| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING, TAX & AUDIT FEES | 922,869 | 0 | 342,321 | 580,548 |
| Category | Amount |
|---|---|
| NONE | 0 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
|
FATHOMERS |
2223 WEST OAK STREET BURBANK,CA91506 |
2021-03-22 | 6,500 | FOR ONE INTERNSHIP. | 0 | 2021-08-18 | N/A | ||
|
FATHOMERS |
2223 WEST OAK STREET BURBANK,CA91506 |
2020-03-20 | 6,500 | FOR ONE INTERNSHIP. | 6,500 | 1/28/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
FATHOMERS |
2223 WEST OAK STREET BURBANK,CA91506 |
2020-06-08 | 115,000 | FOR RESEARCH AND PLANNING FOR THE EXHIBITION EMERGENCE: A GENEALOGY. | 5,816 | 1/29/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
LUCAS MUSEUM OF NARRATIVE ART |
1150 SOUTH OLIVE STREET SUITE 2800 LOS ANGELES,CA91105 |
2020-06-11 | 100,000 | FOR RESEARCH AND PLANNING FOR THE EXHIBITION THE FUTURE IN OUR PAST: VISUALIZING HUMAN EVOLUTI | 25,424 | 6/29/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
THE BROAD |
221 SOUTH GRAND AVENUE LOS ANGELES,CA90012 |
2020-10-22 | 90,000 | FOR RESEARCH AND PLANNING FOR THE PUBLIC ART PROJECT JOSEPH BEUYS: 7000 OAKS. | 0 | 1/29/2021 | 2021-08-18 | N/A | |
|
THE BROAD |
221 SOUTH GRAND AVENUE LOS ANGELES,CA90012 |
2020-03-20 | 6,500 | FOR ONE INTERNSHIP (DEFERRED TO 2021) | 0 | 2021-08-17 | N/A | ||
|
THE MIKE KELLEY FOUNDATION FOR THE ARTS |
7019 NORTH FIGUEROA STREET LOS ANGELES,CA90042 |
2021-03-22 | 6,500 | FOR ONE INTERNSHIP. | 0 | 2021-08-18 | N/A | ||
|
ACCADEMIA DELLE ARTI DEL DISEGNO |
VIA ORSANMICHELE 4 FIRENZE 50123 IT |
2019-05-13 | 106,030 | FOR A TRAVELING SEMINAR ON ITALIAN OLD MASTER DRAWINGS. | 25,319 | 3/30/2021 | 2021-08-12 | PROPERLY EXPENDED | |
|
ADAM MICKIEWICZ UNIVERSITY POZNAN |
COLLEGIUM MINUS UL H WIENIAWSKIE POZNAN 61-712 PL |
2018-07-24 | 190,000 | FOR THE TRAVELING SEMINAR GENDER POLITICS AND THE ART OF EUROPEAN SOCIALIST STATES. | 143,522 | 7/8/2021 | 2021-08-12 | PROPERLY EXPENDED | |
|
ASIA ART ARCHIVE LIMITED |
11/F HOLLYWOOD CNT-233 HOLLYWOOD RD HONG KONG 00000 CH |
2021-04-08 | 90,000 | FOR THE VIRTUAL RESEARCH SEMINAR ART SCHOOLS AND THE WRITING OF ART HISTORY IN ASIA. | 0 | 2021-08-18 | N/A | ||
|
ASOCIACION DE AMIGOS DEL MUSEO DE AMERIC |
AVENIDA REYES CATOLICOS 6 MADRID 28040 SP |
2019-10-09 | 175,504 | FOR TRAINING AND TREATMENT RELATED TO LA VIDA DE LA VIRGEN BY MIGUEL CABRERA. | 75,178 | 1/29/2021 | 2021-08-12 | PROPERLY EXPENDED | |
|
ASSOCIATION DE GESTION DU SITE CAP MODER |
ESPLANADE DE LA GARE AVE LE CORBUS ROQUEBRUNECAPMARTIN 06190 FR |
2019-06-03 | 200,000 | FOR RESEARCH AND THE CONSERVATION OF REINFORCED CONCRETE AT EILEEN GRAY'S VILLA E-1027 IN ROQ | 200,000 | 2/28/2021 | 2021-08-12 | PROPERLY EXPENDED | |
|
AUSTRALIA ICOMOS INCORPORATED |
U 221 BURWOOD HWY BURWOOD 3125 AS |
2019-08-23 | 75,000 | FOR A SERIES OF PUBLICATIONS, WORKSHOPS, AND SEMINARS RELATED TO CULTURAL HERITAGE MANAGEMENT. | 14,193 | 7/21/2021 | 2021-08-12 | PROPERLY EXPENDED | |
|
BIBLIOTHEQUE NATIONALE DE FRANCE |
QUAI FRANCOIS MAURIAC PARIS 75706 FR |
2020-02-12 | 141,336 | FOR A CURATORIAL FELLOWSHIP IN THE DEPARTMENT OF PRINTS AND PHOTOGRAPHS. | 11,565 | 1/28/2021 | 2021-08-12 | PROPERLY EXPENDED | |
|
CCA - CENTRO DI CONSERVAZIONE ARCHEOL |
VIA DEL GAMBERO 19 ROME 00187 IT |
2021-06-04 | 245,000 | FOR CONSOLIDATION OF THE MOSAIKON NETWORK IN LEBANON AND ALGERIA. | 0 | 2021-08-18 | N/A | ||
|
CATHEDRAL CHURCH OF ST MICHAEL COVENTR |
1 HILL TOP WEST MIDLANDS CV1 5AB UK |
2017-06-01 | 170,002 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR SIR BASIL SPENCE'S COVENTRY CATHEDRAL IN | 160,658 | 6/18/2021 | 2021-08-12 | PROPERLY EXPENDED | |
|
CENTRE FOR ADVANCED STUDY SOFIA |
UL STEFAN KARADZHA 7B SOFIA 1000 BU |
2019-09-11 | 240,000 | FOR THE RESEARCH SEMINARS THE CONSTRUCTION OF KNOWLEDGE IN ARCHAEOLOGY AND ART HISTORY IN SOUTHEASTE | 18,929 | 1/25/2021 | 2021-08-12 | PROPERLY EXPENDED | |
|
CENTRO PER LA CONSERVAZIONE ED IL RESTAU |
VIA XX SETTEMBRE 18 VENARIA REALE 10078 IT |
2019-11-18 | 101,853 | FOR TRAINING AND TREATMENT RELATED TO "VIRGIN WITH CHILD SAINTS, AND ANGELS" BY GIULIO CESARE PROCACC | 48,618 | 1/29/2021 | 2021-08-12 | PROPERLY EXPENDED | |
|
CHHATRAPATI SHIVAJI MAHARAJ VASTU SANGRA |
159-161 MAHATMA GANDHI ROAD MUMBAI 400023 IN |
2021-03-08 | 231,097 | FOR PREPARATORY WORK FOR THE CREATION OF AN ANCIENT WORLDS GALLERY IN THE MUSEUM. | 0 | 4/30/2021 | 2021-08-18 | N/A | |
|
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. | 105,780 | 2/6/2021 | 2021-08-12 | PROPERLY EXPENDED | |
|
COMITE INTERNACIONAL DE MUSEOS Y COLECCI |
FABRA I COATS C/ SANT ADRIA 20 BARCELONA 08030 SP |
2020-03-20 | 42,792 | FOR PARTICIPANTS FROM COUNTRIES WITH EMERGING ECONOMIES TO ATTEND THE 2020 ANNUAL CONFERENCE IN LODZ | 0 | 2/11/2021 | 2021-08-12 | N/A | |
|
CONSORZIO ARKE |
VIA EUCLIDE TURBA 4 ROME 00195 IT |
2021-05-06 | 225,000 | CONSOLIDATION OF THE MOSAIKON NETWORK IN TUNISIA. | 0 | 2021-08-18 | N/A | ||
|
COURTAULD INSTITUTE OF ART |
SOMERSET HOUSE STRAND LONDON WC2R 0RN UK |
2018-04-24 | 145,361 | FOR A CURATORIAL FELLOWSHIP IN THE PRINTS AND DRAWINGS DEPARTMENT OF THE COURTAULD GALLERY. | 313 | 8/28/2020 | 2021-08-17 | PROPERLY EXPENDED | |
|
DEUTSCHES NATIONALKOMITEE VON ICOMOS EV |
BRUDERSTRASSE 13 BERLIN 10178 GM |
2020-05-27 | 60,000 | FOR EMERGENCY STABILIZATION OF MOSAICS AT GEORGI STOILOV'S BUZLUDZHA MONUMENT IN BULGARIA. | 52,660 | 1/30/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
DEUTSCHES NATIONALKOMITEE VON ICOMOS EV |
BRUDERSTRASSE 13 BERLIN 10178 GM |
2019-06-03 | 185,000 | FOR RESEARCH, CONSERVATION PLANNING, AND AN ADAPTIVE REUSE STUDY FOR GEORGI STOILOV'S BUZLUDZHA MO | 103,215 | 1/30/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
DOMAINE DE CHANTILLY - FONDATION D'AUMAL |
7 RUE DU CONNETABLE CHANTILLY 60500 FR |
2019-12-12 | 100,170 | FOR AN EXHIBITION AND ACCOMPANYING CATALOGUE ON THE PRINTS AND DRAWINGS OF ALBRECHT DURER AT THE | 0 | 5/31/2021 | 2021-08-17 | N/A | |
|
DUDLEY AND WEST MIDLANDS ZOOLOGICAL SOCI |
CASTLE HILL WEST MIDLANDS DY1 4QF UK |
2020-05-27 | 147,108 | FOR CONSERVATION PLANNING FOR BERTHOLD LUBETKIN AND TECTON'S DUDLEY ZOOLOGICAL GARDENS IN THE WES | 8,173 | 1/28/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
ECOLE NATIONALE SUPERIEURE DES BEAUX-ART |
14 RUE BONAPARTE PARIS 75006 FR |
2019-03-14 | 130,935 | FOR A CURATORIAL FELLOWSHIP IN THE CABINET DES DESSINS. | 67,881 | 2/16/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
FONDATION CAISSE DE DEPOT ET DE GESTION |
PLACE MOULAY EL HASSAN BP 408 RABAT 00000 MO |
2017-06-01 | 150,000 | FOR RESEARCH AND CONSERVATION PLANNING FOR JEAN-FRANCOIS ZEVACO'S SIDI HARAZEM THERMAL B | 150,000 | 7/28/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
FONDAZIONE GIORGIO CINI |
ISOLA DI S GIORGIO MAGGIORE VENICE 30124 IT |
2021-05-26 | 99,365 | FOR AN EXHIBITION AND ACCOMPANYING CATALOGUE ON ITALIAN RENAISSANCE WOODCUTS. | 0 | 2021-08-18 | N/A | ||
|
FONDAZIONE INTERNAZIONALE PER LA CONSERV |
CONVENTO DI SAN NICOLA BELMONTE IN SABINA 02020 IT |
2019-06-10 | 100,000 | FOR THE 14TH TRIENNIAL CONFERENCE OF THE INTERNATIONAL CTTE FOR THE CONSERVATION OF MOSAICS IN PLOVD | 0 | 1/26/2021 | 2021-08-17 | N/A | |
|
FONDAZIONE INTERNAZIONALE PER LA CONSERV |
CONVENTO DI SAN NICOLA BELMONTE IN SABINA 02020 IT |
2017-02-07 | 171,984 | FOR THE 13TH TRIENNIAL CONFERENCE OF THE INT'L CTTE FOR THE CONSERVATION OF MOSAICS AND FOR A MOSAIKO | 171,984 | 1/26/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
FONDAZIONE POLITECNICO DI MILANO |
PIAZZA LEONARDO DA VINCI 32 MILANO 20133 IT |
2018-07-23 | 195,000 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR RICARDO PORRO, VITTORIO GARATTI, AND ROBE | 195,000 | 1/8/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
FUNDACAO DE APOIO A UNIVERSIDADE DE SAO |
AV AFRANIO PEIXOTO 14 SAO PAULO 05507-000 BR |
2021-03-04 | 76,400 | FOR THE VIRTUAL RESEARCH SEMINAR CRITICAL CURATING AND DECOLONIAL STUDIES IN BRAZILIAN ART ORGANIZED | 0 | 2021-08-18 | N/A | ||
|
FUNDACAO DE DESENVOLVIMENTO DA UNICAMP |
AV ERICO VERISSIMO NO 1251 BARAO GERALDO CEP 13083-970 BR |
2021-06-03 | 100,000 | FOR A SERIES OF VIRTUAL VISITING PROFESSORSHIPS AT THE STATE UNIVERSITY OF CAMPINAS (UNICAMP). | 0 | 2021-08-18 | N/A | ||
|
FUNDACAO DE DESENVOLVIMENTO DA UNICAMP |
AV ERICO VERISSIMO NO 1251 BARAO GERALDO CEP 13083-970 BR |
2019-04-30 | 90,000 | FOR PARTICIPANTS FROM COUNTRIES WITH EMERGING ECONOMIES TO ATTEND THE 35TH COMITE INTERNATIONAL D'HIS | 0 | 3/16/2021 | 2021-08-17 | N/A | |
|
FUNDACION ARTE Y SOLIDARIDAD |
AV REPUBLICA 475 SANTIAGO 8320000 CI |
2019-06-11 | 210,000 | FOR TRAINING AND TREATMENT RELATED TO THE MUSEO DE LA SOLIDARIDAD SALVADOR ALLENDE'S ISFAHAN III BY | 162,470 | 1/25/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
FUNDACION UNTREF |
MOSCONI 2736 SAENZ PENA B1674AHF AR |
2021-06-23 | 82,500 | FOR THE VIRTUAL RESEARCH SEMINAR REVISITING ART HISTORY THROUGH A REGIONAL NETWORK OF UNIVERSITY MUSE | 0 | 2021-08-18 | N/A | ||
|
GEORGIAN NATIONAL COMMITTEE OF THE BLUE |
PANASKERTELI STR 19 APT 5 TBILISI 0160 GG |
2018-05-24 | 134,000 | FOR RESEARCH AND THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR VLADIMIR ALEKSI-MESKHISHV | 134,000 | 1/30/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
INSTITUTE OF CONSERVATION |
RADISSON COURT UNIT 2 219 LONG LN GREATER LONDON SE1 4PR UK |
2019-01-09 | 72,886 | FOR PARTICIPANTS FROM COUNTRIES WITH EMERGING ECONOMIES TO ATTEND THE 2019 TRIENNIAL CONFERENCE IN BE | 72,886 | 3/24/2020 | 2021-08-17 | PROPERLY EXPENDED; BALANCE REFUNDED | |
|
INSTITUTION MAINTAINING THE ARAB PHOTOGR |
ZOGHBI BLDG 4TH FL 377 GOURAUD ST BAYRUT 1104 LE |
2021-05-06 | 100,000 | FOR THE PRESERVATION OF THE ARAB IMAGE FOUNDATION PHOTOGRAPHY COLLECTION FOLLOWING THE 2020 BEI | 0 | 2021-08-18 | N/A | ||
|
INTERNATIONAL COUNCIL OF MUSEUMS |
MAISON DE LUNESCO 1 RUE MIOLLIS PARIS 75732 CEDEX 15 FR |
2021-04-08 | 95,312 | FOR ENHANCING THE CAPACITY AND ACCESSIBILITY OF THE PUBLICATIONS ONLINE PLATFORM. | 0 | 2021-08-18 | N/A | ||
|
INTERNATIONAL COUNCIL OF MUSEUMS |
MAISON DE LUNESCO 1 RUE MIOLLIS PARIS 75732 CEDEX 15 FR |
2020-11-05 | 34,000 | FOR TECHNOLOGY AND INFRASTRUCTURE TO BRING THE 2020 ANNUAL CONFERENCE OF THE INTERNATIONAL COMMIT | 29,591 | 4/13/2021 | 2021-08-18 | PROPERLY EXPENDED | |
|
INTERNATIONAL COUNCIL OF MUSEUMS |
MAISON DE LUNESCO 1 RUE MIOLLIS PARIS 75732 CEDEX 15 FR |
2019-06-10 | 84,675 | FOR CONSERVATION PROFESSIONALS FROM COUNTRIES WITH EMERGING ECONOMIES TO ATTEND THE COMMITTEE FO | 15,284 | 1/19/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
INTERNATIONAL COUNCIL ON MONUMENTS AND S |
11 RUE DU SEMINAIRE DE CONFLANS CHARENTONLEPONT 94220 FR |
2019-08-06 | 83,295 | FOR PARTICIPANTS FROM COUNTRIES WITH EMERGING ECONOMIES TO ATTEND THE 20TH GENERAL ASSEMBLY AND SCIEN | 0 | 2/18/2021 | 2021-08-17 | N/A | |
|
KAUNAS UNIVERSITY OF TECHNOLOGY |
K DONELAICIO ST 73 KAUNAS 44249 LH |
2019-06-03 | 146,731 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR VYTAUTAS LANDSBERGIS-ZEMKALNIS'S LAB | 82,203 | 1/27/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
KING'S COLLEGE LONDON |
STRAND LONDON WC2R 2LS UK |
2018-03-07 | 225,212 | FOR THE ADVANCED DIGITAL INSTITUTE ART AND DATA IN THE ANCIENT MEDITERRANEAN. | 210,132 | 5/14/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
KUNSTHISTORISCHES MUSEUM MIT MUSEUM FUR |
BURGRING 5 VIENNA A-1010 AU |
2014-04-01 | 408,780 | FOR TRAINING RELATED TO THE TREATMENT OF DAVID WITH THE HEAD OF GOLIATH BY CARAVAGGIO AND STORMY LAND | 278,390 | 1/26/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
KUNSTMUSEUM BASEL |
ST ALBAN-GRABEN 8 BASEL CH-4010 SZ |
2021-05-26 | 99,688 | FOR A DIGITAL PROJECT ON THE PRACTICES AND HISTORY OF ETCHING, ORGANIZED BY THE KUPFERSTICHKABINETT | 0 | 2021-08-18 | N/A | ||
|
LES ARTS DECORATIFS |
107 RUE DE RIVOLI PARIS 75001 FR |
2020-05-14 | 37,814 | FOR AN EXTENSION TO A CURATORIAL FELLOWSHIP IN THE GRAPHIC ARTS DEPARTMENT OF THE MUSEE DES ARTS | 30,511 | 4/30/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
LES ARTS DECORATIFS |
107 RUE DE RIVOLI PARIS 75001 FR |
2018-09-06 | 145,288 | FOR A CURATORIAL FELLOWSHIP IN THE GRAPHIC ARTS DEPARTMENT OF THE MUSEE DES ARTS DECORATIFS. | 145,288 | 4/30/2021 | 2021-08-17 | PROPERLY EXPENDED; BALANCE REFUNDED | |
|
LIVERPOOL ROMAN CATHOLIC ARCHDIOCESAN TR |
CENTRE FOR EVANGELISATION CROXTETH LIVERPOOL L17 1AA UK |
2016-06-08 | 200,114 | FOR RESEARCH AND CONSERVATION PLANNING FOR SIR FREDERICK GIBBERD'S LIVERPOOL METROPOLITAN C | 181,291 | 11/6/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
MAHARANA OF MEWAR CHARITABLE FOUNDATION |
THE CITY PALACE COMPLEX UDAIPUR 313001 IN |
2021-05-12 | 95,199 | FOR AN EXHIBITION AND ACCOMPANYING CATALOGUE ON 18TH-TO 20TH-CENTURY MAPS AND LANDSCAPES FROM UDAI | 0 | 2021-08-18 | N/A | ||
|
MAX-PLANCK-GESELLSCHAFT ZUR FORDERUNG DE |
POSTFACH 10 10 62 MUNICH 80084 GM |
2019-06-17 | 20,000 | FOR PUBLICATION OF TRANSPACIFIC ENGAGEMENTS: VISUAL CULTURE OF GLOBAL EXCHANGE, A SYMPOSIUM ORGAN | 13,835 | 8/28/2020 | 2021-08-17 | PROPERLY EXPENDED | |
|
MAX-PLANCK-GESELLSCHAFT ZUR FORDERUNG DE |
POSTFACH 10 10 62 MUNICH 80084 GM |
2018-12-11 | 69,034 | FOR PARTICIPANTS FROM COUNTRIES WITH EMERGING ECONOMIES TO ATTEND THE 35TH COMITE INTERNATIONAL D'HIS | 69,034 | 10/12/2020 | 2021-08-17 | PROPERLY EXPENDED; BALANCE REFUNDED | |
|
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. | 117,058 | 4/5/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
NATIONAL GALLERY OF CANADA |
380 SUSSEX DRIVE OTTAWA K1N 9N4 CA |
2019-12-17 | 98,822 | FOR AN EXHIBITION AND ACCOMPANYING CATALOGUE OF RECENT ACQUISITIONS TO COMMEMORATE THE 100TH ANNIVER | 0 | 4/14/2021 | 2021-08-17 | N/A | |
|
NATIONAL GALLERY OF IRELAND |
MERRION SQUARE WEST DUBLIN 2 EI |
2019-05-16 | 206,552 | FOR TRAINING AND TREATMENT RELATED TO PAINTINGS BY JUAN GRIS AND GUERCINO. | 1,021 | 1/29/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
NATIONAL GALLERY OF SLOVENIA |
PUHARJEVA ULICA 9 1000 SI |
2021-05-12 | 37,414 | FOR A PUBLICATION AND DIGITAL PROJECT ON THE LIFE AND WORK OF HINKO SMREKAR. | 0 | 2021-08-18 | N/A | ||
|
NATIONAL MARITIME MUSEUM |
GREENWICH LONDON SE10 9NF UK |
2021-05-12 | 67,450 | FOR A DIGITAL PROJECT ON THE DRAWINGS OF WILLEM VAN DE VELDE THE ELDER AND THE YOUNGER, ORGANIZED BY | 0 | 2021-08-18 | N/A | ||
|
NATIONAL PORTRAIT GALLERY |
ST MARTINS PLACE WC2H 0HE UK |
2021-05-26 | 86,114 | FOR AN EXHIBITION OF WORKS ON PAPER FROM THE LUCIAN FREUD ARCHIVE. | 0 | 2021-08-18 | N/A | ||
|
NEW EUROPE FOUNDATION |
STR PLANTELOR 21 BUCHAREST 023971 RO |
2018-06-04 | 231,000 | FOR THE RESEARCH SEMINARS PERIODIZATION IN THE HISTORY OF ART. | 154,635 | 1/29/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
OBAFEMI AWOLOWO UNIVERSITY ILE-IFE |
PMB 13 IFE 220282 NI |
2020-05-27 | 180,000 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR ARIEH SHARON'S OBAFEMI AWOLOWO UNIVERSITY | 0 | 1/31/2021 | 2021-08-17 | N/A | |
|
PANJAB UNIVERSITY |
SECTOR 14 CHANDIGARH 160014 IN |
2020-05-27 | 184,453 | FOR CONSERVATION OF THE EXTERIOR CONCRETE PRECAST CLADDING PANELS AND THE REFLECTING POOL AT PI | 4,089 | 5/6/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
POLITECNICO DI TORINO |
CORSO DUCA DEGLI ABRUZZI 24 TORINO 10129 IT |
2019-06-03 | 185,609 | FOR SEISMIC STUDIES AND CONSERVATION PLANNING FOR PIER LUIGI NERVI'S TORINO ESPOSIZIONI IN ITALY. | 127,235 | 1/29/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
PRINT QUARTERLY PUBLICATIONS |
10 CHESTER ROW LONDON SW1W 9JH UK |
2019-06-06 | 179,112 | FOR THE TRAVELING SEMINARS CURATING PRINTS. | 20,844 | 1/29/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
ROYAL MUSEUMS OF FINE ARTS OF BELGIUM |
RUE DU MUSEE 9 BRUSSEL B-1000 BE |
2020-02-12 | 145,685 | FOR A CURATORIAL FELLOWSHIP IN THE COLLECTION AND RESEARCH DEPT OF THE FIN-DE-SIECLE MUSEUM. | 17,519 | 3/2/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
RUPRECHT-KARLS-UNIVERSITAT |
GRABENGASSE 1 HEIDELBERG 69117 GM |
2018-07-09 | 293,000 | FOR A SERIES OF DISSERTATION WORKSHOPS FOR STUDENTS OF EAST ASIAN ART HISTORY. | 168,012 | 1/26/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
SCHOOL OF ORIENTAL AND AFRICAN STUDIES |
THORNHAUGH ST RUSSELL SQUARE LONDON WC1H 0XG UK |
2021-02-05 | 92,011 | FOR THE VIRTUAL RESEARCH SEMINAR MEDIEVAL EASTERN MEDITERRANEAN CITIES AS PLACES OF ARTISTIC IN | 0 | 2021-08-18 | N/A | ||
|
SCHUSEV STATE MUSEUM OF ARCHITECTURE |
UL VOZDVIZHENKA 5/25 MOSKVA 119019 RS |
2020-05-27 | 180,000 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR MOISEI REISHER'S WHITE TOWER IN EKAT | 13,135 | 1/29/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
STICHTING GERRIT RIETVELD ACADEMIE TE AM |
FREDERIK ROESKESTRAAT 96 AMSTERDAM 1076 ED NL |
2020-05-27 | 192,623 | FOR RESEARCH AND CONSERVATION PLANNING FOR GERRIT RIETVELD'S RIETVELD ACADEMIE IN AMSTE | 46,637 | 3/15/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
STICHTING HET RIJKSMUSEUM |
POSTBUS 74888 AMSTERDAM 1070 DN NL |
2018-07-12 | 179,656 | FOR CURATORIAL TRAINING IN THE PREPARATION OF A SCHOLARLY COLLECTION CATALOGUE OF 17TH-CENTUR | 135,469 | 1/27/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
STICHTING RESTAURATIE ATELIER LIMBURG |
AVENUE CERAMIQUE 224 MAASTRICHT 6221 KX NL |
2021-04-19 | 99,891 | FOR AN ADVANCED ONLINE WORKSHOP FOR MUSEUM CONSERVATORS ON THE APPLICATION OF MIST LININ | 0 | 2021-08-18 | N/A | ||
|
STICHTING RESTAURATIE ATELIER LIMBURG |
AVENUE CERAMIQUE 224 MAASTRICHT 6221 KX NL |
2018-07-09 | 272,844 | FOR AN ADVANCED WORKSHOP FOR MUSEUM CONSERVATORS ON THE APPLICATION OF MIST LINING. | 272,844 | 4/20/2020 | 2021-08-17 | PROPERLY EXPENDED | |
|
STICHTING TOT BEHEER MUSEUM BOIJMANS VAN |
POSTBUS 2277 ROTTERDAM 3000 CG NL |
2018-03-26 | 348,516 | FOR CURATORIAL TRAINING IN THE PREPARATION OF A SCHOLARLY COLLECTION CATALOGUE OF 15TH- AND 1 | 229,033 | 1/13/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
STICHTING VAN GOGH MUSEUM VOORHEEN RIJKS |
POSTBUS 75366 AMSTERDAM 1070 AJ NL |
2019-06-06 | 113,680 | FOR A CATALOGUE ON NABIS PRINTS. | 11,203 | 1/29/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
STIFTUNG BAUHAUS DESSAU |
GROPIUSALLEE 38 DESSAUROSSLAU 06846 GM |
2017-06-01 | 151,348 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR WALTER GROPIUSS BAUHAUS BUILDING IN | 151,092 | 6/28/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
TECHNISCHE HOCHSCHULE KOLN |
GUSTAV-HEINEMANN-UFER 54 COLOGNE 50678 GM |
2021-04-20 | 232,256 | FOR AN ADVANCED ONLINE WORKSHOP FOR MUSEUM CONSERVATORS ON THE TEAR MENDING METHOD. | 0 | 2021-08-18 | N/A | ||
|
TECHNISCHE UNIVERSITAT BERLIN |
STRASSE DES 17 JUNI 135 BERLIN 10623 GM |
2020-05-27 | 132,084 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR PYSALL, JENSEN, STAHRENBERG AND PART | 10,760 | 7/6/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
TECHNISCHE UNIVERSITEIT DELFT |
POSTBUS 5 DELFT 2600 AA NL |
2018-05-24 | 171,097 | FOR RESEARCH AND THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR JOHANNES VAN DEN BROEK AN | 170,236 | 3/23/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
THE BRITISH LIBRARY |
96 EUSTON ROAD LONDON NW1 2DB UK |
2021-05-26 | 86,114 | FOR THE PUBLICATION OF A HANDBOOK ON PRINTS AND DRAWINGS AT THE BRITISH LIBRARY. | 0 | 2021-08-18 | N/A | ||
|
THE BRITISH LIBRARY |
96 EUSTON ROAD LONDON NW1 2DB UK |
2021-05-26 | 63,527 | FOR AN EXHIBITION AND ACCOMPANYING CATALOGUE ON SCIENTIFIC REPRESENTATIONS OF ANIMALS FROM TH | 0 | 2021-08-18 | N/A | ||
|
THE BRITISH MUSEUM |
GREAT RUSSELL STREET LONDON WC1B 3DG UK |
2021-01-13 | 1,977,365 | FOR RESEARCH, RESCUE ARCHAEOLOGY, CONSERVATION, AND TRAINING AT GIRSU IN IRAQ. | 0 | 4/22/2021 | 2021-08-18 | N/A | |
|
THE BRITISH MUSEUM |
GREAT RUSSELL STREET LONDON WC1B 3DG UK |
2018-04-03 | 189,783 | FOR TWO CURATORIAL FELLOWSHIPS IN THE DEPARTMENT OF PRINTS AND DRAWINGS. | 140,601 | 4/28/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
THE BROTHERHOOD OF THE MONASTERY OF SAIN |
C/O 18 MIDAN EL DAHER 11271 EG |
2019-06-05 | 34,104 | FOR A PUBLICATION RELATED TO RESEARCH AND CONSERVATION AT THE MONASTERY OF SAINT CATHERINE IN MOUNT | 1,992 | 12/18/2020 | 2021-08-17 | PROPERLY EXPENDED | |
|
THE CYPRUS INSTITUTE |
20 KONSTANTINOU KAVAFI STREET AGLANTZIA 2121 CY |
2017-08-16 | 240,000 | FOR THE RESEARCH SEMINARS MEDITERRANEAN PALIMPSESTS: CONNECTING THE ART AND ARCHITECT | 191,994 | 2/4/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
THE INT'L INST FOR CONSERV OF HISTORIC |
3 BIRDCAGE WALK WESTMINSTER LONDON SW1H 9JJ UK |
2019-06-10 | 71,772 | FOR PARTICIPANTS FROM COUNTRIES WITH EMERGING ECONOMIES TO ATTEND THE 28TH INTERNATIONAL CO | 71,772 | 3/3/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
THE NATIONAL GALLERY |
TRAFALGAR SQUARE LONDON WC2N 5DN UK |
2018-05-30 | 94,029 | FOR TRAINING AND TREATMENT RELATED TO ANTHONY VAN DYCK'S EQUESTRIAN PORTRAIT OF CHARLES I. | 89,460 | 7/12/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
THE NATIONAL TRUST FOR SCOTLAND |
HERMISTON QUAY 5 CULTINS ROAD EDINBURGH EH11 4DF UK |
2015-05-14 | 148,628 | FOR THE PREPARATION OF A CONSERVATION PLAN FOR CHARLES RENNIE MACKINTOSHS HILL HOUSE IN HELENSBURGH | 100,216 | 3/23/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
THE QUEEN'S UNIVERSITY OF BELFAST |
UNIVERSITY ROAD BELFAST BT7 1NN UK |
2018-05-24 | 145,316 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR PETER DOYLE AND MARY DOYLE'S ST. BRE | 146,196 | 9/12/2020 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSIDAD DE LOS ANDES |
CRA 1 NO 18A - 12 BOGOTA 111711 CO |
2017-09-25 | 85,000 | FOR A SERIES OF VISITING PROFESSORSHIPS IN ART HISTORY. | 80,465 | 1/25/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSIDAD DEL DESARROLLO |
AV PLAZA 680 SAN CARLOS DE APOQUI LAS CONDES 7550000 CI |
2020-05-27 | 180,000 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR BROTHER MARTIN CORREA AND GABRIEL GU | 40,332 | 1/30/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSIDAD NACIONAL AUTONOMA DE MEXICO |
CIUDAD UNIVERSITARIA MEXICO CITY 04510 MX |
2021-06-16 | 128,000 | FOR A VIRTUAL RESEARCH SEMINAR, RETHINKING THE "POPULAR ARTS" FOR 20TH-CENTURY LATIN AMERICA, ORGANIZ | 0 | 2021-08-18 | N/A | ||
|
UNIVERSIDAD NACIONAL DE CORDOBA |
AV HAYA DE LA TORRRE S/N CORDOBA X5000HUA AR |
2019-06-03 | 150,000 | FOR RESEARCH AND CONSERVATION PLANNING FOR OSVALDO BIDINOST, JORGE CHUTE, JOSE GASSO, MABEL LAPA | 53,034 | 1/30/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSIDAD NACIONAL DE GENERAL SAN MART |
CAMPUS MIGUELETE 25 DE MAYO Y FRAN SAN MARTIN 1650 AR |
2019-12-17 | 173,000 | FOR TRAINING AND TREATMENT RELATED TO THREE PAINTINGS IN THE MUSEO PROVINCIAL DE BELLAS ARTES EMILI | 0 | 11/24/2020 | 2021-08-17 | N/A | |
|
UNIVERSIDADE DO MINHO |
LARGO DO PACO BRAGA 4704-553 PO |
2019-06-03 | 179,984 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR FRANCISCO JOSE DE CASTRO, JOAO GARIZ | 140,295 | 1/12/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSIDADE DO PORTO |
PRACA GOMES TEIXEIRA PORTO 4099-002 PO |
2020-05-27 | 110,070 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR ALVARO SIZA'S SWIMMING POOLS IN LECA | 2,306 | 1/22/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSITA DEGLI STUDI DI ROMA LA SAPIE |
PIAZZALE ALDO MORO 5 ROME 00185 IT |
2018-05-24 | 180,000 | FOR RESEARCH AND CONSERVATION PLANNING FOR GIO PONTI'S SCHOOL OF MATHEMATICS AT THE UNIVERSITA DEGLI | 180,000 | 6/10/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSITA DEGLI STUDI DI URBINO CARLO B |
VIA AURELIO SAFFI 2 URBINO 61029 IT |
2018-05-24 | 100,000 | FOR SEISMIC RESEARCH AND PLANNING FOR THE GIANCARLO DE CARLO BUILDINGS AT THE UNIVERSITA DEGLI ST | 100,000 | 1/22/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSITAT POLITECNICA DE VALENCIA |
CAMINO DE VERA S/N VALENCIA 46022 SP |
2019-06-03 | 191,233 | FOR CONSERVATION PLANNING AND A NEW USE STUDY FOR FERNANDO MORENO BARBERA'S PARANINFO AT THE UN | 122,497 | 3/23/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSITY COLLEGE LONDON |
GOWER STREET LONDON WC1E 6BT UK |
2018-09-06 | 236,052 | FOR THE RESEARCH SEMINARS CONFRONTATIONS: SESSIONS ON EAST EUROPEAN ART HISTORY. | 160,879 | 8/26/2020 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSITY OF CAMBRIDGE |
UNIVERSITY OF CAMBRIDGE CAMBRIDGE CB2 1TN UK |
2019-05-13 | 100,354 | FOR A WORKSHOP ON BOTANICAL PRINTS AND DRAWINGS ORGANIZED BY THE FITZWILLIAM MUSEUM. | 4,164 | 8/18/2020 | 2021-08-17 | 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. | 146,367 | 3/1/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSITY OF EDINBURGH |
20 CHAMBERS STREET EDINBURGH EH1 1JZ UK |
2021-04-13 | 54,996 | FOR TWO YEARS OF SUPPORT FOR THE ONLINE JOURNAL ART IN TRANSLATION. | 0 | 2021-08-18 | N/A | ||
|
UNIVERSITY OF EDINBURGH |
20 CHAMBERS STREET EDINBURGH EH1 1JZ UK |
2014-06-09 | 60,995 | FOR A SPECIAL ISSUE OF THE JOURNAL ART IN TRANSLATION DEDICATED TO THE GETTY FOUNDATION'S CONNECTIN | 60,995 | 11/20/2020 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSITY OF EDINBURGH |
20 CHAMBERS STREET EDINBURGH EH1 1JZ UK |
2012-09-06 | 100,000 | FOR THE ONLINE JOURNAL ART IN TRANSLATION. | 100,000 | 11/20/2020 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSITY OF EXETER |
NORTHCOTE HOUSE THE QUEENS DRIVE DEVON EX4 4QJ UK |
2018-12-10 | 230,000 | FOR THE DIGITAL MAPPING PROJECT IMMERSIVE RENAISSANCE. | 143,859 | 8/27/2020 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSITY OF GLASGOW |
UNIVERSITY AVENUE GLASGOW CITY G12 8QQ UK |
2018-05-30 | 152,732 | FOR TRAINING, TREATMENT, AND WORKSHOPS RELATED TO PAINTINGS IN THE HUNTERIAN ART GALLERY AND TH | 18,602 | 10/30/2020 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSITY OF LEICESTER |
UNIVERSITY ROAD LEICESTER LE1 7RH UK |
2018-05-24 | 113,730 | FOR RESEARCH AND THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR JAMES STIRLING AND JAMES | 107,576 | 9/25/2020 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSITY OF OXFORD |
UNIV OFFICES WELLINGTON SQUARE OXFORD OX1 2PH UK |
2021-05-26 | 95,996 | FOR A DIGITAL PROJECT ON EARLY MODERN GERMAN DRAWINGS,ORGANIZED BY THE ASHMOLEAN MUSEUM OF ART AND | 0 | 2021-08-18 | N/A | ||
|
UNIVERSITY OF OXFORD |
UNIVERSITY OFFICES WELLINGTON SQ OXFORD OX1 2PH UK |
2018-03-26 | 327,244 | FOR CURATORIAL TRAINING IN THE PREPARATION OF A SCHOLARLY COLLECTION CATALOGUE OF ITALIAN DRA | 141,431 | 8/26/2020 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSITY OF SYDNEY |
MILLS BLDG FISHER ROAD CAMPERDOWN 2006 AS |
2017-04-25 | 240,000 | FOR THE RESEARCH SEMINARS SITE AND SPACE IN SOUTHEAST ASIA. | 147,656 | 4/7/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
UNIVERSITY OF WARSAW |
KRAKOWSKIE PRZEDMIESCIE 26/28 WARSZAWA 00-927 PL |
2021-06-03 | 90,500 | FOR THE VIRTUAL RESEARCH SEMINAR NARRATING ART AND FEMINISM: EASTERN EUROPE AND LATIN AMERICA. | 0 | 2021-08-18 | N/A | ||
|
VICTORIA AND ALBERT MUSEUM |
CROMWELL RD SOUTH KENSINGTON LONDON SW7 2RL UK |
2018-05-30 | 53,124 | FOR AN EXHIBITION CATALOGUE OF FRENCH MASTER DRAWINGS. | 150 | 4/30/2021 | 2021-08-17 | PROPERLY EXPENDED | |
|
FOUNDATION CULTURAL HERITAGE WITHOUT BOR |
KRALJA TVRTKA 7/2 SARAJEVO 71000 BK |
2018-05-24 | 130,000 | FOR THE PREPARATION OF A CONSERVATION MANAGEMENT PLAN FOR BORIS MAGAS, EDO SMIDIHEN, AND RADOVAN HO | 115,126 | 4/21/2021 | 2021-08-17 | PROPERLY EXPENDED |
| Identifier | Return Reference | Explanation |
|---|---|---|
| DEPRECIATION EXPENSE | DEPRECIATION AND DEPLETION, PART I, LINE 19 HISTORICAL PRIOR YR ACCUM DEPRECIATION COST DEPRECIATION EXPENSE LAND & IMPROVEMENTS $87,310,955 $24,869,875 $2,108,335BUILDINGS & LEASEHOLD $1,647,966,654 $864,871,748 $42,123,295 IMPROVEMENTSFURNITURE & $97,766,889 $70,573,707 $3,331,007 EQUIPMENTCONSTRUCTION IN $32,987,092 $0 $0 PROGRESSRIGHT-OF-USE $20,411,916 $0 $0 ASSET________________________________________________________________________ TOTAL: $1,886,443,506 $960,315,330 $47,562,637LAND, BUILDING AND EQUIPMENTPART II, LINE 14 ACCUM. COST DEPREC. BOOK VAL. MRKT VAL. LAND & $87,310,955 $26,978,210 $60,332,745 $82,422,302 IMPROVEMENTS BUILDINGS & $1,647,966,654 $906,994,998 $740,971,656 $740,971,611LEASEHOLDIMPROVEMENTSFURNITURE & $97,766,889 $73,904,759 $23,862,130 $62,232,117EQUIPMENTCONSTRUCTION $32,987,092 $0 $32,987,092 $32,987,092IN PROGRESSRIGHT-OF-USE $20,411,916 $0 $20,411,916 $20,411,916ASSET_______________________________________________________________________ TOTALS $1,886,443,506 $1,007,877,967 $878,565,539 $939,025,038 LIST OF ASSETS SOLDASSET DESCRIPTION: METHOD OF SOLD TO: ACQUISITION:ART WORK PURCHASE MANHATTAN'S DISTRICT ATTORNEY ONE HOGAN PLACE NEW YORK, NY 10013PART IV, LINE 3 EXPLANATIONPART IV, LINE 3 NUMBER INCLUDES THE UNRELATED BUSINESS TAXABLE INCOME SHORT-TERM CAPITAL GAINS AMOUNT BUT PART IV CONTINUATION SHEET LINE EXCLUDES THE UNRELATED BUSINESS TAXABLE INCOME SHORT-TERM CAPITAL GAINS AMOUNT.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. FORM 990-PF, PART VIII - INFORMATION REGARDING DEFERRED COMPENSATION THE J. PAUL GETTY TRUST PROVIDES AN INVESTMENT INCENTIVE AND BONUS PLAN TO CERTAIN EMPLOYEES. ACCRUALS UNDER THIS PLAN ARE REPORTED AS DEFERRED COMPENSATION ON FORM 990-PF, PART VIII, COLUMN (D). WHEN AMOUNTS UNDER THIS PLAN ARE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, THESE AMOUNTS WILL BE REPORTED AGAIN AS COMPENSATION OF PART VIII, COLUMN (C). | |
| 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 VILLATHE J. PAUL GETTY MUSEUM COLLECTS GREEK AND ROMAN ANTIQUITIES, EUROPEAN PAINTINGS, DRAWINGS, MANUSCRIPTS, SCULPTURE AND DECORATIVE ARTS TO 1900, AS WELL AS PHOTOGRAPHS FROM AROUND THE WORLD TO THE PRESENT DAY. THE MUSEUM'S MISSION IS TO DISPLAY AND INTERPRET ITS COLLECTIONS, AND PRESENT IMPORTANT LOAN EXHIBITIONS AND PUBLICATIONS FOR THE ENJOYMENT AND EDUCATION OF VISITORS LOCALLY AND INTERNATIONALLY. THIS IS SUPPORTED BY AN ACTIVE PROGRAM OF RESEARCH, CONSERVATION, AND PUBLIC PROGRAMS THAT SEEK TO DEEPEN OUR KNOWLEDGE OF AND CONNECTION TO WORKS OF ART. THE MUSEUM OPERATES TWO SITES IN LOS ANGELES-ONE AT THE GETTY CENTER; THE SECOND AT THE GETTY VILLA.EFFECTIVE MARCH 13, 2020, THE GETTY CENTER AND GETTY VILLA LOCATIONS WERE CLOSED TO THE PUBLIC DUE TO THE COVID-19 GLOBAL PANDEMIC. IN THE EFFORTS TO GRADUALLY RE-OPEN THE LOCATIONS, AS OF APRIL 14, 2021 AND MAY 18, 2021, RESPECTIVELY, THE GETTY VILLA AND GETTY CENTER HELD A SOFT RE-OPENING FOR STAFF AND THEIR FAMILIES. AND BEGINNING APRIL 21, 2021 AND MAY 25, 2021, RESPECTIVELY, THE GETTY VILLA AND GETTY CENTER RE-OPENED TO THE PUBLIC. J. PAUL GETTY MUSEUM, STATISTICAL HIGHLIGHTS, FY21THE GETTY VILLA63,521 PEOPLE VISITED THE MUSEUM AT THE GETTY VILLA FREE OF CHARGE DURING FY21. IN ADDITION TO PRESENTING WORKS OF ART FROM THE PERMANENT COLLECTION AND 3 TEMPORARY EXHIBITIONS, THE MUSEUM PROVIDED A WIDE VARIETY OF FREE INTERPRETIVE MATERIALS, (VIRTUAL AND IN-PERSON) PROGRAMS AND SERVICES ON A DAILY BASIS. THESE INCLUDED GALLERY, ARCHITECTURE, GARDEN, AND ORIENTATION TOURS ALONG WITH INTERACTIVE AND EDUCATIONAL SPACES WHICH SERVED FAMILIES WITH CHILDREN. 5,383 ATTENDEES FROM COLLEGES AND UNIVERSITIES (NON-PROFIT ORGANIZATIONS) TOOK ADVANTAGE OF OUR SELF-GUIDED TOURS AND EDUCATION RESOURCES.THE GETTY MUSEUM PROVIDED FREE-OF-CHARGE 8 DIGITAL LECTURES AND PANELS WITH 3,846 ATTENDEES.WITH THE NEW DIGITAL ENGAGEMENT WITH COLLEGE AUDIENCES, A VIRTUAL COLLEGE WEEK (ANCIENT ROME AT HOME) HAD 4,328 IN ONLINE ATTENDANCE ACROSS 21 FREE ZOOM-BASED ENGAGEMENTS WITH GETTY CURATORIAL, CONSERVATION AND EDUCATION STAFF, AS WELL AS 2 DIGITAL VIDEO PREMIERES.THE GETTY VILLA THEATER PROGRAM COMMISSIONED A NEW DIGITAL THEATER SERIES FOR FAMILIES, "THE ODDYSSEY" WAS PREMIERED WEEKLY OVER 6 WEEKS ON YOUTUBE THAT HAD A TOTAL OF 23,092 VIEWS FOR EACH VIDEO'S DEBUT COMBINED. THE SERIES REMAINS ON THE MUSEUM YOUTUBE CHANNEL AS FREE CONTENT. IN ADDITION, DIGITAL PLAYREADING PREMIERE OF "PANDORA" WITH THEATREWORKS OF SILICON VALLEY AND A CO-PRESENTATION WITH CENTER THEATRE GROUP OF GREEK TRILOGY OF LUIS ALFARO DEBUTED ON YOUTUBE WITH 7,306 VIEWS. 3 NEW DIGITAL ARTIST DEMONSTRATIONS PREMIERED AS PART OF THE "MESOPOTAMIA" EXHIBITION CURRENTLY WITH 4,860 VIEWS ON YOUTUBE.THE GETTY CENTER72,429 PEOPLE VISITED THE MUSEUM AT THE GETTY CENTER FREE OF CHARGE DURING FY21. IN ADDITION TO PRESENTING WORKS OF ART FROM THE PERMANENT COLLECTION AND 8 TEMPORARY EXHIBITIONS, THE MUSEUM PROVIDED A WIDE VARIETY OF FREE INTERPRETIVE MATERIALS, (VIRTUAL AND IN-PERSON) PROGRAMS AND SERVICES ON A DAILY BASIS. THESE INCLUDED GALLERY, ARCHITECTURE, AND GARDEN TOURS ALONG WITH USAGE OF INTERACTIVE AND EDUCATIONAL SPACES WHICH SERVED FAMILIES WITH CHILDREN. WHILE ONSITE FIELD TRIPS WERE TEMPORARILY SUSPENDED AT THE GETTY CENTER AND GETTY VILLA DUE TO THE PANDEMIC, THE EDUCATION DEPARTMENT CONTINUED TO OFFER ENGAGEMENT AND ACCESSIBILITY TO THE COLLECTION THROUGH OUR INAUGURAL DIGITAL PROGRAM: VIRTUAL ART EXPLORATIONS (VAE)S. BECAUSE ALL EDUCATION PROGRAMS WERE CONDUCTED VIRTUALLY, THE CENTER AND THE VILLA K12 AND TOURING STATISTICS ARE THE SAME ACROSS SITES. IN FY21, 30,659 STUDENTS (20,930 TITLE 1) WERE SERVED IN THE VIRTUAL PROGRAM FROM 545 SCHOOLS, 366 OF WHICH ARE TITLE 1 (67% TITLE 1). ADDITIONALLY, STUDENTS HAILED FROM 158 DIFFERENT SCHOOL DISTRICTS IN 517 ZIP CODES. FOR THE FIRST TIME, THE GETTY WAS ABLE TO REACH THE K12 AUDIENCE NATIONALLY- SEEING ATTENDANCE FROM AZ, IL, MD, NC, NM, NV, NY, OH, PA, TX, WA - AND EVEN INTERNATIONALLY AS STUDENTS "ZOOMED IN" FROM SAUDI ARABIA, KOREA, MOROCCO, IRELAND, AND MEXICO. DUE TO THE ONGOING NATURE OF THE PANDEMIC, THE IN-PERSON FIELD TRIP PROGRAM, INCLUDING TITLE 1, CONTINUES TO BE TEMPORARY SUSPENDED. THE GETTY MUSEUM PROVIDED FREE-OF-CHARGE 11 DIGITAL LECTURES, PANELS, AND A SCREENING WITH 3,379 ATTENDEES.2 EXHIBITION-RELATED CULINARY ONLINE PROGRAMS PREMIERED WITH TOTAL ATTENDANCE OF 2,633. AN ONLINE DANCE FILM PREMIERE SCREENING AND TALK HAD 491 IN ATTENDANCE.1,172 GENERAL PUBLIC VISITORS PARTICIPATED IN VIRTUAL CONVERSATIONS WITH GETTY EDUCATORS THROUGH GETTY-GET-TOGETHERS. J. PAUL GETTY MUSEUM, HIGHLIGHTS OF ACCOMPLISHMENTS, FY21ACQUISITIONSLUCRETIA BY ARTEMISIA GENTILESCHI THE J. PAUL GETTY MUSEUM HAS ACQUIRED A MAJOR WORK BY ARTEMISIA GENTILESCHI, THE MOST CELEBRATED WOMAN PAINTER OF 17TH-CENTURY ITALY. RECENTLY REDISCOVERED AFTER HAVING BEEN IN PRIVATE COLLECTIONS FOR CENTURIES, THE PAINTING REPRESENTS THE ARTIST AT THE HEIGHT OF HER EXPRESSIVE POWERS AND DEMONSTRATES HER AMBITION FOR DEPICTING HISTORICAL SUBJECTS, SOMETHING THAT WAS VIRTUALLY UNPRECEDENTED FOR A FEMALE ARTIST IN HER DAY.HTTPS://BLOGS.GETTY.EDU/IRIS/ARTEMISIA-GENTILESCHI-JOINS-GETTYS-COLLECTION/GROUP OF DUTCH DRAWINGS THE J. PAUL GETTY MUSEUM ANNOUNCED A LANDMARK ACQUISITION OF 39 DUTCH DRAWINGS, PROVIDING A STUNNING SURVEY OF THE OUTSTANDING ARTISTS, STYLES, GENRES, AND SUBJECTS IN 17TH-CENTURY ART FROM THE NETHERLANDS. THE GROUP INCLUDES DRAWINGS BY REMBRANDT VAN RIJN, JACOB RUISDAEL, GERRIT VAN HONTHORST, AND MANY OTHER ARTISTS OF THE "GOLDEN AGE" OF DUTCH ART. IN ADDITION, THE ACQUISITION INCLUDES A MONUMENTAL EARLY WATERCOLOR BY PIET MONDRIAN, A PANORAMIC LANDSCAPE VIEW MADE IN 1901.HTTP://NEWS.GETTY.EDU/J-PAUL-GETTY-MUSEUM-ANNOUNCES-MAJOR-ACQUISITION-GROUP-39-DUTCH-DRAWINGS.HTMEXHIBITIONSMESOPOTAMIA: CIVILIZATION BEGINS (GETTY VILLA) MESOPOTAMIA-THE LAND "BETWEEN THE RIVERS" IN MODERN-DAY IRAQ-WAS HOME TO THE ANCIENT SUMERIANS, BABYLONIANS, AND ASSYRIANS. AMONG THEIR MANY ACHIEVEMENTS ARE THE CREATION OF THE EARLIEST KNOWN SCRIPT (CUNEIFORM), THE FORMATION OF THE FIRST CITIES, THE DEVELOPMENT OF ADVANCED ASTRONOMICAL AND MATHEMATICAL KNOWLEDGE, AND SPECTACULAR ARTISTIC AND LITERARY ACCOMPLISHMENTS. THE EXHIBITION COVERS THREE MILLENNIA, FROM THE FIRST CITIES IN ABOUT 3200 BC TO ALEXANDER THE GREAT'S CONQUEST OF BABYLON IN 331 BC.HTTPS://GETTY-MESOPOTAMIA.NETLIFY.APP/PHOTO FLUX: UNSHUTTERING LA (GETTY CENTER)PHOTOGRAPHS BY 35 LOS ANGELES-BASED ARTISTS CHALLENGE IDEALS OF BEAUTY, REPRESENTATION, CULTURAL CAPITAL, AND OBJECTIVITY. THE ARTISTS IN THIS EXHIBITION, PRIMARILY PEOPLE OF COLOR, HAVE RADICALLY TRANSFORMED PHOTOGRAPHY TO EXPRESS THEIR OWN AESTHETICS, IDENTITIES, AND NARRATIVES. THEIR WORK IS FOUNDATIONAL FOR AN EMERGING GENERATION OF ARTISTS PARTICIPATING IN THE GETTY "UNSHUTTERED" PROGRAM, WHICH ENGAGES TEENS TO SEEK PHOTOGRAPHY AS A PLATFORM TO AMPLIFY SOCIAL TOPICS THAT RESONATE IN THEIR OWN LIVES. GUEST CURATED BY JILL MONIZ. HTTPS://WWW.GETTY.EDU/ART/EXHIBITIONS/PHOTO_FLUX/HTTPS://BLOGS.GETTY.EDU/IRIS/PODCAST-NEW-NARRATIVES-BY-LA-PHOTOGRAPHERS-OF-ALL-AGES/EDUCATION/PUBLIC PROGRAMSUNSHUTTERED 3.0 THE J. PAUL GETTY MUSEUM LAUNCHED THE THIRD ITERATION OF ITS POPULAR AND AWARD-WINNING "UNSHUTTERED" PROGRAM, WITH THIS YEAR'S THEME, "IN PURSUIT OF _____." INSPIRED BY THE DECLARATION OF INDEPENDENCE, "IN PURSUIT OF _____" ASKED TEEN ARTISTS TO EXPAND ON THE FUNDAMENTAL CONCEPT OF THE PURSUIT OF HAPPINESS. GETTY ALSO PARTNERED WITH AMPLIFIER, A DESIGN LAB THAT AMPLIFIES THE VOICES OF GRASSROOTS MOVEMENTS, TO CONTINUE THE CONVERSATION THROUGH A NATIONAL OPEN CALL FOR YOUTH PHOTOGRAPHERS. SELECTED FROM OVER 1,500 SUBMISSIONS FROM TEENAGERS AROUND THE COUNTRY, 34 WINNING ARTWORKS WERE CHOSEN FOR THEIR THOUGHTFUL AND CREATIVE RESPONSES. HTTPS://BLOGS.GETTY.EDU/IRIS/AMPLIFIER-AND-GETTY-PARTNER-TO-INSPIRE-TEENS-THROUGH-ART/HTTPS://BLOGS.GETTY.EDU/IRIS/31-YOUNG-ARTISTS-WININ-PURSUIT-OF-___-OPEN-CALL-FOR-PHOTOGRAPHY/ HTTPS://BLOGS.GETTY.EDU/IRIS/ART-EDUCATION-GOES-VIRTUAL/THE ODDYSSEYTHE GETTY VILLA PREMIERED ITS FIRST VIRTUAL THEATER PRESENTATION OF "THE ODDYSSEY" IN JULY 2020 ON THE GETTY MUSEUM YOUTUBE CHANNEL. CO-PRODUCED BY THE GETTY MUSEUM AND THE TROUBADOUR THEATER COMPANY (AKA THE TROUBIES), "THE ODDYSSEY" RECOUNTS HOMER'S 24 BOOKS IN FIVE WEBISODES OF ABOUT 15-20 MINUTES EACH, IN A WHIMSICAL RETELLING OF ODYSSEUS'S ADVENTURE FOR AUDIENCES OF ALL AGES.HTTPS://BLOGS.GETTY.EDU/IRIS/ZOOM-WITH-ODYSSEUS-ZEUS-AND-OTHER-MYTHOLOGICAL-STARS/CONSERVATION PROJECTSCONSERVATION OF VAN GOGH'S IRISES GETTY SCIENTISTS AND CONSERVATORS EXAMINED VAN GOGH'S "IRISES" USING A VARIETY OF NON-INVASIVE IMAGING TECHNIQUES. THE GOALS OF THE STUDY WERE TO GAIN A BETTER UNDERSTANDING OF WHAT PIGMENTS VAN GOGH USED, AND WHETHER OR NOT THEY CHANGED OR DEGRADED OVER TIME. IT MIGHT ALSO BE POSSIBLE TO LEARN MORE ABOUT HOW HE PLANNED OUT THE COMPOSITION, THE DIFFERENT TYPES OF PLANTS DEPICTED IN THE PAINTING, AND HOW THEY RELATE TO THE GARDEN. RESULTS OF THIS STUDY ARE FORTHCOMING.HTTPS://BLOGS.GETTY.EDU/IRIS/A-RARE-OPPORTUNITY-TO-STUDY-VAN-GOGHS-IRISES/DEEP-CLEANING OF THE GALLERIES DURING CLOSURE THE PANDEMIC OFFERED A RARE OPPORTUNITY TO WORK UNINTERRUPTED IN THE GALLERIES FOR MONTHS AT A TIME-AN UNDERTAKING THAT WOULD HAVE BEEN DIFFICULT IF THE MUSEUM WAS OPEN TO THE PUBLIC. A DEEP-CLEANING AND MOTH-REMOVAL PROCESS TOOK MO | |
| PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES LINE 2 | THE GETTY RESEARCH INSTITUTE ("GRI")THE GETTY RESEARCH INSTITUTE IS AN OPERATING PROGRAM OF THE J. PAUL GETTY TRUST. IT SERVES EDUCATION IN THE BROADEST SENSE BY INCREASING KNOWLEDGE AND UNDERSTANDING ABOUT ART AND ITS HISTORY THROUGH ADVANCED RESEARCH. THE RESEARCH INSTITUTE PROVIDES INTELLECTUAL LEADERSHIP THROUGH ITS RESEARCH, EXHIBITION, AND PUBLICATION PROGRAMS AND PROVIDES SERVICE TO A WIDE RANGE OF SCHOLARS WORLDWIDE THROUGH RESIDENCIES, FELLOWSHIPS, ONLINE RESOURCES, AND THE GETTY LIBRARY. THE GETTY LIBRARY-HOUSED IN THE 201,000-SQUARE-FOOT RESEARCH INSTITUTE-IS ONE OF THE LARGEST ART AND ARCHITECTURE LIBRARIES IN THE WORLD. THE GENERAL LIBRARY COLLECTIONS (SECONDARY SOURCES) INCLUDE ALMOST 1.5 MILLION VOLUMES OF BOOKS, PERIODICALS, AND AUCTION CATALOGUES ENCOMPASSING THE HISTORY OF WESTERN ART AND RELATED FIELDS IN THE HUMANITIES. THE GETTY LIBRARY'S SPECIAL COLLECTIONS INCLUDE RARE BOOKS, ARTISTS' JOURNALS, SKETCHBOOKS, ARCHITECTURAL DRAWINGS AND MODELS, PHOTOGRAPHS, AND ARCHIVAL MATERIALS.THE GETTY LIBRARY PROVIDED A VARIETY OF SERVICES TO EXTERNAL USERS IN FY21 WHICH INCLUDED: 31 REMOTE VIRTUAL CLASSES, PRESENTATIONS, WEBINARS, AND TRAINING SESSIONS; INTERLIBRARY LOAN FULFILLED 400 REQUESTS FOR REPRODUCTIONS OF ARTICLES AND BOOKS SCANS; AND STAFF ANSWERED 4995 REFERENCE REQUESTS, WHICH INCLUDED GRANTING RIGHTS FOR 323 REQUESTERS FOR A MULTITUDE OF USES. REQUESTERS FROM AROUND THE WORLD WERE ASSISTED INCLUDING RESEARCHERS FROM ARGENTINA, BANGLADESH, INDIA, JAPAN, NIGERIA, AND QATAR.IN ADDITION THE LIBRARY PROVIDED REMOTE ACCESS FOR 139 REGISTERED READERS SO THEY COULD ACCESS HUNDREDS OF LICENSED SUBSCRIPTION DATABASES DURING THE LIBRARY CLOSURE DUE TO COVID. THE GETTY RESEARCH PORTAL HAS FORTY-FOUR CONTRIBUTING INSTITUTIONS, AND NOW OFFERS GLOBAL AND OPEN ACCESS TO OVER 195,000 DIGITIZED ART HISTORY VOLUMES. IN THE PAST YEAR, MORE THAN 32,000 DIGITAL ART HISTORY TEXTS WERE ACCESSED VIA THE PORTAL.FY21 HIGHLIGHTS: JULY 2020-JUNE 2021- GETTY SCHOLARS GO REMOTE: AS COVID-19 GRIPPED THE WORLD, GETTY SCHOLARS TUNED IN REMOTELY FROM ACROSS THE WORLD TO EXPLORE THE 2020-2021 THEMES OF "THE FRAGMENT AND PHOENICIANS, PHILISTINES, CANAANITES: THE LEVANT AND THE CLASSICAL WORLD." HTTP://NEWS.GETTY.EDU/GETTY-RESEARCH-INSTITUTE-ANNOUNCES-20202021-SCHOLARS-GALA-PORRAS-KIM-TO-BE-ARTIST-IN-RESIDENCE.HTM- 12 SUNSETS: THE GETTY RESEARCH INSTITUTE LAUNCHED AN INTERACTIVE WEBSITE FOR DISCOVERING THE TENS OF THOUSANDS OF PHOTOGRAPHS OF LA'S SUNSET BOULEVARD TAKEN BETWEEN 1965 AND 2007 BY ARTIST ED RUSCHA.HTTPS://12SUNSETS.GETTY.EDU/- RETURN TO PALMYRA: THE GETTY RESEARCH INSTITUTE INVITED AUDIENCES FROM AROUND THE WORLD TO EXPLORE THE LEGACY AND MODERN SIGNIFICANCE OF ANCIENT PALMYRA THROUGH A VIRTUAL PRESENTATION OF MATERIALS IN ARABIC AND ENGLISH. HTTPS://WWW.GETTY.EDU/RESEARCH/EXHIBITIONS_EVENTS/EXHIBITIONS/PALMYRA/- ADVANCING DEAI THROUGH ANTI-RACIST CATALOGUING AND DESCRIPTION: ARCHIVISTS AND LIBRARIANS AT THE GETTY LIBRARY COMMIT TO THE REPARATIVE WORK OF REVISING ARCHIVAL AND CATALOGUING DESCRIPTIONS USED ACROSS GETTY RESEARCH INSTITUTE COLLECTIONS. HTTP://BLOGS.GETTY.EDU/IRIS/GETTY-ARCHIVISTS-SUPPORT-RACIAL-JUSTICE/- BRINGING ART HISTORY TO THE WORLD, AT HOME:DRAWING TENS OF THOUSANDS OF PARTICIPANTS WORLDWIDE, THE GETTY RESEARCH INSTITUTE HOSTED MORE THAN 25 VIRTUAL EVENTS AND PROGRAMS, BRINGING ART HISTORY AND THE INSPIRATION OF VISUAL CULTURE TO VIEWERS AT HOME DURING THE PANDEMIC.HTTP://NEWS.GETTY.EDU/GETTY-PRESENTS-FULL-LINE-UP-FREE-VIRTUAL-PROGRAMMING-FOR-DECEMBER-AND-JANUARY.HTM- ALFREDO BOULTON ACQUISITION: THE GETTY RESEARCH INSTITUTE ACQUIRED THE ARCHIVE OF VENEZUELAN PHOTOGRAPHER ALFREDO BOULTON, A CHAMPION OF MODERN ART IN LATIN AMERICA AND PIONEER IN THE FIELD OF 20TH-CENTURY PHOTOGRAPHY. HTTP://BLOGS.GETTY.EDU/IRIS/ARCHIVE-OF-VENEZUELAN-INTELLECTUAL-AND-PHOTOGRAPHER-ALFREDO-BOULTON-COMES-TO-THE-GETTY-RESEARCH-INSTITUTE/ | |
| PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES LINE 3 | THE GETTY CONSERVATION INSTITUTE ("GCI")THE GETTY CONSERVATION INSTITUTE (GCI) IS AN OPERATING PROGRAM OF THE J. PAUL GETTY TRUST. THE GCI WORKS INTERNATIONALLY TO ADVANCE CONSERVATION PRACTICE IN THE VISUAL ARTS-BROADLY INTERPRETED TO INCLUDE OBJECTS, COLLECTIONS, ARCHITECTURE, AND SITES. THE INSTITUTE SERVES THE CONSERVATION COMMUNITY THROUGH SCIENTIFIC RESEARCH, EDUCATION AND TRAINING, FIELD PROJECTS, AND THE DISSEMINATION OF INFORMATION. IN ALL ITS ENDEAVORS, THE GCI CREATES AND DELIVERS KNOWLEDGE THAT CONTRIBUTES TO THE CONSERVATION OF THE WORLD'S CULTURAL HERITAGE.THE GCI'S FREE ONLINE COMPREHENSIVE RESEARCH DATABASE OF ABSTRACTS AND KEY RESOURCE FOR THE PROFESSIONALS IN THE FIELD OF CONSERVATION, AATA ONLINE, REVIEWED, ABSTRACTED, AND INDEXED OVER 3,000 ARTICLES AND PAPERS FROM JOURNALS AND CONFERENCE PROCEEDINGS REPRESENTING THE FIELD'S CORE LITERATURE. IN ADDITION TO THIS IMPORTANT ONGOING WORK, AATA COMPLETED SEVERAL DATA CLEAN-UP PROJECTS IN PREPARATION FOR MIGRATION TO A NEW PRODUCTION DATABASE. DURING THE 2021 FISCAL YEAR, AATA ONLINE LOGGED NEARLY 32,000 SEARCH SESSIONS BY USERS ACROSS THE GLOBE. THE GCI'S 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 2,000 REQUESTS FROM STAFF, SCHOLARS, INTERNS, AND MEMBERS OF THE INTERESTED PUBLIC; ACQUIRED NEARLY 1,400 NEW TITLES FOR THE CONSERVATION COLLECTION IN THE RESEARCH LIBRARY AT THE GETTY RESEARCH INSTITUTE WHICH INCREASED THE COLLECTION TO MORE THAN 57,500 TITLES.THE GETTY CONSERVATION INSTITUTE ADVANCED ITS RESIDENCY PROGRAM BY HOSTING; A TWO-YEAR POSTDOCTORAL FELLOW IN THE SCIENCE DEPARTMENT WORKING WITH THE GCI SCIENCE'S 'TREATMENT STUDIES' RESEARCH AREA; THREE, THREE-YEAR FELLOWSHIPS FOR CONSERVATORS INTERESTED IN PREVENTIVE CONSERVATION AND THE MANAGEMENT OF MUSEUM ENVIRONMENTS; THREE CONSERVATION GUEST SCHOLARS CONDUCTING RESEARCH ON THEIR OWN TOPICS. THE GCI'S YOUTUBE CHANNEL MADE AVAILABLE OVER 290 VIDEOS ON A VARIETY OF GCI ACTIVITIES INCLUDING: GCI PROJECTS, LECTURES, SYMPOSIA AND CONFERENCES FOR CONSERVATION PROFESSIONALS AROUND THE WORLD. DURING THE 2020 FISCAL YEAR, GCI VIDEOS HAVE RECEIVED OVER 260,000 VIEWS FROM AROUND THE WORLD FOR A TOTAL OF 14,300 HOURS WATCHED. THE GCI SECTION OF THE GETTY WEBSITE (GETTY.EDU/CONSERVATION/) IS REGULARLY UPDATED THROUGHOUT THE YEAR WITH CONTENT AND ENHANCEMENTS TO PROVIDE CONSERVATION PROFESSIONALS WITH ACCESS TO KNOWLEDGE, RESOURCES, AND OPPORTUNITIES. AMONG THE ADDITIONS TO THE WEBSITE IN FY21 WERE LINKS TO PROFESSIONAL OPPORTUNITIES INCLUDING THE CONSERVATION GUEST SCHOLAR PROGRAM, GRADUATE INTERNSHIP PROGRAM, POSTDOCTORAL FELLOWSHIP IN CONSERVATION SCIENCE, NEW LIBRARY RESEARCH GRANTS TO CONDUCT RESEARCH USING THE CONSERVATION COLLECTION. 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 "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 WORLDIN FY21, THE NUMBER OF PROFESSIONAL CONSERVATION-RELATED PUBLICATIONS OFFERED FREE OF CHARGE INCREASED TO 187, WITH FIVE NEW TITLES ADDED IN FY21: CONSERVATION PRINCIPLES FOR CONCRETE OF CULTURAL SIGNIFICANCE (ENGLISH); CONSERVATION PRINCIPLES FOR CONCRETE OF CULTURAL SIGNIFICANCE (FRENCH);CONSERVATION PRINCIPLES FOR CONCRETE OF CULTURAL SIGNIFICANCE (SPANISH); A GLOBAL SURVEY ON EDUCATION AND TRAINING FOR THE CONSERVATION OF TWENTIETH-CENTURY BUILT HERITAGE; THE TWENTIETH-CENTURY HISTORIC THEMATIC FRAMEWORK (ENGLISH) IN FY21 THERE WERE SIX BOOKS ADDED TO THE VIRTUAL LIBRARY BRINGING THE COUNT OF PUBLICLY AVAILABLE PDFS TO 193: ENVIRONMENTAL MANAGEMENT FOR COLLECTIONS: ALTERNATIVE CONSERVATION STRATEGIES FOR HOT AND HUMID CLIMATES, BY SHIN MAEKAWA, VINCENT L. BELTRAN, AND MICHAEL C. HENRY; CONSERVATION PRACTICES ON ARCHAEOLOGICAL EXCAVATIONS: PRINCIPLES AND METHODS, BY CORRADO PEDELI AND STEFANO PULGA; ARCHAEOLOGICAL SITES: CONSERVATION AND MANAGEMENT, SHARON SULLIVAN AND RICHARD MACKAY; THE RESTORATION OF ENGRAVINGS, DRAWINGS, BOOKS, AND OTHER WORKS ON PAPER, BY MAX SWEIDLER AND ROY L. PERKINSON; COPPER AND BRONZE IN ART: CORROSION, COLORANTS, CONSERVATION, BY DAVID A. SCOTT; IN THE TOMB OF NEFERTARI: CONSERVATION OF THE WALL PAINTINGS, BY J. PAUL GETTY MUSEUM AND GETTY CONSERVATION INSTITUTETHE GETTY CONSERVATION INSTITUTE'S SCIENCE DEPARTMENT REGULARLY LEADS TOURS OF OUR FACILITIES TO CONSERVATION PROFESSIONALS, STUDENTS AND FACULTY FROM LOCAL COLLEGES, UNIVERSITIES, HIGH SCHOOLS AND MIDDLE SCHOOLS AND A VARIETY OF LOCAL AND INTERNATIONAL ORGANIZATIONS. OWING TO SAFETY PROTOCOLS INSTITUTED AS A RESULT OF THE COVID-19 PANDEMIC, GETTY CENTER TOURS WERE SUSPENDED THROUGHOUT FY21. WE LOOK FORWARD TO WELCOMING PROFESSIONAL AND EDUCATIONAL VISITORS TO OUR LABORATORIES ONCE AGAIN AS SOON AS IT IS DEEMED SAFE TO DO SO.AS PART OF THE GCI'S COMMUNICATION AND DISSEMINATION PROGRAM STRATEGY, THE GCI STAFFS AND SUPPORTS A BOOTH AT PROFESSIONAL CONFERENCES WITH THE OBJECTIVE OF DISSEMINATING INFORMATION ABOUT OUR WORK, ONLINE RESOURCES, PUBLICATIONS, AND PROFESSIONAL OPPORTUNITIES TO OUR CORE AUDIENCE OF CULTURAL HERITAGE CONSERVATION PROFESSIONALS AND THOSE IN ALLIED FIELDS. IN FY21, THE GCI BOOTH WAS PRESENT AT THE VIRTUAL APT CONFERENCE (OCT. 2020) PROMOTING GCI FREE RESOURCE, WITH SPECIAL FOCUS ON MATERIALS RELATED TO THE CONSERVING MODERN ARCHITECTURE INITIATIVE AND THE SEISMIC RETROFITTING PROJECT AND AT THE IIC VIRTUAL CONFERENCE (NOV.). THE GCI VIRTUAL BOOTH WAS PRESENT AT THE AIC'S 49TH ANNUAL VIRTUAL MEETING (MAY-JUNE 2020) PROMOTING ALL GCI RESOURCES. IN ADDITION, THE GCI HOSTED SIX VIRTUAL LOUNGES DURING THE CONFERENCE ON A RANGE OF TOPICS. SPECIFICALLY CREATED EPHEMERA RELATED TO ALL GCI RESOURCES WAS DISTRIBUTED AT THE ICOM-CC VIRTUAL CONFERENCE (MAY 2020).LOS ANGELES AFRICAN AMERICAN HISTORIC PLACES PROJECT INITIATED IN LATE 2020 THE GCI BEGAN COLLABORATING WITH THE LOS ANGELES CITY PLANNING'S OFFICE OF HISTORIC RESOURCES TO ADVANCE THE RECOGNITION, UNDERSTANDING, PROTECTION, CONSERVATION, AND CELEBRATION OF THE CITY'S BLACK HERITAGE. THE LOS ANGELES AFRICAN AMERICAN HISTORIC PLACES PROJECT AIMS TO ADDRESS THE DEFICIENCY OF RECOGNIZED OF AFRICAN AMERICAN LANDMARKS IN THE CITY AND EXAMINE HOW HISTORIC PRESERVATION POLICIES AND PROCESSES CAN BETTER SUPPORT ANTIRACIST, SOCIAL JUSTICE, AND EQUITY GOALS. THIS PROJECT'S FIRST PHASE INCLUDES SUCH ACTIVITIES AS EXPANDING AND REFINING THE CITY'S EXISTING AFRICAN AMERICAN HISTORIC CONTEXT STATEMENT, IDENTIFYING AND OFFICIALLY DESIGNATING ADDITIONAL AFRICAN AMERICAN HISTORIC PLACES, AND DEVELOPING BETTER CULTURAL HERITAGE STRATEGIES TO MANAGE, PRESERVE, INTERPRET, AND CELEBRATE THE TANGIBLE AND INTANGIBLE HERITAGE OF HISTORICALLY BLACK NEIGHBORHOODS.GERMAN DEMOCRATIC PLASTICS IN DESIGN PROJECT LAUNCHEDIN SPRING 2021, THE GCI FORMALLY PARTNERED WITH DIE NEUE SAMMLUNG-THE DESIGN MUSEUM IN MUNICH, THE WENDE MUSEUM OF THE COLD WAR IN LOS ANGELES, AND THE COLOGNE INSTITUTE OF CONSERVATION SCIENCES TO LAUNCH GERMAN DEMOCRATIC PLASTICS IN DESIGN, A PROJECT TO RESEARCH HOW SOVIET-ERA PLASTICS WERE MADE AND THE FACTORS CONTRIBUTING TO THEIR DEGRADATION. A TEAM OF CONSERVATORS AND CONSERVATION SCIENTISTS FROM THESE INSTITUTIONS IS STUDYING MORE THAN THREE HUNDRED HOUSEHOLD PLASTIC OBJECTS PRODUCED BETWEEN 1949 AND 1990 THAT ARE IN THE COLLECTIONS OF THE WENDE MUSEUM AND DIE NEUE SAMMLUNG-THE DESIGN MUSEUM. RANGING FROM KITCHEN AND AUDIO APPLIANCES TO CHILDREN'S TOYS AND FURNITURE, MANY OF THESE COLORFUL PIECES ARE DESIGN ACHIEVEMENTS IN THEIR OWN RIGHT. AS DURABLE AS PLASTIC MAY SEEM, MANY HISTORICALLY SIGNIFICANT PLASTIC OBJECTS ARE DEGRADING DRAMATICALLY. BY STUDYING THE CHEMICAL PROFILE OF THESE PLASTICS, THE PROJECT TEAM CAN LEARN MORE ABOUT WHAT THEY ARE MADE OF, HOW THEY DEGRADE, AND HOW TO POSSIBLY CONSERVE AND RESTORE THEM.MOSAICS ASSESSED AT NEA PAPHOSTHE GCI CONTINUED TO WORK WITH THE CYPRUS DEPARTMENT OF ANTIQUITIES (DOA) ON A CONSERVATION AND MANAGEMENT PLAN FOR THE ANCIENT SITE OF NEA PAPHOS. A PROMINENT AND SIGNIFICANT FEATURE OF NEA PAPHOS IS ITS MOSAICS AND OTHER ANCIENT PAVEMENTS, AND DURING THE PAST YEAR GCI STAFF AND CONSULTANTS CONDUCTED A RAPID ASSESSMENT OF MORE THAN TWO HUNDRED AND FIFTY HELLENISTIC, ROMAN, AND BYZANTINE PAVEMENTS AT THE SITE, CONSIDERING EACH MOSAIC'S CONDITION, SIGNIFICANCE, AND DEGREE OF EXPOSURE. THE COMBINED INFORMATION WAS THEN USED TO RANK THE MOSAICS BY PRIORITY FOR CONSERVATION ACTION, INCLUDING BOTH PREVENTIVE AND REMEDIAL CONSERVATION MEASURES. THE MOSAIC AND OTHER PAVEMENT DATA COLLECTED FROM THE RAPID SURVEY HAVE BEEN INTEGRATED INTO THE SITE GIS, DEVELOPED BY GCI CONSULTANT CARLETON UNIVERSITY, IN ASSOCIATION WITH LUIGI BARAZZETTI OF THE POLYTECHNIC UNIVERSITY OF MILAN.WORKSHOP HELD ON SYNCHROTRON RESEARCH IN FEBRUARY 2021, THE STANFORD SYNCHROTRON RADIATION LIGHTSOURCE (SSRL) AND THE GETTY CONSERVATION INSTITUTE HOSTED AN ONLINE WORKSHOP, "HOT TOPICS IN SYNCHROTRON RESEARCH IN HERITAGE SCIENCE," UNDER THE AUSPICES OF THE SYNCHROTRON RADIATION AND NEUTRONS IN ART AND ARCHAEOLOGY (SR2A) CONFERENCE SERIES, WHICH FOCUSES ON INNOVATIVE USE OF SYNCHROTRON AND NEUTRON RADIATION TO INVESTIGATE CULTURAL HERITAGE MATERIALS AND ARTIFACTS. THE ONLINE EVENT INCLUDED LECTURES ON DEVELOPMENTS IN INSTRUMENTATION AND ANALYSIS, AND RECENT APPLICATIONS TO CULTURAL HERITAGE MATERIALS, FOLLOWED BY PANEL DISCUSSIONS. MORE THAN THREE HUNDRED | |
| PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES LINE 4 | THE GETTY FOUNDATIONTHE GETTY FOUNDATION FULFILLS THE PHILANTHROPIC MISSION OF THE GETTY TRUST BY SUPPORTING INDIVIDUALS AND INSTITUTIONS COMMITTED TO ADVANCING THE GREATER UNDERSTANDING AND PRESERVATION OF THE VISUAL ARTS IN LOS ANGELES AND THROUGHOUT THE WORLD. THROUGH STRATEGIC GRANT INITIATIVES, 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 CARRIES OUT ITS WORK IN COLLABORATION WITH THE OTHER GETTY PROGRAMS TO ENSURE THAT THEY INDIVIDUALLY AND COLLECTIVELY ACHIEVE MAXIMUM EFFECT. SINCE ITS INCEPTION, THE FOUNDATION HAS CARRIED OUT SIGNATURE GRANT PROGRAMS THAT HAVE MADE ART HISTORY MORE INTERDISCIPLINARY AND INTERNATIONAL; CREATED MODELS FOR THE PRACTICE OF CONSERVATION EMPHASIZING THE IMPORTANCE OF PLANNING AND TRAINING; INCREASED ACCESS TO MUSEUM AND ARCHIVAL COLLECTIONS, MOST RECENTLY IN DIGITAL FORM; AND NURTURED A GENERATION OF NEW LEADERS IN THE VISUAL ARTS. TO DATE, THE FOUNDATION HAS DEVELOPED, ASSESSED, AWARDED, AND MONITORED OVER 8,000 GRANTS IN MORE THAN 180 COUNTRIES. IN FY21 THE FOUNDATION AWARDED 171 "CORE" GRANTS, WHICH INCLUDES 14 GRANTS FOR GRADUATE INTERNSHIPS AND 23 GRANTS FOR GETTY MARROW UNDERGRADUATE INTERNSHIPS. IN ADDITION, THE FOUNDATION PROCESSED AND AWARDED 211 MATCHING GIFT GRANTS AND 39 GRANTS ON BEHALF OF GETTY'S OPERATING PROGRAMS (THE GETTY RESEARCH INSTITUTE, THE J. PAUL GETTY MUSEUM, AND THE GETTY CONSERVATION INSTITUTE) FOR SCHOLARS TO COMPLETE RESEARCH AT GETTY AND SPECIAL PROJECTS. LA ARTS RECOVERY FUND INITIATES POST-PANDEMIC REBUILDING INITIATED BY GETTY IN RESPONSE TO THE COVID-19 PANDEMIC AND ADMINISTERED BY THE CALIFORNIA COMMUNITY FOUNDATION, THE LA ARTS RECOVERY FUND IS THE LARGEST-EVER POOLED PRIVATE INVESTMENT FOR ARTS NONPROFITS IN LOS ANGELES. IN MAY 2021, THE FUND ANNOUNCED OVER $36 MILLION FOR 90 SMALL AND MIDSIZED CULTURAL ORGANIZATIONS ACROSS THE ENTIRE ARTS SECTOR. FUNDING IS DIRECTED TOWARDS SUSTAINING DIVERSE AND LONGSTANDING CULTURAL ORGANIZATIONS, RESTORING COMMUNITY HEALTH AND WELLBEING, AND REAFFIRMING THE CENTRALITY OF THE ARTS IN LOS ANGELES.HTTPS://BLOGS.GETTY.EDU/IRIS/90-NONPROFIT-ORGANIZATIONS-RECEIVE-36-1-MILLION-FOR-POST-PANDEMIC-REBUILDING/NEW REPORT LOOKS AT IMPACT OF GETTY MARROW INTERNSHIPSTHE FOUNDATION RELEASED ITS FIRST-EVER REPORT ASSESSING THE IMPACT OF NEARLY 30 YEARS OF THE GETTY MARROW UNDERGRADUATE INTERNSHIP PROGRAM ON DIVERSIFYING THE STAFF OF MUSEUMS AND VISUAL ARTS ORGANIZATIONS. DRAWING ON SURVEY DATA AND ALUMNI INTERVIEWS, THE REPORT REVEALED HOW GETTY MARROW INTERNSHIPS INFLUENCE PARTICIPANTS FROM UNDERREPRESENTED BACKGROUNDS TO PURSUE ARTS CAREERS AND MAINTAIN LONG-STANDING RELATIONSHIPS WITH MUSEUMS AND CULTURAL INSTITUTIONS.HTTPS://WWW.GETTY.EDU/INTERNS-2020/REPORT/PACIFIC STANDARD TIME 2024 KICKS OFF WITH RESEARCH GRANTS THE FOUNDATION AWARDED A COMBINED $5.38 MILLION IN RESEARCH GRANTS TO 45 INSTITUTIONS ACROSS SOUTHERN CALIFORNIA FOR THE NEXT PACIFIC STANDARD TIME, WHICH IS FOCUSED ON THE INTERSECTION OF ART AND SCIENCE. COMING IN 2024, THE REGION-WIDE COLLABORATION RETURNS WITH EXHIBITIONS AND PROGRAMS THAT WILL ENGAGE WITH PRESSING CHALLENGES OF THE 21ST-CENTURY-FROM CLIMATE CHANGE TO ENVIRONMENTAL RACISM AND FROM HEALTH CRISES TO ARTIFICIAL INTELLIGENCE. HTTPS://WWW.GETTY.EDU/ABOUT/WHATWEDO/GETTY_MAGAZINE/GETTYMAG_SPRING2021.PDF GETTY WELCOMES INAUGURAL POST-BACCALAUREATE CONSERVATION INTERNSTHREE COLLEGE GRADUATES INTERESTED IN CONSERVATION CAREERS BECAME THE FIRST CLASS OF GETTY POST-BACCALAUREATE CONSERVATION INTERNS. THE NEW PROGRAM ADDRESSES THE LACK OF DIVERSITY IN ART CONSERVATION BY OFFERING FINANCIAL SUPPORT AND HANDS-ON CONSERVATION EXPERIENCE TO STUDENTS FROM UNDERREPRESENTED BACKGROUNDS PREPARING TO APPLY TO CONSERVATION GRADUATE PROGRAMS. HTTPS://BLOGS.GETTY.EDU/IRIS/MEET-THE-INAUGURAL-CLASS-OF-ART-CONSERVATION-INTERNS/FINAL YEAR OF INTERNATIONAL KEEPING IT MODERN GRANT COMPETITIONTRIANGLE-STUDDED FAIRGROUNDS IN SENEGAL, SHIMMERING WATER TOWERS IN THE PERSIAN GULF, AND A BRITISH ZOO WITH SOVIET-MODERN FLAIR: THESE WERE AMONG 13 SIGNIFICANT 20TH-CENTURY SITES TO RECEIVE KEEPING IT MODERN GRANTS ANNOUNCED IN FY21. THIS WAS THE ARCHITECTURAL CONSERVATION INITIATIVE'S SIXTH AND FINAL YEAR OF OPEN COMPETITION AT AN INTERNATIONAL SCALE, AND IT ALLOWED FOR FIRST-TIME PROJECTS IN CHILE, KUWAIT, NIGERIA, PORTUGAL, AND SENEGAL.HTTPS://WWW.GETTY.EDU/ABOUT/WHATWEDO/GETTY_MAGAZINE/GETTYMAG_FALL2020.PDF | |
| 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/FOUNDATIONGETTY 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 GETTY'S 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. SELECT SCHOLARS WHO ARE UNIQUELY QUALIFIED TO ADD THEIR KNOWLEDGE AND EXPERTISE TO THE ANNUAL THEME OR SPECIALIZED TOPIC MAY BE INVITED TO ENHANCE A COHORT. 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.HTMLGRADUATE 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-AND IN THE TRUST'S PUBLICATIONS AND DIGITAL DEPARTMENTS, 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 TWELVE-MONTH PERIODS. THE DEADLINE FOR GRADUATE INTERNSHIP APPLICATIONS IS TYPICALLY NOVEMBER 1 OF EACH YEAR. IN 2020 THE DEADLINE WAS EXTENDED TO JANUARY 2021; IN 2021 THE DEADLINE IS EXTENDED TO JANUARY 2022. 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.HTMLGETTY MARROW 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. MARROW UNDERGRADUATE INTERNSHIPS AT THE GETTY ARE SPECIFICALLY INTENDED FOR OUTSTANDING STUDENTS INCLUDING BUT NOT LIMITED TO 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 GETTY MARROW UNDERGRADUATE 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.HTMLGETTY MARROW UNDERGRADUATE INTERNSHIPS AT L.A. ARTS ORGANIZATIONSGRANTS 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 INCLUDING BUT NOT LIMITED TO MEMBERS OF ETHNIC 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 GETTY MARROW UNDERGRADUATE INTERNSHIPS AT L.A. ORGANIZATIONS APPLICATIONS IS TYPICALLY FEBRUARY 1 OF EACH YEAR. IN 2021, THE DEADLINE HAS BEEN MOVED TO NOVEMBER 15. 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.HTMLJ. PAUL GETTY MUSEUM GUEST SCHOLARS THE GETTY MUSEUM OFFERS THREE-MONTH RESIDENTIAL APPOINTMENTS TO INVITED GUEST SCHOLARS WORKING ON PROJECTS RELATED TO THE MUSEUM'S COLLECTIONS OR THOSE OF NEIGHBORING INSTITUTIONS. THESE APPOINTMENTS ARE SELECTED BY INVITATION ONLY. THE DEADLINE FOR INVITED APPLICATIONS IS MID-NOVEMBER OF EACH YEAR. ADDITIONAL INFORMATION IS AVAILABLE BY CONTACTING THE OFFICE OF THE J. PAUL GETTY MUSEUM'S 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.HTMLOTHER 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 FOUNDATION'S WEBSITE: HTTP://WWW.GETTY.EDU/FOUNDATION *DUE TO THE COVID-19 PANDEMIC AND CLOSURE OF THE GETTY SITES AND FACILITIES BEGINNING IN MID-MARCH 2020 AND ONGOING, RESIDENTIAL SCHOLAR, FELLOW, AND INTERN PROGRAMS WERE POSTPONED OR CONVERTED TO REMOTE TERMS WITH COMPARABLE EXPECTATIONS AND REQUIREMENTS. | |
| GRANT APPLICATION SUBMISSION INFORMATION PART XV, LINES 2A THROUGH 2D | 990PF, PART XV SUBMISSION DEADLINESRESIDENTIAL RESEARCH GRANTS: OCTOBER 1ST; OCTOBER 15TH; NOVEMBER 1ST OF EACH YEARGRADUATE INTERNSHIPS: JANUARY 10, 2021*POSTBACCALAUREATE CONSERVATION INTERNS: FEBRUARY 22, 2021*GETTY MARROW UNDERGRADUATE INTERNSHIPS AT THE GETTY: FEBRUARY 1ST OF EACH YEARGETTY MARROW UNDERGRADUATE INTERNSHIPS AT LOS ANGELES AREA INSTITUTIONS: FEBRUARY 1ST OF EACH YEAR*DEADLINES DELAYED OR ALTERED IN 2021 DUE TO COVID-19; THE DATES WILL RETURN TO A REGULAR CYCLE IN 2022 |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 10 RENEW POWER | 1,197,578 | 1,197,578 |
| AEGION CORPORATION | 798,479 | 798,479 |
| AIRBNB INC | 612,625 | 612,625 |
| AKAMAI TECHNOLOGIES INC | 515,297 | 515,297 |
| ALLEGHENY TECHNOLOGIES | 116,483 | 116,483 |
| ALTERYX INC | 470,650 | 470,650 |
| ALTICE FRANCE SA | 1,434,997 | 1,434,997 |
| AMERICAN AIRLINES GROUP | 627,000 | 627,000 |
| ANTERO MIDSTREAM | 1,467,778 | 1,467,778 |
| ATLANTICA SUSTAIN INFRA | 448,272 | 448,272 |
| ATLAS CC ACQUISITION CORP | 1,225,126 | 1,225,126 |
| BEYOND MEAT INC | 382,268 | 382,268 |
| BLACKLINE INC | 480,000 | 480,000 |
| CABLE ONE INC | 401,402 | 401,402 |
| CABLEVISION LIGHTPATH LLC | 293,693 | 293,693 |
| CERIDIAN HCM HOLDING INC | 474,706 | 474,706 |
| CHEESECAKE FACTORY | 49,219 | 49,219 |
| CHENIERE ENERGY INC | 261,927 | 261,927 |
| CINEMARK HOLDINGS INC | 1,105,469 | 1,105,469 |
| CLEARWAY ENERGY | 1,028,830 | 1,028,830 |
| COINBASE GLOBAL INC | 303,900 | 303,900 |
| COPA HOLDINGS SA | 571,900 | 571,900 |
| COUPA SOFTWARE INC | 461,452 | 461,452 |
| CQP HOLDCO LP | 1,661,721 | 1,661,721 |
| CRACKER BARREL | 150,563 | 150,563 |
| CSG GUERNSEY VII LTD | 761,857 | 761,857 |
| CSG SYSTEMS | 154,590 | 154,590 |
| DISH NETWORK CORP | 407,575 | 407,575 |
| DROPBOX INC | 725,925 | 725,925 |
| DT MIDSTREAM INC | 284,058 | 284,058 |
| DYCOM INDUSTRIES INC | 199,715 | 199,715 |
| ENCORE CAP EUR | 219,345 | 219,345 |
| ENCORE CAPITAL GROUP INC | 270,338 | 270,338 |
| ENFRAGEN ENERGIA SUR SA | 669,635 | 669,635 |
| ENPHASE ENERGY INC | 681,108 | 681,108 |
| EQM MIDSTREAM PARTNERS | 1,668,130 | 1,668,130 |
| EVENTBRITE INC | 145,125 | 145,125 |
| EVERBRIDGE INC | 76,594 | 76,594 |
| EXACT SCIENCES CORP | 750,438 | 750,438 |
| EZCORP INC | 166,469 | 166,469 |
| FASTLY INC | 652,050 | 652,050 |
| FIREEYE INC | 28,235 | 28,235 |
| FIVE9 INC | 554,299 | 554,299 |
| FORD MOTOR COMPANY | 580,456 | 580,456 |
| FORTIVE CORPORATION | 451,125 | 451,125 |
| FTI CONSULTING INC | 249,725 | 249,725 |
| FUBOTV INC | 319,111 | 319,111 |
| GEO CORRECTIONS HLDGS | 754,656 | 754,656 |
| GFL ENVIRONMENTAL INC | 170,281 | 170,281 |
| GRANITE CONSTRUCTION INC | 360,995 | 360,995 |
| GROUPON INC | 163,517 | 163,517 |
| GUESS INC | 248,250 | 248,250 |
| HAEMONETICS CORP | 83,875 | 83,875 |
| HALOZYME THERAPEUTICS | 394,455 | 394,455 |
| HAMMERHEAD RESOURCES | 777,305 | 777,305 |
| HCI GROUP INC | 121,044 | 121,044 |
| HERBALIFE LTD | 353,642 | 353,642 |
| INDIA GREEN POWER | 455,135 | 455,135 |
| INFINERA CORP | 305,735 | 305,735 |
| INNOVIVA INC | 491,342 | 491,342 |
| INSIGHT ENTERPRS | 342,824 | 342,824 |
| INTERDIGITAL INC | 442,752 | 442,752 |
| IONIS PHARMACEUTICALS | 307,076 | 307,076 |
| IRONWOOD PHARMACEUTICALS | 446,044 | 446,044 |
| J2 GLOBAL | 159,300 | 159,300 |
| JAZZ INVESTMENTS | 192,092 | 192,092 |
| JPMORGAN CHASE FINANCIAL | 216,500 | 216,500 |
| JSW HYDRO ENERGY LTD | 807,361 | 807,361 |
| KBR INC | 627,200 | 627,200 |
| KNOWLES CORP | 377,341 | 377,341 |
| LENDINGTREE INC | 293,735 | 293,735 |
| LUMEN TECHNOLOGIES INC | 155,202 | 155,202 |
| LUMENTUM HOLDINGS INC | 713,444 | 713,444 |
| LYFT INC | 426,750 | 426,750 |
| MAGNITE INC | 44,595 | 44,595 |
| MARRIOTT VACATION WORLDW | 357,564 | 357,564 |
| MGIC INVESTMENT CORP | 557,813 | 557,813 |
| MHI HOLDINGS LLC | 887,812 | 887,812 |
| MICROSTRATEGY INC | 298,400 | 298,400 |
| MIDDLEBY CORP | 431,850 | 431,850 |
| MODEL N INC | 126,299 | 126,299 |
| MP MATERIALS CORP | 483,179 | 483,179 |
| NESCO HOLDINGS II INC | 340,263 | 340,263 |
| NEW FORTRESS ENERGY INC | 6,067,667 | 6,067,667 |
| NEW RELIC INC | 493,450 | 493,450 |
| NEXTERA ENERGY PARTNERS | 416,488 | 416,488 |
| NRG ENERGY INC | 406,700 | 406,700 |
| NUTANIX INC | 184,844 | 184,844 |
| OAK STREET HEALTH INC | 357,627 | 357,627 |
| OKTA INC | 1,291,663 | 1,291,663 |
| OSI SYSTEMS INC | 530,650 | 530,650 |
| OSMOSE UTILITIES SERVICES INC | 1,431,984 | 1,431,984 |
| PAGERDUTY INC | 162,656 | 162,656 |
| PAR TECHNOLOGY CORP | 723,596 | 723,596 |
| PARSONS CORP | 264,625 | 264,625 |
| PEBBLEBROOK HOTEL TRUST | 538,650 | 538,650 |
| PELOTON INTERACTIVE INC | 435,096 | 435,096 |
| PENNYMAC CORP | 181,673 | 181,673 |
| PERFICIENT INC | 122,768 | 122,768 |
| PIKE CORPORATION | 813,215 | 813,215 |
| PRA GROUP INC | 268,438 | 268,438 |
| PRAIRIE ECI ACQUIROR LP | 6,429,119 | 6,429,119 |
| PROGENITY INC | 24,563 | 24,563 |
| PURE STORAGE INC | 549,281 | 549,281 |
| RAMBUS INC | 197,445 | 197,445 |
| RAPID7 INC | 650,711 | 650,711 |
| REDFIN CORP | 720,925 | 720,925 |
| RENEWABLE ENERGY GROUP | 46,145 | 46,145 |
| RINGCENTRAL INC | 583,797 | 583,797 |
| ROCKIES EXPRESS PIPELINE | 1,792,463 | 1,792,463 |
| RWT HOLDINGS INC | 126,100 | 126,100 |
| SHAKE SHACK INC | 213,077 | 213,077 |
| SHIFT TECHNOLOGIES INC | 91,410 | 91,410 |
| SLH | 17,681 | 17,681 |
| SMILEDIRECTCLUB INC | 143,280 | 143,280 |
| SPIRIT AIRLINES INC | 142,965 | 142,965 |
| SPLUNK INC | 91,500 | 91,500 |
| SPOTIFY USA INC | 561,600 | 561,600 |
| STRIDE INC | 92,620 | 92,620 |
| SUMMIT HOTEL PROPERTIES | 103,050 | 103,050 |
| SUNRUN INC | 2,421,140 | 2,421,140 |
| SUPERNUS PHARMACEUTICALS | 393,252 | 393,252 |
| SWITCH LTD | 84,153 | 84,153 |
| TALLGRASS NRG PRTNR | 3,657,736 | 3,657,736 |
| TANDEM DIABETES CARE INC | 454,520 | 454,520 |
| TARGA RESOURCES PARTNERS | 4,565,148 | 4,565,148 |
| TERMOCANDELARIA POWER | 215,742 | 215,742 |
| TRAVERSE MIDSTREAM PARTNERS | 5,321,626 | 5,321,626 |
| TRIPADVISOR INC | 70,313 | 70,313 |
| TURNING POINT BRANDS INC | 309,375 | 309,375 |
| TWITTER INC | 1,347,155 | 1,347,155 |
| TWO HARBORS INV CORP | 188,235 | 188,235 |
| UPC BROADBAND FINCO BV | 1,485,408 | 1,485,408 |
| USIC HOLDINGS, INC | 214,317 | 214,317 |
| VERINT SYSTEMS INC | 245,137 | 245,137 |
| VISHAY INTERTECHNOLOGY | 420,507 | 420,507 |
| VOCERA COMMUNICATIONS | 118,125 | 118,125 |
| WISDOMTREE INVESTMENTS | 108,405 | 108,405 |
| WORKIVA INC | 418,585 | 418,585 |
| ZENDESK INC | 946,595 | 946,595 |
| ZSCALER INC | 476,100 | 476,100 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 10X GENOMICS INC | 1,137,910 | 1,137,910 |
| AES CORP | 5,378,500 | 5,378,500 |
| ALGONQUIN POWER | 5,855,670 | 5,855,670 |
| ALLIANZ SE | 10,063,084 | 10,063,084 |
| AMADEUS IT GROUP | 3,618,682 | 3,618,682 |
| AMERICAN ELECTRIC POWER | 770,342 | 770,342 |
| AMG CAPITAL TRUST II | 256,457 | 256,457 |
| AMP LTD | 799,733 | 799,733 |
| AMR CORPORATION | 381 | 381 |
| ANTERO MIDSTREAM CORP | 477,940 | 477,940 |
| ARCUTIS BIOTHERAPEUTICS INC | 1,333,362 | 1,333,362 |
| ATLANTICA SUSTAINABLE INFRAS | 1,451,208 | 1,451,208 |
| AVANGRID INC | 1,018,314 | 1,018,314 |
| BANK OF AMERICA CORP | 2,265,600 | 2,265,600 |
| BAYER AG | 12,226,157 | 12,226,157 |
| BECTON DICKINSON AND CO | 323,443 | 323,443 |
| BNP PARIBAS | 9,605,420 | 9,605,420 |
| BUNGE LTD | 718,301 | 718,301 |
| CACTUS INC | 1,311,565 | 1,311,565 |
| CENTERPOINT ENERGY INC | 1,201,292 | 1,201,292 |
| CHENIERE ENERGY INC | 1,681,455 | 1,681,455 |
| CHINA RENAISSANCE HOLDINGS | 153,924 | 153,924 |
| CIE FINANCIERE RICHEMO | 1,054,281 | 1,054,281 |
| CLOUDFLARE INC | 1,058,823 | 1,058,823 |
| CNH INDUSTRIAL NV | 6,536,472 | 6,536,472 |
| COINBASE GLOBAL INC | 1,329,318 | 1,329,318 |
| CORTEXYME INC | 64,130 | 64,130 |
| COWEN INC | 675,000 | 675,000 |
| CREDIT SUISSE GROUP AG | 11,027,155 | 11,027,155 |
| DAIMLER AG | 9,331,674 | 9,331,674 |
| DANAHER CORP | 271,580 | 271,580 |
| DENBURY INC | 2,168,958 | 2,168,958 |
| DEVON ENERGY CORP | 1,938,566 | 1,938,566 |
| DIAMONDBACK ENERGY INC | 1,598,853 | 1,598,853 |
| DOMINION ENERGY INC | 934,339 | 934,339 |
| DTE ENERGY COMPANY | 554,947 | 554,947 |
| DUKE ENERGY CORP | 1,023,332 | 1,023,332 |
| ENBRIDGE INC | 932,251 | 932,251 |
| ENERGY TRANSFER LP | 57,200 | 57,200 |
| ENLINK MIDSTREAM LLC | 2,639,070 | 2,639,070 |
| EPR PROPERTIES | 184,909 | 184,909 |
| EPSILON ENERGY LTD | 2,256,620 | 2,256,620 |
| EQUITRANS MIDSTREAM CORP | 482,500 | 482,500 |
| EVERGY INC | 1,060,607 | 1,060,607 |
| EVERSOURCE ENERGY | 893,071 | 893,071 |
| EVOLUTION PETROLEUM CORP | 32,111 | 32,111 |
| FLUOR CORP | 636,540 | 636,540 |
| FORTIVE CORPORATION | 1,720,268 | 1,720,268 |
| FRESENIUS MEDICAL CARE | 8,065,172 | 8,065,172 |
| GIBSON ENERGY INC | 637,623 | 637,623 |
| GLENCORE PLC | 8,253,117 | 8,253,117 |
| HENNES + MAURITZ AB B SHS | 4,341,090 | 4,341,090 |
| HOLCIM LTD | 4,125,259 | 4,125,259 |
| INTL FLAVOR + FRAGRANCES | 246,724 | 246,724 |
| JPMORGAN | 48,484 | 48,484 |
| JW CAYMAN THERAPEUTICS CO | 50,428 | 50,428 |
| KEYERA CORP | 841,049 | 841,049 |
| KINDER MORGAN INC | 3,390,816 | 3,390,816 |
| KKR + CO INC | 199,461 | 199,461 |
| LLOYDS BANKING GROUP | 11,177,576 | 11,177,576 |
| LYFT INC | 401,103 | 401,103 |
| MARIMACA COPPER CORP | 5,137,734 | 5,137,734 |
| MEITUAN | 779,149 | 779,149 |
| MGIC INVESTMENT CORP | 2,400 | 2,400 |
| NASPERS LTD | 9,061,500 | 9,061,500 |
| NAVER CORP | 4,584,103 | 4,584,103 |
| NCR CORP | 497,756 | 497,756 |
| NEXTERA ENERGY INC | 5,345,300 | 5,345,300 |
| NORTH WEST UPGRADING INC | 326,609 | 326,609 |
| NOVARTIS AG | 3,183,608 | 3,183,608 |
| NUSTAR ENERGY LP | 1,499,193 | 1,499,193 |
| NY COMMUNITY CAP TRUST | 120,807 | 120,807 |
| OCCIDENTAL PETROLEUM CORP | 1,122,937 | 1,122,937 |
| ONEOK INC | 1,488,092 | 1,488,092 |
| ORICA LTD | 7,312,150 | 7,312,150 |
| PEMBINA PIPELINE CORP | 1,089,298 | 1,089,298 |
| PIMCO LOW DURATION FUND | 161,424,677 | 161,424,677 |
| PINDUODUO INC | 2,036,766 | 2,036,766 |
| PLAINS GP HOLDINGS LP | 2,698,440 | 2,698,440 |
| PUBLICIS GROUPE | 2,753,480 | 2,753,480 |
| REPUBLIC FIRST BANCORP | 312,318 | 312,318 |
| RYANAIR HOLDINGS PLC | 3,146,157 | 3,146,157 |
| S+P 500 (R) INDX | 2,690,785 | 2,690,785 |
| SAP SE | 5,848,696 | 5,848,696 |
| SKILLZ INC | 255,623 | 255,623 |
| SM ENERGY CO | 915,325 | 915,325 |
| SMARTSHEET INC | 840,431 | 840,431 |
| SNOWFLAKE INC | 465,223 | 465,223 |
| STANLEY BLACK + DECKER INC | 338,848 | 338,848 |
| TARGA RESOURCES CORP | 5,913,317 | 5,913,317 |
| TC ENERGY CORP | 1,012,040 | 1,012,040 |
| TOYOTA MOTOR CORP | 4,549,239 | 4,549,239 |
| UGI CORP | 470,602 | 470,602 |
| UIPATH INC | 386,250 | 386,250 |
| WELLS FARGO + COMPANY | 1,526,210 | 1,526,210 |
| WILLIAMS COS INC | 3,562,532 | 3,562,532 |
| XCEL ENERGY INC | 1,027,515 | 1,027,515 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| A1 | FMV | 531,034 | 531,034 |
| A2 | FMV | 320,418 | 320,418 |
| A3 | FMV | 2,615,130 | 2,615,130 |
| A4 | FMV | 4,239,813 | 4,239,813 |
| A5 | FMV | 5,067,647 | 5,067,647 |
| A6 | FMV | 20,121 | 20,121 |
| A7 | FMV | 3,856 | 3,856 |
| A8 | FMV | 10,511,227 | 10,511,227 |
| A9 | FMV | 6,489,329 | 6,489,329 |
| A10 | FMV | 8,576,303 | 8,576,303 |
| A11 | FMV | 7,366,995 | 7,366,995 |
| A12 | FMV | 14,496,131 | 14,496,131 |
| A13 | FMV | 136,832 | 136,832 |
| A14 | FMV | 7,566,855 | 7,566,855 |
| A15 | FMV | 4,102,775 | 4,102,775 |
| A16 | FMV | 637,490 | 637,490 |
| A17 | FMV | 344,098 | 344,098 |
| A18 | FMV | 1,154,468 | 1,154,468 |
| A19 | FMV | 26,348,263 | 26,348,263 |
| A20 | FMV | 15,369,160 | 15,369,160 |
| A21 | FMV | 12,219,593 | 12,219,593 |
| A22 | FMV | 41,465,838 | 41,465,838 |
| A23 | FMV | 1,848,436 | 1,848,436 |
| A24 | FMV | 8,681,761 | 8,681,761 |
| A25 | FMV | 4,222,837 | 4,222,837 |
| A26 | FMV | 904,532 | 904,532 |
| A27 | FMV | 500,044 | 500,044 |
| A28 | FMV | 117,461 | 117,461 |
| A29 | FMV | 4,752 | 4,752 |
| A30 | FMV | 3,583,414 | 3,583,414 |
| A31 | FMV | 7,564 | 7,564 |
| A32 | FMV | 1,702,064 | 1,702,064 |
| A33 | FMV | 14,293,402 | 14,293,402 |
| A34 | FMV | 803,111 | 803,111 |
| A35 | FMV | 10,335,564 | 10,335,564 |
| A36 | FMV | 8,242,129 | 8,242,129 |
| A37 | FMV | 118,505 | 118,505 |
| A38 | FMV | 2,045,327 | 2,045,327 |
| A39 | FMV | 2,015,428 | 2,015,428 |
| A40 | FMV | 5,268,813 | 5,268,813 |
| A41 | FMV | 15,148,073 | 15,148,073 |
| A42 | FMV | 10,022,392 | 10,022,392 |
| A43 | FMV | 13,886,685 | 13,886,685 |
| A44 | FMV | 2,958,444 | 2,958,444 |
| A45 | FMV | 359,178 | 359,178 |
| A46 | FMV | 137,039 | 137,039 |
| A47 | FMV | 20,576,751 | 20,576,751 |
| A48 | FMV | 6,637,140 | 6,637,140 |
| A49 | FMV | 1,161,892 | 1,161,892 |
| A50 | FMV | 3,207,900 | 3,207,900 |
| A51 | FMV | 1,291,613 | 1,291,613 |
| A52 | FMV | 597,165 | 597,165 |
| A53 | FMV | 2,165,515 | 2,165,515 |
| A54 | FMV | 5,478,189 | 5,478,189 |
| A55 | FMV | 680,331 | 680,331 |
| A56 | FMV | 1,622,201 | 1,622,201 |
| A57 | FMV | 23,747,730 | 23,747,730 |
| A58 | FMV | 103,856 | 103,856 |
| A59 | FMV | 1,000,833 | 1,000,833 |
| A60 | FMV | 16,222,043 | 16,222,043 |
| A61 | FMV | 23,918,426 | 23,918,426 |
| A62 | FMV | 4,235,446 | 4,235,446 |
| A63 | FMV | 15,300,285 | 15,300,285 |
| A64 | FMV | 17,174,740 | 17,174,740 |
| A65 | FMV | 8,843,972 | 8,843,972 |
| A66 | FMV | 5,257,797 | 5,257,797 |
| A67 | FMV | 640,098 | 640,098 |
| A68 | FMV | 297,880 | 297,880 |
| A69 | FMV | 7,470,960 | 7,470,960 |
| A70 | FMV | 17,918,924 | 17,918,924 |
| A71 | FMV | 734,189 | 734,189 |
| A72 | FMV | 1,666,452 | 1,666,452 |
| A73 | FMV | 858,433 | 858,433 |
| A74 | FMV | 8,407,720 | 8,407,720 |
| A75 | FMV | 1,147,270 | 1,147,270 |
| A76 | FMV | 2,395,330 | 2,395,330 |
| A77 | FMV | 386,303 | 386,303 |
| A78 | FMV | 6,218,453 | 6,218,453 |
| A79 | FMV | 12,977,602 | 12,977,602 |
| A80 | FMV | 2,476 | 2,476 |
| A81 | FMV | 4,242,379 | 4,242,379 |
| A82 | FMV | 996,869 | 996,869 |
| A83 | FMV | 8,879,380 | 8,879,380 |
| A84 | FMV | 739,281 | 739,281 |
| A85 | FMV | 13,888,139 | 13,888,139 |
| A86 | FMV | 5,642,190 | 5,642,190 |
| A87 | FMV | 11,898,137 | 11,898,137 |
| A88 | FMV | 20,568,164 | 20,568,164 |
| A89 | FMV | 3,043,044 | 3,043,044 |
| A90 | FMV | 58,895 | 58,895 |
| A91 | FMV | 2,273,854 | 2,273,854 |
| A92 | FMV | 9,495,167 | 9,495,167 |
| A93 | FMV | 14,828,497 | 14,828,497 |
| A94 | FMV | 39,169 | 39,169 |
| A95 | FMV | 5,725,870 | 5,725,870 |
| A96 | FMV | 165,996 | 165,996 |
| A97 | FMV | 39,378,449 | 39,378,449 |
| A98 | FMV | 1,293,257 | 1,293,257 |
| A99 | FMV | 659,758 | 659,758 |
| A100 | FMV | 25,400,676 | 25,400,676 |
| A101 | FMV | 3,410,071 | 3,410,071 |
| A102 | FMV | 11,428,448 | 11,428,448 |
| A103 | FMV | 233,113 | 233,113 |
| A104 | FMV | 59,896 | 59,896 |
| A105 | FMV | 36,978 | 36,978 |
| A106 | FMV | 71,936 | 71,936 |
| A107 | FMV | 15,079,946 | 15,079,946 |
| A108 | FMV | 4,008,428 | 4,008,428 |
| A109 | FMV | 139,904 | 139,904 |
| A110 | FMV | 1,401,649 | 1,401,649 |
| A111 | FMV | 1,835,534 | 1,835,534 |
| A112 | FMV | 6,980,875 | 6,980,875 |
| A113 | FMV | 7,137,278 | 7,137,278 |
| A114 | FMV | 11,396,445 | 11,396,445 |
| A115 | FMV | 3,007,422 | 3,007,422 |
| A116 | FMV | 27,718,991 | 27,718,991 |
| A117 | FMV | 2,872,150 | 2,872,150 |
| A118 | FMV | 9,263,410 | 9,263,410 |
| A119 | FMV | 4,501,460 | 4,501,460 |
| A120 | FMV | 8,642,935 | 8,642,935 |
| A121 | FMV | 7,189,746 | 7,189,746 |
| A122 | FMV | 128,655 | 128,655 |
| B1 | FMV | 683,993,364 | 683,993,364 |
| B2 | FMV | 41,185,475 | 41,185,475 |
| B3 | FMV | 50,161,687 | 50,161,687 |
| B4 | FMV | 115,197,630 | 115,197,630 |
| B5 | FMV | 276,739,000 | 276,739,000 |
| B6 | FMV | 86,905,518 | 86,905,518 |
| B7 | FMV | 72,780,639 | 72,780,639 |
| B8 | FMV | 43,529,845 | 43,529,845 |
| B9 | FMV | 111,537,742 | 111,537,742 |
| B10 | FMV | 91,662 | 91,662 |
| B11 | FMV | 32,847,601 | 32,847,601 |
| B12 | FMV | 20,259,236 | 20,259,236 |
| B13 | FMV | 12,807,911 | 12,807,911 |
| B14 | FMV | 72,556,342 | 72,556,342 |
| B15 | FMV | 156,074,034 | 156,074,034 |
| B16 | FMV | 347,842,409 | 347,842,409 |
| B17 | FMV | 126,535,724 | 126,535,724 |
| B18 | FMV | 236,659,049 | 236,659,049 |
| B19 | FMV | 48,044,117 | 48,044,117 |
| B20 | FMV | 6,367,637 | 6,367,637 |
| B21 | FMV | 10,525,306 | 10,525,306 |
| B22 | FMV | 63,863,670 | 63,863,670 |
| B23 | FMV | 109,596,236 | 109,596,236 |
| B24 | FMV | 4,806,428 | 4,806,428 |
| B25 | FMV | 28,989,851 | 28,989,851 |
| B26 | FMV | 32,980 | 32,980 |
| B27 | FMV | 64,515,555 | 64,515,555 |
| B28 | FMV | 61,543,888 | 61,543,888 |
| B29 | FMV | 20,222,125 | 20,222,125 |
| C1 | FMV | 20,307,291 | 20,307,291 |
| C2 | FMV | 369,667 | 369,667 |
| C3 | FMV | 6,350 | 6,350 |
| C4 | FMV | 5,232,977 | 5,232,977 |
| C5 | FMV | 17,585,758 | 17,585,758 |
| C6 | FMV | 18,982,746 | 18,982,746 |
| C7 | FMV | 7,473,213 | 7,473,213 |
| C8 | FMV | 20,259 | 20,259 |
| C9 | FMV | 14,504,513 | 14,504,513 |
| C10 | FMV | 7,360,544 | 7,360,544 |
| C11 | FMV | 2,457,861 | 2,457,861 |
| C12 | FMV | 1,164,686 | 1,164,686 |
| C13 | FMV | 5,220,771 | 5,220,771 |
| C14 | FMV | 15,821,552 | 15,821,552 |
| C15 | FMV | 94,947,075 | 94,947,075 |
| C16 | FMV | 275,209 | 275,209 |
| C17 | FMV | 36,303 | 36,303 |
| C18 | FMV | 21,388,763 | 21,388,763 |
| C19 | FMV | 21,613,206 | 21,613,206 |
| C20 | FMV | 159,277 | 159,277 |
| C21 | FMV | 15,674,877 | 15,674,877 |
| C22 | FMV | 2,500,433 | 2,500,433 |
| C23 | FMV | 5,868,744 | 5,868,744 |
| C24 | FMV | 3,765,682 | 3,765,682 |
| C25 | FMV | 21,082,995 | 21,082,995 |
| C26 | FMV | 545,913 | 545,913 |
| C27 | FMV | 6,514,683 | 6,514,683 |
| C28 | FMV | 50,323,262 | 50,323,262 |
| C29 | FMV | 10,273,726 | 10,273,726 |
| C30 | FMV | 7,145,121 | 7,145,121 |
| C31 | FMV | 6,990,886 | 6,990,886 |
| C32 | FMV | 13,121,329 | 13,121,329 |
| C33 | FMV | 10,816 | 10,816 |
| C34 | FMV | 134,410 | 134,410 |
| C35 | FMV | 349,852 | 349,852 |
| C36 | FMV | 22,395 | 22,395 |
| C37 | FMV | 106,328 | 106,328 |
| C38 | FMV | 17,524 | 17,524 |
| C39 | FMV | 117,348 | 117,348 |
| C40 | FMV | 5,233,874 | 5,233,874 |
| C41 | FMV | 10,946,585 | 10,946,585 |
| C42 | FMV | 43,772,953 | 43,772,953 |
| C43 | FMV | 26,736,278 | 26,736,278 |
| C44 | FMV | 4,463,233 | 4,463,233 |
| C45 | FMV | 50,851,714 | 50,851,714 |
| C46 | FMV | 4,224,960 | 4,224,960 |
| C47 | FMV | 16,070,308 | 16,070,308 |
| C48 | FMV | 3,997,939 | 3,997,939 |
| C49 | FMV | 11,721,664 | 11,721,664 |
| C50 | FMV | 2,017,066 | 2,017,066 |
| C51 | FMV | 21,701,631 | 21,701,631 |
| C52 | FMV | 17,089,750 | 17,089,750 |
| C53 | FMV | 17,500,000 | 17,500,000 |
| C54 | FMV | 6,295,638 | 6,295,638 |
| C55 | FMV | 4,791,277 | 4,791,277 |
| C56 | FMV | 26,469,007 | 26,469,007 |
| C57 | FMV | 1,152,131 | 1,152,131 |
| C58 | FMV | 17,921,733 | 17,921,733 |
| C59 | FMV | 110,962 | 110,962 |
| C60 | FMV | 22,408,997 | 22,408,997 |
| C61 | FMV | 6,726,062 | 6,726,062 |
| C62 | FMV | 71,149,575 | 71,149,575 |
| C63 | FMV | 127,240 | 127,240 |
| C64 | FMV | 12,344 | 12,344 |
| C65 | FMV | 11,467 | 11,467 |
| C66 | FMV | 1,189,128 | 1,189,128 |
| C67 | FMV | 18,821,351 | 18,821,351 |
| C68 | FMV | 160,474 | 160,474 |
| C69 | FMV | 99,848,015 | 99,848,015 |
| D1 | FMV | 215,852 | 215,852 |
| D2 | FMV | 31,499,650 | 31,499,650 |
| D3 | FMV | 14,955,314 | 14,955,314 |
| D4 | FMV | 62,230,099 | 62,230,099 |
| D5 | FMV | 23,404 | 23,404 |
| D6 | FMV | 18,177,288 | 18,177,288 |
| D7 | FMV | 58,119,400 | 58,119,400 |
| D8 | FMV | 56,082,289 | 56,082,289 |
| D9 | FMV | 32,329,723 | 32,329,723 |
| D10 | FMV | 108,298 | 108,298 |
| D11 | FMV | 76,756 | 76,756 |
| D12 | FMV | 7,184,773 | 7,184,773 |
| D13 | FMV | 2,875,914 | 2,875,914 |
| D14 | FMV | 917,017 | 917,017 |
| D15 | FMV | 13,912,454 | 13,912,454 |
| D16 | FMV | 22,074,973 | 22,074,973 |
| D17 | FMV | 2,670,000 | 2,670,000 |
| D18 | FMV | 6,632,920 | 6,632,920 |
| D19 | FMV | 322,316 | 322,316 |
| D20 | FMV | 63,710,174 | 63,710,174 |
| D21 | FMV | 97,609,982 | 97,609,982 |
| D22 | FMV | 3,693,862 | 3,693,862 |
| D23 | FMV | 38,838,533 | 38,838,533 |
| D24 | FMV | 52,105,328 | 52,105,328 |
| D25 | FMV | 54,003,528 | 54,003,528 |
| D26 | FMV | 2,411,108 | 2,411,108 |
| D27 | FMV | 24,995,700 | 24,995,700 |
| D28 | FMV | 739,763 | 739,763 |
| D29 | FMV | 605,036 | 605,036 |
| D30 | FMV | 351,417 | 351,417 |
| D31 | FMV | 88,582 | 88,582 |
| D32 | FMV | 6,453,924 | 6,453,924 |
| D33 | FMV | 56,033,418 | 56,033,418 |
| D34 | FMV | 31,446,812 | 31,446,812 |
| D35 | FMV | 42,017,373 | 42,017,373 |
| E1 | FMV | 654,336 | 654,336 |
| E2 | FMV | 6,659,907 | 6,659,907 |
| E3 | FMV | 8,157,644 | 8,157,644 |
| E4 | FMV | 18,925,113 | 18,925,113 |
| E5 | FMV | 12,217,493 | 12,217,493 |
| E6 | FMV | 2,490,938 | 2,490,938 |
| E7 | FMV | 11,540,634 | 11,540,634 |
| E8 | FMV | 527,322 | 527,322 |
| E9 | FMV | 4,204,310 | 4,204,310 |
| E10 | FMV | 28,569,173 | 28,569,173 |
| E11 | FMV | 2,960,098 | 2,960,098 |
| E12 | FMV | 17,162,114 | 17,162,114 |
| E13 | FMV | 3,791,400 | 3,791,400 |
| E14 | FMV | 8,710,941 | 8,710,941 |
| E15 | FMV | 16,610,510 | 16,610,510 |
| E16 | FMV | 4,870,623 | 4,870,623 |
| E17 | FMV | 3,256,106 | 3,256,106 |
| E18 | FMV | 20,935 | 20,935 |
| E19 | FMV | 4,363,377 | 4,363,377 |
| E20 | FMV | 550,676 | 550,676 |
| E21 | FMV | 687,931 | 687,931 |
| E22 | FMV | 5,550,138 | 5,550,138 |
| E23 | FMV | 434,400 | 434,400 |
| E24 | FMV | 2,376,614 | 2,376,614 |
| E25 | FMV | 3,432,752 | 3,432,752 |
| E26 | FMV | 8,905,293 | 8,905,293 |
| E27 | FMV | 2,135,489 | 2,135,489 |
| E28 | FMV | 1,346 | 1,346 |
| E29 | FMV | 4,389,108 | 4,389,108 |
| E30 | FMV | 16,168,415 | 16,168,415 |
| E31 | FMV | 2,107,750 | 2,107,750 |
| E32 | FMV | 6,855,109 | 6,855,109 |
| E33 | FMV | 3,036,102 | 3,036,102 |
| E34 | FMV | 767,413 | 767,413 |
| E35 | FMV | 3,426,464 | 3,426,464 |
| E36 | FMV | 9,659,509 | 9,659,509 |
| E37 | FMV | 19,938,299 | 19,938,299 |
| E38 | FMV | 1,250,345 | 1,250,345 |
| E39 | FMV | 179,340 | 179,340 |
| E40 | FMV | 506,822 | 506,822 |
| E41 | FMV | 1,379,800 | 1,379,800 |
| E42 | FMV | 5,024,460 | 5,024,460 |
| E43 | FMV | 2,413,738 | 2,413,738 |
| E44 | FMV | 5,125,324 | 5,125,324 |
| E45 | FMV | 6,635,649 | 6,635,649 |
| E46 | FMV | 17,105,520 | 17,105,520 |
| E47 | FMV | 3,215,028 | 3,215,028 |
| E48 | FMV | 13,027,902 | 13,027,902 |
| E49 | FMV | 77,419,346 | 77,419,346 |
| E50 | FMV | 26,215,668 | 26,215,668 |
| E51 | FMV | 20,722,889 | 20,722,889 |
| E52 | FMV | 25,906,714 | 25,906,714 |
| E53 | FMV | 26,917,035 | 26,917,035 |
| E54 | FMV | 14,929 | 14,929 |
| E55 | FMV | 1,080,955 | 1,080,955 |
| E56 | FMV | 6,931,977 | 6,931,977 |
| E57 | FMV | 3,031,468 | 3,031,468 |
| E58 | FMV | 10,321,077 | 10,321,077 |
| E59 | FMV | 21,813,286 | 21,813,286 |
| E60 | FMV | 12,726,155 | 12,726,155 |
| E61 | FMV | 11,983,318 | 11,983,318 |
| E62 | FMV | 915,645 | 915,645 |
| E63 | FMV | 1,450,945 | 1,450,945 |
| E64 | FMV | 4,143,338 | 4,143,338 |
| E65 | FMV | 7,535,650 | 7,535,650 |
| E66 | FMV | 5,282,970 | 5,282,970 |
| E67 | FMV | 6,494,131 | 6,494,131 |
| E68 | FMV | 1,734,771 | 1,734,771 |
| E69 | FMV | 19,592,388 | 19,592,388 |
| E70 | FMV | 11,372,441 | 11,372,441 |
| E71 | FMV | 4,040,954 | 4,040,954 |
| E72 | FMV | 1,793,908 | 1,793,908 |
| E73 | FMV | 8,076,504 | 8,076,504 |
| E74 | FMV | 11,454,173 | 11,454,173 |
| E75 | FMV | 5,775,504 | 5,775,504 |
| E76 | FMV | 2,396,957 | 2,396,957 |
| E77 | FMV | 7,932,645 | 7,932,645 |
| E78 | FMV | 8,529,481 | 8,529,481 |
| E79 | FMV | 1,130,963 | 1,130,963 |
| E80 | FMV | 10,900,419 | 10,900,419 |
| E81 | FMV | 10,885,801 | 10,885,801 |
| E82 | FMV | 1,288,668 | 1,288,668 |
| E83 | FMV | 1,572,731 | 1,572,731 |
| E84 | FMV | 11,876,481 | 11,876,481 |
| E85 | FMV | 11,518,068 | 11,518,068 |
| E86 | FMV | 11,976,364 | 11,976,364 |
| E87 | FMV | 4,321,088 | 4,321,088 |
| E88 | FMV | 16,180,228 | 16,180,228 |
| E89 | FMV | 5,730 | 5,730 |
| E90 | FMV | 23,509,792 | 23,509,792 |
| E91 | FMV | 29,828,672 | 29,828,672 |
| E92 | FMV | 13,184,720 | 13,184,720 |
| E93 | FMV | 1,919,187 | 1,919,187 |
| E94 | FMV | 3,045,558 | 3,045,558 |
| E95 | FMV | 632,469 | 632,469 |
| E96 | FMV | 4,224,516 | 4,224,516 |
| E97 | FMV | 30,930,021 | 30,930,021 |
| E98 | FMV | 8,225,002 | 8,225,002 |
| E99 | FMV | 12,602,339 | 12,602,339 |
| E100 | FMV | 6,415,008 | 6,415,008 |
| E101 | FMV | 24,552,008 | 24,552,008 |
| E102 | FMV | 4,099,217 | 4,099,217 |
| E103 | FMV | 5,326,242 | 5,326,242 |
| E104 | FMV | 13,773,793 | 13,773,793 |
| E105 | FMV | 3,330,798 | 3,330,798 |
| E106 | FMV | 3,387,196 | 3,387,196 |
| E107 | FMV | 16,385,810 | 16,385,810 |
| E108 | FMV | 1,965,569 | 1,965,569 |
| E109 | FMV | 4,602,227 | 4,602,227 |
| E110 | FMV | 1,726,413 | 1,726,413 |
| E111 | FMV | 11,420,848 | 11,420,848 |
| E112 | FMV | 13,237,763 | 13,237,763 |
| E113 | FMV | 13,594,422 | 13,594,422 |
| E114 | FMV | 181,701 | 181,701 |
| E115 | FMV | 20 | 20 |
| E116 | FMV | 3,472,610 | 3,472,610 |
| E117 | FMV | 807,678 | 807,678 |
| E118 | FMV | 1,562,655 | 1,562,655 |
| E119 | FMV | 1,173,692 | 1,173,692 |
| E120 | FMV | 7,669,456 | 7,669,456 |
| E121 | FMV | 8,984,563 | 8,984,563 |
| E122 | FMV | 1,730,552 | 1,730,552 |
| E123 | FMV | 13,151,477 | 13,151,477 |
| E124 | FMV | 11,387,732 | 11,387,732 |
| E125 | FMV | 7,850,011 | 7,850,011 |
| E126 | FMV | 5,605,356 | 5,605,356 |
| E127 | FMV | 7,114,424 | 7,114,424 |
| E128 | FMV | 733,843 | 733,843 |
| E129 | FMV | 8,306,129 | 8,306,129 |
| E130 | FMV | 5,653,510 | 5,653,510 |
| E131 | FMV | 1,811,483 | 1,811,483 |
| E132 | FMV | 2,829,175 | 2,829,175 |
| E133 | FMV | 7,728,580 | 7,728,580 |
| E134 | FMV | 6,260,285 | 6,260,285 |
| E135 | FMV | 5,963,313 | 5,963,313 |
| E136 | FMV | 4,030,016 | 4,030,016 |
| E137 | FMV | 2,457,415 | 2,457,415 |
| E138 | FMV | 4,368,819 | 4,368,819 |
| E139 | FMV | 339,482 | 339,482 |
| E140 | FMV | 6,674,248 | 6,674,248 |
| E141 | FMV | 5,575 | 5,575 |
| E142 | FMV | 24,240,719 | 24,240,719 |
| E143 | FMV | 1,134,594 | 1,134,594 |
| E144 | FMV | 15,001,216 | 15,001,216 |
| E145 | FMV | 834,921 | 834,921 |
| E146 | FMV | 13,225,982 | 13,225,982 |
| E147 | FMV | 7,779,423 | 7,779,423 |
| E148 | FMV | 7,001,522 | 7,001,522 |
| E149 | FMV | 3,734,725 | 3,734,725 |
| E150 | FMV | 2,667,614 | 2,667,614 |
| E151 | FMV | 34,001 | 34,001 |
| E152 | FMV | 3,793,536 | 3,793,536 |
| E153 | FMV | 163,392 | 163,392 |
| E154 | FMV | 362,347 | 362,347 |
| E155 | FMV | 6,980,205 | 6,980,205 |
| E156 | FMV | 486,277 | 486,277 |
| E157 | FMV | 110,872 | 110,872 |
| E158 | FMV | 6,522,190 | 6,522,190 |
| E159 | FMV | 560,687 | 560,687 |
| E160 | FMV | 9,150,472 | 9,150,472 |
| E161 | FMV | 6,028,794 | 6,028,794 |
| E162 | FMV | 11,258,182 | 11,258,182 |
| E163 | FMV | 46,940 | 46,940 |
| E164 | FMV | 1,373,610 | 1,373,610 |
| E165 | FMV | 1,273,891 | 1,273,891 |
| E166 | FMV | 1,252,712 | 1,252,712 |
| E167 | FMV | 7,686,842 | 7,686,842 |
| E168 | FMV | 8,366,845 | 8,366,845 |
| E169 | FMV | 1,161,732 | 1,161,732 |
| E170 | FMV | 6,465,839 | 6,465,839 |
| E171 | FMV | 3,293,975 | 3,293,975 |
| E172 | FMV | 6,538,326 | 6,538,326 |
| E173 | FMV | 9,859,128 | 9,859,128 |
| E174 | FMV | 5,616,619 | 5,616,619 |
| E175 | FMV | 30 | 30 |
| E176 | FMV | 268,868 | 268,868 |
| E177 | FMV | 6,270,299 | 6,270,299 |
| E178 | FMV | 28 | 28 |
| E179 | FMV | 28,890 | 28,890 |
| E180 | FMV | 800,162 | 800,162 |
| E181 | FMV | 4,660,685 | 4,660,685 |
| E182 | FMV | 3,671,960 | 3,671,960 |
| E183 | FMV | 4,690,980 | 4,690,980 |
| E184 | FMV | 5,485,747 | 5,485,747 |
| E185 | FMV | 7,249,682 | 7,249,682 |
| E186 | FMV | 5,571,012 | 5,571,012 |
| E187 | FMV | 1,109,220 | 1,109,220 |
| E188 | FMV | 542,693 | 542,693 |
| E189 | FMV | 4,022,433 | 4,022,433 |
| E190 | FMV | 14,983,476 | 14,983,476 |
| E191 | FMV | 9,390,285 | 9,390,285 |
| F1 | FMV | 13,236,392 | 13,236,392 |
| F2 | FMV | 2,782,871 | 2,782,871 |
| F3 | FMV | 8,881,931 | 8,881,931 |
| F4 | FMV | 1,975,124 | 1,975,124 |
| F5 | FMV | 756,790 | 756,790 |
| F6 | FMV | 3,047,007 | 3,047,007 |
| F7 | FMV | 6,972,108 | 6,972,108 |
| F8 | FMV | 4,204,582 | 4,204,582 |
| F9 | FMV | 1,261,824 | 1,261,824 |
| F10 | FMV | 31,602,411 | 31,602,411 |
| F11 | FMV | 30,806,452 | 30,806,452 |
| F12 | FMV | 18,753,968 | 18,753,968 |
| F13 | FMV | 16,116,016 | 16,116,016 |
| F14 | FMV | 2,078,687 | 2,078,687 |
| F15 | FMV | 7,995,902 | 7,995,902 |
| F16 | FMV | 24,721,852 | 24,721,852 |
| F17 | FMV | 11,886,605 | 11,886,605 |
| F18 | FMV | 2,177,819 | 2,177,819 |
| F19 | FMV | 6,898,397 | 6,898,397 |
| F20 | FMV | 11,510,542 | 11,510,542 |
| F21 | FMV | 2,132,198 | 2,132,198 |
| F22 | FMV | 759,147 | 759,147 |
| F23 | FMV | 4,355,919 | 4,355,919 |
| F24 | FMV | 14,045,592 | 14,045,592 |
| F25 | FMV | 733,932 | 733,932 |
| F26 | FMV | 662,648 | 662,648 |
| F27 | FMV | 5,168,166 | 5,168,166 |
| F28 | FMV | 12,823 | 12,823 |
| F29 | FMV | 3,682,946 | 3,682,946 |
| F30 | FMV | 959,815 | 959,815 |
| F31 | FMV | 6,337,559 | 6,337,559 |
| F32 | FMV | 20,621,300 | 20,621,300 |
| F33 | FMV | 7,254,863 | 7,254,863 |
| F34 | FMV | 581,537 | 581,537 |
| F35 | FMV | 121,588 | 121,588 |
| F36 | FMV | 12,050,405 | 12,050,405 |
| F37 | FMV | 29,007,323 | 29,007,323 |
| F38 | FMV | 14,222,567 | 14,222,567 |
| F39 | FMV | 6,318,117 | 6,318,117 |
| F40 | FMV | 3,362,629 | 3,362,629 |
| F41 | FMV | 941,139 | 941,139 |
| F42 | FMV | 17,750,118 | 17,750,118 |
| F43 | FMV | 17,700,763 | 17,700,763 |
| F44 | FMV | 3,199,627 | 3,199,627 |
| F45 | FMV | 830,905 | 830,905 |
| F46 | FMV | 70,132 | 70,132 |
| F47 | FMV | 2,674,583 | 2,674,583 |
| F48 | FMV | 18,077,277 | 18,077,277 |
| F49 | FMV | 15,173,105 | 15,173,105 |
| F50 | FMV | 7,293,043 | 7,293,043 |
| F51 | FMV | 387,167 | 387,167 |
| F52 | FMV | 384,087 | 384,087 |
| F53 | FMV | 1,094,607 | 1,094,607 |
| F54 | FMV | 14,007,270 | 14,007,270 |
| F55 | FMV | 9,406,798 | 9,406,798 |
| F56 | FMV | 3,837,692 | 3,837,692 |
| F57 | FMV | 6,023,424 | 6,023,424 |
| F58 | FMV | 700,282 | 700,282 |
| F59 | FMV | 916,885 | 916,885 |
| F60 | FMV | 981,793 | 981,793 |
| F61 | FMV | 18,102,405 | 18,102,405 |
| F62 | FMV | 11,471,926 | 11,471,926 |
| F63 | FMV | 2,314,901 | 2,314,901 |
| F64 | FMV | 6,162,258 | 6,162,258 |
| F65 | FMV | 698,447 | 698,447 |
| F66 | FMV | 2,025,263 | 2,025,263 |
| F67 | FMV | 3,015,543 | 3,015,543 |
| F68 | FMV | 85,302 | 85,302 |
| F69 | FMV | 2,185,000 | 2,185,000 |
| F70 | FMV | 3,970,252 | 3,970,252 |
| F71 | FMV | 13,435,851 | 13,435,851 |
| F72 | FMV | 710,397 | 710,397 |
| F73 | FMV | 1,051,842 | 1,051,842 |
| F74 | FMV | 4,242,017 | 4,242,017 |
| F75 | FMV | 4,572,422 | 4,572,422 |
| F76 | FMV | 360,424 | 360,424 |
| F77 | FMV | 4,393,463 | 4,393,463 |
| F78 | FMV | 5,098,990 | 5,098,990 |
| F79 | FMV | 5,293,045 | 5,293,045 |
| F80 | FMV | 513,220 | 513,220 |
| F81 | FMV | 11,257,948 | 11,257,948 |
| F82 | FMV | 10,753,337 | 10,753,337 |
| F83 | FMV | 21,890,867 | 21,890,867 |
| F84 | FMV | 21,490,584 | 21,490,584 |
| F85 | FMV | 15,892,833 | 15,892,833 |
| F86 | FMV | 1,342,299 | 1,342,299 |
| F87 | FMV | 3,174,138 | 3,174,138 |
| F88 | FMV | 2,028,973 | 2,028,973 |
| F89 | FMV | 53,285,950 | 53,285,950 |
| F90 | FMV | 52,237,710 | 52,237,710 |
| F91 | FMV | 11,447,859 | 11,447,859 |
| F92 | FMV | 33,530,440 | 33,530,440 |
| F93 | FMV | 6,598,873 | 6,598,873 |
| F94 | FMV | 47,595,714 | 47,595,714 |
| F95 | FMV | 13,696,512 | 13,696,512 |
| F96 | FMV | 1,946,725 | 1,946,725 |
| F97 | FMV | 1,447,731 | 1,447,731 |
| F98 | FMV | 9,291,228 | 9,291,228 |
| F99 | FMV | 11,002,187 | 11,002,187 |
| F100 | FMV | 10,045,139 | 10,045,139 |
| F101 | FMV | 7,312,656 | 7,312,656 |
| F102 | FMV | 8,783,910 | 8,783,910 |
| F103 | FMV | 2,395,047 | 2,395,047 |
| F104 | FMV | 53,021,674 | 53,021,674 |
| F105 | FMV | 7,710,993 | 7,710,993 |
| F106 | FMV | 10,768,452 | 10,768,452 |
| F107 | FMV | 819,447 | 819,447 |
| F108 | FMV | 215,386 | 215,386 |
| F109 | FMV | 3,674,627 | 3,674,627 |
| F110 | FMV | 14,616,533 | 14,616,533 |
| F111 | FMV | 104,736 | 104,736 |
| F112 | FMV | 475,324 | 475,324 |
| F113 | FMV | 696,965 | 696,965 |
| F114 | FMV | 118,484 | 118,484 |
| F115 | FMV | 26,158,069 | 26,158,069 |
| F116 | FMV | 17,877,941 | 17,877,941 |
| F117 | FMV | 425,635 | 425,635 |
| F118 | FMV | 2,075,937 | 2,075,937 |
| F119 | FMV | 56,445,721 | 56,445,721 |
| F120 | FMV | 3,738,081 | 3,738,081 |
| F121 | FMV | 9,963,909 | 9,963,909 |
| F122 | FMV | 23,700,295 | 23,700,295 |
| F123 | FMV | 16,485,000 | 16,485,000 |
| F124 | FMV | 51,974,958 | 51,974,958 |
| F125 | FMV | 26,300,203 | 26,300,203 |
| F126 | FMV | 49,618,848 | 49,618,848 |
| F127 | FMV | 9,977,511 | 9,977,511 |
| F128 | FMV | 965,309 | 965,309 |
| F129 | FMV | 3,839,911 | 3,839,911 |
| F130 | FMV | 3,930,568 | 3,930,568 |
| F131 | FMV | 4,167,542 | 4,167,542 |
| F132 | FMV | 3,921,673 | 3,921,673 |
| F133 | FMV | 634,176 | 634,176 |
| F134 | FMV | 2,632,683 | 2,632,683 |
| F135 | FMV | 3,536,572 | 3,536,572 |
| F136 | FMV | 3,442,234 | 3,442,234 |
| F137 | FMV | 1,598,266 | 1,598,266 |
| F138 | FMV | 48,082,803 | 48,082,803 |
| F139 | FMV | 5,490,996 | 5,490,996 |
| F140 | FMV | 55,010,775 | 55,010,775 |
| F141 | FMV | 23,954,833 | 23,954,833 |
| F142 | FMV | 3,539,506 | 3,539,506 |
| F143 | FMV | 15,128,611 | 15,128,611 |
| F144 | FMV | 7,845,649 | 7,845,649 |
| F145 | FMV | 17,150,969 | 17,150,969 |
| F146 | FMV | 2,660,875 | 2,660,875 |
| F147 | FMV | 5,000,000 | 5,000,000 |
| F148 | FMV | 538,653 | 538,653 |
| F149 | FMV | 1,999,999 | 1,999,999 |
| F150 | FMV | 2,999,997 | 2,999,997 |
| F151 | FMV | 8,173,892 | 8,173,892 |
| F152 | FMV | 8,937,254 | 8,937,254 |
| F153 | FMV | 3,955,701 | 3,955,701 |
| F154 | FMV | 380,660 | 380,660 |
| F155 | FMV | 19,216,052 | 19,216,052 |
| F156 | FMV | 19,765,200 | 19,765,200 |
| F157 | FMV | 33,883,822 | 33,883,822 |
| F158 | FMV | 18,883,537 | 18,883,537 |
| F159 | FMV | 1,536,901 | 1,536,901 |
| F160 | FMV | 15,206,560 | 15,206,560 |
| F161 | FMV | 4,488,000 | 4,488,000 |
| F162 | FMV | 1,100,589 | 1,100,589 |
| BELLEMEADE | FMV | 1,999,996 | 1,999,996 |
| FANNIE MAE | FMV | 13,580,206 | 13,580,206 |
| FREDDIE MAC | FMV | 102,910,103 | 102,910,103 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| LEGAL SERVICES | 2,589,769 | 0 | 607,489 | 1,982,280 |
| Item No. | 1 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2011A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 69,200,000 |
| Balance Due | 0 |
| Date of Note | 2018-03 |
| Maturity Date | 2038-04 |
| Repayment Terms | INTEREST ONLY UNTIL APRIL 1, 2022 |
| Interest Rate | 0.320000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 2 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2012A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 6,190,000 |
| Balance Due | 0 |
| Date of Note | 2012-02 |
| Maturity Date | 2020-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 3.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 3 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2012A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 6,500,000 |
| Balance Due | 0 |
| Date of Note | 2012-02 |
| Maturity Date | 2021-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 5.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 4 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2012A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 6,655,000 |
| Balance Due | 0 |
| Date of Note | 2012-02 |
| Maturity Date | 2022-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 5.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 5 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2012A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 7,005,000 |
| Balance Due | 0 |
| Date of Note | 2012-02 |
| Maturity Date | 2023-10 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 5.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | CONSTRUCTION OF THE GETTY CENTER |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 6 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2012B |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 108,940,000 |
| Balance Due | 0 |
| Date of Note | 2018-03 |
| Maturity Date | 2047-10 |
| Repayment Terms | INTEREST ONLY UNTIL OCTOBER 1, 2043 |
| Interest Rate | 0.320000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE CAPITAL PROJECTS- ART ACQUISITION |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 7 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2013A |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 162,955,000 |
| Balance Due | 162,955,000 |
| Date of Note | 2019-02 |
| Maturity Date | 2047-10 |
| Repayment Terms | INTEREST ONLY UNTIL OCTOBER 1, 2043 |
| Interest Rate | 0.390000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE CAPITAL PROJECTS- ART ACQUISITION |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 8 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2020A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 1,350,000 |
| Balance Due | 1,350,000 |
| Date of Note | 2020-03 |
| Maturity Date | 2022-04 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 4.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 9 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2020A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 2,830,000 |
| Balance Due | 2,830,000 |
| Date of Note | 2020-03 |
| Maturity Date | 2023-04 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 4.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 10 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2020A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 2,820,000 |
| Balance Due | 2,820,000 |
| Date of Note | 2020-03 |
| Maturity Date | 2024-04 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 4.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 11 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2020A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 8,770,000 |
| Balance Due | 8,770,000 |
| Date of Note | 2020-03 |
| Maturity Date | 2025-04 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 4.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 12 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2020A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 9,495,000 |
| Balance Due | 9,495,000 |
| Date of Note | 2020-03 |
| Maturity Date | 2026-04 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 4.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 13 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2020A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 10,215,000 |
| Balance Due | 10,215,000 |
| Date of Note | 2020-03 |
| Maturity Date | 2027-04 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 4.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 14 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2020A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 10,940,000 |
| Balance Due | 10,940,000 |
| Date of Note | 2020-03 |
| Maturity Date | 2028-04 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 4.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 15 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2020A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 12,405,000 |
| Balance Due | 12,405,000 |
| Date of Note | 2020-03 |
| Maturity Date | 2029-04 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 4.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 16 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2020A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 13,120,000 |
| Balance Due | 13,120,000 |
| Date of Note | 2020-03 |
| Maturity Date | 2030-04 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 4.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 17 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2020A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 13,835,000 |
| Balance Due | 13,835,000 |
| Date of Note | 2020-03 |
| Maturity Date | 2031-04 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 5.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 18 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2020A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 14,685,000 |
| Balance Due | 14,685,000 |
| Date of Note | 2020-03 |
| Maturity Date | 2032-04 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 5.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 19 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2020A-1 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 16,290,000 |
| Balance Due | 16,290,000 |
| Date of Note | 2020-03 |
| Maturity Date | 2033-04 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON APRIL AND OCTOBER 1 |
| Interest Rate | 5.000000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 20 |
|---|---|
| Lender's Name | CA INFRASTRUCTUREECON DEV BANK 2020A-2 |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 87,600,000 |
| Balance Due | 0 |
| Date of Note | 2020-03 |
| Maturity Date | 2038-04 |
| Repayment Terms | INTEREST ONLY UNTIL APRIL 1, 2034 |
| Interest Rate | 0.080000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | FINANCE RENOVATION/IMPROVEMENT OF THE GETTY VILLA |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Item No. | 21 |
|---|---|
| Lender's Name | US BANK NATIONAL ASSOCIATION |
| Lender's Title | |
| Relationship to Insider | NONE |
| Original Amount of Loan | 309,600,000 |
| Balance Due | 309,600,000 |
| Date of Note | 2021-01 |
| Maturity Date | 2024-01 |
| Repayment Terms | FIXED RATE PAID SEMIANNUALLY ON JANUARY AND JULY 1 |
| Interest Rate | 0.391000000000 |
| Security Provided by Borrower | NO SECURITY PROVIDED |
| Purpose of Loan | REFUND SERIES 2011A-1, SERIES 2012B, SERIES 2020A-2 & DEFEASE SERIES 2012A-1 |
| Description of Lender Consideration | NONE |
| Consideration FMV |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | 2,655,137 | 2,792,271 | 2,792,271 |
| RECEIVABLE ON INVESTMENT SALES | 40,250,182 | 29,090,662 | 29,090,662 |
| TRADE RECEIVABLES | 12,624,967 | 149,678 | 149,678 |
| EMPLOYEE RECEIVABLES | 8,986 | 6,555 | 6,555 |
| OTHER RECEIVABLES | 281,362 | 167,330 | 167,330 |
| PRE-PUBLICATION EXPENSES | 1,865,954 | 2,110,575 | 2,110,575 |
| TAX DEFERRED ASSET | 33,780,849 | 25,570,746 | 25,570,746 |
| FINE ART COLLECTION | 2,497,026,117 | 2,516,704,233 | 5,978,925,227 |
| RESEARCH LIBRARY | 330,548,497 | 339,481,648 | 541,667,704 |
| NET PENSION ASSETS | 29,889,026 | 29,889,026 |
| Description | Amount |
|---|---|
| DEFERRED INCOME TAX EXPENSE | 8,210,103 |
| ART VALUATION | 29,506 |
| UNREALIZED LOSS ON FIXED ASSETS | 124,500 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| CONTRACT SERVICES | 15,641,457 | 0 | 979,189 | 14,662,268 |
| RENTAL EXPENSE | 473,807 | 0 | 13,842 | 459,964 |
| REPAIRS AND MAINTENANCE | 8,804,833 | 0 | 19,610 | 8,785,223 |
| FURNITURE AND EQUIPMENT | 5,900,452 | 0 | 22,556 | 5,877,896 |
| OPERATING SUPPLIES | 10,837,714 | 0 | 71,262 | 10,766,454 |
| INSURANCE | 6,382,023 | 0 | 0 | 6,382,023 |
| EMPLOYEE BUSINESS EXPENSE | 982,697 | 0 | 10,685 | 972,013 |
| FREIGHT AND POSTAGE | 861,589 | 0 | 41,655 | 819,933 |
| BAD DEBTS, BANK CHARGES AND SALES ADJUSTMENT | 201,759 | 0 | 91,281 | 110,475 |
| LOSS ON RETURNED ART | 539,500 | 0 | 0 | 539,500 |
| LIMITED PARTNERSHIP EXPENSES | 0 | 11,650,269 | 93,336,160 | 0 |
| ACCRUAL-TO-CASH ADJUSTMENT | 0 | 0 | 0 | 2,651,829 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| ROYALTIES | 90,580 | 90,580 | |
| OTHER PROGRAM SERVICE REVENUE | 540,283 | 0 | 540,283 |
| PARKING REVENUE | 925,046 | 0 | 925,046 |
| PARTNERSHIP INCOME (TAX BASIS) | 119,308,251 | 37,918,348 | 48,195,729 |
| Description | Amount |
|---|---|
| PENSION FUND ADJUSTMENT | 56,100,788 |
| UNREALIZED GAIN ON INVESTMENTS | 2,045,374,045 |
| UNREALIZED GAIN ON INTEREST RATE SWAP | 53,649,383 |
| Description | Beginning of Year - Book Value | End of Year - Book Value |
|---|---|---|
| BOND PREMIUM | 36,478,892 | 31,246,559 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | 9,101,745 | 0 | 9,101,745 | 0 |
| EMPLOYEE MEDICAL CONSULTATION | 23,610 | 0 | 1,368 | 22,243 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| UBIT, EXCISE, SALES AND OTHER | 20,802 | 0 | 52,924 | 0 |
| Name | US / Foreign Address |
EIN | Description | Amount |
|---|---|---|---|---|
| AEGIS CHEMICAL SOLUTIONS LLC |
4560 KENDRICK PLAZA DR STE 190 HOUSTON,TX77032 |
46-1318401 | DISTRIBUTION FROM THE PARTNERSHIP | 0 |
| ENGAGED CAPITAL CO-INVEST V-A LP |
610 NEWPORT CENTER DRIVE SUITE 250 NEWPORT BEACH,CA92660 |
82-0676146 | DISTRIBUTION FROM THE PARTNERSHIP | 0 |
| ENGAGED CAPITAL OPPORTUNITIES FUND LP |
610 NEWPORT CENTER DRIVE SUITE 250 NEWPORT BEACH,CA92660 |
82-4239211 | DISTRIBUTION FROM THE PARTNERSHIP | 0 |
| FORERUNNER JPGT OPPORTUNITIES FUND LLC |
505 HOWARD STREET SUITE 201 SAN FRANCISCO,CA94105 |
46-5470979 | DISTRIBUTION FROM THE PARTNERSHIP | 0 |
| JUNCTION ENERGY CO-INVESTMENT I LLC |
3415 MERCER ST SUITE H HOUSTON,TX77027 |
82-2401358 | DISTRIBUTION FROM THE PARTNERSHIP | 81,423 |
| BW GLOBAL CREDIT OPPORTUNITIES OFFSHORE FUND LTD |
27 HOSPITAL ROAD GEORGE TOWN GRAND CAYMAN KY-19008 CJ |
000000000 | DISTRIBUTION FROM THE PARTNERSHIP | 0 |
| CRC SINGLE INVESTOR FUND IV LTD |
CLIFTON HOUSE 75 FORT STREET GRAND CAYMAN KY1-1108 CJ |
000000000 | DISTRIBUTION FROM THE PARTNERSHIP | 0 |
| MAN NUMERIC INTERNATIONAL ALPHA |
PO BOX 309 UGLAND HOUSE GEORGE TOWN GRAND CAYMAN KY1-1104 CJ |
98-1257701 | DISTRIBUTION FROM THE PARTNERSHIP | 0 |
| Total | 162,648,342 | |||
| Name | US / Foreign Address |
EIN | Description | Amount |
|---|---|---|---|---|
| JUNCTION ENERGY CO-INVESTMENT I LLC |
3415 MERCER ST SUITE H HOUSTON,TX77027 |
82-2401358 | CAPITAL CONTRIBUTION TO THE PARTNERSHIP | 81,423 |
| AG EUROPEAN PARTNERS LP |
405 LEXINGTON AVENUE 9TH FLOOR NEW YORK,NY10174 |
38-3974686 | CAPITAL CONTRIBUTION TO THE PARTNERSHIP | 3,374,388 |
| FOUNDERS CIRCLE CAPITAL CO-INVEST SERIES LP |
1999 SOUTH BASCOM AVE SUITE 700 CAMPBELL,CA95008 |
85-3184160 | CAPITAL CONTRIBUTION TO THE PARTNERSHIP | 2,625,000 |
| GREENSTONE CO-INVESTMENT NO 2 (EXCELSIOR) LP |
PO BOX 656 EAST WING TRAFALGAR COURT LES BANQUES ST PETER PORT GY1 3PP GK |
000000000 | CAPITAL CONTRIBUTION TO THE PARTNERSHIP | 96,154 |
| Total | 6,176,965 | |||