MIKE CURB FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MIKE CURB FOUNDATION (EIN 95-4686920)
Tax period: 2023-08-01 to 2024-07-31
Filed: 2025-06-13
IRS object ID: 202531649349100913
Schema version: 2023v6.0
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
Investments Other Schedule2
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	2025-06-13T15:55:52-05:00	ReturnTs
Tax Period End	2024-07-31	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	2450 Colorado Avenue Suite 100E	AddressLine1Txt
City	Santa Monica	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	904045535	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-08-01	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	2025-06-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	David Thaw	PreparerPersonNm
PTIN	P00179919	PTIN
Phone	3108289798	PhoneNum
Preparation	2025-06-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$40,736,591	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	$7,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$473,001	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$473,001	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$324,374	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$324,374	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$494,684	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$10,798,992	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$494,684	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$13,629	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$13,629	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$8,305,688	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,305,688	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	$434,691	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$233,163	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$201,528	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$75,067	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$75,067	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$186,911	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$115,472	DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss	$312,917	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$312,917	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,009,586	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$348,635	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$589,512	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$542,266	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$542,266	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,551,852	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$348,635	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,131,778	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$6,753,836	ExcessRevenueOverExpensesAmt
Net Investment Income	$957,053	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$84,496	CashBOYAmt
Cash EOY	$156,766	CashEOYAmt
Cash EOYFMV	$156,766	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,537,251	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$408,717	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$408,717	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$9,587,862	CorporateStockBOYAmt
Corporate Stock EOY	$13,476,436	CorporateStockEOYAmt
Corporate Stock EOYFMV	$17,847,836	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$9,609,524	CorporateBondsBOYAmt
Corporate Bonds EOY	$11,210,438	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$11,215,403	CorporateBondsEOYFMVAmt
Other Investments BOY	$0	OtherInvestmentsBOYAmt
Other Investments EOY	$2,500,000	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,500,000	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$10,797,027	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,213,863	LandBldgEquipAccumDeprecAmt
Land BOY	$8,762,552	LandBOYAmt
Land EOY	$8,583,164	LandEOYAmt
Land EOYFMV	$8,583,164	LandEOYFMVAmt
Other Assets BOY	$24,705	OtherAssetsBOYAmt
Other Assets EOY	$24,705	OtherAssetsEOYAmt
Other Assets EOYFMV	$24,705	OtherAssetsEOYFMVAmt
Total Assets BOY	$29,606,390	TotalAssetsBOYAmt
Total Assets EOY	$36,360,226	TotalAssetsEOYAmt
Total Assets EOYFMV	$40,736,591	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	$28,106,390	RetainedEarningBOYAmt
Retained Earning EOY	$34,860,226	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$29,606,390	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$36,360,226	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$29,606,390	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$36,360,226	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$29,606,390	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$6,753,836	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$36,360,226	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$36,360,226	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 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	$5,294,424	$5,325,688	-$31,264	-$31,264
Bank of America Acct #1353 -PUBLICLY TRADED SECURITIES	P	$527,903	$364,199	$163,704	$163,704
Bank of America Acct #0965 - PUBLICLY TRADED SECURITES	P	$899,284	$884,674	$14,610	$14,610
Bank of America Acct #2238 -PUBLICLY TRADED SECURITIES	P	$2,499,032	$2,136,725	$362,307	$362,307
Bank of America Acct #1353 -PUBLICLY TRADED SECURITIES	P	$135,904	$131,476	$4,428	$4,428
Bank of America Acct #0965 - PUBLICLY TRADED SECURITES	P	$1,442,445	$1,461,546	-$19,101	-$19,101

Field	Value	IRS element (for citing)
Capital Gain Net Income	$494,684	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$13,303	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$13,303	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$13,303	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,683	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$14,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$18,683	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$5,380	OverpaymentAmt
Applied To ES Tax	$5,380	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	10.00	$0	$0	$0
LINDA CURB
48 MUSIC SQUARE EAST	NASHVILLE	TN	37203	DIRECTOR	10.00	$0	$0	$0
TRACY MOORE
3907 WEST ALAMEDA 2ND FLOOR	BURBANK	CA	91505	DIRECTOR AND SECRETARY	15.00	$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	$233,163	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	$26,767,879	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$845,972	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$5,195,151	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$32,809,002	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$32,809,002	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$492,135	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$32,316,867	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,615,843	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,615,843	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$13,303	TaxBasedOnInvestmentIncomeAmt
Total Tax	$13,303	TotalTaxAmt
Distributable Before Adj	$1,602,540	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,602,540	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,602,540	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,131,778	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,131,778	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,602,540	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$658,774	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,340,617	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,231,974	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$1,419,373	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,650,738	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,131,778	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,131,778	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$470,762	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$470,762	ExcessDistributionCyovAppCYAmt
Total Corpus	$4,179,976	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	$188,012	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,991,964	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,340,617	ExcessFromYear4Amt
Excess From Year3	$1,231,974	ExcessFromYear3Amt
Excess From Year1	$1,419,373	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 (6 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	$107,266
Grammy Museum Foundation Inc
800 W OLYMPIC BLVD STE A245	LOS ANGELES	CA	90015	NONE	public	GENERAL	$100,000
MATTHEW 25 INC
625 BENTON AVE 120	NASHVILLE	TN	37204	NONE	PUBLIC	GENERAL	$25,000
Metropolitan Inter-Faith Association
910 VANCE AVE	MEMPHIS	TN	38126	NONE	PUBLIC	GENERAL	$10,000
NORTH CAROLINA MUSIC HALL OF FAME
109 W A ST	KANNAPOLIS	NC	28081	NONE	PUBLIC	GENERAL	$100,000
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	$542,266	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	$473,001	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$324,374	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$13,629	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$494,684	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,305,688	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,305,688	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	$7,000,000	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 currently being renovated by Belmont University and will be use by them 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 (52 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	$589,540	SL	39.000000000000	$36,939	$36,939
QH - Building Improvements - 34 MSE	2007-08-01	$447,469	$183,107	SL	39.000000000000	$11,473	$0
QH BUILDING Improvements - 34 MSE-	2007-08-01	$13,258	$5,426	SL	39.000000000000	$340	$340
CM -BUILDING - 1034 AD	2007-08-01	$914,093	$374,051	SL	39.000000000000	$23,437	$23,437
CM -Building Improv. - 1034 AD	2007-08-01	$375,363	$153,598	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	$59,148	SL	39.000000000000	$4,478	$0
QH BUILDING IMPROVEments - 34 MSE-	2010-05-03	$62,234	$21,081	SL	39.000000000000	$1,596	$0
MCF -BUILDING IMPROVEMENTS	2010-05-03	$236,371	$80,058	SL	39.000000000000	$6,061	$0
QH BUILDING IMPROVEments - 34 MSE-	2009-10-07	$20,723	$7,324	SL	39.000000000000	$531	$0
QH BUILDING IMPROVEments - 34 MSE-	2010-05-03	$39,149	$13,261	SL	39.000000000000	$1,004	$0
QH BUILDING IMPROVEMENTS - 34 MSE-	2011-04-14	$7,654	$2,409	SL	39.000000000000	$196	$0
QH BUILDING IMPROVEMENTS - 34 MSE-	2011-09-30	$14,890	$4,537	SL	39.000000000000	$382	$0
QH - BUILDING - 38 MSE	2015-12-04	$2,135,566	$417,568	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	$143	SL	39.000000000000	$23	$0
QH - FURNITURE AND FIXTURE	2016-10-03	$10,320	$4,929	200DB	7.000000000000	$230	$0
CM -Building Improv. - 1034 AD	2017-08-16	$75,000	$11,461	SL	39.000000000000	$1,923	$0
CM -Building Improv. - 1034 AD	2018-02-02	$75,000	$10,498	SL	39.000000000000	$1,923	$0
CM -Building Improv. - 1034 AD	2018-05-03	$50,500	$6,745	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	$8,896	SL	39.000000000000	$1,923	$0
CM -Building Improv. - 1034 AD	2019-03-07	$100,000	$11,219	SL	39.000000000000	$2,564	$0
CM-Building Improv. - 1034 AD	2019-04-05	$10,500	$1,155	SL	39.000000000000	$269	$0
CM-Building Improv. - 1034 AD	2019-04-05	$21,836	$2,404	SL	39.000000000000	$560	$0
CM-Building Improv. - 1034 AD	2019-09-30	$59,661	$5,931	SL	39.000000000000	$1,530	$0
CM-Building Improv. - 1034 AD	2020-06-15	$38,580	$3,091	SL	39.000000000000	$989	$0
QH BUILDING IMPROVEMENTS - 38 MSE	2020-12-08	$34,226	$2,305	SL	39.000000000000	$878	$0
QH BUILDING IMPROVEMENTS - 38 MSE	2020-12-29	$34,964	$2,353	SL	39.000000000000	$896	$0
QH Building Improvements - 34 MSE	2020-10-23	$3,000	$215	SL	39.000000000000	$77	$0
QH HVAC- 34 MSE	2020-11-25	$27,260	$1,894	SL	39.000000000000	$699	$0
CM-Building Improv. - 1034 AD	2020-08-14	$4,169	$317	SL	39.000000000000	$107	$0
CM-Building Improv. - 1034 AD	2020-09-08	$55,217	$4,073	SL	39.000000000000	$1,416	$0
CM-Building Improv. - 1034 AD	2020-12-17	$10,356	$698	SL	39.000000000000	$266	$0
CM-Building Improv. - 1034 AD	2021-01-26	$6,431	$419	SL	39.000000000000	$165	$0
CM-Building Improv. - 1034 AD	2021-02-04	$24,135	$1,522	SL	39.000000000000	$619	$0
CM-Building Improv. - 1034 AD	2021-03-16	$2,747	$166	SL	39.000000000000	$70	$0
CM-Building Improv. - 1034 AD	2021-04-20	$863	$50	SL	39.000000000000	$22	$0
CM-Building Improv. - 1034 AD	2021-06-10	$895	$49	SL	39.000000000000	$23	$0
CM-Building Improv. - 1034 AD	2021-06-14	$51,265	$2,793	SL	39.000000000000	$1,314	$0
CM-Building Improv. - 1034 AD	2021-12-06	$18,135	$756	SL	39.000000000000	$465	$0
CM-Building Improv. - 1034 AD	2022-03-11	$47,309	$1,669	SL	39.000000000000	$1,213	$0
CM-Building Improv. - 1034 AD	2022-05-09	$5,502	$170	SL	39.000000000000	$141	$0
AD-Building - 1024 Audubon Drive	2021-08-01	$450,588	$22,642	SL	39.000000000000	$11,553	$0
AD-Land - 1024 Audubon Drive	2021-08-01	$79,516		L	39.000000000000	$0	$0
CM-Building Improv. - 1034 AD	2022-08-11	$56,052	$1,379	SL	39.000000000000	$1,437	$0
CM-Building Improv. - 1034 AD	2023-01-27	$53,333	$742	SL	39.000000000000	$1,367	$0
AD-Building Improv. - 1024 Audubon Drive	2023-11-28	$7,523		SL	39.000000000000	$137	$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	$11,210,438	EOYBookValueAmt
EOYFMV	$11,215,403	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	$13,476,436	EOYBookValueAmt
EOYFMV	$17,847,836	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	Investment in Curb Beale Street Nonprofit LLC	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$2,500,000	BookValueAmt
EOYFMV	$2,500,000	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (52 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
QH-BUILDING - 34 MSE	$1,440,667	$626,479	$814,188
QH - Building Improvements - 34 MSE	$447,469	$194,580	$252,889
QH BUILDING Improvements - 34 MSE-	$13,258	$5,766	$7,492
CM -BUILDING - 1034 AD	$914,093	$397,488	$516,605
CM -Building Improv. - 1034 AD	$375,363	$163,222	$212,141
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	$63,626	$111,006
QH BUILDING IMPROVEments - 34 MSE-	$62,234	$22,677	$39,557
MCF -BUILDING IMPROVEMENTS	$236,371	$86,119	$150,252
QH BUILDING IMPROVEments - 34 MSE-	$20,723	$7,855	$12,868
QH BUILDING IMPROVEments - 34 MSE-	$39,149	$14,265	$24,884
QH BUILDING IMPROVEMENTS - 34 MSE-	$7,654	$2,605	$5,049
QH BUILDING IMPROVEMENTS - 34 MSE-	$14,890	$4,919	$9,971
QH - BUILDING - 38 MSE	$2,135,566	$472,324	$1,663,242
QH LAND - 38 MSE	$789,867	$0	$789,867
QH BUILDING IMPROVEMENTS - 38 MSE-	$900	$166	$734
QH - FURNITURE AND FIXTURE	$10,320	$10,319	$1
CM -Building Improv. - 1034 AD	$75,000	$13,384	$61,616
CM -Building Improv. - 1034 AD	$75,000	$12,421	$62,579
CM -Building Improv. - 1034 AD	$50,500	$8,040	$42,460
NASHVILLE TV SETS	$175,000	$0	$175,000
CM-Building Improv. - 1034 AD	$75,000	$10,819	$64,181
CM -Building Improv. - 1034 AD	$100,000	$13,783	$86,217
CM-Building Improv. - 1034 AD	$10,500	$1,424	$9,076
CM-Building Improv. - 1034 AD	$21,836	$2,964	$18,872
CM-Building Improv. - 1034 AD	$59,661	$7,461	$52,200
CM-Building Improv. - 1034 AD	$38,580	$4,080	$34,500
QH BUILDING IMPROVEMENTS - 38 MSE	$34,226	$3,183	$31,043
QH BUILDING IMPROVEMENTS - 38 MSE	$34,964	$3,249	$31,715
QH Building Improvements - 34 MSE	$3,000	$292	$2,708
QH HVAC- 34 MSE	$27,260	$2,593	$24,667
CM-Building Improv. - 1034 AD	$4,169	$424	$3,745
CM-Building Improv. - 1034 AD	$55,217	$5,489	$49,728
CM-Building Improv. - 1034 AD	$10,356	$964	$9,392
CM-Building Improv. - 1034 AD	$6,431	$584	$5,847
CM-Building Improv. - 1034 AD	$24,135	$2,141	$21,994
CM-Building Improv. - 1034 AD	$2,747	$236	$2,511
CM-Building Improv. - 1034 AD	$863	$72	$791
CM-Building Improv. - 1034 AD	$895	$72	$823
CM-Building Improv. - 1034 AD	$51,265	$4,107	$47,158
CM-Building Improv. - 1034 AD	$18,135	$1,221	$16,914
CM-Building Improv. - 1034 AD	$47,309	$2,882	$44,427
CM-Building Improv. - 1034 AD	$5,502	$311	$5,191
AD-Building - 1024 Audubon Drive	$450,588	$34,195	$416,393
AD-Land - 1024 Audubon Drive	$79,516	$0	$79,516
CM-Building Improv. - 1034 AD	$56,052	$2,816	$53,236
CM-Building Improv. - 1034 AD	$53,333	$2,109	$51,224
AD-Building Improv. - 1024 Audubon Drive	$7,523	$137	$7,386

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 (10 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$71,750	$0	$71,750
UTILITIES	$14,667	$0	$14,667
REPAIRS & MAINTENANCE	$77,191	$0	$77,191
CONTRACTED SERVICES	$9,136	$0	$9,136
SECURITY COSTS	$1,820	$0	$1,820
DUES AND SUBSCRIPTIONS	$9,417	$0	$9,417
PROPERTY SERVICES	$69,602	$0	$69,602
STORAGE FEES	$2,760	$0	$2,760
EVENT SPONSORSHIP	$55,000	$0	$55,000
Travel	$1,574	$0	$1,574

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME	$8,829	$8,829	$8,829
OTHER INCOME	$4,800	$4,800	$4,800

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE	$233,163	$233,163	$0
OTHER PROFESSIONAL FEES	$201,528	$0	$201,528

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES AND LICENSES	$1,086	$0	$1,086
PROPERTY TAXES	$73,981	$0	$73,981