CURTIS INSTITUTE OF MUSIC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CURTIS INSTITUTE OF MUSIC (EIN 23-1585611)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-02-28
- IRS object ID
- 201140599349300709
- Schema version
- 2009v1.4
- 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 B
- Schedule D
- Schedule E
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-28T14:09:45-00:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231585611 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Curtis Institute of Music | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CURT | NameControl |
| Phone | 2157173134 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1726 Locust Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph M Slater | Name |
| Title | Controller | Title |
| Phone | 2157173134 | Phone |
| Date Signed | 2011-02-25 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Same | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Roberto Diaz President | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1726 Locust Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 62646541 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | ww.Curtis.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1924 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | The Curtis Institute of Music is a tuition free School of Music that strives to educate and train exceptionally gifted young musicians for performing careers on the highest professional level. Attendance averages 165 students. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 46 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 433 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 67716122 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 26091754 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 888145 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 910594 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2112741 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1705217 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -12948259 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7319841 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 53543267 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36027406 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6486511 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5797593 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1208287 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5792535 | OtherExpensePriorYear |
| Other Expenses Current Year | 5706661 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12279046 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11504254 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 41264221 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 24523152 | RevenuesLessExpensesCY |
| Total Assets BOY | 152383022 | TotalAssetsBOY |
| Total Assets EOY | 179270443 | TotalAssetsEOY |
| Total Liabilities BOY | 5358419 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7722688 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 147024603 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 171547755 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Curtis Institute of Music is a tuition free School of Music that strives to educate and train exceptionally gifted young musicians for performing careers on the highest professional level. Attendance averages 165 students. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7408414 | Expense |
| Revenue | 910594 | Revenue |
| Description | The Curtis Institute of Music is a tuition free school of music that strives to educate and train exceptionally gifted young musicians for performing careers on the highest professional level. Attendance averages 165 students. | Description |
| Total Program Service Expense | 7408414 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 125 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 433 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | true | Form8899Filed |
| Form1098 C Filed | true | Form1098CFiled |
| Nbr Voting Governing Body Members | 46 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Joseph Slater | NamePerson |
| Telephone Number | 2157173134 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1726 Locust Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Mr HF Lenfest | |||||||||
| Chairman/Trustee | 001.00 | X | X | 0 | 0 | 0 | |||
| Mr Edward A Montgomery Jr | |||||||||
| Vice Chairman/Trustee | 001.00 | X | X | 0 | 0 | 0 | |||
| Mr Alan R Hirsig | |||||||||
| Secretary/Trustee | 001.00 | X | X | 0 | 0 | 0 | |||
| Ms Deborah M Fretz | |||||||||
| Treasurer/Trustee | 001.00 | X | X | 0 | 0 | 0 | |||
| Mrs Nina Albert | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Frank S Bayley | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Peter A Benoliel | |||||||||
| Emeritus Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mrs Cary William Bok | |||||||||
| Honorary Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ms Victoria Bok | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Blair Bollinger | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Sheldon M Bonovitz | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Luther W Brady | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mrs Carolyn S Burger | |||||||||
| Emerita Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Joseph A Camarda | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Roberto Diaz | |||||||||
| President/Trustee | 035.00 | X | X | 323776 | 0 | 0 | |||
| Mr Mikael Eliasen | |||||||||
| Opera Department Chair/Trustee | 035.00 | X | 0 | 0 | 0 | ||||
| Mr Joseph M Field | |||||||||
| Emeritus Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Bruce Jay Gould | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Frederick R Haas | |||||||||
| Emeritus Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Scott M Jenkins | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ms Bobby Ellen Kimbel Phd | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr James R Ledwith Esquire | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Bong S Lee | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mrs Lisa Liem | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mrs Sueyun P Locks | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mrs Christina Weiss Lurie | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mrs Betty H Matarese | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr John H McFadden | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ms Jeanne M McGinn Phd | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Frank J Mechura | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr John J Medveckis | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ms Barbara Moskow | |||||||||
| Alumni Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Robert H Mundheim | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| MR John A Nyheim | |||||||||
| Emeritus Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Shaun F O'Malley | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Albert E Piscopo | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Robert Pollack | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr William H Roberts Esquire | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Milton L Rock | |||||||||
| Honorary Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Robert H Rock | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Mark E Rubenstein | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Brett Rubinson | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mrs Barbara Oaks Silver | |||||||||
| Friends Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Jay H Tolson | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mrs Penelope P Watkins | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Jack Wolgin | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ms Elizabeth B Warshawer | |||||||||
| Executive Vice President, CFO | 035.00 | X | 234957 | 0 | 0 | ||||
| Ms Elizabeth A Wright | |||||||||
| Vice President of Development | 035.00 | 154492 | 0 | 0 | X | ||||
| Ms Melinda Whiting | |||||||||
| Vice President of Communications | 035.00 | 112487 | 0 | 0 | X | ||||
| Mr Charles Sterne III | |||||||||
| Director of Principal Gifts and Planned Giving | 035.00 | 107552 | 0 | 0 | X | ||||
| Mr Robert Fitzpatrick | |||||||||
| Dean Retired | 035.00 | 122533 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1055797 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Intech Construction Inc | |||||
| 3001 Market Street | Philadelphia | PA | 19104 | Construction Services | 15056529 |
| Venturi Scott Brown and Associates | |||||
| 4236 Main Street | Philadelphia | PA | 191271696 | Architectural Services | 1226134 |
| Razak Company | |||||
| One South Broad Street Suite 1700 | Philadelphia | PA | 19107 | Development Management Services | 602897 |
| Keystone Health Plan East | |||||
| 1901 Market Street | Philadelphia | PA | 19103 | Health Insurance Provider | 384697 |
| Allied Barton Security Services | |||||
| 1625 Chestnut Street | Philadelphia | PA | 19103 | Security Services | 189841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 19 | NumberOfContractorsGT100K |
| Related Organizations | 4864935 | RelatedOrganizations |
| Government Grants | 5409491 | GovernmentGrants |
| All Other Contributions | 15817328 | AllOtherContributions |
| Noncash Contributions | 269827 | NoncashContributions |
| Total Contributions | 26091754 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Student fees | 615818 | 615818 |
| Concert income | 195756 | 195756 |
| Student awards from outside sources | 99020 | 99020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 910594 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1371316 | TotalRevenueColumn |
| Exclusion | $1,371,316 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26953036 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26619135 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 333901 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 333901 | TotalRevenueColumn |
| Exclusion | $333,901 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|
| Unrealized gains losses | 7232360 | $7,232,360 |
| Interest on operating funds | 23052 | $23,052 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64429 | TotalRevenueColumn |
| Exclusion | $64,429 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7319841 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36027406 | TotalRevenueColumn |
| Related Or Exempt Function Income | 910594 | RelatedOrExemptFunctionIncome |
| Exclusion | $9,025,058 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4631956 | Total |
| Program Services | 2705407 | ProgramServices |
| Management And General | 1374009 | ManagementAndGeneral |
| Fundraising | 552540 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370975 | Total |
| Program Services | 207746 | ProgramServices |
| Management And General | 103873 | ManagementAndGeneral |
| Fundraising | 59356 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425205 | Total |
| Program Services | 238115 | ProgramServices |
| Management And General | 119057 | ManagementAndGeneral |
| Fundraising | 68033 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 369457 | Total |
| Program Services | 206896 | ProgramServices |
| Management And General | 103448 | ManagementAndGeneral |
| Fundraising | 59113 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34796 | Total |
| Management And General | 34796 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49088 | Total |
| Management And General | 49088 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387003 | Total |
| Management And General | 387003 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 847303 | Total |
| Program Services | 550748 | ProgramServices |
| Management And General | 186406 | ManagementAndGeneral |
| Fundraising | 110149 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357217 | Total |
| Program Services | 310833 | ProgramServices |
| Management And General | 46384 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 565618 | Total |
| Program Services | 367652 | ProgramServices |
| Management And General | 124436 | ManagementAndGeneral |
| Fundraising | 73530 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Student Financial Aid | 1186255 | 1186255 | ||
| Fundraising expenses | 280987 | 280987 | ||
| Instructional expenses | 155815 | 155815 | ||
| Student Services expenses | 1207133 | 1207133 | ||
| Institutional expenses | 445897 | 427629 | 4579 | 13689 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189549 | Total |
| Management And General | 189549 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11504254 | Total |
| Program Services | 7408414 | ProgramServices |
| Management And General | 2887553 | ManagementAndGeneral |
| Fundraising | 1208287 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 426305 | BOY |
| EOY | 193098 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6906037 | BOY |
| EOY | 10433000 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42563343 | BOY |
| EOY | 35085406 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 301069 | BOY |
| EOY | 233153 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106441 | BOY |
| EOY | 62354 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 62353533 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10515844 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34886950 | BOY |
| EOY | 51837689 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64874558 | BOY |
| EOY | 79660757 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2318319 | BOY |
| EOY | 1764986 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152383022 | BOY |
| EOY | 179270443 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3239677 | BOY |
| EOY | 5696202 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133550 | BOY |
| EOY | 140050 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1985192 | BOY |
| EOY | 1886436 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5358419 | BOY |
| EOY | 7722688 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54172267 | BOY |
| EOY | 78116450 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58554699 | BOY |
| EOY | 52193356 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34297637 | BOY |
| EOY | 41237949 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147024603 | BOY |
| EOY | 171547755 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152383022 | BOY |
| EOY | 179270443 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 64874558 | BeginningOfYearBalance |
| Contributions | 9759120 | Contributions |
| Investment Earnings Or Losses | 8937577 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 255410 | GrantsOrScholarships |
| Other Expenditures | 3655088 | OtherExpenditures |
| End Of Year Balance | 79660757 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 79105493 | BeginningOfYearBalance |
| Contributions | 8496084 | Contributions |
| Investment Earnings Or Losses | -18757132 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 273755 | GrantsOrScholarships |
| Other Expenditures | 3696132 | OtherExpenditures |
| End Of Year Balance | 64874558 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.49000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.37000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.14000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13308592 | OtherCostOrOtherBasis |
| Book Value | 13308592 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38235120 | OtherCostOrOtherBasis |
| Depreciation | 5123235 | Depreciation |
| Book Value | 33111885 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10809821 | OtherCostOrOtherBasis |
| Depreciation | 5392609 | Depreciation |
| Book Value | 5417212 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 51837689 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (18 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Split Interest Liabilities | $1,886,436 |
| Split-interest liabilities - The Institute records assets, liabilities and revenue relating | |
| to gifts donated in the form of split-interest agreements for which it serves as trustee. | |
| The types of split-interest agreements include gift annuities, pooled income funds | |
| and charitable remainder unitrusts. The assets received are recorded at their | |
| fair value at the time of receipt as restricted support in accordance with donor | |
| imposed restrictions until a stipulated time restriction ends or specified condition | |
| is met. Liabilities represent the net present value of expected future payments of | |
| income earned or a fixed percentage of the assets owed to the beneficiaries | |
| designated by the donors on the basis of their estimated life expectancies. | |
| Contribution revenues are recognized at the amount of the difference of assets | |
| received and expected future payments. Over the term of the agreements, | |
| amortization of the discount on the liability and effects of changes in the life | |
| expectancy of the beneficiary are recorded as adjustments to the liability and | |
| amortization of discount and change in actuarial assumptions on split interest | |
| agreements. Discount rates ranged from 3.2 to 3.4 for gifts received during the | |
| year ended May 31, 2010. Discount rates ranged from 3.6 to 8.0 for gifts | |
| received prior to and during the year ended May 31, 2009. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1886436 | TotalOfAmounts |
| Total Revenue | 36027406 | TotalRevenue |
| Total Expenses | 11504254 | TotalExpenses |
| Excess Or Deficit For Year | 24523152 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 24523152 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 36027406 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 36027406 | RevenueSubtotal |
| Total Revenue Per Form990 | 36027406 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11504252 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 11504252 | ExpensesSubtotal |
| Total Expenses Per Form990 | 11504252 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| X | 2 | The Institute is exempt from federal income taxes under section 501c3. Effective June 1, 2009, management adopted the accounting standard, Accounting for Uncertainty in Income Taxes. This standard clarifies the accounting and reproting for uncertainties in income tax positions taken or expected to be taken in filing with taxing jurisdictions, using minimum recognition and measurement thresholds. |
| X | 2 | Management has reviewed tax positions taken in filings with federal jurisdictions and believes those positions would be sustained should the filings be examined by the relevant taxing authority. These tax filings for fiscal 2007, 2008 and 2009 are subject to examination, generally for three years after they were filed. |
| X | 2 | Should settlement of an examination or other event result in a change in managements evaluation of a tax position taken or expected to be taken in filings that have not been closed by statute or examination, any interest and penalties related to the unrecognized tax benefit as a result of the uncertain tax position would be included in interest and administrative expenses, respectively. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | false | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | There is no solicitation program. The School does not actively recruit students. The Schools nondiscriminatory policy is posted on its website in the information for admissions section. It is also included in the student handbook which is distributed during the registration period. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | Students at the Institute receive federal aid in the form of Pell grants and Stafford loans. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|
| Mr Roberto Diaz | |||
| 323776 | 48565 | 372341 | 390356 |
| Ms Elizabeth B Warshawer | |||
| 234957 | 28195 | 263152 | 299708 |
| Ms Elizabeth A Wright | |||
| 154492 | 23175 | 177667 | 149977 |
| Mr Robert Fitzpatrick | |||
| 122533 | 6105 | 128638 | 136499 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 4A | ReturnReference |
| Explanation | Severance payments were made to the former Dean of the School who retired at the end of the May 31, 2009 School year. These payments are included in Part II of Schedule J. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 254827 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market values | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Musical instruments | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraised values | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 VI | 10 | The form 990 was discussed by the Executive Committee of the Board of Trustees of the Institute at its bi-monthly meeting. |
| Form 990 VI | 12 | Conflict of interest statements are submitted by the members of the Institutes Board of Trustees annually. |
| Form 990 VI | 15 | Compensation for officers and key employees of the Institute is reviewed by the Human Resources Committee and approved by the Board of Trustees. |
| Form 990 VI | 19 | Governing documents, conflict of interest policy and financial statements of the Institute are available to the public upon request. |
| Schedule E Form 990 or 990-EZ Financial Aid or Government Assistance | Line 6a The org receives aid, Line 6b The org has had their aid revoked or suspended. | Students at the Institute receive federal aid in the form of Pell grants and Stafford loans. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Louise Curtis Bok Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1726 Locust Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236000615 | EIN |
| Primary Activities | Foundation | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501c3 | ExemptCodeSection |
| Public Charity Status | Public | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Louise Curtis Bok Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionType |
| Amount Involved | 4864935 | AmountInvolved |
Comments