PACKARD HUMANITIES INSTITUTE: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PACKARD HUMANITIES INSTITUTE (EIN 94-3038401)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-03
- IRS object ID
- 202512769349100301
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-03T07:09:19-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $918,496,536 | 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 | $39,101 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,101 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,163,091 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,163,091 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,031,566 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,550,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $55,899 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $55,899 | CostOfGoodsSoldAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $66,880 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,233,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,269,072 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $191,385 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,742 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185,643 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,083,728 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $92,512 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,960,763 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,578,073 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $47,342 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,475,103 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $106,867 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,206 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $110,919 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $130,843 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $142,535 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,438,162 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $986,993 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,290,885 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,353,216 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $120,021 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,736,215 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $2,279,560 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,772 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,291,291 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $103,493 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $90,298 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,551,731 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $581,459 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,571,966 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,553,273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,726,951 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,239,424 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,479,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,669,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,032,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,726,951 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,908,464 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,798,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,542,121 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,096 | CashBOYAmt |
| Cash EOY | $19,055 | CashEOYAmt |
| Cash EOYFMV | $19,055 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $245,707,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $244,929,313 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $244,929,313 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,338,376 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,480,869 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,338,376 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,338,376 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $4,547,671 | InventoriesBOYAmt |
| Inventories EOY | $4,601,861 | InventoriesEOYAmt |
| Inventories EOYFMV | $4,601,861 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $21,020 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $59,284 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $59,284 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $101,623,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $111,163,487 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $111,163,487 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $307,464,283 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $368,677,056 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $368,677,056 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $197,181,975 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,540,079 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $161,302,970 | LandBOYAmt |
| Land EOY | $156,641,896 | LandEOYAmt |
| Land EOYFMV | $156,641,896 | LandEOYFMVAmt |
| Other Assets BOY | $31,034,382 | OtherAssetsBOYAmt |
| Other Assets EOY | $31,066,208 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $31,066,208 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $853,186,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $918,496,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $918,496,536 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $881,254 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,106,621 | AccountsPayableEOYAmt |
| Grants Payable EOY | $810,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,835,025 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,895,413 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,716,279 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,812,034 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $850,469,777 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $913,684,502 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $850,469,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $913,684,502 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $853,186,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $918,496,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $850,469,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,798,555 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,013,280 | OtherIncreasesAmt |
| Subtotal | $913,684,502 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $913,684,502 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1 - TREO VENTURES I, L.P. | P | 2024-12-31 | $2,138,021 | -$2,138,021 | -$2,138,021 | ||
| JP MORGAN BLACKSTONE - DISTRIBUTIONS IN EXCESS OF BASIS | P | 2024-12-31 | $42,285 | $42,285 | 2012-07-08 | $42,285 | |
| JP MORGAN CHINA - DISTRIBUTIONS IN EXCESS OF BASIS | P | 2024-12-31 | $368,026 | $368,026 | 2012-04-27 | $368,026 | |
| REAL ESTATE | P | 2024-05-17 | $2,438,118 | $1,111,882 | $1,111,882 | 2000-04-30 | $3,550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$615,828 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $174,335 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $174,335 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $174,335 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $219,593 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $269,593 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $95,258 | OverpaymentAmt |
| Applied To ES Tax | $95,258 | 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 | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | UK | ForeignCountryCd |
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 (9 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 |
| 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 | $191,385 | $77,567 | $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 |
| 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 | $217,132 | $83,139 | $0 |
| PATRICK LOUGHNEY | ||||||||
| 26155 ROCKWELL CANYON ROAD | SANTA CLARITA | CA | 91355 | DIRECTOR | 40.00 | $213,900 | $35,331 | $0 |
| BRUCE NICHOLS | ||||||||
| 26155 ROCKWELL CANYON ROAD | SANTA CLARITA | CA | 91355 | PROGRAM MANAGER | 40.00 | $152,861 | $71,370 | $0 |
| PAUL CORNEILSON | ||||||||
| 11-A MT AUBURN STREET | CAMBRIDGE | MA | 02138 | MANAGING EDITOR | 40.00 | $143,518 | $67,327 | $0 |
| HOWARD TITZEL | ||||||||
| 26155 ROCKWELL CANYON ROAD | SANTA CLARITA | CA | 91355 | FACILITIES MANAGER; | 40.00 | $162,878 | $31,183 | $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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA | |||||||||
| 270 PARK AVENUE | NEW YORK | NY | 100172014 | INVESTMENT SERVICES | $986,993 | ||||
| IWAMOTOSCOTT ARCHITECTURE LLP | |||||||||
| 128 TEXAS STREET | SAN FRANCISCO | CA | 94107 | ARCHITECT | $828,452 | ||||
| BAR ARCHITECTS | |||||||||
| 77 GEARY STREET SUITE 200 | SAN FRANCISCO | CA | 94108 | ARCHITECT | $487,445 | ||||
| INTERPLAN SECONDA SRL | |||||||||
| ARCHITECT | $467,133 | VIA MICHELANGELO SCHIPA 100 | NAPOLI | IT | 80122 | ||||
| SOPHILOS EE | |||||||||
| RECORDING SYSTEM DEVELOMENT | $178,684 | 40 FRAGKOPOULOU | KIFISSIA | GR | 14561 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | 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 | $1,636,829 | Expenses1Amt |
| Description2 | CONSTRUCTION COSTS AND OPERATING COSTS FOR THE PHI STOA IN SANTA CLARITA, CA | Description2Txt |
| Expenses2 | $3,959,065 | Expenses2Amt |
| Description3 | FILM PRESERVATION AND DIGITIZATION PROJECTS | Description3Txt |
| Expenses3 | $3,413,841 | Expenses3Amt |
| Description4 | COSTS FOR THE PROJECT AT THE HERCULANEUM | Description4Txt |
| Expenses4 | $2,630,863 | 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 | $109,133,068 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $245,651,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $351,479,403 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $706,263,668 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $706,263,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,593,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $695,669,713 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,783,486 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,783,486 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $174,335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $174,335 | TotalTaxAmt |
| Distributable Before Adj | $34,609,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,544,921 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,154,072 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,154,072 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,908,464 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $467,052 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $16,375,516 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,154,072 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,220,249 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,375,516 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,220,249 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,155,267 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $31,998,805 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | 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 (8 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN SCHOOL IN ATHENS | |||||||||||
| 52 SOUIDIAS STREET | ATHENS | GR | 106 76 | PC | TO SUPPORT THE AGORA EXCAVATIONS POJECT | $312,000 | |||||
| GEORGE EASTMAN MUSEUM | |||||||||||
| PC | TO SUPPORT FUNDING OF STAFFING POSITIONS | $87,040 | MOTION PICTURE DEPARTMENT | ROCHESTER | NY | 14607 | |||||
| IRISH INSTITUTE OF HELLENIC STUDIES ATHENS | |||||||||||
| TRINITY COLLEGE DUBLIN | DUBLIN | EI | 2 | NC | TO SUPPORT THE PURCHASE OF BUILDING TO HOUSE THE IRISH ISNTITUTE | $1,400,000 | |||||
| LEIDEN UNIVERSITY | |||||||||||
| RAPENBURG 70 | LEIDEN | NL | 2311 EZ | NC | TO SUPPORT FOR THE STUDY OF THE HINTERLAND OF MEDIEVAL CHALKIDA | $250,000 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||
| POF | TO SUPPORT STANFORD THEATRE BUILDING REFURBISHMENT | $1,000,000 | 301 SECOND STREET | LOS ALTOS | CA | 94032 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||
| POF | TO SUPPORT STANFORD THEATRE GENERAL OPERATING EXPENSES. | $200,000 | 302 SECOND STREET | LOS ALTOS | CA | 94033 | |||||
| UCLA FILM ARCHIVE | |||||||||||
| PC | TO SOF COLLECTION SERVICES STAFF SALARIES AND BENEFITS | $100,000 | 26155 ROCKWELL CANYON ROAD | SANTA CLARITA | CA | 91355 | |||||
| UNIVERSITY OF OXFORD | |||||||||||
| WELLINGTON SQUARE | OXFORD | UK | OX1 2JD | NC | CHARITABLE DONATION | $320,000 | OXFORDSHIRE | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,669,040 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HARVARD UNIVERSITY | ||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | PC | TO SUPPORT HARVARD UNIVERSITY I TATTI RENAISSANCE LIBRARY | $290,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| PHILADELPHIA | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT MIDDLE TIBER VALLEY PROJECT | $520,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $810,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,101 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,163,091 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,031,566 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,233,758 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,233,758 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | 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 | RelationshipStatementTxt |
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 | $130,843 | Amt |
| Net Investment Income | $3,925 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $142,535 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (32 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 | 2015-04-08 | $110,500 | RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. | $104,773 | NONE | 2016,2017,2018,2019,2020,2021,2022,2023,2024 | 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. | $117,000 | NONE | 2017,2018,2019,2020,2021,2022,2023,2024 | 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. | $112,134 | NONE | 2018,2019,2020,2021,2022,2023,2024 | 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. | $135,567 | NONE | 2018,2019,2020,2021,2022,2023,2024 | 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 | 2020-05-04 | $140,000 | RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. | $140,000 | NONE | 2021,2022,2023,2024 | 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 15-17 | LEIPZIG | GM | 04110 | 2021-03-08 | $155,000 | RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. | $108,198 | NONE | 2022,2024 | 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 15-18 | LEIPZIG | GM | 04111 | 2021-11-19 | $40,000 | RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. | $40,000 | NONE | 2022,2023,2024 | 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 OF ATHENS | |||||||||||||||
| 52 SOUIDIAS STREET | ATHENS | GR | 2022-12-19 | $2,500,000 | RENOVATION OF BSA KNOSSOS RESEARCH CENTRE. | $331,067 | NONE | 2023,2024 | 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 CREATION OF A DIGITAL EDITION OF MOZART. | $304,753 | NONE | 2002-2017,2018,2019,2020,2021,2022,2023,2024 | 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 27 | SALZBURG | AU | 5021 | 2021-12-20 | $1,700,000 | SUPPORT FOR CREATION OF A DIGITAL EDITION OF MOZART. | $1,700,000 | NONE | 2022,2023,2024 | 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 27 | SALZBURG | AU | 5021 | 2023-07-20 | $1,100,000 | SUPPORT FOR CREATION OF A DIGITAL EDITION OF MOZART. | $791,803 | NONE | 2024 | 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 | 2022-12-26 | $540,000 | CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. | $540,000 | NONE | 2023,2024 | 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 | 2022-12-27 | $880,000 | CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. | $880,000 | NONE | 2023,2024 | 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 | 2023-03-03 | $140,000 | SUPPORT AUDITING, ADMINISTRATIVE AND LEGAL COSTS. | $140,000 | NONE | 2023,2024 | 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 | 2023-12-22 | $132,000 | SUPPORT AUDITING, ADMINISTRATIVE AND LEGAL COSTS. | $51,953 | NONE | 2024 | 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 | 2023-12-22 | $1,300,000 | SUPPORT AUDITING, ADMINISTRATIVE AND LEGAL COSTS. | $1,297,333 | NONE | 2024 | 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 | 2023-12-22 | $330,000 | SUPPORT AUDITING, ADMINISTRATIVE AND LEGAL COSTS. | $330,000 | NONE | 2024 | 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 | 2023-12-22 | $250,000 | SUPPORT AUDITING, ADMINISTRATIVE AND LEGAL COSTS. | $67,564 | NONE | 2024 | 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 | |||||||||||||||
| 2022-12-26 | $500,000 | STANFORD THEATRE BUILDING REFURBISHMENT. | $500,000 | NONE | 2023,2024 | 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 | 94031 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2022-12-26 | $300,000 | STANFORD THEATRE GENERAL OPERATING EXPENSES. | $300,000 | NONE | 2023,2024 | 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 | 94031 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2023-06-07 | $1,250,000 | STANFORD THEATRE BUILDING REFURBISHMENT. | $1,250,000 | NONE | 2023,2024 | 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 | 94031 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2023-10-26 | $750,000 | STANFORD THEATRE BUILDING REFURBISHMENT. | $750,000 | NONE | 2023,2024 | 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 | 94031 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2024-05-02 | $1,000,000 | STANFORD THEATRE BUILDING REFURBISHMENT. | $1,000,000 | NONE | 2024 | 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. | 301 SECOND STREET | LOS ALTOS | CA | 94032 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2024-05-02 | $200,000 | STANFORD THEATRE GENERAL OPERATING EXPENSES. | $200,000 | NONE | 2024 | 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. | 302 SECOND STREET | LOS ALTOS | CA | 94033 | |||||
| OXFORD UNIVERSITY | |||||||||||||||
| WELLINGTON SQUARE OXFORD OXFORDSHIR | OXFORD | UK | 2021-12-20 | $420,000 | SUPPORT THE CULTURES OF KNOWLEDGE PROJECT. | $400,041 | NONE | 2023,2024 | 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. | OX12JD | |||||
| OXFORD UNIVERSITY | |||||||||||||||
| WELLINGTON SQUARE OXFORD OXFORDSHIR | OXFORD | UK | 2022-12-14 | $420,000 | SUPPORT THE CULTURES OF KNOWLEDGE PROJECT. | $401,023 | NONE | 2023,2024 | 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. | OX12JD | |||||
| OXFORD UNIVERSITY | |||||||||||||||
| WELLINGTON SQUARE OXFORD OXFORDSHIR | OXFORD | UK | 2024-12-23 | $320,000 | SUPPORT THE CULTURES OF KNOWLEDGE PROJECT. | $0 | NONE | NOT YET DUE | 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. | OX12JD | |||||
| DIPYLON SOCIETY | |||||||||||||||
| 6 OMIROU ST | ATHENS | GR | 105 64 | 2023-09-04 | $280,000 | MAPPING ANCIENT ATHENS. | $142,817 | NONE | 2024 | 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. | |||||
| IRISH INSTITUTE OF HELLINIC STUDIES | |||||||||||||||
| TRINITY COLLEGE DUBLIN | DUBLIN | EI | 2024-04-04 | $1,400,000 | PURCHASE OF BUILDING TO HOUSE THE IRISH INSTITUTE. | $1,400,000 | NONE | 2024 | 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. | ||||||
| LEIDEN UNIVERSITY | |||||||||||||||
| RAPENBURG 70 2311 EZ LEIDEN | LEIDEN | NL | 2024-04-12 | $250,000 | SUPPORT FOR THE STUDY OF THE HINTERLAND OF MEDIEVAL CHALKIDA. | $76,182 | NONE | 2024 | 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 | |||||||||||||||
| 2022-07-18 | $250,000 | STANFORD THEATRE BUILDING REFURBISHMENT | $250,000 | NONE | 2022,2023,2024 | 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 | 94031 | |||||
| STANFORD THEATRE FOUNDATION | |||||||||||||||
| 2022-11-07 | $200,000 | STANFORD THEATRE BUILDING REFURBISHMENT | $200,000 | NONE | 2022,2023,2024 | 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 | 94031 | |||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| FORM 990-PF, PART VI-B, LINE 1A(3) AND 1A(4) | THE LAW FIRM OF FINCH MONTGOMERY WRIGHT PC, 350 CAMBRIDGE AVENUE, SUITE 175, PALO ALTO, CA 94306, WAS PAID $46,033 FOR LEGAL SERVICES AND REIMBURSEMENT OF RELATED EXPENSES TO THE FOUNDATION IN 2024. 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 $0EXCESS 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. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HEWLETT PACKARD CO | $18,587,680 | $18,587,680 |
| EXCHANGE TRADED FUNDS | $69,304,338 | $69,304,338 |
| HEWLETT PACKARD ENTERPRISE | $12,162,028 | $12,162,028 |
| DXC TECHNOLOGY | $2,478,319 | $2,478,319 |
| AMEX EXPLORATION INC | $763,889 | $763,889 |
| ARIANNE PHOSPHATE INC | $187,500 | $187,500 |
| ARIZONA METALS CORP | $1,111,111 | $1,111,111 |
| GROUP ELEVEN RES CORP | $287,500 | $287,500 |
| K92 MINING INC | $2,748,667 | $2,748,667 |
| METALLA ROYALTY & STREAMING | $502,778 | $502,778 |
| NORTHERN SUPERIOR RES COM NEW | $1,718,750 | $1,718,750 |
| NORTHISLE COPPER & GLD INC | $427,163 | $427,163 |
| RADISSON MNG RES INC CL A | $883,764 | $883,764 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIPS | FMV | $17,671,074 | $17,671,074 |
| GOLD | FMV | $207,501,773 | $207,501,773 |
| SILVER | FMV | $143,206,588 | $143,206,588 |
| SPDR BLOOMBERG 13 MNTH TBILL ETF | FMV | $297,621 | $297,621 |
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 | $3,253,088 | $2,845,973 | $407,115 | $407,115 |
| COMPUTER HARDWARE/SOFTWARE | $495,960 | $495,960 | $0 | |
| LIBRARY | $9,077 | $9,077 | $0 | |
| LAND | $14,186,497 | $0 | $14,186,497 | $14,186,497 |
| BUILDING | $179,237,353 | $37,189,069 | $142,048,284 | $142,048,284 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL LEGAL FEES | CategoryTxt |
| Legal Fees | $106,867 | LegalFeesAmt |
| Net Investment Income | $3,206 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $110,919 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASSETS HELD FOR CHARITABLE PURPOSES | $8,547,825 | $8,547,825 | $8,547,825 |
| ART AND FILM COLLECTIONS | $22,486,557 | $22,518,383 | $22,518,383 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PHOTOCOPYING | $1,304 | $0 | $0 | $1,304 |
| INSURANCE | $321,904 | $9,657 | $0 | $312,247 |
| COMPUTER EXPENSES | $359,506 | $0 | $0 | $393,497 |
| BOOKS & SUBSCRIPTIONS | $9,507 | $0 | $0 | $9,507 |
| MISCELLANEOUS EXPENSES | $2,881 | $0 | $0 | $2,901 |
| STORAGE COSTS | $59,001 | $0 | $0 | $59,001 |
| MEMBERSHIPS & DUES | $3,098 | $0 | $0 | $3,098 |
| ADVERTISING | $41,852 | $0 | $0 | $40,952 |
| SUPPLIES & POSTAGE | $52,324 | $0 | $0 | $52,667 |
| CONTRACTORS | $514,213 | $0 | $0 | $497,222 |
| STAFF DEVELOPMENT | $2,025 | $0 | $0 | $2,025 |
| PRINTING COST FOR BOOKS | $182,759 | $0 | $0 | $189,109 |
| PARTNERSHIP EXPENSES | $0 | $571,802 | $0 | $0 |
| EQUIPMENT MAINTENANCE & REPAIRS | $1,357 | $0 | $0 | $1,357 |
| OPERATING EXPENSES | $0 | $0 | $0 | $7,079 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $66,880 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $70,013,280 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES | Desc |
| BOY Book Value | $1,835,025 | BOYBookValueAmt |
| EOY Book Value | $2,895,413 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTANTS/RESEARCHERS | $3,253,249 | $0 | $0 | $3,103,969 |
| INVESTMENT CUSTODY FEES | $986,993 | $986,993 | $0 | $0 |
| MUSIC EDITING | $63,641 | $0 | $0 | $59,212 |
| PHOTOGRAPHY | $62 | $0 | $0 | $62 |
| PRODUCTION COSTS | $134,217 | $0 | $0 | $127,642 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CA FILING FEES | $475 | $0 | $0 | $475 |
| MA FILING FEES | $1,134 | $0 | $0 | $1,134 |
| SALES TAX/PROPERTY TAX | $129,483 | $0 | $0 | $118,412 |
| EXCISE TAX | $1,222,124 | $0 | $0 | $0 |