MARY LOUISE CURTIS BOK FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: MARY LOUISE CURTIS BOK FOUNDATION (EIN 23-6000615)
Tax period: 2017-06-01 to 2018-05-31
Filed: 2019-04-04
IRS object ID: 201920949349301017
Schema version: 2017v2.3
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	2019-04-04T14:13:31-05:00	ReturnTs
Tax Period End	2018-05-31	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	2 WEST BALTIMORE AVE SUITE 210	AddressLine1Txt
City	MEDIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19063	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	236000615	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	MARY	BusinessNameControlTxt
Phone	2157173194	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	DAVID REINHARDT	PersonNm
Person Title	ASSISTANT TREASURER	PersonTitleTxt
Phone	2157173194	PhoneNum
Signature	2019-04-04	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN J NIHILL CPA	PreparerPersonNm
PTIN	P00844252	PTIN
Phone	6105653930	PhoneNum
Preparation	2019-04-04	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	50.207.99.66	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-04-04	IPDt
IP Tm	14:13:28	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8B017B1BF63B693A64956F7C9A901EE2A34F5D6C	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	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	$15,285,106	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	SUPPORT OF THE CURTIS INSTITUTE OF MUSIC, A TUITION FREE SCHOOL THAT PROVIDES MUSIC EDUCATION TO AN AVERAGE OF 171 STUDENTS ANNUALLY.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	11	TotalVolunteersCnt
Total Gross UBI	$0	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	$5,412,452	PYInvestmentIncomeAmt
CY Investment Income	$5,034,639	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$5,412,452	PYTotalRevenueAmt
CY Total Revenue	$5,034,639	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,298,844	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$4,564,152	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	$682,719	PYOtherExpensesAmt
CY Other Expenses	$662,632	CYOtherExpensesAmt
PY Total Expenses	$4,981,563	PYTotalExpensesAmt
CY Total Expenses	$5,226,784	CYTotalExpensesAmt
PY Revenues Less Expenses	$430,889	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$192,145	CYRevenuesLessExpensesAmt
Total Assets BOY	$88,285,969	TotalAssetsBOYAmt
Total Assets EOY	$90,757,299	TotalAssetsEOYAmt
Total Liabilities BOY	$141,556	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$25,878	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$88,144,413	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$90,731,421	NetAssetsOrFundBalancesEOYAmt
Mission	SUPPORT OF MUSICAL SCHOOL - THE CURTIS INSTITUTE OF MUSIC, A TUITION FREE SCHOOL OF MUSIC THAT STRIVES TO EDUCATE AND TRAIN EXCEPTIONALLY GIFTED MUSICIANS FOR PERFORMING CAREERS ON THE HIGHEST PROFESSIONAL LEVEL.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$4,564,152	ExpenseAmt
Grant	$4,564,152	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	$4,564,152	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
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
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	0	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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	0	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	DAVID REINHARDT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2157173194	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 (11 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
MR BAYARD FIECHTER
PRESIDENT/DIRECTOR	0.50	1.00	Yes (X)	Yes (X)	$0	$0	$0
MS VICTORIA BOK
VICE PRESIDENT/DIRECTOR	0.50	1.00	Yes (X)	Yes (X)	$0	$0	$0
MR JOSEPH M FIELD
SECRETARY/DIRECTOR	0.50	1.00	Yes (X)	Yes (X)	$0	$0	$0
MR SCOTT M JENKINS
TREASURER/DIRECTOR	0.50	1.00	Yes (X)	Yes (X)	$0	$0	$0
MS A MARGARET BOK
DIRECTOR	0.50	1.00	Yes (X)		$0	$0	$0
MR TOMAS J BOK
DIRECTOR	0.50	0.00	Yes (X)		$0	$0	$0
MR GARY GRAFFMAN
DIRECTOR	0.50	0.00	Yes (X)		$0	$0	$0
MR JAMES R LEDWITH
DIRECTOR	0.50	1.00	Yes (X)		$0	$0	$0
DR MILTON L ROCK
DIRECTOR	0.50	1.00	Yes (X)		$0	$0	$0
MR ROBERT H ROCK
DIRECTOR	0.50	1.00	Yes (X)		$0	$0	$0
MR SAMUEL SHIPLEY
DIRECTOR	0.50	1.00	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	$1,765,394	TotalRevenueColumnAmt
Exclusion	$1,765,394	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$13,519,712	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$10,250,467	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,269,245	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,269,245	TotalRevenueColumnAmt
Exclusion	$3,269,245	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,034,639	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$5,034,639	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$4,564,152	TotalAmt
Program Services	$4,564,152	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	$22,166	TotalAmt
Management And General	$22,166	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$598,466	TotalAmt
Management And General	$598,466	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,226,784	TotalAmt
Program Services	$4,564,152	ProgramServicesAmt
Management And General	$662,632	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$68,662	BOYAmt
EOY	$764,806	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$24,055	BOYAmt
EOY	$11,446	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$71,161,747	BOYAmt
EOY	$35,052,850	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$17,031,505	BOYAmt
EOY	$54,928,197	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$88,285,969	BOYAmt
EOY	$90,757,299	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$28,926	BOYAmt
EOY	$25,878	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$112,630	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$141,556	BOYAmt
EOY	$25,878	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$88,144,413	BOYAmt
EOY	$90,731,421	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$88,144,413	BOYAmt
EOY	$90,731,421	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$88,285,969	BOYAmt
