2020-11-14T22:01:15-06:00 2019-12-31 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 55402 990PF 2019-01-01 943038401 THE PACKARD HUMANITIES INSTITUTE PACK 6509480150 300 SECOND STREET LOS ALTOS CA 94022 SI WHITE CFO 6509480150 2020-11-14 1 SARAH REDDEN P00898534 6123974000 139.167.222.161 2020-11-14 21:57:38 US P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C276AC6002A9AEF3F1AFFBD38D49C33314C88181 2019 2021-04-22 16:20:28Z X 805709837 X X 7605388 7605388 5086193 5086193 68816612 82039974 73845467 203732 116581 87151 87151 168337 0 0 81763681 86537048 87151 148744 4462 0 144281 3004277 90128 0 2913781 1640482 49214 0 1570792 69902 2097 0 65441 101695 3051 0 98644 3754003 135610 41419 3641985 133461 0 0 133477 3854015 0 0 1734915 12481 0 1755130 30985 0 0 51079 1235779 6834 45732 1214829 15708258 303877 87151 11589439 7394361 6726361 23102619 303877 87151 18315800 58661062 86233171 0 40685665 25032427 25032427 3274427 852282 3274427 3274427 4072495 4157299 4157299 104556 189961 189961 279857200 368191029 368191029 221009106 186553232 186553232 21411455 11990840 11990840 198573756 22740648 179633200 175833108 175833108 31923765 30487514 30487514 779549724 805709837 805709837 954899 777045 62500 730500 3902490 2232120 4919889 3739665 X 774629835 801970172 774629835 801970172 779549724 805709837 774629835 58661062 0 833290897 31320725 801970172 SALE OF EQUITIES P 77011116 8194507 68816609 68816609 AESSF II PRIVATE INVESTORS - P 0 0 DISTRIBUTIONS IN EXCESS OF BASIS P 1847609 1847609 1847609 BLACKSTONE REAL ESTATE VII PRIVATE - P 0 0 DISTRIBUTIONS IN EXCESS OF BASIS P 3181246 3181246 3181246 CAPITAL GAINS DIVIDENDS P 3 3 3 73845467 0 17835773 579341419 0.030786 19159256 556396493 0.034435 20019645 507592254 0.039440 22464961 515769837 0.043556 49733726 556746406 0.089329 0.237546 0.047509 580931442 27599472 862332 28461804 18641870 1724663 0 1724663 0 1724663 1664959 450000 0 2114959 X 0 390296 390296 0 0 0 0 0 0 0 0 0 0 0 1 1 CA MA VA 1 0 0 1 0 1 WWW.PACKHUM.ORG THE FOUNDATION 6509480150 300 SECOND STREET LOS ALTOS CA 94022 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 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 148744 78601 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 WILKINS POE 300 SECOND ST LOS ALTOS CA 94022 EDITOR-PROGRAMMER 40.00 172474 82790 0 BRUCE HARTZLER 26155 ROCKWELL CANYON RD SANTA CLARITA CA 91355 PROGRAM MANAGER 40.00 159681 79024 0 MATTHEW YOW 26155 ROCKWELL CANYON RD SANTA CLARITA CA 91355 FACILITY MANAGER 40.00 151897 63750 0 PATRICK LOUGHNEY 26155 ROCKWELL CANYON ROAD SANTA CLARITA CA 91355 DIRECTOR 40.00 168084 30949 0 KHORI DASTOOR THRU 100219 300 SECOND ST LOS ALTOS CA 94022 ASSOCIATE DIRECTOR 40.00 123257 60042 0 31 BAR ARCHITECTS 901 BATTERY STREET SUITE 300 SAN FRANCISCO CA 94111 ARCHITECT 1241558 COLUMBIA ARTISTS MGMT LLC 5 COLUMBUS CIRCLE1790 BDWY16TH FL NEW YORK NY 10019 ENTERTAINMENT AGENCY 322493 BEAR IMAGES 198 MISSISSIPPI STREET SAN FRANCISCO CA 94107 CONSULTING 118125 JP MORGAN CHASE BANK NA 270 PARK AVENUE NEW YORK NY 100172014 INVESTMENT SERVICES 114654 DELOITTE & TOUCHE PO BOX 844708 DALLAS TX 752844708 ACCOUNTING 79750 0 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) 2674028 CONSTRUCTION COSTS AND OPERATING COSTS FOR THE PHI STOA IN SANTA CLARITA, CA 2389300 FILM PRESERVATION AND DIGITIZATION PROJECTS 3203736 COSTS FOR THE PROJECT AT THE HERCULANEUM 2696100 0 242778918 343587267 3411929 589778114 0 0 589778114 8846672 580931442 29046572 29046572 1724663 1724663 27321909 11975 27333884 0 27333884 18315800 0 326070 18641870 0 18641870 27333884 0 0 24108848 24108848 18641870 0 0 0 18641870 0 8692014 8692014 15416834 0 0 0 0 0 0 15416834 0 X AMERICAN FRIENDS OF LEIPZIG BACH-ARCHIVE INC 11A MOUNT AUBURN STREET CAMBRIDGE MA 02138 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 7500 AMERICAN FRIENDS OF LOVEITALY 671 MENLO OAKS DRIVE MENLO PARK CA 94025 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 10000 AMERICAN SCHOOL OF CLASSICAL STUDIES IN ATHENS 6-8 CHARLTON STREET PRINCETON NJ 08540 PC SUPPORT FOR ARCHAEOLOGICAL EXCAVATION AT AGORA 290000 BOSTON EARLY MUSIC FESTIVAL 43 THORNDIKE STREET SUITE 302 CAMBRIDGE MA 02141 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 30000 CINEQUEST 410 S FIRST STREET SAN JOSE CA 95113 PC RENTAL FOR DIGITAL PROJECTOR FOR CINEQUEST FILM FESTIVAL 2019 15500 FOUNDING FATHERS PAPERS INC ROBERTSON HALL/WASHINGTON PROSPECT STREETS PRINCETON UNIVERSITY PRINCETON NJ 08544 PC SUPPORT FOR RESEARCH AND PUBLICATION OF THE FOUNDING FATHERS PAPERS 790000 GEORGE EASTMAN MUSEUM MOTION PICTURE DEPARTMENT ROCHESTER NY 14607 PC SUPPORT FOR THE MOTION PICTURE DEPARTMENT 634061 ISTITUTO PACKARD PER I BENI CULTURALI VIA PAOLI 25 PISA IT 56126 NC ARCHAEOLOGICAL CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM 2030000 MARLBORO SCHOOL OF MUSIC 1528 WALNUT STREET PHILADELPHIA PA 19102 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 15000 METROPOLITAN OPERA ASSOCIATION 165 LOWER TERRACE SAN FRANCISO CA 94114 PC SUPPORT METROPOLITAN OPERA NATIONAL AUDITIONS 28000 MOZARTEUM SCHWARZSTRASSE 26 SALZBURG AU 5020 NC SUPPORT OF DIGITAL MOZART EDITION 2000000 REGENTS OF THE UNIVERSITY OF CALIFORNIA UCLA FILM ARCHIVE 1015 NORTH CAHUENGA BOULEVARD HOLLYWOOD CA 90038 PC SUPPORT FOR PRESERVATION FOR THE HEARST NEWSREEL COLLECTION 221300 STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 POF STANFORD THEATRE GENERAL OPERATING EXPENSES 615000 THE JULLIARD SCHOOL 60 LINCOLN CENTER PLAZA NEW YORK NY 10123 PC SUPPORT FOR CPE BACH FESTIVAL 40000 6726361 AMERICAN FRIENDS OF LEIPZIG BACH-ARCHIVE INC 11A MOUNT AUBURN STREET CAMBRIDGE MA 02138 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 7500 AMERICAN FRIENDS OF LOVEITALY 671 MENLO OAKS DRIVE MENLO PARK CA 94025 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 30000 BOSTON EARLY MUSIC FESTIVAL 43 THORNDIKE STREET SUITE 302 CAMBRIDGE MA 02141 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 10000 MARLBORO SCHOOL OF MUSIC 1528 WALNUT STREET PHILADELPHIA PA 19102 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 15000 NORTH CAROLINA BOTANICAL GARDEN FOUNDATION 100 OLD MASON FARM ROAD CHAPEL HILL NC 27517 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 15000 OPERA SAN JOSE 2149 PARAGON DRIVE SAN JOSE CA 95131 PC GENERAL OPERATING SUPPORT 500000 PRESIDENT & FELLOWS OF HARVARD COLLEGE 124 MOUNT SUBURN STREET CAMBRIDGE MA 02138 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 3000 THE CYPRUS INSTITUTE 20 KOHSTANTINOU KAVFI STREET NICOSIA CY NC SUPPORT OF RESEARCH FOR KEROS-NAXOS SEAWAYS PROJECT 75000 UNIVERSITY OF CAMBRIDGE TRINITIA LANE CAMBRIDGE UK CB2 1TN NC SUPPORT OF RESEARCH FOR KEROS-NAXOS SEAWAYS PROJECT 75000 730500 14 7605387 14 5086193 18 68816612 87152 GRANT RECOVERY 11975 DEFERRED EXCISE TAX CREDIT 156362 0 81508192 255489 81763681 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 0 0 0 0 0 0 0 0 0 0 AUDIT/TAX SERVICES 101695 3051 0 98644 BACH ARCHIVE LEIPZIG THOMASKIRCHHOF 15-16 LEIPZIG GM 04109 2001-02-28 465000 RENOVATION OF HISTORIC CONCERT HALL IN LEIPZIG, GERMANY. 465000 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 385000 RENOVATION OF HISTORIC CONCERT HALL IN LEIPZIG, GERMANY. 385000 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 400000 HISTORICAL RESEARCH, CONSERVATION AND PUBLICATION OF MUSIC BY BACH. 400000 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 310000 HISTORICAL RESEARCH, CONSERVATION AND PUBLICATION OF MUSIC BY BACH. 310000 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 1100000 RENOVATION OF HISTORIC CONCERT HALL IN LEIPZIG, GERMANY. 1100000 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 171000 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 171000 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 229000 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 210956 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 110500 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 95083 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 117000 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 97005 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 153800 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 67868 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 140000 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 74421 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 1000000 EXPANSION AND RENOVATION OF THE LIBRARY. 1000000 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 425000 EXPANSION AND RENOVATION OF THE LIBRARY. 425000 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 500000 EXPANSION AND RENOVATION OF THE LIBRARY. 500000 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 100000 STAFFING EXPENSES FOR EXTENDED LIBRARY HOURS. 100000 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 3000000 SUPPORT FOR ENDOWMENT OF A DIGITAL EDITION OF MOZART. 738943 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 2000000 SUPPORT FOR CREATION OF A DIGITAL EDITION OF MOZART. 124242 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 2000000 SUPPORT FOR THE DIGITAL MOZART EDITION. 841330 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 650000 CONSERVATION AND RELATED ACTIVITIES AT THE ANCIENT ROMAN TOWN OF HERCULANEUM. 650000 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 4000000 FUNDS TO PURCHASE LAND AND BUILDINGS ADJACENT TO THE ARCHAEOLOGICAL SITE OF HERCULANEUM. 4000000 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 4600000 FUNDS TO PURCHASE LAND AND BUILDINGS ADJACENT TO THE ARCHAEOLOGICAL SITE OF HERCULANEUM. 4600000 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 1000000 CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. 1000000 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 1500000 CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. 1500000 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 230000 FUNDS IN SUPPORT OF PROJECT ADJACENT TO THE ARCHAEOLOGICAL SITE OF HERCULANEUM. 99552 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 475000 FUNDS TO PURCHASE LAND AND BUILDINGS ADJACENT TO THE ARCHAEOLOGICAL SITE OF HERCULANEUM. 440992 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 135000 CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. 135000 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 205000 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 530000 CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. 11343 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 1500000 CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. 368449 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 800000 CONSERVATION OF HISTORIC VILLAGE ARCHITECTURE AND TRADITIONS IN ROMANIA. 800000 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 720000 CONSERVATION OF HISTORIC VILLAGE ARCHITECTURE AND TRADITIONS IN ROMANIA. 720000 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 1000000 CONSERVATION OF HISTORIC VILLAGE ARCHITECTURE AND TRADITIONS IN ROMANIA. 1000000 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 170000 BACH-REPERTORIUM RESEARCH PROJECT. 170000 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 195000 BACH-REPERTORIUM RESEARCH PROJECT. 195000 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 220000 BACH-REPERTORIUM RESEARCH PROJECT. 169004 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 300 SECOND STREET LOS ALTOS CA 94022 2017-06-20 325000 DEPOSIT PAYMENT FOR STANFORD THEATRE CARPET AND SEAT REPLACEMENT. 325000 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 2017-11-10 325000 FINAL PAYMENT FOR STANFORD THEATRE CARPET AND SEAT REPLACEMENT. 325000 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 2017-11-06 200000 STANFORD THEATRE GENERAL OPERATING EXPENSES. 200000 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 2018-02-08 250000 STANFORD THEATRE GENERAL OPERATING EXPENSES. 250000 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 2018-08-14 200000 STANFORD THEATRE GENERAL OPERATING EXPENSES. 200000 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 2019-01-04 300000 STANFORD THEATRE GENERAL OPERATING EXPENSES. 300000 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 2019-07-12 200000 STANFORD THEATRE GENERAL OPERATING EXPENSES. 200000 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 2019-12-05 115000 STANFORD THEATRE GENERAL OPERATING EXPENSES. 115000 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. UNIVERSITY OF WURZBURG ZENTRALVERWALTUNG REFERAT V / 4 SANDERRING 2 WURZBURG GM 97070 2014-01-13 240000 MOZART LETTERS TRANSLATION PROJECT. 240000 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. 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. STATEMENT REGARDING CONTROLLED ENTITIES 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 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). AGILENT TECHNOLOGIES INC 36292068 36292068 HEWLETT PACKARD CO 19926308 19926308 EXCHANGE TRADED FUNDS 47113692 47113692 TWITTER, INC 8816154 8816154 KEYSIGHT TECHNOLOGIES, INC 43660239 43660239 HEWLETT PACKARD ENTERPRISE 15378649 15378649 DXC TECHNOLOGY 6918064 6918064 FOCUS INTERNATIONAL 2828560 2828560 PERSPECTA INC. 4019409 4019409 STRATEGIC HEALTHCARE INVESTMENT 1600089 1600089 368191029 368191029 0 0 LIMITED PARTNERSHIPS FMV 11990840 11990840 OFFICE FURNITURE AND EQUIPMENT 2580992 2316117 264875 264875 COMPUTER HARDWARE/SOFTWARE 453958 453391 567 567 LIBRARY 9077 9077 0 LAND 15418800 0 15418800 15418800 BUILDING 180110929 19962063 160148866 160148866 GENERAL LEGAL FEES 69902 2097 0 65441 ASSETS HELD FOR CHARITABLE PURPOSES 10154306 8547825 8547825 ART AND FILM COLLECTIONS 21769459 21939689 21939689 UNREALIZED LOSS 31320725 PHOTOCOPYING 1606 0 0 1606 INSURANCE 227787 6834 0 220953 COMPUTER EXPENSES 351874 0 0 381686 BOOKS & SUBSCRIPTIONS 47786 0 0 47786 MISCELLANEOUS EXPENSES 3724 0 0 3728 STORAGE COSTS 93004 0 0 93004 MEMBERSHIPS & DUES 9903 0 0 9903 ADVERTISING 33457 0 0 33447 SUPPLIES & POSTAGE 65943 0 0 69098 CONTRACTORS 332508 0 0 333350 BOOK DISTRIBUTION 56419 0 45732 0 STAFF DEVELOPMENT 11768 0 0 11768 OPERATING EXPENSES 0 0 0 8500 GRANT RECOVERY 11975 0 DEFERRED EXCISE TAX CREDIT 156362 0 DEFERRED TAXES 3902490 2232120 CONSULTANTS/RESEARCHERS 3451780 0 41419 3478524 INVESTMENT CUSTODY FEES 135610 135610 0 0 MUSIC EDITING 166613 0 0 163461 CA FILING FEES 205 0 0 205 MA FILING FEES 500 0 0 500 SALES TAX/PROPERTY TAX 132756 0 0 132772