MIKE CURB FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: MIKE CURB FOUNDATION (EIN 95-4686920)
Tax period: 2024-08-01 to 2025-07-31
Filed: 2025-12-11
IRS object ID: 202523459349100817
Schema version: 2024v5.2
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
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	2025-12-11T13:57:27-06:00	ReturnTs
Tax Period End	2025-07-31	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	2024-08-01	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	2025-12-10	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	2025-12-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	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	$40,090,214	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	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$449,805	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$449,805	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$311,486	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$311,486	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$869,972	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$11,997,577	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$869,972	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$33,680	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$33,680	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,664,943	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,664,943	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	$423,353	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$230,049	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$193,304	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$27,529	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$27,529	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$186,757	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$115,472	DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss	$235,701	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$235,701	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$873,340	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$345,521	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$456,534	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,737,600	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,737,600	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,610,940	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$345,521	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,194,134	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$945,997	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,319,422	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$156,766	CashBOYAmt
Cash EOY	$68,263	CashEOYAmt
Cash EOYFMV	$68,263	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$408,717	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$676,283	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$676,283	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$13,476,436	CorporateStockBOYAmt
Corporate Stock EOY	$12,383,174	CorporateStockEOYAmt
Corporate Stock EOYFMV	$17,055,456	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$11,210,438	CorporateBondsBOYAmt
Corporate Bonds EOY	$11,364,489	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$11,368,192	CorporateBondsEOYFMVAmt
Other Investments BOY	$2,500,000	OtherInvestmentsBOYAmt
Other Investments EOY	$2,500,000	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,500,000	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$10,797,935	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,400,620	LandBldgEquipAccumDeprecAmt
Land BOY	$8,583,164	LandBOYAmt
Land EOY	$8,397,315	LandEOYAmt
Land EOYFMV	$8,397,315	LandEOYFMVAmt
Other Assets BOY	$24,705	OtherAssetsBOYAmt
Other Assets EOY	$24,705	OtherAssetsEOYAmt
Other Assets EOYFMV	$24,705	OtherAssetsEOYFMVAmt
Total Assets BOY	$36,360,226	TotalAssetsBOYAmt
Total Assets EOY	$35,414,229	TotalAssetsEOYAmt
Total Assets EOYFMV	$40,090,214	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	$34,860,226	RetainedEarningBOYAmt
Retained Earning EOY	$33,914,229	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$36,360,226	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$35,414,229	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$36,360,226	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$35,414,229	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$36,360,226	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$945,997	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$35,414,229	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$35,414,229	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
LTCG DIVIDEND DISTRIBUTION #2238 - PUBLICLY TRADED SECURITIES	P	$14,897	$14,897	$14,897
Bank of America Acct #2238 -PUBLICLY TRADED SECURITIES	P	$1,890,369	-$91,263	-$91,263	$1,981,632
Bank of America Acct #2238 -PUBLICLY TRADED SECURITIES	P	$6,086,550	$752,367	$752,367	$5,334,183
Bank of America Acct #1353 -PUBLICLY TRADED SECURITIES	P	$867,481	$197,820	$197,820	$669,661
Bank of America Acct #1353 -PUBLICLY TRADED SECURITIES	P	$28,788	-$35,458	-$35,458	$64,246
Bank of America Acct #0965 - PUBLICLY TRADED SECURITES	P	$2,342,691	$33,469	$33,469	$2,309,222
Bank of America Acct #0965 - PUBLICLY TRADED SECURITES	P	$766,801	-$1,860	-$1,860	$768,661

Field	Value	IRS element (for citing)
Capital Gain Net Income	$869,972	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$18,340	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$18,340	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$18,340	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,380	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$5,380	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$12,960	TaxDueAmt

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	2450 COLORADO AVENUE SUITE 100E	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	$230,049	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	$28,264,382	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$663,744	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$7,696,059	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$36,624,185	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$36,624,185	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$549,363	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$36,074,822	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,803,741	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,803,741	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$18,340	TaxBasedOnInvestmentIncomeAmt
Total Tax	$18,340	TotalTaxAmt
Distributable Before Adj	$1,785,401	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,785,401	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,785,401	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,194,134	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$2,194,134	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,785,401	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,340,617	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,231,974	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$1,419,373	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$3,991,964	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,194,134	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,785,401	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$408,733	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$4,400,697	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	$1,340,617	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,060,080	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,231,974	ExcessFromYear4Amt
Excess From Year2	$1,419,373	ExcessFromYear2Amt
Excess From Current Year	$408,733	ExcessFromCurrentYearAmt

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 (8 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	$1,100,000
Grammy Museum Foundation Inc
800 W OLYMPIC BLVD STE A245	LOS ANGELES	CA	90015	NONE	public	GENERAL	$100,000
MIDDLE TENNESSEE COUNCIL
3414 HILLSBORO PIKE	NASHVILLE	TN	37215	NONE	PUBLIC	GENERAL	$112,600
NASHVILLE PUBLIC MEDIA
308 Timmons Street	NASHVILLE	TN	37211	NONE	PUBLIC	GENERAL	$100,000
NORTH CAROLINA MUSIC HALL OF FAME
109 W A ST	KANNAPOLIS	NC	28081	NONE	PUBLIC	GENERAL	$75,000
SAFE HAVEN FAMILY SHELTER
1234 3RD AVE S	NASHVILLE	TN	37210	NONE	PUBLIC	GENERAL	$20,000
SMITHSONIAN INSTITUTION - NATIONAL MUSEUM OF AMERICAN HISTORY
PO BOX 418320	BOSTON	MA	022418320	NONE	PUBLIC	GENERAL	$200,000
White House Historical Association
740 Jackson Pl NW	Washington	DC	20006	None	Public	General	$30,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,737,600	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	$449,805	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$311,486	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$33,680	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$869,972	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,664,943	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,664,943	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

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 being used by Belmont University for the college's programs in the 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 (53 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	$626,479	SL	39.000000000000	$36,939	$36,939
QH - Building Improvements - 34 MSE	2007-08-01	$447,469	$194,580	SL	39.000000000000	$11,473	$0
QH BUILDING Improvements - 34 MSE-	2007-08-01	$13,258	$5,766	SL	39.000000000000	$340	$340
CM -BUILDING - 1034 AD	2007-08-01	$914,093	$397,488	SL	39.000000000000	$23,437	$23,437
CM -Building Improv. - 1034 AD	2007-08-01	$375,363	$163,222	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	$63,626	SL	39.000000000000	$4,478	$0
QH BUILDING IMPROVEments - 34 MSE-	2010-05-03	$62,234	$22,677	SL	39.000000000000	$1,596	$0
MCF -BUILDING IMPROVEMENTS	2010-05-03	$236,371	$86,119	SL	39.000000000000	$6,061	$0
QH BUILDING IMPROVEments - 34 MSE-	2009-10-07	$20,723	$7,855	SL	39.000000000000	$531	$0
QH BUILDING IMPROVEments - 34 MSE-	2010-05-03	$39,149	$14,265	SL	39.000000000000	$1,004	$0
QH BUILDING IMPROVEMENTS - 34 MSE-	2011-04-14	$7,654	$2,605	SL	39.000000000000	$196	$0
QH BUILDING IMPROVEMENTS - 34 MSE-	2011-09-30	$14,890	$4,919	SL	39.000000000000	$382	$0
QH - BUILDING - 38 MSE	2015-12-04	$2,135,566	$472,324	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	$166	SL	39.000000000000	$23	$0
QH - FURNITURE AND FIXTURE	2016-10-03	$10,320	$5,159	200DB	7.000000000000	$0	$0
CM -Building Improv. - 1034 AD	2017-08-16	$75,000	$13,384	SL	39.000000000000	$1,923	$0
CM -Building Improv. - 1034 AD	2018-02-02	$75,000	$12,421	SL	39.000000000000	$1,923	$0
CM -Building Improv. - 1034 AD	2018-05-03	$50,500	$8,040	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	$10,819	SL	39.000000000000	$1,923	$0
CM -Building Improv. - 1034 AD	2019-03-07	$100,000	$13,783	SL	39.000000000000	$2,564	$0
CM-Building Improv. - 1034 AD	2019-04-05	$10,500	$1,424	SL	39.000000000000	$269	$0
CM-Building Improv. - 1034 AD	2019-04-05	$21,836	$2,964	SL	39.000000000000	$560	$0
CM-Building Improv. - 1034 AD	2019-09-30	$59,661	$7,461	SL	39.000000000000	$1,530	$0
CM-Building Improv. - 1034 AD	2020-06-15	$38,580	$4,080	SL	39.000000000000	$989	$0
QH BUILDING IMPROVEMENTS - 38 MSE	2020-12-08	$34,226	$3,183	SL	39.000000000000	$878	$0
QH BUILDING IMPROVEMENTS - 38 MSE	2020-12-29	$34,964	$3,249	SL	39.000000000000	$896	$0
QH Building Improvements - 34 MSE	2020-10-23	$3,000	$292	SL	39.000000000000	$77	$0
QH HVAC- 34 MSE	2020-11-25	$27,260	$2,593	SL	39.000000000000	$699	$0
CM-Building Improv. - 1034 AD	2020-08-14	$4,169	$424	SL	39.000000000000	$107	$0
CM-Building Improv. - 1034 AD	2020-09-08	$55,217	$5,489	SL	39.000000000000	$1,416	$0
CM-Building Improv. - 1034 AD	2020-12-17	$10,356	$964	SL	39.000000000000	$266	$0
CM-Building Improv. - 1034 AD	2021-01-26	$6,431	$584	SL	39.000000000000	$165	$0
CM-Building Improv. - 1034 AD	2021-02-04	$24,135	$2,141	SL	39.000000000000	$619	$0
CM-Building Improv. - 1034 AD	2021-03-16	$2,747	$236	SL	39.000000000000	$70	$0
CM-Building Improv. - 1034 AD	2021-04-20	$863	$72	SL	39.000000000000	$22	$0
CM-Building Improv. - 1034 AD	2021-06-10	$895	$72	SL	39.000000000000	$23	$0
CM-Building Improv. - 1034 AD	2021-06-14	$51,265	$4,107	SL	39.000000000000	$1,314	$0
CM-Building Improv. - 1034 AD	2021-12-06	$18,135	$1,221	SL	39.000000000000	$465	$0
CM-Building Improv. - 1034 AD	2022-03-11	$47,309	$2,882	SL	39.000000000000	$1,213	$0
CM-Building Improv. - 1034 AD	2022-05-09	$5,502	$311	SL	39.000000000000	$141	$0
AD-Building - 1024 Audubon Drive	2021-08-01	$450,588	$34,195	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	$2,816	SL	39.000000000000	$1,437	$0
CM-Building Improv. - 1034 AD	2023-01-27	$53,333	$2,109	SL	39.000000000000	$1,367	$0
AD-Building Improv. - 1024 Audubon Drive	2023-11-28	$7,523	$137	SL	39.000000000000	$193	$0
AD-Building Improv. - 1024 Audubon Drive	2024-09-30	$908		SL	39.000000000000	$20	$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	$11,364,489	EOYBookValueAmt
EOYFMV	$11,368,192	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	$12,383,174	EOYBookValueAmt
EOYFMV	$17,055,456	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 (53 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
QH-BUILDING - 34 MSE	$1,440,667	$663,418	$777,249
QH - Building Improvements - 34 MSE	$447,469	$206,053	$241,416
QH BUILDING Improvements - 34 MSE-	$13,258	$6,106	$7,152
CM -BUILDING - 1034 AD	$914,093	$420,925	$493,168
CM -Building Improv. - 1034 AD	$375,363	$172,846	$202,517
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	$68,104	$106,528
QH BUILDING IMPROVEments - 34 MSE-	$62,234	$24,273	$37,961
MCF -BUILDING IMPROVEMENTS	$236,371	$92,180	$144,191
QH BUILDING IMPROVEments - 34 MSE-	$20,723	$8,386	$12,337
QH BUILDING IMPROVEments - 34 MSE-	$39,149	$15,269	$23,880
QH BUILDING IMPROVEMENTS - 34 MSE-	$7,654	$2,801	$4,853
QH BUILDING IMPROVEMENTS - 34 MSE-	$14,890	$5,301	$9,589
QH - BUILDING - 38 MSE	$2,135,566	$527,080	$1,608,486
QH LAND - 38 MSE	$789,867	$0	$789,867
QH BUILDING IMPROVEMENTS - 38 MSE-	$900	$189	$711
QH - FURNITURE AND FIXTURE	$10,320	$10,319	$1
CM -Building Improv. - 1034 AD	$75,000	$15,307	$59,693
CM -Building Improv. - 1034 AD	$75,000	$14,344	$60,656
CM -Building Improv. - 1034 AD	$50,500	$9,335	$41,165
NASHVILLE TV SETS	$175,000	$0	$175,000
CM-Building Improv. - 1034 AD	$75,000	$12,742	$62,258
CM -Building Improv. - 1034 AD	$100,000	$16,347	$83,653
CM-Building Improv. - 1034 AD	$10,500	$1,693	$8,807
CM-Building Improv. - 1034 AD	$21,836	$3,524	$18,312
CM-Building Improv. - 1034 AD	$59,661	$8,991	$50,670
CM-Building Improv. - 1034 AD	$38,580	$5,069	$33,511
QH BUILDING IMPROVEMENTS - 38 MSE	$34,226	$4,061	$30,165
QH BUILDING IMPROVEMENTS - 38 MSE	$34,964	$4,145	$30,819
QH Building Improvements - 34 MSE	$3,000	$369	$2,631
QH HVAC- 34 MSE	$27,260	$3,292	$23,968
CM-Building Improv. - 1034 AD	$4,169	$531	$3,638
CM-Building Improv. - 1034 AD	$55,217	$6,905	$48,312
CM-Building Improv. - 1034 AD	$10,356	$1,230	$9,126
CM-Building Improv. - 1034 AD	$6,431	$749	$5,682
CM-Building Improv. - 1034 AD	$24,135	$2,760	$21,375
CM-Building Improv. - 1034 AD	$2,747	$306	$2,441
CM-Building Improv. - 1034 AD	$863	$94	$769
CM-Building Improv. - 1034 AD	$895	$95	$800
CM-Building Improv. - 1034 AD	$51,265	$5,421	$45,844
CM-Building Improv. - 1034 AD	$18,135	$1,686	$16,449
CM-Building Improv. - 1034 AD	$47,309	$4,095	$43,214
CM-Building Improv. - 1034 AD	$5,502	$452	$5,050
AD-Building - 1024 Audubon Drive	$450,588	$45,748	$404,840
AD-Land - 1024 Audubon Drive	$79,516	$0	$79,516
CM-Building Improv. - 1034 AD	$56,052	$4,253	$51,799
CM-Building Improv. - 1034 AD	$53,333	$3,476	$49,857
AD-Building Improv. - 1024 Audubon Drive	$7,523	$330	$7,193
AD-Building Improv. - 1024 Audubon Drive	$908	$20	$888

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	$77,015	$0	$77,015
UTILITIES	$19,996	$0	$19,996
REPAIRS & MAINTENANCE	$37,745	$0	$37,745
CONTRACTED SERVICES	$200	$0	$200
SECURITY COSTS	$1,916	$0	$1,916
DUES AND SUBSCRIPTIONS	$10,067	$0	$10,067
PROPERTY SERVICES	$51,697	$0	$51,697
STORAGE FEES	$5,970	$0	$5,970
EVENT SPONSORSHIP	$30,000	$0	$30,000
Travel	$1,095	$0	$1,095

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME	$5,555	$5,555	$5,555
OTHER INCOME	$28,125	$28,125	$28,125

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE	$230,049	$230,049	$0
OTHER PROFESSIONAL FEES	$193,304	$0	$193,304

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES AND LICENSES	$15,220	$0	$15,220
PROPERTY TAXES	$12,309	$0	$12,309