MARY LOUISE CURTIS BOK FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MARY LOUISE CURTIS BOK FOUNDATION (EIN 23-6000615)
Tax period: 2023-06-01 to 2024-05-31
Filed: 2025-04-03
IRS object ID: 202500939349300885
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
Schedule A
Schedule D
Schedule F
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-04-03T13:04:16-05:00	ReturnTs
Tax Period End	2024-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	410746749	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	TWO INTERNATIONAL PLACE 22ND FLOOR	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	236000615	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MARY LOUISE CURTIS BOK FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MARY	BusinessNameControlTxt
Phone	2158935252	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1726 LOCUST STREET	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MITCHELL BILKER	PersonNm
Person Title	ASSISTANT TREASURER	PersonTitleTxt
Phone	2158935252	PhoneNum
Signature	2025-03-24	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAURA J KENNEY	PreparerPersonNm
PTIN	P00202198	PTIN
Phone	6177170831	PhoneNum
Preparation	2025-03-24	PreparationDt

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

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	BAYARD FIECHTER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1726 LOCUST STREET	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$12,073,539	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1932	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	TO SUPPORT THE CURTIS INSTITUTE OF MUSIC, A TUITION-FREE MUSIC SCHOOL	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	9	TotalVolunteersCnt
Total Gross UBI	-$1,491	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$1,707,358	PYInvestmentIncomeAmt
CY Investment Income	$3,114,720	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$1,707,358	PYTotalRevenueAmt
CY Total Revenue	$3,114,720	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,212,371	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$4,254,788	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$656,354	PYOtherExpensesAmt
CY Other Expenses	$719,251	CYOtherExpensesAmt
PY Total Expenses	$4,868,725	PYTotalExpensesAmt
CY Total Expenses	$4,974,039	CYTotalExpensesAmt
PY Revenues Less Expenses	-$3,161,367	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,859,319	CYRevenuesLessExpensesAmt
Total Assets BOY	$94,922,125	TotalAssetsBOYAmt
Total Assets EOY	$104,032,150	TotalAssetsEOYAmt
Total Liabilities BOY	$257,045	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$249,826	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$94,665,080	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$103,782,324	NetAssetsOrFundBalancesEOYAmt
Mission	THE FOUNDATION WAS FORMED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES, PARTICULARLY THE SUPPORT OF MUSIC AND MUSIC EDUCATION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$4,254,788	ExpenseAmt
Grant	$4,254,788	GrantAmt
Revenue	$0	RevenueAmt
Desc	PROVIDE FINANCIAL SUPPORT FOR TUITION-FREE SCHOOL OF MUSIC: CURTIS INSTITUTE OF MUSIC, 1726 LOCUST STREET, PHILADELPHIA, PA 19103.	Desc
Total Program Service Expenses	$4,254,788	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MITCHELL BILKER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2157173118	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1726 LOCUST STREET	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
BAYARD FIECHTER
PRESIDENT	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
VICTORIA BOK
VICE PRESIDENT	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
JOSEPH M FIELD
SECRETARY	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
SCOTT M JENKINS
TREASURER	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
GARY GRAFFMAN
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
ROBERT H ROCK
DIRECTOR	1.00	1.00	Yes (X)		$0	$0	$0
THOMAS BOK
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
BRETT RUBINSON
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
SAMUEL R SHIPLEY
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,341,669	TotalRevenueColumnAmt
Unrelated Business Revenue	-$1,491	UnrelatedBusinessRevenueAmt
Exclusion	$1,343,160	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$10,731,870	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$8,958,819	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,773,051	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,773,051	TotalRevenueColumnAmt
Exclusion	$1,773,051	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,114,720	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$1,491	UnrelatedBusinessRevenueAmt
Exclusion	$3,116,211	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$4,254,788	TotalAmt
Program Services	$4,254,788	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$42,000	TotalAmt
Management And General	$42,000	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$25,588	TotalAmt
Management And General	$25,588	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$651,663	TotalAmt
Management And General	$651,663	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,974,039	TotalAmt
Program Services	$4,254,788	ProgramServicesAmt
Management And General	$719,251	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$252,085	BOYAmt
EOY	$450,392	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$25,478,946	BOYAmt
EOY	$26,322,948	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$69,191,094	BOYAmt
EOY	$77,258,810	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$94,922,125	BOYAmt
EOY	$104,032,150	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$18,901	BOYAmt
EOY	$44,489	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$238,144	BOYAmt
EOY	$205,337	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$257,045	BOYAmt
EOY	$249,826	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$94,665,080	BOYAmt
EOY	$103,782,324	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$94,665,080	BOYAmt
EOY	$103,782,324	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$94,922,125	BOYAmt
EOY	$104,032,150	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,859,319	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$10,976,563	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Non Func	Yes (X)	SupportingOrgType3NonFuncInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CURTIS INSTITUTE OF MUSIC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	231585611	EIN
Organization Type	2	OrganizationTypeCd
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Support	$4,254,788	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$4,254,788	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (1)	TimelyProvidedDocumentsInd
Officers Close Relationship	Yes (1)	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (1)	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$1,287,322	PriorYearAmt
Current Year	$1,341,669	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$1,287,322	PriorYearAmt
Current Year	$1,341,669	CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$656,354	PriorYearAmt
Current Year	$719,251	CurrentYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$630,968	PriorYearAmt
Current Year	$622,418	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$93,481,906	PriorYearAmt
Current Year	$98,821,035	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$828,342	PriorYearAmt
Current Year	$377,879	CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$94,310,248	PriorYearAmt
Current Year	$99,198,914	CurrentYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$94,310,248	PriorYearAmt
Current Year	$99,198,914	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$1,414,654	PriorYearAmt
Current Year	$1,487,984	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$92,895,594	PriorYearAmt
Current Year	$97,710,930	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$3,251,346	PriorYearAmt
Current Year	$3,419,883	CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$3,251,346	PriorYearAmt
Current Year	$3,419,883	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$630,968	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$536,323	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$3,251,346	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$3,251,346	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$3,251,346	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$4,254,788	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$0	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$4,254,788	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$4,254,788	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$3,251,346	CYDistributableAsAdjustedAmt
CY Distribution Yr	100.000000000000	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$3,251,346	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,596,773	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$4,053,532	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$4,212,371	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$10,862,676	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$3,251,346	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$7,611,330	ExcessDistributionCyovAmt
CY Total Annual Distributions	$4,254,788	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$4,254,788	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$11,866,118	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$3,398,959	ExcessFromYear3Amt
Excess From Year2	$4,212,371	ExcessFromYear2Amt
Excess From Year1	$4,254,788	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART IV, SECTION D, LINE 3:	FormAndLineReferenceDesc
Explanation	THE MARY LOUISE CURTIS BOK FOUNDATION HAS NINE DIRECTORS. TWO OF THE DIRECTORS ARE ALSO TRUSTEES OF THE CURTIS INSTITUTE OF MUSIC. IN ADDITION, TWO OF THE MARY LOUISE CURTIS BOK FOUNDATION DIRECTORS ARE ACTIVE MEMBERS OF IMPORTANT CURTIS INSTITUTE OF MUSIC COMMITTEES (FINANCE, INVESTMENT, HUMAN RESOURCES, AND GOVERNANCE) THAT MAKE OPERATIONAL DECISIONS FOR THE CURTIS INSTITUTE OF MUSIC. THERE IS A CLOSE WORKING RELATIONSHIP BETWEEN THE OFFICERS AND DIRECTORS OF BOTH ORGANIZATIONS AND BY REASON OF THIS RELATIONSHIP, THE OFFICERS AND DIRECTORS OF THE CURTIS INSTITUTE OF MUSIC HAVE A SIGNIFICANT, BUT NOT MAJORITY, VOICE IN THE MARY LOUISE CURTIS BOK FOUNDATION'S INVESTMENT POLICIES, TIMING OF GRANTS, MANNER OF SELECTING GRANT RECIPIENTS, AND IN OTHERWISE DIRECTING THE USE OF THE MARY LOUISE CURTIS BOK FOUNDATION'S INCOME OR ASSETS.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
COMMODITY FUNDS	$568,714	F
COMMINGLED FUNDS	$53,729,908	F
HEDGE FUNDS	$17,210,132	F
REAL ESTATE FUNDS	$2,339,006	F
PRIVATE EQUITY FUNDS	$3,411,050	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$77,258,810	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DUE TO RELATED PARTY	Desc
Amt	$205,337	Amt

Field	Value	IRS element (for citing)
Total Liability	$205,337	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$13,439,620	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$10,976,563	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$10,976,563	RevenueNotReportedAmt
Revenue Subtotal	$2,463,057	RevenueSubtotalAmt
Investment Expenses Not Incld	$651,663	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$651,663	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,114,720	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,322,376	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$4,322,376	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$651,663	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$651,663	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,974,039	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. OPEN PERIODS SUBJECT TO AUDIT ARE GENERALLY THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE INSTITUTE HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	N/A	$33,026,236
EUROPE (INCLUDING ICELAND & GREENLAND)	INVESTMENTS	N/A	$369,065
EAST ASIA AND THE PACIFIC	INVESTMENTS	N/A	$2,301,189
SUB-SAHARAN AFRICA	INVESTMENTS	N/A	$3,597,767

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$39,294,257	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$39,294,257	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE F, PART IV	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION'S ACTIVITY IN FOREIGN CORPORATIONS DURING FY24 DOES NOT REQUIRE FILING OF FORM 926. THE ORGANIZATION IS A CATEGORY 5A FILER WITH RESPECT TO ONE FOREIGN CORPORATION. THE INFORMATION REQUIRED UNDER SECTIONS 6038 AND 6046 AND RELATED REGULATIONS HAS BEEN FILED ELECTRONICALLY BY CURTIS INSTITUTE OF MUSIC EIN 23-1585611. FORM 5471 SCHEDULE P IS ATTACHED TO THE ORGANIZATION'S 2023 FORM 990-T. THE ORGANIZATION'S ACTIVITY IN PASSIVE FOREIGN INVESTMENT COMPANIES DURING FY24 DOES NOT REQUIRE FILING OF FORM 8621. THE ORGANIZATION'S ACTIVITY IN FOREIGN PARTNERSHIPS DURING FY24 DOES NOT REQUIRE FILING OF FORM 8865.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CURTIS INSTITUTE OF MUSIC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1726 LOCUST STREET	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	231585611	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$4,254,788	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	TO SUPPORT OPERATIONS OF THE CURTIS INSTITUTE OF MUSIC	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE FOUNDATION MAKES A GRANT TO SUPPORT THE ONGOING OPERATIONS OF THE CURTIS INSTITUTE OF MUSIC, A TUITION-FREE SCHOOL OF MUSIC THAT STRIVES TO EDUCATE AND TRAIN EXCEPTIONALLY GIFTED MUSICIANS FOR PERFORMING CAREERS AT THE HIGHEST PROFESSIONAL LEVEL. MONITORING OF THE USE OF THESE FUNDS IS DONE BY FOUNDATION BOARD MEMBERS PARTICIPATING IN THE CURTIS INSTITUTE OF MUSIC'S COMMITTEES THAT ARE CHARGED WITH THE APPROVAL AND OVERSIGHT FOR THE CREATION OF THE OPERATING BUDGET AS WELL AS ONGOING MONITORING THROUGHOUT THE FISCAL YEAR.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	VICTORIA BOK, VICE PRESIDENT, AND TOMAS BOK, DIRECTOR, HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 8B	THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B	PRIOR TO ITS FILING, THE FORM 990 IS REVIEWED BY THE CURTIS INSTITUTE OF MUSIC AUDIT COMMITTEE WITH MANAGEMENT. ONCE APPROVED, THE FORM 990 IS THEN POSTED TO A PRIVATE ONLINE PORTAL FOR DIRECTORS TO REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUALLY, FOUNDATION BOARD MEMBERS ARE ASKED TO REVIEW THEIR CONFLICTS OF INTEREST AND DISCLOSE ANY NEW CONFLICTS OR POTENTIAL CONFLICTS. CONFLICTS ARE SUBMITTED TO THE CHAIR OF THE GOVERNANCE COMMITTEE FOR REVIEW AND DISCUSSION WITH THE GOVERNANCE COMMITTEE. THE COMMITTEE DECIDES IF EACH DISCLOSED POTENTIAL CONFLICT 1) REPRESENTS A REAL CONFLICT, 2) IF A CONFLICT EXISTS, IS IT PERMISSIBLE OR IMPERMISSIBLE. ALL CONFLICTS (PERMISSIBLE AND IMPERMISSIBLE) ARE REPORTED TO THE BOARD OF TRUSTEES, WHO ARE TASKED WITH APPROVING RESOLUTIONS FOR PERMISSIBLE CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15	THE FOUNDATION DOES NOT COMPENSATE ANY PERSON MEETING THE IRS DEFINITION OF OFFICER OR KEY EMPLOYEE.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CURTIS INSTITUTE OF MUSIC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1726 LOCUST STREET	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
EIN	231585611	EIN
Primary Activities	MUSIC EDUCATION	PrimaryActivitiesTxt
Legal Domicile State	PA	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 2	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd