Herbie Hancock Institute of Jazz

Washington, DC   |
GuideStar Charity Check

Herbie Hancock Institute of Jazz

EIN: 52-1544030


The Herbie Hancock Institute of Jazz is a nonprofit education organization with a mission to offer the world’s most promising young musicians college level training by internationally acclaimed jazz masters and to present public school music education programs for young people around the world. The Institute preserves, perpetuates and expands jazz as a global art form, and utilizes jazz as a means to unite people of all ages, backgrounds and nationalities. All of the Institute’s programs are provided free of charge to students, schools and communities worldwide. The Institute’s programs use jazz as the medium to encourage imaginative thinking, creativity, a positive self-image, and a respect for one’s own and others’ cultural heritage.

Ruling year info



Mr. Thomas R. Carter

Main address

5225 Wisconsin Avenue, NW Suite 605

Washington, DC 20015 USA

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Subject area info

Arts education


Performing arts education

Youth organizing

Population served info

Children and youth


Artists and performers

NTEE code info

Arts Education/Schools (A25)

Youth Development Programs (O50)

Music (A68)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms


Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Herbie Hancock Institute of Jazz Performance

Begun in 1995, this intensive, graduate-level college program at The UCLA Herb Alpert School of Music enables a select group of the world's most gifted young musicians to study tuition-free with legendary jazz musicians and educators including Herbie Hancock, Dianne Reeves, John Scofield, Dee Dee Bridgewater and Danilo Perez. Hancock serves as the program's Distinguished Professor. Internationally acclaimed trumpeter and composer Ambrose Akinmusire, a 2007 graduate of the college program, serves as Artistic Director. This performance-based program has become the model college jazz education program for the world. Six extraordinary young jazz musicians from around the world were selected for the Class of 2025 and will each attain a Master of Music in Jazz Performance degree.

Population(s) Served
Artists and performers

In 2000, the Institute launched an Internet-based jazz curriculum ( designed to be taught in every 5th, 8th, and 11th grade public school American history and social studies classroom in the United States. Offered at no cost, the curriculum examines the evolution of jazz styles, the contributions of important performers, and the musical techniques involved in the creation and performance of jazz. A public school touring component of the program, led by renowned jazz artists including Antonio Hart, Vanessa Rubin and Bobby Watson, has reached tens of thousands of students and teachers. The most recent addition to the curriculum is The Blues and Jazz - Two American Classics (

Population(s) Served
Children and youth

Established in 1987, this is the world’s most prestigious jazz competition. Each competition focuses on a different instrument, and features an all-star judging panel. The Competition has launched the careers of pianists Kris Bowers and Jacky Terrasson; saxophonist Joshua Redman; vocalists Jane Monheit and Cecile McLorin Salvant; bassist Ben Williams; trumpeter Ambrose Akinmusire; and many other jazz greats. Dozens of semifinalists have forged successful careers as jazz performers and educators. The first place winner receives a guaranteed recording contract with Concord Records.

Population(s) Served
Artists and performers

Since 1989, the Institute has gone into public schools across the United States and around the world, introducing millions of young people to the cultural richness of jazz. Master classes, workshops and concerts are presented by leading jazz musicians and educators to help students foster a sense of creativity and self-esteem and to provide children with role models. Programs are provided on a daily basis in Washington, DC and Los Angeles. The National Performing Arts High Schools Jazz Program provides instruction and high-profile performance opportunities for students who attend public performing arts high schools in Baltimore, Chicago, Dallas, Houston, Los Angeles, Miami, New Orleans, New York City, Newark, San Francisco and Washington, DC.

Population(s) Served
Children and youth

The United Nations and the United Nations Educational, Scientific and Cultural Organization (UNESCO) designated April 30 as International Jazz Day to highlight jazz and its diplomatic role of uniting people in all corners of the globe. The Institute serves as the lead nonprofit organization charged with planning and promoting this annual worldwide celebration. International Jazz Day is recognized on the official calendars of both the United Nations and UNESCO. Every year on April 30, universities, libraries, schools, arts centers, organizations of all disciplines, UNESCO and United Nations missions, embassies and government outposts around the world host special events and concerts to honor this revered musical art form that for over a century has brought together people of different cultures, religions and nationalities. Each year, International Jazz Day is celebrated through thousands of programs in more than 190 countries on all seven continents, and reaches more than 3 billion people worldwide across print and digital press coverage, television and radio transmissions, public performances, education and enrichment programs, and social media.

Population(s) Served

Where we work

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback


Herbie Hancock Institute of Jazz
Fiscal year: Jan 01 - Dec 31
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2021 info

SOURCE: IRS Form 990


Average of 0.53 over 10 years

Months of cash in 2021 info

SOURCE: IRS Form 990


Average of 0.6 over 10 years

Fringe rate in 2021 info

SOURCE: IRS Form 990


Average of 22% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Herbie Hancock Institute of Jazz

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Herbie Hancock Institute of Jazz

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Herbie Hancock Institute of Jazz

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of Herbie Hancock Institute of Jazz’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2017 2018 2019 2020 2021
Unrestricted surplus (deficit) before depreciation $407,607 $142,486 -$1,050,477 $241,089 -$116,611
As % of expenses 9.5% 4.0% -32.1% 11.0% -4.7%
Unrestricted surplus (deficit) after depreciation $386,725 $124,004 -$1,056,208 $236,540 -$120,115
As % of expenses 8.9% 3.5% -32.2% 10.8% -4.9%
Revenue composition info
Total revenue (unrestricted & restricted) $4,166,801 $4,029,409 $2,539,059 $2,200,242 $2,382,953
Total revenue, % change over prior year -32.4% -3.3% -37.0% -13.3% 8.3%
Program services revenue 0.0% 0.0% 0.0% 0.0% 0.0%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.0% 0.0% 0.0% 0.0% 0.0%
Government grants 8.2% 3.2% 6.6% 17.9% 12.6%
All other grants and contributions 91.5% 96.6% 92.4% 82.1% 87.4%
Other revenue 0.3% 0.2% 1.0% 0.0% 0.0%
Expense composition info
Total expenses before depreciation $4,309,194 $3,536,923 $3,269,584 $2,184,130 $2,469,947
Total expenses, % change over prior year -30.6% -17.9% -7.6% -33.2% 13.1%
Personnel 24.5% 28.9% 36.2% 46.3% 37.6%
Professional fees 7.8% 33.3% 10.5% 19.4% 28.6%
Occupancy 5.3% 6.3% 7.3% 11.6% 6.0%
Interest 0.0% 0.4% 0.7% 1.2% 1.2%
Pass-through 5.7% 5.4% 5.3% 4.5% 2.8%
All other expenses 56.7% 25.6% 40.0% 17.1% 23.7%
Full cost components (estimated) info 2017 2018 2019 2020 2021
Total expenses (after depreciation) $4,330,076 $3,555,405 $3,275,315 $2,188,679 $2,473,451
One month of savings $359,100 $294,744 $272,465 $182,011 $205,829
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $25,896 $0 $0 $0 $0
Total full costs (estimated) $4,715,072 $3,850,149 $3,547,780 $2,370,690 $2,679,280

Capital structure indicators

Liquidity info 2017 2018 2019 2020 2021
Months of cash 0.6 0.7 0.2 1.2 0.3
Months of cash and investments 0.6 0.7 0.2 1.2 0.3
Months of estimated liquid unrestricted net assets 2.4 3.4 -0.2 1.2 0.4
Balance sheet composition info 2017 2018 2019 2020 2021
Cash $207,314 $192,350 $65,599 $212,039 $68,531
Investments $0 $0 $0 $0 $0
Receivables $1,116,850 $1,613,620 $552,130 $2,315,172 $2,112,127
Gross land, buildings, equipment (LBE) $184,090 $184,090 $186,022 $186,022 $186,022
Accumulated depreciation (as a % of LBE) 78.9% 88.7% 90.8% 93.3% 95.2%
Liabilities (as a % of assets) 9.3% 21.3% 36.9% 43.5% 43.7%
Unrestricted net assets $908,294 $1,032,298 -$23,910 $212,630 $92,515
Temporarily restricted net assets $750,000 $1,100,000 N/A N/A N/A
Permanently restricted net assets $150,000 $150,000 N/A N/A N/A
Total restricted net assets $900,000 $1,250,000 $1,569,952 $1,344,975 $1,374,592
Total net assets $1,808,294 $2,282,298 $1,546,042 $1,557,605 $1,467,107

Key data checks

Key data checks info 2017 2018 2019 2020 2021
Material data errors No No No No No


The people, governance practices, and partners that make the organization tick.

Form 1023/1024 is not available for this organization


Mr. Thomas R. Carter

Number of employees

Source: IRS Form 990

Herbie Hancock Institute of Jazz

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Show data for fiscal year
Compensation data
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Herbie Hancock Institute of Jazz

Highest paid employees

SOURCE: IRS Form 990

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Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

Herbie Hancock Institute of Jazz

Board of directors
as of 08/03/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Herbie Hancock

jazz pianist and composer

Herbie Hancock, Chairman

Jazz pianist and composer

James E. Farmer, Treasurer

President, James E. Farmer Consulting

Thomas R. Carter, President

Herbie Hancock Institute of Jazz

Irina Bokova

Former Director-General, UNESCO

Dee Dee Bridgewater

Jazz vocalist, actress and radio host

Frank Gehry


Brett J. Hart

President, United Airlines

Marcus Miller

Jazz bassist, composer and producer

Robert J. Pilon

Director of Strategic Partnerships, Bloomberg Philanthropies

Organizational demographics

SOURCE: Self-reported; last updated 8/3/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.


The organization's leader identifies as:

Race & ethnicity
Gender identity
Male, Not transgender (cisgender)
Sexual orientation
Heterosexual or straight
Disability status
Person without a disability

Race & ethnicity

Gender identity


Sexual orientation

No data


We do not display disability information for organizations with fewer than 15 staff.


Fiscal year ending
There are no fundraisers recorded for this organization.