2012-03-15T13:02:38-05:00 2011-08-31 BOURGEOIS BENNETT LLC 111 VETERANS BLVD 17TH FLOOR METAIRIE LA 70005 990 2010-09-01 720692744 NEW ORLEANS JAZZ & HERITAGE FOUNDATION NEWO 5045586100 1205 N RAMPART STREET NEW ORLEANS LA 70116 DON K MARSHALL 5045586100 2012-03-08 1 LAURENCE R HOLMES 5048314949 2010 2016-02-24 21:20:13Z DON K MARSHALL 1205 N RAMPART NEW ORLEANS LA 70116 27398309 0 X N/A X 1971 LA PROMOTE N.O. JAZZ & HERITAGE 30 30 848 850 0 0 1677266 1641228 24308921 25045901 113767 162256 142571 248960 26242525 27098345 1513660 1612620 0 0 727371 868634 0 0 0 22648840 23070963 24889871 25552217 1352654 1546128 17809724 19897772 2587612 3076864 15222112 16820908 X PROMOTE, PRESERVE, PERPETUATES AND ENCOURAGES THE MUSIC, CULTURE, AND HERITAGE OF COMMUNITIES IN LOUISIANA THROUGH FESTIVALS, PROGRAMS, AND OTHER CULTURAL, EDUCATIONAL, CIVIC, AND ECONOMIC ACTIVITIES. 0 0 545870 178803 BUDGETED PROGRAMS FOR THE PURPOSE OF PROMOTING NEW ORLEANS JAZZ HERITAGE. THIS IS CONSISTENT WITH THE EXEMPT PURPOSE OF THE FOUNDATION. 21591113 25045901 JAZZ AND HERITAGE FESTIVAL PRODUCED BY THE FOUNDATION FOR THE PURPOSE OF PROMOTING NEW ORLEANS JAZZ AND HERITAGE. THIS IS CONSISTENT WITH THE EXEMPT PURPOSE OF THE FOUNDATION. 1334120 SUPPORT FOR PRODUCTION AND BROADCASTING OF JAZZ RELATED PROGRAMMING. 309628 SPECIAL PROJECTS PRODUCED BY THE FOUNDATION FOR THE PURPOSE OF PROMOTING NEW ORLEANS JAZZ HERITAGE. THIS IS CONSISTENT WITH THE EXEMPT PURPOSE OF THE FOUNDATION. 309628 23780731 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 790 0 1 848 1 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 1 1 1 1 1 0 0 1 1 1 0 0 0 1 1 0 X X NO JAZZ & HERITAGE FOUNDATION 5045586100 1205 N RAMPART ST NEW ORLEANS LA 70116 DORIAN BENNETT 1.00 X 0 0 0 SID BHANSALI 1.00 X 0 0 0 GERALD BILLES 1.00 X 0 0 0 JAMES B BORDERS IV 1.00 X 0 0 0 MICKEY CAPLINGER 1.00 X 0 0 0 TARA CARTER HERNANDEZ 1.00 X 0 0 0 BOB EDMUNDSON 1.00 X 0 0 0 DAVID FRANCIS 1.00 X 0 0 0 JEFFREY GOLDRING 1.00 X 0 0 0 BEVERLY GUILLORY-ANDRY 1.00 X 0 0 0 DOUGLAS HAMMEL 1.00 X 0 0 0 NADIR HASAN 1.00 X 0 0 0 BARBARA HERMAN 1.00 X 0 0 0 BYRON HUGHEY 1.00 X 0 0 0 JOHNNY JACKSON JR 1.00 X 0 0 0 HENRY LACEY 1.00 X 0 0 0 ALLISON H PENA 1.00 X 0 0 0 RAFAEL PERALES 1.00 X 0 0 0 PENNY RANDOLPH-BIAGAS 1.00 X 0 0 0 TONY RUDA 1.00 X 0 0 0 RONALD SHOLES 1.00 X 0 0 0 CAROL SOLOMON 1.00 X 0 0 0 PARKER STERNBERGH 1.00 X 0 0 0 SUZETTE TOLEDANO 1.00 X 0 0 0 DAVID TORKANOWSKY 1.00 X 0 0 0 JAY BANKS 1.00 X 0 0 0 BELINDA BATISTE 1.00 X 0 0 0 CJ BLACHE 1.00 X 0 0 0 SKIPPER BOND 1.00 X 0 0 0 CHARLES CHAMBERLAIN 1.00 X 0 0 0 LUANN DOZIER 1.00 X 0 0 0 DEBORAH HARKINS 1.00 X 0 0 0 SCOTT HUTCHESON 1.00 X 0 0 0 MARY NORRISS 1.00 X 0 0 0 MILTON MCWILLIAMS 1.00 X 0 0 0 JOSEPH MORAN 1.00 X 0 0 0 JULIE ORECK 1.00 X 0 0 0 KAREN SOLOMON 1.00 X 0 0 0 MICHAEL BAGNERIS 1.00 X 0 0 0 NIKKI BARRANGER 1.00 X 0 0 0 JOHANN BULTMAN 1.00 X 0 0 0 ARTHUR DAVIS SR 1.00 X 0 0 0 EMILO DUPRE 1.00 X 0 0 0 DON ERWIN 1.00 X 0 0 0 MARION GREENUP 1.00 X 0 0 0 SARAH FREEMAN 1.00 X 0 0 0 DAVID OESTREICHER II 1.00 X 0 0 0 ARTHUR PULITZER 1.00 X 0 0 0 WILLIAM ROUSELLE 1.00 X 0 0 0 JOEL SELLERS 1.00 X 0 0 0 DAN WILLIAMS 1.00 X 0 0 0 ROXY WRIGHT 1.00 X 0 0 0 D JOAN RHODES 1.00 X 0 0 0 MICHAEL GOURRIER 1.00 X 0 0 0 BILL RUCKER 1.00 X 0 0 0 STEVE TUJAGUE 1.00 X 0 0 0 GABOU MENDY 1.00 X 0 0 0 DON MARSHALL 40.00 X X 121275 0 0 NANCY MARINOVIC 1.00 X 0 0 0 CLIFFORD V JOHNSON 1.00 X 0 0 0 DEMETRIC MERCADEL 1.00 X 0 0 0 DONNA SANTIAGO 1.00 X 0 0 0 KATHLEEN TURNER 1.00 X 0 0 0 121275 0 0 1 0 0 0 FESTIVAL PRODUCTIONS INC 336 CAMP STREET STE 250 NEW ORLEANS LA 70130 CO-PRODUCER 2325335 AEG LIVE LLC 5750 WILSHIRE BLVD LOS ANGELES CA 90036 CO-PRODUCER 1410775 BON JOVI TOURS INC 1222 16TH AVENUE SOUTH NASHVILLE TN 37212 ENTERTAINMENT 990000 SAILS IN CONCERT INC 1880 CENTURY PARK EAST 1600 LOS ANGELES CA 90067 ENTERTAINMENT 550000 HOWARD ROSE AGENCY LTD 9460 WILSHIRE BLVD 310 BEVERLY HILLS CA 90212 ENTERTAINMENT 550000 28 52270 1588958 1641228 N.O. JAZZ & HERITAGE F 711300 25045901 25045901 25045901 162256 162256 370121 299964 70157 70157 MISCELLANEOUS 900099 178803 178803 178803 27098345 25224704 0 232413 1612620 1612620 726592 726592 11337 11337 77798 77798 52907 52907 95714 95714 51400 51400 105496 105496 77695 77695 70659 70659 14249 14249 84206 84206 13875 13875 10998 10998 77511 77511 77469 77469 N.O. JAZZ & HERITAGE FE 21591113 21591113 SPECIAL PROJECTS 357235 309628 47607 ARCHIVAL RECORDING 219770 219770 BOARD HOSPITALITY 85310 85310 HERITAGE MUSIC INSTRUCT 47600 47600 90663 90663 25552217 23780731 1771486 0 5667724 6991863 285941 546988 776812 69069 202044 3277731 1038080 2245810 2239651 9211541 9395461 68592 6000 17809724 19897772 2427361 1933664 1143200 160251 0 2587612 3076864 X 14273026 15573071 449086 747837 500000 500000 15222112 16820908 17809724 19897772 X 1546128 52668 X X 0 1 1 X 0 X 74733 140000 1421735 1549898 1588958 4775324 23578291 25869263 23459752 24308921 25045901 122262128 23653024 26009263 24881487 25858819 26634859 127037452 0 0 0 127037452 424169 338724 182843 110014 162256 1218006 424169 338724 182843 110014 162256 1218006 66592 37576 178803 282971 24077193 26347987 25130922 26006409 26975918 128538429 0.98830 0.98970 0.00950 0.00950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 590850 52830 643680 578069 12781 590850 647934 -69865 578069 1.00000 0 0 446250 446250 2483123 720230 1762893 348358 317850 30508 2239651 27098345 25552217 1546128 52668 52668 1598796 27450977 52668 299964 352632 27098345 0 27098345 25852181 299964 299964 25552217 0 25552217 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION'S ENDOWMENT IS USED TO PROMOTE JAZZ PROGRAMMING TO ITS COMMUNITY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THESE STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. AS OF AUGUST 31, 2011, MANAGEMENT OF THE FOUNDATION BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS AUGUST 31, 2008 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: GALA EXPENSES REPORTED NET OF GALA REVENUE 299,964. PART XIII, LINE 2D - OTHER ADJUSTMENTS: GALA EXPENSES REPORTED NET OF GALA REVENUE 299,964. GALA 370121 370121 12730 57341 103971 125922 370121 370121 12730 57341 103971 125922 299964 70157 1 FRIENDS OF WWOZ INC 1008 N PETERS STREET NEW ORLEANS LA 70116 581702220 501C(3)4947(A)(1) 1334120 PROVIDE MATCHING FUNDS IN OPERATION TO RECEIVE OTHER FUNDING. NORMAN DIXON FUND 336 CAMP ST STE 250 NEW ORLEANS LA 70130 510482622 501C(3) 50000 PROVIDE SECURITY FOR SECOND-LINE PARADES. NEW ORLEANS MUSICIANS CLINIC 3700 ST CHARLES AVE 2ND FLOOR NEW ORLEANS LA 70115 208139539 501C(3) 50000 PROVIDE COMPREHENSIVE HEALTH CARE AND MENTAL HEALTH/SOCIAL SERVICES. 3 0 OTHER INFORMATION: PART IV: GRANT RECEPIENT MUST SUBMIT A WRITTEN REPORT ALONG WITH SUPPORTING DOCUMENTATION OF USE OF FUNDS. MOST RECEIVE FUNDS IN TWO PARTS. INITIAL PAYMENT 70% AND BALANCE WHEN REPORT SUBMITTED AND APPROVED BY EXECUTIVE DIRECTOR OR PROGRAM MANAGER. FORM 990, PART VI, SECTION A, LINE 6 CURRENT MEMBER MUST RECOMMEND A NEW MEMBER, THE POTENTIAL MEMBER SUBMITS A LETTER OF INTEREST AND A RESUME. THIS INFORMATION IS SENT TO THE NOMINATING COMMITTEE. THIS COMMITTEE REVIEWS APPLICANTS AND MAKES RECOMMENDATIONS TO BOARD. NEW MEMBERS ARE SELECTED BY A MAJORITY VOTE OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A NOMINATING COMMITTEE MAKES ITS RECOMMENDATION TO THE BOARD FOR OFFICERS (GOVERNING BODY). THERE MAY BE ADDITIONAL PERSONS. THE MEMBER MUST RECEIVE 2/3 VOTE TO BE ELECTED. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS MADE REQUIRE A 2/3 VOTE BY VOTING MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE CFO. IF NO REVISIONS NEED TO BE MADE, IT WILL THEN BE SUBMITTED TO THE TREASURER, FINANCE COMMITTEE, AND THE EXECUTIVE DIRECTOR FOR THEIR FINAL REVIEW. FORM 990, PART VI, SECTION B, LINE 15 ONCE RESUMES HAVE BEEN REVIEWED AND SCORED BY A COMMITTEE, THE TOP 10 INDIVIDUALS ARE SELECTED FOR AN INTERVIEW BY THE COMMITTEE. BASED ON RESPONSES TO INTERVIEW QUESTIONS, THE INDIVIDUALS ARE RATED AGAIN. THE TOP THREE ARE SELECTED FOR A SECOND INTERVIEW AND BASED ON THE SCORE ON SECOND INTERVIEW THE BEST CANDIDATE IS SELECTED BY THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE THROUGH WRITTEN REQUEST TO THE CHIEF ADMINISTRATIVE OFFICER. IT IS THEN SUBMITTED TO THE RELEVANT BOARD OFFICER. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 52,668. FORM 990, PART XI, LINE 2C THE DRAFT FINANCIAL STATEMENTS ARE REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FINALIZATION. ONCE APPROVED, THE AUDIT REPORT IS PRESENTED TO THE BOARD. FRIENDS OF WWOZ INC 1008 N PETERS STREET NEW ORLEANS LA 701163317 581702220 PUBLIC BROADCASTING RADIO STATION LA 501C(3) 4947(A)(1) NOJHFF 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRIENDS OF WWOZ INC B 1334120 CASH PAYMENTS