TY 2014 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2014

Open to Public Inspection

For calendar year 2014, or tax year beginning 2014, and ending , 20

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 If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$122,116,278J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

	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)


1	Contributions, gifts, grants, etc., received (attach
	schedule)..............		13,604,822
2	Check
	Sch. B ...............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities......		369,585		369,585	369,585
5a	Gross rents..............		345,610			345,610
b	Net rental income or (loss) -716,300
6a	Net gain or (loss) from sale of assets not on line 10			497,767
b	Gross sales price for all assets on line 6a 3,691,789
7	Capital gain net income (from Part IV, line 2)...				497,767
8	Net short-term capital gain.........					56,702
9	Income modifications...........
10a	Gross sales less returns and allowances	857,475
b	Less: Cost of goods sold....	392,768
c	Gross profit or (loss) (attach schedule).....			464,707		464,707
11	Other income (attach schedule).......			4,583,433	0	4,583,433
12	Total. Add lines 1 through 11........		19,865,924		867,352	5,820,037
13	Compensation of officers, directors, trustees, etc.		459,406		0	0	459,406
14	Other employee salaries and wages......		4,394,262		0	188,079	4,180,007
15	Pension plans, employee benefits.......		982,824		0	43,832	889,194
16a	Legal fees (attach schedule).........			18,903	0	0	18,903
b	Accounting fees (attach schedule).......			20,216	0	0	20,216
c	Other professional fees (attach schedule)....			1,404,493	108,585	128,751	1,266,616
17	Interest...............		4,730		0	0	4,730
18	Taxes (attach schedule) (see instructions)...
19	Depreciation (attach schedule) and depletion...			6,043,298	0	5,041,792
20	Occupancy..............		1,254,300		0	124,363	1,129,937
21	Travel, conferences, and meetings.......		288,153		0	5,001	283,152
22	Printing and publications..........		151,216		0	2,170	149,046
23	Other expenses (attach schedule).......			2,988,826	0	59,069	4,392,957
24	Total operating and administrative expenses.
	Add lines 13 through 23..........		18,010,627		108,585	5,593,057	12,794,164
25	Contributions, gifts, grants paid........		198,782				198,782
26	Total expenses and disbursements. Add lines 24 and 25		18,209,409		108,585	5,593,057	12,992,946
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements		1,656,515
b	Net investment income (if negative, enter -0-)				758,767
c	Adjusted net income (if negative, enter -0-)...					226,980

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2014)

Form 990-PF (2014)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............	1,712,342	1,282,026	1,282,026
	2	Savings and temporary cash investments..........	415,615	2,775,161	2,775,161
	3	Accounts receivable 32,562
		Less: allowance for doubtful accounts	61,783	32,562	32,562
	4	Pledges receivable 453,622
		Less: allowance for doubtful accounts	353,907	453,622	453,622
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............	549,836	605,295	605,295
	9	Prepaid expenses and deferred charges...........	243,782	1,498,393	1,498,393
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........	8,530,332	11,009,019	11,009,016
	c	Investments—corporate bonds (attach schedule)........	3,443,160	4,909,066	4,909,070
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........	2,164,211	1,640,819	1,640,819
	14	Land, buildings, and equipment: basis 126,109,857
		Less: accumulated depreciation (attach schedule) 28,641,067	102,375,930	97,468,790	97,468,790
	15	Other assets (describe )	450,519	441,524	441,524
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	120,301,417	122,116,277	122,116,278
	17	Accounts payable and accrued expenses..........	734,683	600,794
	18	Grants payable..................
	19	Deferred revenue..................	313,690	307,839
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )	96,484	161,541
	23	Total liabilities (add lines 17 through 22)..........	1,144,857	1,070,174
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted...................	105,993,175	102,072,344
	25	Temporarily restricted................	2,704,357	4,876,731
	26	Permanently restricted................	10,459,028	14,097,028
		Foundations that do not follow SFAS 117, check here
		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 instructions)......	119,156,560	121,046,103
	31	Total liabilities and net assets/fund balances (see instructions)..	120,301,417	122,116,277

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	119,156,560
2	Enter amount from Part I, line 27a.....................	2	1,656,515
3	Other increases not included in line 2 (itemize)	3	233,028
4	Add lines 1, 2, and 3..........................	4	121,046,103
5	Decreases not included in line 2 (itemize)	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	121,046,103

Form 990-PF (2014)

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
1 a	PUBLICLY TRADED SECURITIES	P
b	PUBLICLY TRADED SECURITIES	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,659,089	2,218,024	441,065
b	1,032,700	975,998	56,702
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			441,065
b			56,702
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	497,767
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 . . . . . . . . . . . . . . . .		3	56,702

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? Yes No

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 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))
2013	11,060,124	14,460,857	0.764832
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

2	Total of line 1, column (d) ......................	2	17.110421
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	3.422084
4	Enter the net value of noncharitable-use assets for 2014 from Part X, line 5.....	4	18,656,763
5	Multiply line 4 by line 3.......................	5	63,845,010
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	7,588
7	Add lines 5 and 6.........................	7	63,852,598
8	Enter qualifying distributions from Part XII, line 4..............	8	12,992,946
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 (2014)

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	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	15,175
	hereand 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	15,175
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	15,175
6	Credits/Payments:

a	2014 estimated tax payments and 2013 overpayment credited to 2014	6a	6,880
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	6,880
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	8,295
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

MN, AZ, NY

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 .

Yes

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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Yes

Form 990-PF (2014)

Page 5

Part VII-A

Statements Regarding Activities (continued)

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WWW.MIM.ORG

The books are in care of bullet

THE ORGANIZATION Telephone no. bullet

(480) 478-6000

Located at bullet

4725 EAST MAYO BOULEVARDPHOENIXAZ ZIP+4 bullet

85050

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

16 At any time during calendar year 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet

Form 990-PF (2014)

Page 6

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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 instructions)? ........

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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 2014?.............

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)):

At the end of tax year 2014, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2014?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?........................YesNo

If "Yes," did it have excess business holdings in 2014 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 2014.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2014?

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? (see instructions)..................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.......................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2014)

Page 7

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	CHAIRMAN 30.00	0	0	0
GARY TOBEY	VICE CHAIRMAN 1.00	0	0	0
84 SOUTH TENTH ST 450 MINNEAPOLIS,MN55403	VICE CHAIRMAN 1.00	0	0	0
GAIL DORN	SECRETARY 4.00	0	0	0
84 SOUTH TENTH ST 450 MINNEAPOLIS,MN55403	SECRETARY 4.00	0	0	0
ROBERT G MCMAHON	BOARD MEMBER 1.00	0	0	0
84 SOUTH TENTH ST 450 MINNEAPOLIS,MN55403	BOARD MEMBER 1.00	0	0	0
MARC LEO FELIX	BOARD MEMBER 1.00	0	0	0
84 SOUTH TENTH ST 450 MINNEAPOLIS,MN55403	BOARD MEMBER 1.00	0	0	0
MICHAEL R FRANCIS	BOARD MEMBER 1.00	0	0	0
84 SOUTH TENTH ST 450 MINNEAPOLIS,MN55403	BOARD MEMBER 1.00	0	0	0
JOHN D'ADDARIO JR	BOARD MEMBER 1.00	0	0	0
84 SOUTH TENTH ST 450 MINNEAPOLIS,MN55403	BOARD MEMBER 1.00	0	0	0
MICHAEL R FRANCIS	BOARD MEMBER 1.00	0	0	0
84 SOUTH TENTH ST 450 MINNEAPOLIS,MN55403	BOARD MEMBER 1.00	0	0	0
CARRIE HEINONEN	PRESIDENT & DIRECTOR 40.00	206,375	7,381	0
4725 E MAYO BLVD PHOENIX,AZ85050	PRESIDENT & DIRECTOR 40.00	206,375	7,381	0
APRIL SALOMON	EXECUTIVE DIRECTOR 40.00	127,131	16,480	0
4725 E MAYO BLVD PHOENIX,AZ85050	EXECUTIVE DIRECTOR 40.00	127,131	16,480	0
RHONDA BOYLE	TREASURER & CFO 40.00	125,900	16,419	0
4725 E MAYO BLVD PHOENIX,AZ85050	TREASURER & CFO 40.00	125,900	16,419	0

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	DEPUTY DIRECTOR & CH 40.00	165,900	10,627	0
4725 E MAYO BLVD PHOENIX,AZ85050	DEPUTY DIRECTOR & CH 40.00	165,900	10,627	0
DEBBIE GARNETT	HUMAN RESOURCES DIRE 40.00	100,900	18,820	0
4725 E MAYO BLVD PHOENIX,AZ85050	HUMAN RESOURCES DIRE 40.00	100,900	18,820	0
MAUREEN O'BRIEN	DIRECTOR OF INSTITUT 40.00	90,996	10,232	0
4725 E MAYO BLVD PHOENIX,AZ85050	DIRECTOR OF INSTITUT 40.00	90,996	10,232	0
CULLEN STRAWN	CURATOR 40.00	76,831	18,820	0
4725 E MAYO BLVD PHOENIX,AZ85050	CURATOR 40.00	76,831	18,820	0
KAREN FARUGIA	MARKETING DIRECTOR 40.00	88,984	5,282	0
4725 E MAYO BLVD PHOENIX,AZ85050	MARKETING DIRECTOR 40.00	88,984	5,282	0
Total number of other employees paid over $50,000...................				40

