2025-11-07T13:08:53-06:00 2024-12-31 593040705 RIVERO GORDIMER & COMPANY PA 201 N FRANKLIN ST SUITE 2200 TAMPA FL 33602 990 2024-01-01 581910442 CLEARWATER JAZZ HOLIDAY FOUNDATION INC CLEA 7274615200 600 CLEVELAND ST STE 204 CLEARWATER FL 33755 STEVE WEINBERGER CEO 7274615200 2025-11-07 1 1 SAM A LAZZARA P01342929 8138757774 2024 2025-03-06 01:10:19Z VICTOR LUCAS PO BOX 7278 CLEARWATER FL 33758 594340 0 X WWW.CLEARWATERJAZZ.COM X 1989 FL THE ORGANIZATION CELEBRATES AND PROMOTES THE ART FORM OF JAZZ THROUGH YEAR-ROUND,INNOVATIVE MUSIC APPRECIATION AND INSTRUCTIONAL PROGRAMS, ONLINE EDUCATIONAL RESOURCES, SPECIAL FUNDING AND CREATIVE LEARNING EXPERIENCES SUPPORTED BY THE LONGSTANDING, ANNUAL FESTIVAL TRADITION, OTHER EVENTS, AND PARTNERS. 21 21 2 85 0 0 1054124 529566 776186 25970 16839 17922 47571 18857 1894720 592315 12641 18106 0 0 271200 272057 0 0 109416 1650726 439222 1934567 729385 -39847 -137070 775880 766606 72986 198623 702894 567983 X IT IS CLEARWATER JAZZ HOLIDAY FOUNDATION'S MISSION TO BE THE LEADING PROPONENT OF JAZZ ENTERTAINMENT AND EDUCATION IN FLORIDA THROUGH THE ANNUAL PRESENTATION OF A WORLD-CLASS, LIVE MUSIC FESTIVAL IN CLEARWATER, FLORIDA (CONTINUED ON SCHEDULE O) DURING THE THIRD WEEK OF OCTOBER AND TO PROMOTE TOURISM TO PINELLAS COUNTY AS A KEY COMPONENT OF THIS CELEBRATION. 0 0 390196 26952 CLEARWATER JAZZ HOLIDAY IS TAMPA BAY'S SIGNATURE MUSIC FESTIVAL WITH A 45-YEAR TRADITION OF DIVERSE, WORLD-CLASS PERFORMANCES AND SIGNIFICANT SUSTAINED CULTURAL AND ECONOMIC IMPACT. THE ANNUAL FESTIVAL TRADITION OCCURS EVERY OCTOBER. THE FESTIVAL HAS A JAZZFEST VIBE AND HAS EVOLVED INTO AN INTERNATIONAL, MULTI-GENRE CELEBRATION, WITH UNIQUE JAZZ HERITAGE, FEATURING A HIGH-PROFILE LINEUP OF LEGENDARY AND CONTEMPORARY ARTISTS. (CONTINUED ON SCHEDULE O) 99523 18106 ACCORDINGLY, WHILE CJH IS THE ORGANIZATION'S MAIN PROGRAM SERVICE, THE MONEY EARNED FROM CJH AND OTHER ANNUAL EVENTS IS USED NOT ONLY TO OPERATE THE ANNUAL FESTIVAL BUT ALSO TO FURTHER THE ORGANIZATION'S COMMUNITY IMPACT. THESE YEAR-ROUND INNOVATIVE INITIATIVES AND SOCIAL EVENTS ARE CHANGING LIVES AND PROVIDING SPECIAL EXPERIENCES FOR PEOPLE OF ALL AGES AND VARYING SOCIO-ECONOMIC BACKGROUNDS, FROM THE VERY YOUNG TO THE SENIOR COMMUNITY. THE ACTIVITIES ALSO PROMOTE PERSONAL AND COMMUNITY CULTURAL DEVELOPMENT, INSPIRE JAZZ/MUSIC APPRECIATION, CREATE AUDIENCES, AND INCREASE CULTURAL AWARENESS THROUGH YEAR-ROUND SOCIAL AND EDUCATIONAL OPPORTUNITIES. (CONTINUED