2024-05-14T18:27:35-05:00 2023-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-07-01 453268077 THE FOUNDATION FOR SFJAZZ FOUN 4152830341 201 FRANKLIN STREET SAN FRANCISCO CA 94102 GREG STERN CHIEF EXECUTIVE OFFICER 4152830341 2024-05-13 1 GREG STERN 999009999 0 MAGA E KISRIEV P01008919 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREG STERN 201 FRANKLIN STREET SAN FRANCISCO CA 94102 22099959 0 X WWW.SFJAZZ.ORG X 2011 CA TO PROMOTE THE GROWTH AND EVOLUTION OF JAZZ MUSIC IN THE SAN FRANCISCO BAY AREA. 3 1 0 1 0 0 0 250000 0 0 1060488 4234866 0 0 1060488 4484866 828267 134788 0 0 0 0 0 0 0 30792 48393 859059 183181 201429 4301685 20794444 22881526 367584 383837 20426860 22497689 X THE FOUNDATION FOR SFJAZZ IS A CA NON-FOR-PROFIT CORPORATION ORGANIZED ON SEPTEMBER 14, 2011. THE FOUNDATION, WHOSE SOLE MEMBER IS SAN FRANCISCO JAZZ ORGANIZATION, WAS SPECIFICALLY ORGANIZED FOR THE EXCLUSIVE BENEFIT OF THE ORGANIZATION. THE FOUNDATION WILL RECEIVE, HOLD, AND INVEST ASSETS FOR THE BENEFIT OF SFJAZZ, THE PROCEEDS OF WHICH WILL BE USED TO PROVIDE FINANCIAL SUPPORT FOR BOTH THE OPERATIONS AND CAPITAL PROJECTS OF SFJAZZ ORGANIZATION. 0 0 134788 134788 0 THE FOUNDATION RECEIVES, HOLDS, AND INVESTS ASSETS FOR THE BENEFIT OF SFJAZZ, THE PROCEEDS OF WHICH WILL BE USED TO PROVIDE FINANCIAL SUPPORT FOR BOTH THE OPERATIONS AND CAPITAL PROJECTS OF SFJAZZ ORGANIZATION. 134788 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X JUDY GUM 4157306407 201 FRANKLIN STREET SAN FRANCISCO CA 94102 GREG STERN CEO 1.00 40.00 X X 0 338542 3460 RANDALL KLINE FOUNDER & EXECUTIVE ARTIST 1.00 40.00 X X 0 286989 16602 ALAN ROBIN BOARD MEMBER 1.00 0.00 X 0 0 0 0 625531 20062 0 0 1 0 0 250000 250000 250000 461513 461513 21388446 17615093 3773353 3773353 3773353 4484866 0 0 4234866 134788 134788 48083 48083 210 210 TAXES & LICENSES 100 100 183181 134788 48393 0 127292 0 137856 1126 2500 198169 34386 20277695 21951000 250000 249101 446845 20794444 22881526 367584 383837 367584 383837 X 7302820 6746656 13124040 15751033 20426860 22497689 20794444 22881526 4301685 -2230856 0 X 0 1 X 1 0 X X 1 SF JAZZ ORGANIZATION 942990335 10 1 134788 0 1 134788 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20608535 1199059 1956023 1084057 22679560 24810197 201283 3373396 1209549 20608535 20678073 90568 4993556 952000 24810197 20379537 38754 1179782 920000 20678073 18999144 987174 1263219 870000 20379537 0.38877 0.00000 0.61123 0 0 0 INTERCOMPANY PAYABLES 383837 383837 X PART X, LINE 2: SFJAZZ ORGANIZATION AND THE FOUNDATION HAVE BEEN CLASSIFIED AS PUBLICLY SUPPORTED, TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ARE EXEMPT FROM CALIFORNIA FRANCHISE TAXES UNDER REVENUE AND TAXATION CODE SECTION 23701D. AS OF JUNE 30, 2023, 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. 1 SAN FRANCISCO JAZZ ORGANIZATION 201 FRANKLIN ST SAN FRANCISCO CA 94102 942990335 501(C)(3) 134788 0 IN SUPPORT OF THEIR OPERATIONS 1 0 PART I, LINE 2: THE FOUNDATION HOLDS AND INVESTS ASSETS FOR THE BENEFIT OF SF JAZZ ORGANIZATION, THE PROCEEDS OF WHICH WILL BE USED TO PROVIDE FINANCIAL SUPPORT FOR BOTH THE OPERATIONS AND CAPITAL PROJECTS OF SF JAZZ ORGANIZATION. 0 0 0 0 0 0 0 0 0 GREG STERN CEO 0 338542 0 0 0 0 0 0 0 3460 0 342002 0 0 RANDALL KLINE FOUNDER & EXECUTIVE ARTIST 0 286989 0 0 0 0 0 3250 0 13352 0 303591 0 0 SCHEDULE J, PART I, LINE 3 SAN FRANCISCO JAZZ ORGANIZATION, THE SUPPORTED ORGANIZATION, USED COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT OF A SIMILAR ORGANIZATION, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. X 1 250000 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER REFLECTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B HOOD & STRONG FORWARDED THE COMPLETED FORM 990 TO THE CFO, 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 CFO, AND EITHER THE CFO 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 THE FOUNDATION FOR SFJAZZ. 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). SAN FRANCISCO JAZZ ORGANIZATION 201 FRANKLIN STREET SAN FRANCISCO CA 94102 942990335 TO PROMOTE THE GROWTH AND EVOLUTION OF JAZZ MUSIC CA 501(C)(3) LINE 10 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1