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
MEDIA BUYING SERVICES INC	ADVERTISING	580,586
4545 E SHEA BLVD PHOENIX,AZ85028	ADVERTISING	580,586
RYAN COMPANIES US INC	CONSTRUCTION	561,063
50 S TENTH ST STE 300 MINNEAPOLIS,MN55403	CONSTRUCTION	561,063
OPENWORKS	JANITORIAL SERVICES	295,017
4742 N 24TH ST STE 450 PHOENIX,AZ85016	JANITORIAL SERVICES	295,017
BON APPETIT	CATERING SERVICES	260,912
91337 COLLECTIONS DR PO BOX 91337 CHICAGO,IL60693	CATERING SERVICES	260,912
ALLIEDBARTON SECURITY SERVICES LLC	SECURITY PERSONAL SERVICES	129,691
PO BOX 828854 PHILADELPHIA,PA19182	SECURITY PERSONAL SERVICES	129,691

Total number of others receiving over $50,000 for professional services............. bullet

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	2014 AT MIM WAS A YEAR LIKE NO OTHER. IN ADDITION TO WELCOMING MORE THAN TWO HUNDRED FIFTY THOUSAND GUESTS, MIM DEBUTED EXCITING NEW DISPLAYS THROUGHOUT THE MUSEUM, INCLUDING ONE ON THE INCOMPARABLE JOHNNY CASH AND THE CARTER FAMILY, ANOTHER ONE DEDICATED TO THE EVER-POPULAR UKULELE, A SIMULATED WORKSHOP DEPICTING THE HISTORIC TRADITION AND IMPECCABLE CRAFTSMANSHIP OF THE RENOWNED ITALIAN VIOLIN MAKERS OF CREMONA, AND AN EXQUISITE EXHIBIT FEATURING AFRICAN ART OBJECTS FROM THE PERSONAL COLLECTION OF THE MUSEUM'S FOUNDER ROBERT J. ULRICH AND HIS PARTNER DIANE SILLIK. WE ALSO WELCOMED MORE THAN FORTY-ONE THOUSAND SCHOOLCHILDREN TO THE MUSEUM AND NEARLY FIFTY THOUSAND CONCERTGOERS IN MIM MUSIC THEATER. MIM WAS RATED THE #1 PHOENIX ATTRACTION AND SELECTED AS ONE OF THE TOP 25 MUSEUMS IN THE UNITED STATES BY TRIPADVISOR'S 2014 TRAVELERS' CHOICE AWARDS, IN ADDITION TO RECEIVING A 10 BEST READERS' CHOICE TRAVEL AWARD IN THE BEST MUSEUM FOR FAMILIES CATEGORY.	15,233,701
2	WHILE WE CONTINUE TO BREAK NEW GROUND IN CONTENT, PROGRAMMING, AND VISITATION, WE ALSO CELEBRATED THE YEAR WITH A NUMBER OF "FIRSTS," INCLUDING: THE LAUNCH OF MIMFEST, OUR TWO-DAY OUTDOOR GLOBAL MUSIC FESTIVAL THAT FEATURED EXTRAORDINARY ARTISTS FROM AROUND THE WORLDMIM'S FIRST COLLECTION-BASED, CO-CURATED SPECIAL EXHIBITION, BEYOND THE BEAT: DRUMS OF THE WORLDNEW ORIENTATION TOURS, WHICH PROVED SO SUCCESSFUL THAT THESE FREE GUIDED TOURS HAVE BECOME A REGULAR OFFERING AT THE MUSEUM. RECRUITING AND MAINTAINING AN ACTIVE CORPS OF MORE THAN FIVE HUNDRED VOLUNTEER TEAM MEMBERS. IN JUST FIVE YEARS, MIM HAS BECOME A VITAL INSTITUTION IN OUR COMMUNITY AND IS ATTRACTING BOTH NATIONAL AND INTERNATIONAL ATTENTION. A TREMENDOUS AMOUNT HAS BEEN ACCOMPLISHED AND WE ARE MAKING SOLID PROGRESS TOWARD OUR ULTIMATE GOAL OF BEING THE BEST MUSEUM EVER FOR OUR GUESTS.	0
3


4

Form 990-PF (2014)

Page 8

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 instructions.
3

Total. Add lines 1 through 3......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

17,027,385

Average of monthly cash balances.......................

1,913,491

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

18,940,876

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

18,940,876

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

284,113

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

18,656,763

Minimum investment return. Enter 5% of line 5..................

932,838

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

Tax on investment income for 2014 from Part VI, line 5......

Income tax for 2014. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

12,992,946

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

12,992,946

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).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

12,992,946

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 (2014)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2013	(c) 2013	(d) 2014
1 Distributable amount for 2014 from Part XI, line 7
2 Undistributed income, if any, as of the end of 2014:
a Enter amount for 2013 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2014:
a From 2009.......
b From 2010.......
c From 2011.......
d From 2012.......
e From 2013.......
fTotal of lines 3a through e.........
4Qualifying distributions for 2014 from Part
XII, line 4: $
a Applied to 2013, 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 2014 distributable amount.....
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2014.
(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 2013. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2014. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 ..........
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8Excess distributions carryover from 2009 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2015. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2010....
b Excess from 2011....
c Excess from 2012....
d Excess from 2013....
e Excess from 2014....

Form 990-PF (2014)

Page 10

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 2014, 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 section4942(j)(3) or4942(j)(5)

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) 2014	(b) 2013	(c) 2012	(d) 2011	(e) Total
	226,980	243,319	610,503	416,468	1,497,270
b 85% of line 2a .........	192,933	206,821	518,928	353,998	1,272,680
c Qualifying distributions from Part XII, line 4 for each year listed .....	12,992,946	11,060,124	12,923,054	13,465,573	50,441,697
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 ....	12,992,946	11,060,124	12,923,054	13,465,573	50,441,697
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...	621,892	482,029	407,002	277,645	1,788,568
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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or email address 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 (2014)

