2018-05-10T14:54:01-05:00 2017-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2016-07-01 942990335 SAN FRANCISCO JAZZ ORGANIZATION SANF 4153985655 201 FRANKLIN STREET SAN FRANCISCO CA 94102 DONALD W DERHEIM CHIEF EXECUTIVE OFFICER 4153985655 2018-05-08 1 MAGA E KISRIEV P01008919 4157810793 2016 2022-09-23 18:48:47Z DONALD W DERHEIM 201 FRANKLIN STREET SAN FRANCISCO CA 94102 19500487 0 X WWW.SFJAZZ.ORG X 1983 CA TO PROMOTE THE GROWTH AND EVOLUTION OF JAZZ MUSIC IN THE SAN FRANCISCO BAY AREA. 36 34 153 162 57351 0 5234662 8188735 9224439 9272802 800 -246 -37543 -226040 14422358 17235251 8600 10550 0 0 5549323 6035439 0 0 1918999 10167595 10878593 15725518 16924582 -1303160 310669 70848217 70911998 59284042 59037154 11564175 11874844 X THE SAN FRANCISCO JAZZ ORGANIZATION (THE ORGANIZATION) IS A RECOGNIZED INTERNATIONAL LEADER IN JAZZ CREATION, PRESENTATION, AND EDUCATION. THE ORGANIZATION EXPLORES THE FULL SPECTRUM OF JAZZ, FROM THE MUSIC'S ORIGINS IN THE AFRICAN AMERICAN COMMUNITY TO ITS DIVERSE PRESENT-DAY EXPRESSIONS AROUND THE WORLD. AS A NON-PROFIT ORGANIZATION, SFJAZZ WORKS TO DEVELOP THE AUDIENCE FOR JAZZ IN THE SAN FRANCISCO BAY AREA AND BEYOND. THE ORGANIZATION CELEBRATES JAZZ AS A LIVING ART FORM, BUILT ON A CONSTANTLY EVOLVING TRADITION. 0 0 10779178 0 6965407 MAIN EVENTS: AS ONE OF THE LARGEST PERFORMING ARTS ORGANIZATION IN THE SAN FRANCISCO BAY AREA, SFJAZZ IS COMMITTED TO PRESENTING PERFORMANCES THAT INSPIRE MUSIC LOVERS. ALL SFJAZZ PROGRAMS REFLECT A SPIRIT OF ARTISTIC EXPLORATION, EMBRACING THE FULL BREADTH OF JAZZ AND ITS RELATED MUSIC; EMPHASIZE THEMATIC PROGRAMMING, WITH TRIBUTES TO JAZZ MASTERS AND CELEBRATIONS OF PARTICULAR MUSICAL INSTRUMENTS, TRENDS OR STYLES; AND STRIVE TO INSTILL ENTHUSIASM FOR JAZZ AMONG WIDER AUDIENCES.HAILED BY THE LONDON OBSERVER AS "THE BEST JAZZ FESTIVAL IN THE WORLD," THE SAN FRANCISCO JAZZ FESTIVAL IS A CELEBRATION OF TODAY'S BEST MUSIC. EVERY SUMMER THE FESTIVAL PRESENTS A PHENOMENAL ARRAY OF JAZZ CONCERTS, FROM THE CLASSIC TO THE AVANT-GARDE, GATHERING THE LEGENDS OF TODAY AND THE RISING STARS OF TOMORROW.ORIGINALLY THE SAN FRANCISCO JAZZ FESTIVAL WAS A SMALL-SCALE EVENT KNOWN MOSTLY IN THE LOCAL COMMUNITY, THE ORGANIZATION HAS RISEN TO NATIONAL AND INTERNATIONAL PROMINENCE. FOLLOWING ON THE HEELS OF A SUCCESSFUL EXPANSION IN THE FALL FESTIVAL AND SPRING SEASONS, SFJAZZ LAUNCHED IN 2008, THE WORLD IS LISTENING: CAMPAIGN FOR THE SFJAZZ CENTER. INSPIRED BY AN ANONYMOUS GIFT OF $20 MILLION, THE LARGEST EVER GIVEN TO A JAZZ ORGANIZATION, SFJAZZ CENTER OPENED IN SAN FRANCISCO ON JANUARY 21, 2013. AS THE FIRST CONCERT HALL OF ITS TYPE IN THE WESTERN U.S. BUILT BOTH FOR JAZZ PERFORMANCE AND EDUCATION, THE NEW SFJAZZ CENTER REPRESENTS A MILESTONE FOR THIS AUTHENTIC AMERICAN ART FORM. 990027 0 141638 EDUCATION: THE ORGANIZATION ALSO SPONSORS YEAR-ROUND EDUCATION PROGRAMS FOR YOUTH AND ADULTS AIMED AT BUILDING THE AUDIENCE FOR JAZZ AND DEEPENING THEIR UNDERSTANDING