2015-05-13T12:45:25-05:00 2014-06-30 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2013-07-01 942990335 SAN FRANCISCO JAZZ ORGANIZATION SANF 4153985655 201 FRANKLIN STREET SAN FRANCISCO CA 94102 DONALD W DERHEIM CHIEF EXECUTIVE OFFICER 4153985655 2015-05-08 1 MAGA E KISRIEV P01008919 4157810793 2013 2016-02-25 16:41:14Z DONALD W DERHEIM 201 FRANKLIN STREET SAN FRANCISCO CA 94102 17413464 0 X WWW.SFJAZZ.ORG X 1983 CA TO PROMOTE THE GROWTH AND EVOLUTION OF JAZZ MUSIC IN THE SAN FRANCISCO BAY AREA. 35 33 121 150 248451 -118634 14404920 9182637 4169827 5663500 7479 -4325 171803 577044 18754029 15418856 0 12000 0 0 3253102 4447584 0 0 1357485 6515538 8087104 9768640 12546688 8985389 2872168 69732389 72177740 58421551 57994751 11310838 14182989 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 7418148 5000990 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. 968047 12000 109576 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. 525884 211968 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. 529213 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. 529213 8912079 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 1 252 0 1 121 1 1 1 0 0 0 0 1 1 0 0 0 0 X 35 33 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 ANDY RUMER AUDIT CHAIR/BOARD MEMBER 1.00 X 0 0 0 BANNUS HUDSON CHAIR/BOARD MEMBER 1.00 X X 0 0 0 BILL BOWES BOARD MEMBER 1.00 X 0 0 0 BRIAN HOLLINS BOARD MEMBER 1.00 1.00 X 0 0 0 CHARLES CHARNAS SECRETARY/BOARD MEMBER 1.00 X X 0 0 0 DANIEL HANDLER TRUSTEE 1.00 X 0 0 0 DAVID DRUMMOND BOARD MEMBER 1.00 X 0 0 0 DEL ANDERSON HANDY VICE-CHAIR/BOARD MEMBER 1.00 X X 0 0 0 GREG STERN BOARD MEMBER 1.00 X 0 0 0 HOYOUNG HUH BOARD MEMBER 1.00 X 0 0 0 JACK CONTI BOARD MEMBER 1.00 X 0 0 0 JAMES MCELWEE TREASURER/BOARD MEMBER 1.00 X X 0 0 0 JIMMY HORMEL TRUSTEE 1.00 X 0 0 0 JOE SHERMAN BOARD MEMBER 1.00 X 0 0 0 JOHN BOTTI BOARD MEMBER 1.00 X 0 0 0 KATE DUHAMEL BOARD MEMBER 1.00 X 0 0 0 KEVIN YEAMAN BOARD MEMBER 1.00 X 0 0 0 KYLE GOLDMAN BOARD MEMBER 1.00 X 0 0 0 LLOYD DEAN BOARD MEMBER 1.00 X 0 0 0 MARK DUBOVOY BOARD MEMBER 1.00 X 0 0 0 MARK EDMUNDS BOARD MEMBER 1.00 X 0 0 0 MARK ZITTER BOARD MEMBER 1.00 X 0 0 0 MICHAEL MAUZE BOARD MEMBER 1.00 1.00 X 0 0 0 NION MCEVOY BOARD MEMBER 1.00 X 0 0 0 ROBERT MAILER ANDERSON BOARD MEMBER 1.00 X 0 0 0 SAM BRITTON TRUSTEE 1.00 X 0 0 0 SANJAY VASWANI BOARD MEMBER 1.00 X 0 0 0 STEVEN BELL BOARD MEMBER 1.00 X 0 0 0 TERRY BERKEMEIER BOARD MEMBER 1.00 X 0 0 0 TIMOTHY STULTZ BOARD MEMBER 1.00 X 0 0 0 TONY HARRIS BOARD MEMBER 1.00 X 0 0 0 WILLIAM HOLODNAK BOARD MEMBER 1.00 X 0 0 0 WILLIE BROWN BOARD MEMBER 1.00 X 0 0 0 RANDALL KLINE EXECUTIVE ARTISTIC DIRECTOR 36.50 1.00 X X 258293 0 14939 DONALD W DERHEIM CHIEF EXECUTIVE OFFICER 36.50 1.00 X X 272042 0 7661 KAREN CHRESTON DIRECTOR OF FINANCE 37.50 X 139194 0 12092 BARRETT SHAVER DIRECTOR OF DEVELOPMENT 37.50 X 109249 0 9914 778778 0 44606 5 0 1 0 CYPRESS SECURITY LLC 452 TEHAMA STREET SAN FRANCISCO CA 94103 SECURITY 231221 JAZZ AT LINCOLN CENTER 3 COLUMBUS CIRCLE NEW YORK NY 10019 PERFORMANCE 180000 BUILDING & FACILITIES SERVICES 63 BOVET ROAD 334 SAN MATEO CA 94402 SANITATION 178291 HERBERT HANCOCK 201 FRANKLIN STREET SAN FRANCISCO CA 94102 PERFORMANCE 147085 CAMI MUSIC PRODUCTIONS INC 5 COLUMBUS CIRCLE NEW YORK NY 10019 PERFORMANCE 122565 7 457765 458027 194500 8072345 763500 9182637 EVENTS AND PROGRAMS 711130 5524645 5524645 CORPORATE SPONSORSHIPS 900099 138855 138855 5663500 2934 2934 476 476 283086 176207 358740 203858 -75654 -27651 -103305 -103305 576739 583998 -7259 -7259 -7259 1078795 457765 690321 388474 388474 93732 157691 -63959 -63959 SERVICES IN RELATION TO RENTAL IN 711130 351756 351756 MISCELLANEOUS INCOME 900099 3602 3602 355358 15418856 5528247 248451 459521 X 5000 5000 7000 7000 695414 204757 352864 137793 3115519 2017602 589661 508256 14682 9835 2474 2373 301784 194917 59848 47019 320185 207244 62948 49993 131784 6901 120917 3966 59100 59100 2782043 2546542 115839 119662 726679 706980 15199 4500 184349 108277 14026 62046 114781 62291 31610 20880 98463 97934 506 23 608882 566904 14665 27313 447772 431793 5224 10755 406801 406801 1331199 1108225 137699 85275 81647 77773 126 3748 CAMPAIGN & FACILITY EXP 293942 232603 61339 COMMUNICATIONS 272016 153748 21730 96538 EVENT RELATED EXPENSES 210074 154269 23367 32438 EQUIPMENT RENTALS 63893 63893 273679 180194 9917 83568 12546688 8912079 2277124 1357485 344638 475185 1398443 1231842 168944 218095 177270 53008 317000 271041 53251573 2427229 51871970 50824344 89861 67779 15364263 19036446 69732389 72177740 1134034 781536 330111 723936 39685250 39685250 17272156 16804029 58421551 57994751 X 8478400 10062878 2832438 4120111 0 11310838 14182989 69732389 72177740 2872168 -17 0 X 0 1 X 1 0 X 3917547 20468209 4722990 14404920 9182637 52696303 2777740 3119912 3155632 4169827 5667102 18890213 6695287 23588121 7878622 18574747 14849739 71586516 802865 3657841 1202385 1469858 1913254 9046203 0 802865 3657841 1202385 1469858 1913254 9046203 62540313 376266 327955 24388 8784 3438 740831 376266 327955 24388 8784 3438 740831 524846 558231 830677 1384336 1172527 4470617 7596399 24474307 8733687 19967867 16025704 76797964 0.81430 0.81140 0.00960 0.01860 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2009 AMOUNT: $ 458,830. 2010 AMOUNT: $ 499,817. 2011 AMOUNT: $ 740,585. 2012 AMOUNT: $ 1,325,405. 2013 AMOUNT: $ 1,078,795. GROSS SALES OF INVENTORY - 2009 AMOUNT: $ 60,568. 2010 AMOUNT: $ 57,461. 2011 AMOUNT: $ 90,092. 2012 AMOUNT: $ 58,931. 2013 AMOUNT: $ 93,732. OTHER INCOME - 2009 AMOUNT: $ 5,448. 2010 AMOUNT: $ 953. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6291912 2000250 1009348 332452 8969058 6038007 568905 315000 6291912 6323292 14715 300000 6038007 5880317 200 742775 300000 6323292 5301579 578738 5880317 0.18780 0.66070 0.15150 0 1 1 5896183 5896183 45348080 1695329 43652751 1539118 730121 808997 468192 1779 466413 50824344 RESTRICTED CASH - NEW MARKET 1613139 RELATED PARTY RECEIVABLES 16570316 PLACEMENT FEES 852991 19036446 LINE OF CREDIT 242 INTERCOMPANY PAYABLES 16803787 16804029 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 HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED, TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS 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, 2014, 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. WITH FEW EXCEPTIONS, SFJAZZ ORGANIZATION AND THE RELATED LLC ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDING JUNE 30, 2010 AND BEFORE. SIMILARLY, SFJAZZ ORGANIZATION IS NO LONGER SUBJECT TO TAX EXAMINATION BY THE CALIFORNIA FRANCHISE TAX BOARD FOR THE YEARS ENDING JUNE 30, 2009 AND BEFORE. SF JAZZ GALA 1429636 457765 971871 666021 COSBY EVENT 106924 106924 24300 1536560 457765 1078795 690321 690321 388474 1 GRANT GIVEN TO COLLEGE JAZZ MUSICIAN IN SUPPORT OF THE PRODUCTION OF THEIR FIRST JAZZ CD. 1 7000 PART I, LINE 2: GRANTS TO INDIVIDUALS ARE BASED ON A WRITTEN PROPOSAL TO THE ORGANIZATION AND IS AWARDED BASED ON OUR PROGRAM NEEDS. THERE IS A WRITTEN GRANT AGREEMENT AND A REPORT IS DUE FROM THE GRANTEE REPORTING THE RESULTS OF THE PROJECT IN TERMS OF GOALS, IMPACT AND OUTREACH. X X X X 0 0 0 0 0 0 0 0 0 RANDALL KLINE EXECUTIVE ARTISTIC DIRECTOR 258293 0 0 0 0 0 5875 0 9064 0 273232 0 0 0 DONALD W DERHEIM CHIEF EXECUTIVE OFFICER 272042 0 0 0 0 0 0 0 7661 0 279703 0 0 0 KAREN CHRESTON DIRECTOR OF FINANCE 139194 0 0 0 0 0 3713 0 8379 0 151286 0 0 0 X 14 678361 FAIR MARKET VALUE X AIRLINE TICKE 1 31150 FAIR MARKET VALUE X FILM FOR WIND 1 30289 FAIR MARKET VALUE X WINE 2 23700 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11 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, EXECUTIVE DIRECTOR, OFFICERS AND ALL EMPLOYEES OF SF JAZZ ORGANIZATION. IT REQUIRES INDIVIDUALS TO DISCLOSE TO THE PRESIDENT OF THE BOARD OF TRUSTEES AND THE EXECUTIVE DIRECTOR EXISTENCE OF ANY FINANCIAL OR COMPETITIVE INTEREST THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ADDITIONALLY, THE EXECUTIVE DIRECTOR WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICT OF INTEREST AND DISCLOSE THEM TO THE PRESIDENT 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 EXECUTIVE DIRECTOR AND THE PRESIDENT 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 IX, LINE 11G ARTISTIC FEES: PROGRAM SERVICE EXPENSES 2,206,849. MANAGEMENT AND GENERAL EXPENSES 100,387. FUNDRAISING EXPENSES 103,700. TOTAL EXPENSES 2,410,936. OTHER: PROGRAM SERVICE EXPENSES 339,693. MANAGEMENT AND GENERAL EXPENSES 15,452. FUNDRAISING EXPENSES 15,962. TOTAL EXPENSES 371,107. SFJ PROPERTIES LLC 201 FRANKLIN STREET SAN FRANCISCO CA 94102 942990335 TO OWN, REDEVELOP, OPERATE, HOLD, SELL AND/OR LEASE PROPERTIES CA 150942 52410993 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 11A, I SAN FRANCISCO JAZZ ORGANIZATION 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 THE FOUNDATION FOR SFJAZZ C 458027 PER AGREEMENT