MIKE CURB FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MIKE CURB FOUNDATION (EIN 95-4686920)
Tax period
2020-08-01 to 2021-07-31
Filed
2022-06-14
IRS object ID
202241659349100119
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-06-14T13:59:40-05:00ReturnTs
Tax Period End2021-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814234542PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BPM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11723 Cloverfield BoulevardAddressLine1Txt
CitySanta MonicaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP904044007ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954686920EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mike Curb FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMIKEBusinessNameControlTxt
Phone6153215180PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line148 Music Square EastAddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMIKE CURBPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6153215080PhoneNum
Signature2022-06-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMIKEPersonFirstNm
Person LastCURBPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid ThawPreparerPersonNm
PTINP00179919PTIN
Phone3108289798PhoneNum
Preparation2022-06-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,836,056FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,347,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$135,796InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$135,796InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$176,804DividendsRevAndExpnssAmt
Dividends Net Invst Incm$176,804DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$510,715NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,747,210GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$510,715CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$12,968OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,968OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,183,283TotalRevAndExpnssAmt
Total Net Invst Incm$836,283TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$228,073OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$116,674OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$111,399OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$67,826TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$67,826TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$168,027DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$115,472DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$105,143OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$122,787OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$569,069TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$232,146TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$302,012TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,017,075ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,017,075ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,586,144TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$232,146TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,319,087TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$597,139ExcessRevenueOverExpensesAmt
Net Investment Income$604,137NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$92,219CashBOYAmt
Cash EOY$36,752CashEOYAmt
Cash EOYFMV$36,752CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,101,396SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$178,980SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$178,980SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,418,411CorporateStockBOYAmt
Corporate Stock EOY$6,934,945CorporateStockEOYAmt
Corporate Stock EOYFMV$10,797,960CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,335,431CorporateBondsBOYAmt
Corporate Bonds EOY$6,757,418CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,827,528CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$549,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$549,000OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$10,079,069LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,657,937LandBldgEquipAccumDeprecAmt
Land BOY$8,333,631LandBOYAmt
Land EOY$8,421,132LandEOYAmt
Land EOYFMV$8,421,131LandEOYFMVAmt
Other Assets BOY$24,705OtherAssetsBOYAmt
Other Assets EOY$24,705OtherAssetsEOYAmt
Other Assets EOYFMV$24,705OtherAssetsEOYFMVAmt
Total Assets BOY$22,305,793TotalAssetsBOYAmt
Total Assets EOY$22,902,932TotalAssetsEOYAmt
Total Assets EOYFMV$26,836,056TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,500,000CapitalStockBOYAmt
Capital Stock EOY$1,500,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$20,805,793RetainedEarningBOYAmt
Retained Earning EOY$21,402,932RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,305,793TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,902,932TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,305,793TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,902,932TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,305,793TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$597,139ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$22,902,932SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,902,932TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Bank of America Acct #2238 -PUBLICLY TRADED SECURITIESP$906,440$804,009$102,431$102,431
Bank of America Acct #2238 -PUBLICLY TRADED SECURITIESP$911,303$793,919$117,384$117,384
Bank of America Acct #1353 - PUBLICLY TRADED SECURITIESP$42,805$49,097-$6,292-$6,292
Bank of America Acct #1353 - PUBLICLY TRADED SECURITIESP$420,753$227,453$193,300$193,300
Bank of America Acct #0965 - PUBLICLY TRADED SECURITESP$3,266,360$3,290,925-$24,565-$24,565
Bank of America Acct #0965 - PUBLICLY TRADED SECURITESP$2,141,391$2,071,092$70,299$70,299
LTCG DIVIDEND DISTRIBUTION #2238 - PUBLICLY TRADED SECURITIESP$58,158$58,158$58,158
FieldValueIRS element (for citing)
