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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$127,792,657
J 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) 15,839,291
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 707,232 707,232 707,232
5a Gross rents............ 60,812 60,812 60,812
b Net rental income or (loss) -136,979
6a Net gain or (loss) from sale of assets not on line 10 -1,211,814
b Gross sales price for all assets on line 6a 16,077,980
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances 498,203
b Less: Cost of goods sold.... 236,337
c Gross profit or (loss) (attach schedule)..... 261,866 261,866
11 Other income (attach schedule)....... 2,288,303 0 2,288,303
12 Total. Add lines 1 through 11........ 17,945,690 768,044 3,318,213
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 397,250 0 0 397,250
14 Other employee salaries and wages...... 4,175,833 0 61,310 4,197,768
15 Pension plans, employee benefits....... 951,694 0 0 986,013
16a Legal fees (attach schedule)......... 52,582 0 0 52,582
b Accounting fees (attach schedule)....... 28,207 0 0 28,207
c Other professional fees (attach schedule).... 245,965 178,625 0 67,340
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 18,184 0 0 0
19 Depreciation (attach schedule) and depletion... 4,768,891 0 4,768,891
20 Occupancy.............. 1,541,621 0 74,744 1,466,877
21 Travel, conferences, and meetings....... 24,363 0 0 24,363
22 Printing and publications.......... 161,921 0 0 161,921
23 Other expenses (attach schedule)....... 2,556,086 302 0 2,651,092
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,922,597 178,927 4,904,945 10,033,413
25 Contributions, gifts, grants paid....... 478,411 478,411
26 Total expenses and disbursements. Add lines 24 and 25 15,401,008 178,927 4,904,945 10,511,824
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,544,682
b Net investment income (if negative, enter -0-) 589,117
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 3,209,478 1,641,531 1,641,531
2 Savings and temporary cash investments......... 5,419,694 10,130,661 10,130,661
3 Accounts receivable bullet62,186
Less: allowance for doubtful accounts bullet   34,666 62,186 62,186
4 Pledges receivable bullet508,099
Less: allowance for doubtful accounts bullet   609,609 508,099 508,099
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.............. 404,590 397,141 397,141
9 Prepaid expenses and deferred charges.......... 262,461 308,538 308,538
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 22,276,699 Click to see attachment23,537,335 23,537,335
c Investments—corporate bonds (attach schedule)....... 11,566,173 Click to see attachment12,975,670 12,975,670
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,256,203 Click to see attachment5,119,474 5,119,474
14 Land, buildings, and equipment: basis bullet131,855,767
Less: accumulated depreciation (attach schedule) bullet59,598,651 74,298,789 Click to see attachment72,257,116 72,257,116
15 Other assets (describe bullet) Click to see attachment887,012 Click to see attachment854,906 Click to see attachment854,906
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 124,225,374 127,792,657 127,792,657
Liabilities 17 Accounts payable and accrued expenses.......... 721,954 449,062
18 Grants payable.................    
19 Deferred revenue................. 601,386 252,623
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 attachment232,669 Click to see attachment212,551
23 Total liabilities (add lines 17 through 22)......... 1,556,009 914,236
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 82,614,462 76,914,334
25 Net assets with donor restrictions............ 40,054,903 49,964,087
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 122,669,365 126,878,421
30 Total liabilities and net assets/fund balances (see instructions). 124,225,374 127,792,657
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
122,669,365
2
Enter amount from Part I, line 27a .....................
2
2,544,682
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,664,374
4
Add lines 1, 2, and 3 ..........................
4
126,878,421
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
126,878,421
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,485,753   7,157,426 -671,673
b 9,592,227   10,107,666 -515,439
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -671,673
b       -515,439
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -1,187,112
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 -671,673
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 8,189
c All other domestic foundations enter 1.39% 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 8,189
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 8,189
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 169
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 8,358
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 2021 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 the instructions
for the 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.Click to see attachment
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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    RICHARD BURKE 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
    ERIC J BIEBER DIRECTOR
    1.00
    0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    WENDY BREUDER 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
    GARY TOBEY DIRECTOR
    1.00
    0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    ROBERT G WESTON DIRECTOR
    1.00
    0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    APRIL A SALOMON EXECUTIVE DIRECTOR
    40.00
    258,043 21,450 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    CRAIG D CULY TREASURER/CFO
    40.00
    102,496 15,261 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    RICHARD D BURNS VICE CHAIRMAN
    1.00
    0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    JUDITH PELHAM DIRECTOR
    1.00
    0 0 0
    84 SOUTH TENTH ST 450
    MINNEAPOLIS,MN55403
    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 AND
    40.00
    191,098 8,797 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    LACEY HAUSER RETAIL MANAGER
    40.00
    100,029 20,263 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    DEBORAH A GARNETT HUMAN RESOURCES DIRE
    40.00
    106,017 13,269 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    BRIAN P DREDLA DIRECTOR OF EDUCATIO
    40.00
    96,339 10,071 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    RICHARD WALTER CURATOR
    40.00
    90,068 9,758 0
    4725 E MAYO BLVD
    PHOENIX,AZ85050
    Total number of other employees paid over $50,000...................bullet 56
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ENGELSMA CONSTRUCTION INC CONSTRUCTION 1,867,196
    7119 31ST AVENUE N
    NEW HOPE,MN55427
    OPENWORKS JANITORIAL SERVICES 284,508
    PO BOX 29088
    PHOENIX,AZ85038
    SENTINEL TECHNOLOGY TECH SERVER & SUPPORT 201,235
    PO BOX 85080
    CHICAGO,IL60680
    ALLIED UNIVERSAL SECURITY SERVICES SECURITY SERVICES 163,714
    PO BOX 31001-2374
    PASADENA,CA91110
    SCOTTSDALE SOLAR LLC SOLAR PANEL CONSTRUCTION 141,458
    15345 N SCOTTSDALE ROAD STE 2035
    SCOTTSDALE,AZ85254
    Total number of others receiving over $50,000 for professional services.............bullet8
    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. MIM CONTINUES TO EXCEL AS A CULTURAL INSTITUTION BECAUSE OF THE CLARITY OF ITS MISSION, THE CERTAINTY OF ITS FOUNDING PRINCIPLES, AND THE COMMITMENT OF ITS TEAM IN SUSTAINING THE VERY BEST MUSEUM STANDARDS FOR OUR GUESTS. CONTRIBUTIONS HELP SUSTAIN OUR CURRENT PROGRAMS WHILE EXPANDING EDUCATIONAL OFFERINGS THAT PROVIDE A DYNAMIC, HANDS-ON, TRANSFORMATIONAL EXPERIENCE FROM EARLY CHILDHOOD TO SENIOR.(CONTINUED ON FORM 990PF, PART IX-A, LINE 2.) 12,491,862
    2 (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
    3  
    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 (2020)
    Form 990-PF (2020)
    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
    40,254,271
    b
    Average of monthly cash balances.......................
    1b
    3,136,498
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    43,390,769
    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
    43,390,769
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    650,862
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    42,739,907
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,136,995
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (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
    10,511,824
    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
     
    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
    10,511,824
    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
    10,511,824
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, 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 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
     
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
    0 2,031,287 1,599,988 1,283,601 4,914,876
    b 85% of line 2a ......... 0 1,726,594 1,359,990 1,091,061 4,177,645
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    10,511,824 13,251,350 12,738,311 12,173,214 48,674,699
    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 ....
    10,511,824 13,251,350 12,738,311 12,173,214 48,674,699
    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...
    1,424,663 1,354,191 1,095,431 855,734 4,730,019
    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 (2020)
    Form 990-PF (2020)
    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
    CHINOOK MONTESSORI CHARTER SCHOOL
    3002 INTERNATIONAL STREET
    FAIRBANKS,AK99701
      PC VIRTUAL FIELD TRIP ACCESS 600
    GREENE COUNTY TECH PRIMARY
    1300 S ROCKINGCHAIR
    PARAGOULD,AR72450
      GOV VIRTUAL FIELD TRIP ACCESS 600
    HACKETT SCHOOL DISTRICT
    102 N OAK STREET
    HACKETT,AR72937
      GOV VIRTUAL FIELD TRIP ACCESS 1,200
    LITTLE ROCK SCHOOL DISTRICT
    810 W MARKHAM STREET
    LITTLE ROCK,AR72201
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    APACHE JUNCTION LIBRARY - YOUTH EDU
    1177 N IDAHO RD
    APACHE JUNCTION,AZ85119
      PC PROFESSIONAL DEVELOPMENT TRAINING 60
    DESERT MARIGOLD SCHOOL
    6210 S 28TH ST
    PHOENIX,AZ85042
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    LEGACY TRADITIONAL SCHOOL
    12320 WEST VAN BUREN ST
    AVONDALE,AZ85323
      PC PROFESSIONAL DEVELOPMENT TRAINING 120
    ALHAMBRA SCHOOL DISTRICT
    5631 N 35TH AVENUE
    PHOENIX,AZ85017
      GOV MUSEUM ADMISSION 3,334
    AVONDALE ELEMENTARY SCHOOL DISTRICT
    2131 S 157TH AVENUE
    GOODYEAR,AZ85338
      GOV MUSEUM ADMISSION 834
    CARTWRIGHT SCHOOL DISTRICT
    3611 N 47TH AVENUE
    PHOENIX,AZ85031
      GOV MUSEUM ADMISSION 3,885
    CAVE CREEK UNIFIED SCHOOL DISTRICT
    27880 N 64TH STREET
    SCOTTSDALE,AZ85262
      GOV MUSEUM ADMISSION 1,440
    CHANDLER UNIFIED SCHOOL DISTRICT
    1550 E CHANDLER HEIGHTS
    CHANDLER,AZ85249
      GOV MUSEUM ADMISSION 4,095
    CREIGHTON ELEMENTARY SCHOOL DISTRICT
    2013 N 36TH STREET
    PHOENIX,AZ85008
      GOV MUSEUM ADMISSION 1,135
    DEER VALLEY UNIFIED SCHOOL DISTRICT
    2701 WEST MEMORIAL DRIVE
    ANTHEM,AZ85086
      GOV MUSEUM ADMISSION 2,387
    DYSART UNIFIED SCHOOL DISTRICT
    18063 W SURPRISE FARMS LOOP SOUTH
    SURPRISE,AZ85388
      GOV MUSEUM ADMISSION 7,052
    FOWLER ELEMENTARY SCHOOL DISTRICT
    7250 W LOWER BUCKEYE
    PHOENIX,AZ85043
      GOV MUSEUM ADMISSION 727
    GILBERT PUBLIC SCHOOLS
    7125 E MONTEREY AVE
    GILBERT,AZ85209
      GOV MUSEUM ADMISSION 5,719
    GLENDALE ELEMENTARY SCHOOL DISTRICT
    4932 W MYRTLE AVENUE
    GLENDALE,AZ85301
      GOV MUSEUM ADMISSION 5,067
    HIGLEY UNIFIED SCHOOL DISTRICT
    2069 S DE LA TORRE DR
    GILBERT,AZ85295
      GOV MUSEUM ADMISSION 1,048
    ISAAC SCHOOL DISTRICT
    3025 W MCDOWELL ROAD
    PHOENIX,AZ85009
      GOV MUSEUM ADMISSION 5,075
    KYRENE SCHOOL DISTRICT
    1122 E LIBERTY LANE
    PHOENIX,AZ85048
      GOV MUSEUM ADMISSION 3,754
    LAVEEN ELEMENTARY SCHOOL DISTRICT
    7275 W VINEYARD ROAD
    LAVEEN,AZ85339
      GOV MUSEUM ADMISSION 622
    LIBERTY ELEMENTARY SCHOOL DISTRICT
    10301 S SAN MIGUEL DR
    GOODYEAR,AZ85338
      GOV MUSEUM ADMISSION 625
    LITCHFIELD ELEMENTARY SCHOOL DISTRICT
    5340 N WIGWAM CREEK BLVD
    LITCHFIELD PARK,AZ85340
      GOV MUSEUM ADMISSION 5,216
    LITTLETON ELEMENTARY SCHOOL DISTRICT
    1700 S 103RD AVE
    TOLLESON,AZ85353
      GOV MUSEUM ADMISSION 4,670
    MADISON ELEMENTARY SCHOOL DISTRICT
    7302 N 10TH STREET
    PHOENIX,AZ85020
      GOV MUSEUM ADMISSION 1,590
    MESA PUBLIC SCHOOLS
    202 N SYCAMORE
    MESA,AZ85201
      GOV MUSEUM ADMISSION 2,084
    MURPHY ELEMENTARY SCHOOL DISTRICT
    2 N 31ST AVENUE
    PHOENIX,AZ85009
      GOV MUSEUM ADMISSION 1,396
    NADABURG UNIFIED SCHOOL DISTRICT
    8802 W MCDOWELL
    PHOENIX,AZ85037
      GOV MUSEUM ADMISSION 423
    OSBORN SCHOOL DISTRICT
    1225 W CLARENDON
    PHOENIX,AZ85013
      GOV MUSEUM ADMISSION 1,205
    PARADISE VALLEY UNIFIED SCHOOL DISTRICT
    4315 E CASHMAN DRIVE
    PHOENIX,AZ85050
      GOV MUSEUM ADMISSION 5,727
    PASCUA YAQUI EDUCATION
    5100 W CALLE TETAKUSIM
    TUCSON,AZ85757
      GOV MUSEUM ADMISSION 112
    PENDERGAST ELEMENTARY SCHOOL DISTRICT
    10730 W CAMPBELL AVENUE
    PHOENIX,AZ85037
      GOV MUSEUM ADMISSION 3,369
    PEORIA UNIFIED SCHOOL DISTRICT
    7231 W NORTH LN
    PEORIA,AZ85345
      GOV MUSEUM ADMISSION 9,813
    PHOENIX ELEMENTARY SCHOOL DISTRICT
    1350 S 11TH STREET
    PHOENIX,AZ85034
      GOV MUSEUM ADMISSION 2,346
    PHOENIX ELEMENTARY SCHOOL DISTRICT
    1350 S 11TH STREET
    PHOENIX,AZ85034
      GOV TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM 395
    PHOENIX UNION HIGH SCHOOL DISTRICT
    4525 N CENTRAL AVENUE
    PHOENIX,AZ85012
      GOV MUSEUM ADMISSION 528
    QUEEN CREEK UNIFIED SCHOOL DISTRICT
    20750 S 214TH ST
    QUEEN CREEK,AZ85142
      GOV MUSEUM ADMISSION 4,168
    ROOSEVELT SCHOOL DISTRICT
    1718 W VINEYARD ROAD
    PHOENIX,AZ85041
      GOV MUSEUM ADMISSION 4,399
    SCOTTSDALE UNIFIED SCHOOL DISTRICT
    8500 E JACKRABBIT RD
    SCOTTSDALE,AZ85250
      GOV MUSEUM ADMISSION 5,707
    SUNNYSIDE UNIFIED SCHOOL DISTRICT
    265 W NEBRASKA ST
    TUCSON,AZ85706
      GOV MUSEUM ADMISSION 611
    TANQUE VERDE HIGH SCHOOL
    4201 N MELPOMENE WAY
    TUCSON,AZ85749
      GOV MUSEUM ADMISSION 746
    TAYLOR HICKS ELEMENTARY
    1845 CAMPBELL AVE
    PRESCOTT,AZ86301
      GOV MUSEUM ADMISSION 580
    TEMPE ELEMENTARY SCHOOL DISTRICT
    5800 S FOREST AVENUE
    TEMPE,AZ85283
      GOV MUSEUM ADMISSION 607
    WASHINGTON ELEMENTARY SCHOOL DISTRICT
    12835 N 33RD AVENUE
    PHOENIX,AZ85029
      GOV MUSEUM ADMISSION 4,071
    YUMA ELEMENTARY SCHOOL DISTRICT
    2245 S ARIZONA AVE
    YUMA,AZ85364
      GOV MUSEUM ADMISSION 864
    BIG BROTHERS BIG SISTERS PARENT ACCOUNT
    4745 N 7TH ST STE 210
    PHOENIX,AZ85014
      PC MUSEUM ADMISSION 97
    BOYS & GIRLS CLUBS OF GREATER SCOTTSDALE
    2311 N MILLER RD
    SCOTTSDALE,AZ85257
      PC MUSEUM ADMISSION 666
    BOYS & GIRLS CLUBS OF METRO PHOENIX
    6629 W CLARENDON AVE
    PHOENIX,AZ85033
      PC MUSEUM ADMISSION 358
    FREE ARTS FOR ABUSED CHILDREN-AZ
    352 E CAMELBACK RD SUITE 101
    PHOENIX,AZ85012
      PC MUSEUM ADMISSION 732
    HOMEWARD BOUND
    10834 E MOUNTAIN SPRING RD
    SCOTTSDALE,AZ85255
      PC MUSEUM ADMISSION 341
    VALLEY OF THE SUN YMCA
    7070 S RURAL ROAD
    TEMPE,AZ852831234
      PC MUSEUM ADMISSION 496
    VOICES FOR CASA CHILDREN
    4300 N MILLER RD UNIT 116
    SCOTTSDALE,AZ85251
      PC MUSEUM ADMISSION 167
    ACADEMIES OF MATH AND SCIENCE
    3335 W FLOWER STREET
    PHOENIX,AZ85017
      PC MUSEUM ADMISSION 1,515
    BASIS CHARTER SCHOOLS
    201 E INDIANOLA AVE
    PHOENIX,AZ85012
      PC MUSEUM ADMISSION 581
    CAMELBACK ACADEMY
    7634 W CAMELBACK RD
    GLENDALE,AZ85303
      PC MUSEUM ADMISSION 200
    CONCORDIA CHARTER SCHOOL
    142 N DATE ST
    MESA,AZ85201
      PC MUSEUM ADMISSION 239
    EDKEY INC SEQUOIA CHARTER SCHOOLS
    1460 S HORNE STREET
    MESA,AZ85204
      PC MUSEUM ADMISSION 408
    GEORGE GERVIN PREP ACADEMY
    2801 EAST SOUTHERN AVE
    PHOENIX,AZ85042
      PC MUSEUM ADMISSION 137
    GRANDE INNOVATION ACADEMY
    950 N PEART ROAD
    CASA GRANDE,AZ85122
      PC MUSEUM ADMISSION 164
    GREAT HEARTS ACADEMIES AZ
    4525 E BASELINE ROAD
    GILBERT,AZ85234
      PC MUSEUM ADMISSION 3,147
    IMAGINE SCHOOLS OF ARIZONA
    2061 S GILBERT RD
    GILBERT,AZ85295
      PC MUSEUM ADMISSION 447
    LEGACY TRADITIONAL SCHOOLS MARICOPA
    17760 NORTH REGENT DR
    MARICOPA,AZ85138
      PC MUSEUM ADMISSION 1,462
    LEMAN ACADEMY OF EXCELLENCE
    7720 N SILVERBELL ROAD
    TUCSON,AZ85743
      PC MUSEUM ADMISSION 1,248
    PLC ARTS ACADEMY
    2504 S 91ST AVENUE
    TOLLESON,AZ85353
      PC MUSEUM ADMISSION 1,508
    SIERRA SCHOOL OF PHOENIX
    921 W CAMELBACK RD
    PHOENIX,AZ85013
      PC MUSEUM ADMISSION 74
    ALHAMBRA ELEMENTARY SCHOOL DISTRICT
    4510 N 37TH AVE
    PHOENIX,AZ85019
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    AMPHITHEATER PUBLIC SCHOOL DISTRICT
    701 W WETMORE RD
    TUCSON,AZ85705
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    AVONDALE ELEMENTARY SCHOOL DISTRICT
    295 W WESTERN AVENUE
    AVONDALE,AZ85323
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    BALSZ SCHOOL DISTRICT
    4825 E ROOSEVELT ST
    PHOENIX,AZ85008
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    BUCKEYE ELEMENTARY SCHOOL DISTRICT
    25555 W DURANGO
    BUCKEYE,AZ85326
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    CAMP VERDE ELEMENTARY SCHOOL
    320 CAMP LINCOLN
    CAMP VERDE,AZ86322
      GOV VIRTUAL FIELD TRIP ACCESS 200
    CAMP VERDE UNIFIED SCHOOL DISTRICT
    410 CAMP LINCOLN ROAD
    CAMP VERDE,AZ86322
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    CARTWRIGHT ELEMENTARY SCHOOL DISTRICT
    3401 NORTH 67TH AVENUE
    PHOENIX,AZ85033
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    CHANDLER UNIFIED SCHOOL DISTRICT
    1525 WEST FRYE ROAD
    CHANDLER,AZ85224
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    CONGRESS ELEMENTARY SCHOOL DISTRICT
    PO BOX 68
    CONGRESS,AZ85332
      GOV VIRTUAL FIELD TRIP ACCESS 600
    CREIGHTON ELEMENTARY SCHOOL DISTRICT
    2702 E FLOWER ST
    PHOENIX,AZ85016
      GOV VIRTUAL FIELD TRIP ACCESS 2,000
    DEER VALLEY UNIFIED SCHOOL DISTRICT
    20402 NORTH 15TH AVENUE
    PHOENIX,AZ85027
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    DYSART UNIFIED SCHOOL DISTRICT
    15802 W PARKVIEW PL
    SURPRISE,AZ85338
      GOV VIRTUAL FIELD TRIP ACCESS 2,000
    ELOY ELEMENTARY SCHOOL DISTRICT
    1011 N SUNSHINE BLVD
    ELOY,AZ85131
      GOV VIRTUAL FIELD TRIP ACCESS 400
    FLAGSTAFF UNIFIED SCHOOL DISTRICT
    3285 E SPARROW AVENUE
    FLAGSTAFF,AZ86004
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    FOWLER ELEMENTARY SCHOOL DISTRICT
    1617 SOUTH 67TH AVE
    PHOENIX,AZ85043
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    GALLEGO INTERMEDIATE FINE ARTS MAGNET SCHOOL - SUNNYSIDE UNIFIED SCHOOL DIS
    3700 E ALVORD ROAD
    TUCSON,AZ85706
      GOV VIRTUAL FIELD TRIP ACCESS 400
    GILBERT PUBLIC SCHOOLS
    140 S GILBERT RD
    GILBERT,AZ85296
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    GLENDALE ELEMENTARY SCHOOL DISTRICT
    7301 N 58TH AVENUE
    GLENDALE,AZ85301
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    HIGLEY UNIFIED SCHOOL DISTRICT
    333 E VEST AVENUE
    GILBERT,AZ85295
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    ISAAC SCHOOL DISTRICT
    3348 W MCDOWELL RD
    PHOENIX,AZ85009
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    KYRENE SCHOOL DISTRICT
    8700 S KYRENE RD
    TEMPE,AZ85284
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    LAVEEN ELEMENTARY SCHOOL DISTRICT
    5001 W DOBBINS ROAD
    LAVEEN,AZ85339
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    LIBERTY ELEMENTARY SCHOOL DISTRICT
    19871 W FREMONT ROAD
    BUCKEYE,AZ85326
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    LITCHFIELD ELEMENTARY SCHOOL DISTRICT
    272 E SAGEBRUSH ST
    LITCHFIELD PARK,AZ85340
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    LITTLETON ELEMENTARY SCHOOL DISTRICT
    1600 SOUTH 107TH AVE
    AVONDALE,AZ85323
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    MADISON SCHOOL DISTRICT
    5601 N 16TH STREET
    PHOENIX,AZ85016
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    MCNARY ELEMENTARY DISTRICT
    108 N POLLACK
    MCNARY,AZ85930
      GOV VIRTUAL FIELD TRIP ACCESS 600
    MESA PUBLIC SCHOOLS
    155 N CENTER ST
    MESA,AZ85201
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    MURPHY ELEMENTARY SCHOOL DISTRICT
    2615 W BUCKEYE RD
    PHOENIX,AZ85009
      GOV VIRTUAL FIELD TRIP ACCESS 600
    OSBORN SCHOOL DISTRICT
    1226 WEST OSBORN ROAD
    PHOENIX,AZ85013
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    PARADISE VALLEY UNIFIED SCHOOL DISTRICT
    15002 N 32ND ST
    PHOENIX,AZ85032
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    PENDERGAST ELEMENTARY SCHOOL DISTRICT
    3802 N 91ST AVENUE
    PHOENIX,AZ85037
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    PEORIA UNIFIED SCHOOL DISTRICT
    6330 WEST THUNDERBIRD ROAD
    GLENDALE,AZ85306
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    PHOENIX ELEMENTARY SCHOOL DISTRICT
    1817 NORTH 7TH STREET
    PHOENIX,AZ85006
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    PHOENIX UNION HIGH SCHOOL DISTRICT
    4502 N CENTRAL AVE
    PHOENIX,AZ85012
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    QUEEN CREEK UNIFIED SCHOOL DISTRICT
    20217 EAST CHANDLER HEIGHTS ROAD
    QUEEN CREEK,AZ85142
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    ROOSEVELT ELEMENTARY SCHOOL DISTRICT
    6000 S 7TH STREET
    PHOENIX,AZ85042
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    SALT RIVER PIMA--MARICOPA COUNTY SCHOOLS
    4827 N COUNTRY CLUB DRIVE
    SCOTTSDALE,AZ85256
      GOV VIRTUAL FIELD TRIP ACCESS 1,800
    SONOITA ELEMENTARY SCHOOL DISTRICT
    23 ELGIN ROAD
    ELGIN,AZ85611
      GOV VIRTUAL FIELD TRIP ACCESS 600
    TEMPE ELEMENTARY SCHOOL DISTRICT
    3205 S RURAL RD
    TEMPE,AZ85282
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    TOLLESON ELEMENTARY SCHOOL DISTRICT
    9261 WEST VAN BUREN
    TOLLESON,AZ85353
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    TOLLESON UNION HIGH SCHOOL DISTRICT
    9801 W VAN BUREN ST
    TOLLESON,AZ85353
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    WASHINGTON ELEMENTARY SCHOOL DISTRICT
    4650 W SWEETWATER
    GLENDALE,AZ85304
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    SCOTTSDALE UNIFIED SCHOOL DISTRICT
    8500 E JACKRABBIT RD
    SCOTTSDALE,AZ85250
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    COURTNEY CAMPBELL HOMESCHOOL
    6129 W FETLOCK TRAIL
    PHOENIX,AZ85083
      PC VIRTUAL FIELD TRIP ACCESS 4
    RONALD MCDONALD HOUSE CHARITIES - CENTRAL AND NORTHERN ARIZONA
    501 E ROANOKE AVENUE
    PHOENIX,AZ85004
      PC VIRTUAL FIELD TRIP ACCESS 400
    ACADEMY OF MATH & SCIENCE - AZ
    3335 W FLOWER STREET
    PHOENIX,AZ85017
      PC VIRTUAL FIELD TRIP ACCESS 3,000
    EAGLE COLLEGE PREPARATORY SCHOOLS
    2450 W SOUTH MOUNTAIN AVENUE
    PHOENIX,AZ85041
      PC VIRTUAL FIELD TRIP ACCESS 3,000
    EDKEY INC SEQUOIA CHARTER SCHOOLS
    1460 S HORNE
    MESA,AZ85204
      PC VIRTUAL FIELD TRIP ACCESS 2,000
    GREAT HEARTS ACADEMIES AZ
    4801 EAST WASHINGTON STREET 250
    PHOENIX,AZ85034
      PC VIRTUAL FIELD TRIP ACCESS 3,000
    IMAGINE SCHOOLS OF ARIZONA
    18052 N BLACK CYN HWY
    PHOENIX,AZ85053
      PC VIRTUAL FIELD TRIP ACCESS 3,000
    DEER VALLEY UNIFIED SCHOOL DISTRICT
    20402 NORTH 15TH AVENUE
    PHOENIX,AZ85027
      GOV PROFESSIONAL DEVELOPMENT TRAINING 60
    DYSART UNIFIED SCHOOL DISTRICT
    15802 W PARKVIEW PL
    SURPRISE,AZ85338
      GOV PROFESSIONAL DEVELOPMENT TRAINING 120
    HIGLEY UNIFIED SCHOOL DISTRICT
    333 E VEST AVENUE
    GILBERT,AZ85295
      GOV PROFESSIONAL DEVELOPMENT TRAINING 30
    ISAAC SCHOOL DISTRICT
    3348 W MCDOWELL RD
    PHOENIX,AZ85009
      GOV PROFESSIONAL DEVELOPMENT TRAINING 180
    PEORIA UNIFIED SCHOOL DISTRICT
    6330 WEST THUNDERBIRD ROAD
    GLENDALE,AZ85306
      GOV PROFESSIONAL DEVELOPMENT TRAINING 180
    PHOENIX UNION HIGH SCHOOL DISTRICT
    4502 N CENTRAL AVE
    PHOENIX,AZ85012
      GOV PROFESSIONAL DEVELOPMENT TRAINING 120
    QUEEN CREEK UNIFIED SCHOOL DISTRICT
    20217 EAST CHANDLER HEIGHTS ROAD
    QUEEN CREEK,AZ85142
      GOV PROFESSIONAL DEVELOPMENT TRAINING 150
    ROOSEVELT ELEMENTARY SCHOOL DISTRICT
    6000 S 7TH STREET
    PHOENIX,AZ85042
      GOV PROFESSIONAL DEVELOPMENT TRAINING 60
    CARTWRIGHT ELEMENTARY SCHOOL DISTRICT
    3401 NORTH 67TH AVENUE
    PHOENIX,AZ85033
      GOV PROFESSIONAL DEVELOPMENT TRAINING 60
    CAVE CREEK UNIFIED SCHOOL DISTRICT
    27880 N 64TH STREET
    SCOTTSDALE,AZ85262
      GOV PROFESSIONAL DEVELOPMENT TRAINING 120
    ELOY JUNIOR HS
    1011 N SUNSHINE BLVD
    ELOY,AZ85131
      GOV PROFESSIONAL DEVELOPMENT TRAINING 60
    LAVEEN ELEMENTARY SCHOOL DISTRICT
    7275 W VINEYARD ROAD
    LAVEEN,AZ85339
      GOV PROFESSIONAL DEVELOPMENT TRAINING 120
    MARICOPA UNIFIED SCHOOL DISTRICT
    44150 W MARICOPA-CASA GRANDE HWY
    MARICOPA,AZ85138
      GOV PROFESSIONAL DEVELOPMENT TRAINING 150
    MCRSD - HOPE COLLEGE AND CAREER ACADEMY
    6401 S 16TH ST
    PHOENIX,AZ85042
      GOV PROFESSIONAL DEVELOPMENT TRAINING 30
    NADABURG UNIFIED SCHOOL DISTRICT
    8802 W MCDOWELL
    PHOENIX,AZ85037
      GOV PROFESSIONAL DEVELOPMENT TRAINING 30
    PALO VERDE HIGH MAGNET SCHOOL - TUCSON UNIFIED SCHOOL DISTRICT
    1302 S AVENIDA VEGA
    TUCSON,AZ85710
      GOV PROFESSIONAL DEVELOPMENT TRAINING 60
    ROUND VALLEY UNIFIED SCHOOL DISTRICT
    940 E MARICOPA DR
    SPRINGERVILLE,AZ85938
      GOV PROFESSIONAL DEVELOPMENT TRAINING 30
    SAFFORD UNIFIED SCHOOL DISTRICT
    734 W 11TH ST
    SAFFORD,AZ85546
      GOV PROFESSIONAL DEVELOPMENT TRAINING 180
    SALT RIVER ELEMENTARY SCHOOL
    11562 E HIGHLAND AVE
    SCOTTSDALE,AZ85256
      GOV PROFESSIONAL DEVELOPMENT TRAINING 60
    SCOTTSDALE UNIFIED SCHOOL DISTRICT
    8500 E JACKRABBIT RD
    SCOTTSDALE,AZ85250
      GOV PROFESSIONAL DEVELOPMENT TRAINING 180
    SILVER VALLEY ELEMENTARY SCHOOL
    9737 E TOLEDO
    MESA,AZ85212
      GOV PROFESSIONAL DEVELOPMENT TRAINING 60
    ARIZONA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN
    23914 S ALMA SCHOOOL RD
    CHANDLER,AZ85248
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    ASU GAMMAGE - TEACHING ARTIST PROGRAM
    PO BOX 870105
    TEMPE,AZ85287
      PC PROFESSIONAL DEVELOPMENT TRAINING 240
    CASAS CHRISTIAN SCHOOL
    10801 N LA CHOLLA BLVD
    TUCSON,AZ85742
      PC PROFESSIONAL DEVELOPMENT TRAINING 60
    CHAPARRAL CHRISTIAN PRESCHOOL AND KINDERGARTEN
    6451 E SHEA BLVD
    SCOTTSDALE,AZ85254
      PC PROFESSIONAL DEVELOPMENT TRAINING 390
    CHRIST LUTHERAN SCHOOL
    3901 E INDIAN SCHOOL RD
    PHOENIX,AZ85018
      PC PROFESSIONAL DEVELOPMENT TRAINING 90
    CREO SCHOOL MONTESSORI COMMUNITY
    1475 S HIGLEY RD
    GILBERT,AZ85296
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    DESERT DAWN PRESCHOOL
    15815 N 40TH ST
    PHOENIX,AZ85032
      PC PROFESSIONAL DEVELOPMENT TRAINING 60
    DESERT SPRINGS CHRISTIAN PRESCHOOL
    16215 N TATUM BLVD
    PHOENIX,AZ85032
      PC PROFESSIONAL DEVELOPMENT TRAINING 120
    DIOCESE OF PHOENIX SCHOOLS
    400 E MONROE ST
    PHOENIX,AZ85004
      PC PROFESSIONAL DEVELOPMENT TRAINING 570
    INTERNATIONAL SCHOOL OF AZ
    9522 E SAN SALVADOR DR
    SCOTTSDALE,AZ85258
      PC PROFESSIONAL DEVELOPMENT TRAINING 60
    LEAS CAROUSEL LEARNING CENTER
    14011 N 51ST AVE
    GLENDALE,AZ85306
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT
    2411 W 14TH ST
    TEMPE,AZ85281
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    MONTESSORI INTERNATIONAL SCHOOL
    1230 N GILBERT RD
    MESA,AZ85203
      PC PROFESSIONAL DEVELOPMENT TRAINING 180
    PARADISE VALLEY CMTY COLLEGE - EARLY CHILDHOOD DEVELOPMENT DEPT
    18401 N 32ND ST
    PHOENIX,AZ85032
      PC PROFESSIONAL DEVELOPMENT TRAINING 600
    PHOENIX RESCUE MISSION CHANGING LIVES CENTER
    338 N 15TH AVE
    PHOENIX,AZ85007
      PC PROFESSIONAL DEVELOPMENT TRAINING 60
    PRECIOUS STONES SCHOOL
    390 DRY CREEK RD
    SEDONA,AZ86336
      PC PROFESSIONAL DEVELOPMENT TRAINING 330
    PVCS
    6239 E BELL RD
    SCOTTSDALE,AZ85254
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    SOLEL PRESCHOOL
    6805 E MCDONALD DR
    PARADISE VALLEY,AZ85253
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    ST MARK LUTHERAN PRESCHOOL
    3030 E THUNDERBIRD RD
    PHOENIX,AZ85032
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    TEMPLE KOL AMI EARLY CHILDHOOD CENTER
    15030 N 64TH STREET
    SCOTTSDALE,AZ85254
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    IMAGINE SCHOOLS OF ARIZONA
    18052 N BLACK CYN HWY
    PHOENIX,AZ85053
      PC PROFESSIONAL DEVELOPMENT TRAINING 60
    ARIZONA SCHOOL FOR THE ARTS
    1410 N 3RD ST
    PHOENIX,AZ85004
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    CALIBRE ACADEMY
    15688 W ACOMA RD
    SURPRISE,AZ85379
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    EDUPRIZE SCHOOLS
    580 W MELODY AVE
    GILBERT,AZ85233
      PC PROFESSIONAL DEVELOPMENT TRAINING 90
    GREAT HEARTS ACADEMIES AZ
    4525 E BASELINE ROAD
    GILBERT,AZ85234
      PC PROFESSIONAL DEVELOPMENT TRAINING 765
    ODYSSEY PREPARATORY ACADEMIES
    17532 W HARRISON ST
    GOODYEAR,AZ85338
      PC PROFESSIONAL DEVELOPMENT TRAINING 120
    SELF DEVELOPMENT CHARTER SCHOOL
    1709 N GREENFIELD RD
    MESA,AZ85205
      PC PROFESSIONAL DEVELOPMENT TRAINING 60
    SEQUOIAEDKEY SCHOOLS OF AZ
    1460 SOUTH HORNE
    MESA,AZ85204
      PC PROFESSIONAL DEVELOPMENT TRAINING 60
    CRADLEBOARD ELEMENTARY SCHOOL -WHITERIVER UNIFIED DISTRICT
    7301 N POWERLINE RD
    WHITERIVER,AZ85941
      GOV PROFESSIONAL DEVELOPMENT TRAINING 60
    CLOVIS UNIFIED SCHOOL DISTRICT
    1450 HERNDON AVE
    CLOVIS,CA93611
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    IRVINE UNIFIED SCHOOL DISTRICT
    5050 BARRANCA PARKWAY
    IRVINE,CA92604
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    LAKE ELSINORE UNIFIED SCHOOL DISTRICT
    545 CHANEY STREET
    LAKE ELSINORE,CA92530
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    MARINA VISTA ELEMENTARY SCHOOL- PITTSBURG UNIFIED SCHOOL DISTRICT
    50 E 8TH STREET
    PITTSBURG,CA94565
      GOV VIRTUAL FIELD TRIP ACCESS 400
    MORONGO UNIFIED SCHOOL DISTRICT
    5715 UTAH TRAIL
    TWENTYNINE PALMS,CA92277
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    NOLL CENTER
    4700 CALAVERAS AVE
    FREMONT,CA94538
      GOV VIRTUAL FIELD TRIP ACCESS 360
    POWAY UNIFIED SCHOOL DISTRICT
    15250 AVENUE OF SCIENCE
    SAN DIEGO,CA92128
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    SAN DIEGO UNIFIED SCHOOL DISTRICT
    4100 NORMAL ST
    SAN DIEGO,CA92103
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    STEVENSON ELEMENTARY SCHOOL
    750 SAN PIERRE WAY
    MOUNTAIN VIEW,CA94043
      GOV VIRTUAL FIELD TRIP ACCESS 296
    STOCKTON UNIFIED SCHOOL DISTRICT
    701 N MADISON STREET
    STOCKTON,CA95202
      GOV VIRTUAL FIELD TRIP ACCESS 1,800
    EVETTE MINNS HOMESCHOOL
    1199 PACIFIC HIGHWAY 301
    SAN DIEGO,CA92101
      PC VIRTUAL FIELD TRIP ACCESS 24
    LOS ANGELES UNIFIED DISTRICT
    333 SOUTH BEAUDRY AVENUE
    LOS ANGELES,CA90017
      GOV PROFESSIONAL DEVELOPMENT TRAINING 120
    MORENO VALLEY - CREATIVE BRAIN
    12125 DAY STREET UNIT U250A
    MORENO VALLEY,CA92557
      PC PROFESSIONAL DEVELOPMENT TRAINING 60
    ASPEN CROSSING ELEMENTARY SCHOOL - CHERRY CREEK UNIFIED SCHOOL DISTRICT
    4655 S HIMALAYA
    AURORA,CO80015
      GOV VIRTUAL FIELD TRIP ACCESS 600
    AURORA PUBLIC SCHOOLS
    15751 1ST AVENUE
    AURORA,CO80011
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    BELLA ROMERO ACADEMY OF APPLIED TECHNOLOGY
    1400 E 20TH ST
    GREELEY,CO80631
      GOV VIRTUAL FIELD TRIP ACCESS 200
    DOUGLAS COUNTY SCHOOL DISTRICT E-LEARNING
    620 WILCOX ST
    CASTLE ROCK,CO80104
      GOV VIRTUAL FIELD TRIP ACCESS 200
    GUNNISON WATERSHED SCHOOL DISTRICT
    800 NORTH BOULEVARD
    GUNNISON,CO81230
      GOV VIRTUAL FIELD TRIP ACCESS 1,200
    HARRISON SCHOOL DISTRICT
    1060 HARRISON ROAD
    COLORADO SPRINGS,CO80905
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    JEFFERSON COUNTY SCHOOL DISTRICT
    1829 DENVER WEST DRIVE
    GOLDEN,CO80401
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    UNIVERSITY OF COLORADO BOULDER
    552 UCB
    BOULDER,CO80309
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    LEGACY ACADEMY - ELIZABETH SCHOOL DISTRICT
    1975 LEGACY CIR
    ELIZABETH,CO80107
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    BROOKSIDE ELEMENTARY SCHOOL - NORWALK PUBLIC SCHOOLS
    382 HIGHLAND AVENUE
    NORWALK,CT06854
      GOV VIRTUAL FIELD TRIP ACCESS 600
    YOUTH CHOIR SWAZILAND
    PO BOX 56456
    JACKSONVILLE,FL32241
      PC MUSEUM ADMISSION 91
    DUVAL COUNTY PUBLIC SCHOOLS
    2924 KNIGHTS LANE
    JACKSONVILLE,FL32216
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    EGRET LAKE ELEMENTARY SCHOOL - PALM BEACH COUNTY SCHOOLS
    5115 47TH PL N
    WEST PALM BEACH,FL33417
      GOV VIRTUAL FIELD TRIP ACCESS 600
    MORNINGSIDE K-8 ACADEMY
    6620 NE 5TH AVENUE
    MIAMI,FL33138
      GOV VIRTUAL FIELD TRIP ACCESS 400
    SLEEPY HILL ELEMENTARY SCHOOL - POLK COUNTY SCHOOLS
    2285 SLEEPY HILL ROAD
    LAKELAND,FL33810
      GOV VIRTUAL FIELD TRIP ACCESS 600
    ATLANTA PUBLIC SCHOOL DISTRICT
    130 TRINITY AVENUE
    ATLANTA,GA30303
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    CHICKAMAUGA CITY SCHOOLS
    402 COVE ROAD
    CHICKAMAUGA,GA30707
      GOV VIRTUAL FIELD TRIP ACCESS 1,800
    GRADY COUNTY SCHOOL DISTRICT
    122 N BROAD ST
    CAIRO,GA39828
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    WASHINGTON COUNTY SCHOOL DISTRICT
    501 INDUSTRIAL DR
    SANDERSVLLLE,GA31082
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    THE SCHENCK SCHOOL
    282 MT PARAN RD NW
    ATLANTA,GA30327
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    AURORA WEST UNIFIED SCHOOL DISTRICT
    1877 W DOWNER PLACE
    AURORA,IL60506
      GOV VIRTUAL FIELD TRIP ACCESS 1,000
    JEFFERSON MIDDLE SCHOOL
    3001 S ALLIS STREET
    SPRINGFIELD,IL62703
      GOV VIRTUAL FIELD TRIP ACCESS 100
    FORT WAYNE COMMUNITY SCHOOLS
    1200 S CLINTON STREET
    FORT WAYNE,IN46802
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    GRIMMER MIDDLE SCHOOL
    225 W 77TH AVENUE
    SCHERERVILLE,IN46375
      GOV VIRTUAL FIELD TRIP ACCESS 400
    PINCKNEY ELEMENTARY SCHOOL
    810 W 6TH ST
    LAWRENCE,KS66044
      GOV VIRTUAL FIELD TRIP ACCESS 1,200
    BRECKINRIDGE-FRANKLIN ELEMENTARY SCHOOL - JEFFERSON COUNTY PUBLIC SCHOOLS
    1351 PAYNE STREET
    LOUISVILLE,KY40206
      GOV VIRTUAL FIELD TRIP ACCESS 400
    ROWAN COUNTY PUBLIC SCHOOL DISTRICT
    415 WEST SUN STREET
    MOREHEAD,KY40351
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    LAWRENCE D CROCKER COLLEGE PREP
    2301 MARENGO
    NEW ORLEANS,LA70115
      GOV VIRTUAL FIELD TRIP ACCESS 400
    J FRANK DENT ELEMENTARY SCHOOL
    2700 CORNING AVE
    TEMPLE HILLS,MD20748
      GOV PROFESSIONAL DEVELOPMENT TRAINING 30
    ORONO HIGH SCHOOL
    14 GOODRIDGE DRIVE
    ORONO,ME04473
      GOV VIRTUAL FIELD TRIP ACCESS 400
    BLOOMFIELD HILLS SCHOOLS
    7273 WING LAKE ROAD
    BLOOMFIELD HILLS,MI48301
      GOV VIRTUAL FIELD TRIP ACCESS 2,000
    BRITTON DEERFIELD SCHOOLS
    201 COLLEGE AVE
    BRITTON,MI49229
      GOV VIRTUAL FIELD TRIP ACCESS 1,200
    EDEN PRAIRIE SCHOOL DISTRICT
    8100 SCHOOL ROAD
    EDEN PRAIRIE,MN55344
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    EDINA PUBLIC SCHOOL DISTRICT
    5701 NORMANDALE ROAD
    EDINA,MN55424
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    HOPKINS PUBLIC SCHOOLS
    1001 HIGHWAY 7
    HOPKINS,MN55305
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    LEWISTON-ALTURA PUBLIC SCHOOL DISTRICT
    100 COUNTY ROAD 25
    LEWISTON,MN55952
      GOV VIRTUAL FIELD TRIP ACCESS 1,800
    MARSHALL PUBLIC SCHOOLS
    410 SOUTH SARATOGA
    MARSHALL,MN56258
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    RED LAKE PUBLIC SCHOOL DISTRICT
    23990 HWY 1 E
    REDLAKE,MN56671
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    ROUND LAKE-BREWSTER PUBLIC SCHOOLS
    915 4TH AVENUE
    BREWSTER,MN56119
      GOV VIRTUAL FIELD TRIP ACCESS 1,200
    SARTELL-ST STEPHEN SCHOOL DISTRICT
    212 THIRD AVENUE NORTH
    SARTELL,MN56377
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    ST PAUL PUBLIC SCHOOLS
    600 WEIR DRIVE
    WOODBURY,MN55125
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    KALEIDOSCOPE CHARTER SCHOOLS
    7525 KALLAND AVENUE NE
    OSTEGO,MN55301
      PC VIRTUAL FIELD TRIP ACCESS 1,800
    HOUSE SPRINGS ELEMENTARY SCHOOL - NORTHWEST R-1 SCHOOL DISTRICT
    4380 GRAVOIS ROAD
    HOUSE SPRINGS,MO63051
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    ELYSIAN SCHOOL
    6416 ELYSIAN ROAD
    BILLINGS,MT59101
      GOV VIRTUAL FIELD TRIP ACCESS 1,200
    DILLARD DRIVE MAGNET MIDDLE SCHOOL - WAKE COUNTY PUBLIC SCHOOL SYSTEM
    5200 DILLARD DRIVE
    RALEIGH,NC27606
      GOV VIRTUAL FIELD TRIP ACCESS 600
    STARMOUNT ACADEMY OF EXCELLENCE- CHARLOTTE-MECKLENBURG SCHOOLS
    1600 BROOKDALE AVENUE
    CHARLOTTE,NC28209
      GOV VIRTUAL FIELD TRIP ACCESS 400
    DIVIDE COUNTY DISTRICT
    106 1ST STREET NE
    CROSBY,ND58730
      GOV VIRTUAL FIELD TRIP ACCESS 1,200
    LAKOTA PUBLIC SCHOOLS
    500 MAIN STREET NORTH
    LAKOTA,ND58344
      GOV VIRTUAL FIELD TRIP ACCESS 1,200
    SWEET BRIAR SCHOOL
    4060 COUNTY ROAD 83
    MANDAN,ND58554
      GOV VIRTUAL FIELD TRIP ACCESS 600
    ZEELAND PUBLIC SCHOOL DISTRICT
    510 S MAIN STREET
    ZEELAND,ND58581
      GOV VIRTUAL FIELD TRIP ACCESS 1,200
    ST JOHN PAUL II CATHOLIC SCHOOLS
    5600 25TH STREET SOUTH
    FARGO,ND58104
      PC VIRTUAL FIELD TRIP ACCESS 3,000
    MILFORD MIDDLE SCHOOL
    33 OSGOOD ROAD
    MILFORD,NH03055
      GOV VIRTUAL FIELD TRIP ACCESS 150
    PRINCETON PUBLIC SCHOOLS
    25 VALLEY ROAD
    PRINCETON,NJ08540
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    CRAMER HILL ELEMENTARY SCHOOL - MASTERY SCHOOLS OF CAMDEN
    1001 N 17TH ST
    CAMDEN,NJ08105
      PC VIRTUAL FIELD TRIP ACCESS 600
    CUMBERLAND COUNTY CHARTER SCHOOLS
    1101 WHEATON AVENUE
    MILLVILLE,NJ08332
      PC VIRTUAL FIELD TRIP ACCESS 1,800
    ASPEN COMMUNITY SCHOOL - SANTA FE PUBLIC SCHOOLS
    450 LA MADERA STREET
    SANTA FE,NM87501
      GOV VIRTUAL FIELD TRIP ACCESS 400
    JEMEZ VALLEY PUBLIC SCHOOLS
    8501 HIGHWAY 4
    JEMEZ PUEBLO,NM87024
      GOV VIRTUAL FIELD TRIP ACCESS 1,800
    ROSWELL INDEPENDENT SCHOOL DISTRICT
    200 W CHISUM - CREATIVE LEARNING
    CENTER
    ROSWELL,NM88203
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    TAOS MUNICIPAL SCHOOLS
    310 CAMINO DE LA PLACITA
    TAOS,NM87571
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    EAST MEADOW SCHOOL DISTRICT
    718 THE PLAIN RD
    WESTBURY,NY11590
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    FALLSBURG JR SR HIGH SCHOOL
    115 BRICKMAN ROAD
    FALLSBURG,NY12733
      GOV VIRTUAL FIELD TRIP ACCESS 200
    HIGHLAND ELEMENTARY SCHOOL - HIGHLAND CENTRAL SCHOOL DISTRICT
    16 LOCKHART LANE
    HIGHLAND,NY12528
      GOV VIRTUAL FIELD TRIP ACCESS 600
    LAKEVILLE ELEMENTARY SCHOOL
    47-27 JAYSON AVENUE
    GREAT NECK,NY11021
      GOV VIRTUAL FIELD TRIP ACCESS 200
    NORTH ROSE WOLCOTT CENTRAL SCHOOL DISTRICT
    11631 SALTER-COLVIN ROAD
    WOLCOTT,NY14590
      GOV VIRTUAL FIELD TRIP ACCESS 1,800
    VALLEY STREAM UNION FREE SD #13
    585 N CORONA AVENUE
    VALLEY STREAM,NY11580
      GOV VIRTUAL FIELD TRIP ACCESS 800
    NEW YORK UNIVERSITY
    70 WASHINGTON SQUARE SOUTH
    NEW YORK,NY10012
      PC PROFESSIONAL DEVELOPMENT TRAINING 30
    COLUMBUS CITY SCHOOL DISTRICT
    546 JACK GIBBS BLVD
    COLUMBUS,OH43215
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    MAYSVILLE LOCAL SCHOOL DISTRICT
    3715 PANTHER DRIVE
    ZANESVILLE,OH43701
      GOV VIRTUAL FIELD TRIP ACCESS 1,000
    MONTGOMERY COUNTY LEARNING CENTER - MONTGOMERY COUNTY EDUCATIONAL SERVICES
    3500 KETTERING BLVD
    MORAINE,OH45439
      GOV VIRTUAL FIELD TRIP ACCESS 400
    MARY GOLDA ROSS MIDDLE SCHOOL
    2601 S VILLA
    OKLAHOMA CITY,OK73108
      GOV VIRTUAL FIELD TRIP ACCESS 200
    WATTS PUBLIC SCHOOLS
    616 6TH STREET
    WATTS,OK74964
      GOV VIRTUAL FIELD TRIP ACCESS 1,200
    BOOTHWYN ELEMENTARY SCHOOL - CHICHESTER SCHOOL DISTRICT
    2128 BLUEBALL AVE
    BOOTHWYN,PA19061
      GOV VIRTUAL FIELD TRIP ACCESS 400
    CONEMAUGH TOWNSHIP AREA SCHOOL DISTRICT
    300 W CAMPUS AVE
    DAVIDSVILLE,PA15928
      GOV VIRTUAL FIELD TRIP ACCESS 1,200
    LAMPETER-STRASBURG SCHOOL DISTRICT
    1600 BOOK RD
    LAMPETER,PA17537
      GOV VIRTUAL FIELD TRIP ACCESS 1,200
    MASTERY CHARTER SMEDLEY ELEMENTARY SCHOOL
    1790 BRIDGE STREET
    PHILADELPHIA,PA19124
      PC VIRTUAL FIELD TRIP ACCESS 18
    CHEROKEE COUNTY VIRTUAL ACADEMY
    141 TWIN LAKE ROAD
    GAFFNEY,SC29341
      GOV VIRTUAL FIELD TRIP ACCESS 600
    HARDEEVILLE-RIDGELAND MIDDLE SCHOOL
    150 HURRICANE ALLEY
    HARDEEVILLE,SC29927
      GOV VIRTUAL FIELD TRIP ACCESS 200
    PICKENS COUNTY SCHOOL DISTRICT
    1348 GRIFFIN MILL ROAD
    EASLEY,SC29640
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    DEUBROOK AREA SCHOOL DISTRICT
    100 SCHOOL AVENUE
    WHITE,SD57276
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    DICKENSON PUBLIC SCHOOLS
    444 4TH STREET WEST
    DICKENSON,SD58601
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    NEW UNDERWOOD SCHOOL DISTRICT
    300 E ASH ST
    NEW UNDERWOOD,SD57761
      GOV VIRTUAL FIELD TRIP ACCESS 1,800
    SARGENT CENTRAL PUBLIC SCHOOL
    575 5TH STREET SW
    FORMAN,SD58032
      GOV VIRTUAL FIELD TRIP ACCESS 320
    SIOUX FALLS SCHOOL DISTRICT
    201 E 38TH ST
    SIOUX FALLS,SD57105
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    WARNER SCHOOL DISTRICT
    110 1ST AVENUE
    WARNER,SD57479
      GOV VIRTUAL FIELD TRIP ACCESS 600
    WOLSEY WESSINGTON SCHOOL DISTRICT
    375 ASH ST SE
    WOLSEY,SD57384
      GOV VIRTUAL FIELD TRIP ACCESS 600
    EAST JUNIOR HIGH SCHOOL
    400 LEECH DR
    SOMERVILLE,TN38068
      GOV VIRTUAL FIELD TRIP ACCESS 200
    POLK COUNTY SCHOOLS
    131 STEPHENS ST
    BENTON,TN37307
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    AMARILLO INDEPENDENT SCHOOL DISTRICT
    7200 W INTERSTATE 40
    AMARILLO,TX79106
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    BIG SPRING INDEPENDENT SCHOOL DISTRICT
    708 EAST 11TH PLACE
    BIG SPRING,TX79720
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    BRONTE ELEMENTARY SCHOOL
    PO BOX 670
    BRONTE,TX76933
      GOV VIRTUAL FIELD TRIP ACCESS 600
    BROWNSVILLE INDEPENDENT SCHOOL DISTRICT
    1900 PRICE ROAD
    BROWNSVILLE,TX78521
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    CALALLEN INDEPENDENT SCHOOL DISTRICT
    4205 WILDCAT DR
    CORPUS CHRISTI,TX78410
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    COMAL INDEPENDENT SCHOOL DISTRICT
    1404 N INTERSTATE 35
    NEW BRAUNFELS,TX78130
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    CORSICANA INDEPENDENT SCHOOL DISTRICT
    2200 W 4TH AVENUE
    CORSICANA,TX75110
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    DEZEVALA MIDDLE SCHOOL - PASADENA INDEPENDENT SCHOOL DISTRICT
    101 E JACKSON AVENUE
    PASADENA,TX77506
      GOV VIRTUAL FIELD TRIP ACCESS 320
    DON JETER ELEMENTARY SCHOOL - ALVIN INDEPENDENT SCHOOL DISTRICT
    2455 COUNTY ROAD 58
    MANVEL,TX77583
      GOV VIRTUAL FIELD TRIP ACCESS 600
    FORT BEND INDEPENDENT SCHOOL DISTRICT
    16431 LEXINGTON BOULEVARD
    SUGAR LAND,TX77479
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    GAINESVILLE INDEPENDENT SCHOOL DISTRICT
    800 S MORRIS STREET
    GAINESVILLE,TX76240
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    NORTH SHORE ELEMENTARY SCHOOL
    14310 DUNCANNON
    HOUSTOH,TX77015
      GOV VIRTUAL FIELD TRIP ACCESS 600
    PLANO INDEPENDENT SCHOOL DISTRICT
    2700 WEST 15TH STREET
    PLANO,TX75075
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    SAN ANTONIO INDEPENDENT SCHOOL DISTRICT
    141 LAVACA STREET
    SAN ANTONIO,TX78210
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    STONEGATE ELEMENTARY SCHOOL - HURST-EULESS-BEDFORD INDEPENDENT SCHOOL DISTR
    900 BEDFORD RD
    BEDFORD,TX76022
      GOV VIRTUAL FIELD TRIP ACCESS 400
    GREAT HEARTS ACADEMIES TX
    824 BROADWAY STREET SUITE 101
    SAN ANTONIO,TX78215
      PC VIRTUAL FIELD TRIP ACCESS 3,000
    SALT LAKE CITY SCHOOL DISTRICT
    440 E 100TH ST
    SALT LAKE CITY,UT84111
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    CASCADE SCHOOL DISTRICT
    330 EVANS ST
    LEVSENWORTH,WA98826
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    COVINGTON ELEMENTARY SCHOOL - KENT PUBLIC SCHOOLS
    25811 156TH AVENUE SE
    COVINGTON,WA98042
      GOV VIRTUAL FIELD TRIP ACCESS 600
    GEORGE T DANIEL ELEMENTARY SCHOOL
    11310 SE 248TH ST
    KENT,WA98030
      GOV VIRTUAL FIELD TRIP ACCESS 600
    GREEN MOUNTAIN SCHOOL DISTRICT
    13105 NE GRINNELL ROAD
    WOODLAND,WA98674
      GOV VIRTUAL FIELD TRIP ACCESS 600
    MARY WALKER SCHOOL DISTRICT
    500 N 4TH STREET
    SPRINGDALE,WA99173
      GOV VIRTUAL FIELD TRIP ACCESS 600
    PUYALLUP SCHOOL DISTRICT
    302 2ND STREET SE
    PUYALLUP,WA98372
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    SEQUIM SCHOOL DISTRICT
    503 N SEQUIM AVENUE
    SEQUIM,WA98382
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    TACOMA SCHOOL DISTRICT
    601 S 8TH
    TACOMA,WA98401
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    DC EVEREST AREA SCHOOL DISTRICT
    6300 ALDERSON STREET
    WESTON,WI54476
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    DESOTO SCHOOL DISTRICT
    615 MAIN STREET
    DESOTO,WI54624
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    EAST TROY COMMUNITY SCHOOL DISTRICT
    2040 BEULAH AVENUE
    EAST TROY,WI53120
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    RICHLAND SCHOOL DISTRICT
    1996 US-14 W
    RICHLAND CENTER,WI53581
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    ROANE COUNTY SCHOOLS
    813 CAPITOL STREET
    SPENCER,WV25276
      GOV VIRTUAL FIELD TRIP ACCESS 3,000
    AFFLERBACH ELEMENTARY SCHOOL - LARAMIE COUNTY SCHOOL DISTRICT 1
    400 W WALLICK ROAD
    CHEYENNE,WY82007
      GOV VIRTUAL FIELD TRIP ACCESS 400
    RONALD MCDONALD HOUSE CHARITIES
    1011 UNIVERSITY DRIVE
      SASKATOON  
    CA
      PC VIRTUAL FIELD TRIP ACCESS 60
    Total .................................bullet 3a 478,411
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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         1,253,259
    bMUSIC THEATER         818,877
    cOTHER PROGRAM REVENUE         26,499
    dMEMBERSHIPS         189,668
    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....     14 707,232  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 532000 -63,819      
    6 Net rental income or (loss) from personal property 532000 -73,160      
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -1,211,814  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory     18 261,866  
    11 Other revenue:
    aCATERING
    722320        
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -136,979 -242,716 2,288,303
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,908,608
    (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
    1D ACCESS TO THE MUSEUM'S EXHIBITS
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    VIRGINIA G PIPER CHARITABLE TRUST
     
    1202 EAST MISSOURI AVENUE
     
    PHOENIX, AZ850142912

    $ 150,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    BURKE FAMILY FOUNDATION
     
    7114 E STETSON DR SUITE 400
     
    SCOTTSDALE, AZ85251

    $ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    INC PNC FINANCIAL SERVICES GROUP
     
    2801 E CAMELBACK RD SUITE 200
     
    PHOENIX, AZ85016

    $ 100,000


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

    $ 84,774


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    SANDERSON LINCOLN
    2121 W BELL RD
     
    PHOENIX, AZ85023

    $ 70,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    ARIZONA COMMISSION ON THE ARTS
     
    417 WEST ROOSEVELT STREET
     
    PHOENIX, AZ850031326

    $ 65,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    JUDITH PELHAM
    4725 E MAYO BLVD
     
    PHOENIX, AZ85050

    $ 60,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    CURTIS ULRICH
    4725 E MAYO BLVD
     
    PHOENIX, AZ85050

    $ 50,707


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
    APS
     
    400 N 5TH ST
     
    PHOENIX, AZ85004

    $ 30,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
    THOMAS GRANFIELD
    12602 N 68TH PL
     
    SCOTTSDALE, AZ85254

    $ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
    BEVERLY GROSSMAN
    4949 E LINCOLN DR 29
     
    PARADISE VALLEY, AZ85253

    $ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    12
    ARIZONA COMMUNITY FOUNDATION
     
    2201 E CAMELBACK ROAD SUITE 405B
     
    PHOENIX, AZ85016

    $ 35,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    JOHN MANGELS
    10125 N 78TH PL
     
    SCOTTSDALE, AZ85258

    $ 35,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    14
    LARRY POLHILL
    5454 N 93RD AVE
     
    GLENDALE, AZ85305

    $ 35,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    15
    KPMG LLP
     
    60 E RIO SALADO PKWY STE 800
     
    TEMPE, AZ852819125

    $ 32,990


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    16
    FIDELITY BROKERAGE SERVICES LLC
     
    15445 N SCOTTSDALE RD
     
    SCOTTSDALE, AZ85254

    $ 26,350


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    17
    BOB WESTON
    4725 E MAYO BLVD
     
    PHOENIX, AZ85050

    $ 25,628


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    18
    E AND B E PRIVATE FOUNDATION
     
    9290 E THOMPSON PEAK PKWY 480
     
    SCOTTSDALE, AZ85255

    $ 25,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    MARY SAUSER
    39794 N 106TH PL
     
    SCOTTSDALE, AZ85262

    $ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    20
    SNELL & WILMER LLP
     
    400 E VAN BUREN ST SUITE 1900
     
    PHOENIX, AZ850042509

    $ 12,500


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    21
    NA MUFG UNION BANK
     
    1101 W WASHINGTON ST 3RD FLOOR
     
    TEMPE, AZ85281

    $ 20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    22
    PETSMART INC
     
    19601 NORTH 27TH AVENUE
     
    PHOENIX, AZ85027

    $ 20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    23
    DAVID DIVINE
    10035 E SANTA CATALINA DR
     
    SCOTTSDALE, AZ85255

    $ 17,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    24
    LORRAINE CALBOW
    2051 E OXFORD DR
     
    TEMPE, AZ85283

    $ 15,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    CHRISTINE LINDLEY
    200 W PORTLAND ST UNIT 712
     
    PHOENIX, AZ85003

    $ 11,262


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    26
    ELIZABETH MERCHANT
    4650 N CENTRAL AVE UNIT 474
     
    PHOENIX, AZ850121094

    $ 10,210


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    27
    JAN WOOD
    11788 N 80TH PL
     
    SCOTTSDALE, AZ85260

    $ 10,150


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    28
    FORREST 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
    JOE BRENNAN
    23005 N 74TH ST UNIT 1415
     
    SCOTTSDALE, AZ852557509

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    30
    GARY K AND JEANNE L HERBERGER TRUST
     
    4725 E MAYO BLVD
     
    PHOENIX, AZ85050

    $ 10,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    HAO AND MICHELLE WANG FOUNDATION
     
    7917 E SOFTWIND DR
     
    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
    32
    CYNTHIA SHEVLIN
    23005 N 74TH ST UNIT 1315
     
    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
    33
    JEFFREY HEIMER
    3412 E STANFORD DR
     
    PARADISE VALLEY, AZ85253

    $ 8,895


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    34
    SCOTTSDALE ARTS
     
    7380 E SECOND ST
     
    SCOTTSDALE, AZ85251

    $ 7,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    35
    STEVEN ASHBY
    7500 E MCCORMICK PKWY UNIT 45
     
    SCOTTSDALE, AZ85258

    $ 6,500


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    36
    SUZANNE HANIOTIS
    7373 E DOUBLETREE RANCH RD STE B-20
     
    SCOTTSDALE, AZ85258

    $ 6,250


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    RON & LINDA JONES FAMILY FOUNDATION
     
    20701 N SCOTTSDALE RD STE107-608
     
    SCOTTSDALE, AZ85255

    $ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    38
    BARRY SCHNUR
    4810 E ANDORA DR
     
    SCOTTSDALE, AZ85254

    $ 5,870


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    39
    APRIL SALOMON
    4725 E MAYO BLVD
     
    PHOENIX, AZ85050

    $ 5,763


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    40
    MANUEL JORDN
    4725 E MAYO BLVD
     
    PHOENIX, AZ85050

    $ 5,726


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    41
    FRANCES EMERSON
    11536 E SALERO DR
     
    SCOTTSDALE, AZ85262

    $ 5,453


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    42
    PIERCE FENNER & SMITH INC MERRILL LYNCH
     
    2555 E CAMELBACK RD SUITE 900
     
    PHOENIX, AZ85016

    $ 5,250


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    JOE CHAN
    10031 N 107TH AVE
     
    SUN CITY, AZ853514370

    $ 5,100


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    44
    BABETTE BURNS
    5436 E ORCHID LN
     
    PARADISE VALLEY, AZ85253

    $ 5,050


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    45
    ROBERT LEVITAN
    30600 N PIMA RD UNIT 46
     
    SCOTTSDALE, AZ85266

    $ 5,020


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    46
    STACIA ANDERSEN
    2869 E CASHMAN DR
     
    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
    47
    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
    48
    CHARLES CASE
    34522 N SCOTTSDALE RD STE D8 BOX 60
     
    SCOTTSDALE, AZ85266

    $ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    CKKO FOUNDATION
     
    10107 E CINDER CONE TRL
     
    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
    50
    CHARLES DUBROFF
    9616 E AW TILLINGHAST RD
     
    SCOTTSDALE, AZ852622972

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    51
    THOMAS HOULIHAN
    5612 E CALLE CAMELIA
     
    PHOENIX, AZ85018

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    52
    CLIFFORD JONES
    11428 E SALERO 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
    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
    54
    ROBERT LORENZEN
    3333 E CAMINO SIN NOMBRE
     
    PARADISE VALLEY, AZ85253

    $ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    MATTHEW LUGER
    4701 E LE MARCHE AVE
     
    PHOENIX, AZ85032

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    56
    KRISTY MOORE
    7500 E MCCORMICK PKWY 16
     
    SCOTTSDALE, AZ85258

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    57
    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
    58
    PATRICIA ROLFE
     
    20209 N SONNET DR
     
    SUN CITY WEST, AZ85375

    $ 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
    MELANIE SEARLE
    5133 E EXETER BLVD
     
    PHOENIX, AZ85018

    $ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    61
    SANDRA WERNER
    4555 E MAYO BLVD UNIT 30101
     
    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
    62
    SCHWAB CHARITABLE FUND
     
    211 MAIN ST
     
    SAN FRANCISCO, CA94105

    $ 37,757


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    63
    THE SUSANNE AND GARY TOBEY FAMILY FOUNDATION
     
    16030 VENTURA BLVD 380
     
    ENCINO, CA91436

    $ 20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    64
    THE MOCA FOUNDATION
     
    7500 MONTEREY ST
     
    GILROY, CA95020

    $ 18,400


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    65
    THE SHANBROM FAMILY FOUNDATION
     
    603 W OJAI AVE SUITE B DO NOT MAIL
     
    OJAI, CA93023

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    66
    THE DENVER FOUNDATION
     
    1009 GRANT ST
     
    DENVER, CO80203

    $ 10,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    67
    KINDER MORGAN FOUNDATION
     
    370 VAN GORDON STREET DO NOT MAIL
     
    LAKEWOOD, CO77002

    $ 8,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    68
    MINDY ROSENBERG
    47 HICKORY LN
     
    WEST HARTFORD, CT06107

    $ 26,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    69
    DOUGLAS 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
    70
    OKOBOJI FOUNDATION
     
    243 W BROADWAY
     
    ARNOLDS PARK, IA51331

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    71
    GARY MAURER
    2600 N LAKEVIEW AVE APT 9-B
     
    CHICAGO, IL60614

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    72
    VANGUARD CHARITABLE ENDOWMENT PROGRAM
     
    PO BOX 55766
     
    BOSTON, MA022055766

    $ 18,500


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    73
    TODD BLACKWELL
    32 FIELDSTONE FARM RD
     
    SUDBURY, MA01776

    $ 5,600


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    74
    RANDALL SCHNEEWIND
    84 SOUTH TENTH ST 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
    75
    ROBERT ULRICH
    84 SOUTH TENTH ST 450
     
    MINNEAPOLIS, MN55403

    $ 350,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    76
    JACQUELINE BYERS
    84 SOUTH TENTH ST 450
     
    MINNEAPOLIS, MN55403

    $ 26,650


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    77
    ERIC BIEBER
    84 SOUTH TENTH ST 450
     
    MINNEAPOLIS, MN55403

    $ 10,500


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    78
    US BANK FOUNDATION
     
    US BANK FOUNDATION-GRANT PROGRAM
     
    MINNEAPOLIS, MN55402

    $ 10,250


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    79
    GAIL DORN
    84 SOUTH TENTH ST 450
     
    MINNEAPOLIS, MN55403

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    80
    MOE NOZARI
    1 OVERHILL DR
     
    SAINT PAUL, MN55127

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    81
    RUSTY & MARY JANE POEPL FOUNDATION
     
    RUSTY MARY JANE POEPL FOUNDATION
     
    SAINT PAUL, MN55118

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    82
    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
    83
    KEVIN RHEIN
    3443 OAKTON DR
     
    MINNETONKA, MN55305

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    84
    NANCY WALTERS
    1313 NE OFFSHORE CT
     
    BLUE SPRINGS, MO640141841

    $ 10,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    85
    GREATER KANSAS CITY COMMUNITY FOUNDATION
     
    1055 BROADWAY SUITE 130
     
    KANSAS CITY, MO64105

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    86
    LLC WELLS FARGO CLEARING SERVICES
     
    ONE NORTH JEFFERSON
     
    ST LOUIS, MO63103

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    87
    TD AMERITRADE CLEARING
     
    PO BOX 2226
     
    OMAHA, NE681032226

    $ 21,450


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    88
    MAMMEL FAMILY FOUNDATION
     
    8805 INDIAN HILLS DR STE 375
     
    OMAHA, NE68114

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    89
    NATIONAL FINANCIAL SERVICES LLC
     
    499 WASHINGTON BOULEVARD
     
    JERSEY CITY, NJ07310

    $ 8,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    90
    GOLDMAN SACHS PHILANTHROPY FUND
     
    PO BOX 15203
     
    ALBANY, NY122125203

    $ 13,000,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    91
    JOHN & JOAN D'ADDARIO FOUNDATION INC
     
    PO BOX 882
     
    LOCUST VALLEY, NY11560

    $ 20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    92
    GOLDMAN SACHS GIVES
     
    PO BOX 15203
     
    ALBANY, NY122125203

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    93
    JPMORGAN CHARITABLE GIVING FUND
     
    270 PARK AVENUE
     
    NEW YORK, NY100172070

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    94
    STRONG FOUNDATION
     
    6 RIDGEVIEW CIR
     
    ARMONK, NY10504

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    95
    FIDELITY CHARITABLE GIFT FUND
     
    PO BOX 770001
     
    CINCINNATI, OH452770053

    $ 75,038


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    96
    HARRY MEYER
    15532 SW PACIFIC HIGHWAY 514
     
    TIGARD, OR97224

    $ 7,351


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    97
    PAMELA HOWARD
    3928 SUNLEAF AVE
     
    MEDFORD, OR97504

    $ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    98
    VANGUARD
     
    PO BOX 1110
     
    VALLEY FORGE, PA194821110

    $ 31,250


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    99
    MARTIN GUITAR CHARITABLE FOUNDATION
     
    510 SYCAMORE ST
     
    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
    100
    THE PITTSBURGH FOUNDATION
     
    FIVE PPG PL SUITE 250
     
    PITTSBURGH, PA15222

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    101
    MEYERSON FAMILY FOUNDATIONS
     
    4441 BUENA VISTA ST
     
    DALLAS, TX75205

    $ 20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    102
    REVADA FOUNDATION
     
    208 N QUAKER LN
     
    ALEXANDRIA, VA223041819

    $ 10,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MUSICAL INSTRUMENT MUSEUM
     
    Employer identification number
    16-1743588
    Part I
    Contributors
    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
    103
    JACQUELINE ABTS
    PO BOX 148
     
    WASHINGTON, VT05675

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    104
    GARY GALL
    18250 N 32ND ST UNIT 1027
     
    PHOENIX, AZ85032

    $ 5,000


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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
    8
    100 SHARES OF UNH; 14 SHARES OF GOOG $ 50,707 2020-06-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    15
    1,000 HARDBACK BOOKS $ 17,990 2020-12-04
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    17
    VARIOUS STOCK $ 25,628 2020-10-21
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    41
    30 SHARES OF DE $ 5,453 2020-08-05
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    75
    TWO LARGE WOODEN HARPS $ 250,000 2020-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    76
    13 SHARES OF AMAZON $ 26,650 2020-02-07
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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
    96
    5 SHARES OF GOOGLE $ 7,351 2020-02-03
    (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
     
    $    
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 28,207 0 0 28,207

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    DISPOSAL OF ASSET   PURCHASED       3,327,238 COST 0 -24,702 3,302,536

