Return of Private Foundation OMB No 7545-0052 Form 990-PF or Section 4947(a)(1) Nonexempt Charitable Trust a Department of the Treasury Treated as Private Foundation 2 In ternal ReH:nue Service Note : The organization may be able to use a copy of this return to satisfy state reporting r. or calendar year 2002, or tax year beginning July 1 , 2002, and ending June 30 20 03 G Check all that apply: 0 Initial return E] Final return E] Amended return 0 Address change 0 Name change Name of organization A Employer Identlflcat U59 thl! 1R$ label. The J. Paul Getty Trust 95-1790021 Othervrise, Number and street (or P 0 box number if mad is not delivered to street address) Room/suite B Telephone number (seepage 10 of the instructions) print 1200 Getty Center Dnve, 401 (310) 440-6444 or type. City or town, state, and ZIP code $8A $Pt~Clf C C H exemption application is pending. check here loo R Instructions . Los Angeles, CA 90049-1642 D 1 Foreign organizations, check here 10. El H Check type of organization : F&] Section 501(c)(3) exempt private foundation 2. Foreign organizations meeting the 85% lest, Section 4947(a)(1) nonexempt charitable trust E] Other taxable private foundation check here and attach computation 10. El E If private foundation status was terminated O I Fair market value of all assets at end J Accounting method: E] Cash R] Accrual under section 507(b)(1)(A), check here of year (from Part ll, cot. (c), F] Other (specify) F I( the foundation is in a 60-month termination line 16) " $ 9 , 100,188 385 (Part l, column (d) must be on cash basis.) under section 507(b)(1)(8), check here 10. Part I Analysis of Revenue and Expenses (The total (d) Disbursements /a) Revenue and (b) Net investment (c) Adjusted net for charitable ofamounts in columns (b). (c), and (d) may not necessarily equal expenses per income income purposes the amounts in column (a) (see page 10 0l the instructions)) books (cash basis only) 1 Contributions, gifts, grants, etc., received (attach schedule) . . Check lo. 0 if the foundation is not required to attach Sch. B 2 Distributions from split-interest trusts ...... 3 Interest on savings and temporary cash investments ...... 4 Dividends and interest from securities ...... 5a Gross rents ...... b (Net rental income or (loss) (10,481) ) 6a Net gain or (loss) from sale of assets not on line 10 d b Gross sales price for all assets on line 6a 4,206,309.751 7 Capital gain net income (from Part IV, line 2) . . . . 8 Net short-term capital gain ...... I 9 Income modifications ...... - . . . -. . . 10a Gross sales less returns and allowances. 14 630 144 b Less: Cost of goods sold . . . . 2386947 c Gross profit or (loss) (attach schedule) ...... 7.243 .1 7 11 Other income (attach schedule) ...... 12 Total. Add lines 1 through 11 ...... 13 Compensation of officers, directors, trustees, etc. d 14 Other employee salaries and wages ...... 15 Pension plans, employee benefits ...... 'F6 a°~~ es (at~ ch schedule) ...... _~bI=~A~ t bu rig fs ~s (attach schedule) ...... ;>_` c Other profe ~s .nal fees (attach schedule) ...... a'7 11~2'tJ4 .
I M ~~ ~8 ~ Taxes (attach .~ ~.ule) (see page 13 of the.instructions) . . . . T- C - 19-~Bepre on (~ ach schedule) and depletion . . . . taDsZ y ~ ...... 1- ravel, conferences, and meetings ...... 22 Printing and publications ...... 23 Other expenses (attach schedule) ...... ;~ 24 Total operating and administrative expenses. Add lines 13 through 23 ...... O 25 Contributions, gifts, grants paid ...... 26 Total expenses and disbursements. Add lines 24 and 25 . . . 285 .144.4761 17.517 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements . . . . b Net investment income (if negative, enter -0-) . . c Adjusted net income (if negative, enter -0-) . . . . or PapenNOrk Reduction Act Notice, see the instructions. Form 990-PF (20o2) A F FED2037F 'i Form 990-PF(2002) page 2 Attached schedules and amounts in the description column Beginning of year End of year Part II] Balance Sheets should be for end-of-year amounts only (See instructions ) (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash - non-interest-bearing ...... 212, 120 206,801 206,801 2 Savings and temporary cash investments ...... 250,691 ,781 449,748. 174 449,748, 174 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 (attach schedule) (see page 15 of the instructions) ...... 7 Other notes and loans receivable (attach schedule) Less: allowance for doubtful accounts N 8 Inventories for sale or use ...... 3,288 ,215 2,324,902 ,~ 9 Prepaid expenses and deferred charges ...... 2,627,452 3,674.W 3-674-229 10a Investments - U.S. and state government obligations (attach schedule) . . . . b Investments - corporate stock (attach schedule) ...... 2-702.595,991 2,688,868,479 2-699.86R 479 c Investments - corporate bonds (attach schedule) ...... 494,062,372 490779,292 490,779 9W 11 Investments-land, buildings, and equipment: basis 10. Less: accumulated depreciation (attach schedule) 12 Investments - mortgage loans ...... 4457150222 441 -RRQ-()90 44] .RR9 920 13 Investments-other (attach schedule) ...... 3119,476,077 319,496077 14 Land, buildings, and equipment: basis 1o. 1,417,668,513 Less: accumulated depreciation (attach schedule) " 271 , 121-489 1 ,279,879. 14 1, 1 46 547,024 1 006 15 Other assets (describe " See attached schedule, page 52 ) _,).Ogg 161,513 ? .'1701R141WS 141,95646? 16 Total assets (to be completed by all filers - see page 16 of the instructions. Also, see page 1, item I) ...... 7.832. 1W642 8 , 185,692,057 9, 100, 188,385 17 Accounts payable and accrued expenses ...... 909,674 7R I 405,90R 1?7 r 18 Grants payable ...... ~d 19 Deferred revenue ...... 20 Loans from officers, directors, trustees, and other disqualified persons ...... 21 Mortgages and other notes payable (attach schedule) ...... 219,893,755 500,026,730 collateral J 22 Other liabilities (describe jo. Securities lending held ) 195365956 440 442 R09
23 'Total liabilities (add lines 17 through 22) ...... Organizations that follow SFAS 117, check here ...... and complete lines 24 through 26 and lines 30 and 31 . v 24 Unrestricted ...... 25 Temporarily restricted ...... m 26 Permanently restricted ...... 'oc Organizations that do not follow SFAS 117, check here lim. 0 :end complete lines 27 through 31 . 0 27 (;apital stock, trust principal, or current funds ...... 28 Paid-in or capital surplus, or land, bldg ., and equipment fund . °' 29 Retained earnings, accumulated income, endowment, or other funds ...... 30 Total net assets or fund balances (see page 16 of the `~d instructions) Z 31 Total liabilities and.net assets/fund balances .(see .page 16 . . of the instructions) .
PartIII Analysis of Changes in Net Assets or Fund Balances
1 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) " Unrealizedgain on investments 4 Addlines 1,2,and 3 ...... 5 Decreases not included in line 2 (itemize) t iJnreali7ed loco nn interest rate swan 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30 . . . Form 990-PF (2002) FED2037F 2 Form 990-PF(2002) Pape 3 Part IV T C ital Gains and Losses for Tax on Investment Income (b) How acquired (a) Ust and describe the kind(s) of property sold (e g , real estate, p - purchase (c) Date acquired (d) Date sold 2-story buck warehouse, or common stock, 200 shs MLC Co ) D - Donation (mo , day, yr ) (mo , day, yr ) a vanous vanous b various vanous c d e (e) Cross sales pace (f) Depreciation allowed I (g) Cost or other basis (h) Gain or (loss) (or allowable) plus expense of sale (e) plus (0 minus (g) a (164.120.924) b 17.156.1391 c
Complete only for assets in 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) coi (k), but not less than -0-) or (I) F til V 12/31/69 as of as of 12/31/69 over col 0), if any Losses (from col (h))
a (164,120 .9241 b (Z,,156,1391 c
If gain, also enter in Part I, line 7 . Capital net income or (net capital loss). 2 gain 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 gaJn, also enter in Part I, line S, column (c) (see pages 12 and 17 of the instructions): If (loss), enter -0- in Part I, line 8 3 Part V Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income =or optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.) section 4940(d)(2) applies, leave this part blank. /as the organization liable for the section 4942 tax on the distributable amount of any year in the base period? Yes F~ No "Yes," the organization does not qualify under section 4940(e). Do not complete this part.
I1 Enter the appropriate amount in each column for each year ; see page 17 of the instructions before making any entries .
Base period years M Distribution ratio Adjusted qualify(b)ing distributions Net value of noncharitable-use assets I Calendar yaar (or tax year beginning in) (col (b) divided by col . (c)) 2001 2000 1999 1998 1997
2 Total of line 1, column (d) ...... 2 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
4 Enter the net value of noncharitable-use assets for 2002 from Part X, line 5 ...... 4
5 Multiply line 4 by line 3 ...... 5
6 Enter 1% of net investment income (1% of Part I, line 27b) ...... 6
7 Add lines 5 and 6 ...... 7
8 Enter qualifying distributions from Part XII, line 4 ...... 1 8 I If line 8 is equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1 % tax rate. See the Part VI instructions on aaae 17. Form 990-PF (2ooz) FED2037F 'i Forth 990-PF(2002) Page 4 Part VI I Excise Tax Based on Investment Income , or 4948 - see page 17 of the 1a Exempt operating foundations described in section 4940(d)(2), check here " 2 and enter "N/A" on line 1 . Date of ruling letter: 10/25/85 (attach copy of ruling letter if necessary-see instructions) b Domestic organizations that meet the section 4940(e) requirements in Part V, check here " 0 and enter 11% of Part I, line 27b ...... c All other domestic organizations 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-) ...... 3 Add lines 1 and 2 ...... 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) ...... 4 5 Tax based on investment income. Subtract line 4 from line 3 . If zero or less, enter -0- ...... 5 6 Credits/Payments: a 20b2 estimated tax payments and 2001 overpayment credited to 2002 . 6a 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 8 Enter any penalty for underpayment of estimated tax. Check here F1 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 ...... IN. 9 10 Ovorpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid . . . . . No. 1d 11 Enter the amount of line 10 to be: Credited to 2003 estimated tax " Refunded p. 11 Part Vlll A 1 Statements Regarding Activities 1a During the tax year, did the organization attempt to influence any national, state, or local legislation or did it Yes No participate or intervene in any political campaign? ...... la x b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 18 of the instructions for definition)? ...... 1b If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials pubfished or distributed by the organization in connection with the activities . c Did the organization file Form 1120-POL for this year? ...... 1c d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year: (1) On the organization . op. $ 0 (2) On organization managers . " $ 0 e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on organization managers. " $ - 2 Has the organization engaged in any activities that have not previously been reported to the IRS? ...... 2 If "Y3s,"attach a detailed description of the activities . 3 Has the organization 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 . . . 3 x 4a Did the organization have unrelated business gross income of $1,000 or more during the year? ...... 4a x b If "Yes," has it filed a tax return on Form 990-T for this year? ...... 4b X 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? ...... 5 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? ...... 6 7 Did the organization have at least $5,000 in assets at any time during the year? If Wes,"complete Part ll, coL (c), and Part XV ...... 7 8a Enter the states to which the foundation reports or with which it is registered (see page 19 of the instructions) jo. California. New York b If the answer is "Yes" to line 7, has the organization 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 ...... 8b 9 Is the organization claiming status as a private operating foundation within the meaning of section 4942Q)(3) or 4942{j)(5) for calendar year 2002 or the taxable year beginning in 2002 (see instructions for Part XIV on page » 25)? If "Yes, complete Part XIV ...... 9 10 Did any persons become substantial contributors during the tax yeah? If "Yes, " attach a schedule listing their names and addresses . . . 10 11 Did the organization comply with the public inspection requirements for its annual returns and exemption application? ...... 11 ~ x Web site address jo. www.gen.edu 12 The hooks are in care of p. Bradley W. Wells, Vice President for Finance Telephone no. " (310) 440-7343 Located at p. 1200 Gett; Center Drive, Ane~elc,S'Los .A ZIP+4 lio. 90049 13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here ...... op. 0 and enter the amount of tax-exempt interest received or accrued during the year ...... 10. 1 13 1 Non Applicable Form 990-PF (2002) FED2037F 4 Form 990-PF (2002) Page 5 Part VIII-B i 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. 1a During the year did the organization (either directly or indirectly): (1) Engage in the sale or exchange, or leasing of property with a disqualified person? . . . . [-] Yes [ij No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? ...... E] Yes [0 No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? . . . 0 Yes ~ No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? . . . . 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 official? (Exception . Check "No" if the organization agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days .) ...... El Yes E] No b If any answer is -Yes" to 1a(1 )-(6), did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 19 of the instructions)? ...... 1 b Organizations relying on a current notice regarding disaster assistance check here ...... lo. 0 c Did the organization 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 2002? ...... 1c 2 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private operating foundation defined in section 4942(j)(3) or 4942(j)(5)): a At the end of tax year 2002, did the organization have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2002? ...... E] Yes [] No If "Yes," list the years " 20 , 20 , 19 , 19 b Are there any years listed in 2a for which the organization 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 page 19 of the instructions .) ...... 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. po. 20 , 20 , 19 , 19 3a Did the organization hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? ...... a] Yes [:] No b If "Yes," did it have excess business holdings in 2002 as a result of (1) any purchase by the organization 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 organization had excess business holdings in 2002.) ...... 3b 4a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes? ...... 4a b Did the organization make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2002? ...... 4b 5a During the year did the organization pay or incur any amount to: (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? . 0 Yes 2 No (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? ...... E] Yes &] No (3) Provide a grant to an individual for travel, study, or other similar purposes? ...... &] YesE] 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)? ...... a] Yes EJ 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? ...... E] Yes E] 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 page 20 of the instructions)? ...... 5b Organizations relying on a current notice regarding disaster assistance check here ...... lo. 0 c If the answer is "Yes" to question 5a(4), does the organization claim exemption from the tax because it maintained expenditure responsibility for the grant? ...... FX] Yes No If "Yes, "attach the statement required by Regulations section 53.4945-5(d) . 6a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ...... E] Yes a] No b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . . . If you answered "Yes" to 6b, also file Form 8870. Form 990-PF (2002)
FED2037F 5 Form 990-PF(2002) Page 6 Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and VIII - Contractors 1 List all officers, directors, trustees, foundation managers and their com ensation see page 20 of the instructions (c) Compensation I (d) Contributions to (b) Title, and average I (e) Expense account, hours per week (H not paid, employee benefit plans (a) Name and address other allowances devoted to position enter - 0 -) and deferred compensation
2 Compensation of five highest-paid employees (other than those included online 1 -seepage 20 of the instructions). If none, enter "NONE." (d) Contributions to (b) Title and average employee benefit (e) Expense account Compensation (a) Name and address of each employee paid more than $50,000 hours per week (c) plans and deferred other allowances devoted to position compensation
;ee page
otalnum ber ofother employees paid over $50,000 ...... ~~~~~~~~~~~~~-~~~~~~~~ 461 3 Five highest-paid independent contractors for professional services - (see page 20 of the instructions). If none, enter "NOINE." (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
total num ber of others receiving over $50,000 for professional services ...... 10- 1 1 15 Part IX-A Summary of Direct Charitable Activities statistical information such as the number List the foundation's four largest direct charitable activities during the tax year Include relevant Expenses of organizations and other beneficiaries served, conferences convened, research papers produced, etc 1 AU_achvitiec include operating and canital expenditures . 12agPs 98-1 12 for a cn=lete list-
2
3
4
Form 990-PF (zoo2)
FED2037F 6 Form 990-F'F (2002) Page 7 Part IX-13 Summary of Investments (see page 21 of the instructions Describe the two largest program-re investments made by the foundation during the tax year on lines 7 and 2 Amount Slpne
2
All other program-related investments See page 21 of the instructions 3
Total. Add lines 1 through 3 Part X Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see a e 21 of the instructions. 1 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 ...... la 4 105,479,931 b Average of monthly cash balances ...... 1b 235,605 c Fair market value of all other assets (see page 22 of the instructions) ...... 1c 34,609,058 d Total (add lines 1 a, b, and c) ...... Id 4-140-324 594 e Reduction claimed for blockage or other factors reported on lines .1 a. . . and 1c (attach detailed explanation) ...... 1e 2 Acquisition indebtedness applicable to line 1 assets ...... 2 37,924,737 3 Subtract line 2 from line 1d ...... 3 4, 102,399,857 4 Cash deemed held for charitable activities . Enter 1'/z% of line 3 (for greater amount, see page 22 of the instructions) ...... 4 61 35,998 5 Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 ...... 5 4.0 40,863 ,859 6 Minimum investment return. Enter 5% of line 5 ...... 6 202,043,193 Distributable Amount (see page 23 of the instructions) (Section 4942(j)(3) and (j)(5) private operating Part XI foundations and certain foreign organizations check here io. R and do not complete this part.) 1 Minimum investment return from Part X, line 6 ...... 1 2a Tax cm investment income for 2002 from Part VI, line 5 . . . . . 2a b Income tax for 2002. (This does not include the tax from Part. VI.)...... 2b c Add lines 2a and 2b ...... 2c 3 Distributable amount before adjustments. Subtract line 2c from line 1 ...... 3 4a Recoveries of amounts treated as qualifying distributions ...... 4a b Income distributions from section 4947(a)(2) trusts ...... 4b c Add lines 4a and 4b ...... 4c- 5 Add lines 3 and 4c ...... 5 6 Deduction from distributable amount (see page 23 of the instructions) ...... 6 7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...... 7 Part Al Qualiin Distributions see page 23 of theinstructions. 1 Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes : a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 ...... la 198,584-097 b Program-related investments - Total from Part IX-13 ...... 1b 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes ...... 2 1 938 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 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4 ...... 4 296,206,035 5 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment income. Enter 1% of Part I, line 27b (see page 24 of the instructions) ...... 5 6 Adjusted qualifying distributions. Subtract line 5 from line 4 ...... 6 296,206,035 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 nears. Form 990-PF (2002) FED2037F 7 Forth 990~ PF (2002) page $
Part x111 Undistributed Income (see page 24 of the instructions) Not applicable
(a) I (b) (c) (d) 1 Di:;tributable amount for 2002 from Part XI, Corpus Years prior to 2001 2001 2002 line 7 ...... 2 Undistributed income, if any, as of the end of 2001 : a Enter amount for 2001 only ...... b Toted for prior years: 20 , 19 , 19 3 Excess distributions carryover, if any, to 2002: a From 1997 ...... b From 1998 ...... c From 1999 ...... d From 2000 ...... e From 2001 ...... f Total of lines 3a through e ...... 4 Qualifying distributions for 2002 from...... Part XII, line 4: po. $ a Applied to 2001, but not more than line 2a . . . . . b Applied to undistributed income of prior years (Election required - see page 24 of the instructions) ...... c Treated as distributions out of corpus (Election required - see page 24 of the instructions) . . . . d Applied to 2002 distributable amount ...... e Remaining amount distributed out of corpus . . . . 5 Excess distributions carryover applied to 2002 . . (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 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 page 24 of the instructions ...... e Undistributed income for 2001 . Subtract line 4a from line 2a. Taxable amount - see page 24 of the instructions ...... f Undistributed income for 2002. Subtract lines 4d and :i from line 1 . This amount must be distributed in 2003 ...... 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(E) or 4942(8)(3) (see page 24 of the instructions) ...... 8 Excess distributions carryover from 1997 not applied on line 5 or line 7 (see page 25 of the instructions) ...... I, 9 Excess distributions carryover to 2003. Subtract lines 7 and 8 from line 6a ...... 0 Analysis of line 9: a Excess from 1998 ...... b Excess from 1999 ...... c Excess from 2000 ...... d Excess from 2001 ...... e Excess from 2002 ...... Form 990-PF (2002)
FED2037F 8 Form 990-P1=(2002) Page 9 :stion 9) 1a If the foundation has received a puling or determination letter that it is a private operating foundation, and the ruling is effective for 2002, enter the date of the ruling ...... lo. June 1 . 1972 b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or 4942Q)(5) 2a Enter the lesser of the adjusted net lax year Prior 3 years income from Part I or the minimum (a) 2002 (b) zoos (c) 2000 i 1999 (o) Total investment return from Part X for each year listed ...... 95,073,496 101 , 112,462 201 ,004,280 2 b 85% of line 2a ...... 90 919 47? R5 945 591 170,951 OR ? c Qualifying distributions from Part XII, - T line ~4 for each year listed ...... 296-206-015 ?69141641 767956299 2 d Amounts included in line 2c not used directly for active conduct of exempt activities . . . . . 17,793.5R1 19,491 .949 17.753.50.5 - e Qualifying distributions made directly for active conduct of exempt activities Subtract line 2d from line 2c ...... 27 8 .412.454 249,649,693 250.202.794 21 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 z/3 of minimum investment return shown in Part X, line 6 for each year listed ...... 134,695,46? 151,411, 1 R4 171,761,560 1 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(j)(3)(B)(iii) ...... (3) Largest amount of support from an exempt organization ...... (4) Gross investment income ...... Part XV] Supplementary Information (Complete this part only if the organization had $5,000 or more in assets at any time during the year - see page 25 of the instructions .) Information Regarding Foundation Managers: 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).) one 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: Check here lo. []if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. If the organization makes gifts, grants, etc. (see page 25 of the 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: See pages 113-114
b The form in which applications should be submitted and information and materials they should include: See pages 113-114
c Any submission deadlines: See pages 113-1 l4
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other See page's 113-114
Form 990-PF (2002) FED2037F 9 Form 990-P1=(2002) 10 Part XV J Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or roved for Future If recipient is an individual , Recipient show any relationship to' Foundation Purpose of grant or ~- any foundation manager status of contribution Amount Name and address (home or business) or substantial contributor recipient a Paid during the year
See page:. 115-154 19,308,042
Total 1 3a b Approved for future payment
See pages 115-154 15,792,324
Totall ...... 3b 1 15.792324 Form 990-PF (2002) FED2037F 10 'ortn 990-PF (2002) Page 11 Part XVI-Ar is of Income-Producing Activities nter gross amounts unless otherwise indicated Unrelated business income Excluded by section 512, 513, or 51 (e) Related or exempt (d) function income Business code Amount Exclusion code Amount (See page 26 of 1 Program service revenue: the instructions ) a Leadership Institute tuition b Ticketed performances c Museum education classes d Royalties e AudioQuide rental f Other program service revenue g Fee: and contracts from government agencies . . . . . 2 Membership dues and assessments ...... 3 Interest on savings and temporary cash investments . . . . 4 Dividends and interest from securities ...... 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 property . . . . . 7 Other investment income ...... 8 Gain or (loss) from sales of assets other than inventory . . 9 Net income or (loss) from special events . . . . . 10 Gross profit or (loss) from sales of inventory . . 11 Other revenue: a b Limited partnership income (tax basis) c wok-to-tax partnership adjustment d Paxkingrevenue e Employee mortgage income ~2 Subtotal . Add columns (b), (d), and (e) ...... 3 Total Add line 12 columns (b) (d) and (e) 13 (38605.008) See worksheet in line 13 instructions on page 26 to verify calculations .) Part XVI~-B Relationship of Activities to the Accomplishment of Exempt Purposes Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly the Line No. to accomplishment of the organization's exempt purposes (other than by providing funds for such purposes). (See page 26 of the instructions.)
Form 990-PF (2002) FED2037F ' 1 Form 990-PF (2002) Page 12 Part X'VII Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Yes No Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organization to a noncharitable exempt organization of: (1) Cash ...... 1a1 (2) Other assets ...... 1a2 b Other Transactions : (1) Sales of assets to a noncharitable exempt organization ...... 1b 1 (2) Purchases of assets from a noncharitable exempt organization ...... 1b 2 (3) Rental of facilities, equipment, or other assets ...... 1b 3 (4) Reimbursement arrangements ...... 1b 4 x (5) Loans or loan guarantees ...... 1b 5 (6) Performance of services or membership or fundraising solicitations ...... 1b 6 c Sharing of facilities, equipment, mailing lists, other assets, or paid employees ...... 1c d 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 organization . If the organization received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received . Line no (b) Amount involved (c) Name of nonchantable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a Is the organization 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? ...... [] Yes El No b If "Ye s," complete the following schedule . (a) Name of organization (b) Type of organization (c) Description of relationship
Under penalties of penury, I declare at I have examined this return, including true, correcye1%.omplete DAcI ion of prepacipr (otFArJWn taxpayer or fid
or
0 Preparer's' a m signature d N P~ n Firm's name (or yours if salt-employed), address, CMG LLP and ZIP code ' 355 South Grar
FED2037F 12 Form 8868 Application for Extension of Time To File an (December 2000) Exempt Organization Return OMB No 1545-1709 epartment of the Treasury temal Revenue service " File a separate application 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). . Note: Do not complete Part 11 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) 990-T corporations requesting automatic Note: Farm an 6-month extension - check this box and complete Part l only . . . . No. M All other corporations (including Form 990-C filers) must use Form 7004 to request an extension of time to file income tax returns. Partnerships, REMICs and trusts must use Form 8736 to request an extension of time to file Form 1065, 1066, or 1041. Type or Name of Exempt Organization Employer ident(flcatlon number print THE J . PAUL GETTY TRUST 95-1790021 File by the Number, street, and room or suite no If a P.O box, see instructions . due date for filing your 1200 GETTY CENTER DRIVE, SUITE 401 return See City, town or post office, state, and ZIP code For a foreign address, see instructions instructions LOS ANGELES CA 90049-1642 Check type of return to be filed (file a separate application for each return): 0 Form 990 0 Form 990-T (corporation) E] Form 4720 Form 990-BL 0 Form 990-T (sec. 401(a) or 408(a) trust) 0 Form 5227 Form 990-EZ 0 Form 990-T (trust other than above) E] Form 6069 0 Form 990-PF 0 Form 1Q41-A [] Form 8870 " If the organization does not have an office or place of business in the United States, check this box ...... 11.7 " 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 jo. [:] . If it is for part of the group, check this box jo. [] and attach a list with the names and EINs of all members the extension will cover. ' 1 I request an automatic 3-month (6-month, for 990-T corporation) extension of time until Februaxy 15 , 20 04 to file the exempt organization return for the organization named above. The extension is for the organization's return for. [] calendar year 20 -or [] tax year beginning July 1 , 20 0 2 , and ending June 3 0 , 20 -9-3-L .
2 If this tax year is for less than 12 months, check reason: [] Initial return [] Final return [:] Change in accounting period
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 ...... $ 0 b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit ...... $ 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). See ...... instructions ...... $ 0 .00 Signature and Verification . Under penalties of penury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and comp let that I am authorized to prepare this form Vice President for Finance Signature ~ x Title ~ Bradl ey W . Wells Date /~~ S~ ~3 For PapenNOrk Reduction Act Notice, see Instruction Form 8868 (t2-2000)
IS 4 STF FE09056F 1 i
8888 (,2-200) 2 If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II and cheek this box , , , , , ote: Only complete Part 11 ff you have already been granted an automatic 3-month extension on a previously filed Form 8868. If ou an s filing for an Automatic 3-Month Extension, complete only Part I (on page 1) . ,Additional not automatic 3-Month Extension of Time - Must File Original and One Co Name of Exempt Organization Employee Identfflcation number pe or Int THE J . PAUL GETTY TRUST W 95-1790021 D by the Number, street, and room or suite no. If a P.O. box, see instructions. ''+ Y For IRS use only ended 3 date for 1200 GETTY CENTER DRIVE, #401 the City, town or post office, state, and ZIP code. For a foreign address, see instructions. = ~ t im See ~ - tructions LOS ANGELES CA 90049-1642 heck type of return to be filed (File a separate application for each return): Form 990 I I Form 990-EZ I~I Form 990-T (sec. 401(a) or 408(a) trust) I (Form 1041-A II- 1I Form 5227E] Form 8870 Form 990-BL n Form 990-PF I I Form 990-T (trust other than above) I-IForm 4720 I I Form soss Do not complete Part II If you were not already granted an automatic 3-month extension on a previously filed Form 8868.
If the organization does not have an office or place of business in the United States, check this box, , , , , , , , , , , , , , , . ~ U Ii this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN . If this is r the whale group, check this box " . If it is for part of the group, check this box " and attach a list with the Mmes and EINs of all members the extension is for. s I request an additional 3-month extension of time until MAY 17, 2004 i For calendar year , or other tax year beginning JULY 1, 2002 and ending J[iNL 30, 2003 i If this tax year is for less than 12 months, check reason : Initial return Final return Change in accounting period I State in detail why you need the extension ADDITIONAL TIME IS NEEDED IN ORDER TO GATHER INFOR14ATION NECESSARY TO FILE A COMPLETE AND ACCURATE RETURN .
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 , $ NONE 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 previously with Form 8868 $ Balance Due. Subtract line Sb from line 8a. Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by using EFfPS (Electronic Federal Tax Payment System). See instructions $ NONE Signature and veritication U er penalties of penury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge end belief, N I~true, correct, and complete, and that I em authorized to prepare this form
IGL Title lo-CPA Date 1 :P- ~I Notice to Applicant - To Be Completed by the IRS We have approved this application . Please attach this form to the organization's return . We hfrve not approved this application . However, we have granted a 10-day grace period from the later of the date shown below or the due date of the organization's return (including any prior extensions) . This grace period is considered to be a valid extension of time for elections otherwise required to be made on a timely return . Please attach this form to the organization's return . We have not approved this application . After considering the reasons stated in item 7, we cannot grant your request for an extension of time to file . W e are not granting a 10-day grace period . We cannot consider this application because it was filed after the due date of the return for which an extension was requested . Other
By: COPY Date MaIling Address - Enter the address if you want the copy of this application for an additional 3-month extension to a n address different than the one entered above. Name K1PMG LLP ATTN : REGINA L . PRINCE or Number and street (Include suite, room, or apt . no.) Or e P.O. box number 3!i5 S . GRAND AVE ., #2000 City or town, province or state, and country (Including postal or ZIP code) LOS ANGELES, CA 90071 Form 056a (12-2000) THE J . PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
INDEX OF SUPPORT SCHEDULES
Description of Schedule Return Reference Page #
Contributions received SCHEDULE B 1
Gain or (loss) on sale of assets Part I, Line 6 4
Dividends and interest from securities Part I, Line 4 5
Income modifications Part I, Line 9 5
Gross profit (loss) Part I, Line 10(c) 6
Other income Part I, Line 11 6
Professional services Part I, Line 16 7
Interest expense Part I, Line 17 7
Tax expense Part I, Line 18 7
Depreciation expense Part I, Line 19 8
Other expenses Part I, Line 23 9
Summary of investments - securities Part II, Line 10 10
Summary of investments - mortgage loans Part II, Line 12 10
Summary of investments - other Part II, Line 13 10
Land, buildings and equipment Part II, Line 14 52
Other assets Part II, Line I S 52
Notes payable Part II, Line 21 53
Summary of capital gains (losses) Part IV, Lines 1 and 2 55 for tax on investment income THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO . 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
INDEX OF SUPPORT SCHEDULES
Description of Schedule Return Reference Pale #
Information regarding Part VII - A, Line 3 56 changes in bylaws
Information regarding Part VII - B, Line 5(c) 65 expenditure responsibility grants
Compensation of officers Part VIII, Subpart 1 92
Five highest paid employees Part VIII, Subpart 2 96
Five highest paid professionals Part VIII, Subpart 3 97
Direct charitable activities Part IX - A 98
Information regarding grant programs Part XV, Line 2 113
Contributions made Part XV, Line 3 115
Relationship of activities to the Part XVI - B 155 accomplishment of exempt purposes THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
SCHEDULE B - SCHEDULE OF CONTIBUTIONS $5,000 OR MORE Cash Non-Cash Non-Cash Contribution Donor Name Address Amount Amount Description David Alexander Claremont, CA 5,000 American Airlines Inc. Fort Worth, TX 25,000 Anawalt Lumber Co., Inc. Los Angeles, CA 5,000 Kenneth Avidor Minneapolis, MN 5,000 7 Photos, Philip Weiner Bank of America Los Angeles, CA 25,000 Bank of the West Los Angeles, CA 25,000 Daniel N. Belin Los Angeles, CA 5,000 Bruce Berman Los Angeles, CA 98,200 37 Photos, various .. Nancy and :. Booth Heritage Foundation Los Angeles, CA 10,000 Phillips Jr. Patricia Chadwell Fremont, CA 7,500 8 Photos, A.R. John F. Cooke Los Angeles, CA 5,000 Lloyd E. Cotsen Los Angeles, CA 5,000 Hanita E. Dechter Los Angeles, CA 5,000 20 Photos, Anthony Friedkin Albert and Sue Dorskind Los Angeles, CA 35,000 Sandra A. Ell Pasadena, CA 5,000 Robert F. Erburu Los Angeles, CA 5,000 Robert F. Erburu Los Angeles, CA 5,000 Charitable Gift Fund/Fidelity Investments Boston, MA 5,000 Barbara G. Fleischman New York, NY 5,000 Walter Gilbert Cambridge, CA 5,000 Gold Family Charitable Foundation Beverly Hills, CA 5,000 5,000 Martha Hammer Los Angeles, CA 5,000 C Hankes-Drielsman New York, NY Mary Tavener Holmes New York, NY 5,000 Sheri L. Jamieson Lo Jolla, CA 5,000 Jewish Community Foundation Los Angeles, CA 5,000 THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
SCHEDULE B - SCHEDULE OF CONTIBUTIONS $5,000 OR MORE Cash Non-Cash Non-Cash Contribution Donor Name Address Amount Amount Description William B. Jordan Dallas, TX 5,000 Carol Kean Encinitas, CA 7,500 6 Objects, A.R. Phillips Jr. Charles Wehrenberg and Sally Larson San Francisco, CA 100,000 4 Photos, Henry Bosse Roy Lennox and Joan Weberman New York, NY 5,000 Barbara Poe Levee Los Angeles, CA 5,000 Barbara Levee Los Angeles, CA 27,300 7 Antiquities, various Jon B. and Lillian P. Lovelace Santa Barbara, CA 5,000 Joseph McCrindle New York, NY 100,000 1 Drawing, Old Woman with Arms ., Outstretched N Larry McNamee Pacific Palisades, CA 5,000 Doris P. Meister New York, NY 5,000 New York Community Trust New York, NY 5,000 Peter Norton Santa Monica, CA 5,000 Photos, Richard Misrach Michael Perlis Los Angeles, CA 18,000 3 1 Drawing, Mirage City Deanna Petherbridge London, GREAT BRITAIN 5,000 2 Photos, Andy Warhol James and Susan Phillips Laguna Niguel, CA 5,000 Sol L. Rabin Beverly Hills, CA 5,000 7,500 1 Photo, Repent for the Kingdom of Heaven David Ramond New York, NY is at Hand Photos, Makuda Takagi Dan and Mary Solomon Monarch Beach, CA 10,800 12 Marts Stang Pacific Palisades, CA 5,000 10,000 Disney Concert Hall Project Archives Stegeman and Kastner, Inc. Los Angeles, CA The Elbridge & Evelyn Stuart Foundation c/o Clarke Wilson, WY 70,000 A. Nelson John A. Sturgeon Los Angeles, CA 5,000 William R. Suddaby Sugarloaf Key, FL 5,000 THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
SCHEDULE B - SCHEDULE OF CONTIBUTIONS $5,000 OR MORE Cash Non-Cash Non-Cash Contribution Donor Name Address Amount Amount Description Rex Weiner Los Angeles, CA 5,000 7 Photos, Doro Maar Luanne Wells Beverly Hills, CA 5,000 Stephen White Studio City, CA 10,000 Stephen and Marianne White Archive Malcolm H. Wiener Greenwich, NY 5,000 Michael G. and Jane Wilson London, GREAT BRITAIN 80,000 40 Photos, Jim Divola
TOTAL CONTRIBUTIONS 315,000 531,800
., .w. i DA THE viviarii7 "ii3iiCi
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
GAIN OR (LOSS) ON SALE OF ASSETS -- PART I, LINE 6:
Date Manner Date Gam Acquired Acquired Sold To Whom Sold Asset Proceeds Depreciation Cost Loss
1998 Purchase 2002 Los Angeles Natural History Modular Office Furniture 21,850 55,238 140,039 (62,951) Museum 2000 Purchase 2002 Miller Toyota Jeep Cherokee 500 10,444 22,380 (11,436) 1990-2001 Purchase 2002 Miller Toyota Ford Explorer 500 26,514 26,514 500 1994 Purchase 2002 Cabe Toyota Ford Aerostar 1,500 16,438 20,549 (2,611) 2001 Purchase 2002 Burbank Kawasaki Mule 3000 4x2 1,000 981 8,408 (6,427) .. 2001 Purchase 2002 Burbank Kawasaki Mule 3000 4x2 1,000 1,051 8,408 (6,357) A u 2001 Purchase 2002 Burbank Kawasaki Mule 3000 4x2 1,000 981 8,408 (6,427) 1994 Purchase 2002 Burbank Kawasaki Golf Cart 700 12,765 15,956 (2,491) 2000 Purchase 2003 Don Wilson Company Check Stuffing Machine 650 2,541 9,835 (6,644) 1997 Purchase 2003 Rusnak Westlake Jeep Grand Cherokee 9,000 29,013 29,013 9,000 2001 Purchase 2003 Rusnak Westlake Toyota 4Runner 19,000 15,473 35,707 (1,234) 1981 Purchase 2003 Cook Equipment Co. Small Cart 222 2,196 2,745 (327) 2000 Purchase 2003 Rusnak Westlake Lexus RX300 18,000 21,660 39,381 278 Realized gam (loss) on investments (160,861,262)
195,295 367,344 (160, 58,389) TOTAL REALIZED GAINS AND LOSSES (PER BOOKS) 74,922 THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DIVIDENDS AND INTEREST FROM SECURITIES -- PART 1, LINE 4:
Income per books, Column A 108,843,384 Accrual adjustment 4,297,090 Adjusted net income, Column C 113,140,474
Less: Income from municipal bonds (549,437) Plus: UBI loss per 990T 633,157
Net investment income, Column B 113,224,194
INCOME MODIFICATIONS -- PART 1, LINE 9:
Following is a schedule of amounts received or accrued from the sale or other disposition of property to the extent that the acquisition of the property was considered a qualifying distribution in prior years.
Modular Office Furniture 21,850 Jeep Cherokee 500 Ford Explorer 500 Ford Aerostar 1,500 Mule 3000 4x2 1,000 Mule 3000 4x2 1,000 Mule 3000 4x2 1,000 Golf Cart 700 Check Stuffing Machine 650 Jeep Grand Cherokee 9,000 Toyota 4Runner 19,000 Small Cart 222 Lexus RX300 18,000
TOTAL INCOME MODIFICATIONS 74,922
(5) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
GROSS PROFIT (LOSS) -- PART I. LINE 10 (c):
Sales Publications Operations 6,339,787 Cafe Operations 8,290,357 Total Sales 14,630,144
Cost of Goods Sold: Publications Operations 4,197,655 Cafe Operations 3,189,292 Total Cost of Goods Sold 7,386,947
GROSS PROFIT (LOSS) 7,243,197
OTHER INCOME -- PART I, LINE 11 :
Column A Column B Column C Leadership Institute tuition 150,940 - 150,940 Ticketed performances 43,659 - 43,659 Museum education classes 10,855 - 10,855 Royalties 568,248 - 568,248 Parking and audioguide rentals 2,023,960 - 2,023,960 Other program service revenue 246,673 - 246,673 Employee mortgage interest 254,339 - 254,339 Limited Partnership Income 420,117 825,539 825,539
TOTAL OTHER INCOME 3,718,791 825,539 4,124,213
(6) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
PROFESSIONAL SERVICES -- PART I. LINE 16 (a-c):
Column A Column B Column C Column D
Legal services 4,897,744 22,738 22,738 4,875,006 Accounting, tax and audits 311,077 15,860 84,228 226,849 Other professional fees: Investment management 10,073,531 10,073,531 10,073,531 - Employee medical benefits consultation 42,048 - - 42,048 TOTALS 10,115,579 10,073,531 10,073,531 42,048
INTEREST -- PART I, LINE 17:
Interest expense 6,826,935 - 6,826,935 ' -
" Interest expense on construction bond and commercial paper
TAXES -- PART I, LINE 18:
City, state and miscellaneous taxes 354,163 - 76,575 277,589 Unrelated business income tax TOTALS 354,163 - 76,575 277,589 THE T PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
DEPRECIATION AND DEPLETION -- PART I, LINE 19:
Historical Date Prior Years Method of Asset Depreciation Cost Acquired Depreciation Computation Life Expense
Land and improvements 46,877,409 various 3,829,171 straight line various 392,668
Buildings and 1,288,974,745 various 180,121,638 straight line various 31,473,434 leasehold improvements
.00. Furniture and equipment 81,816,359 various 50,391,642 straight line various 4,909,712
TOTALS 1,417,668,513 234,342,451 36,775,814
NOTE: Depreciation expense and accumulated depreciation have been adjusted for sale and write-off of assets. THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
OTHER EXPENSES -- PART 1, LINE 23 :
Column A Column B Column C Column D Contract Services 21,034,370 792,064 1,155,365 19,879,005 Rental Expense 3,824,435 459 74,255 3,750,181 Repairs and Maintenance 5,890,458 - 6,488 5,883,971 Furniture and Equipment (1) 3,780,231 328 11,430 3,768,801 Operating Suppies 10,781,750 10,539 3,055,371 7,726,379 Insurance 4,312,048 - - 4,312,048 Employee Business Expense 1,150,463 900 8,817 1,141,646 Institutional Memberships 196,616 1,750 4,889 191,726 Freight and Postage 1,878,721 1,084 71,617 1,807,104 Bad Debts and Sales Adjustments 59,013 - 18,550 40,462 Promotion and Advertising 1,309,307 754 44,450 1,264,857 Limited Partnership Expenses - 4,563,938 4,563,938 - Non-cash Expenses 375,399 - - - Rounding (1) - - 1 Accrual-to-cash Adjustment (2) - - - (11,729,348)
TOTALS 54,592,810 5,371,815 9,015,170 38,036,832
(1) This represents expenditures for furniture and equipment that is beneath the capitalization limit. (2) This is to adjust expenses to cash basis as required by Reg. 53.4942(a)-3.
(9) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
R'1VESTMENTS-SECURITIES -- PART II, LINE 10(a-c) :
Balance at End of Taxable Year Book Value Market Value
Government obligations (page 11) 271,391,534 271,391,534
Corporate stock and mutual funds (pages 11-41) 2,688,868,479 2,688,868,479
Corporate bonds (pages 41-49) 490,779,992 490,779,992
INVESTMENTS-MORTGAGE LOANS -- PART II, LINE 12 :
Mortgage loans and collatoralized mortgage obligations (page 49) 441,889,920 441,889,920
2IVESTMENTS-OTHER -- PART II, LINE 13:
Limited partnerships (pages 49-50) 213,567,702 213,567,702 Municipal bonds (page 50) 34,325,217 34,325,217 Asset backed securities (page 51) 71,533,158 71,533,158
TOTAL OTHER INVESTMENTS 319,426,077 319,426,077
(10) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
DETAIL OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Description of Shares Onginal Cost Market Value GOVERNMENT OBLIGATIONS U.S. GOVERNMENT SECURITIES 238,228,932 246,081,361 271,391,534 TOTAL GOVERNMENT OBLIGATIONS 238,228,932 246,081,361 271,391,534
CORPORATE STOCK AND MUTUAL FUNDS I ST SOURCE CORD 3,700 74,155 68,672 3COM CORD 15,000 75,477 70,200 31 GROUP 7,100 67,432 66,196 3 M CO 6,950 859,075 896,411 AARON RENTS INC 11,800 269,030 304,440 A AVID THERMAL TECHNOLOGIES INC 316 3,160 3,160 ABBOTT LABS 26,000 1,160,360 1,137,760 ABERCROMBIE AND FITCH CO 11,700 248,882 332,397 ABGENIX INC 8,400 551,587 88,116 ABITIBI CONSOLIDATED INC 256,320 2,140,731 1,622,338 ABN AMRO HLDGS NV 243,508 4,446,600 4,655,878 ACCENTURE LTD BERMUDA 113,200 1,699,303 2,047,788 ACCOR 74,186 2,393,906 2,683,531 ACE CASH EXPRESS INC 11,300 101,042 122,831 ACE LTD 43,970 1,399,079 1,507,731 ACETO CORP 1,950 13,975 36,270 ACOM CO 43,595 3,421,707 1,575,701 ACTUANT CORP 27,880 581,487 1,319,282 ACTUATE CORD 37,800 567,519 105,084 ACUITY BRANDS INC 5,000 68,159 90,850 ADTRAN INC 19,200 820,146 984,768 ADVANTA CORD 13,500 152,188 132,840 ADVANTEST 24,500 3,782,316 1,085,488 AEGON NV 365,222 10,070,001 3,657,190 AEON CO LTD 187,500 3,707,385 4,294,191 AETNA INC 13,200 641,567 794,640 AFFILIATED COMPUTER SVCS INC 2,300 113,239 105,179 AFFILIATED MANAGERS GROUP INC 4,600 287,180 280,370 AFLAC INC 2,900 90,497 89,175 AIFUL CORP 13,300 1,159,811 567,112 AIR LIQUIDE(L ) 17,834 2,255,293 2,643,925 AIR PRODS + CHEMS INC 75,500 3,137,756 3,140,800 AIRBORNE INC 9,500 180,406 198,550 AIRGAS INC 118,400 1,158,407 1,983,200 AIRNET SYSTEMS INC 3,700 15,884 14,985 ANRTRAN HOLDINGS INC 12,300 78,840 128,781 ALBANY INTL CORP 4,500 65,756 123,300 ALCAN INC 35,700 1,084,785 1,111,400 ALCOA INC 33,000 854,713 841,500 ALEXANDER +BALDWININC 29,900 706,226 793,247 AI .EXION PHARMACEUTICALS INC 5,500 86,275 93,775 AI .KERMES INC 53,800 1,612,372 578,350 ALLEN ORGAN CO 800 48,424 33,336 AI .LIANZ AG 6,200 701,569 515,329 ALLIED DEFENSE GROUP INC 4,700 35,880 86,715 THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Descnotion of Shares Original Cost Market Value ALLIED HEALTHCARE INTI, INC 2,100 10,433 7,896 ALLIED IRISH BANKS 211,286 2,489,405 3,174,896 /ALLOY INC 77,300 945,949 498,585 nLLSTATE CORD 23,000 654,176 819,950 fkLMOST FAMILY INC 2,100 23,412 16,275 /kLPHARMA INC 5,000 104,325 108,000 /kLTADIS DA 25,000 544,217 632,454 ALTADIS SA 80,137 1,477,353 2,054,004 ALTANA AG 900 43,646 56,781 ALTERA CORD 25,000 259,959 410,000 ALTIRIS INC 2,300 40,544 46,115 ALTRIA GROUP INC 37,900 152,854 1,722,176 AMAZON COM INC 49,506 1,671,783 1,806,474 AMBAC FINL GROUP INC 10,200 517,068 675,750 AMCOL INTL CORP 250,900 1,195,378 2,007,200 AMCOR LIMITED 19,136 97,941 104,208 AMEREN CORP 1,400 51,215 61,740 AMERICA MOVIL S A DEC V 254,900 3,792,298 4,779,375 AMERICAN BILTRITE INC 2,400 29,160 17,040 AMERICAN BUSINESS FINL SVCS 990 12,649 6,357 AMERICAN ELEC PWR INC 8,500 186,794 253,555 AMERICAN EXPRESS CO 2,900 13,199 121,249 AMERICAN FINL GROUP INC OHIO 21,900 497,440 499,320 AMERICAN FUNDS 31,350 99,206 127,444 AMERICAN INTL GROUP INC 121,750 4,646,376 6,718,165 AMERICAN ITALIAN PASTA CO 15,400 378,484 641,410 AMERICAN LOCKER GROUP INC 100 1,054 1,405 AMERICAN MGMT SYS INC 33,200 589,400 474,096 AMERICAN NATL INS CO 8,200 485,969 708,423 AMERICAN PAC CORP 5,700 58,082 42,636 AMERICAN RESIDENTIAL INVT TR 300 2,627 2,748 AMERICAN SAFETY INSURANCE GRP 500 2,905 4,490 AMERICAN SUPERCONDUCTOR CORP 16,400 765,625 98,236 AMERICAN VANGUARD CORD 5,899 46,655 108,542 ?,MERISOURCEBERGEN CORP 2,500 160,363 173,375 P.MERON INTL CORD 6,600 235,902 229,482 P,MGEN INC 97,572 4,427,396 6,482,684 P,MLI RESIDENTIAL PPTYS TR 8,300 201,380 195,465 A.MN HEALTHCARE SVCS INC 1,800 30,600 22,860 A.MPCO PITTSBURGH CORD 2,200 26,725 29,480 A,MYLIN PHARMACEUTICALS INC 22,900 384,596 501,281 ANADARKO PETE CORP 14,200 669,342 631,474 ANALOG DEVICES INC 8,100 204,818 282,042 A.NALOGIC CORP 24,000 1,017,265 1,170,240 ANDERSONS INC 5,800 54,738 71,050 ANGELICA CORD 7,600 75,970 128,820 ANGLO AMER PLATNUM 14,900 604,300 469,221 ANGLO AMERICAN 71,700 1,054,517 1,106,433 ANHEUSER BUSCH COS INC 56,290 2,359,981 2,873,605 J ANNTAYLOR STORES CORP 66,400 1,333,040 1,922,280 THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 45-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II . LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value ANTHEM INC 39,750 2,501,025 3,066,713 AOL TIME WARNER INC 61,400 1,859,780 987,926 AON CORP 19,200 346,705 462,336 APOLLO GROUP INC 2,113 65,250 107,129 APPLEBEES INTL INC 27,225 273,473 855,682 APPLICA INC 15,500 80,979 131,750 APPLIED INDL TECHNOLOGIES INC 5,000 94,070 105,500 APPLIED MATERIALS INC 16,200 209,969 256,932 APPLIED MICRO CIRCUITS CORD 2,200 102,644 13,310 APRIA HEALTHCARE GROUP INC 3,300 76,046 82,104 ARACRUZ CELULOS SA 24,400 51,067 50,178 ARACRUZ CELULOSE S A 51,480 1,145,548 1,084,169 ARCH CHEMICALS INC 75,400 1,433,784 1,440,140 ARCHER DANIELS MIDLAND CO 10,600 135,007 136,422 ARDEN RLTY INC 48,300 1,181,822 1,253,385 ARK RESTAURANTS CORD 4,800 36,493 36,960 ARM HLDGS 278,600 1,259,502 308,020 ARMOR HLDGS INC 85,400 1,362,726 1,144,360 ARTESYN TECHNOLOGIES INC 67,900 2,056,210 380,919 ARTISAN COMPONENTS INC 7,800 136,914 176,358 1 ASHLAND INC 20,000 612,181 613,600 ASML HOLDING N V 52,700 1,495,595 503,812 0 ASML HOLDING NV 84,100 2,115,325 798,685 ASSA ABLOY 138,200 1,832,551 1,337,985 ASSIC GENERALI 30,500 896,683 706,798 ASTA FDG INC 300 1,509 7,200 ASTORIA FINL CORP 1,500 38,573 41,895 ASTRAZENECA 480,434 20,487,936 19,331,918 ASTRAZENECA PLC 10,600 431,606 432,162 AT +T WIRELESS SVCS INC 63,800 413,687 523,798 ATLANTIC TELE NETWORK INC 800 10,544 17,832 ATMI INC 59,100 1,207,479 1,475,727 ATRION CORD 30 891 831 ATWOOD OCEANICS INC 32,900 1,093,652 893,235 AUST + NZ BANK GRP 83,380 668,031 1,040,649 AUTODESK INCORPORATED 21,200 318,450 342,592 AUTOMATIC DATA PROCESSING INC 4,800 248,412 162,528 AVIALL INC 64,000 380,669 727,680 AVID TECHNOLOGY INC 18,100 494,767 634,767 AVNET INC 207,900 1,542,471 2,636,172 AVOCENTCORP 2,100 61,464 62,853 AZTAR CORD 23,700 300,398 381,807 BAE SYSTEMS 745,105 2,314,775 1,752,086 BAKER HUGHES INC 20,300 547,562 681,471 BALLY FITNESS HLDG CORD 3,400 26,102 30,702 B4NC0 BRADESCO S A 28,980 478,192 541,346 B4NC0 ITAU S A 127,994 4,700,283 4,338,997 B4NCORP RHODE ISLAND INC 200 4,512 4,334 B.4NDAG INC 1,000 25,989 37,270 0 B4NKAMER CORP 115,100 7,342,968 9,096,353
(13) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
DETAIL OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Description of Shares Ongmal Cost Market Value BANK HAWAII CORD 1,200 29,038 39,780 E~ANK N S HALIFAX 41,900 1,711,168 1,853,314 BANK ONE CORP 7,400 202,519 275,132 B~ANKUNITED FINL CORD 21,300 301,900 429,195 BARCLAYS 264,950 2,016,537 1,967,431 BARNES + NOBLE INC 24,000 458,699 553,200 BARNWELL INDS INC 100 1,565 2,505 BASF AG 123,905 4,681,590 5,293,048 BASSETT FURNITURE INDS INC 10,600 158,834 140,768 BAUSCH + LOMB INC 51,500 2,242,962 1,931,250 BAXTER INTL INC 10,600 254,386 275,600 BAY VIEW CAP CORD DEL 174,000 886,737 1,005,720 BAYERISCHE MOTOREN WERKE AG 112,038 3,343,753 4,310,069 BBVA (BILB VIZ ARG) 289,400 3,679,300 3,040,841 BCE INC 233,670 3,915,764 5,341,520 BCO ITAU HOLDING FINANCEIRA 4,392,000 194,884 291,657 BCO POPULAR ESP 2,613 112,540 132,028 BEARINGPOINT INC 5,000 66,287 48,250 BEAZER HOMES USA INC 3,400 133,270 283,900 BECTON DICKINSON + CO 4,400 14,850 170,940 BED BATH + BEYOND INC 33,042 1,023,204 1,282,360 BELDEN INC 107,600 2,529,215 1,709,764 BELLSOUTH CORD 200,350 5,555,578 5,335,321 BERKLEY W R CORP 43,500 680,671 2,292,450 BERKSHIRE BANCORP INC DEL 200 6,615 7,134 BERKSHIRE HILL BANCORP INC 300 7,986 8,520 BEST BUY CO INC 28,621 1,052,932 1,257,034 B'3 GROUP 718,047 3,067,473 3,181,414 BHA GROUP HLDGS INC 7,400 113,072 146,594 BHP BILLITON LTD 596,315 3,465,659 3,978,313 BHP BILLITON PLC 409,957 1,992,913 2,158,003 BAG LOTS INC 2,100 30,902 31,584 BID RAD LABORATORIES INC 13,300 294,872 736,155 BKOSOURCE INTL INC 1,200 6,156 8,280 BIOVAIL CORD 2,800 133,667 129,702 BISYS GROUP INC 58,100 864,984 1,067,297 B! SVCS CO 3,500 137,129 130,760 BI< OF IRELAND 22,404 243,387 271,426 BIC PEKAO 7,300 169,060 183,960 BLACK + DECKER CORPORATION 2,900 110,839 126,005 BLACK BOX CORP 37,300 1,992,430 1,350,260 BI.AIR CORD 6,500 119,067 144,300 BLOCKBUSTER INC 33,600 595,846 566,160 B14CCORP INC 2,300 19,702 28,727 B1JP PARIBAS 166,682 6,966,995 8,469,857 BOB EVANS FARMS INC 2,000 29,878 55,260 130C GROUP 69,300 958,289 889,112 BOEING CO 11,600 384,195 398,112 BOISE CASCADE CORD 100,000 2,819,737 2,390,000 BOMBARDIER INC 780,400 1,895,842 2,624,786
(14) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II . LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value BOMBAY COMPANY INC 2,200 20,700 23,386 BORDERS GROUP INC 7,400 106,392 130,314 BOSTON PRIVATE F1NL HLDGS INC 28,000 513,158 590,240 BOSTON SCIENTIFIC CORD 11,969 579,234 731,306 BOUYGUES 224,284 10,270,718 6,191,657 BOWATER INC 6,000 244,314 224,700 BOWNE + CO INC 10,800 133,426 140,724 BOYKIN LODGING CO 200 1,924 1,560 8P PLC 79,125 808,141 815,360 BRAMBLES INDS LTD 147,500 783,828 452,068 BRAMBLES INDUSTRIE 388,000 2,072,980 1,050,023 BRANDYWINE RLTY TR 28,300 536,452 696,746 BRISTOL MYERS SQUIBB CO 38,900 862,503 1,056,135 BRIT AMER TOBACCO 293,839 3,299,204 3,333,537 BR00KLINE BANCORP INC DEL 146,187 1,558,792 2,046,618 BROOKSTONE INC 4,900 82,324 99,225 BROWN +BROWN INC 41,800 528,152 1,358,500 BROWN SHOE INC NEW 13,700 219,009 408,260 BRUNSWICK CORP 136,100 2,629,639 3,405,222 13 ;313 BANCORP INC 100 2,611 2,482 BUCA INC 40,600 641,213 228,984 BUCKEYE TECHNOLOGIES INC 89,200 1,619,829 606,560 gI,JNGE LIMITED 41,900 939,418 1,198,340 BURLINGTON COAT FACTORY WHSE 20,900 270,111 374,110 BURLINGTON NORTHN SANTA FE 8,100 194,308 230,364 BUSINESS BANCORP 556 7,477 12,510 BUTLER MFG CO DEL 4,300 108,326 71,079 C D 1 CORP 11,300 291,740 293,348 CABLEVISION NY GROUP CLASS A 80,000 838,928 1,660,800 CABOT MICROELECTRONICS CORD 22,100 1,025,190 1,115,387 CACI INTL INC 43,400 1,251,012 1,488,620 CALIFORNIA FIRST NATL BANCORP 4,800 55,572 45,552 CALIFORNIA INDPT BANCORP 2,729 49,742 79,141 CALLAWAY GOLF CO 52,300 809,061 691,406 CANADIAN NATL RY CO 63,050 2,890,652 3,019,904 CANADIAN NATURAL RES LTD 42,100 1,321,872 1,665,409 CANON INC 185,000 6,576,754 8,489,278 CAPITAL ONE FINL CORP 17,400 659,523 855,732 CAPITAL TR INC MD 1,566 24,900 29,049 CARDINAL HEALTH INC 10,300 683,490 662,290 CAREER ED CORP 4,600 289,353 314,732 CAREMARK RX INC 36,834 925,230 945,897 CARLTON COMUNCTNS 48,424 72,594 121,059 CARNIVAL CORD 71,000 1,892,269 2,308,210 CARRAMERICA RLTY CORP 2,000 52,871 55,620 CARVER BANCORP INC 1,400 14,105 23,030 CASCADE CORD 8,700 129,071 151,380 CASCADE FINL CORP 3,900 31,011 59,085 CASEYS GEN STORES INC 186,600 2,121,071 2,638,524 CASH AMER INTL INC 1,600 11,744 21,152
(15) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
DETAIL OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value CATAPULTTCOMMUNICATIONS CORP 11,600 79,162 123,192 C'.ATELLUS DEV CORP 32,400 584,196 712,800 CATERPILLAR INC 46,600 2,225,337 2,593,756 C:ATO CORD NEW 14,200 152,988 299,336 C'B BANCSHARES INC 4,719 164,638 293,144 C:BL+ ASSOC PPTYS INC 9,300 313,755 399,900 C:BRL GROUP INC 60,300 859,801 2,343,258 C:CC INFORMATION SVCS GROUP INC 10,700 198,342 155,150 C:DN IMPERIAL BK OF COMMERCE 87,321 2,601,434 3,463,920 C:EC ENTMT INC 21,400 718,346 790,302 (:ENDANT CORD 315,900 4,566,847 5,787,288 (:ENTERPOINT ENERGY INC 300,000 2,929,040 2,445,000 C:ENTEX CONSTR PRODS INC 1,200 48,054 48,108 CENTRAL GARDEN + PET CO 13,200 115,945 314,820 CENTRAL PAC FINL CORD 600 9,983 16,620 CENTRAL PKG CORD 83,900 1,556,709 1,037,004 CENTRAL VT PUBLIC SERVICE 5,500 97,517 107,525 C:ENTRICA 306,500 1,130,872 888,892 C:EPHALON INC 21,424 692,413 881,812 CF BARCLAYS S+p SOO INDEX FUND 7,655,042 1,449,726,096 964,905,930 (:F HIGH FIELDS CAP LTD 34,220 34,219,526 74,786,610 CF HIGH FIELDS CAP LTD CL C 2 668 667,554 667,554 CF HIGH FIELDS CAP LTD CL C 3 182 181,731 181,731 CF HIGH FIELDS CAP LTD CL C 4 203 202,593 202,593 C;FS BANCORP INC 10,100 123,129 142,410 C:HATTEM INC 13,400 82,957 251,920 CHECKPOINT SYS INC 12,300 153,688 174,045 CHEESECAKE FACTORY 46,100 1,497,772 1,654,529 CHESAPEAKE UTILS CORD 5,000 95,974 113,000 C:HEUNG KONG(HLDGS) 370,000 3,970,276 2,225,271 (:HEVRONTEXACO CORP 16,100 1,150,456 1,162,420 CHICAGO PIZZA + BREWERY INC 15,900 109,500 159,000 CHICAGO RIVET MACH CO 400 9,184 10,504 C:HICOS FAS INC 31,900 482,007 671,495 CHINA MOBILE (HK) 293,000 864,338 691,343 CHINA TELECOM CORD 4,238,000 813,401 972,797 (:NINA TELECOM CORP LTD 47,700 905,346 1,084,698 (:NINA UNICOM 950,000 635,168 645,666 C:HITTENDEN CORD 98,675 2,049,318 2,698,761 CHOICE HOTELS INC 14,300 342,369 390,533 CHRISTIAN DIOR 1,883 79,539 75,293 CHRISTOPHER +BANKS CORP 29,950 611,694 1,107,851 C:HRONIMED INC 100 512 983 C:HUGAIPHARMCO 77,100 1,198,957 875,823 C:IBA SPECIALTY CHE 34,767 2,021,707 2,104,680 C:IBER INC 1,900 10,511 13,338 C'IGNA CORP 15,100 768,612 708,794 C:IMAREX ENERGY CO 116,000 1,681,956 2,755,000 C:INTAS CORP 2,900 136,933 102,776 C:IPRICO INC 600 3,185 3,660
(16) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II . LINES ] 0 - 13 Number Asset Description of Shares OnQmal Cost Market Value CIRCUIT CITY STORES INC 162,200 1,882,312 1,427,360 CISCO SYS INC 367,736 4,237,442 6,137,514 CIT GROUP INC NEW 113,700 2,577,694 2,802,705 C:ITIGROUP INC 424,355 9,311,399 18,162,394 CITIZENS BKG CORD MICH 75,200 1,392,240 2,013,104 CITIZENS COMMUNICATIONS CO 130,200 874,350 1,678,278 CITY NATL CORP 400 16,657 17,824 CLEAR CHANNEL COMMUNICATIONS 164,658 5,070,320 6,979,853 C:LECO CORP NEW 40,700 711,637 704,924 CLOROX CO 59,950 2,484,372 2,556,868 C:LP HOLDINGS 38,000 160,087 166,168 C:NF INC 25,800 821,427 654,804 C:NOOC LTD 939,780 1,324,007 2,483,301 COACHMEN INDS INC 500 6,770 5,975 COBRA ELECTRS CORD 1,600 10,190 11,088 COCA COLA CO 60,900 603,953 2,826,369 COCA COLA ENTERPRISES INC 8,200 153,207 148,830 C:OHO ENERGY INC 35,297 216,078 4 C'OLGATE PALMOLIVE CO 15,300 468,316 886,635 COLONIAL BANCGROUPINC 2,800 32,405 38,836 COLUMBIA SPORTSWEAR CO 200 8,866 10,282 C'OMCAST CORD NEW 214,354 5,308,382 6,431,674 COMMERCE BANCSHARES INC 1,200 45,882 46,740 COMMERCIAL FED CORP 33,400 819,113 708,080 COMMUNITY BK SYS INC 5,300 121,012 201,400 C'OMPANHIA BRASILEIRA DE DISTR 61,560 1,221,348 944,330 C'OMPANHIA DE BEBIDAS DAS AMERS 257,224 4,692,693 5,234,508 C'OMPANHIA VALE DO RIO DOCE 255,579 6,575,625 7,190,186 COMPASS BANCSHARES INC 1,800 33,075 62,874 COMPASS GROUP 55,400 452,753 298,709 COMPUCOM SYS INC 2,300 10,753 10,396 COMPUCREDITCORP 12,300 88,150 149,445 COMPUTER SCIENCES CORP 12,000 384,600 457,440 COMPX INTL INC 11,600 205,906 64,728 COMSTOCK RES INC 12,200 135,910 166,896 COMTECH TELECOMMUNICATIONS 1,500 25,988 42,360 CONCERTO SOFTWARE INC 1,900 12,719 17,461 CONCORD COMMUNICATIONS INC 17,800 708,187 244,394 CONCORD EFS INC 5,700 68,248 83,904 CONMED CORP 6,350 120,904 115,951 CONOCOPHILLIPS 112,214 5,895,065 6,149,327 CONSOLIDATED EDISON INC 4,100 164,746 177,448 CONSOLIDATED GRAPHICS INC 34,700 727,611 793,936 CONSTAR INTL INC NEW 15,200 182,400 115,368 CONSTELLATION ENERGY GROUP INC 5,000 116,153 171,500 COOPER CAMERON CORD 11,100 698,825 559,218 COOPER INDUSTRIES LTD 2,800 91,664 115,640 CORINTHIAN COLLEGES INC 11,450 412,312 556,127 CORNELL COMPANIES INC 12,300 117,261 186,222 0 CORNERSTONE RLTY INCOME TR INC 814 - 6,129 THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
DETAIL OF INVESTMENTS - PART 11. LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value CORNING INC 2,300 13,324 16,997 CORPORATE OFFICE PPTYS TR 11,700 158,100 198,081 CORUS BANKSHARES INC 6,500 227,110 314,795 COSTCO WHSL CORD NEW 7,500 272,973 274,500 COUNTRYWIDE FINL CORD 10,800 394,811 751,356 COURIER CORD 250 4,460 12,875 COVENANT TRANS INC 9,000 138,481 153,000 COVENTRY HEALTH CARE INC 32,400 534,557 1,495,584 COWLITZ BANCORPORATION LONGVIE 1,400 10,276 11,410 CPAC INC 6,400 42,368 37,338 CPI CORP 5,500 92,400 97,075 CRAY INC 21,200 160,541 167,480 CREDIT LYONNAIS CAP S C A 180,000 4,31 1,000 4,523,400 CREDIT SUISSEGRP 74,552 2,306,4!0 1,962,112 CRESCENT BKG CO 700 17,229 18,327 CRH 189,269 2,437,196 2,968,867 CROSS CTRY HEALTHCARE INC 10,900 211,572 143,771 CSS INDS INC 500 17,894 19,275 CSX CORP 4,600 149,997 138,414 CUBIST PHARMACEUTICALS INC 9,300 293,562 99,138 CUNO INC 29,200 774,143 1,054,704 CURTISS WRIGHT CORD 800 43,700 50,560 CV THERAPEUTICS INC 6,000 246,347 177,960 CVS CORD 23,100 596,630 647,493 CYTEC INDS INC 13,400 459,887 452,920 DAEWOO SHIPBUILDING + MARINE 79,070 1,160,050 1,224,438 DAH SING FINANCIAL 190,000 884,770 945,352 DAIMLERCHRYSLER AG 23,500 824,925 820,381 DAIWA SECURITIES GROUP INC 113,000 1,216,017 649,344 DAKTRONICS INC 13,300 214,941 217,455 DAN RIV INC GA 108,200 522,937 291,058 DANA CORP 1,500 19,181 17,340 DANAHER CORP 2,600 156,320 176,930 DANONE 13,900 1,840,988 1,923,428 DANSKE BANK 166,254 2,734,041 3,237,663 DATASCOPE CORD 8,600 289,617 253,958 DAYTON SUPERIOR CORD 955 37,826 239 DBS GROUP HLDGS 188,000 2,074,940 1,099,602 DBS GROUP HLDGS LTD 156,000 818,298 912,444 DECKERS OUTDOOR CORP 1,400 8,951 9,086 DECODE GENETICS INC 25,400 57,022 79,248 DEERE + CO 3,200 147,891 146,240 DEL LABS INC 3,946 64,397 92,731 DELL COMPUTER CORD 175,854 4,802,447 5,620,294 DELPHI CORP 4,400 38,412 37,972 DELPHI FINL GROUP INC 2,600 103,715 121,680 DELUXE CORD 18,400 812,021 824,320 DENBURY RES INC 300 3,053 4,029 DENSO CORP 8,600 126,967 136,296 DEPARTMENT 56 INC 5,000 59,253 76,650
( I 8) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
DETAIL OF INVESTMENTS - PART II . LINES 10 - 13 Number Asset 1Descnption of Shares Original Cost Market Value DESERT CMNTY BK VICTORVILLE CA 1,100 12,810 20,026 [)EUTSCHE BANK AG 41,000 2,814,923 2,659,210 [)EUTSCHE POST AG 132,042 2,122,592 1,939,352 I)EUTSCHE TELEKOM 56,800 1,358,209 866,857 DEVELOPERS DIVERSIFIED RLTY 20,100 314,090 571,644 DEVON ENERGY CORPORATION NEW 22,503 1,073,766 1,201,660 C>IAGEO 480,657 . 5,154,425 5,131,716 CNAGEO PLC 130,850 5,283,908 5,725,996 DIAL CORD NEW 5,900 120,074 114,755 DIAMOND OFFSHORE DRILLING INC 5,200 123,213 109,148 DIGITAL IMPACT INC DEL 8,200 77,900 15,170 DIGITAL RIV INC 5,800 101,832 111,940 DIGITAS INC 101,167 384,637 501,788 DIME CMNTY BANCORP INC 17,775 137,147 452,374 [MODES INC 3,400 34,443 65,144 CHSNEY WALT CO 130,171 2,274,923 2,570,877 C)1 ORTHOPEDICS INC 16,300 116,386 178,648 DOMINION HOMES INC 5,500 107,243 131,175 DOMINION RES BLACK WARRIOR TR 5,200 113,414 137,280 DOMINION RES INC VA NEW 5,400 201,447 347,058 DOMTAR INC 107,190 1,174,252 1,167,553 DORAL F1NL CORD 22,400 887,011 1,000,160 DOW CHEM CO 2,100 55,490 65,016 DQE 36,100 586,403 544,027 DRESS BARN INC 24,400 253,150 309,148 DTE ENERGY CO 5,900 178,800 227,976 CPU PONT E 1 DE NEMOURS + CO 67,600 2,897,417 2,814,864 DUN AND BRADSTREET CORD DEL 4,500 183,398 184,950 DYNEGY INC NEW 31,500 134,044 132,300 E ON AG 7,200 304,130 370,164 E TRADE GROUP INC 25,800 175,749 219,300 E Z EM INC 15,100 134,030 126,840 EAST JAPAN RAILWAY 91 406,114 404,697 EASTERN CO 2,700 40,797 39,420 EASTGROUP PPTYS INC 50,700 1,080,861 1,368,900 EASTMAN CHEM CO 8,100 282,894 256,527 EASTMAN KODAK CO 2,500 68,179 68,375 EATON CORD 800 46,596 62,888 EBAY INC 34,772 2,759,449 3,622,547 ECB BANCORP INC 2,600 40,307 59,150 ECHOSTAR COMMUNICATIONS CORD N 25,430 742,318 880,387 EDELBROCK CORP 1,080 9,774 11,178 EDGEWATER TECHNOLOGY INC 2,300 10,765 11,040 EDISON INTL 22,100 263,643 363,103 EDWARDS A G INC 50,000 1,344,008 1,710,000 EDWARDS LIFESCIENCES CORD 81,300 2,008,821 2,612,982 EFUNDS CORD 400 4,139 4,612 E~31, INC 32,200 461,808 489,440 EL PASO CORP 11,700 417,389 94,536 EL PASO ELEC CO 39,600 454,389 488,268
(19) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Description of Shares Oriemal Cost Market Value ELEC DE PORTUGAL 144,341 244,049 308,302 CLECTRABEL 421 102,048 107,279 I?LECTRO RENT 49,900 613,580 537,922 ELECTRONIC ARTS INC 58,153 3,480,307 4,302,740 I?LMIRA SVGS BK FSB ELMIRA N Y 799 11,555 23,547 EMC CORD 39,900 302,180 417,753 I:MMIS COMMUNICATIONS CORD 37,000 1,517,762 849,150 I:MULEX CORD 18,400 280,838 418,968 I:NCANA CORP 187,314 5,125,849 7,159,534 ENCORE AQUISITION CO 6,900 106,714 132,135 I?NDO PHARMACEUTICALS HLDGS 25,800 409,972 436,536 ENERGIZER HLDGS INC 60,600 1,445,497 1,902,840 ENERGY EAST CORP 900 18,919 18,684 ENERGY PARTNERS LTD 20,200 230,469 233,310 i?NESCO GROUP INC 1,600 11,700 11,840 I:NI 312,558 4,180,691 4,727,053 f?NSCO INTL INC 4,900 123,219 131,810 f?NTEGRIS INC 81,700 1,112,382 1,098,048 EiNTERCOM COMMUNICATIONS CORD 13,200 381,487 646,932 F?NTERGY CORD 78,600 3,284,884 4,148,508 EON LABS INC 11,400 170,926 400,710 E?PIX MED INC 11,800 147,500 166,970 EQUITY MARKETING INC 5,100 65,228 75,480 EQUITY OFFICE PPTYS TR 1,100 26,392 29,711 ERESEARCHTECHNOLOGY INC 9,700 131,431 214,952 E!RICSSON (LM) TEL 2,218,949 1,818,748 2,383,895 E.SB FINL CORD 864 6,105 11,664 E:SPEY MFS + ELECTRS CORD 700 14,286 12,845 ESSEX PROPERTY TRUST 5,600 279,606 320,600 E.STERLINE TECHNOLOGIES CORP 24,400 474,955 424,804 EVERGREEN RESOURCES 2,200 105,973 119,482 E.XAR CORD 62,100 1,613,091 983,043 E.XELIXIS INC 44,900 398,617 311,606 EXPEDITORS INTL WA INC 24,800 553,331 859,072 EXPONENT INC 7,700 94,097 119,350 EXXON MOBIL CORD 135,950 2,853,321 4,881,965 EZCORP INC 900 3,668 3,918 FACTSET RESH SYS INC 48,600 1,574,344 2,140,830 FACTUAL DATA CORP 4,900 40,119 85,162 FAIR ISAAC CORPORATION 32,900 1,662,027 1,692,705 FAMILY DLR STORES INC 7,100 214,912 270,865 FARMER BROS CO 400 69,591 136,600 FBL FINL GROUP INC 10,100 145,571 203,515 FEDERAL HOME LN MTG CORP 17,400 921,191 883,398 FEDERAL NATL MTG ASSN 103,270 5,006,205 6,964,529 FEDERATED DEPT STORES INC DEL 3,300 94,313 121,605 FEDEX CORP 62,858 3,429,166 3,899,082 FERRO CORP 57,600 1,399,806 1,297,728 FFLC BANCORP INC 150 1,283 3,894 0 FFW CORD 400 4,735 7,664
(20) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION N0. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART 11, LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value FIDELITY BANCORP INC 1,996 17,658 39,521 FIDELITY NATL FINL INC 26,920 404,605 828,059 FILENETCORP 55,400 785,685 999,416 FINISH LINE INC 161,200 1,687,223 3,580,252 FINISHMASTER INC 5,600 73,441 54,460 FIRST AMERICAN CORP 7,900 155,696 208,165 FIRST BANCSHARES INC MO 1,500 14,944 25,800 F IRST BANCTRUST CORP 400 7,228 8,660 FIRST CONSULTING GROUP 10,000 56,565 46,700 FIRST CTZNS BANCSHARES INC N C 5,900 378,862 594,956 FIRST DATA CORP 24,400 807,784 1,011,136 FIRST FED BANCORP INC OHIO 200 1,240 1,508 FIRST KANS FINL CORD 1,300 18,226 22,685 FIRST MIDWEST FINANCIAL INC 1,900 17,385 35,312 FIRST PL FINL CORD DEL 200 2,625 3,464 FIRSTENERGYCORP 75,900 2,766,969 2,918,355 F'IRSTFED FINLCORP DEL 117,000 2,174,427 4,128,930 F IRSTMERIT CORP 2,200 42,749 50,292 F LAGSTAR BANCORP INC 5,400 36,100 132,030 FLEETBOSTON FINL CORP 11,700 266,244 347,607 FLEXSTEEL INDS INC 4,000 49,500 65,960 FLIR SYS INC 1,000 27,557 30,150 FLORIDA BKS INC 1,700 14,839 19,788 FLOWERS FOODS INC 25,950 433,562 512,772 FMCTECHNOLOGIES INC 103,500 2,066,529 2,178,675 FOG CUTTER CAP GROUP INC 200 1,003 1,060 FOMENTO ECONOMICO MEXICANO 40,000 1,587,677 1,648,000 FOODARAMA SUPERMARKETS 900 16,432 22,500 FOOT LOCKER INC 73,900 1,023,392 979,175 FORD MTR CO DEL 12,400 109,193 136,276 f'ORENINGSSPARBK 39,087 565,902 539,555 FOREST LABS INC 13,300 461,015 728,175 FOREST OIL CORP 44,200 1,412,566 1,110,304 i'ORTIS 70,827 1,180t970 1,220,012 FORTUNE BRANDS INC 2,300 118,625 120,060 FORWARD AIRCORP 38,100 1,149,039 966,597 FOSTER L B CO 900 5,255 4,626 POSTERS GROUP 40,579 106,702 114,572 DOUR SEASONS HOTELS INC 30,211 1,373,410 1,295,377 FOX ENTMTGROUP INC 6,100 156,521 175,558 17PIC INS GROUP INC 6,400 45,864 88,768 FRANCE TELECOM 56,000 1,289,830 1,373,610 FRANKFORT FIRST BANCORP INC 3,400 39,950 75,446 FRANKLIN RES INC 6,800 262,434 265,676 I'REEPORT MCMORAN COPPER + GOLD 1,000 19,429 24,500 17RESH BRANDS INC 5,900 103,459 82,866 FRIEDMANS INC 16,300 152,842 185,331 FRISCHS RESTAURANTS INC 3,300 44,055 59,400 FRONTIER AIRLS INC NEW 40,500 332,634 367,740 FRONTLINE LTD 36,000 438,868 511,920 THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL. OF INVESTMENTS - PART II . LINES 10- 13 Number Asset Description of Shares Original Cost Market Value FSF FINL CORD 300 5,832 9,000 FUJI PHOTO FILM CO 43,000 1,351,401 1,242,640 FULLER H B CO 800 13,879 17,616 G + K SERVICES 37,800 995,942 1,118,880 G I11 APPAREL GROUP LTD 8,300 49,676 62,167 GABLES RESIDENTIAL TR 51,100 1,446,106 1,544,753 GALYANS TRADING INC 1,200 15,171 17,208 GANNETT INC 39,473 2,438,385 3,031,921 GAP INC 26,300 366,361 493,388 GARDEN FRESH RESTAURANTCORP 5,200 71,636 46,800 GI?HL CO 6,700 101,952 68,340 GI?NENCOR INTL INC 7,100 69,327 116,937 Gf:NENTECH INC 78,532 2,858,301 5,663,728 GENERAL DYNAMICS CORP 1,200 92,713 87,000 GENERAL ELEC CO 582,320 9,897,505 16,700,938 GENERAL GROWTH PPTYS INC 1,100 39,969 68,684 GENERAL MARITIME CORP 23,600 211,273 239,540 GENERAL MLS INC 1,100 52,205 52,151 GENERAL MTRS CORD 1,800 68,431 64,800 GENESIS HEALTH VENTURES INC 24,800 370,252 437,720 GI3NLYTE GROUP INC 900 23,269 31,473 GI3NTIVA HEALTH SVCS INC 10,300 193,743 92,700 GEORGIA PAC CORD 7,800 104,629 147,810 GI3RBER SCIENTIFIC INC 13,900 105,576 92,574 GF_TTY IMAGES INC 30,000 784,221 1,239,000 GIF BBVA BANCOMER 1,833,774 1,637,622 1,553,360 GIANT INDS INC 2,800 16,709 16,688 GIBRALTAR STEEL CORD 19,400 274,450 397,312 GILEAD SCIENCES INC 2,200 75,761 122,276 G I LLETTE CO 35,100 1,082,269 1,118,286 GLACIER BANCORP INC 15,950 174,863 392,689 GLATFELTER 10,700 107,535 157,825 GLAXOSMITHKLINE 341,641 8,724,544 6,894,766 GI .ENBOROUGH RLTY TR INC 67,200 1,165,595 1,286,880 GLOBAL PMTS INC 45,400 1,016,004 1,611,700 GLOBAL TECH APPLIANCES INC 5,100 23,843 25,883 GOLD BANC CORP INC 2,000 15,000 21,020 GOLDEN TELECOM INC 7,900 - 182,239 177,276 GOLDEN WEST FINL CORP DEL 1,800 122,755 144,018 GOLDMAN SACHS GROUP INC 75,962 5,753,928 6,361,818 GOODRICH CORP 100 1,559 2,100 GRACOINC 33,400 979,982 1,068,800 GRAHAM CORD 200 2,026 1,720 GRAINGER W W INC 1,100 34,598 51,436 GREAT ATLANTIC + PAC TEA INC 75,800 1,873,931 667,040 GREAT LAKES CHEMICAL CORP 36,200 976,949 738,480 GREAT PLAINS ENERGY (NC 53,300 1,132,718 1,539,304 GREEN MOUNTAIN PWR CORD 4,900 98,490 98,000 GREENPOINT FINL CORP 5,300 107,509 269,982 GREY GLOBAL GROUP INC 800 394,610 618,008 THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value GRIFFON CORD 35,340 322,104 565,440 GRUPO MODELO SA DE 128,600 311,312 293,619 GRUPOTELEVISION SADECV 63,400 1,808,526 2,187,300 GTECH HLDGS CORD 18,900 295,851 711,585 GTSI CORD 1,300 10,900 11,310 GUIDANTCORP 21,300 739,056 945,507 GUNDLE/SLT ENVIRONMENTAL INC 1,700 12,580 23,154 GUS PLC 156,737 1,327,197 1,756,161 HABERSHAM BANCORP INC 800 13,936 16,800 HAGGAR CORP 4,600 66,740 57,500 HAMPSHIRE GROUP LTD 4,600 92,003 137,264 HANDLEMAN CO DEL 19,200 246,314 307,200 HANG LUNG PROP 730,000 725,460 659,964 HANG SENG BANK 161,800 1,801,221 1,711,752 HA,NOVER CAP MTG HLDGS INC 1,700 14,516 21,692 HP,RDINGE INC 11,000 112,090 89,100 HP,RLEY DAVIDSON INC 24,648 1,017,318 982,469 HP.RLEYSVILLE GROUP INC 30,800 581,234 709,016 HARMAN INTL INDS INC NEW 57,200 1,907,207 4,526,808 HARRAHS ENTMT INC 2,400 93,534 96,576 HARSCO CORD 83,800 2,412,879 3,020,990 ~ 0 HARTFORD FINANCIAL SVCS GRP 7,350 282,687 370,146 HASBRO INC 1,700 15,982 29,733 HAW PAR CORP LTD 1 _ 2 HAWTHORNE FINL CORD 200 4,317 6,932 HEtOS 75,200 583,230 973,495 HC;A INC 145,300 5,487,655 4,655,412 H[)FC BANK LTD 41,800 743,690 783,750 HE?ALTHCARE RLTY TR 400 6,870 11,660 HE?ALTHCARE SVCS GROUP INC 14,300 92,368 202,059 HE?ARST ARGYLE TELEVISION INC 16,400 411,033 424,760 HEARTLAND EXPRESS INC 15,650 133,551 348,213 HEINEKEN HOLDING 53,725 1,597,192 1,544,845 HEINEKEN NV 85,200 3,628,655 3,023,237 HEINZ H J CO 5,400 156,168 178,092 HELLENIC TELECOMMUNICATIONS 18,350 95,345 110,100 HEMLOCK FED FINL CORP 1,500 39,681 42,638 HI?NNES + MAURITZ 8,841 195,662 203,217 HENRY JACK + ASSOC INC 127,400 2,431,521 2,266,446 HERSHEY FOODS CORP 2,200 154,500 153,252 HEWLETT PACKARD CO 223,054 3,081,954 4,751,050 HIBERNIA CORP 75,900 960,939 1,378,344 HIGHFIELDS CAPITAL MANAGEMENT 12 11,512 11,512 HIGHWOODS PPTYS INC 8,200 205,928 182,860 HILLENBRAND INDS INC 9,600 487,945 484,320 HILTON GROUP 334,790 1,062,797 1,016,514 HINGHAM INSTN SVGS MASS 1,600 20,540 56,584 HiROSB ELECTRIC 18,700 2,585,700 1,546,458 HIHN FINL INC 500 8,138 9,700 HOLCIM 124,600 5,638,263 4,603,913
(23) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value HOME DEPOT INC 56,800 1,066,495 1,881,216 HOME PPTYS N Y INC 22,500 740,138 792,900 HON HA1 PRECISION IND LTD 144,750 2,007,704 1,092,863 HONDA MOTOR CO 67,000 2,356,999 2,538,830 HONEYWELL INTL INC 21,300 566,109 571,905 HONG KONG ELECTRIC 389,250 1,222,424 1,527,420 HONG KONG LAND HLD 21,000 40,666 26,250 HOOPER HOLMES !NC 115,600 929,099 744,464 HORACE MANN EDUCATORS CORD NEW 124,900 2,610,842 2,014,637 HORIZON HEALTH CORP 7,000 94,191 113,400 HOSPITALITY PPTYS TR 200 5,734 6,250 HOUSTON EX PL CO 4,000 117,206 138,800 HOVNANIAN ENTERPRISES INC 13,100 437,959 772,245 HOYA CORP 12,000 760,865 826,483 HRPT PPTYS TR 1,500 12,858 13,800 HSBC HLDGS 999,026 11,299,852 11,808,855 HUDSON CITY BANCORP INC 42,000 467,622 1,073,940 H'UMANA INC 50,000 580,766 755,000 HUMBOLDT BANCORP 15,120 192,708 226,195 HUTCHINSON TECHNOLOGY INC 17,400 413,358 572,286 HIUTCHISON WHAMPOA 224,000 2,470,872 1,364,426 HIYDRIL COMPANY 19,900 421,312 542,275 hIYPERION SOLUTIONS CORD 25,945 532,297 875,903 1 T C LTD 18,300 248,238 301,785 113ERDROLA SA 115,822 1,529,929 2,005,702 113ERIABANKCORP 4,900 74,897 239,120 ICICI BK LTD 287,100 1,335,090 2,087,217 ICN PHARMACEUTICALS INC 61,500 996,528 1,030,740 IPJEC PHARMACEUTICALS CORD 4,052 143,297 137,768 IiDEX CORD 13,700 411,338 496,488 1 DX SYS CORP 10,500 162,982 162,960 IKON OFFICE SOLUTIONS INC 17,700 156,163 157,530 ILLINOIS TOOL WKS INC 400 26,790 26,340 IMAGISTICS INTL INC 700 12,866 18,060 IMATION CORP 35,700 941,066 1,350,174 IMC GLOBAL INC 130,100 1,686,322 872,971 IMCO RECYCLING INC 3,700 24,378 24,568 IMMUCOR CORD 10,000 54,005 217,900 IMPALA PLATINUM 40,368 1,550,188 2,397,354 IMPERIAL PKG CORP 400 8,618 8,564 I MPERIAL TOBACCO 7,479 120,725 133,658 INCYTE CORD 11,800 533,514 54,752 INDEPENDENCE CMNTY BK CORP 43,600 1,173,673 1,230,392 1 NDITEX 60,100 1,038,417 1,511,446 INFINEON TECHNOLOGIES AG 61,200 3,971,440 591,749 INFOSYSTECHNOLOGIES LTD 11,100 433,932 595,515 INC GROEP NV 126,038 3,571,514 2,189,851 INGERSOLL RAND COMPANY LIMITED 6,900 291,387 326,508 INSIGNIA FINL GROUP INC NEW 6,300 72,227 69,993 INSILCO CORD 338