Capital Gain Net Income$510,715CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,398InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,398SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,398TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,062EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,925ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,987TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Tax Due$414TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.mikecurbfoundation.comWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BPM LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3108289798PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11723 CLOVERFIELD BLVDAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90404ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL C CURB
48 MUSIC SQUARE EASTNASHVILLETN37203PRESIDENT AND DIRECTOR2.00$0$0$0
LINDA CURB
48 MUSIC SQUARE EASTNASHVILLETN37203DIRECTOR3.00$0$0$0
TRACY MOORE
3907 WEST ALAMEDA 2ND FLOORBURBANKCA91505DIRECTOR AND SECRETARY5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BANK OF AMERICABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1414 UNION STREETAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37239ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORServiceTypeTxt
Compensation$116,674CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,246,059AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$814,710AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,183,112FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,243,881TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$22,243,881AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$333,658CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,910,223NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,095,511MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,095,511MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,398TaxBasedOnInvestmentIncomeAmt
Total Tax$8,398TotalTaxAmt
Distributable Before Adj$1,087,113DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,087,113DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,087,113DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,319,087ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,319,087QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,319,087AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,087,113DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$854,661ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$956,629ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$412,265ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$658,774ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,340,617ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,222,946TotalExcessDistributionCyovAmt
Qualifying Distributions$2,319,087QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,087,113AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,231,974RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,454,920TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$854,661ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,600,259ExcessDistriCyovToNextYrAmt
Excess From Year4$956,629ExcessFromYear4Amt
Excess From Year3$412,265ExcessFromYear3Amt
Excess From Year2$658,774ExcessFromYear2Amt
Excess From Year1$1,340,617ExcessFromYear1Amt
Excess From Current Year$1,231,974ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL C CURBContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BELMONT UNIVERSITY
1900 BELMONT BLVDNASHVILLETN37212NONEPUBLICGENERAL$100,000
BETHUNE-COOKMAN UNIVERSITY
640 DR MARY MCLEOD BETHUNE BLVDDAYTONA BEACHFL32114NONEPUBLICGENERAL$50,000
Grammy Museum Foundation Inc
800 W OLYMPIC BLVD STE A245LOS ANGELESCA90015NONEpublicGENERAL$100,000
JUNIOR ACHIEVEMENT OF MIDDLE TENN
120 POWELL PLNASHVILLETN37204nONEpUBLICGENERAL$100,000
JUNIOR ACHIEVEMENT OF SOUTHERN CA
6250 FOREST LAWN DRLOS ANGELESCA90068NONEPUBLICGENERAL$100,000
MIFA
910 VANCE AVEMEMPHISTN38126NONEPUBLICGENERAL$10,000
NASHVILLE RESCUE MISSION
639 LAFAYETTE STREETNASHVILLETN37203NONEPUBLICGENERAL$100,000
NASHVILLE SYMPHONY ASSN
1 SYMPHONY PLNASHVILLETN37201NONEPUBLICGENERAL$100,000
NATIONAL MUSEUM OF AFRICAN AMERICAN MUSIC
211 7TH AVE 420NASHVILLETN37219NONEPUBLICGENERAL$250,000
SAFE HAVEN FAMILY SHELTER
1234 3RD AVE SNASHVILLETN37210NONEPUBLICGENERAL$15,000
Saint Thomas Health Foundation
4220 HARDING ROADnaSHVILLETN37205NONEPUBLICGENERAL$150,000
SECOND HARVEST FOOD BANK OF MIDDLE TENN
331 GREAT CIRCLE ROADNASHVILLETN37228NONEPUBLICGENERAL$10,000
TENNESSEE STATE MUSEUM FDN
505 DEADERICK STREETNASHVILLETN37243NONEPUBLICGENERAL$300,000
THE RONALD REAGAN PRESIDENTIAL FOUNDATION
40 PRESIDENTIAL DRSIMI VALLEYCA93065NONEPUBLICGENERAL$140,000
VANDERBILT UNIVERISTY
2201 WEST END AVENASHVILLETN37235NONEPUBLICGENERAL$100,000
BETHANY CHRISTIAN SERVICES
901 EASTERN AVE NEGRAND RAPIDSMI49503NONEPUBLICGENERAL$300,000
MATTHEW 25 INC
625 BENTON AVE 120NASHVILLETN37204NONEPUBLICGENERAL$10,000
METRO HISTORICAL COMMISSION FOUNDATION
3000 GRANNY WHITE PIKENASHVILLETN37204NONEPUBLICGENERAL$20,000
ROOM IN THE INN
705 DREXEL STREETNASHVILLETN37203NONEGENERAL$62,075
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,017,075TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$135,796ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$176,804ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,968ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$510,715ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$836,283ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$836,283TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CURB RECORDS INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line125 MUSIC SQUARE WESTAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,347,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp (3 entries)

