STRATEGY STUDIO / PUBLIC DATA EXPLORER

HERBIE HANCOCK INSTITUTE OF JAZZ: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HERBIE HANCOCK INSTITUTE OF JAZZ (EIN 52-1544030)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-13
IRS object ID
201542259349302579
Schema version
2014v5.0
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)
Return2015-08-13T11:59:54-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521544030EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THELONIOUS MONK INSTITUTE OF JAZZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHELBusinessNameControlTxt
Phone2023647272PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15225 WISCONSIN AVENUE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS CARTERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-08-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL D AUKAMP CPAPreparerPersonNm
PTINP00723879PTIN
Phone7036318940PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$3,420,696GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MONKINSTITUTE.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 Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$3,154,488PYContributionsGrantsAmt
CY Contributions Grants$3,144,257CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$45,384PYInvestmentIncomeAmt
CY Investment Income$19,639CYInvestmentIncomeAmt
PY Other Revenue$49,015PYOtherRevenueAmt
CY Other Revenue$150,467CYOtherRevenueAmt
PY Total Revenue$3,248,887PYTotalRevenueAmt
CY Total Revenue$3,314,363CYTotalRevenueAmt
PY Grants And Similar Paid$221,087PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$221,760CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$987,549PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,032,025CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$169,892CYTotalFundraisingExpenseAmt
PY Other Expenses$1,900,494PYOtherExpensesAmt
CY Other Expenses$2,025,628CYOtherExpensesAmt
PY Total Expenses$3,109,130PYTotalExpensesAmt
CY Total Expenses$3,279,413CYTotalExpensesAmt
PY Revenues Less Expenses$139,757PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$34,950CYRevenuesLessExpensesAmt
Total Assets BOY$2,214,090TotalAssetsBOYAmt
Total Assets EOY$2,424,974TotalAssetsEOYAmt
Total Liabilities BOY$416,020TotalLiabilitiesBOYAmt
Total Liabilities EOY$582,185TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,798,070NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,842,789NetAssetsOrFundBalancesEOYAmt
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$753,250ExpenseAmt
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 selfesteem, and provide role models.Jazz in the Classroom brings music educators and major jazz artists into public schools in Washington, D.C. and other cities to teach and mentor students. These young people perform their jazz repertoire at high-profile community functions. The BeBop to Hip-Hop program introduces students to the historical influences of both jazz and hip-hop. Students compose and perform pieces combining the best of both art forms, and are introduced to the latest recording technologies and software. The Performing Arts High Schools Jazz Program provides intensive instruction to advanced jazz band students at the Duke Ellington School of the Arts in Washington, D.C. and other public performing arts high schools.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$748,260ExpenseAmt
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 annual 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$731,690ExpenseAmt
DescMONK JAZZ COMPETITION - The Thelonious Monk Jazz Competition, established in 1987, is recognized as the worlds 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 and prizes, as well as performance opportunities and international exposure.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$736,899TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$2,970,099TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
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 OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document117IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
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
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
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 (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
THOMAS CARTER
President40.000.00Yes (X)Yes (X)$300,000$0$0
HERBIE HANCOCK
INSTITUTE CHAIR8.000.00Yes (X)Yes (X)$0$0$0
CLARK TERRY
Trustee3.000.00Yes (X)$0$0$0
THELONIOUS S MONK JR
Chairman8.000.00Yes (X)Yes (X)$0$0$0
PAXTON K BAKER
Trustee3.000.00Yes (X)$0$0$0
JIMMY HEATH
Trustee3.000.00Yes (X)$0$0$0
WAYNE SHORTER
Trustee3.000.00Yes (X)$0$0$0
STUART SUBOTNICK
Trustee3.000.00Yes (X)$0$0$0
SONYA JACKSON
Trustee3.000.00Yes (X)$0$0$0
JAMES FARMER
Trustee3.000.00Yes (X)$0$0$0
CAROLYN POWERS
Trustee3.000.00Yes (X)$0$0$0
JAMES W DYAS
VP EDU/CURRICUM40.000.00$124,000$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$424,000TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$91,031GovernmentGrantsAmt
All Other Contributions$3,053,226AllOtherContributionsAmt
Total Contributions$3,144,257TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,905TotalRevenueColumnAmt
Exclusion$7,905ExclusionAmt

