STRATEGY STUDIO / PUBLIC DATA EXPLORER

HERBIE HANCOCK INSTITUTE OF JAZZ: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HERBIE HANCOCK INSTITUTE OF JAZZ (EIN 52-1544030)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202143159349304369
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T09:58:42-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541972062PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DUNHAM AUKAMP & RHODES PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14437 Brookfield Corporate Dr SuiteAddressLine1Txt
CityCHANTILLYCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20151ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521544030EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HERBIE HANCOCK INSTITUTE OF JAZZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHERBBusinessNameControlTxt
Phone2023647272PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15225 WISCONSIN AVENUE NW 605AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES FARMERPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastFARMERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL D AUKAMP CPAPreparerPersonNm
PTINP00723879PTIN
Phone7036318940PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line15225 WISCONSIN AVENUE NW 605AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20015ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,220,905GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.hancockiNSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTO OFFER THE WORLD'S MOST PROMISING YOUNG MUSICIANS COLLEGE LEVEL TRAINING BY INTERNATIONALLY RENOWNED JAZZ MASTERS AND TO PRESENT PUBLIC SCHOOL - BASED JAZZ EDUCATION PROGRAMS FOR YOUNG PEOPLE AROUND THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$2,512,297PYContributionsGrantsAmt
CY Contributions Grants$2,200,240CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$136PYInvestmentIncomeAmt
CY Investment Income-$465CYInvestmentIncomeAmt
PY Other Revenue$26,626PYOtherRevenueAmt
CY Other Revenue$467CYOtherRevenueAmt
PY Total Revenue$2,539,059PYTotalRevenueAmt
CY Total Revenue$2,200,242CYTotalRevenueAmt
PY Grants And Similar Paid$172,282PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$98,581CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,183,859PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,010,887CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$109,568CYTotalFundraisingExpenseAmt
PY Other Expenses$1,919,174PYOtherExpensesAmt
CY Other Expenses$1,079,211CYOtherExpensesAmt
PY Total Expenses$3,275,315PYTotalExpensesAmt
CY Total Expenses$2,188,679CYTotalExpensesAmt
PY Revenues Less Expenses-$736,256PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,563CYRevenuesLessExpensesAmt
Total Assets BOY$2,451,908TotalAssetsBOYAmt
Total Assets EOY$2,757,347TotalAssetsEOYAmt
Total Liabilities BOY$905,866TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,199,742TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,546,042NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,557,605NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO OFFER THE WORLD'S MOST PROMISING YOUNG MUSICIANS COLLEGE LEVEL TRAINING BY INTERNATIONALLY RENOWNED JAZZ MASTERS AND TO PRESENT PUBLIC SCHOOL - BASED JAZZ EDUCATION PROGRAMS FOR YOUNG PEOPLE AROUND THE WORLD.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$792,900ExpenseAmt
DescJAZZ IN THE CLASSROOM - The Institute presents Jazz in the Classroom programs in public schools around the world, exposing young people to the cultural richness of jazz. Master classes, workshops and concerts are presented by leading jazz musicians and educators to help students with their musical instrument training, foster a sense of creativity and self-esteem, and provide role models. Jazz in the classroom brings music educators and major jazz artists into public schools in Washington, DC, Los Angeles, CA and other cities to teach and mentor students.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$430,483ExpenseAmt
DescINTERNATIONAL PROGRAMS - THE INSTITUTE OFFERS EDUCATIONAL AND CULTURAL PROGRAMS INCLUDING SPECIAL PERFORMANCES, TOURS AND INTERNATIONAL JAZZ DAY PROGRAMS THAT REACH PEOPLE WORLDWIDE. THE UNITED NATIONS EDUCATIONAL, SCIENTIFIC AND CULTURAL ORGANIZATION (UNESCO) DESIGNATED APRIL 30 AS INTERNATIONAL JAZZ DAY IN ORDER TO HIGHLIGHT JAZZ AND ITS DIPLOMATIC ROLE OF UNITING PEOPLE IN ALL CORNERS OF THE GLOBE. THE FIRST INTERNATIONAL JAZZ DAY TOOK PLACE ON APRIL 30, 2012, AS THE LEAD NONPROFIT ORGANIZATION CHARGED WITH PLANNING AND PROMOTING THIS ANNUAL CELEBRATION, THE INSTITUTE PRESENTS HIGH-PROFILE CONCERTS AND EDUCATION PROGRAMS FEATURING DOZENS OF WORLD-RENOWNED MUSICIANSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$340,501ExpenseAmt
DescHERBIE HANCOCK INSTITUTE OF JAZZ PERFORMANCE - In September 1995, the Institute established a two-year, accredited, college level program for gifted young musicians to study on a full-time basis. The program offers a Masters degree in jazz performance. The students selected for the program study tuition-free with full room and board stipends provided.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$375,753TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$1,939,637TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document41IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTHOMAS CARTERPersonNm
Phone2023647272PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15225 WISCONSIN AVE NW STE 605AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20015ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
THOMAS CARTER
President40.000.00Yes (X)Yes (X)$150,000$0$0
JAMES W DYAS
VP EDU/CURRICUM40.000.00$139,200$0$0
MICHELLE M DAY
VP, OPERATIONS40.000.00$137,700$0$0
HERBIE HANCOCK
INSTITUTE CHAIR8.000.00Yes (X)Yes (X)$0$0$0
IRINA BOKOVA
Trustee3.000.00Yes (X)$0$0$0
Frank O Gehry
Trustee3.000.00Yes (X)$0$0$0
DEE DEE Bridgewater
Trustee3.000.00Yes (X)$0$0$0
WAYNE SHORTER
Trustee3.000.00Yes (X)$0$0$0
Marcus Miller
Trustee3.000.00Yes (X)$0$0$0
JAMES FARMER
Treasurer5.000.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$426,900TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$394,688GovernmentGrantsAmt
All Other Contributions$1,805,552AllOtherContributionsAmt
Total Contributions$2,200,240TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$37TotalRevenueColumnAmt
Exclusion$37ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$20,161SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$20,663SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$502SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$502TotalRevenueColumnAmt
Exclusion-$502ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Total Revenue Column$467TotalRevenueColumnAmt
Exclusion$467ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$467OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,200,242TotalRevenueColumnAmt
Exclusion$2ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$98,581TotalAmt
Program Services$98,581ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$150,000TotalAmt
Program Services$108,000ProgramServicesAmt
Management And General$30,000ManagementAndGeneralAmt
Fundraising$12,000FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$654,567TotalAmt
Program Services$595,217ProgramServicesAmt
Management And General$41,350ManagementAndGeneralAmt
Fundraising$18,000FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$52,833TotalAmt
Program Services$45,611ProgramServicesAmt
Management And General$5,253ManagementAndGeneralAmt
Fundraising$1,969FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$87,681TotalAmt
Program Services$75,718ProgramServicesAmt
Management And General$8,693ManagementAndGeneralAmt
Fundraising$3,270FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$65,806TotalAmt
Program Services$56,821ProgramServicesAmt
Management And General$6,531ManagementAndGeneralAmt
Fundraising$2,454FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,127TotalAmt
Program Services$1,837ProgramServicesAmt
Management And General$211ManagementAndGeneralAmt
Fundraising$79FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,921TotalAmt
Program Services$17,201ProgramServicesAmt
Management And General$1,977ManagementAndGeneralAmt
Fundraising$743FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$400,740TotalAmt
Program Services$357,727ProgramServicesAmt
Fundraising$43,013FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$37,557TotalAmt
Program Services$36,960ProgramServicesAmt
Fundraising$597FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$15,256TotalAmt
Program Services$11,174ProgramServicesAmt
Management And General$2,513ManagementAndGeneralAmt
Fundraising$1,569FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$253,705TotalAmt
Program Services$206,335ProgramServicesAmt
Management And General$25,225ManagementAndGeneralAmt
Fundraising$22,145FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$215,027TotalAmt
Program Services$215,027ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$25,583TotalAmt
Program Services$23,917ProgramServicesAmt
Management And General$712ManagementAndGeneralAmt
Fundraising$954FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,549TotalAmt
Program Services$3,928ProgramServicesAmt
Management And General$451ManagementAndGeneralAmt
Fundraising$170FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$29,074TotalAmt
Program Services$25,650ProgramServicesAmt
Management And General$2,340ManagementAndGeneralAmt
Fundraising$1,084FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS & OTHER EXPENSE$28,569$28,470$34$65
SUPPLIES$16,853$12,177$4,240$436
BANK CHARGES$11,232$9,639$1,174$419
PARKING$5,310$4,362$750$198

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$13,708TotalAmt
Program Services$5,285ProgramServicesAmt
Management And General$8,020ManagementAndGeneralAmt
Fundraising$403FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,188,679TotalAmt
Program Services$1,939,637ProgramServicesAmt
Management And General$139,474ManagementAndGeneralAmt
Fundraising$109,568FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$65,599BOYAmt
EOY$212,039EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,972,082BOYAmt
EOY$2,315,172EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$375,000BOYAmt
EOY$200,514EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$186,022LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$173,526LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,046BOYAmt
EOY$12,496EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,181BOYAmt
EOY$17,126EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,451,908BOYAmt
EOY$2,757,347EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$511,763BOYAmt
EOY$408,333EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$190,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
EOY$149,900EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$394,103BOYAmt
EOY$451,509EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$905,866BOYAmt
EOY$1,199,742EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$23,910BOYAmt
EOY$212,630EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,569,952BOYAmt
EOY$1,344,975EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,546,042BOYAmt
EOY$1,557,605EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,451,908BOYAmt
EOY$2,757,347EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$11,563ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,137,536CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,153,482CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,091,974CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,512,297CurrentTaxYearMinus1YearAmt
Current Tax Year$2,065,265CurrentTaxYearAmt
Total$18,960,554TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,137,536CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,153,482CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,091,974CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,512,297CurrentTaxYearMinus1YearAmt
Current Tax Year$2,065,265CurrentTaxYearAmt
Total$18,960,554TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,937,038SubstantialContributorsTotAmt
Public Support Total170$14,023,516PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$169CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$178CurrentTaxYearMinus2YearsAmt
Current Tax Year$37CurrentTaxYearAmt
Total$510TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,157CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,150CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,257CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,764CurrentTaxYearMinus1YearAmt
Current Tax Year$467CurrentTaxYearAmt
Total$72,795TotalAmt
FieldValueIRS element (for citing)
Total Support$19,033,859TotalSupportAmt
Public Support CY1700.73680PublicSupportCY170Pct
Public Support PY1700.75990PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$28,297OtherCostOrOtherBasisAmt
Depreciation$22,436DepreciationAmt
Book Value$5,861BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$157,725OtherCostOrOtherBasisAmt
Depreciation$151,090DepreciationAmt
Book Value$6,635BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$12,496TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED LEASE LIABILITY$56,596
LINE OF CREDIT$394,913
FieldValueIRS element (for citing)
Total Liability$451,509TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,272,242TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$72,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$72,000RevenueNotReportedAmt
Revenue Subtotal$2,200,242RevenueSubtotalAmt
Total Revenue Per Form990$2,200,242TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,260,679TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$72,000DonatedServicesUseFcltsAmt
Expenses Not Reported$72,000ExpensesNotReportedAmt
Expenses Subtotal$2,188,679ExpensesSubtotalAmt
Total Expenses Per Form990$2,188,679TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.THE ENDOWMENT FUND SUPPORTS THE ORGANIZATION'S JAZZ MASTERS PROGRAM AND ASSISTS IN TEACHING AT UNIVERSITIES AND PUBLIC SCHOOLS
Part X : FIN48 FootnoteAs of December 31, 2020, the Institute has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The tax years subject to examination by the taxing authorities are the years ended December 31, 2017 through 2019.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd
Total501c3 Org0Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceDesc
UCLA SCHOLARSHIP6$85,555SCHOLARSHIP TO STUDY AT UCLA
COMPETITION SCHOLARSHIP4$13,026SCHOLARSHIP TO STUDY WITH JAZZ PROFESIONALS

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION RETAINS ALL DOCUMENTATION REGARDING THE PAYMENT OF SCHOLARSHIPS AND GRANTS. THE RECIPIENTS ARE MONITORED REGULARLY TO ENSURE COMPLIANCE AND ELIGIBILITY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d: Other Program Services DescriptionOTHER PROGRAM SERVICES 4: HANCOCK JAZZ COMPETITION - THE HERBIE HANCOCK INSTITUTE OF JAZZ INTERNATIONAL COMPETITION IS RECOGNIZED AS THE WORLD'S MOST PRESTIGIOUS JAZZ COMPETITION AND HAS LAUNCHED A NUMBER OF MAJOR PROFESSIONAL JAZZ CAREERS. THE COMPETITION, WHICH IS HELD ANNUALLY AT THE KENNEDY CENTER AND THE SMITHSONIAN INSTITUTION IN WASHINGTON, DC, OFFERS YOUNG ASPIRING MUSICIANS FROM AROUND THE WORLD THE OPPORTUNITY TO RECEIVE SCHOLARSHIP AWARDS, AS WELL AS PERFORMANCE OPPORTUNITIES AND INTERNATIONAL EXPOSURE. OTHER PROGRAM SERVICES 5: CURRICULUM - TO PROVIDE AN ONGOING EDUCATION ABOUT JAZZ FOR STUDENTS, THE HERBIE HANCOCK INSTITUTE OF JAZZ HAS DEVELOPED JAZZ IN AMERICA: THE NATIONAL JAZZ CURRICULUM (WWW.JAZZINAMERICA.ORG) AN INTERNET-BASED CURRICULUM FOR PUBLIC SCHOOL STUDENTS. THE CURRICULUM PRESENTS A HISTORICAL OVERVIEW, EXAMINES CHARACTERISTICS OF VARIOUS JAZZ STYLES, HIGHLIGHTS CONTRIBUTIONS OF IMPORTANT PERFORMERS AND COMPOSERS, AND, MOST IMPORTANTLY, EXPLORES THE SOCIAL, ECONOMIC AND POLITICAL CONTEXTS WITHIN WHICH JAZZ EVOLVED.
Form 990, Part VI, Line 11b: Form 990 Review ProcessA COPY OF THE RETURN IS PROVIDED TO EACH BOARD MEMBER DURING THE REVIEW OF THE AUDIT AND TAX RETURN BY AN OFFICER OF THE ORGANIZATION.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsALL CONFLICTS OF INTEREST ARE TO BE IMMEDIATELY DISCLOSED VIA VERBAL AND WRITTEN COMMUNICATION.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableGUIDESTAR HOSTS A COPY OF THE 990 OR CAN BE MADE AVAILABLE UPON REQUEST.