Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
MUSICAL INSTRUMENT MUSEUM
 
Number and street (or P.O. box number if mail is not delivered to street address)4725 EAST MAYO BOULEVARD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85050
A Employer identification number

16-1743588
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$120,167,290J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 10,775,117
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 542,667 542,667 542,667
5a Gross rents............ 341,213 341,213 341,213
b Net rental income or (loss) -321,776
6a Net gain or (loss) from sale of assets not on line 10 3,453,838
b Gross sales price for all assets on line 6a 22,108,842
7 Capital gain net income (from Part IV, line 2)... 3,453,838
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances 1,141,871
b Less: Cost of goods sold.... 528,170
c Gross profit or (loss) (attach schedule)..... 613,701 613,701
11 Other income (attach schedule)....... Click to see attachment 6,572,909 0 6,572,909
12 Total. Add lines 1 through 11........ 22,299,445 4,337,718 8,070,490
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 313,979 0 0 313,979
14 Other employee salaries and wages...... 4,341,756 0 72,979 4,268,777
15 Pension plans, employee benefits....... 907,597 0 0 907,597
16a Legal fees (attach schedule)......... Click to see attachment 172 0 0 172
b Accounting fees (attach schedule)....... Click to see attachment 25,634 0 0 25,634
c Other professional fees (attach schedule).... Click to see attachment 227,647 150,972 150,972 76,675
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... 5,950,756 0 5,950,756
20 Occupancy.............. 1,795,967 0 77,945 1,718,022
21 Travel, conferences, and meetings....... 244,013 0 0 244,013
22 Printing and publications.......... 178,134 0 0 178,134
23 Other expenses (attach schedule)....... Click to see attachment 4,003,354 0 217,850 3,785,504
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,989,009 150,972 6,470,502 11,518,507
25 Contributions, gifts, grants paid....... 586,084 586,084
26 Total expenses and disbursements. Add lines 24 and 25 18,575,093 150,972 6,470,502 12,104,591
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,724,352
b Net investment income (if negative, enter -0-) 4,186,746
c Adjusted net income (if negative, enter -0-)... 1,599,988
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,141,120 6,883,137 6,883,137
2 Savings and temporary cash investments......... 6,643,138 1,268,056 1,268,056
3 Accounts receivable bullet104,868
Less: allowance for doubtful accounts bullet   251,797 104,868 104,868
4 Pledges receivable bullet391,724
Less: allowance for doubtful accounts bullet   355,083 391,724 391,724
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use.............. 411,766 427,850 427,850
9 Prepaid expenses and deferred charges.......... 372,139 347,345 347,345
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,298,567 Click to see attachment18,557,202 18,557,202
c Investments—corporate bonds (attach schedule)....... 5,247,691 Click to see attachment6,942,390 6,942,390
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,551,275 Click to see attachment4,720,452 4,720,452
14 Land, buildings, and equipment: basis bullet131,948,214
Less: accumulated depreciation (attach schedule) bullet52,197,203 85,071,760 Click to see attachment79,751,011 79,751,011
15 Other assets (describe bullet) Click to see attachment2,746,545 Click to see attachment773,255 Click to see attachment773,255
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 121,090,881 120,167,290 120,167,290
Liabilities 17 Accounts payable and accrued expenses.......... 694,533 849,527
18 Grants payable.................    
19 Deferred revenue................. 501,514 488,856
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment245,998 Click to see attachment222,584
23 Total liabilities (add lines 17 through 22)......... 1,442,045 1,560,967
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 92,474,047 87,630,019
25 Temporarily restricted............... 7,923,201 6,727,660
26 Permanently restricted............... 19,251,588 24,248,644
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 119,648,836 118,606,323
31 Total liabilities and net assets/fund balances (see instructions). 121,090,881 120,167,290
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
119,648,836
2
Enter amount from Part I, line 27a .....................
2
3,724,352
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
123,373,188
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,766,865
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
118,606,323
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c GAIN ON SALE OF LAND P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,184,482   7,824,029 2,360,453
b 9,067,780   8,841,475 226,305
c 2,856,580   1,989,500 867,080
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       2,360,453
b       226,305
c       867,080
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,453,838
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see 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))
2017 12,173,214 25,672,026 0.474182
2016 10,813,596 22,003,142 0.491457
2015 11,958,153 21,562,730 0.554575
2014 12,992,946 18,656,763 0.696420
2013 11,060,124 14,460,857 0.764832
2
Total of line 1, column (d) .....................
2
2.981466
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.596293
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
32,862,917
5
Multiply line 4 by line 3......................
5
19,595,927
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
41,867
7
Add lines 5 and 6........................
7
19,637,794
8
Enter qualifying distributions from Part XII, line 4,.............
8
12,738,311
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
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 83,735
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 83,735
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 83,735
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,320
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,320
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 482
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 75,897
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN, AZ, NY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MIM.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (480) 478-6000

    Located atbullet4725 EAST MAYO BOULEVARDPHOENIXAZ ZIP+4bullet85050
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 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 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROBERT J ULRICH CHAIRMAN
    30.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    GARY TOBEY VICE CHAIRMAN
    1.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    GAIL DORN SECRETARY
    1.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    RICHARD BURKE DIRECTOR
    1.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    RICHARD D BURNS DIRECTOR
    1.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    JOHN D'ADDARIO JR DIRECTOR
    1.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    MATTHEW P FEENEY DIRECTOR
    1.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    MARC LEO FELIX DIRECTOR
    1.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    MICHAEL R FRANCIS DIRECTOR
    1.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    ROBERT G MCMAHON DIRECTOR
    1.00     		0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    JUDITH C PELHAM DIRECTOR
    1.00     		0 0 0
    85 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    APRIL A SALOMON EXECUTIVE DIRECTOR
    40.00     		227,116 9,302 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    CRAIG D CULY TREASURER/CFO
    40.00     		86,864 13,926 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    MANUEL JORDAN DEPUTY DIRECTOR & CH
    40.00     		180,500 10,634 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    DEBORAH A GARNETT HUMAN RESOURCES DIRE
    40.00     		102,800 14,950 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    LACEY HAUSER RETAIL MANAGER
    40.00     		91,036 19,237 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    BRIAN P DREDLA DIRECTOR OF EDUCATIO
    40.00     		90,616 10,061 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    KATHARINE M RUNYAN CREATIVE DIRECTOR
    40.00     		83,000 14,097 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    Total number of other employees paid over $50,000...................bullet 48
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    OPENWORKS JANITORIAL SERVICES 282,062
    PO BOX 29088
    PHOENIX,AZ85038
    ALLIED UNIVERSAL SECURITY SERVICES SECURITY SERVICES 207,258
    PO BOX 31001-2374
    PASADENA,CA91110
    CARETAKER INC LANDSCAPING SERVICES 153,171
    741 N MONTEREY ST
    GILBERT,AZ85233
    BON APPETIT CO BOFA ILLINOIS CATERING SERVICES 150,805
    91337 COLLECITONS DR PO BOX 91337
    CHICAGO,IL60693
    AGENCY FOR THE PERFORMING ARTS PERFORMANCE FEES 93,250
    405 S BEVERLY DR
    BEVERLY HILLS,CA90212
    Total number of others receiving over $50,000 for professional services.............bullet5
    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 EACH YEAR, MIM STRIVES TO MAKE A GREATER, MORE MEANINGFUL IMPACT IN THE WORLD COMMUNITY AS WE SHARE MUSIC WITH GUESTS FROM AROUND THE GLOBE. 2018 WAS NO EXCEPTION, WITH THE ACHIEVEMENT OF NEW MILESTONES IN ATTENDANCE AS WELL AS SCHOOL AND YOUTH TOUR PARTICIPATION, ALONG WITH NEARLY THREE HUNDRED EXCEPTIONAL PERFORMANCES PRESENTED ON OUR THEATER STAGE. EVERYTHING AT MIM IS ABOUT THE GUEST EXPERIENCE, AND AS SUCH, OUR OFFERINGS MUST ALWAYS EXCEED YOUR EXPECTATIONS, ENCOURAGING FUTURE VISITS SO YOU CAN SHARE YOUR MUSICAL ADVENTURES WITH OTHERS. THE INVESTMENT OUR DONORS ARE MAKING IN MIM IS CHANGING LIVES, AND WE REMAIN INCREDIBLY GRATEFUL FOR THEIR CONTINUED SUPPORT!(CONTINUED ON FORM 990PF, PART IX-A, LINE 2.) 15,223,746
    2 (CONTINUATION FROM FORM 990PF, PART IX-A, LINE 1.)WE HOPE YOU FIND SIMILAR INSPIRATION THIS YEAR BY EXPERIENCING THE WORLD'S MUSIC, CULTURES, AND TRADITIONS RIGHT HERE AT MIM. ON BEHALF OF ALL OF US, THANK YOU FOR HELPING TO MAKE EVERYTHING WE DO POSSIBLE. YOUR SUPPORT IS DEEPLY VALUED BY OUR ENTIRE ORGANIZATION AND THOSE WE SERVE! 0
    3 (CONTINUATION FROM FORM 990PF, PART IX-A, LINE 1.)MISSION STATEMENT:THE MUSICAL INSTRUMENT MUSEUM (MIM) ENRICHES OUR WORLD BY COLLECTING, PRESERVING, AND MAKING ACCESSIBLE AN ASTONISHING VARIETY OF MUSICAL INSTRUMENTS AND PERFORMANCE VIDEOS FROM EVERY COUNTRY IN THE WORLD. MIM OFFERS GUESTS A WELCOMING AND FUN EXPERIENCE, INCOMPARABLE INTERACTIVE TECHNOLOGY, DYNAMIC PROGRAMMING, AND EXCEPTIONAL MUSICAL PERFORMANCES. MIM FOSTERS APPRECIATION OF THE WORLD'S DIVERSE CULTURES BY SHOWING HOW WE INNOVATE, ADAPT, AND LEARN FROM EACH OTHER TO CREATE MUSIC-THE LANGUAGE OF THE SOUL. 0
    4  
    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.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    29,502,268
    b
    Average of monthly cash balances.......................
    1b
    3,861,100
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    33,363,368
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    33,363,368
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    500,451
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    32,862,917
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,643,146
    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.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    12,104,591
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    633,720
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    12,738,311
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    12,738,311
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, 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 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, enter the date of the ruling....... bullet
    2006-03-04
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
    1,599,988 1,283,601 1,100,157 406,213 4,389,959
    b 85% of line 2a ......... 1,359,990 1,091,061 935,133 345,281 3,731,465
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		12,738,311 12,173,214 10,813,596 11,958,153 47,683,274
    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 ....     		12,738,311 12,173,214 10,813,596 11,958,153 47,683,274
    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...     		1,095,431 855,734 733,438 718,758 3,403,361
    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 foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ROBERT J ULRICH
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number 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 (2018)
    Form 990-PF (2018)
    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)
    aPaid during the year
    ALHAMBRA ELEMENTARY SCHOOL DISTRICT
    4510 N 37TH AVE
    PHOENIX,AZ85019     		  GOV MUSEUM ADMISSION 29,909
    ALHAMBRA ELEMENTARY SCHOOL DISTRICT
    4510 N 37TH AVE
    PHOENIX,AZ85019     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 4,000
    APACHE JUNCTION UNIFIED SCHOOL DISTRICT
    1575 W SOUTHERN AVE
    APACHE JUNCTION,AZ85120     		  GOV MUSEUM ADMISSION 791
    ARIZONA VIRTUAL ACADEMY
    99 EAST VIRGINIA AVE STE 250
    PHOENIX,AZ85004     		  GOV MUSEUM ADMISSION 1,534
    ASU PEPARATORY ACADEMY
    300 EAST UNIVERSITY DR 210
    TEMPE,AZ85281     		  PC MUSEUM ADMISSION 2,147
    AVONDALE ELEMENTARY SCHOOL DISTRICT
    295 WEST WESTERN AVENUE
    AVONDALE,AZ85323     		  GOV MUSEUM ADMISSION 7,251
    AVONDALE ELEMENTARY SCHOOL DISTRICT
    295 WEST WESTERN AVENUE
    AVONDALE,AZ85323     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 1,000
    BALSZ ELEMENTARY SCHOOL DISTRICT
    4825 E ROOSEVELT ST
    PHOENIX,AZ85008     		  GOV MUSEUM ADMISSION 6,169
    BALSZ ELEMENTARY SCHOOL DISTRICT
    4825 E ROOSEVELT ST
    PHOENIX,AZ85008     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 1,000
    BASIS PHOENIX CHARTER SCHOOL
    11850 N 32ND ST
    PHOENIX,AZ85028     		  PC MUSEUM ADMISSION 1,453
    BIG BROTHERS BIG SISTERS
    4745 N 7TH ST SUITE 210
    PHOENIX,AZ85014     		  PC MUSEUM ADMISSION 684
    BOYS & GIRLS CLUBS OF GREATER SCOTTSDALE
    10533 E LAKESHORE DR
    SCOTTSDALE,AZ85258     		  PC MUSEUM ADMISSION 707
    BOYS AND GIRLS CLUBS OF EAST VALLEY
    2602 W BASELINE DR SUITE 25
    MESA,AZ85202     		  PC MUSEUM ADMISSION 2,556
    BOYS AND GIRLS CLUBS OF METRO PHOENIX
    4309 E BELLVIEW ST BLDG 14
    PHOENIX,AZ85008     		  PC MUSEUM ADMISSION 2,766
    BUCKEYE ELEMENTARY SCHOOL DISTRICT
    25555 W DURANGO BUCKEYE
    PHOENIX,AZ85326     		  GOV MUSEUM ADMISSION 1,603
    CAMP VERDE UNIFIED SCHOOL DISTRICT
    370 CAMP LINCOLN RD
    CAMPE VERDE,AZ86322     		  GOV MUSEUM ADMISSION 233
    CARTWRIGHT SCHOOL DISTRICT
    3401 N 67TH AVE
    PHOENIX,AZ85033     		  GOV MUSEUM ADMISSION 9,576
    CARTWRIGHT SCHOOL DISTRICT
    3401 N 67TH AVE
    PHOENIX,AZ85033     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 2,500
    CASA GRANDE ELEMENTARY SCHOOL DISCTRICT
    220 W KORTSEN RD
    CASA GRANDE,AZ85122     		  GOV MUSEUM ADMISSION 340
    CAVE CREEK
    PO BOX 426
    CAVE CREEK,AZ85327     		  GOV MUSEUM ADMISSION 7,094
    CAVE CREEK
    PO BOX 426
    CAVE CREEK,AZ85327     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 600
    CHAMPIONS SCHOOLS SO MTN
    7900 S JESSE OWENS PKWY
    PHOENIX,AZ85042     		  GOV MUSEUM ADMISSION 473
    CHANDLER UNIFIED SCHOOL DISTRICT
    1525 W FRYE RD
    CHANDLER,AZ85224     		  GOV MUSEUM ADMISSION 27,008
    CHANDLER UNIFIED SCHOOL DISTRICT
    1525 W FRYE RD
    CHANDLER,AZ85224     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 3,500
    CITY OF PHOENIX-GREATSTARTYOUTH HOUSING
    200 W WASHINGTON
    PHOENIX,AZ85016     		  PC MUSEUM ADMISSION 1,369
    CITY OF PHOENIX-PARKS AND RECREATION
    200 W WASHINGTON
    PHOENIX,AZ85016     		  PC MUSEUM ADMISSION 2,616
    CITY OF SCOTTSDALE-PARKS AND RECREATION
    7447 W INDIAN SCHOOL RD
    SCOTTSDALE,AZ85251     		  PC MUSEUM ADMISSION 5,665
    CLASSICAL CONVERSATIONS HOMESCHOOL
    14440 W INDIAN SCHOOL RD
    GOODYEAR,AZ85395     		  PC MUSEUM ADMISSION 357
    CONCHO ELEMENTARY SCHOOL
    6 COUNTRY RD
    CONCHO,AZ85924     		  PC MUSEUM ADMISSION 469
    COOLIDGE UNIFIED SCHOOL DISTRICT
    460 S 7TH STREET
    COOLIDGE,AZ85128     		  GOV MUSEUM ADMISSION 248
    COUNTRY GARDENS CHARTER SCHOOL
    6313 W SOUTHERN AVE
    LAVEEN VILLAGE,AZ85339     		  PC MUSEUM ADMISSION 363
    CRANE ELEMENTARY SCHOOL DISTRICT
    4250 W 16TH ST
    YUMA,AZ85364     		  GOV MUSEUM ADMISSION 880
    CREATE ACADEMY
    2645 N 24TH STREET
    PHOENIX,AZ85008     		  PC MUSEUM ADMISSION 57
    CREIGHTON SCHOOL DISTRICT
    2702 E FLOWER ST
    PHOENIX,AZ85016     		  GOV MUSEUM ADMISSION 5,791
    CREIGHTON SCHOOL DISTRICT
    2702 E FLOWER ST
    PHOENIX,AZ85016     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 1,500
    DEER VALLEY UNIFIED SCHOOL DISTRICT
    20402 N 15TH AVE
    PHOENIX,AZ85027     		  GOV MUSEUM ADMISSION 19,496
    DEER VALLEY UNIFIED SCHOOL DISTRICT
    20402 N 15TH AVE
    PHOENIX,AZ85027     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 1,700
    DYSART UNIFIED SCHOOL DISTRICT
    15802 N PARKVIEW PLACE
    SURPRISE,AZ85374     		  GOV MUSEUM ADMISSION 23,528
    DYSART UNIFIED SCHOOL DISTRICT
    15802 N PARKVIEW PLACE
    SURPRISE,AZ85374     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 4,500
    EAGLE COLLEGE PREP
    450 W SOUTH MOUNTAIN AVE
    PHOENIX,AZ85041     		  PC MUSEUM ADMISSION 6,716
    EAGLE COLLEGE PREP
    450 W SOUTH MOUNTAIN AVE
    PHOENIX,AZ85041     		  PC TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 1,800
    EDKEY - SEQUOIA CHARTER ELEM SCHOOLS
    1460 SOUTH HORNE
    MESA,AZ85204     		  PC MUSEUM ADMISSION 9,048
    EDKEY - SEQUOIA CHARTER ELEM SCHOOLS
    1460 SOUTH HORNE
    MESA,AZ85204     		  PC TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 1,500
    EMPOWER COLLEGE PREPARATORY SCHOOL
    5757 N CENTRAL AVE BLDG B
    PHOENIX,AZ85012     		  PC MUSEUM ADMISSION 587
    ETHOS ACADEMY
    8840 N 43RD AVE
    GLENDALE,AZ85302     		  PC MUSEUM ADMISSION 386
    FLAGSTAFF UNIFIED SCHOOL DISTRICT
    3285 E SPARROW AVE
    FLAGSTAFF,AZ86004     		  GOV MUSEUM ADMISSION 661
    FOWLER ELEMENTARY SCHOOL DISTRICT #45
    1617 S 67TH AVE
    PHOENIX,AZ85043     		  GOV MUSEUM ADMISSION 5,404
    FOWLER ELEMENTARY SCHOOL DISTRICT #45
    1617 S 67TH AVE
    PHOENIX,AZ85043     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 1,000
    FRANKLIN PHONETIC SCHOOL
    6116 E STATE HIGHWAY 69
    PRESCOTT,AZ86314     		  GOV MUSEUM ADMISSION 358
    FREE ARTS OF ARIZONA
    103 W HIGHLAND AVE 200
    PHOENIX,AZ85013     		  PC MUSEUM ADMISSION 1,377
    GADSDEN ELEMENTARY SCHOOL DISCTRICT
    1350 JUAN SANCHEZ BLVD
    SAN LUIS,AZ85349     		  GOV MUSEUM ADMISSION 661
    GILBERT PUBLIC SCHOOL DISTRICT
    140 SOUTH GILBERT ROAD
    GILBERT,AZ85296     		  GOV MUSEUM ADMISSION 16,761
    GILBERT PUBLIC SCHOOL DISTRICT
    140 SOUTH GILBERT ROAD
    GILBERT,AZ85296     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 1,700
    GLENDALE ELEMENTARY SCHOOL DISTRICT
    7301 N 58TH AVE
    GLENDALE,AZ85301     		  GOV MUSEUM ADMISSION 15,333
    GLENDALE ELEMENTARY SCHOOL DISTRICT
    7301 N 58TH AVE
    GLENDALE,AZ85301     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 3,600
    GLENDALE UNION HIGH SCHOOL DISTRICT
    7650 N 43RD AVE
    GLENDALE,AZ85301     		  GOV MUSEUM ADMISSION 885
    GREAT HEARTS ACADEMIES OF AZ
    13613 N CAVE CREEK RD
    PHOENIX,AZ85022     		  PC MUSEUM ADMISSION 15,953
    GREAT HEARTS ACADEMIES OF AZ
    13613 N CAVE CREEK RD
    PHOENIX,AZ85022     		  PC TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 1,500
    HIGHER OCTAVE HEARING
    200 E CURRY RD 307C
    TEMPE,AZ85281     		  PC MUSEUM ADMISSION 135
    HIGLEY UNIFIED SCHOOL DISTRICT
    2935 SOUTH RECKER ROAD
    GILBERT,AZ85295     		  GOV MUSEUM ADMISSION 9,181
    HIGLEY UNIFIED SCHOOL DISTRICT
    2935 SOUTH RECKER ROAD
    GILBERT,AZ85295     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 2,000
    HOUSE OF REFUGEE
    6935 E WILLIAMS FIELD RD
    MESA,AZ85212     		  PC MUSEUM ADMISSION 92
    IMAGINE SCHOOLS OF AZ
    11850 N 32ND ST
    PHOENIX,AZ85053     		  PC MUSEUM ADMISSION 10,296
    ISSAC ELEMENTARY SCHOOL DISTRICT
    3348 W MCDOWELL RD
    PHOENIX,AZ85009     		  GOV MUSEUM ADMISSION 19,188
    ISSAC ELEMENTARY SCHOOL DISTRICT
    3348 W MCDOWELL RD
    PHOENIX,AZ85009     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 2,000
    JOY HOMESCHOOL
    17812 W CLAREMONT ST
    WADDELL,AZ85355     		  GOV MUSEUM ADMISSION 81
    KINGMAN SCHOOL DISTRICT
    2601 DETROIT AVE
    KINGMAN,AZ86401     		  GOV MUSEUM ADMISSION 550
    KYRENE ELEMENTARY SCHOOL DISTRICT
    8700 SOUTH KYRENE RD
    PHOENIX,AZ85016     		  GOV MUSEUM ADMISSION 16,463
    LAVEEN ELEMENTARY SCHOOL DISTRICT
    5001 W DOBBINS ROAD
    LAVEEN,AZ85339     		  GOV MUSEUM ADMISSION 2,435
    LAVEEN ELEMENTARY SCHOOL DISTRICT
    5001 W DOBBINS ROAD
    LAVEEN,AZ85339     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 450
    LEADING EDGE ACADEMY
    10115 E UNIVERSITY DR
    MESA,AZ85207     		  GOV MUSEUM ADMISSION 230
    LEGACY TRADITIONAL SCHOOL - QUEEN CREEK
    41800 N BARNES PKWY
    QUEEN CREEK,AZ85147     		  GOV MUSEUM ADMISSION 258
    LIBERTY ELEMENTARY SCHOOL DISTRICT
    19871 W FREEMONT RD
    BUCKEYE,AZ85326     		  GOV MUSEUM ADMISSION 3,670
    LIBERTY ELEMENTARY SCHOOL DISTRICT
    19871 W FREEMONT RD
    BUCKEYE,AZ85326     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 750
    LITCHFIELD ELEMENTARY SCHOOL DISTRICT
    272 E SAGEBRUSH ST
    LITCHFIELD,AZ85340     		  GOV MUSEUM ADMISSION 16,624
    LITCHFIELD ELEMENTARY SCHOOL DISTRICT
    272 E SAGEBRUSH ST
    LITCHFIELD,AZ85340     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 3,200
    LITTLETON ELEMENTARY SCHOOL DISTRICT
    PO BOX 280
    CASHION,AZ85329     		  GOV MUSEUM ADMISSION 8,667
    LITTLETON ELEMENTARY SCHOOL DISTRICT
    PO BOX 280
    CASHION,AZ85329     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 2,000
    LOVEUP YOUTH FOUNDATION
    4340 E INDIAN SCHOOL RD SE21-524
    PHOENIX,AZ85015     		  GOV MUSEUM ADMISSION 672
    MADISON SCHOOL DISTRICT
    5601 N 16TH ST
    PHOENIX,AZ85016     		  GOV MUSEUM ADMISSION 12,144
    MADISON SCHOOL DISTRICT
    5601 N 16TH ST
    PHOENIX,AZ85016     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 2,000
    MARANA UNIFIED SCHOOL DISCTRICT
    11279 W GRIER ROAD
    MARANA,AZ85653     		  GOV MUSEUM ADMISSION 186
    MARICOPA COUNTY REGIONAL SCHOOL DISTRICT
    4041 N CENTRAL AVE
    PHOENIX,AZ85012     		  GOV MUSEUM ADMISSION 153
    MARICOPA VILLAGE CHRISTIAN SCHOOL
    8001 W BASELINE RD
    LAVEEN VILLAGE,AZ85339     		  GOV MUSEUM ADMISSION 73
    MENTOR KIDS USA
    15300 N 90TH ST 200
    SCOTTSDALE,AZ85260     		  GOV MUSEUM ADMISSION 421
    MESA COMMUNITY COLLEGE
    1833 S SOUTHERN AVE
    MESA,AZ85202     		  PC MUSEUM ADMISSION 254
    MESA PUBLIC SCHOOL DISTRICT
    63 EAST MAIN ST
    MESA,AZ85201     		  GOV MUSEUM ADMISSION 17,996
    MESA PUBLIC SCHOOL DISTRICT
    63 EAST MAIN ST
    MESA,AZ85201     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 3,600
    MILESTONE CHARTER SCHOOL
    4707 EAST ROBERTR E LEE ST
    PHOENIX,AZ85032     		  GOV MUSEUM ADMISSION 1,776
    MONTESSORI EDUCAITON CENTRE
    25950 W ROCKAWAY HILLS ROAD
    MESA,AZ85204     		  PC MUSEUM ADMISSION 484
    MURPHY ELEMENTARY SCHOOL DISTRICT
    2615 W BUCKEYE RD
    PHOENIX,AZ85009     		  GOV MUSEUM ADMISSION 673
    NADABURG UNIFIED SCHOOL DISTRICT #81
    32919 CENTER ST
    WITTMANN,AZ85361     		  GOV MUSEUM ADMISSION 2,535
    NADABURG UNIFIED SCHOOL DISTRICT #81
    32919 CENTER ST
    WITTMANN,AZ85361     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 500
    NAU - PRE-SERVICE TEACHERS PROGRAM
    801 S KNOLES DR
    FLAGSTAFF,AZ86011     		  GOV MUSEUM ADMISSION 70
    NEW LEAF TRANSITIONAL LEARNING CENTER
    868 E UNIVERSITY DR
    MESA,AZ85203     		  PC MUSEUM ADMISSION 266
    NEW PATHWAYS FOR YOUTH
    1001 EAST PIERCE STREET
    PHOENIX,AZ85006     		  PC MUSEUM ADMISSION 154
    NOGALES UNIFIED SCHOOL DISTRICT
    310 W PLUM ST
    NOGALES,AZ58621     		  GOV MUSEUM ADMISSION 686
    OPEN HEARTS
    4414 N 19TH AVE
    PHOENIX,AZ85015     		  PC MUSEUM ADMISSION 336
    OSBORN SCHOOL DISTRICT
    1226 W OSBORN RD
    PHOENIX,AZ85013     		  GOV MUSEUM ADMISSION 8,139
    OSBORN SCHOOL DISTRICT
    1226 W OSBORN RD
    PHOENIX,AZ85013     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 1,600
    PAIDEIA ACADEMY
    7777 S 15TH TERRACE
    PHOENIX,AZ85042     		  GOV MUSEUM ADMISSION 764
    PARADISE VALLEY UNIFIED SCHOOL DISTRICT
    15002 N 32ND ST
    PHOENIX,AZ85032     		  GOV MUSEUM ADMISSION 23,695
    PARADISE VALLEY UNIFIED SCHOOL DISTRICT
    15002 N 32ND ST
    PHOENIX,AZ85032     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 2,700
    PENDERGAST DISTRICT
    3802 NORTH 91ST AVE
    PHOENIX,AZ85037     		  GOV MUSEUM ADMISSION 9,908
    PENDERGAST DISTRICT
    3802 NORTH 91ST AVE
    PHOENIX,AZ85037     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 3,000
    PEORIA UNIFIED SCHOOL DISTRICT
    6330 W THUNDERBIRD RD
    GLENDALE,AZ85306     		  GOV MUSEUM ADMISSION 30,772
    PEORIA UNIFIED SCHOOL DISTRICT
    6330 W THUNDERBIRD RD
    GLENDALE,AZ85306     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 3,211
    PHOENIX ELEMENTARY SCHOOL DISTRICT
    1817 N 7TH ST
    PHOENIX,AZ85006     		  GOV MUSEUM ADMISSION 7,655
    PHOENIX ELEMENTARY SCHOOL DISTRICT
    1817 N 7TH ST
    PHOENIX,AZ85006     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 1,490
    PHOENIX SISTER CITIES YOUTH
    200 W WASHINGTON
    PHOENIX,AZ85003     		  PC MUSEUM ADMISSION 428
    PHOENIX UNION HIGH SCHOOL DISTRICT
    4502 N CENTRAL AVE
    PHOENIX,AZ85012     		  GOV MUSEUM ADMISSION 6,224
    PHOENIX UNION HIGH SCHOOL DISTRICT
    4502 N CENTRAL AVE
    PHOENIX,AZ85012     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 1,200
    RANCHO SOLANO ACADEMIES
    9180 E VIA DE VENTURA
    SCOTTSDALE,AZ85258     		  PC MUSEUM ADMISSION 1,618
    ROOSEVELT SCHOOL DISTRICT
    6000 S 7TH ST
    PHOENIX,AZ85042     		  GOV MUSEUM ADMISSION 3,822
    ROOSEVELT SCHOOL DISTRICT
    6000 S 7TH ST
    PHOENIX,AZ85042     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 3,000
    SACATON ELEMENTARY SCHOOL DISTRICT
    150 SKILL CENTER DR
    SACATON,AZ85147     		  GOV MUSEUM ADMISSION 255
    SAGE ELEMENTARY SCHOOL
    3120 N 32ND STREET
    PHOENIX,AZ85018     		  GOV MUSEUM ADMISSION 678
    SALT RIVER PIMA MARICOPA INDIAN COMM DIST
    4815 N CENTER ST
    SCOTTSDALE,AZ85018     		  GOV MUSEUM ADMISSION 83
    SAN CARLOS APACHE TRIBE
    PO BOX 0
    CSAN CARLOS,AZ85550     		  GOV MUSEUM ADMISSION 250
    SCOTTSDALE UNIFIED SCHOOL DISTRICT
    3811 N 44TH ST
    PHOENIX,AZ85018     		  GOV MUSEUM ADMISSION 15,864
    SCOTTSDALE UNIFIED SCHOOL DISTRICT
    3811 N 44TH ST
    PHOENIX,AZ85018     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 2,000
    SEDONA OAK CREEK UNIFIED SCHOOL DISTRICT
    221 BREWER RD
    SEDONA,AZ86336     		  GOV MUSEUM ADMISSION 458
    SKYLINE SOUTH VALLEY PREPARATORY
    7500 40TH STREET
    PHOENIX,AZ85042     		  GOV MUSEUM ADMISSION 182
    SOLID ROCK - ALICE COOPER TEEN CENTER
    13625 N 32ND ST
    PHOENIX,AZ85032     		  GOV MUSEUM ADMISSION 554
    SONORAN SCIENCE ACADEMY
    17667 N 91ST AVE
    PEORIA,AZ85382     		  PC MUSEUM ADMISSION 28
    SOUTH POINTE JR HIGH SCHOOL
    217 E OLYMPIC DR
    PHOENIX,AZ85042     		  PC MUSEUM ADMISSION 409
    SUN VALLEY CHARTER SCHOOL
    2675 E BASELINE RD
    PHOENIX,AZ85041     		  PC MUSEUM ADMISSION 625
    SUNNYSIDE UNIFIED SCHOOL DISTRICT
    2238 E GINTER ROAD
    TUCSON,AZ85706     		  GOV MUSEUM ADMISSION 871
    TEMPE ELEMENTARY SCHOOL DISTRICT
    3205 S RURAL RD
    TEMPE,AZ85282     		  GOV MUSEUM ADMISSION 11,232
    TEMPE ELEMENTARY SCHOOL DISTRICT
    3205 S RURAL RD
    TEMPE,AZ85282     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 900
    TEMPE UNION HIGH SCHOOL DISTRICT
    500 W GUADALUPE RD
    TEMPE,AZ85283     		  GOV MUSEUM ADMISSION 952
    THE ACES AT INDIAN BEND RD
    1515 S INDIAN BEND RD
    TEMPE,AZ85281     		  PC MUSEUM ADMISSION 279
    TOLLESON ELEMENTARY SCHOOL DISTRICT
    9261 WEST VAN BUREN RD
    TOLLESON,AZ85353     		  GOV MUSEUM ADMISSION 2,851
    TOLLESON HIGH SCHOOL DISTRICT
    9801 WESTR VAN BUREN STREET
    TOLLESON,AZ85353     		  GOV MUSEUM ADMISSION 281
    TUBA CITY UNIFIED SCHOOL DISTRICT
    PO BOX 67
    TUBA CITY,AZ86045     		  GOV MUSEUM ADMISSION 367
    TUSCON UNIFIED SCHOOL DISTRICT
    1010 E TENTH ST
    TUSCON,AZ85719     		  GOV MUSEUM ADMISSION 37
    VALLEY OF THE SUN YMCAS
    350 N 1ST AVE
    PHOENIX,AZ85003     		  GOV MUSEUM ADMISSION 5,347
    VISTA COLLGE PREPARATORY
    4520 W MCDOWELL RD
    PHOENIX,AZ85035     		  GOV MUSEUM ADMISSION 734
    VOICES FOR CASA
    4300 N MILLER RD UNIT 116
    SCOTTSDALE,AZ85251     		  PC MUSEUM ADMISSION 394
    WASHINGTON ELEMENTARY SCHOOL DISTRICT
    4650 WEST SWEETWATER
    GLENDALE,AZ85304     		  GOV MUSEUM ADMISSION 12,165
    WASHINGTON ELEMENTARY SCHOOL DISTRICT
    4650 WEST SWEETWATER
    GLENDALE,AZ85304     		  GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 3,000
    WICKENBURG UNIFIED SCHOOL DISTRICT
    920 S VULTURE MINE RD WICKENBURG
    WICKENBURG,AZ85390     		  GOV MUSEUM ADMISSION 641
    WILLIAMS UNIFIED SCHOOL DISTRICT
    636 S 7TH ST
    WILLIAMS,AZ86046     		  GOV MUSEUM ADMISSION 450
    WILSON PRIMARY SCHOOL
    145 N 30TH STREET
    PHOENIX,AZ85008     		  GOV MUSEUM ADMISSION 1,265
    YUMA SCHOOL DISTRICT
    450 WEST 6TH STREET
    YUMA,AZ85364     		  GOV MUSEUM ADMISSION 883
    YUMA UNION HIGH SCHOOL DISTRICT
    3150 SOUTH AVENUE A
    YUMA,AZ85364     		  GOV MUSEUM ADMISSION 911
    Total .................................bullet 3a 586,084
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    aMUSEUM ADMISSION         3,167,168
    bMUSIC THEATER         3,084,329
    cOTHER PROGRAM REVENUE         48,514
    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....     14 542,667  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 532000 -149,916      
    6 Net rental income or (loss) from personal property 532000 -171,860      
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 3,453,838  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory     18 613,701  
    11 Other revenue:
    aCATERING     		722320 4,547      
    bMEMBERSHIPS 900099       268,351
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -317,229 4,610,206 6,568,362
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,861,339
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A ACCESS TO THE MUSEUM'S EXHIBITS
    1B ACCESS TO THE MUSEUM'S MUSIC THEATER
    1C ACCESS TO THE MUSEUM'S OTHER PROGRAMS
    11B ACCESS TO THE MUSEUM'S EXHIBITS
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number

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






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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
    GOLDMAN SACHS PHILANTHROPY FUND
     
    PO BOX 15203
     
    ALBANY, NY122125203

    		$ 8,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    KEMPER AND ETHEL MARLEY FOUNDATION
     
    2398 E CAMELBACK RD SUITE 760
     
    PHOENIX, AZ85016

    		$ 135,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    ORANGE COUNTY COMMUNITY FOUNDATION
     
    4041 MACARTHUR BLVD SUITE 510
     
    NEWPORT BEACH, CA92660

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    ROBERT ULRICH
     
    84 S 10TH ST SUITE 450
     
    MINNEAPOLIS, MN55403

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    JOHN & JOAN D'ADDARIO FOUNDATION INC
     
    PO BOX 882
     
    LOCUST VALLEY, NY11560

    		$ 90,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    SANDERSON LINCOLN
     
    2121 W BELL RD
     
    PHOENIX, AZ85023

    		$ 75,539


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    RICHARD BURKE
     
    4725 E MAYO BLVD
     
    PHOENIX, AZ85050

    		$ 75,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    ELAINE F STEPANEK FOUNDATION
     
    US BANK NAEP-MN-S14101 EAST 5TH STR
     
    ST PAUL, MN55101

    		$ 60,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    FIDELITY CHARITABLE GIFT FUND
     
    PO BOX 770001
     
    CINCINNATI, OH452770053

    		$ 47,900


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    PHOENIX OFFICE OF ARTS AND CULTURE
     
    200 W WASHINGTON ST 10TH FLOOR
     
    PHOENIX, AZ85003

    		$ 41,024


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    SCHWAB CHARITABLE FUND
     
    211 MAIN STREET
     
    SAN FRANCISCO, CA94105

    		$ 33,265


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    CURTIS ULRICH
     
    3526 E TRACKER TR
     
    PHOENIX, AZ85050

    		$ 25,631


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    BOB WESTON
     
    5914 E CALLE DEL SUD
     
    PHOENIX, AZ85018

    		$ 25,526


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    APS
     
    400 NORTH 5TH STREET
     
    PHOENIX, AZ85004

    		$ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    ARIZONA COMMISSION ON THE ARTS
     
    417 W ROOSEVELT ST
     
    PHOENIX, AZ85003

    		$ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    NANCY WALTERS
     
    2625 E SOUTHERN AVE C105
     
    TEMPE, AZ85282

    		$ 20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
    JW KIECKHEFER FOUNDATION
     
    PO BOX 1151
     
    PRESCOTT, AZ86302

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
    ON SEMICONDUCTOR
     
    5005 E MCDOWELL RD
     
    PHOENIX, AZ85008

    		$ 15,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    FIDELITY BROKERAGE SERVICES LLC
     
    15445 N SCOTTSDALE RD
     
    SCOTTSDALE, AZ85254

    		$ 12,750


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    20
    MATTHEW FEENEY
     
    4725 E MAYO BLVD
     
    PHOENIX, AZ85050

    		$ 12,650


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    21
    SNELL & WILMER LLP
     
    400 E VAN BUREN ST SUITE 1900
     
    PHOENIX, AZ85004

    		$ 12,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    22
    JUDITH PELHAM
     
    4725 E MAYO BLVD
     
    PHOENIX, AZ85050

    		$ 12,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    23
    LORRAINE CALBOW
     
    2051 E OXFORD DR
     
    TEMPE, AZ85283

    		$ 10,250


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    24
    MAMMEL FAMILY FOUNDATION
     
    8805 INDIAN HILLS DRIVE SUITE 375
     
    OMAHA, NE68114

    		$ 10,250


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    BERG DRYWALL LLC
     
    22515 N 19TH AVENUE
     
    PHOENIX, AZ850272119

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    26
    DAVID NATHAN MEYERSON FOUNDATION
     
    4441 BUENA VISTA ST
     
    DALLAS, TX75205

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    27
    JEANNE HERBERGER
     
    PO BOX 155
     
    RANCHO SANTE FE, CA92067

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    28
    JENNIFER ASHLEY
     
    14425 N INTERLACKEN DR
     
    PHOENIX, AZ85022

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    29
    JOHN MANGELS
     
    10125 N 78TH PL
     
    SCOTTSDALE, AZ85258

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    30
    KPMG LLP
     
    60 E RIO SALADO PKWY SUITE 800
     
    TEMPE, AZ85281

    		$ 10,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    LARRY POLHILL
     
    7000 W BUCKEYE RD
     
    PHOENIX, AZ85043

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    32
    MARTIN GUITAR CHARITABLE FOUNDATION
     
    510 SYCAMORE STREET
     
    NAZARETH, PA180641000

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    33
    ROBERT MCMAHON
     
    4725 E MAYO BLVD
     
    PHOENIX, AZ85050

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    34
    RON & LINDA JONES FAMILY FOUNDATION
     
    20701 NORTH SCOTTSDALE ROAD SUITE10
     
    SCOTTSDALE, AZ85255

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    35
    HAO AND MICHELLE WANG FOUNDATION
     
    PO BOX 25143
     
    SCOTTSDALE, AZ85255

    		$ 9,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    36
    ABBOT DOWNING
     
    1 W 4TH ST 2ND FLOOR
     
    WINSTON SALEM, NC27101

    		$ 8,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    MUFG UNION BANK NA
     
    1101 W WASHINGTON ST 3RD FLOOR
     
    TEMPE, AZ85281

    		$ 7,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    38
    MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC
     
    1177 AVENUE OF THE AMERICAS 41ST FL
     
    NEW YORK, NY100362714

    		$ 7,050


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    39
    CHARLES CASE
     
    34522 N SCOTTSDALE RD STE D8
     
    SCOTTSDALE, AZ85266

    		$ 6,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    40
    ELIZABETH MERCHANT
     
    EP-MN-S
     
    PHOENIX, AZ850121094

    		$ 5,403


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    41
    MERRILL LYNCH PIERCE FENNER & SMITH INC
     
    2555 E CAMELBACK RD SUITE 900
     
    PHOENIX, AZ85016

    		$ 5,250


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    42
    FRANCES EMERSON
     
    11536 E SALERO DR
     
    SCOTTSDALE, AZ85262

    		$ 5,152


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    SANDRA WERNER
     
    4555 E MAYO BLVD UNIT 30101
     
    PHOENIX, AZ85050

    		$ 5,044


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    44
    ALAN TUFT
     
    7354 E SAN MIGUEL
     
    SCOTTSDALE, AZ85250

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    45
    BEVERLY GROSSMAN
     
    4949 E LINCOLN DR 29
     
    PARADISE VALLEY, AZ85253

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    46
    CKKO FOUNDATION
     
    10107 EAST CINDER CONE TRAIL
     
    SCOTTSDALE, AZ85262

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    47
    DOUG SCOVANNER
     
    809 LONGBOAT CLUB RD
     
    LONGBOAT KEY, FL34228

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    48
    FIFTH THIRD BANK
     
    5050 KINGSLEY DR
     
    CINCINNATI, OH45263

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    GREGORY DUPPLER
     
    12515 48TH AVE N
     
    PLYMOUTH, MN55442

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    50
    IRENE VASQUEZ
     
    2810 E MISSION LN
     
    PHOENIX, AZ85028

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    51
    JACOBUS FAMILY FOUNDATION
     
    8622 FRENCH CURVE
     
    EDEN PRAIRIE, MN55347

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    52
    KENNETH KASSES
     
    10763 E PROSPECT POINT DR
     
    SCOTTSDALE, AZ85262

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    53
    LOIS ROGERS
     
    6214 N PARADISE VIEW DR
     
    PARADISE VALLEY, AZ85253

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    54
    NATIONAL FINANCIAL SERVICES LLC
     
    499 WASHINGTON BOULEVARD
     
    JERSEY CITY, NJ07310

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    PAULA SHERMAN
     
    5840 E JOSHUA TREE LN
     
    PARADISE VALLEY, AZ85253

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    56
    PEGGY BREHM
     
    2129 S EL MARINO
     
    MESA, AZ852026469

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    57
    ROBERT JANECEK
     
    1665 LEXINGTON AVE S
     
    MENDOTA HEIGHTS, MN551183607

    		$ 5,000


    (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 LN 206
     
    SAINT PAUL, MN55118

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    59
    SAGEWOOD
     
    4555 E MAYO BLVD
     
    PHOENIX, AZ85050

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    60
    ERIC BIEBER
     
    4725 E MAYO BLVD
     
    PHOENIX, AZ85050

    		$ 1,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
          		Employer identification number

    16-1743588
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    14
    		 BOOKS $ 25,000 2018-06-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    30
    		 BOOKS $ 8,162 2018-06-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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 (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 25,634 0 0 25,634

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Name of Bond End of Year Book Value End of Year Fair Market Value
    APPLE INC. 2.25% 02/23/2021 USD SR LIEN NEXT CALL DT. 01 224,163 224,163
    APPLIED MATERIALS INC 4.3% 06/15/2021 103,138 103,138
    BANK OF AMERICA CORPORATION HYBRID MTN 10/01/2025 SR LIEN CPN 09/18/17 3.093 226,254 226,254
    BB&T CORPORATION MTN 3.2% 76,300 76,300
    BP CAPITAL MARKETS P.L.C. 150,057 150,057
    CATERPILLAR FINANCIAL SERVICES MTN 1.0% 03/03/2017 151,174 151,174
    CITIGROUP INC. 2.65% 10/26/2020 SR LIEN S&P BBB+ 148,724 148,724
    COCA-COLA FEMSA S.A.B. DE C.V. 4.625% 02/15/2020 USD 103,599 103,599
    CVS HEALTH CORP 201,548 201,548
    DAIMLER FINANCE NORTH AMERICA 2.85% 198,125 198,125
    DIAGEO PLC SPON ADR (NEW) SPONSORED ADR CMN (DEO) 200,878 200,878
    E.I. DU PONT DE NEMOURS AND C 124,581 124,581
    EXPRESS SCRIPTS HOLDING 3.3% 02/25/2021 USD SR LIEN 125,985 125,985
    FIFTH THIRD BANK 2.3% 03/15/2019 USD SER BKNT SR LIEN 201,104 201,104
    GENERAL DYNAMICS CORP. 3.0% 175,871 175,871
    GENERAL ELECTRIC CAPITAL CORP MTN 5.4% 02/11/2020 USD SUB LIEN S&P 76,639 76,639
    GLAXOSMITHKLINE CAPITAL PLC 3.125% 201,068 201,068
    GOLDMAN SACHS BANK DEPOSIT (BDA) 228,102 228,102
    HEALTH CARE REIT, INC 75,794 75,794
    HERSHEY COMPANY 3.1% 202,562 202,562
    HONEYWELL INTERNATIONAL 173,200 173,200
    IBM CORP 1.9% 01/27/2020 USD SR LIEN S&P A+ 124,593 124,593
    JOHN DEERE CAPITAL CORPORATION MTN 201,203 201,203
    JOHNSON AND JOHNSON 2.25% 98,285 98,285
    JPMORGAN CHASE & CO. 1.8% 01/25/2018 USD SR LIEN 274,571 274,571
    KEYBANK NATIONAL ASSOCIATION 251,522 251,522
    MOODY'S CORPORATION 75,964 75,964
    MORGAN STANLEY 2.5% 01/24/2019 USD SER F SR LIEN 101,049 101,049
    NETAPP, INC. 3.375% 06/15/2021 USD SR LIEN NEXT CALL DT. 74,829 74,829
    NOVARTIS SECURITIES INVESTMENT 5.125% 02/10/2019 M- 127,743 127,743
    ORACLE CORPORATION 2.5% 05/15/2022 USD SR LIEN NEXT 98,172 98,172
    PHILIP MORRIS INTL INC 150,556 150,556
    ROYAL BANK OF CANADA MTN 2.5% 01/19/2021 USD SR 174,963 174,963
    ROYAL BANK OF CANADA MTN 3.2% 75,393 75,393
    SIMON PROPERTY GROUP, L.P. 4.125% 12/01/2021 SR LIEN 128,388 128,388
    STARBUCKS CORP 2.7% 06/15/2022 USD SR LIEN NEXT CALL 196,254 196,254
    TEXAS INSTRUMENTS INC 1.85% 05/15/2022 USD SR LIEN 96,749 96,749
    THE BANK OF NOVA SCOTIA 2.125% 09/11/2019 SR LIEN 125,163 125,163
    THE HOME DEPOT, INC. 2.625% 06/01/2022 USD SR LIEN 74,377 74,377
    TORONTO DOMINION BANK (THE) MTN 1.9% 10/24/2019 SR LIEN S&P AA- 149,240 149,240
    TOTAL CAPITAL INTERNATIONAL 2.75% 06/19/2021 SR LIEN 198,727 198,727
    TRANSCANADA PIPELINES 148,978 148,978
    UNILEVER CAPITAL CORPORATION 150,867 150,867
    UNITEDHEALTH GROUP INC 6.0% 02/15/2018 SR LIEN M- 100,273 100,273
    WELLS FARGO BANK, NATIONAL ASS FRN 250,002 250,002
    XILINIX INC. 125,663 125,663

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES CMN (ABT) 31,102 31,102
    ABM INDUSTRIES INC CMN (ABM) 9,954 9,954
    ACCENTURE PLC CMN CLASS A (ACN) 24,818 24,818
    ACCO BRANDS CORPORATION CMN (ACCO) 5,621 5,621
    ACTIVISION BLIZZARD, INC CMN (ATVI) 8,662 8,662
    ADVANCE AUTO PARTS, INC. CMN (AAP) 4,726 4,726
    AEGION CORPORATION CMN (AEGN) 6,985 6,985
    AERCAP HOLDINGS NV ORD CMN (AER 40,511 40,511
    AES CORP. CMN (AES) 3,644 3,644
    AFLAC INCORPORATED CMN (AFL) 28,612 28,612
    AIR LEASE CORPORATION CMN (AL) 13,501 13,501
    AIR PRODUCTS & CHEMICALS INC CMN (APD) 12,731 12,731
    AIRBUS S.E. ADR CMN (EADSY) 114,168 114,168
    AKAMAI TECHNOLOGIES, INC. CMN (AKAM) 4,337 4,337
    ALASKA AIR GROUP INC(DEL HLDG) 6,085 6,085
    ALEXANDRIA REAL ESTATE EQUITIES, INC. (ARE) 3,835 3,835
    ALLERGAN PUBLIC LIMITED COMPAN CMN (AGN) 31,677 31,677
    ALLIANCE DATA SYSTEMS CORPORAT CMN (ADS) 5,403 5,403
    ALLSTATE CORPORATION COMMON STOCK (ALL) 22,517 22,517
    ALPHABET INC. CMN CLASS C (GOOG) 388,095 388,095
    ALTICE USA, INC. CMN CLASS A (ATUS) 776 776
    ALTRIA GROUP, INC. CMN (MO) 44,920 44,920
    AMAZON.COM INC CMN 115,652 115,652
    AMAZON.COM INC CMN (AMZN) 223,794 223,794
    AMC NETWORKS INC. CMN (AMCX) 14,049 14,049
    AMDOCS LIMITED ORDINARY SHARES (DOX) 5,354 5,354
    AMEREN CORPORATION CMN (AEE) 7,632 7,632
    AMERICAN ELECTRIC POWER INC CMN (AEP) 19,806 19,806
    AMERICAN EXPRESS CO. CMN (AXP) 28,977 28,977
    AMERICAN INTL GROUP, INC. CMN (AIG) 41,065 41,065
    AMERICAN TOWER CORPORATION CMN (AMT) 8,746 8,746
    AMERICAN WATER WORKS CO, INC. CMN (AWK) 5,900 5,900
    AMERISOURCEBERGEN CORPORATION CMN (ABC) 89,875 89,875
    AMETEK INC (NEW) 6,770 6,770
    AMGEN INC. CMN (AMGN) 42,827 42,827
    AMPHENOL CORP CL-A (NEW) 8,044 8,044
    ANADARKO PETROLEUM CORP CMN (APC) 17,799 17,799
    ANIXTER INTERNATIONAL INC CMN (AXE) 4,508 4,508
    ANSYS, INC. CMN (ANSS) 2,287 2,287
    ANTHEM, INC. CMN (ANTM) 26,788 26,788
    AON PLC CMN (AON 63,086 63,086
    AON PLC CMN (AON) 12,646 12,646
    APERGY CORP CMN (APY) 4,631 4,631
    APPLE INC. CMN (AAPL) 293,870 293,870
    ARAMARK CMN (ARMK) 3,274 3,274
    ARCH CAPITAL GROUP LTD. CMN (ACGL) 9,272 9,272
    ARCHER-DANIELS-MIDLAND COMPANY CMN (ADM) 18,191 18,191
    ARES COMMERCIAL REAL ESTATE CO CMN (ACRE) 3,071 3,071
    ARTHUR J GALLAGHER & CO CMN (AJG) 3,980 3,980
    ASGN INC. CMN (ASGN) 8,720 8,720
    ASPEN INSURANCE HOLDINGS LTD CMN (AHL) 3,023 3,023
    ASSURED GUARANTY LTD. CMN (AGO) 22,547 22,547
    AT&T INC. CMN (T 150,292 150,292
    ATHENE HOLDING LTD. CMN CLASS A (ATH) 6,174 6,174
    AUTOLIV, INC. CMN (ALV) 4,916 4,916
    AUTOMATIC DATA PROCESSING INC CMN (ADP) 12,136 12,136
    AVALONBAY COMMUNITIES INC CMN (AVB) 7,372 7,372
    AVANGRID INC CMN (AGR) 2,223 2,223
    AXA EQUITABLE HOLDINGS, INC. CMN (EQH) 3,492 3,492
    AXIS CAPITAL HOLDINGS, LTD. CMN (AXS) 81,286 81,286
    BALL CORPORATION CMN (BLL) 7,771 7,771
    BANKUNITED INC CMN (BKU) 12,994 12,994
    BAXTER INTERNATIONAL INC CMN (BAX) 8,053 8,053
    BB&T CORPORATION CMN (BBT) 24,389 24,389
    BECTON, DICKINSON AND COMPANY CMN (BDX) 12,618 12,618
    BELDEN INC CMN (BDC) 10,790 10,790
    BERKSHIRE HATHAWAY INC. CLASS B (BRKB) 482,069 482,069
    BEST BUY CO INC CMN (BBY) 5,720 5,720
    BLACK KNIGHT, INC. CMN (BKI) 1,667 1,667
    BLACKSTONE MORTGAGE TRUST INC CMN (BXMT) 13,479 13,479
    BMC STOCK HOLDINGS INC CMN (STCK) 10,464 10,464
    BOEING COMPANY CMN (BA) 1,613 1,613
    BOOZ ALLEN HAMILTON HOLDING CORPORATION CMN (BAH) 4,282 4,282
    BOSTON PRIVATE FINANCIAL HOLDING INC CMN (BPFH) 4,735 4,735
    BOSTON PROPERTIES, INC. COMMON STOCK (BXP) 4,200 4,200
    BOSTON SCIENTIFIC CORP. COMMON STOCK (BSX) 11,132 11,132
    BRISTOL-MYERS SQUIBB COMPANY CMN (BMY) 22,299 22,299
    BROADRIDGE FINANCIAL SOLUTIONS IN CMN (BR) 2,128 2,128
    BROOKFIELD PROPERTY REIT INC. CMN (BPR) 869 869
    BROOKS AUTOMATION INC CMN (BRKS) 10,865 10,865
    BROWN FORMAN CORP CL B CMN CLASS B (BFB) 2,626 2,626
    BUNGE LIMITED. ORD CMN (BG) 7,268 7,268
    C.H. ROBINSON WORLDWIDE, INC. CMN (CHRW) 4,205 4,205
    CABOT OIL & GAS CORPORATION CMN (COG) 3,084 3,084
    CACTUS, INC. CMN CLASS A (WHD) 6,332 6,332
    CADENCE BANCORPORATION CMN (CADE) 6,041 6,041
    CADENCE DESIGN SYSTEMS INC CMN (CDNS) 3,218 3,218
    CAMBREX CORPORATION CMN (CBM) 2,266 2,266
    CAMPBELL SOUP CO CMN (CPB) 3,431 3,431
    CAPRI HOLDINGS LIMITED CMN (KORS_190102) 2,996 2,996
    CARDINAL HEALTH, INC. CMN (CAH) 6,987 6,987
    CARMAX, INC. CMN (KMX) 5,332 5,332
    CARNIVAL CORPORATION CMN (CCL) 16,774 16,774
    CAUSEWAY INTERNATIONAL VALUE I MUTUAL FUND CLASS 3,956,168 3,956,168
    CBOE GLOBAL MARKETS, INC CMN (CBOE) 3,815 3,815
    CBS CORPORATION CMN CLASS B (CBS) 6,761 6,761
    CDW CORPORATION CMN (CDW) 4,296 4,296
    CENTENE CORPORATION CMN (CNC) 6,111 6,111
    CENTERPOINT ENERGY, INC CMN (CNP) 5,957 5,957
    CENTERSTATE BANK CORPORATION (CSFL) 3,598 3,598
    CERNER CORPORATION CMN (CERN) 4,195 4,195
    CHARTER COMMUNICATIONS, INC. CMN (CHTR) 21,943 21,943
    CHATHAM LODGING TR CMN (CLDT) 4,661 4,661
    CHEMED CORP CMN (CHE) 11,898 11,898
    CHEVRON CORPORATION CMN (CVX) 115,644 115,644
    CHIPOTLE MEXICAN GRILL, INC. CMN (CMG) 1,727 1,727
    CHUBB LIMITED CMN (CB) 53,003 53,003
    CHURCH & DWIGHT CO., INC. CMN (CHD) 4,669 4,669
    CIENA CORPORATION CMN (CIEN) 15,226 15,226
    CIGNA CORP CMN (CI) 35,135 35,135
    CIMAREX ENERGY CO. CMN (XEC) 2,528 2,528
    CINCINNATI FINANCIAL CRP CMN (CINF) 7,483 7,483
    CINTAS CORPORATION CMN (CTAS) 4,032 4,032
    CISCO SYSTEMS, INC. CMN (CSCO) 93,376 93,376
    CITIGROUP INC. CMN 234,322 234,322
    CITRIX SYSTEMS INC CMN (CTXS) 4,816 4,816
    CLOROX CO (CLX) 2,158 2,158
    CME GROUP INC. CMN CLASS A (CME) 25,822 25,822
    CMS ENERGY CORPORATION CMN (CMS) 4,667 4,667
    CNA FINCL.CORP. CMN (CAN) 1,898 1,898
    COCA-COLA COMPANY CMN (KO) 48,818 48,818
    COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) 18,409 18,409
    COLUMBIA BKG SYS INC CMN (COLB) 8,528 8,528
    COMCAST CORPORATION CMN CLASS A VOTING (CMCSA) 151,923 151,923
    COMCAST CORPORATION CMN CLASS A VOTING (CMCSA) 82,553 82,553
    CONAGRA BRANDS INC CMN (CAG) 4,251 4,251
    CONSOLIDATED EDISON INC CMN (ED) 16,210 16,210
    CONSTELLATION BRANDS INC CMN CLASS A (STZ) 14,152 14,152
    COOPER COMPANIES INC (NEW) 3,818 3,818
    COOPER TIRE & RUBBER CO. CMN (CTB) 4,397 4,397
    COPART INC CMN (CPRT) 2,293 2,293
    COSTCO WHOLESALE CORPORATION CMN (COST) 20,982 20,982
    COTY, INC. CMN CLASS A (COTY) 2,959 2,959
    COUSINS PPTYC INC CMN (CUZ) 3,034 3,034
    CROWN CASTLE INTL CORP CMN (CCI) 8,799 8,799
    CURTISS-WRIGHT CORP CMN (CW) 4,289 4,289
    CVS HEALTH CORP CMN (CVS) 138,575 138,575
    D.R. HORTON, INC. CMN (DHI) 9,254 9,254
    DANAHER CORPORATION CMN (DHR) 20,036 20,036
    DARDEN RESTAURANTS, INC. CMN (DRI) 3,595 3,595
    DAVITA INC CMN (DVA) 2,830 2,830
    DEERE & COMPANY CMN (DE) 24,289 24,289
    DELL TECHNOLOGIES INC. CMN (DELL) 3,910 3,910
    DENTSPLY SIRONA INC CMN (XRAY) 4,662 4,662
    DEXCOM, INC. CMN (DXCM) 120 120
    DIGITAL REALTY TRUST, INC. CMN (DLR) 5,378 5,378
    DISH NETWORK CORPORATION CMN CLASS A (DISH) 44,147 44,147
    DOLLAR GENERAL CORPORATION CMN (DG) 14,050 14,050
    DOLLAR TREE STORES, INC. CMN (DLTR) 14,271 14,271
    DOMINION ENERGY INC CMN (D) 20,009 20,009
    DTE ENERGY COMPANY CMN (DTE) 10,235 10,235
    DUKE ENERGY CORPORATION CMN (DUK) 41,942 41,942
    DUKE REALTY CORPORATION CMN (DRE) 2,927 2,927
    EASTMAN CHEMICAL COMPANY CMN (EMN) 6,931 6,931
    EBAY INC. CMN (EBAY) 15,130 15,130
    ECOLAB INC. CMN (ECL) 32,666 32,666
    ECOLAB INC. CMN (ECL) 10,938 10,938
    EDISON INTERNATIONAL CMN (EIX) 11,477 11,477
    EDWARDS LIFESCIENCES CORPORATI CMN (EW 5,667 5,667
    ELECTRONIC ARTS CMN (EA) 7,181 7,181
    ELI LILLY & CO CMN (LLY) 24,301 24,301
    EMERSON ELECTRIC CO. CMN (EMR) 12,667 12,667
    ENERGIZER HOLDINGS, INC. CMN (ENR) 8,082 8,082
    ENERSYS CMN (ENS) 22,352 22,352
    ENGILITY HLDGS INC CMN (EGL) 4,241 4,241
    ENTERCOM COMMS. CORP CLASS S COMMON STOCK (ETM) 3,266 3,266
    ENTERGY CORPORATION CMN (ETR) 10,070 10,070
    EQUIFAX INC. CMN (EFX) 4,005 4,005
    EQUINIX, INC. REIT (EQIX) 4,583 4,583
    EQUITY RESIDENTIAL CMN (EQR) 7,387 7,387
    ESSENT GROUP LTD. CMN (ESNT) 14,902 14,902
    ESSEX PROPERTY TRUST INC CMN (ESS) 4,447 4,447
    ESTEE LAUDER COS INC CL-A CMN CLASS A (EL) 11,969 11,969
    EVEREST RE GROUP LTD CMN (RE) 74,474 74,474
    EVERGY, INC. CMN (EVRG) 4,825 4,825
    EVERSOURCE ENERGY CMN (ES) 12,293 12,293
    EVERTEC INC CMN (EVTC) 4,248 4,248
    EXELON CORPORATION CMN (EXC) 30,623 30,623
    EXPEDIA GROUP INC CMN (EXPE) 5,520 5,520
    EXPEDITORS INTERNATIONAL OF WA CMN (EXPD) 4,494 4,494
    EXTRA SPACE STORAGE INC. CMN (EXR) 2,533 2,533
    EXTRACTION OIL & GAS INC CMN (XOG) 2,295 2,295
    EXXON MOBIL CORPORATION CMN (XOM) 145,654 145,654
    F5 NETWORKS, INC. CMN (FFIV) 4,375 4,375
    FACEBOOK, INC. CMN CLASS A 87,175 87,175
    FACEBOOK, INC. CMN CLASS A (FB) 176,447 176,447
    FASTENAL COMPANY CMN (FAST) 9,517 9,517
    FCB FINANCIAL HOLDINGS INC CMN (FCB) 7,220 7,220
    FEDERAL RLTY INVT TR SBI CMN (FRT) 2,262 2,262
    FEDEX CORPORATION CMN (FDX) 23,487 23,487
    FERRO CORPORATION CMN (FOE) 4,845 4,845
    FERROGLOBE PLC CMN (GSM) 115 115
    FIDELITY NATIONAL FINANCIAL, I CMN (FNF) 4,873 4,873
    FIDELITY NATL INFO SVCS INC CMN (FIS) 15,280 15,280
    FIERA NON-US EQUITY LLC - CLASS 1 1,493,068 1,493,068
    FIRST CITIZENS BANKSHARES CL A CMN CLASS A (FCNCA) 9,814 9,814
    FIRST HAWAIIAN, INC. CMN (FHB) 5,245 5,245
    FIRST MERCHANTS CORPORATION CMN (FRME) 5,997 5,997
    FIRST MIDWEST BANCORP INC DEL CMN (FMBI) 4,405 4,405
    FIRST REPUBLIC BANK CMN SERIES (FRC) 6,518 6,518
    FIRSTCASH INC CMN (FCFS) 6,801 6,801
    FIRSTENERGY CORP. CMN (FE) 5,370 5,370
    FISERV, INC. CMN (FISV) 10,656 10,656
    FORD MOTOR COMPANY CMN (F) 35,381 35,381
    FORTIVE CORPORATION CMN (FTV) 7,375 7,375
    FORTUNE BRANDS HOME & SECURITY CMN (FBHS) 3,761 3,761
    FORUM ENERGY TECHNOLOGIES INC CMN (FET) 1,755 1,755
    FRESH DEL MONTE PRODUCE INC. ORDINARY SHARES (FDP) 5,965 5,965
    FTI CONSULTING, INC. CMN (FCN) 12,662 12,662
    GAP INC CMN (GPS) 3,375 3,375
    GARMIN LTD. CMN (GRMN) 2,976 2,976
    GARRETT MOTION INC. CMN (GTX) 296 296
    GARTNER, INC. CMN (IT) 2,685 2,685
    GCI LIBERTY, INC. CMN CLASS A (GLIBA) 41,654 41,654
    GENERAL DYNAMICS CORP. CMN (GD) 21,066 21,066
    GENERAL ELECTRIC CO CMN (GE) 73,185 73,185
    GENERAL MILLS INC CMN (GIS) 10,592 10,592
    GENERAL MOTORS COMPANY CMN (GM) 83,893 83,893
    GENUINE PARTS CO. CMN (GPC) 5,708 5,708
    GILEAD SCIENCES CMN (GILD) 31,901 31,901
    GLOBAL INDEMNITY PUBLIC LIMITE CMN (GBLI) 6,594 6,594
    GLOBAL PAYMENTS INC. CMN (GPN) 5,878 5,878
    GOLDMAN SACHS BANK DEPOSIT (BDA) (*BDANOW) 234,530 234,530
    GRANITE CONSTRUCTION INC. CMN (GVA) 3,556 3,556
    GRAPHIC PACKAGING HLDGCO CMN (GPK) 22,309 22,309
    GROUP 1 AUTOMOTIVE, INC. CMN (GPI) 2,372 2,372
    GRUBHUB INC CMN (GRUB) 768 768
    HANMI FINANCIAL CORPORATION CMN (HAFC) 6,186 6,186
    HANOVER INSURANCE GROUP INC CMN (THG) 6,889 6,889
    HARLEY-DAVIDSON INC CMN (HOG) 3,037 3,037
    HARRIS CORP CMN (HRS) 5,117 5,117
    HARTFORD FINANCIAL SRVCS GROUP CMN (HIG) 12,978 12,978
    HASBRO, INC. CMN (HAS) 2,844 2,844
    HCP, INC. CMN (HCP) 4,106 4,106
    HENRY SCHEIN INC COMMON STOCK (HSIC) 3,847 3,847
    HILTON WORLDWIDE HOLDINGS INC. CMN (HLT) 41,141 41,141
    HILTON WORLDWIDE HOLDINGS INC. CMN (HLT_170104) 175,048 175,048
    HOLLYFRONTIER CORP CMN (HFC) 4,090 4,090
    HOLOGIC INCORPORATED CMN (HOLX) 4,274 4,274
    HONEYWELL INTL INC CMN (HON) 41,486 41,486
    HORMEL FOODS CORPORATION CMN (HRL) 4,225 4,225
    HOST HOTELS & RESORTS INC CMN (HST) 3,858 3,858
    HUMANA INC. CMN (HUM) 11,192 11,192
    HURON CONSULTING GROUP INC. CMN (HURN) 9,287 9,287
    HYATT HOTELS CORPORATION CMN CLASS A (H) 2,807 2,807
    ICON PUBLIC LIMITED COMPANY CMN (ICLR) 8,786 8,786
    IHS MARKIT LTD CMN (INFO) 9,162 9,162
    ILLINOIS TOOL WORKS CMN (ITW) 16,344 16,344
    INGERSOLL-RAND PLC CMN (IR) 10,856 10,856
    INGREDION INC CMN (INGR) 4,601 4,601
    INSIGHT ENTERPRISES INC CMN (NSIT) 11,573 11,573
    INTEL CORPORATION CMN (INTC) 125,256 125,256
    INTERCONTINENTAL EXCHANGE INC CMN (ICE) 19,611 19,611
    INTERNATIONAL PAPER CO. CMN (IP) 10,574 10,574
    INTERPUBLIC GROUP COS CMN (IPG) 3,486 3,486
    INTL BUSINESS MACHINES CORP CMN (IBM) 60,359 60,359
    INTL.FLAVORS & FRAGRANCE CMN (IFF) 4,455 4,455
    INTUIT INC CMN (INTU) 4,724 4,724
    INTUITIVE SURGICAL, INC. CMN (ISRG) 5,747 5,747
    INVITATION HOMES INC. CMN (INVH) 2,209 2,209
    IQVIA HOLDINGS INC CMN (IQV) 5,692 5,692
    IRON MOUNTAIN INCORPORATED CMN (IRM) 2,144 2,144
    J B HUNT TRANS SVCS INC CMN (JBHT) 3,442 3,442
    J. M. SMUCKER COMPANY CMN (SJM) 9,716 9,716
    JACK HENRY & ASSOC INC CMN (JKHY) 633 633
    JAGGED PEAK ENERGY INC. CMN (JAG) 2,399 2,399
    JEFFERIES FINANCIAL GROUP INC CMN (JEF) 6,788 6,788
    JOHNSON & JOHNSON CMN (JNJ) 105,176 105,176
    JUNIPER NETWORKS, INC. CMN (JNPR) 6,055 6,055
    KANSAS CITY SOUTHERN CMN (KSU) 5,461 5,461
    KELLOGG COMPANY CMN (K) 4,789 4,789
    KEURIG DR PEPPER INC CMN (KDP) 1,359 1,359
    KIMBERLY-CLARK CORPORATION CMN (KMB) 3,908 3,908
    KIMCO REALTY CORPORATION CMN (KIM) 3,479 3,479
    KKR AND CO. INC. CMN CLASSS A (KKR) 143,593 143,593
    KLA-TENCOR CORPORATION CMN (KLAC) 4,653 4,653
    KOHL'S CORP (WISCONSIN) CMN (KSS) 6,435 6,435
    KOSMOS ENERGY LTD. CMN (KOS) 5,079 5,079
    KROGER COMPANY CMN (KR) 14,190 14,190
    L3 TECHNOLOGIES INC CMN (LLL) 6,252 6,252
    LA Z BOY CHAIR CO CMN (LZB) 7,759 7,759
    LABORATORY CORPORATION OF AMER CMN (LH) 5,433 5,433
    LCI INDUSTRIES 11,289 11,289
    LIBERTY BROADBAND CORP CMN CLASS A (LBRDA) 1,077 1,077
    LIBERTY BROADBAND CORP CMN CLASS C (LBRDK) 90,038 90,038
    LIBERTY BROADBAND CORP CMN CLASS C (LBRDK) 5,762 5,762
    LIBERTY GLOBAL, PLC CMN CLASS A (LBTYA) 1,344 1,344
    LIBERTY GLOBAL, PLC. CMN CLASS C (LBTYK 87,204 87,204
    LIBERTY GLOBAL, PLC. CMN CLASS C (LBTYK) 2,910 2,910
    LIBERTY MEDIA CORPORATION SERIES A LIBERTY SIRIUSXM (LSXMA) 2,024 2,024
    LIBERTY MEDIA CORPORATION SERIES C LIBERTY SIRIUSXM (LSXMK) 3,957 3,957
    LINDE PLC CMN (LIN) 31,676 31,676
    LITHIA MOTORS INC CL-A CMN CLASS A (LAD) 16,869 16,869
    LKQ CORPORATION CMN (LKQ) 4,627 4,627
    LOEWS CORPORATION CMN (L) 13,610 13,610
    LOWES COMPANIES INC CMN (LOW) 21,428 21,428
    LULULEMON ATHLETICA INC. CMN (LULU) 2,554 2,554
    M&T BANK CORPORATION CMN (MTB) 13,740 13,740
    MACERICH COMPANY CMN (MAC) 1,515 1,515
    MACY'S INC. CMN (M) 6,784 6,784
    MARKEL CORPORATION CMN (MKL) 7,266 7,266
    MARRIOTT INTERNATIONAL, INC CMN CLASS A (MAR) 140,042 140,042
    MARSH & MCLENNAN CO INC CMN (MMC) 13,318 13,318
    MARTIN MARIETTA MATERIALS,INC CMN (MLM) 4,984 4,984
    MASTERCARD INCORPORATED CMN CLASS A (MA) 200,535 200,535
    MAXIM INTEGRATED PRODUCTS INC CMN (MXIM) 4,221 4,221
    MAXIMUS INC CMN (MMS) 8,852 8,852
    MCCORMICK & CO NON VTG SHRS CMN (MKC) 6,291 6,291
    MCKESSON CORPORATION CMN (MCK) 134,695 134,695
    MEDTRONIC PUBLIC LIMITED COMPA CMN (MDT) 41,495 41,495
    MERCK & CO., INC. CMN (MRK) 61,029 61,029
    METTLER-TOLEDO INTL CMN (MTD) 2,262 2,262
    MFA FINANCIAL INC CMN (MFA) 12,584 12,584
    MICROSOFT CORPORATION CMN (MSFT) 528,977 528,977
    MID-AMERICA APT CMNTYS INC CMN (MAA) 3,541 3,541
    MINERALS TECHNOLOGIES INC CMN (MTX) 9,652 9,652
    MOHAWK INDUSTRIES INC COMMON STOCK (MHK) 71,346 71,346
    MOLSON COORS BREWING CO CMN CLASS B (TAP) 11,288 11,288
    MONDELEZ INTERNATIONAL, INC. CMN (MDLZ) 36,865 36,865
    MONSTER BEVERAGE CORPORATION CMN (MNST) 5,119 5,119
    MORGAN STANLEY CMN (MS) 99,561 99,561
    MSCI INC. CMN (MSCI) 1,179 1,179
    NASDAQ INC. CMN (NDAQ) 4,242 4,242
    NATIONAL GENERAL HOLDINGS CORP CMN (NGHC) 15,520 15,520
    NATIONAL OILWELL VARCO, INC. COMMON STOCK CMN (NOV) 156,513 156,513
    NAVIENT CORPORATION CMN (NAVI) 12,440 12,440
    NAVIGANT CONSULTING INC CMN (NCI) 10,895 10,895
    NCR CORPORATION CMN (NCR) 7,755 7,755
    NELNET, INC. CMN CLASS A (NNI) 16,225 16,225
    NETGEAR, INC. CMN (NTGR) 7,336 7,336
    NEWELL BRANDS INC CMN (NWL) 10,503 10,503
    NEWFIELD EXPLORATION CO. CMN (NFX) 5,116 5,116
    NEWMONT MINING CORPORATION CMN (NEM) 12,301 12,301
    NEWS CORPORATION CMN CLASS A (NWSA) 4,029 4,029
    NEWS CORPORATION CMN CLASS B (NWS) 1,444 1,444
    NEXTERA ENERGY, INC. CMN (NEE) 31,635 31,635
    NIELSEN HLDGS PLC CMN (NLSN) 5,576 5,576
    NIKE CLASS-B CMN CLASS B (NKE) 28,851 28,851
    NISOURCE INC. CMN (NI) 3,777 3,777
    NMI HOLDINGS INC CMN CLASS A (NMH) 8,550 8,550
    NORDSTROM, INC. CMN (JWN) 1,725 1,725
    NORFOLK SOUTHERN CORP CMN (NSC) 20,487 20,487
    NORTHERN TRUST CORP CMN (NTRS) 536 536
    NORTHROP GRUMMAN CORP CMN (NOC) 18,857 18,857
    NORWEGIAN CRUISE LINE HLDG LTD CMN (NCLH) 6,528 6,528
    OCCIDENTAL PETROLEUM CORP CMN (OXY) 17,082 17,082
    OGE ENERGY CORP (HOLDING CO) 3,527 3,527
    OLD DOMINION FGHT LINES INC CMN (ODFL) 3,458 3,458
    OMNICOM GROUP CMN (OMC) 8,861 8,861
    ORACLE CORPORATION CMN (ORCL) 88,720 88,720
    ORACLE CORPORATION CMN (ORCL) 133,238 133,238
    ORACLE CORPORATION CMN (ORCL) 67,725 67,725
    O'REILLY AUTOMOTIVE, INC. CMN (ORLY) 3,788 3,788
    OWENS & MINOR INC (NEW) CMN (OMI) 8,586 8,586
    PACKAGING CORP OF AMERICA COMMON STOCK (PKG) 3,876 3,876
    PALO ALTO NETWORKS INC. CMN (PANW) 2,825 2,825
    PAREXEL INTERNATIONAL CORP CMN (PRXL) 3,264 3,264
    PARKER-HANNIFIN CORP. CMN (PH) 112,153 112,153
    PAYCHEX, INC. CMN (PAYX) 4,756 4,756
    PEAPACK GLADSTONE FINANCIAL CO CMN (PGC) 3,550 3,550
    PEPSICO, INC. CMN (PEP) 40,441 40,441
    PERRIGO CO PLC CMN (PRGO) 2,364 2,364
    PFIZER INC. CMN (PFE) 95,332 95,332
    PHILLIPS 66 CMN (PSX) 18,867 18,867
    PINNACLE WEST CAPITAL CORP CMN (PNW) 7,668 7,668
    PNC FINANCIAL SERVICES GROUP, CMN (PNC) 39,749 39,749
    PORTLAND GENERAL ELECTRIC CO CMN (POR) 4,298 4,298
    PPG INDUSTRIES, INC. CMN (PPG) 10,734 10,734
    PPL CORPORATION CMN (PPL) 12,387 12,387
    PQ GROUPD HOLDINGS INC. CMN (PQG) 8,779 8,779
    PRA GROUP INC CMN (PRAA) 4,143 4,143
    PREFFERRED BANK CMN (PFBC) 4,292 4,292
    PROCTER & GAMBLE COMPANY CMN (PG) 103,318 103,318
    PROLOGIS INC CMN (PLD) 10,159 10,159
    PROSSURANCE CORPORATION CMN (PRA) 7,695 7,695
    PUBLIC STORAGE CMN (PSA) 5,465 5,465
    PUBLIC-SVC ENTERPRISE GROUP HOLDING CO (PEG) 14,522 14,522
    PVH CORP CMN (PVH) 4,833 4,833
    QORVO INC CMN (QRVO) 167,129 167,129
    QORVO, INC. CMN (QRVO) 5,526 5,526
    QUALCOMM INC CMN (QCOM) 37,959 37,959
    QUEST DIAGNOSTICS INCORPORATED CMN (DGX) 4,330 4,330
    QURATE RETAIL INC CMN SERIES A (QRTEA) 8,628 8,628
    RADIAN GROUP INC. CMN (RDN) 5,939 5,939
    RALPH LAUREN CORP CMN CLASS A (RL) 3,539 3,539
    RAYTHEON COMPANY CMN (RTN) 18,198 18,198
    REALOGY HLDGS CORP CMN (RLGY) 7,707 7,707
    REALTY INCOME CORPORATION CMN (O) 6,579 6,579
    REGENCY CENTERS CORPORATION CMN (REG) 4,284 4,284
    REGENERON PHARMACEUTICAL INC CMN (REGN) 7,844 7,844
    REPUBLIC SERVICES INC CMN (RSG) 7,174 7,174
    RESIDEO TECHNOLOGIES INC. CMN (REZI) 945 945
    RESMED INC. CMN (RMD) 2,505 2,505
    RETAIL PPTYS AMER INC CMN (RPA) 3,701 3,701
    ROLLINS INC. CMN (ROL) 948 948
    ROPER TECHNOLOGIES INC CMN (ROP) 15,458 15,458
    ROSS STORES,INC CMN (ROST) 9,901 9,901
    S&P GLOBAL INC. CMN (SPGI) 104,853 104,853
    SALESFORCE.COM, INC CMN (CRM) 13,149 13,149
    SCHLUMBERGER LTD CMN (SLB) 17,299 17,299
    SCHOLASTIC CORPORATION CMN (SCHL) 5,556 5,556
    SCHWEITZER-MAUDUIT INTERNATION CMN (SWM) 8,041 8,041
    SEI INVESTMENTS COMPANY CMN (SEIC) 1,722 1,722
    SEMPRA ENERGY CMN (SRE) 12,545 12,545
    SHERWIN-WILLIAMS CO CMN (SHW) 10,230 10,230
    SIMON PROPERTY GROUP INC CMN (SPG) 6,720 6,720
    SKECHERS USA INC CL-A CMN CLASS A (SKX) 10,621 10,621
    SKYWORKS SOLUTIONS INC CMN (SWKS) 173,850 173,850
    SL GREEN REALTY CORP CMN (SLG) 3,037 3,037
    SLM CORPORATION CMN (SLM) 27,307 27,307
    SNAP INC. CMN CLASS A (SNAP) 154 154
    SNAP-ON INC CMN (SNA) 4,940 4,940
    SOUTHWEST AIRLINES CO CMN (LUV) 15,717 15,717
    SPRINT CORPORATION CMN (S) 2,194 2,194
    SS&C TECHNOLOGIES HOLDINGS, IN CMN (SSNC) 3,067 3,067
    STANLEY BLACK & DECKER, INC. CMN (SWK) 10,178 10,178
    STARBUCKS CORP. CMN (SBUX) 26,275 26,275
    STARWOOD PROPERTY TRUST INC. CMN (STWD) 13,891 13,891
    STATE STREET CORPORATION (NEW) CMN (STT) 90,100 90,100
    STEVEN MADDEN LTD CMN (SHOO) 12,195 12,195
    STIFEL FINANCIAL CORP CMN (SF) 3,189 3,189
    STND MOTORO PROD INC CL0A CMN (SMP) 4,988 4,988
    STRYKER CORPORATION CMN (SYK) 11,323 11,323
    SUNCOKE ENERGY INC CMN (SXC) 11,106 11,106
    SUPERIOR ENERGY SERVICES INC CMN (SPN) 1,765 1,765
    SWISS RE LTD SPONSORED ADR CMN (SSREY) 145,655 145,655
    SYKES ENTERPRISES INC CMN (SYKE) 10,758 10,758
    SYMANTEC CORPORATION CMN (SYMC) 6,028 6,028
    SYNNEX CORPORATION CMN (SNX) 13,500 13,500
    SYNOPSYS INC. CMN (SNPS) 4,549 4,549
    SYNOVUS FINANCIAL CORP CMN (SNV) 2,869 2,869
    SYSCO CORPORATION CMN (SYY) 6,642 6,642
    TAKE TWO INTERACTIVE SOFTWARE INC (TTWO) 2,368 2,368
    TAPESTRY, INC. CMN (TPR) 3,611 3,611
    TARGET CORPORATION CMN (TGT) 15,531 15,531
    TERADYNE INC CMN (TER) 112,560 112,560
    TETRA TECH INC (NEW) CMN (TTEK) 10,302 10,302
    THE BANK OF NY MELLON CORP CMN (BK) 34,032 34,032
    THE HERSHEY COMPANY CMN (HSY) 3,858 3,858
    THE HOME DEPOT, INC. CMN (HD) 5,326 5,326
    THE KRAFT HEINZ CO CMN (KHC) 28,105 28,105
    THE PROGRESSIVE CORPORATION CMN (PGR) 13,997 13,997
    THE SOUTHERN CO. CMN (SO) 26,132 26,132
    THE TRAVELERS COMPANIES, INC CMN (TRV) 26,225 26,225
    THERMO FISHER SCIENTIFIC INC CMN (TMO) 23,068 23,068
    TIFFANY & CO CMN (TIF) 2,837 2,837
    TIMKEN CO CMN (TKR) 6,158 6,158
    TJX COMPANIES INC CMN (TJX) 18,433 18,433
    T-MOBILE US, INC. CMN (TMUS) 9,605 9,605
    TORCHMARK CORPORATION CMN (TMK) 4,994 4,994
    TOTAL SYS SVC INC. CMN (TSS) 4,315 4,315
    TRACTOR SUPPLY COMPANY CMN (TSCO) 3,254 3,254
    TRANSUNION CMN (TRU) 2,954 2,954
    TRINSEO S.A. CMN (TSE) 6,867 6,867
    TRIPADVISOR, INC. CMN (TRIP) 67,479 67,479
    TTEC HOLDINGS, INC. CMN (TTEC) 11,228 11,228
    TUTOR PERINI CORPORATION CMN (TPC) 5,094 5,094
    TWENTY-FIRST CENTURY FOX, INC. CMN CLASS A (FOXA) 10,153 10,153
    TWENTY-FIRST CENTURY FOX, INC. CMN CLASS B (FOX 212,143 212,143
    TWENTY-FIRST CENTURY FOX, INC. CMN CLASS B (FOX) 3,631 3,631
    TWITTER, INC. CMN (TWTR) 3,363 3,363
    TWO HARBORS INVESTMENT CORP. CMN (TWO) 27,512 27,512
    TYSON FOODS INC CL-A CMN CLASS A (TSN) 17,729 17,729
    U.S. BANCORP CMN (USB) 41,924 41,924
    UDR INC CMN (UDR) 1,823 1,823
    ULTA BEAUTY INC CMN (ULTA) 5,386 5,386
    UMPQUA HOLDINGS CORPORATION CMN (UMPQ) 4,672 4,672
    UNION PACIFIC CORP. CMN (UNP) 44,234 44,234
    UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 112,940 112,940
    UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK (UPS) 3,901 3,901
    UNITED TECHNOLOGIES CORPORATIO CMN (UTX) 40,888 40,888
    UNITEDHEALTH GROUP INCORPORATE CMN (UNH 154,205 154,205
    UNITEDHEALTH GROUP INCORPORATE CMN (UNH) 63,027 63,027
    UNIVERSAL CORPORATION CMN (UVV) 8,014 8,014
    UNIVERSAL HEALTH SVC CL B CMN CLASS B (UHS) 4,896 4,896
    VAIL RESORTS, INC. CMN (MTN) 1,486 1,486
    VALERO ENERGY CORPORATION CMN (VLO) 16,194 16,194
    VALIDUS HOLDINGS, LTD. CMN (VR) 17,067 17,067
    VALVOLINE INC. CMN (VVV) 14,454 14,454
    VARIAN MEDICAL SYSTEMS INC CMN (VAR) 2,719 2,719
    VENTAS, INC. CMN (VTR) 8,195 8,195
    VEREIT, INC. CMN (VER) 4,263 4,263
    VERISK ANALYTICS, INC. CMN (VRSK) 4,798 4,798
    VERIZON COMMUNICATIONS, INC. CMN (VZ) 106,593 106,593
    VERSUM MATERIALS, INC. CMN (VSM) 4,934 4,934
    VF CORP CMN (VFC) 5,422 5,422
    VIACOM INC CMN CLASS A (VIA) 112 112
    VIACOM INC CMN CLASS B (VIAB) 7,071 7,071
    VISA INC. CMN CLASS A (V) 116,503 116,503
    VISA INC. CMN CLASS A (V) 74,810 74,810
    VISTRA ENERGY CORP. CMN (VST) 4,967 4,967
    VMWARE, INC. CMN CLASS A (VMW) 11,656 11,656
    VULCAN MATERIALS CO CMN (VMC) 5,236 5,236
    W.W. GRAINGER INC CMN (GWW) 7,624 7,624
    WALGREENS BOOTS ALLIANCE, INC. CMN (WBA) 42,706 42,706
    WALKER & DUNLOP, INC. CMN (WD) 17,257 17,257
    WALMART INC CMN (WMT) 68,092 68,092
    WALT DISNEY COMPANY CMN (DIS) 66,539 66,539
    WASHINGTON FEDERAL INC CMN (WAFD) 10,924 10,924
    WASTE MANAGEMENT INC CMN (WM) 11,569 11,569
    WATERS CORPORATION COMMON STOCK (WAT) 3,773 3,773
    WEC ENERGY GROUP, INC. CMN (WEC) 10,112 10,112
    WELLCARE HEALTH PLANS INC CMN (WCG) 2,361 2,361
    WELLS FARGO & CO (NEW 180,311 180,311
    WELLTOWER INC. CMN (WELL) 10,342 10,342
    WESCO INTERNATIONAL INC. CMN (WCC) 19,440 19,440
    WEYERHAEUSER COMPANY CMN (WY) 4,560 4,560
    WHITE MTNS INS GROUP LTD CMN (WTM) 8,577 8,577
    WILLIS TOWERS WATSON PLC CMN (WLTW) 11,426 11,426
    WORLD FUEL SERVICES CORP CMN (INT) 16,811 16,811
    WORLDPAY INC CMN (WP) 2,522 2,522
    XCEL ENERGY INC. CMN (XEL) 13,306 13,306
    XILINX INCORPORATED CMN (XLNX) 5,706 5,706
    XYLEM INC. CMN (XYL) 4,670 4,670
    ZAYO GROUP HOLDINGS, INC. CMN (ZAYO) 480 480
    ZIMMER BIOMET HOLDINGS INC (ZBH) 9,045 9,045
    ZOETIS INC. CMN CLASS A (ZTS) 6,158 6,158

    TY 2018 InvestmentsOtherSchedule2
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BORAD STREET REAL ESTATE CREDIT PARTNERS III FMV 43,750 43,750
    GOLDMAN SACHS RENEWABLE POWER LLC FMV 100,000 100,000
    HEDGE FUND OPPORTUNITIES LTD CLASS A SERIES 1 FMV 2,166,075 2,166,075
    LIBERTY HARBOR CORPORATE CREDIT INVESTMENT FUND CLASS A CAP FMV 1,342,575 1,342,575
    SHENKMAN ENERGY OPPORTUNITY SELECT LLC CLASS A SERIES 1 FMV 68,052 68,052
    US REAL PROPERTY INCOME FUND FMV 1,000,000 1,000,000

    TY 2018 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 9,845,915 7,896,464 1,949,451 1,949,451
    LEASEHOLD IMPROVEMENT 149,458 149,458 0  
    SOFTWARE 663,880 503,112 160,768 160,768
    VEHICLES 52,065 49,568 2,497 2,497
    BUILDING 104,071,870 43,546,582 60,525,288 60,525,288
    LAND IMPROVEMENTS 826,526 52,019 774,507 774,507
    CONSTRUCTION IN PROGRESS 11,439 0 11,439 11,439
    ASSETS NOT YET IN SERVICE 1,740,211 0 1,740,211 1,740,211


    TY 2018 LegalFeesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 172 0 0 172


    TY 2018 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 11,970 8,320 8,320
    SECURITY DEPOSIT RECEIVABLE 4,400 4,400 4,400
    OTHER ASSETS 431,553 436,303 436,303
    CHARITABLE REMAINDER TRUST 309,122 324,232 324,232
    LAND HELD FOR SALE 1,989,500    


    TY 2018 OtherDecreasesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 4,766,865


    TY 2018 OtherExpensesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CATERING EXPENSE 4,547 0 4,547 0
    TELEPHONE 62,456 0 0 62,456
    POSTAGE & SHIPPING 140,043 0 0 140,043
    ADVERTISING & MARKETING 507,491 0 0 507,491
    CONCERT 2,113,677 0 0 2,113,677
    EQUIPMENT RENTAL 43,201 0 0 43,201
    MISCELLANEOUS 381,228 0 213,303 167,925
    MUSICAL INSTRUMENT PURCHASES 549,290 0 0 549,290
    SOFTWARE 201,421 0 0 201,421


    TY 2018 OtherIncomeSchedule2
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MUSEUM ADMISSION 3,167,168   3,167,168
    MUSIC THEATER 3,084,329   3,084,329
    OTHER PROGRAM REVENUE 48,514   48,514
    CATERING 4,547   4,547
    MEMBERSHIPS 268,351   268,351


    TY 2018 OtherLiabilitiesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Description Beginning of Year - Book Value End of Year - Book Value
    CUSTOMER & EVENT DEPOSITS 76,409 28,438
    OTHER LIABILITIES 169,589 194,146


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL SERVICE 76,675 0 0 76,675
    INVESTMENT FEES 150,972 150,972 150,972 0