EOY	$90,757,299	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$192,145	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,779,153	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	$4,564,152	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$4,564,152	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	$1,606,417	PriorYearAmt
Current Year	$1,765,394	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$1,606,417	PriorYearAmt
Current Year	$1,765,394	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	$577,294	PriorYearAmt
Current Year	$598,466	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	$1,029,123	PriorYearAmt
Current Year	$1,166,928	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$91,543,014	PriorYearAmt
Current Year	$90,696,142	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$35,773	PriorYearAmt
Current Year	$636,681	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	$91,578,787	PriorYearAmt
Current Year	$91,332,823	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	$91,578,787	PriorYearAmt
Current Year	$91,332,823	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$1,373,682	PriorYearAmt
Current Year	$1,369,992	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$90,205,105	PriorYearAmt
Current Year	$89,962,831	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$3,157,179	PriorYearAmt
Current Year	$3,148,699	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	$3,157,179	PriorYearAmt
Current Year	$3,148,699	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$1,029,123	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$874,755	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$3,157,179	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$3,157,179	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$3,157,179	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$4,564,152	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	$4,564,152	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$4,564,152	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$3,157,179	CYDistributableAsAdjustedAmt
CY Distribution Yr	100.000000000000	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$3,157,179	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$25,218	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$4,298,844	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,324,062	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$3,157,179	CyovAppliedUnderdistrCPYAmt
Excess Distribution Cyov	$1,166,883	ExcessDistributionCyovAmt
CY Total Annual Distributions	$4,564,152	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$4,564,152	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$5,731,035	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$1,166,883	ExcessFromYear2Amt
Excess From Year1	$4,564,152	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 BOK FOUNDATION HAS ELEVEN DIRECTORS. EIGHT OF THE DIRECTORS ARE ALSO DIRECTORS OF CURTIS. IN ADDITION, BOK FOUNDATION BOARD MEMBERS ARE ACTIVE MEMBERS OF IMPORTANT CURTIS COMMITTEES (FINANCE, INVESTMENT, HUMAN RESOURCES, AND GOVERNANCE) THAT MAKE OPERATIONAL DECISIONS FOR CURTIS. THERE IS A CLOSE WORKING RELATIONSHIP BETWEEN THE OFFICERS AND DIRECTORS OF BOTH ORGANIZATIONS AND BECAUSE OF THIS CLOSE WORKING RELATIONSHIP WITH THE OFFICERS AND DIRECTORS OF CURTIS, AND BY REASON OF THIS RELATIONSHIP THE OFFICERS AND DIRECTORS OF CURTIS HAVE A SIGNIFICANT VOICE IN CURTIS' INVESTMENT POLICIES, THE TIMING OF GRANTS, THE MANNER OF MAKING THE SELECTION OF GRANT RECIPIENTS, AND IN OTHERWISE DIRECTING THE USE OF THE 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 (7 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
VANGUARD INSTL INDEX	$10,627,486	F
DFA US SMALL CAP	$6,318,903	F
VANGUARD MID-CAP INDEX	$6,589,975	F
SANDERSON INT'L VALUE	$10,561,371	F
MARATHON INTERNATIONAL	$9,820,431	F
WESTWOOD GLOBAL EMERGING MKTS	$5,684,768	F
MILLENNIUM INT'L FUND	$5,325,263	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$54,928,197	TotalBookValueSecuritiesAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$7,215,326	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$2,779,153	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$2,779,153	RevenueNotReportedAmt
Revenue Subtotal	$4,436,173	RevenueSubtotalAmt
Investment Expenses Not Incld	$598,466	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$598,466	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$5,034,639	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,628,318	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$4,628,318	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$598,466	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$598,466	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$5,226,784	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 FOR FISCAL 2015, 2016, AND 2017 ARE SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	INVESTMENTS	N/A	$14,649,828
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	INVESTMENTS	N/A	$3,563,910
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	INVESTMENTS	N/A	$1,496,912

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	$19,710,650	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$19,710,650	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

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 INTITUTE 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	$4,564,152	CashGrantAmt
Purpose Of Grant	OPERATING GRANT	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 STIRVES TO EDUCATE AND TRAIN EXCEPTIONALLY GIFTED MUSICIANS FOR PERFORMING CAREERS AT THE HIGHEST PROFESSIONAL LEVEL. MONITORING OF THE USE OF THESE FUNDS ARE DONE BY FOUNDATION BOARD MEMBERS PARTICIPATING IN THE CURTIS'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 (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	PRIOR TO ITS FILING, THE 990 IS REVIEWED BY THE CURTIS AUDIT COMMITTEE WITH MANAGEMENT. ONCE APPROVED, THE 990 IS THEN POSTED TO A PRIVATE ONLINE PORTAL FOR DIRECTORS, AND A NOTIFICATION IS SENT OUT FOR THEIR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE BY FOLLOWING THESE PROCEDURES: (1) ALL INTERESTED PERSONS HAS 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 SCHOOL	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	$4,564,152	InvolvedAmt
Method Of Amount Determination	CASH	MethodOfAmountDeterminationTxt