| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING, TAX & AUDIT FEES | 679,857 | 232,741 | 447,117 | 232,741 |
| Category | Amount |
|---|---|
| NONE |
| Description of Property | Date Acquired | Cost or Other Basis | Prior Years' Depreciation | Computation Method | Rate / Life (# of years) |
Current Year's Depreciation Expense | Net Investment Income | Adjusted Net Income | Cost of Goods Sold Not Included |
|---|---|---|---|---|---|---|---|---|---|
| LAND & IMPROVEMENT | 73,506,482 | 15,895,030 | SL | ||||||
| BUILDINGS | 1,622,632,432 | 656,019,962 | SL | ||||||
| FURNITURE & EQUIP | 78,323,912 | 52,894,599 | SL | ||||||
| WORK IN PROGRESS | 16,948,300 |
| Grantee's Name | Grantee's Address | Grant Date | Grant Amount | Grant Purpose | Amount Expended By Grantee | Any Diversion By Grantee? | Dates of Reports By Grantee | Date of Verification | Results of Verification |
|---|---|---|---|---|---|---|---|---|---|
|
ASSOCIATION DE GESTION DU SITE CAP MODER |
AVENUE LE CORBUSIER MARSHAL BAGHRA ROQUEBRUNE-CAP-MARTIN, 6190 FR |
2016-06-08 | 200,000 | FOR RESEARCH AND CONSERVATION PLANNING FOR EILEEN GRAY'S VILLA E-1027 IN ROQUEBRUNE-CAP-MARTIN | 0 | NO | N/A | 2016-08-02 | N/A |
|
THE BRITISH MUSEUM |
GREAT RUSSELL STREET LONDON, WC1B 3DG UK |
2015-08-13 | 100,000 | FOR PARTICIPANTS TO ATTEND THE WORKSHOP CREATING MUSEUMS OF WORLD STORIES AT THE CHHATRAPATIS | 100,000 | NO | 1/8/2016 | 2016-08-02 | PROPERLY EXPENDED |
|
THE BRITISH MUSEUM |
GREAT RUSSELL STREET LONDON, WC1B 3DG UK |
2016-02-23 | 200,000 | FOR RESEARCH & PLANNING RELATED TO THE EXHIBITION INDIA IN THE WORLD AT THE CHHATRAPATI SHIVAJI MAHAR | 11,658 | NO | 4/28/2016 | 2016-08-02 | PROPERLY EXPENDED |
|
EIDGENOSSISCHE TECHNISCHE HOCHSCHULE ZUR |
RAMISTRASSE 101 ZURICH, 8092 SZ |
2015-12-01 | 135,349 | FOR AN INSTITUTE IN DIGITAL ART HISTORY FOR GERMAN- SPEAKING COUNTRIES IN EUROPE. | 0 | NO | 1/28/2016 | 2016-08-02 | N/A |
|
INSTITUTO LINA BO E PM BARDI |
RUA GENERAL ALMERIO DE MOURA 200 SAO PAULO, 05690-080,SAO PAULO BR |
2016-06-08 | 195,000 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR LINA BO BARDI'S CASA DE VIDRO IN SAO | 0 | NO | N/A | 2016-08-02 | N/A |
|
INTERNATIONAL COUNCIL OF MUSEUMS |
MAISON DE L UNESCO 1 RUE MIOLLIS PARIS, CEDEX 15 FR |
2015-09-21 | 85,755 | FOR PARTICIPANTS FROM DEVELOPING COUNTRIES TO ATTEND 24TH TRIENNIAL GENERAL CONFERENCE IN MILAN | 0 | NO | 1/27/2016 | 2016-08-02 | N/A |
|
THE INT'L INST FOR CONSERV OF HIST & ART |
3 BIRDCAGE WALK WESTMINSTER LONDON, SW1H 9JJ UK |
2016-02-16 | 75,811 | FOR PARTICIPANTS FROM DEVELOPING COUNTRIES TO ATTEND 26TH INTERNATIONAL CONGRESS IN LOS ANGELES. | 0 | NO | N/A | 2016-08-02 | N/A |
|
KOSOVO'S ARCHITECTURE FOUNDATION |
HAKIF ZEJNULLAHU H/S 11-1/4 PRISHTINA, 10000 kosovo KV |
2016-06-08 | 89,000 | FOR RESEARCH & CONSERV. PLANNING RELATED TO THE DEV. OF A CONSERV. MGNT PLAN FOR ANDRIJA MUTNJAKOVIC' | 0 | NO | N/A | 2016-08-02 | N/A |
|
LIVERPOOL ROMAN CATHOLIC ARCHDIOCESAN TR |
CENTRE FOR EVANGELISATION CROXTETH LIVERPOOL, L17 1AA,LIVERPOOL UK |
2016-06-08 | 200,114 | FOR RESEARCH & CONSERV. PLANNING FOR SIR FREDERICK GIBBERD'S LIVERPOOL METROPOLITAN CATHEDRAL IN | 0 | NO | N/A | 2016-08-02 | N/A |
|
MAX WEBER STIFTUNG-DEUTSCHE GEISTESWISSE |
RHEINALLEE 6 BONN, 53173 GM |
2016-06-08 | 135,000 | FOR THE RESEARCH SEMINAR PARIS-CAPITAL OF MODERNITY FOR CHINESE SCHOLARS, ORGANIZED BY THE DEUTSC | 0 | NO | N/A | 2016-08-02 | N/A |
|
NIRMALA BAKUBHAI FOUNDATION |
5 RETREAT OPP UNDERBRIDGE SHAHI AHMEDABAD, 380004,GUJARAT IN |
2016-06-08 | 90,000 | FOR THE PREPARATION OF A CONSERV. PLAN FOR THE GAUTAM SARABHAI WORKSHOP BLDG AT THE B.M. INST FOR | 0 | NO | N/A | 2016-08-02 | N/A |
|
RUPRECHT-KARLS-UNIVERSITAT |
GRABENGASSE 1 HEIDELBERG, 69117 GM |
2016-06-08 | 225,000 | FOR THE SECOND PHASE OF THE RESEARCH SEMINAR SERIES THE ETHNOGRAPHIC EYE: ENTANGLED MODERNISMS - CHIN | 0 | NO | N/A | 2016-08-02 | N/A |
|
TWENTIETH CENTURY SOCIETY |
70 COWCROSS STREET LONDON, EC1M 6EJ UK |
2016-05-05 | 159,863 | FOR TWO CONVENINGS OF ARCHITECTURAL CONSERVATION PROFESSIONALS. | 0 | NO | N/A | 2016-08-02 | N/A |
|
WRITERSOF ARMENIA |
MARSHAL BAGHRAMYAN AVE 3 YEREVAN, 19 AM |
2016-06-08 | 130,000 | FOR THE PREPARATION OF A CONSERV. MGMT PLAN FOR KOCHAR AND MAZMANYAN'S WRITERS' RESORT IN SEVAN, ARM | 0 | NO | N/A | 2016-08-02 | N/A |
|
ALVAR AALTO FOUNDATION |
TIILIMAKI 20 HELSINKI, 330 FI |
2014-08-12 | 180,000 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR ALVAR AALTO'S PAIMIO SANATORIUM IN FINLAN | 180,000 | NO | 1/30/2016 | 2016-08-02 | PROPERLY EXPENDED |
|
BIBLIOTHEQUE NATIONALE DE FRANCE |
QUAI FRANCOIS-MAURIAC PARIS, CEDEX 13 75706 FR |
2006-09-06 | 82,000 | FOR THE PUBLICATION, MANUSCRITS ENLUMINES D'ORIGINE FLAMANDE. | 55,610 | NO | 10/23/2012 | 2016-08-02 | PROPERLY EXPENDED |
|
CCA - CENTRO DI CONSERVAZIONE ARCHEOL |
VIA DEL GAMBERO 19 ROME, 00187 IT |
2013-05-29 | 2,073,712 | FOR THE IMPLEMENTATION OF A THREE-YEAR TRAINING PROGRAM FOR MOSAICS RESTORERS | 1,143,571 | NO | 1/13/2016 | 2016-08-02 | PROPERLY EXPENDED |
|
CHARLES AND RAY EAMES HOUSE PRESERVATION |
203 CHAUTAUQUA BOULEVARD PACIFIC PALISADES,CA90272 |
2014-06-05 | 100,000 | FOR A STUDY OF INTERIOR AND EXTERIOR FINISHES OF THE EAMES HOUSE, PACIFIC PALISADES, CALIFORNIA. | 100,000 | NO | 8/28/2015 | 2016-08-02 | PROPERLY EXPENDED |
|
CHURCHWARDENS OF ST BAVO CATHEDRAL |
HOOFDKERKSTRAAT 1 GHENT, 9000 BE |
2013-01-10 | 194,223 | FOR PHASE TWO OF THE GHENT ALTARPIECE INTERACTIVE WEB APPLICATION, AS PART OF THE PANEL PAINTINGS I | 40,736 | NO | 3/10/2016 | 2016-08-02 | PROPERLY EXPENDED |
|
CICRP BELLE DE MAI |
21 RUE GUIBAL MARSEILLE, 13003 FR |
2012-06-04 | 646,030 | FOR THE IMPLEMENTATION OF A TWO-YEAR MOSAICS TECHNICIAN TRAINING PROGRAM IN ALGERIA. | 7,437 | NO | 4/26/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
COURTAULD INSTITUTE OF ART |
SOMERSET HOUSE STRAND LONDON, WC2R 0RN UK |
2012-05-09 | 231,000 | FOR TRAINING, CONDITION ASSESSMENTS, AND TREATMENT RELATED TO FOUR PAINTINGS IN THE COURTAULD | 230,730 | NO | 3/15/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
COURTAULD INSTITUTE OF ART |
SOMERSET HOUSE STRAND LONDON, WC2R 0RN UK |
2014-12-23 | 215,000 | FOR THE RESEARCH SEMINARS CHRISTIANITIES, ISLAMS AND THEIR INTERSECTIONS IN THE MEDIEVAL CAUCASUS. | 37,605 | NO | 2/29/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
FONDATION LE CORBUSIER |
8/10 SQUARE DU DOCTEUR BLANCHE PARIS, 75016 FR |
2014-06-05 | 199,126 | FOR RESEARCH/CONSERVATION PLANNING FOR PRESERVATION OF LE CORBUSIER'S APARTMENT AND STUDIO IN PARIS. | 199,126 | NO | 6/23/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
FONDATION STRUTT FOUNDATION |
1 HENFIELD AVENUE OTTAWA, K2J 1T7,ON CA |
2015-05-27 | 40,578 | FOR THE PREPARATION OF A CONSERVATION PLAN FOR THE STRUTT HOUSE IN THE NATIONAL CAPITAL AREA | 8,986 | NO | 1/28/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
FUNDACAO DE APOIO A UNIV DE SAO PAULO |
AV AFRANIO PEIXOTO 14 SAO PAULO, 05507-000 BR |
2015-05-14 | 200,000 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR VILANOVA ARTIGAS'S FACULTY OF ARCHITECTUR | 19,202 | NO | 1/29/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
FUNDACAO DE APOIO A UNIVERSIDADE FEDERAL |
RUA DR DIOGO DE FARIA 8 ANDAR-CJ8 SAO PAULO, 04037-003 BR |
2013-05-29 | 240,000 | FOR A SERIES OF VISITING PROFESSORSHIPS AND RESEARCH SEMINARS GLOBAL BAROQUE A | 173,097 | NO | 1/28/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
FUNDACAO DE DESENVOLVIMENTO DA PESQUISA |
AV PRESIDENTE ANTONIO CARLOS 6627 BELO HORIZONTE, CEP 31.270-901 BR |
2015-05-20 | 245,000 | FOR RESEARCH AND TECHNICAL STUDY OF CONCRETE ART IN BRAZIL. | 66,988 | NO | 1/29/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
FUNDACAO DE DESENVOLVIMENTO DA UNICAMP |
AV ERICO VERISSIMO NO 1251 DIS CAMPINAS CEP, 13.083-970 BR |
2013-03-05 | 245,000 | FOR A SERIES OF VISITING PROFESSORSHIPS AND ASSOCIATED WORKSHOPS. | 197,221 | NO | 3/15/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
FUNDACAO DE DESENVOLVIMENTO DA UNICAMP |
AV ERICO VERISSIMO NO 1251 CAMPINAS, CEP 13.083-970 BR |
2014-07-22 | 78,000 | FOR INTERNATIONAL PARTICIPANTS TO ATTEND THE 2015 CIHA COLLOQUIUM IN RIO DE JANEIRO, BRAZIL. | 73,225 | NO | 10/31/2015 | 2016-08-03 | PROPERLY EXPENDED |
|
FUNDACION ESPIGAS |
SARMIENTO 1853 PISO 4 BUENOS AIRES, C1044AAA AR |
2015-05-14 | 180,000 | FOR THE PROCESSING OF KEY ARCHIVAL DOCUMENTS RELATED TO MODERN LATIN AMERICAN ART. | 4,494 | NO | 11/4/2015 | 2016-08-03 | PROPERLY EXPENDED |
|
INTERNATIONAL COUNCIL OF AFRICAN MUSEUMS |
MUSEUM HILL ROAD PO BOX 38706 NG NAIROBI, 00600 KE |
2012-05-30 | 180,000 | FOR A MENTORING EXCHANGE PROGRAM FOR AFRICAN AND U.S. MUSEUM PROFESSIONALS. | 180,000 | NO | 1/31/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
INTERNATIONAL COUNCIL OF MUSEUMS |
MAISON DE LUNESCO PARIS, CEDEX 15 FR |
2014-05-12 | 49,900 | FOR PARTICIPANTS FROM DEVELOPING COUNTRIES TO ATTEND 2014 CONFERENCE OF COM-CIMAM IN DOHA, QATAR. | 39,273 | NO | 1/20/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
INTERNATIONAL COUNCIL OF MUSEUMS |
MAISON DE LUNESCO 1 RUE MIOLLIS PARIS, CEDEX 15 FR |
2013-05-06 | 50,777 | FOR PARTICIPANTS FROM DEVELOPING COUNTRIES TO ATTEND THE 2013 ANNUAL CONFERENCE OF THE INTE | 50,777 | NO | 8/1/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
INTERNATIONAL COUNCIL OF MUSEUMS |
MAISON DE LUNESCO 1 RUE MIOLLIS PARIS, CEDEX 15 FR |
2015-06-23 | 40,286 | FOR PARTICIPANTS FROM DEVELOPING COUNTRIES TO ATTEND THE 2015 ANNUAL CONFERENCE OF THE INTERNATION | 40,286 | NO | 3/20/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
INTERNATIONAL COUNCIL OF MUSEUMS |
MAISON DE LUNESCO 1 RUE MIOLLIS PARIS, CEDEX 15 FR |
2015-05-27 | 50,000 | FOR PARTICIPANTS FROM DEVELOPING COUNTRIES TO ATTEND THE 2015 ANNUAL CONFERENCE OF THE INTERNATION | 50,000 | NO | 10/14/2015 | 2016-08-03 | PROPERLY EXPENDED |
|
INT'L CENTRE FOR STUDY OF PRESERVATION |
VIA DI SAN MICHELE 13 ROME, 00153 IT |
2013-12-12 | 206,505 | FOR ARABIC TRANSLATION/ONLINE PUBLICATION OF KEY TEXTS RELATED TO THE CONSERVATION OF MOSAICS. | 94,872 | NO | 1/29/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
KUNSTHISTORISCHES MUSEUM MIT MUSEUM FUR |
BURGRING 5 VIENNA, 1010 AU |
2014-04-01 | 408,780 | FOR TREATMENT TRAINING: DAVID WITH THE HEAD OF GOLIATH AND STORMY LANDSCAPE BY PETER PAUL RUBENS. | 118,059 | NO | 7/15/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
KUNSTHISTORISCHES MUSEUM MIT MUSEUM FUR |
BURGRING 5 VIENNA, 1010 AU |
2012-05-09 | 237,538 | FOR TRAINING AND CONDITION ASSESSMENTS RELATED TO SIX PAINTINGS BY PIETER BRUEGHEL THE ELDER | 174,051 | NO | 12/10/2015 | 2016-08-03 | PROPERLY EXPENDED |
|
LEIBNIZ-INSTITUT FUR ASTROPHYSIK POTSDAM |
AN DER STERNWARTE 16 POTSDAM, 14482 GM |
2015-05-27 | 48,366 | FOR A COMPREHENSIVE CONDITION ASSESSMENT FOR ERICH MENDELSOHN'S EINSTEIN TOWER IN POTSDAM | 6,561 | NO | 1/29/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
MAX-PLANCK-GESELLSCHAFT ZUR FORDERUNG DE |
POSTFACH 10 10 62 MUNICH, 80084 GM |
2012-12-17 | 100,000 | FOR THE FINAL PHASE OF THE RESEARCH PROJECT ART, SPACE, AND MOBILITY | 57,004 | NO | 5/17/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
MUSEO NACIONAL DEL PRADO |
CALLE RUIZ DE ALARCON 23 MADRID, 28014 SP |
2013-12-12 | 148,687 | FOR TRAINING AND TREATMENT RELATED TO THREE PANEL PAINTINGS IN THE COLLECTION. | 0 | NO | 1/29/2016 | 2016-08-03 | N/A |
|
MUSEO NACIONAL DEL PRADO |
CALLE RUIZ DE ALARCON 23 MADRID, 28014 SP |
2011-06-08 | 389,043 | FOR TRAINING AND TREATMENT RELATED TO A SERIES OF SIX PANEL PAINTINGS. | 389,043 | NO | 4/11/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
MUSEUM OF ARCHITECTURE IN WROCLAW |
BERNARDYNSKA ST UL BERNARDYNSKA 5 WROCLAW, 50-156 PL |
2014-08-12 | 200,000 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR MAX BERG'S CENTENNIAL HALL IN WROCLAW | 200,000 | NO | 1/28/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
PANJAB UNIVERSITY |
SECTOR 14 CHANDIGARH, 160014 IN |
2015-05-14 | 130,000 | FOR THE PREPARATION OF A CONSERVATION PLAN FOR PIERRE JEANNERET'S GANDHI BHAWAN IN CHANDIGARH, IND | 30,300 | NO | 5/10/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
ROYAL MUSEUMS OF FINE ARTS OF BELGIUM |
RUE DU MUSEE 9 BRUSSELS, 1000 BE |
2011-06-08 | 404,320 | FOR TRAINING AND TREATMENT RELATED TO NINE OLD MASTER PAINTINGS. | 195,034 | NO | 2/2/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
RUPRECHT-KARLS-UNIVERSITAT |
GRABENGASSE 1 HEIDELBERG, 69117 GM |
2013-09-05 | 245,000 | FOR THE RESEARCH SEMINARS, THE ETHNOGRAPHIC EYE: CHINESE ART, C. 1920-1945. | 245,000 | NO | 5/31/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
SCHOOL OF ORIENTAL AND AFRICAN STUDIES |
THORNHAUGH STREET LONDON, WC1H 0XG UK |
2014-06-09 | 335,000 | FOR THE RESEARCH SEMINAR ART AND ARCHAEOLOGY OF THE CRUSADES IN THE EASTERN MEDITERRANEAN. | 252,084 | NO | 4/5/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
SOCIEDADE DE PROMOCAO DA CASA DE OSWALDO |
AV BRAZIL 4036 SALA 805 RIO DE JANEIRO, 21040-361 BR |
2015-05-27 | 60,000 | FOR THE PREPARATION OF A CONSERVATION PLAN FOR JORGE FERREIRA'S ARTHUR NEIVA PAVILION IN RIO DE JA | 17,425 | NO | 1/26/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
STATENS MUSEUM FOR KUNST |
SOLVGADE 48-50 COPENHAGEN, DK-1307 DA |
2013-06-11 | 122,109 | FOR THE TRANSLATION AND ONLINE PUBLICATION OF CONNAISSANCE DES PRIMITIFS PAR L'ETUDE D | 122,109 | NO | 4/18/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
STICHTING CENTRAAL MUSEUM |
POSTBUS 2106 UTRECHT, 3500 GC NL |
2015-05-14 | 140,600 | FOR RESEARCH AND CONSERVATION PLANNING FOR THE RIETVELD SCHRODER HOUSE IN UTRECHT, THE NETHE | 15,757 | NO | 2/2/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
STICHTING DE GOLF |
OOSTZAANSTRAAT 44 AMSTERDAM, 1013 WN NL |
2015-05-14 | 180,000 | FOR RESEARCH AND CONSERVATION PLANNING FOR MICHEL DE KLERK'S HET SCHIP IN AMSTERDAM, THE NETHERLAN | 47,765 | NO | 2/9/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
STICHTING NOORDBRABANTS MUSEUM |
POSTBUS 1004 'S-HERTOGENBOSCH, 5200 BA NL |
2013-10-28 | 237,790 | FOR AN INTERACTIVE WEB APPLICATION RELATED TO PANEL PAINTINGS BY HIERONYMUS BOSCH. | 167,232 | NO | 8/2/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
STICHTING NOORDBRABANTS MUSEUM |
POSTBUS 1004 'S-HERTOGENBOSCH, 5200 BA NL |
2013-02-26 | 190,198 | FOR TREATMENT AND TRAINING RELATED TO THREE PAINTINGS BY HIERONYMUS BOSCH | 188,179 | NO | 7/21/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
STICHTING RESTAURATIE ATELIER LIMBURG |
AVENUE CERAMIQUE 224 MAASTRICHT, 6221 KX NL |
2013-02-26 | 235,458 | FOR THREE WORKSHOPS FOR POSTGRADUATE TRAINEES AS PART OF THE PANEL | 235,458 | NO | 7/15/2015 | 2016-08-03 | PROPERLY EXPENDED |
|
THE BRITISH MUSEUM |
GREAT RUSSELL STREET LONDON, WC1B 3DG UK |
2011-06-08 | 885,244 | FOR A THREE-YEAR EAST AFRICA MUSEUM TRAINING PROGRAM. | 885,244 | NO | 5/6/2015 | 2016-08-03 | PROPERLY EXPENDED |
|
THE BRITISH MUSEUM |
GREAT RUSSELL STREET LONDON, WC1B 3DG UK |
2014-07-03 | 80,220 | FOR PARTICIPANTS TO ATTEND THE WORKSHOP "THE SIGNIFICANCE OF THE SARNATH SCHOOL OF ART." | 80,220 | NO | 1/26/2015 | 2016-08-03 | PROPERLY EXPENDED AND BALANCE REFUNDED |
|
THE BRITISH SCHOOL AT ROME |
VIA GRAMSCI 61 ROME, 00197 IT |
2012-05-08 | 97,110 | FOR A WORKSHOP ON PROTECTIVE SHELTERS FOR ARCHAEOLOGICAL SITES. | 55,203 | NO | 4/30/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
THE INT'L INST FOR CONSERV OF HIST & ART |
3 BIRDCAGE WALK LONDON, SW1H 9JJ UK |
2013-12-05 | 70,069 | FOR PARTICIPANTS FROM DEVELOPING COUNTRIES ATTENDING THE 25TH INTERNATIONAL CONGRESS, HONG KONG. | 70,069 | NO | 4/5/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
THE NATIONAL TRUST FOR SCOTLAND |
HERMISTON QUAY 5 CULTINS RD EDINBURGH, EH11 4DF UK |
2015-05-14 | 148,628 | FOR THE PREPARATION OF A CONSERVATION PLAN FOR CHARLES RENNIE MACKINTOSH'S HILL HOUSE IN HELENSBURGH | 0 | NO | 3/28/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
THE TEL AVIV-YAFO FOUNDATION |
CITY HALL YITZHAK RABIN SQUARE QIRYAT ONO, 64162 IS |
2014-09-15 | 130,000 | FOR SCIENTIFIC RESEARCH AND PLANNING FOR DOV KARMI'S MAX LIEBLING HOUSE. | 75,097 | NO | 2/26/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
THE UNIVERSITY OF EDINBURGH |
20 CHAMBERS STREET EDINBURGH, EH1 1JZ UK |
2006-04-17 | 440,000 | FOR THE LAUNCH, PILOT ISSUE AND FIRST FIVE YEARS OF PUBLICATION. | 440,000 | NO | 5/19/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
TUNGHAI UNIVERSITY |
NO1727 SEC4 TAIWAN BOULEVARD TAICHUNG, 40704 TW |
2014-08-12 | 175,000 | FOR RESEARCH AND CONSERVATION PLANNING RELATED TO I.M. PEI'S LUCE MEMORIAL CHAPEL IN TAIWAN. | 175,000 | NO | 6/21/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
TWENTIETH CENTURY SOCIETY |
70 COWCROSS STREET LONDON, EC1M 6EJ UK |
2015-05-27 | 68,525 | FOR A TWO-DAY CONVENING OF ARCHITECTURAL CONSERVATION PROFESSIONALS. | 68,525 | NO | 3/17/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
UNIVERSIDAD NACIONAL DE GENERAL SAN MART |
CAMPUS MIGUELETE-25 DE MAYO Y FRANC SAN MARTIN, BUENOS AIRES, 1650 AR |
2015-05-20 | 240,000 | FOR RESEARCH AND TECHNICAL STUDY OF CONCRETE ART IN ARGENTINA. | 237,263 | NO | 2/3/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
UNIVERSIDAD NACIONAL DE TRES DE FEBRERO |
MOSCONI 2736 SAENZ PENA, BUENOS AIRES, B1674AHF AR |
2015-05-14 | 110,000 | FOR THE FINAL PHASE OF THE RESEARCH PROJECT MATERIALITY BETWEEN ART, SCIENCE, AND CULTURE IN THE VICE | 17,023 | NO | 7/31/2006 | 2016-08-03 | PROPERLY EXPENDED |
|
UNIVERSIDADE DO ESTADO DO RIO DE JANEIRO |
RUA SAO FRANCISCO XAVIER 524 RIO DE JANEIRO, 20550-900 BR |
2012-06-04 | 310,000 | FOR A SERIES OF RESEARCH SEMINARS AND FACULTY AND STUDENT EXCHANGES | 271,927 | NO | 8/3/2015 | 2016-08-03 | PROPERLY EXPENDED |
|
UNIVERSITA DEGLI STUDI DI URBINO CARLO B |
VIA AURELIO SAFFI 2 URBINO, 61029 IT |
2015-05-14 | 195,000 | FOR THE PREPARATION OF A CONSERVATION PLAN FOR THE GIANCARLO DE CARLO BUILDINGS AT THE UNIVERSIT | 58,805 | NO | 2/1/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
UNIVERSITAT ZURICH |
RAMISTRASSE 71 ZURICH, CH-8006 SZ |
2013-05-29 | 185,000 | FOR A SERIES OF VISITING PROFESSORSHIPS AND RESEARCH SEMINARS "LATIN AMERICAN BAROQUE" | 114,824 | NO | 1/30/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
UNIVERSITY OF CAMBRIDGE |
UNIVERSITY OF CAMBRIDGE CAMBRIDGE, CB2 1TN UK |
2013-12-12 | 146,367 | FOR TRAINING AND TREATMENT RELATED TO ELEVEN PANEL PAINTINGS IN THE ROYAL COLLECTION. | 65,523 | NO | 2/28/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
UNIVERSITY OF CAMBRIDGE |
UNIVERSITY OF CAMBRIDGE CAMBRIDGE, CB2 1TN UK |
2011-05-09 | 224,153 | FOR TRAINING AND TREATMENT RELATED TO FIVE PANEL PAINTINGS. | 224,153 | NO | 9/18/2015 | 2016-08-03 | PROPERLY EXPENDED |
|
UNIVERSITY OF EDINBURGH |
20 CHAMBERS STREET EDINBURGH, CITY OF, EH1 1JZ UK |
2014-06-09 | 60,995 | FOR ART IN TRANSLATION ISSUE ON THE GETTY FOUNDATION'S CONNECTING ART HISTORIES INITIATIVE. | 2,952 | NO | 5/25/2016 | 2016-08-03 | PROPERLY EXPENDED |
|
UNIVERSITY OF EDINBURGH |
20 CHAMBERS STREET EDINBURGH, EH1 1JZ UK |
2012-09-06 | 100,000 | FOR THE ONLINE JOURNAL "ART IN TRANSLATION" | 22,881 | NO | 8/24/2015 | 2016-08-03 | PROPERLY EXPENDED |
| Identifier | Return Reference | Explanation |
|---|---|---|
| Depreciation Expense | Depreciation Expense | Depreciation and Depletion, Part I, Line 19 Historical Prior Yr Accum Depreciation Cost Depreciation Expense Land & Improvements $73,506,482 $15,895,029 $1,498,039 Buildings & Leasehold $1,625,042,037 $656,019,962 $41,404,494 Improvements Furniture & $82,286,754 $52,673,792 $3,879,525 Equipment Construction in $18,764,645 $0 $0 Progress _________________________________________________________________________ Total: $1,799,599,918 $724,588,783 $46,782,058 Land, Building and Equipment Part II, Line 14 ACCUM. COST DEPREC. BOOK VAL. MRKT VAL. LAND & $73,506,482 $17,393,067 $56,113,415 $62,656,395 IMPROVEMENTS BUILDINGS & $1,625,042,037 $697,424,457 $927,617,581 $927,617,581 LEASEHOLD IMPROVEMENTS FURNITURE & $82,286,754 $56,553,317 $25,733,436 $32,701,224 EQUIPMENT CONSTRUCTION $18,764,645 $0 $18,764,645 $18,764,643 IN PROGRESS _________________________________________________________________________ TOTALS $1,799,599,918 $771,370,841 $1,028,229,077 $1,041,739,843 List of Assets Sold ASSET DESCRIPTION: METHOD OF SOLD TO: ACQUISITION: SCANNER PURCHASE C & M METALS, INC. 1709 EAST 24TH ST., LOS ANGELES, CA 90058 ARTWORK PURCHASE MUSEO ARCHEOLOGICO IN AIDONE LARGO TRUPPIA, 31, 94010 AIDONE EN, ITALY WORKSTATION PURCHASE IRVING STEAM MAGNET MIDDLE SCHOOL 3010 ESTARA AVE, LOS ANGELES, CA 90065 GEM VEHICLE PURCHASE C & M METALS, INC. 1709 EAST 24TH ST., LOS ANGELES, CA 90606 UPRIGHT LIFT PURCHASE SOUTHERN CALIFORNIA MATERIAL HANDLING 12393 SLAUSON AVE., WHITTIER, CA 90606 GMC TRUCK PURCHASE MAURO RAMOS 4636 N. MEADOW ST., MOORPARK, CA 93021 GAS CHROMATOGRAPH PURCHASE COLLEGE OF THE DESERT FOUNDATION 43-500 MONTERREY AVE., PALM DESERT, CA 92260 SCANNER PURCHASE BOYS AND GIRLS CLUB OF HOLLYWOOD 850 N CAHUENGA BLVD., LOS ANGELES, CA 90038 COMPUTERS PURCHASE EMPLOYEES (NON-DISQUALIFIED PERSONS) 1200 GETTY CENTER DRIVE, STE. 401 LOS ANGELES, CA 90049 |
| EXPENDITURE RESPONSIBILITY GRANTS | EXPENDITURE RESPONSIBILITY GRANTS | PART VII-B, QUESTION 5(C) IN ACCORDANCE WITH IRS REGULATION 53.4945-5(D)(2), THE FOLLOWING INFORMATION IS PROVIDED REGARDING GRANTS MADE OR OUTSTANDING DURING THE YEAR TO ORGANIZATIONS NOT QUALIFYING UNDER IRC 509(A)(1), 509(A)(2), 509(A)(3) OR 4940(D)(2). FOR EACH EXPENDITURE RESPONSIBILITY GRANT, THE (1) NAME AND ADDRESS OF THE GRANTEE, (2) DATE AND AMOUNT OF THE GRANT, (3) PURPOSE OF THE GRANT, (4) AMOUNTS EXPENDED BY THE GRANTEE (BASED ON THE MOST RECENT REPORT RECEIVED FROM THE GRANTEE), (5) DATES OF ANY REPORTS RECEIVED FROM THE GRANTEE, (6) DATE AND RESULTS OF ANY VERIFICATION OF THE GRANTEE'S REPORTS UNDERTAKEN BY OR AT THE DIRECTION OF THE J. PAUL GETTY TRUST AND (7) WHETHER, TO THE KNOWLEDGE OF THE J. PAUL GETTY TRUST, IF THE GRANTEE HAS DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. NOTE, TO THE BEST OF OUR KNOWLEDGE AND BELIEF, THERE WERE NO DIVERSIONS OF GRANT FUNDS BY ANY GRANTEE for ANY USE NOT IN FURTHERANCE OF A PURPOSE SPECIFIED IN THE GRANT. ALSO NOTE THAT FOR GRANTS APPROVED OR PAID IN THE CURRENT TAX YEAR, INFORMATION REGARDING THE AMOUNTS EXPENDED BY THE GRANTEE AND THE DATES OF ANY REPORTS RECEIVED FROM THE GRANTEE IS NOT AVAILABLE AT THE TIME OF THE FILING OF THIS RETURN. SEE ATTACHMENT 19 FOR FURTHER DETAILS. |
| Part IX-A Summary of Direct Charitable Activities Line 1 | Part IX-A Summary of Direct Charitable Activities Line 1 | THE J. PAUL GETTY MUSEUM AT THE GETTY CENTER AND THE J. PAUL GETTY MUSEUM AT THE GETTY VILLA THE J. PAUL GETTY MUSEUM AT THE GETTY CENTER FY16 1,559,544 PEOPLE VISITED THE MUSEUM AT THE GETTY CENTER FREE OF CHARGE DURING FY16. IN ADDITION TO PRESENTING WORKS OF ART FROM THE PERMANENT COLLECTION AND 21 TEMPORARY EXHIBITIONS, THE MUSEUM PROVIDED A WIDE VARIETY OF FREE INTERPRETIVE MATERIALS, PROGRAMS, AND SERVICES ON A DAILY BASIS. THESE INCLUDED GALLERY, ARCHITECTURE, AND GARDEN TOURS; INTERACTIVE AND EDUCATIONAL SPACES INCLUDING THE FAMILY ROOM, AND THE SKETCHING GALLERY; AN ORIENTATION FILM; AND A VARIETY OF PRINTED MATERIALS INCLUDING MAPS AND VISITOR'S GUIDES. IN ADDITION TO THE ACTIVITIES LISTED ABOVE, WHICH ARE AVAILABLE TO ALL VISITORS ON A DAILY BASIS, THE GETTY MUSEUM PROVIDED A VARIETY OF OTHER ACTIVITIES AND SERVICES AT THE GETTY CENTER. THEY INCLUDED: . GETTY GETAWAY DAYS, FAMILY ART LAB, FAMILY DRAWING HOUR, AND ART ADVENTURES ARE FREE PROGRAMS AND MATERIALS, SOME OF WHICH ARE OFFERED IN SPANISH, WHICH SERVE FAMILIES WITH CHILDREN. . THE SCHOOL PROGRAM SERVED APPROXIMATELY 122,296 STUDENTS AND TEACHERS DURING FY16. WE SPENT $635,261 ON BUS TRANSPORTATION FOR TITLE 1 SCHOOLS. . THE TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS SERVED LOCAL EDUCATORS TO HELP THEM INTEGRATE ART EDUCATION INTO THEIR ACTIVITIES. THE GETTY MUSEUM PROVIDED, FREE-OF-CHARGE LECTURES, SEMINARS, ARTIST-AT-WORK DEMONSTRATIONS, AND DRAWING-BASED PROGRAMS. IN ADDITION, THE SKETCHING GALLERY, AN ACTIVE-LEARNING SPACE DESIGNED FOR ADULT VISITORS TO VIEW ART AND TO COPY FROM ORIGINAL PAINTINGS AND CASTS OF SCULPTURE, SERVED A TOTAL OF OVER 151,387 VISITORS IN FY16. . 5,971 ATTENDEES FROM COLLEGES AND UNIVERSITIES (NON-PROFIT ORGANIZATIONS) TOOK ADVANTAGE OF OUR SELF-GUIDED TOURS AND EDUCATION RESOURCES, WHILE ANOTHER 545 WERE PROVIDED GUIDED GALLERY TOURS. . THE MUSEUM HOSTED 2 LARGE-SCALE FREE FAMILY FESTIVALS (ATTENDANCE: 12,978), WHICH FEATURED ART-MAKING ACTIVITIES, GALLERY ACTIVITIES, STORYTELLING, AND A VARIETY OF COMMUNITY-BASED MUSIC, DANCE, AND THEATER PERFORMANCES RELATED TO CURRENT EXHIBITIONS. . THERE WERE 29 FREE PERFORMING ARTS PROGRAMS(ATTENDANCE: 29,782), INCLUDING THE SERIES FRIDAY NIGHT FLIGHTS, SATURDAY NIGHTS AT THE GETTY, SATURDAYS OFF THE 405, GARDEN CONCERTS FOR KIDS, SOUNDS OF LA, AND FILM/VIDEO PROGRAMS. The J. Paul Getty Museum at the Getty Villa - FY 16 453,549 PEOPLE VISITED THE MUSEUM AT THE GETTY VILLA FREE OF CHARGE DURING FY16. IN ADDITION TO PRESENTING WORKS OF ART FROM THE PERMANENT COLLECTION AND 4 TEMPORARY EXHIBITIONS, THE MUSEUM PROVIDED A WIDE VARIETY OF FREE INTERPRETIVE MATERIALS, PROGRAMS, AND SERVICES ON A DAILY BASIS. THESE INCLUDED GALLERY, ARCHITECTURE AND GARDEN, AND ORIENTATION TOURS; INTERACTIVE AND EDUCATIONAL SPACES INCLUDING THE TIMESCAPE ROOM, THE FAMILY FORUM, THE GETTYGUIDE ROOM, AND A READING ROOM; AN ORIENTATION FILM; AND A VARIETY OF PRINTED MATERIALS INCLUDING MAPS AND VISITOR GUIDES. IN ADDITION TO THE ACTIVITIES LISTED ABOVE, WHICH ARE AVAILABLE TO ALL VISITORS ON A DAILY BASIS, THE GETTY MUSEUM PROVIDED A VARIETY OF OTHER ACTIVITIES AND SERVICES AT THE GETTY VILLA. THEY INCLUDED: . ART ODYSSEY, ARTQUEST TOURS, ART DETECTIVE CARDS AND FAMILY GUIDES ARE FREE PROGRAMS AND MATERIALS, SOME OF WHICH ARE OFFERED IN SPANISH, WHICH SERVED FAMILIES WITH CHILDREN. . THE VILLA SCHOOL PROGRAM SERVED APPROXIMATELY 51,231 STUDENTS AND TEACHERS. WE SPENT $258,967 ON BUS TRANSPORTATION FOR TITLE 1 SCHOOLS. . TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS SERVED LOCAL EDUCATORS AND COMMUNITY ORGANIZATIONS TO HELP THEM INTEGRATE ART EDUCATION INTO THEIR ACTIVITIES. . 6,817 ATTENDEES FROM COLLEGES AND UNIVERSITIES (NON-PROFIT ORGANIZATIONS) TOOK ADVANTAGE OF OUR SELF-GUIDED TOURS AND EDUCATION RESOURCES, WHILE ANOTHER 1,465 WERE PROVIDED GUIDED GALLERY TOURS. . THE VILLA THEATER EDUCATION PROGRAMS HOSTED STUDENTS AND FACULTY TO THEATER PRODUCTIONS AT THE VILLA AND ARRANGED FOR TALKS WITH THEATER PRODUCTION STAFF AFTER THESE EDUCATIONAL MATINEES AT THE OUTDOOR THEATER AND THEATER LAB PRODUCTIONS. . VILLA VISITORS ALSO ATTENDED DROP-IN GALLERY TOURS, INCLUDING COLLECTION HIGHLIGHTS TOURS, SPOTLIGHT TALKS, POINT-OF-VIEW TALKS, FOCUS TOURS, SPECIAL EXHIBITION TOURS, AND CURATOR- AND CONSERVATOR-LED GALLERY TALKS. . THERE WERE 2 FREE PERFORMING ARTS PROGRAMS (ATTENDANCE: 916) THAT INCLUDED SPECIAL PERFORMANCES OF THE OUTDOOR THEATER PRODUCTION MOJADA: A MEDEA IN LOS ANGELES FOR COLLEGE AND HIGH SCHOOL STUDENTS. |
| Part IX-A Summary of Direct Charitable Activities Line 2 | Part IX-A Summary of Direct Charitable Activities Line 2 | THE GETTY RESEARCH INSTITUTE ("GRI") The Getty Research Institute (GRI) meets the Gettys research mission and its goal of advancing scholarship in the fields of art and art history. It exists to bring together the resources and activities required to advance understanding of the visual arts taken in their widest possible significance. The Getty Research Institute provides valuable support for scholars through a residential scholars program and extensive research collections, which include over 27,400 linear feet of manuscripts, 1,370 linear feet of archives, 5,380 linear feet of photographs, 2,400 linear feet of architectural models, 5,090 artists books, two million study photographs, 72,420 rare books and serials, 1,352,638 volumes of printed books, periodicals, auction catalogues, and 278,715 volumes in electronic format. Access to the collections and to scholarship conducted at the Research Institute is made available at the local, national, and international levels through active publications and exhibitions programs, online databases, and a wide range of public programming that includes lectures, performances, and symposia. The Research Library The Research Library service desks, including the Special Collections Reading Room, were open to serve outside patrons for approximately 38 hours per week. As of June 30, a total of 10,151 readers were registered to use the library. The Research Library recorded 14,548 visits by outside patrons to the collections. Nearly 425 Extended Readers were provided access to the library for an additional 50 hours per week. Research Library staff answered 12,291 reference requests made by outside patrons. The Research Library circulated 46,681 items to outside patrons. The Research Library received 9,676 Interlibrary Loan Requests from other libraries and academic institutions. The Research Library circulated 26,398 general collections and 20,283 special collections items to outside patrons for a total of 46,681 items in FY16. The Research Library loaned 325 original items for public exhibition to outside institutions, including the exhibitions World War I: War of Images, Images of War at the Mildred Lane Kemper Art Museum, St. Louis; Robert Maplethorpe: The Perfect Medium at the Los Angeles County Museum of Art; and The Beat Generation at the Centre Georges Pompidou, Paris. The Research Library staff hosted meetings and provided mentoring, training, workshops, participated in symposiums, panel discussions, and lectures and classes for non-profit cultural and professional organizations, colleges, universities and other institutions. Research Databases Since April 1, 2011, the Getty has provided access to the Bibliography of the History of Art (BHA) and to the Rpertoire de la litterature de l'art (RILA) for no charge on its Web site at http://library.getty.edu/bha. The databases, searchable together, cover material published between 1975 and 2007, and average approximately 715 online searches per day. The Getty Research Portal has added another three contributing institutions, and now offers global and open access to more than 102,000 digitized art history texts. In the past year, 186,745 searches were performed in the Portal. The Project for the Study of Collecting and Provenance (PSCP), which includes the Getty Provenance Index, is currently involved in two ongoing database projects: "British Sales 1680-1780" which is a collaboration with the National Gallery, London; and "German Sales 1901-1930" which is a collaboration with the University Library Heidelberg and Kunstbibliothek, SMPK Berlin. The "Knoedler Stock Books" database, which received financial support from the Samuel H. Kress Foundation, has been finished and released recently. All Provenance Index databases are accessible online free of charge. The Provenance Index-with transcriptions of archival inventories, sale catalogs, dealer stock books, and other relevant documents-offer a rich resource for scholars around the world interested in the study of collecting and provenance. The Getty Vocabulary Program provided online resources; education and outreach activities; mentoring and training, including Webinars, telephone and e-mail consultations, workshops, presentations at conferences, and on-site meetings and demonstrations, to Web users as well as staff from numerous non-profit cultural organizations during fiscal year 2016. The four Getty vocabulary databases (Art & Architecture Thesaurus, Union List of Artist Names, Getty Thesaurus of Geographic Names, and Cultural Objects Name Authority) as well as the iconography module (CONA Iconography Authority) continued to be available on the World Wide Web free of charge. Average usage (page views) for all four of these searchable vocabularies for 2016 were consistently among the top resources accessed at the GRI Web site, growing to approximately 225,000 searches per month, with users from all fifty states in the United States and many foreign countries; the preponderance of usage of the Getty vocabularies on the Web is from ".edu"org." institutions. In addition the ongoing licensing of the data files to not for profits, a new method of releasing the data free of charge as Linked Open Data was put into effect for AAT, TGN, and ULAN, allowing implementers of the vocabularies to freely link and use the data in digital art history and other applications. The vocabulary resources are heavily used and accessed by thousands of users monthly, including libraries, museums, archival professionals, students, and other users in the U.S. and internationally. The publications of the Vocabulary Program included a revised edition of the Introduction to Controlled Vocabularies, the online Categories for the Description of Works of Art, editorial manuals, training modules, cataloguing examples, and sample data for downloading and testing, all which continued to be available free of charge on the GRIs Web site. The Getty Vocabulary Program consulted free of charge with the Pinacoteca de So Paulo and other Brazilian entities, who translated and published the Introduction to Controlled Vocabularies in Portuguese. Digital Collections The Research Institute significantly increased its production of digitization of books, photographs, works on paper, and other special collection material during FY2016. The images, created and ingested this year total over 388,000 individual images from the special collections and 3,443,000 pages from the librarys book collections. The GRIs repositories now contain more than 800,000 individual images. These are available to the public free-of-charge over the Internet via the Gettys website as well as other digital repositories such as the Internet Archive (http://archive.org), the ARTstor Digital Library (http://www.artstor.org), and the Digital Public Library of America (http://dp.la). Users worldwide have downloaded GRIs digitized books more than 12,992,000 times. Residential Scholars Program and Grants During the 2015/2016 scholar year, the theme at the Getty Research Institute was Art and Materiality, and the Getty Villa Scholars Program was The Classical World in Context: Egypt. Getty Scholars and Getty Fellows began their residencies in September. Throughout the course of the scholar year Visiting Scholars arrived and worked at the Research Institute and Villa for periods of three to six months. Participants pursued their individual projects, conversed in the weekly scholar presentation, attended lectures and other events, took part in workshops, and informally shared their ideas with staff and with one another. During Fiscal Year 2016 the Research Institute awarded a total of 99 grants, including (56) grants to Scholar and Fellow participants in the scholar year, (35) Library Research Grants, and (8) Graduate Interns. |
| RESEARCH PROJECTS | RESEARCH PROJECTS | In Fiscal Year 2016, the Research Institutes research agenda comprised sixteen staff led collaborative research projects that produced a wide variety of public and educational programs, along with another seven projects that focused on finalizing book-length publications. Program, exhibition, and publication details can be found in the lists below. In addition, the GRI hosted 25 visits by project researchers- scholars who come to the GRI to work with staff and special collections on topics related to the GRIs research agenda. Programming Lectures and Conversations "Fit for a King: Louis XIV and the Art of Fashion", lecture by Kimberly Chrisman-Campbell, August 23, 2015 "The Oxford Companion to Sugar and Sweets", lecture by Darra Goldstein, October 21, 2015 "Edible Delights in History", conversation with Nancy Zaslavsky, Marcia Reed, Christine Sciacca, and Anne Willan, October 14, 2015 "Looking East, Looking West: Mughal Painting Between Persia and Europe", lecture by Kavita Singh, November 19, 2015 "Playing the Scalco: Serving Meals Directly from Renaissance Banquet Literature", lecture by Ken Albala, January 10, 2016 "Eating the Edifice", lecture by Ivan Day, January 31, 2016 "Royal Cavities: The Bitter Implications of Sugar Consumption in Early Modern Europe", lecture by Joseph Imorde, February 21, 2016 "Bartolomeo Scappi's Paper Kitchens", lecture by Deborah L. Krohn, March 6, 2016 "Dunhuang as Nexus of the Silk Road During the Middle Age", lecture by Victor Mair, May 19, 2016 Conferences and Symposia "Photo Archives V: The Paradigm of Objectivity", symposium co-organized by the GRI, the Huntington, and Costanza Caraffa of the Kunsthistorisches Institut, February 25-26, 2016 "Conceptualisms Worldly Matter", colloquium organized by the GRI with support from the Volkswagen Foundation, March 10, 2016 "Art and Materiality", annual scholar symposium, April 18-19, 2016 "Cave Temples of Dunhuang: History, Art, and Materiality", a symposium in honor of the life and work of Fan Jinshi at the Mogao Grottoes, May 20-21, 2016 Workshops, Seminars, and Demonstrations Photography & Visual Arts in Cold War Hungary, workshop, July 20-21, 2015 Florentine Codex Seminar, workshop, September 17, 2015 Ed Ruscha "Streets of LA Archive", workshop, October 28-30, 2015 German Studies Group, workshop, November 20, 2015 Making Sugar Sculpture First Session, demonstration by Ivan Day, January 31, 2016 Making Sugar Sculpture Second Session, demonstration by Ivan Day, January 31, 2016 GRI Townhall, February 8, 2016 Producing Empire: The ACHAC Archives, workshop, April 21-22, 2016 Urban Transfer(s) in Action: Building the Latin American Metropolis, from Independence to the Threshold of Modernism, workshop, April 27-29, 2016 Early Modern Print Culture and the Islamic World workshop, June 2-4, 2016 Remodeling the Getty Provenance Index: Workshop II Connectivity, workshop, June 9-10, 2016 Cave Visions: Dunhuang, workshop, June 21-23, 2016 Tours and Receptions Graduate Student and Faculty Reception; Welcome and Orientation to the Getty Research Institute Library, tour and reception, January 23, 2016 Newberry Library Trustee Visit, March 17, 2016 Film Screenings Art on Screen Presents "Living Art: An Evening with James Scott", film screening and conversation, December 2, 2015 Art on Screen Presents "BURDEN", film screening and conversation, May 31, 2016 "Video Art in Latin America", film screening, June 8, 2016 Performances "An Evening with Patti Smith", April 30, 2016 "An Evening with Patti Smith", May 1, 2016 "Cornelia Funke's Voyage into the Caves of Ten Thousand Buddha's", June 19, 2016 Exhibition Openings "The Edible Monument: The Art of Food for Festivals", Exhibition Opening and Reception, October 14, 2015 "Cave Temples of Dunhuang, Buddhist Art on China's Silk Road", May 6, 2016 Publications The Publications Program published the following books (July 1, 2015June 30, 2016): "Lawrence Alloway: Critic and Curator" Edited by Lucy Bradnock, Courtney J. Martin, and Rebecca Peabody "Pietro Mellinis Inventory in Verse, 1681" Edited by Murtha Baca and Nura Rodriguez Ortega With notes and essays by Murtha Baca, Francesca Cappelletti, Helen Glanville, and Nura Rodriguez Ortega "Qing Encounters: Artistic Exchanges between China and the West" Edited by Petra ten-Doesschate Chu and Ning Ding "The Edible Monument: The Art of Food for Festivals" Edited by Marica Reed With contributions by Charissa Bremer-David, Joseph Imorde, Marcia Reed, and Anne Willan "Man Ray: Writings on Art" Edited by Jennifer Mundy "Robert Mapplethorpe: The Archive" Frances Terpak and Michelle Brunnick With essays by Patti Smith and Jonathan Weinberg "Getty Research Journal, no. 8 (2016)" Edited by Gail Feigenbaum "Futurist Painting Sculpture (Plastic Dynamism)" Umberto Boccioni Introduction by Maria Elena Versari Translation by Richard Shane Agin and Maria Elena Versari "The Artist and His Critic Stripped Bare: The Correspondence of Marcel Duchamp and Robert Lebel" Bilingual Edition Edited and translated by Paul B. Franklin With a foreword by Jean-Jacques Lebel "The Shining Inheritance: Italian Painters at the Qing Court", 1699-1812 Marco Musillo "Introduction to Metadata (Third Edition)" Edited by Murtha Baca "The Invention of the American Art Museum: From Craft to Kulturgeschichte", 1870-1930 Kathleen Curran Exhibitions The following exhibitions were produced by the Getty Research Institutes Exhibition program, and presented in the Getty Research Institutes gallery: "A Kingdom of Images: French Prints in the Age of Louis XIV, 1660-1715" June 16, 2015 September 6, 2015 Attendance: 44,024 "The Edible Monument: The Art of Food for Festivals" October 13, 2015 March 13, 2016 Attendance: 114,598 "Cave Temples of Dunhuang: Buddhist Art on Chinas Silk Road" May 7, 2016 September 4, 2016 Attendance (as of 8/20/2016): 173,561 |
| Part IX-A Summary of Direct Charitable Activities Line 3 | Part IX-A Summary of Direct Charitable Activities Line 3 | The Getty Conservation Institute ("GCI") The Getty Conservation Institute (GCI) serves the conservation community through scientific research, education and training, model field projects, and the dissemination of the results of both its own work and the work of others in the field. The GCI focuses on the creation and delivery of knowledge that will benefit the professionals and organizations responsible for the conservation of the worlds cultural heritage. Examples of the Getty Conservation Institutes activities in North and Central America, Africa, Europe, and the Middle East are included below. From May 7th through September 4th, 2016, the Getty exhibition Cave Temples of Dunhuang: Buddhist Art on China's Silk Road opened to the public. Organized by the Getty Conservation Institute, the Getty Research Institute, the Dunhuang Academy, and the Dunhuang Foundation, the exhibition will celebrate the over 25 years of collaboration between the GCI and the Dunhuang Academy to conserve and protect the Mogao Grottoes, a World Heritage site. In July 2015, the Nineteenth International Course on Stone Conservation concluded in Rome. This partnership between the GCI, ICCROM (International Centre for the Study of the Preservation and Restoration of Cultural Property) and the Non-Catholic Cemetery in Rome, brought together twenty international midcareer conservators, architects, scientists and engineers to participate in a twelve-week, in-depth program to address all aspects of stone conservation. In October 2015, the GCI partnered with the University Art Museum at California State University, Long Beach and the Museum of Latin American Art to present, "FAR-SITED: Creating and Conserving Art in Public Places", a three-day conference examining the creation and conservation of public art. On November 12, 2015, the GCI hosted, "Abstract Expressionism: Time, Intention, Conservation, and Meaning" at the Getty Center. Organized by the Clyfford Still Muesum Research Center, this day-long gathering focused on the conservation and preservation of abstract expressionist artworks. Conservation scientists and conservators with extensive and unique knowledge of these artists' materials and techniques presented talks discussing how their discipline may impact our understanding of the artists' work. As part of the GCIs Middle East Photograph Preservation Initiative (MEPPI), the GCI hosted the first environmental workshop in Beirut, in November 2015. The workshop included lectures, case studies, practical exercises, and visits to photograph collections to provided participants, already active in photograph preservation, with in-depth learning opportunities and practical skills development activities to explore environmental impact, condition assessments, environmental monitoring and control options, selecting and creating enclosures, cold storage, lighting, and mold management for photograph collections. In November 2015, the GCI, Getty Research Institute, and Tate host a major international conference, "Media in Transition", at Tate Modern in London. The conference focused on the implications of collecting time-based media works of art and related practices. The program explored how the field is adapting and responding to these new forms of artistic practice, and how emerging modes of collaboration between artists, conservators, art historians, technical experts, and curators can help advance the field. The GCI hosted a panel discussion, Design, Transform, Conserve: The Remaking of Sunnylands, in January 2016. Experts offered multiple perspectives on how the transformation of Sunnylands, from a private residence to a public facility, is a masterful example of adaptive reuse that encompasses architecture, landscape design, preservation, and water conservation. In February 2016, the Getty Conservation Institute, with the Lunder Conservation Center at the Smithsonian American Art Museum and the National Portrait Gallery in Washington, DC, organized a two-day class, "Master Class on Museum Lighting: Options Beyond White LED" to discuss recent developments in museum and gallery lighting and to present methodoloigies for the effective use and evaluation of the new generations of LED lighting for museum settings. The GCI and the Getty Foundation hosted the 4th International Iconic Houses Conference, "A California State of Mind: The Modern House Museum in Southern California" at the Getty Center, in February 2016. The three-day lecture and tour program was attended by 120 stewards and professionals involved in the conservation of important modern houses. The conference included two workshops hosted by the GCI. The first, on conservation management plans and how to use these tools to provide a framework for the care and conservation of historic places. The second, focused on sustainable funding for small house museums. In March of 2016, the GCI, in partnership with the University of Santa Barbara, hosted a two day symposium, "Analytical Methodologies & Research Partnerships at the Interface of Chemistry & Art/Archeology", during the 251st American Chemical Society National Meeting & Exposition in San Diego. In conjunction with the GCI's Contemporary Architecture in the Historic Environment (CAHE) project, in March 2016, the GCI hosted "The Iconic Building and the Historic City" at the Getty Center. Invited Speaker, Charles Jencks, a world-renowned cultural theorist, landscape designer, architectural critic and historian examined the iconic building trend and discussed the role of these new constructions in historic cities. The event advanced the CAHE projects focus of developing methodologies and tools to guide the design of new buildings in historic environments and assess their impacts. As part of the Getty exhibition, Cave Temples of Dunhuang: Buddhist Art on China's Silk Road, in May, the Getty Conservation Institute and the University of California, Los Angeles hosted a scholarly symposium, bringing together more than twenty international scholars to explore the unique confluence of historical perspectives, spiritual content artistic practice and innovation approaches to conservation at the Mogao Grottoes site. Extending the themes of the symposium to a larger audience, in June, the GCI hosted a public lecture to discuss the Diamond Sutra (the worlds first complete book bearing a date) to provide the public with additional insights into the exhibition. In June, the GCI, the Museuo del Novecento, and the Modern Materials and Contemporary Art working group of ICOM-CC, in partnership with INCCA, presented "Keep it Moving? Conserving Kinetic Art", a conference on kinetic art and its preservation. The conference took into consideration the artists' point of view, as well as the ethical dilemma and practical challenges of conserving and documenting this art form. The conference took place in Milan, to coincide with the beginning of the ICOM General Conference. Furthering the GCIs practice of donating used/aging scientific equipment to arts organizations and universities, the GCI donate a gas chromatography/mass spectrometry system and nitrogen generator to College of the Desert in Palm Desert, California. The system replaced the colleges broken equipment, allowing students the opportunity to conduct hands-on experimentation. The GCI donated display case materials to the Instituto del Patrimony Cultural de Espana in Madrid, Spain. The resulting display cases will initially be used as part of a scientific exhibition showing anoxia environments for very delicate and special contemporary art objects, but will continue to be used for the storage of precious objects. The Getty Conservation Institute's Science Department led 27 tours of our facilities to conservation professionals or groups, local colleges and universities (including Mount St. Marys College, Massachusetts Institute of Technology, University of Virginia, USCs Summer Heritage Conservation program, Claremont College, Pomona College, CalArts, and the Korea National University of Cultural Heritage), local high school groups, and other professional organizations including the Robert H. N. Ho Foundation, the Turkish Delegation, and City of Hope. The GCI hosted eight conservation guest scholars who conducted their own research on topics including: built environment cultural heritage values, plastics in modern and contemporary art and design, and museum lighting for conservators and curators. The Getty Conservation Institute hosted a two-year postdoctoral fellow in the Science department working with the GCI Sciences newly-formed 'Treatment Studies' research area and will be an integral part of working with colleagues in related research areas, such as Materials Characterization. The GCIs postdoctoral fellowship is a two-year program designed to provide recent PhDs in chemistry and the physical sciences with experience in conservation science. |
| Part IX-A Summary of Direct Charitable Activities Line 3 (cont.) | Part IX-A Summary of Direct Charitable Activities Line 3 (cont.) | The Conservation Institute continued to make available additional didactic resources that have been produced and used in the Institute's courses, workshops, and field training including: teaching schedules, session outlines, bibliographies, technical notes, and videos relating to the Stone Conservation project. Two issues of Conservation Perspectives, The GCI Newsletter were distributed free of charge around the world to over 8,000 international professionals in conservation and related fields and members of the public concerned about conservation. The GCIs YouTube channel made available videos on a variety of GCI activities including: GCI projects, lectures, symposia and conferences for conservation professionals around the world. During the 2016 fiscal year, GCI videos have received over 130,000 views from around the world. The GCI Bulletin, a free bimonthly e-bulletin providing up-to-date information on the activities of the Getty Conservation Institute, was distributed free of charge to professional colleagues around the world. The GCI's free online comprehensive research database of abstracts and key resource for the professionals in the field of conservation, AATA Online, added over 2,000 new records including abstracts and new or updated GCI Project Bibliographies, related to preservation and conservation of materials cultural heritage. During the 2016 fiscal year, AATA Online had nearly 40,000 users visit the site. The GCIs Information Center supported the mission of the Institute by providing expertise and support to the work of conservation staff throughout the Getty and conservation professionals worldwide. The center responded to over 3,000 inquiries from staff, scholars, interns, and members of the interested public; acquired over 1,600 new titles for the Conservation Collection in the Research Library at the Getty Research Institute; and contributed over 1,000 records to the Bibliographic Database of the Conservation Information Network (BCIN). In addition to hundreds of online resources, additional GCI publications were made available free of charge on the Getty Web site during this time period including: Rock Art: A Cultural Treasure at Risk, Contemporary Architecture in the Historic Environment: An Annotated Bibliography, Colloquium to Advance the Practice of Conserving Modern Heritage, Conserving Concrete Heritage: An Annotated Bibliography, Contemporary Architecture in the Historic Environment: An Annotated Bibliography, Principles for the Conservation of Heritage Sites in China (Revised 2015), Developing an Historic Thematic Framework to Assess the Significance of Twentieth-Century Cultural Heritage, Organic Materials in Wall Paintings, Conservation of TwentiethCentury Outdoor Painted Sculpture (report), The Conservation of Decorated Surfaces on Earthen Architecture, Management Planning for Archaeological Sites, Modern Paints Uncovered, The Use of Oxygen-Free Environments in the Control of Museum Insect Pests, Managing Change: Sustainable Approaches to the Conservation of the Built Environment, Heritage Values in Site Management: Four Case Studies, Alkoxysilanes and the Consolidation of Stone, Conservation of the Last Judgment Mosaic, St. Vitus Cathedral, Prague, The Craftsman Revealed: Adriaen de Vries, Sculptor in Bronze, The Unbroken Thread: Conserving the Textile Traditions of Oaxaca,Conservation and Seismic Strengthening of Byzantine Churches in Macedonia,Personal Viewpoints: Thoughts about Paintings Conservation, Laetoli Project: Conservation of the Hominind Trackway Site at Laetoli, Tanzania: 19961997 Field Seasons and the Olduvai Museum Exhibition, Laetoli Project: Conservation of the Hominind Trackway Site at Laetoli, Tanzania Report on the 1995 Field Season, Laetoli Hominid Trackway, Site G, The Laetoli Conservation Project: A Visual Summary, Report on the Partial Re-Excavation of the Laetoli Hominind Trackway, Site G, and Consensus Building, Negotiation, and Conflict Resolution for Heritage Place Management: Proceedings of a Workshop Organized by the Getty Conservation Institute, Los Angeles California. |
| extra 1 | PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES LINE 4 | The Getty Foundation FY16 Getty Foundation The Getty Foundation fulfills the philanthropic mission of the J. Paul Getty Trust by supporting individuals and institutions committed to advancing the understanding and preservation of the visual arts locally and throughout the world. Through strategic grants and programs, it strengthens art history as a global discipline, promotes the interdisciplinary practice of conservation, increases access to museum and archival collections, and develops current and future leaders in the visual arts. It also carries out its work in collaboration with the other Getty Programs to ensure that they individually and collectively achieve maximum effect. Current Initiatives and Priorities Connecting Art Histories seeks to strengthen art history as a global discipline by supporting opportunities for sustained intellectual exchange across national borders. Digital Art History allows art historians to explore the opportunities and challenges presented by new technologies. The Online Scholarly Catalogue Initiative brings together eight museums to collaborate on developing innovative publishing models for scholarly collection catalogues in an online environment. Mosaikon aims to improve regional capacity in North Africa and the Middle East for better conservation, maintenance, and preservation of ancient mosaics in the Mediterranean region. Pacific Standard Time: LA/LA is supporting more than 40 exhibitions on Latin American and Latino art across Southern California. Keeping It Modern supports the conservation of 20th century architecture around the world through model projects that promise to advance conservation practices. Museums in Africa grants train museum professionals in sub-Saharan Africa with the goal of improving the care of museum collections on the continent. Panel Paintings Initiative, a joint initiative of the Getty Foundation, the Getty Conservation Institute, and the J. Paul Getty Museum, allows current experts to train the next generation of panel paintings conservators, and provides improved access to the accumulated knowledge of the field. Connecting Professionals/Sharing Expertise provides grants to professional organizations that serve art historians, conservators, and museum professionals. These grants primarily focus on supporting the attendance of colleagues from developing countries at large-scale international forums for professional exchange. The Getty Foundation also supports professional development opportunities for individuals at various stages in their careers. The Multicultural Undergraduate Internship Program introduces students with diverse backgrounds to careers in the visual arts through paid internships at Los Angeles-area museums and visual arts organizations, and the Getty Graduate Internship Program supports students who wish to pursue careers in the visual arts with training and work experience at the Getty. |
| extra 2 | PART XV, LINE 2 | FORM 990-PF - PART XV, LINE 2 INFORMATION REGARDING GRANT PROGRAMS The Getty Foundation The Getty Foundation fulfills the philanthropic mission of the J. Paul Getty Trust by supporting individuals and institutions committed to advancing the understanding and preservation of the visual arts locally and throughout the world. Through strategic grants and programs, the Foundation strengthens art history as a global discipline, promotes the interdisciplinary practice of conservation, increases access to museum and archival collections, and develops current and future leaders in the visual arts. The Foundation carries out its work in collaboration with the J. Paul Getty Museum, the Getty Research Institute, and the Getty Conservation Institute to ensure that the Getty programs achieve maximum impact. The majority of the Getty Foundation's grants for institutions and organizations are awarded through special initiatives focused on a specific issue or region. In a number of cases, applications are by invitation rather than through open competition. Additional information, as well as grants awarded reports, is available online and from the Getty Foundation office. Inquiries and requests for additional information should be sent to: The Getty Foundation 1200 Getty Center Drive, Suite 800 Los Angeles, CA 90049-1685 Phone: 310 440-7320 Fax: 310 440-7703 Email: gettyfoundation@getty.edu Web: http://www.getty.edu/foundation Getty Residential Grants The J. Paul Getty Trust makes grants to scholars, conservation professionals, and students through various types of its residential grants, as described below. Grantees pursue their work at the Getty Center or the Getty Villa. Residential Research Grants The Gettys residential research grants enable scholars and other specialists to pursue independent research, collaborate with their colleagues, and work on special scholarly projects at the Getty Center or the Getty Villa. Grants related to specific themes are offered to scholars at various levels by the Getty Research Institute. The Research Institute also provides short-term library research grants to scholars for projects that will benefit from research in the collections housed in the Getty Library. In addition, the Getty Conservation Institute offers support for professionals and scholars in conservation and allied fields to pursue independent research at the Getty Center or the Getty Villa. Awards are made through a competitive online application process, and grant periods vary from one month to two years. The deadline for residential research grants varies between the Getty Research Institute and the Getty Conservation Institute from October 1 to November 1 of each year, respectively. Applications are received online and additional information is available through the website and from: Attn: Getty Scholar Grants The Getty Foundation 1200 Getty Center Drive, Suite 800 Los Angeles, CA 90049-1685 Phone: (310) 440-7374 Email: researchgrants@getty.edu Web: www.getty.edu/foundation/funding/residential/getty_scholars.html Graduate Internships Getty Graduate Internships are offered in the four programs of the J. Paul Getty Trust - the J. Paul Getty Museum, the Getty Research Institute, the Getty COnservation Institute, and the Getty Foundation - to students who intend to pursue careers in fields related to the visual arts. The Graduate Internship Program provides training and work experience in areas such as curatorial, education, conservation, research, information management, public programs, and grant making for eight- or twelve-month periods. The deadline for Graduate Internship applications is December 1 of each year. Applications are received online and additional information is available through the website and from: Attn: Graduate Internship Program The Getty Foundation 1200 Getty Center Drive, Suite 800 Los Angeles, CA 90049-1685 Phone: (310) 440-7320 Email: gradinterns@getty.edu Web: www.getty.edu/foundation/funding/leaders/current/grad_internships.html Undergraduate Internships at the Getty Undergraduate Internships are offered in various programs and departments of the Getty Trust for ten consecutive weeks during the summer. Internships are intended to increase diversity in the professions related to museums and the visual arts and provide training and work experience in areas such as conservation, library collections, publications, museum education, curatorship, grants administration, public programs, site operations, and information technology. Undergraduate Internships at the Getty are specifically intended for outstanding students who are members of ethnic groups currently underrepresented in museum professions and fields related to the visual arts and humanities and who are currently enrolled undergraduates who reside or attend college in Los Angeles County. The deadline for Multicultural Summer Internships at the Getty applications is February 1 of each year. Applications are received online and additional information is available through the website and from: The Getty Foundation 1200 Getty Center Drive, Suite 800 Los Angeles, CA 90049-1685 Phone: (310) 440-7320 Email: summerinterns@getty.edu Web: www.getty.edu/foundation/funding/leaders/current/multicultural_undergrad_ internships.html Undergraduate Internships at L.A. Arts Organizations Grants to Los Angeles-area museums and visual arts organizations are offered in order to fund internships for the next generation of arts professionals. The internships are intended specifically for currently enrolled undergraduates and recent graduates residing or attending college in Los Angeles County who are members of groups currently underrepresented in museums and visual arts organizations. These internships are designed to offer eligible students experience in key areas such as curatorial work, conservation, education, publications, and related programmatic activities. The deadline for Multicultural Summer Internships at L.A. organizations applications is February 1 of each year. Applications are received online and additional information is available through the website and from: The Getty Foundation 1200 Getty Center Drive, Suite 800 Los Angeles, CA 90049-1685 Phone: (310) 440-7320 Email: summerinterns@getty.edu Web: www.getty.edu/foundation/funding/leaders/current/multicultural_undergrad_ internships.html J. Paul Getty Museum Guest Scholars The Getty Museum offers three-month residential appointments to invited guest scholars working on projects related to the Museums collections or those of neighboring institutions. These appointments are selected by invitation only. And the deadline for invited applications is October 15 of each year. Additional information is available by contacting the office of the J. Paul Getty Museums Associate Director for Collections at the address below: The J. Paul Getty Museum Associate Director for Collections 1200 Getty Center Drive, Suite 1000 Los Angeles, CA 90049-1687 Phone: (310) 440-7330 Fax: (310) 440-7751 Email: gettymuseum@getty.edu Web: www.getty.edu/museum/about.html Other Grants The J. Paul Getty Trust from time to time makes unsolicited grants to charitable organizations involved in advancing the understanding and preservation of the visual arts. The J. Paul Getty Trust also has programs wherein gifts and grants made by its trustees and employees to qualifying charitable organizations are matched. All grant programs of the J. Paul Getty Trust are administered by the Getty Foundation. Further information about grant initiatives may be found on the Getty Foundations website: http://www.getty.edu/foundation |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| ABBVIE INC SR | 305,886 | 305,886 |
