2025-12-11T13:57:27-06:00 2025-07-31 814234542 BPM LLP 2450 Colorado Avenue Suite 100E Santa Monica CA 904045535 990PF 2024-08-01 954686920 Mike Curb Foundation MIKE 6153215180 48 Music Square East Nashville TN 37203 MIKE CURB PRESIDENT 6153215080 2025-12-10 1 0 David Thaw P00179919 3108289798 2025-12-10 2024 2025-03-06 01:10:19Z X 40090214 X 0 X 449805 449805 311486 311486 869972 11997577 869972 33680 33680 1664943 1664943 0 0 0 423353 230049 193304 27529 0 27529 186757 115472 235701 0 235701 873340 345521 456534 1737600 1737600 2610940 345521 2194134 -945997 1319422 156766 68263 68263 408717 676283 676283 13476436 12383174 17055456 11210438 11364489 11368192 2500000 2500000 2500000 10797935 2400620 8583164 8397315 8397315 24705 24705 24705 36360226 35414229 40090214 0 0 X 1500000 1500000 0 0 34860226 33914229 36360226 35414229 36360226 35414229 36360226 -945997 0 35414229 0 35414229 LTCG DIVIDEND DISTRIBUTION #2238 - PUBLICLY TRADED SECURITIES P 14897 14897 14897 Bank of America Acct #2238 -PUBLICLY TRADED SECURITIES P 1890369 1981632 -91263 -91263 Bank of America Acct #2238 -PUBLICLY TRADED SECURITIES P 6086550 5334183 752367 752367 Bank of America Acct #1353 -PUBLICLY TRADED SECURITIES P 867481 669661 197820 197820 Bank of America Acct #1353 -PUBLICLY TRADED SECURITIES P 28788 64246 -35458 -35458 Bank of America Acct #0965 - PUBLICLY TRADED SECURITES P 2342691 2309222 33469 33469 Bank of America Acct #0965 - PUBLICLY TRADED SECURITES P 766801 768661 -1860 -1860 869972 18340 0 18340 0 18340 5380 0 0 0 5380 X 0 12960 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 www.mikecurbfoundation.com BPM LLP 3108289798 2450 COLORADO AVENUE SUITE 100E SANTA MONICA CA 90404 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL C CURB 48 MUSIC SQUARE EAST NASHVILLE TN 37203 PRESIDENT AND DIRECTOR 10.00 0 0 0 LINDA CURB 48 MUSIC SQUARE EAST NASHVILLE TN 37203 DIRECTOR 10.00 0 0 0 TRACY MOORE 3907 WEST ALAMEDA 2ND FLOOR BURBANK CA 91505 DIRECTOR AND SECRETARY 15.00 0 0 0 NONE 0 BANK OF AMERICA 414 UNION STREET NASHVILLE TN 37239 INVESTMENT ADVISOR 230049 0 N/A 0 0 0 28264382 663744 7696059 36624185 0 0 36624185 549363 36074822 1803741 1803741 18340 18340 1785401 0 1785401 0 1785401 2194134 0 2194134 1785401 0 0 1340617 1231974 1419373 3991964 2194134 0 0 0 1785401 408733 0 0 4400697 0 0 0 0 0 0 1340617 3060080 1231974 1419373 408733 MICHAEL C CURB X BELMONT UNIVERSITY 1900 BELMONT BLVD NASHVILLE TN 37212 NONE PUBLIC GENERAL 1100000 Grammy Museum Foundation Inc 800 W OLYMPIC BLVD STE A245 LOS ANGELES CA 90015 NONE public GENERAL 100000 MIDDLE TENNESSEE COUNCIL 3414 HILLSBORO PIKE NASHVILLE TN 37215 NONE PUBLIC GENERAL 112600 NASHVILLE PUBLIC MEDIA 308 Timmons Street NASHVILLE TN 37211 NONE PUBLIC GENERAL 100000 NORTH CAROLINA MUSIC HALL OF FAME 109 W A ST KANNAPOLIS NC 28081 NONE PUBLIC GENERAL 75000 SAFE HAVEN FAMILY SHELTER 1234 3RD AVE S NASHVILLE TN 37210 NONE PUBLIC GENERAL 20000 SMITHSONIAN INSTITUTION - NATIONAL MUSEUM OF AMERICAN HISTORY PO BOX 418320 BOSTON MA 022418320 NONE PUBLIC GENERAL 200000 White House Historical Association 740 Jackson Pl NW Washington DC 20006 None Public General 30000 1737600 0 14 449805 14 311486 01 33680 18 869972 0 1664943 0 1664943 0 0 0 0 0 0 0 0 0 0 MCF owns the following buildings for charitable purposes: 1)34 Music Sq . Nashville TN is being used by Belmont University and Leadership Music in furtherance of the Foundation's charitable and educational purposes. 0 2)1034 Audubon Dr. Memphis TN, known as the "Elvis Presley House" is being used by Rhodes College of Memphis, TN, for the college's programs in the furtherance of the Foundation's charitable and educational purposes. 0 3)38 Music Sq. E. Nashville, TN is being used by Belmont University for the college's programs in the furtherance of the Foundation's charitable and eduational purposes. 0 4)1024 Audubon Drive, Memphis TN. is a residential investment property, contiguous to 1034 Audubon Drive, the Elvis house property. This property is being used as a rental property, where the tenant will also help oversee the neighboring property 1034 Audubon Drive. 0 QH-BUILDING - 34 MSE 2007-08-01 1440667 626479 SL 39.000000000000 36939 36939 QH - Building Improvements - 34 MSE 2007-08-01 447469 194580 SL 39.000000000000 11473 0 QH BUILDING Improvements - 34 MSE- 2007-08-01 13258 5766 SL 39.000000000000 340 340 CM -BUILDING - 1034 AD 2007-08-01 914093 397488 SL 39.000000000000 23437 23437 CM -Building Improv. - 1034 AD 2007-08-01 375363 163222 SL 39.000000000000 9624 0 J. CASH MEMORABILIA 747905 NC 0.000000000000 0 0 RCA MICROPHONE COLL. 120000 NC 0.000000000000 0 0 JIM REEVES COLLECTION 325000 NC 0.000000000000 0 0 QH - LAND - 34 MSE 2007-08-01 1166403 L 0 0 CM - LAND - 1034 AD 2007-08-10 100000 L 0 0 QH BUILDING IMPROVEments - 34 MSE- 2010-05-03 174632 63626 SL 39.000000000000 4478 0 QH BUILDING IMPROVEments - 34 MSE- 2010-05-03 62234 22677 SL 39.000000000000 1596 0 MCF -BUILDING IMPROVEMENTS 2010-05-03 236371 86119 SL 39.000000000000 6061 0 QH BUILDING IMPROVEments - 34 MSE- 2009-10-07 20723 7855 SL 39.000000000000 531 0 QH BUILDING IMPROVEments - 34 MSE- 2010-05-03 39149 14265 SL 39.000000000000 1004 0 QH BUILDING IMPROVEMENTS - 34 MSE- 2011-04-14 7654 2605 SL 39.000000000000 196 0 QH BUILDING IMPROVEMENTS - 34 MSE- 2011-09-30 14890 4919 SL 39.000000000000 382 0 QH - BUILDING - 38 MSE 2015-12-04 2135566 472324 SL 39.000000000000 54756 54756 QH LAND - 38 MSE 2015-12-04 789867 L 0 0 QH BUILDING IMPROVEMENTS - 38 MSE- 2017-05-04 900 166 SL 39.000000000000 23 0 QH - FURNITURE AND FIXTURE 2016-10-03 10320 5159 200DB 7.000000000000 0 0 CM -Building Improv. - 1034 AD 2017-08-16 75000 13384 SL 39.000000000000 1923 0 CM -Building Improv. - 1034 AD 2018-02-02 75000 12421 SL 39.000000000000 1923 0 CM -Building Improv. - 1034 AD 2018-05-03 50500 8040 SL 39.000000000000 1295 0 NASHVILLE TV SETS 2018-06-20 175000 NC 0.000000000000 0 0 CM-Building Improv. - 1034 AD 2018-12-20 75000 10819 SL 39.000000000000 1923 0 CM -Building Improv. - 1034 AD 2019-03-07 100000 13783 SL 39.000000000000 2564 0 CM-Building Improv. - 1034 AD 2019-04-05 10500 1424 SL 39.000000000000 269 0 CM-Building Improv. - 1034 AD 2019-04-05 21836 2964 SL 39.000000000000 560 0 CM-Building Improv. - 1034 AD 2019-09-30 59661 7461 SL 39.000000000000 1530 0 CM-Building Improv. - 1034 AD 2020-06-15 38580 4080 SL 39.000000000000 989 0 QH BUILDING IMPROVEMENTS - 38 MSE 2020-12-08 34226 3183 SL 39.000000000000 878 0 QH BUILDING IMPROVEMENTS - 38 MSE 2020-12-29 34964 3249 SL 39.000000000000 896 0 QH Building Improvements - 34 MSE 2020-10-23 3000 292 SL 39.000000000000 77 0 QH HVAC- 34 MSE 2020-11-25 27260 2593 SL 39.000000000000 699 0 CM-Building Improv. - 1034 AD 2020-08-14 4169 424 SL 39.000000000000 107 0 CM-Building Improv. - 1034 AD 2020-09-08 55217 5489 SL 39.000000000000 1416 0 CM-Building Improv. - 1034 AD 2020-12-17 10356 964 SL 39.000000000000 266 0 CM-Building Improv. - 1034 AD 2021-01-26 6431 584 SL 39.000000000000 165 0 CM-Building Improv. - 1034 AD 2021-02-04 24135 2141 SL 39.000000000000 619 0 CM-Building Improv. - 1034 AD 2021-03-16 2747 236 SL 39.000000000000 70 0 CM-Building Improv. - 1034 AD 2021-04-20 863 72 SL 39.000000000000 22 0 CM-Building Improv. - 1034 AD 2021-06-10 895 72 SL 39.000000000000 23 0 CM-Building Improv. - 1034 AD 2021-06-14 51265 4107 SL 39.000000000000 1314 0 CM-Building Improv. - 1034 AD 2021-12-06 18135 1221 SL 39.000000000000 465 0 CM-Building Improv. - 1034 AD 2022-03-11 47309 2882 SL 39.000000000000 1213 0 CM-Building Improv. - 1034 AD 2022-05-09 5502 311 SL 39.000000000000 141 0 AD-Building - 1024 Audubon Drive 2021-08-01 450588 34195 SL 39.000000000000 11553 0 AD-Land - 1024 Audubon Drive 2021-08-01 79516 L 39.000000000000 0 0 CM-Building Improv. - 1034 AD 2022-08-11 56052 2816 SL 39.000000000000 1437 0 CM-Building Improv. - 1034 AD 2023-01-27 53333 2109 SL 39.000000000000 1367 0 AD-Building Improv. - 1024 Audubon Drive 2023-11-28 7523 137 SL 39.000000000000 193 0 AD-Building Improv. - 1024 Audubon Drive 2024-09-30 908 SL 39.000000000000 20 0 B OF A CORPORATE BONDS 11364489 11368192 B OF A EQUITIES 12383174 17055456 Investment in Curb Beale Street Nonprofit LLC AT COST 2500000 2500000 QH-BUILDING - 34 MSE 1440667 663418 777249 QH - Building Improvements - 34 MSE 447469 206053 241416 QH BUILDING Improvements - 34 MSE- 13258 6106 7152 CM -BUILDING - 1034 AD 914093 420925 493168 CM -Building Improv. - 1034 AD 375363 172846 202517 J. CASH MEMORABILIA 747905 0 747905 RCA MICROPHONE COLL. 120000 0 120000 JIM REEVES COLLECTION 325000 0 325000 QH - LAND - 34 MSE 1166403 0 1166403 CM - LAND - 1034 AD 100000 0 100000 QH BUILDING IMPROVEments - 34 MSE- 174632 68104 106528 QH BUILDING IMPROVEments - 34 MSE- 62234 24273 37961 MCF -BUILDING IMPROVEMENTS 236371 92180 144191 QH BUILDING IMPROVEments - 34 MSE- 20723 8386 12337 QH BUILDING IMPROVEments - 34 MSE- 39149 15269 23880 QH BUILDING IMPROVEMENTS - 34 MSE- 7654 2801 4853 QH BUILDING IMPROVEMENTS - 34 MSE- 14890 5301 9589 QH - BUILDING - 38 MSE 2135566 527080 1608486 QH LAND - 38 MSE 789867 0 789867 QH BUILDING IMPROVEMENTS - 38 MSE- 900 189 711 QH - FURNITURE AND FIXTURE 10320 10319 1 CM -Building Improv. - 1034 AD 75000 15307 59693 CM -Building Improv. - 1034 AD 75000 14344 60656 CM -Building Improv. - 1034 AD 50500 9335 41165 NASHVILLE TV SETS 175000 0 175000 CM-Building Improv. - 1034 AD 75000 12742 62258 CM -Building Improv. - 1034 AD 100000 16347 83653 CM-Building Improv. - 1034 AD 10500 1693 8807 CM-Building Improv. - 1034 AD 21836 3524 18312 CM-Building Improv. - 1034 AD 59661 8991 50670 CM-Building Improv. - 1034 AD 38580 5069 33511 QH BUILDING IMPROVEMENTS - 38 MSE 34226 4061 30165 QH BUILDING IMPROVEMENTS - 38 MSE 34964 4145 30819 QH Building Improvements - 34 MSE 3000 369 2631 QH HVAC- 34 MSE 27260 3292 23968 CM-Building Improv. - 1034 AD 4169 531 3638 CM-Building Improv. - 1034 AD 55217 6905 48312 CM-Building Improv. - 1034 AD 10356 1230 9126 CM-Building Improv. - 1034 AD 6431 749 5682 CM-Building Improv. - 1034 AD 24135 2760 21375 CM-Building Improv. - 1034 AD 2747 306 2441 CM-Building Improv. - 1034 AD 863 94 769 CM-Building Improv. - 1034 AD 895 95 800 CM-Building Improv. - 1034 AD 51265 5421 45844 CM-Building Improv. - 1034 AD 18135 1686 16449 CM-Building Improv. - 1034 AD 47309 4095 43214 CM-Building Improv. - 1034 AD 5502 452 5050 AD-Building - 1024 Audubon Drive 450588 45748 404840 AD-Land - 1024 Audubon Drive 79516 0 79516 CM-Building Improv. - 1034 AD 56052 4253 51799 CM-Building Improv. - 1034 AD 53333 3476 49857 AD-Building Improv. - 1024 Audubon Drive 7523 330 7193 AD-Building Improv. - 1024 Audubon Drive 908 20 888 DEPOSIT 19288 19288 19288 PREPAID EXPENSES 5417 5417 5417 INSURANCE 77015 0 77015 UTILITIES 19996 0 19996 REPAIRS & MAINTENANCE 37745 0 37745 CONTRACTED SERVICES 200 0 200 SECURITY COSTS 1916 0 1916 DUES AND SUBSCRIPTIONS 10067 0 10067 PROPERTY SERVICES 51697 0 51697 STORAGE FEES 5970 0 5970 EVENT SPONSORSHIP 30000 0 30000 Travel 1095 0 1095 OTHER INCOME 5555 5555 5555 OTHER INCOME 28125 28125 28125 INVESTMENT MANAGEMENT FEE 230049 230049 0 OTHER PROFESSIONAL FEES 193304 0 193304 TAXES AND LICENSES 15220 0 15220 PROPERTY TAXES 12309 0 12309