ON SCHEDULE O) 489719 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 1 0 FL X STEVE WEINBERGER 7274615200 600 CLEVELAND ST STE 204 CLEARWATER FL 33755 VICTOR LUCAS PRESIDENT 5.00 X X 0 0 0 JOHN KURNIK VICE PRESIDENT 5.00 X X 0 0 0 LINDA LARKINS TREASURER 5.00 X X 0 0 0 DONNA YARBROUGH SECRETARY 3.00 X X 0 0 0 COLLIN HEIMENSEN DIRECTOR 1.00 X 0 0 0 CHRIS MCADOO DIRECTOR 1.00 X 0 0 0 LEE MAIDENBERG DIRECTOR 1.00 X 0 0 0 JENI MITCHELL DIRECTOR 1.00 X 0 0 0 BOB CHILDRESS DIRECTOR 1.00 X 0 0 0 CHRISTIE SULLIVAN DIRECTOR 1.00 X 0 0 0 DAVID RUPPEL DIRECTOR 1.00 X 0 0 0 CHRISTEN GONZALEZ DIRECTOR 1.00 X 0 0 0 TOM NURSE DIRECTOR 1.00 X 0 0 0 MELISSA HONEYCUTT DIRECTOR 1.00 X 0 0 0 JOANIE SIGAL DIRECTOR 1.00 X 0 0 0 DOUG WHITTINGTON DIRECTOR 1.00 X 0 0 0 MARK PERRY DIRECTOR 1.00 X 0 0 0 RALPH REID DIRECTOR 1.00 X 0 0 0 ALLON SAMS DIRECTOR 1.00 X 0 0 0 SUSAN FOLSOM DIRECTOR 1.00 X 0 0 0 NILS SEDWICK DIRECTOR 1.00 X 0 0 0 STEVE WEINBERGER CEO 60.00 X 177071 0 6000 177071 0 6000 1 0 1 0 TSUNAMI MARKETING 726 25TH AVENUE NORTH ST PETERSBURG FL 33704 EVENT MGMT 168639 1 8151 91750 429665 529566 MUSIC EVENTS 711130 25970 25970 25970 17922 17922 17982 8151 1102 16880 16880 1905 923 982 982 OTHER MISC INCOME 711300 939 939 SHIPPING INCOME 711300 56 56 995 592315 26952 0 35797 X 18106 18106 175072 87536 43768 43768 75231 28860 36152 10219 3590 1515 1288 787 18164 8447 5800 3917 166167 99700 16617 49850 2188 2188 8912 8912 107509 106521 646 342 76810 76810 7382 3202 4180 23844 11851 11993 903 903 652 652 12640 12027 80 533 TICKETING & CC PROCESSI 18747 18585 162 PROGRAM EXPENSES 6294 6294 VOLUNTARY SERVICES 5869 5869 EDUCATIONAL OUTREACH 1305 1305 729385 489719 130250 109416 235763 144777 425177 405831 111048 192067 2207 22898 5056 4023 1685 1033 775880 766606 72986 55976 0 142647 72986 198623 X 628087 515010 74807 52973 702894 567983 775880 766606 -137070 2159 0 X X 0 1 X 1 0 X 498514 1206131 736001 1054124 529566 4024336 76065 410921 555120 797740 26952 1866798 441 1054 1161 26017 995 29668 575020 1618106 1292282 1877881 557513 5920802 58499 65976 78659 62194 38610 303938 0 58499 65976 78659 62194 38610 303938 5616864 2682 780 1288 16839 17922 39511 2682 780 1288 16839 17922 39511 577702 1618886 1293570 1894720 575435 5960313 0.94240 0.93090 0.00660 0.00470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5056 4023 1033 1033 PREPAID MEMBERSHIPS 142647 142647 X 594474 2159 2159 592315 0 592315 729385 0 729385 0 729385 