JAZZ FOUNDATION OF AMERICA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAZZ FOUNDATION OF AMERICA INC (EIN 13-3631523)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-13
- IRS object ID
- 202501339349304790
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T10:35:45-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261726741 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WatsonRice LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 West 34th Street 7006 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133631523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jazz Foundation of America Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAZZ | BusinessNameControlTxt |
| Phone | 2122453999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 247 West 37th Street No 201 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph Petrucelli | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2025-05-13 | 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 | Baruti Bediako CPA | PreparerPersonNm |
| PTIN | P00740658 | PTIN |
| Phone | 2124477300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Joseph Petrucelli | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 247 West 37th Street No 201 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $54,118,426 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JAZZFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | The Jazz Foundation of America is a nonprofit that assists jazz and blue musicians by providing emergency assistance and creating work opportunities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 41 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,723,170 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,759,467 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$832,393 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,299,625 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$925,110 | PYOtherRevenueAmt |
| CY Other Revenue | -$899,907 | CYOtherRevenueAmt |
| PY Total Revenue | $965,667 | PYTotalRevenueAmt |
| CY Total Revenue | $39,159,185 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $572,761 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $487,197 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,430,315 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,822,190 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $317,928 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,706,363 | PYOtherExpensesAmt |
| CY Other Expenses | $1,522,347 | CYOtherExpensesAmt |
| PY Total Expenses | $3,709,439 | PYTotalExpensesAmt |
| CY Total Expenses | $3,831,734 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,743,772 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $35,327,451 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,288,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,589,739 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $381,723 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $219,073 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,906,304 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $72,370,666 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Jazz Foundation of America is a nonprofit that assists jazz and blue musicians by providing emergency assistance and creating work opportunities. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,178,841 | ExpenseAmt |
| Grant | $487,197 | GrantAmt |
| Desc | Musicians' Emergency Fund/Housing and Emergency Assistance: Preventing homelessness and evictions for musicians in need and assisting with rent, mortgages, transportation, utilities and other essential living expenses. Most musicians have no savings, they rarely get paid properly, and they live gig to gig. For example, if someone can't work because they've had an accident and are now behind in their rent, we pay their rent and/or utilities to keep them from eviction. We also make sure there is enough food on the table and even go to the hospital with them for treatment if they are alone. In other crisis situations, we are needed to repair or replace instruments so that musicians can keep working. Whatever the situation calls for, we address the need through compassion and counseling from our social work team. JFA looks at the whole person and sees the long- and short-term challenges. This can include making home visits to an elderly person who is alone and even connecting them with younger musicians they can mentor who check in and help care for them. We also make calls after business hours to let them know they are not forgotten. Sometimes we uncover the root of someone's depression or help reconnect them with estranged family members. Every case is special and needs more than what it first presents. Whatever the situation, we heal it as best we can with love, a helping hand, and some creativity. JFA assisted in 1,180 unique cases through the Musicians' Emergency Fund in 2024. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $985,117 | ExpenseAmt |
| Desc | Jazz and Blues in the Schools/Creating Employment: Dignified work that keeps the music alive. Most often, the best way to help blues, jazz, and roots musicians in crisis is to keep them working. Musicians who used to play six nights a week now have few or no options. The Jazz and Blues in the Schools program continues to be a vital source of income and optimism for our legendary elders. JITS serves multiple purposes: 1) providing dignified work for artists to continue doing what they love most; 2) presenting live music to underserved audiences at a variety of community venues and creating access to enrichment and entertainment; and preserving the legacy of jazz and blues through concerts by veteran audiences reaching new listeners. Many of the thousands of young attending their concerts have never heard live music. By sharing this music at schools that otherwise have limited access to arts and enrichment, we can help to build future audiences. In a digital world, this interaction provides the opportunity to learn how music is actually made. Through Jazz and Blues in the Schools, musicians feel alive with purpose, sharing their life stories with hundreds of new fans and passing on valuable lessons about the history and practice of blues, jazz, and roots music. JFA created 1,927 paid work opportunities for musicians in need through the Jazz and Blues in the Schools Program in 2024. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $423,587 | ExpenseAmt |
| Desc | The Gig Fund /Provide Jazz and Blues Music Free to the Public. The Gig Fund produces free, pop-up performances for underserved audiences. The shows take place in public spaces as opposed to traditional and costly venues, and engage new audiences who would not otherwise have the chance to hear these accomplished players. Our dream is for this program to return us to the days when a band would just start playing during lunch hour or after-work, and people would gather to listen, dance, and sing, and there would be this shared experience, reminding us that We Are All In This Together. In 2024 the JFA provide 530 work opportunities for musicians through the Gig Fund Program. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $35,378 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,622,923 | 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 | Yes (true) | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 | Yes (true) | 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 | 402 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18 | 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 | Yes (true) | 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 | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daryl Dunbar | PersonNm |
| Phone | 2122453999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 247 West 37th Street No 201 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Joseph Petrucelli | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $180,280 | $0 | $16,480 | |
| Daryl Dunbar | |||||||
| CFO | 40.00 | 0.00 | Yes (X) | $147,855 | $0 | $15,831 | |
| Wendy Oxenhorn | |||||||
| Vice Chair | 10.00 | 0.00 | Yes (X) | $138,006 | $0 | $17,496 | Yes (X) |
| Steve Jordan | |||||||
| Board/Music Dir | 15.00 | 0.00 | $149,400 | $0 | $0 | Yes (X) | |
| Bridget Sullivan | |||||||
| Director of Dev. | 40.00 | 0.00 | $114,290 | $0 | $15,160 | ||
| Jarret Lilien | |||||||
| Chairman | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Dr Daveed Frazier | |||||||
| President | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Michael Devins | |||||||
| Treasurer | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Richard Parsons | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Bonin Bough | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| William Douglass III | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Dr Frank Forte | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Ben Giordiano | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Danny Glover | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Casey Lipscomb | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Peter Low | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Scott McCartney | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Geoffrey Menin | |||||||
| Board Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michael Novogratz | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Robert Opartny | |||||||
| Board Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Casey Patterson | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michael Pietrowicz | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Dakota Pippins | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Lee Richards | |||||||
| Board Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Marc Roth | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Abigail Scheuer | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Stephen Siegel | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Marlisa Vinciguerra | |||||||
| Board Member | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Bill Wurtzel | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sandy Jordan | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Hank O'Neal | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jimmy Owens | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $729,831 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $64,967 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Great Performances | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2417 3rd Avenue Suite 300 | AddressLine1Txt |
| City | Bronx | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Event Catering | ServicesDesc |
| Compensation | $102,007 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,265,317 | FundraisingAmt |
| Government Grants | $150,225 | GovernmentGrantsAmt |
| All Other Contributions | $35,343,925 | AllOtherContributionsAmt |
| Noncash Contributions | $58,761 | NoncashContributionsAmt |
| Total Contributions | $36,759,467 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $535,903 | TotalRevenueColumnAmt |
| Exclusion | $535,903 | ExclusionAmt |
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 |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,663,467 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,899,745 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,763,722 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,763,722 | TotalRevenueColumnAmt |
| Exclusion | $2,763,722 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $107,589 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,265,317 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,059,496 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$951,907 | TotalRevenueColumnAmt |
| Exclusion | -$942,190 | ExclusionAmt |
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 |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $52,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $52,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,159,185 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,000 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,357,435 | ExclusionAmt |
