A Return of Private Foundation OMB No 1545-0052 Form G90-PF or Section 4947(a)(1) Nonexempt Charitable Trust Department of the Treasury Treated as a Private Foundation Internal Revenue Service Note . The foundation may be able to use a copy of this return to satisfy state reporting requlr€ 2008 For calendar year 2008 , or tax year beginning , and ending r `hark all that annly n Initial return n Final return n Amended return n Address chance n Name channe Name of foundation A Employer identification number Use the IRS label. Otherwise , ANN & GORDON GETTY FOUNDATION 95-4078340 print Number and street (or P O box number if mai l is not delivered to street address) Room/suite B Telephone number ortype . ONE EMBARCADERO CENTER 1 1050 415-352-4410 See Specific City or town, state, and ZIP code C If exempt i on application is pending , check here Instructions . SAN FRANCISCO CA 94111 D 1. Foreign organizations, check here ► 2. Foreign organizations meeting the 85% test, H Check typ e of or g anization: ® Section 501 ( c )( 3 ) exem pt p rivate foundation check here and attach com p utation P1 Section 4947 (a)( 1 ) nonexem pt charitable trust 0 Other taxable private foundation E If private foundation status was terminated I Fair market value of all assets at end of year J Accounting method: ® Cash 0 Accrual under section 507(b)(1)(A), check here (from Part ll, col. (C), line 16) 0 Other (specify) F If the foundation is in a 60-month termination 111104 14 8 6 16 . (Part 1, column (d) must be on cash basis) under section 507( b )( 1 B), check here lo, 0 Part I Analysis of Revenue and Expenses (a) Revenue and (b ) Net investment (c) Adjusted net (d) Disbursements (The total of amounts in columns (b), (c), and (d) may not for charitable purposes necessarily equal the amounts in column (a)) expenses per books income income (cash basis only) 1 Contributions, gifts, grants, etc., received 19 , 061 , 950 . N / A
2 Check ► = B the foundation is not required to attach Sch B 3 Interest on savings and temporary cash investments 77. 77. Statement 1 a3 4 Dividends and interest from securities 17 , 644. 17 , 644. Statement 2 c C, 5a Gross rents 0 21 b Net rental income or (loss)
6a Net gain or (loss) from sale of assets not on line 10 W 7 Gross sales price for all C b assets on line 8a _ - '-
y 7 Capital gain net income (from Part IV, line 2) 0. ---^ 8 Net short-term capital gain UJ 9 Income modifications O ' Gross sales less returns : 10a and allowances
b Less Cost of goods sold c Gross profit or (loss) M 11 Other income 12 Total Add lines 1 throu g h 11 19 , 079 , 671. 17 , 721. 13 Compensation of officers, directors , trustees, etc 0. 0. 0. 14 Other employee salaries and wages 15 Pension plans, employee benefits N 16a Legal fees a b Accounting fees Stmt 3 11 , 900. 0. 11 , 900. W c Other professional fees Stmt 4 189 , 174. 0. 189 , 174. 17 Interest 18 Taxes Stmt 5 1 , 287. 0. 263. 2 19 Depreciation and depletion 2 , 540. 0. E 20 Occupancy a 21 Travel, conferences, and meetings 17 211. 0 . 17 , 211. C 22 Printing and publications 23 Other expenses Stmt 6 6 , 797. 0. 6 , 797. % 24 Total operating and administrative . expenses . Add lines 13 through 23 228 , 909. 0 . 225 , 345. 0 25 Contributions, gifts, grants paid 18 725 , 509. 18 725 , 509. 26 Total expenses and disbursements. Add lines 24 and 25 18 954 418. 0. 18 950 854. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements 125 , 253. b Net investment income (if negative, enter -0-) 17 7 21. c Adjusted net income (if negative, enter -0-) N / A LHA For Privacy Act and Paperwork Reduction Act Notice , see the instructions. Form 990-PF (2008) 823501 01-02-09
_0 Form 91*10-PF (2008) ANN & GORDON GETTY FOUNDATION 95-4078340 Page 2 Attachedschedulesand amountsinthe description Beginning of year End of year Part II Balance Sheets column should be for end-of-year amounts only (a ) Book Val ue (b) Book Valu e (c) Fair Market Value 1 Cash - non-interest-bearing 9 , 452. 137 , 158. 137 , 158. 2 Savings and temporary cash investments 7 , 560. 7 , 647. 7 , 647. 3 Accounts receivable ► Less: allowance for doubtful accounts ► 4 Pledges receivable ► Less: allowance for doubtful accounts ► 5 Grants receivable 6 Receivables due from officers, directors, trustees, and other disqualified persons
7 Other notes and loans receivable ► Less: allowance for doubtful accounts ► .r(a 8 Inventories for sale or use 9 Prepaid expenses and deferred charges 10a Investments - U.S. and state government obligations b Investments - corporate stock c Investments - corporate bonds
11 Investments - land, buildings , and equipment basis ►
Less accumulated depreciation ► 12 Investments - mortgage loans 13 Investments - other 14 Land, buildings, and equipment: basis ► 7 , 621. depreciation Less accumulated Stmt 8 ► 3 , 810. 6 , 351. 3 , 811. 3 , 811. 15 Other assets (describe ►
16 Total assets (to be com p leted by all filers ) 23 , 363. 148 , 616. 148 , 616. 17 Accounts payable and accrued expenses 18 Grants payable o 19 Deferred revenue
•`= 20 Loans from officers , directors , trustees, and other disqualified persons 21 Mortgages and other notes payable J 22 Other liabilities (describe ►
23 Total liabilities (add lines 17 throu g h 22 ) 0. 0. Foundations that follow SFAS 117, check here ► and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted 25 Temporarily restricted m 26 Permanently restricted r_ Foundations that do not follow SFAS 117 , check here ► EY] LL t and complete lines 27 through 31. 0 W 27 Capital stock, trust principal, or current funds 0. 0 28 Paid-in or capital surplus, or land, bldg., and equipment fund 0. 0 a 29 Retained earnings, accumulated income, endowment, or other funds 23 , 363. 148 , 616. Statement 7 Z 30 Total net assets or fund balances 23 , 363. 148 , 616.
31 Total liabilities and net assetstfund balances 23 , 363. 1 148 , 616. 1 Part III Analysis of Changes in Net Assets or Fund Balances
I Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year's return) 2 Enter amount from Part I, line 27a 3 Other increases not included in line 2 ( itemize) ► 4 Add lines 1, 2, and 3 5 Decreases not included in line 2 (itemize) ► of year (line 4 minus line 5) - Form 990-PF (2008) 823511 01-02-09 Form 930-PF (2008) ANN & GORDON GETTY FOUNDATION 95-4078340 Page 3 Part IV Capital Gains and Losses for Tax on Investment Income (a) List and describe the kind(s) of property sold (e.g., real estate, (b How acquired (c) Date acquired (d) Date sold ^ - Purchase (mo., yr.) 2-story brick warehouse; or common stock, 200 shs. MLC Co. D - Donation day, (mo., day, yr.) la b NONE C d e Depreciation allowed other (e) Gross sales price (f) (g) Cost or basis (h) Gain or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g) a b c d e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col. (h) gain minus (j) Adjusted basis (k) Excess of col. (i) col. (k), but not less than -0-) or (i) F.M.V. as of 12/31/69 as of 12/31/69 over col. (1), if any Losses (from col. (h)) a b c d e If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) If (loss), enter -0- in Part I, line 7 2 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): If gain, also enter in Part I, line 8, column (c). If ( loss ), enter -0- in Part I line 8 3 I Part V I Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes ® No If 'Yes,* the foundation does not qualify under section 4940 (e). Do not complete this part. 1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
Base period years Distribution ratio Calendar year ( or tax year be innin m Adjusted qualifying distributions Net value of nonchantable-use assets (col. (b) divided by col. (c)) 2007 16 002 321. 109 368. 146.316299 2006 19 177 677. 467 293. 41.039941 2005 11 861 715. 121 123. 97.931153 2004 18 169 578. 351 695. 51.662884 2003 14 095 827. 540 966. 26.056771
2 Total of line 1, column (d) 2 363.007048 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years 3 72.601410
4 Enter the net value of noncharitable-use assets for 2008 from Part X, line 5 4 450 , 034.
5 Multiply line 4 by line 3 5 32 , 673 , 103.
6 Enter 1% of net investment income (1% of Part I, line 27b) 6 177.
7 Add lines 5 and 6 7 32 , 673 , 280.
8 Enter qualifying distributions from Part XII, line 4 8 18 , 950 , 854. If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions. 823521 01-02-09 Form 990-PF (2008) Form 990-PF (2008) ANN & GORDON GETTY FOUNDATION 95-4078340 Page 4 Part VI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions) Is Exempt operating foundations described in section 4940(d)(2), check here ► E^j and enter 'N/A* on line 1. Date of ruling letter: ( attach copy of ruling letter if necessary-see instructions) b Domestic foundations that meet the section 4940(e) requirements in Part V, check here ► 0 and enter 1% 1 354. of Part I, line 27b c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b) 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0. 3 Add lines 1 and 2 3 354. 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0. 5 Tax based on investment income . Subtract line 4 from line 3. If zero or less, enter -0- 5 354. 6 Credits/Payments: a 2008 estimated tax payments and 2007 overpayment credited to 2008 6a 1 , 294. b Exempt foreign organizations - tax withheld at source 6b c Tax paid with application for extension of time to file (Form 8868) 6c d Backup withholding erroneously withheld 6d 7 Total credits and payments. Add lines 6a through 6d 7 1 , 294. 8 Enter any penalty for underpayment of estimated tax. Check here E] if Form 2220 is attached 8 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed ► 9 10 Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overpaid ► 10 940. 11 Enter the amount of line 10 to be: Credited to 2009 estimated tax DO, 9 4 0 . Refunded No. 11 0. Part VII-A Statements Regarding Activities la During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in Yesl No any political campaign? b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? X If the answer is "Yes" to Is or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities c Did the foundation file Form 1 120-POL for this year9 d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year: 0- (1) On the foundation. ► $ 0. (2) On foundation managers. $ 0. e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers. ► $ U . Has the foundation engaged in any activities that have not previously been reported to the IRS? If "Yes," attach a detailed description of the activities. 3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes 4a Did the foundation have unrelated business gross income of $1,000 or more during the year? 4a b If 'Yes,* has it filed a tax return on Form 990-T for this year? N/A 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? X If "Yes," attach the statement required by General Instruction T 6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either: • By language in the governing instrument, or • By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument? 7 Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part Il, col. (c), and Part XV. 8a Enter the states to which the foundation reports or with which it is registered (see instructions) ►
b If the answer is 'Yes' to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? If "No, " attach explanation Is the foundation claiming status as a private operating foundation within the meaning of section 4942(I)(3) or 4942(l)(5) for calendar year 2008 or the taxable year beginning in 2008 (see instructions for Part XIV)? If 'Yes,' complete Part XIV
Form 990-PF (2008)
823531 01-02-09 Form 9a0-PF (2008) ANN & GORDON GETTY FOUNDATION 95-4078340 Page 5 Part VII-A Statements Regarding Activities (continued) 11 At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)? If 'Yes, attach schedule (see instructions) 11 X 12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008 12 X 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? 13 X Website address ► N/A 14 The books are in care of ► MATT HALL C/O VALLEJO INVESTMENTS Telephone no. ► 415 - 3 5 2 - 4 410 Located at ► ONE EMBARCEDERO CENTER, # 10 5 0, S. F. , CA ZIP+4 ►9 4111 15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here ► and enter the amount of tax-exem pt interest received or accrued durinthe year 11-1 15 N / A Part VII-B Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the "Yes " column , unless an exception applies. Yes No Is During the year did the foundation (either directly or indirectly): (1) Engage in the sale or exchange, or leasing of property with a disqualified persons 0 Yes ® No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? 0 Yes ®No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified persons ® Yes 0 No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons ® Yes = No (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? = Yes ® No (6) Agree to pay money or property to a government offiaal9 ( Exception Check 'No' if the foundation agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days.) 0 Yes ® No b If any answer is 'Yes' to la(1)-(6), did any of the acts fail to quality under the exceptions described in Regulations section 53.4941 ( d)-3 or in a current notice regarding disaster assistance ( see page 20 of the instructions)? lb X Organizations relying on a current notice regarding disaster assistance check here ► Q c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year beginning in 20089 lc X Taxes on failure to distribute income (section 4942 ) (does not apply for years the foundation was a private operating foundation defined in section 4942(I)(3) or 4942( l)(5)): a At the end of tax year 2008 , did the foundation have any undistributed income ( lines 6d and 6e, Part XIII) for tax year ( s) beginning before 2008? 0 Yes ® No If 'Yes,' list the years ► b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942 (a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? (If applying section 4942 (a)(2) to all years listed , answer 'No' and attach statement - see instructions .) N/A 2b c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? Yes ®No b If 'Yes; did it have excess business holdings in 2008 as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2 ) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943( c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the foundation had excess business holdings in 2008) N/A 3b 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? 4a X b Did the foundation make any investment in a prior year ( but after December 31, 1969 ) that could jeopardize its charitable purpose that had not been removed from ieooardv before the first day of the tax year beoinnina in 20089 4b X Form 990-PF (2008)
823541 01-02-09 Form 990-PF 2008 ANN & GORDON GETTY FOUNDATION 9 5 - 4 0 7 8 3 4 Part.VII- B Statements Regarding Activities for Which Form 4720 May Be Required (continued) 5a-During the year did the foundation pay or incur any amount to: (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? L1 Yes ® No (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? 0 Yes ® No (3) Provide a grant to an individual for travel, study, or other similar purposes? ED Yes ® No (4) Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? 0 Yes ® No (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? 0 Yes ® No b If any answer is 'Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? N/A 5b Organizations relying on a current notice regarding disaster assistance check here ► El c If the answer is 'Yes' to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure responsibility for the grant? N/A 0 Yes 0 No If "Yes," attach the statement required by Regulations section 53.4945-5(d) 6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Yes ® No b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6b If you answered "Yes" to 6b, also file Form 8870 7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? 0 Yes ® No b If yes, did the foundation receive an p roceeds or have any net income attributable to the transaction? N /A 7b Information About Officers, Directors, Trustees, Foundation Managers , Highly Parta VIII Paid Employees , and Contractors I List all officers - directors . trustees. foundation manaaers and their comoensation. Title, and average (c) Compensation (dlContributronsto (e) Expense (b) iplans (a) Name and address hours per week devoted (If not paid, e p endede nee account, other to p osition enter -0 compensaoon allowances GORDON P. GETTY HRMN/PRES/DI ONE EMBARCADERO CENTER , SUITE #1050 SAN FRANCISCO , CA 94111 1.00 0. 0. 0. MATTHEW A. HALL DIRECTOR ONE EMBARCADERO CENTER , SUITE #1050 SAN FRANCISCO , CA 94111 1.00 0. 0. 0. WILLIAM A. NEWSOM DIRECTOR ONE EMBARCADERO CENTER , SUITE #1050 SAN FRANCISCO , CA 94111 1.00 0. 0. 0. LISA DELAN DIRECTOR ONE EMBARCADERO CENTER , SUITE #1050 SAN FRANCISCO , CA 94111 10.00 0. 0. 0. 7 f`nn.nnncafinn of fiuo hinhact_ nnirl amnlnvaae 1nthar than thnsP inr Bided on Iinp 11 If nnne enter "NONE" Title, and average (d)Contribuiionsto (e) Expense (b) e p and deterret plans (a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation account, other devoted to p osition compensation allowances NONE
Total number of other employees paid over $50,000 ► I 0 Form 990-PF (2008)
823551 01-02-09 Form 990-PF (2008) ANN & GORDON GETTY FOUNDATION 95-4078340 Page 7 Information About Officers, Directors , Trustees, Foundation Managers, Highly - Pa1t VIII Paid Employees , and Contracto rs (continued) 3 Five highest-paid independent contractors for professional services . If none, enter "NONE." (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation VALLEJO INVESTMENTS , INC. FINANCIAL & ADMINISTRATIVE SERVI 92 , 842.
Total number of others receivin g over $50,000 for p rofessional services ► 0 Part IX-A Summary of Direct Charitable Activities List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the Expenses number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. 1 N / A
2
3
4
Part IX- B I Summary of Proaram - Related Investments Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount 1 N / A
2
All other program-related investments. See instructions. 3
Total . Add lines 1 throug h 3 0. Form 990-PF (2008)
823581 01-02-09 Form 990-PF (2008) ANN & GORDON GETTY FOUNDATION 95 -4078340 Page 8
_ Part X Minimum Investm e nt Return (All domestic foundations must complete this part . Foreign foundations , see instructions.)
I Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes: a Average monthly fair market value of securities 1a 0. b Average of monthly cash balances lb 456 , 887. c Fair market value of all other assets 1c d Total (add lines la, b, and c) Ild 456 , 887 . e Reduction claimed for blockage or other factors reported on lines la and 1c (attach detailed explanation) le 0. 2 Acquisition indebtedness applicable to line 1 assets 2 0 . 3 Subtract line 2 from line 1 d 3 456 , 887 . 4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 6 , 853 . 5 Net value of noncharitable -use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4 5 450 , 034 . 6 Minimum investment return . Enter 5% of line 5 6 22 .502 . Distributable Amount (see instructions) (Section 4942(j)(3) and (1)(5) private operating foundations and certain Part XI foreign organizations check here ► 0 and do not complete this part.) 1 Minimum investment return from Part X, line 6 2a Tax on investment income for 2008 from Part VI, line 5 b Income tax for 2008. (This does not include the tax from Part VI.) c Add lines 2a and 2b 4. 3 Distributable amount before adjustments. Subtract line 2c from line 1 4 Recoveries of amounts treated as qualifying distributions 5 Add lines 3 and 4 6 Deduction from distributable amount (see instructions)
Part XII Qualifying Distributions (see instructions)
1 Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes: a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 Is 18 , 950 , 854. b Program-related investments - total from Part IX-B 1b 0. 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes 2 3 Amounts set aside for specific charitable projects that satisfy the: a Suitability test (prior IRS approval required) 3a b Cash distribution test (attach the required schedule) 3b 4 Qualifying distributions . Add lines la through 3b. Enter here and on Part V, line 8, and Part XIII, line 4 4 18 , 950 , 854. 5 Foundations that quality under section 4940(e) for the reduced rate of tax on net investment income. Enter 1% of Part I, line 27b 5 0. 6 Adjusted qualifying distributions Subtract line 5 from line 4 6 18 , 950 , 854. Note . The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years. Form 990-PF (2008)
823571 01-02-09 Form 990-PF (2008) ANN & GORDON GETTY FOUNDATION 95-4078340 Page 9 Part XIII Undistributed Income (see instructions)
(a) (b) (c) (d) Corpus Years prior to 2007 2007 2008 1 Distributable amount for 2008 from Part XI, line 7 22 , 148.
2 Undistributed income , if any, as of the end of 2007 a Enter amount for 2007 only 0. b Total for prior years:
3 Excess distributions carryover, if any, to 2008: a From 2003 b From 2004 c From 2005 dFrom2006 16633482. eFrom2007 15997265. f Total of lines 3a through e 2 747. 4 Qualifying distributions for 2008 from Part Xll,line 18,950,854. a Applied to 2007, but not more than line 2a 0. b Applied to undistributed income of prior years (Election required - see instructions) c Treated as distributions out of corpus (Election required - see instructions) d Applied to 2008 distributable amount 22 , 148. e Remaining amount distributed out of corpus 5 Excess distributions carryover applied to 2008 0. (if an amount appears in column (d), the same amount must be shown in column (a) ) 6 Enter the net total of each column as indicated below:
a Corpus Add lines 3f, 4c, and 4e Subtract line 5 1.55 b Prior years' undistributed income. Subtract line 4b from line 2b c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed d Subtract line 6c from line 6b. Taxable amount - see instructions e Undistributed income for 2007. Subtract line 4a from line 2a. Taxable amount - see instr. 0. f Undistributed income for 2008. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2009 0. 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) 8 Excess distributions carryover from 2003 not applied on line 5 or line 7 9 Excess distributions carryover to 2009. Subtract lines 7 and 8 from line 6a 10 Analysis of line 9: a Excess from 2004 b Excess from 2005 c Excess from 2006 683 , 482. d Excess from 2007 15997265.
Form 990-PF (2008) 823581 01-02-09 orm 990-PF 2008 ANN & GORDON GETTY FOUNDATION 9 5 - 4 0 7 8 3 4 0 Page 10 Part XIV Private Operating Foundations (see instructions and Part VII-A, question 9) N / A 1 a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2008, enter the date of the ruling ► b Check box to indicate whether the foundation is a private o eratm foundation described in section 4942 (l)( 3 ) or 4942(1)(5) 2 a Enter the lesser of the adjusted net Tax year Prior 3 years income from Part I or the minimum (a) 2008 (b) 2007 (c) 2006 (d) 2005 (e) Total investment return from Part X for each year listed b 85% of line 2a c Qualifying distributions from Part XII, line 4 for each year listed d Amounts included in line 2c not used directly for active conduct of exempt activities e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c 3 Complete 3a, b, or c for the alternative test relied upon: a Assets' alternative test - enter: (1) Value of all assets (2) Value of assets qualifying under section 4942(j)(3)(B)(i) b Endowment alternative test - enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed c Support" alternative test - enter: (1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) (2) Support from general public and 5 or more exempt organizations as provided in section 4942(I)(3)(B)(ui) (3) Largest amount of support from an exempt organization
Part XV Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any time during the year-see the instructions.) 1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year ( but only if they have contributed more than $5,000). (See section 507(d)(2).) GORDON P. GETTY b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2 Information Regarding Contribution , Grant, Gift, Loan, Scholarship , etc., Programs: for funds. Check here ► ® if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d. a The name, address, and telephone number of the person to whom applications should be addressed:
b The form in which applications should be submitted and information and materials they should include:
c Any submission deadlines:
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors:
823801 01-02-09 Form 990-PF (2008) Form 990-PF (2008) ANN & GORDON GETTY FOUNDATION 9 5 - 4 0 7 Part XV Supplementary Information (continued) 3 Grants and Contributions Paid Durin the Year or A roved for Future Pa ment Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or status of contribution Amount Name and address (home or business) any foundation manager or substantial contributor recipient a Paid dung the year
SEE STATEMENT SEE STMT XV-2, 1-22 PUBLIC -1 12,520,259.
EE STATEMENT SEE STMT XV-3, 1-2 PUBLIC -1 6205250.
Total ► 3a 18 725 509. b Approved for future payment EE STATEMENT MANHATTAN SCHOOL OF MUSIC PUBLIC -1 100,000.
Total ► 3b 1 100,000. 823811 01-02-09 Form 990-PF (2008) Form 990-PF (2008) ANN & GORDON GETTY FOUNDATION 9 5 - 4 0 7 8 3 4 0 Page 12 ' _ Part XVI -A Analysis of Income - Producing Activities
Enter i boss am ou nts u nl ess otherwise indicated . Unrelate d business income Exclu1 ded b y section 512 , 513 , or 514 (e) (a) (b) Exc(u- (d) Related or exempt Business Amount s'on Amount function income 1 Program service revenue : code code a b c d e f 9 Fees and contracts from government agencies 2 Me mbership dues and assessments 3 IntB rest on savings and temporary cash myestments 14 77. 4 Dividends and interest from securities 14 17 , 644. 5 Net rental income or (loss ) from real estate: a Debt-financed property b Not debt-financed property 6 Net rental income or (loss ) from personal pro perty 7 Other investment income 8 Gai n or (loss ) from sales of assets other tha n inventory 9 Net income or ( loss) from special events 10 Gross profit or ( loss) from sales of inventory 11 Ot h er revenue: a b c d e 12 Su btotal. Add columns ( b), (d), and (e) 0. 1 17 7 21 . 0. 13 Total . Add line 12, columns ( b), (d), and (e) 13 17,721. (See worksheet in line 13 instructions to verify calculations.) Part XVI -B Relationship of Activities to the Accomplishment of Exempt Purposes
01-02-09 Form 990-PF (2008) Form 990-PF (2008) ANN & GORDON GETTY FOUNDATION 95-4078340 Pa a 13 Part XVII Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of Yes No the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting foundation to a noncharitable exempt organization of. (1) Cash 11110 ) X (2) Other assets la(2 ) X b Other transactions: (1) Sales of assets to a noncharitable exempt organization 00 111 X (2) Purchases of assets from a noncharitable exempt organization lb ( 2 )1 X (3) Rental of facilities, equipment, or other assets 1b 3 X (4) Reimbursement arrangements lb(4 ) X (5) Loans or loan guarantees lb( 5 ) X (6) Performance of services or membership or fundraising solicitations lb( 6 ) X Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c X If the answer to any of the above is 'Yes; complete the following schedule. Column ( b) should always show the fair market value of the goods, other assets, or services given by the reporting foundation . If the foundation received less than fair market value in any transaction or sharing arrangement, show in
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501 (c) of the Code (other than section 501 ( c)(3)) or in section 527? EJ Yes 0 No b If 'Yes ' complete the followlna schedule. (a) Name of organization (b) Type of organization (c) Description of relationship N / A
Under penalties of perjury, I declare that I have examined thi turn, mciu ing accompanying schedules and statements , and to the best of my knowledge and belief, it is true, correct, and complete Declaration of pre they than tax ri i aced on all information of which preparer has any knowledge
1 /0 Signature of officer /6r stee Preparer's D N signature b a CL 4) Firm's name (oryours WTAS LLC 00 1setltmployed ), ' 633 WEST FIFTH STREET, address,and zlvcode LOS ANGELES , CA 90071
823622 01-02-09 Schedule B Schedule of Contributors OMB No 1545-0047 (Form 990, 990-EZ, - or 990-PF) ► Attach to Form 990, 990-EZ, and 990-PF. Department of the Treasury 2008 Internal Revenue Service Name of the organization Employer identification number
olIZ_nn'alnn Organization type (check one).
Filers of: Section:
Form 990 or 990-EZ 0 501 (c)( ) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation
E] 527 political organization
Form 990-PF ® 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501 (c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. (Note . Only a section 501 (c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions)
General Rule
® For organizations filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one contributor Complete Parts I and II.
Special Rules
For a section 501(c)(3) organization filing Form 990, or Form 990- EZ, that met the 33 1/3% support test of the regulations under sections 509(a)(1)/170(b)(1)(A)(vl), and received from any one contributor, during the year, a contribution of the greater of (1) $5 ,000 or (2) 2% of the amount on Form 990 , Part VIII , line 1 h or 2% of the amount on Form 990-EZ, line 1 . Complete Parts I and II.
For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor , during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious , charitable , scientific , literary, or educational purposes , or the prevention of cruelty to children or animals . Complete Parts I, II, and Ill.
0 For a section 501(c)(7), (8), or (10) organization filing Form 990 , or Form 990- EZ, that received from any one contributor , during the year, some contributions for use exclusively for religious, charitable , etc , purposes , but these contributions did not aggregate to more than $1,000 . (If this box is checked , enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious , charitable , etc., contributions of $5,000 or more during the year.) . . - ► $
Caution . Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990, 990-EZ, or 990-PF), but they must answer "No" on Part IV, line 2 of their Form 990, or check the box in the heading of their Form 990-EZ, or on line 2 of their Form 990-PF, to certify that they do not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions Schedule B (Form 990, 990-EZ, or 990-PF) (2008) for Form 990. These instructions will be issued separately.
823451 12-18-08 Schedulo B of Part I Name of organization Employer identification number
Part I Contributors (see instructions)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution
1 GORDON P. GETTY Person I-XI Payroll Q C/O VALLEJO INV . , INC. $ 19,060,000. Noncash 0 ONE EMBARCADERO CENTER, # 10 5 0 , S . F . , CA (Complete Part II if there 94111 is a noncash contribution)
(a) (b) (c) (d) No. Name , address, and ZIP + 4 Aggregate contributions Type of contribution
2 WHEATLAND FOUNDATION Person Ell Payroll LI C/O VALLEJO INV . , INC. $ 1,950. Noncash ONE EMBARCADERO CENTER, # 10 5 0 , S . F . , CA (Complete Part II if there 94111 is a noncash contribution.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution
Person Payroll Q $ Noncash Q (Complete Part II if there is a noncash contribution)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution
Person 0 Payroll LI $ Noncash LI (Complete Part II if there is a noncash contnbutlon )
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution
Person LI Payroll LI $ Noncash Q (Complete Part II if there is a noncash contribution)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution
Person 0 Payroll Q $ Noncash Q (Complete Part II if there is a noncash contnbution)
823452 12.18- OR Schedule B (Form 990 . 990-EZ . or 990-PF) (2008) A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL AND STATE RETURNS OF A PRIVATE FOUNDATION FOR THE YEAR ENDED DECEMBER 31, 2008
ANN & GORDON GETTY FOUNDATION FORM 990-PF, PART XIII COLUMN A, LINE 7 95-4078340
DECLARATION OF FOUNDATION MANAGER
IN ACCORDANCE WITH REGULATION SECTION 53.4942(a)-3 (c)(2)(iv), THE TAXPAYER ELECTS
TO TREAT 15,950,000 OF THE 2006 EXCESS DISTRIBUTIONS AS A DISTRIBUTION OUT OF
CORPUS TO SATISFY THE 2007 DISTRIBUTION REQUIREMENT UNDER IRC SECTION
170 (b)(1)(E)(ii) AND/OR 4942 (g)(3)(A) SUCH EXCESS DISTRIBUTIONS WERE TREATED
UNDER REGULATION SECTION 53.4942(a)-3(d)(1)(iii) AS DISTRIBUTIONS OUT OF CORPUS
/V -2-z- e--^ - atthew A Hall Date 0^1
STATEMENT XIII-1 A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL AND STATE RETURNS OF A PRIVATE FOUNDATION FOR THE YEAR ENDED DECEMBER 31, 2008
ANN & GORDON GETTY FOUNDATION FORM 990-PF , PART XV, LINE 3a 95-4078340
All grants listed on Statements XV-2 and XV-3 were unrestricted and were made to promote the fields of music , the opera , and the symphony, or to carry out specific charitable, educational , and cultural projects.
STATEMENT XV-1 Check Check zip Date Number Amount Name Street Address City State Code 1/25/2008 12225 $1,000,000 00 San Francisco Conservatory Of Music 50 Oak Street San Francisco CA 94102 Office of Institutional Advancement 3/11/2008 12257 $5,000 00 Mills College 5000 MacArthur Blvd. Oakland CA 94613 3/11/2008 12258 $200,000 00 San Francisco Conservatory Of Music 50 Oak Street San Francisco CA 94102 School of Music and Dance 3/11/2008 12259 $25,000 00 San Francisco State University, School of Music 1600 Holloway Avenue San Francisco CA 94132 Santa Clara University, Dept of Music 3/ 11 /2008 12261 $3,000 00 President - Board of Trustees Santa Clara College 500 El Camino Real Santa Clara CA 95053 UC, Berkeley, Dept of Music 3/11/2008 12262 $40,000 00 Regents of the University of California at Berkeley 104 Morrison Hall # 1200 Berkeley CA 94720-1200 UC, Santa Cruz, Dept of Music 3/11/2008 12263 $8,000 00 UC Santa Cruz Foundation Music Center, 1156 High Street Santa Cruz CA 95064 675 Ygnacio Valley Road 3/11/2008 12265 $6,000 00 Festival Opera Association Inc Suite B215 Walnut Creek CA 94596 3/11/2008 12266 $2,000 00 Goat Hall Productions 400 Missouri Street San Francisco CA 94107 3/11/2008 12267 $15,000 00 Lamplighters Opera West 469 Bryant Street San Francisco CA 94107 3/11/2008 12269 $20,000 00 Opera San Jose Incorporated 2149 Paragon Drive San Jose CA 95131 3/11/2008 12270 $17,500 00 Pocket Opera 469 Bryant Street San Francisco CA 94107 3/1112008 12271 $7,500 00 Sacramento Opera P O Box 161027 Sacramento CA 95816-5755 3/11/2008 12272 $3,500 00 San Francisco Lyric Opera PO Box 590126 San Francisco CA 94159-0126 3/11/2008 12273 $6,000 00 West Bay Opera 221 Lambert Avenue Palo Alto CA 94306 1942 University Avenue 3/11/2008 12274 $16,000 00 Berkeley Symphony Orchestra Suite 207 Berkeley CA 94704 4340 Redwood Highway 3/11/2008 12277 $15,000 00 Mann Symphony Suite 409 San Rafael CA 94903 3/11/2008 12278 $4,000 00 Monterey County Symphony Assn 2560 Garden Road, Suite 101 Monterey CA 93940 3/11/2008 12280 $20,000 00 Oakland East Bay Symphony 400 29th Street, Suite 501 Oakland CA 94609 The Wattis Room 3/11/2008 12281 $750,000 00 San Francisco Symphony Davies Symphony Hall San Francisco CA 94102-4585 3/12/2008 12282 $10,000 00 Tower Foundation of San Jose State University One Washington Square San Jose CA 95192-0184 War Memorial Opera House 3/12/2008 12285 $13,000 00 Merola Opera Program 301 Van Ness Avenue San Francisco CA 94102-4509 3/12/2008 12286 $10,000 00 California Symphony Orchestra, Inc 877 Ygnacio Valley Road, Suite 200 Walnut Creek CA 94596 3/12/2008 12287 $4,000 00 Fremont Symphony Orchestra P O Box 104 Fremont CA 94537 3/12/2008 12288 $2,000 00 Napa Valley Symphony Association, Inc 1100 Lincoln Ave , Ste 108 Napa CA 94558 3/12/2008 12289 $8,000 00 The San Francisco Chamber Singers P.O Box 15576 San Francisco CA 94115-0576 3/12/2008 12290 $5,000 00 American Bach Soloists 44 Page Street, Suite 504 San Francisco CA 94102-5973 One Washington Square 3/12/2008 12291 $7,000 00 American Beethoven Society San Jose State University San Jose CA 95192-0171 3/12/2008 12292 $3,000 00 Association Of California Symphony Orchestras 2755 Cottage Way, # 3 Sacramento CA 95825 3/12/2008 12293 $3,000 00 Bread And Roses Benefit Agency 233 Tamalpais Drive, Suite 100 Corte Madera CA 94925-1415 147 S River Street 3/12/2008 12294 $10,000 00 Cabrillo Festival of Contemporary Music Suite 232 Santa Cruz CA 95060
XV-2 1 OF 20 Check Check Zip- Date Number Amount Name Street Address C State Code Cal Performances, 101 Zellerbach Hall 3/12/2008 12295 $55,000 00 Regents of the University of California at Berkeley University Of California At Berkeley Berkeley CA 94720 3/1212008 12296 $3,000.00 California Bach Society Inc P 0 Box 1526 Palo Alto CA 94302-1526 3/12/2008 12297 $4,500 00 California Revels 337 17th St #207 Oakland CA 94612 953 Industrial Ave 3/12/2008 12298 $3,000 00 Bay Choral Guild Suite 118 Palo Alto CA 94303 3/12/2008 12299 $4,000 00 The Chamber Music Partnership 196 Ripley Street San Francisco CA 94110 3/12/2008 12300 $8,500 00 San Francisco Chanticleer 44 Page St, Suite 604 San Francisco CA 94102 Music Dept 3/12/2008 12301 $3,000 00 Community School Of Music And Arts 230 San Antonio Circle Mountain View CA 94040 3/12/2008 12302 $7,000 00 Composers, Inc PO Box 194552 San Francisco CA 94119-4552 3/12/2008 12303 $6,000.00 Earplay P 0 Box 192125 San Francisco CA 94119-2125 3/12/2008 12304 $3,000 00 Jewish Folk Chorus Of San Francisco PO Box 590987 San Francisco CA 94159 3/12/2008 12305 $1,500 00 New Music Works P O Box 2266 Santa Cruz CA 95063-2266 3/12/2008 12306 $4,500.00 Noontime Concerts 660 California St San Francisco CA 94108 3/12/2008 12307 $3,000 00 Oakland Symphony Chorus 360 Grand Ave, Suite 338 Oakland CA 94610 Old First Concert Series 3/12/2008 12308 $10,000.00 Old First Center for the Arts 1751 Sacramento St San Francisco CA 94109 333 Valencia Street 3/12/2008 12309 $3,000 00 Other Minds Suite 303 San Francisco CA 94103 3/12/2008 12310 $2,000 00 Pacific Mozart Ensemble PO Box 5635 Berkeley CA 94705 3/12/2008 12311 $2,000 00 Pacifica Performances 1220 A Linda Mar Blvd Pacifica CA 94044 3/12/2008 12312 $40,000 00 Philharmonia Baroque Orchestra 180 Redwood Street, Suite 200 San Francisco CA 94102 PMB 344 3/12/2008 12313 $4,000 00 San Francisco Choral Artists 601 Van Ness Ave #E San Francisco CA 94102 236 West Portal 3/12/2008 12314 $5,000 00 San Francisco Choral Society Suite 775 San Francisco CA 94127 3/12/2008 12315 $14,000 00 Community Music Center 544 Capp Street San Francisco CA 94110 55 New Montgomery Street 3/12/2008 12316 $10,000.00 San Francisco Contemporary Music Players Suite 708 San Francisco CA 94105 500 Sutter Street 3/12/2008 12317 $50,000 00 San Francisco Performances, Inc Suite 710 San Francisco CA 94102 3/12/2008 12318 $2,500 00 Cal Poly State University Foundation 1 Grand Ave San Luis Obispo CA 93407 3/12/2008 12319 $10,000 00 California Institute Of The Arts 24700 McBean Parkway Valencia CA 91355 CSU Chico, Dept of Music 3/12/2008 12320 $2,500 00 Chico State University Foundation EC Sapp Hall Chico CA 95929-0155 CSU, Fresno, Dept of Music 3/12/2008 12321 $3,000 00 California State University Fresno Foundation 2380 East Keats Avenue, MS 77 Fresno CA 93740-8024 Department of Music 3/12/2008 12322 $5,000 00 Cal State Fullerton 2600 E Nutwood Ave, Suite 850 Fullerton CA 92831-3112 CSU, Long Beach Opera Institute 3/12/2008 12323 $8,000.00 California State University Long Beach Foundation 1250 Bellflower Blvd. Long Beach CA 90840-2004 CSU, Long Beach, Dept of Music 3/12/2008 12324 $3,000 00 California State University Long Beach Foundation 6300 State University Drive, Suite 332 Long Beach CA 90815 XV-2 2 OF 20 Check Check zip Date Number Amount Name Street Address Citv State Code CSU, Stanislaus, Dept of University Advancement 3/12/2008 12325 $3,000 00 California State University Stanislaus Foundation One University Circle Turlock CA 95382 Dept of Music 3/12/2008 12326 $4,000 00 Occidental College 1600 Campus Road, M-44 Coons Hall Los Angeles CA 90041 Music Department 3/12/2008 12327 $12,000 00 The Colburn School 200 South Grand Avenue Los Angeles CA 90012 School of the Arts and Architecture, Broad Arts Ctr 3/12/2008 12328 $22,500 00 UC, Los Angeles Foundation PO Box 951427 Los Angeles CA 90095-1427 Dept of Music, 900 University Avenue 3/12/2008 12329 $5,000 00 Regents Of The University Of California At Riverside University Of California Riverside Riverside CA 92521 UC, San Diego, Dept of Music 3/12/2008 12330 $17,000 00 Regents Of The University Of California At San Diego 9500 Gilman Drive La Jolla CA 92093-0326 University Of California, Santa Barbara 3/12/2008 12331 $10,000 00 Regents of the University of California Department of Music Santa Barbara CA 93106 3/12/2008 12332 $30,000 00 University Of Southern California 840 w 34th St, MUS 408 Los Angeles CA 90089 3/12/2008 12333 $7,500 00 Long Beach Opera 507 Pacific Ave Long Beach CA 90802 3/12/2008 12334 $250,000 00 Los Angeles Opera Company 135 North Grand Avenue Los Angeles CA 90012 3/12/2008 12335 $30,000 00 Opera Pacific 600 W Warner Ave Santa Ana CA 92707-3347 3/12/2008 12336 $3,000 00 Pacific Repertory Opera P 0 Box 14760 San Luis Obispo CA 93406 1200 Third Avenue 3/12/2008 12337 $40,000 00 San Diego Opera Association 18th Floor, Civic Center Plaza San Diego CA 92101 3/12/2008 12338 $2,000 00 Townsend Opera Players, Inc 605 H Street Modesto CA 94354 2377 West Shaw Avenue 3/12/2008 12339 $5,000 00 Fresno Philharmonic Association Suite 101 Fresno CA 93711 110 W Ocean Blvd 3/12/2008 12340 $10,000 00 Long Beach Symphony Orchestra Suite 22 Long Beach CA 90802-4625 3/12/2008 12341 $200,000 00 Los Angeles Philharmonic Association 151 S Grand Avenue Los Angeles CA 90012-3042 3/12/2008 12342 $5,000 00 Modesto Symphony Orchestra 911 13th Street Modesto CA 95354 117 East Colorado Blvd 3/12/2008 12343 $10,000 00 Pasadena Symphony Association Suite 200 Pasadena CA 91107 3/12/2008 12344 $6,500 00 Riverside County Philharmonic Association, Inc P.O Box 1601 Riverside CA 92502 3/12/2008 12345 $2,500 00 Santa Monica Symphony P 0 Box 3101 Santa Monica CA 90408 3/12/2008 12346 $3,000.00 Stockton Symphony Association 46 W Fremont Street Stockton CA 95202-1955 3/12/2008 12347 $6,000 00 The California Ear Unit Foundation 29654 Driver Ave Castaic CA 91384 3/12/2008 12349 $5,000 00 Chamber Orchestra Of The South Bay Inc P 0 Box 2095 Palos Verdes Peninsula CA 90274 3/12/2008 12351 $2,000 00 Lake Tahoe Music Festival 10775 Pioneer Trail, Suite 210 Truckee CA 96161 530 Searls Ave 3/12/2008 12356 $2,500 00 Music In The Mountains P O Box 1451 Nevada City CA 95959 3/12/2008 12357 $2,000 00 San Diego Chamber Orchestra 11772 Sorrento Valley Road, # 212 San Diego CA 92121 3/12/2008 12358 $5,000 00 Southwest Chamber Music Society 2500 E Colorado Blvd , Mezzanine Pasadena CA 91107 3/12/2008 12359 $7,500 00 Carmel Bach Festival, Inc P O Box 575 Carmel CA 93921
XV-2 3 OF 20 Check Check zip Date Number Amount Name Street Address city State Code 3/12/2008 12360 $3,000 00 Claremont Community School Of Music 951 West Foothill Blvd Claremont CA 91711 3/12/2008 12361 $22,000 00 The Los Angeles Chamber Orchestra Society Inc 355 S Grand Ave, Suite 1630 Los Angeles CA 90071 Los Angeles County Museum of Art, Music Program 3/12/2008 12362 $2,500 00 Museum Associates 5905 Wilshire Blvd Los Angeles CA 90036 3/12/2008 12363 $10,000 00 Los Angeles Master Chorale Association 135 N Grand Ave Los Angeles CA 90012 Summer Concert Series 3/12/2008 12364 $20,000 00 Music Academy Of The West 1070 Fairway Road Santa Barbara CA 93108-2899 3/12/2008 12365 $10,000 00 American Youth Symphony PO Box 641 Santa Monica CA 90401-2396 195 South Beverly Drive 3/12/2008 12366 $6,000 00 Young Musicians Foundation Suite 414 Beverly Hills CA 90212 3/12/2008 12367 $5,000.00 California Youth Symphony 441 California Avenue, #5 Palo Alto CA 94306 3/12/2008 12368 $4,000 00 Cazadero Performing Arts Camp Inc P 0 Box 7908 Berkeley CA 94707 3/12/2008 12369 $25,000.00 The Crowden Music Center 1475 Rose Street Berkeley CA 94702 Malonga Arts Center 3/12/2008 12370 $4,000.00 Oakland Youth Orchestra 1428 Alice Street, # 202M Oakland CA 94612 3/12/2008 12371 $4,000 00 Piedmont Choirs 401-A Highland Avenue Piedmont CA 94611 20 N San Mateo Drive 3/12/2008 12372 $4,000 00 Ragazzi, The Peninsula Boys Chorus Suite 9 San Mateo CA 94401 Virtuoso Program 3/12/2008 12373 $7,500 00 San Domenico School For Girls 1500 Butterfield Road San Anselmo CA 94960-1099 3/12/2008 12374 $15,000 00 San Francisco Boys Chorus 333 Hayes Street San Francisco CA 94102 3/12/2008 12375 $25,000 00 San Francisco Girls Chorus 44 Page Street, Suite 200 San Francisco CA 94102 Youth Orchestra 3/12/2008 12376 $10,000 00 San Francisco Symphony Davies Symphony Hall San Francisco CA 94102-4585 Aaron Copland School of Music 3/12/2008 12377 $5,000 00 Queens College Foundation Inc 65-30 Kissena Boulevard Flushing NY 11367-0904 1140 Boylston Street 3/12/2008 12378 $7,500 00 Berklee College Of Music MS-11401A Boston MA 02215-3693 Brooklyn College, Conservatory of Music 3/12/2008 12379 $7,500 00 Brooklyn College Foundation Inc 2900 Bedford Avenue Brooklyn NY 11210-2889 3/12/2008 12380 $25,000 00 Juilliard School 60 Lincoln Center Plaza New York NY 10023-6588 Louisiana State Univ, School of Music 3/12/2008 12381 $3,000.00 LSU Foundation 3838 West Lakeshore Drive Baton Rouge LA 70808 Dept of Music 3/12/2008 12382 $5,000 00 Loyola University 6363 St Charles Avenue, Campus Box 9 New Orleans LA 70118 3/12/2008 12383 $40,000 00 Manhattan School Of Music 120 Claremont Avenue New York NY 10027 Marines College of Music 3/12/2008 12384 $30,000 00 The New School 55 West 13th Street New York NY 10011 3/12/2008 12385 $10,000 00 New England Conservatory Of Music 290 Huntington Avenue Boston MA 2115 Oberlin College Office of Development 3/12/2008 12386 $20,000 00 Oberlin College 50 West Lorain Street Oberlin OH 44074 1010 Commons Street 3/12/2008 12387 $7,500 00 New Orleans Opera Association Suite 1820 New Orleans LA 70112-2435
XV-2 4 OF 20 . Check Check zip Date Number Amount Name Street Address city State Code New York State Theatre 3/12/2008 12388 $75,000 00 New York City Opera, Inc 20 Lincoln Center New York NY 10023 250 West 54th Street 3/12/2008 12389 $10,000 00 City Grand Opera Society, Inc Suite 807 New York NY 10019 239 West 72nd Street 3112/2008 12390 $12,500 00 Opera Orchestra Of New York Suite 213 New York NY 10023 3/12/2008 12391 $6,000.00 Palm Beach Opera 415 S Olive Avenue West Palm Beach FL 33401 3/12/2008 12392 $8,000 00 Pittsburgh Opera 2425 Liberty Ave Pittsburgh PA 15222 2600 Virginia Avenue NW 3/12/2008 12393 $45,000 00 Washington National Opera Suite 104 Washington DC 20037 3/13/2008 12394 $7,500 00 Albany Symphony Orchestra 19 Clinton Avenue Albany NY 12207 240 West 35th Street 3/13/2008 12395 $7,500 00 American Composers Orchestra Suite 405 New York NY 10001-2506 333 West 39th Street 3/13/2008 12396 $7,500 00 American Symphony Orchestra Suite 1101 New York NY 10018 189 Montague Street 3/13/2008 12397 $20,000 00 Brooklyn Philharmonic Symphony Suite 200A Brooklyn NY 11201
10 Lincoln Center Plaza,Avery Fisher Hall 3/13/2008 12398 $40,000 00 Philharmonic-Symphony Society Of New York Inc 132 West 65th Street New York NY 10023-6970 3/13/2008 12399 $3,500 00 Riverside Symphony 225 West 99th Street New York NY 10025-5014 3/13/2008 12400 $5,000 00 Rochester Philharmonic Orchestra 108 East Avenue Rochester NY 14604 30 West 26th Street 3/13/2008 12401 $5,000 00 American Music Center Suite 1001 New York NY 10010-2011 33 West 60th Street 3/13/2008 12402 $10,000 00 League of American Orchestras 5th Floor New York NY 10023 3/13/2008 12403 $15,000 00 Brooklyn Academy Of Music, Inc 30 Lafayette Avenue Brooklyn NY 11217-1486 3/13/2008 12404 $12,500 00 Concert Association of Florida Inc 1470 Biscayne Blvd Miami FL 33132 3/13/2008 12405 $20,000 00 John F Kennedy Center For The Performing Arts 2700 F Street, NW Washington DC 20566 260 West 72nd Street 3/13/2008 12406 $3,000 00 Joy In Singing Inc Suite 60 New York NY 10023 70 Lincoln Center Plaza 3/13/2008 12407 $30,000 00 Lincoln Center For The Performing Arts Inc 9th Floor New York NY 10023-6583 90 John Street 3/13/2008 12408 $9,000 00 Meet The Composer Suite 312 New York NY 10038 Concert & Lectures Operating Fund 3/13/2008 12409 $5,000 00 Metropolitan Museum of Art 1000 5th Avenue New York NY 10028-0198 3/13/2008 12410 $2,000 00 National Gallery Of Art 2000B South Club Drive Landover MD 20785 3/13/2008 12411 $3,000 00 New York New Music Ensemble 48 Horatio St New York NY 10014 3/13/2008 12412 $4,000 00 New York Philomusica Chamber Ensemble 105 West 73rd Street, Apt # 4C New York NY 10023 Orchestra of St Luke's 3/13/2008 12413 $7,500 00 St Luke's Chamber Ensemble 330 West 42nd St, 9th Floor New York NY 10036 490 Riverside Drive 3/13/2008 12414 $5,000 00 Orpheus Chamber Orchestra, Inc 11th Floor New York NY 10027
XV-2 5OF20 Check Check Zip- Date Number Amount Name Street Address C_ty State Code 140 West 79th Street 3/13/2008 12415 $4,500 00 Pro Musicis Foundation Suite 9F New York NY 10024 2525 Ridgmar Blvd 3/13/2008 12416 $2,000 00 Van Cliburn Foundation Suite 307 Fort Worth TX 76116 3/13/2008 12417 $3,000 00 Corporation of Yaddo P O Box 395 Saratoga Springs NY 12866-0395 3/13/2008 12418 $2,500 00 Civic Light Opera Association 719 Liberty Avenue Pittsburgh PA 15222 Music Program 3/13/2008 12419 $10,000.00 Interlochen Center For The Arts P O. Box 199 Interlochen MI 49643-0199 Society of the Third Street Music School Settlement 3/13/2008 12420 $5,000 00 Inc 235 East 11th Street New York NY 10003-7398 The Wattis Room 4/10/2008 12422 $250,000 00 San Francisco Symphony Davies Symphony Hall San Francisco CA 94102-4585 Dept of Music 4/21/2008 12425 $1,500 00 College of Marin Foundation 835 College Avenue Kentfield CA 94904 Dept of Music 4/21/2008 12426 $10,000 00 Cal State East Bay Educational Foundation 25800 Carlos Bee Blvd Hayward CA 94542-3064 Music Department 4/21/2008 12427 $4,000.00 Notre Dame de Namur University 1500 Ralston Avenue Belmont CA 94002
Santa Rosa Junior College, Dept of Music 4/21/2008 12428 $3,000 00 Santa Rosa Junior College Foundation 1501 Mendocino Ave Santa Rosa CA 95401 Dept of Music 4/21/2008 12429 $4,000 00 Sonoma State University Academic Foundation Inc 1801 East Cotati Avenue Rohnert Park CA 94928-3609 Dept of Music, Building 10 4/21/2008 12430 $12,000 00 Stanford University Board of Trustees Stanford University Stanford CA 94305-2060 4/21/2008 12431 $2,000 00 Camellia Symphony Association P O Box 19786 Sacramento CA 95819 4/21/2008 12432 $2,000 00 Santa Cruz County Symphony 307 Church Street Santa Cruz CA 95060 50 Santa Rosa Ave 4/21/2008 12433 $15,000 00 Santa Rosa Symphony Suite 410 Santa Rosa CA 95404 4/21/2008 12434 $4,000 00 Vallejo Symphony PO Box 568 Vallejo CA 94590 401 Van Ness Avenue 4/21/2008 12435 $10,000 00 Museum Of Performance & Design Room 402 San Francisco CA 94102 4/21/2008 12436 $6,000 00 San Jose Chamber Orchestra 1034 Bennett Way San Jose CA 95125 UC Davis, Mondavi Center 4/21/2008 12437 $20,000 00 Regents Of The University Of California One Shields Ave. Davis CA 95616 Conservatory of Music 4/21/2008 12438 $7,500 00 Chapman University One University Drive Orange CA 92866 Dept of Music 4/21/2008 12439 $5,000 00 California State University, Northridge 18111 Nordhoff Street Northridge CA 91330-8296
Humboldt State University, Dept of Music 4/21/2008 12440 $2,000 00 Humboldt State Univ Sponsored Programs Fndn PO Box 1185 Arcata CA 95318-1185 4/21/2008 12441 $4,000 00 Pomona College 340 N College Avenue Claremont CA 91711-6341 Advancement Office 4/21/2008 12442 $2,000 00 University Of The Pacific 3601 Pacific Avenue Stockton CA 95211
XV-2 6 OF 20 Check Check zip Date Number Amount Name Street Address Ct State Code 4/21/2008 12443 $3,000 00 Auburn Symphony P 0 Box 74 Auburn CA 95604 2100 East Thousand Oaks Blvd. 4/21/2008 12444 $2,000 00 New West Symphony Association Suite D Thousand Oaks CA 91362 4/21/2008 12445 $2,000 00 Redlands Symphony Association P 0 Box 3080 Redlands CA 92373-0999 4/21/2008 12446 $2,000 00 San Luis Obispo County Symphony P 0 Box 658 San Luis Obispo CA 93406 1900 State St 4/21/2008 12448 $4,000 00 Santa Barbara Symphony Orchestra Suite G Santa Barbara CA 93101 4/21/2008 12449 $3,000 00 Tulare County Symphony Association PO Box 1201 Visalia CA 93279 4/21/2008 12450 $2,000 00 Clearlake Performing Arts P 0 Box 974 Lakeport CA 95453 4/21/2008 12451 $2,000 00 Music From Bear Valley P 0 Box 5068 Bear Valley CA 95223 P O Box 185 4/21/2008 12452 $10,000 00 Ojai Festivals, Ltd 201 South Signal Street Ojai CA 93024 4/21/2008 12453 $2,000 00 Santa Barbara Chamber Orchestra Society P 0 Box 90903 Santa Barbara CA 93190 4/21/2008 12454 $10,000 00 Academy Of Vocal Arts 1920 Spruce Street Philadelphia PA 19103-6685 Amherst College, Dept of Music 4/21/2008 12455 $3,000 00 Amherst College Trustees Box 2258, Amherst College Amherst MA 01002-5000 School of Music 4/21/2008 12456 $7,500 00 Arizona State University P 0 Box 870405 Tempe AZ 85287-0405 School of Music 4/21/2008 12457 $2,000 00 University Of Arizona PO Box 210004 Tucson AZ 85721-0004 Dept of Music, Ludlow Hall 4/21/2008 12458 $3,000 00 Bard College PO Box 5000 Annandale-on-Hudson NY 12504 Dept of Music 4/21/2008 12459 $2,000.00 Bennington College One College Drive Bennington VT 5201 4121/2008 12460 $12,500 00 The Boston Conservatory of Music 8 The Fenway Boston MA 2215 Dept of Music 4/21/2008 12461 $2,000 00 Brown University 1 Young Orchard Avenue Providence RI 02912-1924 College Conservatory of Music 4/21/2008 12462 $17,000 00 The University of Cincinnati Foundation PO Box 19970 Cincinnati OH 45219 4/21/2008 12463 $27,000 00 Curtis Institute Of Music 1726 Locust Street Philadelphia PA 19103 Eastman School of Music 4/21/2008 12464 $12,500 00 University of Rochester 26 Gibbs Street Rochester NY 14604-2599 Department of Music Alumni Affairs and Development, 245 Day 4/21/2008 12465 $5,000 00 Cornell University Hall Ithaca NY 14853-2801 301 UCB 4/21/2008 12466 $4,000 00 University of Colorado Foundation College of Music Boulder CO 80309
4/21/2008 12467 $20,000 00 Cleveland Institute Of Music 11021 East Boulevard Cleveland OH 44106
School of Music, University Advancement 4/21/2008 12468 $5,000 00 Florida International University Foundation Inc University Park, PC 230 Miami FL 33199 College of Music 4/21/2008 12469 $7,500.00 Florida State University PO Box 3061180 Tallahassee FL 32306-4361
XV-2 7 OF 20 Check Check Zip Date Number Amount Name Street Address c itv State Code 4/21/2008 12470 $30,000 00 Indiana University 1201 East Third St Bloomington IN 47405 PO Box 7111 4/21/2008 12471 $5,000 00 Indiana University Foundation 1700 Mishawaka Avenue South Bend IN 46634 4/21/2008 12472 $5,000.00 Ithaca College 3322 Whalen Center for Music Ithaca NY 14850 Peabody Institute 4/21/2008 12473 $17,000 00 Johns Hopkins University One East Mount Vernon Place Baltimore MD 21202-2308 4/21/2008 12474 $10,000 00 Longy School Of Music Inc One Follen Street Cambridge MA 2138 Music Faculty 4/21/2008 12475 $3,000 00 Massachusetts Institute Of Tech Room 4-246, 77 Massachusetts Avenue, Cambridge MA 2139 Dept of Music 4/21/2008 12476 $7,000 00 New York University 24 Waverly Place, Room 268 New York NY 10003 4/21/2008 12477 $8,000 00 North Carolina School Of The Arts Foundation Inc 1533 South Main St Winston-Salem NC 27127 School of Music 4/21/2008 12478 $14,000 00 Northwestern University 711 Elgin Road Evanston IL 60208-1200 Dept of Music 4/21/2008 12479 $1,500 00 Ohio Northern University 525 S Main Street Ada OH 45810 4/21/2008 12480 $5,000 00 Pennsylvania Academy of Music 42 North Prince Street Lancaster PA 17601 The President and Directors of Georgetown College Office of Advancement, Dept 571253 4/21/2008 12481 $2,000 00 (Georgetown University) 2115 Wisconsin Avenue NW, 5th Floor Washington DC 20007 Harvard Music Dept 4/21/2008 12482 $5,000 00 President And Fellows Of Harvard College Music Building, North Yard Cambridge MA 2138 4/21/2008 12483 $7,500 00 Rider University 2083 Lawrenceville Rd Lawrenceville NJ 8648 144 Green St, Dept of Music 4/21/2008 12484 $3,000 00 Smith College Sage Hall Northampton MA 1063 Office of Gift Admin. 4/21/2008 12485 $3,500 00 Southern Methodist University PO Box 750402 Dallas TX 75275-0356 Department of Music 4/21/2008 12486 $3,000 00 Swarthmore College 500 College Ave. Swarthmore PA 19081 School of Music 4/21/2008 12487 $5,000 00 Syracuse University 215 Crouse College Syracuse NY 13244-1010 School of Music 4/21/2008 12488 $3,500 00 Texas Christian University TCU Box 297500 Fort Worth TX 76129 Dept of Music 4/21/2008 12489 $3,000 00 Texas Womans University PO Box 425768 Denton TX 76204 Dept of Music 4/21/2008 12490 $5,000 00 Princeton University 310 Woolworth Center Princeton NJ 08544-1007 Music Department 4/21/2008 12491 $2,000 00 University of Hawaii Foundation 2411 Dole Street, MB3 Honolulu HI 96822-2318 4/21/2008 12492 $5,000 00 University Of Houston Foundation Moores School of Music Houston TX 77204-4893 School of Music 3068MB, 4/21/2008 12493 $14,000 00 University of Illinois Foundation 1114 W Nevada St Urbana IL 61801 Clarice Smith Performing Arts Center, Suite 3800 4/21/2008 12494 $3,000 00 University Of Maryland, School of Music University of Maryland, College Park College Park MD 20740
XV-2 8OF20 Check Check zip Date Number Amount Name Street Address Ciyt State Code School of Music 4/21/2008 12495 $5,000 00 University Of Miami P O Box 248165 Coral Gables FL 33124-7610 School of Music 4/21/2008 12496 $3,500 00 University of Oregon 1225 University of Oregon Eugene OR 97403-1225 University of North Texas, College Of Music 4/21/2008 12497 $4,000.00 University Of Texas Foundation PO Box 311367 Denton TX 76203-1367 4/21/2008 12498 $17,500 00 University Of Texas Foundation 1 University Station, 0101400 Austin TX 78712 School of Music 4/21/2008 12499 $12,500 00 University of Washington Foundation Box 353450 Seattle WA 98195-3450 School of Music 4/21/2008 12500 $5,000 00 University Of Wisconsin Foundation 3561 Humanities Bldg, 455 N Park St Madison WI 53706-1483 Department of Music 4/21/2008 12501 $3,000 00 Vassar College Mail Drop 18, 124 Raymond Ave Poughkeepsie NY 12604-0018 The Shepherd School of Music 4/21/2008 12502 $10,000 00 William Marsh Rice University PO Box 1892 Houston TX 77251 54 Chaplin Hall Drive 4/21/2008 12503 $3,000 00 Williams College Bernhard Music Center, Dept of Music Williamstown MA 1267 4/21/2008 12504 $6,000 00 Anchorage Opera Company 1507 Spar Avenue Anchorage AK 99501 4/21/2008 12505 $5,000 00 Arizona Opera Company 4600 N 12th Phoenix AZ 85014 4/21/2008 12506 $5,000 00 Austin Lyric Opera P 0 Box 984 Austin TX 78767-0984 110 West Mt Royal Avenue 4/21/2008 12507 $6,000 00 Baltimore Opera Company Suite 306 Baltimore MD 21201 4/21/2008 12508 $4,000 00 Boston Lyric Opera Company 45 Franklin Street, 4th Floor Boston MA 02110-1316 Island Station 4/21/2008 12509 $6,500 00 Center For Contemporary Opera P O Box 258 New York NY 10044-0205 400 South Colorado Blvd , Suite 530 4/21/2008 12510 $5,000 00 Central City Opera House Village of Glendale Denver CO 80246 Chautauqua Opera 4/21/2008 12511 $7,500 00 Chautauqua Institution P O Box 28 Chautauqua NY 14722 70 East Lake Street 4/21/2008 12512 $10,000 00 Chicago Opera Theater Suite 815 Chicago IL 60601 4/21/2008 12513 $2,000 00 Connecticut Opera Association 226 Farmington Avenue Hartford CT 06105-3501 8350 N Central Expressway, Suite 210 4/21/2008 12514 $25,000 00 Dallas Opera Lockbox 1-11 Dallas TX 75206 4/21/2008 12515 $3,000 00 Des Moines Metro Opera 106 West Boston Avenue Indianola IA 50125 4/21/2008 12516 $7,500 00 Di Capo Opera Theatre Corp 184 East 76th Street New York NY 10021 700 North Water Street 4/21/2008 12517 $2,000 00 Florentine Opera Company, Inc Suite 950 Milwaukee WI 53202-4106 Doral Center 4/21/2008 12518 $25,000 00 Florida Grand Opera Inc 8390 NW 25th Street Miami FL 33122 4/21/2008 12519 $5,000 00 Fort Worth Opera 1300 Gendy Street Fort Worth TX 76107 4/21/2008 12520 $10,000 00 Glimmerglass Opera P O. Box 191 Cooperstown NY 13326 4/21/2008 12521 $10,000 00 Hawaii Opera Theatre 987 Waimanu Street Honolulu HI 96814
XV-2 9OF20 Check Check zip Date Number Amount Name Street Address Cwt State Code 510 Preston 4/21/2008 12522 $40,000 00 Houston Grand Opera Suite 500 Houston TX 77002 4/21/2008 12523 $3,500 00 Kentucky Opera Association 323 West Broadway, Suite 601 Louisville KY 40202 4/21/2008 12524 $2,000 00 Lake George Opera Festival Association Inc 480 Broadway, Suite 336 Saratoga Springs NY 12866-2230 20 North Wacker Drive 4/21/2008 12525 $120,000 00 Lyric Opera Of Chicago Suite 860 Chicago IL 60606 4/21/2008 12526 $10,000 00 Lyric Opera Of Kansas City 1029 Central Kansas City MO 64105-1677 Detroit Opera House 4/21/2008 12527 $10,000 00 Michigan Opera Theatre 1526 Broadway Detroit MI 48226 4/21/2008 12528 $12,500 00 Minnesota Opera Company 620 North First Street Minneapolis MN 55401 4/21/2008 12529 $2,500 00 Nevada Opera Association P 0 Box 3256 Reno NV 89505 4/21/2008 12530 $7,500 00 New York Gilbert & Sullivan Players, Inc 302 West 91st Street New York NY 10024 Opera Columbus 4/21/2008 12531 $5,000.00 Opera Association of Central Ohio 177 East Naghten Street Columbus OH 43215 4/21/2008 12532 $5,000 00 Opera Carolina 301 S Tryon St, Ste. 1550 Charlotte NC 28282 1422 Euclid Avenue 4/21/2008 12533 $6,000 00 Opera Cleveland Suite 1052 Cleveland OH 44115-2001 695 S Colorado Blvd 4/21/2008 12534 $5,000 00 Opera Colorado Suite 20 Denver CO 80222 1420 Locust Street 4/21/2008 12535 $10,000 00 Opera Company Of Philadelphia Suite 210 Philadelphia PA 19102 4/21/2008 12536 $17,500 00 Opera Theatre Of Saint Louis P O Box 191910 St Louis MO 63119-7910 4/21/2008 12537 $5,000 00 Opera Omaha 1625 Farnam Street, Suite 100 Omaha NE 68102 4/21/2008 12538 $12,500 00 Portland Opera Association 211 SE Caruthers Street Portland OR 97214 4/21/2008 12539 $10,000 00 Sarasota Opera 50 Central Ave , Suite 820 Sarasota FL 34236 4/21/2008 12540 $50,000 00 Seattle Opera P.O Box 9248 Seattle WA 98109 4/21/2008 12541 $4,000 00 Toledo Opera Association 425 Jefferson Avenue, Suite 601 Toledo OH 43604 4/21/2008 12542 $5,000 00 Tulsa Opera, Inc. 1610 South Boulder Tulsa OK 74119-4479 4/21/2008 12543 $15,000 00 Virginia Opera Association P O Box 2580 Norfolk VA 23501-2580 400 D Street 4/22/2008 12546 $6,000 00 Anchorage Symphony Orchestra Suite 230 Anchorage AK 99501 4/22/2008 12547 $35,000 00 Baltimore Symphony Orchestra 1212 Cathedral Street Baltimore MD 21201-5545 Hudson Valley Philharmonic 4/22/2008 12548 $2,000 00 Bardavon 1869 Opera House, Inc 35 Market Street Poughkeepsie NY 12601 4/22/2008 12549 $2,000 00 Boise Philharmonic Association 516 South 9th Street Boise ID 83702 295 Huntington Ave 4/22/2008 12550 $8,500 00 Boston Philharmonic Orchestra Suite 210 Boston MA 2115 Symphony Hall 4/22/2008 12551 $60,000 00 Boston Symphony Orchestra 301 Massachusetts Ave Boston MA 02115-4511 4/22/2008 12552 $6,000 00 Buffalo Philharmonic Orchestra 499 Franklin Street Buffalo NY 14202 4/22/2008 12553 $3,500 00 Canton Symphony Orchestra 1001 Market Ave North Canton OH 44702-1024 4/22/2008 12554 $2,000 00 Cedar Rapids Symphony Orchestra 119 3rd Avenue SE Cedar Rapids IA 52401 4/22/2008 12555 $60,000 00 Chicago Symphony Orchestra 220 South Michigan Avenue Chicago IL 60604 XV-2 10OF20 Check Check zip Date Number Amount Name Street Address CSC State Code 4/22/2008 12556 $40,000 00 Cincinnati Symphony Orchestra 1241 Elm Street Cincinnati OH 45202-7531 4/22/2008 12557 $3,500 00 Colonial Symphony 8 Cattano Ave Morristown NJ 07960-6836 4/22/2008 12558 $7,500 00 Colorado Symphony Association 1000 14th Street, Unit 15 Denver CO 80202-2333 4/22/2008 12559 $5,000 00 Columbus Symphony Orchestra 55 E State Street Columbus OH 43215-4278 Schlegel Admin Offices 4/22/2008 12560 $30,000 00 Dallas Symphony Association Inc 2301 Flora St Dallas TX 75201-2413 Performance Place 4/22/2008 12561 $6,500 00 Dayton Philharmonic Orchestra Assn 109 N Main Street, Suite 200 Dayton OH 45402 4/22/2008 12562 $3,000 00 Delaware Symphony P O Box 1870 Wilmington DE 19899 221 Walnut Street 4/22/2008 12563 $3,000 00 Des Moines Symphony Association Suite 4 Des Moines IA 50309 4/22/2008 12564 $30,000 00 Detroit Symphony Orchestra 3711 Woodward Avenue Detroit MI 48201-2403 4/22/2008 12565 $3,000 00 Fairbanks Symphony P O Box 82104 Fairbanks AK 99708 4/22/2008 12566 $7,500 00 Florida Orchestra, Inc 101 South Hoover Blvd , Suite 100 Tampa FL 33609 4/22/2008 12567 $5,000 00 Florida West Coast Symphony Inc 709 N Tamiami Trail Sarasota FL 34236 4/22/2008 12568 $4,000 00 Fort Wayne Philharmonic Orchestra, Inc 2340 Fairfield Avenue Fort Wayne IN 46807 300 Ottawa Ave, NW 4/22/2008 12569 $5,000 00 Grand Rapids Symphony Society Suite 100 Grand Rapids MI 49503 4/22/2008 12570 $2,500 00 Hartford Symphony 99 Pratt Street, Suite 500 Hartford CT 06103-1629 4/22/2008 12571 $6,000 00 Honolulu Symphony Orchestra 650 Iwilei Road, Suite 202 Honolulu HI 96817 615 Louisiana Street 4/22/2008 12572 $27,500 00 Houston Symphony Society Suite 102 Houston TX 77002 4/22/2008 12573 $7,000 00 Indiana Symphony Society Inc 32 East Washington Street, Suite 600 Indianapolis IN 46204-2919 300 West Water Street 4/22/2008 12574 $6, 500 00 Jacksonville Symphony Orchestra Suite 200 Jacksonville FL 32202 1020 Central 4/22/2008 12575 $9,000 00 Kansas City Symphony Suite 300 Kansas City MO 64105-1672 4/22/2008 12576 $3,000 00 Lake Forest Symphony 50 East Old Mill Road Lake Forest IL 60045-3844 230 North Washington Square 4/22/2008 12577 $3,000 00 Lansing Symphony Association Suite 100 Lansing MI 48933 4/22/2008 12578 $5,000 00 Louisville Orchestra Inc 323 West Broadway, #700 Louisville KY 40202 700 North Water Street 4/22/2008 12579 $10,000 00 Milwaukee Symphony Orchestra Suite 700 Milwaukee WI 53202-4239 4/22/2008 12580 $35,000 00 Minnesota Orchestral Association 1111 Nicollet Mall Minneapolis MN 55403-2477 Cleveland Orchestra 4/22/2008 12581 $40,000 00 Musical Arts Association 11001 Euclid Ave Cleveland OH 44106 4/22/2008 12582 $4,000 00 New Haven Symphony Orchestra PO Box 9718 New Haven CT 6510 4/22/2008 12583 $20,000 00 New Jersey Symphony Orchestra 60 Park Place , 9th Floor Newark NJ 7102 4/22/2008 12584 $7,000 00 New Mexico Symphony Orchestra P.O Box 30208 Albuquerque NM 87190 4/22/2008 12585 $15,000 00 New World Symphony 541 Lincoln Road Miami Beach FL 33139 4350 Lassiter at North Hills 4/22/2008 12586 $12,000 00 North Carolina Symphony Society Suite 250 Raleigh NC 27609 4/22/2008 12587 $2,500 00 Omaha Symphony Association 1605 Howard Street Omaha NE 68102
XV-2 11OF20 Check Check Zip- Date Number Amount Name Street Address city State Code 921 SW Washington 4/22/2008 12588 $12,500 00 Oregon Symphony Association Suite 200 Portland OR 97205 4/22/2008 12589 $42,500 00 Philadelphia Orchestra Association 260 S Broad St, 16th Floor Philadelphia PA 19102 4/22/2008 12590 $7,500.00 Phoenix Symphony Association 1 North First St , Ste 200 Phoenix AZ 85004 4/22/2008 12591 $42,500 00 Pittsburgh Symphony 600 Penn Avenue Pittsburgh PA 15222 477 Congress Street 4/22/2008 12592 $2,000 00 Portland Maine Symphony Orchestra P O Box 3573 Portland ME 04104-3573 4/22/2008 12593 $4,000 00 Reno Philharmonic 925 Riverside Drive, # 3 Reno NV 89503-5566 Atlanta Symphony Orchestra 4/22/2008 12594 $35,000 00 Robert W Woodruff Arts Center 1280 Peachtree St Atlanta GA 30309-3502 Powell Symphony Hall At Grand Center 4/22/2008 12595 $42,500 00 Saint Louis Symphony Orchestra 718 North Grand Boulevard Saint Louis MO 63103 4/22/2008 12596 $30,000 00 Seattle Symphony Orchestra P O Box 21906 Seattle WA 98111-3906 4/22/2008 12597 $2,000 00 Shreveport Symphony P O Box 205 Shreveport LA 71162-0205 1350 Main Street 4/22/2008 12598 $3,000 00 Springfield Symphony Orchestra Suite 12 Springfield MA 1103 4/22/2008 12599 $4,000 00 Syracuse Symphony Orchestra 411 Montgomery Street Syracuse NY 13202-2981 4/22/2008 12600 $5,000 00 The Arkansas Symphony Orchestra Society P 0 Box 7328 Little Rock AR 72217 4/22/2008 12601 $4,000 00 The Louisiana Philharmonic Orchestra 1010 Common Street, Ste 2120 New Orleans LA 70112-2465 4/22/2008 12602 $2,000 00 The Orlando Philharmonic Orchestra, Inc 812 E Rollins St Orlando FL 32803 4/22/2008 12603 $4,000 00 Tucson Symphony Society 2175 North 6th Avenue Tucson AZ 85705 861 Glenrock Road 4/22/2008 12604 $3,000 00 Virginia Symphony Suite 200 Norfolk VA 23502 Century II Concert Hall 4/22/2008 12605 $2,000.00 Wichita Symphony Society 225 West Douglas, Ste 207 Wichita KS 67202 4/22/2008 12606 $2,000 00 Youngstown Symphony Society, Inc 260 W Federal Street Youngstown OH 44503-1256 Land Title Building 4/22/2008 12607 $2,000.00 American Music Theater Festival 100 South Broad Street, Suite # 650 Philadelphia PA 19110 Apple Hill Road 4/22/2008 12608 $4,000 00 Apple Hill Center for Chamber Music P O. Box 217 East Sullivan NH 3445 Bard Music Festival 4/22/2008 12609 $16,000 00 Bard College Ludlow Hall, PO Box 5000 Annandale-on-Hudson NY 12504 4/22/2008 12610 $3,000 00 Boston Classical Orchestra PO Box 152 Newton MA 2468 4/22/2008 12611 $10,000 00 Boston Modern Orchestra Project 9 Birch Street Roslindale MA 02131-3099 4/22/2008 12612 $5,000.00 Boston Musica Viva 353 Beacon St Somerville MA 2143 Tanglewood Festival Chorus 4/22/2008 12613 $5,000 00 Boston Symphony Orchestra, Inc 301 Massachusetts Ave, Symphony Hall Boston MA 2115 Tanglewood Music Center 4/22/2008 12614 $20,000 00 Boston Symphony Orchestra Symphony Hall, 301 Massachusetts Ave Boston MA 2115 4/22/2008 12615 $5,000 00 Brevard Music Center Box 312 Brevard NC 28712 4/22/2008 12616 $5,000 00 Chamber Music America 305 Seventh Avenue New York NY 10001-6008 4/22/2008 12617 $10,000 00 Chamber Music Society Of Lincoln Center 70 Lincoln Center Plaza New York NY 10023-6582
XV-2 12OF20 Check Check zip Date Number Amount Name Street Address Ct State Code 70 East Lake Street 4/22/2008 12618 $7,500 00 Chicago Sinfonietta Suite 226 Chicago IL 60601 Cleveland Contemporary Players - Dept of Music 4/22/2008 12619 $2,000 00 Cleveland State University Foundation, Inc 2121 Euclid Avenue, Mu 343 Cleveland OH 44115-2214 4/22/2008 12620 $2,500 00 Collage Inc P 0 Box 230150 Boston MA 2123 115 East 57th Street 4/22/2008 12621 $2,500.00 Collegiate Chorale, Inc 11th Floor New York NY 10022 900 Baseline Road 4/22/2008 12622 $1,500 00 Colorado Music Festival Cottage 100 Boulder CO 80302 Wellesley College 4/22/2008 12623 $2,500 00 Composers Conference and Chamber Music Center PO Box 5507 Wayland MA 1778 4/22/2008 12624 $3,000.00 Copland House Inc Box 2177 Peekskill NY 10566 4/22/2008 12625 $2,000 00 Early Music America Inc 2366 Eastlake Ave. E # 429 Seattle WA 98102 4/22/2008 12626 $5,000 00 Florida West Coast Symphony 709 N Tamiami Trail Sarasota FL 34236 4/22/2008 12627 $5,000 00 George London Foundation For Singers, Inc 460 West 49th Street New York NY 10019 4015 West Lake Creek Drive 4/22/2008 12628 $3,000 00 Grand Teton Music Festival, Inc # 1 Wilson WY 83014 4/22/2008 12629 $7,500 00 Grant Park Orchestral Association 205 E Randolph Dr Chicago IL 60601 4/22/2008 12630 $3,000 00 Greenwich House Inc 224 West 30th St , Ste 302 New York NY 10001 4/22/2008 12631 $2,000 00 Group For Contemporary Music Inc 870 West End Avenue New York NY 10025-4918 Horticulture Hall 4/22/2008 12632 $5,000 00 Handel and Haydn Society 300 Massachusetts Avenue Boston MA 2115 4/22/2008 12633 $6,000 00 Harmonie Ensemble, Inc 820 West End Ave, Suite 13B New York NY 10025 4/22/2008 12634 $2,000 00 Puccini Foundation 8 East 69th Street New York NY 10021 4/22/2008 12635 $3,000 00 Macdowell Colony 163 East 81st Street New York NY 10028 123 South Broad Street 4/22/2008 12636 $2,500 00 Mann Center for the Performing Arts Suite 1930 Philadelphia PA 19109-1029 4/22/2008 12637 $6,000.00 Marilyn Horne Foundation 250 West 57th Street, Suite 603 New York NY 10107
Music Critics Association of North America 4/22/2008 12639 $2,500 00 MCA Educational Activities 722 Dulaney Valley Road, # 259 Baltimore MD 21204 Aspen Music Festival 4/22/2008 12640 $15,000 00 Music Associates Of Aspen #2 Music School Road Aspen CO 81611 Blossom Music Festival 4/22/2008 12641 $7,000 00 Musical Arts Association 11001 Euclid Ave Cleveland OH 44106 520 Eigth Avenue 4/22/2008 12642 $5,000 00 National Guild Community Schools Of The Arts Inc Suite 302 New York NY 10018-8906 4/22/2008 12643 $5,000 00 Colorado Philharmonic P 0 Box 6336 Breckenridge CO 80424 4/22/2008 12644 $12,000 00 New Jersey Performing Arts Center 1 Centre Street Newark NJ 7102 4/22/2008 12645 $6,000 00 New York Festival of Song 307 7th Avenue, Room 1601 New York NY 10001-6007 Bridge Records 4/22/2008 12646 $5,000 00 New York Foundation for the Arts, Inc 155 Avenue of the Americas, 14th Floor New York NY 10013-1507 4/22/2008 12647 $3,500.00 OK Mozart Inc P O Box 2344 Bartlesville OK 74005 XV-2 13OF20 Check Check zip Date Number Amount Name Street Address city State Code 330 Seventh Avenue 4/22/2008 12648 $7,500 00 Opera America, Inc 16th Floor New York NY 10001 4/22/2008 12649 $3,000 00 The Phillips Collection 1600 21st Street, N W Washington DC 20009-1090 4/22/2008 12650 $4,500 00 Pittsburgh New Music Ensemble PO Box 99476 Pittsburgh PA 15233 4/22/2008 12651 $5,000 00 Pro Musica Chamber Orchestra Of Columbus 243 North Fifth Street, Suite 202 Columbus OH 43215 4/22/2008 12652 $8,000 00 Works and Process 845 3rd Avenue, 16th Floor New York NY 10022 Community Music School 4/22/2008 12653 $3,500 00 Webster University 470 East Lockwood Avenue Saint Louis MO 63119-3194 4/22/2008 12654 $4,000 00 VocalEssence 1900 Nicollet Avenue Minneapolis MN 55403-3789 4/22/2008 12655 $2,000 00 Sitka Summer Music Festival P O Box 201988 Anchorage AK 99835 The Hamm Building 4/22/2008 12656 $7,500 00 Saint Paul Chamber Orchestra 408 St Peter Street, 3rd Floor St Paul MN 55102-1497 4/22/2008 12657 $3,000 00 Richard Tucker Music Foundation 1790 Broadway, Suite 715 New York NY 10019-1412 Newport Music Festival 4/22/2008 12658 $3,500.00 Rhode Island Arts Foundation at Newport Inc P 0 Box 3300 Newport RI 2840 4/22/2008 12659 $10,000 00 Ravinia Festival Association 418 Sheridan Road Highland Park IL 60035 4/22/2008 12660 $5,000 00 Spoleto Festival U S A P O Box 157 Charleston SC 29402-0157 4/22/2008 12661 $7,500 00 Symphony Space 2537 Broadway at 95th Street New York NY 10025 3550 Biscayne Blvd 4/22/2008 12662 $6,500.00 The Murray Dranoff Foundation Suite 702 Miami FL 33137 Jan Degaetani Scholarship Fund 4/22/2008 12663 $2,000.00 University of Rochester 26 Gibbs Street Rochester NY 14604-2599 4/23/2008 12664 $7,500 00 Harlem School Of The Arts Inc 645 St Nicholas Avenue New York NY 10030 4/23/2008 12665 $3,500 00 Hoff Barthelson Music School 25 School Lane Scarsdale NY 10583 4/23/2008 12666 $7,500 00 Midon Foundation Inc 352 7th Ave, Suite 301 New York NY 10001-5012 4/23/2008 12667 $10,000 00 Music Conservatory of Westchester 216 Central Avenue White Plains NY 10606 850 Seventh Avenue 4/23/2008 12668 $10,000 00 New York Youth Symphony Suite 505 New York NY 10019
4/23/2008 12669 $3,000 00 The Perlman Music Program Inc 19 West 69th Street, Suite 501 New York NY 10023 4/23/2008 12670 $6,000 00 Settlement Music School of Philadelphia 416 Queen Street Philadelphia PA 19147
Tanglewood Institute, College of Fine Arts 4/23/2008 12671 $5,000 00 Boston University Trustees Of Boston University 855 Commonwealth Ave, # 230 Boston MA 2215 1700 Shattuck Avenue 5/7/2008 12685 $17,500 00 Berkeley Opera Suite 312 Berkeley CA 94709 CSU, Sacramento Dept of Music 5/12/2008 12686 $5,000 00 University Enterprises Inc 6000 J Street-CPS # 111 Sacramento CA 95819-6015 UC, Davis, Dept of Music 5/12/2008 12687 $12,000 00 Regents Of The University Of California 112 Music Building Davis CA 95616-8666 5/12/2008 12688 $5,000 00 Cinnabar Arts Corporation 3333 Petaluma Blvd North Petaluma CA 94952 5/12/2008 12689 $3,500 00 Underworld Opera Company 1734 Campbell St Oakland CA 94607
XV-2 14OF20 Check Check zip Date Number Amount Name Street Address Ciyt State Code War Memorial Opera House 5/12/2008 12690 $1,250,000 00 San Francisco Opera 301 Van Ness Avenue San Francisco CA 94102-4509 5/12/2008 12691 $2,000 00 Thick Description 1695 18th Street San Francisco CA 94107 3418 3rd Avenue 5/12/2008 12692 $5,000 00 Sacramento Philharmonic Orchestra PO Box 5236 Sacramento CA 95817 5/12/2008 12693 $6,000 00 Symphony Silicon Valley PO Box 790 San Jose CA 95106-0790
5/12/2008 12694 $1,500 00 American Concert Association 2833 Broderick Street San Francisco CA 94123
Dept of Music, Empyrean Ensemble Fund 5/12/2008 12695 $6,000 00 Regents Of The University Of California One Shields Avenue Davis CA 95616 CSU, Sacramento, Dept of Music Col of Arts & Letters, 6000 J St -CPS 5/12/2008 12696 $5,000 00 University Enterprises Inc #111 Sacramento CA 95819-6015 601 Van Ness Ave 5/12/2008 12697 $6,500 00 Magnificat #e3-142 San Francisco CA 94102 760 Market Street 5/12/2008 12698 $2,000 00 Midsummer Mozart Suite 749 San Francisco CA 94102 Music at Menlo 5/12/2008 12699 $4,000 00 Menlo School 50 Valparaiso Avenue Atherton CA 94027 5/12/2008 12700 $3,500 00 Noe Valley Chamber Music 1021 Sanchez Street San Francisco CA 94114 5/12/2008 12701 $5,000 00 Chamber Music San Francisco 1314 - 34th Ave San Francisco CA 94122 5/12/2008 12702 $5,000 00 San Francisco Chamber Orchestra, Inc PO Box 591566 San Francisco CA 94159 5/12/2008 12703 $2,000 00 San Jose Wind Symphony 6590 Gillis Drive San Jose CA 95120 5/12/2008 12704 $2,000.00 Slavyanka Chorus, Inc # 9 Tioga Avenue San Francisco CA 94134-2440 Stanford University Lively Arts Program 5/12/2008 12705 $10,000 00 Stanford Lively Arts 537 Lomita Mall, Mail Code 2250 Stanford CA 94305 Trinity Chamber Concerts 5/12/2008 12706 $2,000 00 United Methodist Church 2320 Dana Street Berkeley CA 94704 5/12/2008 12707 $3,000 00 California Summer Music Festival 236 West Portal Ave, #104 San Francisco CA 94137 5/12/2008 12708 $2,000 00 Pacific Boychoir Academy 410 Alcatraz Ave Oakland CA 94609-1106 5/12/2008 12709 $5,000 00 Walden School Ltd 31A 29th Street San Francisco CA 94110-4910 UC, Berkeley, Young Musicians Program 19 Morrison Hall, Mail Code 1204, UC 5/12/2008 12710 $20,000 00 Regents of the University of California at Berkeley Berkeley Berkeley CA 94720-1204 5/12/2008 12711 $2,000 00 Young People's Symphony Orchestra PO Box 5593 Berkeley CA 94705 123 W Padre Street 5/12/2008 12712 $6,000 00 Santa Barbara Opera Suite A Santa Barbara CA 93105 5/12/2008 12713 $30,000.00 Pacific Symphony 3631 S Harbor Blvd , Suite 100 Santa Ana CA 92704 5/12/2008 12714 $3,000 00 San Bernardino Symphony Association 415 W Second St San Bernardino CA 92401 Copley Symphony Hall 5/12/2008 12715 $10,000 00 San Diego Symphony Orchestra Association 1245 Seventh Avenue San Diego CA 92101 PO Box 211 5/12/2008 12716 $3,000 00 American Composers Forum of Los Angeles 11862 Balboa Blvd Granada Hills CA 91344
XV-2 15O F20 Check Check zip Date Number Amount Name Street Address city State Code The Da Camera Society 5/12/2008 12717 $7,500 00 Mount St Marys College 10 Chester Place Los Angeles CA 90007 Jacaranda 5/12/2008 12718 $4,000 00 First Presbyterian Church of Santa Monica 1220 Second Street Santa Monica CA 90401 Musica Angelica Baroque Orchestra 5/12/2008 12719 $5,000 00 Apollo Amused Inc. 1223 Wilshire Blvd, # 287 Santa Monica CA 90403 5/12/2008 12720 $7,500 00 Pacific Chorale 3621 S Harbor Blvd, Suite 220 Santa Ana CA 92704 5/12/2008 12721 $30,000 00 Philharmonic Society of Orange County 2082 Business Center Drive, Suite 100 Irvine CA 92612 5/12/2008 12722 $4,000 00 Piano Spheres PO Box 1106 Los Angeles CA 90078 5/12/2008 12723 $5,000 00 The Santa Monica College Foundation 1900 Pico Boulevard Santa Monica CA 90405 5/12/2008 12724 $10,000 00 Songfest 3075 Legacy Trace Cincinnati OH 45237 5/12/2008 12725 $3,000 00 Intimate Opera Company 3260 Las Lunas Street Pasadena CA 91107 5/12/2008 12726 $3,000 00 Los Angeles Children's Chorus 585 E Colorado Blvd Pasadena CA 91101 5/12/2008 12727 $3,000 00 The Maestro Foundation 224 15th Street Santa Monica CA 90402 5/12/2008 12728 $2,500 00 Orange County High School of the Arts Foundation 1010 North Main St Santa Ana CA 92701 Friends of the Orange County Youth Symphony School of Music - Chapman University 5/12/2008 12729 $2,500 00 Orchestra One University Drive Orange CA 92866 Youth Orchestra 5/12/2008 12730 $2,500 00 Pacific Symphony 3631 S Harbor Blvd , Suite 100 Santa Ana CA 92704 5/12/2008 12731 $2,000 00 Pasadena Young Musicians Orchestra Association P 0 Box 50386 Pasadena CA 91115 5/12/2008 12732 $2,500 00 Santa Maria Philharmonic Society 120 E Jones, Suite 120 Santa Maria CA 93454 Children's Outreach Program 5/12/2008 12733 $10,000 00 Southland Opera 535 S Forestdale Ave, Suite 100 Glendora CA 91741 Bard College, Conservatory of Music 5/12/2008 12737 $7,500 00 Bard College PO Box 5000 Annandale-on-Hudson NY 12504-5000 Boston University, College of Fine Arts 5/12/2008 12738 $7,500 00 Boston University Trustees Of Boston University 855 Commonwealth Ave, #230 Boston MA 02215-1303 CUNY, Hunter College, Dept of Music 5/12/2008 12739 $3,500 00 Hunter College Foundation 695 Park Avenue New York NY 10021 Levitt Center for Univ Advancement, 5/12/2008 12740 $4,000 00 University of Iowa Foundation POBox 4550 Iowa City IA 52244-4550
School of Music, Moore Bldg, Room 2300 5/12/2008 12741 $17,500 00 The Regents of the University Of Michigan 1100 Bates Drive Ann Arbor MI 48109-2085 College of Performing Arts 5/12/2008 12742 $4,000 00 Roosevelt University 430 S Michigan Ave, Room 920 Chicago IL 60605 Brandt Dixon Performing Arts Center 5/12/2008 12743 $5,000 00 Tulane University Tulane University New Orleans LA 70118-5698 School of Music 5/12/2008 12744 $5,000 00 University of Minnesota 200E Ferguson Hall Minneapolis MN 55455 Dept of Music 5/12/2008 12745 $4,500 00 Yale University PO Box 208310 New Haven CT 06520-8310 School of Music 5/12/2008 12746 $4,500 00 Yale University P O Box 208246 New Haven CT 06520-8246
XV-2 16OF20 Check Check zip Date Number Amount Name Street Address Ciit State Code 5/12/2008 12747 $4,000 00 Amato Opera Theatre 319 Bowery New York NY 10003 Music Hall 5/12/2008 12748 $8,000 00 Cincinnati Opera Association 1243 Elm Street Cincinnati OH 45210 El Paso Opera Outreach Program 5/12/2008 12749 $5,000 00 The Opera Company Inc 310 N Mesa St , Ste 601 El Paso TX 79901 5/12/2008 12750 $225,000 00 Metropolitan Opera Lincoln Center New York NY 10023 Opera Boston 5/12/2008 12751 $10,000 00 Boston Academy Of Music, Inc 25 Kingston Street, Suite 3R Boston MA 02111-2200 5/12/2008 12752 $35,000 00 Santa Fe Opera P 0 Box 2408 Santa Fe NM 87504-2408 5/12/2008 12753 $5,000 00 Utah Festival Opera Company 59 South 100 West Logan UT 84321 Administrative Office 5/12/2008 12754 $2,500 00 Akron Symphony 17 N Broadway Akron OH 44308 5/12/2008 12755 $2,000 00 Amarillo Symphony P 0 Box 2586 Amarillo TX 79105 5/12/2008 12756 $5,000 00 Austin Symphony 1101 Red River Street Austin TX 78701 1805 136th Place NE 5/12/2008 12757 $5,000 00 Bellevue Philharmonic Orchestra Suite 206 Bellevue WA 98005 5/12/2008 12758 $2,000 00 Cape Cod Symphony Orchestra, Inc 712A Main Street Yarmouth Port MA 2675 Midtown Plaza 5/12/2008 12759 $4,000 00 Charlotte Symphony 1300 Baxter Street, Suite 300 Charlotte NC 28204 5/12/2008 12760 $2,500 00 Chattanooga Symphony & Opera 630 Chestnut Street Chattanooga TN 37402 PO Box 84 5/12/2008 12764 $1,500 00 Evansville Philharmonic 530 Main Street Evansville IN 47708 Flint Symphony 5/12/2008 12766 $2,000 00 Flint Institute of Music 1025 E Kearsley St Flint MI 48503 5/12/2008 12767 $3,500 00 Greenville Symphony Orchestra 200 South Main Street Greenville SC 29601 5/12/2008 12768 $2,500 00 Harrisburg Symphony 800 Corporate Circle, Suite 101 Harrisburg PA 17110 5/12/2008 12769 $2,000.00 Kalamazoo Symphony 359 South Kalamazoo Mall, Suite 100 Kalamazoo MI 49007 226 North Arch St 5/12/2008 12770 $2,000 00 Lancaster Symphony Orchestra P 0 Box 1281 Lancaster PA 17608-1281 5/12/2008 12771 $3,000 00 Long Island Philharmonic 1 Huntington Quadrangle, Suite 2C21 Melville NY 11747 National Symphony Orchestra 5/12/2008 12772 $30,000 00 John F Kennedy Center For The Performing Arts 2700 F Street, NW Washington DC 20566-0002 5/12/2008 12773 $4,000 00 New Bedford Symphony Orchestra PO Box 2053 New Bedford MA 2741 5/12/2008 12774 $2,500 00 New England Philharmonic 1906 Massachusetts Ave Cambridge MA 2140 5/12/2008 12775 $3,000 00 Quad City Symphony Orchestra Association 327 Brady Street Davenport IA 52801
5/12/2008 12776 $2,000 00 Roanoke Symphony 541 Luck Avenue SW VV vy y ^vv Roanoke VA 24016 5/12/2008 12777 $2,500 00 Symphony Society of San Antonio PO Box 658 San Antonio TX 78293-0658 Abravanel Hall 5/12/2008 12778 $10,000 00 Utah Symphony & Opera 123 West South Temple Salt Lake City UT 84101 321 E Main Street 5/12/2008 12779 $1,500 00 Wisconsin Chamber Orchestra PO Box 171 Madison WI 53703-0171 5/12/2008 12781 $2,000 00 Anchorage Festival Of Music P 0 Box 103251 Anchorage AK 99501 5/12/2008 12782 $2,500 00 Boston Early Music Festival 161 First Street, Suite 202 Cambridge MA 2142
XV-2 17 OF 20 Check Check zip Date Number Amount Name Street Address c1t State Code 5/12/2008 12783 $2,000 00 Cape Cod Chamber Music Festival, Inc 216 B Orleans Road Chatham MA 2850 Weill Music Institute 5/12/2008 12784 $25,000 00 The Carnegie Hall Corporation 881 Seventh Avenue New York NY 10019-3210 522 SW Fifth Avenue 5/12/2008 12785 $3,500 00 Chamber Music Northwest Suite 920 Portland OR 97204 1156 15th Street, NW 5/12/2008 12786 $3,000 00 Chorus America Suite 310 Washington DC 20005 5/12/2008 12787 $2,000 00 Citymusic Cleveland PO Box 1930 Cleveland OH 44106 5/12/2008 12788 $10,000 00 Classical Voice of North Carolina 3305 Ruffin Street Raleigh NC 27607-4025 UMN Music Dept, MSC 04 2570 5/12/2008 12789 $4,000 00 University Of New Mexico Foundation Incorporated Fine Arts Center, Room 1105 Albuquerque NM 87131-0001 Elaine Kaufman Cultural Center-Lucy Moses School Kaufman Cultural Center/Merkin Hall 5/12/2008 12790 $5,000 00 For Music And Dance 129 West 67th Street New York NY 10023 2960 Broadway 5/12/2008 12791 $7,500 00 Columbia University, Miller Theatre MC 1801, 201 Dodge Hall New York NY 10027 5/12/2008 12792 $2,500 00 Monadnock Music 2A Concord Street Peterborough NH 03458-1511 111 North Wabash 5/12/2008 12793 $5,000 00 Music Of The Baroque Concert Series Inc Suite 810 Chicago IL 60602 5/12/2008 12794 $5,000 00 National Opera Association Inc PO Box 60869 Canyon TX 79016-0869 New York String Orchestra Seminar 5/12/2008 12795 $2,500 00 The New School 55 West 13th Street New York NY 10011 5/12/2008 12796 $2,500 00 River City Brass Band 500 Grant Street, 2720 Pittsburgh PA 15219 The International Festival Institute at Round Top 5/12/2008 12797 $7,500 00 James Dick Foundation For The Performing Arts PO Box 89, 248 Jaster Road Round Top TX 78954 5/12/2008 12798 $2,000 00 Sangre De Cristo Chorale of New Mexico P O. Box 4462 Santa Fe NM 87502 5/12/2008 12799 $4,000 00 The Santa Fe Chamber Music Festival, Ltd PO Box 2227 Santa Fe NM 87504-2227
Schubert, Schubert and Schubert Festival 5/12/2008 12800 $2,000.00 The Arts Connection P O Box 196 Hyattsville MD 20781 c/o Music Dept, NYU-FAS 5/12/2008 12801 $2,000 00 Washington Square Contemporary Music Society Inc 24 Waverly Place, Room 268 New York NY 10003 5/13/2008 12802 $2,000 00 Community Musicworks 1392 Westminster Street Providence RI 2909 Elaine Kaufman Cultural Center-Lucy Moses School 5/13/2008 12803 $8,500 00 For Music And Dance 129 West 67th Street New York NY 10023 Young Composer's Program 5/13/2008 12804 $75,000 00 From The Top Inc 295 Huntington Ave, Suite 201 Boston MA 2115 1001 19th Street North 5/13/2008 12805 $7,500.00 Youth Orchestra of the Americas 16th Floor Arlington VA 22209 5/14/2008 12828 $2,000 00 Franco American Vocal Academy 10208 Sausalito Drive Austin TX 78759 5/30/2008 12831 $500,000 00 San Francisco Conservatory Of Music 50 Oak Street San Francisco CA 94102 6/12/2008 12836 $3,500 00 Colorado Springs Philharmonic P O Box 60730 Colorado Springs CO 80960 6/12/2008 12838 $3,000 00 Duluth Superior Symphony 331 West Superior Street, Suite 100 Duluth MN 55802 6/12/2008 12839 $2,000 00 El Paso Symphony P O Box 180 El Paso TX 79942
XV-2 18 OF 20 Check Check zip Date Number Amount Name Street Address Ct State Code 6/12/2008 12841 $2,000 00 The Augusta Symphony PO Box 579 Augusta GA 30903-0579 6/12/2008 12842 $2,500 00 Bakersfield Symphony Orchestra 1328 34th Street, Suite A Bakersfield CA 93301 6/12/2008 12843 $2,000 00 Erie Philharmonic 609 Walnut Street Erie PA 16502 6/12/2008 12844 $3,000 00 Eugene Symphony 115 West 8th Avenue, Suite 115 Eugene OR 97401 3905 Railroad Avenue 6/12/2008 12845 $2,000 00 Fairfax Symphony Orchestra Suite 202 N Fairfax VA 22030 6/12/2008 12847 $1,500 00 Lubbock Symphony Orchestra 601 Avenue K Lubbock TX 79401 201 East Pascagoula Street P 0 Box 2052 6/12/2008 12848 $3,000 00 Mississippi Symphony Orchestra Jackson, MS 39225-2052 Jackson MS 39201 6/12/2008 12849 $4,000 00 Mobile Symphony PO Box 3127 Mobile AL 36652-3127 The Music Center at Strathmore 6/12/2008 12850 $2,500 00 National Philharmonic Orchestra 5301 Tuckerman Lane North Bethesda MD 20852-3385 Foster Arts Center 6/12/2008 12851 $3,500 00 Peoria Symphony Orchestra 203 Harrison Street Peoria IL 61602 6/1212008 12852 $2,000 00 Northeastern Pennsylvania Philharmonic 4101 Birney Ave Moosic PA 18507 6/12/2008 12853 $3,500 00 Pro Musica Chamber Orchestra Of Columbus 243 North Fifth Street, Suite 202 Columbus OH 43215 6/12/2008 12854 $1,000 00 Reading Symphony Orchestra 147 N 5th St Reading PA 19601-3401 6/12/2008 12855 $2,500 00 South Bend Symphony 127 N Michigan Street South Bend IN 46601 6/12/2008 12856 $3,000 00 South Dakota Symphony 315 North Main Avenue, Suite 204 Sioux Falls SD 57104 6/12/2008 12857 $2,000 00 Southwest Florida Symphony Orchestra 4560 Via Royale, Suite 2 Fort Myers FL 33919-1022 6/12/2008 12858 $2,500 00 Stamford Symphony 263 Tresser Boulevard Stamford CT 6901 6/12/2008 12859 $2,500 00 Maryland Symphony Orchestra 30 West Washington Street Hagerstown MD 21740 6/12/2008 12860 $2,000 00 Westchester Philharmonic 123 Main Street, Lobby Level White Plains NY 10601 6/12/2008 12861 $3,000 00 Winston Salem Symphony 201 N Broad St, Ste 200 Winston-Salem NC 27101 6/13/2008 12862 $2,000 00 Ann Arbor Symphony 220 East Huron, Suite 470 Ann Arbor MI 48104 6/13/2008 12863 $2,000 00 Huntsville Symphony PO Box 2400 Huntsville AL 35804 6/13/2008 12864 $7,500 00 Alabama Symphony Association 3621 Sixth Avenue South Birmingham AL 35222 6/13/2008 12865 $2,500 00 Brooklyn-Queens Conservatory of Music 58 Seventh Avenue Brooklyn NY 11217 6/13/2008 12866 $5,000 00 Cedille Records 1205 W Balmoral Ave Chicago IL 60640 6/13/2008 12867 $3,500 00 Charleston Symphony Orchestra 145 King St , Ste 311 Charleston SC 29401 Center for Black Music Research 6/13/2008 12868 $5,000 00 Columbia College 600 South Michigan Avenue Chicago IL 60605-1996 6/13/2008 12869 $5,000 00 Community Music Center Of Boston 34 Warren Avenue Boston MA 02116-6104 6/13/2008 12870 $2,500 00 Da Camera of Houston 1427 Branard Houston TX 77006 6/13/2008 12871 $12,000 00 El Camino Youth Symphony Association 4055 Fabian Way Palo Alto CA 94303 6/13/2008 12872 $4,000 00 Elgin Symphony Orchestra 20 DuPage Court Elgin IL 60120-6424 330 East Fourth Street 6/13/2008 12873 $5,000 00 Fort Worth Symphony Orchestra Suite 200 Fort Worth TX 76102 1636 N. Cahuenga Blvd 6/13/2008 12874 $3,000 00 Guild Opera Company, Inc Suite 204 Hollywood CA 90028 6/13/2008 12875 $5,000 00 Hochstein School of Music and Dance 50 North Plymouth Avenue Rochester NY 14614
XV-2 19OF20 Check Check zip Date Number Amount Name Street Address Ct State Code 6/13/2008 12876 $5,000 00 International Music Foundation Inc 30 East Adams, suite 1206 Chicago IL 60603 6/13/2008 12878 $4,000 00 Memphis Symphony Orchestra 585 S Mendenhall Road Memphis TN 38117 6/13/2008 12879 $5,000 00 Mercury Opera of Rochester 1600North Clinton Ave, Rochester NY 14621-2200 Joy Faith Knapp Music Center 6/13/2008 12880 $7,500 00 Merit School of Music 38 South Peoria Street Chicago IL 60607 Schermerhorn Symphony Center 6/13/2008 12881 $4,000 00 Nashville Symphony Association One Symphony Place Nashville TN 37201-2031 6/13/2008 12882 $2,000 00 Opera Fairbanks PO Box 80305 Fairbanks AK 99708 The Music School 6/13/2008 12883 $4,000 00 Rhode Island Philharmonic Orchestra 667 Waterman E Providence RI 02914-0000 6/13/2008 12885 $2,500 00 San Jose Chamber Music Society P O Box 108 San Jose CA 95103-0108 375 Orpheum Building 6/13/2008 12886 $2,500 00 Sioux City Symphony Orchestra PO Box 754 Sioux City IA 51102-0754 P O Box 365 6/13/2008 12887 $3,000 00 Spokane Symphony Society 818W Riverside Ste 100 Spokane WA 99210-0365 6/13/2008 12888 $5,000 00 The Town Hall Foundation, Inc 123 West 43rd Street New York NY 10036 6/13/2008 12889 $2,000 00 Trinity Lyric Opera PO Box 20271 Castro Valley CA 94546 26 E Main Street, Suite 201 6/13/2008 12890 $2,000 00 Walla Walla Symphony PO Box 92 Walla Walla WA 99362 CSU, Los Angeles, Dept of Music 6/13/2008 12892 $3,000 00 California State University Los Angeles Foundation 5151 State University Drive, Adm 609 Los Angeles CA 90032 Department of Music 6/13/2008 12893 $5,000 00 University of Chicago 1010 East 59th Street Chicago IL 60637 6/13/2008 12894 $2,500 00 West Virginia Symphony Orchestra PO Box 2292 Charleston WV 25328 Harris Theatre for Music and Dance 6/13/2008 12895 $5,000 00 Music And Dance Theatre Chicago Inc 205 E Randolph Drive Chicago IL 60601 6/13/2008 12896 $7,500 00 Performing Arts Center of Los Angeles County 135 North Grand Avenue Los Angeles CA 90012 Music Department 6/13/2008 12897 $2,000 00 Pepperdine University 24255 Pacific Coast Highway Malibu CA 90263-4462 503 Music & Media 6/13/2008 12898 $2,500 00 UCI Foundation Music Department, School of the Arts Irvine CA 92697-2775 Dept of Music 6/13/2008 12899 $2,500 00 Loyola Marymount Univ Cc One LMU Drive, MS 8347 Los Angeles CA 90045-2659 San Diego State Urnv, Dept of Music 6/13/2008 12900 $2,500 00 Campanile Foundation 5500 Campanile Drive San Diego CA 92182-4512 6/13/2008 12901 $2,000 00 Madison Symphony Orchestra 222 W Washington Ave Ste 460 Madison WI 53703-2744 6/13/2008 12902 $4,000 00 Richmond Symphony 300 West Franklin Street Richmond CA 23220 1616 Walnut Street 8/21/2008 12907 $10,000 00 Marlboro School Of Music Suite 1600 Philadelphia PA 19103 9/4/2008 12909 $500,000 00 San Francisco Conservatory Of Music 50 Oak Street San Francisco CA 94102 The Wattis Room 10/30/2008 12917 $1,707,259 00 San Francisco Symphony Davies Symphony Hall San Francisco CA 94102-4585 12/4/2008 12924 $1,000,000 00 San Francisco Conservatory Of Music 50 Oak Street San Francisco CA 94102 Total $12,520,259 00
XV-2 20 OF 20 Check Check • Date Number Amount Name Street Address c 1tv State Zip Code 1/14/2008 12224 $250,000 00 World Wildlife Fund Inc 1250 Twenty-Fourth St, NW Washington DC 20037-1175 2/12/2008 12227 $500 00 Moraga Educational Foundation Po Box 34 Moraga CA 94556-0034 2/12/2008 12228 $250 00 Moraga Junior Womens Club Po Box 462 Moraga CA 94556-0462 Regents of the University of California at Health Science Initiative, University Relations 2/26/2008 $5,000,000 00 Berkeley 2080 Addison Street, # 4200 Berkeley CA 94720-4200 3/11/2008 12243 $1,000 00 African Wildlife Foundation 1400 16th Street, N W, Suite 120 Washington DC 20036 30 Grant Avenue 3/11/2008 12244 $25,000 00 American Conservatory Theatre 6th Floor San Francisco CA 94108-5834 3/11/2008 12245 $10,000 00 California Academy Of Science 55 Concourse Drive San Francisco CA 94118-4599 3/11/2008 12246 $5,000 00 California Institute Of Technology Munger Africana Library 228-77 Pasadena CA 91125 3/11/2008 12247 $5,000 00 Berkeley Repertory Theatre 2025 Addison Street Berkeley CA 94704 3/11/2008 12248 $1,000 00 California Shakespeare Theater 701 Heinz Avenue Berkeley CA 94710 595 Market Street 3/11/2008 12249 $5,000 00 Commonwealth Club Of California 2nd Floor San Francisco CA 94105 Western Region 3/11/2008 12250 $500 00 CARE Foundation 369 Pine Street, Suite 700 San Francisco CA 94104 Lemur Center 3/11/2008 12251 $15,000 00 Duke University 3705 Erwin Road Durham NC 27705-5000 Friends & Foundation Of The San Francisco 3/11/2008 12252 $10,000 00 Public Library San Francisco Public Library San Francisco CA 94102 3/11/2008 12253 $25,000 00 Saint Ignatius High School 2001 37th Avenue San Francisco CA 94116 4245 North Fairfax Dr 3/11/2008 12254 $5,000 00 Jane Goodall Institute Suite 600 Arlington VA 22203 3/11/2008 12255 $5,000 00 San Francisco Museum Of Modern Art 151 Third Street San Francisco CA 94103 3/11/2008 12256 $100,000 00 University Of San Francisco 2130 Fulton Street San Francisco CA 94117-1080 1 Dupont Circle, NW 4/23/2008 12672 $1,000 00 The Aspen Institute Suite 700 Washington DC 20036 4/23/2008 12673 $2,500 00 Environmental Defense Action Fund 123 Mission St San Francisco CA 94105 4/23/2008 12674 $10,000 00 KQED 2601 Mariposa Street San Francisco CA 94110-1400 4/23/2008 12675 $1,000 00 Mann Shakespeare Company P 0 Box 4053 San Rafael CA 94913-4053 4/23/2008 12676 $1,000 00 Meals On Wheels of San Francisco Inc 1375 Fairfax Ave San Francisco CA 94124 4/23/2008 12677 $10,000 00 National Gallery Of Art 4th Street & Constitution Washington DC 20565 4/23/2008 12678 $2,000 00 San Francisco Ballet Association 455 Franklin San Francisco CA 94102 San Francisco Shakespeare Festival 4/23/2008 12679 $1,000 00 Shakespeare-San Francisco P O Box 460937 San Francisco CA 94146 4/23/2008 12680 $1,000 00 San Francisco Zoological Society 1 Zoo Road San Francisco CA 94132-1098 1000 Jefferson Drive SW 4/23/2008 12681 $5,00000 Smithsonian Institution Fourth Floor Washington DC 20560-0035 4/23/2008 12682 $1,000 00 Squaw Valley Community of Writers PO Box 1416 Nevada City CA 95959 4/23/2008 12683 $100,000 00 World Wildlife Fund Inc 1250 Twenty-Fourth St, NW Washington DC 20037-1175 5/13/2008 12806 $1,000 00 AASK America 8201 Edgewater Drive, # 103 Oakland CA 94621 5/13/2008 12807 $1,000 00 Cato Institute 1000 Massachusetts Ave N W Washington DC 20001 5/13/2008 12808 $1,000 00 Dance Theatre Of Harlem 466 West 152nd St New York NY 10031 5/13/2008 12809 $1,000 00 The Exploratorium 3601 Lyon Street San Francisco CA 94123
XV-2 1 OF 2 Check Check • Date Number Amount Name Street Address Cit State Zip Code Folger Shakespeare Library 5/13/2008 12810 $1,000.00 Amherst College Trustees 201 East Capitol St, SE Washington DC 20003 Friends Of The Jose Carreras International Fred Hutchinson Cancer Research Center 5/13/2008 12811 $5,000 00 Leukemia Foundation 1100 Fairview Ave N , D5-1 00 Seattle WA 98109-1024 5/13/2008 12812 $1,00000 Henry E Huntington Library & Art Gallery 1151 Oxford Road San Marino CA 91108 Office of the Recording Secretary MIT 5/13/2008 12813 $5,000 00 Massachusetts Institute Of Tech 600 Memorial Drive, W98-308 Cambridge MA 02139-4819 5/13/2008 12814 $5,000 00 Mayo Clinic 13400 East Shea Blvd Scottsdale AZ 85259 5/13/2008 12815 $10,000 00 Metropolitan Museum Of Art 1000 Fifth Avenue New York NY 10028 New York State Theater 5/13/2008 12816 $1,000 00 New York City Ballet, Inc 20 Lincoln Center New York NY 10023 The New York Public Library Astor Lenox and Central Res Lib Rm 73 5/13/2008 12817 $1,000 00 Tilden Foundations 5th and 42nd St New York NY 10018-2788 CUNY-NYCEP 5/13/2008 12818 $2,500 00 The Graduate Center Foundation Inc 365 5th Avenue, Ste 8204 New York NY 10016-4309 5/13/2008 12819 $5,000 00 The Orangutan Foundation 4201 Wilshire Blvd, Suite 407 Los Angeles CA 90010 5/13/2008 12820 $1,000 00 Pepperdine University 24255 Pacific Coast Highway Malibu CA 90263 5/13/2008 12821 $1,000 00 Pierpont Morgan Library 225 Madison Ave New York NY 10016 5/13/2008 12822 $1,000 00 Recording For The Blind & Dyslexic, Inc 20 Roszel Road Princeton NJ 08540-6206 Dept of Anthropology 5/13/2008 12823 $5,000 00 Rutgers University Foundation 7 College Ave New Brunswick NJ 8901 5/13/2008 12824 $1,000 00 Santa Fe Institute 1399 Hyde Park Road Santa Fe NM 87501 5/13/2008 12825 $5,000 00 Memorial Sloan-Kettering Cancer Center PO Box 26338 New York NY 10087 Young Mens Christian Associaton of San 631 Howard Street 5/13/2008 12826 $1,000 00 Francisco Suite 500 San Francisco CA 94105 5/14/2008 12827 $500,00000 University Of San Francisco 2130 Fulton Street San Francisco CA 94117-1080 Regents of the University of California at Dept of Physics, Richard A Muller 6/30/2008 12904 $50,000 00 Berkeley Blg 50 Rm 5032 LBL Berkeley CA 94720 1332 N Halstead Street 9/26/2008 12913 $1,000 00 Pulmonary Fibrosis Foundation Suite 201 Chicago IL 60642-2642 Total $6.205.250 00
XV-2 20F2 ANN & GORDON GETTY FOUNDATION 95-4078340
Form 990-PF Interest on Savings and Temporary Cash Investments Statement 1
Source Amount
BEAR STEARNS 481-02023 77.
Total to Form 990-PF, Part I, line 3, Column A 77.
Form 990-PF Dividends and Interest from Securities Statement 2
Capital Gains Column (A) Source Gross Amount Dividends Amount
BEAR STEARNS 481-02023 9. 0. 9. WELLS FARGO 0001-198274 17,635. 0. 17,635.
Total to Fm 990-PF, Part I, In 4 17,644. 0. 17,644.
Form 990-PF Accounting Fees Statement 3
(a) (b) (c) (d) Expenses Net Invest- Adjusted Charitable Description Per Books ment Income Net Income Purposes
ACCOUNTING FEES 11,900. 0. 11,900.
To Form 990-PF, Pg 1, In 16b 11,900. 0. 11,900.
Form 990-PF Other Professional Fees Statement 4
(a) (b) (c) (d) Expenses Net Invest- Adjusted Charitable Description Per Books ment Income Net Income Purposes
MARTIN BOOKSPAN 24,000. 0. 24,000. VALLEJO INVESTMENTS, INC 92,842. 0. 92,842. OTHER CONSULTING FEES 72,332. 0. 72,332.
To Form 990-PF, Pg 1, In 16c 189,174. 0. 189,174.
Statement(s) 1, 2, 3, 4 ANN & GORDON GETTY FOUNDATION 95-4078340
Form 990-PF Taxes Statement 5
(a) (b) (c) (d) Expenses Net Invest- Adjusted Charitable Description Per Books ment Income Net Income Purposes
STATE FILING FEE 263. 0. 263. FEDERAL EXCISE TAX FOR YEAR 2006 1,024. 0. 0.
To Form 990-PF, Pg 1, In 18 1,287. 0. 263.
Form 990-PF Other Expenses Statement 6
(a) (b) (c) (d) Expenses Net Invest- Adjusted Charitable Description Per Books ment Income Net Income Purposes
BANK SERVICE CHARGE 130. 0. 130. COMPUTER EXPENSES 5,229. 0. 5,229. OFFICE SUPPLIES 693. 0. 693. MISCELLANEOUS 495. 0. 495. TRAINING 250. 0. 250.
To Form 990-PF, Pg 1, In 23 6,797. 0. 6,797.
Form 990-PF Other Funds Statement 7
(A) (B) Beginning of End of Description Year Year
Endowment Fund 23,363. 148,616.
Total to Form 990-PF, Part II, line 29 23,363. 148,616.
Statement(s) 5, 6, 7 ANN & GORDON GETTY FOUNDATION 95-4078340
Form 990-PF Depreciation of Assets Not Held for Investment Statement 8
Cost or Accumulated Description Other Basis Depreciation Book Value
GIFTS-MICRO EDGE SOFTWARE 7,621. 3,810. 3,811.
Total To Fm 990-PF, Part II, In 14 7,621. 3,810. 3,811.
Statement(s) 8 Form .8868 Application for Extension of Time To File an (Revs April 2009) Exempt Organization Return OMB No 1545-1709 Department of the Treasury Internal Rev enue Service ► File a for each return.
• If you are filing for an Automatic 3-Month Extension , complete only Part I and check this box ► • If you are filing for an Additional (Not Automatic) 3-Month Extension , complete only Part II (on page 2 of this form). Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868
Part I Automatic 3-Month Extension of Time. Only submit original (no copies needed).
A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete Part I only - ► 0 All other corporations (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time to file income tax returns Electronic Filing (e-file). Generally, you can electronically file Form 8868 if you want a 3-month automatic extension of time to file one of the returns noted below (6 months for a corporation required to file Form 990-T). However, you cannot file Form 8868 electronically if (1) you want the additional (not automatic) 3-month extension or (2) you file Forms 990-BL, 6069, or 8870, group returns, or a composite or consolidated Form 990-T. Instead, you must submit the fully completed and signed page 2 (Part II) of Form 8868 . For more details on the electronic filing of this form, visit www us ov/efile and click on a-file for Charities & Nonprofits Type or Name of Exempt Organization Employer identification number print ANN & GORDON GETTY FOUNDATION 95-4078340 File by the due date for Number, street, and room or suite no. If a P.O. box, see instructions. filing returnyourSee ONE EMBARCADERO CENTER , No. 1050 instructions City, town or post office, state, and ZIP code. For a foreign address, see instructions. SAN FRANCISCO , CA 94111
Check type of return to be filed (file a separate application for each return)*
0 Form 990 Form 990-T (corporation) Form 4720 0 Form 990-BL 0 Form 990-T (sec. 401(a) or 408(a) trust) Q Form 5227 Q Form 990-EZ 0 Form 990-T (trust other than above) LI Form 6069 Form 990-PF 0 Form 1041-A 0 Form 8870
MATT HALL C/O VALLEJO INVESTMENTS • The books are in the care of ► ONE EMBARCEDERO CENTER , # 10 5 0 , S . F. , CA - 94111 Telephone No. ► 415 - 352-4410 FAX No. ► • If the organization does not have an office or place of business in the United States, check this box - ► LI • If this is for a Group Return , enter the organization 's four digit Group Exemption Number (GEN) . If this is for the whole group , check this box ► L . If it is for part of the group , check this box ► LI and attach a list with the names and EINs of all members the extension will cover
1 I request an automatic 3-month (6-months for a corporation required to file Form 990-T) extension of time until August 15, 2009 , to file the exempt organization return for the organization named above. The extension is for the organization 's return for: ► ® calendar year 2 0 0 8 or tax year beginning , and ending ► O
2 If this tax year is for less than 12 months , check reason : LI Initial return 0 Final return Q Change in accounting penod
3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions. b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated
c Balance Due. Subtract line 3b from line 3a. Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System)
Caution . If you are going to make an electronic fund withdrawal with this Form 8868 , see Form 8453-EO and Form 8879-EO for payment instructions.
LHA For Privacy Act and Paperwork Reduction Act Notice, see Instructions . Form 8868 (Rev. 4-2009)
823831 05-28-09 - Form 8868 ( Rev 4-2009) Page 2
• If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part 11 and check this box ► Note . Only complete Part II If you have already been granted an automatic 3-month extension on a previously filed Form 8868. • If vnu nrw fllinn for an Automatic 3 - Mnnth FYtpnsinn _ ommnlata only Part I (on Dana 11. Part + Additional (Not Automatic) 3-Month Extension of Time. only file the original no copies needed) . Name of Exempt Organization Employer identification number Type or print NN & GORDON GETTY FOUNDATION 95-4078340 File by 1h extended"extended Number, street , and room or suite no . If a P.O. box, see Instructions. For IRS use only duedateror NE EMBARCADERO CENTER, No. 1050 filing the r r , . ,. '%;`^% %2• return see City, town or post office , state, and ZIP code. For a foreign address, see Instructions . ^? '•%F'^ s: v instructions SAN FRANCISCO, CA 94111 -f Check type of return to be filed (File a separate application for each return): Form 990 0 Form 990-EZ = Form 990-T (sec. 401 (a) or 408(a) trust) Form 1041-A C] Form 5227 = Form 8870 Q Form 990-BL 0 Form 990•PF 0 Form 990•T (trust other than above) Form 4720 Form 6069
STOPI Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868. MATT HALL C/O VALLEJO INVESTMENTS ONE EMBARCEDERO CENTER, #10 5 0, S . F . , CA - 94111 o The books are in the care of ► TelephoneNo 415-352 - 4410 FAX • If the organization does not have an office or place of business In the United States, check this box ► Q • If this is for a Group Return , enter the organization 's four digit Group Exemption Number (GEN) . If this Is for the whole group, check this box ► O . If it is for part of the group , check this box ► 0 and attach a list with the names and EiNs of all members the extension Is for. 4 I request an additional 3-month extension of time until November 15, 2009 , 5 For calendar year 2 0 0 8 , or other tax year beginning , and ending 6 If this tax year Is for less than 12 months, check reason : Initial return El Final return Change in accounting period 7 State in detail why you need the extension THE INFORMATION REQUIRED TO FILE A COMPLETE TAX RETURN IS NOT AVAILABLE AT THIS TIME. 8a If this application is for Form 990-BL, 990-PF, 990-T, 4720 , or 6069, enter the tentative tax, less any nnnrwfnntiahln nrwrtltq Caw inetnrctinnc 8a S 0. b If this application is for Form 990-PF, 990•T, 4720 , or 6069, enter any refundable credits and estimated tax payments made . Include any prior year overpayment allowed as a credit and any amount paid L 1,294. c Balance Due. Subtract line 8b from line 8a. Include your payment with this form, or, If required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions. 8c $ 0• /f Signature and Verification Under penalties ury,u dec r tp^Fl examined this form, including accompanying schedules and statements , and to the best of my knowledge and belief, it is true , co Oct, aq^p rn I d'f{ ap prized to prepare this form. d
Sic nature ► Title ► Date ► 9-2 7-0 f Form 8868 (Rev
823832 03-11-09
18 P 12160817 351421 95-4078340 2008.03030 ANN & GORDON GETTY FOUNDATI 95-40781