(24) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 11 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Descri ption of Shares Ongmal Cost Market Value INSITUFORM TECHNOLOGIES INC 82,400 2,143,447 1,456,832 INTEL CORP 242,066 2,171,871 5,031,100 INTER PARFUMS INC 2,900 21,336 21,460 INTERACTIVE DATA CORD 14,500 192,473 245,050 INTERBREW 5,945 116,646 132,101 INTERGRAPH CORD 8,200 111,799 176,300 INTERGRATED ELECTRICAL SVGS 1,200 8,652 8,700 INTERNATIONAL ALUM CORD 3,500 75,459 76,475 INTERNATIONAL BANCSHARES CORD 6,300 120,995 224,028 INTERNATIONAL BUSINESS MACHS 30,450 1,680,293 2,512,125 INTERNATIONAL MULTIFOODS CORP 23,500 378,169 538,385 INTERNET SEC SYS INC 52,600 991,803 762,174 INTERPHASE CORD 2,100 12,368 16,109 lN7ERSIL CORD 4,649 99,967 123,710 INT'ERVEST HANCSHARES CORD 200 2,177 2,440 INVACARE CORD 24,200 792,351 798,600 INVESTOR AB 418,181 4,697,808 3,056,058 INVESTORS FINL SERVICES CORD 37,600 983,838 1,090,776 1NV1TROGEN CORD 17,100 669,799 656,127 INVIV0 CORD 6,000 69,818 104,526 IOMEGA CORD 35,200 414,959 373,120 40 IONICS INC 126,600 2,634,998 2,832,042 IRON M7'N INC PA 79,399 1,741,045 2,944,909 IRIVIN FINL CORD 16,300 267,862 422,170 ISC:O INC 8,000 76,960 66,640 (STAR FINL INC 45,100 1,065,160 1,646,150 ITL.A CAP CORD 7,300 157,148 295,139 ITI' EDL SVGS !NC 3,700 103,681 108,225 ITl' INDS INC 1,100 34,752 72,006 1 + 1 SNACK FOODS CORP 4,800 101,496 151,824 JACKSONVILLE BANCOI2P INC 2,300 52,252 65,435 JACOBS ENGR GROUP INC 5,222 201,192 220,107 JAPAN AIRLINES SYS 9,000 34,342 19,638 JAPAN TELECOM HLDG 270 742,431 820,737 1ARDEN CORP 9,600 250,144 265,632 JEFFERSON PILOT CORP 100 4,263 4,146 JEFFRIES GROUP INC NEW 45,100 1,026,634 2,245,529 JE'TBLUE AWYS CORP 4,529 167,996 191,531 JOHN HANCOCK FINANCIAL SRVCS 5,300 179,021 162,869 JOHNSON + JOHNSON 56,300 1,262,793 2,910,710 JOHNSON CTLS INC 24,650 1,914,599 2,110,040 JOHNSON ELEC HLDGS 1,255,000 2,248,665 1,553,029 JOHNSON OUTDOORS INC 2,100 14,831 28,665 JONES APPAREL GROUP INC 12,600 329,289 368,676 JONES LANG LASALI.E INC 5,800 114,491 91,640 JOS A BANK CLOTHIERS INC 4,300 20,742 143,749 10Y GLOBAL INC 16,600 237,834 245,182 !SC MMC NORfLSK NICKEL 20,000 499,289 690,000 1liLIUS BAER HLDG 3,682 1,345,973 902,458 0 JUNIPER NETWORKS INC 6,300 55,124 77,931
(25) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Description of Shares Orieinal Cost Market Value K 1' + G CORD 322,650 2,408,700 2,660,572 K TRON INTL INC 200 2,664 2,946 K2 INC 800 8,044 9,800 KANSAI ELEC POWER 14,500 223,043 228,715 KANSAS CITY LIFE INS CO 3,400 89,871 145,656 1G+,OCORP 129,000 2,571,389 2,401,124 KB HOME 28,800 1,459,975 1,785,024 KC:S ENERGY INC 13,300 68,612 71,687 KELLOGG CO 16,300 460,421 560,231 KELLWOOD CO 100 2,127 3,163 KELLY SVCS INC 14,000 321,525 328,300 KE:MET CORD 106,400 1,884,530 1,074,640 KE!RZNER INTERNATIONAL LIMITED 10,500 245,691 338,205 KEY ENERGY SVCS INC 42,900 384,735 459,888 KE:YENCE CORP 2,600 739,784 476,369 KEYSTONE AUTOMOTIVE 1NDS INC 47,900 385,259 874,654 KEYSTONE PPTY TR CORP 14,400 250,819 266,544 KIMBALL INTL INC 20,800 323,351 324,480 KIMBERLY CLARK CORD 2,800 127,565 145,992 KI,AMATH FIRST BANCORP INC 2,600 30,002 43,732 K14iGHT RIDDER INC 700 42,796 48,251 K14IGHTTRANSN INC 3,300 81,432 82,170 KUGER EQUITY INC 5,600 101,690 96,488 Kc)HLS CORD 15,700 816,228 806,666 KILN KPN NV 453,000 2,453,975 3,209,648 KoNNKLIJKE PHILIPS ELECTRS N V 244,339 5,602,183 4,669,318 KOOKMIN BANK 66,000 2,047,321 1,989,117 KUOKMIN BK NEW 18,200 611,970 550,550 KOREA ELEC POWER 185,900 2,734,023 2,941,406 KOREA ELEC PWR CORP 384,228 4,190,421 3,423,471 KRAFT FOODS INC 8,400 252,191 273,420 K;RAMONT RLTY TR 2,800 39,829 46,200 KROCER CO 800 13,338 13,344 KROLL INC 24,100 470,347 652,146 KRONOS INC 58,800 2,395,172 2,987,628 KT CORP 218,541 5,682,727 4,307,443 KVH INDS INC 8,900 178,134 220,097 L.4 Z BOY INC 37,300 706,496 834,774 L,4BRANCHE+COINC 140,000 3,089,832 2,896,600 LAFARGE 35,896 2,134,998 1,763,891 L4FARGE NORTH AMERICA INC 24,600 858,349 760,140 L4KELAND INDS INC 1,970 10,859 20,271 L4NDAMERICA FINL GROUP INC 96,600 2,686,473 4,588,500 LANDRYS RESTAURANTS INC 28,900 305,814 682,040 LANDSTAR SYS INC 15,400 390,900 967,890 LASALLE HOTEL PPTYS 32,000 515,250 472,960 LATTICE SEMICONDUCTOR CORD 9,500 84,905 78,185 LAUDER ESTEE COS INC 27,200 719,703 912,016 LAYNE CHRISTENSEN CO 35,672 173,500 287,873 LEAR CORD 4,100 133,856 188,682
(26) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 0 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL, OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value LEHMAN BROTHERS HLDGS INC 44,700 2,698,322 2,971,656 LE.NNAR CORD 40,062 1,908,450 2,854,235 LENNOX INTL INC 44,600 550,106 574,002 LE:SCO INC OHIO 200 2,193 1,782 LI + FLING 1,812,400 3,056,956 2,335,762 LIBERTY MEDIA CORD NEW 591,550 7,219,395 6,838,318 LIFELINE SYS INC 31,700 455,913 900,280 LIFEPOINT HOSPS INC 5,300 91,773 110,982 LIFETIME HOAN CORD 10,300 71,913 78,486 LIGHTBRIDGE INC 500 4,325 4,380 LILLY ELI + CO 63,328 3,368,994 4,367,732 L1N TV CORD 16,300 382,481 383,865 LINDSAY MFG CO 35,900 838,388 833,598 LINENS N THINGS INC 55,500 1,205,034 1,310,355 LITTELFUSE INC 79,200 3,596,629 1,770,912 LIZ CLAIBORNE INC 82,100 1,611,393 2,894,025 LiJR PPTY CORD 13,900 456,830 519,860 LOCAL FiNL CORD 15,900 244,183 229,596 LOCKHEED MARTIN CORP 12,100 595,306 575,597 LONE STAR STEAKHOUSE + SALOON 9,800 194,389 213,346 LONE STAR TECHNOLOGIES INC 18,500 364,892 391,830 LONG IS FINL CORD 100 2,173 2,936 LONGS DRUG STORES CORD 800 14,803 13,280 LOREAL 20,300 1,300,646 1,431,326 LOUISIANA PAC CORP 18,400 170,034 199,456 UOWES COS INC 153,432 5,791,326 6,589,904 LOWRANCE ELECTRS INC 2,000 17,776 17,080 L:iB CORD 3,300 24,626 54,384 L:iB FINAL CORP 1,100 13,159 27,456 LUCENT TECHNOLOGIES INC 59,300 92,187 120,379 LUFKIN INDS INC 7,100 188,846 172,885 L'VMH MOET HENNESSY 40,918 2,103,204 2,029,419 M D C HOLDINGS INC 15,316 564,686 739,456 M/I SCHOTTENSTEIN HOMES INC 2,300 63,890 98,164 MACDERMID INC 24,500 567,035 644,350 M,ACERICH CO 23,200 507,686 815,016 MACK CA RLTY CORD 24,300 660,482 884,034 NIADE2MANAGE SYS INC 2,100 14,837 11,783 NIAF BANCORP INC 54,000 1,041,411 2,001,780 MAGMA DESIGN AUTOMATION INC 10,100 134,448 173,215 MALAYAN BK BHD 255,000 535,124 577,105 NIANATRON INC 1,500 10,772 11,996 IvIANTECH INTL CORD 19,800 351,673 379,764 MANUFACTURED HOME CMNTYS INC 18,200 605,726 639,002 WIARKEL CORP 6,600 1,128,846 1,689,600 MARKS + SPENCER GP 222,295 8809117 1,158,234 NIARRIOTT INTL INC NEW 3,200 107,037 122,944 MARSH + MCLENNAN COS INC 3,300 177,073 168,531 MARSHALL + ILSLEY CORP 6,900 182,792 211,002 h1ARTEK BIOSCIENCES CORD 200 8,425 8,588 THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 10 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II . LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value MARTEN TRANS LTD 100 1,327 2,690 MASCO CORP 16,800 331,244 400,680 MATAV RT 239,300 922,796 818,428 MATERIAL SCIENCES CORD 39,000 391,950 378,300 MATHEWS INTL CORD 92,300 1,321,708 2,285,348 MATRIX BANCORP INC 200 1,885 2,048 MATRIX SVC CO 2,100 14,997 36,078 MATRIXONE INC 99,600 1,071,440 571 ,704 MATTEL INC 19,700 306,955 372,724 MAX + ERMAS RESTAURANTS INC 1,000 14,980 16,030 MAX RE CAPITAL LTD 25,400 296,779 380,238 MAXCORP FINL GROUP INC 3,200 18,446 32,320 MAXIM INTEGRATED PRODS INC 20,400 909,669 697,476 M.4XIMUS INC 68,500 1,632,580 1,892,655 MAXIS COMMUN BHD 117,000 150,822 175,500 M.4XTOR CORD 54,000 348,577 405,540 MAYS J W INC 1,300 16,276 16,751 M81A INC 9,300 315,746 453,375 M BNA CORP 20,900 346,499 435,556 MCDONALDS CORP 12,102 282,262 266,970 MCGRAW HILL COS INC 2,300 143,513 142,600 MCKESSON CORP 22,150 757,697 791,641 MCRAE INDS INC 2,000 11,600 12,360 MEDIA GEN INC 17,500 798,603 1,001,000 MEDIASET 258,724 1,740,205 2,189,668 MEDICINES CO 26,600 367,814 523,754 MEDICIS PHARMACEUTICAL CORD 15,900 917,116 901,530 MEDIMMIJNE INC 9,000 293,255 327,330 MEDTRONIC INC 24,300 1,050,200 1,165,671 MELLON FINL CORP 17,800 425,215 493,950 MEMC ELECTR MATLS INC 41,700 358,321 408,660 MERCK +COINC 47,800 1,789,399 2,894,290 MERCURY INTERACTIVE CORD 16,400 331,510 633,204 MERRILL LYNCH + CO INC 13,300 456,957 620,844 MESABA HLDGS INC 700 4,113 4,319 MESTEK INC 100 1,802 1,800 METHODE ELECTRS INC 89,100 1,166,278 957,825 METLIFE INC 166,450 3,457,796 4,713,864 METRICOM INC 337 4,044 - METRO AG 4,000 113,896 129,304 METROCALL HLDGS INC 923 411,173 58,377 METROLOGIC INSTRS INC 4,500 27,360 149,625 MG TECHNOLOGIES 49,000 430,030 496,294 MICROSOFTCORP 261,600 721,356 6,699,576 MID ATLANTIC MED SVCS INC 62,600 2,221,794 3,273,980 MIDDLEBY CORP 1,100 12,821 15,400 MIDWAY GAMES INC 99,800 1,372,671 362,274 MIDWEST EXPRESS HLDGS INC 36,600 832,178 95,892 MILLEA HOLDINGS INC 277 2,021,626 2,117,726 MILLER HERMAN INC 75,300 1,786,227 1,521,813 THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30 . 2003
DETAIL OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value MILLS CORP 7,700 228,561 258,335 MINE SAFETY APPLIANCES CO 11,000 348,179 479,820 MINERALS TECHNOLOGIES INC 50,800 2,490,875 2,471,928 MINUTEMAN INTL INC 2,100 20,230 19,740 MISSION WEST PPTYS INC MD 2,700 26,538 30,699 MITSUBISHI CORD 88,490 588,759 613,884 MITSUBISHI ESTATE 91,000 881,699 616,140 MITSUBISHI HVY IND 305,000 1,179,626 789,965 MI'T'SUBISHI MOTOR 566,000 2,152,317 1,277,418 MI'fSUI FUDOSAN CO 182,000 2,020,963 1,162,557 MI'I'SUI SUMITOMO INSURANCE CO 124,450 580,427 577,295 Mk:S INSTRS INC 78,700 1,346,293 1,422,109 MD402 751,600 621,382 703,843 MOBILE TELESYSTEMS 14,400 724,747 849,600 MOBILE TELESYSTEMS OJSC 11,040 447,120 644,515 MOLSON INC 42,210 915,324 1,133,573 MONRO MUFFLER BRAKE INC 200 3,398 5,652 MONSANTO CO NEW 195,400 3,567,741 4,228,456 MONY GROUP INC 77,000 2,451,651 2,075,150 M()ODYS CORP 600 28,886 31,626 MOORE MED CORP 300 1,838 2,025 MORGAN STANLEY 31,100 1,106,976 1,329,525 V MOTOROLA INC 47,200 527,582 445,096 MOVADO GROUP INC 4,400 73,678 95,700 MOVIE GALLERY INC 3,600 48,987 66,420 M13S GROUP INC 148,500 830,377 1,021,680 MSC 1NDL DIRECT INC 15,700 300,066 281,030 M'I'S SYS CORP 1,700 23,668 25,058 MUELLER PAUL CO 700 18,218 28,350 MUENCHENER RUCKVERS AG 4,700 692,010 479,167 MURATA MFG CO 23,800 2,087,801 935,549 MYKROLIS CORD 79,800 1,130,265 809,970 MYRIAD GENETICS INC 5,200 73,736 70,772 N,4B1 BIOPHARMACEUTIC 13,600 90,197 93,296 N.4SHUA CORD 4,800 42,331 42,720 N4TC0 GROUP INC 12,500 91,375 85,375 NATIONAL BEVERAGE CORP 3,000 35,477 41,700 NATIONAL BK CDA MONTREAL QUE 55,200 1,099,706 1,496,646 NATIONAL COMM FINL CORD 4,400 99,241 97,636 NATIONAL FUEL GAS CO N J 66,100 1,379,774 1,721,905 NATIONAL GRID TRANSCO PLC 290,000 2,223,630 1,966,812 NATIONAL HEALTHCARE CORD 300 5,247 5,904 NATIONAL HOME HEALTH CARE CORD 3,500 35,272 24,658 NATIONAL MERCANTILE BANCORP 600 4,217 4,248 NATIONAL OILWELL INC 61,000 1,244,180 1,342,000 NATIONAL WESTN LIFE INS CO 2,900 245,722 320,247 NATL AUSTRALIA BK 82,834 1,374,889 1,861,013 NATURES SUNSHINE PRODS INC 10,000 79,842 80,100 NAUTICA ENTERPRISES INC 23,800 255,455 305,354 TAVIGANT INTL INC 11,200 121,817 144,480
(29) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX 0 FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Description of Shares Ongmal Cost Market Value NB'TY INC 5,000 66,055 105,300 NCI BLDG SYS INC 2,300 40,618 38,410 NCO GROUP INC 24,100 543,035 431,631 NCR CORD NEW 9,900 366,304 253,638 NEC CORP 198,000 2,399,222 989,382 NEDCOR LTD 28,400 315,588 338,455 NEIMAN MARCUS GROUP 48,100 1,339,236 1,760,460 NEKTAR THERAPEUTICS 9,900 477,056 91,377 NELSON THOMAS INC 10,500 113,704 131,250 NESTLE S A 16,118 808,910 833,301 NESTLE SA 54,349 11,022,962 11,214,459 NETEGRITY INC 46,300 659,068 270,392 NETIQ 14,900 817,206 230,354 NETSCREEN TECHNOLOGIES INS 1,300 23,006 29,315 NEUBERGER BERMAN !NC 30,600 879,187 1,221,246 NEUROCRINE BIOSCIENCES INC 17,000 586,655 848,980 NEW BRUNSWICK SCIENTIFIC INC 5,026 23,588 23,773 NEW CENTY FINL CORD 15,200 398,920 663,480 NEW ENGLAND BUSINESS SVC INC 55,400 998,167 1,662,000 NEW HAMPSHIRE THRIFT 800 14,740 19,792 NE.WFIELD EXPL CO 3,200 119,648 120,160 0 I NE:WMONT MNG CORD 8,425 172,913 273,476 ~ NEWPORT CORD 36,400 828,517 538,720 NEWS CORP LTD 154,825 5,930,484 4,686,553 NEWS CORPORATION 13,051 175,765 98,030 NE:XEN INC 3,826 93,404 96,160 NE:XTEL COMMUNICATIONS INC 102,959 1,245,773 1,861,499 NIKE INC 22,000 1,083,790 1,176,780 NIKKO CORDIAL CORP 337,900 2,089,079 1,356,384 NINTENDO CO 18,440 2,439,234 1,340,672 NISSAN MOTOR CO 353,000 1,677,318 3,374,924 NN INC 17,700 151,556 224,082 NOBLE CORPORATION 55,650 1,946,148 1,908,795 NOBLE ENERGY INC 50,700 1,778,704 1,916,460 Nc)KIA (AB) OY 627,061 11,012,851 10,326,022 NOKIA CORP 201,925 3,147,606 3,317,628 NOLAND CO 2,800 126,444 99,708 NOMURA HOLDINGS 95,000 1,489,321 1,205,746 NORDIC AMERICAN TANKER SHfPPIN 700 9,951 9,940 NORFOLK SOUTHN CORD 2,800 47,005 53,760 NORSK HYDRO AS 46,400 1,970,318 2,281,946 NORTECH SYS INC 2,200 16,206 13,981 NORTH FORK BANCORPORATION INC 11,700 358,257 398,502 NORTH VY BANCORP 4,200 31,095 63,000 NORTHEAST PA FINL CORD 500 8,060 7,960 NORTHROP GRUMMAN CORD 43,196 4,466,605 3,727,383 NOVARTIS AG 472,750 18,038,524 18,706,877 NOVASTAR FINL INC 3,700 70,235 221,075 NOVELLUS SYS INC 6,300 181,765 230,712 NOVEN PHARMACEUTICALS INC 57,600 1,174,810 589,824
(30) THE 1 PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX 9 FOR THE FISCAL YEAR ENDED JUNE 30 . 2003
DETAIL OF INVESTMENTS-- PART II. LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value NOVO NORDISK AS ~ 53,654 1,815,540 1,878,276 NP;i PHARMACEUTICALS !NC 19,300 474,700 469,762 NTT DOCOMO 4,096 12,116,356 8,869,123 NUTRACEUTICAL INTL CORP 12,500 73,656 134,375 MOM INC 200 3,239 3,644 NVMAGIC INC 1,200 20,237 24,312 0 CHARLEYS INC 26,800 371,411 577,004 O/:>EAS CHINESE BK 349,000 2,190,554 1,981,829 OCCIDENTAL PETE CORD 87,050 2,619,782 2,920,528 OC'EANEERING INTL INC 700 11,148 17,885 OC'EANFIRST FINL CORD 11,850 149,367 289,496 OC"TELCORP 4,400 83,530 61,160 ODYSSEY RE HLDGS CORD 6,700 113,910 141,370 OFFSHORE LOGISTICS INC 100 2,045 2,175 OHIO ART CO 1,300 29,862 18,889 OHIO CAS CORP 151,800 2,181,724 2,000,724 OIL CO LUKOIL 49,000 2,141,200 3,871,000 OIL STATES INTL INC 17,200 196,505 208,120 OLD DOMINION FGHT LINES INC 9,900 71,422 214,038 OLD REP INTL CORP 32,800 594,090 1,124,056 OLYMPIC STL INC 4,900 27,393 20,036 ~ 0 OLYMPUS OPTICAL CO 114,000 1,617,964 2,359,275 OMEGA PROTEIN CORD 7,400 41,051 37,740 OPANICARE INC 56,500 1,357,108 1,909,135 ONE LIBi2TY PROPERTIES INC 1,800 28,104 30,240 O1dEOK INC NEW 14,000 294,425 274,820 OPINION RESH CORP 5,400 40,392 35,154 ORACLE CORD 235,645 3,495,099 2,832,453 ORANGE SA 10,280 82,747 91,253 ORBIT INTL CORD 500 2,812 2,880 ORIX CORD 46,520 3,892,671 2,572,499 ORLEANS HOMEBUILDERS INC 6,500 44,977 69,550 O:il PHARMACEUTICALS INC 7,200 256,855 231,912 OUTLOOK GROUP CORD 4,500 24,523 26,055 OVERSEAS SHIPHOLDING GROUP INC 23,400 433,611 515,034 OKFORD INDS INC 7,400 133,260 307,248 PACCAR INC 600 20,420 40,536 PACER INTL INC TN 44,900 671,120 846,814 PACIFIC SUNWEAR OF CALIF 2,000 47,290 48,180 Pr\CKETEER INC 25,800 313,980 401,706 PAREXEL INTL CORP 16,000 205,488 223,200 PARK BANCORP INC 500 10,349 13,180 PARKWAY PPTYS INC 40,900 1,359,087 1,719,845 PARTNERRE LTD 50,000 1,800,740 2,555,500 PATINA OIL + GAS CORD 6,000 130,700 192,900 PATRICK INDS INC 800 5,254 5,104 PATRIOT BK CORP PA 800 10,187 14,392 P,4TRIOTTRANSN HLDG INC 500 10,650 14,095 P.4XAR CORP 124,200 2,077,839 1,366,200 PC CONNECTION INC 6,100 42,936 41,480
(31) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 10 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset De scn lion of Shares Original Cost Market Value PE,4BODY ENERGY CORD 23,300 646,793 782,647 PE .4RSON 250,700 3,813,369 2,341,498 PECO11 INC 19,500 387,856 12,246 PEERLESS MFG CO 3,900 70,072 43,095 PELICAN FINL INC 6,300 83 ,625 57 ,015 PENFORD CORD 4,400 75,020 49,148 PENN VA CORP 33,400 1,255,992 1,436,200 PENNEY J C INC 125,000 2,540,367 2,106,250 PEOPLES BANCTRUST INC 1,100 11,713 16,500 PEP BOYS MANNY MOE + JACK 265,000 3,084,850 3,580,150 PEPCO HLDGS INC 3,300 67,510 63,228 PEPSICOINC 175,100 7,055,802 7,791,950 PERFORMANCE FOOD GROUP CO 4,000 105,440 148,000 PERKIIVELMER INC 28,400 390,364 392,204 PERRIGO CO 72,200 541,914 1,129,208 PETROCORP INC 3,100 38,514 34,565 PETROLEO BRASILEIRO SA 183,300 3,197,375 3,622,008 PETROLEO BRAS(LEIRO SA PETRO 67,800 1,020,471 1,204,128 PEUGEOT SA 32,149 1,516,209 1,561,644 PFF BANCORP INC 9,500 185,026 367,175 PFIZER INC 362,920 9,525,809 12,393,718 PCi+E CORD 30,900 283,933 653,535 PHILIPPINE LONG DIST TEL CO 40,700 352,852 438,339 PHILIPS ELEC(KON) 66,591 1,149,859 1,266,339 PHILLIPS VAN HEUSEN CORD 9,800 125,039 133,574 PICO HLDGS INC 1,000 14,130 13,000 PINNACLE BANCSHARES INC 400 3,408 5,460 PINNACLE WEST CAP CORP 9,500 326,601 355,775 PIONEER NAT RES CO 78,970 1,449,202 2,061,117 PITNEY BOWES INC 3,600 121,805 138,276 PLAINS EXPL+PRODTN CO 80,000 515,661 864,800 PLAINS RES INC 80,000 781,214 1,132,000 PLANAR SYS INC 200 3,723 3,912 PLAYBOY ENTERPRISES (NC 500 5,397 6,000 PLEXUS CORD 108,200 2,667,650 1,247,546 PLUM CREEK TIMBER CO INC 102,800 3,121,728 2,667,660 P1JC FINL SVCS GROUP INC 7,500 327,905 366,075 Pc)CAHONTAS BANCORP INC 100 7,253 1,251 POGO PRODUCING CO 3,000 96,791 128,250 POLARIS INDS INC 8,000 452,878 491,200 POMEROY IT SOLUTIONS INC 2,100 26,212 23,226 PORSCHE AG 387 136,601 163,988 PORTUGAL TCOM SGPS 148,348 1,011,827 1,063,017 POSCO 53,410 1,409,564 1,735,675 POTLATCH CORP 5,500 139,937 141,625 PPG INDS INC 3,100 139,471 157,294 PPL CORP 900 26,850 38,700 PRAXAIR INC 7,400 358,293 444,740 PRIDE INTERNATIONAL INC 50,600 784,091 952,292 PRINTRONIX CORP 2,100 21,414 23,520
(32) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 0 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30 . 2003
DETAIL. OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Description of Shares Onvmal Cost Market Value PROCTER + GAMBLE CO 73,341 5,690,501 6,540,550 PROGRESS ENERGY INC 300 9,667 13,170 PROGRESS SOFTWARE CORD 48,100 750,875 997,113 PROLOGIS 5,500 128,606 150,150 PROTECTIVE LIFE CORD 1,500 46,374 40,125 PROVIDENT BANKSHARES CORP 65,800 1,527,633 1,671,978 PROVIDENT FINACIAL SERVICES 150,000 2,285,460 2,857,500 PROVIDENT FINL GROUP INC 41,000 1,090,997 1,050,830 PROVIDENT FINL HLDGS INC 7,200 149,515 211,248 PRUDENTIAL PLC 86,100 827,778 521,426 PUBLIC SVC ENTERPRISE GROUP 68,600 2,406,463 2,898,350 PIILTE HOMES INC 10,800 516,165 665,928 PARE GROUP LIMITED BERMUDA 10,500 239,360 207,900 QANTAS AIRWAYS 51,389 90,727 112,697 Q(:R HOLDINGS INC 200 2,204 3,978 QLOGIC CORD 4,000 158,217 193,320 QUAKER FABRIC CORP NEW 4,900 40,698 32,340 QUALCOMM INC 29,300 824,617 1,047,475 QUEST DIAGNOSTICS INC 46,358 2,756,739 2,957,640 QUEST SOFTWARE INC 28,000 721,356 333,200 Q'JJEST COMMUNICATIONS INTL INC 16,800 88,085 80,304 0 R + B INC 7,100 69,912 75,615 R + G FINANCIAL CORP 14,500 348,296 430,650 RADIO ONE INC 16,20 290,579 289,332 R.aLCORP HLDGS INC NEW 7,000 98,894 174,720 RAYTHEON CO 17,000 456,674 558,280 R13CKITT BENCKISER PLC 123,926 2,354,655 2,273,999 R1CKSON ASSOCS RLTY CORD 18,200 456,604 387,660 RJ---D ROBIN GOURMET BURGERS INC 15,000 177,650 284,400 REED ELSEVIER NV 38,936 483,002 459,194 REED ELSEVIER PLC 386,718 3,142,360 3,217,832 REEVESINC 542 - REGENERON PHARMACEUTICALS INC 8,900 178,295 140,175 RELIANCE INDS LTD 256,570 2,860,449 3,733,094 RELIANCE STL + ALUM CO 14,800 370,000 306,360 RENAISSANCE LEARNING !NC 2,200 42,350 48,180 RENAL CARE GROUP INC 16,600 404,343 584,486 RENAULT (REGIE NATIONALE) 43,200 1,837,240 2,283,985 RENT A CTR INC NEW 8,900 516,048 674,709 REPSOL YPF SA) 34,900 503,144 565,893 RESORTQUEST INTL INC 2,200 8,848 9,702 RESOURCE AMER INC 6,200 57,886 64,170 RESOURCES CONNECTION INC 59,700 1,579,563 1,424,442 REUTERS GROUP 179,250 2,693,803 519,849 RGC RES INC 1,300 23,953 30,342 RICHEMONT (CIE FIN) 179,095 4,354,100 2,895,560 RICOH CO 97,000 1,586,943 1,584,959 RIGGS NATL CORD WASH DC 13,600 216,230 206,992 R 10 TINTO 85,324 1,522,343 1,605,089 RIO TINTO LIMITED 81,140 1,264,104 1,589,507
(33) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30 . 2003
DETAIL. OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Description of Shares Ongmal Cost Market Value RI'JERSTONE NETWORKS (NC 105,800 550,316 124,844 ROBBINS + MYERS INC 900 13,237 16,650 RGCHE HOLDINGS AG 18,762 1,695,538 1,471,679 ROCK OF AGES CORD DEL 2,100 12,495 13,755 ROFIN SINAR TECHNOLOGIES INC 300 2,219 4,218 ROHM + HAAS CO 3,200 112,140 99,296 ROHM CO 24,800 5,294,107 2,703,577 ROUSE CO 3,000 93,766 114,300 ROWAN COS INC 13,300 260,762 297,920 ROYAL BK SCOT GRP 412,035 9,393,511 11,558,623 ROYAL DUTCH PETE CO 6,000 268,598 279,720 ROYAL DUTCH PETROL 156,900 7,314,988 7,282,716 RT'1 INTL METALS INC 300 2,753 3,249 RUBIOS RESTAURANTS INC 3,400 19,771 17,204 RUBY TUESDAY INC 69,700 901,350 1,723,681 RUDDiCK CORD 3,600 56,897 56,592 RUSH ENTERPRISES INC 18,600 68,355 87,113 ROSS BERRIE+CO INC 10,400 214,157 379,704 RUSSELL 2000 INDEX SL CTF 3,686,732 46,478,653 50,862,159 RUSSELL CORD 25,100 497,589 476,900 R`(ANAIR HOLDGS PLC 41,926 1,546,856 1,882,477 R`lANS FAMILY STEAK HOUSES INC 48,600 276,625 680,400 R`(DER SYS INC 90,000 2,227,679 2,305,800 R`rERSON TULL INC NEW 1,500 12,322 13,170 RYLAND GROUP INC 27,000 1,113,553 1,873,800 S i- K FAMOUS BRANDS INC 400 3,808 6,000 SABMILLER PLC 188,379 1,247,228 1,261,288 SnFECO CORD 4,250 148,449 149,940 S/kMSUNG ELECTRONIC 108,157 9,909,878 16,061,315 SAMSUNGFIRE +MAR 9,770 630,235 475,209 SANDlSK CORD 2,200 84,770 88,770 SANDVIK AB 40,340 1,004,149 1,055,751 Sr\NKYO CO 27,000 604,364 322,448 SANOFI SYNTHELABO 177,756 8,939,657 10,410,427 SAP AG 7,856 483,321 926,501 SAP AKTIENGESEI LSCHAFT 31,400 761,090 917,508 SAPPI 179,799 1,392,867 2,161,897 SASOL 261,900 2,929,463 2,913,681 SAUER DANFOSS INC 9,200 101,534 98,900 SAXON CAPITAL INC 900 12,624 15,642 SI3C COMMUNICATIONS INC 52,800 2,075,666 1,349,040 SCANA CORP NEW 2,700 93,677 92,556 SCHEIN HENRY INC 46,000 1,701,186 2,407,640 SCHERING AG 2,654 125,486 129,772 SCHERING PLOUGH CORD 13,800 231,537 256,680 SCHNEIDER ELECTRIC 54,697 2,537,694 2,571,494 SCHNITZER STL INDS INC 4,000 102,702 176,480 SCHOLASTIC CORD 51,800 1,804,245 1,542,604 SCHULMAN A INC 11,900 203,585 191,114 SCHWEITZER MAUDUIT INTL INC 9,100 160,015 219,674
(34) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF a FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value SCOPE lNDS 400 28,807 31,200 SCAT + SOUTHERN EN 29,600 315,864 304,789 SCOTTISH POWER 163,343 1,120,845 981,126 SCOTTS CO 25,200 1,150,680 1,247,400 SCI' POOL CORD 89,500 1,301,680 3,078,800 SCI'fE HLDGS INC 5,300 49,699 40,704 SCRIPPS E W CO OH 2,400 201,294 212,928 SEA CONTAINERS LTD 300 3,022 3,417 SE,4BOftD CORD DEL 400 85,314 82,800 SEACOAST FINL SVCS CORD 336 6,854 6,653 SE,4COR SMIT INC 47,600 1,971,124 1,736,924 SECOM CO 54,000 1,805,648 1,583,011 SECURITAS 11,600 127,620 118,826 SECURITY CAP CORP DEL 2,600 21,372 23,790 SECURITY NATL F1NL CORD 5,985 31,631 38,005 SEKISUI HOUSE 175,000 1,511,881 1,326,254 SELECTIVE INS GROUP INC 48,500 1,145,913 1,214,925 SEMTECH CORP 85,400 1,206,719 1,216,096 SENECA FOODS CORP NEW 29,800 375,400 527,996 SENIOR HSG PPTSY TR 7,800 101,216 105,768 SEROLOGICALS CORP 500 6,335 6,815 SES GLOBAL 170,550 1,128,672 1,106,558 ~ 0 SEVEN ELEVEN JAPAN 5,000 132,382 124,506 SHANGRI LA ASIA LTD 718,000 796,731 455,762 SHARPER IMAGE CORP 6,300 146,596 171,801 SHELL TRNSPT+TRDG 976,102 7,934,917 6,442,854 SEIERWIN WILLIAMS CO 40,700 908,050 1,094,016 SFIIMAMURA CO 8,200 483,930 452,767 SHIN ETSU CHEM CO 8,200 259,093 279,992 SFIINHAN FINANCIAL 72,040 776,295 750,856 S}iIONOGI + CO 176,000 3,089,955 2,384,776 S}10PK0 STORES INC 11,300 142,250 146,900 SIEBEL SYS INC 32,100 275,788 306,234 SIEMENS AG NPV (REGD) 59,600 2,406,173 2,923,827 SIERRA BANCORP 3,100 21,681 43,555 SIMPSON MFG INC 5,900 143,337 215,940 SINCLAIR BROADCAST GROUP INC 53,700 502,498 623,457 SINGAPORE AIRLINES 116,000 1,132,226 685,065 SINGAPORE PRESS HD 159,000 1,992,604 1,652,300 SINGAPORE TECH ENG 621,900 894,540 614,484 SINGAPORE TELECOMM 3,433,660 4,109,642 2,944,251 SI< TELECOM LTD 176,560 3,310,021 3,329,922 SKYLINE CORD 900 22,811 27,000 SL GREEN RLTY CORP 19,600 565,260 683,844 SL INDS INC 400 2,624 2,670 SLM CORP 128,760 3,720,377 5,043,529 SMART + FINAL INC 1,700 7,781 7,871 SMC CORP 9,300 750,301 783,036 SMITH A 0 CORD 92,300 1,926,066 2,598,245 SMITH INTL INC 14,900 348,417 547,426
(35) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION N0. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF ID FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Descnation of Shares Original Cost Market Value SMITHS GROUP 250,800 3,006,346 2,909,417 SMURFIT STONE CONTAINER CORD 11,400 142,385 148,542 SNAP ON INC 26,900 760,053 780,907 SOC GENERALE 45,178 2,675,151 2,863,783 SGLA INTL INC 4,000 68,767 69,600 SONIC CORP 49,225 775,280 1,251,792 SONICWALL INC 21,000 424,675 100,800 SONY CORD 73,900 4,047,630 2,080,217 SOURCECORP INC 35,500 1,181,570 766,800 SOUTH JERSEY 1NDS !NC 1,200 42,638 44,220 SOUTHERN MO BANCORP INC 1,900 36,347 48,260 SOUTHERN PERU COPPER CORD 13,200 181,569 201,960 SOUTHERN UN CO NEW 7,500 126,001 127,050 SOUTHSIDE BANCSHARES INC 715 9,445 12,827 SOUTHTRUST CORD 11,000 273,100 299,200 SOUTHWEST BANCORPORATION TEX 59,400 1,299,272 1,931,094 SOVEREIGN BANCORP INC 3,600 39,931 56,340 SPARTON CORP 7,000 52,319 60,900 SPHERION CORD 58,200 544,973 404,490 SP'RINTCORP 48,200 373,026 344,620 SPS TECHNOLOGIES INC 4,700 121,072 127,088 SF'SS INC 39,000 1,096,265 652,860 SPX CORP 600 28,850 26,436 SS+C TECHNOLOGIES INC 5,300 51,890 84,535 S1' FRANCIS CAP CORP 1,700 24,610 49,419 S1' JUDE MED INC 7,600 407,358 437,000 S'T'ANDARD CHARTERED 138,100 1,687,036 1,677,238 STANDARD MICROSYSTEMS CORD 10,800 185,251 163,836 STANDARD MTR PRODS INC 6,000 75,614 66,600 S1"ANDEX INTL CORP 6,400 141,091 134,400 S7'ARHUCKS CORD 47,162 1,003,870 1,156,412 STARTEK 1NC 4,100 100,366 107,830 STATEN IS BANCORP INC 6,800 58,810 132,464 SifAT01L ASA 180,300 1,355,556 1,536,137 STEIN MART INC 22,600 178,095 135,374 S'fEPAN CHEM CO 7,400 196,704 167,240 S'fERIS CORD 90,600 1,305,511 2,091,954 S'fEWART+STEVENSON SVCS INC 5,100 71,446 80,325 S'fEWART INFORMATION SVCS CORD 15,800 300,200 440,030 S'fIFEL FINL CORP 1,800 22,749 21,708 S"fMICROELECTRONICS 68,200 1,400,457 1,430,076 S'fMICROELECTRONICS N V 15,000 300,000 311,850 STONE ENERGY CORP 100 3,382 4,192 STORAGE TECHNOLOGY CORD 91,100 1,136,283 2,344,914 S'fRATASYS INC 1,700 19,447 59,789 S"fRATOS LIGHTWAVE INC 3,801 634,544 18,891 S'I'RATTEC SEC CORD 19,500 654,528 1,037,400 STRIDE RITE CORP 140,100 948,361 1,395,396 S'IRYKER CORP 2,800 179,221 194,236 S'UMITOMO FORESTRY 74,000 493,796 383,327
(36) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT 1 ATTACHED TO AND MADE PART OF 10 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART 11, LINES 10 - 13 Number Asset Description of Shares Onpmal Cost Market Value SUN HUNG KA1 PROPS 8,000 41,585 40,420 SUN LIFE FINL INC 148,688 2,417,662 3,061,851 SUN MICROSYSTEMS INC 73,300 314,899 337,180 SUNCOR ENERGY (NC 164,499 1,880,792 3,074,155 SUNOCO INC 47,000 1,530,773 1,773,780 SUNTRUST BKS INC 10,400 605,119 617,136 SUPERIOR FINL CORP DEL 11,500 173,86! 276,000 SUZUKI MOTOR CORP 109,000 1,284,926 1,417,930 SVENSKA HANDELSBANKEN SERIES A 180,112 2,586,393 2,947,510 SNATCH GROUP 41,216 2,916,726 2,286,056 SWISS REINSURANCE 111,454 9,264,345 6,175,204 SWISSCOM AG 9,574 3,215,908 2,721,192 SNlS GROUP INC 200,000 3,080,690 4,030,000 SYBASE INC 103,300 1,685,418 1,436,903 SYMANTEC CORP 700 22,162 30,702 SYMS CORD 5,600 40,289 36,008 SY MYX TECHNOLOGIES INC 7,900 117,989 128,928 SYTIAPTICS INC 29,900 206,252 402,454 Sy7-40PSYS INC 9,100 544,167 562,835 SlCNTHES STRATEC 1,348 903,427 968,295 SYSCO CORP 18,900 467,547 567,756 SYSTEMS + COMPUTER TECHNOLOGY 14,700 146,122 1i 0 132,300 TAIWAN SEMICNDCTR MFG CO LTD 339,359 2,848,611 3,420,739 TF+IYO YUDEN CO 36,000 746,307 350,781 TAKE TWO INTERACTIVE SOFTWARE 19,050 409,917 539,877 TAKEDA CNEM INDS 25,700 1,052,988 948,166 TIkRGET CORP 159,383 4,390,394 6,031,053 TARO PHARMA INDS 500 21,448 27,440 T/kRRAGON RLTY INVS INC 3,900 36,445 56,862 T[iCCORP 11,200 51,100 213,360 TUK CORD 19,000 1,421,839 938,330 TECHNICAL OLYMPIC USA INC 1,300 14,781 30,719 TI:CHNITROL INC 54,300 1,924,922 817,215 TI:CHTEAM GLOBAL INC 4,100 26,436 26,199 TECUMSEH PRODS CO 5,900 248,286 218,182 TI:EKAY SHIPPING CORP 26,400 1,024,134 1,132,560 TI:KELEC INC 22,100 622,874 249,730 TELECOM CORD OF NZ 404,167 894,876 1,239,886 TELECOM ITALIA SPA 320,462 1,676,685 1,978,939 TELEFONICA SA 185,855 1,888,451 2,157,742 TFLEFONOS DE MEXICO S A 201,692 6,398,658 6,337,163 TELEKOM AUSTRIA 236,150 1,886,728 2,679,286 TELEKOMUNIKASIIND 1,298,000 471,052 727,667 TELLABS INC 1,700 14,377 11,169 TEMPLE INLAND INC 900 36,976 38,619 TENET HEALTHCARE CORD 8,300 152,833 96,695 TESCO 159,522 577,615 577,143 TESSCOTECHNOLOGIES INC 5,400 71,442 37,260 TETRA TECH INC NEW 100,875 1,901,551 1,727,989 TETRA TECHNOLOGIES INC DEL 900 25,295 26,685
(37) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 0 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Descri ption of Shares Original Cost Market Value TEVA PHARMACEUTICAL INDS LTD 27,700 803,609 1,576,961 TF FINANCIAL CORD 2,700 63,592 83,025 TFI TV FRANCHISE 67,626 2,495,855 2,081,242 THOMSON CORP 44,900 1,010,071 1,401,111 THOMSON CORD US 79,900 2,833,267 2,512,855 THOR INDS INC 200 2,277 8,164 TI AUTOMOTIVE 206,000 - TIE.TOENATOR OYJ 23,968 563,658 403,497 TIFFANY +CONEW 64,463 1,968,418 2,106,651 TIM SPA 311,948 1,399,167 1,536,787 TIDACO AVIATION SRVCS INC 299,289 210,835 30,677 TIDACO AVIATION SVCS INC 14,214 - 4,943 TIMKEN CO 30,300 740,677 530,553 TOKYO ELEC POWER 12,000 234,165 229,357 TOKYO ELECTRON 60,400 7,186,145 2,862,178 TOKYO GAS CO 699,000 1,926,780 2,008,370 TOKYU CORP 116,000 573,426 373,866 TOO INC 45,800 729,206 927,450 TQPPAN PRINTING CO 106,000 808,807 759,192 TGRAY INDS INC 70,000 264,140 162,648 TORCH OFFSHORE INC 2,800 16,716 19,012 TORCHMARK INC 4,600 117,156 171,350 TORO CO 400 11,377 15,900 SA 86,085 13,166,528 13,009,406 TOYOTA MOTOR CORD 263,200 7,184,863 6,817,006 TPG NV 9,140 159,408 158,698 TRACTOR SUPPLY CO 13,400 95,147 639,850 TRANS WORLD ENTMT CORD 500 2,380 2,560 TA:ANSMONTAIGNE INC 17,900 98,987 115,992 TF:ANSOCEAN INC 12,000 291,236 263,640 TRANSPORT CORD OF AMERICA 2,200 14,908 12,210 TF'.ANSPROINC 4,300 25,540 19,264 TftAVELCENTERS AMER INC - 2,940 16,409 30,135 TRAVELERS PPTY CAS CORD NEW 287,165 4,392,898 4,565,599 TFtEX 1NC 6,100 183,800 239,425 TRIAD GTY INC 17,400 708,092 660,330 TRIBUNE CO NEW 12,900 554,410 623,070 TItIMBLE NAVIGATION LTD 8,900 156,284 204,077 T1tIMERIS INC 16,000 646,898 730,880 TItIZEC PPTYS INC 49,900 540,517 567,363 TItOVER SOLUTIONS INC 1,100 5,831 6,369 T:iR INC 2,000 12,528 17,960 TULARIK INC 23,300 159,296 231,602 TWIN DISC INC 300 4,965 4,245 TYCO INTL LTD 142,550 2,609,379 2,705,599 U S CONCRETE INC 400 2,154 1,536 U S XPRESS ENTERPRISES INC 5,100 47,430 54,366 UBS AG 165,238 7,832,257 9,191,749 U1CI 7,900 79,132 119,053 ULTIMATE ELECTRS INC 19,300 410,774 247,426
(38) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Description of Shares Onpinal Cost Market Value ULTRA PETE CORD 37,700 176,643 486,707 UNIBANCO UNIAO DE BANCOS BRAS 49,870 733,066 855,769 IJidIF1 INC 74,500 934,113 461,900 IINILEVER 345,600 2,442,310 2,751,656 UNION PAC CORD 63,250 3,660,255 3,669,765 UNIONBANCORP INC 1,400 20,649 28,000 IJNISOURCE ENERGY CORP 23,600 382,176 443,680 UNITED FIRE CAS CO 200 5,392 6,498 UNITED NAT FOODS INC 10,300 214,189 289,842 UNITED O/SEAS BANK 372,000 2,815,424 2,619,421 UNITED PARCEL SVC INC 20,900 1,238,634 1,331,330 UNITED STATES CELLULAR CORD 15,400 417,762 391,930 UNITED STATIONERS INC 55,100 1,661,666 1,992,967 UNITED STS STL CORP NEW 15,100 248,838 247,187 UNITED TECHNOLOGIES CORD 62,625 3,799,701 4,435,729 UNITEDHEALTH GROUP INC 110,944 4,060,226 5,574,936 UNIVERSAL FST PRODS INC 2,900 52,211 60,726 IJNUMPROVIDENT CORD 2,900 33,118 38,889 UPM KYMMENE OY 60,800 986,387 887,408 US BANCORP DEL 56,200 896,176 1,376,900 US ONCOLOGY INC 62,300 440,629 460,397 USANA HEALTH SCIENCES 200 1,967 8,842 USEC INC 333,000 1,941,705 2,337,660 UTAH MED PRODS INC 1,400 20,548 28,070 UTD COMMUNITY FINL 700 5,205 6,468 IJTI WORLDWIDE INC 49,800 829,837 1,553,262 VA1L BKS INC 2,400 26,752 32,520 VAIL RESORTS INC 4,500 61,556 60,615 VALERO ENERGY CORD 2,200 63,825 79,926 VALLEY NATL BANCORP 82,358 1,568,923 2,170,133 VARCO INTL INC DEL 31,700 511,433 621,320 VARIFLEX INC 100 576 595 VCA ANTECH INC 9,600 132,727 187,872 VENTANA MED SYS INC 900 17,523 24,462 VEOLtA ENVIRONNEMENT 148,426 3,779,438 3,050,964 VERISITY LTD 15,300 181,927 182,682 vERITAS DGC INC 11,200 155,649 128,800 vERITAS SOFTWARE CORP 8,400 388,012 240,828 VERITY INC 42,200 609,357 534,252 vERiZON COMMUNICATIONS 182,739 7,431,461 7,209,054 VERTEX PHARMACEUTICALS INC 10,480 976,066 153,008 vIACOM INC 129,246 5,211,446 5,642,880 vIASYS HEALTHCARE INC 6,200 106,201 128,340 vICURON PHAMACEUTICALS INC 12,300 180,028 174,414 VILLAGE SUPER MKTINC 1,600 34,170 40,776 vINCI 2,728 157,876 184,046 VINTAGE PETE INC 33,300 345,690 375,624 vIROPHARMA INC 12,000 241,120 31,200 VIVENDI UNIVERSAL 116,700 3,695,402 2,124,096 vNU NV 22,657 1,174,118 698,067
(39) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 10 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 I Number Asset Description of Shares Original Cost Market Value VODAFONE CROUP 10,591,736 27,482,709 20,711,358 VODAFONE GROUP PLC NEW 17,400 581,190 341,910 VOLT INFORMATION SCIENCES INC 1,600 20,983 21,840 W H ENERGY SVCS INC 27,600 622,462 537,648 WACHOVIA CORP 2ND NEW 31,000 1,173,376 1,238,760 WACOAL CORD 108,000 840,346 840,974 WAINWRIGHT BK+ TR CO BOSTON 2,069 15,062 20,898 WILL MART DE MEXICO 6,706 17,274 18,077 WAL MART DE MEXICO S A DE C V 12,000 242,400 353,400 I WAL MART STORES INC 126,629 4,950,282 6,796,178 WALGREEN CO 34,700 1,214,396 1,044,470 WALMART DE MEXICO 1,031,391 2,566,711 3,048,461 WASHINGTON GROUP 1NTL INC 8,425 266,510 81,846 WASHINGTON MUT INC 20,700 417,805 854,910 WASHINGTON REAL ESTATE INVT TR 61,100 1,379,268 1,661,920 WASTE INDS USA 200 1,004 1,424 WASTE MGMT INC DEL 18,100 416,558 436,029 W,4TSCO INC 700 9,100 11,708 WATSON PHARMACEUTICALS INC 1,500 43,946 60,555 W,4USAU MOSINEE PAPER CORD 1,700 19,329 (9,040 W,4YP01NT FINL CORD 100 1,837 1,804 W'EBEX COMMUNICATIONS 7,000 96,524 97,650 W EBSENSE INC 24,000 487,121 375,840 WELLCHOICE INC 22,600 499,948 661,728 WELLMAN INC 27,900 415,529 312,480 WELLPOINT HEALTH NETWORKS INC 3,100 182,167 261,330 WELLS FARGO + CO NEW 135,600 5,799,622 6,834,240 WELLS FINLCOI2P 1,400 18,743 35,777 WENDYS INTL INC 4,600 155,948 133,262 WESCO FINL CORP 820 187,774 255,840 WEST CORD 29,400 732,950 783,510 WESTAMERICA BANCORPORATION 56,100 1,584,896 2,416,788 WESTCOAST HOSPITALITY CORD 2,700 20,405 13,662 WESTCORP INC 11,100 184,31 310,800 WESTERN DIGITAL CORD 5,600 43,052 57,680 WESTERN OHIO FINL CORP 900 13,634 22,005 WESTERN WIRELESS CORP 24,300 611,430 280,179 WESTPAC BKG CORD 103,879 908,877 1,132,080 WEYERHAEUSER CO 2,900 130,777 156,600 WFS FINL INC 6,600 102,906 221,166 WILD OATS MKTS INC 49,400 506,937 538,460 WILLIAMS CLAYTON ENERGY INC 2,000 35,847 36,920 WILLIS LEASE FIN CORD 6,500 39,392 30,290 WILSON GREAT BATCH TECH 27,900 666,648 1,007,190 1A'IND RIV SYS INC 64,300 853,305 244,983 lA'lNNEBAGO IND INC. 1,600 60,189 60,640 V1'IPRO LTD 10,800 224,571 248,940 WISCONSIN ENERGY CORP 4,100 121,239 118,900 NjOODHEAD INDUSTRIES 81,100 1,868,029 1,015,372 NlOODWARD GOVERNOR CO 5,000 127,575 215,000
(40) THE J. PAUL GETtY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Description of Shares Onpmal Cost Market Value VJOOLWORTHS LTD 343,264 1,692,073 2,882,229 WORONOCO BANCORP INC 800 15,000 23,024 VlPP GROUP 350,296 3,534,738 2,745,692 VJSFS FINL CORD 2,300 56,907 88,320 VJYETH 153,050 6,309,293 6,971,428 VJYNN RESORTS LTD 83,820 1,187,010 1,4829776 X CEL ENERGY INC 26,900 271,393 404,576 ?i ILINX INC 14,600 331,905 369,526 ?c.L CAPITAL LTD 32,406 2,424,808 2,689,698 )(STRATA 192,250 1,484,613 1,276,895 )(TO ENERGY INC 121,066 797,313 2,434,637 It AHOO JAPAN CORD 190 1,671,127 3,085,572 Y'AMANOUCHI PHARM 71,600 1,931,418 1,866,400 YELLOW CORD 25,300 485,857 585,695 YOKOGAWA ELECTRIC 100,000 571,944 772,017 'YORK INTL CORD 900 20,442 21,060 YOUNG BROADCASTING INC 27,200 682,875 574,736 YUKOS CORD 43,850 1,741,708 2,455,600 YUM BRANDS INC 21,900 614,305 647,364 ZALE CORD NEW 18,500 702,492 740,000 ZAPATA CORP 2,100 66,822 102,144 ZIMMER HOLDINGS INC 52,033 2,240,913 2,344,087 TOTAL CORPORATE STOCK AND MUTUAL FUNDS 124,770,333 3,028,361,274 2,688,868,479
CORPORATE BONDS AAVID THERMAL TENOLOGIES INC 315,000 310,683 252,394 ACTUANT FIN CORP 520,000 518,177 608,400 AEPINDUSTRY 105,000 110,187 96,600 A EP TEX CENT CO 200,000 200,000 200,132 A IC SUNAMERICA GLOBAL FING II 520,000 520,616 577,083 AIRGAS INC 1,925,000 1,953,346 2,141,563 ALBECCA INC 500,000 524,748 531,945 A LLBRITTON COMMUNICATIONS CO 1,500,000 1,483,129 1,548,750 ALLIANCE IMAGING INC DEL 500,000 509,223 523,750 A LLIANT TECHSYSTEMS INC 2,550,000 2,567,068 2,830,500 ALLIED WASTE NORTH AMER INC 3,770,000 3,805,019 4,036,538 ALLTRISTA CORD 1,000,000 984,360 1,070,000 ALPHARMA INC 755,000 755,000 792,750 AMERADA HESS CORP 405,000 447,550 455,548 AMERICAN ACHIEVEMENT CORD 1,000,000 998,773 1,070,000 AMERICAN COLOR GRAPHICS INC 750,000 758,750 746,250 AMERICAN GEN CORP 555,000 560,762 738,711 AMERICAN MEDIA OPERATIONS INC 500,000 495,000 539,375 AMERICAN STD INC 1,075,000 1,005,286 1,216,094 AMERICAN TOWER CORP 520,000 524,049 528,450 AMERICAN TOWER ESCROW CORP 1,055,000 599,716 675,106 AMERISOURCEBERGEN CORP 1,500,000 1,534,948 1,665,000 AMERISTAR CASINOS INC 1,000,000 1,021,132 1,136,250 AMERITECH CAPITAL FUNDING CO 750,000 780,579 850,050 AMETEK INC NEW 1,085,000 1,024,903 1,194,856
(4 I ) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value ANADARKO PETE CORD 690,000 682,143 756,342 AOL TIME WARNER INC 5,340,000 5,310,245 6,211,969 ARCH WESTN FIN LLC 1,705,000 1,705,000 1,747,625 ARGOSY GAMING 750,000 750,000 806,250 ARMKEL LLC 2,185,000 2,257,964 2,436,275 ARVINMERITOR INC 740,000 769,498 811,706 ASSOCIATED MATLS INC 1,000,000 1,024,128 1,091,250 ASSOCIATES CORD NORTH AMER 1,650,000 1,596,224 1,932,949 AT + T CORD 3,500,000 3,299,856 4,062,083 4T+TCORP 6,195,000 5,416,287 7,164,890 4T+T WIRELESS SVCS INC 900,000 843,750 1,134,805 .4UTOTOTE CORD 559,000 555,797 636,561 AVONDALE MLS 720,000 701,515 723,600 AVONDALE MLS INC 510,000 510,000 513,825 ,4ZTAR CORD 13 13 + G FOODS INC 500,000 514,607 524,375 BALL CORD 1,245,000 1,219,739 1,307,250 BANK AMER CORP 485,000 512,322 514,799 BANK OF AMERICA 455,000 538,102 564,118 BANK ONE CORD 200,000 198,798 226,200 BARCLAYS BK PLC 610,000 643,454 781,539 BAUSCH + LOMB INC MTN 1,010,000 991,198 1,013,788 BEAR STEARNS COS INC 650,000 649,305 643,349 13EAZER HOMES USA INC 800,000 795,000 878,000 13ELLSOUTH CAP FDG CORD 575,000 601,029 650,465 BERRY PLASTICS CORP 1,135,000 1,204,124 1,248,500 BEVERLY ENTERPRISES 500,000 487,500 485,000 F310VAIL CORD 750,000 747,813 795,000 BLOCK COMMUNICATIONS INC 1,000,000 1,008,336 1,090,000 BOSTON PPTYS INC 1,500,000 1,498,470 1,536,775 2,189,441 BOSTON PPTYS LTD PARTNERSHIP 2,000,000 2,007,337 EiOYD GAMING CORD 1,445,000 1,503,023 1,597,319 f4RICKMAN GROUP LTD 700,000 717,817 782,250 BRISTOL MYERS SQUIBB CO 490,000 518,728 557,668 BRITISH TELECOMMUNICATIONS PLC 1,325,000 1,441,989 1,716,798 EtRL UNIVERSAL EQUIP 1,000,000 1,020,610 1,083,750 495,000 BUFFETS INC 500,000 488,302 BURLINGTON NORTHN SANTA FE 325,000 362,775 382,123 BURLINGTON NORTHN SANTA FE COR 440,000 448,216 494,861 244,498 CANADIAN NATL RY CO 205,000 202,862 C'ANANDAIGUA BRANDS INC 420,000 414,582 458,325 CARTER WILLIAM CO 1,250,000 1,267,330 1,412,500 CASCADES INC 1,010,000 1,049,272 1,064,563 C'ELESTICA INC 1,700,000 752,364 888,250 C'ENTERPOINT ENERGY HOUSTON 60,000 72,712 66,955 CHESAPEAKE ENERGY CORP 1,000,000 1,039,695 1,070,000 C'IGNA CORD 4,500,000 4,480,740 5,163,750 C'INEMARK USA INC 1,190,000 1,239,355 1,287,575 CIRCUS CIRCUS ENTERPRISES INC 250,000 259,756 262,500 C IT GROUP INC 1,500,000 1,554,462 1,729,271
(42) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value CIT GROUP INC NEW 1,750,000 1,749,024 1,923,613 CITICORP 425,000 458,682 493,640 CITICORP CAP I 3,100,000 2,868,956 3,623,868 CITIGROUP INC 1,625,000 1,679,231 1,764,584 (;MS ENERGY CORP 1,590,000 1,577,693 1,693,013 COASTAL CORD 2,000,000 1,821,680 1,912,500 COGENTRIX ENERGY INC 975,000 894,435 838,500 (:OHO ENERGY INC 213,946 206,507 21,395 COINMACH CORD 750,000 772,119 802,500 COLLINS + AMMAN PRODS CO 1,095,000 1,108,443 996,450 COMCAST CABLE COMM INC 380,000 374,976 436,036 C:OMCAST CABLE COMMUNICATIONS 260,000 282,471 297,402 (:OMCAST CABLE COMMUNICATIONS 1 150,000 147,640 167,430 C:OMCAST CORD 475,000 541,454 528,927 (:OMCASTCORP NEW 2,000,000 1,996,640 2,051,427 COMPASS MINERALS GROUP INC 1,205,000 1,295,059 1,349,600 C:OMPTON PETE CORD 750,000 762,151 825,000 C:ONOCO FDG CO 575,000 571,751 630,119 C:ONOCOINC 590,000 618,012 708,959 C:ONOCOPHILLIPS 100,000 98,437 105,976 CONSOLIDATED NAT GAS CO 500,000 499,690 543,091 CONSOLIDATED RAIL CORD 1,500,000 1,679,612 2,083,729 CONSTELLATION BRANDS INC 435,000 435,600 481,219 CONTINENTAL CABLEVISION INC 350,000 384,592 414,480 CORN PRODS INTL INC 1,195,000 1,187,589 1,328,000 CORRECTIONS CORD AMER NEW 1,420,000 1,445,662 1,501,713 C'ORUS ENTMT INC 1,000,000 995,288 1,075,000 CREDIT SUISSE FIRST BOSTON USA 380,000 377,252 430,321 CROWN CASTLE INTL CORD 785,000 764,559 846,919 CSC HLDGS INC 3,165,000 3,132,208 3,264,681 CPADE BEHRING INC 1,155,000 1,317,021 1,305,150 DAIMLER CHRYSLER HLDGS 350,000 435,156 419,621 DAIMLER CHRYSLER NORTH AMER HL 3,360,000 3,352,922 3,458,641 DAIMLERCHRYSLER NORTH AMER 1,175,000 1,173,196 1,165,020 DAY INTL GROUP INC 1,200,000 1,257,000 1,092,000 DEL MONTE CORP 1,900,000 1,908,142 2,069,250 GELHAIZE AMER INC 500,000 489,121 547,500 DELTA AIR LINES INC 1,025,000 1,013,527 902,000 DETROIT EDISON CO 150,000 149,973 170,524 GEUTSCHE BANK CAPITAL TRUST 5,200,000 5,158,428 5,200,000 DEUTSCHE TELEKOM INTL 105,000 117,480 129,270 aEUTSCHE TELEKOM INTL FIN B V 3,000,000 2,975,010 4,118,166 DEUTSCHE TELEKOM INTL FIN BV 625,000 787,347 813,935 DEVON ENERGY CORD 30,000 29,844 38,578 DEVON FING CORP U L C 145,000 156,819 184,541 DEX MEDIA EAST LLC DEX MEDIA 675,000 685,772 801,563 DILLARD DEPT STORES INC 3,500,000 3,114,796 3,635,625 DIRECTV HLDGS LLC 2,730,000 2,747,617 3,047,363 DOANE PET CARE CO 870,000 903,654 891,025 DOLE FOOD INC 1,795,000 1,823,480 1,906,150
(43) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value DOMINION RES INC DEL 95,000 100,150 109,152 146,378 DOMINION RES INC VA NEW 135,000 143,061 DOMINOS INC 1,505,000 1,512,858 1,548,269 1,050,348 DOW CHEM CO 910,000 945,943 [)PL INC 725,000 683,000 825,656 DRESSER INC 880,000 895,725 916,300 [)TE ENERGY CO 500,000 499,155 555,049 [)URA OPER CORD 950,000 960,883 971,375 E!CHOSTAR DBS CORP 2,640,000 2,607,333 2,819,781 EL PASO ENERGY 2,500,000 2,027,750 2,125,000 E;MMIS COMMUNICATIONS CORD 2,775,000 2,695,951 2,910,281 1,560,000 E;NTRAVISION COMMUNICATIONS COR 1,500,000 1,524,290 E,OP OPER LTD PARTNERSHIP 5,295,000 5,163,856 5,967,520 E:QUISTAR CHEMICALS LP 750,000 758,269 784,688 E.STERLINE TECHNOLOGIES CORD 500,000 507,259 512,500 EXTENDED STAY AMER INC 1,565,000 1,487,393 1,649,094 F A I RPOINT COMMUNICATIONS INC 1,060,000 1,150,716 1,230,925 251,875 PELCOR LODGING LTD PARTNERSHIP 250,000 247,500 FIRST ENERGY CORP 230,000 236,449 257,850 FIRST SEC CORD DEL 3,000,000 2,998,179 3,046,235 FIRSTENEGY CORD 105,000 103,525 112,858 FISHER SCIENTIFIC INTL INC 1,355,000 1,328,329 1,423,838 FLEETBOSTON FINL CORP 80,000 79,884 83,988 FLORIDA PWR CORP 475,000 474,321 560,605 FLOWSERVE CORP 715,000 728,087 832,975 FORD MTR CR CO 11,595,000 10,836,325 11,659,056 FORMICA CORD 750,000 736,966 187,500 FUND AMERN COS INC 250,000 269,483 265,818 GARDEN ST NEWSPAPERS INC 1,130,000 1,054,230 1,166,725 GEMSTONE INV LTD 800,000 804,878 796,000 GENERAL DYNAMICS CORP 220,000 219,663 221,008 CIENERAL ELEC CAP CORP MTN 2,985,000 3,176,022 3,376,195 GENERAL ELEC CO 535,000 532,999 565,481 GENERAL MLS INC 1,120,000 1,116,032 1,253,705 GENERAL MOTORS ACCEP CORD 1,400,000 1,400,000 1,392,608 GENERAL MTRS ACCEP CORD 7,970,000 7,979,855 8,360,328 GENERAL MTRS ACCEP CORD MTN 13,400,000 13,381,000 13,348,374 2,297,314 GENERAL MTRS CORD 2,300,000 2,286,275 GEORGIA PAC CORP 1,675,000 1,667,480 1,819,000 GETTY IMAGES 950,000 753,701 978,500 GOLDMAN SACHS GROUP INC 835,000 921,376 964,423 GRAHAM PACKAGING CO/GPC CAP CO 1,170,000 1,221,246 1,164,150 GRAPHIC PACKAGING CORP 1,980,000 2,030,739 2,019,600 GRAY TELEVISION INC 250,000 250,000 281,250 GULFMARK OFFSHORE INC 500,000 504,405 518,750 HAMMONSlOHN Q HOTELS L P 750,000 750,000 784,688 HCA HEALTHCARE CO 4,035,000 4,180,974 4,897,481 HEALTH NET INC 3,000,000 2,989,320 3,579,884 HERBST GAMING INC 500,000 492,573 551,250 HEWLETT PACKARD CO 2,600,000 2,594,800 2,882,176 THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Description of Shares Oneinal Cost Market Value FILI OPER INC 760,000 756,180 798,000 FIMH PPTYS INC 500,000 498,438 521,875 HOLLYWOOD ENTMT CORD 750,000 755,628 820,313 HORSESHOE GAMING LLC 2,000,000 2,020,354 2,125,000 HOUGHTON MIFFLIN CO 1,185,000 1,197,045 1,265,513 HOUSEHOLD FIN CORD 1,820,000 1,892,073 2,073,021 FIOVNANIAN K ENTERPRISES INC 750,000 743,438 809,063 FISBC HLDGS PLC 225,000 243,413 239,967 HUNTSMAN ADVANCED MATLS LLC 500,000 504,350 520,000 1 MC GLOBAL INC 725,000 718,379 743,125 INTERNATIONAL PAPER CO 185,000 207,597 203,333 1,14TRAWESTCORP 750,000 764,337 810,938 IIPALCO ENTERPRISES INC 1,100,000 1,100,000 1,188,000 IIRON MNT INC PA 2,030,000 2,043,968 2,197,475 IRON MTN INC DEL 890,000 872,568 936,725 IRON MTN INC PA 295,000 306,724 314,913 ISLE CAPRI CASINOS INC 1,510,000 1,453,222 1,620,625 1"f GROUP INC 875,000 890,567 1,094 J P MORGAN CHASE + CO 475,000 524,467 523,078 JACUZZI BRANDS INC 500,000 505,875 513,750 JEFFERSON SMURFIT CORD US 1,235,000 1,238,141 1,297,156 JOY GLOBAL INC 885,000 897,533 969,075 JP MORGAN CHASE 330,000 350,719 385,395 KBHOME 500,000 514,111 563,750 K ELLOGG CO 1,135,000 1,150,873 1,251,259 KEY ENERGY SVCS INC 1,000,000 1,005,534 1,071,250 KINDER MORGAN ENERGY PARTNERS 330,000 331,394 395,808 KRAFT FOODS INC 1,410,000 1,393,441 1,545,018 KROGERCO 75,000 83,261 88,385 L 3 COMMUNICATIONS CORP 1,670,000 1,662,212 1,831,775 LAMAR MEDIA CORD 625,000 637,239 654,688 LE NATURES INC 750,000 768,054 772,500 LEAR CORP 180,000 177,382 193,500 LEHMAN BROS HLDGS INC 2,250,000 2,309,955 2,424,038 LENFEST COMMUNICATIONS INC 115,000 119,847 129,893 LIN TELEVISION CORD 1,165,000 1,150,240 1,233,625 LOCKHEED MARTIN CORD 1,325,000 1,421,436 1,609,582 LOEWS CINIPLEX ENTMT CORP 445,000 257,767 28,925 LORAL CORD 280,000 280,861 320,530 LUSCAR COAL LTD 650,000 693,606 739,375 LYONDELL CHEMICAL CO 1,365,000 1,341,375 1,337,369 NIACDERMID INC 745,000 768,405 832,538 MAGELLAN HEALTH SVCS INC 1,110,000 1,114,732 1,132,200 MAGNUM HUNTER RES INC 750,000 756,057 817,500 MAIL WELL I CORP 1,000,000 992,500 1,037,500 NfANDALAY RESORT GROUP 500,000 512,402 555,000 IvIASSACHUSETSS MUT LIFE INS CO 200,000 211,171 199,379 MAY DEPT STORES CO 5,000,000 5,143,884 6,246,457 NICI COMMUNICATIONS CORP 340,000 286,144 260,100 0 NIEDEX INC 500,000 510,489 518,750
(45) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Descnption of Shares Original Cost Market Value MEDIACOM LLC / MEDIACOM CAP CO 540,000 535,291 579,150 MEDIACOM LLC/ MEDIACOM CAP COR 690,000 688,637 713,288 MEDQUEST INC 500,000 498,438 528,125 METLIFE INC 325,000 322,410 371,636 METROPOLITAN LIFE GLOBAL FDG 200,000 212,488 216,231 MEYER FRED INC DEL NEW 2,000,000 1,996,945 2,167,465 MGM MIRAGE 500,000 518,815 563,125 M0HEGAN TRIBAL GAMING AUTH 1,060,000 1,071,665 1,131,325 M00RE NORTH AMER FIN INC 775,000 769,567 807,938 M0RGAN STANLEY + CO INC 150,000 149,180 154,337 M0RGAN STANLEY GROUP INC 1,165,000 1,272,365 1,333,839 A1SW ENERGY HLDGS LLC 500,000 500,000 513,750 MUZAK LLC/MUZAK FIN CORP 845,000 864,124 885,138 MASH FINCH CO 1,500,000 1,448,512 1,447,500 NATIONAL EQUIP SVCS INC 705,000 740,250 141,000 NATIONAL EQUIP SVSC INC 170,000 153,569 34,000 NATIONAL RURAL UTILS COOP MTN 1,000,000 999,585 1,006,140 TlBTY INC 1,000,000 992,164 1,030,000 NEW WORLD PASTA CO 945,000 807,986 297,675 NEWS AMER HLDGS INC 170,000 207,356 204,457 NEXTEL COMMUNICATIONS 1,220,000 1,077,923 1,309,975 TlEXTEL COMMUNICATIONS INC 1,005,000 752,297 1,055,250 NORDSTROM INC 4,000,000 3,375,617 4,212,944 NORFOLK SOUTHN CORD 400,000 423,578 465,892 NORTEK INC 2,155,000 2,119,934 2,262,194 NORTHROP GRUMMAN CORD 560,000 565,589 717,417 OCCIDENTAL PETE CORD 560,000 559,619 625,360 OFFSHORE LOGISTICS INC 600,000 600,000 601,500 C)MNICARE INC 1,500,000 1,537,892 1,640,625 ONCOR ELEC DELIVERY CO 395,000 428,224 453,819 OWENS+MINOR 2,325,000 2,365,993 2,545,875 C)WENS BROCKWAY GLASS CONTAINER 1,250,000 1,259,012 1,351,563 C)WENS CORNING 515,000 394,049 296,125 PACER INTL INC 470,000 466,374 498,200 PACIFIC CAS + ELEC CO 400,000 400,000 406,000 PACKAGING CORP AMER 1,260,000 1,292,703 1,374,975 PANAMSAT CORP NEW 2,060,000 2,068,833 2,160,963 PARK PL ENTMT CORD 2,330,000 2,343,557 2,534,094 PATHMARK STORES INC NEW 960,000 989,352 993,600 PEABODY ENERGY CORP 340,000 340,000 361,675 PETCO ANIMAL SUPPLIES INC 1,000,000 1,011,584 1,140,000 PG + E CORP 685,000 692,394 712,400 PG + E NATL ENERGY GROUP INC 3,750,000 3,700,763 2,118,750 PHILLIPS PETE CO 440,000 447,282 533,031 PILGRIMS PRIDE CORD 840,000 862,155 896,700 PINNACLE ENTERTAINMENT INC 1,080,000 1,076,390 1,070,550 PINNACLE ONE PARTNERS LP 580,000 580,000 600,300 PIONEER NAT RES CO 625,000 656,143 768,750 PLAINS EXPL+ pRODTN CO L P 1,000,000 992,500 1,070,000 P'LASTIPAK HLDGS INC 1,445,000 1,463,190 1,546,150
(46) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value PLAYTEX PRODS INC 595,000 620,526 590,538 PREMIUM STD FARMS INC 885,000 832,287 836,325 PRIMEDIA INC 750,000 751,825 775,313 PRUDENTIAL FINL INC MTN 135,000 133,986 133,986 PRUDENTIAL INS CO AMER 500,000 526,126 554,537 QWEST CAP FDG INC 1,490,000 1,511,346 1,236,700 QWEST CORD 1,470,000 1,406,306 1,661,100 R H DONNELLEY FIN CORD I 1,250,000 1,287,905 1,456,250 RADIO ONE INC 500,000 501,861 550,000 RAYCHEM CORD 3,000,000 2,055,283 3,180,000 RAYTHEON CO 2,000,000 2,015,947 2,487,698 REEVES INC 75,353 38,078 - RENT A CTR INC NEW 2,270,000 2,325,351 2,370,175 RENT WAY INC 845,000 830,318 870,350 RESOLUTION PERFORMANCE PRODS 850,000 852,107 865,200 RH DONNELLEY FIN 580,000 595,949 642,350 RITE AID CORD 1,000,000 989,024 1,032,500 RIVERWOOD INTL CORD 845,000 864,698 891,475 ROGERS CABLE INC 765,000 765,000 743,963 ROYAL BANK OF SCOTLAND GRP PLC 1,200,000 1,266,539 1,508,161 RURAUMETRO CORP 390,000 203,057 312,000 SAFECO CORP 1,500,000 1,497,735 1,754,061 SAKS INC 500,000 474,505 477,500 SALEM COMMUNICATIONS HLDG CORP 1,250,000 1,253,370 1,345,313 SCOTTS CO 1,325,000 1,296,171 1,401,188 SEARS ROEBUCK ACCEP CORP 830,000 791,033 931,457 SEQUA CORP 500,000 491,583 535,000 SERVICE CORD INTL 1,300,000 1,240,574 1,304,575 SHAW COMMUNICATIONS INC 1,000,000 984,092 1,095,000 SILGAN HLDGS INC 2,245,000 2,210,984 2,323,575 SINCLAIR BROADCAST GROUP INC 1,400,000 1,406,681 1,508,375 SIX FLAGS INC 1,425,000 1,422,330 1,388,250 SLM CORP 880,000 878,733 882,059 SMITHFIELD FOODS INC 275,000 275,006 294,938 SOUTHLAND CORP 1,475,000 1,447,940 1,475,000 SOVEREIGN SPECIALTY CHEMICALS 965,000 974,497 921,575 SPANISH BROADCASTING SYS INC 775,000 762,943 823,438 SPEEDWAY MOTORSPORTS INC 250,000 250,000 258,750 SPRINT CAP CORD 6,600,000 5,300,510 6,767,511 SPX CORD 650,000 668,905 703,625 STATER BROS HLDGS INC 500,000 503,471 526,250 STATION CASINOS INC 2,100,000 2,125,718 2,235,500 STEWART ENTERPRISES INC 1,000,000 1,015,093 1,115,000 STONE CONTAINER CORD 1,000,000 1,006,136 1,060,000 STONE ENERGY CORP 750,000 749,907 796,875 SUSQUEHANNA MEDIA CO 650,000 658,490 685,750 SYBRON DENTAL SPECIALTIES INC 1,000,000 1,006,597 1,016,250 TCI COMMUNICATIONS INC 375,000 416,448 436,950 TEMBEC IND INC 255,000 258,291 255,000 TEPPCO PARTNERS LP 5,000,000 4,978,050 5,783,349
(47) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Description of Shares Ongmal Cost Market Value TEXAS EASTN TRANSMISSION CORD 450,000 429,264 517,153 TEXAS NM PWR CO 445,000 443,082 437,741 'I'IMCO AVIATION SVCS INC 1,168 - 1 TIME WARNER ENTMT CO L P 3,500,000 3,532,039 4,434,401 TIME WARNER INC 1,470,000 1,380,404 1,686,108 'fNP ENTERPRISES INC 1,095,000 1,135,032 1,095,000 TOLL CORD 1,795,000 1,775,285 1,922,138 "TOWN SPORTS INTL INC 1,000,000 1,013,492 1,045,000 'fRANSWESTERN PUBG CO L P TWP C 1,000,000 998,275 1,042,500 'fRAVELCENTERS AMER INC 910,000 873,599 1,046,500 TRIAD HOSPS INC 1,250,000 1,254,548 1,348,438 'fRICON GLOBAL RESTAURANTS INC 1,495,000 1,513,696 1,738,906 'fRIMAS CORD 1,680,000 1,693,605 1,722,000 TRITON PCS INC 2,160,000 2,174,580 2,180,469 TRW AUTOMOTIVE ACQUISITION COR 740,000 744,450 776,075 TYCO INTL GROUP 860,000 823,200 894,400 TYCO INTL GROUP S A 205,000 172,298 216,525 TYCO INTL GROUP SA 171,000 158,269 177,840 IJ S BANCORP MTN BK ENT 565,000 562,090 596,178 UCAR FIN INC 945,000 958,324 926,100 IJNILEVER CAPITAL CORP 500,000 528,058 555,712 UNITED COMPONENTS INC 1,530,000 1,543,426 1,587,375 UNITED RENTALS NORTH AMER INC 1,410,000 1,408,808 1,537,638 UNITED STS STL CORD NEW 745,000 745,000 756,175 UNITED TECHNOLOGIES CORD 350,000 351,723 379,861 UNUMPROVIDENT CORP 4,250,000 3,658,964 4,116,563 US WEST COMMUNICATIONS INC 510,000 504,548 521,475 VAIL RESORTS INC 1,460,000 1,443,543 1,534,850 VERIZON GLOBAL FDG CORP 2,450,000 2,437,941 2,866,333 VERIZON MD INC 350,000 369,260 401,308 VERIZON PA IN 755,000 726,124 838,918 VERTIS INC 1,000,000 976,855 1,050,000 VICAR OPER INC 500,000 500,000 547,500 VISTEON CORD 5,000,000 4,993,750 5,252,045 VODAFONE GROUP PLC NEW 10,000 9,941 10,845 VON HOFFMAN CORP 500,000 502,421 533,125 VOUGHT AIRCRAFT INDS INC 770,000 772,809 777,700 WEIGHT WATCHERS INTL INC 790,000 804,098 908,500 1VELLPOINT HEALTH NETWORKS INC 315,000 313,948 355,378 WELLS FARGO + CO NEW 380,000 398,099 392,915 WELLS FARGO FINL INC 310,000 347,907 342,378 WESTERN OIL SANDS INC 1,100,000 1,093,020 1,226,500 WESTERN RES INC 1,205,000 1,191,373 1,331,913 \VESTPORT RES CORP NEW 780,000 800,398 858,631 WEYERHAEUSER CO 1,030,000 1,016,883 1,115,057 WILLIAMS COS INC 3,500,000 3,635,512 3,625,625 WILLIAMS SCOTSMAN INC 1,690,000 1,609,666 1,668,875 WINN DIXIE STORES INC 1,000,000 1,000,388 1,068,750 WOLVERINE TUBE INC 750,000 746,246 806,250 WORLDCOM INC GA NEW 2,965,000 2,043,989 888,550
(48) THE J. PAUL GE'iTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Description of Shares Original Cost Market Value X EROX CORP 11,480,000 10,351,109 11,932,338 YUM BRANDS INC 1,220,000 1,223,886 1,384,700 TOTAL CORPORATE BONDS 464,640,467 456,277,285 490,779,992
MORTGAGE LOANS ABN AM RO MTG CORD 847,809 870,670 863,350 BANC AMER FDG CORD 2,491,727 2,286,353 2,540,848 BANK OF AMERICA ALTERNATIVE LO 2,700,000 2,775,516 2,777,625 BEAR STEARNS ARM TR 629,751 630,357 640,441 CALIFORNIA FED BK LOS ANGELES 14,600 14,345 16,101 CAPCO AMER SECURITIZATION CORP 475,000 474,671 539,363 CITIBANK NEW YORK ST NA 260,099 263,149 259,672 CITICORP MTG SECS INC 3,585,213 3,285,157 3,616,731 CITIGROUP MTG SECS INC 540,098 538,291 552,156 CONSECO FIN SECURITIZATIONS 1,824,849 1,824,726 1,855,701 COUNTRYWIDE MTG OBLIGS INC 104,450 104,450 114,796 FED HM LN PC 51,409,109 51,670,134 53,924,044 FEDERAL HOME LN MTG CORD 21,655,759 21,233,193 22,033,156 FEDERAL NATL MTG ASSN 41,511,133 41,936,157 43,701,034 FHLMC 4,000,000 4,063,549 4,063,617 FIRST HORIZON MTG PASSTHRU TR 592,555 598,805 595,479 FVMA 223,312,225 227,408,153 232,344,130 GNMAI 5,900,000 6,159,391 6,163,906 GNMA 11 5,438,745 5,497,148 5,662,307 GNMA POOLS 15,389,281 15,665,613 16,387,065 GOVERNMENT NATL MTG ASSN GTD 15,415,292 15,100,978 16,168,634 GS MTG SECS CORP 1,402,072 1,401,853 1,403,416 IMPERIAL SVGS + LN ASSN CALIF 53,256 53,902 53,137 LB COML CONDUIT MTG TR 1,700,000 1,940,856 1,925,831 LB UBS COMMERCIAL MTG TRUST 1,575,000 1,963,274 1,950,776 M;ASTR ASSET SECURITIZATION TR 1,223,820 1,243,324 1,252,344 MERRILL LYNCH MTG INVS INC 2,786,000 2,797,601 3,170,895 MORGAN STANLEY CAP I INC 1,975,000 1,885,591 2,270,750 MORTGAGE CAP FDG INC 475,000 461,694 531,203 SALOMON BROS MTG SECS VII INC 653,352 653,352 653,114 SIv1ALL BUSINESS ADMIN PARTN CTF 1,700,000 1,700,000 1,703,723 STRUCTURED ASSET SECS CORP 2,333,341 2,383,765 2,383,990 UNION PLANTERS MTG FIN CORD 4,121,954 4,088,258 4,549,210 WAMU MTG PASS THROUGH CTFS 3,474,150 3,545,788 3,534,470 WASHINGTON MUT MTG SECS CORD 643,083 660,508 659,214 WASHINGTON MUTUAL 301,437 305,398 301,663 WELLS FARGO MTG BACKED SECS 719,873 733,344 726,027 TOTAL MORTGAGE LOANS 423,235,029 428,219,311 441,889,920
OTHER INVESTMENTS LIMITED PARTNERSHIPS ACACIA CREDIT FUND 7 491,105 491,105 578,622 ADAGE 100,000,000 100,000,000 87,277,000 4,000,000 4,000,000 3,246,816 0 ADVANCED TECHNOLOGY VEN VII LP
(49) THE J. PAUL GETI'1' TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
DETAIL OF INVESTMENTS - PART II. LINES 10 - 13 Number Asset Descnption of Shares Original Cost Market Value CENTRE CAPITAL INVESTORS 7,544,834 7,544,834 5,755,267 CHARLES RIVER PARTNERSHIP XI 847,419 847,419 655,138 f'RAZIER HEALTHCARE IV LP 3,040,903 3,040,903 2,407,824 (i1LBERT GLOBAL EQ PARTNERS LP 24,869,114 24,869,114 9,723,351 FIELLMAN + FRIEDMAN CAP PAR IV 12,281,099 12,281,099 11,956,276 FIELLMAN + FRIEDMAN CAPITAL 6,073,646 7,821,122 5,054,944 }SIG CAPITAL PARTNERS III 814,377 814,377 729,756 HIGHLAND CAPITAL PARTNERS VI 2,950,000 2,950,000 2,261,600 IGNITION VENTURE PARTNERS 11 704,457 704,457 540,343 F:OHLBERG INVESTORS IV LP 7,966,336 7,966,336 7,811,144 MENLO VENTURES IX 6,000,000 6,000,000 4,580,910 ODYSSEY INVESTMENT PARTNERS 759,381 759,381 793,670 PROVIDENCE EQUITY PARTNERS IV 9,001,132 9,001,132 8,236,900 SAB OVERSEAS FUND LIMITED 4,309 4,922,832 5,655,990 SAB OVERSEAS FUND LIMITED 88 88,210 88,210 SHANSBY GROUP IV LIMITED 2,586,230 2,586,230 2,229,969 'I'CW CRESCENT MEZZ PRTNRS 111 7,051,847 7,051,847 7,139,713 THE SECOND EUROPEAN PRIVATE 3,415,001 3,415,001 3,448,526 7 HE THIRD CINVEN FUND 7,199,817 7,199,817 7,490,661 THOMAS H LEE EQUITY FD V 6,274,744 6,274,744 5,785,063 THOMAS H LEE EQUITY FUND IV LP 5,081,389 5,081,389 3,859,310 VENROCK ASSOCIATES 111 LP 12,375,000 12,375,000 9,032,735 V'S + A COMMUNICATIONS PARTNERS 9,645,832 9,118,112 12,650,644 WELSH CARSON ANDERSON/STOWE IX 5,400,000 5,400,000 4,577,321 TOTAL LIMITED PARNERSHIPS 246,378,062 252,604,464 213,567,702
MUNICIPAL BONDS CALIFORNIA ST 700,000 706,002 705,782 CALIFORNIA ST DEPT WTR RES PWR 625,000 624,935 640,675 ENERGY NORTHWEST WASH ELEC REV 200,000 224,204 232,026 ENERGY NOTHWEST WA ELEC REV 300,000 330,887 346,842 GOLDEN ST TOB SECURITIZATION 2,000,000 1,981,103 1,811,540 HOUSING DEV CORD KS INC CONSTR 10,001,459 10,051,672 10,020,212 HSG DEV CORD KS INC CONSTR LN 7,570,382 7,570,382 7,579,845 ILLINOIS ST 3,275,000 3,275,000 3,220,537 LAFOURCHE PARISH LA HOME MTG 911,686 865,062 917,211 LAS VEGAS VALLEY NV WTR DIST 500,000 503,018 524,235 LAS VEGAS VALLEY NV WTR DIST 1,300,000 1,307,855 1,361,984 LOWER COLO RIV AUTH TX 2,000,000 2,014,226 2,071,320 NEW JERSEY ECONOMIC DEV AUTH 5,000,000 1,904,445 2,354,300 NEW YORK NY CITY TRANSITIONAL 1,600,000 1,607,119 1,657,120 TOBACCO SETTLEMENT FING CORD 600,000 587,885 570,390 UNIVERSITY TX UNIV REVS 300,000 298,605 311,199 TOTAL MUNICIPAL BONDS 36,883,527 33,852,401 34,325,217
(50) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
DETAIL OF INVESTMENTS - PART II, LINES 10 - 13 Number Asset Descnotion of Shares Ongmal Cost Market Value ASSET BACKED SECURITIES AMERICAN AIRLS PASS THRU TR 250,000 242,381 231,250 AMERICAN AIRLS TR 955,000 951,255 620,750 BURLINGTON NORTHN SANTA FE 2,657,474 2,657,474 2,901,158 CHASE MANHATTAN AUTO OWNER 3,250,000 3,402,054 3,356,132 CITIBANK CR CARD MASTER TR 1 2,400,000 2,065,646 2,369,414 CONTINENTAL AIR-LS PASS THRU TR 675,064 675,064 637,936 DELTA AIRLINES INC DEL PASS 5,000,000 4,813,445 4,950,000 FEDERAL EXPRESS CORD TR 2,043,187 1,945,128 2,293,590 FEDERAL HOME LN MTG CORD 727 721 749 FHA 4,449,258 4,369,109 4,880,474 FIRST UNION LIGMAN BROS COMML 645,000 639,711 738,952 FORD CR AUTO OWNER TR 2,451,464 2,481,315 2,476,957 SEARS CR ACCOUNT MASTER TR 11 2,675,000 2,590,152 2,634,040 SLM STUDENT LN TR 49919,112 4,919,593 4,920,235 SMALL BUSINESS ADMIN 28,893,460 28,829,170 32,305,652 UNION PACIFIC RAILROAD 5,000,000 5,000,000 6,215,870 TOTAL ASSET BACKED SECURITIES 66,264,748 65,582,219 71,533,158 TOTAL OTHER INVESTMENTS 349,526,337 352,039,084 319,426,077
(5 I ) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
LAND BUILDINGS AND EQUIPMENT -- PART II, LINE 14:
Cost Depreciation Book Value Market Value
Land and improvements 46,877,409 4,221,839 42,655,570 42,655,570
Buildings and leasehold improvements 1,288,974,745 211,598,296 1,077,379,674 1,077,379,674
Furniture and equipment 81,816,359 55,301,354 26,511,780 27,352,762
TOTALS 1,417,668,513 271,121,489 1,146,547,024 1,147,388,006
NOTE: Depreciation expense has been adjusted for sale and wale-off of assets .
OTHER ASSETS -- PART II, LINE 15:
Book Value Market Value
Interest and dividends receivable 17,391,809 17,391,809 Receivable on investment sales 144,930,941 144,930,941 Securities lending collateral 440,442,809 440,442,809 Trade receivables 560,573 560,573 Employee receivables 88,886 88,886 Employee mortgages receivable 3,710,870 3,710,870 Miscellaneous receivables 13,478 13,478 Pre-publication costs 4,969,253 4,969,253 Fixed Asset Deposits and Suspense 1,161,217 1,161,217 Construction in Progress 156,826,804 156,826,804 Fine Art Collection 1,448,035,624 2,154,051,490 Research Library 152,702,663 357,107,934
TOTALS 2,370,834,925 3,281,256,062
(52) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
NOTES PAYABLE--PART II, LINE 21 :
On January 1, 1994 the California State Communities Development Authority issued revenue bond:; to finance the final phases of construction of the Getty Center project.
Original Amount Maturity Date Interest Rate and Balance Due
10/1/2003 4.30% 2,855,000 10/1/2004 4.40% 2,975,000 10/1/2005 4.50% 3,110,000 10/1/2006 4.60% 3,250,000 10/1/2007 4.80% 3,395,000 10/1/2008 4.90% 3,555,000 10/1/2009 5 .00% 3,725,000 10/1/2010 5 .00% 3,910,000 10/1/2011 5 .00% 4,105,000 10/1/2012 5.00% 4,310,000 10/1/2013 5.00% 4,525,000 10/1/2014 5.00% 4,755,000 10/1/2015 5.00% 4,990,000 10/1/2016 5.00% 5,240,000 10/1/2023 5.00% 43,800,000 Bond issue discount (1,473,270) TOTAL BOND LIABILITY 97,026,730
On May 9, 2002 the California Infrastructure and Economic Development Bank issued tax exempt commercial paper notes to finance construction of the Getry Villa project and certain other capital expenditures .
7/8/2003 1 .00% 10,000,000 7/11/2003 1 .00% 7,000,000 7/11/2003 1 .00% 5,000,000 7/11/2003 1 .00% 3,000,000 7/11/2003 1 .00% 5,000,000 7/11/2003 0.90% 2,000,000 7/18/2003 1 .00% 3,000,000 8/7/2003 0.90% 12,000,000 8/8/2003 1.00% 3,750,000 8/12/2003 0.97% 38,000,000 8/12/2003 1 .00% 7,000,000 8/12/2003 1.00% 11,950,000 8/12/2003 0.90% 6,000,000 10/30/2003 0.75% 2,400,000 10/30/2003 0.75% 2,100,000 11/13/2003 0.75% 7,000,000 11/13/2003 0.75% 2,800,000 TOTAL COMMERCIAL PAPER LIABILITY 128,000,000
(53) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
NOTES PAYABLE--PART II, LINE 21 :
On May 15, 2003 the California Infrastructure and Economic Development Bank issued variable rate revenue bonds to finance and refinace a portion of the renovation and improvement costs of the Getty Villa including refunding certain outstanding commercial paper notes.
Original Amount Maturity Date Interest Rate and Balance Due
4/1/2012 Variable 4,335,000 4/1/2013 Variable 4,525,000 4/1/2014 Variable 4,385,000 4/1/2015 Variable 4,295,000 4/1/2016 Variable 4,225,000 4/1/2017 Variable 4,240,000 4/1/2018 Variable 4,225,000 4/1/2019 Variable 4,335,000 4/1/2020 Variable 4,700,000 4/1/2021 Variable 5,140,000 4/1/2022 Variable 5,910,000 4/1/2023 Variable 6,965,000 4/1/2024 Variable 7,885,000 4/1/2025 Variable 16,445,000 4/1/2026 Variable 17,930,000 4/1/2027 Variable 19,520,000 4/1/2028 Variable 21,185,000 4/l/2029 Variable 22,980,000 4/1/2030 Variable 24,850,000 4/1/2031 Variable 26,840,000 4/1/2032 Variable 28,930,000 4/1/2033 Variable 31,155,000 TOTAL VARIABLE RATE BOND LIABILITY 275,000,000
TOTAL NOTES PAYABLE 500,026,730
(54) THE J PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME--PART IV, LINES I-2
Proceeds Cost Cain/ (Loss) Short Term Summary of gains and losses by investment type
EQUITY 846,976,744 1,051,769,856 (204,793,112) (66,417,485) FIXED INCOME 3,354,815,574 3,318,660,818 36,154,756 17,806,474 FUTURES 4,517,433 - 4,517,433 4,517,433 AL"f ERNATIVE INVESTMENTS-LIMITED PARTNERSHIP ACTIVITY (7,156,139) (7,242,108) TO'T'ALS 4,206,309,751 4,370,430,675 (171,277,063) (51,335,687)
ScunN transactions by investment manager
PUBLICLY TRADED SECURITIES EQUITY MANAGERS ADVISORY RESEARCH 20,699,944 21,385,753 (685,809) 41,882 AXA ROSENBERG 91,202,257 97,371,375 (6,169,118) (10,258,198) CAPITAL GUARDIAN 89,218,545 149,909,849 (60,691,304) (4,543,382) DRf:SDNER RCM GLOBAL 9,721,326 11,869,072 (2,147,746) (1,139,956) INSTITUTIONAL CAPITAL 165,354,336 196,311,675 (30,957,339) (18,080,695) JP b10RGA1V 125,717,506 141,985,541 (16,268,035) (7,699,821) MARSICO CAPITAL 52,811,766 57,162,196 (4,350,430) (5,658,618) M FS 81,220,051 89,553,236 (8,333,186) (7,596,433) PUT'NAM GLOBAL 183,408,270 254,209,910 (70,801,641) (10,046,317) T Rc)WE PRICE 27,622,742 32,011,249 (4,388,507) (1,435,947) TOTAL EQUITY MANAGERS 846,976,744 1,051,769,856 (204,793,112) (66,417,485)
FIXED INCOME MANAGERS BLP,CKROCK 2,138,055,654 2,120,724,711 17,330,943 10,540,177 DODGE & COX 209,550,047 196,992,334 12,557,713 3,547,834 OAF:TREE CAPITAL MGMT 52,655,774 54,688,034 (2,032,260) 142,393 PIMCO 897,679,681 888,391,775 9,287,906 5,230,509 SHENKMAN CAPITAL 56,874,419 57,863,964 (989,546) (1,654,439) TOTAL FIXED INCOME MANAGERS 3,354,815,574 3,318,660,818 36,154,'I56 17,806,474
FU'T'URES PIMCO 4,517,433 - 4,517,433 4,517,433 TO'T'AL FUTURES 4,517,433 - 4,517,433 4,517,433 TOTAL PUBLICLY TRADED SECURITIES 4,206,309,751 4,370,430,675 (164,120,924) (44,093,579)
ALTERNATIVE INVESTMENTS-LIMITED PARTNERSHIP ACTIVITY ACACIA CREDIT FUND 14,836 - CENTRE CAPITAL INVESTORS 201,933 10,509 CHARLES RIVER PARTNERSHIP (4,566) GILBERT GLOBAL EQUITY PARTNERS (786,515) (3,586) HEC,LMAN & FRIEDMAN CAPITAL PARTNERS 113,886 PLAINS ALL AMERICA PIPELINE " 3,220 3,220 STATE STREET BANK (8,113,767 (7,041,566) THOMAS H LEE EQUITY PARTNERS (89,617) 316 VETJROCK ASSOCIATES (190,325) VSB:A COMMUNICATIONS PARTNERS 1,693,621 (211,001) WELSH, CARSON, ANDERSON & STOWS 1,155 TOTAL ALTERNATIVE INVESTMENTS-LIMITED PARTNERSHIP ACTIVITY (7,156,139) (7,242,108) TOTAL ALL MANAGERS 4,206,309,751 4,370,430,675 (171,277,063) (51,335,687)
(55) BYLAWS
of
THE J. PAUL GETTY TRUST
(Amended and Restated as of April 14, 2003)
INTRODUCTION
The J . Paul Getty Trust (the "Trust"), formerly known as The J. Paul Getty Museum, was established by Trust Indenture dated December 2, 1953 . These amended and restated Bylaws shall provide guidance to the Trustees as they carry out the purpose of the Trust, which is the diffusion of artistic and general knowledge.
ARTICLE I. OFFICES AND FISCAL YEAR
Section 1 . l PRINCIPAL OFFICE. The Trust's principal office is located at 1200 Getty Center Drive, Los Angeles, California 90049. The Trustees (the "Trustees") may change the location of the principal office.
Section 1 .2 OTHER OFFICES . The Trustees may establish other offices at other locations.
Section 1 .3 FISCAL YEAR. The fiscal year of the Trust shall begin on July 1 and shall end on June 30.
ARTICLE II. TRUSTEES
Section 2.1 POWERS. The affairs of the Trust shall be conducted by or under the direction of the Trustees. The Trustees shall have all powers permitted to them by law and the 'frost Indenture. The Trustees may, by resolution, delegate any such powers to a committee of one or more Trustees or to other persons as permitted by law and the Trust Indenture, but the Trustees shall have continuing responsibility for any delegated matters.
(56) Section 2.2 ELECTION OF TRUSTEES . Trustees shall be elected and reelected by the Trustees in accordance with this Section 2.2 and Section 3 .1(d) below (pertaining to the role of the Leadership Development Committee).
(a) Number. There shall be at least three (3) Trustees at all times. The Trustees may, but need not, fix a specific, higher number of Trustees. If the Trustees fix such a number, they shall reasonably promptly fill any vacancies that may arise, or fix a new number (but never less than three). The Trustees may elect new Trustees from time to time as they see fit.
(b) Election and Reelection. The Trustees may elect new Trustees at amy meeting of the Trustees . The Trustees shall reelect current Trustees to serve additional terms at the Annual Meeting (See Section 2.6 below).
(c) Term. A Trustee's term is generally four (4) years long, as modified by this Section 2.2(c). The term of a newly elected Trustee shall commence upon his or her acceptance of trusteeship, following formalities established by the Trustees . If a person who is elected Trustee does not formally accept election within sixty (60) days of election, the election shall be automatically revoked.
A Trustee may serve no more than three (3) terms. Reelection as Trustee is in the sole discretion of the Trustees.
A Trustee's term shall extend as follows:
(i) For a new Trustee elected on or after January 1 of any fiscal year, until June 30 of the fourth (4th) full fiscal year following the election year. For example, the term of a Trustee elected in March 2001 would normally end on June 30, 2005 .
(ii) For a new Trustee elected before January 1 of any fiscal year, until June 30 of the third (3rd) full fiscal year following the election year. For example, the term of a Trustee elected in December 2000 would normally end on June 30, 2004 .
(iii) For a Trustee reelected to a second or third term at the Annual Meeting, such new term extends until June 30 of the fourth full fiscal year following the reelection year. For example, the new term of a Trustee reelected in June 2001 would normally end on June 30, 2005 .
(iv) For the President, as long as he or she is President.
(d) Resignation or Removal; Record of Former Trusteeship. A Trustee may resign by giving written notice to either the Chair or President (see Sections 4.5 and 4 .6 below), specifying the effective date of the resignation.
If, in the reasonable discretion of the Trustees, the clear best interest of the Trust would be served, the Trustees may take appropriate steps to remove a
(TB/Revision/g10005 .doc,1) Trustee, but only after the Trustee has received reasonable notice and an opportunity to be heard by the Trustees.
The Secretary (see Section 4.8 below) shall maintain or cause to be m:untained as part of the Trust's records a statement noting the beginning and ending dates of the tenure as Trustee of all former Trustees.
Section 2 .3 CURRENT TRUSTEES . The Secretary shall maintain a list of current Trustees, including their addresses and contact information, and showing the dates when their service as Trustees began and when their current terms end . Current terms of Trustees serving when these amended and restated Bylaws are adopted by the Trustees shall end on the dates that were set at the start of the terms.
Section 2 .4 TRUSTEES EMERITI. The Trustees may elect one or more Trustees Emeriti from among the former Trustees. Trustees Emeriti shall serve at the pleasure of the Trustees. They shall not vote on any matter, and shall have no rights, powers, privileges, or duties except those expressly assigned to them by the Trustees.
Section 2.5 CONFLICT OF INTEREST POLICY. The Trustees shall, by resolution, adopt and maintain a written conflict of interest policy regulating the interactions of the Trustees and the Trust.
Section 2 .6 ANNUAL MEETING. The Trustees shall hold an Annual Meeting (the: "Annual Meeting") in June of each year for the purposes of organization, election of officers, appointment of committees, and the transaction of other Trust business.
Section 2 .7 OTHER MEETINGS . The Trustees may hold other meetings on such dates and at such times as may be reasonably fixed by the Chair or the President. Such meetings may be called by the Chair, the President, or any three (3) Trustees.
Section 2 .8 NOTICE. Annual and other meetings of the Trustees shall be held upon at least five (5) days' written notice, including time, place, and agenda, given to each Trustee by postal service, commercial express mail, personal delivery, facsimile, electronic mail, or other similar means of communication.
Notice shall be addressed or delivered to each Trustee at the Trustee's address as shown upon the records of the Trust maintained by the Secretary, or as may have been given to the Secretary by the Trustee for purposes of notice. If a Trustee's address is not shown on such records or is not readily ascertainable, notice to the Trustee may be given care of the principal office of the Trust.
Notice by postal service shall be deemed to have been given at the time that written notice is deposited in the United States mails, postage prepaid. Any other written notice shall be deemed to have been given at the time it is personally delivered to the recipient, delivered to a common carrier for transmission, or actually transmitted by the person giving the notice by electronic means to the recipient.
(TB/P.evision/g10005 .doc,1) D5 8) Section 2.9 PLACE OF MEETING. Meetings of the Trustees shall be held at any place designated by the Trustees. Absent a specific designation, meetings shall be held at the principal office of the Trust.
Section 2.10 ACTION AND QUORUM. In all matters pertaining to the affairs of the Trust, the Trustees shall act by a vote of a majority of the number of Trustees then in office: The same majority of the number of Trustees then in office shall constitute a quorum of the Trustees for the transaction of business, except to adjourn as provided in Section 2 .13.
Section 2.11 PARTICIPATION IN MEETINGS BY CONFERENCE TELEPHONE. Trustees may participate in a meeting of the Trustees, or a committee meeting, by conference telephone or similar communications equipment, as long as all Trustees participating in such meeting can hear one another.
Section 2.12 WAVER OF NOTICE. Notice of a meeting need not be given to any Trustee who signs a waiver of notice, whether before or after the meeting. All such waivers shall be filed with the Trust records or made a part of the minutes of the meeting.
Section 2 .13 ADJOURNMENT. A majority of the Trustees present, whether or not a quorum exists, may adjourn any Trustees' meeting to another time and place. Notice of the time and place of reconvening an adjourned meeting need not be given to absent Trustees if the time and place is fixed at the adjourned meeting, as long as the meeting is reconvened within twenty-four (24) hours of adjournment.
Section 2 .14 TRUSTEE COMPENSATION. Trustees and Trustees Emeriti shat l not receive compensation for their services as such or as committee members; provided, however, that the President may be compensated for services rendered as President, notwithstanding his or her position as Trustee.
Section 2.15 TRUSTEE REIMBURSEMENT. Upon submitting appropriate documentation, Trustees shall receive reimbursement for reasonable expenses incurred in the course of carrying out their duties as Trustees.
Section 2.16 RIGHTS OF INSPECTION. Every Trustee shall have the absolute right at any reasonable time to inspect and copy all books, records, and documents of every kind and to inspect the physical properties of the Trust.
ARTICLE III. COMMITTEES
Section 3.1 STANDING AND SPECIAL COMMITTEES. The Trustees may from time to time establish one or more standing or special committees of Trustees. At the Anntual Meeting, the Chair shall appoint Trustees as committee members and chairs, and shall prescribe committee duties and powers. In appointing committee members and chairs, the Chair shall give due weight to the recommendations of the Leadership Development Committee (see
(T/B/Revision1gI0005 .doc;1) (p) Section 3.1(d), below) and shall consult with the President. A Trustee may serve on more than one committee. The Chair, the President, and all Vice-Chairs shall serve as ex officio members of all committees, except that the President shall not serve on the Audit Committee.
Notice of, and procedures for, meetings of standing or special committees shall be prescribed by the chair of each standing or special committee. Committees shall keep minutes of their meetings and shall keep the Trustees advised of their activities. Meetings of standing or special committees may be called by the Trustees or by the chair of the standing or special committee.
The standing committees shall include the Senior Management Compensation Committee, the Audit Committee, the Finance and Investment Committee (including an Investment Subcommittee), the Leadership Development Committee, and the External Affairs Committee . The responsibilities of these standing committees shall be as follows:
(a) Senior Management Compensation Committee. The Senior Management Compensation Committee shall consist of the Chairman of the Board, any Vice Chairs, and the Chairs of the Standing Committees of the Board of Trustees. The Committee shall review and approve the President's performance and compensation and, with the President, the performance and compensation of senior Trust personnel. The Committee shall oversee the preparation of any reports to the Trustees, to the public, and to government agencies, when compensation information is involved. The Committee shall review other compensation questions deemed appropriate by the Committee, the President, or the Trustees.
(b) Audit Committee. The Audit Committee shall recommend the appointment of independent auditors . The Committee shall review and approve the auditor's audit plan and fee proposal, the audited financial statements, the management letter, and management's response to the management letter. The Committee may request independent audntors to perform special audit work in specific areas.
(c) Finance and Investment Committee. The Finance and Investment Committee shall oversee the Trust's general fiscal and budgetary affairs . The Committee shall also appoint an Investment Subcommittee to review and recommend to the Finance and Investment Committee the Trust's endowment policy; specifically the subcommittee will be charged with responsibility for recommending to the Finance and Investment Committee the broad asset allocation targets, and with undertaking periodic due diligence and networking assignments to identify potential investment managers. The subcommittee also will be consulted and advised on issues related to investment managers. The Investment Subcommittee may include non-Trustees as non-voting members.
(d) Leadership Development Committee. The Leadership Development Committee shall identify, evaluate, and recommend candidates for election as Trustee. The Committee shall also recommend changes in the structure, composition, and functioning of the Board of Trustees, and shall develop programs for Trustee orientation. The Conirnittee shall, as necessary, nominate candidates for election as Chair, President, and Vice Chair, if any, and shall review the annual nominations by the President of other officers. The
(TB/Revision/g10005 doc,l) 460) Committee shall recommend committee members and chairs to the Chair in advance of the Annual Meeting.
(e) External Affairs Committee. The External Affairs Committee shall be responsible for engaging the staff and advising the Board on the Trust's communications strategies . The Committee shall also review annually the proposed market research agenda and analyze the subsequent results of those studies. The Committee shall assist in the shaping of revenue diversification strategy, including the cultivation and support of potential donors and councils.
Section 3 .2 ART ACQUISITIONS . The Trustees shall act as a committee of the whole in reviewing and approving acquisitions by the Trust of works of art with a value of five million dollars ($5,000,000) or more, and of such other works or categories of works as may be designated by the Trustees from time to time.
ARTICLE IV. OFFICERS
Section 4.1 OFFICERS. The officers of the Trust shall include a Chair, a President, a Secretary, and a Treasurer. The Trust may also have, at the discretion of the Trustees, one or more Vice-Chairs, one or more Vice Presidents, one or more Assistant Secretaries, one or more assistant financial officers, and such other officers as may be elected or appointed in accordance with the Trust Indenture and these Bylaws. Any number of offices may be held by the same person except that neither the Secretary nor the Treasurer may serve concurrently as either the Chair or President. The Chair, any Vice-Chairs, and the President shall be Trustees. Other officers may, but need not, be Trustees.
Section 4.2 ELECTION. In advance of the Annual Meeting, the Leadership Development Committee shall advise the Trustees of its nominations for Chair and Vice-Chair, if any, and the President shall advise the Trustees of his or her nominations for other officer positions, including Secretary and Treasurer. The Committee and President shall propose any duties not set forth in these Bylaws to be assigned to each officer so nominated by them, respectively. Giving due weight to these nominations, the Trustees shall elect officers and assign anyduties not set forth in these Bylaws to these officers at the Annual Meeting. Each such officer shall serve at the pleasure of the Trustees. Each such officer shall hold office until the earlier of one year from his or her election or resignation, removal, or other disqualification.
At the meeting of Trustees at which these amended and restated Bylaws are adopted, the Trustees shall also elect the officers of the Trust under the procedures, and with the duties and for the terms, set forth in these Bylaws. These newly elected officers shall immediately take office, and the prior officers shall no longer hold their respective offices unless reelected.
(61) (TB/Itevision1g10005 .doc;1) Section 4 .3 VACANCIES AND ADDITIONAL OFFICERS. If a vacancy unexpectedly occurs in the office of Chair, President, Secretary, or Treasurer, the Trustees shall act reasonably promptly to fill such vacancy, taking into account the nominations of the Leadership Development Committee in the case of Chair or President, or of the President in the case of Secretary or Treasurer.
The Trustees may, in their discretion, elect other officers during the course of the year, taking into account the nominations of the Leadership Development Committee as to Vice- Chairs and of the President as to other officers .
Any officer elected under this Section 4.3 (other than the President) shall hold office until the earlier of the next Annual Meeting or resignation, removal, or other disqualification.
Section 4.4 REMOVAL AND RESIGNATION. Any officer may be removed, either with or without cause, by the Trustees at any time. Any officer may resign at any time by giving written notice to the Chair or the President, but without prejudice to the rights, if any, of the Trust under any contract to which the officer is a party.
Section 4.5 CHAIR. The Chair shall preside over all meetings of the Trustees at which he is present. The Chair shall represent the Trust in a ceremonial and ambassadorial capacity when the dignity and interest of the Trust so require. He or she shall have such other duties as may be assigned by the Trustees or these Bylaws. If the Chair is not present at a Trustees' meeting, the senior Vice-Chair who is present, or otherwise the President, shall preside.
Section 4.6 PRESIDENT. The President shall be the chief executive officer of the Trust, with all powers, rights, duties, and privileges that traditionally accrue to that office, subject to applicable legal restrictions and the Trust Indenture, and shall have such other duties as may be assigned by the Trustees or these Bylaws. The President shall nominate candidates for certain Trust officer positions as provided in Sections 4.2 and 4 .3 above. The Trustees shall determine the term and compensation of the President.
Section 4.7 VICE-CHAIRS AND VICE-PRESIDENTS. Vice-Chairs and Vice-Presidents, if any, shall have the duties as may be assigned by the Trustees or President, respectively, or these Bylaws.
Section 4.8 SECRETARY. The Secretary shall keep or cause to be kept, at the principal office or such other place as the Trustees may order, a book of minutes of all meetings of the Trustees and its committees, with the time and place of meeting, whether regular or special, and if special, how authorized, the names of those present, and the proceedings thereof. The :secretary shall keep, or cause to be kept, at the principal office in the State of California the original or a certified copy of the Trust's Trust Indenture and Bylaws, as amended to date.
(62) (r/Mevision/giooos .aoc, 1) The Secretary shall give, or cause to be given, notice of all meetings of the Trustees and any committees thereof required by law or by these Bylaws, and shall have such other duties as may be assigned by the Trustees, the President, or these Bylaws.
Section 4.9 TREASURER. The Treasurer shall keep and maintain, or cause to be kept and maintained, financial statements and adequate and correct accounts of the properties, and investments of the Trust. The Treasurer shall act as the administrator of the Trust's investment program, and shall advise the President and the Finance and Investment Committee on policies regarding investments, cash management, and debt management. The Treasurer shall have; such other duties as may be assigned by the Trustees, the President, or these Bylaws.
ARTICLE V. OTHER PROVISIONS
Section 5.1 ENDORSEMENT OF DOCUMENTS; CONTRACTS. Subject to the provisions of applicable law, any note, mortgage, evidence of indebtedness, contract, conveyance, or other instrument in writing and any assignment or endorsement thereof, executed or entered into between the Trust and any other person, when executed by Trust officers in accordance with resolutions duly adopted by the Trustees, shall be valid and binding on the Trust in the absence of actual knowledge on the part of the other person that the signing officers had no authority to execute the same. Any such instruments may be signed by any other person or persons and in such manner as from time to time shall be determined by the Trustees, and, unless so authorized by the Trustees, no officer, agent, or employee shall have any power or authority to bind the Trust by any contract or engagement or to pledge its credit or to render it liable for any purpose or amount.
Section 5 .2 REPRESENTATION OF SHARES OF OTHER ENTITIES. The Chair, the President, or any other officer or officers authorized by the Trustees, are each authorized to vote, represent, and exercise on behalf of the Trust all rights incident to any and all shares of any corporation or other legal entity standing in the name of the Trustees or the Trust. The authority herein granted may be exercised either by such officer in person or by any other person authorized to do so by proxy or power of attorney duly executed by such officer.
Section 5 .3 CONSTRUCTION AND DEFINITIONS. Unless the context otherwise requires, the general provisions, rules of construction, and definitions contained in the California Trust Law and other applicable California laws shall govern the construction of these Bylaws.
Section 5 .4 AMENDMENTS . These Bylaws may be amended or repealed by the Trustees at a meeting of Trustees; provided, however, that at least five days written notice of any proposed amendments is duly provided to the Trustees under the notice procedures set forth in Section 2.8, above.
(63) (T/B/Revision/g10005 doc,l) Section 5.5 MAINTENANCE OF CERTAIN RECORDS . The accounting books, records, and minutes of proceedings of the Trustees shall be kept at such place or places designated by the Trustees, or, in the absence of such designation, at the principal business office of tree Trust. The minutes shall be kept in written or typed form, and the accounting books and records shall be kept either in written or typed form, or in any other form including electronic media capable of being converted into written, typed, or printed form.
Section 5 .6 INDEMNIFICATION. The Trust shall, and hereby does, to the extent permitted by law and the Trust Indenture, indemnify each of its Trustees and officers, including persons who have served as such in the past or who are heirs, executors, or administrators thereof, against expenses (including attorney's fees), judgments, fines, settlements, and other amounts actually and reasonably incurred in connection with any actual or threatened proceeding of any kind, arising by reason of the fact that any such person is or was a Trustee or officer of the Trust, and shall advance to such Trustee or officer expenses reasonably incurred in defending any such proceeding as permitted by law and the Trust Indenture. Such indemnity shall apply, however, only if, in connection with the matter at issue, the Trustee or officer claiming indemnity hereunder acted in good faith and in a manner he or she reasonably believed was in the best interests of the Trust. This indemnity does not extend to any acts of the person seeking indemnity which involve gross negligence or willful misconduct, or are materially in breach of the Trust Indenture or these Bylaws, or which constitute an act of self-dealing or a taxable expenditure within the meaning of Internal Revenue Code sections 4941(d) or 4945(d), respectively. The Trust may obtain and may rely on a written opinion of independent legal counsel on any issues of good faith, reasonable belief, or breach, or on any and all other issues that may bear on the application of this indemnity.
CERTIFICATION
I, Peter C. Erichsen, Secretary of the J. Paul Getty Trust, hereby certify that the foregoing Bylaws were duly adopted by the Trustees of the Trust as of April 14, 2003.
0,t -at-A, Peter C. Erichsen, Secretary
(7'/B/P.evision/g10005 .doc,1) THE J. PAUL GETTY TRUST
a EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE SC
In accordance with IRS Regulation §53.4945-5(d)(2), the following information is provided regarding grants made or outstanding during the year to organizations not qualifying under IRC §509(a)(1), §509(a)(2), §509(a)(3) or §4940(d)(2). For each expenditure responsibility grant, the (1) name and address of the grantee, (2) date and amount of the grant, (3) purpose of the grant, (4) amounts expended by the grantee (based on the most recent report received from the grantee), (5) dates of any reports received from the grantee, (6) date and results of any verification of the grantee's reports undertaken by or at the direction of the Getty, and (7) whether, to the knowledge of the Geriy, the grantee has diverted any funds from the purpose of the grant, is provided below. Note, although not individually addressed below, to the best of our knowledge and belief, there were no diversions of grant funds by any grantee to any use not m furtherance of a purpose specified in the grant. Also note that for grants approved or paid m the current tax year, information regarding the amounts expended by the grantee and the dates of any reports received from the grantee is not available at the time of the filing this retain.
APPROVED OR PAID IN THE YEAR ENDING JUNE 30, 2003
Akademie Verlag Berlin, United States £40,000 awarded March 24, 2003 ; E 40,000 paid May 29, 2003 (For a series of publications at the Deutsches Forum fur Kunstgescluchte, Paris.) Amount expended to date: unknown Report received: report not yet due
The: Alliance of Religions and Conservation Manchester, England $55,600 awarded October 16, 2002; $55,600 paid January 30, 2003 (For the preparation of a conservation plan for the Geser Sum Temple Complex, Ulaanbaatar, Mongolia.) Arnount expended to date: $0 Report received: June 23, 2003
Arc:hitekturzentrum Wien Vienna, Austria $1',,300 awarded July 2, 2002; $15,300 paid September 26, 2002 (For international participants to attend the Eleventh Conference of the International Confederation of Architectural Museums.) Amount expended to date: $15,300 Report received : May 12, 2003 GRANT CLOSED
Asociacion Colombiana de Promotion Artesanal Bogota, Colombia $40,000 awarded October 16, 2002 ; $0 paid (For the preparation of a conservation plan for the Antiguo Claustro de San Augustin.) Amount expended to date: $0 (not yet paid) Report received: not yet due
0
(65) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30. 2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE SC
Association Internationale des Critiques d'Art Pans, France $26,300 awarded September 12, 2002; $26,300 paid April 24, 2003 (For regional participants to attend the 2003 African and Caribbean Congresses.) Amount expended to date: unknown Report received: not yet due
The British Museum London, England £78,000 awarded August 5, 2002; £78,000 paid October 31, 2002 (For the publication of The Print Collection of Ferdinand Columbus (1488-1539)) Amount expended to date: £45,000 Report received: September 4, 2003
The British Museum London, England £60,000 awarded June 23, 2003; £60,000 paid August 21, 2003 (For the management initiative) Amount expended to date: unknown Report received: not yet due
The: British School at Rome Rome, Italy $225,000 awarded July 25, 2002; $112,500 paid October 4, 2002; $112,500 paid May 30, 2003 (For photographic archive cataloguing.) Amount expended to date: $147,251 Report received: May 7, 2003
The Burlington Magazine Foundation London, England $1(i0,000 awarded May 30, 2003; $100,000 paid June 13, 2003 (For the centenary fund.) Amount expended to date: unknown Report received: not yet due
Centraal Museum Utrecht, The Netherlands £2(10,000 awarded September 25, 2002; E200,000 paid November 5, 2002 (Far the preparation of a catalogue of the collection of antique furniture and period rooms.) Amount expended to date: E 88,785 Report received: September 15, 2003
0
(66) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO, 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE SC
English Heritage London, England £25,600 awarded November 19, 2002; £25,600 paid February 25, 2003 (For a series of publications on architectural conservation .) Amount expended to date: £10,800 Report received: October 13, 2003
Forcierverem "Erhaltet Kloster Jerichow!" e.V. Jerichow, Germany E90,000 Eur awarded October 16, 2002; E45,000 paid August 28, 2003 (Fog the implementation of a conservation plan for the Cloister Church of Saint Manen and Saint Nikolas Jerichow Cloister Amount expended to date : unknown Report received: not yet due
Frans Hals Museum Haarlem, The Netherlands E31,300 awarded February 4, 2003; E31,300 paid April 28, 2003 (For the publication of the catalogue of Old Master Paintings. Amount expended to date: unknown Report received : not yet due
Independent Media Arts Preservation New York, United States $50,000 awarded January 9, 2003; $50,000 paid March 6, 2003 (For the development of a database to document small and mid-sized moving image collections .) Amount expended to date: unknown Report received: overdue (September 30, 2003)
International Centre for the Study of the Preservation and Restoration of Cultural Property Rome, Italy $160,000 awarded January 28, 2003; $160,000 paid March 31, 2003 (For the development of a unit in archaeological site conservation .) Amount expended to date: unknown Report received: not yet due
International Council on Monuments and Sites Paris, France $7_`,000 awarded May 2, 2003; $75,000 paid May 28, 2003 (For participants from developing countries to attend the Fourteenth General Assembly and Scientific Symposium m Victoria Falls, Zimbabwe .) Amount expended to date: unknown Report received: not yet due
0
(67) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
Josef Albers Foundation, Inc. Bethany, CT United States $60,000 awarded December 17, 2002 ; $60,000 paid September 19, 2003 (For the arrangement and description of the archives.) Amount expended to date: unknown Report received: not yet due
Kadiolicke Universiteit Leuven Leuven, Belgium E286,000 awarded January 29, 2003; C286,000 paid March 25, 2003 (For a collaborative project of the Center for the Study of Flemish Illuminators and the Bibliot6que National de France to inventory the Southern Netherlandish manuscripts in the Bibliot&que National.) Amount expended to date: unknown Report received: not yet due
Mansfield Traquair Trust Edinburgh, Scotland E30,000 awarded July 22, 2002; E30,000 paid September 24, 2002 (For the preparation of a conservation plan for the Mansfield Place Church.) Amount expended to date: E8,475 .53 Report received: September 4, 2003
Mauritshuis Den Haag, The Netherlands $46,000 awarded May 27, 2003 ; $46,000 paid June 19, 2003 (For the publication of the catalogue "Portraits in the Mauritshuis.") Amount expended to date: unknown Report received: not yet due
The Mohile Parikh Centre for Visual Arts Mumbai, India $100,000 awarded March 11, 2003 ; $ 100,000 paid August 31, 2003 (For a series of lectures and workshops with visiting scholars.) Amount expended to date: $0 Report received: January 5, 2004
Museo de Arte de Luna Lima 1, Peru $50,000 awarded November 5, 2002; $50,000 paid January 23, 2003 (For library aquisitions.) Amount expended to date: $0 Report received: May 28, 2003
0
(68) THE J. PAUL GETTY TRUST a EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
Nat)onal Gallery, London London, England L2 10,000 awarded January 29, 2003 ; E21 0,000 paid March 13, 2003 (Foi the research phase of the National Inventory of European Painting.) Amount expended to date: unknowm Report received: not yet due
The National Trust for Scotland Edinburgh, Scotland $48,400 awarded May 6, 2003; $48,400 paid June 13, 2003 (For participants from developing countries and Central and Eastern Europe to attend the Tenth International Conference of National Trusts.) ArriDunt expended to date: unknown Report received: not yet due
Organization of World Heritage Cities Quebec, Canada $60,000 awarded December 9, 2002; $60,000 paid February 5, 2003 (For participants from developing countries to attend the Seventh International Symposium of World Heritage Cities in Rhodes, Greece.) Amount expended to date: unknown Report received: not yet due
Science Museum London, England V5,000 awarded September 17, 2002; E75,000 paid October 3, 2002 (For transition planning at the Type Museum, London Amount expended to date: unknown Report received: overdue (April 30, 2003); requested October 14, 2003
Staatliches Museum Schwerin Schwerin, Germany 76,900 Euros awarded January 29, 2003; 76,900 Euros paid March 25, 2003 (For the research and treatment of two Seventeenth-century Dutch paintings.) Amount expended to date: unknown Report received: not yet due
Swedish National Museum of Fine Arts Stockhohn, Sweden $15 5,000 awarded January 29, 2003 ; $15 5,000 paid March 12, 2003 (For the preparation of a catalogue of the Flemish paintings collection.) Amount expended to date : unknown Report received: not yet due
(69) THE J. PAUL GETTY TRUST a EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
Tate: Gallery London, England E57.800 awarded September 25, 2002; E57,800 paid November 5, 2002 (Foi the technical research of a catalogue of the Tudor and Stuart works in the collection.) Amount expended to date: $0 Report received: July 10, 2003
Transylvania Trust 3400 Cluj-Napoca, Romania $85,600 awarded April 28, 2003 ; $85,600 paid May 29, 2003 (For a conservation training program in Romania .) Amount expended to date : unknown Report received: not yet due
United Nations Educational, Scientific and Cultural Organization Paris, France $50,000 awarded October 8, 2002; $50,000 paid October 29, 2002 (For participants from developing countries and Central and Eastern Europe to attend the World Heritage Congress in Venice, Italy.) Amount expended to date: $39,426.76; $10,573 refunded by wire transfer on May 31, 2003 Report received: March 7, 2003 GRANT CLOSED
Vern Foundation Yerevan, Armenia $40,000 awarded August 15, 2002; $40,000 paid September 26, 2002 (For the preparation of a catalogue of the Russian art collection at the National Gallery of Armenia.) Amount expended to date: $4,205 Report received: February 20, 2003
The Venice in Peril Fund London, England E56,800 awarded May 6, 2003; E56,800 paid June 17, 2003 (For the publication of "Flooding and Environmental Challenges for Venice and its Lagoon Amount expended to date: unknown Report received: not yet due
Vil)age Green Owners Association Los Angeles, United States $ 100,000 awarded March 5, 2003 ; $0 paid (For the implementation of a conservation plan for the Rico Lebrun Mural and the reception room by Reginald Johnson.) Amount expended to date: grant not yet paid Report received: not yet due
(70) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B. LINE 5C
APPROVED OR PAID IN PRIOR YEARS
Alpha Gamma Omega Foundation Los Angeles, CA $50,000 awarded July 14, 2000; $50,000 paid October 11, 2000 (For the Alpha Gamma Omega House.) Amount expended to date: Not known at this time Report received: partial report received July 3, 2002 ; additional information and Annual Report of Grantee requested July 17, 2002; January 6, 2003; April 7, 2003 ; June 19, 2003 ; July 24, 2003 .
American Center of Oriental Research in Amman Amman, Jordan $90,000 awarded June 7, 2001 ; $90,000 paid June 19, 2001 (For library acquisitions in the fields of archaeology, art history and conservation.) Amount expended to date: $48,707 Report received: June 9, 2003
Antarctic Heritage Trust Christchurch, New Zealand $ 100,000 awarded June 4, 2002; $ 100,000 paid June 12, 2002 (For the preparation of a conservation plan for four historic buildings in Antarctica.) Amount expended to date : $46,536 Report received: May 5, 2003
Archdiocese of Trujillo Tnijillo, Peru $24,780 awarded February 12, 2002; $24,780 paid June 12, 2002 (For the identification of a conservation plan for the Augustinian Monastery and Sanctuary of Our Lady of Guadalupe.) Amount expended to date: $24,780 Report received: April 28, 2003 GRANT CLOSED
The Arab Foundation for the Image Beirut, Lebanon $70,000 awarded December 6, 1999; $35,000 paid January 19, 2000; $35,000 paid April 10, 2001 (For the photographic collection.) Amount expended to date: $71,482 Report received: September 8, 2003
(71) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
Ashgate Publishing Limited London, England E23,000 awarded January 27, 1998; L23,000 paid February 26, 1998 (Fo r the series Reinterpreting Classicism. Culture, Reaction and Appropriation.) Amount expended to date: E23,000 Report received: June 9, 2003 GRANT CLOSED
Association of Art Historians London, England L105,000 awarded April 26, 2001 ; E105,000 paid June 5, 2001 (For the Artists' Papers Register Project) Amount expended to date: E28,666 Report received: June 2, 2003
Australian Institute for the Conservation of Cultural Material Canberra, Australia $145,600 awarded March 21, 2002; $145,600 paid May 28, 2002 (For midcareer photographic conservation training workshops .) Amount expended to date: $0 Report received: January 27, 2003
Ba~erische Akademie der Wissenschaften Mw.uch, Germany DM 340,000 awarded January 9, 1996; DM 220,000 paid February 15, 1996; DM 120,000 paid October 25, 1996 (For the Katalog der deutschsprachigen illustrierten Handschriften des Mittelalters .) Amount expended to date: DM 177,405 Report received: last report received May 3, 1999; numerous reminders sent, most recently August 6, 2003
Beit Lohamei Haghetaot Western Galilee, Israel $44,000 awarded November 11, 2000; $44,000 paid May 30, 2001 (For the collection of the Ghetto Fighters' Museum.) Amount expended to date: $44,000 Report received: September 18, 2003 (received fax copy of complete final report; requested original)
Braunarts London, England $49,400 awarded July 11, 2000; $36,600 paid August 3, 2000; 12/800 paid July 18, 2001 ("Dance and the Temple: Interpretation and Construction of Heritage Through a 'Virtual' Site," a collaborative research project of Terrence Braun, Pinna Indorf, Alessandra Iyer, and John Miksic.) Amount expended to date: f 17,102 expended per financial report received July 16, 2001 Report received: additional information requested September 21, 2001 ; December 18, 2001 ; May 25, 2002; July 18, 2002; October 30, 2002; March 5, 2003 ; registered letter sent October 15, 2003 .