PART X, LINE 2: CLEARWATER JAZZ IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISIONS FOR INCOME TAXES HAVE BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED CLEARWATER JAZZ'S TAX POSITION AND CONCLUDED THAT NO UNCERTAIN TAX POSITIONS HAVE BEEN TAKEN THAT WOULD REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE INCOME TAX TOPIC OF THE FASB ASC. WITH FEW EXCEPTIONS, THE ORGANIZATION IS SUBJECT TO INCOME TAX EXAMINATIONS FOR UP TO THREE YEARS AFTER TAX RETURNS ARE FILED. JAZZ IN PARADISE 26133 8151 17982 950 152 26133 8151 17982 950 152 1102 16880 1 HIGH SCHOOL GRADUATE SCHOLARSHIPS 5 12000 SUMMER CAMP SCHOLARSHIPS 2 1106 PART I, LINE 2: THE ORGANIZATION HAS A LONG HISTORY OF PROVIDING SPECIAL FUNDING IN SUPPORT OF YOUTH MUSIC AND JAZZ EDUCATION INCLUDING ANNUAL CONTRIBUTIONS SCHOOL JAZZ ENSEMBLES AND BAND PROGRAMS; SCHOLARSHIPS TO STUDENTS WITH ASPIRING MUSIC, MUSIC EDUCATION, AND EVENT PRODUCTION CAREERS (PROVIDED THROUGH THE PINELLAS EDUCATION FOUNDATION); AND JAZZ CAMP SCHOLARSHIPS. AS IT RELATES TO MONITORING GRANT FUNDS PROVIDED TO OTHER ORGANIZATIONS THAT MEET THE MONETARY THRESHOLD REQUIREMENT, THE ORGANIZATION PROVIDES FINANCIAL SUPPORT, IN THE FORM OF AN ANNUAL GRANT, TO A PROMINENT YOUTH JAZZ BAND PROGRAM AT RUTH ECKERD HALL, SO THAT CERTAIN PARTICIPATING STUDENTS RECEIVE SPECIAL JAZZ INSTRUCTION AT NO COST OR AT A REDUCED COST. THE ORGANIZATION MAINTAINS REGULAR COMMUNICATION WITH THE JAZZ PROGRAM DIRECTOR TO TRACK THE PROGRESS OF THE STUDENTS, AND ALSO PROVIDES EXCITING PERFORMANCE OPPORTUNITIES FOR THE STUDENTS THROUGHOUT THE YEAR AT THE ORGANIZATION'S MONTHLY EVENTS, THE ANNUAL FESTIVAL, AND SPECIAL EVENTS WITH THE ORGANIZATION'S CORPORATE AND OUTREACH PARTNERS. IN THIS WAY, THE ORGANIZATION IS ABLE TO SEE THE MEANINGFUL BENEFITS THE STUDENTS RECEIVE FROM THESE OPPORTUNITIES. WHILE THERE ARE NO FORMAL FOLLOW-UP REPORTS WITH RUTH ECKERD HALL ABOUT THESE ACTIVITIES, THE ORGANIZATION'S CEO AND EDUCATION COMMITTEE REPORT UPDATES AT ITS BOARD MEETINGS, AND THE EDUCATION COMMITTEE EVALUATES THE RELATIONSHIP EACH YEAR IN RECOMMENDING CONTINUING INITIATIVES. X X 0 0 0 0 0 0 0 0 0 STEVE WEINBERGER CEO 164244 0 12827 0 0 0 0 0 6000 0 183071 0 0 0 SOLACE INSURANCE BOARD MEMBER 101909 BROKERS INSURANCE 1 SCHEDULE L, PART V - ADDITIONAL INFORMATION SOLACE INSURANCE IS OWNED BY BOB CHILDRESS, BOARD MEMBER. SOLACE INSURANCE ACTS AS THE BROKER FOR VARIOUS INSURANCE POLICIES FOR THE ORGANIZATION. THE