HERBIE HANCOCK INSTITUTE OF JAZZ: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: HERBIE HANCOCK INSTITUTE OF JAZZ (EIN 52-1544030)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-14
IRS object ID: 202523189349307107
Schema version: 2024v5.2
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-14T09:53:01-08:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	541972062	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DUNHAM AUKAMP & RHODES PLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4443 BROOKFIELD CORPORATE DRIVE SUI	AddressLine1Txt
City	CHANTILLY	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	20151	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	521544030	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HERBIE HANCOCK INSTITUTE OF JAZZ	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HERB	BusinessNameControlTxt
Phone	2023647272	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5225 WISCONSIN AVENUE NW 605	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20015	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES FARMER	PersonNm
Person Title	Treasurer	PersonTitleTxt
Signature	2025-11-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL D AUKAMP CPA	PreparerPersonNm
PTIN	P00723879	PTIN
Phone	7036318940	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	THOMAS CARTER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5225 WISCONSIN AVENUE NW 605	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20015	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,863,373	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.hancockiNSTITUTE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1987	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	TO OFFER THE WORLD'S MOST PROMISING YOUNG MUSICIANS COLLEGE LEVEL TRAINING BY INTERNATIONALLY RENOWNED JAZZ MASTERS AND TO PRESENT PUBLIC SCHOOL JAZZ EDUCATION PROGRAMS FOR YOUNG PEOPLE AROUND THE WORLD.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	7	TotalEmployeeCnt
Total Volunteers	20	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$3,555,096	PYContributionsGrantsAmt
CY Contributions Grants	$3,864,414	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$157	PYInvestmentIncomeAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
PY Other Revenue	$8,689	PYOtherRevenueAmt
CY Other Revenue	-$1,041	CYOtherRevenueAmt
PY Total Revenue	$3,563,942	PYTotalRevenueAmt
CY Total Revenue	$3,863,373	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$891,352	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$950,441	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$108,183	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,011,768	PYOtherExpensesAmt
CY Other Expenses	$3,093,379	CYOtherExpensesAmt
PY Total Expenses	$2,903,120	PYTotalExpensesAmt
CY Total Expenses	$4,043,820	CYTotalExpensesAmt
PY Revenues Less Expenses	$660,822	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$180,447	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,835,714	TotalAssetsBOYAmt
Total Assets EOY	$3,475,133	TotalAssetsEOYAmt
Total Liabilities BOY	$1,876,069	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,695,935	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,959,645	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,779,198	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO OFFER THE WORLD'S MOST PROMISING YOUNG MUSICIANS COLLEGE LEVEL TRAINING BY INTERNATIONALLY RENOWNED JAZZ MASTERS AND TO PRESENT PUBLIC SCHOOL JAZZ EDUCATION PROGRAMS FOR YOUNG PEOPLE AROUND THE WORLD.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,816,506	ExpenseAmt
Desc	INTERNATIONAL 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 MUSICIANS. SINCE 1995, THE INSTITUTE HAS PRESENTED CULTURAL, EDUCATIONAL AND DIPLOMATIC TOURS, MANY IN PARTNERSHIP WITH THE U.S. DEPARTMENT OF STATE, IN MORE THAN 30 COUNTRIES AROUND THE WORLD.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$882,763	ExpenseAmt
Desc	JAZZ 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 Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$628,347	ExpenseAmt
Desc	HERBIE 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 Master's degree in jazz performance. The students selected for the program study tuition-free with full room and board stipends provided.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmt	DescDesc
$200,987	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 OFFERS YOUNG ASPIRING MUSICIANS FROM AROUND THE WORLD THE OPPORTUNITY TO RECEIVE SCHOLARSHIP AWARDS, AS WELL AS PERFORMANCE OPPORTUNITIES AND INTERNATIONAL EXPOSURE.
$174,081	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, EXPLORES THE SOCIAL, ECONOMIC AND POLITICAL CONTEXTS WITHIN WHICH JAZZ EVOLVED.

ExpenseExpenseAmt

DescDesc

$200,987

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 OFFERS YOUNG ASPIRING MUSICIANS FROM AROUND THE WORLD THE OPPORTUNITY TO RECEIVE SCHOLARSHIP AWARDS, AS WELL AS PERFORMANCE OPPORTUNITIES AND INTERNATIONAL EXPOSURE.

$174,081

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, EXPLORES THE SOCIAL, ECONOMIC AND POLITICAL CONTEXTS WITHIN WHICH JAZZ EVOLVED.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$375,068	TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses	$3,702,684	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	96	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	7	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Form8282 Filed	0	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	false	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	THOMAS CARTER	PersonNm
Phone	2023647272	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5225 WISCONSIN AVE NW STE 605	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20015	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
THOMAS CARTER
President	40.00	0.00	Yes (X)	Yes (X)	$180,000	$0	$0
JAMES W DYAS
VP EDU/CURRICULUM	40.00	0.00			$139,200	$0	$0
MICHELLE M DAY
VP, OPERATIONS	40.00	0.00			$136,000	$0	$0
KAMIL WALJI
MGR STRAT PTRSHPS	40.00	0.00			$110,000	$0	$0
HERBIE HANCOCK
INSTITUTE CHAIR	8.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
IRINA BOKOVA
Trustee	3.00	0.00	Yes (X)		$0	$0	$0
Frank O Gehry
Trustee	3.00	0.00	Yes (X)		$0	$0	$0
BRETT HART
Trustee	3.00	0.00	Yes (X)		$0	$0	$0
DEE DEE Bridgewater
Trustee	3.00	0.00	Yes (X)		$0	$0	$0
Marcus Miller
Trustee	3.00	0.00	Yes (X)		$0	$0	$0
ROBERT J PILON
Trustee	3.00	0.00	Yes (X)		$0	$0	$0
JAMES FARMER
Treasurer	5.00	0.00	Yes (X)	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$565,200	TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K	4	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt	CityContractorAddress/ForeignAddress/CityNm	CountryContractorAddress/ForeignAddress/CountryCd	Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd
FINE FILMS
PO BOX 303	NASSAU	NY	12123	PRODUCTION	$144,472
MEDIAPRO
				PRODUCTION	$134,468	1100 BD EL QODS	CASABLANCA	MO	20270
TOUAREG PRODUCTIONS
				PRODUCTION	$143,702	43 RUE AIT OURIR	CASABLANCA	MO	20200

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Government Grants	$2,414,137	GovernmentGrantsAmt
All Other Contributions	$1,450,277	AllOtherContributionsAmt
Total Contributions	$3,864,414	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Total Revenue Column	-$1,041	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$1,041	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	-$1,041	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,863,373	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$1,041	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$180,000	TotalAmt
Program Services	$67,000	ProgramServicesAmt
Management And General	$77,000	ManagementAndGeneralAmt
Fundraising	$36,000	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$614,367	TotalAmt
Program Services	$614,367	ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$27,676	TotalAmt
Program Services	$23,739	ProgramServicesAmt
Management And General	$2,683	ManagementAndGeneralAmt
Fundraising	$1,254	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$64,872	TotalAmt
Program Services	$55,644	ProgramServicesAmt
Management And General	$6,288	ManagementAndGeneralAmt
Fundraising	$2,940	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$63,526	TotalAmt
Program Services	$54,489	ProgramServicesAmt
Management And General	$6,158	ManagementAndGeneralAmt
Fundraising	$2,879	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$28,117	TotalAmt
Program Services	$23,582	ProgramServicesAmt
Management And General	$3,064	ManagementAndGeneralAmt
Fundraising	$1,471	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$618,553	TotalAmt
Program Services	$596,390	ProgramServicesAmt
Fundraising	$22,163	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$101,579	TotalAmt
Program Services	$100,489	ProgramServicesAmt
Fundraising	$1,090	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$231,650	TotalAmt
Program Services	$167,258	ProgramServicesAmt
Management And General	$51,877	ManagementAndGeneralAmt
Fundraising	$12,515	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,061,921	TotalAmt
Program Services	$1,044,066	ProgramServicesAmt
Management And General	$914	ManagementAndGeneralAmt
Fundraising	$16,941	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$53,189	TotalAmt
Program Services	$47,524	ProgramServicesAmt
Management And General	$5,182	ManagementAndGeneralAmt
Fundraising	$483	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,802	TotalAmt
Program Services	$1,505	ProgramServicesAmt
Management And General	$200	ManagementAndGeneralAmt
Fundraising	$97	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$21,515	TotalAmt
Program Services	$17,969	ProgramServicesAmt
Management And General	$2,393	ManagementAndGeneralAmt
Fundraising	$1,153	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
PRODUCTION	$596,462	$591,490	$4,972
SCHOLARSHIP	$180,603	$180,603
INTERNET	$85,610	$71,288	$2,106	$12,216
MISCELLANEOUS & OTHER EXPENSE	$44,299	-$8,245	-$531	$53,075

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$68,079	TotalAmt
Program Services	$53,526	ProgramServicesAmt
Management And General	$11,903	ManagementAndGeneralAmt
Fundraising	$2,650	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,043,820	TotalAmt
Program Services	$3,702,684	ProgramServicesAmt
Management And General	$232,953	ManagementAndGeneralAmt
Fundraising	$108,183	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$15,076	BOYAmt
EOY	$414,193	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,957,584	BOYAmt
EOY	$2,089,106	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$300,000	BOYAmt
EOY	$600,000	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$131,163	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$127,487	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,208	BOYAmt
EOY	$3,676	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,790	BOYAmt
EOY	$1,541	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$558,056	BOYAmt
EOY	$366,617	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,835,714	BOYAmt
EOY	$3,475,133	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$638,336	BOYAmt
EOY	$555,819	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$458,244	BOYAmt
EOY	$594,744	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$174,025	BOYAmt
EOY	$150,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$605,464	BOYAmt
EOY	$395,372	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,876,069	BOYAmt
EOY	$1,695,935	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$304,854	BOYAmt
EOY	-$96,937	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,654,791	BOYAmt
EOY	$1,876,135	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,959,645	BOYAmt
EOY	$1,779,198	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,835,714	BOYAmt
EOY	$3,475,133	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$180,447	ReconcilationRevenueExpnssAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,065,265	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,283,533	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,554,791	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,555,096	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,864,414	CurrentTaxYearAmt
Total	$14,323,099	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,065,265	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,283,533	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,554,791	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,555,096	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,864,414	CurrentTaxYearAmt
Total	$14,323,099	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,789,468	SubstantialContributorsTotAmt
Public Support Total170	$12,533,631	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$379	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$147	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$157	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2	CurrentTaxYearAmt
Total	$722	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$467	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$567	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,685	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,689	CurrentTaxYearMinus1YearAmt
Current Tax Year	-$1,042	CurrentTaxYearAmt
Total	$18,366	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$14,342,187	TotalSupportAmt
Public Support CY170	0.87390	PublicSupportCY170Pct
Public Support PY170	0.82210	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$150,000	BeginningYearBalanceAmt
End Year Balance	$150,000	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$150,000	BeginningYearBalanceAmt
End Year Balance	$150,000	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$150,000	BeginningYearBalanceAmt
End Year Balance	$150,000	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$150,000	BeginningYearBalanceAmt
End Year Balance	$150,000	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$150,000	BeginningYearBalanceAmt
End Year Balance	$150,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	false	RelatedOrgListSchRInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$27,713	OtherCostOrOtherBasisAmt
Depreciation	$24,037	DepreciationAmt
Book Value	$3,676	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$103,450	OtherCostOrOtherBasisAmt
Depreciation	$103,450	DepreciationAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,676	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
DEPOSITS	$17,126
RIGHT-OF-USE ASSET	$349,491

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$366,617	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	LEASE LIABILITY	Desc
Amt	$395,372	Amt

Field	Value	IRS element (for citing)
Total Liability	$395,372	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,935,373	TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts	$72,000	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$72,000	RevenueNotReportedAmt
Revenue Subtotal	$3,863,373	RevenueSubtotalAmt
Total Revenue Per Form990	$3,863,373	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,115,820	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$72,000	DonatedServicesUseFcltsAmt
Expenses Not Reported	$72,000	ExpensesNotReportedAmt
Expenses Subtotal	$4,043,820	ExpensesSubtotalAmt
Total Expenses Per Form990	$4,043,820	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 Footnote	As of December 31, 2024, 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, 2021 through 2023.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	THOMAS CARTER	PersonNm
Title	President	TitleTxt
Base Compensation Filing Org	$180,000	BaseCompensationFilingOrgAmt
Total Compensation Filing Org	$180,000	TotalCompensationFilingOrgAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11b	A 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, Section B, Line 12c	ALL CONFLICTS OF INTEREST ARE TO BE IMMEDIATELY DISCLOSED VIA VERBAL AND WRITTEN COMMUNICATION.
Form 990, Part VI, Section C, Line 19	GUIDESTAR HOSTS A COPY OF THE 990 OR CAN BE MADE AVAILABLE UPON REQUEST.