PACKARD HUMANITIES INSTITUTE: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PACKARD HUMANITIES INSTITUTE (EIN 94-3038401)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-14
- IRS object ID
- 202013209349100161
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-14T22:01:15-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943038401 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PACKARD HUMANITIES INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACK | BusinessNameControlTxt |
| Phone | 6509480150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SECOND STREET | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SI WHITE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6509480150 | PhoneNum |
| Signature | 2020-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 139.167.222.161 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-14 | IPDt |
| IP Tm | 21:57:38 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C276AC6002A9AEF3F1AFFBD38D49C33314C88181 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $805,709,837 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,605,388 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,605,388 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,086,193 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,086,193 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,816,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,039,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,845,467 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $203,732 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $116,581 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $87,151 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $87,151 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $168,337 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $81,763,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,537,048 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $87,151 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $148,744 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,462 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $144,281 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,004,277 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $90,128 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,913,781 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,640,482 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $49,214 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,570,792 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $69,902 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,097 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $65,441 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $101,695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,051 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $98,644 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,754,003 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $135,610 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $41,419 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,641,985 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $133,461 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $133,477 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,854,015 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,734,915 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,481 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,755,130 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $30,985 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $51,079 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,235,779 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,834 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $45,732 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,214,829 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,708,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $303,877 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $87,151 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,589,439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,394,361 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,726,361 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,102,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $303,877 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $87,151 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,315,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,661,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,233,171 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,685,665 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,032,427 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,032,427 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,274,427 | AcctRcvblAmt |
| Acct Rcvbl BOY | $852,282 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,274,427 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,274,427 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $4,072,495 | InventoriesBOYAmt |