AMOUNT DISCLOSED ON LINE 1, COLUMN C IS THE AMOUNT REMITTED TO SOLACE INSURANCE FOR INSURANCE POLICY PREMIUMS. THE AMOUNT OF ANY COMMISSIONS PAID TO SOLACE INSURANCE BY THE SEPARATE INSURANCE COMPANIES IS UNKNOWN TO THE ORGANIZATION. FORM 990, PART III, LINE 4A THE CITY OF CLEARWATER COMPLETED ITS IMAGINE CLEARWATER CONSTRUCTION PROJECT IN THE SUMMER OF 2023. UNFORTUNATELY, THE 2024 FESTIVAL (OCTOBER 17-20) WAS CANCELED DUE TO THE UNPRECEDENTED IMPACT OF HURRICANES HELENE AND MILTON, WHICH STRUCK WITHIN TWO WEEKS OF EACH OTHER. THE COMBINATION OF SAFETY CONCERNS, LOGISTICAL CHALLENGES, AND OTHER CRITICAL FACTORS MADE IT IMPOSSIBLE AND INFEASIBLE TO PROCEED WITH THE EVENT. THE ORGANIZATION IS NOW PREPARING FOR THE FESTIVAL TO RETURN TO ITS LONGTIME HOME ON THE WATERFRONT IN A BEAUTIFULLY REDESIGNED COACHMAN PARK, A UNIQUE SETTING THAT ACCOMMODATES THOUSANDS OF ATTENDEES. THE 2025 FESTIVAL IS PARTICULARLY MEANINGFUL AS WE CELEBRATE A "BACK TO OUR ROOTS" THEME WITH A REFRESHED FORMAT THAT EMBRACES THE FULL BEAUTY OF COACHMAN PARK AND THE WATERFRONT, RESTORING THE FESTIVAL'S BELOVED INTIMACY AND COMMUNITY SPIRIT, AND THE 2025 EXPERIENCE WILL ALSO FEATURE LATE AFTERNOON CONCERTS IN THE LOWER PLAZA AND ON THE PROMENADE PIER AHEAD OF THE EVENING HEADLINERS ON THE MAIN STAGE. CJH IS PRODUCED AND ORGANIZED BY THE CLEARWATER JAZZ HOLIDAY FOUNDATION, INC., A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION AND PROUD RECIPIENT OF THE 2016 CLEARWATER REGIONAL CHAMBER OF COMMERCE'S JUDGES' CHOICE NONPROFIT OF THE YEAR AWARD. EDUCATION AND COMMUNITY OUTREACH ARE CENTRAL TO THE ORGANIZATION'S MISSION. THE ORGANIZATION CELEBRATES AND PROMOTES THE ART FORM OF JAZZ YEAR-ROUND WITH INNOVATIVE MUSIC APPRECIATION AND INSTRUCTIONAL PROGRAMS, MEANINGFUL PERFORMANCE OPPORTUNITIES, TARGETED FUNDING INITIATIVES, ONLINE RESOURCES, CREATIVE LEARNING EXPERIENCES, AND BY CULTIVATING A DIVERSE, VIBRANT SOCIAL COMMUNITY. FORM 990, PART III, LINE 4B THESE OPPORTUNITIES IGNITE CREATIVITY, CULTIVATE MUSICIANSHIP, INSPIRE LIFELONG CAREERS IN MUSIC, AND FOSTER MEANINGFUL CONNECTIONS WHILE ENRICHING SKILLS AND BUILDING NEW AUDIENCES. ALL OF THESE ACTIVITIES ARE HIGHLIGHTED ONLINE AT THE CJH EDUCATION & OUTREACH AND CJH QUICK LOOK PAGES WHICH CONTAIN SEVERAL INFORMATIVE PHOTOS AND VIDEOS. CJH YEAR-ROUND EDUCATION & OUTREACH INITIATIVES INCLUDE THE FOLLOWING: HISTORY OF JAZZ OUTREACH - IMPACTS THOUSANDS OF MIDDLE AND UPPER ELEMENTARY SCHOOL STUDENTS