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P 2024-12-31 2138021 -2138021 -2138021 JP MORGAN BLACKSTONE - DISTRIBUTIONS IN EXCESS OF BASIS P 2012-07-08 2024-12-31 42285 42285 42285 JP MORGAN CHINA - DISTRIBUTIONS IN EXCESS OF BASIS P 2012-04-27 2024-12-31 368026 368026 368026 REAL ESTATE P 2000-04-30 2024-05-17 3550000 2438118 1111882 1111882 -615828 174335 0 174335 0 174335 219593 0 50000 0 269593 X 0 95258 95258 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 1 UK 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 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 191385 77567 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 WILKINS POE 300 SECOND ST LOS ALTOS CA 94022 EDITOR-PROGRAMMER 40.00 217132 83139 0 PATRICK LOUGHNEY 26155 ROCKWELL CANYON ROAD SANTA CLARITA CA 91355 DIRECTOR 40.00 213900 35331 0 BRUCE NICHOLS 26155 ROCKWELL CANYON ROAD SANTA CLARITA CA 91355 PROGRAM MANAGER 40.00 152861 71370 0 PAUL CORNEILSON 11-A MT AUBURN STREET CAMBRIDGE MA 02138 MANAGING EDITOR 40.00 143518 67327 0 HOWARD TITZEL 26155 ROCKWELL CANYON ROAD SANTA CLARITA CA 91355 FACILITIES MANAGER; 40.00 162878 31183 0 31 JP MORGAN CHASE BANK NA 270 PARK AVENUE NEW YORK NY 100172014 INVESTMENT SERVICES 986993 IWAMOTOSCOTT ARCHITECTURE LLP 128 TEXAS STREET SAN FRANCISCO CA 94107 ARCHITECT 828452 BAR ARCHITECTS 77 GEARY STREET SUITE 200 SAN FRANCISCO CA 94108 ARCHITECT 487445 INTERPLAN SECONDA SRL VIA MICHELANGELO SCHIPA 100 NAPOLI IT 80122 ARCHITECT 467133 SOPHILOS EE 40 FRAGKOPOULOU KIFISSIA GR 14561 RECORDING SYSTEM DEVELOMENT 178684 5 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) 1636829 CONSTRUCTION COSTS AND OPERATING COSTS FOR THE PHI STOA IN SANTA CLARITA, CA 3959065 FILM PRESERVATION AND DIGITIZATION PROJECTS 3413841 COSTS FOR THE PROJECT AT THE HERCULANEUM 2630863 0 109133068 245651197 351479403 706263668 0 0 706263668 10593955 695669713 34783486 34783486 174335 174335 34609151 2544921 37154072 0 37154072 15908464 0 467052 16375516 37154072 11220249 0 0 16375516 11220249 0 0 5155267 0 0 0 0 0 0 0 0 31998805 0 0 0 X AMERICAN SCHOOL IN ATHENS 52 SOUIDIAS STREET ATHENS GR 106 76 PC TO SUPPORT THE AGORA EXCAVATIONS POJECT 312000 GEORGE EASTMAN MUSEUM MOTION PICTURE DEPARTMENT ROCHESTER NY 14607 PC TO SUPPORT FUNDING OF STAFFING POSITIONS 87040 IRISH INSTITUTE OF HELLENIC STUDIES ATHENS TRINITY COLLEGE DUBLIN DUBLIN EI 2 NC TO SUPPORT THE PURCHASE OF BUILDING TO HOUSE THE IRISH ISNTITUTE 1400000 LEIDEN UNIVERSITY RAPENBURG 70 LEIDEN NL 2311 EZ NC TO SUPPORT FOR THE STUDY OF THE HINTERLAND OF MEDIEVAL CHALKIDA 250000 STANFORD THEATRE FOUNDATION 301 SECOND STREET LOS ALTOS CA 94032 POF TO SUPPORT STANFORD THEATRE BUILDING REFURBISHMENT 1000000 STANFORD THEATRE FOUNDATION 302 SECOND STREET LOS ALTOS CA 94033 POF TO SUPPORT STANFORD THEATRE GENERAL OPERATING EXPENSES. 200000 UCLA FILM ARCHIVE 26155 ROCKWELL CANYON ROAD SANTA CLARITA CA 91355 PC TO SOF COLLECTION SERVICES STAFF SALARIES AND BENEFITS 100000 UNIVERSITY OF OXFORD WELLINGTON SQUARE OXFORD OXFORDSHIRE UK OX1 2JD NC CHARITABLE DONATION 320000 3669040 HARVARD UNIVERSITY MASSACHUSETTS HALL CAMBRIDGE MA 02138 PC TO SUPPORT HARVARD UNIVERSITY I TATTI RENAISSANCE LIBRARY 290000 UNIVERSITY OF PENNSYLVANIA PHILADELPHIA PHILADELPHIA PA 19104 PC TO SUPPORT MIDDLE TIBER VALLEY PROJECT 520000 810000 14 39101 14 14163091 18 2031566 0 16233758 0 16233758 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 0 0 0 0 0 0 0 0 0 0 AUDIT/TAX SERVICES 130843 3925 0 142535 BACH ARCHIVE LEIPZIG THOMASKIRCHHOF 15-16 LEIPZIG GM 04109 2015-04-08 110500 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 104773 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 117000 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 117000 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 153800 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 112134 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 140000 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 135567 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 140000 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 140000 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 155000 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 108198 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 40000 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 40000 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 2500000 RENOVATION OF BSA KNOSSOS RESEARCH CENTRE. 331067 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 3000000 SUPPORT FOR CREATION OF A DIGITAL EDITION OF MOZART. 304753 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 1700000 SUPPORT FOR CREATION OF A DIGITAL EDITION OF MOZART. 1700000 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 1100000 SUPPORT FOR CREATION OF A DIGITAL EDITION OF MOZART. 791803 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 540000 CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. 540000 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 880000 CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. 880000 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 140000 SUPPORT AUDITING, ADMINISTRATIVE AND LEGAL COSTS. 140000 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 132000 SUPPORT AUDITING, ADMINISTRATIVE AND LEGAL COSTS. 51953 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 1300000 SUPPORT AUDITING, ADMINISTRATIVE AND LEGAL COSTS. 1297333 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 330000 SUPPORT AUDITING, ADMINISTRATIVE AND LEGAL COSTS. 330000 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 250000 SUPPORT AUDITING, ADMINISTRATIVE AND LEGAL COSTS. 67564 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 300 SECOND STREET LOS ALTOS CA 94031 2022-12-26 500000 STANFORD THEATRE BUILDING REFURBISHMENT. 500000 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94031 2022-12-26 300000 STANFORD THEATRE GENERAL OPERATING EXPENSES. 300000 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94031 2023-06-07 1250000 STANFORD THEATRE BUILDING REFURBISHMENT. 1250000 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94031 2023-10-26 750000 STANFORD THEATRE BUILDING REFURBISHMENT. 750000 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. STANFORD THEATRE FOUNDATION 301 SECOND STREET LOS ALTOS CA 94032 2024-05-02 1000000 STANFORD THEATRE BUILDING REFURBISHMENT. 1000000 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 302 SECOND STREET LOS ALTOS CA 94033 2024-05-02 200000 STANFORD THEATRE GENERAL OPERATING EXPENSES. 200000 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. OXFORD UNIVERSITY WELLINGTON SQUARE OXFORD OXFORDSHIR OX12JD OXFORD UK 2021-12-20 420000 SUPPORT THE CULTURES OF KNOWLEDGE PROJECT. 400041 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. OXFORD UNIVERSITY WELLINGTON SQUARE OXFORD OXFORDSHIR OX12JD OXFORD UK 2022-12-14 420000 SUPPORT THE CULTURES OF KNOWLEDGE PROJECT. 401023 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. OXFORD UNIVERSITY WELLINGTON SQUARE OXFORD OXFORDSHIR OX12JD OXFORD UK 2024-12-23 320000 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. DIPYLON SOCIETY 6 OMIROU ST ATHENS GR 105 64 2023-09-04 280000 MAPPING ANCIENT ATHENS. 142817 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 1400000 PURCHASE OF BUILDING TO HOUSE THE IRISH INSTITUTE. 1400000 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 250000 SUPPORT FOR THE STUDY OF THE HINTERLAND OF MEDIEVAL CHALKIDA. 76182 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 300 SECOND STREET LOS ALTOS CA 94031 2022-07-18 250000 STANFORD THEATRE BUILDING REFURBISHMENT 250000 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94031 2022-11-07 200000 STANFORD THEATRE BUILDING REFURBISHMENT 200000 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. 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. 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 $0EXCESS 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. HEWLETT PACKARD CO 18587680 18587680 EXCHANGE TRADED FUNDS 69304338 69304338 HEWLETT PACKARD ENTERPRISE 12162028 12162028 DXC TECHNOLOGY 2478319 2478319 AMEX EXPLORATION INC 763889 763889 ARIANNE PHOSPHATE INC 187500 187500 ARIZONA METALS CORP 1111111 1111111 GROUP ELEVEN RES CORP 287500 287500 K92 MINING INC 2748667 2748667 METALLA ROYALTY & STREAMING 502778 502778 NORTHERN SUPERIOR RES COM NEW 1718750 1718750 NORTHISLE COPPER & GLD INC 427163 427163 RADISSON MNG RES INC CL A 883764 883764 LIMITED PARTNERSHIPS FMV 17671074 17671074 GOLD FMV 207501773 207501773 SILVER FMV 143206588 143206588 SPDR BLOOMBERG 13 MNTH TBILL ETF FMV 297621 297621 OFFICE FURNITURE AND EQUIPMENT 3253088 2845973 407115 407115 COMPUTER HARDWARE/SOFTWARE 495960 495960 0 LIBRARY 9077 9077 0 LAND 14186497 0 14186497 14186497 BUILDING 179237353 37189069 142048284 142048284 GENERAL LEGAL FEES 106867 3206 0 110919 ASSETS HELD FOR CHARITABLE PURPOSES 8547825 8547825 8547825 ART AND FILM COLLECTIONS 22486557 22518383 22518383 PHOTOCOPYING 1304 0 0 1304 INSURANCE 321904 9657 0 312247 COMPUTER EXPENSES 359506 0 0 393497 BOOKS & SUBSCRIPTIONS 9507 0 0 9507 MISCELLANEOUS EXPENSES 2881 0 0 2901 STORAGE COSTS 59001 0 0 59001 MEMBERSHIPS & DUES 3098 0 0 3098 ADVERTISING 41852 0 0 40952 SUPPLIES & POSTAGE 52324 0 0 52667 CONTRACTORS 514213 0 0 497222 STAFF DEVELOPMENT 2025 0 0 2025 PRINTING COST FOR BOOKS 182759 0 0 189109 PARTNERSHIP EXPENSES 0 571802 0 0 EQUIPMENT MAINTENANCE & REPAIRS 1357 0 0 1357 OPERATING EXPENSES 0 0 0 7079 PARTNERSHIP INCOME 0 66880 UNREALIZED GAIN 70013280 DEFERRED TAXES 1835025 2895413 CONSULTANTS/RESEARCHERS 3253249 0 0 3103969 INVESTMENT CUSTODY FEES 986993 986993 0 0 MUSIC EDITING 63641 0 0 59212 PHOTOGRAPHY 62 0 0 62 PRODUCTION COSTS 134217 0 0 127642 CA FILING FEES 475 0 0 475 MA FILING FEES 1134 0 0 1134 SALES TAX/PROPERTY TAX 129483 0 0 118412 EXCISE TAX 1222124 0 0 0