2026-03-19T14:19:27-05:00 2025-05-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-06-01 236000615 THE MARY LOUISE CURTIS BOK FOUNDATION MARY 2158935252 1726 LOCUST STREET PHILADELPHIA PA 19103 SCOTT M JENKINS TREASURER 2158935252 2026-03-09 1 1 LAURA J KENNEY P00202198 6177170831 2026-03-09 2024 2025-03-06 01:10:19Z BAYARD FIECHTER 1726 LOCUST STREET PHILADELPHIA PA 19103 29725514 0 X N/A X 1932 PA TO SUPPORT THE CURTIS INSTITUTE OF MUSIC, A TUITION-FREE MUSIC SCHOOL 9 9 0 9 214 0 0 0 0 0 3114720 6283909 0 0 3114720 6283909 4254788 4682945 0 0 0 0 0 0 0 719251 808295 4974039 5491240 -1859319 792669 104032150 110537634 249826 115304 103782324 110422330 THE FOUNDATION WAS FORMED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES, PARTICULARLY THE SUPPORT OF MUSIC AND MUSIC EDUCATION. 0 0 4682945 4682945 0 PROVIDE FINANCIAL SUPPORT FOR TUITION-FREE SCHOOL OF MUSIC: CURTIS INSTITUTE OF MUSIC, 1726 LOCUST STREET, PHILADELPHIA, PA 19103. 4682945 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X JOHN CHRISTOPHER DWYER 2158754202 1726 LOCUST STREET PHILADELPHIA PA 19103 X BAYARD FIECHTER PRESIDENT 1.00 0.00 X X 0 0 0 VICTORIA BOK VICE PRESIDENT 1.00 1.00 X X 0 0 0 JOSEPH M FIELD SECRETARY 1.00 0.00 X X 0 0 0 SCOTT M JENKINS TREASURER 1.00 0.00 X X 0 0 0 GARY GRAFFMAN DIRECTOR 1.00 0.00 X 0 0 0 ROBERT H ROCK DIRECTOR 1.00 1.00 X 0 0 0 TOMAS BOK DIRECTOR 1.00 0.00 X 0 0 0 BRETT RUBINSON DIRECTOR 1.00 0.00 X 0 0 0 SAMUEL R SHIPLEY DIRECTOR 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 1517074 214 1516860 28208440 23441605 4766835 4766835 4766835 6283909 0 214 6283695 4682945 4682945 42000 42000 38391 38391 706904 706904 UBI TAX 21000 21000 5491240 4682945 808295 0 450392 683911 26322948 25798681 77258810 84055042 104032150 110537634 44489 10800 205337 104504 249826 115304 X 103782324 110422330 103782324 110422330 104032150 110537634 792669 5847337 0 X 0 1 X 1 0 X X 1 CURTIS INSTITUTE OF MUSIC 231585611 2 1 4682945 0 1 4682945 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1341669 1517074 1341669 1517074 0 0 719251 808295 0 0 622418 708779 98821035 107045194 377879 578765 0 0 99198914 107623959 0 0 0 99198914 107623959 1487984 1614359 97710930 106009600 3419883 3710336 0 0 3419883 3710336 622418 529055 3419883 3419883 0 3419883 4682945 0 0 0 0 0 4682945 4682945 3419883 100.000000000000 3419883 0 0 0 3398959 4212371 4254788 11866118 0 3419883 0 8446235 4682945 0 4682945 0 0 13129180 0 0 4191447 4254788 4682945 PART IV, SECTION D, LINE 3: THE MARY LOUISE CURTIS BOK FOUNDATION HAS NINE DIRECTORS. TWO OF THE DIRECTORS ARE ALSO TRUSTEES OF THE CURTIS INSTITUTE OF MUSIC. IN ADDITION, TWO DIRECTORS OF THE FOUNDATION, WHO ARE ALSO CURTIS INSTITUTE OF MUSIC TRUSTEES, SERVE ON THE JOINT AUDIT AND INVESTMENT COMMITTEES WHICH MAKE DECISIONS ON BEHALF OF BOTH BOARDS. THERE IS A CLOSE WORKING RELATIONSHIP BETWEEN THE OFFICERS AND DIRECTORS OF BOTH ORGANIZATIONS AND BY REASON OF THIS RELATIONSHIP, THE OFFICERS AND DIRECTORS OF THE CURTIS INSTITUTE OF MUSIC HAVE A SIGNIFICANT, BUT NOT MAJORITY, VOICE IN THE MARY LOUISE CURTIS BOK FOUNDATION'S INVESTMENT POLICIES, TIMING OF GRANTS, MANNER OF SELECTING GRANT RECIPIENTS, AND IN OTHERWISE DIRECTING THE USE OF THE MARY LOUISE CURTIS BOK FOUNDATION'S INCOME OR ASSETS. 0 COMMODITY FUNDS 511136 F COMMINGLED FUNDS 56831944 F HEDGE FUNDS 18814093 F REAL ESTATE FUNDS 2241960 F PRIVATE EQUITY FUNDS 5655909 F 84055042 DUE TO RELATED PARTY 104504 104504 X 11424342 5847337 5847337 5577005 706904 706904 6283909 4784336 0 4784336 706904 706904 5491240 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. OPEN PERIODS SUBJECT TO AUDIT ARE GENERALLY THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 39748020 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS N/A 375257 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 INVESTMENTS N/A 2789679 0 0 0 0 0 0 42912956 0 42912956 1 0 1 1 1 0 PART I, LINE 3: INVESTMENTS ARE REPORTED AT FAIR MARKET VALUE AND THE ACCOUNTING METHOD USED IS THE ACCRUAL BASIS, CONSISTENT WITH FINANCIAL STATEMENT REPORTING. SCHEDULE F, PART IV FORM 926 IS ATTACHED TO THE ORGANIZATION'S 2024 FORM 990-T. THE ORGANIZATION IS A CATEGORY 5A FILER WITH RESPECT TO ONE FOREIGN CORPORATION. THE INFORMATION REQUIRED UNDER SECTIONS 6038 AND 6046 AND RELATED REGULATIONS HAS BEEN FILED ELECTRONICALLY BY CURTIS INSTITUTE OF MUSIC EIN 23-1585611. FORM 5471 SCHEDULE P IS ATTACHED TO THE ORGANIZATION'S 2024 FORM 990-T. THE ORGANIZATION'S ACTIVITY IN PASSIVE FOREIGN INVESTMENT COMPANIES DURING FY25 DOES NOT REQUIRE FILING OF FORM 8621. THE ORGANIZATION'S ACTIVITY AND OWNERSHIP IN FOREIGN PARTNERSHIPS DURING FY25 DOES NOT REQUIRE FILING OF FORM 8865. 1 CURTIS INSTITUTE OF MUSIC 1726 LOCUST STREET PHILADELPHIA PA 19103 231585611 501(C)(3) 4682945 0 TO SUPPORT OPERATIONS OF THE CURTIS INSTITUTE OF MUSIC 1 0 PART I, LINE 2: THE FOUNDATION MAKES A GRANT TO SUPPORT THE ONGOING OPERATIONS OF THE CURTIS INSTITUTE OF MUSIC, A TUITION-FREE SCHOOL OF MUSIC THAT STRIVES TO EDUCATE AND TRAIN EXCEPTIONALLY GIFTED MUSICIANS FOR PERFORMING CAREERS AT THE HIGHEST PROFESSIONAL LEVEL. MONITORING OF THE USE OF THESE FUNDS IS DONE BY FOUNDATION BOARD MEMBERS PARTICIPATING IN THE CURTIS INSTITUTE OF MUSIC'S COMMITTEES THAT ARE CHARGED WITH THE APPROVAL AND OVERSIGHT FOR THE CREATION OF THE OPERATING BUDGET AS WELL AS ONGOING MONITORING THROUGHOUT THE FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 2 VICTORIA BOK, VICE PRESIDENT, AND TOMAS BOK, DIRECTOR, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO ITS FILING, THE FORM 990 IS REVIEWED BY THE JOINT AUDIT COMMITTEE OF THE MARY LOUISE CURTIS BOK FOUNDATION AND CURTIS INSTITUTE OF MUSIC WITH MANAGEMENT. ONCE APPROVED, THE FORM 990 IS THEN POSTED TO A PRIVATE ONLINE PORTAL FOR DIRECTORS TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, FOUNDATION BOARD MEMBERS ARE ASKED TO REVIEW THEIR CONFLICTS OF INTEREST AND DISCLOSE ANY NEW CONFLICTS OR POTENTIAL CONFLICTS. CONFLICTS ARE SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION. THE DIRECTORS DECIDE IF EACH DISCLOSED POTENTIAL CONFLICT 1) REPRESENTS A REAL CONFLICT, 2) IF A CONFLICT EXISTS, IS IT PERMISSIBLE OR IMPERMISSIBLE. ALL CONFLICTS (PERMISSIBLE AND IMPERMISSIBLE) ARE REPORTED TO THE BOARD OF DIRECTORS, WHO ARE TASKED WITH APPROVING RESOLUTIONS FOR PERMISSIBLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT COMPENSATE ANY MEMBERS, OFFICERS, OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CURTIS INSTITUTE OF MUSIC 1726 LOCUST STREET PHILADELPHIA PA 19103 231585611 MUSIC EDUCATION PA 501(C)(3) LINE 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0