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 2.9% 11/06/2022 157,577 157,577
    AIR LEASE CORPORATION CMN (AL) 104,764 104,764
    AMERICAN EXPRESS CO. 3.0% 02/22/2021 101,265 101,265
    AMERICAN EXPRESS CO. HYBRID 98,605 98,605
    AMERICAN HONDA FINANCE MTN 2.2% 06/27/2022 128,484 128,484
    AMERIPRISE FINANCIAL, INC 3.0% 03/22/2022 156,138 156,138
    APPLE INC. 2.25% 02/23/2021 USD SR LIEN NEXT CALL DT. 01 227,068 227,068
    AT&T INC HYRBID 14,384 14,384
    BANK OF AMERICA CORPORATION HYBRID 296,356 296,356
    BANK OF NEW YORK MELLON CORPOR 89,752 89,752
    BANK OF NEW YORK MELLON CORPOR MTN 1.95% 08/23/2022 232,993 232,993
    BB&T CORPORATION MTN 3.2% 09/03/2021 77,090 77,090
    CATERPILLAR FINANCIAL SERVICES MTN 1.0% 03/15/2021 152,062 152,062
    CENTERPOINT ENERGY, INC HYBRID 53,396 53,396
    CIT GROUP INC HYBRID 25,564 25,564
    CITIGROUP INC HYBRID 251,056 251,056
    CITIZENS FINANCIAL GROUP, INC 58,614 58,614
    CVS HEALTH CORP 2.125% 06/01/2021 100,769 100,769
    DAIMLER FINANCE NORTH AMERICA 2.85% 207,545 207,545
    DISCOVER FINANCIAL SERVICES 16,188 16,188
    DOMINION ENERGY INC HYBRID 26,415 26,415
    DUKE ENERGY CORPORATION HYBRID 54,852 54,852
    EMERA INCORPORATED 29,294 29,294
    ENERGY TRANSFER OPERATING LP 17,657 17,657
    GENERAL DYNAMICS CORP. 3.0% 05/11/2021 177,414 177,414
    GENERAL MOTORS COMPANY HYBRID 27,563 27,563
    GILEAD SCIENCES INC 2.55% 09/01/2020 125,614 125,614
    GMAC CAPITAL TRUST I PFD 54,100 54,100
    GOLDMAN SACHS BANK DEPOSIT (BDA) 116,317 116,317
    HERSHEY COMPANY 3.1% 05/15/2021 202,874 202,874
    HUNTINGTON BANCSHARES INCORPOR HYBRID PERPETUAL USD SER 94,129 94,129
    JOHN DEERE CAPITAL CORPORATION MTN 202,725 202,725
    JOHNSON AND JOHNSON 2.25% 03/03/2022 102,910 102,910
    KEYCORP HYBRID 27,156 27,156
    KEYCORP MTN 5.1% 03/24/2021 204,844 204,844
    M&T BANK CORPORATION CMN (MTB) 54,266 54,266
    MAGELLAN MIDSTREAM PARTNERS, L 4.25% 02/01/2021 159,225 159,225
    METLIFE, INC HYBRID PERPETUAL 72,391 72,391
    MORGAN STANLEY HYRBID 120,317 120,317
    MORGAN STANLEY PFD 776 776
    NATIONAL RURAL UTILITIES COOPE HYBRID 04/20/2046 27,957 27,957
    ORACLE CORPORATION 2.5% 05/15/2022 USD SR LIEN NEXT 231,735 231,735
    PHILIP MORRIS INTL INC 2.5% 11/02/2022 208,373 208,373
    PRIMCO INCOME FUND 2,421,067 2,421,067
    PRUDENTIAL FINANCIAL, INC HYBRID 06/15/2043 26,954 26,954
    REGIONS FINANCIAL CORPORATION HYBRID 22,896 22,896
    ROYAL BANK OF CANADA MTN 2.5% 01/19/2021 USD SR 177,123 177,123
    ROYAL BANK OF CANADA MTN 3.2% 76,119 76,119
    STARBUCKS CORP 2.7% 06/15/2022 USD SR LIEN NEXT CALL 206,610 206,610
    SYNCHRONY FINANCIAL HYBRID 16,554 16,554
    TEXAS INSTRUMENTS INC 1.85% 05/15/2022 USD SR LIEN 102,241 102,241
    THE HOME DEPOT, INC. 2.625% 06/01/2022 USD SR LIEN 77,506 77,506
    TOTAL CAPITAL INTERNATIONAL 2.75% 06/19/2021 SR LIEN 202,515 202,515
    TOYOTA MOTOR CREDIT CORP MTN 1.8% 10/07/2021 152,288 152,288
    TRANSCANDA TRUST HYBRID 79,079 79,079
    TRUIST FINANCIAL CORPORATION HYBRID 66,216 66,216
    U.S. BANCORP CMN HYBRID 20,423 20,423
    UNITEDHEALTH GROUP INC 6.0% 06/15/2021 SR LIEN M- 101,395 101,395
    US BANK NA CINCINNATI 2.65% 05/23/2022 258,569 258,569
    VOYA FINANCIAL, INC 96,392 96,392
    WALMART STORES INC 2.35% 12/15/2022 182,403 182,403
    WALT DISNEY COMPANY (THE) 1.65% 09/01/2022 359,982 359,982
    WELLS FARGO & CO HYBRID 28,409 28,409
    XILINIX INC. 3.0% 03/15/2021 27,872 27,872
    CHARLES SCHWAB CORPORATION TH HYBRID PERPETUAL 102,104 102,104
    CMS ENERGY CORPORATION HYBRID 31,289 31,289
    AMAZON.COM, INC. 2.4% 02/22/2023 USD SER WI SR LIEN 205,179 205,179
    BANK OF AMERICA CORPORATION MTN 2.503% 10/21/2022 SR LIEN 56,252 56,252
    BP CAP MARKETS AMERICA 2.75% 05/10/2023 USD SER * SR LIEN 206,434 206,434
    BRISTOL-MYERS SQUIBB CO 0.537% 11/13/2023 USD SR LIEN 100,253 100,253
    CHEVRON USA INC 0.426% 08/11/2023 USD SR LIEN 151,004 151,004
    CREDIT SUISSE NEW YORK 1.0% 05/05/2023 USD SR LIEN 254,171 254,171
    HP ENTERPRISE CO 1.45% 04/01/2024 USD SR LIEN 82,730 82,730
    LABORATORY CORPORATION OF AMER 4.0% 11/01/2023 USD SR LIEN 65,739 65,739
    MITSUBISHI UFJ FINANCIAL GROUP 3.761% 07/26/2023 USD SR LIEN 115,536 115,536
    MONDELEZ INTERNATIONAL, INC. 0.625% 07/01/2022 USD SR LIEN 141,043 141,043
    MORGAN STANLEY MTN 4.1% 05/22/2023 USD SUB LIEN 98,070 98,070
    PNC BANK, NATIONAL ASSOCIATION HYBRID 02/24/2023 USD SR LIEN CPN 02/25/20 1. 255,400 255,400
    SANTANDER UK PLC 2.1% 01/13/2023 USD SR LIEN 208,616 208,616
    SUMITOMO MITSUI FINANCIAL GROU 3.936% 10/16/2023 USD SR LIEN 115,903 115,903
    THE TORONTO-DOMINION BANK MTN 1.8% 07/13/2021 SR LIEN 335,518 335,518
    THERMO FISHER SCIENTIFIC INC. 3.0% 04/15/2023 SR LIEN 153,950 153,950
    WELLS FARGO & COMPANY 4.48% 01/16/2024 USD SER B SUB LIEN 141,592 141,592
    BANK OF NOVA SCOTIA (THE) HYBRID PERPETUAL USD SUB LIEN CPN 06/04/20 4.9% 5,432 5,432
    BP CAPITAL MARKETS P.L.C. HYBRID PERPETUAL USD SUB LIEN CPN 06/22/20 4.875% 27,920 27,920
    CAPITAL ONE FINANCIAL CORP PFD USD1.2500(5.00%) SERIES I 29,914 29,914
    CAPITAL ONE FINANCIAL CORPORAT HYBRID PERPETUAL USD SER E SUB LIEN CPN 09/01 49,733 49,733
    COMERICA INCORPORATED HYBRID PERPETUAL USD JRSUB LIEN CPN 05/26/20 5.625% 28,039 28,039
    DISCOVER FINANCIAL SERVICES HYBRID PERPETUAL USD SER D JRSUB LIEN CPN 06/22/ 5,798 5,798
    DUKE ENERGY CORPORATION PFD USD1.4375(5.75%) SERIES A 20,720 20,720
    ENBRIDGE INC. HYBRID 07/15/2080 USD SER 20-A SUB LIEN CPN 07/08/20-07/14/30 23,069 23,069
    EQUITABLE HOLDINGS, INC. HYBRID PERPETUAL USD SER B JRSUB LIEN CPN 08/11/20 31,979 31,979
    FIFTH THIRD BANCORP HYBRID PERPETUAL USD SER L JRSUB LIEN CPN 07/30/20 4.5% 53,175 53,175
    MARKEL CORPORATION HYBRID PERPETUAL USD JRSUB LIEN CPN 05/27/20 6.0% 27,781 27,781
    NEXTERA ENERGY CAPITAL HOLDING HYBRID 05/01/2079 USD JRSUB LIEN CPN 04/04/19 29,697 29,697
    PARTNERRE FINANCE B LLC HYBRID 10/01/2050 USD JRSUB LIEN CPN 09/22/20-09/30/ 26,501 26,501
    SEMPRA ENERGY HYBRID PERPETUAL USD JRSUB LIEN CPN 06/19/20 4.875% 37,766 37,766
    SOUTHERN COMPANY (THE) HYBRID 01/15/2051 USD SER B JRSUB LIEN CPN 09/18/20 4 26,774 26,774
    STATE STREET CORPORATION HYBRID PERPETUAL USD SER F SUB LIEN CPN 09/15/21-12 24,917 24,917
    THE CHARLES SCHWAB CORP HYBRID PERPETUAL USD JRSUB LIEN CPN 01/26/12-01/31/2 27,135 27,135
    VODAFONE GROUP PUBLIC LIMITED HYBRID 04/04/2079 USD SUB LIEN CPN 04/04/19 7. 31,519 31,519
    WACHOVIA CAPITAL TRUST III HYBRID PERPETUAL USD WITS CPN 3/15/12-06/14/12 5 55,831 55,831

    TY 2020 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) 44,781 44,781
    ABM INDUSTRIES INC CMN (ABM) 25,050 25,050
    ACCENTURE PLC CMN CLASS A (ACN) 48,063 48,063
    ACTIVISION BLIZZARD, INC CMN (ATVI) 24,512 24,512
    AEGION CORPORATION CMN (AEGN) 9,647 9,647
    AERCAP HOLDINGS NV ORD CMN (AER 37,604 37,604
    AES CORP. CMN (AES) 7,332 7,332
    AGILENT TECHNOLOGIES, INC. CMN (A) 8,057 8,057
    AIR PRODUCTS & CHEMICALS INC CMN (APD) 18,033 18,033
    ALEXANDRIA REAL ESTATE EQUITIES, INC. (ARE) 6,238 6,238
    ALLSTATE CORPORATION COMMON STOCK (ALL) 37,596 37,596
    ALPHABET INC. CMN CLASS C (GOOG) 606,150 606,150
    ALTRIA GROUP, INC. CMN (MO) 22,058 22,058
    AMAZON.COM INC CMN 192,159 192,159
    AMAZON.COM INC CMN (AMZN) 182,388 182,388
    AMCOR PLC CMN (AMCR) 8,310 8,310
    AMEREN CORPORATION CMN (AEE) 11,006 11,006
    AMERICAN ELECTRIC POWER INC CMN (AEP) 26,563 26,563
    AMERICAN TOWER CORPORATION CMN (AMT) 9,203 9,203
    AMERICAN WATER WORKS CO, INC. CMN (AWK) 8,748 8,748
    AMERISOURCEBERGEN CORPORATION CMN (ABC) 7,821 7,821
    AMGEN INC. CMN (AMGN) 39,776 39,776
    AMPHENOL CORP CL-A (NEW) 11,769 11,769
    ANTHEM, INC. CMN (ANTM) 283,201 283,201
    AON PLC CMN (AON 160,776 160,776
    AON PLC CMN (AON) 15,000 15,000
    APPLE INC. CMN (AAPL) 559,288 559,288
    ARCH CAPITAL GROUP LTD. CMN (ACGL) 13,057 13,057
    ARCHER-DANIELS-MIDLAND COMPANY CMN (ADM) 29,439 29,439
    ARES COMMERCIAL REAL ESTATE CO CMN (ACRE) 3,561 3,561
    ARTHUR J GALLAGHER & CO CMN (AJG) 8,907 8,907
    ASGN INC. CMN (ASGN) 23,221 23,221
    ASSURED GUARANTY LTD. CMN (AGO) 26,955 26,955
    AT&T INC. CMN (T 194,648 194,648
    AUTOMATIC DATA PROCESSING INC CMN (ADP) 24,139 24,139
    AVALONBAY COMMUNITIES INC CMN (AVB) 7,861 7,861
    AVANGRID INC CMN (AGR) 2,772 2,772
    AXIS CAPITAL HOLDINGS, LTD. CMN (AXS) 22,927 22,927
    BALL CORPORATION CMN (BLL) 9,132 9,132
    BANKUNITED INC CMN (BKU) 21,042 21,042
    BAXTER INTERNATIONAL INC CMN (BAX) 12,196 12,196
    BECTON, DICKINSON AND COMPANY CMN (BDX) 27,774 27,774
    BELDEN INC CMN (BDC) 17,137 17,137
    BERKSHIRE HATHAWAY INC. CLASS B (BRKB) 474,406 474,406
    BLACK KNIGHT, INC. CMN (BKI) 4,152 4,152
    BLACKSTONE MORTGAGE TRUST INC CMN (BXMT) 15,830 15,830
    BOSTON SCIENTIFIC CORP. COMMON STOCK (BSX) 13,122 13,122
    BRISTOL-MYERS SQUIBB COMPANY CMN (BMY) 78,158 78,158
    BROADRIDGE FINANCIAL SOLUTIONS IN CMN (BR) 5,668 5,668
    BROWN FORMAN CORP CL B CMN CLASS B (BFB) 3,972 3,972
    C.H. ROBINSON WORLDWIDE, INC. CMN (CHRW) 4,224 4,224
    CACTUS, INC. CMN CLASS A (WHD) 7,743 7,743
    CADENCE DESIGN SYSTEMS INC CMN (CDNS) 9,141 9,141
    CAMPBELL SOUP CO CMN (CPB) 2,804 2,804
    CAPITAL ONE FINANCIAL CORPORAT 43,791 43,791
    CARDINAL HEALTH, INC. CMN (CAH) 10,123 10,123
    CBOE GLOBAL MARKETS, INC CMN (CBOE) 5,587 5,587
    CENTENE CORPORATION CMN (CNC) 15,908 15,908
    CENTERPOINT ENERGY, INC CMN (CNP) 7,271 7,271
    CERNER CORPORATION CMN (CERN) 6,514 6,514
    CHANGE HEALTHCARE, INC CMN (CHNG) 41,403 41,403
    CHARLES SCHWAB CORPORATION 43,546 43,546
    CHARTER COMMUNICATIONS, INC. CMN (CHTR) 33,078 33,078
    CHEVRON CORPORATION CMN (CVX) 84,703 84,703
    CHIPOTLE MEXICAN GRILL, INC. CMN (CMG) 5,547 5,547
    CHUBB LIMITED CMN (CB) 76,498 76,498
    CHURCH & DWIGHT CO., INC. CMN (CHD) 6,193 6,193
    CIGNA CORP CMN (CI) 56,000 56,000
    CINCINNATI FINANCIAL CRP CMN (CINF) 10,397 10,397
    CISCO SYSTEMS, INC. CMN (CSCO) 114,471 114,471
    CITIGROUP INC. CMN 190,221 190,221
    CITRIX SYSTEMS INC CMN (CTXS) 6,115 6,115
    CLOROX CO (CLX) 2,423 2,423
    CME GROUP INC. CMN CLASS A (CME) 34,590 34,590
    CMS ENERGY CORPORATION CMN (CMS) 7,748 7,748
    COCA-COLA COMPANY CMN (KO) 51,440 51,440
    COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) 27,125 27,125
    COLUMBIA BKG SYS INC CMN (COLB) 8,185 8,185
    COMCAST CORPORATION CMN CLASS A VOTING (CMCSA) 145,882 145,882
    COMCAST CORPORATION CMN CLASS A VOTING (CMCSA) 235,171 235,171
    CONAGRA BRANDS INC CMN (CAG) 13,416 13,416
    CONSOLIDATED EDISON INC CMN (ED) 22,331 22,331
    COOPER COMPANIES INC (NEW) 5,086 5,086
    CORTEVA INC. CMN (CTVA) 31,828 31,828
    COSTAR GROUP, INC. CMN (CSGP) 135,869 135,869
    COSTCO WHOLESALE CORPORATION CMN (COST) 39,939 39,939
    COUSINS PROPERTIES INCORPORATE CMN (CUZ) 19,866 19,866
    CROWN CASTLE INTL CORP CMN (CCI) 10,666 10,666
    CURTISS-WRIGHT CORP CMN (CW) 16,871 16,871
    CVS HEALTH CORP CMN (CVS) 145,069 145,069
    DANAHER CORPORATION CMN (DHR) 33,543 33,543
    DEERE & COMPANY CMN (DE) 27,981 27,981
    DENTSPLY SIRONA INC CMN (XRAY) 4,503 4,503
    DIGITAL REALTY TRUST, INC. CMN (DLR) 5,999 5,999
    DISH NETWORK CORPORATION CMN CLASS A (DISH) 53,199 53,199
    DOLLAR GENERAL CORPORATION CMN (DG) 21,030 21,030
    DOLLAR TREE STORES, INC. CMN (DLTR) 15,990 15,990
    DOMINION ENERGY INC CMN (D) 36,397 36,397
    DTE ENERGY COMPANY CMN (DTE) 14,448 14,448
    DUKE ENERGY CORPORATION CMN (DUK) 60,246 60,246
    DUKE REALTY CORPORATION CMN (DRE) 3,837 3,837
    EBAY INC. CMN (EBAY) 14,020 14,020
    ECOLAB INC. CMN (ECL) 12,333 12,333
    EDISON INTERNATIONAL CMN (EIX) 17,715 17,715
    EDWARDS LIFESCIENCES CORPORATI CMN (EW 7,755 7,755
    ELANCO ANIMAL HEALTH INCORPORA CMN (ELAN) 3,435 3,435
    ELECTRONIC ARTS CMN (EA) 15,078 15,078
    ELI LILLY & CO CMN (LLY) 9,624 9,624
    ENERGIZER HOLDINGS, INC. CMN (ENR) 26,025 26,025
    ENERSYS CMN (ENS) 24,586 24,586
    ENTERGY CORPORATION CMN (ETR) 12,480 12,480
    ENVISTA HOLDINGS CORPORATION CMN (NVST) 23,611 23,611
    EQUIFAX INC. CMN (EFX) 5,592 5,592
    EQUINIX, INC. REIT (EQIX) 7,142 7,142
    EQUITY RESIDENTIAL CMN (EQR) 7,529 7,529
    ESSENT GROUP LTD. CMN (ESNT) 25,013 25,013
    ESSEX PROPERTY TRUST INC CMN (ESS) 5,223 5,223
    ESTEE LAUDER COS INC CL-A CMN CLASS A (EL) 15,971 15,971
    EVERCORE INC CMN CLASS A (EVR) 20,393 20,393
    EVERGY, INC. CMN (EVRG) 10,658 10,658
    EVERSOURCE ENERGY CMN (ES) 16,869 16,869
    EVERTEC INC CMN (EVTC) 11,599 11,599
    EXELON CORPORATION CMN (EXC) 43,529 43,529
    EXPEDITORS INTERNATIONAL OF WA CMN (EXPD) 4,946 4,946
    EXTENDED STAY AMERICA INC CMN (STAY) 6,502 6,502
    EXTRA SPACE STORAGE INC. CMN (EXR) 3,244 3,244
    FACEBOOK, INC. CMN CLASS A (FB) 512,721 512,721
    FASTENAL COMPANY CMN (FAST) 6,055 6,055
    FIDELITY NATL INFO SVCS INC CMN (FIS) 58,706 58,706
    FIERA NON-US EQUITY LLC - CLASS 1 2,001,902 2,001,902
    FIRST CITIZENS BANKSHARES CL A CMN CLASS A (FCNCA) 9,763 9,763
    FIRST HAWAIIAN, INC. CMN (FHB) 18,817 18,817
    FIRST MERCHANTS CORPORATION CMN (FRME) 10,101 10,101
    FIRST REPUBLIC BANK CMN SERIES (FRC) 13,958 13,958
    FIRSTCASH INC CMN (FCFS) 18,350 18,350
    FIRSTENERGY CORP. CMN (FE) 5,081 5,081
    FISERV, INC. CMN (FISV) 45,430 45,430
    FOOT LOCKER, INC. CMN (FL) 14,801 14,801
    FORTIVE CORPORATION CMN (FTV) 9,632 9,632
    FRESH DEL MONTE PRODUCE INC. ORDINARY SHARES (FDP) 11,626 11,626
    FRONTDOOR, INC. CMN (FTDR) 17,172 17,172
    FTI CONSULTING, INC. CMN (FCN) 19,439 19,439
    GARMIN LTD. CMN (GRMN) 6,342 6,342
    GENERAL ELECTRIC CO CMN (GE) 298,922 298,922
    GENERAL MILLS INC CMN (GIS) 18,228 18,228
    GENERAL MOTORS COMPANY CMN (GM) 76,243 76,243
    GILEAD SCIENCES CMN (GILD) 49,929 49,929
    GOLDMAN SACHS BANK DEPOSIT (BDA) (*BDANOW) 85,923 85,923
    GOLDMAN SACHS BANK USA DEPOSIT (BDA) (BDANOW) 78,246 78,246
    GRAPHIC PACKAGING HLDGCO CMN (GPK) 50,397 50,397
    HANOVER INSURANCE GROUP INC CMN (THG) 20,695 20,695
    HARTFORD FINANCIAL SRVCS GROUP CMN (HIG) 19,445 19,445
    HEICO CORP CL-A CMN CLASS A (HEIA) 100,086 100,086
    HENRY SCHEIN INC COMMON STOCK (HSIC) 3,142 3,142
    HILTON WORLDWIDE HOLDINGS INC. CMN (HLT) 102,693 102,693
    HILTON WORLDWIDE HOLDINGS INC. CMN (HLT_170104) 152,649 152,649
    HOLOGIC INCORPORATED CMN (HOLX) 7,574 7,574
    HORMEL FOODS CORPORATION CMN (HRL) 5,407 5,407
    ILLINOIS TOOL WORKS CMN (ITW) 11,825 11,825
    INSIGHT ENTERPRISES INC CMN (NSIT) 32,414 32,414
    INTEL CORPORATION CMN (INTC) 198,981 198,981
    INTERCONTINENTAL EXCHANGE INC CMN (ICE) 29,975 29,975
    INTL BUSINESS MACHINES CORP CMN (IBM) 76,409 76,409
    INTL.FLAVORS & FRAGRANCE CMN (IFF) 6,857 6,857
    INVITATION HOMES INC. CMN (INVH) 5,405 5,405
    J B HUNT TRANS SVCS INC CMN (JBHT) 3,963 3,963
    J. M. SMUCKER COMPANY CMN (SJM) 13,294 13,294
    JACK HENRY & ASSOC INC CMN (JKHY) 2,754 2,754
    JOHNSON & JOHNSON CMN (JNJ) 147,780 147,780
    JPMORGAN CHASE & CO CMN (JPM) 299,250 299,250
    KAR AUCTION SERVICES, INC. CMN (KAR) 18,777 18,777
    KELLOGG COMPANY CMN (K) 6,534 6,534
    KEURIG DR PEPPER INC CMN (KDP) 13,056 13,056
    KKR AND CO. INC. CMN CLASSS A (KKR) 173,378 173,378
    KROGER COMPANY CMN (KR) 19,564 19,564
    L3HARRIS TECHNOLOGIES INC CMN(LHX) 35,158 35,158
    LANDSTAR SYSTEM INC CMN (LSTR) 4,444 4,444
    LCI INDUSTRIES 17,118 17,118
    LIBERTY BROADBAND CORP CMN CLASS A (LBRDA) 1,576 1,576
    LIBERTY BROADBAND CORP CMN CLASS C (LBRDK) 10,928 10,928
    LIBERTY BROADBAND CORP CMN CLASS C (LBRDK) 170,881 170,881
    LIBERTY GLOBAL, PLC CMN CLASS A (LBTYA) 2,810 2,810
    LIBERTY GLOBAL, PLC. CMN CLASS C (LBTYK) 7,284 7,284
    LINDE PLC CMN (LIN) 62,188 62,188
    LITHIA MOTORS INC CL-A CMN CLASS A (LAD) 33,950 33,950
    MARKEL CORPORATION CMN (MKL) 10,333 10,333
    MARKETAXESS HOLDINGS INC CMN (MKTX) 2,853 2,853
    MARRIOTT INTERNATIONAL, INC CMN CLASS A (MAR) 172,156 172,156
    MARSH & MCLENNAN CO INC CMN (MMC) 18,135 18,135
    MASTERCARD INCORPORATED CMN CLASS A (MA) 253,427 253,427
    MAXIMUS INC CMN (MMS) 14,199 14,199
    MCCORMICK & CO NON VTG SHRS CMN (MKC) 7,266 7,266
    MCKESSON CORPORATION CMN (MCK) 21,044 21,044
    MEDTRONIC PUBLIC LIMITED COMPA CMN (MDT) 55,407 55,407
    MERCK & CO., INC. CMN (MRK) 82,045 82,045
    MICROSOFT CORPORATION CMN (MSFT) 902,580 902,580
    MID-AMERICA APT CMNTYS INC CMN (MAA) 4,434 4,434
    MINERALS TECHNOLOGIES INC CMN (MTX) 4,597 4,597
    MONDELEZ INTERNATIONAL, INC. CMN (MDLZ) 51,337 51,337
    MONSTER BEVERAGE CORPORATION CMN (MNST) 9,710 9,710
    MORGAN STANLEY CMN (MS) 123,971 123,971
    NASDAQ INC. CMN (NDAQ) 5,310 5,310
    NATIONAL GENERAL HOLDINGS CORP CMN (NGHC) 25,122 25,122
    NAVIENT CORPORATION CMN (NAVI) 19,483 19,483
    NCR CORPORATION CMN (NCR) 24,421 24,421
    NELNET, INC. CMN CLASS A (NNI) 9,332 9,332
    NETFLIX, INC CMN (NFLX) 127,072 127,072
    NEWMONT CORP CMN (NEM) 28,088 28,088
    NEXTERA ENERGY, INC. CMN (NEE) 56,474 56,474
    NMI HOLDINGS INC CMN CLASS A (NMH) 12,140 12,140
    NOMAD FOODS LTF CMN (NOMD) 14,108 14,108
    NORTHERN TRUST CORP CMN (NTRS) 14,250 14,250
    NORTHROP GRUMMAN CORP CMN (NOC) 28,034 28,034
    NVIDIA CORPORATION CMN (NVDA) 50,131 50,131
    OLD DOMINION FGHT LINES INC CMN (ODFL) 4,489 4,489
    OMNICOM GROUP CMN (OMC) 7,609 7,609
    ORACLE CORPORATION CMN (ORCL) 58,609 58,609
    O'REILLY AUTOMOTIVE, INC. CMN (ORLY) 2,715 2,715
    PACCAR INC CMN (PCAR) 14,064 14,064
    PALO ALTO NETWORKS INC. CMN (PANW) 6,752 6,752
    PAYCHEX, INC. CMN (PAYX) 7,454 7,454
    PEPSICO, INC. CMN (PEP) 66,735 66,735
    PFIZER INC. CMN (PFE) 115,105 115,105
    PNC FINANCIAL SERVICES GROUP, CMN (PNC) 59,004 59,004
    PPL CORPORATION CMN (PPL) 15,848 15,848
    PRA GROUP INC CMN (PRAA) 10,550 10,550
    PROASSURANCE CORPORATION CMN (PRA) 7,365 7,365
    PROCTER & GAMBLE COMPANY CMN (PG) 120,913 120,913
    PROLOGIS INC CMN (PLD) 16,145 16,145
    PUBLIC STORAGE CMN (PSA) 6,928 6,928
    PUBLIC-SVC ENTERPRISE GROUP HOLDING CO (PEG) 19,997 19,997
    QORVO INC CMN (QRVO) 178,574 178,574
    QUALCOMM INC CMN (QCOM) 24,831 24,831
    QUEST DIAGNOSTICS INCORPORATED CMN (DGX) 7,508 7,508
    REALTY INCOME CORPORATION CMN (O) 7,150 7,150
    REGENERON PHARMACEUTICAL INC CMN (REGN) 20,774 20,774
    REPUBLIC SERVICES INC CMN (RSG) 8,763 8,763
    RESMED INC. CMN (RMD) 4,889 4,889
    ROLLINS INC. CMN (ROL) 977 977
    ROPER TECHNOLOGIES INC CMN (ROP) 15,950 15,950
    S&P GLOBAL INC. CMN (SPGI) 1,972 1,972
    SCHWEITZER-MAUDUIT INTERNATION CMN (SWM) 16,607 16,607
    SCIENCE APPLICATIONS INTL CORP CMN (SWM) 24,796 24,796
    SEMPRA ENERGY CMN (SRE) 20,513 20,513
    SHERWIN-WILLIAMS CO CMN (SHW) 16,168 16,168
    SKECHERS USA INC CL-A CMN CLASS A (SKX) 19,911 19,911
    SKYWORKS SOLUTIONS INC CMN (SWKS) 144,624 144,624
    SLM CORPORATION CMN (SLM) 36,290 36,290
    SNAP INC. CMN CLASS A (SNAP) 3,255 3,255
    SPECTRUM BRANDS HOLDINGS INC CMN (SPB) 15,954 15,954
    SPIRIT REALTY CAPITAL, INC CMN (SRC) 6,307 6,307
    STATE STREET CORPORATION (NEW) CMN (STT) 26,929 26,929
    STEVEN MADDEN LTD CMN (SHOO) 14,057 14,057
    STND MOTORO PROD INC CL0A CMN (SMP) 5,381 5,381
    SUN COMMUNITIES INC CMN (SUI) 3,039 3,039
    SYKES ENTERPRISES INC CMN (SYKE) 24,749 24,749
    SYNEOS HEALTH INC CMN (SYNH) 24,527 24,527
    SYNNEX CORPORATION CMN (SNX) 19,871 19,871
    SYNOPSYS INC. CMN (SNPS) 10,629 10,629
    SYNOVUS FINANCIAL CORP CMN (SNV) 13,207 13,207
    TAKE TWO INTERACTIVE SOFTWARE INC (TTWO) 6,441 6,441
    TARGET CORPORATION CMN (TGT) 34,953 34,953
    TELEFLEX INC. CMN (TFX) 3,704 3,704
    TEXAS INSTRUCMENTS INC. CMN (TXN) 49,075 49,075
    THE BANK OF NY MELLON CORP CMN (BK) 38,154 38,154
    THE HERSHEY COMPANY CMN (HSY) 8,226 8,226
    THE KRAFT HEINZ CO CMN (KHC) 24,643 24,643
    THE PROGRESSIVE CORPORATION CMN (PGR) 28,181 28,181
    THE SOUTHERN CO. CMN (SO) 40,974 40,974
    THE TRAVELERS COMPANIES, INC CMN (TRV) 39,023 39,023
    THERMO FISHER SCIENTIFIC INC CMN (TMO) 47,510 47,510
    TIFFANY & CO CMN (TIF) 4,732 4,732
    T-MOBILE US, INC. CMN (TMUS) 18,609 18,609
    TRACTOR SUPPLY COMPANY CMN (TSCO) 5,342 5,342
    TRADEWEB MARKETS INC CMN (TW) 4,309 4,309
    TTEC HOLDINGS, INC. CMN (TTEC) 23,775 23,775
    TYSON FOODS INC CL-A CMN CLASS A (TSN) 20,814 20,814
    UDR INC CMN (UDR) 2,498 2,498
    UMPQUA HOLDINGS CORPORATION CMN (UMPQ) 8,433 8,433
    UNION PACIFIC CORP. CMN (UNP) 50,389 50,389
    UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 14,819 14,819
    UNITEDHEALTH GROUP INCORPORATE CMN (UNH) 247,580 247,580
    UNIVERSAL CORPORATION CMN (UVV) 11,472 11,472
    VALVOLINE INC. CMN (VVV) 31,308 31,308
    VERISK ANALYTICS, INC. CMN (VRSK) 8,719 8,719
    VERIZON COMMUNICATIONS, INC. CMN (VZ) 142,939 142,939
    VISA INC. CMN CLASS A (V) 114,615 114,615
    VISA INC. CMN CLASS A (V) 155,517 155,517
    VULCAN MATERIALS CO CMN (VMC) 8,602 8,602
    W.R. BERKLEY CORPORATION CMN (WRB) 5,845 5,845
    W.W. GRAINGER INC CMN (GWW) 6,125 6,125
    WALGREENS BOOTS ALLIANCE, INC. CMN (WBA) 31,545 31,545
    WALKER & DUNLOP, INC. CMN (WD) 23,373 23,373
    WALMART INC CMN (WMT) 82,021 82,021
    WALT DISNEY COMPANY CMN (DIS) 211,075 211,075
    WASHINGTON FEDERAL INC CMN (WAFD) 8,906 8,906
    WASTE MANAGEMENT INC CMN (WM) 15,567 15,567
    WEC ENERGY GROUP, INC. CMN (WEC) 13,805 13,805
    WELLS FARGO & CO (NEW 183,042 183,042
    WESCO INTERNATIONAL INC. CMN (WCC) 34,148 34,148
    WESTINGHOUSE AIR BRAKE TECHNOL CMN (WAB) 29,134 29,134
    WILLIS TOWERS WATSON PLC CMN (WLTW) 15,380 15,380
    WORLD FUEL SERVICES CORP CMN (INT) 32,780 32,780
    XCEL ENERGY INC. CMN (XEL) 17,468 17,468
    XILINX INCORPORATED CMN (XLNX) 10,349 10,349
    XYLEM INC. CMN (XYL) 5,598 5,598
    YELP INC. CMN (YELP) 15,518 15,518
    ZOETIS INC. CMN CLASS A (ZTS) 33,761 33,761
    ACCO BRANDS CORPORATION CMN 9,016 9,016
    ADOBE INC CMN 56,013 56,013
    AECOM CMN 10,105 10,105
    AKAMAI TECHNOLOGIES, INC. CMN 8,189 8,189
    ALEXION PHARMACEUTICALS, INC. CMN 23,436 23,436
    ALNYLAM PHARMACEUTICALS, INC. CMN 260 260
    ALPHABET INC. CMN CLASS A 170,006 170,006
    ALTICE USA, INC. CMN CLASS A 5,037 5,037
    AMAZON.COM INC CMN 159,590 159,590
    ANALOG DEVICES, INC. CMN 27,182 27,182
    ANSYS, INC. CMN 7,640 7,640
    BIOGEN INC. CMN 30,608 30,608
    BIOMARIN PHARMACEUTICAL INC. CMN 4,385 4,385
    BROADCOM INC. CMN 95,451 95,451
    BUILDERS FIRSTSOURCE, INC. CMN 21,180 21,180
    CALLAWAY GOLF CMN 4,970 4,970
    CARLYLE GROUP INC/THE CMN 182,729 182,729
    CHAMPIONX CORPORATION CMN 17,519 17,519
    COLGATE-PALMOLIVE CO CMN 342 342
    COMMSCOPE HOLDING COMPANY, INC CMN 5,521 5,521
    COMPASS GROUP PLC SPONSORED ADR CMN 103,460 103,460
    CONCENTRIX CORPORATION CMN 24,083 24,083
    COUPA SOFTWARE INCORPORATED CMN 678 678
    COVANTA HOLDING CORP CMN 4,937 4,937
    CROWDSTRIKE HOLDINGS, INC. CMN 1,906 1,906
    CSX CORPORATION CMN 30,946 30,946
    DATADOG, INC. CMN CLASS A 1,083 1,083
    DAVITA INC CMN 5,400 5,400
    DEXCOM, INC. CMN 1,479 1,479
    DIAMONDBACK ENERGY INC CMN 11,277 11,277
    DOCUSIGN, INC. CMN 1,556 1,556
    DXC TECHNOLOGY COMPANY CMN 22,171 22,171
    ECOVYST INC. CMN 6,560 6,560
    EMCOR GROUP, INC. CMN 5,579 5,579
    EPAM SYSTEMS, INC. CMN 4,659 4,659
    FEDERAL AGRICULTURAL MORTGAGE CORP CL-C 4,604 4,604
    FIRST AMERICAN FIN CORP CMN 13,217 13,217
    FIRST HORIZON CORP CMN 12,862 12,862
    FORTINET, INC. CMN 5,050 5,050
    GODADDY INC. CMN CLASS A 5,558 5,558
    GRAFTECH INTERNATIONAL LTD. CMN 8,166 8,166
    HANESBRANDS INC. CMN 11,037 11,037
    HARLEY-DAVIDSON INC CMN 15,194 15,194
    HARSCO CORPORATION CMN 11,525 11,525
    HELMERICH & PAYNE INC. CMN 10,005 10,005
    HEXCEL CORPORATION (NEW) CMN 10,619 10,619
    HILLENBRAND INC CMN 7,443 7,443
    HUNTSMAN CORPORATION CMN 6,109 6,109
    IDEXX LABORATORIES CMN 1,000 1,000
    ILLUMINA, INC CMN 7,030 7,030
    INCYTE CORPORATION CMN 4,349 4,349
    INGEVITY CORPORATION CMN 12,193 12,193
    INTERDIGITAL INC CMN 19,054 19,054
    INTERNATIONAL GAME TECHNOLOGY PLC CMN 7,657 7,657
    INTUIT INC CMN 18,233 18,233
    JONES LANG LASALLE INCORPORATE CMN 5,638 5,638
    JONES LANG LASALLE INCORPORATE CMN 204,157 204,157
    KEYSIGHT TECHNOLOGIES, INC. CMN 14,134 14,134
    KLA CORP CMN 11,910 11,910
    KORN FERRY CMN 5,612 5,612
    LUMEN TECHNOLOGIES, INC. CMN 10,530 10,530
    LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A 34,922 34,922
    MASTEC INC CMN 7,363 7,363
    METTLER-TOLEDO INTL CMN 2,279 2,279
    MODERNA, INC. CMN 6,164 6,164
    MR COOPER GROUP INC CMN 13,436 13,436
    NATIONAL ENERGY SERVICES REUNITED CORP. 5,849 5,849
    NEXSTAR MEDIA GROUP INC CMN 13,430 13,430
    OKTA, INC. CMN CLASS A 509 509
    OTIS WORLDWIDE CORPORATION CMN 8,444 8,444
    PARSLEY ENERGY, INC. CMN 4,984 4,984
    PAYPAL HOLDINGS, INC. CMN 62,297 62,297
    PENNYMAC FINANCIAL SERVICS INC CMN 5,446 5,446
    R1 RCM INC. CMN 11,121 11,121
    RACKSPACE TECHNOLOGY, INC. CMN 9,168 9,168
    REINSURANCE GROUP AMER INC CMN 4,752 4,752
    RINGCENTRAL, INC. CMN 1,895 1,895
    ROCKET COMPANIES, INC. CMN CLASS A 2,244 2,244
    ROYALTY PHARMA PLC CMN 2,352 2,352
    SALESFORCE.COM, INC CMN 42,058 42,058
    SALESFORCE.COM, INC CMN 154,213 154,213
    SALLY BEAUTY HOLDINGS, INC. CMN 5,594 5,594
    SEAGATE TECHNOLOGY HOLDINGS PU CMN 9,697 9,697
    SEAGEN INC. CMN 876 876
    SERVICENOW INC CMN 12,109 12,109
    SLACK TECHNOLOGIES, INC. CMN CLASS A 803 803
    SOUTHSTATE CORP CMN 4,844 4,844
    SPDR S&P 500 ETF TRUST 3,106,943 3,106,943
    SS&C TECHNOLOGIES HOLDINGS, IN CMN 123,966 123,966
    STARWOOD PROPERTY TRUST, INC. CMN 13,915 13,915
    STRIDE INC CMN 5,116 5,116
    TEMPUR SEALY INTERNATIONAL INC CMN 7,776 7,776
    TEREX CORP (NEW) CMN 10,188 10,188
    TOLL BROTHERS, INC. CMN 5,347 5,347
    TRANSDIGM GROUP INCORPORATED CMN 232,688 232,688
    U S DOLLAR 27 27
    ULTRA CLEAN HOLDINGS, INC. CMN 7,369 7,369
    UNISYS CORPORATION CMN 19,936 19,936
    VEEVA SYSTEMS INC CMN 2,995 2,995
    VERTEX PHARMACEUTICALS INCORPO CMN 17,016 17,016
    VONTIER CORPORATION CMN 2,004 2,004
    WAYFAIR INC. CMN 138,647 138,647
    WEST PHARMACEUTICAL SERVICES INC 2,266 2,266
    WHITBREAD PLC SPONSORED ADR CMN 68,204 68,204
    WHITE MOUNTAINS INSURANCE GROU CMN 21,014 21,014
    WOODWARD INC CMN 27,101 27,101
    WYNDHAM DESTINATIONS, INC. CMN 6,505 6,505
    ZOOM VIDEO COMMUNICATIONS INC CMN CLASS A 3,373 3,373
    ZSCALER, INC. CMN 399 399
    LOCKHEED MARTIN CORPORATION CMN (LMT) 10,649 10,649
    ARTISAN FOCUS DYNAMIC EQUITY SELECT LLC CLASS A SERIES 1 1,322,403 1,322,403

    TY 2020 InvestmentsOtherSchedule2
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BROAD STREET REAL ESTATE CREDIT PARTNERS III FMV 127,184 127,184
    GOLDMAN SACHS PRIVATE MIDDLE MARKET CREDIT II LLC FMV 308,025 308,025
    GOLDMAN SACHS RENEWABLE POWER LLC FMV 417,707 417,707
    HEDGE FUND OPPORTUNITIES LTD CLASS A SERIES 1 FMV 2,436,623 2,436,623
    SHENKMAN ENERGY OPPORTUNITY SELECT LLC CLASS A SERIES 1 FMV 7,963 7,963
    US REAL PROPERTY INCOME FUND FMV 978,273 978,273
    EARLY FUNDING ARTISAN FOCUS DYNAMIC EQUITY SELECT LLC FMV 750,000 750,000
    WEST STREET STRATEGIC SOLUTIONS OFFSHORE FEEDER FUND I, LLC FMV 93,699 93,699

    TY 2020 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 10,938,220 9,165,667 1,772,553 1,772,553
    LEASEHOLD IMPROVEMENT 149,458 149,458 0  
    SOFTWARE 687,916 609,195 78,721 78,721
    VEHICLES 89,065 65,015 24,050 24,050
    BUILDING 103,104,131 49,472,922 53,631,209 53,631,209
    LAND IMPROVEMENTS 826,526 136,394 690,132 690,132
    CONSTRUCTION IN PROGRESS 0 0    
    ASSETS NOT YET IN SERVICE 1,473,601 0 1,473,601 1,473,601


    TY 2020 LegalFeesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 52,582 0 0 52,582


    TY 2020 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 66,400    
    SECURITY DEPOSIT RECEIVABLE 4,400 4,400 4,400
    OTHER ASSETS 475,978 493,478 493,478
    CHARITABLE REMAINDER TRUST 340,234 357,028 357,028


    TY 2020 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 302 302 0 0
    POSTAGE & SHIPPING 84,034 0 0 84,034
    ADVERTISING & MARKETING 295,322 0 0 295,322
    CONCERT 144,528 0 0 144,528
    EQUIPMENT RENTAL 70,656 0 0 70,656
    MISCELLANEOUS 658,050 0 0 726,358
    MUSICAL INSTRUMENT PURCHASES 1,099,774 0 0 1,099,774
    SOFTWARE 203,420 0 0 230,420


    TY 2020 OtherIncomeSchedule2
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MUSEUM ADMISSION 1,253,259   1,253,259
    MUSIC THEATER 818,877   818,877
    OTHER PROGRAM REVENUE 26,499   26,499
    MEMBERSHIPS 189,668   189,668


    TY 2020 OtherIncreasesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 1,664,374


    TY 2020 OtherLiabilitiesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Description Beginning of Year - Book Value End of Year - Book Value
    CUSTOMER & EVENT DEPOSITS 22,716 1,048
    OTHER LIABILITIES 209,953 211,503


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL SERVICE 67,340 0 0 67,340
    INVESTMENT FEES 178,625 178,625 0 0


    TY 2020 TaxesSchedule
    Name:
    MUSICAL INSTRUMENT MUSEUM
    EIN:
    16-1743588
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 18,184 0 0 0