WITH A LIVE, INTERACTIVE MUSIC EXPERIENCE TO LOCAL SCHOOLS (INCLUDING TITLE I SCHOOLS) AS WELL AS OTHER SPECIAL GROUPS. THE PROGRAM IS FREE AND CONSISTS OF A JAZZ EDUCATOR AND OUTREACH BAND OF PROFESSIONALS DELIVERING ENGAGING PRESENTATIONS, TELLING THE STORY OF JAZZ THROUGH MUSIC. THE PROGRAM IS ADAPTABLE AND ALSO REACHES CHILDREN WHOSE ABILITY TO PARTICIPATE ARE LIMITED BY GEOGRAPHY, ECONOMICS, CIRCUMSTANCE, OR DISABILITY. IN 2020, THE ORGANIZATION ALSO LAUNCHED ITS ONLINE STOP-TIME SERIES WITH FRANK WILLIAMS TO COMPLEMENT THE PROGRAM WITH A FREE COMPREHENSIVE HISTORY OF JAZZ VIDEO ARCHIVE DELIVERED IN FRANK'S ONE-OF-A-KIND STYLE. SEGMENTS ARE ALSO AVAILABLE IN AUDIO FORM ON A NEW YOUNG LIONS JAZZ MASTER "VIRTUAL" SESSIONS PODCAST - FREE ON ALL MAJOR PLATFORMS. MY JOURNEY WITH JAZZ - A MUSIC MENTORING PROJECT IN A UNIQUE GAME FORMAT DELIVERING A MEANINGFUL EXPERIENCE TO NEIGHBORHOOD FAMILY CENTER AFTER-SCHOOL AND SUMMER PROGRAMS IN ECONOMICALLY CHALLENGED COMMUNITIES. STUDENTS PARTICIPATE IN TEAMS BY ANSWERING QUESTIONS FROM CATEGORIES WITH GUIDED DISCOVERY. THERE IS ALSO A PERFORMANCE FINALE WHERE STUDENTS JOIN PROFESSIONAL MUSICIANS TO SHOWCASE WHAT THEY LEARNED. AT THE FINALES, STUDENTS READ SCRIPTED PARTS ABOUT IMPORTANT ERAS AND JAZZ LEGENDS. THE FINALES ARE TYPICALLY ALIGNED WITH MANDATORY PARENT MEETINGS OR OTHER FAMILY EVENTS. THE PROGRAM'S SESSIONS ARE AN INTERACTIVE MUSICAL JOURNEY THROUGH TIME. THE THEMES ARE: 1) NEW ORLEANS AND EARLY JAZZ; 2) THE SWING ERA; 3) BEBOP AND BEYOND; AND 4) JAZZ & THE WORLD. IN ADDITION TO INFLUENTIAL FIGURES, THE PROGRAM HIGHLIGHTS IMPORTANT PLACES AND PAINTS A PICTURE OF THE SOCIAL, POLITICAL, AND ECONOMIC CLIMATE FROM THE EMANCIPATION PROCLAMATION THROUGH THE INDUSTRIAL REVOLUTION AND BEYOND. IN THIS WAY, STUDENTS LEARN ABOUT SOCIAL ISSUES THAT SHAPED THE EVOLUTION OF THIS TRULY AMERICAN ART FORM, AND FROM THE VERY UNIQUE PERSPECTIVE OF MUSICIANS. STUDENTS ALSO LEARN ABOUT THE POWER OF THIS MUSIC TO HEAL AND BRIDGE CULTURES. IN 2020, THE ORGANIZATION LAUNCHED AN OFFSHOOT CALLED MY "VIRTUAL" JOURNEY WITH JAZZ TO COMPLEMENT THE TRADITIONAL PROGRAM WITH AN ONLINE RESOURCE TO REINFORCE THE IN-PERSON LEARNING. THIS VIRTUAL COMPONENT WILL ALSO PROVIDE EDUCATIONAL VIDEOS ABOUT JAZZ INSTRUMENTATION AND OTHER SPECIAL SUBJECTS. THESE RESOURCES, GEARED TOWARD A YOUNGER AUDIENCE, ARE ACCESSIBLE ONLINE, AND ARE BUILDING A NEXT GENERATION JAZZ AUDIENCE. STUDENTS ARE ALSO AWARDED CERTIFICATES OF RECOGNITION AS THEY COMPLETE THE IN-PERSON CYCLES. YOUNG LIONS JAZZ MASTER SESSIONS - A ONE-OF-A-KIND INSTRUCTIONAL EXPERIENCE FOR JAZZ STUDENTS WITH GROUP CLINICS, MASTER CLASS SESSIONS, AND PERFORMANCE OPPORTUNITIES INVOLVING UNIVERSITY JAZZ EDUCATORS AND LOCAL JAZZ PROFESSIONALS, FREE TO PARTICIPATING SCHOOLS. THE PROGRAM IS HELPING TO DEVELOP THE NEXT GENERATION OF PLAYERS WHO WILL CARRY ON THE JAZZ TRADITION. THE PEER-TO-PEER PERFORMANCE AND COLLABORATIVE ENVIRONMENT BRIDGES STUDENTS OF VARYING BACKGROUNDS, IMPROVES SOCIALIZATION SKILLS, ELEVATES PERFORMANCE ABILITY, AND BUILDS CONFIDENCE. IN 2020, THE ORGANIZATION LAUNCHED THE YOUNG LIONS JAZZ MASTER "VIRTUAL" SESSIONS, A SPECIAL PROGRAM ADOPTION, BY ENGAGING MUSICIANS TO OFFER LIVE MASTER CLASSES AND INSTRUMENT LESSONS. THESE VIRTUAL SESSIONS, ARCHIVED ONLINE IN "THE STUDIO", NOW COMPLEMENT THE TRADITIONAL IN-PERSON PROGRAMMING. ALL SESSIONS ARE ALSO AVAILABLE IN AUDIO FORM AS PART OF THE CJH'S FREE YOUNG LIONS JAZZ MASTER "VIRTUAL" SESSIONS PODCAST. GIVE THEM A STAGE PROGRAM - THE PROGRAM PROVIDES A YEAR-ROUND, PAID PERFORMANCE OPPORTUNITIES FOR YOUNG MUSICIANS, HELPING ASPIRING ARTISTS TO BUILD CONFIDENCE, HONE THEIR CRAFT, NETWORK, DEVELOP FANS, AND OFTEN PLAY WITH MORE ESTABLISHED PROFESSIONALS. CJH'S WIDE REACHING PLATFORM CREATES PERFORMANCE OPPORTUNITIES AT CJH PARTNER FUNCTIONS, VARIOUS VENUES, AND AT CJH EVENTS. AS PART OF THE PROGRAM, CJH SEEKS UNIQUE OPPORTUNITIES FOR LOCAL ARTISTS TO PERFORM AND HANDLES SCHEDULING. AS JAZZ IS THE PRIMARY FOCUS OF CJH'S EDUCATION & OUTREACH ACTIVITIES, MOST PROGRAM PERFORMANCE OPPORTUNITIES SPECIFICALLY HIGHLIGHT THE JAZZ GENRE. SPECIAL FUNDING - THE ORGANIZATION HAS A LONG HISTORY OF PROVIDING SPECIAL FUNDING IN SUPPORT OF YOUTH MUSIC AND JAZZ EDUCATION INCLUDING ANNUAL CONTRIBUTIONS TO MIDDLE SCHOOL AND HIGH SCHOOL JAZZ ENSEMBLES AND BAND PROGRAMS; SCHOLARSHIPS TO STUDENTS WITH ASPIRING MUSIC, MUSIC EDUCATION, AND EVENT PRODUCTION CAREERS; JAZZ CAMP SCHOLARSHIPS, AND SUPPORT TO YOUTH JAZZ PROGRAMS. LEARNING EXPERIENCES - THE ORGANIZATION IS ALSO KNOWN FOR UNIQUE, EVENT-BASED LEARNING EXPERIENCES. HIGH SCHOOL AND UNIVERSITY STUDENTS PARTICIPATE IN ALL FACETS OF EVENT PRODUCTION. COLLABORATIONS WITH EDUCATION PARTNERS, SUCH AS ST. PETERSBURG COLLEGE (SPC), ARE CREATING EXCITING LEARNING OPPORTUNITIES. ONE EXAMPLE IS A SPECIAL SERIES OF CLASSROOM DISCUSSIONS OFFERED AT NO COST TO SPC'S MUSIC INDUSTRY & RECORDING