FURP.ORG / PUBLIC DATA EXPLORER

CHARLESTON JAZZ: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CHARLESTON JAZZ (EIN 83-0504523)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202543189349314009
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T16:21:00-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205788602PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Glaser and Company LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11859 Summerville Ave Suite 800AddressLine1Txt
CityCharlestonCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29405ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830504523EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Charleston JazzBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone8438220126PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13005 West Montague Avenue Ste 200AddressLine1Txt
CityNorth CharlestonCityNm
State AbbreviationSCStateAbbreviationCd
ZIP294187908ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTatjana BeylottePersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone8438220126PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonErik Glaser CPAPreparerPersonNm
PTINP00724565PTIN
Phone8438490179PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAlva AndersonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13005 West Montague Avenue Ste 200AddressLine1Txt
CityNorth CharlestonCityNm
State AbbreviationSCStateAbbreviationCd
ZIP294187908ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,449,578GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttps://charlestonjazz.com/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StateSCLegalDomicileStateCd
Activity Or MissionTo grow and cultivate a local and global community for jazz through performance, education and outreach while celebrating and preserving Charleston's rich history in jazz.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers70TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$779,796PYContributionsGrantsAmt
CY Contributions Grants$937,344CYContributionsGrantsAmt
PY Program Service Revenue$576,280PYProgramServiceRevenueAmt
CY Program Service Revenue$442,512CYProgramServiceRevenueAmt
PY Investment Income$2,370PYInvestmentIncomeAmt
CY Investment Income$16,810CYInvestmentIncomeAmt
PY Other Revenue$15,381PYOtherRevenueAmt
CY Other Revenue$7,977CYOtherRevenueAmt
PY Total Revenue$1,373,827PYTotalRevenueAmt
CY Total Revenue$1,404,643CYTotalRevenueAmt
PY Grants And Similar Paid$86,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$71,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$431,632PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$423,560CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$75,154CYTotalFundraisingExpenseAmt
PY Other Expenses$883,703PYOtherExpensesAmt
CY Other Expenses$843,770CYOtherExpensesAmt
PY Total Expenses$1,401,335PYTotalExpensesAmt
CY Total Expenses$1,338,330CYTotalExpensesAmt
PY Revenues Less Expenses-$27,508PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$66,313CYRevenuesLessExpensesAmt
Total Assets BOY$515,722TotalAssetsBOYAmt
Total Assets EOY$764,616TotalAssetsEOYAmt
Total Liabilities BOY$125,102TotalLiabilitiesBOYAmt
Total Liabilities EOY$307,683TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$390,620NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$456,933NetAssetsOrFundBalancesEOYAmt
MissionTo grow and cultivate a local and global community for jazz through performance, education and outreach while celebrating and preserving Charleston's rich history in jazz.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$484,608ExpenseAmt
Revenue$195,681RevenueAmt
DescCharleston Jazz Orchestra Led by Music Director Robert Lewis, the Charleston Jazz Orchestra is an accomplished ensemble of 18 accomplished jazz musicians, joined each season by renowned guest artists. Known for its dynamic and innovative performances, the CJO presents a six-concert season at the Charleston Music Hall, delighting audiences with fresh interpretations of classic works and original arrangements. The Orchestra has become a cornerstone of Charleston's vibrant arts scene, honoring the city's rich jazz legacy while shaping its modern musical identity.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$179,974ExpenseAmt
Revenue$128,254RevenueAmt
DescThe 8th Charleston Jazz Festival The Festival was held on April 18-21, 2024. The event drew music-lovers from around the globe to Charleston, SC for a four-day celebration of jazz.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$454,937ExpenseAmt
Grant$71,000GrantAmt
Revenue$121,077RevenueAmt
DescThe Charleston Jazz AcademyThe Academy brings together students of all backgrounds and ages in a collaborative, fun, and challenging environment to expand their repertoire and nurture the skills of music and improvisation while emphasizing the importance of teamwork, creativity, and self-expression.The purpose of the Charleston Jazz Academy is to cultivate the next generation of jazz artists and enthusiasts through a variety of education and outreach programs.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,119,519TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document66IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee11EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Tatjana BeylotteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8438220126PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13005 West Montague Avenue Ste 200AddressLine1Txt
CityNorth CharlestonCityNm
State AbbreviationSCStateAbbreviationCd
ZIP294187908ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Alva Anderson
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
Ronald D McCray - term ended
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
Clay Grayson
SECRETARY2.00Yes (X)Yes (X)$0$0$0
John W Olson
TREASURER2.00Yes (X)$0$0$0
J Anton Collins - term ended
DIRECTOR1.00Yes (X)$0$0$0
Demetrius Doctor - term ended
DIRECTOR1.00Yes (X)$0$0$0
Madeleine Frume
DIRECTOR1.00Yes (X)$0$0$0
Donald R Johnson II MD
DIRECTOR1.00Yes (X)$0$0$0
Jill Jones
DIRECTOR1.00Yes (X)$0$0$0
Claire Louder
DIRECTOR1.00Yes (X)$0$0$0
Edwin Meyer
DIRECTOR1.00Yes (X)$0$0$0
Matt D Pardieck
DIRECTOR1.00Yes (X)$0$0$0
Hilton C Smith Jr
DIRECTOR1.00Yes (X)$0$0$0
Harry Staley
DIRECTOR1.00Yes (X)$0$0$0
Victor Weinstein MD - term ended
DIRECTOR1.00Yes (X)$0$0$0
Ron Wiltrout
DIRECTOR1.00Yes (X)$0$0$0
Joanne M Hill Ph D
Director1.00Yes (X)$0$0$0
Mason Holland
Director1.00Yes (X)$0$0$0
Jacien Steele
Director1.00Yes (X)$0$0$0
Tatjana Beylotte
Executive Director40.00Yes (X)$94,953$0$6,000
FieldValueIRS element (for citing)
Total Reportable Comp From Org$94,953TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$6,000TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$4,800MembershipDuesAmt
Fundraising$7,000FundraisingAmt
Government Grants$194,844GovernmentGrantsAmt
All Other Contributions$730,700AllOtherContributionsAmt
Total Contributions$937,344TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Jazz Performances711130$321,435$321,435
Jazz Academy Tuition611600$121,077$121,077
FieldValueIRS element (for citing)
Total Program Service Revenue$442,512TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,810TotalRevenueColumnAmt
Exclusion$16,810ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$50,412FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$7,000ContriRptFundraisingEventAmt
Fundraising Direct Expenses$44,935FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,477TotalRevenueColumnAmt
Exclusion$5,477ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOtherDesc
Business900099BusinessCd
Total Revenue Column$2,500TotalRevenueColumnAmt
Related Or Exempt Func Income$2,500RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,500OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,404,643TotalRevenueColumnAmt
Related Or Exempt Func Income$445,012RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$22,287ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$71,000TotalAmt
Program Services$71,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$94,953TotalAmt
Program Services$44,562ProgramServicesAmt
Management And General$32,267ManagementAndGeneralAmt
Fundraising$18,124FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$278,317TotalAmt
Program Services$278,317ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,192TotalAmt
Program Services$12,262ProgramServicesAmt
Management And General$1,240ManagementAndGeneralAmt
Fundraising$690FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,098TotalAmt
Program Services$31,189ProgramServicesAmt
Management And General$3,155ManagementAndGeneralAmt
Fundraising$1,754FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$58,465TotalAmt
Management And General$58,465ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$326,403TotalAmt
Program Services$276,590ProgramServicesAmt
Fundraising$49,813FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$108,524TotalAmt
Program Services$108,524ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$94,971TotalAmt
Program Services$81,428ProgramServicesAmt
Management And General$9,064ManagementAndGeneralAmt
Fundraising$4,479FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$26,454TotalAmt
Program Services$15,722ProgramServicesAmt
Management And General$10,732ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$41,062TotalAmt
Program Services$40,109ProgramServicesAmt
Management And General$953ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$12,379TotalAmt
Management And General$12,379ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,755TotalAmt
Program Services$12,647ProgramServicesAmt
Management And General$69ManagementAndGeneralAmt
Fundraising$39FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,337TotalAmt
Program Services$3,982ProgramServicesAmt
Management And General$1,100ManagementAndGeneralAmt
Fundraising$255FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Production venue costs$101,333$101,333
Artistic and production$34,788$34,788
Other Expenses$20,341$6,108$14,233
Instructional supplies$958$958

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,338,330TotalAmt
Program Services$1,119,519ProgramServicesAmt
Management And General$143,657ManagementAndGeneralAmt
Fundraising$75,154FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$169,205BOYAmt
EOY$250,306EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,011BOYAmt
EOY$1,012EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$75,000BOYAmt
EOY$166,012EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,887BOYAmt
EOY$5,810EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$184,771LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$87,155LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$105,771BOYAmt
EOY$97,616EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$114,818BOYAmt
EOY$203,984EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,500BOYAmt
EOY$1,500EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$37,530BOYAmt
EOY$38,376EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$515,722BOYAmt
EOY$764,616EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$39,315BOYAmt
EOY$46,423EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$85,736BOYAmt
EOY$90,684EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$51BOYAmt
EOY$170,576EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$125,102BOYAmt
EOY$307,683EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$169,486BOYAmt
EOY$104,424EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$221,134BOYAmt
EOY$352,509EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$390,620BOYAmt
EOY$456,933EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$515,722BOYAmt
EOY$764,616EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$66,313ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$520,376CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$724,652CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$680,684CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$779,796CurrentTaxYearMinus1YearAmt
Current Tax Year$937,344CurrentTaxYearAmt
Total$3,642,852TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$335,298CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$283,876CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$414,171CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$578,779CurrentTaxYearMinus1YearAmt
Current Tax Year$442,512CurrentTaxYearAmt
Total$2,054,636TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$49,649CurrentTaxYearMinus1YearAmt
Current Tax Year$50,412CurrentTaxYearAmt
Total$100,061TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$855,674CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,008,528CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,094,855CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,408,224CurrentTaxYearMinus1YearAmt
Current Tax Year$1,430,268CurrentTaxYearAmt
Total$5,797,549TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,705CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,606CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,642CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,288CurrentTaxYearMinus1YearAmt
Current Tax Year$275,077CurrentTaxYearAmt
Total$460,318TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,705CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,606CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,642CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,288CurrentTaxYearMinus1YearAmt
Current Tax Year$275,077CurrentTaxYearAmt
Total$460,318TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$5,337,231PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,370CurrentTaxYearMinus1YearAmt
Current Tax Year$16,810CurrentTaxYearAmt
Total$19,249TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,370CurrentTaxYearMinus1YearAmt
Current Tax Year$16,810CurrentTaxYearAmt
Total$19,249TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$2,500CurrentTaxYearAmt
Total$2,500TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$855,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,008,540CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,094,886CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,410,594CurrentTaxYearMinus1YearAmt
Current Tax Year$1,449,578CurrentTaxYearAmt
Total$5,819,298TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91720PublicSupportCY509Pct
Public Support PY5090.96190PublicSupportPY509Pct
Investment Income CY0.00330InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$189,818BeginningYearBalanceAmt
Contributions$50,000ContributionsAmt
Investment Earnings Or Losses$14,166InvestmentEarningsOrLossesAmt
End Year Balance$253,984EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$103,354BeginningYearBalanceAmt
Contributions$75,000ContributionsAmt
Investment Earnings Or Losses$11,464InvestmentEarningsOrLossesAmt
End Year Balance$189,818EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$100,747BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$2,607InvestmentEarningsOrLossesAmt
End Year Balance$103,354EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$100,747ContributionsAmt
End Year Balance$100,747EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$151,442InvestmentCostOrOtherBasisAmt
Depreciation$76,950DepreciationAmt
Book Value$74,492BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$15,629InvestmentCostOrOtherBasisAmt
Depreciation$10,205DepreciationAmt
Book Value$5,424BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$17,700InvestmentCostOrOtherBasisAmt
Book Value$17,700BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$97,616TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Music Library$30,939
Video Archives$7,437
FieldValueIRS element (for citing)
Total Book Value Other Assets$38,376TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$1,404,690TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$71,047DonatedServicesAndUseFcltsAmt
Revenue Not Reported$71,047RevenueNotReportedAmt
Revenue Subtotal$1,333,643RevenueSubtotalAmt
Other Revenues Not Included$71,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$71,000RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,404,643TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,338,377TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$71,047DonatedServicesUseFcltsAmt
Expenses Not Reported$71,047ExpensesNotReportedAmt
Expenses Subtotal$1,267,330ExpensesSubtotalAmt
Other Expenses Not Included$71,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$71,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,338,330TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The goal of the Charleston Jazz endowment is to exist in perpetuity, providing a foundation of stability and support. This helps ensure that Charleston Jazz can continue to make a positive impact through jazz for generations. Endowment funds can be designated to support specific programs, initiatives, scholarships, or projects. Gifts to endowments are made with the understanding that the principal is continually preserved and the total amount of the gift is invested. Each year, only a portion of the interest earned is spent while the remainder reverts to the principal. In this respect, an endowment is a perpetual gift.
Part XI, Line 4b - Other Adjustments:Scholarships granted
Part XII, Line 4b - Other Adjustments:Scholarships granted

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Annual GalaEvent1Nm
Gross Receipts Event1$57,412GrossReceiptsEvent1Amt
Charitable Contri Event1$7,000CharitableContriEvent1Amt
Gross Revenue Event1$50,412GrossRevenueEvent1Amt
Rent Facility Costs Event1$28,256RentFacilityCostsEvent1Amt
Food And Beverage Event1$4,589FoodAndBeverageEvent1Amt
Entertainment Event1$1,500EntertainmentEvent1Amt
Other Direct Expenses Event1$10,589OtherDirectExpensesEvent1Amt
Gross Receipts Total$57,412GrossReceiptsTotalAmt
Charitable Contributions Tot$7,000CharitableContributionsTotAmt
Gross Revenue Total Events$50,412GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$28,256RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,589FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,500EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$10,589OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$44,934DirectExpenseSummaryEventsAmt
Net Income Summary$5,478NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeTuition AssistanceGrantTypeTxt
Recipient126RecipientCnt
Cash Grant$71,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationCharleston Jazz Academy offers scholarships to students with financial need as well as based on talent. Staff reviews a student's scholarship application and determines if the student is eligible for either scholarship. Students interested in a talent based scholarship are required to audition. All scholarship students have to sign an agreement outlining expectations and are reviewed annually to maintain the scholarship.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe 990 is provided to the board for a comment period. Once complete and questions are addressed, the 990 is e-filed.
Form 990, Part VI, Section B, line 12cMembers of the governing body sign an annual disclosure form that indicatesthey are aware of the COI policy of Charleston Jazz and will abide by it.
Form 990, Part VI, Section B, line 15Compensation is reviewed periodically, but no less frequently than annually, by those members of the Board of Directors who do not receive compensation from Charleston Jazz in order to assess the reasonableness of compensation from Charleston Jazz to any person.
Form 990, Part VI, Section C, line 18All documents are maintained in the administrative office and are made available upon request.
Form 990, Part VI, Section C, line 19All documents are maintained in the administrative office and are made available upon request.
Form 990, Part IX, line 11gContract Labor - musicians: Program service expenses 180,305. Management and general expenses 0. Fundraising expenses 0. Total expenses 180,305. Contract Labor and Services - other: Program service expenses 96,285. Management and general expenses 0. Fundraising expenses 3,213. Total expenses 99,498. Consultants: Program service expenses 0. Management and general expenses 0. Fundraising expenses 46,600. Total expenses 46,600.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CHARLESTON JAZZ ORCHESTRA LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 21756AddressLine1Txt
CityCharlestonCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29413ZIPCd
FieldValueIRS element (for citing)
EIN830504523EIN
Primary ActivitiesArtsPrimaryActivitiesTxt
Legal Domicile StateSCLegalDomicileStateCd
Total Income$195,681TotalIncomeAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Charleston JazzBusinessNameLine1Txt