DescDescAmtAmt
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 in the planning stage of renovation for leasing and/or used in furtherance of the Foundation's charitable and eduational purposes.$0

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (44 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtRtRt
QH-BUILDING - 34 MSE2007-08-01$1,440,667$478,723SL39.000000000000$36,939$36,939
QH - Building Improvements - 34 MSE2007-08-01$447,469$148,688SL39.000000000000$11,473$0
QH BUILDING Improvements - 34 MSE-2007-08-01$13,258$4,406SL39.000000000000$340$340
CM -BUILDING - 1034 AD2007-08-01$914,093$303,740SL39.000000000000$23,437$23,437
CM -Building Improv. - 1034 AD2007-08-01$375,363$124,726SL39.000000000000$9,624$0
J. CASH MEMORABILIA$747,905NC$0$00.000000000000
RCA MICROPHONE COLL.$120,000NC$0$00.000000000000
JIM REEVES COLLECTION$325,000NC$0$00.000000000000
QH - LAND - 34 MSE2007-08-01$1,166,403L$0$0
CM - LAND - 1034 AD2007-08-10$100,000L$0$0
QH BUILDING IMPROVEments - 34 MSE-2010-05-03$174,632$45,714SL39.000000000000$4,478$0
QH BUILDING IMPROVEments - 34 MSE-2010-05-03$62,234$16,293SL39.000000000000$1,596$0
MCF -BUILDING IMPROVEMENTS2010-05-03$236,371$61,875SL39.000000000000$6,061$0
QH BUILDING IMPROVEments - 34 MSE-2009-10-07$20,723$5,731SL39.000000000000$531$0
QH BUILDING IMPROVEments - 34 MSE-2010-05-03$39,149$10,249SL39.000000000000$1,004$0
QH BUILDING IMPROVEMENTS - 34 MSE-2011-04-14$7,654$1,821SL39.000000000000$196$0
QH BUILDING IMPROVEMENTS - 34 MSE-2011-09-30$14,890$3,391SL39.000000000000$382$0
QH - BUILDING - 38 MSE2015-12-04$2,135,566$253,300SL39.000000000000$54,756$54,756
QH LAND - 38 MSE2015-12-04$789,867L$0$0
QH BUILDING IMPROVEMENTS - 38 MSE-2017-05-04$900$74SL39.000000000000$23$0
QH - FURNITURE AND FIXTURE2016-10-03$10,320$3,547200DB7.000000000000$461$0
CM -Building Improv. - 1034 AD2017-08-16$75,000$5,692SL39.000000000000$1,923$0
CM -Building Improv. - 1034 AD2018-02-02$75,000$4,729SL39.000000000000$1,923$0
CM -Building Improv. - 1034 AD2018-05-03$50,500$2,860SL39.000000000000$1,295$0
NASHVILLE TV SETS2018-06-20$175,000NC$0$00.000000000000
CM-Building Improv. - 1034 AD2018-12-20$75,000$3,127SL39.000000000000$1,923$0
CM -Building Improv. - 1034 AD2019-03-07$100,000$3,527SL39.000000000000$2,564$0
CM-Building Improv. - 1034 AD2019-04-05$10,500$348SL39.000000000000$269$0
CM-Building Improv. - 1034 AD2019-04-05$21,836$724SL39.000000000000$560$0
CM-Building Improv. - 1034 AD2019-09-30$59,661$1,341SL39.000000000000$1,530$0
CM-Building Improv. - 1034 AD2020-06-15$38,580$124SL39.000000000000$989$0
QH BUILDING IMPROVEMENTS - 38 MSE2020-12-08$34,226SL39.000000000000$549$0
QH BUILDING IMPROVEMENTS - 38 MSE2020-12-29$34,964SL39.000000000000$561$0
QH Building Improvements - 34 MSE2020-10-23$3,000SL39.000000000000$61$0
QH HVAC- 34 MSE2020-11-25$27,260SL39.000000000000$496$0
CM-Building Improv. - 1034 AD2020-08-14$4,169SL39.000000000000$103$0
CM-Building Improv. - 1034 AD2020-09-08$55,217SL39.000000000000$1,241$0
CM-Building Improv. - 1034 AD2020-12-17$10,356SL39.000000000000$166$0
CM-Building Improv. - 1034 AD2021-01-26$6,431SL39.000000000000$89$0
CM-Building Improv. - 1034 AD2021-02-04$24,135SL39.000000000000$284$0
CM-Building Improv. - 1034 AD2021-03-16$2,747SL39.000000000000$26$0
CM-Building Improv. - 1034 AD2021-04-20$863SL39.000000000000$6$0
CM-Building Improv. - 1034 AD2021-06-10$895SL39.000000000000$3$0
