2023-06-14T13:30:30-05:00 2022-07-31 814234542 BPM LLP 1723 Cloverfield Boulevard Santa Monica CA 904044007 990PF 2021-08-01 954686920 Mike Curb Foundation MIKE 6153215180 48 Music Square East Nashville TN 37203 MIKE CURB PRESIDENT 6153215080 2023-06-12 1 MIKE CURB 999009999 David Thaw P00179919 3108289798 2023-06-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 29047279 X 5000000 127940 127940 246133 246133 376927 10140449 376927 14064 14064 5765064 765064 0 0 0 238756 128893 109863 75942 0 75942 182693 115472 200451 0 200451 697842 244365 386256 684500 684500 1382342 244365 1070756 4382722 520699 36752 71367 71367 178980 992398 992398 6934945 7956108 9989561 6757418 9401587 9129759 549000 0 0 10680119 1840630 8421132 8839489 8839489 24705 24705 24705 22902932 27285654 29047279 0 0 X 1500000 1500000 0 0 21402932 25785654 22902932 27285654 22902932 27285654 22902932 4382722 0 27285654 0 27285654 Bank of America Acct #2238 -PUBLICLY TRADED SECURITIES P 890936 957862 -66926 -66926 Bank of America Acct #2238 -PUBLICLY TRADED SECURITIES P 2292680 1648494 644186 644186 Bank of America Acct #1353 -PUBLICLY TRADED SECURITIES P 237868 247036 -9168 -9168 Bank of America Acct #1353 -PUBLICLY TRADED SECURITIES P 603557 416339 187218 187218 Bank of America Acct #0965 - PUBLICLY TRADED SECURITES P 3297900 3548434 -250534 -250534 Bank of America Acct #0965 - PUBLICLY TRADED SECURITES P 2737402 2945357 -207955 -207955 LTCG DIVIDEND DISTRIBUTION #2238 - PUBLICLY TRADED SECURITIES P 80106 80106 80106 376927 7238 0 7238 0 7238 0 0 15500 0 15500 X 255 8007 8007 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 www.mikecurbfoundation.com BPM LLP 3108289798 1723 CLOVERFIELD BLVD SANTA MONICA CA 90404 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 BANK OF AMERICA 414 UNION STREET NASHVILLE TN 37239 INVESTMENT ADVISOR 128893 0 N/A 0 0 0 18697220 1003115 5187628 24887963 0 0 24887963 373319 24514644 1225732 1225732 7238 7238 1218494 0 1218494 0 1218494 1070756 0 1070756 1218494 0 0 956629 412265 658774 1340617 1231974 4600259 1070756 0 0 0 1070756 0 147738 147738 4452521 0 0 0 0 0 0 808891 3643630 412265 658774 1340617 1231974 MICHAEL C CURB X BELMONT UNIVERSITY 1900 BELMONT BLVD NASHVILLE TN 37212 NONE PUBLIC GENERAL 100000 Grammy Museum Foundation Inc 800 W OLYMPIC BLVD STE A245 LOS ANGELES CA 90015 NONE public GENERAL 240000 MATTHEW 25 INC 625 BENTON AVE 120 NASHVILLE TN 37204 NONE PUBLIC GENERAL 10000 METRO HISTORICAL COMMISSION FOUNDATION 3000 GRANNY WHITE PIKE NASHVILLE TN 37204 NONE PUBLIC GENERAL 12500 Metropolitan Inter-Faith Association 910 VANCE AVE MEMPHIS TN 38126 NONE PUBLIC GENERAL 20000 NORTH CAROLINA MUSIC HALL OF FAME 109 W A ST KANNAPOLIS NC 28081 NONE PUBLIC GENERAL 42000 SAFE HAVEN FAMILY SHELTER 1234 3RD AVE S NASHVILLE TN 37210 NONE PUBLIC GENERAL 10000 MUSIC CENTER FOUNDATION 135 NORTH GRAND AVENUE LOS ANGELES CA 90012 NONE PUBLIC GENERAL 50000 SMITHSONIAN INSTITUTION - NATIONAL MUSEUM OF AMERICAN HISTORY PO BOX 418320 BOSTON MA 022418320 NONE PUBLIC GENERAL 200000 684500 0 14 127940 14 246133 14 14064 18 376927 0 765064 0 765064 0 0 0 0 0 0 0 0 0 0 X X 1 CURB RECORDS INC 25 MUSIC SQUARE WEST NASHVILLE TN 37203 5000000 X 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 QH-BUILDING - 34 MSE 2007-08-01 1440667 515662 SL 39.000000000000 36939 36939 QH - Building Improvements - 34 MSE 2007-08-01 447469 160161 SL 39.000000000000 11473 0 QH BUILDING Improvements - 34 MSE- 2007-08-01 13258 4746 SL 39.000000000000 340 340 CM -BUILDING - 1034 AD 2007-08-01 914093 327177 SL 39.000000000000 23437 23437 CM -Building Improv. - 1034 AD 2007-08-01 375363 134350 SL 39.000000000000 9624 0 J. CASH MEMORABILIA 747905 NC 0.000000000000 0 0 RCA MICROPHONE COLL. 120000 NC 0.000000000000 0 0 JIM REEVES COLLECTION 325000 NC 0.000000000000 0 0 QH - LAND - 34 MSE 2007-08-01 1166403 L 0 0 CM - LAND - 1034 AD 2007-08-10 100000 L 0 0 QH BUILDING IMPROVEments - 34 MSE- 2010-05-03 174632 50192 SL 39.000000000000 4478 0 QH BUILDING IMPROVEments - 34 MSE- 2010-05-03 62234 17889 SL 39.000000000000 1596 0 MCF -BUILDING IMPROVEMENTS 2010-05-03 236371 67936 SL 39.000000000000 6061 0 QH BUILDING IMPROVEments - 34 MSE- 2009-10-07 20723 6262 SL 39.000000000000 531 0 QH BUILDING IMPROVEments - 34 MSE- 2010-05-03 39149 11253 SL 39.000000000000 1004 0 QH BUILDING IMPROVEMENTS - 34 MSE- 2011-04-14 7654 2017 SL 39.000000000000 196 0 QH BUILDING IMPROVEMENTS - 34 MSE- 2011-09-30 14890 3773 SL 39.000000000000 382 0 QH - BUILDING - 38 MSE 2015-12-04 2135566 308056 SL 39.000000000000 54756 54756 QH LAND - 38 MSE 2015-12-04 789867 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 10320 4008 200DB 7.000000000000 460 0 CM -Building Improv. - 1034 AD 2017-08-16 75000 7615 SL 39.000000000000 1923 0 CM -Building Improv. - 1034 AD 2018-02-02 75000 6652 SL 39.000000000000 1923 0 CM -Building Improv. - 1034 AD 2018-05-03 50500 4155 SL 39.000000000000 1295 0 NASHVILLE TV SETS 2018-06-20 175000 NC 0.000000000000 0 0 CM-Building Improv. - 1034 AD 2018-12-20 75000 5050 SL 39.000000000000 1923 0 CM -Building Improv. - 1034 AD 2019-03-07 100000 6091 SL 39.000000000000 2564 0 CM-Building Improv. - 1034 AD 2019-04-05 10500 617 SL 39.000000000000 269 0 CM-Building Improv. - 1034 AD 2019-04-05 21836 1284 SL 39.000000000000 560 0 CM-Building Improv. - 1034 AD 2019-09-30 59661 2871 SL 39.000000000000 1530 0 CM-Building Improv. - 1034 AD 2020-06-15 38580 1113 SL 39.000000000000 989 0 QH BUILDING IMPROVEMENTS - 38 MSE 2020-12-08 34226 549 SL 39.000000000000 878 0 QH BUILDING IMPROVEMENTS - 38 MSE 2020-12-29 34964 561 SL 39.000000000000 896 0 QH Building Improvements - 34 MSE 2020-10-23 3000 61 SL 39.000000000000 77 0 QH HVAC- 34 MSE 2020-11-25 27260 496 SL 39.000000000000 699 0 CM-Building Improv. - 1034 AD 2020-08-14 4169 103 SL 39.000000000000 107 0 CM-Building Improv. - 1034 AD 2020-09-08 55217 1241 SL 39.000000000000 1416 0 CM-Building Improv. - 1034 AD 2020-12-17 10356 166 SL 39.000000000000 266 0 CM-Building Improv. - 1034 AD 2021-01-26 6431 89 SL 39.000000000000 165 0 CM-Building Improv. - 1034 AD 2021-02-04 24135 284 SL 39.000000000000 619 0 CM-Building Improv. - 1034 AD 2021-03-16 2747 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 51265 165 SL 39.000000000000 1314 0 CM-Building Improv. - 1034 AD 2021-12-06 18135 SL 39.000000000000 291 0 CM-Building Improv. - 1034 AD 2022-03-11 47309 SL 39.000000000000 456 0 CM-Building Improv. - 1034 AD 2022-05-09 5502 SL 39.000000000000 29 0 AD-Building - 1024 Audubon Drive 2021-08-01 450588 SL 39.000000000000 11089 0 AD-Land - 1024 Audubon Drive 2021-08-01 79516 L 39.000000000000 0 0 B OF A CORPORATE BONDS 9401587 9129759 B OF A EQUITIES 7956108 9989561 QH-BUILDING - 34 MSE 1440667 552601 888066 QH - Building Improvements - 34 MSE 447469 171634 275835 QH BUILDING Improvements - 34 MSE- 13258 5086 8172 CM -BUILDING - 1034 AD 914093 350614 563479 CM -Building Improv. - 1034 AD 375363 143974 231389 J. CASH MEMORABILIA 747905 0 747905 RCA MICROPHONE COLL. 120000 0 120000 JIM REEVES COLLECTION 325000 0 325000 QH - LAND - 34 MSE 1166403 0 1166403 CM - LAND - 1034 AD 100000 0 100000 QH BUILDING IMPROVEments - 34 MSE- 174632 54670 119962 QH BUILDING IMPROVEments - 34 MSE- 62234 19485 42749 MCF -BUILDING IMPROVEMENTS 236371 73997 162374 QH BUILDING IMPROVEments - 34 MSE- 20723 6793 13930 QH BUILDING IMPROVEments - 34 MSE- 39149 12257 26892 QH BUILDING IMPROVEMENTS - 34 MSE- 7654 2213 5441 QH BUILDING IMPROVEMENTS - 34 MSE- 14890 4155 10735 QH - BUILDING - 38 MSE 2135566 362812 1772754 QH LAND - 38 MSE 789867 0 789867 QH BUILDING IMPROVEMENTS - 38 MSE- 900 120 780 QH - FURNITURE AND FIXTURE 10320 9628 692 CM -Building Improv. - 1034 AD 75000 9538 65462 CM -Building Improv. - 1034 AD 75000 8575 66425 CM -Building Improv. - 1034 AD 50500 5450 45050 NASHVILLE TV SETS 175000 0 175000 CM-Building Improv. - 1034 AD 75000 6973 68027 CM -Building Improv. - 1034 AD 100000 8655 91345 CM-Building Improv. - 1034 AD 10500 886 9614 CM-Building Improv. - 1034 AD 21836 1844 19992 CM-Building Improv. - 1034 AD 59661 4401 55260 CM-Building Improv. - 1034 AD 38580 2102 36478 QH BUILDING IMPROVEMENTS - 38 MSE 34226 1427 32799 QH BUILDING IMPROVEMENTS - 38 MSE 34964 1457 33507 QH Building Improvements - 34 MSE 3000 138 2862 QH HVAC- 34 MSE 27260 1195 26065 CM-Building Improv. - 1034 AD 4169 210 3959 CM-Building Improv. - 1034 AD 55217 2657 52560 CM-Building Improv. - 1034 AD 10356 432 9924 CM-Building Improv. - 1034 AD 6431 254 6177 CM-Building Improv. - 1034 AD 24135 903 23232 CM-Building Improv. - 1034 AD 2747 96 2651 CM-Building Improv. - 1034 AD 863 28 835 CM-Building Improv. - 1034 AD 895 26 869 CM-Building Improv. - 1034 AD 51265 1479 49786 CM-Building Improv. - 1034 AD 18135 291 17844 CM-Building Improv. - 1034 AD 47309 456 46853 CM-Building Improv. - 1034 AD 5502 29 5473 AD-Building - 1024 Audubon Drive 450588 11089 439499 AD-Land - 1024 Audubon Drive 79516 0 79516 DEPOSIT 19288 19288 19288 PREPAID EXPENSES 5417 5417 5417 INSURANCE 75110 0 75110 UTILITIES 10327 0 10327 REPAIRS & MAINTENANCE 76509 0 76509 CONTRACTED SERVICES 21378 0 21378 SECURITY COSTS 2425 0 2425 DUES AND SUBSCRIPTIONS 7877 0 7877 PROPERTY SERVICES 2685 0 2685 STORAGE FEES 4140 0 4140 OTHER INCOME 14064 14064 14064 INVESTMENT MANAGEMENT FEE 128893 128893 0 OTHER PROFESSIONAL FEES 109863 0 109863 TAXES AND LICENSES 3240 0 3240 PROPERTY TAXES 72702 0 72702