(72) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B. LINE 5C
The British Academy London, England El 88,824 awarded June 10, 1993; fl. 88,824 paid July 14, 1993 (For The Paper Museum of Cassiano del Pozzo.) Amount expended to date: f.224,038 (original grant and E35,236 in interest) Report received: July 16, 2002 GkkNT CLOSED
The British Museum Lori don, England $180,000 awarded September 22, 1999; $180,000 paid November 4, 1999 (For the inventory of the print collection of Ferdinand Columbus.) Amount expended to date: $180,000 Report received: October 15, 2002 GR.kNT CLOSED
The Brotherhood of the Monastery of St. Catherine Cairo, Egypt $70,000 awarded December 21, 1999; $70,000 paid June 30, 2000 (For the Church of the Monastery of St. Catherine, Mount Sinai, Egypt.) Amount expended to date: $44,342 Report received: partial report received April 10, 2003 ; requested additional information on August 22, 2003
The Calcutta Tercentenary Trust London, England $60,000 awarded August 15, 1995; $60,000 paid October 9, 1995 (For thirteen oil paintings by Thomas and William Daniell in the Victoria Memorial Museurn, Calcutta, India.) Amount expended to date: $38,127 Report received: August 22, 1996; report and refund requested: September 7, 1997; September 28, 1998; September 30, 1999; August 25, 2000; January 8, 2001
Canadian Centre for Architecture Montreal, Quebec, Canada CDN 127,000 awarded May 30, 2001 ; CDN 127,000 paid June 14, 2001 (For the collections of nineteenth and twentieth-century photographs of non-European architecture) Amount expended to date : CDN 68,819 Report received: February 3, 2003
Canadian Centre for Architecture Montreal, Quebec, Canada 72,000 CDN awarded May 10, 2000; 36,000 CDN paid June 27, 2000; $24,000 CDN paid April 2, 2002 ; $12,000 CDN paid May 6, 2003 (For postgraduate conservation internships.) Amount expended to date: 60,000 CDN Report received: January 29, 2003
(73) THE J. PAUL GETTY TRUST
0 EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
Central Union of Jewish Religious Communities in the Slovak Republic Bratislava, Slovakia $20,000 awarded December 20, 1996; $ 10,000 paid January 22, 1997; $ 10,000 paid April 10, 1998 (For the Synagogue, Spissk6 Podhradie.) Amount expended to date: $7,502 Report received: March 13, 1998 ; report requested: August 31, 1998 ; January 4, 2001 ; October 1, 2001; August 7, 2002; December 18, 2002
Centre International de ]a Construction en Terre - (CRATerre-EAG), Ecole d'Architecture de Grenoble Villefontame, France $69,680 awarded March 9, 2001 ; $30,000 paid June 27, 2001 ; $39,680 paid January 25, 2002 (For Our Lady of the Seven Sorrows Cathedral, Navrongo, Ghana.) Amount expended to date: $50,380 Report received: February 4, 2003
Centro Argentino de Investigaciones de Arte Buenos Aires, Argentina Note: the 10 payments below were made in separate and/or small amounts due to Argentina's national economic crisis $142,000 awarded April 25, 2000; $30,000 paid June 22, 2000; 30,000 paid February 14, 2001; $30,000 August 1, 2001 ; $10,000 paid October 22, 2002; $5,000 paid October 23, 2002; $5,000 paid October 23, 2002; $10,000 paid March 11, 2003; $ 10,000 paid March 11, 2003; $2,000 paid March 11, 2003 ; $ 10,000 paid March 11, 2003 (For a series of doctoral seminars and courses by visiting professors.) Amount expended to date: $82,393 Report received: February 24, 2003
Conferencia Episcopal del Peru Lima, Peru $30,000 awarded November 1, 2001 ; $15,000 paid January 14, 2003 (For the preparation of a conservation plan for Capilla Doctrinal y Torre Exenta de San Crist6bal de Rapaz.) Amount expended to date: unknown Report received: not yet due
Council for the Prevention of Art Theft London, England $90,000 awarded June 17, 1999; $90,000 paid August 26, 1999 (For the implementation of Object ID.) Amount expended to date: Not known at this time Report received: requested October 4, 2001 ; September 24, 2002; December 16, 2002
0
(74) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
De Montfort University Leicester, England F.25,854 awarded August 15, 1995; f.25,854 paid December 28, 1995 (For the Journal of Architectural Conservation.) Amount expended to date: E22,717 Report received: November 3, 1997; requested October 4, 2001 ; September 24, 2002 ; December 5, 2002 ; April 28, 2003 ; August 6, 2003; September 19, 2003 ; October 14, 2003
Dean and Chapter of Westminster London, England L106,000 awarded February 15, 1996; E106,000 paid March 26, 1998 (For the Westminster Retable.) Amount expended to date : E72,264 Report received: April 30, 2003
Dulwich Picture lallery Lon-don, England E157,328 awarded January 31, 2001 ; E157,328 paid March 29, 2001 (For the collection of thirty-five paintings.) Amount expended to date: f 26,182.50 Report received: April 30, 2003
Editorial Nerea, S.A. Hondarribia (Guipuzcoa), Spain 4,500,000 Ptas. awarded July 30, 1999; 4,500,000 Ptas. paid October 5, 1999 (Foi the series Arte Hoy.) Amount expended to date: 4,500,000 Ptas. Report received: August 6, 2003 GRANT CLOSED
English Heritage London, England L48,000 awarded April 15, 1999; L48,000 paid January 25, 2000 (For the collection of polychrome stone fragments .) Amount expended to date: E21,127 .93 Report received: September 3, 2002; current report overdue: requested June 3, 2003; October 9, 2003
Ente Raccolta Vinciana Milan, Italy Lit 109,920,000 awarded June 16, 1999; Lit 109,920,000 paid August 10, 1999 (For English translations of Leonardo da Vinci's twelve Manuscripts of the Institut de France .) Amount expended to date: C48,603 Report received: January 30, 2003
(75) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 3 0, 2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
Fondation pour le Lexicon Iconographicum, Mythologiae Classicae Basel, Switzerland $105,000 awarded September 22, 2000; $35,000 paid December 6, 2000; $35,000 paid January 2, 2002; $35,000 paid October 31, 2002 (For the continued maintenance and updating of the archive .) Amount expended to date: 59,372 Swiss Francs Report received: December 4, 2002
Historic Royal Palaces Enterprises Ltd. Surrey, England E38,500 awarded June 15, 1999; E38,500 paid October 14, 1999 (For a survey of state beds and canopies and to develop a manual for their care.) Amount expended to date: E38,500 Report received: October 7, 2003 GRANT CLOSED
The Hunt Museum Limerick, Ireland E9 865 awarded June 1, 1995 ; E9,865 paid July 12, 1995 (For the collections.) Amount expended to date: E4,179 Report received: July 16, 1996; report and refund requested August 3, 1996; September 11, 1997; September 28, 1998, March 18, 2003
International Centre for the Preservation and Restoration of Cultural Property Rome, Italy $200,000 awarded Februrary 12, 2001 ; $200,000 paid March 7, 2001 (For "Generation 200 1, " a pilot project to assure quality and continuity of training for African museum professionals.) Amount expended to date: $54,009 .34 Report received: December 30, 2002
International Council on Monuments and Sites Patis, France $75,000 awarded March 21, 2002 ; $75,000 paid June 12, 2002 (For participants from developing countries to attend the Thirteenth General Assembly and International Scientific Symposium.) Amount expended to date : $71,038 Report received: February 11, 2003 ; balance of $3,962 refunded via wire transfer June 2003 . GRANT CLOSED
0
(76) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
The International Institute for Conservation of Historic and Artistic Works London, England $18,000 awarded May 30, 2002; $18,000 paid August 20, 2002 (For participants from developing countries to attend the 19th International Congress in Baltimore in September 2002) Amount expended to date : $8,833 .48 Report received: January 6, 2003; balance of E5,787.90 refunded by check (exchange rate=.6314) GRANT CLOSED
International Council of Museums Paris, France $112,000 awarded March 21, 2002; $112,000 paid June 12, 2002 (For participants from developing countries to attend the Thirteenth Triennial Meeting of the Conservation Committee .) Amount expended to date: $96,384.07 Report received: May 8, 2003 ; balance of $15,615.93 refunded by check on April 8, 2003
Iota Fund Los Angeles, United States $4,000 awarded March 4, 2002; $4,000 paid June 3, 2002 (For one internship at the iotaCenter.) Amount expended to date: $4,000 Report received : December 30, 2002 GRANT CLOSED
Iscol Family Foundation, Inc. Pound Ridge, New York United States $35,000 awarded October 12, 1999; $35,000 paid October 12, 1999 (For the White House Millennium Council Conference on Philanthropy .) Amount expended to date : $35,000 Report received: October 29, 2002 GRANT CLOSED
Jacob and Gwendolyn Lawrence Foundation New York, New York $18,000 awarded May 16, 2001 ; $18,000 paid June 13, 2001 (Foi the completion of the Web site "The Jacob Lawrence Virtual Archive and Education Center.") Amount expended to date: $18,000 Report received: April 1, 2003 GRANT CLOSED
0
(77) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
Mehrangarh Museum Trust Jodhpur, India $250,000 awarded December 8, 1997 ; $83,000 paid August 4, 1998; $83,000 paid September 28, 1999; $52,000 paid October 11, 2000; $32,000 paid November 29, 2000 (For Ahhichatragarh-Nagaur Fort.) Amount expended to date : $250,000 Report received: July 9, 2002. GRANT CLOSED
Moggerhanger House Preservation Trust Bedfordshire, England E16 1,290 awarded October 16, 2000; E80,645 paid February 15, 2001*; E80,645 paid April 29, 2003 (For Moggerhanger House ) Amount expended to date: E70,000 Report received: December 2, 2002 *La:;t year amount paid was mistakenly listed in in pounds "Ll 17,435 paid February 15, 2001"; $117,435 was the US dollar equivalent of E80,645, the amount that was actually paid.
Museum of New Zealand Te Papa Tongarewa Wellington, New Zealand E3,3 50 awarded March 21, 2002; E3,3 50 paid May 14, 2002 (Foi midcareer conservation training at the British Museum.) Amount expended to date: E3,350 Report received: January 28, 2003 G%kNT CLOSED
The National-Kyiv Pechersk Historical Preserve Kiev, Ukraine $76,245 awarded April 19, 200 1 ; $65,000 paid September 20, 200 1 ; $11,245 paid August 21, 2002 (For the preparation of a conservation plan for the Church of Our Savior in Berestove .) Amount expended to date: $76,245 Report received: March 3, 2003
National Museums and Galleries on Merseyside Liverpool, England $123,000 awarded May 21, 1999; $123,000 paid July 14, 1999 (For the collaborative research project of Elizabeth Bartrmn, Jane Fejfer, Martin Greenwood, John Larson, Edmund Southworth, and Gerald Vaughan, "The Collection as Palimpsest: Roman Sculpture at Ince.") Amount expended to date: $41,192 Report received: September 19, 2002; partial final reports received March 27, 2003 ; July 14, 2003 0,044.38 refund received May 23, 2003; complete final reporting mfon-nation requested August 6, 2003
(78) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
IN17ORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
National Trust of Australia Sydney, Australia $47,500 awarded November 28, 1994; $47,500 paid February 3, 1995 (For Old Government House, Parramatta.) Amount expended to date: $21,087 Report received: partial report received June 18, 2002; additional information requested October 16, 2002; December 5, 2002 ; April 7, 2003; September 15, 2003
National Trust for Places of Historic Interest or Natural Beauty London, England $35,000 awarded November 17, 2000; $35,000 paid February 12, 2001 (For "Science in Trust.") Amount expended to date: $35,000 Report received: May 29, 2002
New Europe College Bucharest, Romania $21 0,000 awarded January 26, 2000; $50,000 paid March 8, 2000; $32,000 paid September 13, 2000; $32,000 paid May 4, 2001 ; $32,000 paid September 25, 2001 ; $32,000 paid M~y 2, 2002; $32,000 paid November 20, 2002 (To support residential fellows and visiting lecturers.) Amount expended to date: $83,940 Report received: February 7, 2003
Opera della Primaziale Pisana Pisa, Italy $25.0,000 awarded October 15, 1993 ; $250,000 paid February 3, 1994 (For the Camposanto Monumentale .) Amount expended to date: $250,000 Report received: final narrative report received; final financial report requested October 17, 2001 ; September 20, 2002; December 18, 2002 ; April 9, 2003
Opera di Santa Maria del Fiore Florence, Italy $14 2,000 awarded March 30, 2000; $7 1,000 paid June 30, 2000; $7 1,000 paid May 4, 2001 (For "The Years of the Cupola," a database of the documentary sources on the administration of Florence Cathedral during the construction of the cupola.) Amount expended to date : $142,000 Report received: June 27, 2003 GRANT CLOSED
0
(79) THE J. PAUL GETTY TRUST
0 EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
Padri Passionisti, Pontificio Santuario Scala Santa Rome , Italy $170,000 awarded November 17, 2000; $170,000 paid March 20, 2001 (For the Pontificio Santuario Scala Santa.) Amount expended to date: $170,000 Report received: June 9, 2003 GRANT CLOSED
Reaktion Books Limited London, England $13-9,500 awarded April 22, 2002; $139,500 paid May 28, 2002 (For the publication of a group of books on Asian art and architecture.) Amount expended to date: $15,603 Report received: January 22, 2003
Stichting Restauratie Atelier Limburg MaELstricht, The Netherlands $40,000 awarded November 6, 2001 ; $40,000 paid April 2, 2002 ~ 0 (For rnidcareer training for two Cuban restorers .) Amount expended to date: $40,000 Report received: April 22, 2003 GRANT CLOSED
Stiffung Museum Kunst Palast Diisseldorf , Germany $89,000 awarded June 11, 2001 ; $89,000 paid August 2, 2001 (For the cataloguing of the collection of drawings by Pietro da Cortona and his Circle in the Kunstmuseurri Diisseldorf) Amount expended to date: E27,455 (approximately $31,949) Report received: October 27,2003; E72,583 (approximately $84,300) returned October 10, 2003; project cancelled by grantee GRANT CLOSED
Stowe School, Ltd. Stowe, Buckinghamshire, England El 66,666 awarded March 5, 1996; f 83,333 paid February 9, 1999; E83,333 paid January 29, 2002 (For Stowe House.) Amount expended to date: f 166,666 Report received: October 29, 2002; requested final narrative report April 7, 2003 ; October 8, 2003
Tel Aviv University Tel Aviv, Israel FF140,000 awarded September 14, 2000; FF140,000 paid May 3, 2001 (Foi the publication of Paul Cezanne - Bagneurs et Baigneuses by Guila Ballas .) Amount expended to date: C21,270 (all grant funds expended) 0 Report received: February 20, 2003
(80) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 3 0, 2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B. LINE 5C
Tibet Heritage Fund Lhasa, Tibet $50,000 awarded 4/25/00; $50,000 paid 6/l/00 (For Murunyingba Monastery.) Amount expended to date: $50,000 Report received: July 24, 2002; requested additional information in July 2003
Transylvania Trust Cluj-Napoca, Romania $70,000 awarded March 21, 2002 ; $70,000 paid June 18, 2002 (For a conservation training program in Romania.) Amount expended to date: $70,000 Report received: December 3, 2002 GRANT CLOSED
Union Acad6mique Internationale Brussels, Belgium V6,800 awarded May 30, 3001; E76,800 paid June 14, 2001 (For electronic publication of out-of-print fascicles of the Corpus Vasorum Antiquorum .) Amount expended to date: E63,622 Report received: October 7, 2003
University of British Columbia Museum of Anthropology Vancouver, British Columbia, Canada $50,400 awarded April 23, 1997; $25,200 paid June 9, 1997; $16,800 paid July 29, 1998; $8,400 paid October 11, 2000 (For internships.) Amount expended to date: $50,400 Report received: October 16, 2002 GRANT CLOSED
University of Cambridge Cambridge, England f 1 (15,000 awarded February 2 6, 200 1 ; f 105,000 paid May 3, 2001 (For the Pacific and South Asian photograph collections in the Museum of Archaeology and Anthropology. Arriount expended to date: f 15,794 Report received: September 13, 2002; overdue report requested September 8, 2003
University of Dublin, Trinity College Dublin, Ireland IRf 184,000 awarded May 8, 200 1 ; IRf 1 84,000 paid June 14, 2001 (For the acquisition of equipment for the Library and Conservation Resource Centre of Trinity College.) Amount expended to date: E 0 Report received: April 1, 2003
(81) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
Umversity of East Anglia Norwich, Norfolk, England E89,700 awarded March 29, 1995 ; E89,700 paid June 8, 1995 (For the School of World Art Studies.) Amount expended to date: E89,700 Report received: May 21, 2003 *Annual reports also include detailed accounting of additional interest income earned from grant. GRANT CLOSED
University of East Anglia Norwich, Norfolk, England F.1 78,000 awarded November 29, 1999; f 178,000 paid January 11, 2000 (The 2000 Summer Institute in World Art Studies for Central and Eastern European scholars.) Amount expended to date: E163,280 ; E14,720 refunded by check November 15, 2001 Report received: November 4. 2002 GRANT CLOSED
University of Glasgow Glasgow, Scotland L125,000 awarded March 30, 2000; E62,500 paid June 8, 2000; E62,500 paid June 27, 2000 (Foi an electronic edition of the complete correspondence of James McNeill Whistler.) Amount expended to date: f 125,000 Report received: July 29, 2003 *date of report received in 2002 was listed incorrectly on the FY02 Appendix; that report was received September 24, 2002 GRANT CLOSED
University of Glasgow Glasgow, Scotland f 50,000 awarded April 9, 2002 ; f 50,000 paid July 31, 2002 (Foi the completion of the project to create an electronic edition of the correspondence of James McNeill Whistler, 1855- 1903) Amount expended to date: E26,017 Report received: August 18, 2003
University of London London, England $25,000 awarded September 15, 1994; $25,000 paid October 14, 1994 (To support postgraduate research in the conservation of paintings at the Courtauld Institute of Art.) Amount expended to date: $12,500 Report received: December 2, 1996; report requested August 23, 2002
0
(82) THE J. PAUL GETTY TRUST *I EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 3 0, 2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
University of London London, England S260,000 awarded April 10, 2002; $260,000 paid May 15, 2002 ("T,Ltau/Tattoo : Embodied Art and Cultural Exchange.") Amount expended to date: $101,320 Report received: October 2, 2003
University of London London, England E151,600 awarded November 1, 2001; E151,600 paid June 25, 2002 (For a managing editor for the Cassiano dal Pozzo Paper Museum project.) Amount expended to date: E16,226 Report received: July 7, 2003
University of Oxford Oxford, England ;E46,000 awarded December 13, 2000; E46,000 paid May 29, 2001 (For the Islamic textile collection at the Ashmolean Museum.) Amount expended to date: f22,010.68 Report received: October 26, 2001 ; annual report requested October 23, 2002; March 3, 2003; August 6, 2003
Uraversity of Oxford Oxford, England $250,000 awarded 3/12/2001 ; $250,000 paid 51112001 (For an online illustrated catalogue of the medieval manuscript collection in the Bodleain Library.) Amount expended to date: E55,786 Report received: September 2, 2003
University of Oxford Oxford, England E96,163 awarded August 19, 1996; E96,163 paid September 19, 1996 (For the Evans Archive in the Ashmolean Museum.) Amount expended to date: E96,163 Report received: January 23, 2001 GRANT CLOSED
University of Sussex Falmer, England $65,200 awarded June 3, 2000; $65,200 paid August 10, 2000 (For the collaborative research project, "The Material Renaissance: Cost and Consumption in Italy, 1300 to 1640.") Amount expended to date: $65,200 Report received: September 2, 2003 GRANT CLOSED
(83) THE J. PAUL GETTY TRUST
10 EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B. LINE 5C
Victoria and Albert Museum London, England ;E 1 141,685 awarded December 23, 1998 ; E57,343 paid April 26, 1999; f 57,342 paid December 29, 2000 (For the collection of French farniture from 1640 to 1790.) Amount expended to date: f 1 13,461 Report received: August 25, 2003
Visual Resources Association Northhampton, United States $30,000 awarded July 23, 2001 ; $30,000 paid August 24, 2001 (For the manual "Cataloging Cultural Objects: A Guide for Describing Objects and Their Images .") Amount expended to date: $30,000 Report received: March 25, 2003 GFjkNT CLOSED
The Wallace Collection London England $38,00i awarded February 9, 2000; $38,000 paid March 16, 2000 (Foi the development of an audio guide.) Amount expended to date: E23,817 ($39,025) Report received: July 2, 2003
The Wallace Collection London, England L33 .750 awarded June 15, 1999; E33,750 paid November 28, 2000 (Foi four paintings by Francesco Guardi.) Amount expended to date: E33,750 Report received: April 1, 2003 GRANT CLOSED
CLOSED IN THE YEAR ENDING JUNE 30,2002
The British Library London, England E70,500 awarded December 20, 1996 ; E70,500 paid March 11, 1997 (For the Survey of Illuminated Manuscripts .) Amount expended to date: E70,500 Report received: October 19, 2001 GRANT CLOSED
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(84) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B. LINE 5C
Centro para la Conservac16n del Patrimonio Arquitect6ruco Latinoamericano -- Delegaci6n Chilena Santiago, Chile $52,700 awarded December 17, 1999; $52,700 paid February 9, 2000 (For the Cathedral of Santiago.) Amount expended to date: $52,700 Report received: March 12, 2001 GRANT CLOSED
Comit:6 Ecuatoriano del ICOM Quito, Ecuador $9,000 awarded September 14, 2000; $9,000 paid February 8, 2001 (For a series of workshops on museum documentation.) Amount expended to date: $9,000 Report received: October 29, 2001 GRANT CLOSED
The Finnish Committee for the Restoration of the Viipuri Library Helsinki, Finland $50,000 awarded September 21, 1998 ; $50,000 paid October 21, 1999 (For the Viipuri Library, Vyborg, Russia.) Amount expended to date: $50,000 Report received: May 31, 2002 GI;UkNT CLOSED
Fondation Le Corbusier Paris, France Fr 1,380,000 awarded July 9, 1998; Fr 1,380,000 paid August 18, 1998 (For an electronic catalogue of the Le Corbusier archive .) Amount expended to date: Fr 1,380,000 Report received: February 21, 2002 GRANT CLOSED
F6rderverein "Erhaltet Kloster Jenchow!" e.V. Jerichow, Germany $22 ; 700 awarded April 18, 200 1 ; $22,700 paid August 1, 2001 (For the Cloister Church of St. Manen and Nikolas, Jerichow Cloister.) Amount expended to date: $22,700 Report received: February 7, 2002 GRANT CLOSED
0
(85) THE J. PAUL GET-rY TRUST
0 EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
F6rderverein Rir der Europ5ische Werkstatt Rir Kunst und Kultur Hellerau e.V. Dresden, Germany DM 347,255 awarded November 16, 1995 ; DM 173,627.50 paid February 27, 1997 ; DM 173,627.50 paid April 25, 1998 (For the Festspielhaus Hellerau.) Amount expended to date: DM347,255 Report received: September 5, 2002 GRANT CLOSED
Georgian National Committee for the International Council of Monuments and Sites Tbilisi, Republic of Georgia $59,400 awarded April 15, 1999; $59,400 paid May 27, 1999 (For the Chazhashi District.) Amount expended to date: $59,400 Report received: March 8, 2002 GRANT CLOSED
Hebrew University of Jerusalem Jerusalem, Israel ~ I* $90,000 awarded January 9, 1996; $90,000 paid February 13, 1996 (For the Corpus Inscriptionum Arabicarum PaIdestinae.) Arriount expended to date: $90,000 Report received: January 16, 2002 GRANT CLOSED
The Hebrew University of Jerusalem Jerusalem, Israel $250,000 awarded April 12, 1999; $83,333 paid May 13, 1999; $83,333 paid May 2, 2000; $83,334 paid March 7, 2001 (For the documentation of Jewish synagogues in the Ukraine.) Amount expended to date : $250,000 Report received: June 17 2002 GRANT CLOSED
International African Institute London, England $225,000 awarded August 25, 1994; $225,000 paid October 21, 1994 (For the West African Museums Programme to identify, classify, preserve, and interpret the photographic holdings in West African archives and museums.) Amount expended to date: $225,000 Report received: March 19, 2002 GRANT CLOSED
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(86) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED J'UNE 3 0, 2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B. LINE 5C
International Centre for the Preservation and Restoration of Cultural Property Rome, Italy $41,000 awarded February 5, 2001 ; $41,000 paid May 22, 2001 (For translation and for participants from Central and Eastern Europe and developing countries to attend the course, "Sharing Conservation Science: Pour un langage commun.") Amount expended to date: $33,74 1 ; $7,259 refunded by check January 7, 2002 Report received: January 7, 2002 GR-kNT CLOSED
International Council of Museums Paris, France $60,000 awarded December 10, 1998; $60,000 paid March 10, 1999 (For participants from developing countries to attend the Twelfth Triennial Meeting of the Committee for Conservation.) Amount expended to date: $50,025 .16 $9,974.84 refunded by check May 30, 2001 Report received: May 17, 2002 GIZANT CLOSED
International Council of Museums Paris, France $80,000 awarded June 6, 2001 ; $80,000 paid June 19, 2001 (For participants from developing countries to attend the Nineteenth General Conference.) Amount expended to date: $80,000 Report received: December 4, 2001 GF-kNT CLOSED
The International Institute for Conservation of Historic and Artistic Works London, England AUD34,365 awarded August 31, 2000; AUD34,365 paid September 12, 2000 (For delegates from South East Asia/Pacific to attend the 18th International Congress in Melbourne, Australia in October 2000.) Amount expended to date : $29,122.3 5 AUD; $2,2 80.04 US* refunded by check ($4,549.17AUD exchange= 1 : 1 . 99) Report received: May 21, 2002 GRA.NT CLOSED
Kingston Parish Church Council Swanage, Dorset, England E8,500 awarded March 10, 1999 (For the Parish Church of St. James.) Amount expended to date: N/A Report received: N/A GRkNT OFFER WITHDRAWN. NO GRANT FUNDS PAID. GRANT CLOSED.
(87) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B. LINE 5C
Organization of World Heritage Cities Quebec, Canada $60,000 awarded September 7, 200 1 ; $60,000 paid October 11, 2001 (For participants from Latin America, Central and Eastern Europe, and Africa to attend the 6th International Symposium of World Heritage Cities, Puebla, Mexico.) Amount expended to date : $44,767.65 ; $15,432.35 balance refunded by check January 4, 2002 Report received: January 4, 2002 GRANT CLOSED
Osterreichische Akademie der Wissenschaften Vienna, Austria ATS 1,476,000 awarded July 9, 1998; ATS 1,476,000 paid August 18, 1998 (For the collection of Austrian and German illuminated manuscripts from circa 1350 to circa 1410 in the Osterreichische Nat-ionalbibliothek.) Amount expended to date: ATS 1,476,000 Report received: November 15, 2001 GRANT CLOSED
Parochial Church Council of Great Budworth Great Budworth, Cheshire, England E120,000 awarded March 31, 1995 ; E60,000 paid October 12, 1995; E60,000 paid November 19, 1996 (For the Parish Church of Saint Mary and All Saints.) Am-aunt expended to date: E120,000 Report received: April 24, 2002 GRANT CLOSED
Roniaman Academy Bucharest, Romania $50,000 awarded August 16, 1993; $50,000 paid January 14, 1994 (For library acquisitions for the Institute of Art History.) Amount expended to date: $50,000 Report received: December 3, 2001 GRANT CLOSED
Ryman-Carroll Foundation 315 W. 9th Street, Suite 201 Los Angeles, CA 90015-4202 $3,400 awarded March 7, 2001 ; $3,400 paid June 27, 2001 Amount expended to date: $3,400 Report received: March 18, 2002 GRANT CLOSED
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(88) THE J. PAUL GETTY TRUST
0 EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B. LINE 5C
The State Hermitage Museum Foundation of Canada Inc. Ottawa, Canada $30,000 awarded September 14, 2000; $30,000 paid October 23, 2000 (Foi the planning phase of the collection inventory project.) Amount expended to date: $30,000 Report received: December 4, 2001 GRANT CLOSED
Teachers Documentary Project Inc . Los Angeles, CA United States $25 5,521 awarded February 7, 2000; $55,521 paid October 12, 1999 ; $200,000 awarded February 10, 2000 (For the development of a documentary project about teaching.) Amount expended to date : $255,521 Report received: October 10, 2002 G%kNT CLOSED
Teachers Documentary Project Inc. Los Angeles, CA United States $800,000 awarded April 7, 2000; $800,000 paid April 24, 2000 (For the development of a documentary film about the art of teaching and the experience of new teachers.) Amount expended to date: $800,000 Report received: October 10, 2002 GRANT CLOSED
The Textile Conservation Centre Hampshire, England E154,703 awarded June 22, 1998 (Grant amount amended from E161,680); E154,703 paid March 9, 1999 (For laboratory equipment.) Amount expended to date: f 154,703 Report received: July 23, 2001 GR-,kNT CLOSED
University of Cambridge Cambridge, England E40,400 awarded October 16, 2001 ; E40,400 paid February 28, 2002 (For the acquisition of equipment for the Hamilton Kerr Institute .) Amount expended to date: E40,400 Report received: August 30, 2002 GRANT CLOSED
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(89) THE J. PAUL GETTY TRUST
10 EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED J-UNE 30, 2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
University of Cambridge Cambridge, England $34,900 awarded May 25, 1999; $34,900 paid August 26, 1999 (For the symposiurn, "Illicit Antiquities: The Destruction of the World's Archaeological Heritage.") Amount expended to date: $34,900 Report received: November 20, 2001 GRANT CLOSED
University College London London, England E201,088 awarded June 7, 2000, E201,088 paid on July 7, 2001 (For the refurbishment of the conservation laboratories.) Amount expended to date: f 195,898.09; E5,189.91 refunded by check November 6, 2001 Report received: November 6, 2001 GRANT CLOSED
The University of Edinburgh Edinburgh, Scotland E14 1,517 awarded April 6, 1998 (Grant amount amended from E150,000); E141,517 paid June 4, 1998 ("The City and Spirituality in Modernity," a collaborative project of lain Boyd Whyte, David Frisby, and Volker Welter.) Amount expended to date: f 141,517 Report received: October 1, 2001 GRANT CLOSED
University of Moratuwa Moratuwa, Sri Lanka $43,500 awarded June 30, 1995 ; $43,500 paid September 12, 1995 (For the Citadel and Square of the Temple of Tooth Relic at Polonnaruwa.) Amount expended to date: $43,500 Report received: April, 9, 2002 GRANT CLOSED
Utrecht University Utrecht, The Netherlands 166,000 NLG awarded November 30, 2000; 55,334 NLG paid March 8, 2001 (For the translation of the ICONCLASS system into German, French and Italian.) AmDunt expended to date: 42,281 NLG; balance remaining from first payment, 5,877.82 EUR (the equivalent of 12,953 NLG) refunded by check January 15, 2002 (NLG replaced by EUR); the unpaid balance (110,666 NLG) of the grant was subsequently cancelled in April 2002 and no additional payments were made. Report received: December 12, 2001 GRNNT CLOSED
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(90) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
INFORMATION REGARDING EXPENDITURE RESPONSIBILITY GRANTS -- PART VII - B, LINE 5C
Vancouver Art Gallery Association Vancouver, British Columbia, Canada $76,811 awarded March 30, 2000; $76,811 paid May 3, 2000 (For the collection .) Amount expended to date: $76,811 Report received: May 23, 2002 GRANT CLOSED
Village Green Owners Association Los Angeles, CA 90016 $45,000 awarded July 14, 2000; $45,000 paid September 17, 2000 (For the Reginald Johnson reception room and the Rico Lebrun mural.) Amount expended to date: $43,992.07; $1 .007.93 refunded by check October 14, 2001 Report received: October 14, 2001 GRANT CLOSED
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(91) 1 THE J. PAUL GETTY TRUST 0 EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
COMPENSATION OF OFFICERS, DIRECTORS AND TRUSTEES -- PART VIII, SUBPART 1 :
Time Contribution Expense Devoted to Employee Account to Benefit Plans and and Other Name and Address Title Position (a) Conivensation Deferred Comp_ Allowances (b)
Lewis W. Bernard Vice Chairman of 1 .5 - - 1200 Getty Center Drive the Board of Trustees Los Angeles, CA 90049
John H. Biggs Trustee 1 .5 - - 1200 Getty Center Drive Los Angeles, CA 90049
Louise H. Bryson Trustee 1 .5 - - 1200 Getty Center Drive Los Angeles, CA 90049
Ronald W. Burkle Trustee 1 .5 - - 1200 Getty Center Drive Los Angeles, CA 90049
Ramon C. Cortines Trustee 1 .5 - - 1200 Getty Center Drive Los Angeles, CA 90049
Barbara Fleischman Trustee 1 .5 - - 1200 Getty Center Drive Los Angeles, CA 90049
David P. Gardner Chairman of the 1 .5 - - 1200 Getty Center Drive Board of Trustees Los Angeles, CA 90049
Agnes Gund Trustee 1 .5 - - 1200 Getty Center Drive Los Angeles, CA 90049
W
(92) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
COMPENSATION OF OFFICERS, DIRECTORS AND TRUSTEES -- PART VIII, SUBPART 1 :
Time Contribution Expense Devoted to Employee Account to Benefit Plans and and Other Name and Address Title Position (a) Compensation Deferred Comp. Allowances (b)
Helene L. Kaplan Vice Chairman of 1 .5 - - 1200 Getty Center Drive the Board of Trustees Los Angeles, CA 90049
Barry Munitz Trustee, 38 567,500 (c) 348,801 (d) 13,071 1200 Getty Center Drive President and CEO Los Angeles, CA 90049
Luis Nogales Trustee 1 .5 - - - 1200 Getty Center Drive Los Angeles, CA 90049
Blenda. J. Wilson Trustee 1 .5 1200 Getty Center Drive Los Angeles, CA 90049
Ira E. Yellin Trustee 1 .5 - - - 1200 Getty Center Drive Los Angeles, CA 90049
David Bigley Assistant 38 105,894 12,545 16,552 1200 Getty Center Drive Controller Los Angeles, CA 90049 (partial year)
Peter Erichsen Vice President 38 303,000 (e) 25,691 35,445 1200 Getty Center Drive General Counsel and Secretary Los Angeles, CA 90049
Deborah Gribbon Vice President 38 350,000 (f) 33,777 46,914 1200 Getty Center Drive and Director of the J. Paul Getty Museum Los Angeles, CA 90049
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EMPLOYER IDENTIFICATION NO. 95-1790021
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COMPENSATION OF OFFICERS, DIRECTORS AND TRUSTEES -- PART VIII, SUBPART 1 :
Time Contribution Expense Devoted to Employee Account to Benefit Plans and and Other Name and Address Title Position (a Com2ensation Deferred Comp. Allowances Lb)
Pamela Johnson Vice President 38 27,764 (g) 4,243 8,858 1200 Getty Center Drive for Communications and Corporate Relations Los Angeles, CA 90049 (partial year)
Sandra Parker Treasurer 38 75,399 (h) 2,289 13,940 1200 Getty Center Drive (partial year) Los Angeles, CA 90049
Stephen Rountree Executive 38 234,309 (i) 458,900 48,315 1200 Getty Center Drive Vice President and Los Angeles, CA 90049 Chief Operating Officer
Bradley W. Wells Vice President 38 242,172 (k) 22,235 34,044 1200 Getty Center Drive for Finance and Administration Los Angeles, CA 90049
Alma K. Whitlow Controller 38 141,980 21,787 16,985 1200 Getty Center Drive Los Angeles, CA 90049
James Williams Vice President 38 380,633 (1) 21,116 68,635 1200 Getty Center Drive and Chief Investment Officer Los Angeles, CA 90049 (partial year)
TOTAL OFFICER COMPENSATION 2,428,651
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EMPLOYER IDENTIFICATION NO . 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 3 0, 2003
COMPENSATION OF OFFICERS, DIRECTORS AND TRUSTEES -- PART VIII, SUBPART 1 :
Time Contribution Expense Devoted to Employee Account to Benefit Plans and and Other Name and Address Title Position (a) Compensation Deferred Comp. Allowances (b)
(a) Tnistees attend quarterly board meetings which generally last two days and in addition attend miscellaneous other functions. The standard work schedule for a two week period is 9 days totaling 76 hours which equals approximately 38 hours per week. (b) Includes automobile, housing and other allowances as applicable. (c) Does not include $121,313 paid to state and federal taxing authorities on behalf of the employee on a portion of the supplemental retirement benefits reported in footnote (d). (d) Includes $143,563 representing six months of accrual of liability benefit due on 12/31/2003 . (e) Does not include a $25,000 payment in lieu of supplemental retirement and a $3,900 payment for benefits lost due to Internal Revenue Code lim~itations. (f) Does not include a $50,000 payment in lieu of supplemental retirement and a $70,851 payment for benefits lost due to Internal Revenue Code limitations. (g) Does not include a transition payment of $127,500 made in connection with commencement of employment with the J. Paul Getty Trust. (h) Does not include a $16,800 payment for benefits lost due to Internal Revenue Code limitations and a $375,000 payment provided upon the employee's separation of employment from the Trust. (i) Does not include $180,000 provided upon the employee's separation of employment from the Trust, $1,026,926 paid to state and federal taxing authorities on behalf of the employee on the supplemental retirement benefits reported in footnote 0), and a $3,700 payment for benefits lost due to Inter-nal Revenue Code limitations. 0) Includes the net periodic pension cost of the suplemental employee retirement plan of $441,355, which vested on 1/31/2003. (k) Does not include a $1,428 payment for benefits lost due to Internal Revenue Code limitations. (1) Does not include a transition payment of $750,000 made in connection with commencement of employment with the J. Paul Getty Trust.
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COMPENSATION OF FIVE HIGHEST PAID EMPLOYEES -- PART VIII. SUBPART 2 :
Time Contribution Expense Devoted to Employee Account to Benefit Plans and and Other Name and Address Title Position (a) Compensation Deferred Como, Allowances (b)
Thomas Crow Director of 38 230,000 (c) 31,391 123,942 1200 Getty Center Drive Getty Research Institute Los Angeles, CA 90049
Marilyn Gillette Director of 38 227,750 (d) 32,039 29,012 1200 Getty Center Drive Information Technology Services Los Angeles, CA 90049
Deborah Marrow Director of 38 2 10,000 (e) 36,076 43,024 1200 Getty Center Drive Getty Grant Program and Los Angeles, CA 90049 Dean for External Relations
Marianne Rusk Director of 38 230,000 (f) 64,609 30,908 1200 Getty Center Drive Human Resources Los Angeles, CA 90049
Curtis Williams Director of 38 225,697 (g) 24,908 29,237 1200 Getty Center Drive Operations Los Angeles, CA 90049
(a) The standard work schedule for a two week period is 9 days totaling 76 hours which equals approximately 38 hours per week. (b) Includes automobile, housing and other allowances as applicable. (c) Does not include a $ 1, 100 payment for benefits lost due to Internal Revenue Code limitations. (d) Does not include a $17,004 payment for benefits lost due to Internal Revenue Code limitations. (e) Does not include a $15,209 payment for benefits lost due to Internal Revenue Code limitations. (f) Does not include a $24,051 payment for benefits lost due to Internal Revenue Code limitations. (g) Does not include a $17,284 payment for benefits lost due to Internal Revenue Code limitations.
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FIVE HIGHEST PAID PERSONS FOR PROFESSIONAL SERVICES -- PART VIII, SUBPART 3:
Name and Address Type of Service Compensation
SPF Architects Architecture 4,226,016 Los Angeles, CA
Capital Guardian Trust Company Investment Management 1,370,651 Brea, CA
Putnam Investments Investment Management 1,281,086 Boston, MA
T. Rowe Price Associates, Inc. Investment Management 1,173,776 Baltimore, MD
Machado & Silvetti Associates, Inc. Architecture 1,122,157 Boston, MA
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SUMMARY OF DIRECT CHARITABLE ACTIVITIES--PART IX-A
THE J. PAUL GETTY MUSEUM 1,340,475 people visited the Museum free of charge during FY03 . In addition to presenting works of art from the permanents collection and temporary exhibitions (a total of 19 during the fiscal year), the Museum provided a wide variety of free interpretive materials, programs, and services on a daily basis. These included printed materials and an audioguide for the galleries, gallery and architecture tours, Art Information Rooms, a Family Room, the Art Access systern, an orientation film, and a variety of printed materials, including maps and visitor guides. The Museum published 29 new titles during FY03.
Education In addition to the activities listed above, which are available to all visitors on a daily basis, the Museum Education Department provided a variety of other free activities and services . They included:
4 large-scale Family Festivals, which featured art-making activities, gallery activities, storytelling, and a lively variety of community-based performers related to current exhibitions. Approximately 0 31,048 people attended during the fiscal year. The School Program served approximately 71,671 students and teachers dunng FY03 . We also spent $67,886 on bus transportation for Title I schools, providing approximately 226 bus rentals this year.
Weekend Family Workshops, Weekend Storytelling, Getty Getaway Days, Artful Sundays and Art Adventures, (programs offered in English and Spanish), served families with children.
Professional Development Workshops, Community Collaboration Workshops, Teacher Collaboration Workshops, Community Group Tours, and the Teacher Resource Center served local educators and community organizations to help them integrate art education into their activities.
The Museum provided 22 lectures (5,062 attendees), and 8 seminars (911 attendees) free of charge.
There were 43 free performing arts programs (28,291 attendees) in FY03 including the senes Fnday Nights at the Getty, Summer Sessions, Garden Concerts for Kids, and Sounds of LA. In addition to free performances, there were 11 ticketed performances (3,100 attendees) in FY03 including Gordon Getty Concerts, Selected Shorts, and theater performances.
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SUWi4ARY OF DIRECT CHARITABLE ACTIVITIES--PART IX-A
Conservation The Paintings Conservation department carried out work on several recent acquisitions, including Corot's Houses near Orl6ans, Hobberna's Wooded Landscape with Travelers, and Degas' The Convalescent. The study and treatment of Salvator Rosa's Allegory of Fortune, which presents numerous difficult conservation issues, was also started .
A number of outside projects were carried out as part of the department's ongoing program of providing conservation services to other institutions. These included study and treatment of two paintings by Jean-Baptiste Greuze that were included in the Getty's Greuze exhibition: The Wool Winder from The Frick Collection in New York and The Drunken Cobbler from the Portland Art Museum, Oregon.
Pieter Saenredam's The Interior of the St. Bavokerk in Haarlem, from the National Gallery of Warsaw, also received treatment after the close of the Getty Museum's exhibition The Sacred Spaces of Pieter Saenredam.
A beautiful Still Life by Balthasar van der Ast from the Taft Museum in Cincinnati, Ohio was stabilized, cleaned, and restored . It is currently on view in the galleries prior to its return to the Taft.
Work was begun on the treatment of The Virgin of Belen by Bartolom6 Esteban Murillo from the Portland Art Museum in Oregon. it will go on display in fall 2003 .
Work was completed on a number of other projects, including a very damaged panel by Pacino da Buonaguida from the Yale University Art Gallery, Connecticut, a Rafaellino del Garbo altarpiece from the Ringling Museum in Sarasota, Florida, and a tondo by Piero di Cosimo from the Philbrook Museum of Art in Tulsa, Oklahoma. All three paintings were returned to their home institutions .
Development of a support council for the Paintings Conservation department continued . Current membership stands at twenty, and critical support was slated for a number of worthy outside projects, as noted below:
Two very large paintings by Jean-Baptiste Oudry, a Lion and a Rhinoceros, from the Staatliche Museum in Schwerin, Germany are currently undergoing a complex conservation treatment. The work involves cleaning, consolidating flaking paint, stretching on new strainers, filling, and retouching. The paintings will be displayed in the galleries, perhaps as part of a larger special exhibition dedicated to Oudry's Menagerie. Interest in participating in this exhibition has already been expressed by the Museum of Fine Arts in Houston and the Cleveland Museum of Art. Funding for the initial stages of this project was provided by a generous grant from the Friends of Heritage Preservation. Continued support has been provided by the Paintings Conservation Council.
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An important full-length portrait by Velazquez, Gaspar de Gtizman, Couni-Duke of Olivares, from The Hispanic Society in New York, arrived at the Getty in summer 2003 for study and treatment.
Five paintings from the Krbller-M[Oller Museum in Otterlo, the Netherlands, will come to the Getty in fall 2003: Tintoretto, Portrait of a Man; Pissarro, The Rainbow ; C6zanne, Road Leading to a Lake; Signac, House Under Construction ; il Gaetano, Self-Portrait ; and Cranach, Portrait of John the Steadfast. The pictures will be accompanied by the conservator from the Kr6lier-Mdller, who will work as a guest in the paintings conservation department for three months at the beginning of the project.
in the spring of 2003, the Paintings Conservation department participated in a symposium held at Yale University in New Haven, Connecticut. Entitled Early Italian Paintings: Approaches to Conservation, the symposium presented the current collaboration between the Yale University Art Gallery and the J. Paul Getty Museum, including a history of Yale's collections, past conservation treatments, the state of the paintings, and recent treatments. An international group of conservators, scientists and scholars discussed the 20'h-century conservation of early Italian paintings . Special 0 attention was given to discussing the benefits of multi-d isc ipl i nary collaborations between conservators, scientists and art historians. The proceedings of the symposium were edited and published in spring 2003.
