covered by sales. To facilitate ticket sales and provide other current updating information, the Orchestra has a Website at www.hhorchestra.ore. Among other information, the site will contain information about the next Orchestra performance, including program notes with specifics regarding each piece being performed. This is a service particularly valuable to people considering a visit to the Island. Participation in the benefits available through "Dine About" is expected to produce 1,200 to 1,500 Sunday Concert ticket sales to tourists who read the magazine. The Youth Orchestra may not be a particularly strong attraction to the tourist, but it does provide a positive indication to tourists that Hilton Head Island values and supports functions and organizations which add a sense of richness and well being to Island life. The Hilton Head International Piano Competition has become a highly successful annual event bringing international attention to Hilton Head Island. It is operated through one part-time (1/4) paid employee, a general chairman and vice chairman, an assistant director—all volunteers—and over 150 volunteers during the Competition. 102 applicants from 31 different countries sought entry into the Competition this past year; and after a week of "high-powered" competition, three finalists (from Russia, United States, and South Korea) performed with the Orchestra seeking $20,000 in total prizes. This year, additional prizes totaling $5,000 will be awarded to the five semi-finalists who do not make the finals. As a part of his award, the 2002 first -place winner will appear on stage at the Weill Recital Hall of Carnegie Hall on February 3, 2003. This is an annual C event. Extensive publicity of this event occurs throughout New York City, in the major music schools, the public libraries, music stores, and through the facilities of The Juilliard School of Music. (See attached copy of Carnegie Hall flyer. It gives particular attention to Hilton Head Island.) 5 Over 400 brochurelapplications for next year (the eighth) were sent out in April to appropriate locations and individuals around the world; and responses are now coming in. (A copy of the brochure is attached.) Follow-up posters with Web site and e-mail address, etc., were sent to major music schools all over the world in August. The painting featured on the cover and the poster will be auctioned off during the 2003 Competition with the proceeds to go to the Orchestra. The Competition has its own Web a site at www.hhipc.org, cross-linked with the Orchestra's site, the Hilton Head Island Chamber of Commerce's tourist information site, and other international piano 4 competitions such as the Van Clibum in Fort Worth and the Bachauer in Salt Lake City. 1 f So far as tourist interest in the Competition goes, during the 2002 Competition the ' Hilton Head Orchestra League conducted a "card-on-the-seat" survey which generated 526 responses (many undoubtedly covering couples) from among the over 4,000 who attended the preliminary rounds. The survey cards (extrapola,:ed) indicated that 39% were from out of town and from 32 states. Of the out-of.-towners, 48.5% were there for i the first time. (See attached copy of the survey analysis.) Over 800 people attended the finals concert, many of whom we knr.w to have been out-of-towners. In addition to extensive pre-Competition publicity in national "trade" magazines, bulletins, and the various regional media, well in advance of the Competition, 4000 rack cards about the Competition are distributed throughout the Island at points where the tourist-visitor is likely to notice them. This system provides an awareness of both the Competition and the Orchestra. The Youth Orchestra is in its fifth year and continues to grow and improve under the capable leadership of Conductor Dorothy Mauney. With a large complement of young violinists and a goodly number of other instrumentalists (some 50 in number), the Youth Orchestra has proven the worth of the Orchestra's determination to introduce this chosen 1 rmusic form to young people as well as to get as many as possible to be directly involved. The Education and Outreach program will reach over 5000 students in the public and private schools of the county. Such Guest Artists as Leon Bates, Eugenia Zukerman, and 2002 Piano Competition winner Konstantin Soukhevitski, will go into the schools. This F_ year for the first time, the Piano Competition contestants who do not make the semifinals tudents about their experiences. Since over 75% will play in the schools and talk to the s of the contestants usually are from foreign countries, this should prove to be a beneficial ?xti cultural experience for the students. i $y Produced mainly to provide an opportunity to provide entertainment to the public at large, there are three special concerts which the Orchestra produces every year: 1. Symphony Under the Stars is, an outdoor, under-the-tent presentation of the i. . ,•. Orchestra in popular-music format. This occurs in April C ,i _ i, r y k 4�S :T�^�alr{��t rs!-Y'tr�at,,yy�,�7�! yxr�i ins t ivy t ,g i y �. I �t.;r5$t..Y'k F"�1�i✓i�iowntt .'�i�? t14rR �'{ y r 4. 4}!✓W ��.: ,�rJ �":;R� � au � " �� .,3i x1 '�"y Ea �"* { Y s as... Y;'i�r qtr '�'' ,� � f` •�moi 3 i r. {� `s Ff�"t�,•��: 'Jr`�•kf�i,a',:Lel. .... . h� ��' h�1,•.-. ,. ..:.. __.�_.... 1P4. ___.. �. ret 1M :��'.�ay`41 ... cia '; ., ., ., 2. New Year's Day in Old Vienna is presented by the Orchestra at the Westin New Year's afternoon, ways to a full house. It features Strauss waltzes andd the al �.a like. 3. Big Band Bash has become highly popular, showcasing music from the "big - band" era. This season, the Tommy Dorsey Band will be featured. It is produced at the Marriott in May. d Y These productions offer the public/tourist opportunities to enjoy Orchestra music at times and places conducive to enjoying music of a different format in a different setting. l The Hilton Head Orchestra operates under the guidance and direction of a 22 -member Board of Directors. (See attached Roster). All of the Board members are actively involved in the workings of the Orchestra. There are two full-time employees: Music Director/Conductor Mary Woodmansee Green and Executive Director Gloria Daly. ' There are four part-time staff employees in addition to the musicians who form the Orchestra. The Orchestra's many functions are assisted by over 400 members of the Hilton Head Orchestra League. They also conduct or participate in many fund-raising events which help the Orchestra to carry out its mission. 