| Inventories EOY | $4,157,299 | InventoriesEOYAmt |
| Inventories EOYFMV | $4,157,299 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $104,556 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $189,961 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $189,961 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $279,857,200 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $368,191,029 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $368,191,029 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $221,009,106 | CorporateStockBOYAmt |
| Corporate Stock EOY | $186,553,232 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $186,553,232 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,411,455 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,990,840 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,990,840 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $198,573,756 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,740,648 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $179,633,200 | LandBOYAmt |
| Land EOY | $175,833,108 | LandEOYAmt |
| Land EOYFMV | $175,833,108 | LandEOYFMVAmt |
| Other Assets BOY | $31,923,765 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,487,514 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,487,514 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $779,549,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $805,709,837 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $805,709,837 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $954,899 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $777,045 | AccountsPayableEOYAmt |
| Grants Payable BOY | $62,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $730,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,902,490 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,232,120 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,919,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,739,665 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $774,629,835 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $801,970,172 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $774,629,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $801,970,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $779,549,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $805,709,837 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $774,629,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,661,062 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $833,290,897 | SubtotalAmt |
| Other Decreases | $31,320,725 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $801,970,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF EQUITIES | P | $77,011,116 | $8,194,507 | $68,816,609 | $68,816,609 |
| AESSF II PRIVATE INVESTORS - | P | $0 | $0 | ||
| DISTRIBUTIONS IN EXCESS OF BASIS | P | $1,847,609 | $1,847,609 | $1,847,609 | |
| BLACKSTONE REAL ESTATE VII PRIVATE - | P | $0 | $0 | ||
| DISTRIBUTIONS IN EXCESS OF BASIS | P | $3,181,246 | $3,181,246 | $3,181,246 | |
| CAPITAL GAINS DIVIDENDS | P | $3 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,845,467 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,835,773 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $579,341,419 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030786 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,159,256 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $556,396,493 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034435 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,019,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $507,592,254 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039440 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,464,961 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $515,769,837 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043556 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,733,726 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $556,746,406 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089329 | DistributionYr5Rt |
| Total Distribution | 0.237546 | TotalDistributionRt |
| Average Distribution | 0.047509 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $580,931,442 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,599,472 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $862,332 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,461,804 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,641,870 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,724,663 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,724,663 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,724,663 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,664,959 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $450,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,114,959 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $390,296 | OverpaymentAmt |
