Totals
- Total revenue
- $43,513,793
- Total expenses
- $30,874,759
- Contributions and grants received
- $36,295,162
- Grants paid
- $1,605,297
- Program services expenses (Part IX)
- $21,620,072
- Management and general expenses
- $7,397,818
- Fundraising expenses
- $1,856,869
- Program service expenses (Part III)
- $21,620,072
Program services were 70.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ROBERTO DIAZ
PRESIDENT/TRUSTEE
- Total calculated
- $883,800
- From this org
- $654,462
- From related orgs
- $0
- Other
- $229,338
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $654,462
- Bonus
- $0
- Other
- $0
- Deferred
- $185,359
- Nontaxable benefits
- $43,979
- Filer's total
- $883,800
-
LAWRENCE BOMBACK
TREASURER
- Total calculated
- $347,199
- From this org
- $304,581
- From related orgs
- $0
- Other
- $42,618
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $304,581
- Bonus
- $0
- Other
- $0
- Deferred
- $24,834
- Nontaxable benefits
- $17,784
- Filer's total
- $347,199
-
VINCENT FORD
SR VP DIGITAL STRATEGY & INNOVATION
- Total calculated
- $274,633
- From this org
- $247,170
- From related orgs
- $0
- Other
- $27,463
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $247,170
- Bonus
- $0
- Other
- $0
- Deferred
- $14,723
- Nontaxable benefits
- $12,740
- Filer's total
- $274,633
-
EDWARD GAZOULEAS
PROVOST
- Total calculated
- $223,392
- From this org
- $185,504
- From related orgs
- $0
- Other
- $37,888
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $185,504
- Bonus
- $0
- Other
- $0
- Deferred
- $7,500
- Nontaxable benefits
- $30,388
- Filer's total
- $223,392
-
KIMBERLY GOULD
MANAGING DIRECTOR, HUMAN RESOURCES
- Total calculated
- $210,075
- From this org
- $193,038
- From related orgs
- $0
- Other
- $17,037
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $193,038
- Bonus
- $0
- Other
- $0
- Deferred
- $10,632
- Nontaxable benefits
- $6,405
- Filer's total
- $210,075
-
PAMELA FRANK
AXELROD CHAIR IN VIOLIN STUDIES
- Total calculated
- $186,904
- From this org
- $157,520
- From related orgs
- $0
- Other
- $29,384
- Hours/week
- 12.5
Schedule J breakdown matched by us
- Base
- $157,520
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $29,384
- Filer's total
- $186,904
-
MARCELA GENEROSE
MANAGING DIRECTOR, DEVELOPMENT
- Total calculated
- $182,711
- From this org
- $166,733
- From related orgs
- $0
- Other
- $15,978
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $166,733
- Bonus
- $0
- Other
- $0
- Deferred
- $7,131
- Nontaxable benefits
- $8,847
- Filer's total
- $182,711
-
IDA KAVAFIAN
VON MALTZAHN CHAIR IN VIOLIN STUDIES
- Total calculated
- $160,328
- From this org
- $147,573
- From related orgs
- $0
- Other
- $12,755
- Hours/week
- 12.5
Schedule J breakdown matched by us
- Base
- $147,573
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $12,755
- Filer's total
- $160,328
-
MARY CLAIRE SULLIVAN
SECRETARY
- Total calculated
- $116,224
- From this org
- $100,853
- From related orgs
- $0
- Other
- $15,371
- Hours/week
- 37.5
-
NICHOLAS A DIBERARDINO
TRUSTEE/FACULTY MEMBER
- Total calculated
- $99,798
- From this org
- $79,746
- From related orgs
- $0
- Other
- $20,052
- Hours/week
- 37.5
-
ANTHONY MCGILL
TRUSTEE/FACULTY MEMBER
- Total calculated
- $55,455
- From this org
- $55,455
- From related orgs
- $0
- Other
- $0
- Hours/week
- 37.5
-
MICHELLE CANN
TRUSTEE/FACULTY MEMBER
- Total calculated
- $25,564
- From this org
- $25,564
- From related orgs
- $0
- Other
- $0
- Hours/week
- 37.5
-
DEBORAH M FRETZ
CHAIR/TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
EDWARD A MONTGOMERY JR
VICE-CHAIR/TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LOUIS BARBARIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
VICTORIA BOK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
WILLIAM BRODY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANTHONY B CREAMER III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GORDON FOWLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JUDITH FREYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MIGNON GROCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM HORN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARSHA HUNTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW JACOBS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LINDA E JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LISA LIEM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
YUEN SUNG LIU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CONNIE B MCCANN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN H MCFADDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
FRANK J MECHURA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN J MEDVECKIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT H MUNDHEIM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROY NEFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
C RICHARD NEU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT H ROCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MARK E RUBENSTEIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHIONA SCHWARZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JAY TOLSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PENELOPE P WATKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BETTY WHELCHEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JERRY WIND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · First-class or charter travel
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- FIRST CLASS OR CHARTER TRAVEL IS PROVIDED FOR OFFICIAL INSTITUTE BUSINESS WHEN DEEMED APPROPRIATE. THIS IS NOT INCLUDED IN TAXABLE COMPENSATION.
- PART I, LINE 4B
- ROBERTO DIAZ PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CONTRIBUTIONS IN THE AMOUNT OF $158,234 ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). UNDER THIS PLAN, CONTRIBUTIONS BECOME VESTED ON THE EARLIER OF (1) DEATH OF THE PARTICIPANT, (2) THE PARTICIPANT'S DISABILITY, OR (3) MAY 31, 2025, PROVIDED THAT THE PARTICIPANT REMAINS IN THE EMPLOY OF CURTIS THROUGH SUCH DATE UNLESS TERMINATION IS ON ACCOUNT OF DEATH OR DISABILITY. IN THE EVENT THAT ANY CONTRIBUTIONS IS NOT VESTED AT THE TIME OF THE PARTICIPANT'S TERMINATION OF EMPLOYMENT WITH CURTIS, SUCH CONTRIBUTIONS AND ANY EARNINGS CREDITED THERETO SHALL BE FOREVER FORFEITED BY THE PARTICIPANT. PAYMENT OF PLAN BENEFITS TO THE PARTICIPANT OR A BENEFICIARY SHALL BE MADE IN A SINGLE LUMP-SUM DISTRIBUTION AS SOON ADMINISTRATIVELY PRACTICABLE FOLLOWING THE DATE THE PARTICIPANT BECOMES VESTED. THE PLAN INCLUDES A SUBSTANTIAL RISK OF FORFEITURE.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
MARY LOUISE CURTIS BOK FOUNDATION
501(C)(3) · SUPPORTING ORGANIZATION · PA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440759349300739
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.