The publication, Personal Viewpoints: Thoughts about Paintings Conservation (from the Getty Conservation Institute), which appeared in summer 2003, examines current practices of painting conservators and highlights the values, concepts, and theoretical commitments that animate the best conservation work.
The second volume in the Getty Conservation Institute's Readings in Conservation series is being edited by Mark Leonard and David Bomford (Senior Restorer, National Gallery, London). Work on the manuscript was carried out during FY03, and the manuscript is scheduled for completion in fall 2003.
Head of Paintings Conservation Mark Leonard presented a public lecture, The Restorer's Work: Thoughts about the Art and Science of Paintings Conservation at the Getty Center in October of 2002, as part of the Getty Conservation Institute's Issues in Conservation series.
One of the largest projects undertaken by the Paper Conservation department in FY03 was the conservation treatment of 85 photographs for the Lee Miller Archives, London . Consisting of work by artists such as Lee Miller, Man Ray, and Roland Penrose, this group was part of the Getty Museum's exhibition Surrealist Muse: Lee Miller, Roland Penrose, and Man Ray, 1925-1945. Many of the prints were in poor condition and required major conservation treatment.
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SUMMARY OF DIRECT CHARITABLE ACTIVITIES--PART IX-A
Illuminating the Renaissance: The Triumph of Flemish Manuscript Illumination in Europe was the department's largest exhibition project of FY03. Associate Conservator Nancy Turner, aided by Mountmaker Lynne Kaneshiro and other staff, devoted hundreds of hours to the conservation aspects of this show with over eighty international lenders. The work included: Numerous conservation treatments including the on-site conservation treatment of the Hastings Hours at the Museo Lazarr-Galdiano in Madrid
Travel to other collections and institutions for the examination and writing of condition reports for several manuscripts lent to the exhibition, including the Imhoff Hours, the Montserrat Hours, and the Livres de Voustre demeure; Establishment and writing of conservation guidelines pertaining to indemnity and loan issues, Extensive involvement with the development of the display case and cradle designs.
Coordination of the work of four consulting conservators abroad in a variety of work in order to satisfy the requirements of U.S. Indemnity ; Coordination of all handling and display specifications with almost 50 lenders (this covered framing, mounting, packing, exhibition cases, installations data, etc.), working closely with the departments of 0 Preparation, the Registrar, and Exhibition Design, The examination and condition reporting of all Getty Museum's collection objects in the exhibition as well as over 100 objects borrowed from 50 lenders, Research on Flemish manuscript painting techniques for a talk given at the Manuscripts symposium in September, 2003.
Associate Conservator Nancy Turner traveled to the Museo Lazarro-Galdiano in Madrid, Spain, to perform the conservation treatment of their Hastings Hours. It was then lent to the Getty Museum's exhibition Illuminating the Renaissance : The Triumph of Flemish Manuscript Painting in Europe.
Hundreds of objects from the Getty Museum's collections were prepared for display in the annual rotations of 14 rotating exhibitions for Drawings, Manuscripts, and Photographs . These included : Manuscripts: Songs of Praise: Illuminated Choir Books The Medieval Bestseller: Illuminated Books of Hours Five Hundred Years o Manuscript Illumination Making of a Medieval Book Picturing the Natural World
Photographs: Railroad Vision Gustave Le Gray, Photographer About Life: The Photographs of Dorothea Lange Surrealist Muse: Lee Miller, Roland Penrose, and Man Ray, 1925-1945
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Strange Days: Photographsfrom the Sixties by Arbus, Eggleston, and Winogrand
Drawings: Dutch Drawings of the Golden Age French Drawings in the Age of Greuze Mise en Page: The Art of Composing on Paper Between Heaven and Earth: Images of Christ and the Virgin
The Paper Conservation department also participated in numerous special exhibitions beyond the rotating exhibition schedule such as The Sacred Spaces of Pieter Saenredam (deinstallation), Greuze the Draughtsman, and the Richard Ross Villa photographs show.
Nancy Turner co-curated the third showing of Making of a Medieval Book with Mari-Tere Alvarez from Education and Beth Morrison from the Manuscripts department. The work included preparation of labels and audio-guide stops (interview sessions about objects in show), and training of gallery teachers.
Ten manuscripts were conserved for loan to various institutions, including the Bibliotheque National de France, Paris, Leuven, Belgium, and the Walters Art Museum, Baltimore. Over ninety photographs were conserved for loan to other institutions including the Musee D'Orsay, Paris, the Fine Arts Museums of San Francisco, and the National Gallery of Art, Washington, DC.
Reporting on part of her ongoing research of the Museum's pastel collection, Nancy Yocco gave the lecture "The Construction and Technique of the Portrait of President de Rieux by Maurice-Quentin de la Tour" at the 2003 ISECS Congress.
The Decorative Arts and Sculpture Conservation department collaborated with The Royal Collection, London, in the analysis of Benvenuto Cellini's Satyr. The department conducted technical study comparing the Satyr in the Royal Collection to a similar work in the Museum collection. Getty conservator lane Bassett co-authored a paper for publication in the Burlington Magazine.
The department provided expertise concerning analysis and treatment of Jean Dubuffet, Le Deviseur 11, in collaboration with the Nasher Sculpture Center conservator and the Getty Conservation Institute.
The department also carried out analysis of the stratigraphy of the polychromed figures on the cabinet attributed to Andre-Charles Boulle in the Wallace Collection, London, as well as the pendant to the Getty Museum's Boulle cabinet in the collection of the Duke of Beccleuch at Drumlanrig
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Castle in Scotland. The work was carried out in an effort to understand the original stratigraphy of the carved figures on the Getty Museum's cabinet.
The department carried out stratigraphic analysis, and pigment and binding media identification on the retablo recently installed in the cathedral of our Lady of the Angles, Los Angeles.
Head conservator Brian Considine consulted with the curatorial staff at the White House on their collection of European furniture; with the Prussian Palaces and Gardens Administration on the conservation of a gilt-bronze, Sevres porcelain chandelier, and a Boulle marquetry clock; and with the Horace Walpole Library at Yale University on the conservation of a Boulle marquetry coffer.
Brian Considine researched, curated, wrote didactic materials and display labels, and guided the design and installation of the Getty Museum's special exhibition The Making of Furniture, which will be on display through 2004.
Conservator Jane Bassett acted as the courier for 49 pieces of stained glass acquired from the Sam Fogg Collection in London. She coordinated the objects' stabilization and preliminary restoration 0 for their display in the October 2003 exhibition Images in Light: Newly Acquired Stained Glass.
Conservator Arlen Heginbotham performed extensive authentication research of the Getty Museum's Burgundian Cabinet, traveling to Scotland, France, and Philadelphia to closely study similar cabinets created by Hughes Sambin, now believed to be the maker of the Burgundian Cabinet. His work included dendrochronological testing of the cabinet's wood, which confirmed a mid 16'h' century creation date. He will be lecturing on his finding in February of 2004.
Conservator Julie Wolfe performed her ongoing research of the auto-tamishing of silver and safe- marble cleaning techniques, long-term projects which will continue beyond 2003.
RESEARCH AND LIBRARY The Getty Research Institute anchors the Getty's research mission and its goal of advancing scholarship in the fields of art and art history. It exists to bring together all the resources and activities required to advance understanding of the visual arts taken in their widest possible significance. The Research Library and the Getty Research Institute provide valuable support for scholars through a residential scholars program and extensive research collections, which include manuscripts, archives, photographs, artists' books, architectural models, two million study photographs, and 876,000 volumes of books, periodicals, and auction catalogues. Access to the collections and to scholarship conducted at the Research Institute is made available at the local, national, and international levels through active publications and exhibitions programs, online databases, and a wide range of public programming that includes lectures, performances, and symposia.
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SUMMARY OF DIRECT CHARITABLE ACTIVITIES--PART IX-A
The Research Library The Research Library was open to serve outside patrons more than 54 hours per week. 3,156 readers were registered to use the Library during those hours. Research Library staff answered 39,960 reference requests, 74% (29,435) of which circulated to outside patrons . The Research Library circulated 72,168 items, 41% (29,415) of which were made by outside patrons . The Interlibrary Loan unit received 2,467 requests from other libraries and academic institutions and filled 67% (1,639) of those requests.
The Research Library recorded 13,164 visits by outside patrons to the collections. Outside browsers worldwide performed approximately 160,000 searches remotely on the Research Library's online catalog that is available via the Web. The Research Library loaned 42 items for public exhibition to outside institutions.
In collaboration with the American Printing History Association (APHA)The Chief Librarian's Office hosted the annual J. Ben Lieberman Memorial Lecture and reception. The lecture was open to the public and was delivered by printer/typographer Jack Stauffacher, in the form of a conversation with Matthew Carter.
The Research Databases department of the Research Library manages three projects: The Bibliography of the History of Art (BHA), is jointly published by the Getty and by the Institut de l'Information Scientifique et Technique (INIST) in France, and collaborators in ten European countries contribute material to the Research Institute for inclusion in it. The BHA was increased by over 2 1,000 records this year, bringing the total to about 275,000 records . That database is available through DIALOG, Research Libraries Information Network (RLG), and Ovid Technologies, Inc. The last printed volume was issued in early 2001 (it is now available electronically only).
The Provenance Index department provided training, photocopies, books, and software to local, national, and international collaborative partners. The Provenance Index also provided training and updates on the software system used by the Provenance Documentation Collaborative (an international project overseen by the Provenance Index focused on the documentation of works of art). The Provenance Index Databases, totaling over 950,000 records, are available to the public free-of-charge on a newly designed website: www.getty.edu/research/conducting research/provenance index/. Technical support and assistance in using the website is also included. In addition, the staff continues to perform provenance research, at no charge, on paintings at the request of museums, curators, private individuals, scholars, and dealers .
The Avery Index to Architectural Periodicals produced at Columbia University added over 70,000 records to its database last year, and the database now includes over 470,000 records. The Getty produced its own CD-ROM version for the last time in 2002, and the database is now distributed
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through the distributors NISC International, Inc. and Research Libraries Information Network (RLG). Beginning in the fall of 2003 the Avery will be distributed by EBSCO Publishing and by Cambridge Scientific Abstracts (CSA).
The Head of Research Databases at the Research Library, and Getty Web Services, Software Engineer and Usability Expert, contributed their time and traveled to the National Federation of Abstracting and Indexing Services (NFAIS) Humanities Roundtable held in Chicago on October 2 1, 2002. This roundtable was supported by Getty Research Institute and the American Theological Library Association (ATLA) . The Getty hosted the luncheon at this one-day roundtable.
Digital Resource Management and Vocabulary Program The Digital Resource Management and Vocabulary Programs provided mentoring and training, including workshops, to staff from numerous non-profit cultural organizations during fiscal year 2003 :
Donated services as faculty for the UCLA "Summer Institute for Knowledge Sharing": the head of the department was one of the organizers and facilitators for the 4-day program, and also presented 2 workshop modules; other staff presented workshop modules focusing on the production, management, and preservation of digital resources . The department head gave a presentation and facilitated a breakout group at a meeting of the Moving Image Collection working group at the Library of Congress in July 2002.
Organized and hosted a seminar on cataloguing iconographic content of images, which was attended by more than 120 cultural heritage information professionals from the Southern California area. A panel of four speakers was chaired by the department head; one of the speakers was Vocabulary Program staff.
Hosted a week-long series of meetings at the Getty Center with the managers of two projects to create full foreign-language versions of the Art & Architecture Thesaurus: the Centro de Documentaci6n de Bienes Patrimoniales (Santiago, Chile) and the Netherlands Institute for Art History. The meetings focused on issues in multilingual equivalency work, principles of thesaurus construction, and maintaining a one-to-one correspondence between the original AAT in English created and maintained by the Getty, and the translations of the AAT.
Organized and led a panel of Getty speakers for a meeting of the Greater Los Angeles Association of Record Managers (GLA/ARMA). Taught a workshop on cataloging new media at the annual conference of the Visual Resources Association. Donated services at the Northeast Document Conservation Center's "School for Scanning," a 3-day program on creating, managing, and preserving digital collections held at the Getty Center.
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Served as an advisor on the CLIMB (Computational Linguistics for Metadata Building) project at Columbia University, attended a meeting and gave a presentation.
Organized a project under the aegis of the Visual Resources Association (VRA). The outcome of the project will be a manual called Cataloguing Cultural Obiects: A Guide to Describing Cultural Works and their Ima-oes. The managing editor of the Vocabu]M Program is the lead writer on the project, and the department head is the main editor. This manual is intended to provide much- needed guidelines for descriptive cataloging, shared documentation, and enhanced end-user access in the art information and cultural heritage communities. As of this writing, most of the chapters of the manual are available in draft form on the VRA Web site (http://www.vraweb-orp,/CCOweb/index .htmi).
Provided standards, vocabulary implementation, and digital resource management and preservation mentoring to staff from cultural heritage and educational organizations from the US and other countries, including workshops and seminars, and via e-mail, telephone or in person. Organizations that received mentoring in Fiscal Year 2003 include the Barnes Foundation in Philadelphia; the 0 School of Information Studies, UCLA (participation in cuff iculum development, master's program portfolio reviews, and other activities) ; ARTstor; the California Institute of the Arts; the San Francisco Museum of Modem Art; the Metropolitan Museum of Art, NY; the Statliche Museen, Berlin; the Albers Foundation; the Association of Moving Image Archivists' Moving Image Collection project; the Autry Museum of Western Heritage; the Southwest Museum; the ICONCLASS Research and Development Group, University of Utrecht; the Courtauld Institute of Art; the Greater Los Angeles ARMA (Association of Record Managers); the Visual Arts Data Service, UK; the Museum Computer Network.
The three Getty vocabulary databases (Art & Architecture Thesaurus, Union List of Artist Names, Getty Thesaurus of Geographic Names) continued to be available on the World Wide Web free of charge. Average usage for all three vocabularies for fiscal year 2003 was between 180,000 and 200,000 queries per month, with users from all fifty United States and many foreign countries; the preponderance of usage of the Getty vocabularies on the Web is from dot edu and dot org institutions. Digital Resource Management and Vocabulary Program online publications, including Introduction to Imaging and Introduction to Metadata, are also available free of charge on the Web and are typically among the top 20 Research Institute online resources accessed by users. The digital library resources or image collections are available free of charge on the Web, with Monuments of the Future: Designs by El Lissitzky, Mexico: From Empire to Revolution, The Edible Monument, 19`4 Century Photography of Ancient Greece, and The Art of David Tudor receiving the most visits.
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Other Public Events Poetry Readings. During the course of the year the Research Institute co-sponsored four poetry readings with the Poetry Society of America in Los Angeles. Each reading was held at the Getty Center. The Research and Education Department also hosted "Dear Editor" : A 90d' Anniversary Celebration of Poetry Magazine. This public presentation featured a selection of letters and poems from Ezra Pound, Robert Frost, Wallace Stevens, Edna St. Vincent Millay, Amy Lowell, William Carlos Williams, Edgar Lee Masters, Sylvia Plath, and many other poets whose work has appeared in the pages of Poetry Magazine throughout its 90-year history.
Modern A rt in Los Angeles: The Late Forties. The Research Institute Director led a conversation with eminent members of the Los Angeles art scene in the 1940s, including James Byrnes, Frederick Hammersley, Henry Hopkins, and Walter Hopps.
Film Series. A series of five film screenings and discussions was offered in conjunction with the Biography theme. Additionally, three public events showcased the work of filmmaker Peter Forgacs, whose interactive exhibition The Danube Exodus: The Rippling Currents of the River was on display at the Research Institute. Forgacs' film A Bib6 Reader received its U.S. premiere and Free Fall Oratorio was screened with live narration and music. A panel discussion on Biography in Film explored cinematic representations of history and biography, focusing on the work of Forgacs and Mark Jonathan Harris .
Panel: The Importance of Translation in Art History: A Panel Discussion in Honor of David Britt. This event honored the memory of David Britt, who is renowned for his brilliant translations from French and German into English. Eminent colleagues from the academic and publishing worlds came together at the Villa Aurora in Pacific Palisades to discuss pressing issues faced in using English translation to make connections among art historians from around the world.
Publications The Publications Program published : Observations by Giambattista Piranesi Concerning the Letter of M. Mariette, introduction by John Wilton Ely, September 2002 ; Lookingfor Los Angeles: Architecture, Film, Photography, and the Urban Landscape, eds. Charles G. Salas and Michael S. Roth, I st reprint September 2002; Devices of Wonder: From the World in a Box to Images on a Screen (exh. cat.), eds. Barbara Maria Stafford and Frances Terpak, 3rd reprint November 2002; Claiming the SlonesINaming the Bones: Cultural Propeny and the Negotiation of National and Ethnic Identity, eds. Elazar Barkan and Ronald Bush, December 2002; Carl Gustav Carus, Nine Letters on Landscape Painting, Written in the Years 1815-1824, with a Letterfrom Goethe by Way of Introduction, introduction by Oskar Baetschmann, December 2002; Representing the Passions: Histories, Bodies, Visions, ed. Richard Meyer, January 2003
go
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Exhibitions The following exhibitions were produced by the Research Institute's Exhibition program, and presented in the Research Institute's galleries:
Robert Motherwell: A la pintura March 4, 2003-June 22, 2003 Curator: Barbara Anderson
Landscapes of Myth November 5, 2002-February 2, 2003 Curator: Claire Lyons
The Danube Exodus: the Rippling Currents of the River August 17, 2002-September 28, 2002 Curators: P6ter Forgdcs, history filmmaker, media artist, and former GRI scholar; Marsha Kinder, Director, the Labyrinth Project, Annenberg Center for Communications, USC ; and Zaia Alexander, 0 Associate Curator of the exhibition and Project Associate, GRI
CONSERVATION Research, field work and dissemination of information related to international, multidisciplinary projects were initiated or continued in North, Central and South America, the Mediterranean region, Europe and China. Some of the Institute's detailed accomplishments in fieldwork and dissemination are listed below:
Between July 6 and 18, 2002, the GCI and the President of CONCULTURA officially presented the management plan for the archaeological site of Joya de Ceren, El Salvador to the Vice President of El Salvador. The plan includes all the projects necessary for the development of the site and its conservation.
The Principles for the Conservation of Heritage Sites in China (English translation with Chinese text) was published and distributed. This publication will be used for the conservation of monuments and sites throughout China and will serve as a guide in other Asia Region countries.
Between September 26 and October 26, 2002, the first Mosaic Maintenance training course was held for a new group of technicians from Institut National du Patrimoine (INP), our project partners. The ten technicians came from different sites in the central region of Tunisia and were trained in documentation techniques, which will serve as the basis of planning and carrying out maintenance treatments on mosaics in situ. The second campaign for training of the second group of I I trainees- technicians was carried out over five weeks at the site of Nabeul in Tunisia in May-June 2003 . This campaign focused on maintenance treatment of mosaics, and provided lessons and supervised
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experience in carrying out cleaning operations and stabilization treatments using lime-based mortars.
A colloquium on Reburial of Archaeological Sites was held in New Mexico, March 2003, jointly organized by the Getty Conservation Institute, the National Park Service, and ICCROM. This event brought together in a small and intensive forum 42 professionals from Europe, Mexico and the US with expertise in reburial of archaeological sites, for the purpose of significantly advancing the theory and practice of reburial as a conservation intervention. Themes discussed included: the decision to rebury; the reburial environment ; the technical design of reburial interventions; and the testing and long-term monitoring strategies. The colloquium also included visits to the sites of Chaco Canyon and Aztec. The proceedings of the colloquium will be selected, edited, peer- reviewed and published in a volume of Conservation and Management of Archaeological Sites (CMAS).
The Fifth World Archaeological Congress (WAC-5) was held in Washington, DC on June 21-26, 2003, and was the first time that the conservation profession has mobilized a significant presence at a major archaeological congress. The GCI's developed conservation theme consisted of eleven panel discussions and three plenary sessions. The GCI enabled a Chinese delegation to participate in go a WAC congress for the first time, one consequence being that there is now a member from China on the WAC Council. The GCI leadership developing and executing this program at WAC-5 represents a significant step in strengthening the relationship between the two professions as well as enhancing our own role and reputation within conservation.
The first Conservation Education Director's Retreat was held at the Airlie Center in Warrenton, Virginia from October 10- 1 2, 2002 . The retreat was offered by the GCI in partnership with the American Institute for Conservation of Artistic and Historic Works (AIC) to further develop needs and strategies for AIC's newly expanding program of professional development for conservation. Participants included directors of US and Canadian conservation degree programs and leaders in conservation education from the National Park Service, the National Center for Preservation Training and Technology, the Association of Regional Conservation Centers, and the National Endowment for the Humanities.
The GCI collaborated with the Centre for Sustainable Heritage of University College London (UCL) in a two-part course, Historic Building, Collections and Sites: Sustainable Strategiesfor Conservation, Management and Use. The course was designed for senior-level conservators, architects and cultural resource managers. The first part of the course took place from April I to May 30, and was designed to provide participants with a foundation of readings and assigned work via a course website supported by UCL. This preliminary web-based phase provided a foundation for the second part of the course, which took the form of a classroom-based interdisciplinary workshop at UCL from June 16-June27 . This project produced a body of teaching materials that the GCI will make available to other conservation educators via its own education web pages.
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In FY03 the GCI hosted 6 guest scholars and 6 intems.
During FY03 three issues of Conservation the GCI Newsletter were published. They focused on the preservation of buildings and sites associated with painful memories or tragedies; the conservation of modem and contemporary art; and conservation and archaeology.
As part of the ongoing public lecture series Issues in Conservation, the GCI presented eight lectures during FY03, ranging in topics from Heritage conservation in Africa and Conserving Botticelli's The Virgin Adoring the Sleeping Christ Child.
In addition, a panel was convened in May to discuss the Cultural Heritage of Iraq. Also in May, a two-day symposium was held on mural painting and conservation in collaboration with GRI, within related activities including a public lecture, Los Angeles murals tour, and a presentation on the GCI Siqueiros mural project.
EDUCATION The unifying theme for this scholar year was Biography. The theme was centered on the role of biography in art history. Participants pursued their individual projects, conversed in the weekly working group, attended lectures and other events, took part in workshops, and informally shared their ideas with staff and with one another. In September ten Getty scholars and six Getty Fellows arrived at the Getty Research Institute, joining one Fellow already in residence. Fourteen Visiting Scholars also took part in the scholar year, working at the Research Institute for periods of one to three months.
During fiscal year 2003 the Research Institute awarded a total of 60 grants: to participants in the scholar year (3 1), the Intern and Graduate Intern Program (2), and Library Research Grants (27).
Lecture Series Research Lectures. Research Institute Director presented a series of four lectures on the life and work of the charismatic 1970's American sculptor Gordon Matta Clark. Guest lecturers Eric Femie and Charles Hope gave two additional presentations in this series.
Exhibition Lectures. In conjunction with the Landscapes of Myth exhibition, the Research Institute sponsored lectures by Frederick Ahl, who traced the changing representations of mythicized landscapes from their origins among Greeks at the desert's edge in ancient Alexandria to the twentieth century, and Bettina Bergmann, who discussed the fantastic realms created in Roman parks and Pompeiian backyards in the first century of the empire.
Works in Progress. Every year the Research Institute hosts a series of presentations-usually by local scholars-on work in progress in art history and the humanities. The purpose of the series is to
Is
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promote discussion of current issues, topics, and themes among interested scholars and students. There were nine of these events during the fiscal year ending June 30, 2003.
Workshops Career Perspectives : Southern California Regional Professional Development Workshop and Seminar. This workshop in collaboration with the College Art Association provided participants with insights into career development and practical advice on negotiating the job market .
(Un)Stable Strategies IV: Writing the History ofArt Now was the fourth in an ongoing series of dissertation workshops for doctoral candidates working in the history of art. This two-day event gave twelve doctoral candidates the opportunity to participate in stimulating, intensive discussions with one another, with Getty staff, and with two outside faculty members. The workshop was designed to encourage the sharing of ideas on the candidates' projects and on the state of the discipline.
Surrealist Muse. This workshop offered participants the opportunity to discuss the life and work of photographer Lee Miller with particular focus on her relationships with Man Ray and Roland 0 Penrose. The event was developed in association with the "Biography" scholar year theme and the Museum's exhibition, Surrealist Muse.
Consortium Seminar. Professor Sally Stein developed and taught a graduate seminar in Art History on the topic of Biography. This seminar met the standards for accreditation at the five consortium schools: the University of California, Los Angeles ; the University of California, Riverside; the University of California, Irvine; the University of California, Santa Barbara; and the University of Southern California.
Conferences A Getty-sponsored panel discussion took place at the College Art Association's annual meeting in New York. The Research Institute Director and several Getty Scholars in residence discussed their Biography projects.
Making Things, Moving Places: The Work of Glen Seator. This public symposium brought together an international roster of scholars and practitioners in the fields of art and architecture to examine a decade of Seator's work (1990-200 1).
Everything, Except the Truth? Rethinking Boucher. This three-day symposium featuring noted Boucher experts from around the world was organized on the occasion of the third centennial of Boucher's birth, and in conjunction with the "Biography" scholar year theme. It included viewings of artworks at the J. Paul Getty Museum, the Los Angeles County Museum of Art, and a private collection. In a public lecture entitled The Invention of Boucher, the Director discussed some of the reasons for Boucher's soft-focus historical identity and addressed the question of why his work has
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recently attracted renewed interest.
Art History and Biography. This conference was held in collaboration with the Clark Art Institute and featured residential scholars from both institutions as well as outside specialists . The audience consisted of invited professors and graduate students from the regional art historical community. This series with the Clark is now in its third year and continues to provide a forum for lively discussion on topics important to art history.
Biographies and Space and Biographical Knowledge. These conferences were held at the Paul Mellon Centre for Studies in British Art in London, and the Centre for Research in the Arts, Social Sciences and Humanities in Cambridge, respectively . Six Getty Scholars, three Visiting Scholars, and three Getty Fellows, together with Research Institute staff, participated by giving lectures and presentations and participating on panels. Biographies and Space focused on the relationship between biography and space and how specific subjects are used, or not, as a means of explaining or articulating sets of social, cultural and spatial relationships. Biographical Knowledge explored questions relating to biographical representation in various media and in various disciplinary fields. The conference looked critically and comparatively at different forms of national memorial ization, 0 and different ways of fashioning the biographical narrative.
Feel Like Going Home: Musicians in Print, on Film, and in Concert. This conference featured the screening of Muddy Waters Can't Be Satisfied, a panel discussion with authors Peter Guralnick, Geri Hirshey, and Robert Gordon, and a concert by David Johansen and the Harry Smiths.
Mural Painting and Conservation in the Americas. In this international symposium organized by the Research Institute in collaboration with the Conservation Institute, conservation specialists, scholars, and artists from the Americas examined the organization of art historical practice in mural painting and new technologies and techniques in mural conservation and restoration.
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INFORMATION REGARDING GRANT PROGRAMS-PART XV. LINE 2
The Getty Grant Program
The Grant Program provides critical support to institutions and individuals throughout the world in fields that are aligned most closely with the Trust's strategic priorities. It therefore funds a diverse range of projects that promote learning and scholarship about the history of the visual arts and the conservation of cultural heritage, and it consistently searches for collaborative efforts that set high standards and make significant contributions . Current funding priorities include grants for: research, conservation, and leadership training and professional development .
Application forms and submission deadlines vary depending on grant category . For most grants, a brief preliminary letter describing the project and its financial requirements should be submitted to the Grant Program before a formal grant proposal is developed. Individual research grants are judged through an annual competition.
Additional information as well as grants awarded reports are available online and from the Grant Program office. Inquiries and requests for additional information should be sent to:
The Getty Grant Program 1200 Getty Center Drive, Suite 800 Los Angeles, CA 90049-1685 Phone: 310 440-7320 Fax : 310 440-7703 Web: www.getty-edu/grants
Getty Residential Grants
The J. Paul Getty Trust makes grants to scholars, conservation professionals, and students through various types of its residential grants, as described below. Grantees pursue their work at the Getty Center.
Residential Research Grants The Getty's residential research grants enable scholars and other specialists to pursue independent research, collaborate with their colleagues, and work on special scholarly projects at the Getty Center. Grants related to specific themes are offered to scholars at various levels by the Getty Research Institute . The Research Institute also provides short-term library research grants to scholars for projects that will benefit from research in the collections housed in the Getty library. In addition, the Getty Conservation Institute offers support for professionals and scholars in conservation and allied fields to pursue independent research at the Getty Center. Awards are made through a competitive application process, and grant periods vary from one month to two years .
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The deadline for residential research grants is November I st of each year. Application forms and additional information are available online and from the Getty Grant Program:
The Getty Grant Program 1200 Getty Center Drive, Suite 800 Los Angeles, CA 90049-1685 Phone: (310) 440-7374 Fax: 310 440 7703 Email: research grants@ getty.edu Web: hqp://www.p-etty.edu/grants/research/schoiars/index.html
Graduate Interriships Graduate Internships are offered in various programs and departments of the Getty Trust for nine- or twelve-month periods. Graduate Interns are recent recipients of advanced degrees or candidates for for advanced degrees or graduate conservation certificates, or their equivalents. The Graduate Intern Program provides training and educational experiences for students planning a career in the museum professions, scholarship, or administration in the arts and humanities.
The deadline for Graduate Internship applications is December 15th of each year. Application forms '01 and additional information are available online and from: The Getty Grant Program 1200 Getty Center Drive, Suite 800 Los Angeles, CA 90049-1685 Phone: (310) 440-7320 Email: [email protected] Web: hn://www.petty.edu/grants/~ducation/grad interns.htm!
J. Paul Getty Museum Guest Scholars The Getty Museum offers three-month residential appointments to invited guest scholars working on projects related to the Museum's collections or those of neighboring institutions. These appointments are selected by invitation only. Additional information is available from the Museum's Department of Education (see address, above).
Other Grants
The J. Paul Getty Trust from time to time makes unsolicited grants to charitable organizations involved in education, scholarship and research and the arts.
The J. Paul Getty Trust also has programs wherein gifts and grants made by its trustees and employees to qualifying charitable organizations are matched.
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To the best of our knowledge and belief, no grants were made to any individual who is related by blood, marriage, adoption or employment to any foundation manager or substantial contributor . Grants approved in Fiscal Year 2003 include grants paid during the year as well as those approved for future payment. The following pages give detailed infori-nation regarding grant expenditures.
Grants to Grants to Total Total Contributions, Gifts and Grants Organizations Individuals Grants
Grant Program (pages 116-137) 13,697,388 793,656 14,491,044 Other Program Grants (pages 137-139) 1,145,000 36,500 1,181,500 Other Grants (pages 138-139) 428,710 - 428,710 Matching Gifts (pages 140-146) 1,692,328 - 1,692,328 Residential Scholar Programs (pages 146-154) 1,514,461 1,514,461 Total Gifts and Grants 16,963,425 2,344,617 19,308,042
Approved in Fiscal Year 2003 28,150,082 1,475,968 29,626,050 Paid in Fiscal Year 2003 16,963,425 2,344,617 19,308,042 Payable in Future Years 14,278,029 1,514,295 15,792,324
The total of grants paid to individuals includes $1,514,461 paid directly for the active conduct of exempt activities.
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Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Grant Program - - Afro-American Film Institute Public Charity 8,000 8,000 Los Angeles, CA Multicultural Internship Grants - - Akad(.-mie Verlag Expenditure 43,079 43,079 Berlin, GERMANY Responsibility Publications - Ali, Anastasia Nichole Individual 3,500 700 2,800 Tarzana, CA Multicultural Intern at the Getty Center - - The Alliance of Religions and Conservation Expenditure 55,600 55,600 Mwichester, GREAT BRITAIN Responsibility Architectural Conservation Planning - - American Association for Higher Education Public Charity 18,000 18,000 Washington, DC Special Initiative - Other - - American University In Cairo Public Charity 43,800 43,800 Cairo, EGYPT An.hival Projects - - Arcadia Historical Society, Inc. Public Charity 4,000 4,000 Arcadia, CA Multicultural Internship Grants Arce, Nick Individual - 3,500 700 2,800 Lynwood, CA Multicultural Intern at the Getty Center Architekturzentrum Wien Expenditure - 15,300 15,300 - Vienna, AUSTRIA Responsibility Professional Organizations - - Armory Center for the Arts Public Charity 12,000 12,000 Pasadena, CA Multicultural Internship Grants - - Armory Center for the Arts Public Charity 20,000 20,000 Pasadena, CA Philanthropy Workshop - - Arroyo, John Christopher Individual 3,200 3,200 Los Angeles, CA Phi I antrophy Workshop - Art Center College of Design Public Charity - 200,000 200,000 P&,;adena, CA Archival Projects - Art Center College of Design Public Charity 8,000 8,000 Pwadena, CA Multicultural Internship Grants - Arts and Services for Disabled, Inc. Public Charity 4,000 4,000 Long Beach, CA Multicultural Internship Grants
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Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 ARTS:corpsLA Public Charity - 8.000 8,000 - Los Angeles, CA Multicultural Internship Grants ARTS;corpsLA Public Charity 15,000 15,000 - Los Angeles, CA Philanthropy Workshop Asociacion Colombiana de Promocion Artesanal Expenditure 49,000 - 49,000 Bogota, Cundinamarca COLUMBIA Responsibility Architectural Conservation Planning Association for the Advancement of Filipino American Public Charity 4,000 4,000 - Arts St Culture Los Angeles, CA Multicultural Internship Grants Association Internationale des Critiques d'Art Expenditure 26,300 26,300 Paris, FRANCE Responsibility Professional Organizations Association of Art Museum Directors Educational Public Charity 10,000 10,000 Foundation New York, NY Professional Organizations Association of Governing Boards of Universities and Public Charity 75,000 75,000 Colleges WiLshington, DC Special Initiative - Other Autry Museum of Western Heritage Public Charity - 12,000 12,000 Los Angeles, CA Multicultural Internship Grants Autry Museum of Western Heritage Public Charity - 20,000 20,000 - Los Angeles, CA Philanthropy Workshop Baker. George Thomas Individual - 40,000 - 40,000 Brooklyn, NY Postdoctoral Fellowships Barnard College Public Charity - 220,000 220,000 - New York City, NY Campus Heritage Preservation Batario, Jessamine May Individual - 3,500 700 2,800 TolTance, CA MvIticultural Intem at the Getty Center Bellenger, Sylvain Individual 10,000 - 10,000 - Cleveland, OH Curatorial Fellowships Beverly Hills Cultural Center Foundation Public Charity - 200,000 - 200,000 Beverly Hills, CA Preserve L.A.
