Nonprofit · EIN 52-1544030
HERBIE HANCOCK INSTITUTE OF JAZZ
Tax-exempt · WASHINGTON, DC 20015
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,863,373 | $4,043,820 | -$180,447 | $3,475,133 | $1,695,935 | $1,779,198 |
| December 31, 2023 | 990 | $3,563,942 | $2,903,120 | $660,822 | $3,835,714 | $1,876,069 | $1,959,645 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,864,414
- of which government grants
- $2,414,137
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- -$1,041
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $180,000
- Other salaries and wages
- $614,367
- Salaries, compensation and benefits (total)
- $950,441
- Professional fundraising fees
- $0
- Accounting fees
- $28,117
- Occupancy
- $231,650
- Travel
- $1,061,921
- Depreciation
- $1,802
- Program services (functional)
- $3,702,684
- Management and general (functional)
- $232,953
- Fundraising (functional)
- $108,183
Balance sheet and other
- Total assets, start of year
- $3,835,714
- Total assets, end of year
- $3,475,133
- Total liabilities, end of year
- $1,695,935
- Net assets, end of year
- $1,779,198
- Land, buildings and equipment
- $3,676
- Publicly traded securities
- $1,541
- Net assets without donor restrictions
- -$96,937
- Net assets with donor restrictions
- $1,876,135
- Gross receipts
- $3,863,373
- Employees
- 7
- Volunteers
- 20
- Year formed
- 1987
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS CARTER | President Trustee or director, Officer | 40 | $180,000 |
| JAMES W DYAS | VP EDU/CURRICULUM | 40 | $139,200 |
| MICHELLE M DAY | VP, OPERATIONS | 40 | $136,000 |
| KAMIL WALJI | MGR STRAT PTRSHPS | 40 | $110,000 |
| HERBIE HANCOCK | INSTITUTE CHAIR Trustee or director, Officer | 8 | $0 |
| IRINA BOKOVA | Trustee Trustee or director | 3 | $0 |
| Frank O Gehry | Trustee Trustee or director | 3 | $0 |
| BRETT HART | Trustee Trustee or director | 3 | $0 |
| DEE DEE Bridgewater | Trustee Trustee or director | 3 | $0 |
| Marcus Miller | Trustee Trustee or director | 3 | $0 |
| ROBERT J PILON | Trustee Trustee or director | 3 | $0 |
| JAMES FARMER | Treasurer Trustee or director, Officer | 5 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS CARTER | President Trustee or director, Officer | 40 | $165,000 |
| JAMES W DYAS | VP EDU/CURRICULUM | 40 | $139,200 |
| MICHELLE M DAY | VP, OPERATIONS | 40 | $136,000 |
| KAMIL WALJI | MGR STRAT PTRSHPS | 40 | $100,833 |
| HERBIE HANCOCK | INSTITUTE CHAIR Trustee or director, Officer | 8 | $0 |
| IRINA BOKOVA | Trustee Trustee or director | 3 | $0 |
| Frank O Gehry | Trustee Trustee or director | 3 | $0 |
| BRETT HART | Trustee Trustee or director | 3 | $0 |
| DEE DEE Bridgewater | Trustee Trustee or director | 3 | $0 |
| Marcus Miller | Trustee Trustee or director | 3 | $0 |
| ROBERT J PILON | Trustee Trustee or director | 3 | $0 |
| JAMES FARMER | Treasurer Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 5225 WISCONSIN AVE NW STE 605, WASHINGTON, DC 20015-2024
- Principal officer (990 for 2024)
- THOMAS CARTER, 5225 WISCONSIN AVENUE NW 605, WASHINGTON, DC 20015
- Signed the 990
- JAMES FARMER, Treasurer
- Phone
- (202) 364-7272
- Website
- WWW.hancockiNSTITUTE.ORG
- Return prepared by
- DUNHAM AUKAMP & RHODES PLC
Mission
TO OFFER THE WORLD'S MOST PROMISING YOUNG MUSICIANS COLLEGE LEVEL TRAINING BY INTERNATIONALLY RENOWNED JAZZ MASTERS AND TO PRESENT PUBLIC SCHOOL JAZZ EDUCATION PROGRAMS FOR YOUNG PEOPLE AROUND THE WORLD.