Page 11

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AGUILA ELEMENTARY SCHOOL DISTRICT 50023 NORTH 514TH AVE AGUILA,AZ85320		PC	MUSEUM ADMISSION	368
APACHE JUNCTION UNIFIED SCHOOL DISTRICT 1575 W SOUTHERN AVE APACHE JUNCTION,AZ85120		PC	MUSEUM ADMISSION	40
ALHAMBRA ELEMENTARY SCHOOL DISTRICT 4510 N 37TH AVE PHOENIX,AZ85019		PC	MUSEUM ADMISSION	4,852
ALHAMBRA ELEMENTARY SCHOOL DISTRICT 4510 N 37TH AVE PHOENIX,AZ85019		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	1,250
BALSZ ELEMENTARY SCHOOL DISTRICT 4825 E ROOSEVELT ST PHOENIX,AZ85008		PC	MUSEUM ADMISSION	1,494
BUCKEYE ELEMENTARY SCHOOL DISTRICT 25555 W DURANGO BUCKEYE PHOENIX,AZ85326		PC	MUSEUM ADMISSION	504
CARTWRIGHT SCHOOL DISTRICT 3401 N 67TH AVE PHOENIX,AZ85033		PC	MUSEUM ADMISSION	8,172
CARTWRIGHT SCHOOL DISTRICT 3401 N 67TH AVE PHOENIX,AZ85033		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	2,000
CASA GRANDE ELEMENTARY SCHOOL DISTRICT 220 W KORTSEN ROAD CASA GRANDE,AZ85122		PC	MUSEUM ADMISSION	208
CAVE CREEK PO BOX 426 CAVE CREEK,AZ85327		PC	MUSEUM ADMISSION	2,328
CHANDLER UNIFIED SCHOOL DISTRICT 1525 W FRYE RD CHANDLER,AZ85224		PC	MUSEUM ADMISSION	3,070
CHANDLER UNIFIED SCHOOL DISTRICT 1525 W FRYE RD CHANDLER,AZ85224		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	800
CREIGHTON SCHOOL DISTRICT 2702 E FLOWER ST PHOENIX,AZ85016		PC	MUSEUM ADMISSION	4,048
CREIGHTON SCHOOL DISTRICT 2702 E FLOWER ST PHOENIX,AZ85016		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	1,200
DEER VALLEY UNIFIED SCHOOL DISTRICT 20402 N 15TH AVE PHOENIX,AZ85027		PC	MUSEUM ADMISSION	7,856
DEER VALLEY UNIFIED SCHOOL DISTRICT 20402 N 15TH AVE PHOENIX,AZ85027		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	1,000
DYSART UNIFIED SCHOOL DISTRICT 15802 N PARKVIEW PLACE SURPRISE,AZ85374		PC	MUSEUM ADMISSION	2,736
DYSART UNIFIED SCHOOL DISTRICT 15802 N PARKVIEW PLACE SURPRISE,AZ85374		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	1,050
FOUNTAIN HILLS UNIFIED SCHOOL DISTRICT 16000 E PALISADES BLVD FOUNTAIN HILLS,AZ85268		PC	MUSEUM ADMISSION	912
FOUNTAIN HILLS UNIFIED SCHOOL DISTRICT 16000 E PALISADES BLVD FOUNTAIN HILLS,AZ85268		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	500
FOWLER ELEMENTARY SCHOOL DISTRICT #45 1617 S 67TH AVE PHOENIX,AZ85043		PC	MUSEUM ADMISSION	2,744
FOWLER ELEMENTARY SCHOOL DISTRICT #45 1617 S 67TH AVE PHOENIX,AZ85043		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	400
GATEWAY COMMUNITY COLLEGE 108 N 40TH ST PHOENIX,AZ85034		PC	MUSEUM ADMISSION	344
GILBERT PUBLIC SCHOOL DISTRICT 140 SOUTH GILBERT ROAD GILBERT,AZ85296		PC	MUSEUM ADMISSION	3,440
GILBERT PUBLIC SCHOOL DISTRICT 140 SOUTH GILBERT ROAD GILBERT,AZ85296		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	400
GLENDALE ELEMENTARY SCHOOL DISTRICT 7301 N 58TH AVE GLENDALE,AZ85301		PC	MUSEUM ADMISSION	3,698
GLENDALE ELEMENTARY SCHOOL DISTRICT 7301 N 58TH AVE GLENDALE,AZ85301		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	2,968
GLENDALE UNION HIGH SCHOOL DISTRICT 7650 N 43RD AVE GLENDALE,AZ85301		PC	MUSEUM ADMISSION	3,236
GLENDALE UNION HIGH SCHOOL DISTRICT 7650 N 43RD AVE GLENDALE,AZ85301		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	750
ISSAC ELEMENTARY SCHOOL DISTRICT 3348 W MCDOWELL RD PHOENIX,AZ85009		PC	MUSEUM ADMISSION	912
ISSAC ELEMENTARY SCHOOL DISTRICT 3348 W MCDOWELL RD PHOENIX,AZ85009		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	550
KYRENE ELEMENTARY SCHOOL DISTRICT 8700 SOUTH KYRENE RD PHOENIX,AZ85016		PC	MUSEUM ADMISSION	3,032
LAVEEN ELEMENTARY SCHOOL DISTRICT 5001 W DOBBINS ROAD LAVEEN,AZ85339		PC	MUSEUM ADMISSION	3,418
LAVEEN ELEMENTARY SCHOOL DISTRICT 5001 W DOBBINS ROAD LAVEEN,AZ85339		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	400
LIBERTY ELEMENTARY SCHOOL DISTRICT 19871 W FREEMONT RD BUCKEYE,AZ85326		PC	MUSEUM ADMISSION	2,056
LIBERTY ELEMENTARY SCHOOL DISTRICT 19871 W FREEMONT RD BUCKEYE,AZ85326		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	400
LITTLETON ELEMENTARY SCHOOL DISTRICT PO BOX 280 CASHION,AZ85329		PC	MUSEUM ADMISSION	1,832
LITTLETON ELEMENTARY SCHOOL DISTRICT PO BOX 280 CASHION,AZ85329		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	400
MADISON SCHOOL DISTRICT 5601 N 16TH ST PHOENIX,AZ85016		PC	MUSEUM ADMISSION	8,436
MADISON SCHOOL DISTRICT 5601 N 16TH ST PHOENIX,AZ85016		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	1,000
MARICOPA UNIFIED SCHOOL DISTRICT 44150 W MARICOPA CASA GRANDE HWY MARICOPA,AZ85138		PC	MUSEUM ADMISSION	272
MAYER UNIFIED SCHOOL DISTRICT PO BOX 1059 MAYER,AZ86333		PC	MUSEUM ADMISSION	56
MESA COMMUNITY COLLEGE 1833 W SOUTHERN AVE MESA,AZ85202		PC	MUSEUM ADMISSION	144
MESA PUBLIC SCHOOL DISTRICT 63 EAST MAIN ST MESA,AZ85201		PC	MUSEUM ADMISSION	9,704
MESA PUBLIC SCHOOL DISTRICT 63 EAST MAIN ST MESA,AZ85201		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	4,000
MORRISTOWN SCHOOL DISTRICT 25950 W ROCKAWAY HILLS RD MORRISTOWN,AZ85342		PC	MUSEUM ADMISSION	264
MURPHY ELEMENTARY SCHOOL DISTRICT 2615 W BUCKEYE RD PHOENIX,AZ85009		PC	MUSEUM ADMISSION	1,214
NADABURG UNIFIED SCHOOL DISTRICT #81 32919 CENTER ST WITTMANN,AZ85361		PC	MUSEUM ADMISSION	1,564
NADABURG UNIFIED SCHOOL DISTRICT #81 32919 CENTER ST WITTMANN,AZ85361		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	400
NOGALES UNIFIED SCHOOL DISTRICT 310 W PLUM ST NOGALES,AZ85621		PC	MUSEUM ADMISSION	384
OSBORN SCHOOL DISTRICT 1226 W OSBORN RD PHOENIX,AZ85013		PC	MUSEUM ADMISSION	8,560
OSBORN SCHOOL DISTRICT 1226 W OSBORN RD PHOENIX,AZ85013		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	1,200
PARADISE VALLEY UNIFIED SCHOOL DISTRICT 15002 N 32ND ST PHOENIX,AZ85032		PC	MUSEUM ADMISSION	21,498
PARADISE VALLEY UNIFIED SCHOOL DISTRICT 15002 N 32ND ST PHOENIX,AZ85032		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	1,812
PENDERGAST DISTRICT 3802 NORTH 91ST AVE PHOENIX,AZ85037		PC	MUSEUM ADMISSION	1,864
PENDERGAST DISTRICT 3802 NORTH 91ST AVE PHOENIX,AZ85037		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	400
PEORIA UNIFIED SCHOOL DISTRICT 6330 W THUNDERBIRD RD GLENDALE,AZ85306		PC	MUSEUM ADMISSION	4,432
PEORIA UNIFIED SCHOOL DISTRICT 6330 W THUNDERBIRD RD GLENDALE,AZ85306		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	600
PHOENIX ELEMENTARY SCHOOL DISTRICT 1817 N 7TH ST PHOENIX,AZ85006		PC	MUSEUM ADMISSION	3,548
PHOENIX ELEMENTARY SCHOOL DISTRICT 1817 N 7TH ST PHOENIX,AZ85006		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	1,227
PHOENIX UNION HIGH SCHOOL DISTRICT 4502 N CENTRAL AVE PHOENIX,AZ85012		PC	MUSEUM ADMISSION	3,466
ROOSEVELT SCHOOL DISTRICT 6000 S 7TH ST PHOENIX,AZ85042		PC	MUSEUM ADMISSION	9,024
ROOSEVELT SCHOOL DISTRICT 6000 S 7TH ST PHOENIX,AZ85042		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	2,000
SCOTTSDALE UNIFIED SCHOOL DISTRICT 3811 N 44TH ST PHOENIX,AZ85018		PC	MUSEUM ADMISSION	2,880
SUNNYSIDE UNIFIED SCHOOL DISTRICT 2238 E GINTER ROAD TUCSON,AZ85706		PC	MUSEUM ADMISSION	330
TEMPE ELEMENTARY SCHOOL DISTRICT 3205 S RURAL RD TEMPE,AZ85282		PC	MUSEUM ADMISSION	3,248
TEMPE ELEMENTARY SCHOOL DISTRICT 3205 S RURAL RD TEMPE,AZ85282		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	500
TEMPE UNION HIGH SCHOOL DISTRICT 500 W GUADALUPE RD TEMPE,AZ85283		PC	MUSEUM ADMISSION	40
TUCSON UNIFIED SCHOOL DISTRICT 1010 E 10TH ST TUCSON,AZ85719		PC	MUSEUM ADMISSION	264
WASHINGTON ELEMENTARY SCHOOL DISTRICT 4650 WEST SWEETWATER GLENDALE,AZ85304		PC	MUSEUM ADMISSION	7,788
WASHINGTON ELEMENTARY SCHOOL DISTRICT 4650 WEST SWEETWATER GLENDALE,AZ85304		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	2,000
WILSON SCHOOL DISTRICT #7 3025 E FILLMORE ST PHOENIX,AZ85008		PC	MUSEUM ADMISSION	1,976
WINSLOW UNIFIED SCHOOL DISTRICT PO BOX 580 WINSLOW,AZ86047		PC	MUSEUM ADMISSION	160
ACADEMY WITH COMMUNITY PARTNERS 433 N HALL MESA,AZ85203		PC	MUSEUM ADMISSION	80
ARCHWAY CLASSICAL NORTH PHOENIX - A GREAT HEARTS ACADEMY 13613 N CAVE CREEK RD PHOENIX,AZ85022		PC	MUSEUM ADMISSION	838
ARCHWAY CLASSICAL NORTH PHOENIX - A GREAT HEARTS ACADEMY 13613 N CAVE CREEK RD PHOENIX,AZ85022		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	770
ARIZONA CONSERVATORY FOR ART & ACADEMICS 2820 W KELTON LN PHOENIX,AZ85053		PC	MUSEUM ADMISSION	1,016
ARIZONA SCHOOL FOR THE ARTS 1410 N 3RD ST PHOENIX,AZ85004		PC	MUSEUM ADMISSION	848
ASU PEPARATORY ACADEMY 300 EAST UNIVERSITY DR 210 TEMPE,AZ85281		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	400
AVALON ELEMENTARY SCHOOL 1045 S SAN MARCOS DR APACHE JUNCTION,AZ85120		PC	MUSEUM ADMISSION	304
BAHIA ORCHESTRACAMI MUSIC 5 COLUMBUS CIRCLE 1790 BROADWAY 16TH FLOOR NEW YORK,NY10019		PC	MUSEUM ADMISSION	520
BASIS PHOENIX CHARTER SCHOOL 11850 N 32ND ST PHOENIX,AZ85028		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	1,740
CHRISTIAN HOME EDUCATORS OF CASA GRANDE 2526 N DESERT VIEW LANE CASA GRANDE,AZ85122		PC	MUSEUM ADMISSION	336
COUNTRY GARDENS CHARTER SCHOOL 6313 W SOUTHERN AVE LAVEEN VILLAGE,AZ85339		PC	MUSEUM ADMISSION	256
EAGLE COLLEGE PREP 450 W SOUTH MOUNTAIN AVE PHOENIX,AZ85041		PC	MUSEUM ADMISSION	376
FOOTHILLS ACADEMY ELEMENTARY PREP 7191 E ASHLER HILLS DR SCOTTSDALE,AZ85266		PC	MUSEUM ADMISSION	272
FREE ARTS OF ARIZONA 103 W HIGHLAND AVE 200 PHOENIX,AZ85013		PC	MUSEUM ADMISSION	96
HAPPY VALLEY CHARTER SCHOOL 7140 W HAPPY VALLEY RD PEORIA,AZ85383		PC	MUSEUM ADMISSION	1,086
HAPPY VALLEY CHARTER SCHOOL 7140 W HAPPY VALLEY RD PEORIA,AZ85383		PC	MUSEUM ADMISSION	590
HAPPY VALLEY CHARTER SCHOOL 7140 W HAPPY VALLEY RD PEORIA,AZ85383		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	590
HILLCREST ACADEMY 3916 E PARADISE LN PHOENIX,AZ85032		PC	MUSEUM ADMISSION	448
HILLCREST ACADEMY 3916 E PARADISE LN PHOENIX,AZ85032		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	240
IMAGINE BELL CANYON 18052 N BLACK CANYON HWY PHOENIX,AZ85053		PC	MUSEUM ADMISSION	904
IMAGINE CAMELBACK 5050 N 19TH AVE PHOENIX,AZ85015		PC	MUSEUM ADMISSION	152
IMAGINE SCHOOLS AT CORTEZ PARK 3535 W DUNLAP AVE PHOENIX,AZ85051		PC	MUSEUM ADMISSION	888
LEARNING FOUNDATION & PERFORMING ARTS 851 N STAPLEY DR MESA,AZ85203		PC	MUSEUM ADMISSION	392
MARICOPA VILLAGE CHRISTIAN SCHOOL PO BOX 171 LAVEEN,AZ853399311		PC	MUSEUM ADMISSION	96
MILESTONES CHARTER SCHOOL 4707 E ROBERT E LEE PHOENIX,AZ85033		PC	MUSEUM ADMISSION	1,081
NATIVE AMERICAN CONNECTIONS 4520 N CENTRAL AVE STE 600 PHOENIX,AZ85012		PC	MUSEUM ADMISSION	208
NORTH PHOENIX PREPARATORY ACADEMY 13613 N CAVE CREEK RD PHOENIX,AZ85022		PC	MUSEUM ADMISSION	392
PHOENIX ADVANTAGE CHARTER SCHOOL 3738 N 16TH ST PHOENIX,AZ85016		PC	MUSEUM ADMISSION	632
PHOENIX JOB CORPS 518 S 3RD ST PHOENIX,AZ85004		PC	MUSEUM ADMISSION	344
SAGE CHAERTER ELEMENTARY SCHOOL 1055 E HEARN RD PHOENIX,AZ85022		PC	MUSEUM ADMISSION	280
SEQUOIA CHARTER ELEM SCHOOLEDKEY 1460 SOUTH HORNE MESA,AZ85204		PC	TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM	552
SUN VALLEY CHARTER SCHOOL 5806 S 35TH AVE PHOENIX,AZ85041		PC	MUSEUM ADMISSION	432
Total ................................. 3a				198,782

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2014)

Page 12

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	(e) Related or exempt function income (See instructions.)
aMUSEUM ADMISSION					2,789,139
bMUSIC THEATER					1,718,410
cOTHER PROGRAM REVENUE					69,536
d
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	369,585
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....	532000	-333,724
6 Net rental income or (loss) from personal property .............	532000	-382,576
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory .............			18	497,767
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..			18	464,707
11 Other revenue: aCATERING	722320	6,123
bADVERTISING	511190	225
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		-709,952		1,332,059	4,577,085

13Total. Add line 12, columns (b), (d), and (e)..................

135,199,192

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2014)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2014)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Name of the organization

MUSICAL INSTRUMENT MUSEUM

Employer identification number

16-1743588

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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	BARBARA J ANDERSON 23 BILTMORE ESTATES PHOENIX, AZ85016	$25,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
2	APS 400 NORTH 5TH STREET PHOENIX, AZ85004	$25,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
3	ARCH CAPITAL SERVICES INC 360 HAMILTON AVENUE WHITE PLAINS, NY10601	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
4	ARIZONA COMMISSION ON THE ARTS 417 WEST ROOSEVELT STREET PHOENIX, AZ85003	$81,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
5	ARIZONA COMMUNITY FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX, AZ85016	$11,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
6	ARIZONA COYOTES FOUNDATION 6751 NORTH SUNSET BOULEVARD SUITE 2 GLENDALE, AZ85305	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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	ARIZONA DIAMONDBACKS FOUNDATION 401 EAST JEFFERSON STREET PHOENIX, AZ85004	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
8	JENNIFER ASHLEY 19061 NORTH 5TH AVENUE PHOENIX, AZ85027	$7,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
9	AVNET INC 2211 SOUTH 47TH STREET PHOENIX, AZ85034	$25,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
10	BRENDA BAAR 1665 LEXINGTON AVENUE SOUTH MENDOTA HEIGHTS, MN55118	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
11	BANK OF AMERICA 201 EAST WASHINGTON STREET PHOENIX, AZ85004	$55,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
12	LEE E BERK 4555 EAST MAYO BOULEVARD PHOENIX, AZ85050	$10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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	ALEXANDRA O BJORKLUND 94 DELLWOOD AVENUE WHITE BEAR LAKE, MN55110	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
14	FRANKLIN BROWN 10173 EAST HORIZON DRIVE SCOTTSDALE, AZ85262	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
15	RICHARD BURNS 4725 EAST MAYO BOULEVARD PHOENIX, AZ85050	$10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
16	TIMOTHY BYERS 84 SOUTH TENTH STREET SUITE 45 MINNEAPOLIS, MN55403	$28,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
17	LORRAINE L CALBOW 2051 EAST OXFORD DRIVE TEMPE, AZ85283	$10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
18	CHARLES W CASE 34522 NORTH SCOTTSDALE ROAD SCOTTSDALE, AZ85266	$5,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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	CHAMBER MUSIC AMERICA 12 WEST 32ND STREET 7TH FLOOR NEW YORK, NY10001	$15,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
20	COLLETTI-FISS LLC 8423 EAST CHARTER OAK DRIVE SCOTTSDALE, AZ85260	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
21	JOHN D'ADDARIO 4725 EAST MAYO BOULEVARD PHOENIX, AZ85050	$102,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
22	DELTA DIVERSIFIED ENTERPRISES INC 425 WEST GEMINI DRIVE TEMPE, AZ85283	$16,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
23	DLMC FOUNDATION 1845 PLUMBAGO WAY NAPLES, FL34105	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
24	GREGORY DUPPLER 12515 48TH AVENUE NORTH PLYMOUTH, MN55442	$10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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	ELAINE F STEPANEK FOUNDATION US BANK NA ST PAUL, MN55101	$50,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
26	EXPOSURE MARKETING & PROMOTION INC 100 NORTH OPDYKE ROAD AUBURN HILLS, MI48326	$5,450		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
27	MATTHEW FEENEY 6525 NORTH CENTRAL AVENUE PHOENIX, AZ85012	$25,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
28	FIDELITY CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI, OH452770053	$96,334		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
29	FLINN FOUNDATION 1802 NORTH CENTRAL AVENUE PHOENIX, AZ85004	$10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
30	MICHAEL FRANCIS 84 SOUTH TENTH STREET SUITE 45 MINNEAPOLIS, MN55403	$15,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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	GOLDMAN SACHS & CO GOLDMAN SACHS CO CHICAGO, IL60606	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
32	GOLDMAN SACHS PHILANTHROPY FUND PO BOX 15203 ALBANY, NY122125203	$11,505,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
33	BEVERLY N GROSSMAN 4949 EAST LINCOLN DRIVE VILLA 29 PARADISE VALLEY, AZ85253	$10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
34	EVELYN GRUBB 2425 EAST CAMELBACK ROAD 1155 PHOENIX, AZ85016	$225,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
35	CHARLOTTE HAASE 2448 LAKERIDGE SHORES EAST RENO, NV89519	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
36	JEANNE HERBERGER 4645 EAST QUARTZ MOUNTAIN ROAD PARADISE VALLEY, AZ85253	$10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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	HICKEY FAMILY FOUNDATION 530 EAST HUBER STREET MESA, AZ85203	$57,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
38	HIGHTOWER ADVISORS SCOTTSDALE 14646 NORTH KIERLAND BOULEVARD SCOTTSDALE, AZ85258	$25,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
39	JP MORGAN CHARITABLE GIVING FUND 4725 EAST MAYO BOULEVARD PHOENIX, AZ85050	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
40	JEWISH COMMUNITY FOUNDATIONMILWAUKEE JEWISH FEDERATION 1360 NORTH PROSPECT AVENUE MILWAUKEE, WI532023094	$11,250		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
41	JOHN AND JOAN D'ADDARIO FOUNDATION INC 19 DANTON LANE NORTH LOCUST VALLEY, NY11560	$8,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
42	KIM KOMANDO WESTSTAR MULTIMEDIA ENTERTAINMENT PHOENIX, AZ85008	$10,300		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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	KOOL PARTY RENTALS 23620 NORTH 20TH DRIVE SUITE 18 PHOENIX, AZ85085	$17,424		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
44	KPMG LLP 60 EAST RIO SALADO PARKWAY SUITE 80 TEMPE, AZ852819125	$7,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
45	ROBERT F LORENZEN 3333 EAST CAMINO SIN NOMBRE PARADISE VALLEY, AZ85253	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
46	JOHN D MANGELS 10940 EAST COSMOS CIRCLE SCOTTSDALE, AZ85255	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
47	PAUL MARCUS 39725 NORTH 107TH WAY SCOTTSDALE, AZ85262	$5,650		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
48	MARTIN GUITAR CHARITABLE FOUNDATION 510 SYCAMORE STREET NAZARETH, PA180641000	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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	ROBERT G MCMAHON 84 SOUTH TENTH STREET SUITE 45 MINNEAPOLIS, MN55403	$25,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
50	JAMES J MEENAGHAN 6200 NORTH 61ST PLACE PARADISE VALLEY, AZ85253	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
51	NATIONAL FINANCIAL SERVICES LLC 499 WASHINGTON BOULEVARD JERSEY CITY, NJ07310	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
52	NEUTRIK 4115 TAGGART CREEK ROAD CHARLOTTE, NC28208	$8,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
53	MOE S NOZARI 1 OVERHILL DRIVE SAINT PAUL, MN55127	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
54	CITY OF PHOENIX OFFICE OF ARTS AND CULTURE 200 WEST WASHINGTON STREET PHOENIX, AZ85003	$43,640		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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	PHOENIX SUNS CHARITIES 201 EAST JEFFERSON STREET PHOENIX, AZ85004	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
56	RANCHO SOLANO PREPARATORY SCHOOL 9180 EAST VIA DE VENTURA SCOTTSDALE, AZ85258	$7,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
57	RIZLEY FAMILY FOUNDATION 24200 NORTH ALMA SCHOOL ROAD 20 SCOTTSDALE, AZ85255	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
58	RUSTY & MARY JANE POEPL FOUNDATION 1320 RIVERSIDE LANE 206 SAINT PAUL, MN55118	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
59	SAGEWOOD 4555 EAST MAYO BOULEVARD PHOENIX, AZ85050	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
60	SANDERSON LINCOLN 2121 WEST BELL ROAD PHOENIX, AZ85023	$50,770		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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	SANDERSON LINCOLN 2121 WEST BELL ROAD PHOENIX, AZ85023	$2,750		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
62	JEAN SAVAGE 4555 EAST MAYO BOULEVARD PHOENIX, AZ85050	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
63	RANDALL SCHNEEWIND BERG DRYWALL CHASKA, MN55318	$25,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
64	SCOTTSDALE LEAGUE FOR THE ARTS 7309 EAST EVANS ROAD SCOTTSDALE, AZ85260	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
65	SENNHEISER ELECTRONIC CORPORATION 1 ENTERPRISE DRIVE OLD LYME, CT06371	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
66	STORAGE SOLUTIONS 29201 NORTH CAVE CREEK ROAD CAVE CREEK, AZ85331	$5,202		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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
67	TARGET 50 SOUTH 10TH STREET TP3-750 MINNEAPOLIS, MN55403	$85,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
68	HALDUN TASHMAN 5801 EAST STARLIGHT WAY PARADISE VALLEY, AZ85253	$12,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
69	THE MATRICARIA FAMILY FOUNDATION 9674 EAST TAOS DRIVE SCOTTSDALE, AZ85262	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
70	TWIFORD FOUNDATION 3219 EAST CAMELBACK ROAD 575 PHOENIX, AZ85018	$20,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
71	CURTIS J ULRICH 84 SOUTH TENTH STREET SUITE 45 MINNEAPOLIS, MN55403	$15,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
72	ROBERT J ULRICH 84 SOUTH TENTH STREET SUITE 45 MINNEAPOLIS, MN55403	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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
73	US BANK 101 NORTH 1ST AVENUE SUITE 1600 PHOENIX, AZ85003	$15,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
74	VANGUARD CHARITABLE ENDOWMENT PROGRAM PO BOX 55766 BOSTON, MA022055766	$5,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
75	IRENE H VASQUEZ 2810 EAST MISSION LANE PHOENIX, AZ85028	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
76	DAVID VIEWEG 9390 NORTH 57TH STREET PARADISE VALLEY, AZ852531770	$10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
77	NANCY E WALTERS 5729 EAST HERMOSA VISTA DRIVE MESA, AZ85215	$10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
78	WELLS FARGO FOUNDATION COMMUNITY RELATIONS AND CRA RISK MA PHOENIX, AZ85003	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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
79	WESTERN REFINING 1250 WEST WASHINGTON STREET SUITE 1 TEMPE, AZ85281	$25,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
80	JULIUS L WITZLER 925 LINCOLN STREET 5F DENVER, CO80203	$20,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
81	AVNER YONAI PO BOX 280317 SAN FRANCISCO, CA941280317	$5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 3