| Applied To ES Tax | $390,296 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PACKHUM.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509480150 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SECOND STREET | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID W PACKARD | ||||||||
| PHI 300 SECOND STREET | LOS ALTOS | CA | 94022 | PRES/CHAIR/DIR | 30.00 | $0 | $0 | $0 |
| SUSAN PACKARD ORR | ||||||||
| PHI 300 SECOND STREET | LOS ALTOS | CA | 94022 | VICE PRES/DIR | 1.00 | $0 | $0 | $0 |
| BARBARA P WRIGHT | ||||||||
| PHI 300 SECOND STREET | LOS ALTOS | CA | 94022 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SI WHITE | ||||||||
| PHI 300 SECOND STREET | LOS ALTOS | CA | 94022 | TREASURER/CFO | 25.00 | $148,744 | $78,601 | $0 |
| WALTER B HEWLETT | ||||||||
| PHI 300 SECOND STREET | LOS ALTOS | CA | 94022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM A JOHNSON | ||||||||
| PHI 300 SECOND STREET | LOS ALTOS | CA | 94022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAMELA M PACKARD | ||||||||
| PHI 300 SECOND STREET | LOS ALTOS | CA | 94022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPH J WOLFF | ||||||||
| PHI 300 SECOND STREET | LOS ALTOS | CA | 94022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD HODGES | ||||||||
| PHI 300 SECOND STREET | LOS ALTOS | CA | 94022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARIANNA PACKARD MARTELL | ||||||||
| PHI 300 SECOND STREET | LOS ALTOS | CA | 94022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WOODLEY PACKARD | ||||||||
| PHI 300 SECOND STREET | LOS ALTOS | CA | 94022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| WILKINS POE | ||||||||
| 300 SECOND ST | LOS ALTOS | CA | 94022 | EDITOR-PROGRAMMER | 40.00 | $172,474 | $82,790 | $0 |
| BRUCE HARTZLER | ||||||||
| 26155 ROCKWELL CANYON RD | SANTA CLARITA | CA | 91355 | PROGRAM MANAGER | 40.00 | $159,681 | $79,024 | $0 |
| MATTHEW YOW | ||||||||
| 26155 ROCKWELL CANYON RD | SANTA CLARITA | CA | 91355 | FACILITY MANAGER | 40.00 | $151,897 | $63,750 | $0 |
| PATRICK LOUGHNEY | ||||||||
| 26155 ROCKWELL CANYON ROAD | SANTA CLARITA | CA | 91355 | DIRECTOR | 40.00 | $168,084 | $30,949 | $0 |
| KHORI DASTOOR THRU 100219 | ||||||||
| 300 SECOND ST | LOS ALTOS | CA | 94022 | ASSOCIATE DIRECTOR | 40.00 | $123,257 | $60,042 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 31 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BAR ARCHITECTS | |||||
| 901 BATTERY STREET SUITE 300 | SAN FRANCISCO | CA | 94111 | ARCHITECT | $1,241,558 |
| COLUMBIA ARTISTS MGMT LLC | |||||
| 5 COLUMBUS CIRCLE1790 BDWY16TH FL | NEW YORK | NY | 10019 | ENTERTAINMENT AGENCY | $322,493 |
| BEAR IMAGES | |||||
| 198 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | CONSULTING | $118,125 |
| JP MORGAN CHASE BANK NA | |||||
| 270 PARK AVENUE | NEW YORK | NY | 100172014 | INVESTMENT SERVICES | $114,654 |
| DELOITTE & TOUCHE | |||||
| PO BOX 844708 | DALLAS | TX | 752844708 | ACCOUNTING | $79,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HUMANITIES DATA BASE PROJECTS: SUPPORT FOR THE PRESERVATION, EDITING, AND DISEMINATION OF HISTORICAL MUSIC (INCLUDING C.P.E. BACH AND MOZART) AND DOCUMENTS (INCLUDING GREEK INSCRIPTION) | Description1Txt |
| Expenses1 | $2,674,028 | Expenses1Amt |
| Description2 | CONSTRUCTION COSTS AND OPERATING COSTS FOR THE PHI STOA IN SANTA CLARITA, CA | Description2Txt |
| Expenses2 | $2,389,300 | Expenses2Amt |
| Description3 | FILM PRESERVATION AND DIGITIZATION PROJECTS | Description3Txt |
| Expenses3 | $3,203,736 | Expenses3Amt |
| Description4 | COSTS FOR THE PROJECT AT THE HERCULANEUM | Description4Txt |
| Expenses4 | $2,696,100 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $242,778,918 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $343,587,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,411,929 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $589,778,114 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $589,778,114 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,846,672 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $580,931,442 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,046,572 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,046,572 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,724,663 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,724,663 | TotalTaxAmt |
| Distributable Before Adj | $27,321,909 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,975 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,333,884 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,333,884 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,315,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $326,070 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $18,641,870 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,641,870 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,333,884 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,108,848 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $24,108,848 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,641,870 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,641,870 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,692,014 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,692,014 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,416,834 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $15,416,834 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LEIPZIG BACH-ARCHIVE INC | |||||||||||
