CHARLOTTE COUNTY JAZZ SOCIETY INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: CHARLOTTE COUNTY JAZZ SOCIETY INC (EIN 65-0213972)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2012-10-15
IRS object ID: 201232899349300613
Schema version: 2011v1.2
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 O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-10-15T10:31:53-04:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Mary G Stewart CPA PA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	4456 Tamiami Trail A-7	AddressLine1
City	Pt Charlotte	City
State	FL	State
ZIP Code	33980	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	650213972	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CHARLOTTE COUNTY JAZZ SOCIETY INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CHAR	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 495321	AddressLine1
City	PORT CHARLOTTE	City
State	FL	State
ZIP Code	339495321	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CHRISTINE FITZGERAL	Name
Title	TREASURER	Title
Date Signed	2012-10-05	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Mary G Stewart CPA	Name
Phone	9412583191	Phone
Date Prepared	2012-10-11	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	229857	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1990	YearFormation
State Legal Domicile	FL	StateLegalDomicile
Activity Or Mission Description	INCREASE THE AVAILABILITY OF JAZZ MUSIC IN OUR COUNTY AND TO FOSTER THE STUDY AND APPRECIATION OF THIS ORIGINAL AMERICAN ART FORM ESPECIALLY AMONG THE YOUTH OF OUR COMMUNITY	ActivityOrMissionDescription
Nbr Voting Members Governing Body	12	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	11	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	6097	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Current Year	215369	ContributionsGrantsCurrentYear
Program Service Revenue CY	8391	ProgramServiceRevenueCY
Investment Income Current Year	6097	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Current Year	229857	TotalRevenueCurrentYear
Grants And Similar Amnts CY	2900	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expenses Current Year	42488	OtherExpensesCurrentYear
Total Expenses Current Year	45388	TotalExpensesCurrentYear
Revenues Less Expenses CY	184469	RevenuesLessExpensesCY
Total Assets BOY	175863	TotalAssetsBOY
Total Assets EOY	360332	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	175863	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	360332	NetAssetsOrFundBalancesEOY
Mission Description	INCREASE THE AVAILABILITY OF JAZZ MUSIC IN OUR COUNTY AND TO FOSTER THE STUDY AND APPRECIATION OF THIS ORIGINAL AMERICAN ART FORM ESPECIALLY AMONG THE YOUTH OF OUR COMMUNITY	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	41208	Expense
Grants	2900	Grants
Revenue	225405	Revenue
Description	WE SEEK TO CONTINUALLY DEVELOP AND IMPROVE UPON OUR MONTHLY CONCERT SERIES WHICH SHOWCASES SOME OF THE FINEST JASS PERFORMERS FROM THROUGHOUT THE STATE OF FLORIDA	Description
Total Program Service Expense	41208	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	12	NbrVotingGoverningBodyMembers
Number Independent Voting Members	11	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	CHRISTINE W FITZGERALD	NamePerson
Telephone Number	9416295338	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3168 TARYTOWN ST	AddressLine1
City	PORT CHARLOTTE	City
State	FL	State
ZIP Code	33952	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee
ENNIS J BISBANO
DIRECTOR	2.00	X	0	0	0
GERALD RENIRIE
DIRECTOR	0.50	X	0	0	0
GERALD WILKINS
PRESIDENT	0.50	X	0	0	0
JAMES WILLSEY
DIRECTOR	0.50	X	0	0	0
JOAN M TIRINO
DIRECTOR	0.50	X	0	0	0
MICHAEL F PARMELEE
DIRECTOR	0.50	X	0	0	0
PHILIP J TIRINO
DIRECTOR	0.50	X	0	0	0
THOMAS S OSBORNE
DIRECTOR	0.50	X	0	0	0
DAVID A NIMS
SECRETARY	8.00		0	0	0	X
FRED P CAPITELLI
VICE PRESIDENT	2.00		0	0	0	X
JOHN A JOHNSON
DIRECTOR	5.00		0	0	0	X
CHRISTINE W FITZGERALD
TREASURER	2.00		4200	0	0		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	4200	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Membership Dues	13693	MembershipDues
Government Grants	1676	GovernmentGrants
All Other Contributions	200000	AllOtherContributions
Total Contributions	215369	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	JAZZ CONCERT INCOME	Description
Business Code	711130	BusinessCode
Total Revenue Column	8391	TotalRevenueColumn
Related Or Exempt Function Income	8391	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	8391	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	6097	TotalRevenueColumn
Unrelated Business Revenue	6097	UnrelatedBusinessRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	229857	TotalRevenueColumn
Related Or Exempt Function Income	8391	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	6097	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	2900	Total
Program Services	2900	ProgramServices

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	3850	Total
Management And General	3850	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	300	Total
Management And General	300	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	3314	Total
Program Services	3314	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	6838	Total
Program Services	6838	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	30	Total
Management And General	30	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1093	Total
Program Services	1093	ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
MUSICIANS AND ASSISTANCE	22205	22205
WEB HOSTING	788	788
POSTAGE AND DELIVERY	172	172
PRINTING AND REPRODUCTION	2245	2245

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	1653	Total
Program Services	1653	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	45388	Total
Program Services	41208	ProgramServices
Management And General	4180	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	4421	BOY
EOY	5398	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	171442	BOY
EOY	354434	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	500	LandBuildingsEquipmentBasis

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
EOY	500	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	175863	BOY
EOY	360332	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	175863	BOY
EOY	360332	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	175863	BOY
EOY	360332	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	175863	BOY
EOY	360332	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	184469	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4263	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	30085	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	62327	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	15627	CurrentTaxYearMinus1Year
Current Tax Year	215369	CurrentTaxYear
Total	327671	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6435	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	6583	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	9936	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	10129	CurrentTaxYearMinus1Year
Current Tax Year	8391	CurrentTaxYear
Total	41474	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	10698	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	36668	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	72263	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	25756	CurrentTaxYearMinus1Year
Current Tax Year	223760	CurrentTaxYear
Total	369145	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1435	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1583	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	46702	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1185	CurrentTaxYearMinus1Year
Total	50905	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1435	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1583	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	46702	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1185	CurrentTaxYearMinus1Year
Total	50905	Total

Field	Value	IRS element (for citing)
Public Support Total509	318240	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6922	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	5579	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3226	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3427	CurrentTaxYearMinus1Year
Current Tax Year	1645	CurrentTaxYear
Total	20799	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6922	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	5579	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3226	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3427	CurrentTaxYearMinus1Year
Current Tax Year	1645	CurrentTaxYear
Total	20799	Total

Net Income From Other UBI NetIncomeFromOtherUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	67	CurrentTaxYearMinus1Year
Total	67	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	17620	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	42247	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	75489	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	29250	CurrentTaxYearMinus1Year
Current Tax Year	225405	CurrentTaxYear
Total	390011	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.81600	PublicSupportPercentage509
Prior Year Support Percentage	0.66820	PriorYearSupportPercentage
Investment Income Percentage	0.05330	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.10910	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	500	OtherCostOrOtherBasis
Book Value	500	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	500	TotalOfBookValueLandBuildings

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifier	ExplanationExplanation
01. Form 990 governing body review (Part VI, line 11)	BOARD REVIEWS FORM 990 BEFORE IT IS FILED
02. Governing documents, etc, available to public (Part VI, line 19)	DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST