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ALMA DEUTSCHERS CINDERELLA 100000 OPERA SAN JOSE 2149 PARAGON DRIVE SAN JOSE CA 95131 PC SUPPORT FOR PRODUCTION OF ALMA DEUTSCHERS CINDERELLA 200000 OPERA SAN JOSE 2149 PARAGON DRIVE SAN JOSE CA 95131 PC SUPPORT FOR PRODUCTION OF MOZARTS COSI FAN TUTTE 150000 OPERA SAN JOSE 2149 PARAGON DRIVE SAN JOSE CA 95131 PC SUPPORT FOR PRODUCTION OF ALMA DEUTSCHERS CINDERELLA 500000 REGENTS OF THE UNIVERSITY OF CALIFORNIA UCLA FILM ARCHIVE 1015 NORTH CAHUENGA BOULEVARD HOLLYWOOD CA 90038 PC SUPPORT FOR THE UCLA FILM AND TELEVISION ARCHIVE COLLECTION SERVICES 300000 REGENTS OF THE UNIVERSITY OF CALIFORNIA UCLA FILM ARCHIVE 1015 NORTH CAHUENGA BOULEVARD HOLLYWOOD CA 90038 PC SUPPORT FOR THE UCLA FILM LAB 100000 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 216146 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 250000 REGENTS OF THE UNIVERSITY OF CALIFORNIA UCLA FILM ARCHIVE 1015 NORTH CAHUENGA BOULEVARD HOLLYWOOD CA 90038 PC SUPPORT FOR UCLA FILM LAB PRESERVATION AND RESTORATION PROJECTS 250000 REGENTS OF THE UNIVERSITY OF CALIFORNIA UCLA FILM ARCHIVE 1015 NORTH CAHUENGA BOULEVARD HOLLYWOOD CA 90038 PC GENERAL SUPPORT FOR FILM PRESERVATION ACTIVITIES 250000 REGENTS OF THE UNIVERSITY OF CALIFORNIA OFFICE OF RESEARCH 3227 CHEADLE HALL UC SANTA BARBARA SANTA BARBARA CA 93106 PC SUPPORT FOR THE AMERICAN DISCOGRAPHY PROJECT 500000 SAXON ACADEMY OF SCIENCES KARL-TAUCHNITZSTRASSE 1 LEIPZIG GM 04107 NC SUPPORT FOR THE BACH-REPERTORIUM RESEARCH PROJECT 220000 STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 POF STANFORD THEATRE GENERAL OPERATING EXPENSES 250000 STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 POF DEPOSIT FOR REPAIRS AT THE STANFORD THEATRE 325000 STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 POF FINAL PAYMENT FOR REPAIRS AT THE STANFORD THEATRE 325000 STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 POF STANFORD THEATRE GENERAL OPERATING EXPENSES 200000 SYMPHONY SILICON VALLEY PO BOX 790 SAN JOSE CA 95106 PC SUPPORT OF ALMA DEUTSCHERS VIOLIN CONCERTO PERFORMANCES AT THE CALIFORNIA THEATRE 50000 UNIVERSITY OF TEXAS AT AUSTIN OFFICE OF SPONSORED PROJECTS PO BOX 7726 AUSTIN TX 78713 PC SUPPORT FOR THE INSTITUTE OF CLASSICAL ARCHAEOLOGY FOR 2018 200000 AMERICAN FRIENDS OF LOVEITALY 555 13TH STREET WASHINGTON DC 20004 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 BENEFICENT TECHNOLOGY 480 S CALIFORNIA AVENUE SUITE 201 PALO ALTO CA 94306 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 30000 CHARTWELL SCHOOL 2511 NUMA WATSON ROAD SEASIDE CA 93955 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 15000 MARLBORO SCHOOL OF MUSIC INC 1528 WALNUT STREET SUITE 301 PHILADELPHIA PA 19102 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 15000 9848747 BOSTON EARLY MUSIC FESTIVAL 43 THORNDIKE STREET SUITE 302 CAMBRIDGE MA 02141 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 10000 AMERICAN FRIENDS OF LEIPZIG BACH-ARCHIV 11A MOUNT AUBURN STREET CAMBRIDGE MA 02138 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 7500 CHAPEL HILL-CARRBORO PUBLIC SCHOOL FOUNDATION PO BOX 877 CARRBORO NC 27510 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 3000 BENEFICENT TECHNOLOGY 480 S CALIFORNIA AVENUE SUITE 201 PALO ALTO CA 94306 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 30000 AMERICAN FRIENDS OF LOVEITALY 671 MENLO OAKS DRIVE MENLO PARK CA 94025 PC DIRECTOR MATCHING GRANT FOR GENERAL SUPPORT 30000 80500 BOOK AND FACSIMILE SALES 76588 14 1476303 14 3233810 18 82375050 0 87085163 76588 87161751 1A 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 93305 2799 90506 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 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 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 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 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 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 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. 202691 NONE 2014,2015,2016,2017 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 2014-02-07 137000 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 137000 NONE 2015,2016,2017 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. 91997 NONE 2016,2017 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. 12723 NONE 2017 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. 0 NONE NO REPORT DUE IN 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. 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 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. 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 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. 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 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. BRITISH SCHOOL AT ROME VIA GRAMSCI 61 ROME IT 00197 2006-12-27 2000000 CONSERVATION OF THE ANCIENT ROMAN TOWN OF HERCULANEUM. 2000000 NONE 2007,2008,2010,2011,2012,2013,2014,2015,2016 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. BRITISH SCHOOL AT ROME VIA GRAMSCI 61 ROME IT 00197 2008-01-23 3400000 CONSERVATION OF THE ANCIENT ROMAN TOWN OF HERCULANEUM. 3400000 NONE 2009,2010,2011,2012,2013,2014,2015,2016 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. BRITISH SCHOOL AT ROME VIA GRAMSCI 61 ROME IT 00197 2012-12-12 1000000 CONSERVATION OF THE ANCIENT ROMAN TOWN OF HERCULANEUM. 1000000 NONE 2013,2014,2015,2016 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. BRITISH SCHOOL AT ROME VIA GRAMSCI 61 ROME IT 00197 2015-04-15 100000 STAFFING EXPENSES FOR EXTENDED LIBRARY HOURS. 21713 NONE 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. BUTRINT FOUNDATION 64A THE CLOSE NORWICH UK NR1 4DH 2009-02-11 500000 EXCAVATION OF THE ANCIENT CITY OF BUTRINT IN ALBANIA. 500000 NONE 2009,2010,2011,2013,2014,2015,2016,2017 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. BUTRINT FOUNDATION 64A THE CLOSE NORWICH UK NR1 4DH 2012-02-08 550000 ACTIVITIES OF THE ALBANIAN HERITAGE FNDN AND GJIROKASTRA CONSERVATION & DEVELOPMENT ORGANIZATION. 550000 NONE 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. INTERNATIONAL MOZARTEUM FOUNDATION SCHWARZSTRASSE 26 SALZBURG AU 5020 2001-11-30 3000000 SUPPORT FOR ENDOWMENT OF A DIGITAL EDITION OF MOZART. 763582 NONE 2002,2003,2004,2005,2006,2007,2008,2009,2010,2011,2012,2013,2014,2015,2016, 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 2007-03-06 2000000 SUPPORT FOR CREATION OF A DIGITAL EDITION OF MOZART. 2000000 NONE 2007,2008,2009,2010,2011,2012,2013,2014,2015,2016,2017 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 2008-12-08 62500 RENOVATION TO PROVIDE ADDITIONAL STORAGE SPACE FOR LIBRARY. 62500 NONE 2009,2010,2011,2012,2013,2014,2015,2016,2017 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 2014-09-19 1000000 SUPPORT FOR THE DIGITAL MOZART EDITION. 1000000 NONE 2015,2016,2017 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 2015-10-02 1750000 SUPPORT FOR THE DIGITAL MOZART EDITION. 1320680 NONE 2015,2016,2017 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 2017-05-19 2000000 SUPPORT FOR THE DIGITAL MOZART EDITION. 0 NONE NO REPORT DUE IN 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. 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 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 2014-12-29 4000000 SUPPORT FOR VIA MARE PROJECT. 4000000 NONE 2014,2015,2016,2017 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 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 2016-07-20 1110000 CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. 1110000 NONE 2016,2017 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 2017-03-03 500000 CONSERVATION AND RELATED ACTIVITIES AT HERCULANEUM. 496008 NONE 2017 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. 409159 NONE 2017 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, 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 2015-11-20 170000 BACH-REPERTORIUM RESEARCH PROJECT. 170000 NONE 2016,2017 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 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. 0 NONE NO REPORT DUE IN 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 2016-10-07 250000 STANFORD THEATRE GENERAL OPERATING EXPENSES. 250000 NONE 2016,2017 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 2017-03-06 250000 STANFORD THEATRE GENERAL OPERATING EXPENSES. 250000 NONE 2017 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 STANFORD THEATRE GENERAL OPERATING EXPENSES. 325000 NONE 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. UNIVERSITY OF WESTERN AUSTRALIA RESEARCH GRANTS OFFICE M459 35 STIRLING HIGHWAY CRAWLEY AS WA 6009 2015-04-14 250000 AERIAL PHOTOGRAPHIC ARCHIVE FOR ARCHAEOLOGY IN THE MIDDLE EAST. 219761 NONE 2016,2017 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 WRZBURG GM 97070 2014-01-13 240000 MOZART LETTERS TRANSLATION PROJECT. 84531 NONE 2015,2016 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. FORM 990-PF, PART VII-B, LINE 1 (3) AND (4) THE LAW FIRMS OF FINCH MONTGOMERY WRIGHT LLP AND FINCH MONTGOMERY WRIGHT PC, 350 CAMBRIDGE AVENUE, SUITE 175, PALO ALTO, CA 94306, WERE PAID $38,781 FOR LEGAL SERVICES AND REIMBURSEMENT OF RELATED EXPENSES TO THE FOUNDATION IN 2017. BARBARA P. WRIGHT IS AN OFFICER, SECRETARY OF THE FOUNDATION, AND IS A PARTNER OR OWNER OF THE LAW FIRMS. 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 $4,600,000EXCESS 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 REGUALTION SECTION 1.351-3(A)(1) THE TRANSFEREE CORPORATION IS BLACKSTONE REAL ESTATE VII 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 $270,483 AND AN AGGREGATE BASIS OF $270,483 IMMEDIATELY BEFORE THE EXCHANGE. PROPERTY TRANSFERRED: CASHDATE: VARIOUSFAIR MARKET VALUE: $270,483AGGREGATE BASIS: $270,483(4) NO PRIVATE LETTER RULINGS WERE ISSUED IN CONNECTION WITH THE SECTION 351 EXCHANGE. STATEMENT FILED PURSUANT TO TREASURY REGULATION SECTION 1.351-3(A) STATEMENT FILED PURSUANT TO TREASURY REGUALTION 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 $351,526 AND AN AGGREGATE BASIS OF $351,526 IMMEDIATELY BEFORE THE EXCHANGE. PROPERTY TRANSFERRED: CASHDATE: VARIOUSFAIR MARKET VALUE: $351,526AGGREGATE BASIS: $351,526(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: BLACKSTONE REAL ESTATE VII PRIVATE INVESTORS, L.P. ADDRESS: C/O INTERTRUST TRUSTEES CAYMAN LIMITED, P.O. BOX 1034, HARBOUR PLACE, 4TH FLOOR, 103 SOUTH CHURCH STREET, GRAND CAYMAN KY1-1102 (2) DURING THE YEAR ENDED DECEMBER 31, 2017, THE PACKARD HUMANITIES INSTITUTE TRANSFERRED $270,483 TO BLACKSTONE REAL ESTATE VII PRIVATE INVESTORS, L.P.(3) IN THE TAXABLE YEAR ENDED DECEMBER 31, 2017, THE PACKARD HUMANITIES INSTITUTE, A U.S. PERSON, CONTRIBUTED CASH TO BLACKSTONE REAL ESTATE VII PRIVATE 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 TO BE LEASED: NONE (V) PROPERTY TO BE SOLD: NONE (VI) TRANSFERS TO FSCS: NONE (VII) TAINTED PROPERTY: NONE (VIII) FOREIGN LOSS BRANCH: NONE (IX) OTHER INTANGIBLES: NONE (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 BLACKSTONE REAL ESTATE VII PRIVATE INVESTORS, L.P., IS NOT A TRANSFER OF ASSETS DESCRIBED IN I.R.C. SECTION 361(A) OR (B). 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, 2017, THE PACKARD HUMANITIES INSTITUTE TRANSFERRED $351,526 TO RIVERSTONE GLOBAL ENERGY AND POWER PRIVATE INVESTORS, L.P.(3) IN THE TAXABLE YEAR ENDED DECEMBER 31, 2017, 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 TO BE LEASED: NONE (V) PROPERTY TO BE SOLD: NONE (VI) TRANSFERS TO FSCS: NONE (VII) TAINTED PROPERTY: NONE (VIII) FOREIGN LOSS BRANCH: NONE (IX) OTHER INTANGIBLES: NONE (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 47241576 47241576 HEWLETT PACKARD CO 37180347 37180347 EXCHANGE TRADED FUNDS 43289367 43289367 TWITTER, INC 6604551 6604551 KEYSIGHT TECHNOLOGIES, INC 29345222 29345222 HEWLETT PACKARD ENTERPRISE 25412174 25412174 DXC TECHNOLOGY 28853396 28853396 FOCUS INTERNATIONAL 8163008 8163008 SPDR S&P 500 OPTIONS 467500 467500 276346000 276346000 0 0 LIMITED PARTNERSHIPS FMV 22076036 22076036 OFFICE FURNITURE AND EQUIPMENT 2354368 1773544 580824 580824 COMPUTER HARDWARE/SOFTWARE 1328200 1237593 90607 90607 LIBRARY 9077 9077 0 LAND 15418800 0 15418800 15418800 BUILDING 179166764 12704668 166462096 166462096 GENERAL LEGAL FEES 90401 2712 88873 ASSETS HELD FOR CHARITABLE PURPOSES 9500840 10154306 10154306 ART AND FILM COLLECTIONS 21011856 21472339 21472339 UNREALIZED LOSS 28051375 PHOTOCOPYING 285 0 285 INSURANCE 235881 7076 228804 COMPUTER EXPENSES 330622 0 346082 BOOKS & SUBSCRIPTIONS 13774 0 13766 MISCELLANEOUS EXPENSES 2149 0 2149 STORAGE COSTS 59161 0 59161 MEMBERSHIPS & DUES 7862 0 7862 ADVERTISING 43596 0 43113 SUPPLIES & POSTAGE 66991 0 65995 CONTRACTORS 19547 0 19099 BOOK DISTRIBUTION 55788 0 57342 STAFF DEVELOPMENT 11358 0 11358 BOOK AND FACSIMILE COST OF SALES 195462 76588 120560 MOVING EXPENSES 14513 0 14513 OPERATING EXPENSES 0 0 8013 BOOK AND FACSIMILE SALES 76588 76588 76588 DEFERRED TAXES 4502113 3918630 CONSULTANTS/RESEARCHERS 1415128 0 965266 INVESTMENT CUSTODY FEES 96117 96117 0 MUSIC EDITING 157485 0 151101 CA FILING FEES 207 0 207 MA FILING FEES 609 0 609 EXCISE TAX 1155499 0 0 SALES TAX/PROPERTY TAX 118725 0 118740