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)
Other$118,067OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$106,333OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$11,734OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,734TotalRevenueColumnAmt
Exclusion$11,734ExclusionAmt

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 (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
COMPETITION TICKET INCOME$113,677$113,677
OTHER INCOME$36,790$36,790
FieldValueIRS element (for citing)
Other Revenue Total$150,467OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,314,363TotalRevenueColumnAmt
Related Or Exempt Func Income$150,467RelatedOrExemptFuncIncomeAmt
Exclusion$19,639ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Program Services$10,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$211,760TotalAmt
Program Services$211,760ProgramServicesAmt

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$300,000TotalAmt
Program Services$216,000ProgramServicesAmt
Management And General$60,000ManagementAndGeneralAmt
Fundraising$24,000FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$577,000TotalAmt
Program Services$490,000ProgramServicesAmt
Management And General$21,000ManagementAndGeneralAmt
Fundraising$66,000FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,509TotalAmt
Program Services$1,934ProgramServicesAmt
Management And General$232ManagementAndGeneralAmt
Fundraising$343FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$94,804TotalAmt
Program Services$73,076ProgramServicesAmt
Management And General$8,756ManagementAndGeneralAmt
Fundraising$12,972FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$57,712TotalAmt
Program Services$44,485ProgramServicesAmt
Management And General$5,330ManagementAndGeneralAmt
Fundraising$7,897FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,896TotalAmt
Program Services$13,023ProgramServicesAmt
Management And General$1,561ManagementAndGeneralAmt
Fundraising$2,312FundraisingAmt

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$244,170TotalAmt
Program Services$234,170ProgramServicesAmt
Fundraising$10,000FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$279,480TotalAmt
Program Services$279,480ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$25,199TotalAmt
Program Services$16,606ProgramServicesAmt
Management And General$7,369ManagementAndGeneralAmt
Fundraising$1,224FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$162,568TotalAmt
Program Services$137,100ProgramServicesAmt
Management And General$9,261ManagementAndGeneralAmt
Fundraising$16,207FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$229,115TotalAmt
Program Services$200,947ProgramServicesAmt
Management And General$13,759ManagementAndGeneralAmt
Fundraising$14,409FundraisingAmt

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$12,634TotalAmt
Program Services$9,854ProgramServicesAmt
Management And General$1,011ManagementAndGeneralAmt
Fundraising$1,769FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$22,955TotalAmt
Program Services$17,905ProgramServicesAmt
Management And General$1,836ManagementAndGeneralAmt
Fundraising$3,214FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$33,305TotalAmt
Program Services$25,978ProgramServicesAmt
Management And General$2,664ManagementAndGeneralAmt
Fundraising$4,663FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRODUCTION EXPENSES$623,647$623,647
ARTIST COMPENSATION$320,592$320,592
SUPPLIES$18,364$16,340$736$1,288
TELEPHONE$11,853$10,384$555$914

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$24,850TotalAmt
Program Services$16,818ProgramServicesAmt
Management And General$5,352ManagementAndGeneralAmt
Fundraising$2,680FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,279,413TotalAmt
Program Services$2,970,099ProgramServicesAmt
Management And General$139,422ManagementAndGeneralAmt
Fundraising$169,892FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$237,983BOYAmt
EOY$200,358EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$650,600BOYAmt
EOY$1,152,631EOYAmt

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$266,837BOYAmt
EOY$300,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$182,630LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$106,497LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$96,353BOYAmt
EOY$76,133EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$386,751BOYAmt
EOY$363,170EOYAmt

