MARY LOUISE CURTIS BOK FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: MARY LOUISE CURTIS BOK FOUNDATION (EIN 23-6000615)
Tax period: 2021-06-01 to 2022-05-31
Filed: 2023-03-28
IRS object ID: 202330879349300108
Schema version: 2021v4.2
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
Schedule A
Schedule D
Schedule F
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-03-28T08:39:09-05:00	ReturnTs
Tax Period End	2022-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390758449	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	170 N RADNOR-CHESTER RD SUITE 200	AddressLine1Txt
City	RADNOR	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19087	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-06-01	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	2023-03-23	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MITCHELL	PersonFirstNm
Person Last	BILKER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SOLOMON MARDAKHAEV	PreparerPersonNm
PTIN	P01806552	PTIN
Phone	6105653930	PhoneNum
Preparation	2023-03-23	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	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	$41,628,061	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	THE FOUNDATION WAS FORMED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, PARTICULARLY THE SUPPORT OF MUSIC AND MUSIC EDUCATION. THE FOUNDATION PROVIDES SUPPORT TO THE CURTIS INSTITUTE OF MUSIC, A TUITION FREE MUSIC SCHOOL THAT EDUCATES APPROXIMATELY 150 STUDENTS ANNUALLY.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	9	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$4,601,702	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$14,613,196	PYInvestmentIncomeAmt
CY Investment Income	$12,712,681	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$19,214,898	PYTotalRevenueAmt
CY Total Revenue	$12,712,681	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,116,744	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$4,053,532	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	$748,894	PYOtherExpensesAmt
CY Other Expenses	$671,023	CYOtherExpensesAmt
PY Total Expenses	$4,865,638	PYTotalExpensesAmt
CY Total Expenses	$4,724,555	CYTotalExpensesAmt
PY Revenues Less Expenses	$14,349,260	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$7,988,126	CYRevenuesLessExpensesAmt
Total Assets BOY	$115,460,424	TotalAssetsBOYAmt
Total Assets EOY	$100,159,634	TotalAssetsEOYAmt
Total Liabilities BOY	$17,501	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$45,041	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$115,442,923	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$100,114,593	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE FOUNDATION WAS FORMED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES, PARTICULARLY THE SUPPORT OF MUSIC AND MUSIC EDUCATION.IN 2017, BOK FOUNDATION WILL CONTINUE TO DEDICATE ALL THE EARNINGS GENERATED FROM ITS INVESTMENT PORTFOLIO TO CURTIS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$4,053,532	ExpenseAmt
Grant	$4,053,532	GrantAmt
Desc	PROVIDE FINANCIAL SUPPORT FOR TUITION FREE SCHOOL OF MUSIC: THE CURTIS INSTITUTE OF MUSIC, 1726 LOCUST STREET, PHILADELPHIA, PA 19103.	Desc
Total Program Service Expenses	$4,053,532	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	Yes (1)	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
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Phone	4846583479	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
THOMAS BOK
DIRECTOR	1.00	0.00	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
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	$1,935,852	TotalRevenueColumnAmt
Exclusion	$1,935,852	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$39,692,209	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$28,915,380	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$10,776,829	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,776,829	TotalRevenueColumnAmt
Exclusion	$10,776,829	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,712,681	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$12,712,681	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$4,053,532	TotalAmt
Program Services	$4,053,532	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	$27,744	TotalAmt
Management And General	$27,744	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$601,279	TotalAmt
Management And General	$601,279	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,724,555	TotalAmt
Program Services	$4,053,532	ProgramServicesAmt
Management And General	$671,023	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$75,015	BOYAmt
EOY	$741,426	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,101,702	BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$18,759,579	BOYAmt
EOY	$3,108,890	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$92,524,128	BOYAmt
EOY	$96,309,318	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$115,460,424	BOYAmt
EOY	$100,159,634	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$17,501	BOYAmt
EOY	$22,500	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$22,541	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$17,501	BOYAmt
EOY	$45,041	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	$115,442,923	BOYAmt
EOY	$100,114,593	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$115,442,923	BOYAmt
EOY	$100,114,593	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$115,460,424	BOYAmt
EOY	$100,159,634	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$7,988,126	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$23,316,456	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	$4,053,532	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$4,053,532	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	$4,550,377	PriorYearAmt
Current Year	$4,053,532	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$4,550,377	PriorYearAmt
Current Year	$4,053,532	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	$732,189	PriorYearAmt
Current Year	$671,023	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	$3,818,188	PriorYearAmt
Current Year	$3,382,509	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$97,849,814	PriorYearAmt
Current Year	$105,350,958	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$96,738	PriorYearAmt
Current Year	$408,221	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	$97,946,552	PriorYearAmt
Current Year	$105,759,179	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	$97,946,552	PriorYearAmt
Current Year	$105,759,179	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$1,469,198	PriorYearAmt
Current Year	$1,586,388	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$96,477,354	PriorYearAmt
Current Year	$104,172,791	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$3,376,707	PriorYearAmt
Current Year	$3,646,048	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	$3,376,707	PriorYearAmt
Current Year	$3,646,048	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$3,818,188	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$3,245,460	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$3,376,707	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$3,376,707	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$3,376,707	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$4,053,532	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	$4,053,532	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$4,053,532	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$3,376,707	CYDistributableAsAdjustedAmt
CY Distribution Yr	100.000000000000	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$3,376,707	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,084,606	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$4,418,178	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$4,116,744	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$9,619,528	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$3,376,707	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$6,242,821	ExcessDistributionCyovAmt
CY Total Annual Distributions	$4,053,532	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$4,053,532	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$10,296,353	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$2,126,077	ExcessFromYear3Amt
Excess From Year2	$4,116,744	ExcessFromYear2Amt
Excess From Year1	$4,053,532	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. FIVE OF THE DIRECTORS ARE ALSO TRUSTEES OF THE CURTIS INSTITUTE OF MUSIC. THREE OF THE FIVE TRUSTEES ARE TRUSTEE EMERITUS AND HAVE NO VOTING RIGHTS OR MANAGEMENT INFLUENCE ON THE CURTIS INSTITUTE OF MUSIC'S BOARD. IN ADDITION, TWO OF THE MARY LOUISE CURTIS BOK FOUNDATION DIRECTORS ARE ACTIVE MEMBERS OF IMPORTANT CURTIS INSTITUTE OF MUSIC'S COMMITTEES (FINANCE, INVESTMENT, HUMAN RESOURCESS, 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 (8 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
GARCIA HAMILTON & ASSOCIATES FUND	$9,454,182	F
FOCUSED INVESTORS	$7,618,577	F
HS MANAGEMENT	$5,519,951	F
COMMODITY FUNDS	$907,292	F
COMMINGLED FUNDS	$54,899,133	F
HEDGE FUNDS	$14,885,067	F
REAL ESTATE FUNDS	$1,724,475	F
PRIVATE EQUITY FUNDS	$1,300,641	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$96,309,318	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DUE TO CURTIS INSTITUTE	Desc
Amt	$22,541	Amt

Field	Value	IRS element (for citing)
Total Liability	$22,541	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	-$11,205,054	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$23,316,456	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$23,316,456	RevenueNotReportedAmt
Revenue Subtotal	$12,111,402	RevenueSubtotalAmt
Investment Expenses Not Incld	$601,279	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$601,279	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$12,712,681	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,123,276	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$4,123,276	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$601,279	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$601,279	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,724,555	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.	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 - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	INVESTMENTS	N/A	$26,421,752
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	INVESTMENTS	N/A	$570,022
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	INVESTMENTS	N/A	$1,710,961
SUB-SAHARAN AFRICA	INVESTMENTS	N/A	$3,504,120

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	$32,206,855	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$32,206,855	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

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	$4,053,532	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

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 MONITORING THROUGHOUT THE FISCAL YEAR.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	VICTORIA BOK AND TOMAS BOK HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	PRIOR TO ITS FILING, THE FORM 990 IS REVIEWED BY THE CURTIS 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	THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE BY FOLLOWING THESE PROCEDURES: (1) ALL INTERESTED PERSONS HAVE A DUTY TO FILE A CONFLICT OF INTEREST STATEMENT AND DISCLOSURE WHEN COMMENCING SERVICE AND ON AN ANNUAL BASIS THEREAFTER, OR MORE FREQUENTLY IF A CHANGE IN ANY NEW ACTIVITIES OR RELATIONSHIPS OCCURS. (2) SHOULD A CONFLICT OR POTENTIAL CONFLICT ARISE, THE INTERESTED PERSON PRESENTS THIS POTENTIAL CONFLICT OF INTEREST TO THE CHAIR OF THE BOARD OF TRUSTEES AND SHALL ABSTAIN FROM DISCUSSIONS RELATED TO TRANSACTIONS OR ARRANGEMENTS THAT INVOLVE, OR MAY INVOLVE, THE ACTUAL OR POTENTIAL CONFLICT UNTIL A DETERMINATION CAN BE MADE BY THE BOARD CHAIR, OR IF NEEDED THE APPROPRIATE COMMITTEE AS DETERMINED BY THE CHAIR OR BY THE BOARD, REGARDING WHETHER HE OR SHE HAS A CONFLICT OF INTEREST. (3) THE GOVERNANCE COMMITTEE DETERMINES WHETHER THERE IS A CONFLICT OF INTEREST, AND REPORTS TO THE BOARD OF TRUSTEES IF ONE EXISTS. (4) THE MINUTES OF THE BOARD (OR OTHER CORPORATE RECORDS, AS APPROPRIATE) SHALL RECORD THE NAMES OF THE PERSONS WHO WERE FOUND TO HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE NATURE OF THE CONFLICT, THE NATURE OF THE FOLLOW-UP, AND THE DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED, AND WHETHER THAT CONFLICT INVOLVES A PERMISSIBLE OR IMPERMISSIBLE TRANSACTION OR ARRANGEMENT.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE MADE 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

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

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

Field	Value	IRS element (for citing)
Transaction Type	B	TransactionTypeTxt
Involved	$4,053,532	InvolvedAmt