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 | $487,197 | TotalAmt |
| Program Services | $487,197 | ProgramServicesAmt |
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 | $366,347 | TotalAmt |
| Program Services | $256,443 | ProgramServicesAmt |
| Management And General | $54,952 | ManagementAndGeneralAmt |
| Fundraising | $54,952 | 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 | $1,169,436 | TotalAmt |
| Program Services | $851,846 | ProgramServicesAmt |
| Management And General | $158,795 | ManagementAndGeneralAmt |
| Fundraising | $158,795 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,526 | TotalAmt |
| Program Services | $24,868 | ProgramServicesAmt |
| Management And General | $5,329 | ManagementAndGeneralAmt |
| Fundraising | $5,329 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,990 | TotalAmt |
| Program Services | $94,968 | ProgramServicesAmt |
| Management And General | $17,511 | ManagementAndGeneralAmt |
| Fundraising | $17,511 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,891 | TotalAmt |
| Program Services | $87,041 | ProgramServicesAmt |
| Management And General | $16,925 | ManagementAndGeneralAmt |
| Fundraising | $16,925 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Fundraising | $60,000 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400 | TotalAmt |
| Management And General | $1,400 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,957 | TotalAmt |
| Management And General | $40,957 | ManagementAndGeneralAmt |
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 | $255,877 | TotalAmt |
| Management And General | $255,877 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,823 | TotalAmt |
| Management And General | $23,823 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,419 | TotalAmt |
| Management And General | $107,419 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,139 | TotalAmt |
| Program Services | $35,349 | ProgramServicesAmt |
| Management And General | $57,790 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,405 | TotalAmt |
| Program Services | $847 | ProgramServicesAmt |
| Management And General | $13,558 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,190 | TotalAmt |
| Management And General | $68,190 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,116 | TotalAmt |
| Program Services | $61,035 | ProgramServicesAmt |
| Management And General | $8,272 | ManagementAndGeneralAmt |
| Fundraising | $809 | 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 | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,514 | TotalAmt |
| Management And General | $9,514 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,911 | TotalAmt |
| Program Services | $19,697 | ProgramServicesAmt |
| Management And General | $1,607 | ManagementAndGeneralAmt |
| Fundraising | $1,607 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Performance fees | $647,788 | $647,788 | |
| Other costs | $50,846 | $24,212 | $26,634 |
| Production | $31,632 | $31,632 | |
| Cleaning and maintenance | $12,330 | $12,330 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,831,734 | TotalAmt |
| Program Services | $2,622,923 | ProgramServicesAmt |
| Management And General | $890,883 | ManagementAndGeneralAmt |
| Fundraising | $317,928 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,744,334 | BOYAmt |
| EOY | $997,482 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $68,515 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,736 | BOYAmt |
| EOY | $9,986,049 | 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 | $9,766 | BOYAmt |
| EOY | $2,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $304,250 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $91,034 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,010 | BOYAmt |
| EOY | $213,216 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,482,227 | BOYAmt |
| EOY | $6,847,356 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,371,865 | BOYAmt |
| EOY | $40,075,228 | 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 | $221,089 | BOYAmt |
| EOY | $14,399,118 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,288,027 | BOYAmt |
| EOY | $72,589,739 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,903 | BOYAmt |
| EOY | $49,402 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,820 | BOYAmt |
| EOY | $169,671 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,723 | BOYAmt |
| EOY | $219,073 | 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 | $3,179,982 | BOYAmt |
| EOY | $3,276,628 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,726,322 | BOYAmt |
| EOY | $69,094,038 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,906,304 | BOYAmt |
| EOY | $72,370,666 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,288,027 | BOYAmt |
| EOY | $72,589,739 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $35,327,451 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,136,911 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $24,180,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,211,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,432,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,723,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,759,467 | CurrentTaxYearAmt |
| Total | $70,307,923 | 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 | $24,180,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,211,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,432,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,723,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,759,467 | CurrentTaxYearAmt |
| Total | $70,307,923 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $51,103,263 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,204,660 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $669,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,673,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $690,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $535,903 | CurrentTaxYearAmt |