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$575,566BOYAmt
EOY$332,682EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,214,090BOYAmt
EOY$2,424,974EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$66,020BOYAmt
EOY$232,185EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$350,000BOYAmt
EOY$350,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$416,020BOYAmt
EOY$582,185EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,098,070BOYAmt
EOY$1,392,789EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$550,000BOYAmt
EOY$300,000EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$150,000BOYAmt
EOY$150,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,798,070BOYAmt
EOY$1,842,789EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,214,090BOYAmt
EOY$2,424,974EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$34,950ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$9,769NetUnrlzdGainsLossesInvstAmt
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$3,114,443CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,859,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,063,240CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,154,488CurrentTaxYearMinus1YearAmt
Current Tax Year$3,166,903CurrentTaxYearAmt
Total$16,358,076TotalAmt

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$3,114,443CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,859,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,063,240CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,154,488CurrentTaxYearMinus1YearAmt
Current Tax Year$3,166,903CurrentTaxYearAmt
Total$16,358,076TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,527,298SubstantialContributorsTotAmt
Public Support Total170$10,830,778PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,938CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$14,985CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,384CurrentTaxYearMinus1YearAmt
Current Tax Year$19,639CurrentTaxYearAmt
Total$90,946TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,222CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,221CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,707CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,015CurrentTaxYearMinus1YearAmt
Current Tax Year$36,790CurrentTaxYearAmt
Total$186,955TotalAmt
FieldValueIRS element (for citing)
Total Support$16,635,977TotalSupportAmt
Public Support CY1700.65100PublicSupportCY170Pct
Public Support PY1700.65930PublicSupportPY170Pct
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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$500,000BeginningYearBalanceAmt
Investment Earnings Or Losses$32,212InvestmentEarningsOrLossesAmt
Other Expenditures$26,419OtherExpendituresAmt
Administrative Expenses$5,793AdministrativeExpensesAmt
End Year Balance$500,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$500,000BeginningYearBalanceAmt
End Year Balance$500,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$500,000BeginningYearBalanceAmt
End Year Balance$500,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.70000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.30000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$79,180OtherCostOrOtherBasisAmt
Depreciation$62,655DepreciationAmt
Book Value$16,525BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$103,450OtherCostOrOtherBasisAmt
Depreciation$43,842DepreciationAmt
Book Value$59,608BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$76,133TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DEPOSITS$32,682
NONCURRENT PLEDGES RECEIVABLE$300,000
FieldValueIRS element (for citing)
Total Book Value Other Assets$332,682TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLINE OF CREDITDesc
Amt$350,000Amt
FieldValueIRS element (for citing)
Total Liability$350,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,656,132TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$9,769NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$332,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$341,769RevenueNotReportedAmt
Revenue Subtotal$3,314,363RevenueSubtotalAmt
Total Revenue Per Form990$3,314,363TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,611,413TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$332,000DonatedServicesUseFcltsAmt
Expenses Not Reported$332,000ExpensesNotReportedAmt
Expenses Subtotal$3,279,413ExpensesSubtotalAmt
Total Expenses Per Form990$3,279,413TotalExpensesPerForm990Amt

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, 2014, 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, 2011 through 2013.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1LOS ANGELES CO HS FOR THE ARTS FOUNDATIOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15151 STATE UNIVERSITY DR STE 1034AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90032ZIPCd
FieldValueIRS element (for citing)
Recipient EIN953938009RecipientEIN
Cash Grant$10,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantTO PROMOTE THE ARTS IN PUBLIC SHOOLS.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceDesc
UCLA SCHOLARSHIP16$186,260SCHOLARSHIP TO STUDY AT UCLA
COMPETITION SCHOLARSHIP3$25,000SCHOLARSHIP TO STUDY WITH JAZZ PROFESIONALS
CUTLER SCHOLARSHIP1$500SCHOLARSHIP

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 J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTHOMAS CARTERPersonNm
TitlePresidentTitleTxt
Base Compensation Filing Org$300,000BaseCompensationFilingOrgAmt
Total Compensation Filing Org$300,000TotalCompensationFilingOrgAmt

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: OTHER PROGRAM SERVICES 5: 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 annual 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.
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.