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Bach and Mozart) and documents (including Greek Inscription) 1887954 FILM PRESERVATION AND DIGITIZATION PROJECTS 1099709 Costs for the project at the Herculaneum 229838 0 270579208 243733416 1009461 515322085 0 0 515322085 7729831 507592254 25379613 25379613 151175 151175 25228438 35941 25264379 0 25264379 18172630 0 1847015 20019645 0 20019645 25264379 0 0 5582659 48176255 60013028 24108848 137880790 20019645 0 0 0 20019645 0 5244734 5244734 132636056 0 0 0 0 0 0 337925 132298131 48176255 60013028 24108848 X AMERICAN SCHOOL OF CLASSICAL STUDIES IN ATHENS 6-8 CHARLTON STREET PRINCETON NJ 08540 pc AGORA EXCAVATIONS PROJECT 280000 BACH ARCHIVE LEIPZIG THOMASKIRCHHOF 15-16 LEIPZIG GM 04109 NC Research, publications, and overall budget for 2016 117000 FOUNDING FATHERS PAPERS INC ROBERTSON HALL/WASHINGTON PROSPECT STREETS PRINCETON UNIVERSITY PRINCETON NJ 08544 PC Founding Father Papers operating expenses 2016-2017 1023000 GEORGE EASTMAN HOUSE MOTION PICTURE DEPARTMENT ROCHESTER NY 14607 PC MOTION PICTURE DEPARTMENT STAFFING 306612 GEORGE EASTMAN HOUSE MOTION PICTURE DEPARTMENT ROCHESTER NY 14607 PC Support for rental & equipment of the Gleason Works Conservation Center 262600 Institute for Advanced Study Einstein Drive PRINCETON NJ 08540 PC Support for the Supplementum Epigraphicum Graecum 180000 ISTITUTO PACKARD PER I BENI CULTURALI VIA PAOLI 25 PISA IT 56126 NC Conservation and related activities at Herculaneum 1110000 Metropolitan Opera Association Inc 30 Lincoln Center Finance Rm 423 New York NY 10023 PC Metropolitan Opera National Council Auditions, San Francisco District 60000 OPERA SAN JOSE 2149 PARAGON DRIVE SAN JOSE CA 95131 PC Support for additional section musicians, rehearsals, and parts rental for the production of The Mar 32000 REGENTS OF THE UNIVERSITY OF CALIFORNIA C/O UCLA FILM ARCHIVE 1015 NORTH CAHUENgA BOULEVARD HOLLYWOOD CA 90038 PC NEWSREEL PREPARATION TECHNICIAN SUPPORT 200000 REGENTS OF THE UNIVERSITY OF CALIFORNIA C/O UCLA FILM ARCHIVE 1015 NORTH CAHUENgA BOULEVARD HOLLYWOOD CA 90038 PC Endowment grant for Newsreel Collection project 5000000 REGENTS OF THE UNIVERSITY OF CALIFORNIA UCSB Office of Research 3227 Cheadle Hall University of Californ Santa Barbara CA 93106 PC Support of American Discography Project 300000 REGENTS OF THE UNIVERSITY OF CALIFORNIA C/O UCLA FILM ARCHIVE 1015 NORTH CAHUENgA BOULEVARD HOLLYWOOD CA 90038 PC Staffing for film lab for calendar year 2015 610600 REGENTS OF THE UNIVERSITY OF CALIFORNIA C/O UCLA FILM ARCHIVE 1015 NORTH CAHUENgA BOULEVARD HOLLYWOOD CA 90038 PC Two staff positions in newsreel preservation for 2016 212300 REGENTS OF THE UNIVERSITY OF CALIFORNIA C/O UCLA FILM ARCHIVE 1015 NORTH CAHUENgA BOULEVARD HOLLYWOOD CA 90038 PC Staffing for Collection Services for 2015 and 2016 200000 REGENTS OF THE UNIVERSITY OF CALIFORNIA C/O UCLA FILM ARCHIVE 1015 NORTH CAHUENgA BOULEVARD HOLLYWOOD CA 90038 PC Staffing for Lab for 2016 600000 SAXON ACADEMY OF SCIENCES KARL-TAUCHNITZSTR 1 LEIPZIG GM 04107 NC SUPPORT FOR THE BACH-REPERTORIUM RESEARCH PROJECT 195000 STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 POF STANFORD THEATRE GENERAL OPERATING EXPENSES 200000 STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 POF Stanford Theatre general operating expenses 250000 UNIVERSITY OF TEXAS AT AUSTIN OFFICE OF SPONSORED PROJECTS PO BOX 7726 AUSTIN TX 78713 PC SUPPORT FOR Institute of classical archaeology 430000 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 COUGAR CRESCENDO CULBRETH BAND BOOSTER CLUB 225 CULBRETH ROAD CHAPEL HILL NC 27516 PC DIRECTOR MATCHING GRANT for GENERAL SUPPORT 750 Society for Classical Studies University of Pennsylvania 220 S 40th Street Suite 201E PHILADELPHIA PA 19104 PC DIRECTOR MATCHING GRANT for GENERAL SUPPORT 15000 THE MARLBORO MUSIC SCHOOL AND FESTIVAL 1528 WALNUT STREET SUITE 301 PHILADELPHIA PA 19102 PC DIRECTOR MATCHING GRANT for GENERAL SUPPORT 15000 American Bach Society 105 College Drive Kenyon College Gambier OH 43022 PC DIRECTOR MATCHING GRANT for GENERAL SUPPORT 15000 American Philosophical Society 104 South Fifth Street PHILADELPHIA PA 19106 PC DIRECTOR MATCHING GRANT for GENERAL SUPPORT 10000 11669862 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 85000 Book and FacsImile Sales 91761 14 8261 14 3778961 18 3977673 property tax refund 0 0 7764895 91761 7856656 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 90474 2714 107766 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 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 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 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 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 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 2010-06-02 282000 Completion of W. F. Bach Edition. 282000 NONE 2011,2013,2014,2015,2016 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. BACH ARCHIVE LEIPZIG THOMASKIRCHHOF 15-16 LEIPZIG GM 04109 2011-03-08 171000 BACH FAMILY RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 171000 NONE 2011,2012,2013,2014,2016 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. BACH ARCHIVE LEIPZIG THOMASKIRCHHOF 15-16 LEIPZIG GM 04109 2013-03-01 229000 Research, publications, library, museum and general operations. 201591 NONE 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. BACH ARCHIVE LEIPZIG THOMASKIRCHHOF 15-16 LEIPZIG GM 04109 2013-07-15 85000 Catalogue of the autograph manuscripts of J.C. Bach. 85000 NONE 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. BACH ARCHIVE LEIPZIG THOMASKIRCHHOF 15-16 LEIPZIG GM 04109 2014-02-07 137000 RESEARCH, PUBLICATIONS, LIBRARY, MUSEUM AND GENERAL OPERATIONS. 104565 NONE 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. BACH ARCHIVE LEIPZIG THOMASKIRCHHOF 15-16 LEIPZIG GM 04109 2015-04-08 110500 Research, publications, library, museum and general operations. 34041 NONE 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. BACH ARCHIVE LEIPZIG THOMASKIRCHHOF 15-16 LEIPZIG GM 04109 2016-07-20 117000 Research, publications, library, museum and general operations. 0 NONE No report due in 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 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, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. BRITISH SCHOOL AT ROME VIA GRAMSCI 61 ROME IT 00197 2002-04-16 425000 Expansion and renovation of the library. 425000 NONE 2002,2003,2004,2005,2007,2008,2009,2010,2011,2012,2013,2014,2016 TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. BRITISH SCHOOL AT ROME VIA GRAMSCI 61 ROME IT 00197 2003-02-28 500000 Renovation of the librARY. 500000 NONE 2004,2005,2007,2008,2009,2010,2011,2012,2013,2014,2016 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. 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, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. BRITISH SCHOOL AT ROME VIA GRAMSCI 61 ROME IT 00197 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, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. BRITISH SCHOOL AT ROME VIA GRAMSCI 61 ROME IT 00197 2011-02-07 132130 Staffing expenses for extended library hours. 132130 NONE 2012,2014,2016 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. 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, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE, AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. BRITISH SCHOOL AT ROME VIA GRAMSCI 61 ROME IT 00197 2015-04-15 100000 Staffing expenses for extended library hours. 21713 NONE 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. BUTRINT FOUNDATION 64A THE CLOSE NORWICH UK NR1 4DH 2008-01-23 1189000 Support for archaeological excavation and study in Albania. 1189000 NONE 2009,2010,2011,2013,2014,2016 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. BUTRINT FOUNDATION 64A THE CLOSE NORWICH UK NR1 4DH 2009-02-11 500000 Excavation of the ancient city of Butrint in Albania. 495733 NONE 2009,2010,2011,2013,2014,2015,2016 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. BUTRINT FOUNDATION 64A THE CLOSE NORWICH UK NR1 4DH 2010-02-03 750000 Activities of the Albanian Heritage Foundation and the Gjirokastra Conservation Organization. 750000 NONE 2010,2011,2013,2014,2016 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. BUTRINT FOUNDATION 64A THE CLOSE NORWICH UK NR1 4DH 2011-02-07 750000 Activities of the Albanian Heritage Fndn and Gjirokastra Conservation & Development Organization. 750000 NONE 2011,2013,2014,2016 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. 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, 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 NEW DIGITAL EDITION OF MOZART. 805478 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 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 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 2012-07-31 720000 Support for the Digital Mozart Edition. 720000 NONE 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 2014-09-19 1000000 Support for the Digital Mozart Edition. 1000000 NONE 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 2015-10-02 1750000 Support for the Digital Mozart Edition. 440918 NONE 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. ISTITUTO PACKARD PER I BENI CULTURALI VIA PAOLI 25 PISA IT 56126 2014-09-16 650000 Conservation and related activities at the ancient Roman town of Herculaneum. 650000 NONE 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. ISTITUTO PACKARD PER I BENI CULTURALI VIA PAOLI 25 PISA IT 56126 2014-12-29 4000000 Support for Via Mare project 2588149 NONE 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. ISTITUTO PACKARD PER I BENI CULTURALI VIA PAOLI 25 PISA IT 56126 2015-05-29 4600000 Funds to purchase land and buildings adjacent to the archaeological site of Herculaneum. 1167830 NONE 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. ISTITUTO PACKARD PER I BENI CULTURALI VIA PAOLI 25 PISA IT 56126 2016-07-20 1110000 Conservation and related activities at Herculaneum. 695243 NONE 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. 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, 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 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, 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 2010-06-11 1000000 CONSERVATION OF HISTORIC VILLAGE ARCHITECTURE AND TRADITIONS IN ROMANIA. 900175 NONE 2011,2012,2013,2014,2016 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. SAXON ACADEMY OF SCIENCES KARL-TAUCHNITZSTR 1 LEIPZIG GM 04107 2004-10-19 162025 RESEARCH AND PUBLICATION CONCERNING MUSIC BY BACH. 162025 NONE 2004,2005,2006,2007,2008,2009,2011,2012,2014,2016 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. SAXON ACADEMY OF SCIENCES KARL-TAUCHNITZSTR 1 LEIPZIG GM 04107 2012-12-10 165000 BACH REPERTORIUM RESEARCH PROJECT. 165000 NONE 2013,2014,2016 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. SAXON ACADEMY OF SCIENCES KARL-TAUCHNITZSTR 1 LEIPZIG GM 04107 2015-11-20 170000 BACH-REPERTORIUM RESEARCH PROJECT. 170000 NONE 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. SAXON ACADEMY OF SCIENCES KARL-TAUCHNITZSTR 1 LEIPZIG GM 04107 2016-11-17 195000 BACH-REPERTORIUM RESEARCH PROJECT. 0 NONE No report due in 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 2013-01-22 250000 STANFORD THEATRE GENERAL OPERATING EXPENSES. 250000 NONE 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 2016-02-10 200000 STANFORD THEATRE GENERAL OPERATING EXPENSES. 200000 NONE 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. STANFORD THEATRE FOUNDATION 300 SECOND STREET LOS ALTOS CA 94022 2016-10-07 250000 Stanford Theatre general operating expenses. 150000 NONE 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. UNIVERSITY OF WESTERN AUSTRALIA RESEARCH GRANTS OFFICE M459 35 STIRLING HIGHWAY CRAWLEY AS WA 6009 2012-05-07 394000 Aerial Photographic Archive for Archaeology in the Middle East. 394000 NONE 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. UNIVERSITY OF WESTERN AUSTRALIA RESEARCH GRANTS OFFICE M459 35 STIRLING HIGHWAY CRAWLEY AS WA 6009 2013-09-17 350000 Aerial Photographic Archive for Archaeology in the Middle East. 350000 NONE 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. 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. 118968 NONE 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. UNIVERSITY OF WURZBURG ZENTRALVERWALTUNG REFERAT V / 4 SANDERRING 2 WURZBURG GM 97070 2014-01-13 240000 Mozart letters translation project. 84531 NONE 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. staNFORD THEATRE FOUNDATION 300 SECOND STREET los ALTOS CA 94022 2015-12-03 roof reparis and other maintenance 100000 nONE 2015,2016 TO THE KNOWLEDGE OF PHI, AND BASED ON THE REPORTS BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR Form 990-PF, Part VII-B, Line 1 (3) and (4) the law firm of finch montgomery wright llp, 350 cambridge avenue, suite 175, palo alto, ca 94306, was paid $53,420 for legal services and reimbursement of related expenses to the foundation in 2016. barbara p. wright is an officer, secretary of the foundation, and is a partner of the 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 $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 $336,613 AND AN AGGREGATE BASIS OF $336,613 IMMEDIATELY BEFORE THE EXCHANGE. PROPERTY TRANSFERRED: CASHDATE: VARIOUSFAIR MARKET VALUE: $336,613AGGREGATE BASIS: $336,613(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 $776,092 AND AN AGGREGATE BASIS OF $776,092 IMMEDIATELY BEFORE THE EXCHANGE. PROPERTY TRANSFERRED: CASHDATE: VARIOUSFAIR MARKET VALUE: $776,092AGGREGATE BASIS: $776,092(4) NO PRIVATE LETTER RULINGS WERE ISSUED IN CONNECTION WITH THE SECTION 351 EXCHANGE. agilent technologies inc 64277324 64277324 hewlett packard co 52523212 52523212 Exchange traded funds 38117445 38117445 TWITTER, INC 4483723 4483723 KEYSIGHT TECHNOLOGIES, INC 25796990 25796990 HEWLEtt packard ENTERPRISE 81899402 81899402 199622000 199622000 0 0 LIMITED PARTNERSHIPS FMV 22243370 22243370 HP INC OTC Option FMV 4493890 4493890 OFFICE FURNITURE AND EQUIPMENT 2281895 1515345 766550 766550 COMPUTER HARDWARE/SOFTWARE 1328200 1131014 197186 197186 LIBRARY 9077 9077 0 LAND 15418800 0 15418800 15418800 BUILDING 179067145 9086829 169980316 169980316 GENERAL LEGAL FEES 90875 2726 90599 ASSETS HELD FOR CHARITABLE PURPOSES 9500840 9500840 9500840 ART AND FILM COLLECTIONS 20557414 21011856 21011856 PHOTOCOPYING 2523 0 2523 INSURANCE 236721 7102 229619 COMPUTER EXPENSES 327872 0 290489 BOOKS & SUBSCRIPTIONS 19865 0 19833 MISCELLANEOUS EXPENSES 2115 0 2178 STORAGE COSTS 39004 0 53468 MEMBERSHIPS & DUES 9163 0 9163 ADVERTISING 49907 0 50936 SUPPLIES & postage 59818 0 62667 CONTRACTORS 26916 0 26343 book distribution 53610 0 51040 STAFF DEVELOPMENT 9858 0 9858 BOOK AND FACSIMILE COST OF SALES 356017 91760 258331 MOVING EXPENSES 10374 0 10374 Operating expenses 0 0 12783 equipment MAINTENANCE & REPAIR 7385 0 7385 property tax refund -35941 0 0 Book and FacsImile Sales 91761 91761 91761 UNREALIZED GAIN 52304144 DEFERRED TAXES 2923881 4502113 CONSULTANTS/RESEARCHERS 729686 0 740686 INVESTMENT CUSTODY FEES 75709 75709 0 MUSIC EDITING 128808 0 128534 CA FILING FEES 232 0 232 MA FILING FEES 609 0 609 excise tax 1732015 0 0