TY 2022 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) COLLIN HEIMENSEN...................................................................... PRESIDENT	5.00 .................	X	X
(2) VICTOR LUCAS...................................................................... VICE PRESIDENT	5.00 .................	X	X
(3) LINDA LARKINS...................................................................... TREASURER	5.00 .................	X	X
(4) DONNA YARBROUGH...................................................................... SECRETARY	3.00 .................	X	X
(5) LEE MAIDENBERG...................................................................... DIRECTOR	1.00 .................	X
(6) JENI MITCHELL...................................................................... DIRECTOR	1.00 .................	X
(7) BOB CHILDRESS...................................................................... DIRECTOR	1.00 .................	X
(8) OLIVER KUGLER...................................................................... DIRECTOR	1.00 .................	X
(9) CHRISTIE SULLIVAN...................................................................... DIRECTOR	1.00 .................	X
(10) DAVID RUPPEL...................................................................... DIRECTOR	1.00 .................	X
(11) CHRISTEN GONZALEZ...................................................................... DIRECTOR	1.00 .................	X
(12) SUZAN DECKER ROSS...................................................................... DIRECTOR	1.00 .................	X
(13) TOM NURSE...................................................................... DIRECTOR	1.00 .................	X
(14) MELISSA HONEYCUTT...................................................................... DIRECTOR	1.00 .................	X
(15) JOANIE SIGAL...................................................................... DIRECTOR	1.00 .................	X
(16) CHRIS MCADOO...................................................................... DIRECTOR	1.00 .................	X
(17) MARK PERRY...................................................................... DIRECTOR	1.00 .................	X

- TIN:

SCHEDULE A
(Form 990)

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.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

CLEARWATER JAZZ HOLIDAY FOUNDATION INC

Employer identification number

58-1910442

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2022

Page 2

Part II

Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2022. 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 ....................... right arrow

33 1/3% support test—2021. If the organization did not check a 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 ..................... right arrow

17a

10%-facts-and-circumstances test—2022. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2021. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2022

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	768,083	619,667	498,514	1,206,131	736,001	3,828,396
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	527,087	859,741	76,065	410,921	555,120	2,428,934
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....	155,668	76,785	441	1,054	1,161	235,109
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	1,450,838	1,556,193	575,020	1,618,106	1,292,282	6,492,439
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons	148,098	182,400	58,499	65,976	78,659	533,632
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.						0
c	Add lines 7a and 7b..	148,098	182,400	58,499	65,976	78,659	533,632
8	Public support. (Subtract line 7c from line 6.)						5,958,807

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
9	Amounts from line 6...	1,450,838	1,556,193	575,020	1,618,106	1,292,282	6,492,439
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	6,036	10,845	2,682	780	1,288	21,631
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	6,036	10,845	2,682	780	1,288	21,631
11	Net income from unrelated business activities not included on 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.)..	1,456,874	1,567,038	577,702	1,618,886	1,293,570	6,514,070

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

91.480 %

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

97.830 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

0.330 %

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

0.310 %

19a

33 1/3% support tests-2022. 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 ....... right arrow

33 1/3% support tests—2021. 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 ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2022

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2022

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
PART III,SECTION A, LINE 7A	AMOUNTS SHOWN FOR 2018 THROUGH 2021 WERE REVISED AND WERE THE RESULT OF ADDITIONAL CLARITY REGARDING THE DEFINED REPORTING REQUIREMENTS. THESE REVISIONS HAD NO MATERIAL IMPACT ON EITHER THE COMPUTATION OF PUBLIC SUPPORT PERCENTAGE NOR THE COMPUTATION OF INVESTMENT INCOME PERCENTAGE SECTIONS OF SCHEDULE A, PART III.

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Name of the organization

CLEARWATER JAZZ HOLIDAY FOUNDATION INC

Employer identification number

58-1910442

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2022)

Schedule B (Form 990) (2022) Page 2

Name of organization CLEARWATER JAZZ HOLIDAY FOUNDATION INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 3

Name of organization CLEARWATER JAZZ HOLIDAY FOUNDATION INC		Employer identification number 58-1910442

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 4


Name of organization CLEARWATER JAZZ HOLIDAY FOUNDATION INC			Employer identification number 58-1910442
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2022)

Additional Data

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

CLEARWATER JAZZ HOLIDAY FOUNDATION INC

Employer identification number

58-1910442

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	3,099	3,099	0
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				0

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	1,351,834
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	836
b	Donated services and use of facilities .........	2b	57,428
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	58,264
3	Subtract line 2e from line 1..................			3	1,293,570
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	1,293,570

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	1,636,820
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	57,428
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	57,428
3	Subtract line 2e from line 1...................			3	1,579,392
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	1,579,392

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

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 HAS 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

Schedule D (Form 990) 2021

Additional Data

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization
CLEARWATER JAZZ HOLIDAY FOUNDATION INC

Employer identification number
58-1910442

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2022

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) HIGH SCHOOL GRADUATE SCHOLARSHIPS	3	5,500
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

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.

Schedule I (Form 990) 2022

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

CLEARWATER JAZZ HOLIDAY FOUNDATION INC

Employer identification number

58-1910442

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2022

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1STEVE WEINBERGER CEO	(i) (ii)	160,102 ------------- 0	19,141 ------------- 0	0 ------------- 0	0 ------------- 0	6,000 ------------- 0	185,243 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2022

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

CLEARWATER JAZZ HOLIDAY FOUNDATION INC

Employer identification number

58-1910442

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) 2021

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) SOLACE INSURANCE	BOARD MEMBER	35,935	BROKERS INSURANCE	Yes

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation
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.

Schedule L (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

CLEARWATER JAZZ HOLIDAY FOUNDATION INC

Employer identification number

58-1910442

Return Reference	Explanation
FORM 990, PART III, LINE 4A	CJH IS TAMPA BAY'S SIGNATURE MUSIC FESTIVAL WITH A 44-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. THE CITY OF CLEARWATER COMPLETED ITS IMAGINE CLEARWATER CONSTRUCTION PROJECT IN THE SUMMER OF 2023. ACCORDINGLY, THE ORGANIZATION IS EXCITED FOR THE FESTIVAL TO RETURN THIS OCTOBER 19-22, 2023 TO ITS LONGTIME HOME ON THE WATERFRONT IN A BEAUTIFULLY REDESIGNED COACHMAN PARK, WHICH UNIQUE SETTING ACCOMMODATES THOUSANDS OF ATTENDEES. THE 2023 FESTIVAL FEATURES FOUR EVENINGS OF CONCERTS IN THE NEW COACHMAN PARK MUSIC VENUE CALLED THE SOUND AS WELL AS A NEW FREE DAYTIME DOWNTOWN CELEBRATION ON SATURDAY (10/21) AND SUNDAY (10/22). THE DAYTIME DOWNTOWN CELEBRATION FEATURES 18 JAZZ ARTISTS ACROSS THREE PERFORMANCE AREAS IN COACHMAN PARK AND DOWNTOWN CLEARWATER. CJH IS PRODUCED AND ORGANIZED BY THE CLEARWATER JAZZ HOLIDAY FOUNDATION, INC., A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION AND PROUD WINNER OF THE 2016 CLEARWATER REGIONAL CHAMBER OF COMMERCE'S JUDGES' CHOICE NONPROFIT OF THE YEAR. EDUCATION AND COMMUNITY OUTREACH ARE FUNDAMENTAL TO THE ORGANIZATION'S MISSION. THE GROWTH OF THE FESTIVAL ENABLES THE ORGANIZATION TO DELIVER A YEAR-ROUND, IMPACTFUL CULTURAL PRESENCE WITH INNOVATIVE PROGRAMS, SPECIAL FUNDING, CREATIVE LEARNING EXPERIENCES, EXCITING PERFORMANCE OPPORTUNITIES, AND A DIVERSE, VIBRANT SOCIAL COMMUNITY.
FORM 990, PART III, LINE 4B	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 INITIATIVE INVOLVES A RECURRING ONE-DAY MAIN PROGRAM EVENT AS WELL AS IN-SCHOOL VISITS YEAR-ROUND. THE PEER-TO-PEER PERFORMANCE AND COLLABORATIVE ENVIRONMENT BRIDGES STUDENTS OF VARYING BACKGROUNDS, IMPROVES SOCIALIZATION SKILLS, AND BUILDS CONFIDENCE. PARTICIPATING UNIVERSITIES ALSO HAVE AN OPPORTUNITY TO PROMOTE THEIR MUSIC SCHOOLS. THE PANDEMIC INTERRUPTED THE MAIN EVENT IN 2020 AND 2021 BUT THE IN-PERSON SCHOOL VISITS RESUMED IN 2021. THE MAIN EVENT ALSO RESUMED IN DECEMBER 2022. IN 2020, THE ORGANIZATION LAUNCHED THE YOUNG LIONS JAZZ MASTER "VIRTUAL" SESSIONS, A SPECIAL PROGRAM ADAPTION, BY ENGAGING MUSICIANS TO OFFER LIVE MASTER CLASSES AND INSTRUMENT LESSONS. THESE VIRTUAL SESSIONS NOW COMPLEMENT THE TRADITIONAL IN-PERSON PROGRAMMING. ALL SESSIONS USE THE ZOOM PLATFORM AND ARE FREE TO THE GENERAL PUBLIC. UPCOMING SESSIONS ARE POSTED ONLINE WHERE "THE STUDIO" ALSO HOUSES A SESSION ARCHIVE. ALL SESSIONS ARE ALSO AVAILABLE IN AUDIO FORM AS PART OF THE CJH'S FREE YOUNG LIONS JAZZ MASTER "VIRTUAL" SESSIONS PODCAST. GUITAR DONATION AND LESSONS - THE ORGANIZATION PARTNERS WITH BEST CORPORATE EVENTS WHO DONATES ITS WONDERFUL BUILD-A-GUITAR CHARITABLE PROGRAM, GIVING THE GIFT OF MUSIC TO YOUNG PEOPLE IN OUR COMMUNITY THROUGH AN ANNUAL INITIATIVE DESIGNED TO ENGAGE THE GREATER FAMILY OF CJH PARTNERS AND SUPPORTERS AROUND A UNIQUE TEAM BUILDING PROGRAM. PARTICIPATING TEAMS ASSEMBLE SPECIAL GUITARS WHICH ARE DONATED TO CJH OUTREACH PARTNERS. THE ORGANIZATION ALSO PROVIDES ONSITE GROUP GUITAR LESSONS THROUGHOUT THE YEAR WITH THESE OUTREACH PARTNERS, TYPICALLY NEIGHBORHOOD FAMILY CENTERS IN UNDERSERVED COMMUNITIES. THE PANDEMIC REQUIRED CANCELLATION OF THE IN-PERSON BUILD-A-GUITAR PROGRAM, WHICH HAS BEEN SLOW TO RETURN. HOWEVER, THE ORGANIZATION CONTINUED TO PARTNER WITH BEST CORPORATE EVENTS IN 2021 AND 2022 TO DONATE ACOUSTIC GUITARS AND OFFER LESSONS. GIVE THEM A STAGE PROGRAM - THE PROGRAM PROVIDES 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 INCLUDING PHOTOGRAPHY, JOURNALISM, STAGE AND VIDEO PRODUCTION, CULINARY ARTS, GRAPHIC DESIGN AND MERCHANDISING. COLLABORATIONS WITH EDUCATION PARTNERS SUCH AS THE ART INSTITUTE OF TAMPA AND 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. FROM OCTOBER 2020 THROUGH JULY 31, 2023, THESE EVENTS PROVIDED STAGES TO 91 BANDS OVER 54 EVENTS AT 9 DIFFERENT VENUES. 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 A KEY COMPONENT OF THE ORGANIZATION'S MISSION. THE ORGANIZATION STRIVES TO CREATE A ONE-OF-A-KIND FESTIVAL DESTINATION EXPERIENCE WITH A HIGH-PROFILE LINEUP AND BY TAKING ADVANTAGE OF THE HOME ON CLEARWATER'S WATERFRONT. CJH'S ECONOMIC IMPACT IS SUBSTANTIAL, AND THE ORGANIZATION HAS HAD GREAT SUCCESS WITH CONCENTRATED MARKETING PLANS HIGHLIGHTING THE AREA'S PRIZED ELEMENTS AND PROMOTING THE AREA AS A POPULAR TOURIST DESTINATION. VISITORS STRENGTHEN THE LOCAL ECONOMY BY STAYING IN AREA HOTELS, VISITING ATTRACTIONS, UTILIZING PUBLIC TRANSPORTATION, AND SPENDING LOCALLY. 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 MISSSION. 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	CLEARWATER JAZZ HOLIDAY FOUNDATION, 58-1910442 PUBLIC TRANSPORTATION, AND SPENDING LOCALLY. THE ORGANIZATION'S YEAR-ROUND ACTIVITY IS ALSO A PLATFORM TO ENGAGE AND CONNECT CJH CORPORATE PARTNERS, DONORS, HIGH NOTE SOCIETY MEMBERS, AND OTHER SUPPORTERS AND RAISE AWARENESS OF THE ORGANIZATION'S COMMUNITY IMPACT. FORM 990, PART VI, 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 738,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 738,050. EVENT SERVICES: PROGRAM SERVICE EXPENSES 180,895. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180,895. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 952. MANAGEMENT AND GENERAL EXPENSES 823. FUNDRAISING EXPENSES 647. TOTAL EXPENSES 2,422.
FORM 990, PART XII, LINE 2C:	NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: 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.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	22
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	22
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	2
6	Total number of volunteers (estimate if necessary) .............	6	788
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,206,131	736,001
9	Program service revenue (Part VIII, line 2g) .........	363,858	519,745
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	780	1,288
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	28,175	36,536
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,598,944	1,293,570
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	8,000	14,264
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	263,876	268,648
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 106,202
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,089,444	1,296,480
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,361,320	1,579,392
19	Revenue less expenses. Subtract line 18 from line 12.......	237,624	-285,822
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,252,742	903,540
21	Total liabilities (Part X, line 26).............	227,075	162,859
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,025,667	740,681