| ABN AMRO BANK NV SUBORDINATED | 416,472 | 416,472 |
| ACORDA THERAPEUTICS INC | 131,063 | 131,063 |
| AKAMAI TECHNOLOGIES INC | 197,250 | 197,250 |
| ALLY FINANCIAL INC | 607,085 | 607,085 |
| AMERICAN TOWER CORP | 206,952 | 206,952 |
| AMGEN INC | 214,588 | 214,588 |
| AT+T INC | 409,628 | 409,628 |
| ATLANTIC MARINE CORP COM | 690,678 | 690,678 |
| AUST + NZ BANKING GROUP | 204,964 | 204,964 |
| BANCO DE CRED E INVER | 101,137 | 101,137 |
| BANCO SANTANDER CHILE | 499,375 | 499,375 |
| BANK OF AMERICA CORP | 709,921 | 709,921 |
| BARCLAYS BANK PLC SUBORDINATED | 322,875 | 322,875 |
| BOTTOMLINE TECHNOLOGIES | 276,204 | 276,204 |
| BPCE SA COMPANY GUAR | 700,595 | 700,595 |
| BRITISH AIR 13 1 | 289,151 | 289,151 |
| BROADSOFT INC | 334,298 | 334,298 |
| CAIXA ECONOMICA FEDERAL SR | 97,970 | 97,970 |
| CALAMP CORP | 139,125 | 139,125 |
| CARDTRONICS INC | 109,273 | 109,273 |
| CEPHEID SR | 238,392 | 238,392 |
| CHART INDUSTRIES INC | 46,532 | 46,532 |
| CHARTER COMM OPT LLC | 433,608 | 433,608 |
| CHENIERE ENERGY INC | 70,625 | 70,625 |
| CIENA CORP | 1,062,500 | 1,062,500 |
| COBALT INTL ENERGY INC | 46,875 | 46,875 |
| CONVERGYS CORP | 398,454 | 398,454 |
| COOPERATIEVE RABOBANK UA BANK | 417,812 | 417,812 |
| COWEN GROUP INC | 89,750 | 89,750 |
| CRED SUIS GP FUN LTD | 906,829 | 906,829 |
| CREDIT AGRICOLE SA JR | 191,000 | 191,000 |
| CSG SYSTEMS INTERNATIONAL | 210,500 | 210,500 |
| DYCOM INDUSTRIES INC | 28,469 | 28,469 |
| ENVESTNET INC | 203,063 | 203,063 |
| EURONET WORLDWIDE | 28,672 | 28,672 |
| EXXON MOBIL CORPORATION SR | 212,302 | 212,302 |
| EZCORP INC COMPANY | 145,142 | 145,142 |
| FIAT CHRYSLER AUTOMOBILE | 158,669 | 158,669 |
| FINISAR CORP | 409,862 | 409,862 |
| FIREEYE INC | 110,235 | 110,235 |
| FORD MOTOR CREDIT CO | 428,860 | 428,860 |
| GAIN CAPITAL HOLDINGS | 91,625 | 91,625 |
| GENERAL CABLE CORP | 300,893 | 300,893 |
| GENERAL MOTORS FINL CO | 200,318 | 200,318 |
| GNC HOLDINGS INC COMPANY | 330,752 | 330,752 |
| GOLDMAN SACHS GROUP INC | 417,748 | 417,748 |
| HEALTHWAYS INC | 117,423 | 117,423 |
| HSBC HOLDINGS PLC SUBORDINATED | 403,648 | 403,648 |
| IMPAX LABORATORIES INC | 415,031 | 415,031 |
| IMPERIAL BRANDS FINANCE CO. | 427,566 | 427,566 |
| INTEGRATED DEVICE TECH | 385,000 | 385,000 |
| INTEL CORP | 517,252 | 517,252 |
| INTERCEPT PHARMAS | 25,383 | 25,383 |
| INTESA SANPAOLO SPA COMPANY | 702,618 | 702,618 |
| INVACARE CORP | 74,906 | 74,906 |
| J2 GLOBAL COMMUNICATIONS | 560,625 | 560,625 |
| JPMORGAN CHASE + CO | 517,410 | 517,410 |
| KAMAN CORP | 490,781 | 490,781 |
| KNOWLES CORP | 229,219 | 229,219 |
| KRAFT HEINZ FOODS CO | 326,184 | 326,184 |
| LEASEPLAN CORPORATION NV SR | 402,940 | 402,940 |
| LIBERTY INTERACTIVE LLC | 722,063 | 722,063 |
| LIGAND PHARMACEUTICALS | 250,125 | 250,125 |
| LINKEDIN CORP | 1,011,552 | 1,011,552 |
| MAJAPAHIT HOLDING BV COMPANY | 101,500 | 101,500 |
| MEDICINES COMPANY | 143,813 | 143,813 |
| MGM RESORTS INTL COMPANY | 309,000 | 309,000 |
| MICROCHIP TECHNOLOGY INC | 747,144 | 747,144 |
| MODUSLINK GLOBAL SOLUTIO | 141,500 | 141,500 |
| NAVIENT CORP | 216,250 | 216,250 |
| NETSUITE INC | 24,485 | 24,485 |
| NEVRO CORP | 78,704 | 78,704 |
| NUANCE COMMUNICATIONS | 158,156 | 158,156 |
| ON SEMICONDUCTOR CORP | 245,781 | 245,781 |
| ORACLE CORP | 200,734 | 200,734 |
| PANDORA MEDIA INC | 448,596 | 448,596 |
| PHOTRONICS INC | 278,283 | 278,283 |
| PRA GROUP INC | 214,330 | 214,330 |
| QUALCOMM INC | 314,691 | 314,691 |
| RAMBUS INC | 173,813 | 173,813 |
| RAS LAFFAN LNG II | 229,127 | 229,127 |
| RESTORATION HARDWARE | 202,188 | 202,188 |
| ROCHE HOLDING INC COMPANY | 325,467 | 325,467 |
| ROYAL GOLD INC | 107,000 | 107,000 |
| SANTANDER ISSUANCES COMPANY | 199,806 | 199,806 |
| SEACOR HOLDINGS INC | 97,750 | 97,750 |
| SERVICESOURCE INTL INC | 199,406 | 199,406 |
| SHELL INTERNATIONAL FIN COMPAN | 419,636 | 419,636 |
| SHUTTERFLY INC | 371,486 | 371,486 |
| SLH OPEN POSITION NET ASSET | 17,682 | 17,682 |
| STILLWATER MINING CO | 140,938 | 140,938 |
| SUMITOMO MITSUI BANKING COMPAN | 307,158 | 307,158 |
| SYNCHRONOSS TECHNOLOGIES | 49,469 | 49,469 |
| TAKE TWO INTERACTIVE | 49,578 | 49,578 |
| TESLA MOTORS INC | 334,505 | 334,505 |
| TUTOR PERINI CORP | 52,250 | 52,250 |
| TWITTER INC SR | 589,000 | 589,000 |
| UBS AG SUBORDINATED REGS | 349,416 | 349,416 |
| VERISIGN INC | 943,829 | 943,829 |
| VERIZON COMMUNICATIONS SR | 641,017 | 641,017 |
| VITAMIN SHOPPE INC | 321,344 | 321,344 |
| VOLKSWAGEN GROUP AMERICA CO. | 201,786 | 201,786 |
| WEB.COM GROUP INC | 183,875 | 183,875 |
| WEBMD HEALTH CORP | 268,297 | 268,297 |
| WELLS FARGO + COMPANY | 319,874 | 319,874 |
| WILLIAMS PARTNERS LP | 411,547 | 411,547 |
| WORKDAY INC | 725,580 | 725,580 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| AFFILIATED MANAGERS GROUP | 384,302 | 384,302 |
| ALIGN TECHNOLOGY INC | 509,479 | 509,479 |
| ALKERMES PLC | 386,387 | 386,387 |
| ALLEGIANT TRAVEL CO | 413,141 | 413,141 |
| ALLIANZ SE REG | 5,409,413 | 5,409,413 |
| ALPHABET INC | 3,364,830 | 3,364,830 |
| AMERICAN TOWER CORP | 447,188 | 447,188 |
| AMP LTD | 3,455,233 | 3,455,233 |
| AMR CORPORATION | 4,648 | 4,648 |
| ANAPTYS BIO | 2,999,999 | 2,999,999 |
| ANTERO MIDSTREAM PARTNERS LP | 3,983,013 | 3,983,013 |
| ANTHEM INC | 1,082,466 | 1,082,466 |
| ARAMARK | 635,314 | 635,314 |
| ARIAD PHARMACEUTICALS INC | 377,186 | 377,186 |
| ASSURANT INC | 633,515 | 633,515 |
| AXALTA COATING SYSTEMS LTD | 452,867 | 452,867 |
| BAIDU INC SPON ADR | 3,980,115 | 3,980,115 |
| BANK OF AMERICA CORP | 866,375 | 866,375 |
| BARRACUDA NETWORKS INC | 95,321 | 95,321 |
| BNP PARIBAS | 7,062,110 | 7,062,110 |
| BUCKEYE PARTNERS LP MLP | 4,979,364 | 4,979,364 |
| BUILDERS FIRSTSOURCE INC | 463,500 | 463,500 |
| BUNGE LTD | 629,531 | 629,531 |
| CARBONITE INC | 46,130 | 46,130 |
| CENTERPOINT ENERGY | 1,086,753 | 1,086,753 |
| CIE FINANCIERE RICHEMONT REG | 4,299,066 | 4,299,066 |
| CITIGROUP CAPITAL XIII | 1,003,695 | 1,003,695 |
| CNH INDUSTRIAL NV | 8,706,413 | 8,706,413 |
| COLONY STARWOOD HOMES REIT | 147,233 | 147,233 |
| COSTAR GROUP INC | 595,849 | 595,849 |
| COWEN GROUP INC | 65,320 | 65,320 |
| CREDIT SUISSE GROUP AG REG | 7,027,648 | 7,027,648 |
| CRITEO SA SPON ADR | 287,459 | 287,459 |
| CROWN CASTLE INTL | 1,093,578 | 1,093,578 |
| CYBERARK SOFTWARE LTD/ISRAEL | 294,941 | 294,941 |
| DAIMLER AG | 6,665,243 | 6,665,243 |
| DAIWA SECURITIES GROUP INC | 6,512,452 | 6,512,452 |
| DEXCOM INC | 697,311 | 697,311 |
| DIAGEO PLC | 3,550,694 | 3,550,694 |
| DYNEGY INC | 298,923 | 298,923 |
| ENERGY TRANSFER EQUITY LP | 5,906,070 | 5,906,070 |
| ENLINK MIDSTREAM LLC | 6,364,000 | 6,364,000 |
| ENLINK MIDSTREAM PARTNERS LP | 1,194,034 | 1,194,034 |
| ENTERPRISE PRODUCTS PARTNERS M | 10,068,366 | 10,068,366 |
| EPR PROPERTIES | 353,568 | 353,568 |
| EPSILON ENERGY LTD | 1,882,400 | 1,882,400 |
| EQT GP HOLDINGS LP | 2,549,000 | 2,549,000 |
| EQT MIDSTREAM PARTNERS LP | 3,597,440 | 3,597,440 |
| EXELON CORP | 474,898 | 474,898 |
| EXPERIAN PLC | 3,671,308 | 3,671,308 |
| FIRST REPUBLIC BANK/CA | 393,344 | 393,344 |
| FLEETMATICS GROUP PLC | 144,289 | 144,289 |
| FLOWSERVE CORP | 295,864 | 295,864 |
| FORTINET INC | 487,434 | 487,434 |
| FRONTIER COMMUNICATIONS | 594,996 | 594,996 |
| GENESIS ENERGY L.P. MLP | 7,143,611 | 7,143,611 |
| GENPACT LTD | 134,737 | 134,737 |
| GLAUKOS CORP | 426,407 | 426,407 |
| GLENCORE PLC | 8,900,202 | 8,900,202 |
| HD SUPPLY HOLDINGS INC | 565,477 | 565,477 |
| HUNTINGTON BANCSHARES | 905,220 | 905,220 |
| IHS INC | 468,221 | 468,221 |
| INTERPUBLIC GROUP OF COS INC | 422,268 | 422,268 |
| JACK IN THE BOX INC | 427,882 | 427,882 |
| JAGUAR MINING INC | 19,861 | 19,861 |
| JAZZ PHARMACEUTICALS PLC | 673,907 | 673,907 |
| JONES LANG LASALLE INC | 245,087 | 245,087 |
| KERING COMMON | 4,475,976 | 4,475,976 |
| KEYCORP | 639,850 | 639,850 |
| KNOLL INC | 478,316 | 478,316 |
| KUEHNE + NAGEL INTL AG | 2,313,806 | 2,313,806 |
| LAFARGEHOLCIM LTD REG | 6,146,750 | 6,146,750 |
| LENNOX INTERNATIONAL INC | 488,405 | 488,405 |
| LIONS GATE ENTERTAINMENT | 210,797 | 210,797 |
| LKQ CORP | 549,361 | 549,361 |
| LULULEMON ATHLETICA INC | 317,598 | 317,598 |
| MAGELLAN MIDSTREAM PARTNERS ML | 8,512,000 | 8,512,000 |
| MASTEC INC | 136,598 | 136,598 |
| MERRIMACK PHARMACEUTICALS IN | 219,535 | 219,535 |
| METTLER TOLEDO INTERNATIONAL | 688,604 | 688,604 |
| MICROSEMI CORP | 349,022 | 349,022 |
| MIDDLEBY CORP | 393,003 | 393,003 |
| MPLX LP MLP | 2,111,964 | 2,111,964 |
| MSCI INC | 462,720 | 462,720 |
| NEKTAR THERAPEUTICS | 96,764 | 96,764 |
| NEUROCRINE BIOSCIENCES INC | 399,051 | 399,051 |
| NEXSTAR BROADCASTING GROUP | 418,704 | 418,704 |
| NEXTERA ENERGY | 273,511 | 273,511 |
| NORD ANGLIA EDUCATION INC | 269,112 | 269,112 |
| OIL STATES INTERNATIONAL INC | 306,442 | 306,442 |
| OLD DOMINION FREIGHT LINE | 436,644 | 436,644 |
| ON SEMICONDUCTOR CORP | 545,693 | 545,693 |
| ORICA LTD | 4,063,814 | 4,063,814 |
| PACIRA PHARMACEUTICALS INC | 296,318 | 296,318 |
| PHILLIPS 66 PARTNERS LP | 3,078,437 | 3,078,437 |
| PINNACLE FOODS INC | 95,357 | 95,357 |
| PLAINS ALL AMER PIPELINE LP | 4,711,786 | 4,711,786 |
| PLAINS GP HOLDINGS LP | 6,479,116 | 6,479,116 |
| POLYONE CORPORATION | 402,088 | 402,088 |
| QLIK TECHNOLOGIES INC | 314,140 | 314,140 |
| QUEST DIAGNOSTICS INC | 731,876 | 731,876 |
| RAYMOND JAMES FINANCIAL INC | 411,655 | 411,655 |
| SABRE CORP | 394,081 | 394,081 |
| SAFRAN SA | 3,702,043 | 3,702,043 |
| SAMSUNG ELECTRONICS CO LTD | 5,956,830 | 5,956,830 |
| SEMGROUP CORP | 6,359,326 | 6,359,326 |
| SHELL MIDSTREAM PARTNERS LP | 7,940,650 | 7,940,650 |
| SHOPIFY INC | 151,339 | 151,339 |
| SMITH (A.O.) | 383,719 | 383,719 |
| SNAP ON INC | 568,152 | 568,152 |
| SONIC CORP | 306,747 | 306,747 |
| SPIRE INC | 155,035 | 155,035 |
| SPLUNK INC | 513,085 | 513,085 |
| STAG INDUSTRIAL INC REIT | 242,148 | 242,148 |
| STARWOOD PROPERTY TRUST INC | 434,291 | 434,291 |
| STERIS PLC | 618,063 | 618,063 |
| SUMMIT MATERIALS INC CL | 273,346 | 273,346 |
| SUNOCO LOGISTICS PARTNERS LP | 7,742,375 | 7,742,375 |
| T MOBILE US | 848,125 | 848,125 |
| TARGA RESOURCES CORP | 11,387,534 | 11,387,534 |
| TEAM HEALTH HOLDINGS INC | 366,843 | 366,843 |
| TEVA PHARMACEUTICAL | 475,525 | 475,525 |
| TOTAL SYSTEM SERVICES INC | 624,574 | 624,574 |
| TOYOTA MOTOR CORP | 6,190,042 | 6,190,042 |
| TRANSDIGM GROUP INC | 295,333 | 295,333 |
| TRANSUNION | 441,408 | 441,408 |
| TRUPANION INC | 499,008 | 499,008 |
| TWITTER INC | 1,519,769 | 1,519,769 |
| ULTA SALON COSM + FRAGR COMMON | 469,007 | 469,007 |
| VAIL RESORTS INC | 514,907 | 514,907 |
| VALERO ENERGY PARTNERS LP | 1,960,317 | 1,960,317 |
| VERIFONE SYSTEMS INC | 325,562 | 325,562 |
| VTTI ENERGY PARTNERS LP | 1,075,900 | 1,075,900 |
| WELLS FARGO + COMPANY | 1,656,480 | 1,656,480 |
| WESTERN GAS EQUITY PARTNERS | 5,848,424 | 5,848,424 |
| WESTERN GAS PARTNERS LP | 3,895,919 | 3,895,919 |
| WEYERHAEUSER CO | 516,292 | 516,292 |
| WILLIAMS COS INC | 4,542,300 | 4,542,300 |
| WILLIS TOWERS WATSON PLC | 4,151,331 | 4,151,331 |
| WINTRUST FINANCIAL CORP | 651,478 | 651,478 |
| WR GRACE + CO | 433,403 | 433,403 |
| WRIGHT MEDICAL GROUP NV | 365,621 | 365,621 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| AAPF III | 2,814,641 | 2,814,641 | |
| AEI LP | 1,261,237 | 1,261,237 | |
| ARCS LP | 3,133,011 | 3,133,011 | |
| APH LP | 252,631 | 252,631 | |
| ASP V | 7,086,427 | 7,086,427 | |
| ASP IV | 63,079 | 63,079 | |
| AEF I LP | 9,289,301 | 9,289,301 | |
| AF II | 1,217,938 | 1,217,938 | |
| AACP II | 15,416,915 | 15,416,915 | |
| AACP IV | 1,201,068 | 1,201,068 | |
| AOF III | 2,573,824 | 2,573,824 | |
| AIP II LP | 3,160,709 | 3,160,709 | |
| AAPCF III | 11,155,306 | 11,155,306 | |
| AAPC 1 | 10,812,936 | 10,812,936 | |
| AAPC II | 15,006,424 | 15,006,424 | |
| BCAF | 1,360,087 | 1,360,087 | |
| BCEF III | 4,578,693 | 4,578,693 | |
| BCF IX LP | 4,772,495 | 4,772,495 | |
| BCF VIII LP | 451,367 | 451,367 | |
| BCF X | 10,410,379 | 10,410,379 | |
| BC IX CF | 2,288,258 | 2,288,258 | |
| BSS FD | 5,009,063 | 5,009,063 | |
| BIF II LP | 1,110,158 | 1,110,158 | |
| BF VII LP | 6,795,591 | 6,795,591 | |
| BF VIII A LP | 7,746,164 | 7,746,164 | |
| BEF II LP | 655,126 | 655,126 | |
| BEF III | 10,045,930 | 10,045,930 | |
| CP IV LP | 1,279,150 | 1,279,150 | |
| CP V LP | 7,126,160 | 7,126,160 | |
| CPF III LP | 15,341,458 | 15,341,458 | |
| CPF IV LP | 3,947,966 | 3,947,966 | |
| CPF IV C | 13,508 | 13,508 | |
| CCI | 538,452 | 538,452 | |
| CJP II I LP | 2,127,832 | 2,127,832 | |
| CF LP | 25,810,903 | 25,810,903 | |
| CP II LP | 6,946,030 | 6,946,030 | |
| CEB 2 | 3,549,565 | 3,549,565 | |
| ECF IV LP | 234,987 | 234,987 | |
| ECF V LP | 15,930,901 | 15,930,901 | |
| EC IV | 7,079,537 | 7,079,537 | |
| FCF | 7,746,846 | 7,746,846 | |
| FI FD ICI | 4,463,649 | 4,463,649 | |
| FIF III | 3,288,245 | 3,288,245 | |
| FII | 7,519,166 | 7,519,166 | |
| FIF III | 1,871,979 | 1,871,979 | |
| GOF | 19,204,706 | 19,204,706 | |
| GGEP LP | 11,336,828 | 11,336,828 | |
| GGCM II | 1,539,838 | 1,539,838 | |
| GEI V LP | 13,567,844 | 13,567,844 | |
| GEI VI | 8,459,077 | 8,459,077 | |
| GCFP | 6,010,486 | 6,010,486 | |
| HFCP V | 840,410 | 840,410 | |
| HFCP VII | 10,187,776 | 10,187,776 | |
| HFCP VI LP VE | 8,704,632 | 8,704,632 | |
| HCP III | 261,597 | 261,597 | |
| HCP IV | 19,572,005 | 19,572,005 | |
| HCF | 7,599,131 | 7,599,131 | |
| IGP III | 257,681 | 257,681 | |
| IGP IV | 10,206,622 | 10,206,622 | |
| JPF V LP | 8,739,931 | 8,739,931 | |
| JPF VI | 23,744,254 | 23,744,254 | |
| KI IV LP | 5,903,023 | 5,903,023 | |
| KAOO | 5,950,340 | 5,950,340 | |
| LPEEC III | 3,897,163 | 3,897,163 | |
| LMEP | 14,784,798 | 14,784,798 | |
| MCP III LP | 150,340 | 150,340 | |
| MGSO FD II | 2,804,808 | 2,804,808 | |
| NSCP LP | 1,143,612 | 1,143,612 | |
| NA IV | 971,539 | 971,539 | |
| ORCP LP | 4,397,029 | 4,397,029 | |
| PAC | 2,523,805 | 2,523,805 | |
| RCAF | 498,081 | 498,081 | |
| RMC FD III | 8,887,059 | 8,887,059 | |
| RMCF | 8,362,346 | 8,362,346 | |
| SGPE LP | 7,311,148 | 7,311,148 | |
| SG IV L | 703,569 | 703,569 | |
| SSC II | 583,078 | 583,078 | |
| SCP II O | 515,726 | 515,726 | |
| SCP II OSA | 130,053 | 130,053 | |
| SPEP II | 892,228 | 892,228 | |
| SP LP | 12,017,578 | 12,017,578 | |
| TCF | 225,678 | 225,678 | |
| TA V | 3,991,249 | 3,991,249 | |
| T III LP | 32,441 | 32,441 | |
| T IV | 4,598,463 | 4,598,463 | |
| T V | 10,356,525 | 10,356,525 | |
| TM LLC | 9,173,001 | 9,173,001 | |
| T LP | 22,163,065 | 22,163,065 | |
| TA TB LP | 105,869 | 105,869 | |
| TRC II | 1,545,366 | 1,545,366 | |
| WCP III | 3,581,333 | 3,581,333 | |
| WCM | 3,650,354 | 3,650,354 | |
| ACP II LP | 47,846,033 | 47,846,033 | |
| A | 403,845,918 | 403,845,918 | |
| ACP LP | 24,049,075 | 24,049,075 | |
| CC II LP | 66,205,650 | 66,205,650 | |
| CHFC LTD | 49,347,247 | 49,347,247 | |
| CIF | 106,462,000 | 106,462,000 | |
| CCP LP | 45,866,677 | 45,866,677 | |
| CCO LP | 29,995,757 | 29,995,757 | |
| DTS | 4,312,487 | 4,312,487 | |
| EFF | 42,091,957 | 42,091,957 | |
| EDOF III | 36,514,713 | 36,514,713 | |
| ECCI III | 33,860,253 | 33,860,253 | |
| EPH FD LP | 37,103,230 | 37,103,230 | |
| HO LP | 34,487,505 | 34,487,505 | |
| HC | 63,410,826 | 63,410,826 | |
| HCI | 127,677,290 | 127,677,290 | |
| LC | 76,414,934 | 76,414,934 | |
| MNI | 51,067,983 | 51,067,983 | |
| NEMA FD | 162,604,501 | 162,604,501 | |
| PSTF | 34,762,026 | 34,762,026 | |
| RMP LP | 36,758,704 | 36,758,704 | |
| SGOF | 27,552,512 | 27,552,512 | |
| SCO FE | 33,756,330 | 33,756,330 | |
| TCF LP | 25,514,364 | 25,514,364 | |
| TPFC LP | 12,627,532 | 12,627,532 | |
| UTMINQC | 11,635,403 | 11,635,403 | |
| VHP II | 35,181,962 | 35,181,962 | |
| VHCP | 3,054,658 | 3,054,658 | |
| AAOF | 33,768,750 | 33,768,750 | |
| ACRP V | 963,610 | 963,610 | |
| ACRP VI | 4,241,412 | 4,241,412 | |
| ACO | 145,673 | 145,673 | |
| AGSS FD4 | 1,850,114 | 1,850,114 | |
| ASOF V LP | 18,720,078 | 18,720,078 | |
| BFSL | 77,767,749 | 77,767,749 | |
| BDD | 16,473 | 16,473 | |
| CCFD LP | 3,293,119 | 3,293,119 | |
| CCPT LP | 24,741,740 | 24,741,740 | |
| CIP | 18,544,513 | 18,544,513 | |
| CP LP | 16,890,323 | 16,890,323 | |
| CPIF LTD | 147,090,346 | 147,090,346 | |
| CSI FD VI LTD | 124,773,670 | 124,773,670 | |
| CCV FD B II | 29,315,649 | 29,315,649 | |
| CGH LTD | 10,295,433 | 10,295,433 | |
| GFA LP | 19,052,623 | 19,052,623 | |
| HBA | 3,895,093 | 3,895,093 | |
| KAII FD LP | 67,661,349 | 67,661,349 | |
| KASC | 9,740,347 | 9,740,347 | |
| KC IV | 7,921,341 | 7,921,341 | |
| KCV | 3,051,218 | 3,051,218 | |
| LLCP | 19,253,754 | 19,253,754 | |
| LSF VI LP | 5,248,138 | 5,248,138 | |
| MCPOC FD | 40,579,573 | 40,579,573 | |
| MP III LP | 16,364,671 | 16,364,671 | |
| MP IV LP | 26,950,798 | 26,950,798 | |
| NTO FD | 16,553,468 | 16,553,468 | |
| OEP FD III | 13,931,298 | 13,931,298 | |
| OOF IX | 9,573,820 | 9,573,820 | |
| OOF X | 1,432,555 | 1,432,555 | |
| OAPO | 513,235 | 513,235 | |
| OEPO FD II | 3,254,368 | 3,254,368 | |
| OMF II | 2,904,281 | 2,904,281 | |
| OMF III LP | 10,981,184 | 10,981,184 | |
| OOF V | 309,292 | 309,292 | |
| OOF VI LP | 1,092,550 | 1,092,550 | |
| OO VIIB | 2,359,274 | 2,359,274 | |
| OOF VII LP | 1,707,474 | 1,707,474 | |
| OPO IV | 9,135,214 | 9,135,214 | |
| PALFF | 4,704,687 | 4,704,687 | |
| PASS II F FD | 4,435,520 | 4,435,520 | |
| RDOF | 9,229,848 | 9,229,848 | |
| ROF LTD | 30,846,162 | 30,846,162 | |
| RCS III | 305,892 | 305,892 | |
| S V F B LP F | 9,689,057 | 9,689,057 | |
| SCCRE | 26,698,606 | 26,698,606 | |
| SPC LP | 40,443,530 | 40,443,530 | |
| SAJSS II LP | 18,969,375 | 18,969,375 | |
| SCSF | 261,202 | 261,202 | |
| TCMP III | 481,493 | 481,493 | |
| TCMP | 4,729,994 | 4,729,994 | |
| TCMP IV | 1,966,851 | 1,966,851 | |
| TPF LP | 1,363,756 | 1,363,756 | |
| TVF IX LP | 3,091,932 | 3,091,932 | |
| TVF VIII | 4,073,450 | 4,073,450 | |
| TVF X | 11,311,906 | 11,311,906 | |
| WDOF LP | 285,047 | 285,047 | |
| WOFI FD | 91,822,719 | 91,822,719 | |
| ACOO FD LTD | 24,012,212 | 24,012,212 | |
| BVP IV | 43,087,725 | 43,087,725 | |
| BAOF LTD | 38,123,414 | 38,123,414 | |
| BC LTD | 680,713 | 680,713 | |
| BGCOOF | 29,292,935 | 29,292,935 | |
| CCO | 38,533,704 | 38,533,704 | |
| CDOF | 32,050,057 | 32,050,057 | |
| DSCIF | 795,536 | 795,536 | |
| DCS III | 7,939,992 | 7,939,992 | |
| DCSO II LP | 3,199,594 | 3,199,594 | |
| DCP LTD | 47,365,346 | 47,365,346 | |
| EFS | 37,117,857 | 37,117,857 | |
| EI LTD | 83,916,221 | 83,916,221 | |
| FCIP | 18,383,628 | 18,383,628 | |
| FTIVF | 43,064,062 | 43,064,062 | |
| FTMO LTD | 118,228 | 118,228 | |
| FTREF III | 12,051,871 | 12,051,871 | |
| FTREO FD II | 263,338 | 263,338 | |
| FTSOF VI | 42,430,498 | 42,430,498 | |
| GCO | 39,359,437 | 39,359,437 | |
| HBC | 225,929 | 225,929 | |
| HVSO FD LTD | 20,154,934 | 20,154,934 | |
| ISP LP | 18,124,120 | 18,124,120 | |
| IOF LP | 22,462,338 | 22,462,338 | |
| IPCF | 15,236,870 | 15,236,870 | |
| ISS FD | 23,472,270 | 23,472,270 | |
| LP | 14,989,846 | 14,989,846 | |
| MHP | 9,539,922 | 9,539,922 | |
| MTLO | 18,208,755 | 18,208,755 | |
| MOOF LTD | 39,015,865 | 39,015,865 | |
| NCOF LTD | 38,931,599 | 38,931,599 | |
| OEOF LTD | 906,914 | 906,914 | |
| OOF LTD | 553,426 | 553,426 | |
| PP LP | 29,609,096 | 29,609,096 | |
| PSH LTD | 24,006,404 | 24,006,404 | |
| PRF LTD | 41,379,972 | 41,379,972 | |
| PPF LTD | 31,203,417 | 31,203,417 | |
| PTI FD | 4,500,523 | 4,500,523 | |
| RCP LP | 4,012,130 | 4,012,130 | |
| SII LTD | 517,782 | 517,782 | |
| SSAF LTD | 413,615 | 413,615 | |
| SSII LTD | 331,430 | 331,430 | |
| SOA LTD | 220,388 | 220,388 | |
| SAO LTD | 792,189 | 792,189 | |
| TRPH | 586,756 | 586,756 | |
| TLSFF | 41,442,791 | 41,442,791 | |
| TEOF | 45,517,321 | 45,517,321 | |
| VC | 4,531,765 | 4,531,765 | |
| VCP LP | 17,955,040 | 17,955,040 | |
| ASF II LP | 8,734,052 | 8,734,052 | |
| AREF | 59,366,013 | 59,366,013 | |
| AEP LP | 649,225 | 649,225 | |
| AF II S | 13,113,975 | 13,113,975 | |
| AEF | 4,437,386 | 4,437,386 | |
| AEP FD IV LP | 4,743,901 | 4,743,901 | |
| AEP FD 3 | 908,093 | 908,093 | |
| AEP FD V | 7,461,736 | 7,461,736 | |
| AEL | 986,928 | 986,928 | |
| BCE | 8,430,412 | 8,430,412 | |
| BCEAH | 12,878,290 | 12,878,290 | |
| BEOO | 1,142,390 | 1,142,390 | |
| BGED | 3,176,586 | 3,176,586 | |
| CEP II LP | 2,357,450 | 2,357,450 | |
| COSF | 386,307 | 386,307 | |
| CMCI | 4,979,568 | 4,979,568 | |
| CCR II | 1,869,364 | 1,869,364 | |
| CI | 5,168,522 | 5,168,522 | |
| CPI FD V LP | 3,534,897 | 3,534,897 | |
| CPIF IV LP | 13,613,075 | 13,613,075 | |
| CEC | 7,010,913 | 7,010,913 | |
| CRP II CB | 651,483 | 651,483 | |
| CCETS | 1,835,331 | 1,835,331 | |
| DCP VI | 4,747,176 | 4,747,176 | |
| EAWCI | 5,222,502 | 5,222,502 | |
| EACI | 2,860,330 | 2,860,330 | |
| EASCI | 12,413,894 | 12,413,894 | |
| EBC LP | 22,866,725 | 22,866,725 | |
| EF II | 30,770,863 | 30,770,863 | |
| EF IV | 11,615,725 | 11,615,725 | |
| EF IV PCI | 14,999,546 | 14,999,546 | |
| ETHCI | 8,798,563 | 8,798,563 | |
| EU II CI LP | 7,865,228 | 7,865,228 | |
| EEC FD VIII | 4,713,968 | 4,713,968 | |
| EECF IX | 15,814,350 | 15,814,350 | |
| EECF X | 4,837,696 | 4,837,696 | |
| EFM III | 2,332,881 | 2,332,881 | |
| EMGF | 17,116,741 | 17,116,741 | |
| ERR FD LP | 2,718,693 | 2,718,693 | |
| EEI XIII | 9,208,941 | 9,208,941 | |
| FTP | 26,873,262 | 26,873,262 | |
| FAO | 3,679,922 | 3,679,922 | |
| GCI 1 E | 1,798,367 | 1,798,367 | |
| GR II LP | 4,812 | 4,812 | |
| GR LP | 4,669,482 | 4,669,482 | |
| GA II LP | 6,095,434 | 6,095,434 | |
| GESO | 1,964,422 | 1,964,422 | |
| HPF VIII | 13,432,623 | 13,432,623 | |
| HT VII | 28,170,796 | 28,170,796 | |
| HSRP V | 6,844,565 | 6,844,565 | |
| HSR V CI | 7,053,867 | 7,053,867 | |
| HIS FD IV | 4,482,040 | 4,482,040 | |
| IEH | 5,365,122 | 5,365,122 | |
| IA | 12,062,228 | 12,062,228 | |
| ICF II LP | 3,931,381 | 3,931,381 | |
| ICF III LP | 4,694,552 | 4,694,552 | |
| ICF LP | 6,832,157 | 6,832,157 | |
| ITOT | 5,254,665 | 5,254,665 | |
| ITESSC | 32,587,745 | 32,587,745 | |
| ITES | 1,080,535 | 1,080,535 | |
| JP 3 LP | 8,283,847 | 8,283,847 | |
| KAE | 21,525,333 | 21,525,333 | |
| KAE FD IV QP | 2,971,718 | 2,971,718 | |
| KAEF III | 595,554 | 595,554 | |
| KARP III | 23,862,832 | 23,862,832 | |
| KAREP | 3,675,729 | 3,675,729 | |
| KECO | 63,171,935 | 63,171,935 | |
| KEF II | 6,195,779 | 6,195,779 | |
| KHCP IV | 521,465 | 521,465 | |
| KCP III | 9,210,851 | 9,210,851 | |
| KCP IV | 794,922 | 794,922 | |
| KCS II | 56,919 | 56,919 | |
| KVCI | 2,152,175 | 2,152,175 | |
| LJL II | 240,128 | 240,128 | |
| LRC FD I | 4,520,909 | 4,520,909 | |
| LRP IV | 5,610,336 | 5,610,336 | |
| LRP V LP | 4,958,515 | 4,958,515 | |
| LRP VII | 873,813 | 873,813 | |
| LCMC | 3,805,917 | 3,805,917 | |
| LPEPP I | 92,900 | 92,900 | |
| LPEPP II | 4,989,694 | 4,989,694 | |
| MSL LP | 6,335,398 | 6,335,398 | |
| MAC | 1,064,881 | 1,064,881 | |
| MH FD IV | 6,462,790 | 6,462,790 | |
| MH FD V | 1,088,795 | 1,088,795 | |
| M 2004 LP | 29,095,919 | 29,095,919 | |
| MEP C II P | 96,395 | 96,395 | |
| MEP F I LP | 635,185 | 635,185 | |
| MEP G LP | 19,353,459 | 19,353,459 | |
| NGP IX | 6,299,841 | 6,299,841 | |
| NGP VIII LP | 9,259,567 | 9,259,567 | |
| NETP II | 11,946,354 | 11,946,354 | |
| NETP LTD | 7,941,704 | 7,941,704 | |
| NMR | 20,300,272 | 20,300,272 | |
| NNR X LP | 13,118,694 | 13,118,694 | |
| NNR XI LP | 2,220,882 | 2,220,882 | |
| NA | 4,824,143 | 4,824,143 | |
| NH III | 1,080,910 | 1,080,910 | |
| NHF II | 13,157,798 | 13,157,798 | |
| NM | 3,587,063 | 3,587,063 | |
| OPO IV | 2,136,761 | 2,136,761 | |
| OPO III | 9,906,450 | 9,906,450 | |
| OZRP II A | 7,037,650 | 7,037,650 | |
| OZRE | 3,932,804 | 3,932,804 | |
| OGPO FD II | 177,442 | 177,442 | |
| OIE FD II B | 3,415,627 | 3,415,627 | |
| PP II LP | 1,537,798 | 1,537,798 | |
| PRF I | 114,620 | 114,620 | |
| RGI | 7,591,385 | 7,591,385 | |
| RGIS | 1,940,900 | 1,940,900 | |
| RCGEP FD IV | 12,493,106 | 12,493,106 | |
| RPP | 8,791,337 | 8,791,337 | |
| RPP II LP | 14,702,887 | 14,702,887 | |
| RPF | 2,746,918 | 2,746,918 | |
| RPF II | 12,626,107 | 12,626,107 | |
| SSC IV | 8,083,501 | 8,083,501 | |
| SSC V | 1,403,043 | 1,403,043 | |
| SDO IX 1 US | 17,587,605 | 17,587,605 | |
| SH FD II | 12,612,198 | 12,612,198 | |
| SO FD X | 12,055,866 | 12,055,866 | |
| SVAP II | 3,115,450 | 3,115,450 | |
| SAIREF | 7,612,692 | 7,612,692 | |
| TRPF I LP | 2,853,463 | 2,853,463 | |
| TRCIF I LP | 211,013 | 211,013 | |
| TPD LP | 8,488,703 | 8,488,703 | |
| TCI | 4,740,484 | 4,740,484 | |
| UCI LP | 5,370,792 | 5,370,792 | |
| WM S10CCCN | 327,611 | 327,611 | |
| WM S10CN | 80,328 | 80,328 | |
| WM S11 | 40,168 | 40,168 | |
| WM S12 | 67,708 | 67,708 | |
| WM S13 | 26,417 | 26,417 | |
| WM S2 | 7,081 | 7,081 | |
| WM S3 | 163,207 | 163,207 | |
| WM S4 | 56,809 | 56,809 | |
| WM S5 | 379,576 | 379,576 | |
| WM S6 | 179,554 | 179,554 | |
| WM S7 | 320,294 | 320,294 | |
| WM S8CCCN | 45,835 | 45,835 | |
| WM S9CCCN | 105,593 | 105,593 | |
| WRE FD VII LP | 7,077,132 | 7,077,132 | |
| WRE FD VIII | 4,991,501 | 4,991,501 | |
| WSRF II LP | 8,668,666 | 8,668,666 | |
| WSRE FD | 4,050,829 | 4,050,829 | |
| WDE | 3,391,274 | 3,391,274 | |
| WHCI | 4,185,154 | 4,185,154 | |
| WCP III | 1,179,331 | 1,179,331 | |
| ACVID LP | 730,452 | 730,452 | |
| ATV VIII | 9,625,392 | 9,625,392 | |
| ATV VII LP | 2,897,560 | 2,897,560 | |
| AB FD I | 252,223 | 252,223 | |
| AHF III | 11,582,474 | 11,582,474 | |
| AHF IV | 7,347,181 | 7,347,181 | |
| CC II LP | 870,142 | 870,142 | |
| CC III LP | 39,842 | 39,842 | |
| CC LP | 5,691,303 | 5,691,303 | |
| CRP XIII LP | 2,543,269 | 2,543,269 | |
| CRP XI | 30,160 | 30,160 | |
| CRP XII | 1,637,091 | 1,637,091 | |
| CGCF I | 13,399,807 | 13,399,807 | |
| CGCVC FD | 12,272,552 | 12,272,552 | |
| CGCF III | 12,708,424 | 12,708,424 | |
| DVCPS FD | 878,054 | 878,054 | |
| FV III | 7,721,388 | 7,721,388 | |
| FV IV LP | 3,620,439 | 3,620,439 | |
| FV V LP | 362,601 | 362,601 | |
| FJOF | 3,016,742 | 3,016,742 | |
| FP II | 3,016,742 | 3,016,742 | |
| FVET FD | 2,625,743 | 2,625,743 | |
| FCC I LP | 3,568,368 | 3,568,368 | |
| FH IV LP | 1,579,848 | 1,579,848 | |
| FH V LP | 3,952,174 | 3,952,174 | |
| FH VI LP | 9,280,023 | 9,280,023 | |
| FLC VIIII | 798,513 | 798,513 | |
| HCP VI | 3,231,509 | 3,231,509 | |
| HF II F LP | 5,418,392 | 5,418,392 | |
| HF III LP | 214,316 | 214,316 | |
| IVP II | 5,792,036 | 5,792,036 | |
| IVP III | 4,066,968 | 4,066,968 | |
| IVP IV | 8,443,056 | 8,443,056 | |
| IVP V CI FD | 187,278 | 187,278 | |
| IVP V | 2,337,174 | 2,337,174 | |
| IVP VI | 8,856,036 | 8,856,036 | |
| KCF | 1,692,000 | 1,692,000 | |
| MEP III LP | 3,650,344 | 3,650,344 | |
| MEP IV LP | 4,532,450 | 4,532,450 | |
| MEP V LP | 3,859,762 | 3,859,762 | |
| MV X | 11,738,862 | 11,738,862 | |
| MC III | 150,821 | 150,821 | |
| MC LP | 2,896,384 | 2,896,384 | |
| M G LLC | 456,172 | 456,172 | |
| NLV FD II | 15,130,388 | 15,130,388 | |
| NLV FD III | 16,571,319 | 16,571,319 | |
| NLVF IV | 4,805,290 | 4,805,290 | |
| P LP | 15,005,039 | 15,005,039 | |
| SVP VI CO | 2,733,278 | 2,733,278 | |
| SVP VI | 5,877,947 | 5,877,947 | |
| SCCI 2011 A | 629 | 629 | |
| SCCG 2010 | 5,154,838 | 5,154,838 | |
| SCCG IV | 284,552 | 284,552 | |
| SCCG III | 5,769,690 | 5,769,690 | |
| SCCV 2010 LP | 4,929,880 | 4,929,880 | |
| SCCV IV | 4,111,770 | 4,111,770 | |
| SCCV V | 5,926,830 | 5,926,830 | |
| SCCV VI | 71,739 | 71,739 | |
| SCGG II | 4,904 | 4,904 | |
| SCG FD III LP | 6,257,048 | 6,257,048 | |
| SCIG FD II | 9,147,575 | 9,147,575 | |
| SCUG VII | 379,808 | 379,808 | |
| SCUSS 2013 | 108,071 | 108,071 | |
| SCUV 2010 LP | 8,811,420 | 8,811,420 | |
| SCUVF XV | 600,104 | 600,104 | |
| SCCG I | 5,145,721 | 5,145,721 | |
| SCC I LP | 3,583,643 | 3,583,643 | |
| SCC II LP | 10,444,555 | 10,444,555 | |
| SCGG FD | 3,769,390 | 3,769,390 | |
| SCG FD IV | 9,051,150 | 9,051,150 | |
| SCG FD V | 6,917,383 | 6,917,383 | |
| SCIG I | 1,209,067 | 1,209,067 | |
| SCI III LP | 2,442,734 | 2,442,734 | |
| SCI IV LP | 1,450,468 | 1,450,468 | |
| SCI V LP | 193,270 | 193,270 | |
| SCI III | 1,371,158 | 1,371,158 | |
| SCI IV | 1,598,310 | 1,598,310 | |
| SCIV FD V | 1,101,264 | 1,101,264 | |
| SCUV XIV | 6,245,048 | 6,245,048 | |
| SC XI LP | 435,561 | 435,561 | |
| SC XII LP | 18,332,985 | 18,332,985 | |
| SCG FD VI | 6,267,578 | 6,267,578 | |
| SP VII LP | 13,630,563 | 13,630,563 | |
| SP VIII LP | 14,709,130 | 14,709,130 | |
| SC | 5,000,000 | 5,000,000 | |
| T LP | 2,060,548 | 2,060,548 | |
| TCI | 940,203 | 940,203 | |
| VA IV LP | 7,827,627 | 7,827,627 | |
| VA III LP | 5,453,168 | 5,453,168 | |
| VA V LP | 18,829,451 | 18,829,451 | |
| VA VI | 8,021,640 | 8,021,640 | |
| VA VII LP | 4,469,351 | 4,469,351 | |
| AMERICAN HOME MORTGAGE INV ATM | 67,950 | 67,950 | |
| BANC OF AMERICA FUNDING CORPOR | 89,537 | 89,537 | |
| B STEARNS ADJ RATE MBSARM_2000 | 15,571 | 15,571 | |
| B STEARNS ALT A TRST BALTA2005 | 239,793 | 239,793 | |
| CITIGROUP MORTGAGE LOAN TRUST | 32,812 | 32,812 | |
| COUNTRYWIDE HOME LOANS | 545,116 | 545,116 | |
| CREDIT SUISSE MORTGAGE TRUST | 149,167 | 149,167 | |
| FANNIE MAE FNR 2006 | 17,990 | 17,990 | |
| FANNIE MAE FNR 2007 | 285,812 | 285,812 | |
| FHA 41 | 133,221 | 133,221 | |
| FOSSE MASTER ISSUER PLC | 1,062,288 | 1,062,288 | |
| FREDDIE MAC FHR 1029 | 7,252 | 7,252 | |
| FREDDIE MAC FHR 2980 | 29,702 | 29,702 | |
| FREDDIE MAC FHR 3271 | 15,853 | 15,853 | |
| FREDDIE MAC FHR 3376 | 95,190 | 95,190 | |
| FREDDIE MAC FHR 3979 | 632,816 | 632,816 | |
| GSR MORTGAGE LOAN TRUST | 89,305 | 89,305 | |
| JP MORGAN MORTGAGE TRUST | 30,950 | 30,950 | |
| LONG BEACH MORTGAGE LOAN TRUST | 10,079 | 10,079 | |
| PRIME MORTGAGE TRUST CL1 1A2 | 17,276 | 17,276 | |
| PRIME MORTGAGE TRUST CL1 2A2 | 9 | 9 | |
| RESIDENTIAL FUNDING MTG SEC I | 472,010 | 472,010 | |
| SLM STUDENT LOAN TRUST | 50,699 | 50,699 | |
| SMALL BUSINESS ADMINISTRATION | 1,137,297 | 1,137,297 | |
| SOUNDVIEW HOME EQ. LOAN TRUST | 35,040 | 35,040 | |
| STRUCTURED ASSET SECURITIES CO | 6,064 | 6,064 | |
| WACHOVIA BANK COMM MORTG WBCMT | 196,876 | 196,876 | |
| WAMU MORTGAGE | 720,212 | 720,212 | |
| WELLS FARGO MORTGAGE | 130,557 | 130,557 | |
| WOOD STREET CLO B.V. | 8,858 | 8,858 | |
| BANCO NAC DE DESEN ECONO | 112,117 | 112,117 | |
| JAPAN FIN ORG MUNICIPAL | 203,309 | 203,309 | |
| JPN BANK FOR INT | 104,386 | 104,386 | |
| PROVINCE OF QUEBEC | 308,687 | 308,687 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| LEGAL SERVICES | 857,359 | 401,975 | 402,250 | 455,109 |
| Item No. | 1 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 108,940,000 |
| Balance Due | 108,940,000 |
| Date of Note | 2015-02 |
| Maturity Date | 2047-10 |
| Repayment Terms | INTEREST ONLY UNTIL OCTOBER 1, 2043 |
| Interest Rate | 0.69 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE CAPITAL PROJECTS - ART ACQUISITION |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 2 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 5,150,000 |
| Balance Due | |
| Date of Note | 2012-02 |
| Maturity Date | 2015-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCT. 1 |
| Interest Rate | 4. |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 3 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 5,380,000 |
| Balance Due | 5,380,000 |
| Date of Note | 2012-02 |
| Maturity Date | 2016-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCT. 1 |
| Interest Rate | 5. |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 4 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 5,525,000 |
| Balance Due | 5,525,000 |
| Date of Note | 2012-02 |
| Maturity Date | 2017-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCT. 1 |
| Interest Rate | 5. |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 5 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 5,725,000 |
| Balance Due | 5,725,000 |
| Date of Note | 2012-02 |
| Maturity Date | 2018-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCT. 1 |
| Interest Rate | 5. |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 6 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 3,000,000 |
| Balance Due | 3,000,000 |
| Date of Note | 2012-02 |
| Maturity Date | 2019-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCT. 1 |
| Interest Rate | 2. |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 7 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 3,080,000 |
| Balance Due | 3,080,000 |
| Date of Note | 2012-02 |
| Maturity Date | 2019-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCT. 1 |
| Interest Rate | 5. |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 8 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 6,190,000 |
| Balance Due | 6,190,000 |
| Date of Note | 2012-02 |
| Maturity Date | 2020-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCT. 1 |
| Interest Rate | 3. |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 9 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 6,500,000 |
| Balance Due | 6,500,000 |
| Date of Note | 2012-02 |
| Maturity Date | 2021-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCT. 1 |
| Interest Rate | 5. |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 10 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 6,655,000 |
| Balance Due | 6,655,000 |
| Date of Note | 2012-02 |
| Maturity Date | 2022-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCT. 1 |
| Interest Rate | 5. |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 11 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 7,005,000 |
| Balance Due | 7,005,000 |
| Date of Note | 2012-02 |
| Maturity Date | 2023-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCT. 1 |
| Interest Rate | 5. |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 12 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 81,490,000 |
| Balance Due | 81,490,000 |
| Date of Note | 2015-12 |
| Maturity Date | 2047-10 |
| Repayment Terms | INTEREST ONLY UNTIL OCTOBER 1, 2043 |
| Interest Rate | 0.81 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE CAPITAL PROJECTS- ART ACQUISITION |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 13 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 81,465,000 |
| Balance Due | 81,465,000 |
| Date of Note | 2016-04 |
| Maturity Date | 2047-10 |
| Repayment Terms | INTEREST ONLY UNTIL OCTOBER 1, 2043 |
| Interest Rate | 0.82 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE CAPITAL PROJECTS- ART ACQUISITION |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 14 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 69,200,000 |
| Balance Due | 69,200,000 |
| Date of Note | 2015-02 |
| Maturity Date | 2038-04 |
| Repayment Terms | INTEREST ONLY UNTIL APRIL 1, 2022 |
| Interest Rate | 0.69 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 15 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 69,200,000 |
| Balance Due | 69,200,000 |
| Date of Note | 2014-04 |
| Maturity Date | 2038-04 |
| Repayment Terms | INTEREST ONLY UNTIL APRIL 1, 2022 |
| Interest Rate | 0.69 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 16 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 69,200,000 |
| Balance Due | 69,200,000 |
| Date of Note | 2014-04 |
| Maturity Date | 2038-04 |
| Repayment Terms | INTEREST ONLY UNTIL APRIL 1, 2022 |
| Interest Rate | 0.69 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | |
| Consideration FMV |
| Item No. | 17 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 201 |
| Lender's Title | |
| Relationship to Insider | |
| Original Amount of Loan | 69,200,000 |
| Balance Due | 69,200,000 |
| Date of Note | 2014-04 |
| Maturity Date | 2038-04 |
| Repayment Terms | INTEREST ONLY UNTIL APRIL 1, 2022 |
| Interest Rate | 0.69 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | |
| Consideration FMV |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| INTEREST & DIVIDENDS RECEIV. | 1,909,774 | 1,367,268 | 1,367,268 |
| RECEIVABLE ON INVESTMENT SALES | 45,316,945 | 60,293,453 | 60,293,453 |
| TRADE RECEIVABLES | 395,444 | 21,534,218 | 21,534,218 |
| EMPLOYEE RECEIVABLES | 49,439 | 44,382 | 44,382 |
| FINE ART COLLECTION | 2,010,114,503 | 2,057,479,612 | 3,911,818,878 |
| RESEARCH LIBRARY | 269,175,467 | 281,979,808 | 477,282,683 |
| PRE-PUBLICATION EXPENSES | 744,004 | 1,146,047 | 1,146,047 |
| OTHER RECEIVABLES | 0 | 8,476 | 8,476 |
| Description | Amount |
|---|---|
| PENSION FUND ADJUSTMENT | 51,173,715 |
| UNREALIZED LOSS ON INVESTMENTS | 428,317,264 |
| UNREALIZED LOSS ON INTEREST RATE SWAPS | 73,803,534 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| CONTRACT SERVICES | 13,916,276 | 377,389 | 1,653,933 | 12,262,343 |
| RENTAL EXPENSE | 2,208,935 | 94,075 | 2,114,860 | |
| REPAIRS AND MAINTENANCE | 7,195,751 | 13,216 | 215,339 | 6,980,412 |
| FURNITURE AND EQUIPMENT | 3,373,771 | 29,930 | 94,316 | 3,279,455 |
| OPERATING SUPPLIES | 15,241,913 | 10,132 | 6,883,627 | 8,358,286 |
| INSURANCE | 7,010,636 | 7,010,636 | ||
| EMPLOYEE BUSINESS EXPENSE | 1,036,156 | 9,485 | 40,261 | 995,895 |
| FREIGHT AND POSTAGE | 2,006,459 | 1,018 | 112,145 | 1,894,314 |
| BAD DEBT,BANK CHGS,SALES ADJ. | 448,293 | 249,036 | 199,258 | |
| LOSS ON SALE OF FIXED ASSETS | 504,325 | 504,325 | ||
| FROM K-1 ANALYSIS | 60,187,821 | 81,405,559 | ||
| ACCRUAL-TO CASH ADJUSTMENT | 16,541,968 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| Ticketed Performances | 278,202 | 278,202 | |
| Museum education classes | 161,817 | 161,817 | |
| Royalties | 75,625 | 75,625 | |
| Educational Events | 180,034 | 180,034 | |
| Photo Sales | 41,026 | 41,026 | |
| Other Program Service Revenue | 384,196 | 384,196 | |
| Shared exhibition costs | 295,765 | 295,765 | |
| Parking Fees | 7,117,969 | 7,117,969 | |
| Limited Partnership Income | 68,766,966 | 62,808,266 | 74,412,869 |
| Description | Beginning of Year - Book Value | End of Year - Book Value |
|---|---|---|
| BOND PREMIUM | 7,241,915 | 5,678,572 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT EXPENSE | 6,877,655 | 6,465,265 | 6,475,680 | 401,975 |
| EMPLOYEE MEDICAL CONTRACT SRVS | 26,139 | 3,726 | 22,413 |
| Category | Gross Sales | Cost of Goods Sold | Net (Gross Sales Minus Cost of Goods Sold) |
|---|---|---|---|
| PUBLICATIONS OPERATIONS | 8,204,906 | 8,204,906 | |
| CAFE OPERATIONS | 12,331,587 | 12,331,587 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PARKING & MISCELLANEOUS TAXES | 81,696 | 495 | 177,880 | 0 |