| 11A MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT | $7,500 | |||||
| AMERICAN FRIENDS OF LOVEITALY | |||||||||||
| 671 MENLO OAKS DRIVE | MENLO PARK | CA | 94025 | PC | DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT | $10,000 | |||||
| AMERICAN SCHOOL OF CLASSICAL STUDIES IN ATHENS | |||||||||||
| 6-8 CHARLTON STREET | PRINCETON | NJ | 08540 | PC | SUPPORT FOR ARCHAEOLOGICAL EXCAVATION AT AGORA | $290,000 | |||||
| BOSTON EARLY MUSIC FESTIVAL | |||||||||||
| 43 THORNDIKE STREET SUITE 302 | CAMBRIDGE | MA | 02141 | PC | DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT | $30,000 | |||||
| CINEQUEST | |||||||||||
| 410 S FIRST STREET | SAN JOSE | CA | 95113 | PC | RENTAL FOR DIGITAL PROJECTOR FOR CINEQUEST FILM FESTIVAL 2019 | $15,500 | |||||
| FOUNDING FATHERS PAPERS INC | |||||||||||
| ROBERTSON HALL/WASHINGTON PROSPECT | PRINCETON | NJ | 08544 | PC | SUPPORT FOR RESEARCH AND PUBLICATION OF THE FOUNDING FATHERS PAPERS | $790,000 | STREETS PRINCETON UNIVERSITY | ||||
| GEORGE EASTMAN MUSEUM | |||||||||||
| MOTION PICTURE DEPARTMENT | ROCHESTER | NY | 14607 | PC | SUPPORT FOR THE MOTION PICTURE DEPARTMENT | $634,061 | |||||
| ISTITUTO PACKARD PER I BENI CULTURALI | |||||||||||
| NC | ARCHAEOLOGICAL CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM | $2,030,000 | VIA PAOLI 25 | PISA | IT | 56126 | |||||
| MARLBORO SCHOOL OF MUSIC | |||||||||||
| 1528 WALNUT STREET | PHILADELPHIA | PA | 19102 | PC | DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT | $15,000 | |||||
| METROPOLITAN OPERA ASSOCIATION | |||||||||||
| 165 LOWER TERRACE | SAN FRANCISO | CA | 94114 | PC | SUPPORT METROPOLITAN OPERA NATIONAL AUDITIONS | $28,000 | |||||
| MOZARTEUM | |||||||||||
| NC | SUPPORT OF DIGITAL MOZART EDITION | $2,000,000 | SCHWARZSTRASSE 26 | SALZBURG | AU | 5020 | |||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||
| UCLA FILM ARCHIVE 1015 NORTH | HOLLYWOOD | CA | 90038 | PC | SUPPORT FOR PRESERVATION FOR THE HEARST NEWSREEL COLLECTION | $221,300 | CAHUENGA BOULEVARD | ||||
| STANFORD THEATRE FOUNDATION | |||||||||||
| 300 SECOND STREET | LOS ALTOS | CA | 94022 | POF | STANFORD THEATRE GENERAL OPERATING EXPENSES | $615,000 | |||||
| THE JULLIARD SCHOOL | |||||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10123 | PC | SUPPORT FOR CPE BACH FESTIVAL | $40,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,726,361 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LEIPZIG BACH-ARCHIVE INC | ||||||||||
| 11A MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT | $7,500 | ||||
| AMERICAN FRIENDS OF LOVEITALY | ||||||||||
| 671 MENLO OAKS DRIVE | MENLO PARK | CA | 94025 | PC | DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT | $30,000 | ||||
| BOSTON EARLY MUSIC FESTIVAL | ||||||||||
| 43 THORNDIKE STREET SUITE 302 | CAMBRIDGE | MA | 02141 | PC | DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT | $10,000 | ||||
| MARLBORO SCHOOL OF MUSIC | ||||||||||
| 1528 WALNUT STREET | PHILADELPHIA | PA | 19102 | PC | DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT | $15,000 | ||||
| NORTH CAROLINA BOTANICAL GARDEN FOUNDATION | ||||||||||
| 100 OLD MASON FARM ROAD | CHAPEL HILL | NC | 27517 | PC | DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT | $15,000 | ||||
| OPERA SAN JOSE | ||||||||||
| 2149 PARAGON DRIVE | SAN JOSE | CA | 95131 | PC | GENERAL OPERATING SUPPORT | $500,000 | ||||
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||||||||
| 124 MOUNT SUBURN STREET | CAMBRIDGE | MA | 02138 | PC | DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT | $3,000 | ||||
| THE CYPRUS INSTITUTE | ||||||||||
| NC | SUPPORT OF RESEARCH FOR KEROS-NAXOS SEAWAYS PROJECT | $75,000 | 20 KOHSTANTINOU KAVFI STREET | NICOSIA | CY | |||||
| UNIVERSITY OF CAMBRIDGE | ||||||||||
| NC | SUPPORT OF RESEARCH FOR KEROS-NAXOS SEAWAYS PROJECT | $75,000 | TRINITIA LANE | CAMBRIDGE | UK | CB2 1TN | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $730,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,605,387 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,086,193 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,816,612 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $87,152 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| GRANT RECOVERY | $11,975 |
| DEFERRED EXCISE TAX CREDIT | $156,362 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,508,192 | ExclusionAmt |
| Related Or Exempt Function Incm | $255,489 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,763,681 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 10 | PHI'S CURRENT OPERATING ACTIVITIES CONSIST OF: EDITING AND PUBLISHING THE MUSICAL SCORES OF CARL PHILIPP EMANUEL BACH (C.P.E. BACH), WHO WAS A SON OF THE FAMOUS JOHANN SEBASTIAN BACH. THE YOUNGER BACH WAS AN IMPORTANT AND PROLIFIC COMPOSER, BUT MOST OF HIS WORKS HAVE NOT BEEN PUBLISHED IN MODERN TIMES. PHI IS IN THE PROCESS OF PUBLISHING A COMPREHENSIVE MULTI-VOLUME EDITION OF ALL OF C.P.E. BACH'S COMPOSITIONS. EDITING AND PUBLISHING FACSIMILE EDITIONS OF MOZART'S OPERAS. PHI HAS MADE DIGITAL PHOTOGRAPHS OF THE ORIGINAL SCORES AND IS PUBLISHING FACSIMILES OF 7 OF MOZART'S OPERAS. PHI'S EXEMPT PURPOSES ARE SERVED BY MAKING THIS MUSIC AVAILABLE TO MANY PROFESSIONAL MUSICIANS, SCHOLARS, STUDENTS, LIBRARIES, COLLEGES, AND UNIVERSITIES IN THE U.S. AND ABROAD WHO WOULD OTHERWISE NOT HAVE AN OPPORTUNITY TO OBTAIN ACCESS TO THEM IN ANY FORM. AS THESE VOLUMES ARE COMPLETED, PHI MAKES THEM AVAILABLE FOR SALE, ON A NON-DISCRIMINATORY BASIS, TO ANY INTERESTED INDIVIDUAL OR INSTITUTION FOR A NOMINA |
| 11A | GRANT RECOVERY |
| 11C | DEFERRED EXCISE TAX CREDIT |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT/TAX SERVICES | CategoryTxt |
| Amt | $101,695 | Amt |
| Net Investment Income | $3,051 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $98,644 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (44 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BACH ARCHIVE LEIPZIG | |||||||||||||||
| THOMASKIRCHHOF 15-16 | LEIPZIG | GM | 04109 | 2001-02-28 | $465,000 | RENOVATION OF HISTORIC CONCERT HALL IN LEIPZIG, GERMANY. | $465,000 | NONE | 2003,2004,2005,2007,2008,2009,2011,2012,2014,2016,2017,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BACH ARCHIVE LEIPZIG | |||||||||||||||
| THOMASKIRCHHOF 15-16 | LEIPZIG | GM | 04109 | 2002-04-25 | $385,000 | RENOVATION OF HISTORIC CONCERT HALL IN LEIPZIG, GERMANY. | $385,000 | NONE | 2003,2004,2005,2007,2008,2009,2011,2012,2014,2016,2017,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BACH ARCHIVE LEIPZIG | |||||||||||||||
| THOMASKIRCHHOF 15-16 | LEIPZIG | GM | 04109 | 2003-03-10 | $400,000 | HISTORICAL RESEARCH, CONSERVATION AND PUBLICATION OF MUSIC BY BACH. | $400,000 | NONE | 2004,2005,2006,2007,2008,2009,2010,2011,2012,2014,2016,2017,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BACH ARCHIVE LEIPZIG | |||||||||||||||
| THOMASKIRCHHOF 15-16 | LEIPZIG | GM | 04109 | 2004-04-29 | $310,000 | HISTORICAL RESEARCH, CONSERVATION AND PUBLICATION OF MUSIC BY BACH. | $310,000 | NONE | 2005,2006,2007,2008,2009,2011,2012,2014,2016,2017,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BACH ARCHIVE LEIPZIG | |||||||||||||||
| THOMASKIRCHHOF 15-16 | LEIPZIG | GM | 04109 | 2007-11-05 | $1,100,000 | RENOVATION OF HISTORIC CONCERT HALL IN LEIPZIG, GERMANY. | $1,100,000 | NONE | 2008,2009,2010,2011,2012,2014,2016,2017,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BACH ARCHIVE LEIPZIG | |||||||||||||||
| THOMASKIRCHHOF 15-16 | LEIPZIG | GM | 04109 | 2011-03-08 | $171,000 | RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. | $171,000 | NONE | 2011,2012,2013,2014,2016,2017,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BACH ARCHIVE LEIPZIG | |||||||||||||||
| THOMASKIRCHHOF 15-16 | LEIPZIG | GM | 04109 | 2013-03-01 | $229,000 | RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. | $210,956 | NONE | 2014,2015,2016,2017,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BACH ARCHIVE LEIPZIG | |||||||||||||||
| THOMASKIRCHHOF 15-16 | LEIPZIG | GM | 04109 | 2015-04-08 | $110,500 | RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. | $95,083 | NONE | 2016,2017,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BACH ARCHIVE LEIPZIG | |||||||||||||||
| THOMASKIRCHHOF 15-16 | LEIPZIG | GM | 04109 | 2016-07-20 | $117,000 | RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. | $97,005 | NONE | 2017,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BACH ARCHIVE LEIPZIG | |||||||||||||||
| THOMASKIRCHHOF 15-16 | LEIPZIG | GM | 04109 | 2017-04-19 | $153,800 | RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. | $67,868 | NONE | 2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BACH ARCHIVE LEIPZIG | |||||||||||||||
| THOMASKIRCHHOF 15-16 | LEIPZIG | GM | 04109 | 2018-05-01 | $140,000 | RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. | $74,421 | NONE | 2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BRITISH SCHOOL AT ROME | |||||||||||||||
| VIA GRAMSCI 61 | ROME | IT | 00197 | 2000-04-28 | $1,000,000 | EXPANSION AND RENOVATION OF THE LIBRARY. | $1,000,000 | NONE | 2001,2002,2004,2005,2006,2007,2008,2009,2010,2011,2012,2013,2014,2016,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BRITISH SCHOOL AT ROME | |||||||||||||||
| VIA GRAMSCI 61 | ROME | IT | 00197 | 2002-04-16 | $425,000 | EXPANSION AND RENOVATION OF THE LIBRARY. | $425,000 | NONE | 2002,2003,2004,2005,2007,2008,2009,2010,2011,2012,2013,2014,2016,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BRITISH SCHOOL AT ROME | |||||||||||||||
| VIA GRAMSCI 61 | ROME | IT | 00197 | 2003-02-28 | $500,000 | EXPANSION AND RENOVATION OF THE LIBRARY. | $500,000 | NONE | 2004,2005,2007,2008,2009,2010,2011,2012,2013,2014,2016,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| BRITISH SCHOOL AT ROME | |||||||||||||||
| VIA GRAMSCI 61 | ROME | IT | 00197 | 2015-04-15 | $100,000 | STAFFING EXPENSES FOR EXTENDED LIBRARY HOURS. | $100,000 | NONE | 2016,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| INTERNATIONAL MOZARTEUM FOUNDATION | |||||||||||||||
| SCHWARZSTRASSE 26 | SALZBURG | AU | 5020 | 2001-11-30 | $3,000,000 | SUPPORT FOR ENDOWMENT OF A DIGITAL EDITION OF MOZART. | $738,943 | NONE | 2002 - 2010,2011,2012,2013,2014,2015,2016,2017,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS SUBMITTED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| INTERNATIONAL MOZARTEUM FOUNDATION | |||||||||||||||
| SCHWARZSTRASSE 26 | SALZBURG | AU | 5020 | 2019-06-04 | $2,000,000 | SUPPORT FOR CREATION OF A DIGITAL EDITION OF MOZART. | $124,242 | NONE | 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS SUBMITTED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| INTERNATIONAL MOZARTEUM FOUNDATION | |||||||||||||||
| SCHWARZSTRASSE 26 | SALZBURG | AU | 5020 | 2017-05-09 | $2,000,000 | SUPPORT FOR THE DIGITAL MOZART EDITION. | $841,330 | NONE | 2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS SUBMITTED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| ISTITUTO PACKARD PER I BENI CULTURALI | |||||||||||||||
| VIA PALO 25 | PISA | IT | 56126 | 2014-09-16 | $650,000 | CONSERVATION AND RELATED ACTIVITIES AT THE ANCIENT ROMAN TOWN OF HERCULANEUM. | $650,000 | NONE | 2014,2015,2016, 2017, 2018, 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS SUBMITTED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| ISTITUTO PACKARD PER I BENI CULTURALI | |||||||||||||||
| VIA PALO 25 | PISA | IT | 56126 | 2014-12-29 | $4,000,000 | FUNDS TO PURCHASE LAND AND BUILDINGS ADJACENT TO THE ARCHAEOLOGICAL SITE OF HERCULANEUM. | $4,000,000 | NONE | 2014,2015,2016, 2017, 2018, 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| ISTITUTO PACKARD PER I BENI CULTURALI | |||||||||||||||
| VIA PALO 25 | PISA | IT | 56126 | 2015-05-29 | $4,600,000 | FUNDS TO PURCHASE LAND AND BUILDINGS ADJACENT TO THE ARCHAEOLOGICAL SITE OF HERCULANEUM. | $4,600,000 | NONE | 2016, 2017, 2018, 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| ISTITUTO PACKARD PER I BENI CULTURALI | |||||||||||||||
| VIA PALO 25 | PISA | IT | 56126 | 2017-08-02 | $1,000,000 | CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. | $1,000,000 | NONE | 2017, 2018, 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| ISTITUTO PACKARD PER I BENI CULTURALI | |||||||||||||||
| VIA PALO 25 | PISA | IT | 56126 | 2018-05-03 | $1,500,000 | CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. | $1,500,000 | NONE | 2018, 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| ISTITUTO PACKARD PER I BENI CULTURALI | |||||||||||||||
| VIA PALO 25 | PISA | IT | 56126 | 2018-05-08 | $230,000 | FUNDS IN SUPPORT OF PROJECT ADJACENT TO THE ARCHAEOLOGICAL SITE OF HERCULANEUM. | $99,552 | NONE | 2018, 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| ISTITUTO PACKARD PER I BENI CULTURALI | |||||||||||||||
| VIA PALO 25 | PISA | IT | 56126 | 2018-05-08 | $475,000 | FUNDS TO PURCHASE LAND AND BUILDINGS ADJACENT TO THE ARCHAEOLOGICAL SITE OF HERCULANEUM. | $440,992 | NONE | 2018, 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| ISTITUTO PACKARD PER I BENI CULTURALI | |||||||||||||||
| VIA PALO 25 | PISA | IT | 56126 | 2018-08-02 | $135,000 | CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. | $135,000 | NONE | 2018, 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| ISTITUTO PACKARD PER I BENI CULTURALI | |||||||||||||||
| VIA PALO 25 | PISA | IT | 56126 | 2018-10-29 | $205,000 | FUNDS TO PURCHASE LAND AND BUILDINGS ADJACENT TO THE ARCHAEOLOGICAL SITE OF HERCULANEUM. | NONE | 2018, 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ||||||
| ISTITUTO PACKARD PER I BENI CULTURALI | |||||||||||||||
| VIA PALO 25 | PISA | IT | 56126 | 2019-08-16 | $530,000 | CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. | $11,343 | NONE | 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| ISTITUTO PACKARD PER I BENI CULTURALI | |||||||||||||||
| VIA PALO 25 | PISA | IT | 56126 | 2019-08-16 | $1,500,000 | CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. | $368,449 | NONE | 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| MIHAI EMINESCU TRUST | |||||||||||||||
| 15 CLARENDON ROAD | LONDON | UK | W11 4JB | 2008-07-01 | $800,000 | CONSERVATION OF HISTORIC VILLAGE ARCHITECTURE AND TRADITIONS IN ROMANIA. | $800,000 | NONE | 2009,2010,2011,2012,2013,2014,2016 | TO THE KNOWLEDGE OF PHI, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| MIHAI EMINESCU TRUST | |||||||||||||||
| 15 CLARENDON ROAD | LONDON | UK | W11 4JB | 2009-07-06 | $720,000 | CONSERVATION OF HISTORIC VILLAGE ARCHITECTURE AND TRADITIONS IN ROMANIA. | $720,000 | NONE | 2010,2011,2012,2013,2014,2016 | TO THE KNOWLEDGE OF PHI, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| MIHAI EMINESCU TRUST | |||||||||||||||
| 15 CLARENDON ROAD | LONDON | UK | W11 4JB | 2010-06-11 | $1,000,000 | CONSERVATION OF HISTORIC VILLAGE ARCHITECTURE AND TRADITIONS IN ROMANIA. | $1,000,000 | NONE | 2011,2012,2013,2014,2016,2017 | TO THE KNOWLEDGE OF PHI, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| SAXON ACADEMY OF SCIENCES | |||||||||||||||
| KARL-TAUCHNITZSTRASSE 1 | LEIPZIG | GM | 04107 | 2015-11-20 | $170,000 | BACH-REPERTORIUM RESEARCH PROJECT. | $170,000 | NONE | 2016, 2017,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| SAXON ACADEMY OF SCIENCES | |||||||||||||||
| KARL-TAUCHNITZSTRASSE 1 | LEIPZIG | GM | 04107 | 2016-11-17 | $195,000 | BACH-REPERTORIUM RESEARCH PROJECT. | $195,000 | NONE | 2017,2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| SAXON ACADEMY OF SCIENCES | |||||||||||||||
| KARL-TAUCHNITZSTRASSE 1 | LEIPZIG | GM | 04107 | 2017-10-25 | $220,000 | BACH-REPERTORIUM RESEARCH PROJECT. | $169,004 | NONE | 2018 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2017-06-20 | $325,000 | DEPOSIT PAYMENT FOR STANFORD THEATRE CARPET AND SEAT REPLACEMENT. | $325,000 | NONE | 2017,2018,2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | 300 SECOND STREET | LOS ALTOS | CA | 94022 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2017-11-10 | $325,000 | FINAL PAYMENT FOR STANFORD THEATRE CARPET AND SEAT REPLACEMENT. | $325,000 | NONE | 2017,2018,2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | 300 SECOND STREET | LOS ALTOS | CA | 94022 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2017-11-06 | $200,000 | STANFORD THEATRE GENERAL OPERATING EXPENSES. | $200,000 | NONE | 2018, 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | 300 SECOND STREET | LOS ALTOS | CA | 94022 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2018-02-08 | $250,000 | STANFORD THEATRE GENERAL OPERATING EXPENSES. | $250,000 | NONE | 2018, 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | 300 SECOND STREET | LOS ALTOS | CA | 94022 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2018-08-14 | $200,000 | STANFORD THEATRE GENERAL OPERATING EXPENSES. | $200,000 | NONE | 2018, 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | 300 SECOND STREET | LOS ALTOS | CA | 94022 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2019-01-04 | $300,000 | STANFORD THEATRE GENERAL OPERATING EXPENSES. | $300,000 | NONE | 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | 300 SECOND STREET | LOS ALTOS | CA | 94022 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2019-07-12 | $200,000 | STANFORD THEATRE GENERAL OPERATING EXPENSES. | $200,000 | NONE | 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | 300 SECOND STREET | LOS ALTOS | CA | 94022 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2019-12-05 | $115,000 | STANFORD THEATRE GENERAL OPERATING EXPENSES. | $115,000 | NONE | 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | 300 SECOND STREET | LOS ALTOS | CA | 94022 | |||||
| UNIVERSITY OF WURZBURG | |||||||||||||||
| ZENTRALVERWALTUNG REFERAT V / 4 | WURZBURG | GM | 97070 | 2014-01-13 | $240,000 | MOZART LETTERS TRANSLATION PROJECT. | $240,000 | NONE | 2015,2016,2018, 2019 | TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | SANDERRING 2 | ||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| FORM 990-PF, PART VII-B, LINE 1 (3) AND (4) | THE LAW FIRM OF FINCH MONTGOMERY WRIGHT PC, 350 CAMBRIDGE AVENUE, SUITE 175, PALO ALTO, CA 94306, WAS PAID $48,510 FOR LEGAL SERVICES AND REIMBURSEMENT OF RELATED EXPENSES TO THE FOUNDATION IN 2019. BARBARA P. WRIGHT IS AN OFFICER, SECRETARY OF THE FOUNDATION, AND IS A PARTNER OR OWNER OF THE LAW FIRM. SHE RECEIVES NO FEES FOR SERVICES IN HER CAPACITY AS AN OFFICER.THE BOARD APPROVED, BY RESOLUTION, COMPENSATION FOR MRS. WRIGHT'S SERVICES, AND THE REASONABLENESS OF THE BILLING RATES. MRS. WRIGHT IS NOT A MEMBER OF THE BOARD AND CANNOT VOTE. | |
| FORM 990-PF, PART VII-A, LINE 11 | ISITUTO PACKARD PER I BENI CULTURALIVIA PASQUALE PAOLI, 25PISA PL, ITALY 56126AMOUNT OF GRANT TRANSFERRED $2,030,000EXCESS BUSINESS HOLDINGS NO | STATEMENT REGARDING CONTROLLED ENTITIES |
| TANGIBLE PROPERTY REGULATIONS | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONTAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.SECTION 1.263(A)-3(N) CAPITALIZATION ELECTIONTAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. | |
| STATEMENT FILED PURSUANT TO TREASURY REGULATION SECTION 1.351-3(A) | STATEMENT FILED PURSUANT TO TREASURY REGULATION SECTION 1.351-3(A)(1) THE TRANSFEREE CORPORATION IS RIVERSTONE GLOBAL ENERGY AND POWER PRIVATE INVESTORS, L.P., A FOREIGN CORPORATION ORGANIZED UNDER THE LAWS OF THE CAYMAN ISLANDS. (2) THE PACKARD HUMANITIES INSTITUTE TRANSFERRED THE ASSETS IDENTIFIED IN (3) BELOW ON VARIOUS DATES.(3) THE TRANSFERRED PROPERTY HAD AN AGGREGATE FAIR MARKET VALUE OF $325,529 AND AN AGGREGATE BASIS OF $325,529 IMMEDIATELY BEFORE THE EXCHANGE. PROPERTY TRANSFERRED: CASHDATE: VARIOUSFAIR MARKET VALUE: $325,529AGGREGATE BASIS: $325,529 (4) NO PRIVATE LETTER RULINGS WERE ISSUED IN CONNECTION WITH THE SECTION 351 EXCHANGE. | |
| FORM 926, SUPPLEMENTAL PART III INFORMATION REQUIRED TO BE REPORTED | (1) NAME OF TRANSFEROR: THE PACKARD HUMANITIES INSTITUTE EIN: 94-3038401 ADDRESS: 300 SECOND STREET, LOS ALTOS, CA 94022 NAME OF TRANSFEREE: RIVERSTONE GLOBAL ENERGY AND POWER PRIVATE INVESTORS, L.P. ADDRESS: 190 ELGIN AVENUE, GRAND CAYMAN, CAYMAN ISLANDS (2) DURING THE YEAR ENDED DECEMBER 31, 2019, THE PACKARD HUMANITIES INSTITUTE TRANSFERRED $325,529 TO RIVERSTONE GLOBAL ENERGY AND POWER PRIVATE INVESTORS, L.P.(3) IN THE TAXABLE YEAR ENDED DECEMBER 31, 2019, THE PACKARD HUMANITIES INSTITUTE, A U.S. PERSON, CONTRIBUTED CASH TO RIVERSTONE GLOBAL ENERGY AND POWER INVESTORS, L.P., A FOREIGN CORPORATION, PURSUANT TO 26 USC 351 IN EXCHANGE FOR AN INDIRECT INTEREST IN THE FOREIGN CORPORATION. THE PACKARD HUMANITIES INSTITUTE DID NOT RECEIVE ANY OTHER SECURITIES OR PROPERTY DURING THE EXCHANGE. THE PACKARD HUMANITIES INSTITUTE DID NOT ASSUME ANY LIABILITIES DURING THE EXCHANGE. (4) PROPERTY TRANSFERRED DURING THE EXCHANGE: (I) ACTIVE TRADE OR BUSINESS PROPERTY: NONE (II) STOCK OR SECURITIES: NONE (III) DEPRECIATED PROPERTY: NONE (IV) PROPERTY NOT TRANSFERRED FOR USE IN THE ACTIVE CONDUCT OF A TRADE OR BUSINESS: NONE (V) PROPERTY TRANSFERRED UNDER COMPULSION: NONE (VI) CERTAIN INELIGIBLE PROPERTY: NONE (VII) OTHER PROPERTY THAT IS INELIGIBLE PROPERTY: NONE (VIII) RESERVED (5) THE PACKARD HUMANITIES INSTITUTE DID NOT TRANSFER PROPERTY OF A FOREIGN BRANCH WITH PREVIOUSLY DEDUCTED LOSSES SUBJECT TO THE RULES OF TREAS. REG. SEC. 1.367 (A)-6T, DURING THE EXCHANGE.(6) THE EXCHANGE BETWEEN THE PACKARD HUMANITIES INSTITUTE AND RIVERSTONE GLOBAL ENERGY AND POWER PRIVATE INVESTORS, L.P., IS NOT A TRANSFER OF ASSETS DESCRIBED IN I.R.C. SECTION 361(A) OR (B). |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGILENT TECHNOLOGIES INC | $36,292,068 | $36,292,068 |
| HEWLETT PACKARD CO | $19,926,308 | $19,926,308 |
| EXCHANGE TRADED FUNDS | $47,113,692 | $47,113,692 |
| TWITTER, INC | $8,816,154 | $8,816,154 |
| KEYSIGHT TECHNOLOGIES, INC | $43,660,239 | $43,660,239 |
| HEWLETT PACKARD ENTERPRISE | $15,378,649 | $15,378,649 |
| DXC TECHNOLOGY | $6,918,064 | $6,918,064 |
| FOCUS INTERNATIONAL | $2,828,560 | $2,828,560 |
| PERSPECTA INC. | $4,019,409 | $4,019,409 |
| STRATEGIC HEALTHCARE INVESTMENT | $1,600,089 | $1,600,089 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $368,191,029 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $368,191,029 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $11,990,840 | BookValueAmt |
| EOYFMV | $11,990,840 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE FURNITURE AND EQUIPMENT | $2,580,992 | $2,316,117 | $264,875 | $264,875 |
| COMPUTER HARDWARE/SOFTWARE | $453,958 | $453,391 | $567 | $567 |
| LIBRARY | $9,077 | $9,077 | $0 | |
| LAND | $15,418,800 | $0 | $15,418,800 | $15,418,800 |
| BUILDING | $180,110,929 | $19,962,063 | $160,148,866 | $160,148,866 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL LEGAL FEES | CategoryTxt |
| Legal Fees | $69,902 | LegalFeesAmt |
| Net Investment Income | $2,097 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $65,441 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASSETS HELD FOR CHARITABLE PURPOSES | $10,154,306 | $8,547,825 | $8,547,825 |
| ART AND FILM COLLECTIONS | $21,769,459 | $21,939,689 | $21,939,689 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $31,320,725 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PHOTOCOPYING | $1,606 | $0 | $0 | $1,606 |
| INSURANCE | $227,787 | $6,834 | $0 | $220,953 |
| COMPUTER EXPENSES | $351,874 | $0 | $0 | $381,686 |
| BOOKS & SUBSCRIPTIONS | $47,786 | $0 | $0 | $47,786 |
| MISCELLANEOUS EXPENSES | $3,724 | $0 | $0 | $3,728 |
| STORAGE COSTS | $93,004 | $0 | $0 | $93,004 |
| MEMBERSHIPS & DUES | $9,903 | $0 | $0 | $9,903 |
| ADVERTISING | $33,457 | $0 | $0 | $33,447 |
| SUPPLIES & POSTAGE | $65,943 | $0 | $0 | $69,098 |
| CONTRACTORS | $332,508 | $0 | $0 | $333,350 |
| BOOK DISTRIBUTION | $56,419 | $0 | $45,732 | $0 |
| STAFF DEVELOPMENT | $11,768 | $0 | $0 | $11,768 |
| OPERATING EXPENSES | $0 | $0 | $0 | $8,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| GRANT RECOVERY | $11,975 | $0 |
| DEFERRED EXCISE TAX CREDIT | $156,362 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES | Desc |
| BOY Book Value | $3,902,490 | BOYBookValueAmt |
| EOY Book Value | $2,232,120 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTANTS/RESEARCHERS | $3,451,780 | $0 | $41,419 | $3,478,524 |
| INVESTMENT CUSTODY FEES | $135,610 | $135,610 | $0 | $0 |
| MUSIC EDITING | $166,613 | $0 | $0 | $163,461 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CA FILING FEES | $205 | $0 | $0 | $205 |
| MA FILING FEES | $500 | $0 | $0 | $500 |
| SALES TAX/PROPERTY TAX | $132,756 | $0 | $0 | $132,772 |