Mills Music Trust reported its financial performance for the third quarter and the nine months ended September 30, 2024, highlighting both revenue changes and profitability metrics. For Q3 2024, receipts from EMI amounted to $512.6 million, an increase from $467.3 million in Q3 2023. Over the nine-month period, receipts rose to $1,050.0 million from $956.3 million in the prior year. However, the Balance Available for Distribution decreased to $370.8 million in Q3 2024 from $395.9 million in Q3 2023, and for the nine months, it fell to $658.8 million from $686.0 million.

Cash distributions to unit holders also saw a decline, with Q3 2024 distributions totaling $(370.7 million) compared to $(395.8 million) in Q3 2023. For the nine months ended September 30, 2024, distributions were $(658.7 million), down from $(686.0 million) in the same period of 2023. The cash distribution per unit decreased to $1.33 in Q3 2024 from $1.43 in Q3 2023, and for the nine months, it fell to $2.37 from $2.47.

The Trust's income is primarily derived from a copyright catalogue consisting of over 12,000 music titles, with approximately 1,430 generating royalty income. The majority of receipts are from copyrights established prior to 1960, and the Trust relies on EMI to collect royalties and remit a portion to the Trust. The Trust's income is sensitive to the expiration of copyrights, which can lead to reduced royalty income.

Strategically, the Trust has been involved in ongoing disputes with EMI regarding royalty omissions and expense over-deductions identified in the Citrin Report, which covers the audit period from January 1, 2016, to December 31, 2020. As of May 8, 2024, the tolling period for these disputes has been extended through December 31, 2024. The Trust has not received the underpayments identified in the report and cannot assure recovery or a favorable resolution regarding future payments.

In terms of governance, Michael Reiss resigned as an Individual Trustee effective March 15, 2024, leaving a vacancy. The Trust has established a code of ethics and does not have an Audit Committee, opting instead for a policy for audit engagements with independent auditors. The administrative office is located at HSBC Bank, USA, N.A., and the Trust's financial condition remains unaffected by inflation, with no off-balance sheet arrangements reported.

About MILLS MUSIC TRUST

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