ARTS STUDENTS WHO GAIN REAL-WORLD INSIGHT INTO THE BUSINESS OF MUSIC, PLUS THE OPPORTUNITY TO VOLUNTEER/SHADOW, NETWORK, MEET INDUSTRY PROFESSIONALS, AND INTERN WITH CJH STAGE CREW, PRODUCTION, ARTIST HOSPITALITY, AND OPERATIONS. CJH PRESENTS MUSIC SERIES FKA WANDERLUST MUSIC SERIES - SMALLER SCALE, MUSIC SERIES BORN OUT OF THE PANDEMIC AND NOW A REGULAR PART OF CJH PROGRAMMING. THESE INTIMATE CONCERTS OCCUR AT UNIQUE VENUES INCLUDING PRIVATE BEACHES, ROOFTOPS, PARKS, WAREHOUSES, PERFORMING ARTS CENTERS, AND URBAN SQUARES - ALL CREATIVELY PRODUCED WITH THAT SPECIAL CJH TOUCH. THESE YEAR-ROUND EVENTS UNITE THE CJH COMMUNITY OF SUPPORT, SUPPORT MUSICIANS, AND GIVE THE ORGANIZATION ANOTHER PLATFORM TO RAISE FUNDS. THE EVENTS ARE ALSO OPPORTUNITIES TO CELEBRATE CJH'S COMMUNITY IMPACT. THE CJH PRESENTS MUSIC SERIES HAS STAGED NEARLY 130 BANDS AT 75 EVENTS ACROSS 11 VENUES SINCE 2020, REACHING MORE THAN 10,000 ATTENDEES. OVERALL, THE ORGANIZATION'S JAZZ APPRECIATION, INSTRUCTIONAL, AND PERFORMANCE PROGRAMS ARE IMPORTANT. THE APPRECIATION INITIATIVES SPEAK TO CULTURAL COMMUNITY DEVELOPMENT AND BUILDING A NEW GENERATION JAZZ AUDIENCE. STUDENTS ARE RARELY EXPOSED TO THE TYPE AND QUALITY OF THIS OUTREACH THAT EDUCATES, INSPIRES MUSICIANSHIP, AND PROVIDES A SPECIAL APPRECIATION FOR JAZZ. THE INSTRUCTIONAL PROGRAMS ARE HELPING STUDENTS AND BAND DIRECTORS ELEVATE THEIR SKILLS AND ARE MAKING MEANINGFUL CONNECTIONS. MOREOVER, THE MANY UNIQUE PERFORMANCE OPPORTUNITIES ARE ALSO PLATFORMS FOR PERSONAL GROWTH AND DEVELOPMENT, EFFECTIVELY LIFTING UP THE NEW PERFORMERS CARRYING ON THE JAZZ TRADITION. THE ORGANIZATION WAS ALSO RECENTLY PRESENTED WITH THE PINELLAS COUNTY MUSIC EDUCATORS ASSOCIATION'S FRIEND OF THE ARTS AWARD FOR CLEARWATER JAZZ HOLIDAY FOUNDATION'S DEDICATION AND SUPPORT TO PINELLAS SCHOOLS, EDUCATORS, AND STUDENTS. LASTLY, TOURISM REMAINS AN INTEGRAL FOCUS, ROOTED IN THE ORIGINS OF OUR ANNUAL FESTIVAL AS A CHAMBER OF COMMERCE EVENT DESIGNED TO ATTRACT VISITORS. WE STRIVE TO CREATE A ONE-OF-A-KIND DESTINATION EXPERIENCE WITH THE FESTIVAL THROUGH A HIGH-PROFILE LINEUP, UNIQUE AND DIVERSE PROGRAMMING, AND THE UNPARALLELED BACKDROP OF CLEARWATER'S WATERFRONT. BY SHOWCASING THE REGION'S NATURAL BEAUTY AND CULTURAL APPEAL, WE GENERATE SUBSTANTIAL ECONOMIC IMPACT, STRENGTHENING THE LOCAL ECONOMY THROUGH VISITOR SPENDING ON LODGING, ATTRACTIONS, AND LOCAL BUSINESSES. OUR STRATEGIC MARKETING HIGHLIGHTS THE AREA'S PRIZED