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,163,352 including grants of $ ) (Revenue $ 555,120 )
	IN 2021 AND 2022, EASING OF PANDEMIC PROTOCOLS AND RESTRICTIONS MEANT A RETURN TO TRADITIONAL EDUCATION & OUTREACH PROGRAMMING AS WELL AS INTEGRATION OF MANY OF THE CREATIVE ADAPTATIONS DEVELOPED IN 2020. DURING THESE TWO YEARS, THE ORGANIZATION WAS ALSO THRILLED TO BRING BACK ITS LARGEST PROGRAM, THE CLEARWATER JAZZ HOLIDAY MUSIC FESTIVAL (CJH), WHICH DUE TO THE IMAGINE CLEARWATER CONSTRUCTION PROJECT, WAS MOVED TO A TEMPORARY VENUE AT BAYCARE BALLPARK. (CONTINUED ON SCHEDULE O)

4b	(Code: ) (Expenses $ 178,913 including grants of $ 14,264 ) (Revenue $ )
	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 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. ALL OF THESE ACTIVITIES ARE HIGHLIGHTED ONLINE ON THE CJH EDUCATION & OUTREACH PAGE WHICH CONTAINS SEVERAL INFORMATIVE PHOTOS AND VIDEOS. (CONTINUED ON SCHEDULE O)

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,342,265

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) DOUG WHITTINGTON........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(19) ALLON SAMS........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(20) SUSAN FOLSOM........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(21) JOHN KURNIK........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(22) NILS SEDWICK 9122-PRESENT........................................................................ DIRECTOR	1.00 .......................	X		0	0	0
(23) STEVE WEINBERGER........................................................................ CEO	60.00 .......................		X	179,243	0	6,000

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	179,243	0	6,000

(A) Name and business address	(B) Description of services	(C) Compensation
TSUNAMI MARKETING, 726 25TH AVENUE NORTH ST PETERSBURG,FL33704	EVENT MGMT	169,899
P MUSIC GROUP INC 11511 VIMY ROAD GRANADA HILLS,FL31344	MUSIC PERFORMER	150,000



2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 2

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	253,193

f	All other contributions, gifts, grants, and similar amounts not included above		1f	482,808

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		736,001

		Business Code
2a	MUSIC EVENTS	711130	426,745	426,745
b	HIGH NOTE MEMBERSHIPS	711300	93,000	93,000
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		519,745

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,288			1,288
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory			7a
b	Less: cost or other basis and sales expenses			7b
c	Gain or (loss)			7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	58,200
b	Less: cost of goods sold ..		10b	22,825
c	Net income or (loss) from sales of inventory..			35,375	35,375
Business Code			Miscellaneous Revenue
11a	OTHER MISC INCOME		711300	1,107			1,107
b	SHIPPING INCOME		711300	54			54
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			1,161
12	Total revenue. See instructions.....			1,293,570	555,120	0	2,449

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	6,650	6,650
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	7,614	7,614
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	185,243	92,621	46,311	46,311
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	61,874	21,958	36,623	3,293
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	5,115	3,351	982	782
10	Payroll taxes ...........	16,416	7,597	5,544	3,275
11	Fees for services (non-employees):
a	Management ......	164,915	98,039	17,856	49,020
b	Legal .........	2,210	2,210
c	Accounting ...........	9,000		9,000
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	921,367	919,897	823	647
12	Advertising and promotion ....	76,722	75,442		1,280
13	Office expenses .......	5,815	2,556	3,259
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	19,659	9,771	9,888
17	Travel ............	718	718
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	100		100
23	Insurance ...	37,829	35,996	239	1,594
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	TICKETING & CC PROCESSI	34,799	34,499	300
b	VOLUNTEER SERVICES	15,724	15,724
c	EDUCATIONAL OUTREACH	7,622	7,622
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	1,579,392	1,342,265	130,925	106,202
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			257,658	1	82,779
2	Savings and temporary cash investments .........			634,835	2	611,576
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			356,929	4	205,479
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			3,220	9	3,706
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,099
b	Less: accumulated depreciation	10b	3,099	100	10c	0
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,252,742	16	903,540

17	Accounts payable and accrued expenses .....	127,075	17	62,859
18	Grants payable ...		18
19	Deferred revenue .........	100,000	19	100,000
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	227,075	26	162,859

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,025,667	27	740,681
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	1,025,667	32	740,681
33	Total liabilities and net assets/fund balances ........	1,252,742	33	903,540