3. Impact on or Benefit to Tourism While there may be some dispute over whether or not under the law an arts organization must provide a showing of benefit to tourism in order to qualify for an accommodations tax grant, there can be no doubt that the Hilton Head Orchestra is an arts organization and that its existence on Hilton Head Island is a benefit to tourism. The Chamber of Commerce's Visitors and Convention Bureau has in recent years recognized and placed great emphasis upon the importance of offering to potential tourists a multi- faceted package of events --especially arts activities (e.g., Bravo month) --available on the Island. We are not longer just a beach, tennis and golf community --as much as those highly attractive features have for so long benefited the Island. A strong arts and cultural component, well publicized, presents to those who may be considering a visit to Hilton Head Island with alternative features which few other communities our size can provide; and it certainly permits us to compete favorably with the many larger destination resorts going after the tourist dollar. The Orchestra's very existence itself provided a strong I tourist value in the image the community projects, which is so important xvhen a tourist F� �F choice is being made based upon quality of life considerations. t. y 4. Duration of the Project: October 2003 to May 2004 1 ired: None 5. Permits requ c ��._ � --r .' f �'F��-��w''4�Lr� �,� � � i�Y'�� , r,�l` '.4'6! � ' �£,a�':�c d�.i��c��g✓"��,�",�x'� �S rf_t �Y'� r epi k t � � � � �.. , •a i �;j�iCC��r "13��x£�'�t- - 6. Additional comments: Serious efforts are in place to address the deficit situation encountered this past Year. The deficit was caused by several non-recurring expenses; by a substantial loss in anticipated endowment revenue; and by some erosion in patron support. As our economy improves and the Orchestra's endowment investments recoverfrom the over - two -year slide in values, the Orchestra Board is confident that the Orchestra will return to an improved fiscal condition. The Board is composed of hard-working members who have been chosen in order to guide the Orchestra successfully through whatever y challenges it may encounter. With the continued support of the accommodations tax funding requested, the Orchestra will continue on its mission of providing our Island with another strong arts organization of which we can all be proud. { From all present indications, the Orchestra -initiated Concours d'Elegance, scheduled k for November 2 and 3, 2002, at Honey Hom, will be an eventual success. (See a copy in a reduced form of the Concours' poster.) With the extensive publicity and the broad appeal to the tourist element, this event --inspired by the Orchestra --should provide a strong tourist attraction. The Orchestra League is providing not only leadership but also over 380 volunteers. The Boys and Girls Club is providing 120 volunteers. , D. Funding I. Source of Funds Accompanying this application are a Balance Sheet and Financial Statement of Operations for FY 2001-2002. Also provided are budgets for FY's 2000-2001; 2001- 2002 amended; and for 2002-2003. r 2. Funds from Other Sources: Ticket sales generate about 25% of the budget. Additionally, the Orchestra receives contributions from its ticket patrons and from business ad sales. The Orchestra also receives funds from the Youths' Friends Association, a private foundation (35,000); from ' Kathleen Rowley ($25,000); from the Bargain Box ($4,000); from fu the nd-raising efforts of the Hilton Head Orchestra League; and would anticipate receiving funds from its endowments when they are able to accomplish funding ability. f ?` E. Financial Information . 1. The line -item budget for FY2002-2003 is attached. r 2. The Balance Sheet and Financial Statement for FY 2001-2002are attached. t 5 '�' 9 ✓) r t 'Y �{'t =' c r �@'i"s.E � � c`"�r y � � F. Financial Guarantees 1. A Certification of Board Approval to Seek Funding is attached 2. Noi applicable. G. Prior Recipient's Report 1. Use of Prior Grants: All prior grants have been used for the specified purposes of the Orchestra. They have made it possible for the Orchestra to continually improve both its product and its scope to the end that much pride can be taken in its accomplishments. In recent years, the Orchestra has trimmed the percentage (of total budget) of its requests or has kept to the prior year's request. The Orchestra would expect to be able, with plans in place, to continue to reduce the percentage in the future. 2. Impact on community or benefit to tourism: The quality of the Orchestra and its offerings has definitely improved over the years, due in significant measure to accommodations tax grants. Adjunct activities, such as the Piano Competition and the Youth Orchestra, have brought favorable national and international attention to the Island of the sort which benefits both residents and visitors alike. We believe that, over the past years, the vision of the Orchestra, the Accommodations Tax Advisory Committee and Town Council to improve our community and to benefit tourism has been and continues to be realized. 3. The previous two years' (2000-2001 and 2001-2002 amended) budgets and the current year's (2002-2003) budget are attached. 4.. The annual funding, by years, has been as follows: Year of Application Amount 1. 1 1994-1995 $ 30,000 1995-1996 45,000 1996-1997 50,000 i 1997-1998 65,000 . 1998-1999 75,000 1� 1999-7.000 75,000 2000-2001 80,000 y 2001-2002 75,000 *cl Res tfiillysubmitted, �Walter G ver, President ;1 l , e�1..��,�+�.G�+E�w't4'��' �S� ��' •i,.�� ,�>�i�s � ��i�'{ E', A��$'`�� l�i+�',�+�.3'��t�j�. �"�.ur�.:y`�i�"i,,.�$��r a INDEX OF ATTACHMENTS Internal Revenue Service 501( c)(3) Certificate Flyer for 2002 Piano Competition Winner's Performance in New York City 2003 Competition Brochure/Application Analysis of Competition Survey Roster of Orchestra Board of Directors Copy of Concours d'Elegance Poster Balance Sheet and Financial Statement for FY 2001-2002 Budgets for 2000-2001, 2001-2002, 2002-2003 Budget for 2002-2003 Certificate of Board Approval of Motion Seeking Funds CHILTON HEAD INTERNATIONAL PIANO COMPETITION MARCH 4-10,2002 ,��,. "'tea YIIY't t• PERFORMANCE ATTENDANCE QUARTER FINALS TIMES MONDAY TUESDAY 1:30 223 211 2:00 236 240 2:30 240 367 3:40 207 368 4:10 190 386 4:40 152 239 5:10 132 AFT. TOTAL 1380 189 AFT. TOTAL2000 7:30 181 190 8:00 194 249 8:40 149 280 EVE. TOTAL 719 9:10 132 EVE. TOTAL 656 TOTAL 2036 2719 SEMI FINALS THURSDAY FRIDAY 1:30 326 437 2:25 503 516 3:35 368 440 4:30 289 349 -7- 0 `_ 330 370 835,300 ' 415 TOTAL 2115 2527 GRAND TOTAL . 9398 PERCENTAGE RESPONSES `FROM THE QUESTIONNAIRE IN TOWN 322 OUT OF TOWN 204 IST YEAR TO ATTEND 25A% 48.556 f, ALL'7 YEARS z� 109A 2.4% 44 4.6 YEARS 27.6% 16.7% 2-3 YEARS 37% 32.4% r m: ��a�t n6 4 �77M!(P T �IPx. �'(�9--"�.5(.�+ �''('�S rP.• S". HILTON HEAD 1NMRNA71ONAL PIANO COMPETITION 2002 .. igr..• tirr!i COMMENT CARD EVALUATION AUDIENCE STATE REPRESENTATION LOCAL ZIP CODES L ALABAMA 1 29926 125 2. ARIZONA 1 29928 164 3. CALIFORNIA 1 29910 30 4. CONNECTICUT 6 319 5. DELAWARE 2 6. FLORIDA 3 7. GEORGIA I 1 S. KANSAS I 9.KENTUCKY 2 10.[LU1N01S 8 I LINDIANA 3 12JOWA 1 13.01H) 17 14.MAINE 3 15JAARYLAND 2 16.MASSACHUSSETTS 10 17.MICHIOAN 10 ISIAMiESOTA 2 19.MISSOl1R1 1 20.NEW HAMPSHIRE 4 21.NEWJERSEV :3 C 22.NEW YORK 21 23.NORTH CAROLINA 4 '24.PENNSYLVANIA 21 25.RHODE ISLAND: . 2 26.SOLITH CAROLINA 9 27.TENNESSEB 1: 2e.VF.RA40NT a 29.VIROINIA 9 30.WASHINOTON 31.WASHIN(ITON.D.C. 1 J 32.W1SCONSIN 4 CANADA 18 QUEBEC ONTARIO OTTAWA NOVASCOM td j ENGLAND 1 I . �.f - e -'R .. 4 1 H 1- L T ON HE A D _, �� Y� 2 i BOARD OF DIRECTORS 'f 2002— 2003 .. otenerov WALTER J. GRAVER, President (LOIS) 671.5060 (H) @ 69 Baynard Cove Road 29928 363-5046 (F) Oare8Cox419,aol.com ROBERT W. MOORE, Vice -President (CAROLYN) 681-5391 (H) 1 Royal Crest Drive 29928 681-5391*51 (F) Bobsandtrav@aol.com JOHN DIAMOND, Treasurer (NANCY) 686-5410 (H) 16 Kings Tree Road 29928 785-4160(H) nidiamondhhisc@aol.com 686-5409 (F) SHEILA ARMSTRONG (ROBERT) 341-6390, 92 2 Tomotley Court 29928 341-6399 (F) sarmstr3@aol,com C.J. BARBEAU-HUMPHREY (LONNIE) 342-2510 (H) 36 Shamrock Circle 29926 815.8400 (W) ci@berkelevhallsc.com 815.8404 (F) SCOTTIE DAVIS 681.1900 (H) 13 Barnacle Road 29928 681-8475 (F) 1 msdavisl3@aol.com DAVID f EKEDAHL (PATTY) TTI') 681-6125 (H) 52 North Port Royal Drive 29928 681-6129 (F) �•r_. dekedabl@aol.com ' 301-6125 (C) SUSAN FARRELL (JIM) Chairman, HHOL 786.6747 (I3) t 19 Lavington Road 29928 786-4653 (F) JRF102934@aol.com MARGARET GREER (WALTER) 686.5433 (H) i 300 Woodhaven Drive - Apt. 4104 29928 686.5433 (F) meoTI-@aol.com GENE GRIZ (JOHN)342.3156 (H) , 110 Fort Walker Drive 29928 342-5660 (F) pp < JIM HOPKINS (HELEN) 842-9973 (H) .' C" 6 Long Brow Road 29928 842.33342 (F) lififiggRool.com. ,- Mailing Address - P.O. DmNer 5757.Oflioe - 32 O®oe Park Rood, Suite 301 A Hilton Head island, SC 29838 sone 843 8422055 • Fos 843.8422032 Web wwwlj;iu }r6etre.ag "'!"v' 4 xy"� w 2 .iE ' *� � - �'ia- r• F i Str r C. DICK KNOWLTON (PEGGY) 686-2424 (I) 1 Delta Lane 29928 686-3666 (F) 73651.2143@comi)userve.com FANNIE LEVY (ART) 342-3204 (H) 6 Sam's Point Lane 29926 342-3268 (F) DivaFannie@aol.com CAROLE MOTTEL (BILL) 689-2787 (H) 30 Glenmoor Place 29926 681-6302 (F) chatmottel@aol.com NINA RODMAN (STEWART) 363-6471(FI) 27 Baynard Park Road 29928 363.6472 (F) ninarodman@aol.com PENNY ROSE, Musician Representative 785-3745 (JOHN DAVID) 12 Heron Street 29928 idroses@aol.com BILL RUMSEY (NANCY) 342-6620 (Ii) 49 Old Fort Drive 29926 681-3696 (0) brunisev@fuchh+ 0 681-2065 (F) WILLIS (BUD) SHAY (DORIS) 681-5435 (H) 9 Sussex Lane 29926 ` DORIS616@aol.com r' f " CHARLES TAYLOR (ELLEN) 842-8917 (H) 120 Long Cove Drive 29928 842-9339 (HE) ctgvlor@tavlorstouch.com 828-263-9012 (NC H) charlie@.ayutechnc.net (NC) 828-263.9017 (NC F) TOM TUCKER (CAROL) 363-2036 (H) sv tr 9 Black Duck 29928 671-6149 (F) l �4 Ttucker211@aol.com JOHN UTLEY (ANNE) 342.3746 (H);. 18 Ribaut Drive 29926 342.5301(F) Utlev1011@aol.eom ) , is I . _ . H I L T ON H E A D 2002-2003 HHO BOARD COMMITTEES Executive Committee..............................Wait Graver, Chairman >ti Sheila Armstrong, John Diamond, Bob Moore Willis Shay, -' Finance .....................................................John Diamond, Chairman David Ekedahl, Charles Taylor, Tom Tucker Board Development..................................Willis Shay, Chairman Gene Griz, William Rumsey Marketing.'...............................................Sheila Armstrong, Chairman CJ• Barbeau-Humphrey, Gloria Daly, Scottie Davis Jeanette Dister, Lynn Russell r Str:¢z-gic Planning...................................Bob Moore, Chairman Wait Graver, Chairman ProTem Jim Hopkins, Charles Taylor, John Utley Resource Development ..........................Bob Moore, Chairman Gloria Daly, Susan Farrell, Dick Hedberg, Ed McDonnell, Dick Knowlton, Bob Moore, Walt Schymik, Willis Shay, Tom Tucker, John Utley, { Education &Outreach .............................. Fannie Levy, Chairman JGloria Daly, Margaret Greer, Marguerite Miletic, Carole Mottel International Piano. Competition.............Nina Rodman, Chairman I Gene Griz, Vice -Chairman, Sheila Armstrong, Nancy Hansman, Willis Shay, Renee Voltmann HHO League........... ......Susan Farrell, Chairman Gloria Dal Youth Orchestra ....... ......:.. ....:. .Walt Graver, Chairman P F t{ Gloria Daly, David Kimbell, Dorothy Mauney The President is an ex -officio member of all cornmirtees The Executive Director and Musfc ` !Director ale ex officio me►nbeis of all cominlftees by invitation. MniUn Address - P.O. Draxer 5ru7• Office - 82.ollke Perk Ranj.5 alle 301 • HUron Head bland, SC 28838 4 s is Phare 8438422065 F. c W 8422Q32 Web axwidw'cl�estrnarg � �t i �Y��i��1� .._ , `� 4 .fit& ��'`.`✓ '�'TTx _ hilton head international piano competition march 10-16, 2003 Held annually since 1996, the Hilton Head International Piano Competition is considered to be one of the leading in the United States. With such internationally acclaimed judges as Ruth Laredo, Andre -Michel piano competitions Schub, Jerome Lowenthal, Paul Pollei, Kemal Gekic, Ann Schein, Tamas Ungar, Ian Hobson, Jose Feghali and John Giordano, the Competition attracts contestants from all over the world. These talented young pianists advance by qualifying through four rounds of competition to the finals for $25,000 in prizes. The first -prize winner receives $10,000, various scheduled recitals and the Weill Recital Hall at Carnegie Hall appearance. The goal of the Hilton Head International Piano Competition is to encourage and support talented young artists on the threshold of their careers. The Competition accomplishes its goal by hosting this annual world-class event on Hilton Head Island, South Carolina. The Island is a semitropical destination resort/retirement community with generous offerings of beach, tennis and golf, mixed with a dynamic arts component. It is establishing a well-deserved reputation as "The Island for the Arts." The 2002 Competition audience exceeded 4,000 people from over two-thirds of the United States and a number of foreign countries. The Hilton Head International Piano Competition welcomes the opportunity to showcase the talents of young artists. Nina Rodman, General Chairman of the Competition ap_onsors and supporters _ The Competition's founding sponsor is Youths' Friends Association, with support from Kathleen Rowley and Dr. and Mrs. John Griz. The Competition is conducted under the auspices of the Hilton Head Orchestra. prizes First Place: The Kathleen Rowley Award of $10,000 — New York Carnegie Hall's Weill Recital Hall, underwritten by Dr. and Mrs. John Griz — A concerto performance with the Hilton Head Orchestra Other engagements will be offered, subject to arrangements with presenters Second Place: The Kathleen Rowley Award of $6,000 Third Place: The Kathleen Rowley Award of $4,000 Semi-finalists: $1,000 to each of the five Semi-finalists who do not advance to the Finals first -plat a wlnnera 1996 Heather Conner — USA 1999 MinSoo Sohn —Korea 1997 Sandra Wright —USA 2000 Petronel Malan — South Africa 1998 Marina Lomazov — Ukraine 2001 Edisher Savitski —Republic of Georgia Inna Faliks — Ukraine 2002 Konstantin Soukhovetski —Russia Theodora Satolia — Greece cover artwoi i, This year's cover features "Cadmium C,incerto," an oil painting by Patrick McCay, Chair of the Fine Arts Department, College of Creative Studies, Detroit, Michigan.. This painting was commissioned especially for the 2003 Competition. brochure deelgn Anderson Communications Group, Hilton Head Island, South Carolina. hilton head international piano cornpetition general_ information 1 The 2003 Hilton Head International Piano Competition South Carolina, will be held on Hilton Head Island, March 10 through 16, 2003. For information, contact: Nancy Hansman,C^_:tpetit'on Director Hilton Head International Piano Competition c/o Hilton Head Orchestra P.O. Drawer 5757 Hilton Head Island, SC 29938 USA TELEPHONE 843-842.5880 FAX 843.842-4089 JUMINET www.hhorchestra.org EMAIL pianocomp®hhorchestra.orgwho £ All contestants are to arrive no later than March 7 and are encouraged to remain are not required to remain until March 17. Contestants change do n ot advance to he next rlevel of anld the resulting travel expenses will be we the reslpons bil ty of March 17; othe contestantnge Competition by contestant in g Air transportation for contestants from within North America will be paid by the Competition. If a contestant on con' is traveling from outiside Nortoval orifi noting withinAmerica, an llNorthowan Amece of rica willl lbe made by the Competition Diector. ant's arrival. Arrangements forair ¢ Host -family accommodations ties will (in ludingprovida gra a I comes[ants upon their ariano), transportation to rivalnd fM ch 7 and controm the linue to March 17. practice "warm-up" contestants Contestants will beresponsible forhost-familtheir oiwn lng odging, ngl be efood responsible transportati nl on any ny days failing ing, food, and outside then I period of March 7 to March 17. r¢ The Bosendorfer Concert Grand piano will be available for "action testing' on March 8 and 9 at the Competition hall. important dates October 1 2002 Application postmark -filing deadline ' No{ificetion to 8P ofaccept ance or nona6ceptance ' -:November 1 O 2002. - - .. r December 16 2002 Final date to advise Director of repertoire changes for Quarterfinals, tr Semi-finals and Finals NO EXCEPTIONSI __----77777777777777777-; Arrival, of contestants , ' -- Quarter finals March 10& 11 2003 petition. Judges Maeter Clasae&.wi Compe ----- ,...,,.�_..;_ iYlarch 13 & 14 2003 Semi finals _.. Otches... reheArsals for Finalists 003 Finals----------�"�� March 16 2003 Match 17 2003 peparture R!!..contestants j �t--••---^---. t t -I; i i4 � j � �f� 7�r 2° i� ''[ i -'�'� r ri.:`� r 1 r�+��y1k�`�„� i c 1, rt �� t� trry�-r',x�t ry a'� "if• k ''�;'�` l 'tx x ri��Inlst �'� N ,�, r� 3" 4 ��7 `v. civ a+ r 'r , � 5.t• a +� Y�' 2 z i hilton head international piano competition 0. 1 The Hilton Head International Piano Competition welcomes pianists of all nationalities who are from ages 17 years through 30 years, i.e., they must have been born after March 16, 1973, and before March 10, 1986. First -place winners of previous Hilton Head International Piano Competitions are not eligible to compete again. 2 The application farm may be downloaded from hhorchestra.org website. Applications sent by fax or e-mail will j NOT be accepted. 3. Applications MUST be clearly printed or typewritten in ENGLISH. 4 The following enclosures MUST accompany each application form: (a) One CD or audio cassette tape not to exceed thirty (30) minutes in length, meeting the following requirements: (1) the CD or tape recording must be of high quality so that the performance can be clearly evaluated— often a factor in selection (2) containing at least three compositions or parts of compositions of applicant's choice reflecting contrasting styles and periods; and, in one or more selections, demonstrating applicant's virtuosic and lyrical capabilities ( (3) properly marked with the name of the applicant; the compositions recorded; and the PRECISE time required to perform each selection (b) An up-to-date one-page biographical profile in prose form (which may be edited by the Competition for space and consistency) J (c) A photo copy of the applicant's birth certificate, passport, driver's license or other similar proof of age (d) A non-refundable application fee of $50 in U.S. dollars, a check on a U.S.-affiliated bank or a money order (payable to Hilton Head Orchestra). Direct bank wire transfers may be sent to: Wachovia National Bank, 1 Sea Pines Circle, Hilton Head, SC 29928, Hilton Head Orchestra Account # 730043387, Route # 053900225 (e) Two glossy black and white professional studio photographs, at least 5 X 7 inches and no larger than 8 X 10 inches (These photographs must be of high quality for use in the Competition program and for press purposes.) (f) Letters of recommendation from two musicians of acknowledged professional standing, one preferred from current or recent teacher within the past year The application form MUST be completed, signed and mailed WITH ALL NECESSARY ENCLOSURES to the Hilton Head International Piano Competition, postmarked no later than October 1, 2002. i i ¢ An acknowledgment will be sent to each applicant upon receipt of completed application, CD or audio tape, enclosures I I and recommendation letters. Incomplete submissions will not be considered. e Z Applicants will be notified of their status by letter mailed no later than November 10, 2002. A formal letter of invitation will be issued to all accepted contestants. Foreign contestants may use that letter to obtain a passport and the Visitor i k for Business (B-1) visa at the nearest U.S. Consulate. Foreign contestants currently studying in the U.S. or a student _ 1 visa require no further documentation to compete. An information packet will be sent to accepted contestunts giving ¢¢ further details about orientation, practice facilities, housing, travel and general schedule information. 1 � j j ¢ Applicants MUST indicate on the application form their repertoire, listed in the order it will be performed, with precise playing time listed for each composition. The FINAL DATE for contestants to submit changes in repertoire or performance order is December 15, 2002. f + Applicants should retain copies of all materials sent with their applications. The Competition will accept j� NO RESPONSIBILITY for lost CDs, tapes or documents. All application materials become the property of the Competition. f ]Q All deadlines are FIRM. j continue to page 3 j � r yr y, nj -iM t a 1d' t ,q fkti�k. r• �i"'fi. R. x � "� � t, q+sir! � Y� �{ � rv�`�} ta�fy t 6 h 4 hilton head international piano competition 2003 application Please print clearly or type, as this information will be used in the Program. Return this Application Form along with not later than October 1, 2002. all necessary enclosures to the Competition Office in an envelope postmarked - MAIUNO INSTRUCTIONS ;.. .'. .... ._.. .-.. . Mail completed application and enclosures to: Hilton Head International Piano Competition ` c/o Hilton Head Orchestra P.O. Drawer 5757, Hilton Head Island, SC 29938 USA Send overnight delivery {i.e.; UPS, FedEx)!O:, Hilton Head International Piano competition o/o Hilton Head Orchestra 301 Courtyard Building Hilton Head Irland, SC,L-992B USA FIRST NAME MIDDLE NAME LAST NAME YOUR NAME AS YOU WANTIT LISTED IN PROGRAM': ADDRESS BETWEEN OCTOBER 1, 2003, AND MARCH 7, 2003 T. •'I '.F EMAIL TEAX LEPHONE :.- 'V* i' PERMANENT AODflE55 SOCIAL SECURnY NUMBER IF AVAILABLE,' _ PLACE OF BIRTHICrtV STATF/COUNTRYI DATE OF BIRTH- ' tit : ' I - .SSPORT NUMBER PA; CITIZENSHIP ` ' hilton head international piano competition 2003 application curriculum vita itaI 1Schools and dates of study: 2 Degrees raceived andlor "in process": 2 Principal Teachers and d.ates of study: I Competition Priies with dates: fi AwaWs and Scholarships with dotes: Recitals, concerti, and dates of performances ii.vi"d�6 orchestras ra ic'an to evisicn broadcasts: , and -2A 'u W ,. � � . � : ,,i, t � Ja:� �� ..�.✓:.9 �._.4 �.u..�::��.J,'ir; �. r� ,'� �,,?! iri � 14 ��SY,�. <... �:�'i��:: _ .� .:�r�.i.. x�S,""'�� hilton head intemational piano competition - - 2003 application audition cd or tape content t List the repertoire which you have selected for your audition CD or tape in the order presented on the CD or tape, with indication of precise duration of each selection. (See Application Procedures Rule 4a.) '.-COMPOSER COMPLETE TITLE KEY - PRECISE DURATION quarter -final repertoire Please include all pertinent details about each work, i.e., key, number, opus; and titles where appropriate. (See Performance Requirements Rule 1.) ' CCOMPOSER. ' COMPLETE TIRE KEY PRECISE DURATION semi-final repertoire r / Please include rll pertinen tdetails about each work i.e., key, number, opus and titles where appropriate: (See Performance Requirements Rule 2.) ' COMPOSER .. COMPLETE TITLE KEY',: PRECISE DURATION T• i r+. .Fnala concerto {; (Choice of concerto for Finals presentation muaf`be made from the Ilaton page 4 ►_' a e F S Concerto choice ' it ,. � � . � : ,,i, t � Ja:� �� ..�.✓:.9 �._.4 �.u..�::��.J,'ir; �. r� ,'� �,,?! iri � 14 ��SY,�. <... �:�'i��:: _ .� .:�r�.i.. x�S,""'�� hilton head international piano competition 2003 application master classes with competition judges Contestants who do not advance to the Semi-finals will have the opportunity to perform in Master Classes with the Competition Judges on Wednesday, March 12, 2003. Selection of Master Class participants will take place immediately following the announcement of the Semi-finalists Tuesday, March 11. Selection of participants, order of appearance, and the pairing of the five Judges with the five contestants will be determined by random, blind -choice drawing. Repertoire must be chosen from the contestant's Ouarter--final program. Each Judge will spend one hour with his/her contestant during the Master Classes. I wish to have the opportunity to participate. school ambassadors program The 2003 Competition is introducing its School Ambassadors Program for contestants who do not advance to the Semi-finals. These contestants will have the opportunity to go into high schools and middle schools in the Hilton Head area to perform a short recital (selections from their Quarter -final or Semi-final programs) and to talk with students about their musical study and life in their home country. These recital/dialogue programs are scheduled for Thursday and Friday mornings, March 13 and 14. Each "Contestant - Ambassador" will be notified by phone Wednesday morning of date, time, and school of his/her visit as well as name of the Educational Outreach member who will provide transportation and accompany him/her on the visit. These school visits offer the contestants more performing experience and the students the unique opportunity of both - hearing a live musical performance and having a dialogue with young artists of extraordinary talent and accomplishment. Contestants who do not advance to the Semi-finals are encouraged to share their musical gifts with Hilton Head area students. I wish to participate. application declaration and release form I declare that the information given in the foregoing application form is complete and truthful. If accepted as a contestant in the Hilton Head International Piano Competition,, I shall abide by all Procedures, Rules and Regulations of the. Competition, of which this application is a part. I declare that my audition CD or tape records a performance entirely by me within the last year and that the recording has not been tampered with nor altered by any means. I further declare that, if I receive an award in the Competition, I shall honor all commitments resulting from the award made to me by the Competition. If I'am the First -Place Winner, I agree that my Carnegie Hall Weill Hall recital program shall be approved by the General Chairmartof the Competition; and I further agree that, when I appear with the Hilton Head Orchestra, I will 6e available to perform in area"school(s) as a part of the Hilton Head Orchestra's Educational Outreach Program. part or all of my performance in or associated with the Hilton Head International Piano I hereby grant permission for Competition to be electronically recorded, filmed or videotaped for distribution live, tiy.tape�elay or by future transmis- sion In all media. The Competition has the right, without payment of fees to me, to:.(e) televise, broadcast, film, record, bideotape; or photograph all stages of the Competition for rr a iia or for any other purpose; and N produce and/or distribute recordings of allstages of the Competition including audition.CD or tape, recitals, concerts, prize performances, and documentary and feature films. Please print or type your name 'Date Signature i 3 hilton head international piano competition competition rules and regulations 1 The Contestant Selection Jury, composed of former Competition Judges, will evaluate all audition CDs or tapes and will select no more than twenty-four (24) contestants according to the following procedures: (a) Each audition CD or tape is identified to the Contestant Selection Jury by NUMBER ONLY. No other information is given nor is the Jury allowed to view any applications, recommendation letters or photographs. (b) Each numbered audition CD or tape is evaluated by each member of the Jury based on commonly accepted musical criteria, without discussion. i (c) This "blind" selection process focuses on the technical and musical abilities and the interpretive talents of each applicant. This process eliminates any possibility of influence because of applicant's age, sex, national origin, education, teachers or musical training. i g The Competition will consist of two days for the Quarter -finals, two.days for the Semi-finals, and the Finals j 11 Concerto Concert. Each finalist will have one rehearsal with the Hilton Head Orchestra. I $ The order of appearance of contestants for the Quarter -finals will be determined by random, blind -choice drawing. The appearances in the Semi-finals will follow the same order. The order for the Finals will be determined by the Hilton Head Orchestra Music Director. i g All works must be performed from memory. All contestants must be ready and willing to perform earlier or later than their assigned time due to any cancellations j or reassignments. _ a ¢ All decisions of the Competition Jury will be final. Z Contestants shall not make contact nor speak with Competition jurors so long as they remain in Competition. Any violation of this rule may disqualify the contestant. $ No Competition juror will participate in the evaluation of any contestant who is related to, or is, or has been a student of such juror. J $ Application to the Competition constitutes acceptance by the contestant of all published rules, regulations �Er and procedures. 1Q Cash awards are subject to applicable U.S. income tax laws. I � •il � I 1 I. i I' 1 �`' 1?.•` ��•,,hr. i172 4b �_�'G'? � F t ,F�1 4 Cj hilton head international piano competition performance requirements 1 QUARTER -FINALS (total performance time not to exceed 25 minutes): Two works, one of which must be a complete sonata by Mozart, Schubert, Beethoven, Clementi, or Haydn 2 SEMI-FINALS (total performance time not to exceed 50 minutes): A self -chosen program representing a minimum of three style periods 3 FINALS A concerto performed by each of the three Finalists from the following list, played with the Hilton Head Orchestra: Beethoven Concerto No.3 in C minor, Op.37 Beethoven Concerto No.4 in G Major, Op.58 Beethoven Concerto No.5 in E -flat Major, 0p.73 (Emperor) Chopin Concerto No.2 in F minor, Op.21 Grieg Concerto in A minor, Op.16 Mozart Concerto No.21 in C Major (x.467) Mozart Concerto No.23 in A Major (K.488) Saint-Saens Concerto No.2 in G minor, Op.22 Schumann Concerto in A minor, Op.54 Shostakovich Concerto No.1, Op.35 Tchaikovsky Concerto No.1 in B -flat Major, Op.23 4 The Competition Jury may stop a performance if the allotted time has expired or for any other appropriate reason. 5 After the Quarter -finals, the Competition Jury will select eight (8) contestants to compete in the Semi-finals; and, after the Semi-finals, the Jury will select three (3) contestants to compete in the Finals. ! 6 Changes in submitted repertoire may be made, but only with the permission of the Competition Director, NO CHANGES WILL BE ACCEPTED AFTER DECEMBER 15, 2002. 2003 contestant selection jury The Contestant Selection Jury will be composed of three former Competition Judges. Competition Hall, First Presbyterian Church - Photo by Ken Mak competition jury Z. hilton head international piano competition JOSEPH BANOWETZ Joseph Banowetz has been described by Fanfare Record Review as a "giant among keyboard artists of our time," and by Russia's News (Moscow) as "a magnificent virtuoso." In the fall of 1999, Banowetz was one of 23 internationally renowned pianists to perform at a gala concert in Alice Tully Hall in New York City's Lincoln Center to honor the 150th anniversary of Chopin's death. A graduate with a First Prize from the Vienna Academy of Music and Dramatic Ara, Mr. Banowetz also studied with Carl Friedberg (a pupil of Clara Schumann) and Gyorgy Sandor (a pupil of Bartok). In addition to his extensive world-wide performance and recording activities, he has given lectures and master classes at The Juilliard School, St. Petersburg Conservatory, The Royal College and Guildhall Schools of Music in London, The Beijing Central Conservatory, Shanghai Conservatory, and Hong Kong Academy for the Performing Arts. His award-winning book, The Pianists Guide to Pedaling, has been printed in five languages. Banowetz has been invited to serve on many major international piano competition juries, including the Gina Bachauer International (U.S.), the Arthur Rubinstein International Master Competition (Israel), the Dvorak International (Prague), the Scottish International(Giasgow), the Belarus International (Minsk), Competition ittiion (Tokyo). Banowetz currently is on the artist -faculty of the University of North TexasCollege Music. ANN SCHEIN Pianist Ann Schein has been thrilling audiences since her sensational first recordings for Kapp Records and her highly acclaimed Carnegie Hall debut, launching a career which has earned her praise in major American and European music centers and in more than 50 countries around the world. She has performed with conductors George Szell, James Levine, Seiji Ozawa, James dePriest, and David Zinman, and with many orchestras world-wide including the New York Philharmonic, the Cleveland Orchestra, the Los Angeles Philharmonic, the Baltimore Symphony, the National Symphony, the London Philharmonic, and the BBC Symphony Orchestra. In 1980, in an inspiring artistic triumph, Ann Schein extended the legacy of her teachers Mieczyslaw Munz, Arthur Rubinstein, and Dame Myra Hess by presenting the complete major Chopin repertoire in Lincoln Centers Alice Tully Hall throughout the entire season—the first Chopin cycle heard in New York in 35 years. With soprano Jessye Norman, Ms. Schein has toured in major cities in the United States, in addition to a triumphant tour of Brazil. For 20 years she was on the piano faculty of the Peabody Conservatory in Baltimore. Ms. Schein frequently serves as an adjudicator in major music competitions. She is an Artist -Faculty member of the Aspen Music Festival. MIKHAIL VOSKRESENSKY A People's Artist of Russia, one of the leading professors of the Moscow State Tchaikovsky Conservatoire and president of the Scriabin International Society, Mikhail Voskresensky is extensively involved in touring all over the world giving recitals as well as playing concertos with such internationally renowned conductors as Franz Konvichny, Kurt Mazur, Kirill Kondrashin, and Evgeny Svetlanov. He has won prizes in four international piano competitions: Schumann in Berlin, Rio de Janeiro, Enescu in Bucharest, and the Cliburn in Fort Worth. Voskresensky has served as a jury member in many international piano competitions such as Sydney, London, Leeds, Berlin, Utrecht, Jaen, Monza, Cologne, Belgrade, Porto, Tel Aviv, Hamamatsu, and Terni as well as in the Tchaikovsky and Rachmaninov competitions in Moscow. In 2000, he was chairman of the jury in the Scriabin International Piano competitions in Moscow. His own pupils have won 75 international piano competitions, including 32 golds. His repertoire includes the complete works of Chopin, all of the Beethoven and Scriabin sonatas, and 51 piano concertos. He has recorded all of the sonatas, ballades, nocturnes, rondos, and polonaises by Chopin and all of the Scriabin sonatas. EDITH FINTON RIEBER Edith Finton Rieber, founder and president of the Scriabin Society of America, began her piano studies with her father, Louis Finton, Gold Medal winner from the Vienna Conservatoire and assistant to Theodore Leschetizky in Vienna. She continued her studies at The Juilliard School in New York. A participant in the first cultural exchange between the USSR and the USA in 1958, Ms. Rieber spent a year in Moscow studying with Professor B. Berlin and taking part in the master classes of Professor Neughaus at the Moscow Conservatoire. As a result of this extraordinary experience, she became friends with Sviatoslav Richter and Vladimir Ashkenazy. Edith Finton Rieber has been featured at Queensthe Saratoga and es and Uni ed S alta . Anactive teacherv and lecturer, regularly conductell as at numerous sworkshopsuniversities throughout orkshopson collegecamp ses.he ENRIOUE GRAF After winning all the national piano competitions in his native Uruguay, Enrique Graf came to the United States to study with Leon Fleisher on a full scholarship from the Organization of American States and the Peabody Conservatory. Since winning First Prize in the William Kapell T k. International Piano Competition, he has appeared in recitals and as soloist with orchestras throughout the world. His recordings of solo works by Bach, Poulenc's chamber music, and concertos by Greig and C=' Beethoven have received rave reviews from the London rimes, American Record Guide and Classic CD, among others. He is Artist in Residence at the College .t of Charleston and Artist -Lecturer at Carnegie Mellon University. Mr. Graf has been on the jury of many international piano competitions, including the National MTNA, the Iturbi International, the Corpus Christi, the Hoffman, Shrevesport and Southern Missouri International Competitions. V 8 Run Date 9?1612002 001 Hilton Head Orchestra Page 1 b Time 15:42:45 Fiscal Year Beginning 7f IMI Balance Sheet for Period 12 -June 001 General Fund -Balance Sheet .3 Ti Current Beginning '•tie••..--vire Monthf9 yea Difference a ASSETS Cash and cash equivalents 324,762.51 457,919.77 -133,13726 1 HHIF -HHOEndowment Fund 281,402.57 300,863.19 -19,480.62 HHIF - HHO Challenge 2000 Fund 374,017.82 194,244.63 179,773.19 Notes and accounts receivable 8,459.30 25,72720 -17,267.90 Prepaid expense 19,317.82 10,263.76 9,054.06 Total assets 1,007,980.02 989,038.55 18,941.47 LIABILITIES Notes and accounts payable ' 6,877.45 88.10 6,789.35 Note payable - League .00 281.96 -281.96 Deferred revenues 219,993.92 275,092.68 -55,098.76 Total liabilities. 226,871.37 275,462.74 -48,591.37 NETASSETS Restricted net assets: Permanent endowment 250.00 250.00 .00 Permanent endowment -Current Year 100,000.00 .00 - 100,000.00 Canent endowment -Total 100,250.00 250.00 100,000.00 Endowed Chairs 287,797.61 287,797.61 .00 Endowed Chah-Current Year - 39,551.03 .00 39,651.03 'Endowed Chaim -Total 327,348.64 287,797.61 39,651.03 Total restricted net assets 427,598.64 288,047.61 139,551.03 y� unrestricted net assets: HHIF Endowment Fund 300,883.19 300,883.19 .00 HHIF Endowment Fund-CunentYear -22,743.79 .00 -22,743.79 HHIF EF davment Fund -Total 278,139.40. 300,883.19 22,743.79 - { Board -designated Reserve 00 100,000.00 -100,000.00 Operating Fund 248,178.09 '24,645.01 - 223,533.08 - Operating Fund -Currant Year -172,807.48 .00 172,807.48 Operating Fund -Tonal 75,370.61 2A,645.01 50,725.60 I T- ^n unrestrkled funds 353 51001 425,628.20 72,018.19 ToW not assets 781,108.65 713575.81 67,532.84 r TOW liabilities & net , 1,007.980.02.: 089,09855FYI - 18,941.47 Run Date 9118/2002 001 Hitton Head Orchestra Time ?6:07:33 Fiscal Year Beginning 7/1/2001 . Budgeted Financial Statement for Period 12 June 100.00% 997 Revised Summary Report (12!1101) Page 1 Var. Actual Vac Actual Actual for Actual Annual to Annual to Annual Ptd YM Budget Bucket Dollar Budget Y2 Orchestra Total Income 14,637.65 818,450.OF 868,200.00 -49,749.92 94.27 Expense 51,640.75 991,257.56 970,346.00 20,911.56 102.16 �urplus/Deficil --37,003.10 -172,807.48 -102,146.00 -70,661 AS 169.18 Subscription Series Income 496.57 566,235.21 601,ODO.00 -34,764.79 94.22 '. Expense 19,618.30 702,172.62 699,545.00 2,627.62 100.38 Surplus/Deficit -19,121.73 -135,937.41 -98,545.00 -37,392.41 137.94 Youth Orchestra Income 5.00 16,067.89 45,500.00 -29,432.11 35.31 Expanse 7,444.88 34,671.06 43,351.00 -8,679.94 79.98 SurpluslDefidt -7,439.88 -18,603.17 2,149.00 -20,752.17 -865.67 t - Ich _ Income - -6,363.92 16,705.68 18,000.00 -1,294.32 92.81 Expense .00 16,705.68 24,530.00 -7,824.32 68.10 Surplus/Deficit -6,363.92 .00 -6,530.00 6,530.00 .00 1 International Piano Comp. Income - .00 99,101.30 103,700.00 -4,598.70 95.57 ---�---'eFrv�.- Expense - 2,727.16 123,935.10 107,840.00 16,095.10 114.93 SurpluslDeficil -2,727.16 -24,633.80 -4,140.00 -20,693.80 599.85 Special Events (NY -SUS -BBB -CE) Income 20,500.00 120,340.00 100,000.00 20,340.00-_ 120.34 Expee ns 21,850.41` 113,773.10 95,080.00 ' 18,893.10 119.06 `? Surplusooriidt -1,350.41 6,566.90 4,920.00 1,646.90 133.47 kr i i 1 7. t•,' +� #g��`A�.'�i 'BJP^` y, � 1 f ';i��}{^�F a �Y f 2'1 . { HR�jl Page Run Date 9/16/2002 001 Hilton Head Orchestra Time 1534:56 Fiscal Year Beginning 711/2001 Budgeted Financial Statement for Period 12 June 999 Revised Statement of operations (127101) Var. Actual Var. AcluI Actual for Actual Annual to Annual to Annual Period YTD Budget Budoet Dollar Budget % SUBSCRIPTION SERIES Income: Performance Income .00 195.172.00 238,000.00 42,828.00 82.01 Contributions -Individual .9,660.68 158,424.52 137.000.00 21,424.52 115.64 107.805,000.00 Contributions - business 8,600.00 80,850.00 75.000.00 5,850.00 125.00 Contributions - League .00 25,000.00 100,538.10 20.000-00 115,000.00 -14.461.90 87A2 Grants Interest earned .00 181.58 4,821.92 15,000.00 -10.178.08 32.15 Other Income 1,275.67 1,428.67 1,000.00 428.67 142.87 q Total Income 496.57 566,235.21 601,000.00 -34.764.79 94.22 Expense: Artistic Personnel 5.833.00 401.604.91 376.460.00 25,044.91 106.65 Production expenses 442.04 112,846.97 89,1 DO.00 23,746.97 126.65 49.45 Marketing .00 18,685.52 37,785.00 -19.099.48 DeManagementvelopment .00 100.00 1,500.00 -1,400.00 6.67 85.82 & General 13,343.26 169,035.22 194,700.00 -25,664.78 Total expense 19,618.30 702,172.62 699,545.00 2,627.62 100.38 0 - - - --137.94 subscription series surpiusl(d .19,121.73 -135,937.41 .98,545.00 -37,392.41 SPECIAL EVENTS Now Year's Day .00 1,616.38 1,990.00 -373.62 .81.23 184.92 symphony Under The Stars -75.79 -3,670.61 .1,985.00 -1,885.61 108.27 Big Band Bash -4,574.14 5,321.61 4.915.00 06.61 3,299.52 .00 convention Entertainment 3.299.62 3,299.52 .00 Special Events surplurd(dOFICI .1,-1,350.41 6.568.90 4,920.00 1,646.90 133.47 General Fund surplusl(deria) -20,472.14 .129,370.51 .93,625.00 -35,745.51 V ENDOWMENT INCOME +rJ.00 Conbibudons .00 157.421.`15 157.421.15 investment Income .32,026.00 4.613.91 22 OW.00 -6Z613.91 -184.61 'I Cedt Income -32,026.00 6,807.24 22�000 94,SD7.24 530.94 J- Run Date 91iW=2 Time 15:3&:57 INCOME Season ticket sales Single ticket sales & other in Contribu0ona - Individual Total income 001 Hilton Head Orchestra Page 1 Fiscal Year Beginning 71112001 ., Budgeted Financial Statement for Period 12 June 100.00% 31,430.46 44,90.00 06 Matter Sunday Series 70.00 _ Music and Instruments .DO Vac Actual Var. Actual Actual for Actual Annual to Annual to Annual - Effi)m YrD Budget Bucket Dollar. Budget % -.00 10,720.00 140,000.00 -29,280.00 26.80 .00 14,204.00 10,OW.0D 4,204.00 142.04 .00 3,435.00 2,000.0 1,435.OD 171.75 .DD - 28,359.00. 52,00.0 -23,641.0 54.54 EXPENSE ., ` Artistic personnel expense .0. 31,430.46 44,90.00 -13,469.54 70.00 _ Music and Instruments .DO 35.11 .DO 35.11 .0 Marketing - .DO 8W.34. .2,750.0 -1,949.66 29.10 ,.. Total expense .DO 32,265.91 47,650.00 -15,384.09 67.71 ,t ( Surpiusl(defidt) .0 -3,90.91 4,350.0 -8,255.91 -89.81 S C.I- h l ' 11 t i � r , Yi I ;I • I '' Run.Date. 911612D02 001 Hilton Head Orchestra Page l i s Time 15'.37;,33 _ Fiscal Year Beginning 7/112001 _ Budgeted Finarclat Statement for Period 12 June 100.00% - 009 Management and General Var. Actual Var. Actual Actual for Actual Annual to Annual to Annual _ Period YTD Budget Budget Dollar Budget % EXPENSES Staff-related expense 4 ' Salaries and fringes 5,510.00 70,118.00 71,000.D0 4882.00 98.76 Payroll taxes 421.52 - 5,364.12 5,400.00 -35.88 99.34 Workers compercation .00 500.00 - .500.00 - .00 100.00 - Travel & entertainment 965.98 5,883.31 7,3DD.00 -1,416.69 80.59 Meetings, seminars and dues 878.74 6,517.14 1,0r10.00 ` 5,517.14 651.71 Miscellaneous staff expenses - .. 12.59 12.59 1DODD -87.41 12.59 Total stafftelated expense 7,788.83 88,395.16 8.5,300.0D 3,095.16 103.63 - Other Expanses Office occupancy - $084.00 25,296.00 - - .24,700.00 596.00 102.41 . -. Equipment purdrase, rental & m 177.60 5,639.28 6,500.00 -860.72 .1,005.68 86.76 Office supplies 214.89 - 5,505.68. 4,500.00... .122.35 Telephone, postage and deliver 753.73 7,827.43 5,700.00 1,927.43 133.81 Printing and copying 5D.32 . 1,347.83 500.00 847.83 269.57 Interest and bank changes .: 173.43 ,1,282.04 500.00:. 782.04 256.41 e. Insurance premiums : .00 4,298.30 3,000.00 1,298.30 - 143.28 ' Professional services .._ -.. 2,208.00 23,629.50 60,000.00 -36,370.50 39.38 Dues and subscriptions 112.00 4,550.55 3,000.00 1,550.55 151.68 Mlsoel aneovs expenses .219.54 1,463.45 1,000.00 463.45 146.35 Trther expense 5,554.43 80,640.06 109,400.00 -28,759.94 73.71 '. Total expgrme - 13,343.26 - 169,035.22 194,700.DD -25,664.78 .86.82 Surplusl(defidl) .13,343.26 -169,035.22 .194,700.00 .25,664.78 86.82 J I 14' r � _ t I - N� _ ff, r EXPENSES Orchestra -Artistic $376,460 $363,145 Orchestra -Production 39,100 59,350 Orchestra -Marketing 30,350 17,000 Mfr'' Hall Renovation 50.000 - e' ? Orchestra -Total 495,910 439,495 l Youth Orchestra 43,351 39,000 Educational Outreach 24,530 25,130 �r Piano Competition 107,840 125,620 Special Events 95,080 95,000 General & Administration 194,700 171,260 Marketing &Development 81935 29.670 f C i Total Expenses $ 970,346 $ 925,175 t glrlpa f,,y�w tr ✓' �. ��5 i � �f�x"� , r •' . t •r it `' 3 �, „� c[i ;. `11101 y•11u S9�{�Y,(� _ .fir•.. �f> � e` kt G""T} r T r � , HILTON HEAD ORCHESTRA BUDGET SUMMARY _ Fiscal year -7/1/01 to 6/30/02 Fiscal year 7/1/02 to 3/30/03 BUDGET 01-02 02-03 INCOME Season Ticket Sales $ 207,000 $ 165,000 Single Ticket Sales 55,000 74,000 Individual Contributions 148,000 179,000 Corporate &I League Support 102,000 135,000 Tax Supported Grants (ATAC) 75,000 75,000 Private Grants Unrestricted 20,000 25,000 Private Grants, Restricted 133,700 .. 148,000 Special Events 100,000 105,000 Investment Income 37,000 5,000 Other Income. 12,500 19,500 Total Income $ 890,200 $ 930,500 r EXPENSES Orchestra -Artistic $376,460 $363,145 Orchestra -Production 39,100 59,350 Orchestra -Marketing 30,350 17,000 Mfr'' Hall Renovation 50.000 - e' ? Orchestra -Total 495,910 439,495 l Youth Orchestra 43,351 39,000 Educational Outreach 24,530 25,130 �r Piano Competition 107,840 125,620 Special Events 95,080 95,000 General & Administration 194,700 171,260 Marketing &Development 81935 29.670 f C i Total Expenses $ 970,346 $ 925,175 t glrlpa f,,y�w tr ✓' �. ��5 i � �f�x"� , r •' . t •r it `' 3 �, „� c[i ;. `11101 y•11u S9�{�Y,(� _ .fir•.. �f> � e` kt G""T} r T r � CERTIFICATION OF APPROVAL MOTION I hereby certify that, at its Regular Meeting held on September 19, 2002, the Hilton Head Orchestra Board of Directors approved a motion to seek a $90,000 grant of Hilton Head accommodations tax funds, committing the Orchestra to perform the requirements contained in its application for such funds. // d-PA11 Walter �6ver, President ti A# § • 5LJ'-15-19w9 ES�51 hriernat Revenue Service District Director Date: September 25, 1999 Hilton Plead Orchestra, Inc. PO Drawer 5757 301 The Courtyard Hilton Head Island, SC 29938 EFi_U -JJb1El-pLk bLW.LL W.; wJ S,_t r'. Uc Department of the Treasury P. O. Box 2508 Cincinnati, OH 45201 Person to Contact: Judy Simonson 31-04016 Customer Service Representative Telephone Number: 877-029-5500 Fax Number: 613-263-3756 Federal Identification Number: 57-0761297 Dear Sir or Madam: We r ve received you notice of address change. Our records have been changer! 10 reflect your new address as shown above. Our records indicate that a determination letter issued In December 1984 granted your organization exemption from federal income lex under section 501(c)(3) of til Internal Revenue Code. That letter is still in effect. Based on Information subsequently submitted, we classified your organization as one that isnot a private foundation within the meaning of section 509(x) of the Code because it is an organization described fn 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 lel 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 900, 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 or the organization's annual accounting period. The law imposes a Penalty or $20 a day, up to a maximum of $10,000, when a rstum is filed late, unless there is roasonable cause for file delay. All exempt organizatione (unleos specifically excluded) are liable for taxes under lila Federal Insurance Contributions Act (social security taxes) on remuneration of 6100 at 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 Coda. However, these organizations are not automatically exempt from other federal excise taxes. Donors may deduct contributions to your organization as provided In section 170 of the Cod*. Bequests, legacies,devises, transfers, or gifts to your ouganization or for Its use are deductible for federal estate and gift tax purposes if they meet the applicable provisions of seellons 2055, 2108, and 2522 of the Code. ,. -+ .., . 1,. a,,. S .t::rr�"��, c1r. ^..,. �..w�'v5. �;,.4'?�,�:".P„I✓'YJ2..S �.: a�� .?,wf%3�i.�.,?.-!Sr ;�� .�.,� .Cd .. •SEP -25-1999 OB51 EFEU CU31ER•IEF SERVICE Sl.; it.; �,.L. 1'. u.i _ ..-ijr.,,. •-��rrz,�l. rs .2- 'oz Hilton Head Orchestra, fnc.Narcte . b f 076129/ S Your organization is not required to file federal Income tax returns unless it is subject to the tax on unrelated 'C business income under section 511 or the Code. If your organization is subject to this lax, it must file an Income tax return on the Form 990-T, Exempt Organization Business Income Tax Return. In (his letter, we are not determining whether any of your organization's present or proposed activities are unrelated trade or business as defined In section 513 of the Code. The law requires you to make your organization's annual return available for public Inspection without charge for three years after the due date the of return. You are also required to make available for public inspection a copy of your organization's exemption application, any supporting documents and the exemption letter to any individual who requests YY`, such documents in person or in writing. You can charge only a reasonable lee for reproduction and actual postage costs for the copied materials. The law does not require you to provide copies of public inspection documents that are widely available, such as by posting them on the Internet (World Wide Web). You may be liable for 9 penalty of $20 a day for each day you do not make these documents available for public inspection (uP t0 a maximum of $70,000 in the case of an annual return). Because this letter could help resolve any questions about your organization's exempt status and foundation F status, you should keep it with the organization's permanent records. r If you have any questions, please call us at the telephone number shown In the heading of this letter. C!, This letter affirms your organization's exempt status. • Since Y, • 0. Ashley 6ullaM District Director .yy Y F� S l��rd 1. TOT AL P.03 ff }} I r 1 1 l I �,r i -r,ro l♦�a � Idk,��"° � �. r�� h.'>5 i S ,.ay � s. € -: �-aki