| Total | $3,665,138 | 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 | $453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $3,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,000 | CurrentTaxYearAmt |
| Total | $55,899 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $74,028,960 | TotalSupportAmt |
| Public Support CY170 | 0.25940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
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 | $31,371,866 | BeginningYearBalanceAmt |
| Contributions | $20,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,995,654 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $965,582 | OtherExpendituresAmt |
| Administrative Expenses | $239,518 | AdministrativeExpensesAmt |
| End Year Balance | $54,162,420 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,961,477 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,694,389 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,284,000 | OtherExpendituresAmt |
| End Year Balance | $31,371,866 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,439,512 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$5,337,360 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,140,675 | OtherExpendituresAmt |
| End Year Balance | $28,961,477 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,356,376 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,570,776 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,487,640 | OtherExpendituresAmt |
| End Year Balance | $35,439,512 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,410,524 | BeginningYearBalanceAmt |
| Contributions | $20,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $507,466 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $561,614 | OtherExpendituresAmt |
| End Year Balance | $30,356,376 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $230,619 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,456 | DepreciationAmt |
| Book Value | $204,163 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,631 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,578 | DepreciationAmt |
| Book Value | $9,053 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $213,216 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $40,075,228 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Endowment fund receivable | $14,227,725 |
| Other Receivables | |
| Rent Security Deposit | $6,000 |
| Right-of-use asset | $165,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,399,118 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease Liability | Desc |
| Amt | $169,671 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $169,671 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,785,875 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,136,911 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $686,160 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,059,496 | OtherRevenueAmt |
| Revenue Not Reported | $3,882,567 | RevenueNotReportedAmt |
| Revenue Subtotal | $38,903,308 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $255,877 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $255,877 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $39,159,185 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,321,513 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $686,160 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,059,496 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,745,656 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,575,857 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $255,877 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $255,877 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,831,734 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | BEGINING ON JANUARY 1, 2019, AND EACH TAXABLE YEAR THEREAFTER, 4% OF THE FAIR MARKET VALUE OF THE PRINCIPAL OF THE ENDOWMENT FUND ON THE FIRST BUSINESS DAY, SHALL BE EXPENDED IN EQUAL QUARTERLY INSTALLMENTS TO SUPPORT THE JAZZ FOUNDATION OF AMERICA'S CHARITABLE PURPOSES AND PROGRAMS. |
| Part X : FIN48 Footnote | Generally accepted accounting principles provide guidance for how uncertain tax positions should be recognized, measured, presented, and disclosed in the financial statements, and require the evaluation of tax positions taken or expected to be taken to determine whether the tax positions would more-likely-than-not be sustained by the Foundation upon examination by the applicable taxing authority. Management is not aware of any violation of its tax status as an organization exempt from income taxes or of any exposure to unrelated business income taxes. The Foundations tax returns remain subject to examination by the taxing authorities, for three years after they have been filed. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Event Expenses Netted against Income $1059496 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Event Expenses Netted against Income $1059496 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dinner, Concert & After Party | Event1Nm |
| Gross Receipts Event1 | $1,371,906 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,265,317 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $106,589 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $139,519 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $168,563 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $77,871 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $602,489 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,371,906 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,265,317 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $106,589 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $139,519 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $168,563 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $77,871 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $602,489 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $988,442 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$881,853 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Assistance to Jazz/Blues Musicians | GrantTypeTxt |
