Oregon Cultural Trust fy2011 annual report fy2011 annual report 1 Contents Oregon Cultural Trust fy2011 annual report 4 Funds: fy2011 permanent fund, revenue and expenditures Cover photos, 6–7 A network of cultural coalitions fosters cultural participation clockwise from top left: Dancer Jonathan Krebs of BodyVox Dance; Vital collaborators – five statewide cultural agencies artist Scott Wayne 8–9 Indiana’s Horse Project on the streets of Portland; the Museum of 10–16 Cultural Development Grants Contemporary Craft, Portland; the historic Astoria Column. Oregonians drive culture Photographs by 19 Tatiana Wills. 20–39 Over 11,000 individuals contributed to the Trust in fy2011 oregon cultural trust board of directors Norm Smith, Chair, Roseburg Lyn Hennion, Vice Chair, Jacksonville Walter Frankel, Secretary/Treasurer, Corvallis Pamela Hulse Andrews, Bend Kathy Deggendorfer, Sisters Nick Fish, Portland Jon Kruse, Portland Heidi McBride, Portland Bob Speltz, Portland John Tess, Portland Lee Weinstein, The Dalles Rep. Margaret Doherty, House District 35, Tigard Senator Jackie Dingfelder, Senate District 23, Portland special advisors Howard Lavine, Portland Charlie Walker, Neskowin Virginia Willard, Portland 2 oregon cultural trust December 2011 To the supporters and partners of the Oregon Cultural Trust: Culture continues to make a difference in Oregon – activating communities, simulating the economy and inspiring us. The Cultural Trust is an important statewide partner to Oregon’s cultural groups, artists and scholars, and cultural coalitions in every county of our vast state. We are pleased to share a summary of our Fiscal Year 2011 (July 1, 2010 – June 30, 2011) activity – full of accomplishment. The Cultural Trust’s work is possible only with your support and we are pleased to report on your investments in Oregon culture. At the beginning of the year, the Trust announced $1.47 million in grants benefiting 57 cultural nonprofits, 40 county and tribal cultural coalitions and five statewide cultural partners. Our investments were as diverse as Oregon’s landscape. From the efforts of World War II veterans to restore and preserve PT boat 658, to the Tillamook County Pioneer Museum’s cultural resource assessment of historically significant Kilchis Point, to the Portland Opera’s outreach to 20,000 students in 70 schools with a production of Donizetti’s comic opera, Elixir of Love, the fy2011 grants focused on the Trust’s primary goal – to build cultural participation in Oregon. Donations to the Trust in fy2011 increased 5.3 percent, to $3,889,332, up from fy2010’s total of $3,702,885. Low interest earnings on the Trust’s corpus slowed overall growth, however, with total revenues increasing by just 5.04%. We continued our fund development and capacity building strategies and introduced new ones. The third annual Oregon Days of Culture was celebrated from October 1 – 8, 2011. A record number of cultural events – from Wallowa County to Astoria to Brookings, were posted on www.oregondaysofculture.org. The Trust assembled the second Coalition Leadership Council gathering in Cottage Grove on April 30, 2011 to strengthen Oregon’s unique network of county and tribal cultural coalitions. Convened in partnership with the Lane County Cultural Coalition, leaders from over 20 coalitions came together to exchange ideas and learn from each other. A new partnership with the Governor’s Office of Film & Television made possible a benefit screening of the film Meek’s Cutoff at the Historic Elsinore Theatre. Shot entirely in rural Harney County, Oregon, Meek’s Cutoff appealed to an audience of Oregon filmmakers and crews – and historians of the Oregon Trail experience. The evening generated over $7,000 for the Trust, and, hopefully, will be replicated. Your continued support is vital to our mission. Thank you for your commitment to Oregon Culture! Norm Smith, Chair Christine D’Arcy, Executive Director fy2011 annual report 3 Oregon Cultural Trust The Oregon Cultural Trust is an innovative, statewide private-public program raising significant new funds to support and protect Oregon’s arts, humanities and heritage. Donors to the Trust are eligible for a 100% Oregon income tax credit for contributions of up to $500 for individuals, $1,000 for couples filing jointly, and $2,500 for corporations. To motivate Oregonians to increase direct giving to cultural groups, Trust donors must also make matching gifts to one or more of nearly 1,300 cultural nonprofits in order to qualify for the credit. Twenty-one-thousand (21,000) donors have contributed nearly $25 million to the Trust since Oregon’s cultural tax credit took effect in December 2002. In nine years, the Cultural Trust has distributed $9.6 million in grants and built its permanent fund to $14 million. In 2003, the Oregon legislature moved the operations of the Oregon Cultural Trust to the Oregon Arts Commission, streamlining operations and making use of the Commission’s expertise in grantmaking, arts and cultural information, and community cultural development. The Arts Commission and the Cultural Trust are part of Business Oregon in recognition of the expanding role arts and culture play in the broader social, economic, and educational arenas of Oregon communities. 21,000 donors have contributed to the Cultural Trust. $25,000,000 contributed for Oregon culture. 4 oregon cultural trust Funds Permanent Fund (Annual Income and Expenses) Permanent Fund Opening Balance 13,521,702 Contributions 3,899,332 License Plate Sales 209,534 Interest Earnings 72,594 Annual Distribution for Grants & Operations (1,650,020) * Distribution for Marketing & Outreach (367,021) FY 2011 Permanent Cultural Trust Fund Balance $15,686,122 Revenue and Expenditures Total Revenue Oregon General Fund 200,000 Contributions to Cultural Trust (Individuals & Corporations) 3,899,332 License Plate Sales 337,419 Interest 72,594 Opening Balance (operations allocation) 125,490 Opening Balance (grants allocation) 15,236 Total Revenue $4,650,071 $4,650,071 Total Expenditures Cultural Participation Grants 503,680 Cultural Development Grants 499,691 Cultural Partner Grants 391,753 Cultural Partner Collaboration Grant 55,000 Subtotal Grantmaking $1,450,124 $1,450,124 Salaries & Benefits 254,496 Office Expenses & Statewide Services 109,962 Marketing & Outreach 409,283 $773,741 $773,741 Contribution to Permanent Cultural Trust Fund 2,196,210 Carried Forward for FY2012 (grants) 42,938 Carried Forward for FY2012 (operations) 187,058 $2,426,206 $2,426,206 $4,650,071 * By approval of the Oregon Legislature, since February 2008, the Trust may use license plate revenue to support marketing and outreach. fy2011 annual report 5 Cultural Coalitions The Cultural Trust’s network of cultural coalitions fosters cultural participation “Thank you to everyone who contributes to Oregon Cultural Trust for making grants possible. I will be forever grateful for the honor and privilege of being an Oregon Cultural Trust grant recipient. Our Cultural Participation grant was used to create and implement a cultural learning program to increase youth access to the arts. The grant made a positive difference for our music students and the community we serve.” – lori pratt-hughes, hazelbrook middle school, washington county To build the network of cultural coalitions, the Trust convened the second annual gathering of cultural coalition leaders in April 2011 in Cottage Grove. top left: William and Irene Barry, Lake County Cultural Coalition. top right: Julie Brimble, Jackson County Cultural Coalition, and Corliss Marsh, Wasco County Cultural Coalition. bottom: Walter Frankel, Trust board member and founding member of the Benton County Cultural Coalition. (Background: Barbara Doyle, Yamhill County Cultural Coalition and Lainie Koch, Tillamook County Cultural Coalition.) 6 oregon cultural trust Oregon is a lot of territory to cover. Because access to culture is foundational to the Trust’s purpose, a cultural coalition – citizen volunteers who assess local resources, develop cul- tural plans and award grants to support local cultural projects – has been formed in each of Oregon’s 36 counties and within the federally-recognized Tribes. Each coalition receives Trust funds, a base plus additional funds for population, that are invested in cultural proj- ects for youth, historic preservation efforts, local libraries and more. Every community has the potential to give voice to its history and create new work. Often this appears in surprising ways – as in Gilliam County, gratifying to share our grant award with the whole county.” whose early history owes much to its Scottish settlers. An ongoing Carol Michael and Mary Lou Daltoso, who anchor Cultural effort supported by Coalition funds is the annual Robert Burns day, Coalition efforts in Morrow County, agree that funding needs to during which residents enjoy lively music from the “old country,” go where it’s needed most, and that is where the Coalition mission a traditional Scottish meal and anecdotes from the annals of Scottish can find fulfillment. “At this point, our schools’ populations are families who settled in the Greater Gilliam County area in the mid- more than 60 percent Latino,” acknowledges Michael. “That’s an to late 1800s. The event rejuvenates the tradition of honoring the enormous shift from 10 years ago, and our cultural programs need area’s Scottish heritage, and also draws attention to the area’s on- to reflect that.” going genealogical research. The Morrow County Cultural Coalition achieved that aim by Naturally,