Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
MUSICAL INSTRUMENT MUSEUM
 

Number and street (or P.O. box number if mail is not delivered to street address)4725 EAST MAYO BOULEVARD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85050
A Employer identification number

16-1743588
B Telephone number (see instructions)

(480) 478-6000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$120,301,417J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 7,630,808
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 269,544 269,544 269,544
5a Gross rents.............. 413,840   413,840
b Net rental income or (loss) -763,006
6a Net gain or (loss) from sale of assets not on line 10 151,006
b Gross sales price for all assets on line 6a 2,956,006
7 Capital gain net income (from Part IV, line 2)... 151,006
8 Net short-term capital gain......... 38,980
9 Income modifications...........  
10a Gross sales less returns and allowances 821,069
b Less: Cost of goods sold.... 361,814
c Gross profit or (loss) (attach schedule)..... 459,255 459,255
11 Other income (attach schedule)....... Click to see attachment 5,029,183 0 5,029,183
12 Total. Add lines 1 through 11........ 13,953,636 420,550 6,210,802
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 396,480 0 0 396,480
14 Other employee salaries and wages...... 4,203,645 0 195,904 3,995,366
15 Pension plans, employee benefits....... 621,301 0 40,506 607,992
16a Legal fees (attach schedule)......... Click to see attachment 34,706 0 0 34,706
b Accounting fees (attach schedule)....... Click to see attachment 19,650 0 0 19,650
c Other professional fees (attach schedule).... Click to see attachment 1,380,089 78,095 171,671 1,213,367
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 336,238 0 0 336,238
19 Depreciation (attach schedule) and depletion... 5,995,362 0 4,773,995
20 Occupancy.............. 1,170,473 0 3,152 1,167,321
21 Travel, conferences, and meetings....... 285,367 0 6,019 279,348
22 Printing and publications.......... 106,313 0 3,103 103,210
23 Other expenses (attach schedule)....... Click to see attachment 3,607,783 0 773,133 2,752,809
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,157,407 78,095 5,967,483 10,906,487
25 Contributions, gifts, grants paid........ 153,637 153,637
26 Total expenses and disbursements. Add lines 24 and 25 18,311,044 78,095 5,967,483 11,060,124
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,357,408
b Net investment income (if negative, enter -0-) 342,455
c Adjusted net income (if negative, enter -0-)... 243,319
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 1,487,227 1,712,342 1,712,342
2 Savings and temporary cash investments..........   415,615 415,615
3 Accounts receivable bullet61,783
Less: allowance for doubtful accounts bullet   28,309 61,783 61,783
4 Pledges receivable bullet353,907
Less: allowance for doubtful accounts bullet   549,199 353,907 353,907
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use............... 574,916 549,836 549,836
9 Prepaid expenses and deferred charges........... 194,639 243,782 243,782
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 6,712,039 Click to see attachment8,530,332 8,530,332
c Investments—corporate bonds (attach schedule)........ 3,263,284 Click to see attachment3,443,160 3,443,160
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,633,935 Click to see attachment2,164,211 2,164,211
14 Land, buildings, and equipment: basis bullet124,973,698
Less: accumulated depreciation (attach schedule) bullet22,597,768 108,037,291 Click to see attachment102,375,930 102,375,930
15 Other assets (describe bullet) Click to see attachment444,019 Click to see attachment450,519 Click to see attachment450,519
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 122,924,858 120,301,417 120,301,417
Liabilities 17 Accounts payable and accrued expenses.......... 626,915 734,683
18 Grants payable...................    
19 Deferred revenue.................. 209,482 313,690
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment154,737 Click to see attachment96,484
23 Total liabilities (add lines 17 through 22).......... 991,134 1,144,857
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 111,134,294 105,993,175
25 Temporarily restricted................ 820,950 2,704,357
26 Permanently restricted................ 9,978,480 10,459,028
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 121,933,724 119,156,560
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 122,924,858 120,301,417
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 121,933,724
2 Enter amount from Part I, line 27a..................... 2 -4,357,408
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,580,244
4 Add lines 1, 2, and 3.......................... 4 119,156,560
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 119,156,560
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,450,462   2,338,436 112,026
b 505,544   466,564 38,980
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       112,026
b       38,980
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 151,006
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 38,980
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 12,923,054 12,210,059 1.058394
2011 13,465,573 8,329,351 1.616641
2010 15,709,000 4,565,277 3.440974
2009 79,295,398 7,751,579 10.229580
2008 31,265,526 22,838,337 1.368993
2 Total of line 1, column (d) ...................... 2 17.714582
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 3.542916
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 14,460,857
5 Multiply line 4 by line 3....................... 5 51,233,602
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,425
7 Add lines 5 and 6......................... 7 51,237,027
8 Enter qualifying distributions from Part XII, line 4.............. 8 11,060,124
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 6,849
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 6,849
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,849
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 5,600
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,600
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 46
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,295
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN, AZ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MIM.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (480) 478-6000
    Located atbullet4725 EAST MAYO BOULEVARDPHOENIXAZ ZIP+4bullet85050
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ROBERT J ULRICH CHAIRMAN
    30.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    GARY TOBEY VICE CHAIRMAN
    1.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    GAIL DORN SECRETARY
    4.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    ROBERT G MCMAHON BOARD MEMBER
    1.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    MARC LEO FELIX BOARD MEMBER
    1.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    MICHAEL R FRANCIS BOARD MEMBER
    1.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    BILLIE R DEWALT PRESIDENT & DIRECTOR
    40.00     		180,765 17,486 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    CARRIE HEINONEN PRESIDENT & DIRECTOR
    40.00     		97,460 1,640 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    RHONDA BOYLE TREASURER & CFO
    40.00     		118,255 14,709 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    MANUEL JORDAN CHIEF CURATOR & DIR
    40.00     		163,447 9,032 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    DEBBIE GARNETT HUMAN RESOURCES DIRE
    40.00     		95,948 16,636 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    APRIL SALOMON DIR OF EXHIBITS & GU
    40.00     		94,077 12,561 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    SCOTT MYERS TECHNOLOGY MANAGER
    40.00     		91,795 12,336 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    KAREN FARUGIA MARKETING DIRECTOR
    40.00     		85,654 5,521 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    Total number of other employees paid over $50,000...................bullet 29
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    BON APPETIT CATERING SERVICES 933,909
    91337 COLLECTIONS DR PO BOX 91337
    CHICAGO,IL60693
    MEDIA BUYING SERVICES INC ADVERTISING 475,343
    4545 E SHEA BLVD 162
    PHOENIX,AZ85028
    OPENWORKS JANITORIAL SERVICES 284,618
    4742 N 24TH ST STE 450
    PHOENIX,AZ85016
    ALLIEDBARTON SECURITY SERVICES LLC SECURITY PERSONNEL SERVICES 139,278
    161 WASHINGTON ST STE 600
    CONSHOHOCKEN,PA19428
    KWINK MEDIA SOCIAL MEDIA & WRITING 66,533
    1140 E COTTONWOOD LN
    PHOENIX,AZ85048
    Total number of others receiving over $50,000 for professional services.............bullet3
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 2013, THE THIRD FULL YEAR OF OPERATIONS FOR MIM, SAW A VISIT FROM THE REMARKABLE "RECYCLED ORCHESTRA" FROM PARAGUAY, THE OPENING OF THE BLOCKBUSTER "WOMEN WHO ROCK" TRAVELING EXHIBITION AND ASSOCIATED CONCERT SERIES, THE RELEASE OF POPULAR NEW EXHIBITS IN THE ARTIST GALLERY, AND MUSEUM-WIDE CELEBRATIONS INCLUDING EXPERIENCE IRELAND AND EXPERIENCE INDIA. MIM WELCOMED 247,000 GUESTS IN 2013, INCLUDING 33,000 SCHOOL CHILDREN AND 46,000 CONCERT GOERS. THE MUSEUM ALSO PRESENTED 190 CONCERTS BY ARTISTS FROM 21 DIFFERENT COUNTRIES AND WAS SINGLED OUT FOR SEVERAL AWARDS AND DISTINCTIONS, INCLUDING BEING RANKED THE NUMBER ONE PHOENIX ATTRACTION ON TRIPADVISOR AND READER'S CHOICE FOR BEST MUSEUM BY PHOENIX MAGAZINE. 14,555,081
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
     
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$  
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
    2006-03-04
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
    243,319 610,503 416,468 228,264 1,498,554
    b 85% of line 2a ......... 206,821 518,928 353,998 194,024 1,273,771
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		11,060,124 12,923,054 13,465,573 15,709,963 53,158,714
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		11,060,124 12,923,054 13,465,573 15,709,963 53,158,714
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		482,029 407,002 277,645 152,176 1,318,852
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ROBERT J ULRICH
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALHAMBRA ELEMENTARY SCHOOL DISTRICT
    4510 N 37TH AVE
    PHOENIX,AZ85019     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 5,940
    BALSZ ELEMENTARY SCHOOL DISTRICT
    4825 E ROOSEVELT ST
    PHOENIX,AZ85008     		N/A PC MUSEUM ADMISSION 1,730
    BUCKEYE ELEMENTARY SCHOOL DISTRICT
    25555 W DURANGO
    BUCKEYE,AZ85326     		N/A PC MUSEUM ADMISSION 688
    CARTWRIGHT SCHOOL DISTRICT
    3401 N 67TH AVE
    PHOENIX,AZ85033     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 8,624
    CAVE CREEK
    PO BOX 426
    CAVE CREEK,AZ85327     		N/A PC MUSEUM ADMISSION 3,486
    CHANDLER UNIFIED SCHOOL DISTRICT
    1525 W FRYE RD
    CHANDLER,AZ85224     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 4,866
    CHOLLA HIGH MAGNET SCHOOL
    2001 W STARR PASS BLVD
    TUCSON,AZ85713     		N/A PC MUSEUM ADMISSION 472
    CREIGHTON SCHOOL DISTRICT
    2702 E FLOWER ST
    PHOENIX,AZ85016     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 4,998
    DEER VALLEY UNIFIED SCHOOL DISTRICT
    20402 N 15TH AVE
    PHOENIX,AZ85027     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 5,000
    DYSART UNIFIED SCHOOL DISTRICT
    15802 N PARKVIEW PL
    SURPRISE,AZ85374     		N/A PC MUSEUM ADMISSION 1,832
    FLAGSTAFF UNIFIED SCHOOL DISTRICT
    3285 EAST SPARROW AVE
    FLAGSTAFF,AZ86004     		N/A PC MUSEUM ADMISSION 420
    FLORENCE UNIFIED SCHOOL DISTRICT
    35900 N CHARBRAY DR
    QUEEN CREEK,AZ85143     		N/A PC MUSEUM ADMISSION 368
    FOUNTAIN HILLS UNIFIED SCHOOL DISTRICT
    16000 E PALISADES BLVD
    FOUNTAIN HILLS,AZ85268     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 2,128
    GILBERT PUBLIC SCHOOL DISTRICT
    140 SOUTH GILBERT RD
    GILBERT,AZ85296     		N/A PC MUSEUM ADMISSION 2,144
    GLENDALE ELEMENTARY SCHOOL DISTRICT
    7301 N 58TH AVE
    GLENDALE,AZ85301     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 13,286
    GLENDALE UNIFIED HIGH SCHOOL DISTRICT
    7650 N 43RD AVE
    GLENDALE,AZ85301     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 4,270
    HIGLEY UNIFIED SCHOOL DISTRICT
    2935 S RECKER RD
    GILBERT,AZ85295     		N/A PC MUSEUM ADMISSION 776
    ISSAC ELEMENTARY SCHOOL DISTRICT
    3348 W MCDOWELL RD
    PHOENIX,AZ85009     		N/A PC MUSEUM ADMISSION 2,150
    KYRENE ELEMENTARY SCHOOL DISTRICT
    8700 SOUTH KYRENE RD
    PHOENIX,AZ85016     		N/A PC MUSEUM ADMISSION 1,744
    CANARELLI MIDDLE SCHOOL
    7808 S TORREY PINES DR
    LAS VEGAS,NV89139     		N/A PC MUSEUM ADMISSION 1,208
    LIBERTY ELEMENTARY SCHOOL DISTRICT
    19871 W FREEMONT RD
    BUCKEYE,AZ85326     		N/A PC MUSEUM ADMISSION 488
    LITCHFIELD ELEMENTARY SCHOOL DISTRICT
    272 E SAGEBRUSH ST
    LITCHFIELD PARK,AZ85340     		N/A PC MUSEUM ADMISSION 380
    MADISON SCHOOL DISTRICT
    5601 N 16TH ST
    PHOENIX,AZ85016     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 5,426
    MESA PUBLIC SCHOOL DISTRICT
    63 EAST MAIN ST
    MESA,AZ85201     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 14,908
    OSBORN SCHOOL DISTRICT
    1226 W OSBORN RD
    PHOENIX,AZ85013     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 5,108
    PARADISE VALLEY UNIFIED SCHOOL DISTRICT
    15002 N 32ND ST
    PHOENIX,AZ85032     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 12,757
    PEORIA UNIFIED SCHOOL DISTRICT
    6330 W THUNDERBIRD RD
    GLENDALE,AZ85306     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 4,828
    PHOENIX ELEMENTARY SCHOOL DISTRICT
    1817 N 7TH ST
    PHOENIX,AZ85006     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 7,332
    PHOENIX UNION HIGH SCHOOL DISTRICT
    4502 N CENTRAL AVE
    PHOENIX,AZ85012     		N/A PC MUSEUM ADMISSION 554
    ROOSEVELT SCHOOL DISTRICT
    6000 S 7TH ST
    PHOENIX,AZ85042     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 6,506
    SCOTTSDALE UNIFIED SCHOOL DISTRICT
    3811 N 44TH ST
    PHOENIX,AZ85018     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 3,140
    TEMPE ELEMENTARY SCHOOL DISTRICT
    3205 S RURAL RD
    TEMPE,AZ85282     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 4,978
    TEMPE UNION HIGH SCHOOL DISTRICT
    500 W GUADALUPE RD
    TEMPE,AZ85283     		N/A PC MUSEUM ADMISSION 248
    TUBA CITY
    67 E FIR ST
    TUBA CITY,AZ86045     		N/A PC MUSEUM ADMISSION 232
    WASHINGTON ELEMENTARY SCHOOL DISTRICT
    4650 WEST SWEETWATER
    GLENDALE,AZ85304     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 10,046
    ARIZONA CHARTER ACADEMY
    16011 N DYSART RD
    SURPRISE,AZ85374     		N/A PC MUSEUM ADMISSION 360
    AMERISCHOOLS ACADEMY
    1333 WEST CAMELBACK RD
    PHOENIX,AZ85013     		N/A PC MUSEUM ADMISSION 136
    ASU PREPARATORY ACADEMY
    735 E FILLMORE ST
    PHOENIX,AZ85006     		N/A PC MUSEUM ADMISSION 2,550
    CHILDREN FIRST ACADEMY
    650 E MORELOS ST
    CHANDLER,AZ85225     		N/A PC MUSEUM ADMISSION 400
    HEARN ACADEMY
    17606 N 7TH AVE
    PHOENIX,AZ85023     		N/A PC MUSEUM ADMISSION 1,080
    IMAGINE SCHOOLS
    3535 W DUNLAP AVE
    PHOENIX,AZ85051     		N/A PC MUSEUM ADMISSION 448
    MARYVALE PREPARATORY ACADEMY
    6301 W INDIAN SCHOOL RD
    PHOENIX,AZ85033     		N/A PC MUSEUM ADMISSION 416
    MILESTONE CHARTER
    4707 E ROBERT E LEE
    PHOENIX,AZ85033     		N/A PC MUSEUM ADMISSION 2,696
    PHOENIX COLLEGIATE ACADEMY
    5610 S CENTRAL AVE
    PHOENIX,AZ85041     		N/A PC MUSEUM ADMISSION 550
    SAGE ACADEMY CHARTER SCHOOL
    1055 E HEARN RD
    PHOENIX,AZ85022     		N/A PC MUSEUM ADMISSION 350
    SONORAN SCIENCE ACADEMY
    4837 E MCSOWELL RD
    PHOENIX,AZ85008     		N/A PC MUSEUM ADMISSION 40
    VALLEY ACADEMY
    1520 WEST ROSE GARDEN LN
    PHOENIX,AZ85027     		N/A PC MUSEUM ADMISSION 340
    TUMBLEWEED CENTER FOR YOUTH DEVELOPMENT
    3707 N 7TH ST 305
    PHOENIX,AZ85014     		N/A PC MUSEUM ADMISSION 208
    NATIVE AMERICAN CONNECTIONS
    4520 N CENTRAL AVE STE 600
    PHOENIX,AZ50012     		N/A PC MUSEUM ADMISSION 312
    AZ NEIGHBORHOOD TRANSFORMATION
    5449 E CALLE ENCINAS
    GUADALUPE,AZ85283     		N/A PC MUSEUM ADMISSION 152
    ICAN
    650 E MORELOS ST
    CHANDLER,AZ85225     		N/A PC MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 522
    FLORENCE CRITTENTON SERVICES OF ARIZONA
    715 W MARIPOSA ST
    PHOENIX,AZ85013     		N/A PC MUSEUM ADMISSION 16
    Total .................................bullet 3a 153,637
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aMUSEUM ADMISSION         2,520,007
    bMUSIC THEATER         1,595,749
    cOTHER PROGRAM REVENUE         198,984
    dADVERTISING 511190 1,500      
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 269,544  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 532000 -355,483      
    6
    Net rental income or (loss) from personal property .............     		532000 -407,523      
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 151,006  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..     18 459,255  
    11 Other revenue: aCATERING 722320 712,943      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -48,563 879,805 4,314,740
    13Total. Add line 12, columns (b), (d), and (e)..................
    135,145,982
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A ACCESS TO THE MUSEUM'S EXHIBITS
    1B ACCESS TO THE MUSEUM'S MUSIC THEATER
    1C ACCESS TO THE MUSEUM'S OTHER PROGRAMS
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number

    16-1743588
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    ACT ONE FOUNDATION  
    5080 NORTH 40TH STREET SUITE 245
     
    PHOENIX, AZ85018

    		$10,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    ALEXANDRA O BJORKLUND  
    94 DELLWOOD AVENUE
     
    WHITE BEAR LAKE, MN55110

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    ARIZONA COMMUNITY FOUNDATION  
    2201 EAST CAMELBACK ROAD SUITE 405B
     
    PHOENIX, AZ85016

    		$10,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
     
     

    BANK OF AMERICA  
    201 EAST WASHINGTON STREET
     
    PHOENIX, AZ85004

    		$75,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
     
     

    BARBARA J ANDERSON  
    23 BILTMORE ESTATES
     
    PHOENIX, AZ85016

    		$25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
     
     

    BRENDA BAAR  
    1665 LEXINGTON AVENUE SOUTH
     
    MENDOTA HEIGHTS, MN55118

    		$5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
     
     

    BRUCE B DAYTON  
    84 S TENTH STREET SUITE 45
     
    MINNEAPOLIS, MN55403

    		$50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
     
     

    CHRISTOPHER J FUSSNER  
    THE BERTH BY THE COVE
     
      ,   98616SN

    		$20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
     
     

    CITY OF PHOENIX - PUBLIC WORKS DEPA  
    101 SOUTH CENTRAL AVENUE 300
     
    PHOENIX, AZ85004

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
     
     

    COLOUD  
    260 WEST 39TH STREET 9TH FLOOR
     
    NEW YORK, NY10018

    		$45,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
     
     

    COYOTES CHARITIES  
    6751 NORTH SUNSET BOULEVARD SUITE 2
     
    GLENDALE, AZ85305

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
     
     

    CURTIS ULRICH  
    84 S TENTH STREET SUITE 45
     
    MINNEAPOLIS, MN55403

    		$5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
     
     

    ELAINE F STEPANEK FOUNDATION  
    256 NORTH REFUGIO ROAD
     
    SANTA YNEZ, CA93460

    		$40,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
     
     

    EVELYN GRUBB  
    2425 EAST CAMELBACK ROAD 1155
     
    PHOENIX, AZ85016

    		$25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
     
     

    FIDELITY BROKERAGE SERVICES LLC  
    BNY MELLON TRUST OF DELWARE
     
    NEWARK, DE19711

    		$15,427


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
     
     

    FIDELITY CHARITABLE GIFT FUND  
    2201 EAST CAMELBACK ROAD SUITE 405B
     
    PHOENIX, AZ452770053

    		$13,100


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
     
     

    FRANKLIN BROWN  
    10173 EAST HORIZON DRIVE
     
    SCOTTSDALE, AZ85262

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
     
     

    GANASSI FOUNDATION  
    235 ALPHA DRIVE SUITE 302
     
    PITTSBURGH, PA15238

    		$5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    19
     
     

    GOLDMAN SACHS PHILANTHROPY FUND  
    PO BOX 15203
     
    ALBANY, NY122125203

    		$6,010,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    20
     
     

    GRAYHAWK CLASSIC RESIDENTS' FOUNDAT  
    7501 EAST THOMPSON PEAK PARKWAY BOX
     
    SCOTTSDALE, AZ85255

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    21
     
     

    GREGORY DUPPLER  
    12515 48TH AVENUE NORTH
     
    PLYMOUTH, MN55442

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    22
     
     

    HICKEY FAMILY FOUNDATION  
    530 EAST HUBER STREET
     
    MESA, AZ85203

    		$50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    23
     
     

    IRA J GAINES  
    30 BILTMORE ESTATES DRIVE
     
    PHOENIX, AZ85016

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    24
     
     

    IRENE VASQUEZ  
    2810 EAST MISSION LANE
     
    PHOENIX, AZ85028

    		$5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    25
     
     

    JP MORGAN CHARITABLE GIVING FUND  
    165 TOWNSHIP LINE ROAD SUITE 150
     
    JENKINTOWN, PA190463594

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    26
     
     

    JEAN SAVAGE  
    4555 EAST MAYO BOULEVARD 28102
     
    PHOENIX, AZ85050

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    27
     
     

    JENNIFER ASHLEY  
    19061 NORTH 5TH AVENUE
     
    PHOENIX, AZ85027

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    28
     
     

    JEWISH COMMUNITY FOUNDATIONMILWAUKE  
    1360 NORTH PROSPECT AVENUE
     
    MILWAUKEE, WI532023094

    		$10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    29
     
     

    JOHN AND JOAN D'ADDARIO FOUNDATION  
    19 DANTON LANE NORTH
     
    LOCUST VALLEY, NY11560

    		$65,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    30
     
     

    JOSEPH R MASLICK  
    9361 EAST SKYLINE DRIVE
     
    SCOTTSDALE, AZ85262

    		$6,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    31
     
     

    JUDITH R BAARDA  
    13624 NORTH BONITA DRIVE
     
    FOUNTAIN HILLS, AZ85268

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    32
     
     

    JULIUS L WITZLER  
    925 LINCOLN STREET 5F
     
    DENVER, CO80203

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    33
     
     

    JW MARRIOTT PHOENIX DESERT RIDGE RE  
    5350 EAST MARRIOTT DRIVE
     
    PHOENIX, AZ85054

    		$18,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    34
     
     

    KEMPER AND ETHEL MARLEY FOUNDATION  
    PO BOX 10392
     
    PHOENIX, AZ85064

    		$45,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    35
     
     

    LORENZEN FOUNDATION  
    3333 EAST CAMINO SIN NOMBRE
     
    PARADISE VALLEY, AZ85253

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    36
     
     

    LORRAINE L CALBOW  
    2051 EAST OXFORD DRIVE
     
    TEMPE, AZ85283

    		$10,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    37
     
     

    MARTIN GUITAR CHARITABLE FOUNDATION  
    510 SYCAMORE STREET
     
    NAZARETH, PA180641000

    		$10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    38
     
     

    MICHAEL FRANCIS  
    84 S TENTH STREET SUITE 45
     
    MINNEAPOLIS, MN55403

    		$10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    39
     
     

    MOE S NOZARI  
    1 OVERHILL DRIVE
     
    SAINT PAUL, MN55127

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    40
     
     

    MONTY ORTMAN  
    28 BILTMORE ESTATES
     
    PHOENIX, AZ85016

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    41
     
     

    NAMM FOUNDATION  
    5790 ARMADA DRIVE
     
    CARLSBAD, CA92008

    		$7,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    42
     
     

    NANCY R WALTERS  
    5729 EAST HERMOSA VISTA DRIVE
     
    MESA, AZ85215

    		$25,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    43
     
     

    NATIONAL FINANCIAL SERVICES LLC  
    499 WASHINGTON BOULEVARD
     
    JERSEY CITY, NJ07310

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    44
     
     

    NEUTRIK  
    4115 TAGGART CREEK ROAD
     
    CHARLOTTE, NC28208

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    45
     
     

    PAUL MARCUS  
    39725 NORTH 107TH WAY
     
    SCOTTSDALE, AZ85262

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    46
     
     

    PAULA SHERMAN  
    5840 EAST JOSHUA TREE LANE
     
    PARADISE VALLEY, AZ85253

    		$8,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    47
     
     

    PETSMART INC  
    19601 NORTH 27TH AVENUE
     
    PHOENIX, AZ85027

    		$50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    48
     
     

    PHOENIX OFFICE OF ARTS AND CULTURE  
    200 WEST WASHINGTON STREET
     
    PHOENIX, AZ85003

    		$47,578


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    49
     
     

    RICHARD BURNS  
    5436 EAST ORCHID LANE
     
    PARADISE VALLEY, AZ85253

    		$10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    50
     
     

    RIZLEY FAMILY FOUNDATION  
    24200 NORTH ALMA SCHOOL ROAD 20
     
    SCOTTSDALE, AZ85255

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    51
     
     

    ROBERT J ULRICH  
    84 S TENTH STREET SUITE 45
     
    MINNEAPOLIS, MN55403

    		$15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    52
     
     

    RUSTY MARY JANE POEPL FOUNDATION  
    1320 RIVERSIDE LANE 206
     
    SAINT PAUL, MN55118

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    53
     
     

    SANDERSON FORD  
    6400 NORTH 51ST AVENUE
     
    GLENDALE, AZ85301

    		$100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    54
     
     

    SANDRA J WERNER  
    4555 EAST MAYO BOULEVARD 30101
     
    PHOENIX, AZ85050

    		$20,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    55
     
     

    SCOTTSDALE LEAGUE FOR THE ARTS  
    7309 EAST EVANS ROAD
     
    SCOTTSDALE, AZ85260

    		$7,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    56
     
     

    SRP  
    MAIL STATION PAB-232
     
    PHOENIX, AZ850722025

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    57
     
     

    STORAGE SOLUTIONS  
    29201 NORTH CAVE CREEK ROAD
     
    CAVE CREEK, AZ85331

    		$5,202


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    58
     
     

    TARGET CORPORATION  
    50 SOUTH 10TH STREET TP3-750
     
    MINNEAPOLIS, MN55403

    		$85,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    59
     
     

    THE MATRICARIA FAMILY FOUNDATION  
    9674 EAST TAOS DRIVE
     
    SCOTTSDALE, AZ85262

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    60
     
     

    THE STEELE FOUNDATION INC  
    PO BOX 1112
     
    PHOENIX, AZ85001

    		$20,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    61
     
     

    TIMOTHY BYERS  
    84 S TENTH STREET SUITE 45
     
    MINNEAPOLIS, MN55403

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    62
     
     

    TWIFORD FAMILY FOUNDATION  
    3219 EAST CAMELBACK ROAD 575
     
    PHOENIX, AZ85018

    		$15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    63
     
     

    VANGUARD CHARITABLE ENDOWMENT PROGR  
    PO BOX 55766
     
    BOSTON, MA022055766

    		$16,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    64
     
     

    WELLS FARGO ADVISORS LLC  
    ONE NORTH JEFFERSON
     
    ST LOUIS, MO63103

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    65
     
     

    WELLS FARGO FOUNDATION  
    100 WEST WASHINGTON 23TH FLOOR
     
    PHOENIX, AZ85003

    		$15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    66
     
     

    WESTERN REFINING  
    1250 WEST WASHINGTON STREET SUITE 1
     
    TEMPE, AZ85281

    		$25,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    10
    		 1,500 HEADPHONES $45,000 2013-06-11
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    33
    		 CATERING $18,000 2013-12-31
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    57
    		 STORAGE RACKS $5,202 2013-02-21
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 19,650 0 0 19,650

    TY 2013 GeneralExplanationAttachment
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Identifier Return Reference Explanation
    ROOM RENTAL EXPENSES: FORM 990-PF, PART I, LINE 5B - RENTAL EXPENSES: ROOM RENTAL EXPENSES: SALARIES & WAGES 91,272EMPLOYEE BENEFIT PROGRAMS 18,872TRAVEL 1,543MEALS 289CONFERENCES, CONVENTIONS & SEMINARS 972CULTIVATION EXPENSE 1,471COMMUNICATION & TELEPHONE 984EQUIPMENT RENTAL 1,370MISCELLANEOUS 5PRINTING 482DUES & SUBSCRIPTIONS 265POSTAGE & SHIPPING 21SUPPLIES 1,514EVENT EXPENSES 28,097EMPLOYEE & VOLUNTEER RELATIONS 584CONSULTANT & PROFESSIONAL FEES 43,597UTILITIES & WATER 41,429SECURITY 13,103DEPRECIATION 302,421 TOTAL ROOM RENTAL EXPENSES 548,291
    PERSONAL PROPERTY RENTAL EXPENSES: FORM 990-PF, PART I, LINE 5B - RENTAL EXPENSES: PERSONAL PROPERTY RENTAL EXPENSES: SALARIES & WAGES 104,632EMPLOYEE & VOLUNTEER RELATIONS 21,634TRAVEL 1,769MEALS 332CONFERENCES, CONVENTIONS & SEMINARS 1,114CULTIVATION EXPENSE 1,687COMMUNICATION & TELEPHONE 1,129EQUIPMENT RENTAL 1,570MISCELLANEOUS 6PRINTING 553DUES & SUBSCRIPTIONS 303POSTAGE & SHIPPING 25SUPPLIES 1,736EVENT EXPENSES 32,211EMPLOYEE & VOLUNTEER RELATIONS 670CONSULTANT & PROFESSIONAL FEES 49,979UTILITIES & WATER 47,494SECURITY 15,021DEPRECIATION 346,690 TOTAL PERSONAL PROPERTY RENTAL EXPENSES 628,555

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE FIXED INCOME SECURITIES 2,828,980 2,828,980
    OTHER FIXED INCOME SECURITIES 614,180 614,180

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Name of Stock End of Year Book Value End of Year Fair Market Value
    US EQUITY SECURITIES 5,904,754 5,904,754
    NON-US EQUITY SECURITIES 2,625,578 2,625,578

    TY 2013 InvestmentsOtherSchedule2
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MONEY MARKET FUNDS FMV 1,067,841 1,067,841
    HEDGE FUNDS FMV 1,096,370 1,096,370

    TY 2013 LandEtcSchedule2
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 14,586,850 0 14,586,850 14,586,850
    FURNITURE & EQUIPMENT 6,981,369 3,732,326 3,249,043 3,249,043
    LEASEHOLD IMPROVEMENT 149,458 149,458 0  
    SOFTWARE 494,806 259,772 235,034 235,034
    VEHICLES 33,334 33,334 0  
    BUILDING 102,727,881 18,422,878 84,305,003 84,305,003


    TY 2013 LegalFeesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 34,706 0 0 34,706


    TY 2013 OtherAssetsSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    EXCISE TAX ASSET 2,500 5,600 5,600
    SECURITY DEPOSIT RECEIVABLE 10,091 10,091 10,091
    OTHER ASSETS 431,428 434,828 434,828


    TY 2013 OtherExpensesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CATERING EXPENSE 701,524 0 701,524 0
    TELEPHONE 79,504 0 2,113 77,391
    POSTAGE & SHIPPING 106,016 0 46 105,970
    ADVERTISING & MARKETING 517,231 0 0 517,231
    SUPPLIES 133,672 0 3,250 130,422
    EQUIPMENT RENTAL 190,936 0 2,940 187,996
    REPAIRS & MAINTENANCE 409,439 0 0 409,439
    INSURANCE 137,571 0 0 145,798
    MISCELLANEOUS 747,595 0 11 657,516
    MUSICAL INSTRUMENT PURCHASES 246,533 0 0 246,533
    EVENTS 179,653 0 60,308 119,345
    SOFTWARE 155,168 0 0 155,168
    EMPLOYEE & VOLUNTEER RELATIONS 1,254 0 1,254 0
    CULTIVATION EXPENSE 1,687 0 1,687 0


    TY 2013 OtherIncomeSchedule2
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MUSEUM ADMISSION 2,520,007   2,520,007
    MUSIC THEATER 1,595,749   1,595,749
    OTHER PROGRAM REVENUE 198,984   198,984
    ADVERTISING 1,500   1,500
    CATERING 712,943   712,943


    TY 2013 OtherIncreasesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 1,580,244


    TY 2013 OtherLiabilitiesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Description Beginning of Year - Book Value End of Year - Book Value
    CUSTOMER & EVENT DEPOSITS 93,939 4,688
    OTHER LIABILITIES 60,798 91,796


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL SERVICE 1,301,994 0 93,576 1,213,367
    INVESTMENT FEES 78,095 78,095 78,095 0


    TY 2013 TaxesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN: 16-1743588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX 336,238 0 0 336,238