Name of organization MUSICAL INSTRUMENT MUSEUM

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
22	GENERATOR & STAGE POWER FOR MIMFEST	$ 16,000	2014-11-01
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
43	FURNISHINGS FOR VIP MUSIC FESTIVAL TENT	$ 17,424	2014-11-01
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
61	LOAN OF (4) PASSENGER VANS	$ 2,750	2014-11-01
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
66	STORAGE FOR TRAVELING EXHIBITION	$ 5,202	2014-01-01
(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 4

Name of organization
MUSICAL INSTRUMENT MUSEUM

Employer identification number

16-1743588

Part III

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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

(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

(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

(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

(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) (2014)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2014 AccountingFeesSchedule

Name:

MUSICAL INSTRUMENT MUSEUM

EIN: 16-1743588

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	20,216	0	0	20,216

- TIN:

TY 2014 InvestmentsCorpBondsSchedule

Name:

MUSICAL INSTRUMENT MUSEUM

EIN: 16-1743588

Name of Bond	End of Year Book Value	End of Year Fair Market Value
GOLDMAN SACHS BANK DEPOSIT (BDA)	57,609	57,613
ANHEUSER-BUSCH INBEV WORLDWIDE 5.375% 01/15/2020	173,614	173,614
AT&T INC. 2.375% 11/27/2018 SR LIEN M-W+15.00BP S&P	100,999	100,999
BLACKROCK, INC. 5.0% 12/10/2019 M-W+25.00BP S&P AA-	170,025	170,025
CATERPILLAR FINANCIAL SERVICES MTN 1.0% 03/03/2017	150,087	150,087
DIRECTV HOLDINGS/FINANCE 5.875% 10/01/2019 M-	173,778	173,778
EMC CORPORATION 2.65% 06/01/2020 SR LIEN M-	199,480	199,480
FRANKLIN RESOURCES, INC. 1.375% 09/15/2017 M-	125,042	125,042
GENERAL ELECTRIC CAPITAL CORP MTN 1.0% 01/08/2016	151,267	151,267
GENERAL MILLS, INC. 0.875% 01/29/2016 SR LIEN M-	125,708	125,708
GLAXOSMITHKLINE 5.65% 05/15/2018 M-W+25.00BP S&P A+	170,061	170,061
GS HIGH YIELD FLOATING RATE FUND INSTITUTIONAL SHARES	257,454	257,454
GS STRATEGIC INCOME FUND INSTITUTIONAL SHARES	347,463	347,463
HEWLETT-PACKARD COMPANY 2.2% 12/01/2015 SR LIEN M-	126,463	126,463
HONEYWELL INTERNATIONAL INC. 5.3% 03/15/2017 M-	165,676	165,676
JPMORGAN CHASE & CO. 1.8% 01/25/2018 USD SR LIEN	125,878	125,878
MORGAN STANLEY 2.5% 01/24/2019 USD SER F SR LIEN	101,181	101,181
NOVARTIS SECURITIES INVESTMENT 5.125% 02/10/2019 M-	142,863	142,863
ORACLE CORPORATION 1.2% 10/15/2017 SR LIEN M-	124,872	124,872
PIMCO INCOME FUND INSTITUTIONAL	385,556	385,556
SANOFI 1.25% 04/10/2018 SR LIEN M-W+10.00BP S&P AA	148,991	148,991
SIMON PROPERTY GROUP, L.P. 4.125% 12/01/2021 SR LIEN	136,407	136,407
SYMANTEC CORP 2.75% 09/15/2015 M-W+20.00BP S&P	127,547	127,547
THE BANK OF NOVA SCOTIA 2.125% 09/11/2019 SR LIEN	126,082	126,082
TOTAL CAPITAL INTERNATIONAL 2.75% 06/19/2021 SR LIEN	200,931	200,931
TOYOTA MOTOR CREDIT CORPORATIO 2.05% 01/12/2017 S&P	154,246	154,246
UNITED TECHNOLOGIES CORP 6.125% 02/01/2019 USD SR	148,318	148,318
UNITEDHEALTH GROUP INC 6.0% 02/15/2018 SR LIEN M-	114,832	114,832
VERIZON COMMUNICATIONS INC. 4.5% 09/15/2020 SR LIEN	109,901	109,901
WAL-MART STORES, INC. 5.8% 02/15/2018 USD SR LIEN	115,224	115,224
WESTPAC BANKING CORPORATION FRN 07/30/2018 USD	151,511	151,511

- TIN:

TY 2014 InvestmentsCorpStockSchedule

Name:

MUSICAL INSTRUMENT MUSEUM

EIN: 16-1743588

Name of Stock	End of Year Book Value	End of Year Fair Market Value
GOLDMAN SACHS BANK DEPOSIT (BDA) (*BDANOW)	109,285	109,282
ABB LTD SPONSORED ADR CMN (ABB)	15,778	15,778
ABB LTD SPONSORED ADR CMN (ABB)	33,925	33,925
ABERDEEN ASSET MANAGEMENT PLC ADR CMN (ABDNY)	12,351	12,351
ADIDAS AG ADR CMN (ADDYY)	8,890	8,890
ALLIANZ SE ADR CMN (AZSEY)	10,720	10,720
AMADEUS IT HLDG S A ADR CMN (AMADY)	11,170	11,170
AMCOR LTD ADR (NEW) ADR CMN (AMCRY)	20,626	20,626
AVAGO TECHNOLOGIES LTD CMN (AVGO)	22,532	22,532
BAIDU, INC. SPONSORED ADR CMN (BIDU)	16,870	16,870
BANCO BRADESCO S.A. ADR CMN (BBD)	21,405	21,405
BANCO SANTANDER, S.A. SPON ADR (SAN)	26,206	26,206
BG GROUP PLC SPON ADR ADR CMN (BRGYY)	12,180	12,180
BP P.L.C. SPONSORED ADR CMN (BP)	21,728	21,728
BRAMBLES LIMITED UNSPONSORED ADR CMN (BMBLY)	11,900	11,900
BRF SA SPONSORED ADR CMN (BRFS)	8,523	8,523
BRITISH AMERICAN TOBACCO PLC SPONS ADR (BTI)	21,780	21,780
BUNZL PLC SPONSORED ADR CMN (BZLFY)	13,835	13,835
CANADIAN NATIONAL RAILWAY CO. CMN (CNI)	14,264	14,264
CANON INC ADR SPONSORED ADR CMN (CAJ)	26,658	26,658
CARLSBERG AS SPONSORED ADR CMN (CABGY)	13,367	13,367
CAUSEWAY INTERNATIONAL VALUE I MUTUAL FUND CLASS	841,944	841,944
CENOVUS ENERGY INC. CMN (CVE)	5,237	5,237
CENTRICA PLC SPONSORED ADR CMN (CPYYY)	10,388	10,388
CGI GROUP INC CMN CLASS A (GIB)	18,584	18,584
CHEUNG KONG HLDGS LTD (ADR) ADR CMN (CHEUY)	13,845	13,845
CHINA MOBILE LIMITED SPONSORED ADR CMN (CHL)	18,234	18,234
CIELO S A SPONSORED ADR CMN (CIOXY)	8,622	8,622
CNOOC LIMITED SPONSORED ADR CMN (CEO)	4,334	4,334
COCA-COLA AMATIL LIMITED SPONSORED ADR CMN (CCLAY)	4,698	4,698
COMPASS GROUP PLC SPONSORED ADR CMN (CMPGY)	16,703	16,703
DAIMLER AG SPONSORED ADR CMN (DDAIY)	15,857	15,857
DENSO CORP ADR ADR CMN (DNZOY)	9,735	9,735
DEUTSCHE BOERSE AG UNPOSNORED ADR CMN (DBOEY)	13,307	13,307
DEUTSCHE POST AG SPONSORED ADR CMN (DPSGY)	9,523	9,523
DEUTSCHE TELEKOM AG SPONSORED ADR CMN (DTEGY)	30,238	30,238
ENCANA CORPORATION CMN (ECA)	11,387	11,387
ENI S.P.A SPON ADR SPONSORED ADR CMN (E)	16,687	16,687
ERICSSON AMERICAN ADR CMN CLASS B (ERIC)	14,677	14,677
FANUC CORP UNSPONSORED ADR CMN (FANUY)	15,748	15,748
FOMENTO ECONOMICO MEXICANO SAB DE C.V. NEW SPONS (FMX)	5,810	5,810
GALAXY ENTMT GROUP LTD SPONSORED ADR CMN (GXYEY)	14,072	14,072
GLAXOSMITHKLINE PLC SPONSORED ADR CMN (GSK)	31,371	31,371
GREAT WALL MTR CO LTD ADR CMN (GWLLY)	17,458	17,458
GRUPO TELEVISA, S.A. GDS REP 5 CPO'S REP 1 L SHARE, 1 A (TV)	15,565	15,565
HONDA MTR LTD (AMER SHS) ADR CMN (HMC)	28,575	28,575
HUTCHISON WHAMPOA (ADR) ADR CMN (HUWHY)	20,601	20,601
IBERDROLA, SOCIEDAD ANONIMA SPONSORED ADR CMN (IBDRY)	41,124	41,124
INDUSTRIAL & COMMERCIAL BANK O ADR CMN (IDCBY)	14,626	14,626
JULIUS BAER GROUP LTD. ADR CMN (JBAXY)	11,840	11,840
KAO CORP SPONSORED ADR CMN (KCRPY)	26,266	26,266
KASIKORNBANK PUB CO LTD ADR CMN (KPCPY)	13,002	13,002
KEPPEL CORP LTD (ADR) SPONSORED ADR CMN (KPELY)	12,329	12,329
KINGFISHER PLC SPONSORED ADR CMN (KGFHY)	14,272	14,272
KOMATSU LTD ADR (NEW) SPONSORED GDS CMN (KMTUY)	13,051	13,051
KONINKLIJKE AHOLD N.V. SPONSORED ADR CMN (AHONY)	33,155	33,155
NATIONAL GRID PLC SPONSORED ADR CMN (NGG)	29,819	29,819
NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS) (NSRGY)	30,688	30,688
NOVARTIS AG-ADR SPONSORED ADR CMN (NVS)	14,084	14,084
NOVARTIS AG-ADR SPONSORED ADR CMN (NVS)	40,956	40,956
NOVO-NORDISK A/S ADR ADR CMN (NVO)	9,183	9,183
NTT DOCOMO, INC. SPONSORED ADR CMN (DCM)	9,578	9,578
ORANGE ADR (ORAN)	24,669	24,669
PRADA S P A ADR CMN (PRDSY)	8,762	8,762
PROSIEBENSAT.1 MEDIA AG UNSPONSORED ADR CMN (PBSFY)	10,706	10,706
PT BANK MANDIRI (PERSERO) ADR CMN (PPERY)	13,076	13,076
PUBLICIS GROUPE S.A. SPONSORED ADR CMN (PUBGY)	21,109	21,109
QBE INSURANCE GROUP LIMITED SPONSORED ADR CMN (QBIEY)	5,871	5,871
REED ELSEVIER GROUP PLC SPONSORED ADR CMN (RUK)	22,729	22,729
REED ELSEVIER N.V. SPONSORED ADR CMN (ENL)	10,004	10,004
ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184 (RHHBY)	25,668	25,668
ROYAL DUTCH SHELL PLC SPONSORED ADR CMN SERIES A (RDSA)	20,018	20,018
ROYAL DUTCH SHELL PLC SPONSORED ADR CMN SERIES B (RDSB)	16,138	16,138
RWE AG AKTIENGESELLSCHAFT SPON ADR (RWEOY)	18,002	18,002
SANOFI SPONSORED ADR CMN (SNY)	33,843	33,843
SAP SE (SPON ADR) (SAP)	23,611	23,611
SAP SE (SPON ADR) (SAP)	27,721	27,721
SCHNEIDER ELECTRIC SE UNSPONSORED ADR SCHNEIDER (SBGSY)	14,609	14,609
SEVEN & I HOLDINGS CO., LTD. UNSPONSORED ADR CMN (SVNDY)	22,029	22,029
SHIRE LIMITED SPONSORED ADR CMN (SHPG)	10,414	10,414
SINGAPORE TELECOMMUNICATNS LTD SPONSORED ADR CMN (SGAPY)	23,722	23,722
SKY PLC SPONSORED ADR CMN (SKYAY)	27,138	27,138
SMITH & NEPHEW PLC ADR CMN (SNN)	13,520	13,520
SUNCOR ENERGY INC. CMN (SU)	19,640	19,640
SYNGENTA AG SPONSORED ADR CMN (SYT)	13,812	13,812
SYNGENTA AG SPONSORED ADR CMN (SYT)	5,268	5,268
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS (TSM)	19,851	19,851
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS(TSM)	29,049	29,049
TAKEDA PHARMACEUTICAL COMPANY SPONSORED ADR CMN (TKPYY)	24,129	24,129
TELEFONICA S.A. ADR SPONSORED ADR CMN (TEF)	28,448	28,448
TESCO PLC (SPONSORED) ADR SPONSORED ADR CMN (TSCDY)	23,181	23,181
TEVA PHARMACEUTICAL IND LTD ADS (TEVA)	30,193	30,193
TEVA PHARMACEUTICAL IND LTD ADS (TEVA)	30,538	30,538
TOKIO MARINE HOLDINGS, INC. ADR CMN (TKOMY)	28,773	28,773
TOKYO ELECTRON LIMITED UNSPONSORED ADR CMN (TOELY)	20,746	20,746
TOTAL SA SPONSORED ADR CMN (TOT)	26,368	26,368
TOYOTA MOTOR CORPORATION SPON ADR (TM)	18,697	18,697
UBS GROUP AG CMN (UBS)	11,986	11,986
UNILEVER N.V. NY SHS (NEW) ADR CMN (UN)	11,244	11,244
UNILEVER PLC (NEW) SPONSORED ADR CMN (UL)	29,550	29,550
UNITED OVERSEAS BK LTD SPONSORED ADR CMN (UOVEY)	17,883	17,883
UNITED OVERSEAS BK LTD SPONSORED ADR CMN (UOVEY)	24,732	24,732
VINCI ADR CMN (VCISY)	15,102	15,102
VIRTUS EMERGING MARKETS OPPORTUNITIES FUND I (HIEMX)	320,321	320,321
VODAFONE GROUP PLC ADR CMN (VOD)	13,907	13,907
WPP PLC ADR CMN (WPPGY)	26,129	26,129
YAHOO JAPAN CORPORATION UNSPONSORED ADR CMN (YAHOY)	12,444	12,444
ZURICH INS GROUP LTD SPONSORED ADR CMN (ZURVY)	24,436	24,436
GOLDMAN SACHS BANK DEPOSIT (BDA) (BDANOW)	334,283	334,283
3 D SYSTEMS CORP (NEW) CMN (DDD)	19,821	19,821
ABBOTT LABORATORIES CMN (ABT)	29,128	29,128
ABBVIE INC. CMN (ABBV)	32,131	32,131
ABERDEEN ASSET MANAGEMENT PLC ADR CMN (ABDNY)	47,123	47,123
ADVANCE AUTO PARTS, INC. CMN (AAP)	78,525	78,525
AETNA INC CMN (AET)	34,111	34,111
AFLAC INCORPORATED CMN (AFL)	54,859	54,859
AGCO CORP CMN (AGCO)	12,430	12,430
AGILENT TECHNOLOGIES, INC. CMN (A)	24,032	24,032
ALBEMARLE CORP CMN (ALB)	12,146	12,146
ALLERGAN INC CMN (AGN)	107,145	107,145
ALTRIA GROUP, INC. CMN (MO)	56,266	56,266
AMERICAN INTL GROUP, INC. CMN (AIG)	69,060	69,060
AMERICAN INTL GROUP, INC. CMN (AIG)	34,446	34,446
AMERICAN TOWER CORPORATION CMN (AMT)	32,719	32,719
AMERIPRISE FINANCIAL, INC. CMN (AMP)	29,095	29,095
AMERISOURCEBERGEN CORPORATION CMN (ABC)	17,040	17,040
ANSYS INC CMN (ANSS)	16,564	16,564
ANSYS INC CMN (ANSS)	71,012	71,012
ANTHEM, INC. CMN (ANTM)	22,244	22,244
APACHE CORP. CMN (APA)	42,365	42,365
APPLE, INC. CMN (AAPL)	71,085	71,085
APPLE, INC. CMN (AAPL)	73,072	73,072
APPLE, INC. CMN (AAPL)	27,816	27,816
APPLIED MATERIALS INC CMN (AMAT)	25,468	25,468
BAIDU, INC. SPONSORED ADR CMN (BIDU)	33,968	33,968
BAKER HUGHES INC CMN (BHI)	36,614	36,614
BANKUNITED INC CMN (BKU)	20,627	20,627
BAXTER INTERNATIONAL INC CMN (BAX)	65,448	65,448
BERKSHIRE HATHAWAY INC. CLASS B (BRKB)	38,739	38,739
BIO TECHNE CORP CMN (TECH)	19,589	19,589
BIOGEN IDEC INC. CMN (BIIB)	16,633	16,633
BLACKBAUD INC CMN (BLKB)	8,609	8,609
BLACKROCK, INC. CMN (BLK)	53,634	53,634
BLACKROCK, INC. CMN (BLK)	30,035	30,035
BOEING COMPANY CMN (BA)	46,143	46,143
BOEING COMPANY CMN (BA)	40,164	40,164
BRISTOL-MYERS SQUIBB COMPANY CMN (BMY)	35,831	35,831
CALIFORNIA RESOURCES CORP CMN (CRC)	744	744
CARMAX, INC. CMN (KMX)	78,298	78,298
CARNIVAL CORPORATION CMN (CCL)	40,888	40,888
CELGENE CORPORATION CMN (CELG)	42,507	42,507
CENTURYLINK INC CMN (CTL)	28,260	28,260
CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES (CHKP)	27,735	27,735
CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES (CHKP)	22,942	22,942
CHEVRON CORPORATION CMN (CVX)	28,942	28,942
CHINA MOBILE LIMITED SPONSORED ADR CMN (CHL)	77,525	77,525
CHIPOTLE MEXICAN GRILL, INC. CMN (CMG)	21,904	21,904
CHUBB CORP CMN (CB)	34,206	34,206
CINCINNATI FINANCIAL CRP CMN (CINF)	55,043	55,043
CISCO SYSTEMS, INC. CMN (CSCO)	34,630	34,630
CISCO SYSTEMS, INC. CMN (CSCO)	31,153	31,153
CIT GROUP INC. CMN CLASS (CIT)	32,333	32,333
CITIGROUP INC. CMN (C)	33,440	33,440
CITRIX SYSTEMS INC CMN (CTXS)	23,861	23,861
CME GROUP INC. CMN CLASS A (CME)	38,829	38,829
COCA-COLA COMPANY (THE) CMN (KO)	20,519	20,519
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH)	79,253	79,253
COLGATE-PALMOLIVE CO CMN (CL)	16,882	16,882
CONCHO RESOURCES INC. CMN (CXO)	29,925	29,925
CONOCOPHILLIPS CMN (COP)	37,776	37,776
CORE LABORATORIES N.V. CMN (CLB)	48,377	48,377
CORNING INCORPORATED CMN (GLW)	49,552	49,552
CORRECTIONS CORP OF AMERICA CMN (CXW)	34,523	34,523
COSTAR GROUP, INC. CMN (CSGP)	40,399	40,399
CVS HEALTH CORP CMN (CVS)	73,003	73,003
CVS HEALTH CORP CMN (CVS)	36,694	36,694
DANA HOLDING CORPORATION CMN (DAN)	15,979	15,979
DEALERTRACK TECHNOLOGIES, INC. CMN (TRAK)	34,650	34,650
DENTSPLY INTL INC CMN (XRAY)	39,580	39,580
DEVON ENERGY CORPORATION (NEW) CMN (DVN)	19,036	19,036
DISCOVER FINANCIAL SERVICES CMN (DFS)	67,127	67,127
DISCOVERY COMMUNICATIONS, INC. CMN (DISCK)	78,804	78,804
DOLLAR GENERAL CORPORATION CMN (DG)	67,660	67,660
DOMINION RESOURCES, INC. CMN (D)	29,222	29,222
DOVER CORPORATION CMN (DOV)	39,805	39,805
DUKE ENERGY CORPORATION CMN (DUK)	24,060	24,060
E.I. DU PONT DE NEMOURS AND CO CMN (DD)	27,801	27,801
EATON VANCE CORP (NON-VTG) CMN (EV)	15,308	15,308
EBAY INC. CMN (EBAY)	74,640	74,640
ECOLAB INC CMN (ECL)	21,740	21,740
ECOLAB INC CMN (ECL)	54,455	54,455
ELI LILLY & CO CMN (LLY)	51,053	51,053
EVEREST RE GROUP LTD CMN (RE)	43,937	43,937
EXAMWORKS GROUP, INC. CMN (EXAM)	37,847	37,847
EXPONENT, INC. CMN (EXPO)	30,690	30,690
EXXON MOBIL CORPORATION CMN (XOM)	21,633	21,633
FASTENAL CO CMN (FAST)	78,759	78,759
FEDERATED INVESTORS, INC. CMN CLASS B (FII)	48,308	48,308
FIDELITY NATL INFO SVCS INC CMN (FIS)	20,961	20,961
FOSSIL GROUP INC. CMN (FOSL)	29,678	29,678
FRANKLIN RESOURCES INC CMN (BEN)	44,592	44,592
GENERAL DYNAMICS CORP. CMN (GD)	63,443	63,443
GENTEX CORP CMN (GNTX)	42,814	42,814
GENUINE PARTS CO. CMN (GPC)	25,257	25,257
HASBRO, INC. CMN (HAS)	38,878	38,878
HEALTHCARE SVCS GROUP INC CMN (HCSG)	34,889	34,889
HEXCEL CORPORATION (NEW) CMN (HXL)	16,886	16,886
HUNTINGTON BANCSHARES INCORPOR CMN (HBAN)	16,958	16,958
IMAX CORPORATION CMN (IMAX)	34,793	34,793
INGERSOLL-RAND PLC CMN (IR)	23,581	23,581
INTEL CORPORATION CMN (INTC)	46,233	46,233
INTERCONTINENTAL HOTELS GROUP SPONSORED ADR CMN (IHG)	11,695	11,695
INTL BUSINESS MACHINES CORP CMN (IBM)	13,798	13,798
INTUITIVE SURGICAL, INC. CMN (ISRG)	22,215	22,215
INVESTORS BANCORP, INC. CMN (ISBC)	14,525	14,525
J.M. SMUCKER CO. CMN (SJM)	15,349	15,349
JACOBS ENGINEERING GRP CMN (JEC)	14,301	14,301
KINDER MORGAN INC CMN CLASS P (KMI)	85,043	85,043
KOHL'S CORP (WISCONSIN) CMN (KSS)	27,407	27,407
LKQ CORPORATION CMN (LKQ)	70,919	70,919
LORILLARD, INC. CMN (LO)	53,877	53,877
LOWES COMPANIES INC CMN (LOW)	51,050	51,050
LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN (LVMUY)	20,772	20,772
MARKEL CORPORATION CMN (MKL)	37,556	37,556
MARKEL CORPORATION CMN (MKL)	55,993	55,993
MARSH & MCLENNAN CO INC CMN (MMC)	27,819	27,819
MASCO CORPORATION CMN (MAS)	29,257	29,257
MASTERCARD INCORPORATED CMN CLASS A (MA)	44,976	44,976
MC DONALDS CORP CMN (MCD)	25,768	25,768
METLIFE, INC. CMN (MET)	23,367	23,367
MICROSOFT CORPORATION CMN (MSFT)	75,574	75,574
MICROSOFT CORPORATION CMN (MSFT)	34,977	34,977
MICROSOFT CORPORATION CMN (MSFT)	64,194	64,194
MOODYS CORP CMN (MCO)	58,061	58,061
MORGAN STANLEY CMN (MS)	33,911	33,911
MOTOROLA SOLUTIONS INC CMN (MSI)	71,910	71,910
MSC INDUSTRIAL DIRECT CO INC CL-A CLASS A (MSM)	21,938	21,938
NASDAQ OMX GROUP, INC. CMN (NDAQ)	29,879	29,879
NATIONAL OILWELL VARCO, INC. COMMON STOCK CMN (NOV)	25,819	25,819
NCR CORPORATION CMN (NCR)	36,046	36,046
NEWMARKET CORP CMN (NEU)	28,651	28,651
NORTHERN TRUST CORP CMN (NTRS)	25,005	25,005
NOVARTIS AG-ADR SPONSORED ADR CMN (NVS)	64,862	64,862
OCCIDENTAL PETROLEUM CORP CMN (OXY)	27,246	27,246
ORACLE CORPORATION CMN (ORCL)	77,483	77,483
ORACLE CORPORATION CMN (ORCL)	42,946	42,946
ORACLE CORPORATION CMN (ORCL)	94,437	94,437
PARKER-HANNIFIN CORP. CMN (PH)	44,875	44,875
PAYCHEX, INC. CMN (PAYX)	52,957	52,957
PEPSICO INC CMN (PEP)	27,801	27,801
PFIZER INC. CMN (PFE)	44,389	44,389
PHILIP MORRIS INTL INC CMN (PM)	24,516	24,516
PORSCHE AUTOMOBIL HOLDING SE PFD (POAHF)	71,142	71,142
PRAXAIR, INC CMN SERIES (PX)	31,613	31,613
PRICE T ROWE GROUP INC CMN (TROW)	28,591	28,591
PRICESMART INC CMN (PSMT)	17,149	17,149
QUALCOMM INC CMN (QCOM)	28,171	28,171
RED HAT, INC. CMN (RHT)	68,449	68,449
REYNOLDS AMERICAN INC. CMN (RAI)	41,197	41,197
ROCK-TENN CO. CL. A CMN CLASS A (RKT)	24,514	24,514
ROCKWELL COLLINS, INC. CMN (COL)	29,484	29,484
ROPER INDS INC (NEW) CMN (ROP)	56,911	56,911
SABRE CORPORATION CMN (SABR)	38,391	38,391
SALLY BEAUTY HOLDINGS, INC. CMN (SBH)	43,436	43,436
SCHLUMBERGER LTD CMN (SLB)	59,872	59,872
SEAGATE TECHNOLOGY PLC CMN (STX)	27,332	27,332
SEI INVESTMENTS CO CMN (SEIC)	69,309	69,309
SIGNET JEWELERS LIMITED CMN (SIG)	60,259	60,259
STARWOOD HOTELS & RESORTS CMN (HOT)	11,593	11,593
STATE STREET CORPORATION (NEW) CMN (STT)	34,514	34,514
STERICYCLE INC CMN (SRCL)	51,646	51,646
STRATASYS LTD CMN (SSYS)	13,131	13,131
TANGOE INC CMN (TNGO)	18,555	18,555
TARGET CORPORATION CMN (TGT)	76,593	76,593
TEXAS INSTRUMENTS INC. CMN (TXN)	36,891	36,891
THE BANK OF NY MELLON CORP CMN (BK)	28,967	28,967
THE HOME DEPOT, INC. CMN (HD)	26,977	26,977
THE MOSAIC COMPANY CMN (MOS)	42,957	42,957
TIME WARNER INC. CMN (TWX)	34,595	34,595
TIME WARNER INC. CMN (TWX)	11,617	11,617
TJX COMPANIES INC (NEW) CMN (TJX)	35,456	35,456
TRIMBLE NAVIGATION LTD CMN (TRMB)	36,864	36,864
TYLER TECHNOLOGIES INC CMN (TYL)	31,956	31,956
UNILEVER N.V. NY SHS (NEW) ADR CMN (UN)	22,292	22,292
UNITED TECHNOLOGIES CORP CMN (UTX)	26,450	26,450
UNITEDHEALTH GROUP INCORPORATE CMN (UNH)	40,941	40,941
VECTREN CORP CMN (VVC)	23,115	23,115
VERISK ANALYTICS INC. CMN CLASS A (VRSK)	52,137	52,137
VERIZON COMMUNICATIONS INC. CMN (VZ)	31,436	31,436
VERIZON COMMUNICATIONS INC. CMN (VZ)	30,594	30,594
VISA INC. CMN CLASS A (V)	37,495	37,495
VISA INC. CMN CLASS A (V)	89,410	89,410
VISA INC. CMN CLASS A (V)	47,458	47,458
VISTEON CORPORATION CMN (VC)	32,699	32,699
WAGEWORKS INC CMN (WAGE)	41,712	41,712
WALT DISNEY COMPANY (THE) CMN (DIS)	28,602	28,602
WASTE CONNECTIONS INC CMN (WCN)	31,541	31,541
WATERS CORPORATION COMMON STOCK (WAT)	11,047	11,047
WELLS FARGO & CO (NEW) CMN (WFC)	61,563	61,563
WINDSTREAM HOLDINGS INC. CMN (WIN)	32,746	32,746
WISCONSIN ENERGY CORP(HLDG CO) CMN (WEC)	24,313	24,313

- TIN:

TY 2014 InvestmentsOtherSchedule2

Name:

MUSICAL INSTRUMENT MUSEUM

EIN: 16-1743588

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
HEDGE FUND OPPORTUNITIES LTD CLASS A SERIES 1	FMV	1,123,556	1,123,556
HEDGE FUND OPPORTUNITIES LTD CLASS A SERIES 118	FMV	257,652	257,652
HEDGE FUND OPPORTUNITIES LTD CLASS A SERIES 121	FMV	259,611	259,611

- TIN:

TY 2014 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	7,459,556	4,721,439	2,738,117	2,738,117
LEASEHOLD IMPROVEMENT	149,458	149,458	0
SOFTWARE	506,056	299,161	206,895	206,895
VEHICLES	52,065	34,583	17,482	17,482
BUILDING	103,347,215	23,435,885	79,911,330	79,911,330
LAND IMPROVEMENTS	8,657	541	8,116	8,116

- TIN:

TY 2014 LegalFeesSchedule

Name:

MUSICAL INSTRUMENT MUSEUM

EIN: 16-1743588

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	18,903	0	0	18,903

- TIN:

TY 2014 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	5,600	6,880	6,880
SECURITY DEPOSIT RECEIVABLE	10,091	10,091	10,091
OTHER ASSETS	434,828	424,553	424,553

- TIN:

TY 2014 OtherExpensesSchedule

Name:

MUSICAL INSTRUMENT MUSEUM

EIN: 16-1743588

Description	Revenue and Expenses per Books	Adjusted Net Income	Disbursements for Charitable Purposes
CATERING EXPENSE	53,457	53,457	0
TELEPHONE	72,287	1,238	71,049
POSTAGE & SHIPPING	140,539	31	140,508
ADVERTISING & MARKETING	542,019	0	542,019
SUPPLIES	158,939	1,650	157,289
EQUIPMENT RENTAL	211,164	128	211,036
REPAIRS & MAINTENANCE	462,005	0	462,005
INSURANCE	138,202	0	148,132
MISCELLANEOUS	543,704	2,565	1,994,409
MUSICAL INSTRUMENT PURCHASES	306,973	0	306,973
EVENTS	199,021	0	199,021
SOFTWARE	160,516	0	160,516

- TIN:

TY 2014 OtherIncomeSchedule2

Name:

MUSICAL INSTRUMENT MUSEUM

EIN: 16-1743588

Description	Revenue And Expenses Per Books	Adjusted Net Income
MUSEUM ADMISSION	2,789,139	2,789,139
MUSIC THEATER	1,718,410	1,718,410
OTHER PROGRAM REVENUE	69,536	69,536
CATERING	6,123	6,123
ADVERTISING	225	225

- TIN:

TY 2014 OtherIncreasesSchedule

Name:

MUSICAL INSTRUMENT MUSEUM

EIN: 16-1743588

Description	Amount

- TIN:

TY 2014 OtherLiabilitiesSchedule

Name:

MUSICAL INSTRUMENT MUSEUM

EIN: 16-1743588

Description	Beginning of Year - Book Value	End of Year - Book Value
CUSTOMER & EVENT DEPOSITS	4,688	47,661
OTHER LIABILITIES	91,796	113,880

- TIN:

TY 2014 OtherProfessionalFeesSchedule

Name:

MUSICAL INSTRUMENT MUSEUM

EIN: 16-1743588

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER PROFESSIONAL SERVICE	1,295,908	0	20,166	1,266,616
INVESTMENT FEES	108,585	108,585	108,585	0