Civic Intelligence

The Mary Louise Curtis Bok Foundation

EIN 23-6000615 • 501(c)3 • Philadelphia, PA

Profile

The foundation was formed exclusively for charitable, scientific and educational purposes, particularly the support of music and music education.

1726 Locust StreetPhiladelphia, PA 19103

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.02x

Higher debt load relative to revenue than 7% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

52nd percentile

6.3%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

102%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Assets

Up

$110,537,634

Up $6,505,484 (+6.3%) from 2024

Liabilities

Down

$115,304

Down $134,522 (-54%) from 2024

Net Assets

Up

$110,422,330

Up $6,640,006 (+6.4%) from 2024

Revenue

Up

$6,283,909

Up $3,169,189 (+102%) from 2024

Expenses

Up

$5,491,240

Up $517,201 (+10%) from 2024

Net Income

Up

$792,669

Up $2,651,988 (+143%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $76,099,272Liabilities 2010: $1,630,989Net Assets 2010: $74,468,2832010Assets 2012: $77,362,100Liabilities 2012: $2,503,985Net Assets 2012: $74,858,1152012Assets 2014: $90,985,684Liabilities 2014: $36,184Net Assets 2014: $90,949,5002014Assets 2016: $81,133,794Liabilities 2016: $25,472Net Assets 2016: $81,108,3222016Assets 2017: $88,285,969Liabilities 2017: $141,556Net Assets 2017: $88,144,4132017Assets 2018: $90,757,299Liabilities 2018: $25,878Net Assets 2018: $90,731,4212018Assets 2019: $84,952,159Liabilities 2019: $21,000Net Assets 2019: $84,931,1592019Assets 2020: $83,340,902Liabilities 2020: $96,687Net Assets 2020: $83,244,2152020Assets 2021: $115,460,424Liabilities 2021: $17,501Net Assets 2021: $115,442,9232021Assets 2022: $100,159,634Liabilities 2022: $45,041Net Assets 2022: $100,114,5932022Assets 2023: $94,922,125Liabilities 2023: $257,045Net Assets 2023: $94,665,0802023Assets 2024: $104,032,150Liabilities 2024: $249,826Net Assets 2024: $103,782,3242024Assets 2025: $110,537,634Liabilities 2025: $115,304Net Assets 2025: $110,422,3302025

Highlighted filing

2025

Assets$110,537,634
Liabilities$115,304
Net Assets$110,422,330

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MExpenses 2010: $5,420,8122010Expenses 2012: $4,175,1502012Revenue 2014: $7,400,131Expenses 2014: $4,841,400Net Income 2014: $2,558,7312014Revenue 2016: $4,103,875Expenses 2016: $5,195,208Net Income 2016: -$1,091,3332016Revenue 2017: $5,412,452Expenses 2017: $4,981,563Net Income 2017: $430,8892017Revenue 2018: $5,034,639Expenses 2018: $5,226,784Net Income 2018: -$192,1452018Revenue 2019: $4,510,349Expenses 2019: $5,036,502Net Income 2019: -$526,1532019Revenue 2020: $1,715,570Expenses 2020: $4,993,370Net Income 2020: -$3,277,8002020Revenue 2021: $19,214,898Expenses 2021: $4,865,638Net Income 2021: $14,349,2602021Revenue 2022: $12,712,681Expenses 2022: $4,724,555Net Income 2022: $7,988,1262022Revenue 2023: $1,707,358Expenses 2023: $4,868,725Net Income 2023: -$3,161,3672023Revenue 2024: $3,114,720Expenses 2024: $4,974,039Net Income 2024: -$1,859,3192024Revenue 2025: $6,283,909Expenses 2025: $5,491,240Net Income 2025: $792,6692025

Highlighted filing

2025

Revenue$6,283,909
Expenses$5,491,240
Net Income$792,669

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Mar 9, 2026
Return Version
2024v5.5
Gross Receipts
$29,725,514
Mission and Program Overview

Mission

The foundation was formed exclusively for charitable, scientific and educational purposes, particularly the support of music and music education.

To support the curtis institute of music, a tuition-free music school

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$77,258,810$84,055,042▲ $6,796,232
Investments in Publicly Traded Securities$26,322,948$25,798,681▼ $524,267
Savings and Temporary Cash Investments$450,392$683,911▲ $233,519
Total Assets$104,032,150$110,537,634▲ $6,505,484
Liabilities
Other Liabilities$205,337$104,504▼ $100,833
Accounts Payable and Accrued Expenses$44,489$10,800▼ $33,689
Total Liabilities$249,826$115,304▼ $134,522
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$103,782,324$110,422,330▲ $6,640,006
Total Net Assets Fund Balance$103,782,324$110,422,330▲ $6,640,006
Total Liabilities and Net Assets / Fund Balance$104,032,150$110,537,634▲ $6,505,484

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,655,909--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bayard FiechterPresident
Victoria BokVice President
Brett RubinsonDirector
Gary GraffmanDirector
Robert H RockDirector
Samuel R ShipleyDirector
Tomas BokDirector
Joseph M FieldSecretary
Scott M JenkinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$6,283,909
Other Revenue
$0
Change in Net Assets
$792,669