FEATURES, PROMOTING CLEARWATER AS A PREMIER TOURIST DESTINATION. THE ORGANIZATION'S YEAR-ROUND ACTIVITY IS ALSO A PLATFORM TO ENGAGE AND CONNECT CJH PARTNERS, DONORS, AND OTHER SUPPORTERS, AND RAISE AWARENESS OF THE COMMUNITY IMPACT. FORM 990, PART VI, SECTION A, LINE 8B THE GOVERNING BODY GRANTS AUTHORITY TO VARIOUS STANDING COMMITTEES TO ACT ON ITS BEHALF WITH ACTIVITIES IN SUPPORT OF THE ORGANIZATION'S MISSION. MANY OF THE COMMITTEE MEETINGS RESULT IN RECOMMENDATIONS, WHICH ARE THEN TAKEN TO THE GOVERNING BODY FOR REVIEW AND APPROVAL IN ORDER TO PROCEED. IN INSTANCES WHERE A COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY, THE COMMITTEE PROVIDES THE GOVERNING BODY WITH THE SPECIFIC DETAILS OF THE ACTIONS TAKEN. THIS INFORMATION IS PROVIDED AT THE NEXT MEETING OF THE GOVERNING BODY, WHICH MEETINGS ARE DOCUMENTED WITH MINUTES. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE PREPARER EMAILS A COPY OF THE FINAL VERSION OF THE FORM 990 TO THE FOUNDATION'S FINANCE COMMITTEE, COMPRISED OF SELECT MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. THE FOUNDATION TREASURER CHAIRS THE COMMITTEE AND FACILITATES REVIEW AND DISCUSSION. THE FINANCE COMMITTEE ADVISES THE FULL BOARD OF ITS REVIEW. A FINAL COPY OF THE FORM 990 IS ALSO MADE AVAILABLE TO MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE FINANCE COMMITTEE IS AVAILABLE TO FIELD INQUIRIES. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY THE PRESIDENT DISTRIBUTES ANNUAL COI POLICY AND DISCLOSURE FORMS TO THE ENTIRE BOARD AT THE BEGINNING OF THE YEAR, THE SECRETARY COLLECTS AND FORWARDS THE SIGNED FORMS TO THE GOVERNANCE COMMITTEE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PERIODICALLY REVIEWS COMPENSATION FOR ALL EMPLOYEES UTILIZING GENERALLY-AVAILABLE MARKET DATA COMPENSATION PROCESS FOR OFFICERS THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PERIODICALLY REVIEWS COMPENSATION FOR ALL EMPLOYEES UTILIZING GENERALLY-AVAILABLE MARKET DATA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ARTIST FEES: PROGRAM SERVICE EXPENSES 87,247. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,247. EVENT SERVICES: PROGRAM SERVICE EXPENSES 17,677. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,677. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 1,597. MANAGEMENT AND GENERAL EXPENSES 646. FUNDRAISING EXPENSES 342. TOTAL EXPENSES 2,585. FORM 990, PART XII, LINE 2C: THERE IS NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR.