Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 92,978 | 133,370 | 105,613 | 136,455 | 127,740 | 596,156 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 92,978 | 133,370 | 105,613 | 136,455 | 127,740 | 596,156 |
| 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).. | 527,577 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 68,579 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 92,978 | 133,370 | 105,613 | 136,455 | 127,740 | 596,156 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 0 | |||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 0 | |||||
| 11 | Total support. Add lines 7 through 10. | 596,156 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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...... | ||||||
| 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. | ||||||
| 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. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Current Year Facts and Circumstances: The Charles Wixon Berger Foundation for Children & Music (CWB) meets the facts and circumstances test as follows: Representative governing body. CWBs Board of Directors is comprised of individuals with specialized knowledge and expertise in the field in which the organization operates and community leaders, including educators, who represent a broad cross-section of the view and interests of the community. Joel Beller, who joined the board since the close of Fiscal Year 2015, is an educator and 40-year veteran of the New York City public school system, having served as a teacher, assistant principal, and principal. He was also an assistant professor at Hunter College of the City University of New York. Joseph Berger is a musician and teacher in New York City. He is the owner of music school Hey Joe Guitar, founded in 2007, and its instructors have taught more than 2,000 adults and children to learn a musical instrument. Mr. Berger formerly taught music at The International High School, a public high school set up for the children of recent immigrants. At that school, Joe raised funds for additional instruments for the school and it gave him the idea to start a nonprofit organization dedicated to provide music programs in public schools in underprivileged neighborhoods. Thomas H. Carmody is a marketing and start-up strategist and former New Yorker with a passion for childrens causes. He is a former director of marketing at Nike, the former CEO of Brooks Athletic Company, and the former senior vice-president and general manager of North American operations at Reebok. Mr. Carmody has a total of more than 40 years experience as a marketing executive and in public service as a deputy district attorney. Lisa Wixon is a former journalist and current author who has focused on poverty, social justice and politics. Her works have been published by Harper-Collins and her opinion pieces have appeared in The Washington Post, USA Today and Forbes, among other publications. Availability of public facilities or services: CWB provides services directly for the benefit of the general public on a continuing basis through music programs in at-risk public schools, which have very high poverty rates among their students and could not otherwise provide the educational opportunities that CWB delivers. Numerous studies have shown that helping school children succeed in the arts improves students self esteem as well as academic performance. CWB expands on its regular in-school music programs with a free Saturday school program that provides some of the most motivated children with a safe haven to continue practicing and performing. CWBs Summer Camp program is hugely successful, providing desperately needed services when public schools close for summer, and children lose access to their typical support and structure. In the neighborhoods CWB serves, community centers do not have sufficient funding for childrens programs. CWB has worked with the principals in public schools in these neighborhoods to allow CWB to place Summer Camp in the schools for motivated children. In this year the program was expanded to include breakfast and lunch for these children. Public participation in programs or policies: CWBs programs are based upon the support of public schools and their principals, and the participation of the schools administration and students. The Summer Camp program has strong public support not only from the public schools who allow CWB to operate within them, but also from community centers in who have donated additional space and supervision. Recently, Darlene Mealy, City Council Member for Brooklyns 41st District, publicly announced that one of the schools CWB serves (PS 137) is the new Fame school. General public fundraising: CWB is most visible in the at-risk schools and communities that it serves with free music instruction, and CWB does not ask the schools or parents of students to pay anything to participate. Since Thomas J. Carmody joined the board, with his vast marketing experience, CWB has been working on broad public outreach and fundraising, updated the existing website and other marketing materials, and is developing continued marketing efforts to raise increased funds from the general public. CWB has used various tools to solicit public contributions, including fundraising events and personal appeals. The organization is devising a development plan that will include a special year-end fundraising initiative to raise additional funds from new individual donors who have not previously donated to the organization. Prior Year Facts and Circumstances: The Charles Wixon Berger Foundation for Children & Music (CWB) meets the facts and circumstances test as follows:Representative governing body. CWBs Board of Directors is comprised of individuals with specialized knowledge and expertise in the field in which the organization operates and community leaders, including educators, who represent a broad cross-section of the view and interests of the community. Joel Beller, who joined the board since the close of Fiscal Year 2015, is an educator and 40-year veteran of the New York City public school system, having served as a teacher, assistant principal, and principal. He was also an assistant professor at Hunter College of the City University of New York. Joseph Berger is a musician and teacher in New York City. He is the owner of music school Hey Joe Guitar, founded in 2007, and its instructors have taught more than 2,000 adults and children to learn a musical instrument. Mr. Berger formerly taught music at The International High School, a public high school set up for the children of recent immigrants. At that school, Joe raised funds for additional instruments for the school and it gave him the idea to start a nonprofit organization dedicated to provide music programs in public schools in underprivileged neighborhoods. Thomas H. Carmody is a marketing and start-up strategist and former New Yorker with a passion for childrens causes. He is a former director of marketing at Nike, the former CEO of Brooks Athletic Company, and the former senior vice-president and general manager of North American operations at Reebok. Mr. Carmody has a total of more than 40 years experience as a marketing executive and in public service as a deputy district attorney. Lisa Wixon is a former journalist and current author who has focused on poverty, social justice and politics. Her works have been published by Harper-Collins and her opinion pieces have appeared in The Washington Post, USA Today and Forbes, among other publications.Availability of public facilities or services: CWB provides services directly for the benefit of the general public on a continuing basis through music programs in at-risk public schools, which have very high poverty rates among their students and could not otherwise provide the educational opportunities that CWB delivers. Numerous studies have shown that helping school children succeed in the arts improves students self esteem as well as academic performance.CWB expands on its regular in-school music programs with a free Saturday school program that provides some of the most motivated children with a safe haven to continue practicing and performing. CWBs Summer Camp program is hugely successful, providing desperately needed services when public schools close for summer, and children lose access to their typical support and structure. In the neighborhoods CWB serves, community centers do not have sufficient funding for childrens programs. CWB has worked with the principals in public schools in these neighborhoods to allow CWB to place Summer Camp in the schools for motivated children.Public participation in programs or policies: CWBs programs are based upon the support of public schools and their principals, and the participation of the schools administration and students. The Summer Camp program has strong public support not only from the public schools who allow CWB to operate within them, but also from community centers in who have donated additional space and supervision. Recently, Darlene Mealy, City Council Member for Brooklyns 41st District, publicly announced that one of the schools CWB serves (PS 137) is the new Fame school. General public fundraising: CWB is most visible in the at-risk schools and communities that it serves with free music instruction, and CWB does not ask the schools or parents of students to pay anything to participate. Since Thomas J. Carmody joined the board, with his vast marketing experience, CWB has been working on broad public outreach and fundraising, created a website and other marketing materials, and is developing marketing efforts to raise increased funds from the general public. CWB has used various tools to solicit public contributions, including fundraising events and personal appeals. The organization is devising a development plan that will include a special ye |
| Return Reference | Explanation |
|---|
| Software ID: | 15000324 |
| Software Version: | 2015v3.0 |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $229 |
| Other Expenses.1 | FUNDRAISING EXPENSES $728 |
| Other Expenses.2 | WEBSITE $225 |
| Other Expenses.3 | BANK CHARGES $116 |
| Other Expenses.4 | SUPPLIES $60 |
| Software ID: | 15000324 |
| Software Version: | 2015v3.0 |