| Recipient | 629 | RecipientCnt |
| Cash Grant | $487,197 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| Daryl Dunbar | ||||
| CFO | $147,855 | $2,957 | $12,874 | $163,686 |
| Joseph Petrucelli | ||||
| Executive Dir. | $180,280 | $3,606 | $12,874 | $196,760 |
| Wendy Oxenhorn | ||||
| Vice Chair | $138,006 | $17,496 | $155,502 | |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $58,761 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 | The Jazz Legacies Fellowship is a new program that will support 50 seasoned and accomplished jazz artists aged 62 years and older over a five-year period starting in 2025, with the startup phase beginning in 2024. The fellowship honors each recipient with a lifetime achievement award and an unrestricted grant of $100,000. Recipients will also be provided with resources for tailored professional and personal support, including recording and performance opportunities, production assistance, legal and financial counsel and more. |
| Form 990, Part III, Line 4d | OTHER PROGRAM SERVICES 4: Pro Bono Services: Referrals for medical, legal, and other assistance. Since 1994, JFA has provided a pro bono network for uninsured musicians in crisis due to health issues. Dizzy Gillespie was a patient at Englewood Hospital in New Jersey many times before his passing in early 1993 from pancreatic cancer. Dizzy expressed two wishes to his family in his last days: to support the greatest passion in his lifejazz and jazz musiciansand to have a memorial in his name at his hospital, Englewood Hospital and Medical Center. The Dizzy Gillespie Memorial Fund helps underwrite the costs of hospitalization, diagnostic tests, and a full range of surgical and medical care for jazz musicians who are uninsured and without the ability to pay. Additionally, we have established a network of dentists and oral surgeons who either donate their services completely free or at deeply discounted rates. Pro bono legal services at the JFA include referrals to volunteer lawyers who provide assistance with housing, contract, royalty, estate, and other issues. JFA also works with other relief organizations and musicians' assistance organizations to secure additional and in-kind support for JFA clients. In 2024, JFA made medical, dental, and legal referrals in 23 cases and combined its efforts with other organizations in 635 cases. OTHER PROGRAM SERVICES 5: Jazz Legacies Fellowship is a new program that will support 50 seasoned and accomplished jazz artists aged 62 years and older over a five-year period in 2025, with the startup phase beginning in 2024. The fellowship honors each recipient with a lifetime achievement award and an unrestricted grant of $100,000. Recipients will also be provided with resources for tailored professional and personal support, including recording and performance opportunities, production assistance, legal and financial counsel and more. OTHER PROGRAM SERVICES 6: The Gig Fund /Provide Jazz and Blues Music Free to the Public. The Gig Fund produces free, pop-up performances for underserved audiences. The shows take place in public spaces as opposed to traditional and costly venues, and engage new audiences who would not otherwise have the chance to hear these accomplished players. Our dream is for this program to return us to the days when a band would just start playing during lunch hour or after-work, and people would gather to listen, dance, and sing, and there would be this shared experience, reminding us that We Are All In This Together. In 2024 the JFA provide 530 work opportunities for musicians through the Gig Fund Program. |
| Form 990, Part VI, Section B, Line 11b | CERTAIN MEMBERS OF THE BOARD RECEIVE AND REVIEW A COPY OF THE TAX RETURN BEFORE IT IS FINALIZED. |
| Form 990, Part VI, Section B, Line 12c | THE EXECUTIVE DIRECTOR MAINTAINS THE CONFLICT-OF-INTEREST DISCLOSURE FORMS, WHICH ARE SIGNED ANNUALLY BY EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH THE GOVERNING BOARD. IF THERE IS A POSSIBLE CONFLICT, THE BOARD MEMBERS, NOT INCLUDING ANY MEMBER THAT HAS A CONFLICT OF INTEREST, REVIEW THE FACTS TO DETERMINE IF AN ACTUAL CONFLICT OF INTEREST EXISTS AND WHAT CORRECTIVE ACTION SHALL BE TAKEN. |
| Form 990, Part VI, Section B, Line 15a | The Executive Committee (Chairman, President, and Treasurer) determines the compensation of the Executive Director and top managemant. They look at comparable salary data from other nonprofits in the NYC area from the annual compensation report from the New York NonProfit. |
| Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| Pro Bono Services: | Referrals for medical, legal, and other assistance. Since 1994, JFA has provided a pro bono network for uninsured musicians in crisis due to health issues. Dizzy Gillespie was a patient at Englewood Hospital in New Jersey many times before his passing in early 1993 from pancreatic cancer. Dizzy expressed two wishes to his family in his last days: to support the greatest passion in his lifejazz and jazz musiciansand to have a memorial in his name at his hospital, Englewood Hospital and Medical Center. The Dizzy Gillespie Memorial Fund helps underwrite the costs of hospitalization, diagnostic tests, and a full range of surgical and medical care for jazz musicians who are uninsured and without the ability to pay. Additionally, we have established a network of dentists and oral surgeons who either donate their services completely free or at deeply discounted rates. Pro bono legal services at the JFA include referrals to volunteer lawyers who provide assistance with housing, contract, royalty, estate, and other issues. JFA also works with other relief organizations and musicians' assistance organizations to secure additional and in-kind support for JFA clients. In 2022, JFA made medical, dental, and legal referrals in 12 cases and combined its efforts with other organizations in 235 cases. The Pro Bono services totaled $714,955 for the this fiscal year. |
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