2025-06-13T15:55:52-05:00 2024-07-31 814234542 BPM LLP 2450 Colorado Avenue Suite 100E Santa Monica CA 904045535 990PF 2023-08-01 954686920 Mike Curb Foundation MIKE 6153215180 48 Music Square East Nashville TN 37203 MIKE CURB PRESIDENT 6153215080 2025-06-13 1 0 David Thaw P00179919 3108289798 2025-06-13 2023 2025-03-06 01:10:19Z X 40736591 X 7000000 473001 473001 324374 324374 494684 10798992 494684 13629 13629 8305688 1305688 0 0 0 434691 233163 201528 75067 0 75067 186911 115472 312917 0 312917 1009586 348635 589512 542266 542266 1551852 348635 1131778 6753836 957053 84496 156766 156766 1537251 408717 408717 9587862 13476436 17847836 9609524 11210438 11215403 0 2500000 2500000 10797027 2213863 8762552 8583164 8583164 24705 24705 24705 29606390 36360226 40736591 0 0 X 1500000 1500000 0 0 28106390 34860226 29606390 36360226 29606390 36360226 29606390 6753836 0 36360226 0 36360226 Bank of America Acct #2238 -PUBLICLY TRADED SECURITIES P 5294424 5325688 -31264 -31264 Bank of America Acct #1353 -PUBLICLY TRADED SECURITIES P 527903 364199 163704 163704 Bank of America Acct #0965 - PUBLICLY TRADED SECURITES P 899284 884674 14610 14610 Bank of America Acct #2238 -PUBLICLY TRADED SECURITIES P 2499032 2136725 362307 362307 Bank of America Acct #1353 -PUBLICLY TRADED SECURITIES P 135904 131476 4428 4428 Bank of America Acct #0965 - PUBLICLY TRADED SECURITES P 1442445 1461546 -19101 -19101 494684 13303 0 13303 0 13303 4683 0 14000 0 18683 X 0 5380 5380 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 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 NONE 0 BANK OF AMERICA 414 UNION STREET NASHVILLE TN 37239 INVESTMENT ADVISOR 233163 0 N/A 0 0 0 26767879 845972 5195151 32809002 0 0 32809002 492135 32316867 1615843 1615843 13303 13303 1602540 0 1602540 0 1602540 1131778 0 1131778 1602540 0 0 658774 1340617 1231974 1419373 4650738 1131778 0 0 0 1131778 0 470762 470762 4179976 0 0 0 0 0 0 188012 3991964 1340617 1231974 1419373 MICHAEL C CURB X BELMONT UNIVERSITY 1900 BELMONT BLVD NASHVILLE TN 37212 NONE PUBLIC GENERAL 107266 Grammy Museum Foundation Inc 800 W OLYMPIC BLVD STE A245 LOS ANGELES CA 90015 NONE public GENERAL 100000 MATTHEW 25 INC 625 BENTON AVE 120 NASHVILLE TN 37204 NONE PUBLIC GENERAL 25000 Metropolitan Inter-Faith Association 910 VANCE AVE MEMPHIS TN 38126 NONE PUBLIC GENERAL 10000 NORTH CAROLINA MUSIC HALL OF FAME 109 W A ST KANNAPOLIS NC 28081 NONE PUBLIC GENERAL 100000 SMITHSONIAN INSTITUTION - NATIONAL MUSEUM OF AMERICAN HISTORY PO BOX 418320 BOSTON MA 022418320 NONE PUBLIC GENERAL 200000 542266 0 14 473001 14 324374 01 13629 18 494684 0 1305688 0 1305688 0 0 0 0 0 0 0 0 0 0 X X 1 CURB RECORDS INC 25 MUSIC SQUARE WEST NASHVILLE TN 37203 7000000 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 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 QH-BUILDING - 34 MSE 2007-08-01 1440667 589540 SL 39.000000000000 36939 36939 QH - Building Improvements - 34 MSE 2007-08-01 447469 183107 SL 39.000000000000 11473 0 QH BUILDING Improvements - 34 MSE- 2007-08-01 13258 5426 SL 39.000000000000 340 340 CM -BUILDING - 1034 AD 2007-08-01 914093 374051 SL 39.000000000000 23437 23437 CM -Building Improv. - 1034 AD 2007-08-01 375363 153598 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 59148 SL 39.000000000000 4478 0 QH BUILDING IMPROVEments - 34 MSE- 2010-05-03 62234 21081 SL 39.000000000000 1596 0 MCF -BUILDING IMPROVEMENTS 2010-05-03 236371 80058 SL 39.000000000000 6061 0 QH BUILDING IMPROVEments - 34 MSE- 2009-10-07 20723 7324 SL 39.000000000000 531 0 QH BUILDING IMPROVEments - 34 MSE- 2010-05-03 39149 13261 SL 39.000000000000 1004 0 QH BUILDING IMPROVEMENTS - 34 MSE- 2011-04-14 7654 2409 SL 39.000000000000 196 0 QH BUILDING IMPROVEMENTS - 34 MSE- 2011-09-30 14890 4537 SL 39.000000000000 382 0 QH - BUILDING - 38 MSE 2015-12-04 2135566 417568 SL 39.000000000000 54756 54756 QH LAND - 38 MSE 2015-12-04 789867 L 0 0 QH BUILDING IMPROVEMENTS - 38 MSE- 2017-05-04 900 143 SL 39.000000000000 23 0 QH - FURNITURE AND FIXTURE 2016-10-03 10320 4929 200DB 7.000000000000 230 0 CM -Building Improv. - 1034 AD 2017-08-16 75000 11461 SL 39.000000000000 1923 0 CM -Building Improv. - 1034 AD 2018-02-02 75000 10498 SL 39.000000000000 1923 0 CM -Building Improv. - 1034 AD 2018-05-03 50500 6745 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 8896 SL 39.000000000000 1923 0 CM -Building Improv. - 1034 AD 2019-03-07 100000 11219 SL 39.000000000000 2564 0 CM-Building Improv. - 1034 AD 2019-04-05 10500 1155 SL 39.000000000000 269 0 CM-Building Improv. - 1034 AD 2019-04-05 21836 2404 SL 39.000000000000 560 0 CM-Building Improv. - 1034 AD 2019-09-30 59661 5931 SL 39.000000000000 1530 0 CM-Building Improv. - 1034 AD 2020-06-15 38580 3091 SL 39.000000000000 989 0 QH BUILDING IMPROVEMENTS - 38 MSE 2020-12-08 34226 2305 SL 39.000000000000 878 0 QH BUILDING IMPROVEMENTS - 38 MSE 2020-12-29 34964 2353 SL 39.000000000000 896 0 QH Building Improvements - 34 MSE 2020-10-23 3000 215 SL 39.000000000000 77 0 QH HVAC- 34 MSE 2020-11-25 27260 1894 SL 39.000000000000 699 0 CM-Building Improv. - 1034 AD 2020-08-14 4169 317 SL 39.000000000000 107 0 CM-Building Improv. - 1034 AD 2020-09-08 55217 4073 SL 39.000000000000 1416 0 CM-Building Improv. - 1034 AD 2020-12-17 10356 698 SL 39.000000000000 266 0 CM-Building Improv. - 1034 AD 2021-01-26 6431 419 SL 39.000000000000 165 0 CM-Building Improv. - 1034 AD 2021-02-04 24135 1522 SL 39.000000000000 619 0 CM-Building Improv. - 1034 AD 2021-03-16 2747 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 51265 2793 SL 39.000000000000 1314 0 CM-Building Improv. - 1034 AD 2021-12-06 18135 756 SL 39.000000000000 465 0 CM-Building Improv. - 1034 AD 2022-03-11 47309 1669 SL 39.000000000000 1213 0 CM-Building Improv. - 1034 AD 2022-05-09 5502 170 SL 39.000000000000 141 0 AD-Building - 1024 Audubon Drive 2021-08-01 450588 22642 SL 39.000000000000 11553 0 AD-Land - 1024 Audubon Drive 2021-08-01 79516 L 39.000000000000 0 0 CM-Building Improv. - 1034 AD 2022-08-11 56052 1379 SL 39.000000000000 1437 0 CM-Building Improv. - 1034 AD 2023-01-27 53333 742 SL 39.000000000000 1367 0 AD-Building Improv. - 1024 Audubon Drive 2023-11-28 7523 SL 39.000000000000 137 0 B OF A CORPORATE BONDS 11210438 11215403 B OF A EQUITIES 13476436 17847836 Investment in Curb Beale Street Nonprofit LLC AT COST 2500000 2500000 QH-BUILDING - 34 MSE 1440667 626479 814188 QH - Building Improvements - 34 MSE 447469 194580 252889 QH BUILDING Improvements - 34 MSE- 13258 5766 7492 CM -BUILDING - 1034 AD 914093 397488 516605 CM -Building Improv. - 1034 AD 375363 163222 212141 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 63626 111006 QH BUILDING IMPROVEments - 34 MSE- 62234 22677 39557 MCF -BUILDING IMPROVEMENTS 236371 86119 150252 QH BUILDING IMPROVEments - 34 MSE- 20723 7855 12868 QH BUILDING IMPROVEments - 34 MSE- 39149 14265 24884 QH BUILDING IMPROVEMENTS - 34 MSE- 7654 2605 5049 QH BUILDING IMPROVEMENTS - 34 MSE- 14890 4919 9971 QH - BUILDING - 38 MSE 2135566 472324 1663242 QH LAND - 38 MSE 789867 0 789867 QH BUILDING IMPROVEMENTS - 38 MSE- 900 166 734 QH - FURNITURE AND FIXTURE 10320 10319 1 CM -Building Improv. - 1034 AD 75000 13384 61616 CM -Building Improv. - 1034 AD 75000 12421 62579 CM -Building Improv. - 1034 AD 50500 8040 42460 NASHVILLE TV SETS 175000 0 175000 CM-Building Improv. - 1034 AD 75000 10819 64181 CM -Building Improv. - 1034 AD 100000 13783 86217 CM-Building Improv. - 1034 AD 10500 1424 9076 CM-Building Improv. - 1034 AD 21836 2964 18872 CM-Building Improv. - 1034 AD 59661 7461 52200 CM-Building Improv. - 1034 AD 38580 4080 34500 QH BUILDING IMPROVEMENTS - 38 MSE 34226 3183 31043 QH BUILDING IMPROVEMENTS - 38 MSE 34964 3249 31715 QH Building Improvements - 34 MSE 3000 292 2708 QH HVAC- 34 MSE 27260 2593 24667 CM-Building Improv. - 1034 AD 4169 424 3745 CM-Building Improv. - 1034 AD 55217 5489 49728 CM-Building Improv. - 1034 AD 10356 964 9392 CM-Building Improv. - 1034 AD 6431 584 5847 CM-Building Improv. - 1034 AD 24135 2141 21994 CM-Building Improv. - 1034 AD 2747 236 2511 CM-Building Improv. - 1034 AD 863 72 791 CM-Building Improv. - 1034 AD 895 72 823 CM-Building Improv. - 1034 AD 51265 4107 47158 CM-Building Improv. - 1034 AD 18135 1221 16914 CM-Building Improv. - 1034 AD 47309 2882 44427 CM-Building Improv. - 1034 AD 5502 311 5191 AD-Building - 1024 Audubon Drive 450588 34195 416393 AD-Land - 1024 Audubon Drive 79516 0 79516 CM-Building Improv. - 1034 AD 56052 2816 53236 CM-Building Improv. - 1034 AD 53333 2109 51224 AD-Building Improv. - 1024 Audubon Drive 7523 137 7386 DEPOSIT 19288 19288 19288 PREPAID EXPENSES 5417 5417 5417 INSURANCE 71750 0 71750 UTILITIES 14667 0 14667 REPAIRS & MAINTENANCE 77191 0 77191 CONTRACTED SERVICES 9136 0 9136 SECURITY COSTS 1820 0 1820 DUES AND SUBSCRIPTIONS 9417 0 9417 PROPERTY SERVICES 69602 0 69602 STORAGE FEES 2760 0 2760 EVENT SPONSORSHIP 55000 0 55000 Travel 1574 0 1574 OTHER INCOME 8829 8829 8829 OTHER INCOME 4800 4800 4800 INVESTMENT MANAGEMENT FEE 233163 233163 0 OTHER PROFESSIONAL FEES 201528 0 201528 TAXES AND LICENSES 1086 0 1086 PROPERTY TAXES 73981 0 73981