OF JAZZ MUSIC.SFJAZZ EDUCATION PROGRAMS FOR YOUTH ARE THE FOLLOWING:JAZZ IN THE MIDDLE - THROUGHOUT THE ACADEMIC YEAR, SFJAZZ PROVIDES CURRICULUM-BASED RESIDENCIES, LINKING JAZZ AND ACADEMIC SUBJECTS IN THE CLASSROOM. OFFERED FREE OF CHARGE TO SFUSD MIDDLE SCHOOLS, THE PROGRAM FOSTERS THE CONNECTIONS BETWEEN CLASSROOM CURRICULA AND THE ARTS. THE GOAL OF JAZZ IN THE MIDDLE IS TO BUILD LITERACY SKILLS THROUGH UNDERSTANDING OF THE HISTORICAL CONTEXT AND CULTURAL DIMENSIONS OF MUSIC, WITH STUDENTS RESPONDING CREATIVELY TO ELEMENTS OF MUSIC AND APPLYING WHAT THEY LEARN TO WRITING AND OTHER SUBJECTS.SFJAZZ HIGH SCHOOL ALL-STARS - THROUGHOUT THE ACADEMIC YEAR, SFJAZZ PROVIDES ADVANCED JAZZ TRAINING AND PERFORMANCE OPPORTUNITIES FOR TALENTED YOUNG MUSICIANS IN BOTH BIG BAND AND SMALL ENSEMBLE FORMATS, SELECTED ANNUALLY BY COMPETITIVE AUDITION (FREE TO PARTICIPANTS).MEET THE MASTERS - A SERIES OF WORKSHOPS, SCHOOL ASSEMBLIES, OPEN REHEARSALS, SALONS, MASTER CLASSES, MENTORING SESSIONS, COMMUNITY EVENTS AND INTERACTIVE PERFORMANCES BY JAZZ MASTERS, BRING WORLD-CLASS JAZZ ARTISTS.DISCOVER JAZZ HISTORY AND APPRECIATION CLASSES:DISCOVER JAZZ DIVES INTO THE COLORFUL MYTHOLOGY AND HISTORY OF JAZZ, SWINGING RIGHT INTO THE MUSIC'S KEY FIGURES, RECORDINGS, FORMS, AND IDEAS. EACH CLASS HITS UPON ESSENTIAL CONCEPTS THAT, WHEN TAKEN AS A COMPLETE SERIES, GIVE ANY FAN THE ABILITY TO HEAR BETWEEN THE LINES OF GREAT JAZZ PERFORMANCES. IN ADDITION TO THE CLASS CONTENT, THERE WILL BE INTERACTIVE LIVE JAZZ PERFORMANCES, GIVING PARTICIPANTS IMMEDIATE ACCESS TO THE PROCESS AND PRACTICE OF THE JAZZ MUSICIAN.SFJAZZ ADULT AND FAMILY EDUCATION PROGRAMS ARE THE FOLLOWING:DISCOVER JAZZ - WEEKLY EVENING MUSIC APPRECIATION CLASSES FOR ADULTS, OFFERING ENTERTAINING AND INFORMATIVE INSIGHTS INTO JAZZ MUSIC, HISTORY AND CULTURE; PRESENTED IN ASSOCIATION WITH THE JEWISH COMMUNITY CENTER OF SAN FRANCISCO.PRE-CONCERT TALKS - ENLIGHTENING FREE PRE-SHOW DISCUSSIONS FROM THE STAGE IN WHICH JAZZ ARTISTS, SCHOLARS, AND INDUSTRY PROFESSIONALS OFFER INSIGHTS TO ENHANCE AUDIENCE APPRECIATION OF SELECTED CONCERTS AND FILMS.JAZZ LISTENING PARTIES - FREE TO SFJAZZ MEMBERS, THESE POPULAR EVENTS HOSTED BY LEADING JAZZ ARTISTS FEATURE RELAXED DISCUSSION AND GUIDED LISTENING TO RECORDED WORKS.FAMILY MATINEE CONCERTS - CREATED WITH FAMILIES IN MIND, THIS SERIES SHOWCASES LEADING MUSICIANS IN REDUCED-PRICE, HOUR-LONG, AFTERNOON CONCERTS, COMBINING WORLD-CLASS ARTISTRY WITH INTERACTIVE DISCUSSION AND AUDIENCE PARTICIPATION. 1456183 0 407963 SF JAZZ COLLECTIVE: THE SFJAZZ COLLECTIVE IS AN ALL-STAR JAZZ ENSEMBLE COMPRISING EIGHT OF THE FINEST PERFORMER/COMPOSERS AT WORK IN JAZZ TODAY. LAUNCHED IN 2004 BY SFJAZZ WITH INVALUABLE START-UP FUNDING FROM THE JAMES IRVINE FOUNDATION, THE COLLECTIVE HAS QUICKLY BECOME ONE OF THE MOST EXCITING AND ACCLAIMED GROUPS ON THE AMERICAN AND INTERNATIONAL JAZZ SCENES. AS THE NEW YORK TIMES HAILED THE COLLECTIVE UPON ITS DEBUT: "A SERIOUS JAZZ BAND RISES IN SAN FRANCISCO."IN ADDITION TO ITS OUTSTANDING LINE-UP, THE SFJAZZ COLLECTIVE HAS BEEN PRAISED FOR ITS INNOVATIVE APPROACH TO REPERTOIRE. EACH YEAR, THE ENSEMBLE PERFORMS AN ENTIRELY NEW LIST OF WORKS, CONSISTING OF COMPOSITIONS BY A MODERN JAZZ MASTER AND NEW PIECES BY THE COLLECTIVE MEMBERS (COMMISSIONED BY SFJAZZ). THROUGH THIS PIONEERING APPROACH, SIMULTANEOUSLY HONORING JAZZ'S RECENT HISTORY WHILE CHAMPIONING THE MUSIC'S UP-TO-THE-MINUTE DIRECTIONS, THE COLLECTIVE EMBODIES SFJAZZ'S ORGANIZATIONAL COMMITMENT TO JAZZ AS A LIVING, EVER-CHANGING, AND EVER-RELEVANT ART FORM.TO CULTIVATE ITS DISTINCTIVE SOUND, THE SFJAZZ COLLECTIVE CONVENES IN SAN FRANCISCO EACH YEAR FOR A MULTI-WEEK RESIDENCY. THROUGHOUT THIS EXTENDED REHEARSAL PERIOD-A RARITY IN TODAY'S JAZZ-THE OCTET WORKSHOPS THE SEASON'S NEW REPERTOIRE AND INTERACTS WITH THE BAY AREA COMMUNITY THROUGH SFJAZZ'S EDUCATION PROGRAMS FOR YOUTH AND ADULTS. THE COLLECTIVE THEN TAKES TO THE PERFORMANCE STAGE, INCLUDING HOME SEASON CONCERTS UNDER THE AUSPICES OF THE SFJAZZ SPRING SEASON AND A NATIONAL AND INTERNATIONAL TOUR, WITH STOPS IN A NUMBER OF THE WORLD'S MOST PROMINENT CONCERT HALLS. 327404 10550 1799617 SFJAZZ SUMMERFEST IS THE ORGANIZATION'S ANNUAL SERIES OF FREE OUTDOOR CONCERTS, FEATURING EVENTS FROM JULY THROUGH SEPTEMBER. LOCATIONS INCLUDE LEVI'S PLAZA, STANFORD SHOPPING CENTER. SFJAZZ FREE OUTDOORS SHOWCASES LOCAL MUSICIANS IN NOON-TIME OR LATE AFTERNOON CONCERTS ALL FREE AND OPEN TO THE PUBLIC, DISPLAYING A WIDE ARRAY OF STYLES, FROM STRAIGHT-AHEAD JAZZ, TO LATIN RHYTHMS, SWING, BLUES, AND VOCALS. 327404 10550 1799617 13552792 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 303 0 1 153 1 1 1 0 0 0 0 1 1 0 0 0 0 X 36 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KAREN CHRESTON 4153980341 201 FRANKLIN STREET SAN FRANCISCO CA 94102 X MICHAEL MAUZE CHAIR 1.00 0.00 X X 0 0 0 TONY HARRIS VICE CHAIRMAN 1.00 0.00 X X 0 0 0 BRIAN HOLLINS TREASURER 1.00 1.00 X X 0 0 0 TIM STULTZ SECRETARY 1.00 0.00 X X 0 0 0 MICHAEL BELL BOARD MEMBER 1.00 0.00 X 0 0 0 TERRY BERKEMEIER BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN BOTTI BOARD MEMBER 1.00 0.00 X 0 0 0 SAM BRITTON BOARD MEMBER 1.00 1.00 X 0 0 0 WILLIE BROWN BOARD MEMBER 1.00 0.00 X 0 0 0 CHARLES CHARNAS BOARD MEMBER 1.00 0.00 X 0 0 0 JACK CONTE BOARD MEMBER 1.00 0.00 X 0 0 0 BRUCE COZADD BOARD MEMBER 1.00 0.00 X 0 0 0 TIMOTHY DATTELS BOARD MEMBER 1.00 0.00 X 0 0 0 ANGELA DAVIS BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID DRUMMOND BOARD MEMBER 1.00 0.00 X 0 0 0 MARK DUBOVOY BOARD MEMBER 1.00 0.00 X 0 0 0 KATE DUHAMEL BOARD MEMBER 1.00 0.00 X 0 0 0 MARK EDMUNDS BOARD MEMBER 1.00 0.00 X 0 0 0 RISHI GARG BOARD MEMBER 1.00 0.00 X 0 0 0 DANIEL HANDLER BOARD MEMBER 1.00 0.00 X 0 0 0 WILLIAM HOLODNAK BOARD MEMBER 1.00 0.00 X 0 0 0 JIMMY HORMEL BOARD MEMBER 1.00 0.00 X 0 0 0 BANNUS HUDSON BOARD MEMBER 1.00 0.00 X 0 0 0 ZAKIR HUSSAIN BOARD MEMBER 1.00 0.00 X 13000 0 0 LAURENCE LASKY BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL LAZARUS BOARD MEMBER 1.00 0.00 X 0 0 0 DIVISH MAKAN BOARD MEMBER 1.00 0.00 X 0 0 0 LORING SAGAN BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN SANTOS BOARD MEMBER 1.00 1.00 X 15300 0 0 JOE SHERMAN BOARD MEMBER 1.00 0.00 X 0 0 0 DENISE SMITH BOARD MEMBER 1.00 0.00 X 0 0 0 GREG STERN BOARD MEMBER 1.00 0.00 X 0 0 0 JON STREETER BOARD MEMBER 1.00 0.00 X 0 0 0 SANJAY VASWANI BOARD MEMBER 1.00 0.00 X 0 0 0 DONALD W DERHEIM CHIEF EXECUTIVE OFFICER 50.00 1.00 X X 354500 0 21266 RANDALL KLINE EXECUTIVE ARTISTIC DIRECTOR 50.00 1.00 X X 303750 0 21547 KAREN CHRESTON DIRECTOR OF FINANCE 50.00 0.00 X 181408 0 7342 BARRETT SHAVER DIRECTOR OF DEVELOPMENT 50.00 0.00 X 132313 0 13163 LILLY SCHWARTZ ARTISTIC PRODUCER 50.00 0.00 X 117500 0 9705 MOUNT ALLEN DIRECTOR OF OPERATIONS 50.00 0.00 X 114620 0 252 1232391 0 73275 6 0 1 0 AMBIENT TOURS INC 9190 W OLYMPIC BLVD BEVERLY HILLS CA 90212 ARTISTS/EDUCATORS 270000 CYPRESS SECURITY LLC 452 TEHAMA STREET SAN FRANCISCO CA 94103 SECURITY 244979 MOGO MARKETING & MEDIA LLC 21 TAMAL VISTA BLVD CORTE MADERA CA 94925 MARKETING 242660 COLUMBIA ARTISTS MUSIC LLC 1719 BROADWAY 16TH FL NEW YORK NY 10019 ARTISTS/EDUCATORS 191483 BUILDING & FACILITIES SERVICES 63 BOVET ROAD 334 SAN MATEO CA 94402 SANITATION 179919 9 3087365 1093351 1281176 236148 2490695 249922 8188735 EVENTS AND PROGRAMS 711130 9188998 9188998 CORPORATE SPONSORSHIPS 900099 83804 83804 9272802 5371 5371 800 800 1269836 153930 1015413 154310 254423 -380 254043 45717 208326 363876 369493 -5617 -5617 -5617 80200 1093351 689096 -608896 -608896 111480 36924 74556 74556 MISCELLANEOUS INCOME 900099 41823 41823 SERVICES IN RELATION TO RENTAL IN 711130 11634 11634 53457 17235251 9230821 57351 -241656 X 10550 10550 1535140 978695 209973 346472 3665383 2876097 85242 704044 61464 47320 2687 11457 350232 269639 15312 65281 423220 325831 18503 78886 66495 3480 63015 57000 57000 4626457 4426702 63778 135977 782450 753114 5 29331 132573 112374 8037 12162 147725 90942 27624 29159 142726 142117 609 621280 543042 31295 46943 926120 908532 7013 10575 307442 307442 1295284 961827 247596 85861 78306 68334 3989 5983 EVENT RELATED EXPENSES 410353 271723 2413 136217 COMMUNICATIONS 375026 230456 27381 117189 CAMPAIGN & FACILITY EXP 241441 241441 EQUIPMENT RENTALS 188575 181094 1519 5962 479340 350923 31526 96891 16924582 13552792 1452791 1918999 2313267 1539905 1562548 2224708 549907 1790837 229659 109490 68337 65596 453111 355599 54590058 6600092 48591857 47989966 5162 250000 17074369 16585897 70848217 70911998 1010199 1071038 3043201 2769772 39685250 39685250 15545392 15511094 59284042 59037154 X 12088609 12426323 -524434 -551479 11564175 11874844 70848217 70911998 310669 0 X 0 1 X 1 0 X 14404920 9182637 8061799 5234662 8188735 45072753 4169827 5667102 6837433 9271386 9314625 35260373 18574747 14849739 14899232 14506048 17503360 80333126 1469858 1913254 3499633 704761 1261379 8848885 0 1469858 1913254 3499633 704761 1261379 8848885 71484241 8784 3438 2755 2717 6171 23865 8784 3438 2755 2717 6171 23865 1384336 1172527 1274138 116820 191680 4139501 19967867 16025704 16176125 14625585 17701211 84496492 0.84600 0.81980 0.00030 0.00060 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2012 AMOUNT: $ 1,325,405. 2013 AMOUNT: $ 1,078,795. 2014 AMOUNT: $ 1,128,500. 2015 AMOUNT: $ 20,170. 2016 AMOUNT: $ 80,200. GROSS SALES OF INVENTORY - 2012 AMOUNT: $ 58,931. 2013 AMOUNT: $ 93,732. 2014 AMOUNT: $ 103,488. 2015 AMOUNT: $ 96,650. 2016 AMOUNT: $ 111,480. GAMING - 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 42,150. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16042840 623981 1666507 687000 17646328 14565918 1740767 213655 477500 16042840 8969058 5762475 252142 417757 14565918 6291912 2000250 1009348 332452 8969058 6038007 568905 315000 6291912 0.36180 0.54430 0.09390 0 1 1 5896183 5896183 45616740 5088848 40527892 3073635 1508940 1564695 3500 2304 1196 47989966 RESTRICTED CASH - NEW MARKET 677898 RELATED PARTY RECEIVABLES 15628062 PLACEMENT FEES 279937 16585897 LINE OF CREDIT 242 INTERCOMPANY PAYABLES 15510852 15511094 X PART V, LINE 4: SFJAZZ'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS, ALL ESTABLISHED TO GENERATE GENERAL OPERATING SUPPORT TO THE ORGANIZATION. THE ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS AS WELL AS BOARD-DESIGNATED FUNDS TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: SFJAZZ ORGANIZATION AND THE FOUNDATION HAVE BEEN CLASSIFIED AS A PUBLICLY SUPPORTED, TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ARE EXEMPT FROM CALIFORNIA FRANCHISE TAXES UNDER REVENUE AND TAXATION CODE SECTION 23701D. SFJAZZ FOLLOWS THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY FASB ASC TOPIC 740. AS OF JUNE 30, 2017, MANAGEMENT EVALUATED SFJAZZ'S TAX POSITIONS AND CONCLUDED THAT SFJAZZ HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. SF JAZZ GALA 1173551 1093351 80200 117042 156402 111494 304158 1173551 1093351 80200 117042 156402 111494 304158 689096 -608896 1 TUITION DISCOUNTS 26 10550 PART I, LINE 2: SCHOLARSHIPS FOR A REDUCTION IN TUITION FEES FOR PARTICIPATION IN OUR HIGH SCHOOL ALL STAR AND MONDAY NIGHT BAND PROGRAMS ARE BASED ON NEED. EACH APPLICANT FILLS OUT A REQUEST FORM CONTAINING PERSONAL INFORMATION, FINANCIAL DETAILS, AND A NARRATIVE EXPLAINING THEIR CIRCUMSTANCES. THE REQUESTS ARE REVIEWED BY THE DIRECTOR OF EDUCATION. X X X X X 0 0 0 0 0 0 0 0 0 DONALD W DERHEIM CHIEF EXECUTIVE OFFICER 304500 0 50000 0 0 0 10600 0 10666 0 375766 0 0 0 RANDALL KLINE EXECUTIVE ARTISTIC DIRECTOR 253750 0 50000 0 0 0 10150 0 11397 0 325297 0 0 0 KAREN CHRESTON DIRECTOR OF FINANCE 160140 0 10000 0 11268 0 7072 0 270 0 188750 0 0 0 X 16 249922 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE ORGANIZATION USES AN UNRELATED THIRD PARTY, CHARITABLE ADULT RIDES & SERVICES, INC. (CARS), TO ADMINISTER ITS VEHICLE DONATION PROGRAM CARS ACCEPTS VEHICLE DONATIONS ON SFJAZZ'S BEHALF AND SENDS A LETTER TO THE DONOR ACKNOWLEDGING THE DONATION THE CHARITABLE DONATIONS ARE THEN RECEIVED AT SFJAZZ, NET OF THE SERVICE FEE. FORM 990, PART VI, SECTION B, LINE 11B HOOD & STRONG FORWARDED THE COMPLETED FORM 990 TO THE DIRECTOR OF FINANCE, WHO UPON REVIEW FORWARDED THE FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE DIRECTOR OF FINANCE, AND EITHER THE DIRECTOR OF FINANCE OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ITS TRUSTEES, CEO, OFFICERS AND ALL EMPLOYEES OF SF JAZZ ORGANIZATION. IT REQUIRES INDIVIDUALS TO DISCLOSE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE CEO EXISTENCE OF ANY FINANCIAL OR COMPETITIVE INTEREST THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ADDITIONALLY, THE CEO WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICT OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN OF THE BOARD OF TRUSTEES. A PERSON WHO REPORTS OR IS DISCLOSED AS HAVING A CONFLICT OF INTEREST MAY BE REQUIRED TO BE DISQUALIFIED FROM PARTICIPATING IN RELATED DISCUSSION OR DECISIONS. THIS POLICY IS DISCUSSED EACH YEAR AT A BOARD OF TRUSTEES MEETING, WHERE INDIVIDUALS WITH POTENTIAL CONFLICTS ARE ENCOURAGED TO DISCLOSE ANY POTENTIAL CONFLICTS TO THE CEO AND THE CHAIRMAN OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS OF DETERMINING COMPENSATION INCLUDES BOARD DISCUSSION IN EXECUTIVE SESSION, SURVEY OF OTHER ARTS ORGANIZATION FOR COMPARISON, AND VOTE AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICTS OF INTEREST AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART VII, SECTION A, LINE 1A: ZAKIR HUSSAIN AND JOHN SANTOS RECEIVED COMPENSATION FOR PERFORMING SHOWS DURING CALENDAR YEAR 2016. THEY WERE NOT COMPENSATED FOR THEIR SERVICE AS MEMBERS OF THE BOARD. FORM 990, PART IX, LINE 11G ARTIST FEES: PROGRAM SERVICE EXPENSES 4,118,289. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,118,289. MAILHOUSE FEES: PROGRAM SERVICE EXPENSES 12,944. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 104,990. TOTAL EXPENSES 117,934. PAYROLL & BENEFIT FEES: PROGRAM SERVICE EXPENSES 12,877. MANAGEMENT AND GENERAL EXPENSES 42,454. FUNDRAISING EXPENSES 4,845. TOTAL EXPENSES 60,176. TICKET SERVICING FEES: PROGRAM SERVICE EXPENSES 23,262. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,262. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 259,330. MANAGEMENT AND GENERAL EXPENSES 21,324. FUNDRAISING EXPENSES 26,142. TOTAL EXPENSES 306,796. SFJ PROPERTIES LLC 201 FRANKLIN STREET SAN FRANCISCO CA 94102 942990335 TO OWN, REDEVELOP, OPERATE, HOLD, SELL AND/OR LEASE PROPERTIES CA 153290 47756399 SAN FRANCISCO JAZZ ORGANIZATION THE FOUNDATION FOR SFJAZZ 201 FRANKLIN STREET SAN FRANCISCO CA 94102 453268077 SUPPORT SF JAZZ ORGANIZATION CA 501(C)(3) LINE 12A, I SAN FRANCISCO JAZZ ORGANIZATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 THE FOUNDATION FOR SFJAZZ C 1281176 PER AGREEMENT