MIKE CURB FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: MIKE CURB FOUNDATION (EIN 95-4686920)
Tax period: 2021-08-01 to 2022-07-31
Filed: 2023-06-14
IRS object ID: 202311659349100316
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-06-14T13:30:30-05:00	ReturnTs
Tax Period End	2022-07-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	814234542	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BPM LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1723 Cloverfield Boulevard	AddressLine1Txt
City	Santa Monica	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	904044007	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-08-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	954686920	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Mike Curb Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MIKE	BusinessNameControlTxt
Phone	6153215180	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	48 Music Square East	AddressLine1Txt
City	Nashville	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37203	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MIKE CURB	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6153215080	PhoneNum
Signature	2023-06-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MIKE	PersonFirstNm
Person Last	CURB	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	David Thaw	PreparerPersonNm
PTIN	P00179919	PTIN
Phone	3108289798	PhoneNum
Preparation	2023-06-12	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$29,047,279	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$5,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$127,940	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$127,940	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$246,133	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$246,133	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$376,927	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$10,140,449	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$376,927	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$14,064	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$14,064	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$5,765,064	TotalRevAndExpnssAmt
Total Net Invst Incm	$765,064	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$238,756	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$128,893	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$109,863	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$75,942	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$75,942	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$182,693	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$115,472	DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss	$200,451	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$200,451	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$697,842	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$244,365	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$386,256	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$684,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$684,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,382,342	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$244,365	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,070,756	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$4,382,722	ExcessRevenueOverExpensesAmt
Net Investment Income	$520,699	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$36,752	CashBOYAmt
Cash EOY	$71,367	CashEOYAmt
Cash EOYFMV	$71,367	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$178,980	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$992,398	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$992,398	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$6,934,945	CorporateStockBOYAmt
Corporate Stock EOY	$7,956,108	CorporateStockEOYAmt
Corporate Stock EOYFMV	$9,989,561	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$6,757,418	CorporateBondsBOYAmt
Corporate Bonds EOY	$9,401,587	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$9,129,759	CorporateBondsEOYFMVAmt
Other Investments BOY	$549,000	OtherInvestmentsBOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$0	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$10,680,119	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,840,630	LandBldgEquipAccumDeprecAmt
Land BOY	$8,421,132	LandBOYAmt
Land EOY	$8,839,489	LandEOYAmt
Land EOYFMV	$8,839,489	LandEOYFMVAmt
Other Assets BOY	$24,705	OtherAssetsBOYAmt
Other Assets EOY	$24,705	OtherAssetsEOYAmt
Other Assets EOYFMV	$24,705	OtherAssetsEOYFMVAmt
Total Assets BOY	$22,902,932	TotalAssetsBOYAmt
Total Assets EOY	$27,285,654	TotalAssetsEOYAmt
Total Assets EOYFMV	$29,047,279	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,500,000	CapitalStockBOYAmt
Capital Stock EOY	$1,500,000	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$21,402,932	RetainedEarningBOYAmt
Retained Earning EOY	$25,785,654	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$22,902,932	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$27,285,654	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$22,902,932	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$27,285,654	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$22,902,932	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$4,382,722	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$27,285,654	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$27,285,654	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Bank of America Acct #2238 -PUBLICLY TRADED SECURITIES	P	$890,936	$957,862	-$66,926	-$66,926
Bank of America Acct #2238 -PUBLICLY TRADED SECURITIES	P	$2,292,680	$1,648,494	$644,186	$644,186
Bank of America Acct #1353 -PUBLICLY TRADED SECURITIES	P	$237,868	$247,036	-$9,168	-$9,168
Bank of America Acct #1353 -PUBLICLY TRADED SECURITIES	P	$603,557	$416,339	$187,218	$187,218
Bank of America Acct #0965 - PUBLICLY TRADED SECURITES	P	$3,297,900	$3,548,434	-$250,534	-$250,534
Bank of America Acct #0965 - PUBLICLY TRADED SECURITES	P	$2,737,402	$2,945,357	-$207,955	-$207,955
LTCG DIVIDEND DISTRIBUTION #2238 - PUBLICLY TRADED SECURITIES	P	$80,106		$80,106	$80,106

Field	Value	IRS element (for citing)
Capital Gain Net Income	$376,927	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$7,238	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$7,238	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$7,238	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$15,500	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$15,500	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$255	EsPenaltyAmt
Overpayment	$8,007	OverpaymentAmt
Applied To ES Tax	$8,007	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	TN	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	www.mikecurbfoundation.com	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	BPM LLP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3108289798	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1723 CLOVERFIELD BLVD	AddressLine1Txt
City	SANTA MONICA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90404	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL C CURB
48 MUSIC SQUARE EAST	NASHVILLE	TN	37203	PRESIDENT AND DIRECTOR	2.00	$0	$0	$0
LINDA CURB
48 MUSIC SQUARE EAST	NASHVILLE	TN	37203	DIRECTOR	3.00	$0	$0	$0
TRACY MOORE
3907 WEST ALAMEDA 2ND FLOOR	BURBANK	CA	91505	DIRECTOR AND SECRETARY	5.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BANK OF AMERICA	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	414 UNION STREET	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37239	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT ADVISOR	ServiceTypeTxt
Compensation	$128,893	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$18,697,220	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,003,115	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$5,187,628	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$24,887,963	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$24,887,963	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$373,319	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$24,514,644	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,225,732	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,225,732	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$7,238	TaxBasedOnInvestmentIncomeAmt
Total Tax	$7,238	TotalTaxAmt
Distributable Before Adj	$1,218,494	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,218,494	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,218,494	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,070,756	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,070,756	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,218,494	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$956,629	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$412,265	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$658,774	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,340,617	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,231,974	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,600,259	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,070,756	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,070,756	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$147,738	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$147,738	ExcessDistributionCyovAppCYAmt
Total Corpus	$4,452,521	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$808,891	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,643,630	ExcessDistriCyovToNextYrAmt
Excess From Year4	$412,265	ExcessFromYear4Amt
Excess From Year3	$658,774	ExcessFromYear3Amt
Excess From Year2	$1,340,617	ExcessFromYear2Amt
Excess From Year1	$1,231,974	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	MICHAEL C CURB	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BELMONT UNIVERSITY
1900 BELMONT BLVD	NASHVILLE	TN	37212	NONE	PUBLIC	GENERAL	$100,000
Grammy Museum Foundation Inc
800 W OLYMPIC BLVD STE A245	LOS ANGELES	CA	90015	NONE	public	GENERAL	$240,000
MATTHEW 25 INC
625 BENTON AVE 120	NASHVILLE	TN	37204	NONE	PUBLIC	GENERAL	$10,000
METRO HISTORICAL COMMISSION FOUNDATION
3000 GRANNY WHITE PIKE	NASHVILLE	TN	37204	NONE	PUBLIC	GENERAL	$12,500
Metropolitan Inter-Faith Association
910 VANCE AVE	MEMPHIS	TN	38126	NONE	PUBLIC	GENERAL	$20,000
NORTH CAROLINA MUSIC HALL OF FAME
109 W A ST	KANNAPOLIS	NC	28081	NONE	PUBLIC	GENERAL	$42,000
SAFE HAVEN FAMILY SHELTER
1234 3RD AVE S	NASHVILLE	TN	37210	NONE	PUBLIC	GENERAL	$10,000
MUSIC CENTER FOUNDATION
135 NORTH GRAND AVENUE	LOS ANGELES	CA	90012	NONE	PUBLIC	GENERAL	$50,000
SMITHSONIAN INSTITUTION - NATIONAL MUSEUM OF AMERICAN HISTORY
PO BOX 418320	BOSTON	MA	022418320	NONE	PUBLIC	GENERAL	$200,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$684,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$127,940	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$246,133	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$14,064	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$376,927	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$765,064	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$765,064	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CURB RECORDS INC	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	25 MUSIC SQUARE WEST	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37203	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$5,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp (4 entries)

DescDesc	AmtAmt
MCF owns the following buildings for charitable purposes: 1)34 Music Sq . Nashville TN is being used by Belmont University and Leadership Music in furtherance of the Foundation's charitable and educational purposes.	$0
2)1034 Audubon Dr. Memphis TN, known as the "Elvis Presley House" is being used by Rhodes College of Memphis, TN, for the college's programs in the furtherance of the Foundation's charitable and educational purposes.	$0
3)38 Music Sq. E. Nashville, TN is in the planning stage of renovation for leasing and/or used in furtherance of the Foundation's charitable and eduational purposes.	$0
4)1024 Audubon Drive, Memphis TN. is a residential investment property, contiguous to 1034 Audubon Drive, the Elvis house property. This property is being used as a rental property, where the tenant will also help oversee the neighboring property 1034 Audubon Drive.	$0

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (49 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt	RtRt
QH-BUILDING - 34 MSE	2007-08-01	$1,440,667	$515,662	SL	39.000000000000	$36,939	$36,939
QH - Building Improvements - 34 MSE	2007-08-01	$447,469	$160,161	SL	39.000000000000	$11,473	$0
QH BUILDING Improvements - 34 MSE-	2007-08-01	$13,258	$4,746	SL	39.000000000000	$340	$340
CM -BUILDING - 1034 AD	2007-08-01	$914,093	$327,177	SL	39.000000000000	$23,437	$23,437
CM -Building Improv. - 1034 AD	2007-08-01	$375,363	$134,350	SL	39.000000000000	$9,624	$0
J. CASH MEMORABILIA		$747,905		NC		$0	$0	0.000000000000
RCA MICROPHONE COLL.		$120,000		NC		$0	$0	0.000000000000
JIM REEVES COLLECTION		$325,000		NC		$0	$0	0.000000000000
QH - LAND - 34 MSE	2007-08-01	$1,166,403		L		$0	$0
CM - LAND - 1034 AD	2007-08-10	$100,000		L		$0	$0
QH BUILDING IMPROVEments - 34 MSE-	2010-05-03	$174,632	$50,192	SL	39.000000000000	$4,478	$0
QH BUILDING IMPROVEments - 34 MSE-	2010-05-03	$62,234	$17,889	SL	39.000000000000	$1,596	$0
MCF -BUILDING IMPROVEMENTS	2010-05-03	$236,371	$67,936	SL	39.000000000000	$6,061	$0
QH BUILDING IMPROVEments - 34 MSE-	2009-10-07	$20,723	$6,262	SL	39.000000000000	$531	$0
QH BUILDING IMPROVEments - 34 MSE-	2010-05-03	$39,149	$11,253	SL	39.000000000000	$1,004	$0
QH BUILDING IMPROVEMENTS - 34 MSE-	2011-04-14	$7,654	$2,017	SL	39.000000000000	$196	$0
QH BUILDING IMPROVEMENTS - 34 MSE-	2011-09-30	$14,890	$3,773	SL	39.000000000000	$382	$0
QH - BUILDING - 38 MSE	2015-12-04	$2,135,566	$308,056	SL	39.000000000000	$54,756	$54,756
QH LAND - 38 MSE	2015-12-04	$789,867		L		$0	$0
QH BUILDING IMPROVEMENTS - 38 MSE-	2017-05-04	$900	$97	SL	39.000000000000	$23	$0
QH - FURNITURE AND FIXTURE	2016-10-03	$10,320	$4,008	200DB	7.000000000000	$460	$0
CM -Building Improv. - 1034 AD	2017-08-16	$75,000	$7,615	SL	39.000000000000	$1,923	$0
CM -Building Improv. - 1034 AD	2018-02-02	$75,000	$6,652	SL	39.000000000000	$1,923	$0
CM -Building Improv. - 1034 AD	2018-05-03	$50,500	$4,155	SL	39.000000000000	$1,295	$0
NASHVILLE TV SETS	2018-06-20	$175,000		NC		$0	$0	0.000000000000
CM-Building Improv. - 1034 AD	2018-12-20	$75,000	$5,050	SL	39.000000000000	$1,923	$0
CM -Building Improv. - 1034 AD	2019-03-07	$100,000	$6,091	SL	39.000000000000	$2,564	$0
CM-Building Improv. - 1034 AD	2019-04-05	$10,500	$617	SL	39.000000000000	$269	$0
CM-Building Improv. - 1034 AD	2019-04-05	$21,836	$1,284	SL	39.000000000000	$560	$0
CM-Building Improv. - 1034 AD	2019-09-30	$59,661	$2,871	SL	39.000000000000	$1,530	$0
CM-Building Improv. - 1034 AD	2020-06-15	$38,580	$1,113	SL	39.000000000000	$989	$0
QH BUILDING IMPROVEMENTS - 38 MSE	2020-12-08	$34,226	$549	SL	39.000000000000	$878	$0
QH BUILDING IMPROVEMENTS - 38 MSE	2020-12-29	$34,964	$561	SL	39.000000000000	$896	$0
QH Building Improvements - 34 MSE	2020-10-23	$3,000	$61	SL	39.000000000000	$77	$0
QH HVAC- 34 MSE	2020-11-25	$27,260	$496	SL	39.000000000000	$699	$0
CM-Building Improv. - 1034 AD	2020-08-14	$4,169	$103	SL	39.000000000000	$107	$0
CM-Building Improv. - 1034 AD	2020-09-08	$55,217	$1,241	SL	39.000000000000	$1,416	$0
CM-Building Improv. - 1034 AD	2020-12-17	$10,356	$166	SL	39.000000000000	$266	$0
CM-Building Improv. - 1034 AD	2021-01-26	$6,431	$89	SL	39.000000000000	$165	$0
CM-Building Improv. - 1034 AD	2021-02-04	$24,135	$284	SL	39.000000000000	$619	$0
CM-Building Improv. - 1034 AD	2021-03-16	$2,747	$26	SL	39.000000000000	$70	$0
CM-Building Improv. - 1034 AD	2021-04-20	$863	$6	SL	39.000000000000	$22	$0
CM-Building Improv. - 1034 AD	2021-06-10	$895	$3	SL	39.000000000000	$23	$0
CM-Building Improv. - 1034 AD	2021-06-14	$51,265	$165	SL	39.000000000000	$1,314	$0
CM-Building Improv. - 1034 AD	2021-12-06	$18,135		SL	39.000000000000	$291	$0
CM-Building Improv. - 1034 AD	2022-03-11	$47,309		SL	39.000000000000	$456	$0
CM-Building Improv. - 1034 AD	2022-05-09	$5,502		SL	39.000000000000	$29	$0
AD-Building - 1024 Audubon Drive	2021-08-01	$450,588		SL	39.000000000000	$11,089	$0
AD-Land - 1024 Audubon Drive	2021-08-01	$79,516		L	39.000000000000	$0	$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	B OF A CORPORATE BONDS	BondNm
EOY Book Value	$9,401,587	EOYBookValueAmt
EOYFMV	$9,129,759	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	B OF A EQUITIES	StockNm
EOY Book Value	$7,956,108	EOYBookValueAmt
EOYFMV	$9,989,561	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (49 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
QH-BUILDING - 34 MSE	$1,440,667	$552,601	$888,066
QH - Building Improvements - 34 MSE	$447,469	$171,634	$275,835
QH BUILDING Improvements - 34 MSE-	$13,258	$5,086	$8,172
CM -BUILDING - 1034 AD	$914,093	$350,614	$563,479
CM -Building Improv. - 1034 AD	$375,363	$143,974	$231,389
J. CASH MEMORABILIA	$747,905	$0	$747,905
RCA MICROPHONE COLL.	$120,000	$0	$120,000
JIM REEVES COLLECTION	$325,000	$0	$325,000
QH - LAND - 34 MSE	$1,166,403	$0	$1,166,403
CM - LAND - 1034 AD	$100,000	$0	$100,000
QH BUILDING IMPROVEments - 34 MSE-	$174,632	$54,670	$119,962
QH BUILDING IMPROVEments - 34 MSE-	$62,234	$19,485	$42,749
MCF -BUILDING IMPROVEMENTS	$236,371	$73,997	$162,374
QH BUILDING IMPROVEments - 34 MSE-	$20,723	$6,793	$13,930
QH BUILDING IMPROVEments - 34 MSE-	$39,149	$12,257	$26,892
QH BUILDING IMPROVEMENTS - 34 MSE-	$7,654	$2,213	$5,441
QH BUILDING IMPROVEMENTS - 34 MSE-	$14,890	$4,155	$10,735
QH - BUILDING - 38 MSE	$2,135,566	$362,812	$1,772,754
QH LAND - 38 MSE	$789,867	$0	$789,867
QH BUILDING IMPROVEMENTS - 38 MSE-	$900	$120	$780
QH - FURNITURE AND FIXTURE	$10,320	$9,628	$692
CM -Building Improv. - 1034 AD	$75,000	$9,538	$65,462
CM -Building Improv. - 1034 AD	$75,000	$8,575	$66,425
CM -Building Improv. - 1034 AD	$50,500	$5,450	$45,050
NASHVILLE TV SETS	$175,000	$0	$175,000
CM-Building Improv. - 1034 AD	$75,000	$6,973	$68,027
CM -Building Improv. - 1034 AD	$100,000	$8,655	$91,345
CM-Building Improv. - 1034 AD	$10,500	$886	$9,614
CM-Building Improv. - 1034 AD	$21,836	$1,844	$19,992
CM-Building Improv. - 1034 AD	$59,661	$4,401	$55,260
CM-Building Improv. - 1034 AD	$38,580	$2,102	$36,478
QH BUILDING IMPROVEMENTS - 38 MSE	$34,226	$1,427	$32,799
QH BUILDING IMPROVEMENTS - 38 MSE	$34,964	$1,457	$33,507
QH Building Improvements - 34 MSE	$3,000	$138	$2,862
QH HVAC- 34 MSE	$27,260	$1,195	$26,065
CM-Building Improv. - 1034 AD	$4,169	$210	$3,959
CM-Building Improv. - 1034 AD	$55,217	$2,657	$52,560
CM-Building Improv. - 1034 AD	$10,356	$432	$9,924
CM-Building Improv. - 1034 AD	$6,431	$254	$6,177
CM-Building Improv. - 1034 AD	$24,135	$903	$23,232
CM-Building Improv. - 1034 AD	$2,747	$96	$2,651
CM-Building Improv. - 1034 AD	$863	$28	$835
CM-Building Improv. - 1034 AD	$895	$26	$869
CM-Building Improv. - 1034 AD	$51,265	$1,479	$49,786
CM-Building Improv. - 1034 AD	$18,135	$291	$17,844
CM-Building Improv. - 1034 AD	$47,309	$456	$46,853
CM-Building Improv. - 1034 AD	$5,502	$29	$5,473
AD-Building - 1024 Audubon Drive	$450,588	$11,089	$439,499
AD-Land - 1024 Audubon Drive	$79,516	$0	$79,516

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DEPOSIT	$19,288	$19,288	$19,288
PREPAID EXPENSES	$5,417	$5,417	$5,417

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$75,110	$0	$75,110
UTILITIES	$10,327	$0	$10,327
REPAIRS & MAINTENANCE	$76,509	$0	$76,509
CONTRACTED SERVICES	$21,378	$0	$21,378
SECURITY COSTS	$2,425	$0	$2,425
DUES AND SUBSCRIPTIONS	$7,877	$0	$7,877
PROPERTY SERVICES	$2,685	$0	$2,685
STORAGE FEES	$4,140	$0	$4,140

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$14,064	RevenueAndExpensesPerBooksAmt
Net Investment Income	$14,064	NetInvestmentIncomeAmt
Adjusted Net Income	$14,064	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE	$128,893	$128,893	$0
OTHER PROFESSIONAL FEES	$109,863	$0	$109,863

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES AND LICENSES	$3,240	$0	$3,240
PROPERTY TAXES	$72,702	$0	$72,702