Program accomplishments
- INTERNATIONAL PROGRAMS - THE INSTITUTE OFFERS EDUCATIONAL AND CULTURAL PROGRAMS INCLUDING SPECIAL PERFORMANCES, TOURS AND INTERNATIONAL JAZZ DAY PROGRAMS THAT REACH PEOPLE WORLDWIDE. THE UNITED NATIONS EDUCATIONAL, SCIENTIFIC AND CULTURAL ORGANIZATION (UNESCO) DESIGNATED APRIL 30 AS INTERNATIONAL JAZZ DAY IN ORDER TO HIGHLIGHT JAZZ AND ITS DIPLOMATIC ROLE OF UNITING PEOPLE IN ALL CORNERS OF THE GLOBE. THE FIRST INTERNATIONAL JAZZ DAY TOOK PLACE ON APRIL 30, 2012. AS THE LEAD NONPROFIT ORGANIZATION CHARGED WITH PLANNING AND PROMOTING THIS ANNUAL CELEBRATION, THE INSTITUTE PRESENTS HIGH-PROFILE CONCERTS AND EDUCATION PROGRAMS FEATURING DOZENS OF WORLD-RENOWNED MUSICIANS. SINCE 1995, THE INSTITUTE HAS PRESENTED CULTURAL, EDUCATIONAL AND DIPLOMATIC TOURS, MANY IN PARTNERSHIP WITH THE U.S. DEPARTMENT OF STATE, IN MORE THAN 30 COUNTRIES AROUND THE WORLD.Expenses $1,816,506
- JAZZ IN THE CLASSROOM - The Institute presents Jazz in the Classroom programs in public schools around the world, exposing young people to the cultural richness of jazz. Master classes, workshops and concerts are presented by leading jazz musicians and educators to help students with their musical instrument training, foster a sense of creativity and self-esteem, and provide role models. Jazz in the classroom brings music educators and major jazz artists into public schools in Washington, DC, Los Angeles, CA and other cities to teach and mentor students.Expenses $882,763
- HERBIE HANCOCK INSTITUTE OF JAZZ PERFORMANCE - In September 1995, the Institute established a two-year, accredited, college level program for gifted young musicians to study on a full-time basis. The program offers a Master's degree in jazz performance. The students selected for the program study tuition-free with full room and board stipends provided.Expenses $628,347
- HANCOCK JAZZ COMPETITION - THE HERBIE HANCOCK INSTITUTE OF JAZZ INTERNATIONAL COMPETITION IS RECOGNIZED AS THE WORLD'S MOST PRESTIGIOUS JAZZ COMPETITION AND HAS LAUNCHED A NUMBER OF MAJOR PROFESSIONAL JAZZ CAREERS. THE COMPETITION OFFERS YOUNG ASPIRING MUSICIANS FROM AROUND THE WORLD THE OPPORTUNITY TO RECEIVE SCHOLARSHIP AWARDS, AS WELL AS PERFORMANCE OPPORTUNITIES AND INTERNATIONAL EXPOSURE.Expenses $200,987
- CURRICULUM - TO PROVIDE AN ONGOING EDUCATION ABOUT JAZZ FOR STUDENTS, THE HERBIE HANCOCK INSTITUTE OF JAZZ HAS DEVELOPED JAZZ IN AMERICA: THE NATIONAL JAZZ CURRICULUM (WWW.JAZZINAMERICA.ORG) AN INTERNET-BASED CURRICULUM FOR PUBLIC SCHOOL STUDENTS. THE CURRICULUM PRESENTS A HISTORICAL OVERVIEW, EXAMINES CHARACTERISTICS OF VARIOUS JAZZ STYLES, HIGHLIGHTS CONTRIBUTIONS OF IMPORTANT PERFORMERS AND COMPOSERS, AND, EXPLORES THE SOCIAL, ECONOMIC AND POLITICAL CONTEXTS WITHIN WHICH JAZZ EVOLVED.Expenses $174,081
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1544030
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A680)
- Assets (IRS master file)
- $3,475,133
- Income (IRS master file)
- $3,863,373
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,863,373 | $4,043,820 | $3,475,133 | XML |
| 990 | December 2023 | $3,563,942 | $2,903,120 | $3,835,714 | XML |
| 990 | December 2022 | $2,592,623 | $2,761,548 | $2,816,334 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1544030).
Questions about HERBIE HANCOCK INSTITUTE OF JAZZ
- What is the EIN of HERBIE HANCOCK INSTITUTE OF JAZZ?
- The employer identification number (EIN) of HERBIE HANCOCK INSTITUTE OF JAZZ is 52-1544030.
- Is HERBIE HANCOCK INSTITUTE OF JAZZ tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to HERBIE HANCOCK INSTITUTE OF JAZZ tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERBIE HANCOCK INSTITUTE OF JAZZ file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERBIE HANCOCK INSTITUTE OF JAZZ due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERBIE HANCOCK INSTITUTE OF JAZZ last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HERBIE HANCOCK INSTITUTE OF JAZZ?
- The 990 for the year ended December 31, 2024 names THOMAS CARTER.
- Who are the officers and directors of HERBIE HANCOCK INSTITUTE OF JAZZ?
- The 990 for the year ended December 31, 2024 lists 12 people; 4 received compensation from the organization, the highest $180,000 (THOMAS CARTER, President).
- How much revenue does HERBIE HANCOCK INSTITUTE OF JAZZ have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,863,373, expenses of $4,043,820 and total assets of $3,475,133 at year end.
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