2015-07-14T17:23:58-05:00 2014-08-31 721202445 POSTLETHWAITE & NETTERVILLE ONE GALLERIA BLVD STE 2100 METAIRIE LA 70001 990 2013-09-01 720692744 NEW ORLEANS JAZZ & HERITAGE FESTIVAL AND FOUNDATION INC NEWO 5045586100 1205 N RAMPART STREET NEW ORLEANS LA 70116 DONALD K MARSHALL EXECUTIVE DIRECTOR 5045586100 2015-07-14 1 SHARON CASSIERE P00543368 5048375990 2013 2016-02-25 16:41:14Z DONALD K MARSHALL 1205 N RAMPART STREET NEW ORLEANS LA 70116 36225160 0 X WWW.JAZZANDHERITAGE.ORG X 1971 LA TO PROMOTE NEW ORLEANS JAZZ AND HERITAGE. 29 29 12 970 0 0 1695261 1997786 30357959 33500993 334600 578168 -84280 -147334 32303540 35929613 1599950 2013890 0 0 3693175 5020159 0 0 0 24700431 25872849 29993556 32906898 2309984 3022715 22837683 27477898 1040454 2244838 21797229 25233060 TO PROMOTE, PRESERVE, PERPETUATE, AND ENCOURAGE THE MUSIC, CULTURE, AND HERITAGE OF COMMUNITIES IN LOUISIANA THROUGH FESTIVALS, PROGRAMS, AND OTHER CULTURAL, EDUCATIONAL, AND ECONOMIC ACTIVITIES. 0 0 295904 198365 EDUCATION: THE NEW ORLEANS JAZZ & HERITAGE FOUNDATION HAS SEVERAL EDUCATIONAL PROGRAMS, INCLUDING HANDS-ON MUSICAL INSTRUCTION FOR CHILDREN. OTHER PROGRAMS ENGAGE ADULTS AND CHILDREN IN MEANINGFUL DIALOGUE ABOUT HISTORY, CULTURE, AND BUSINESS. IN FYE 2014, THERE WERE APPROXIMATELY 250 STUDENTS, TEACHERS, AND PARTICIPANTS IN SYMPOSIUMS. 711692 665525 ECONOMIC DEVELOPMENT: THE NEW ORLEANS JAZZ & HERITAGE FOUNDATION HAS SEVERAL ECONOMIC DEVELOPMENT PROGRAMS BENEFITING LOCAL MUSICIANS AND THE LOCAL ENTERTAINMENT INDUSTRY. THESE PROGRAMS INCLUDE THOSE WHICH PROVIDE GRANTS TO THE COMMUNITY TO SUPPORT PROJECTS IN MUSIC AND THE ARTS, HOUSING ASSISTANCE AND DEVELOPMENTS FOR LOCAL MUSICIANS, AS WELL AS NETWORKING OPPORTUNITIES FOR LOCAL MUSICIANS AND TALENT SEEKERS. IN FYE 2014, THERE WERE APPROXIMATELY 5,000 COMMUNITY PARTNERSHIP GRANTS AND SYNC-UP PARTICIPANTS. 29817831 1150000 33500993 CULTURAL ENRICHMENT: THE NEW ORLEANS JAZZ & HERITAGE FOUNDATION HAS SEVERAL CULTURAL ENRICHMENT PROGRAMS, INCLUDING MULTIPLE MUSIC FESTIVALS AND CONCERT SERIES HIGHLIGHTING LOCAL CULTURE THROUGH MUSIC, CUISINE, AND ART. IN FYE 2014, THERE WERE APPROXIMATELY 500,000 ATTENDEES AT JAZZ FEST AND ALL OTHER FESTIVAL AND CONCERT SERIES. IN ADDITION, THE FOUNDATION PROVIDED SUPPORT TO WWOZ, A RELATED ORGANIZATION WHICH OPERATES A RADIO STATION IN NEW ORLEANS, LA, FOR PRODUCTION AND BROADCASTING OF JAZZ PROGRAMMING. 30825427 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1042 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 X 29 29 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SARITA CARRIERE 5045586100 1205 N RAMPART STREET NEW ORLEANS LA 70116 JAY H BANKS DIRECTOR 1.00 X 0 0 0 DORIAN BENNETT DIRECTOR 1.00 X 0 0 0 SID BHANSALI DIRECTOR 1.00 X 0 0 0 GERALD BILLES DIRECTOR 1.00 X 0 0 0 CECIL CJ BLACHE DIRECTOR 1.00 X 0 0 0 SKIPPER BOND DIRECTOR 1.00 X 0 0 0 JAMES B BORDERS IV DIRECTOR 1.00 X 0 0 0 MICKEY CAPLINGER DIRECTOR 1.00 X 0 0 0 TARA CARTER HERNANDEZ DIRECTOR 1.00 X 0 0 0 DAVID FRANCIS DIRECTOR 1.00 X 0 0 0 BEVERLY GUILLORY-ANDRY DIRECTOR 1.00 X 0 0 0 DOUGLAS HAMMEL DIRECTOR 1.00 X 0 0 0 DEBORAH D HARKINS DIRECTOR 1.00 X 0 0 0 NADIR HASAN DIRECTOR 1.00 X 0 0 0 BARBARA HERMAN DIRECTOR 1.00 X 0 0 0 JOHNNY JACKSON JR DIRECTOR 1.00 X 0 0 0 CLIFFORD V JOHNSON DIRECTOR 1.00 X 0 0 0 ALLISON H PENA DIRECTOR 1.00 X 0 0 0 RAFAEL PERALES DIRECTOR 1.00 X 0 0 0 PENNY RANDOLPH-BIAGAS DIRECTOR 1.00 X 0 0 0 CAROL SOLOMON DIRECTOR 1.00 X 0 0 0 PARKER STERNBERGH DIRECTOR 1.00 X 0 0 0 SUZETTE TOLEDANO DIRECTOR 1.00 X 0 0 0 DAVID TORKANOWSKY DIRECTOR 1.00 X 0 0 0 ANTHONY J TONY RUDA PRESIDENT 3.00 X X 0 0 0 DEMETRIC MERCADEL 1ST VICE PRESIDENT 2.00 X X 0 0 0 DONNA SANTIAGO 2ND VICE PRESIDENT 2.00 X X 0 0 0 KATHLEEN TURNER SECRETARY 2.00 X X 0 0 0 JEFF GOLDRING TREASURER 2.00 X X 0 0 0 DONALD K MARSHALL EXECUTIVE DIRECTOR 40.00 X 127743 0 15684 SHERI LABRANCHE CFO 40.00 X 104000 0 14454 231743 0 30138 2 0 0 0 CAPS UNIVERSAL 5800 W JEFFERSON BLVD LOS ANGELES CA 90016 STAFFING CONTRACT 3440102 FESTIVAL PRODUCTIONS INC 336 CAMP STREETSTE 251 NEW ORLEANS LA 70130 CO-PRODUCER 3181343 AEG LIVE LLC 5750 WILSHIRE BLVD LOS ANGELES CA 90036 CO-PRODUCER 2035800 DONAHUE-FAVRET CONTRACTORS INC 3030 EAST CAUSEWAY APPROACH MANDEVILLE LA 70448 CONTRACTOR-CONSTRUCTION 1142903 ARTIST GROUP INTERNATIONAL LLC 150 EAST 58TH STREET 19TH FLOOR NEW YORK NY 10155 ENTERTAINMENT 1030000 36 86495 261598 1058525 70000 521168 1997786 NO JAZZ & HERITAGE FESTIVAL 711300 33260658 33260658 OTHER FESTIVALS REVENUE 711300 240335 240335 33500993 578168 578168 148213 261598 295547 -147334 -147334 35929613 33500993 0 430834 X 1658525 1658525 355365 355365 248347 248347 4048549 3092950 955599 68582 68582 211025 208757 2268 443656 335127 108529 6031541 6031541 129427 107774 21653 51075 51075 10576304 10323434 252870 634671 632336 2335 188061 100691 87370 29142 29142 39955 39955 225147 98134 127013 483459 470938 12521 11111 11111 89896 22182 67714 640763 629234 11529 OTHER JAZZ & MINI FESTI 5934727 5934727 SPECIAL PROJECTS 409398 394042 15356 FESTIVAL CRAFTS 161651 161651 HERITAGE SCHOOL OF MUSI 97539 97539 138982 61943 77039 32906898 30825427 2081471 0 2365131 1611280 4210894 5703932 106899 23742 602126 679484 284995 290009 7751012 1354820 2913666 6396192 11620367 11980788 727605 786471 6000 6000 22837683 27477898 1040454 2244838 1040454 2244838 X 20774275 24020130 522954 712930 500000 500000 21797229 25233060 22837683 27477898 3022715 413116 0 X X 0 1 X 1 0 X 1549898 1588958 2032665 1695261 1997786 8864568 24308921 25045901 31073352 30357959 33500993 144287126 25858819 26634859 33106017 32053220 35498779 153151694 1118379 1109335 1309898 1186750 1668250 6392612 3034680 2636205 2643356 2679488 2771155 13764884 4153059 3745540 3953254 3866238 4439405 20157496 132994198 110014 162256 185119 334600 578168 1370157 110014 162256 185119 334600 578168 1370157 37576 178803 216379 26006409 26975918 33291136 32387820 36076947 154738230 0.85950 0.99130 0.00890 0.00680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 727605 106638 40000 7772 786471 663215 64390 727605 643680 19535 663215 590850 52830 643680 578069 12781 590850 0.63560 0.36440 0 0 446250 446250 6956405 1011441 5944964 302268 297290 4978 46089 46089 0 6396192 X 8228548 413116 413116 7815432 28114181 28114181 35929613 4792717 0 4792717 28114181 28114181 32906898 PART V, LINE 4: TO PROMOTE JAZZ PROGRAMMING TO THE COMMUNITY. PART X, LINE 2: THE FOUNDATION IS A NON-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS EXEMPT FROM LOUISIANA INCOME TAX UNDER THE SECTION 121(5) OF TITLE 47 OF THE LOUISIANA REVISED STATUTES OF 1950. THE FOUNDATION APPLIES A "MORE-LIKELY-THAN-NOT" RECOGNITION THRESHOLD FOR ALL TAX UNCERTAINTIES. THIS APPROACH ONLY ALLOWS THE RECOGNITION OF THOSE TAX BENEFITS THAT HAVE A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE FOUNDATION HAS REVIEWED ITS TAX POSITIONS AND DETERMINED THERE WERE NO OUTSTANDING OR RETROACTIVE TAX POSITIONS WITH LESS THAN A FIFTY PERCENT LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE FOUNDATION'S TAX RETURNS FOR THE YEARS ENDED AUGUST 31, 2013, 2012, AND 2011 REMAIN OPEN AND SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION'S TAX RETURN FOR THE YEAR ENDED AUGUST 31, 2014 HAS NOT YET BEEN FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: NO JAZZ & HERITAGE FESTIVAL EXPENSES SEPARATELY STATED 28,114,181. PART XII, LINE 4B - OTHER ADJUSTMENTS: NO JAZZ & HERITAGE FESTIVAL EXPENSES SEPARATELY STATED 28,114,181. FUNDRAISING GALA 409811 261598 148213 66364 35650 193533 409811 261598 148213 66364 35650 193533 295547 -147334 1 FRIENDS OF WWOZ 1008 N PETERS ST NEW ORLEANS LA 70119 581702220 501(C)(3) 1558525 TO PROVIDE MATCHING FUNDS IN OPERATION TO RECEIVE OTHER FUNDING. NORMAN DIXON FUND 336 CAMP ST SUITE 250 NEW ORLEANS LA 70130 510482622 501(C)(3) 50000 TO PROVIDE SECURITY FOR SECOND LINE PARADES. NEW ORLEANS MUSICIANS CLINIC 3700 ST CHARLES AVE 2ND FLOOR NEW ORLEANS LA 70115 208139539 501(C)(3) 50000 TO PROVIDE COMPREHENSIVE HEALTH CARE AND MENTAL HEALTH/SOCIAL SERVICES FOR MUSICIANS. 3 PRESENTING GRANTS 66 119000 EDUCATION IN SCHOOL 36 80365 EDUCATION AFTER SCHOOL 60 118000 ARCHIVE DOCUMENTATION 22 38000 PART I, LINE 2: THE RECIPIENT SUBMITS A FINAL REPORT DETAILING HOW THE GRANT FUNDS WERE USED WITHIN THEIR ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 ON JANUARY 27, 2005, THE FOUNDATION ENTERED INTO A PRODUCTION MANAGEMENT AND FINANCING AGREEMENT BETWEEN TWO COMPANIES, FESTIVAL PRODUCTIONS LOUISIANA, LLC AND AEG LOUISIANA PRODUCTION, LLC, COLLECTIVELY THE PRODUCERS, TO PRODUCE AND MANAGE THE NEW ORLEANS JAZZ AND HERITAGE FESTIVAL. THE AGREEMENT INCLUDES TWO EXTENSION PERIODS OF FIVE YEARS OR LONGER AS A RESULT OF AN OPTION FOR A SUCCESSIVE ONE YEAR EXTENSION AS A RESULT OF SPECIALLY CANCELLED FESTIVALS, AS DEFINED IN THE AGREEMENT. THE CURRENT EXPIRATION DATE OF THE AGREEMENT IS JANUARY 27, 2019. FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR OF FINANCE REVIEWS THE IRS FORM 990. UPON APPROVAL, THE EXECUTIVE DIRECTOR SIGNS THE RETURN FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY DISTRIBUTES THE POLICY AND DISCLOSURE FORM, AND ALL ARE REQUIRED TO DISCLOSE ANY POTENTIAL OR DEFINITE CONFLICTS AND SIGN. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE SETS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE COMMITTEE ORIGINALLY SETS THE OTHER OFFICERS' COMPENSATION, BUT THE EXECUTIVE DIRECTOR HAS AUTHORITY TO APPROVE CHANGES TO OTHER OFFICERS' COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ENTERTAINERS, MUSICIANS: PROGRAM SERVICE EXPENSES 10,323,434. MANAGEMENT AND GENERAL EXPENSES 252,870. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,576,304. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. FRIENDS OF WWOZ INC 1008 N PETERS ST NEW ORLEANS LA 70119 581702220 PUBLIC BROADCASTING RADIO STATION LA 501(C)(3) LINE 9 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 FRIENDS OF WWOZ INC B 1558525 CASH PAYMENTS & PLEDGE FRIENDS OF WWOZ INC M 250000 CASH PAYMENTS FRIENDS OF WWOZ INC C 1058525 CASH PAYMENTS FRIENDS OF WWOZ INC S 609725 CASH PAYMENTS