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,577,005
Revenue Not Reported on Financial Statements
$706,904
Revenue Not Reported on Form 990
$5,847,337
Total Revenue per Audited Statements
$11,424,342
Total Revenue per Form 990
$6,283,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,682,945
Other Expenses$808,295
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,682,945--$4,682,945
Fees for Service Investment Mgmnt Fees-$706,904-$706,904
Fees for Services Management-$42,000-$42,000
Fees for Services Accounting-$38,391-$38,391
Other Expenses-$21,000-$21,000
Total Functional Expenses$4,682,945$808,295$0$5,491,240

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,491,240
Expenses per Audited Statements$4,784,336
Total Expenses per Audited Statements$4,784,336
Expenses Not Reported on Financial Statements$706,904
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Curtis Institute of MusicPhiladelphia, PA501(c)(3)To Support Operations of the Curtis Institute of Music$4,682,945

International Summary

Offices
0
Employees
0
Spending
$42,912,956

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,InvestmentsN/a00$39,748,020
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,InvestmentsN/a00$2,789,679
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumInvestmentsN/a00$375,257
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$104,504
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
The Mary Louise Curtis Bok Foundation
EIN
23-6000615
Phone
2158935252
Address
1726 LOCUST STREET, PHILADELPHIA, PA 19103

Signing Officer

Name
Scott M Jenkins
Title
Treasurer
Phone
2158935252
Signed
2026-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bayard Fiechter
Formed
1932
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Cliftonlarsonallen Llp
Address
TWO INTERNATIONAL PLACE 22ND FLOOR, BOSTON, MA 02110
Preparer
Laura J Kenney
Phone
6177170831
Supplemental Narrative

Financial Statement Notes

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.

Raw XML AppendixShowing 400 of 564 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt044489
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010800
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE CURTIS INSTITUTE OF MUSIC, A TUITION-FREE MUSIC SCHOOL
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN CHRISTOPHER DWYER
IRS990/BooksInCareOfDetail/PhoneNum02158754202
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01726 LOCUST STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019103
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt04682945
IRS990/CYInvestmentIncomeAmt06283909
IRS990/CYOtherExpensesAmt0808295
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0792669
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05491240
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06283909
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE FINANCIAL SUPPORT FOR TUITION-FREE SCHOOL OF MUSIC: CURTIS INSTITUTE OF MUSIC, 1726 LOCUST STREET, PHILADELPHIA, PA 19103.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04682945
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt038391
IRS990/FeesForServicesAccountingGrp/TotalAmt038391
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt042000
IRS990/FeesForServicesManagementGrp/TotalAmt042000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0706904
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0706904
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0BAYARD FIECHTER
IRS990/Form990PartVIISectionAGrp/PersonNm1VICTORIA BOK
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH M FIELD
IRS990/Form990PartVIISectionAGrp/PersonNm3SCOTT M JENKINS
IRS990/Form990PartVIISectionAGrp/PersonNm4GARY GRAFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT H ROCK
IRS990/Form990PartVIISectionAGrp/PersonNm6TOMAS BOK
IRS990/Form990PartVIISectionAGrp/PersonNm7BRETT RUBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm8SAMUEL R SHIPLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01932
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04766835
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt04682945
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04682945
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04682945
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt028208440
IRS990/GrossReceiptsAmt029725514
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01516860
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01517074
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0214
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt077258810
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt084055042
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026322948
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025798681
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt023441605
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION WAS FORMED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES, PARTICULARLY THE SUPPORT OF MUSIC AND MUSIC EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0103782324
IRS990/NetAssetsOrFundBalancesEOYAmt0110422330
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04766835
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04766835
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05847337
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0103782324
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0110422330
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UBI TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021000
IRS990/OtherExpensesGrp/TotalAmt021000
IRS990/OtherLiabilitiesGrp/BOYAmt0205337
IRS990/OtherLiabilitiesGrp/EOYAmt0104504
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BAYARD FIECHTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04254788
IRS990/PYInvestmentIncomeAmt03114720
IRS990/PYOtherExpensesAmt0719251
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1859319
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04974039
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03114720
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0792669
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0450392
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0683911
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt01517074
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt01341669
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt01517074
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt01341669
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0808295
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0719251
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0708779
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0622418
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0622418
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt03419883
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt03419883
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0529055
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt03419883
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt03419883
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt03419883
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt04682945
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt04682945
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt08446235
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt04254788
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt04212371
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt03398959
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt013129180
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt04682945
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt04254788
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt04191447
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt011866118
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt04682945
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt03419883
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt04682945
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt04682945
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0107623959
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt099198914
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0578765
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0377879
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0107045194
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt098821035
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt01614359
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt01487984
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0106009600
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt097710930
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt03710336
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt03419883
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0107623959
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt099198914
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt03710336
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt03419883
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231585611
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04682945
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CURTIS INSTITUTE OF MUSIC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt04682945
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0706904
IRS990ScheduleD/ExpensesSubtotalAmt04784336
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0706904
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0706904
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05847337
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0104504
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0511136
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt156831944
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt218814093
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt32241960
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt45655909
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMODITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1COMMINGLED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3REAL ESTATE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4PRIVATE EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/RevenueNotReportedAmt05847337
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0706904
IRS990ScheduleD/RevenueSubtotalAmt05577005
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt084055042
IRS990ScheduleD/TotalExpensesPerForm990Amt05491240
IRS990ScheduleD/TotalLiabilityAmt0104504
IRS990ScheduleD/TotalRevenuePerForm990Amt06283909
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011424342
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04784336
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt039748020
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1375257
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt22789679
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM

Document Assets

No mirrored PDF or thumbnail assets are attached yet.