1. No category

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