Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
THE AFRO LATIN JAZZ ALLIANCE INC
Employer identification number
26-0670214
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2011.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2010.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
131,424
88,302
155,869
301,997
127,621
805,213
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
45,239
15,524
12,752
5,843
79,358
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
131,424
133,541
171,393
314,749
133,464
884,571
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
40,239
40,239
c
Add lines 7a and 7b..
40,239
40,239
8
Public Support (Subtract line 7c from line 6.)
844,332
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
9
Amounts from line 6...
131,424
133,541
171,393
314,749
133,464
884,571
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
131,424
133,541
171,393
314,749
133,464
884,571
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2011 (line 8 column (f) divided by line 13 column (f))
.........
15
95.450 %
16
Public support percentage from 2010 Schedule A, Part III, line 15
...............
16
94.640 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2011 (line 10c column (f) divided by line 13 column (f))
......
17
0 %
18
Investment income percentage from 2010 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2011.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2010.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2011
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
THE AFRO LATIN JAZZ ALLIANCE INC
Employer identification number
26-0670214
Identifier
Return Reference
Explanation
OTHER EXPENSES
FORM 990-EZ, PART I, LINE 16
EXPENSES BANK CHARGES 62 BUS REGISTRATION FEES 61 CD EXPENSE 880 COMMISSIONS 900 CONTRACT FEES 38,815 DUES AND FEES 50 EQUIP RENTAL 491 HALL RENTAL 1,389 MARKETING 2,270 MEALS AND ENTERTAINMENT 473 MISC EXPENSE 3,050 OFFICE EXP 2,375 OFFICE SUPPLIES 696 POSTAGE 428 PRINTING EXP 578 PUBLICITY 20 RECORDING EXP 1,000 RENT EXP 390 SHOW EXP 2,467 SOUND EQUIP 250 SUPPLIES 397 TELEPHONE 375 TRAVEL EXP 7,533 TRAVEL TO CUBA 5,800 TRAVEL AND MEETINGS 219 TRAVEL LICENSES 1,016 UNION FEES 200 TOTAL 72,185
PRIMARY EXEMPT PURPOSE
FORM 990-EZ, PART III
THE AFRO-LATIN JAZZ ALLIANCE IS DEDICATED TO PRESERVING THE MUSIC AND HERITAGE OF BIG BAND LATIN JAZZ, SUPPORTING ITS PERFORMANCE FOR NEW AUDIENCES, AND EDUCATING YOUNG PEOPLE IN THE UNDERSTANDING AND PERFORMANCE OF THIS IMPORTANT TREASURE.
FIRST ACCOMPLISHMENT
FORM 990-EZ, PART III, LINE 28
PERFORMANCE THERE EXISTS A LARGE AND UNIQUE REPERTOIRE WITHIN THE BIG BAND GENRE THAT REQUIRES MUSICIANS WHO ARE KNOWLEDGEABLE ABOUT LATIN RHYTHMS, CLAVE, AND AFRICAN-BASED PERCUSSION INSTRUMENTS, AS WELL AS MODERN JAZZ AND SWING. THE AFRO LATIN JAZZ ORCHESTRA (ALJO) PERFORMS COMPOSITIONS OF THE MASTERS SUCH AS MACHITO, TITO PUENTE, CHICO O'FARRILL, ASTOR PIAZZOLA, ANTONIO CARLOS JOBIM, HERMETO PASCOAL, AND OTHERS, AND KEEPS THIS CULTURALLY RICH TRADITION ALIVE BY CONTINUING TO COMMISSION NEW WORKS. THE ALJO IS CURRENTLY IN ITS FOURTH SEASON IN RESIDENCE AT SYMPHONY SPACE ON MANHATTAN'S UPPER WEST SIDE, WHERE IT CONTINUES TO PERFORM THE FULL RANGE OF AFRO LATIN JAZZ FROM ALL OVER THE WORLD. THE ALJO ALSO PERFORMS NATIONALLY AND INTERNATIONALLY TO CRITICAL ACCLAIM, AND IT HAS RECORDED THREE ALBUMS TO DATE, HIGHLIGHTING THE AFRO LATIN JAZZ CANON AS WELL AS NEW WORKS BY AN ASSORTMENT OF COMPOSERS.
SECOND ACCOMPLISHMENT
FORM 990-EZ, PART III, LINE 29
EDUCATION CURRENTLY IN ITS FIFTH ACADEMIC YEAR, THE AFRO LATIN JAZZ ACADEMY OF MUSIC (ALJAM) IS AN IN-SCHOOL RESIDENCY PROGRAM DEDICATED TO PROVIDING INSTRUMENT AND ENSEMBLE INSTRUCTION TO UNDER-PRIVILEGED MIDDLE AND HIGH SCHOOL STUDENTS THROUGHOUT NEW YORK CITY. ALJAM GIVES STUDENTS THE TOOLS TO DEVELOP THEIR MUSICIANSHIP AND EXPRESS THEMSELVES THROUGH MUSIC. MEMBERS OF THE AFRO LATIN JAZZ ORCHESTRA AND OTHER MASTER TEACHING ARTISTS FORM A CORE TEACHING TEAM THAT WORKS WITH STUDENTS TWICE A WEEK FOR THE FULL ACADEMIC YEAR. STUDENTS ARE GIVEN INSTRUMENTS TO PRACTICE AND THEY PERFORM FOR THEIR PEERS, FAMILIES, AND COMMUNITIES AT ANNUAL CONCERTS THROUGHOUT THE ACADEMIC YEAR. ALJAM OPERATES TODAY AT THE BUSINESS OF SPORTS SCHOOL (BOSS) IN MANHATTAN AND THE URBAN ASSEMBLY BRONX STUDIO SCHOOL FOR WRITERS AND ARTISTS IN THE HUNTS POINT NEIGHBORHOOD OF THE SOUTH BRONX.
THIRD ACCOMPLISHMENT
FORM 990-EZ, PART III, LINE 30
PRESERVATION THE ALJA IS DEDICATED TO PRESERVING THE MUSIC AND HERITAGE OF BIG BAND LATIN JAZZ, AND IT MAINTAINS A WORLD-CLASS COLLECTION OF LATIN JAZZ MUSICAL SCORES AND RECORDINGS. THE ALLIANCE IS ALSO DEEPLY COMMITTED TO ADVANCING THE ART FORM OF AFRO LATIN JAZZ AND ANNUALLY COMMISSIONS NEW WORKS BY SOME OF THE WORLD'S LEADING COMPOSERS. IN THE PAST SEVERAL YEARS THE ALJA HAS COMMISSIONED WORKS AND BIG BAND ARRANGEMENTS BY GABRIEL ALEGRA, DAVID BIXLER, EDMAR CASTANEDA, VIJAY IYER, GUILLERMO KLEIN, PABLO MAYOR, ARTURO O'FARRILL, DAFNIS PRIETO, MICHELE ROSEWOMAN, EMILIO SOLLA, PAPO VAZQUEZ, BILL WARE, MIGUEL ZENN, AND MANY OTHERS.
ALL OTHER ACCOMPLISHMENT
FORM 990-EZ, PART III, LINE 31
TOTAL PROGRAM EXPENSES
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.