CM-Building Improv. - 1034 AD2021-06-14$51,265SL39.000000000000$165$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondB OF A CORPORATE BONDSBondNm
EOY Book Value$6,757,418EOYBookValueAmt
EOYFMV$6,827,528EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockB OF A EQUITIESStockNm
EOY Book Value$6,934,945EOYBookValueAmt
EOYFMV$10,797,960EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN 1024 AD LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$549,000BookValueAmt
EOYFMV$549,000EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (44 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
QH-BUILDING - 34 MSE$1,440,667$515,662$925,005
QH - Building Improvements - 34 MSE$447,469$160,161$287,308
QH BUILDING Improvements - 34 MSE-$13,258$4,746$8,512
CM -BUILDING - 1034 AD$914,093$327,177$586,916
CM -Building Improv. - 1034 AD$375,363$134,350$241,013
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$50,192$124,440
QH BUILDING IMPROVEments - 34 MSE-$62,234$17,889$44,345
MCF -BUILDING IMPROVEMENTS$236,371$67,936$168,435
QH BUILDING IMPROVEments - 34 MSE-$20,723$6,262$14,461
QH BUILDING IMPROVEments - 34 MSE-$39,149$11,253$27,896
QH BUILDING IMPROVEMENTS - 34 MSE-$7,654$2,017$5,637
QH BUILDING IMPROVEMENTS - 34 MSE-$14,890$3,773$11,117
QH - BUILDING - 38 MSE$2,135,566$308,056$1,827,510
QH LAND - 38 MSE$789,867$0$789,867
QH BUILDING IMPROVEMENTS - 38 MSE-$900$97$803
QH - FURNITURE AND FIXTURE$10,320$9,168$1,152
CM -Building Improv. - 1034 AD$75,000$7,615$67,385
CM -Building Improv. - 1034 AD$75,000$6,652$68,348
CM -Building Improv. - 1034 AD$50,500$4,155$46,345
NASHVILLE TV SETS$175,000$0$175,000
CM-Building Improv. - 1034 AD$75,000$5,050$69,950
CM -Building Improv. - 1034 AD$100,000$6,091$93,909
CM-Building Improv. - 1034 AD$10,500$617$9,883
CM-Building Improv. - 1034 AD$21,836$1,284$20,552
CM-Building Improv. - 1034 AD$59,661$2,871$56,790
CM-Building Improv. - 1034 AD$38,580$1,113$37,467
QH BUILDING IMPROVEMENTS - 38 MSE$34,226$549$33,677
QH BUILDING IMPROVEMENTS - 38 MSE$34,964$561$34,403
QH Building Improvements - 34 MSE$3,000$61$2,939
QH HVAC- 34 MSE$27,260$496$26,764
CM-Building Improv. - 1034 AD$4,169$103$4,066
CM-Building Improv. - 1034 AD$55,217$1,241$53,976
CM-Building Improv. - 1034 AD$10,356$166$10,190
CM-Building Improv. - 1034 AD$6,431$89$6,342
CM-Building Improv. - 1034 AD$24,135$284$23,851
CM-Building Improv. - 1034 AD$2,747$26$2,721
CM-Building Improv. - 1034 AD$863$6$857
CM-Building Improv. - 1034 AD$895$3$892
CM-Building Improv. - 1034 AD$51,265$165$51,100

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEPOSIT$19,288$19,288$19,288
PREPAID EXPENSES$5,417$5,417$5,417

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$50,543$0$68,191
UTILITIES$23,555$0$23,555
REPAIRS & MAINTENANCE$18,090$0$18,090
CONTRACTED SERVICES$2,750$0$2,750
SECURITY COSTS$8,313$0$8,313
DUES AND SUBSCRIPTIONS$1,892$0$1,888

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$12,968RevenueAndExpensesPerBooksAmt
Net Investment Income$12,968NetInvestmentIncomeAmt
Adjusted Net Income$12,968AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE$116,674$116,674$0
OTHER PROFESSIONAL FEES$111,399$0$111,399

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
taxes and licenses$4,485$0$4,485
PROPERTY TAXES$63,341$0$63,341

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