2022-05-16T17:21:54-05:00 2021-06-30 941254756 HOOD & STRONG LLP 275 BATTERY STREET STE 900 SAN FRANCISCO CA 94111 990 2020-07-01 942990335 SAN FRANCISCO JAZZ ORGANIZATION SANF 4153985655 201 FRANKLIN STREET SAN FRANCISCO CA 94102 GREG STERN CHIEF EXECUTIVE OFFICER 4153985655 2022-05-16 1 GREG STERN 999009999 MAGA E KISRIEV P01008919 4157810793 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z GREG STERN 201 FRANKLIN STREET SAN FRANCISCO CA 94102 12581343 0 X WWW.SFJAZZ.ORG X 1983 CA TO PROMOTE THE GROWTH AND EVOLUTION OF JAZZ MUSIC IN THE SAN FRANCISCO BAY AREA. 24 22 180 110 0 0 8491879 11933318 6491047 132470 41229 -3799 -740130 -148982 14284025 11913007 7100 1700 0 0 7824528 6645636 0 0 1488303 9322582 5420329 17154210 12067665 -2870185 -154658 66514325 64965614 20216843 18822790 46297482 46142824 X THE SAN FRANCISCO JAZZ ORGANIZATION (THE ORGANIZATION) IS A RECOGNIZED INTERNATIONAL LEADER IN JAZZ CREATION, PRESENTATION, AND EDUCATION. THE ORGANIZATION EXPLORES THE FULL SPECTRUM OF JAZZ, FROM THE MUSIC'S ORIGINS IN THE AFRICAN AMERICAN COMMUNITY TO ITS DIVERSE PRESENT-DAY EXPRESSIONS AROUND THE WORLD. AS A NON-PROFIT ORGANIZATION, SFJAZZ WORKS TO DEVELOP THE AUDIENCE FOR JAZZ IN THE SAN FRANCISCO BAY AREA AND BEYOND. THE ORGANIZATION CELEBRATES JAZZ AS A LIVING ART FORM, BUILT ON A CONSTANTLY EVOLVING TRADITION. 0 0 3714663 1700 24762 MAIN EVENTS: AS ONE OF THE LARGEST PERFORMING ARTS ORGANIZATION IN THE SAN FRANCISCO BAY AREA, SFJAZZ IS COMMITTED TO PRESENTING PERFORMANCES THAT INSPIRE MUSIC LOVERS. ALL SFJAZZ PROGRAMS REFLECT A SPIRIT OF ARTISTIC EXPLORATION, EMBRACING THE FULL BREADTH OF JAZZ AND ITS RELATED MUSIC; EMPHASIZE THEMATIC PROGRAMMING, WITH TRIBUTES TO JAZZ MASTERS AND CELEBRATIONS OF PARTICULAR MUSICAL INSTRUMENTS, TRENDS OR STYLES; AND STRIVE TO INSTILL ENTHUSIASM FOR JAZZ AMONG WIDER AUDIENCES.HAILED BY THE LONDON OBSERVER AS "THE BEST JAZZ FESTIVAL IN THE WORLD," THE SAN FRANCISCO JAZZ FESTIVAL IS A CELEBRATION OF TODAY'S BEST MUSIC. EVERY SUMMER THE FESTIVAL PRESENTS A PHENOMENAL ARRAY OF JAZZ CONCERTS, FROM THE CLASSIC TO THE AVANT-GARDE, GATHERING THE LEGENDS OF TODAY AND THE RISING STARS OF TOMORROW.ORIGINALLY THE SAN FRANCISCO JAZZ FESTIVAL WAS A SMALL-SCALE EVENT KNOWN MOSTLY IN THE LOCAL COMMUNITY, THE ORGANIZATION HAS RISEN TO NATIONAL AND INTERNATIONAL PROMINENCE. FOLLOWING ON THE HEELS OF A SUCCESSFUL EXPANSION IN THE FALL FESTIVAL AND SPRING SEASONS, SFJAZZ LAUNCHED IN 2008, THE WORLD IS LISTENING: CAMPAIGN FOR THE SFJAZZ CENTER. INSPIRED BY AN ANONYMOUS GIFT OF $20 MILLION, THE LARGEST EVER GIVEN TO A JAZZ ORGANIZATION, SFJAZZ CENTER OPENED IN SAN FRANCISCO ON JANUARY 21, 2013. AS THE FIRST CONCERT HALL OF ITS TYPE IN THE WESTERN U.S. BUILT BOTH FOR JAZZ PERFORMANCE AND EDUCATION, THE NEW SFJAZZ CENTER REPRESENTS A MILESTONE FOR THIS AUTHENTIC AMERICAN ART FORM. 2087211 0 33985 EDUCATION: THE ORGANIZATION ALSO SPONSORS YEAR-ROUND EDUCATION PROGRAMS FOR YOUTH AND ADULTS AIMED AT BUILDING THE AUDIENCE FOR JAZZ AND DEEPENING THEIR UNDERSTANDING OF JAZZ MUSIC.SFJAZZ EDUCATION PROGRAMS FOR YOUTH ARE THE FOLLOWING:JAZZ IN THE MIDDLE - THROUGHOUT THE ACADEMIC YEAR, SFJAZZ PROVIDES CURRICULUM-BASED RESIDENCIES, LINKING JAZZ AND ACADEMIC SUBJECTS IN THE CLASSROOM. OFFERED FREE OF CHARGE TO SFUSD MIDDLE SCHOOLS, THE PROGRAM FOSTERS THE CONNECTIONS BETWEEN CLASSROOM CURRICULA AND THE ARTS. THE GOAL OF JAZZ IN THE MIDDLE IS TO BUILD LITERACY SKILLS THROUGH UNDERSTANDING OF THE HISTORICAL CONTEXT AND CULTURAL DIMENSIONS OF MUSIC, WITH STUDENTS RESPONDING CREATIVELY TO ELEMENTS OF MUSIC AND APPLYING WHAT THEY LEARN TO WRITING AND OTHER SUBJECTS.SFJAZZ HIGH SCHOOL ALL-STARS - THROUGHOUT THE ACADEMIC YEAR, SFJAZZ PROVIDES ADVANCED JAZZ TRAINING AND PERFORMANCE OPPORTUNITIES FOR TALENTED YOUNG MUSICIANS IN BOTH BIG BAND AND SMALL ENSEMBLE FORMATS, SELECTED ANNUALLY BY COMPETITIVE AUDITION (FREE TO PARTICIPANTS).MEET THE MASTERS - A SERIES OF WORKSHOPS, SCHOOL ASSEMBLIES, OPEN REHEARSALS, SALONS, MASTER CLASSES, MENTORING SESSIONS, COMMUNITY EVENTS AND INTERACTIVE PERFORMANCES BY JAZZ MASTERS, BRING WORLD-CLASS JAZZ ARTISTS.DISCOVER JAZZ HISTORY AND APPRECIATION CLASSES:DISCOVER JAZZ DIVES INTO THE COLORFUL MYTHOLOGY AND HISTORY OF JAZZ, SWINGING RIGHT INTO THE MUSIC'S KEY FIGURES, RECORDINGS, FORMS, AND IDEAS. EACH CLASS HITS UPON ESSENTIAL CONCEPTS THAT, WHEN TAKEN AS A COMPLETE SERIES, GIVE ANY FAN THE ABILITY TO HEAR BETWEEN THE LINES OF GREAT JAZZ PERFORMANCES. IN ADDITION TO THE CLASS CONTENT, THERE WILL BE INTERACTIVE LIVE JAZZ PERFORMANCES, GIVING PARTICIPANTS IMMEDIATE ACCESS TO THE PROCESS AND PRACTICE OF THE JAZZ MUSICIAN.SFJAZZ ADULT AND FAMILY EDUCATION PROGRAMS ARE THE FOLLOWING:DISCOVER JAZZ - WEEKLY EVENING MUSIC APPRECIATION CLASSES FOR ADULTS, OFFERING ENTERTAINING AND INFORMATIVE INSIGHTS INTO JAZZ MUSIC, HISTORY AND CULTURE; PRESENTED IN ASSOCIATION WITH THE JEWISH COMMUNITY CENTER OF SAN FRANCISCO.PRE-CONCERT TALKS - ENLIGHTENING FREE PRE-SHOW DISCUSSIONS FROM THE STAGE IN WHICH JAZZ ARTISTS, SCHOLARS, AND INDUSTRY PROFESSIONALS OFFER INSIGHTS TO ENHANCE AUDIENCE APPRECIATION OF SELECTED CONCERTS AND FILMS.JAZZ LISTENING PARTIES - FREE TO SFJAZZ MEMBERS, THESE POPULAR EVENTS HOSTED BY LEADING JAZZ ARTISTS FEATURE RELAXED DISCUSSION AND GUIDED LISTENING TO RECORDED WORKS.FAMILY MATINEE CONCERTS - CREATED WITH FAMILIES IN MIND, THIS SERIES SHOWCASES LEADING MUSICIANS IN REDUCED-PRICE, HOUR-LONG, AFTERNOON CONCERTS, COMBINING WORLD-CLASS ARTISTRY WITH INTERACTIVE DISCUSSION AND AUDIENCE PARTICIPATION.ALL IN-PERSON CONCERTS/CLASSES WERE CANCELLED AFTER 3/8/2020, DIGITAL LAB CLASSES RESUMED IN ONLINE FORMAT. YOUTH PROGRAMS CONTINUED IN VIRTUAL FORMAT. 2212644 0 53085 SFJAZZ DIGITAL: FROM THE GREATEST JAZZ HALL IN THE WORLD STRAIGHT TO YOUR LIVING ROOM, SFJAZZ DIGITAL INITIATIVE INCLUDE FRIDAYS LIVE AND ON-DEMAND PROVIDING EXCLUSIVE ONLINE ACCESS TO THE MOST MEMORABLE MOMENTS AND NEW PERFORMANCES FROM THE SFJAZZ CENTER, WHILE PROVIDING MUCH-NEEDED SUPPORT FOR ARTISTS AND SFJAZZ DURING THIS CHALLENGING TIME. FEATURING MULTI-CAMERA HD VIDEO AND STATE-OF-THE-ART AUDIO, EACH FULLY IMMERSIVE DIGITAL OFFERING CONNECTS YOU TO THE MUSIC, TO THE MUSICIANS, AND TO THE FEELING OF EXPERIENCING LIVE MUSIC AT SFJAZZ. THROUGHOUT THE PANDEMIC, SFJAZZ'S WEEKLY FRIDAY BROADCASTS HAVE RAISED OVER $1.3M. OVER $700,000 HAS GONE TO THE ARTISTS. AND OVER 16,000 NEW MEMBERS HAVE SIGNED UP! 1098871 0 20969 SFJAZZ SUMMERFEST IS THE ORGANIZATION'S ANNUAL SERIES OF FREE OUTDOOR CONCERTS, FEATURING EVENTS FROM JULY THROUGH SEPTEMBER. LOCATION INCLUDE STANFORD SHOPPING CENTER. SFJAZZ FREE OUTDOORS SHOWCASES LOCAL MUSICIANS LATE AFTERNOON CONCERTS ALL FREE AND OPEN TO THE PUBLIC, DISPLAYING A WIDE ARRAY OF STYLES, FROM STRAIGHT-AHEAD JAZZ, TO LATIN RHYTHMS, SWING, BLUES, AND VOCALS.SFJAZZ POSTPONED THE 2020 NEA JAZZ MASTERS TRIBUTE CONCERT TO AUGUST 20, 2020, THE EVENT WAS IN VIRTUAL FORMAT INSTEAD OF IN PERSON BECAUSE OF THE PANDEMIC. IN ADDITION, OTHER PROGRAMS INCLUDE SELLING VARIOUS SFJAZZ MERCHANDISE AND CD'S OF THE SFJAZZ COLLECTIVE; LEASE INCOME FROM THE B-SIDE RESTAURANT LOCATED INSIDE THE CENTER; A RENTALS PROGRAM FOR OTHER NON-PROFITS AND FOR PROFIT COMPANIES TO RENT THE BUILDING FOR THEIR EVENTS. 1098871 0 20969 9113389 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 180 0 1 180 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X PARMILA PHILLIPS 4152830356 201 FRANKLIN STREET SAN FRANCISCO CA 94102 GREG STERN CEO 50.00 0.00 X X 157033 0 1229 RANDALL KLINE FOUNDER & EXECUTIVE ARTIST DIRECTOR 50.00 1.00 X X 282682 0 53410 DENISE YOUNG SMITH CHAIR 1.00 0.00 X X 0 0 0 BRUCE COZADD VICE CHAIR 1.00 0.00 X X 0 0 0 JOHN BOTTI TREASURER 1.00 0.00 X X 0 0 0 MOLLY COYE SECRETARY 1.00 0.00 X X 0 0 0 BRIAN ASHE BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL BELL BOARD MEMBER 1.00 0.00 X 0 0 0 SHELTON BERG BOARD MEMBER 1.00 0.00 X 0 0 0 TERRY BERKEMEIER BOARD MEMBER 1.00 0.00 X 0 0 0 JEFFREY BLUESTONE BOARD MEMBER 1.00 0.00 X 0 0 0 TIM DATTELS BOARD MEMBER 1.00 0.00 X 0 0 0 ANGELA DAVIS BOARD MEMBER 1.00 0.00 X 0 0 0 KATE DUHAMEL BOARD MEMBER 1.00 0.00 X 0 0 0 RISHI GARG BOARD MEMBER 1.00 0.00 X 0 0 0 MICK HELLMAN BOARD MEMBER 1.00 0.00 X 0 0 0 LISA HOOK BOARD MEMBER 1.00 0.00 X 0 0 0 ZAKIR HUSSAIN BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL LAZARUS BOARD MEMBER 1.00 0.00 X 0 0 0 DIVISH MAKAN BOARD MEMBER 1.00 0.00 X 0 0 0 LORING SAGAN BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN SANTOS BOARD MEMBER 1.00 1.00 X 0 0 0 CLAUDE STEELE BOARD MEMBER 1.00 0.00 X 0 0 0 JOE SHERMAN BOARD MEMBER 1.00 0.00 X 0 0 0 KAREN CHRESTON CHIEF FINANCIAL OFFICER 50.00 0.00 X 172858 0 27493 BARRETT SHAVER DIRECTOR OF DEVELOPMENT 50.00 0.00 X 136790 0 19006 LILLY SCHWARTZ ARTISTIC PRODUCER 50.00 0.00 X 123582 0 28983 MOUNT ALLEN DIRECTOR OF OPERATIONS 50.00 0.00 X 123966 0 0 TJ GORTON DIRECTOR OF MARKETING 50.00 0.00 X 114931 0 8446 REBECCA MAULEON-SANTANA DIRECTOR OF PRODUCTIONS 50.00 0.00 X 104472 0 4138 DONALD W DERHEIM CEO (THRU 6/30/2020) 0.00 0.00 X 320874 0 34850 1537188 0 177555 9 1 1 0 SHEPPARD MULLIN RICHTER & HAMPTON LLP 333 SOUTH HOPE STREET 43RD FLOOR LOS ANGELES CA 90071 LEGAL SERVICES 218304 1 4323765 49018 952000 3341209 3267326 1057467 11933318 EVENTS AND PROGRAMS 711130 132470 132470 132470 762 762 12878 12878 20000 140539 -120539 -120539 -120539 436835 441396 -4561 -4561 -4561 0 49018 75641 -75641 -75641 44749 10760 33989 33989 MISCELLANEOUS INCOME 900099 331 331 331 11913007 132801 0 -153112 X 1700 1700 1714251 1011172 264522 438557 3888019 3155253 216328 516438 142438 100248 13626 28564 134369 88296 23979 22094 766559 588971 55136 122452 69424 29886 39538 146293 146293 1418683 1167509 95891 155283 263467 260605 2135 727 96328 48002 42579 5747 648190 454088 85052 109050 37000 37000 599677 504270 78091 17316 18635 6628 11555 452 35349 35349 1771795 1496724 220057 55014 109462 98516 6568 4378 EVENT RELATED EXPENSES 80045 3154 75966 925 SUBSCRIPTIONS AND DUES 66214 26714 38050 1450 PRODUCTION EXPENSES 24045 8819 15226 35722 25834 32 9856 12067665 9113389 1465973 1488303 1075103 655752 4495396 3383214 611355 1581641 157780 873305 107521 96943 431152 261219 56177181 13221260 44410518 42955921 250000 250000 14975500 14907619 66514325 64965614 1060484 1037452 2111254 1836330 1000000 0 1457100 1361000 14588005 14588008 20216843 18822790 X 45434883 45843497 862599 299327 46297482 46142824 66514325 64965614 -154658 0 X 0 1 X 1 0 X 8188735 7127681 47026636 8491879 11948518 82783449 9314625 9460054 10404868 6493293 132801 35805641 17503360 16587735 57431504 14985172 12081319 118589090 1261379 553430 354494 986814 626829 3782946 0 1261379 553430 354494 986814 626829 3782946 114806144 1045937 1339566 1171170 935498 33640 4525811 1045937 1339566 1171170 935498 33640 4525811 191680 212295 246437 207942 44749 903103 18740977 18139596 58849111 16128612 12159708 124018004 0.92570 0.92620 0.03650 0.03550 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2016 AMOUNT: $ 80,200. 2017 AMOUNT: $ 99,206. 2018 AMOUNT: $ 121,325. 2019 AMOUNT: $ 123,857. 2020 AMOUNT: $ 0. GROSS SALES OF INVENTORY - 2016 AMOUNT: $ 111,480. 2017 AMOUNT: $ 113,089. 2018 AMOUNT: $ 125,112. 2019 AMOUNT: $ 84,085. 2020 AMOUNT: $ 44,749. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20678073 90568 4993556 952000 24810197 20379537 38754 1179782 920000 20678073 18999144 987174 1263219 870000 20379537 17646328 888639 1258177 794000 18999144 16042840 623981 1666507 687000 17646328 0.41550 0.00000 0.58450 0 1 1 5896183 5896183 45777416 9638229 36139187 4500082 3580027 920055 3500 3004 496 42955921 RELATED PARTY RECEIVABLES 14907619 14907619 INTERCOMPANY PAYABLES 14588008 14588008 X PART V, LINE 4: SFJAZZ'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS, ALL ESTABLISHED TO GENERATE GENERAL OPERATING SUPPORT TO THE ORGANIZATION. THE ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS AS WELL AS BOARD-DESIGNATED FUNDS TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: SFJAZZ AND THE FOUNDATION HAVE BEEN CLASSIFIED AS A PUBLICLY SUPPORTED, TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ARE EXEMPT FROM CALIFORNIA FRANCHISE TAXES UNDER REVENUE AND TAXATION CODE SECTION 23701D. AS OF JUNE 30, 2021, MANAGEMENT EVALUATED SFJAZZ'S TAX POSITIONS AND CONCLUDED THAT SFJAZZ HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. SF JAZZ GALA 49018 49018 75641 49018 49018 75641 75641 -75641 X X X X X X 0 0 0 0 0 0 0 0 0 DONALD W DERHEIM CEO (THRU 6/30/2020) 320874 0 0 0 0 0 26000 0 8850 0 355724 0 0 0 RANDALL KLINE FOUNDER & EXECUTIVE ARTIST DIRECTOR 282682 0 0 0 0 0 20694 0 32716 0 336092 0 0 0 KAREN CHRESTON CHIEF FINANCIAL OFFICER 172858 0 0 0 0 0 12000 0 15493 0 200351 0 0 0 GREG STERN CEO 157033 0 0 0 0 0 0 0 1229 0 158262 0 0 0 BARRETT SHAVER DIRECTOR OF DEVELOPMENT 130318 0 0 0 6472 0 5596 0 13410 0 155796 0 0 0 LILLY SCHWARTZ ARTISTIC PRODUCER 122358 0 0 0 1224 0 18249 0 10734 0 152565 0 0 0 X 9 1057467 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE ORGANIZATION USES AN UNRELATED THIRD PARTY, CHARITABLE ADULT RIDES & SERVICES, INC. (CARS), TO ADMINISTER ITS VEHICLE DONATION PROGRAM CARS ACCEPTS VEHICLE DONATIONS ON SFJAZZ'S BEHALF AND SENDS A LETTER TO THE DONOR ACKNOWLEDGING THE DONATION THE CHARITABLE DONATIONS ARE THEN RECEIVED AT SFJAZZ, NET OF THE SERVICE FEE. FORM 990, PART VI, SECTION B, LINE 11B HOOD & STRONG FORWARDED THE COMPLETED FORM 990 TO THE CFO, WHO UPON REVIEW FORWARDED THE FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE CFO, AND EITHER THE CFO OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ITS TRUSTEES, CEO, OFFICERS AND ALL EMPLOYEES OF SF JAZZ ORGANIZATION. IT REQUIRES INDIVIDUALS TO DISCLOSE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE CEO EXISTENCE OF ANY FINANCIAL OR COMPETITIVE INTEREST THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ADDITIONALLY, THE CEO WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICT OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN OF THE BOARD OF TRUSTEES. A PERSON WHO REPORTS OR IS DISCLOSED AS HAVING A CONFLICT OF INTEREST MAY BE REQUIRED TO BE DISQUALIFIED FROM PARTICIPATING IN RELATED DISCUSSION OR DECISIONS. THIS POLICY IS DISCUSSED EACH YEAR AT A BOARD OF TRUSTEES MEETING, WHERE INDIVIDUALS WITH POTENTIAL CONFLICTS ARE ENCOURAGED TO DISCLOSE ANY POTENTIAL CONFLICTS TO THE CEO AND THE CHAIRMAN OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS OF DETERMINING COMPENSATION INCLUDES BOARD DISCUSSION IN EXECUTIVE SESSION, SURVEY OF OTHER ARTS ORGANIZATION FOR COMPARISON, AND VOTE AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICTS OF INTEREST AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART IX, LINE 11G ARTIST FEES: PROGRAM SERVICE EXPENSES 612,513. MANAGEMENT AND GENERAL EXPENSES 2,767. FUNDRAISING EXPENSES 5,189. TOTAL EXPENSES 620,469. MAILHOUSE FEES: PROGRAM SERVICE EXPENSES 21,583. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 89,960. TOTAL EXPENSES 111,543. PAYROLL & BENEFIT FEES: PROGRAM SERVICE EXPENSES 185. MANAGEMENT AND GENERAL EXPENSES 23,499. FUNDRAISING EXPENSES 35. TOTAL EXPENSES 23,719. TICKET SERVICING FEES: PROGRAM SERVICE EXPENSES 12,450. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,450. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 350,619. MANAGEMENT AND GENERAL EXPENSES 57,099. FUNDRAISING EXPENSES 58,650. TOTAL EXPENSES 466,368. OTHER FEES: PROGRAM SERVICE EXPENSES 170,159. MANAGEMENT AND GENERAL EXPENSES 12,526. FUNDRAISING EXPENSES 1,449. TOTAL EXPENSES 184,134. SFJ PROPERTIES LLC 201 FRANKLIN STREET SAN FRANCISCO CA 94102 942990335 TO OWN, REDEVELOP, OPERATE, HOLD, SELL AND/OR LEASE PROPERTIES CA 22742 42391475 SAN FRANCISCO JAZZ ORGANIZATION THE FOUNDATION FOR SFJAZZ 201 FRANKLIN STREET SAN FRANCISCO CA 94102 453268077 SUPPORT SF JAZZ ORGANIZATION CA 501(C)(3) LINE 12A, I SAN FRANCISCO JAZZ ORGANIZATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 THE FOUNDATION FOR SFJAZZ C 952000 PER AGREEMENT