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Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of State ient of PuEpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 Bidwel l, John Individual - 4,600 4,600 Princeton, NJ Curatorial Fellowships The British Museum Expenditure 100,092 - 100,092 London, GREAT BRITAIN Responsibility Management Initiative The British Museum Expenditure 124,291 124,291 - London, GREAT BRITAIN Responsibility Reference Works The British School at Rome Expenditure 225,000 225,000 Rome, ITALY Responsibility Archival Projects Brown University Public Charity 170,000 170,000 Providence, RI Campus Heritage Preservation Brown, Jamaal Rashun Individual 3,500 700 2,800 Los Angeles, CA Multicultural Intern at the Getty Center The Burlington Magazine Foundation Expenditure - 100,000 100,000 - London, GREAT BRITAIN Responsibility Publications Busse, Nicole Bejing Individual 2,800 - 2,800 - Los. Angeles, CA Multicultural Intern at the Getty Center Butler, Tamara Nichelle Individual - 3,500 700 2,800 Glendale, CA Multicultural Intem at the Getty Center Byun, Hannah Sung Eun Individual 2,800 - 2,800 - Yorba Linda, CA Multicultural Intern at the Getty Center California Association of Museums Public Charity - 14,900 14,900 Santa Ana, CA Support for Charitable Activities California Department of Parks and Recreation Government Unit - 12,000 12,000 - Pacific Palisades, CA Multicultural Internship Grants California Institute of the Arts Public Charity - 200,000 - 200,000 Valencia, CA Support for Charitable Activities California Institute of the Arts Public Charity - 7,500 7,500 - Valencia, CA Archival Projects California Institute of the Arts Public Charity - 12,000 12,000 Valencia, CA Multicultural Internship Grants
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Namc: and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Pulpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 California Institute of the Arts Public Charity - 25,000 25,000 - Valencia, CA Philanthropy Workshop California International Arts Foundation Public Charity 150,000 - 150,000 - Los Angeles, CA Archival Projects California Science Center Foundation Public Charity 25,000 - - 25,000 Los Angeles, CA Support for Charitable Activities California Science Center Foundation Public Charity - 8,000 8,000 - Los Angeles, CA Multicultural Internship Grants California State University, Long Beach Foundation Public Charity - 8,000 4,000 4,000 Long Beach, CA Multicultural Internship Grants
Canadian Centre for Architecture Expenditure 9,167 (990) 8,176 - Montreal, Quebec, CANADA Responsibility Education and Training Castillo, Gregory Alan Individual 40,000 - 40,000 - Coral Gables, FL Postdoctoral Fellowships Catalina Island Museum Society, Inc. Public Charity - 4,000 4,000 - Avalon, CA Multicultural Internship Grants Centet for the Study of Political Graphics Public Charity 8,000 8,000 - Los Angeles, CA Multicultural Internship Grants Centraal Museum Expenditure - 197,374 197,374 - Utrecht, THE NETHERLANDS Responsibility Cataloguing of Collections Central Park Conservancy Public Charity 250,000 - - 250,000 New York, NY Architectural Conservation Implementation Centro Argentino de Investigaciones de Arte Expenditure 42,000 - 42,000 - Buenos Aires, ARGENTINA Responsibility Special Initiative - Other Chatham College Public Charity - 115,000 - 115,000 Pittsburgh, PA Campus Heritage Preservation Chen, Karen Yi-Hsuan Individual - 3,500 700 2,800 Duarte, CA Multicultural Intern at the Getty Center Choi, Stephanie Individual 3,200 - 3,200 - Stanford, CA Multicultural Intern at the Getty Center
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Name. and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Pu[pose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 - - City of Agoura Hills Government Unit 75,000 75,000 Agoura Hills, CA Preserve L.A. - - City of Los Angeles Government Unit 8,000 8,000 Los Angeles, CA Multicultural Internship Grants - - City of Norwalk Government Unit 8,000 8,000 Norwalk, CA Multicultural Internship Grants - - City of Pico Rivera Government Unit 4,000 4,000 Pico Rivera, CA Multicultural Internship Grants - - City of Pomona Government Unit 75,000 75,000 Pomona, CA Preserve L.A. - - City of San Fernando Government Unit 75,000 75,000 San Fernando, CA Preserve L.A. - - City of Santa Monica Government Unit 4,000 4,000 Santa Monica, CA Multicultural Internship Grants - - Cobb, Tracie Individual 3,200 3,200 Swathmore, PA Philantropy Workshop - Community Redevelopment Agency of the City of Los Government Unit - 4,000 4,000 Angeles Lo3 Angeles, CA Multicultural Internship Grants Conferencia Episcopal del Peru Expenditure 30,000 15,000 15,000 Lima, PERU Responsibility Architectural Conservation Planning - - Costa, Laura Malosetti Individual 20,000 20,000 Buenos Aires, ARGENTINA Postdoctoral Fellowships - Cranbrook Educational Community Public Charity - 170,000 170,000 Bloomfield Hills, MI Campus Heritage Preservation - Cultural Heritage Foundation, Inc. Public Charity 4,000 4,000 P&sadena, CA Multicultural Internship Grants - - Curatorial Assistance Traveling Exhibitions, Inc. Public Charity 4,000 4,000 Pasadena, CA Multicultural Internship Grants - - Dang, Duke DucTran Individual 2,800 2,800 0 Long Beach, MA Multicultural Interns at the Getty Center
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Namc and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Pu[2ose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 - - Dervaiax, Isabelle M. Individual 11,000 11,000 New York, NY Curatorial Fellowships Dillard University Public Charity - 100,000 100,000 - New Orleans, LA Campus Heritage Preservation - - Doherty, Brigid Individual 40,000 40,000 Baltimore, MD Postdoctoral Fellowships - - Drum Barracks Garrison and Society Public Charity 4,000 4,000 Wilmington, CA Multicultural Internship Grants Duprat, Andres Gustavo Individual - 11,000 11,000 - Bui.-nos Aires, Bahia Blanca, ARGENTINA Curatorial Fellowships Dutta, Arindam Individual - 40,000 20,000 20,000 Cambridge, MA Postdoctoral Fellowships - - 18th Street Arts Complex Public Charity 8,000 8,000 Santa Monica, CA Multicultural Internship Grants - 18th Street Arts Complex Public Charity 6,082 6,082 Santa Monica, CA Organizational Assessments Eagle Rock Community Cultural Association Public Charity - 4,000 4,000 - Los Angeles, CA Multicultural Internship Grants Efimova, Alla Individual 13,500 - 13,500 Berkeley, CA Curatorial Fellowships - - El Pueblo Park Association Public Charity 8,000 8,000 Altadena, CA Multicultural Internship Grants Elder, Nancy Individual 3,200 - 3,200 Inglewood, CA Philantrophy Workshop - - English Heritage Expenditure 41,129 41,129 London, GREAT BRITAIN Responsibility Publications Ersoy, Ahmet Abdullah Individual 40,000 - 40,000 Abdullah Bebet, TURKEY Postdoctoral Fellowships Feldman, Marian Helen Individual 40,000 40,000 Kensington, CA Postdoctoral Fellowships THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 10 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CON RIBUTIONS, GIFTS AND GRANTS -- PART XV, LINE 3
Nameand Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of PuWgse Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 First Baptist Church of Los Angeles Public Charity - 73,000 73,000 - Los Angeles, CA Preserve L.A. First Church of Christ Scientist Public Charity - 74,900 74,900 Pasadena, CA Preserve L.A. First United Methodist Church of Hollywood Public Charity - 74,800 74,800 - Los Angeles, CA Preserve L.A. Flor, Kurt Flores Individual - 3,500 700 2,800 Ton-ance, CA Multicultural Intern at the Getty Center Forbes Duncan Individual - 10,600 - 10,600 Edinburgh, SCOTLAND Curatorial Fellowships Forderierein "Erhaltet Kloster Jerichow!" e.V. Expenditure - 87,356 - 87,356 Jerichow, GERMANY Responsibility Architectural Conservation Implementation ~ I* Fort Macarthur Military Museum Association Public Charity - 35,000 35,000 - San Pedro, CA Preserve L.A. Foundation pour Le Lexicon Iconographicurn Expenditure 35,000 - 35,000 Mythlogiae Classicae Responsibility Basel, SWITZERLAND Archival Projects Frans Hals Museum Expenditure - 34,945 34,945 Haarlem, THE NETHERLANDS Responsibility Cataloguing of Collections Friends of Banning Park Corporation Public Charity - 4,000 4,000 Wilmington, CA Multicultural Internship Grants Friends of Cabrillo Marine Aquarium Public Charity - 12,000 12,000 San Pedro, CA Multicultural Internship Grants Friends of the Museum of Chinese American History Public Charity - 12,000 12,000 Los Angeles, CA Philantrophy Workshop
Friends of the Museum of Chinese American History Public Charity - 20,000 20,000 Los Angeles, CA Multicultural Internship Grants
Friends of the Schindler House Public Charity - 4,000 4,000 West Hollywood, CA Multicultural Internship Grants
(122) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATrACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS. GIFTS AND GRANTS -- PART XV, LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Pu[pose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Gallegos, Laura Individual 2,800 2,800 - Torrance, CA Multicultural Intern at the Getty Center Garcia, Sandy Esmeralda Individual 2,800 - 2,800 - Los Angeles, CA Multicultural Intern at the Getty Center Gaun,4 Chiara Individual - 40,000 20,000 20,000 Moncalieri (To), ITALY Postdoctoral Fellowships Ghosh, Pika Individual 40,000 - 40,000 - Chapel Hill, NC Postdoctoral Fellowships Green, Nancy Elizabeth Individual 13,500 13,500 - Ithaca, NY Curatorial Fellowships Grigoryev, Roman Gennadievitch Individual 20,000 20,000 - St Petersburg, RUSSIA Postdoctoral Fellowships Guy, John Stanley Individual 13,500 13,500 - Woodbridge, Suffolk, GREAT BRITAIN Curatorial Fellowships Hagenmayer, Paul Henderson Individual 2,800 - 2,800 - Pasadena, CA Multicultural Intern at the Getty Center Harvard University Public Charity - 199,400 199,400 - Cambridge, MA Collaborative Research Grants Harvard University Public Charity - 500,000 100,000 400,000 Cambridge, MA Special Initiatives Hebrew Union College-Skirball Cultural Center Public Charity 100,000 - 50,000 50,000 Los Angeles, CA Funding for Program Development Hebrew Union College-Skirball Cultural Center Public Charity - 8,000 8,000 - Los Angeles, CA Multicultural Internship Grants Hecker, Sharon Haya Individual 40,000 - 40,000 - Milan, ITALY Postdoctoral Fellowships Held, Robin Elizabeth Individual - 15,500 - 15,500 Seattle, WA Curatorial Fellowships Henry E. Huntington Library and Art Gallery Public Charity 250,000 250,000 - Sari Marino, CA 0 Electronic Cataloguing Initiative
(123) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS PART XV, LINE 3
Name ;ind Address of Grantee Unpaid as of Approved in Paid in Unpaid as of State ent of PuIpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Henry F". Huntington Library and Art Gallery Public Charity - 4,000 4,OW - San Marino, CA Multicultural Internship Grants Henry E. Huntington Library and Art Gallery Public Charity 60,000 60,000 - San Marino, CA Special Initiatives Henry Francis Dupont Winterthur Museum Public Charity - 60,000 60,000 - Winterthur, DE Cataloguing of Collections Hensley, Candice M. Individual 2,800 - 2,800 - Los Angeles, CA Multicultural Intern at the Getty Center Highways, Inc. Public Charity - 4,000 4,000 - Santa Monica, CA Multicultural Internship Grants Historical Society of Long Beach Public Charity - 4,000 4,000 - Long Beach, CA Multicultural Internship Grants Ho. Crystal Ka-Wai Individual 2,800 - 2,800 - Arcadia, CA Muliticulturai Intern at the Getty Center Hollywood Heritage, Inc. Public Charity - 759000 75,000 - Hollywood, CA Preserve L.A. Hsu, Lillian Yonshin Individual 2,800 - 2,800 - Noithridge, CA Multicultural Intern at the Getty Center Humboldt- Un iversi tat Zu Berlin Public Charity 241,138 2,768 243,906 - Berlin, GERMANY Other Resources 11kosz, Barbara Maria Individual - 4,800 - 4,800 Wroclaw, POLAND Cuiatorial Fellowships Illinois Institute of Technology, Chicago Public Charity 125,000 - 125,000 - Chicago, IL Architectural Conservation Implementation Immaculate Heart Community Public Charity - 4,000 4,000 - Los Angeles, CA Multicultural Internship Grants Immanuel Presbyterian Church Public Charity 75,000 75,000 - Los Angeles, CA Preserve L.A. Independent Media Arts Preservation Expenditure 50,000 50,000 - New York, NY Responsibility Other Resources
(124) TRE J. PAUL GEM TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS. GIFTS AND GRANTS -- PART XV. LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 Inner-City Arts Public Charity - 8,000 8,000 - Los Angeles, CA Multicultural Internship Grants Inner-City Arts Public Charity 25,000 25,000 Los Angeles, CA Philanthropy Workshop International Centre for the Study of the Preservation Expenditure 160,000 160,000 and Restoration of Cultural Property Responsibility Rome, ITALY Professional Organizations International Council on Monuments and Sites Expenditure - 75,000 75,000 Paris, FRANCE Responsibility Professional Organizations The International Institute for Conservation of Historic Public Charity 18,000 - 18,000 and Artistic Works London, GREAT BRITAIN Professional Organizations Isabella Stewart Gardner Museum, Inc . Public Charity 150,000 150,000 - Boston, MA Cataloguing of Collections Japanese American Cultural and Community Expenditure 12,000 12,000 - Los Angeles, CA Responsibility Multicultural Internship Grants Japanese American National Museum Public Charity - 12,000 12,000 - Los Angeles, CA Multicultural Internship Grants Japanese American National Museum Public Charity - 20,000 20,000 - Los Angeles, CA Philanthropy Workshop Jones. Susan Francis Individual - 40,000 - 40,000 Highland Park, NJ Postdoctoral Fellowships Josef Albers Foundation Public Charity - 60,000 - 60,000 Bethany, CT Archival Projects Kansas University Endowment Association Public Charity - 44,500 44,500 - Lawrence, KS Cataloguing of Collections Katholieke Universiteit Leuven Expenditure - 313,991 313,991 - Leuven, BELGIUM Responsibility Reference Works Kelsey, Robin Eearle Individual - 40,000 20,000 20,000 Cambridge, MA Postdoctoral Fellowships
(125) THE J. PAUL GETTY TRUS
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CON RIBUTIONS. GlF`TS AND GRANTS PART XV. LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Pu!Rose Tax Status June 30. 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Kenmotsu, Jeannie Mieko Individual - 3,500 700 2,800 Claremont, CA Multicultural Intern at the Getty Center Kidspace A Participatory Museum Public Charity - 4,000 4,000 - Pasadena, CA Muh icultural Internship Grants Kim, Islancy Jooyoun Individual 2,800 - 2,800 - Los Angeles, CA Multicultural Intern at the Getty Center Kleeblatt, Norman L. Individual 13,500 - 13,500 - New York, NY Curatorial Fellowships Knox, Marisa Knox Individual 2,800 - 2,800 - Venice, CA Multicultural Intern at the Getty Center Kok, Theeng Kok Individual 3,200 - 3,200 - Hacienda Heights, CA Philantrophy Workshop Krody, Sumru Belger Individual 8,250 - 8,250 - Washington, DC Curatorial Fellowships LA Freewaves Public Charity - 4,000 4,000 - Los Angeles, CA Multicultural Internship Grants Latino Museum of History, Art, and Culture Public Charity - 150,000 - 150,000 Los Angeles, CA Organizational Assessments Latino Museum of History, Art and Culture Public Charity 35,000 - 35,000 - Los Angeles, CA Organizational Assessments Librar~ Foundation of Los Angeles Public Charity - 4,000 4,000 Los Angeles, CA Multicultural Internship Grants Linden, Diana Louise Individual 20,000 - 20,000 - Claremont, CA Postdoctoral Fellowships Lippit, Miya. Elise Mizuta Individual - 40,000 20,000 20,000 Los Angeles, CA Postdoctoral Fellowships Long Beach Museum of Art Foundation Public Charity - 12,000 12,000 - Long Beach, CA Multicultural Internship Grants Long Beach Museum of Art Foundation Public Charity 11,244 - 11,244 Long Beach, CA Organizational Assessments
(126) THE J. PAUL GEM TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF V FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR T14E FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS -- PART XV, LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Stateff tent of Pur2ose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Los Angeles Conservancy Public Charity - 81000 8,000 Los Angeles, CA Multicultural Internship Grants Los Angeles Conservancy Public Charity - 10,000 10,000 Los Angeles, CA Philanthropy Workshop Los Angeles Contemporary Exhibitions, Inc. Public Charity - 8,000 8,000 Los Angeles, CA Multicultural Internship Grants Los Angeles Contemporary Exhibitions, Inc. Public Charity - 15,000 15,000 Los Angeles, CA Philanthropy Workshop Los Angeles County Arts Commission Public Charity - 67,000 67,000 Los Angeles, CA Prol'essional Organizations Los Angeles County Metropolitan Transportation Public Charity - 8,000 8,000 Authority Los Angeles, CA Multicultural Internship Grants 0 Los Angeles County Museum of Natural History Public Charity 12,000 12,000 Foundation Los Angeles, CA Multicultural Internship Grants Los Angeles County Museum of Natural History Public Charity 8,000 8,000 Foundation Los Angeles, CA Multicultural Internship Grants Los Angeles County Museum of Natural History Public Charity 8,000 8,000 Foundation Los Angeles, CA Multicultural Internship Grants Los Angeles County Museum of Natural History Public Charity 20,000 20,000 Foundation Los Angeles, CA Philanthropy Workshop Malibu Lagoon State Beach Interpretive Assoc. Public Charity 75,000 75,000 Malibu, CA Preserve L.A. Mansfield Traquair Trust Expenditure - 47,926 47,926 Edinburgh, SCOTLAND Responsibility Architectural Conservation Planning Martin, Therese Marie Individual 20,000 - 20,000 Tucson, AZ Postdoctoral Fellowships 0
(127) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX 0 FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GM AND GRANTS -- PART XV. LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of _aLgLeInent of Purpose Tax Status June 30. 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 Martinez, Carlos Ivan Individual - 3,500 700 2,800 Los Angeles, CA Multicultural Intern at the Getty Center Martinez, Orlando Individual 2,800 - 2,800 Pacoima, CA Multicultural Intern at the Getty Center Mauritshuis Expenditure - 46,000 46,000 Den Haag, THE NETHERLANDS Responsibility Calaloguing of Collections Mexican Cultural Institute of Los Angeles Public Charity 8,000 8,000 Los Angeles, CA Multicultural Internship Grants The Millard Sheets Gallery Public Charity - 8,000 8,000 - Pomona, CA Multicultural Internship Grants Minisferio de Educacion, Cultura y Deporte Non-U.S. 132,000 - 80,500 51,500 Madrid, SPAIN Government Unit Other Resources Moggerhanger House Preservation Trust Expenditure 132,565 (3,904) 128,661 - Bedfordshire, GREAT BRITAIN Responsibility Architectural Conservation Implementation The Mobile Pafikh Centre for Visual Arts Expenditure - 100,000 - 100,000 Mumbai, INDIA Responsibility Other Resources Mom St. Mary's College Public Charity 100,000 - 100,000 - Los Angeles, CA Preserve L.A. Mozalfarian, Bijan Individual - 3,500 700 2,800 Palos Verdes, CA Multicultural Intern at the Getty Center Muan, Ingrid Individual - 40,000 - 40,000 Phnom Penh, CAMBODIA Postdoctoral Fellowships Museo de Arte de Lima Expenditure - 50,000 50,000 Lima 1, PERU Responsibility Other Resources Museum Associates Public Charity - 250,000 250,000 Los Angeles, CA Electronic Cataloguing Initiative Museum Associates Public Charity - 12,000 12,000 Los Angeles, CA Multicultural Internship Grants The Museum of Contemporary Art (MOCA) Public Charity - 12,000 12,000 Los Angeles, CA 10 Multicultural Internship Grants
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THE J . PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 9 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CON rRIBUTIONS, GIFTS AND GRANTS -- PART XV . LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of PuMose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 The Museum of Jurassic Technology Public Charity - 8,000 8,000 - Culver City, CA Multicultural Internship Grants The Museum of Jurassic Technology Public Charity - 15,000 15,000 Culver City, CA Philanthropy Workshop Museum of Latin American Art Public Charity - 4,000 4,000 Long Beach, CA Multicultural Internship Grants Museum of Neon Art Public Charity - 4,000 4,000 Lo& Angeles, CA Multicultural Internship Grants Museum of Television and Radio Public Charity - 8,000 8,000 Beverly Hills, CA Multicultural Internship Grants National Gallery London Expenditure - 349,541 349,541 London, GREAT BRITAIN Responsibility Other Resources The National Trust for Scotland Expenditure - 48,400 48,400 Edinburgh, SCOTLAND Responsibility Professional Organizations National Kyiv-Pechersk Historical Preserve Expenditure 11,245 - 11,245 Kiev, UKRAINE Responsibility Architectural Conservation Planning Nelson Gallery Foundation Public Charity 118,000 118,000 Kansas City, MO Conservation Surveys New Europe College Expenditure 32,000 - 32,000 Bucharest 2, ROMANIA Responsibility Central and Eastern Europe New York University Public Charity - 85,000 85,000 New York, NY Collaborative Research Grants New York Historical Society Public Charity - 175,000 175,000 New York, NY Cataloguing of Collections Northeast Document Conservation Center Public Charity - 97,000 97,000 Andover, MA Education and Training 'Me Ohio State University Foundation Public Charity - 200,000 200,000 Columbus, OH Campus Heritage Preservation Old Time Faith, Inc . Public Charity - 20,000 20,000 Los Angeles, CA Preserve L.A.
(129) THE J. PAUL GETTY TRUS
EMPLOYER IDENTIFICATION NO, 95-1720021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTIZIBUTIONS, GIFTS AND GRANTS PART XV, LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of State ient of PuCoose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Organization of World Heritage Cities Public Charity - 60,000 60,000 - Quebec, CANADA Professional Organizations Otis College of Art and Design Public Charity - 100,000 100,000 Westchester, CA Electronic Cataloguing Initiative Otis College of Art and Design Public Charity - 12,000 12,000 - Westchester, CA Multicultural Internship Grants Ozeda, Paulina Selene Individual - 3,500 700 2,800 Pasadena, CA Multicultural Intem at the Getty Center Pacific Asia Museum Public Charity - 12,000 12,000 - Pasadena, CA Multicultural Internship Grants Pacific Asia Museum Public Charity - 50,000 50,000 - Pasadena, CA Preserve L.A. Padilla, Allegra N. Public Charity 3,200 - 3,200 - Santa Cruz, CA Philanthropy Workshop Palos Verdes Community Arts Association Public Charity - 8,000 8,000 - Rancho Palos Verdes, CA Multicultural Internship Grants Pandian, Karthik Individual 3,200 - 3,200 - Providence, RI Multicultural Intern at the Getty Center Papapetros, Spyros Individual 20,000 - 20,000 - London, GREAT BRITAIN Postdoctoral Fellowships Perfonning Arts Center of Los Angeles County Public Charity - 18,000 18,000 - Los Angeles, CA Special Initiatives Perfon-ning Arts Center of Los Angeles County Public Chanty - 1,000,000 1,000,000 - Los Angeles, CA Special Initiatives Petersen, Lauren Hackworth Individual - 40,000 - 40,000 Hockessin, DE Postdoctoral Fellowships Philadelphia Museum of Art Public Charity - 269,500 269,500 - Philadelphia, PA Collaborative Research Grants Ile Phillips Collection Public Charity 11,000 - 11,000 Washington, DC Conservation Surveys
(130) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS -- PART XV. LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of _a[g!Dnent of Purnose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 Pomona College Public Charity - 4,000 4,000 - Claremont, CA Multicultural Internship Grants Pomona College Public Charity - 4,000 4,000 Claremont, CA Multicultural Internship Grants Purtle, Jennifer Gillian Individual 20,000 - 20,000 - Chicago, IL Postdoctoral Fellowships Ramakalawon, Jennifer Indira Individual - 5,900 - 5,900 London, GREAT BRITAIN Curatorial Fellowships Rancho Los Ceff itos Foundation, Inc. Public Charity 49000 4,000 - Long Beach, CA Multicultural Internship Grants Rancho Santa Ana Botanic Gardens Public Charity 12,000 12,000 - Claremont, CA Multicultural Internship Grants Rand, Harry Zvi Individual - 15,500 15,500 - Chevy Chase, MD Curatorial Fellowships Rapti, loanna Individual 20,000 - 20,000 - Paris, FRANCE Postdoctoral Fellowships Rector and Visitors of the University of Virginia Public Charity - 170,000 170,000 - Charlottesville, VA Campus Heritage Preservation Regents of the University of California Public Charity - 223,600 223,600 - Oakland, CA Collaborative Research Grants Regents University of California Public Charity - 4,000 4,000 - Oakland, CA Multicultural Internship Grants Regents University of California Public Charity - 12,000 12,000 - Oakland, CA Multicultural Internship Grants Regents University of California Public Charity - 20,000 20,000 - Oakland, CA Philanthropy Workshop Regents University of California Public Charity - 350,000 350,000 - Oakland, CA Special Initiatives Rensselaer Polytechnic Institute Public Charity - 150,000 - 150,000 Troy, NY Carnpus Heritage Preservation
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THE J. PAUL GEM TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATrACHED TO AND MADE PART OF a FEDERAL RETURN OF PRIVATE FOUNDATION EXEMP'T FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS. GIFTS AND GRANTS -- PART XV, LINE 3
Nameand Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of PuEpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 Rich, Sarah Katherine Individual 20,000 20,000 - Bellefonte, PA Postdoctoral Fellowships Rovine, Victoria Lynn Individual 12,306 - 12,306 Iowa City, [A Curatorial Fellowships Ryman-Carroll Foundation Public Charity - 8,000 8,000 - Los Angeles, CA Multicultural Internship Grants Ryor, Kathleen Marie Individual - 40,000 20,000 20,000 Northfield, MN Posidoctoral Fellowships Salzburg Seminar in American Studies, Inc. Public Charity - 200,000 200,000 - Middlebury, VT Professional Organizations Sands, Audrey Lee Individual - 3,500 700 2,800 Los Angeles, CA Multicultural Intern at the Getty Center Santa Monica Museum of Art Public Charity - 8,000 8,000 - 0 Santa Monica, CA Multicultural Internship Grants Santa Monica-Malibu Unified School District Government Unit - 47,000 47,000 - Santa Monica, CA Preserve L.A. Schlossmuseurn Gotha Non-U.S. - 15,889 15,889 - Gotha, GERMANY Government Unit Conservation Surveys Schreffler, Michael John Individual 40,000 - 40,000 - Richmond, VA Posidoctoral Fellowships Science Museum Expenditure - 116,269 116,269 - London, GREAT BRITAIN Responsibility Special Initiatives Scott, Felicity Dale Individual 40,000 - 40,000 - New York, NY Postdoctoral Fellowship Scripps College Public Charity - 12,000 12,000 - Claremont, CA Multicultural Internship Grants Southeast Asian Ministers of Education Organization Non-U.S. 11,800 11,800 - Regional Centre for Archaeology and Fine Arts Government Unit Bangkok, THAILAND Professional Organizations W
(132) THE J. PAUL GETTY TRUS
EMPLOYER IDENTIFICATION NO. 25-1790021
A STATEMENT ATTACHED TO AND MADE PART OF a FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS -- PART XV. LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of PuMQse Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Second Baptist Church Public Charity - 50,000 50,000 - Los Angeles, CA Preserve L.A. Self-Help Graphics and Arts, Inc. Public Charity - 12,000 12,000 Los Angeles, CA Multicultural Internship Grants Self-Help Graphics and Arts, Inc. Public Charity - 15,000 15,000 - Los Angeles, CA Philanthropy Workshop Shanken, Andrew Michael Individual - 40,000 - 40,000 Oberlin, OH Posidoctoral Fellowships Shapiro Comte, Barbara Ellen Individual 40,000 - 40,000 - Paris, FRANCE Posidoctoral Fellowships Shaw, 'Cameron Erin Individual 2,800 - 2,800 - Los Angeles, CA Multicultural Intern at the Getty Center - 0 Shaw, Lytle Dalton Individual 40,000 20,000 20,000 New York, NY Postdoctoral Fellowships Sheldon Jackson College Public Charity 100,000 - 100,000 Sitka, AK Campus Heritage Preservation Simon Wiesenthal Center Public Charity 12,000 12,000 - Los Angeles, CA Multicultural Internship Grants Siracusano, Gabriela Silvana Individual 40,000 20,000 20,000 Buenos Aires, ARGENTINA Postdoctoral Fellowships Smith, Amy Claire Individual 14,000 - 14,000 Wallingford, GREAT BRITAIN Curatorial Fellowships Smithsonian Institution Public Charity 175,000 175,000 - W&shington, DC Archival Projects The Solomon R. Guggenheim Foundation Public Charity 43,700 43,700 New York, NY Conservation Training Southern California Asian American Studies Central Public Charity 12,000 12,000 Los Angeles, CA Multicultural Internship Grants
Southern California Leadership Network Public Charity 30,000 30,000 Los Angeles, CA Support for Charitable Activities
(133) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF ~ I FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CON 'RIBUTIONS, GIFTS AND GRANTS -- PART XV, LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Pu[pose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Southern California Library for Social Studies and Public Charity - 8,000 8,000 - Research Los Angeles, CA Muliticulturall Internship Grants Southwest Museum Public Charity - 12,000 12,000 Los Angeles, CA Multicultural Internship Grants Sridhana, Archana Cande Individual 2,800 - 2,800 Northridge, CA Multicultural Intern at the Getty Center St. Elmo Village, Inc. Public Charity - 8,000 8,000 Los Angeles, CA Multicultural Internship Grants St. Vincent de Paul Church Public Charity - 65,000 65,000 Los Angeles, CA Preserve L.A. Staatliches Museum Schwerin Expenditure - 84,426 84,426 - Schwerin, GERMANY Responsibility Treatment and Research Ile State Russian Museum Non U.S. - 200,000 50,000 150,000 St. Petersburg, RUSSIA Government Unit Education Policy Stiftung Preussische Schlosser und Garten Berlin- Non-U.S. 162,135 162,135 Brandenburg Government Unit Potsdam, GERMANY Cataloguing of Collections Stiftung Preussische Schlosser und Garten Berlin- Non-U.S. 6,107 6,107 Brandenburg Government Unit Potsdam, GERMANY Conservation Survey Stiftung Preussischer Kulturbesitz Non-U.S. - 150,801 150,801 - Berlin, GERMANY Government Unit Cataloguing of Collections Sung, Andrea Han Individual - 3,500 700 2,800 Fullerton, CA Multicultural Intern at the Getty Center Swedish National Museum of Fine Arts Expenditure - 155,000 155,OW Stockholm, SWEDEN Responsibility Cataloguing of Collections Tate Gallery Expenditure - 91,000 91,000 London, GREAT BRITAIN Responsibility Cataloguing of Collections Tierra del Sol Center for the Handicapped Foundation Public Charity - 4,000 4,000 Claremont, CA Multicultural Internship Grants
(134) THE J. PAUL GETTY TRUS
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF I& FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
CON RIBUTIONS, GIFTS AND GRANTS -- PART XV, LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of PuMgse Tax Status June 30. 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Tomasi, Michele Individual - 40,000 40,000 Pisa, ITALY Posidoctoral Fellowships Tougaloo College Public Charity 75,000 75,000 - Tougaloo, MS Campus Heritage Preservation Transylvania Trust Expenditure - 85,600 85,600 - Cluj-Napoca, ROMANIA Responsibility Architectural Conservation Training Trinidad, Raquel Individual 2,800 - 2,800 - Mission Hills, CA Multicultural Intern at the Getty Center Trust for Preservation of Cultural Heritage Public Charity 100,000 - 100,000 - Los Angeles, CA Preserve La United Nations Educational, Scientific and Cultural Expenditure - 50,000 50,000 Organization Responsibility Paris, FRANCE Professional Organizations 0 United States Department of State U.S. Government 180,000 180,000 Washington, DC Unit Architectural Conservation Implementation Universidad Nacional Autonoma de Mexico Non-U.S. - 164,900 164,900 Mexico City, MEXICO Government Unit Publication Grants Universidad Politecnica de Puerto Rico, Inc. Public Charity 49,350 - 49,350 - San Juan, PUERTO RICO Architectural Conservation Planning University of Chicago Public Charity 12,214 - - 12,214 Chicago, IL EdUcation and Training University of Chicago Public Charity - 107,500 107,500 - Chicago, IL Special Initiatives University of Florida Foundation, Inc. Public Charity 150,000 150,000 Gainesville, FL Campus Heritage Preservation University of Georgia Public Charity - 180,000 180,000 Atlanta, GA Campus Heritage Preservation University of Glasgow Expenditure 71,944 347 72,291 Glasgow, SCOTLAND Responsibility Reference Works Univeisity of Minnesota Public Charity - 180,000 180,000 0 Morris, MN Campus Heritage Preservation
(135) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS -- PART XV, LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purvose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 University of Pennsylvania Public Charity 100,000 - 100,000 - Philadelphia, PA Education and Training University of Southern California Public Charity - 250,000 250,000 Los Angeles, CA Archival Projects University of Southern California Public Charity - 219,000 219,000 Los Angeles, CA Collaborative Research Grants University of Southern California Public Charity 60,000 - 60,000 Los Angeles, CA Special Initiative University of Southern California Public Charity - 250,000 250,000 Los Angeles, CA Preserve L.A. University of Washington Public Charity 100,000 100,000 - Seattle, WA Publication Grants University of Wisconsin Public Charity - 170,000 - 170,000 Madison, WI Campus Heritage Preservation Utrecht University Expenditure 42,606 (42,606) - - Utrecht, THE NETHERLANDS Responsibility Reference Works Vern Foundation Expenditure - 40,000 40,000 Yerevan, ARMENIA Responsibility Cataloguing of Collections The Venice in Peril Fund Expenditure 92,678 92,678 - London, GREAT BRITAIN Responsibility Publication Grants Vera, Helen Individual - 3,500 700 2,800 Los Angeles, CA Multicultural Intern at the Getty Center Verma, Monika Individual 2,800 - 2,800 - Los Angeles, CA Multicultural Intern at the Getty Center Village Green Owners Association Public Charity - 100,000 - 100,000 Los Angeles, CA Preserve L.A. Vincent Price Gallery & Art Museum Public Charity 4,000 4,000 - Monterey Park, CA Multicultural Internship Grants Vizcaya Museum and Gardens Trust Public Chafity 66,000 66,000 Miami, FL Ap-.hitectural Conservation Planning
(136) THE 1. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 10 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CON RIBUTIONS, GIFTS AND GRANTS -- PART XV, LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Pu[pose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 - w 97 ARk-; ht Institute of Archaeolopical Public Charity - 70,000 70,000 Research Philadelphia, PA Research Centers Walker Art Center Public Charity 150,000 150,000 Minneapolis, MN Cataloguing of Collections - Williams, Holly Noelle Individual 3,500 700 2,800 Squaw Valley, CA Multicultural Intern at the Getty Center - Wolf, Gerhard Individual 10,000 10,000 Bruchsal, GERMANY Special Initiatives Woltmann, Kim Individual 3,200 3,200 Evanston, IL Multicultural Intern at the Getty Center Wright, Elaine Julia Individual 13,500 - 13,500 Dublin, IRELAND 0 Curatorial Fellowships Wu, Cassie Jieq-Ning Individual - 3,500 700 2,800 Pornona, CA Multicultural Intern at the Getty Center - Yip, Ajabella Jine Individual 3,200 3,200 Monterey Park, CA Multicultural Intern at the Getty Center - Grant Refunds (277,047) (277,047) Total Grant Program 2,808,710 14,838,996 14,491,044 3,156,662
Other Program Grants Ambroz, Miroslav Individual 3,600 3,600 Brno, CZECH Library Research Grant Baum, Kelly C. Individual 1,000 1,000 Houston, TX Libiary Research Grant Bowen, Dore Individual 1,000 1,000 Ithaca, NY Libi ary Research Grant Butcher, David Individual 3,600 3,600 Paris, FRANCE Libi ary Research Grant Carter, Karen Lynn Miyazaki-Shi Individual 2,500 2,500 Miyazaki-Gun, JAPAN Library Research Grant 0
(137) THE J. PAUL GETTY TRUS
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 0 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30, 2003
CONTRIBUTIONS, GIFTS AND GRANTS PART XV. LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 Columbia College Chicago Public Charity - 50,000 50,000 - Chicago, IL Education Policy Courtauld Institute of Art 501(c)(3) Equivalent - 45,000 45,000 - London, GREAT BRITAIN Conservation Training Courtauld Institute of Art 501 (c)(3) Equivalent - 12,500,000 900,000 11,600,000 London, GREAT BRITAIN Support for Charitable Activities Duncan, Sally Anne Individual - 1,000 1,000 - Petersborough, NH Library Research Grant Gieskes, Mette Individual - 1,500 1,500 - Harenermolen, THE NETHERLANDS Research Grant Gordon, Linda Individual - 1,000 1,000 - New York, NY Library Research Grant Hage, 13mily Individual - 1,000 1,000 - V Phikadelphia, PA Library Research Grant Halpern, Robert Individual - 500 500 - San Francisco, CA Library Research Grant Hamden, Erin Individual - 1,000 1,000 - Larkin, CT Library Research Grant Hamilion, Jaimey Individual - 1,000 1,000 - Brighton, MA Library Research Grant Harvaid University Public Charity - 250,000 150,000 100,000 Cambridge, MA Education Policy Kessler, Mami Individual - 1,000 1,000 - Lawrence, KS Library Research Grant Kinkel, Marianne B. Individual - 750 750 Houston, TX Library Research Grant Los Ajigeles Educational Partnership (LAEP) Public Charity 10,000 (10,000) - Los Angeles, CA Maxwell, Barbara Individual - 1,000 1,000 Charlottesville, VA Library Research Grant
(138) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIRCATION NO, 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 0 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR T14E FISCAL YEAR ENDED JUNE 30,2003
CON RIBUTIONS. GIFTS AND GRANTS -- PART XV. LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Staternentof Purpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 Poole, Andrea Geddes Individual - 2,200 2,200 - Toronto, CANADA Libruy Research Grant Raynsford, Anthony Individual 750 750 Chicago, IL Library Research Grant Rifkind, David M. Individual - 11000 1,000 Soulh Orange, NJ Library Research Grant Roworth, Wendy Individual - 11000 1,000 Providence, RI Library Research Grant Sheldon, Julie Lynne Individual - 2,500 2,500 Liverpool, GERMANY Library Research Grant Spaeth, Catherine Individual - 1,000 1,000 Columbus, OH Library Research Grant Thiclemann, Anne Individual - 3,600 3,600 ~ 0 Cambridge, GREAT BRITAIN Library Research Grant Tipton, Susan Individual - 1,000 1,000 Detroit, MI Library Research Grant Wentrack, Kathleen Individual - 11000 1,000 New York, NY Library Research Grant Woessner, Martin V . Individual - 11000 1,000 Brooklyn, NY Library Research Grant Total Other Program Grants 10,000 12,871,500 1,181,500 11,700,000 Total Program Grants 2,818,710 27,71~,496 15,672,544 14,856,662
101
(139) THE 1. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS -- PART XV. LINE 3
Name ;md Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Other Grants American Jewish Committee Public Charity - 10,000 10,000 - Los Angeles, CA Support for Charitable Activities Community Partners Los Angeles Public Charity - 5,000 5,000 Los Angeles, CA Support for Charitable Activities Community Television of Southern Public Charity - 91100 9,100 Los Angeles, CA Support for Charitable Activities Crossroads School Public Charity - 5,000 5,000 Santa Monica, CA Support for Charitable Activities Culver Palms Meals On Wheels Public Charity - 20,000 20,000 CulverCity, CA Support for Charitable Activities Greater Los Angeles Zoo Association Public Charity - 13,800 13,800 Los Angeles, CA Support for Charitable Activities 6 Henry E. Huntington Library and Art Gallery Public Charity 60,000 - 60,000 San Marino, CA Other Gifts Library Foundation of Los Angeles Public Charity - 19,500 19,500 Los Angeles, CA Support for Charitable Activities Los Angeles Philharmonic Association Public Charity - 44,500 44,500 Los Angeles, CA Support for Charitable Activities Music Center of Los Angeles Public Charity - 6,330 6,330 Los Angeles, CA Support for Charitable Activities Natural History Museum of Los Angeles Public Charity - 8,500 8,500 Los, Angeles, CA Support for Charitable Activities Neighborhood Youth Association Public Charity - 41,000 41,000 Los Angeles, CA Support for Charitable Activities Occidental College Public Charity - 19,688 19,688 Lo!, Angeles, CA Support for Charitable Activities P.S. Arts Public Charity - 5,000 5,000 Culver City, CA Support for Charitable Activities Southern California Leadership Network Public Charity - 10,000 10,000 Los Angeles, CA 10 Support for Charitable Activities
(140) THE J. PAUL GETrY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS -- PART XV, LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of PuMQse Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Teach for America Public Charity - 25,000 25,000 - U)s Angeles, CA Support for Charitable Activities University of California Press Public Chafity - 15,000 15,000 - Berkeley, CA Support for Charitable Activities Westside Children's Center Public Charity - 60,000 60,000 - Culver City, CA Support for Chafitable Activities Gifts To 17 Charities, Each Less Than $5,000 Public Charity - 26,513 26,513 - Vairious Cities and States Support for Charitable Activities Los Angeles Police Department Public Charity - 24,779 24,779 - Los Angeles, CA Physical Donation-Miniature Camera NPV of Grants - (37,933) - (37,933) Grant Adjustments 817,618 (817,618) - Total Other Grants 877,618 (486,841) 428,710 (37,933)
Matching Gifts Aids Project Los Angeles Public Charity - 11,275 11,275 Los Angeles, CA Support for Charitable Activities American Friends of Maggies Centre Inc. Public Charity - 8,000 8,000 - Santa Monica, CA Support for Chafitable Activities American Friends of the British Museum Public Charity - 5,000 5,000 - New York, NY Support for Charitable Activities American Museum of Natural History Public Chafity - 18,000 18,000 - New York, NY Support for Chairitable Activities Amenican School of Classical Studies Public Charity - 38,000 38,000 - Princeton, NJ Support for Charitable Activities Armory Center for the Arts Public Charity - 5,400 5,400 - P&;adena, CA Support for Charitable Activities Art Center College of Design Public Charity - 5,000 5,000 - Pasadena, CA Support for Chairitable Activities Bank .Street College of Education Public Charity - 10,000 10,000 - New York, NY Support for Chairitable Activities
(141) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 0 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTIZIBUTIONS . GIFTS AND GRANTS -- PART XV, LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statem .-nt of Purpost Tax Statu June 30. 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Bard College Public Charity - 10,000 10,000 - New York, NY Support for Charitable Activities Boston College Public Charity - 5,000 5,000 - Boston, MA Support for Charitable Activities Boston University Public Charity - 28,000 28,000 - Boston, MA Support for Charitable Activities Brown University Public Charity - 21,500 21,500 - Pro,vidence, RI Support for Charitable Activities California Institute of the Arts Public Charity - 33,400 33,400 - Valencia, CA Support for Charitable Activities California State University Los Angeles Public Charity - 10,000 9,000 1,000 Los Angeles, CA Support for Charitable Activities Cancer Research Fund of the Damon Public Charity - 5,000 5,000 - V Runyon Walter Winchell Foundation New York, NY Support for Charitable Activities Classroom, Inc. Public Charity 60,000 60,000 New York, NY Support for Charitable Activities Cleveland Arts Prize Public Charity 5,000 5,000 - Chesteriand, OH Support for Charitable Activities Columbia University Public Charity - 20,050 20,050 - New York, NY Support for Charitable Activities Community Television of Southern Public Charity - 14,107 14,107 - Los Angeles, CA Support for Charitable Activities Earthwatch Public Charity - 8,000 8,000 - Mt. Morris, IL Support for Charitable Activities East West Institute Public Charity - 30,000 30,000 - New York, NY Support for Charitable Activities Emory University Public Charity - 5,000 5,000 - Atlanta, GA Support for Charitable Activities Epiphany School Inc. Public Charity - 5,000 5,000 - Doichester, MA Support for Charitable Activities
(142) I THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF 0 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS -- PART XV. LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purt)ose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Flintridge Sacred Heart Academy Public Charity - 8,000 8,000 - La. Canada, CA Support for Charitable Activities Fund for Armenian Relief Public Charity - 20,000 20,000 New York, NY Support for Charitable Activities Groundworks Dancetheater Public Charity - 40,000 40,000 Cleveland Heights, OH Support for Charitable Activities Harpsichord Unlimited Public Charity - 6,000 6,000 New York, NY Support for Charitable Activities Harvard University Public Charity - 10,000 10,000 Cambridge, MA Support for Charitable Activities Harvard- Westlake School Public Charity - 5,750 5,750 Noith Hollywood, CA Support for Charitable Activities Huntington Library, Art Collections Public Charity - 29,620 29,620 , is San Marino, CA Support for Charitable Activities Idyilwild Arts Foundation Public Charity - 20,000 20,000 Idyllwild, CA Support for Charitable Activities inner-City Scholarship Fund Public Charity - 5,000 5,000 New York, NY Support for Charitable Activities Johns Hopkins University Public Charity - 40,000 40,000 Baltimore, MD Support for Charitable Activities KCRVI-FM /Santa Monica College Public Charity - 8,805 8,805 Santa Monica, CA Support for Charitable Activities KPCC-99.3FM Southern California Public Charity - 10,212 10,212 Pasadena, CA Support for Charitable Activities Los Angeles Children's Chorus Public Charity - 7,000 7,000 Pasadena, CA Support for Charitable Activities Los Angeles Opera Company Public Charity - 8,032 8,032 Los Angeles, CA Support for Charitable Activities Manhattan Beach Education Public Charity - 8,000 8,000 Manhattan Beach, CA 0 Support for Charitable Activities
(143) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS. GIFTS AND GRANTS -- PART XV. LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 Metropolitan Museum of Art Public Charity - 11,500 11,500 - New York, NY Support for Charitable Activities Missouri Botanical Public Charity - 15,000 15,000 Saint Louis, MO Support for Charitable Activities Museum of Modem Art Public Charity - 20,000 20,000 New York, NY Support for Charitable Activities National Gallery of Art Public Charity - 17,368 17,368 Washington, DC Support for Charitable Activities National Humanities Center Research Public Charity - 30,000 30,000 Tri,ingle Park, NC Support for Charitable Activities Neighborhood Youth Association Public Charity - 22,200 22,200 Los Angeles, CA Support for Charitable Activities Pacific Council On International Policy Public Charity - 9,000 9,000 Los Angeles, CA Support for Charitable Activities Panetta Institute Public Charity - 5,000 5,000 Seaside, CA Support for Charitable Activities Pen Center Public Charity - 5,400 5,400 West Los Angeles, CA Support for Chatritable Activities Point Loma Nazarene College Public Charity - 5,000 5,000 San Diego, CA Support for Charitable Activities Polytechnic School Public Charity - 17,000 17,000 Pasadena, CA Support for Charitable Activities Pomona College Public Charity - 6,000 6,000 Claremont, CA Support for Charitable Activities Princeton University Public Charity - 60,000 60,000 Princeton, NJ Support for Charitable Activities Rape Foundation Public Charity - 7,000 7,000 Santa Monica, CA Support for Charitable Activities San Diego State University Foundation Public Charity - 8,100 8,100 San Diego, CA Support for Charitable Activities
(144) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE JQ 2003
CONTRIBUTIONS, GIFTS AND GRANTS -- PART XV, LINE 3
Nameand Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of PuKpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 San Francisco Symphony Public Charity - 5,000 51000 San Francisco, CA Support for Charitable Activities Santa Fe Opera Public Charity - 20,000 20,000 - Sani a Fe, NM Support for Charitable Activities Simmons College Public Charity - 8,000 8,000 - Boston, MA Support for Charitable Activities Site Santa Fe Public Charity - 10,025 10,025 - Santa Fe, NM Support for Charitable Activities Skirball Cultural Center Public Charity - 8,000 8,000 - Los Angeles, CA Support for Charitable Activities St. Jarries School Public Charity - 5,400 5,400 - Los Angeles, CA ~ 0 Support for Charitable Activities Thomas Jefferson Memorial Public Charity - 40,000 40,000 - Foundation Monticello, VA Support for Charitable Activities University of California Berkeley Public Charity - 17,925 17,925 - Berkeley, CA Support for Charitable Activities University of California Los Angeles Public Charity - 133,070 105,070 28,000 Los Angeles, CA Support for Charitable Activities University of Minnesota Public Charity - 60,000 60,000 - Minneapolis, MN Support for Charitable Activities University of Pennsylvania Public Charity - 16,250 16,250 - Philadelphia, PA Support for Charitable Activities University of Redlands Public Charity 15,100 15,100 - Redlands, CA Support for Charitable Activities University of Southern California Public Charity 10,029 10,029 - Los Angeles, CA Support for Charitable Activities University of Utah Public Charity 92,000 92,000 - Salt Lake City, UT Support for Charitable Activities Violence Policy Center Public Charity 10,000 10,000 - Washington, DC Support for Charitable Activities
(145) THE J. PAUL GETTY TRUST
EMPLOYER IDENTEFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF ~ 10 FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS. GIFTS AND GRANTS -- PART XV, LINE 3
Name wid Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purvose Tax Statu June 30, 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 Washington University Public Charity - 20,000 20,000 - St. Louis, MO Support for Charitable Activities Wellesley College Public Charity - 10,125 10,125 - Wellesley, MA Support for Charitable Activities Westside Children's Center Public Charity - 21,800 21,800 - Culver City, CA Support for Charitable Activities Workforce LA Public Charity - 60,000 60,000 - Los Angeles, CA Support for Charitable Activities 977 Gifts Each Less Than $5,000 To 429 Charities Public Charity - 336,884 332,884 4,000 Various Support for Charitable Activities Total Matching Gifts 1,725,328 1,692,328 33000
Residential Scholar Program Adler, Kathleen Individual - 10,500 - 10,500 ~ 0 London, GREAT BRITAIN Scholarly Research Albinson, Amy Individual 36,000 - 16,085 19,915 New York, NY Scholarly Research Arnold, Dana Individual 10,500 - 10,500 - London, GREAT BRITAIN Scholarly Research Balachandran, Sanchita Individual 4,808 - 4,808 - Los Angeles, CA Scholarly Research Barolsky, Paul Individual 7,000 - 7,000 - Chaxlottesvifle, VA Scholarly Research Barrios, Guillermo Individual 10,500 - 10,500 - Caracas, VENEZUELA Scholarly Research Beliaev, Leonid Individual 10,500 - 10,500 - Moscow, RUSSIA Scholarly Research Benton, Timothy Individual 10,500 - 10,500 - Cambridge, GREAT BRITAIN Scholarly Research Bevers, Holm Individual 10,500 - 10,500 - Berlin, GERMANY 01 Scholarly Research
(146) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS -- PART XV. LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purpose Tax Status June 30. 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 Bindmwi, David Individual - 15,750 - 15,750 London, GREAT BRITAIN Scholarly Research Blankert, Albert Individual 10,500 - 10,500 - The Hague, THE NETHERLANDS Scholarly Research Borean, Linda Individual - 10,500 - 10,500 Udine, ITALY Scholarly Research Bourges, Ann Individual 25,000 - 20,192 4,808 Talence, FRANCE Scholarly Research Brooks, Mary Individual 7,000 7,000 - Winchester, GREAT BRITAIN Scholarly Research Buchloh, Benjamin Individual 2,143 - - 2,143 New York, NY Scholarly Research Bujunda Bujanda, Individual 17,296 2,435 19,731 - Sarah Vitoria, SPAIN Scholarly Research Bull, Malcolm Individual - 63,000 - 63,000 Oxford, GREAT BRITAIN Scholarly Research Burchenal, Margaret Individual 1,502 - - 1,502 Boston, MA Scholarly Research Burke, Peter Individual 10,500 - 10,500 - Cambridge, GERMANY Scholarly Research Burnham, Rika Individual 10,500 - 10,500 - New York, NY Scholarly Research Caballero, Gabriela Individual 4,808 - 4,808 - Morelos, MEXICO Scholarly Research Cacciola, Melissa Individual 17,296 - 17,296 - Stalen Island, NY Scholarly Research Callaghan, Dympna Individual 68,000 - 68,000 - New York, NY Scholarly Research Campbell, Ian Lome Individual 10,500 - 10,500 - London, GREAT BRITAIN Scholarly Research
(147) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS PART XV, LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purnose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Casadio, Francesca Individual 4,808 - 4,808 - Milano, ITALY Scholarly Research Chang, Ting Individual - 40,421 - 40,421 Montreal, CANADA Scholarly Research Chat2.inikolaou, Nikolaos Individual 10,500 - 10,500 - Crete, GRE Scholarly Research Chemique, Bruno Individual 40,000 - 40,000 - Paris, FRANCE Scholarly Research ClaySDn, Susan Hollis Individual - 10,500 - 10,500 Evanston, DL Scholarly Research Collins, Kristen Individual 17,296 - 17,296 - Austin, TA Scholarly Research Daiman, Marina Individual 17,296 - 17,296 - Richmond Hill, CANADA Scholarly Research De Marchi, Nei Individual - 10,500 - 10,500 Du rham, NC Scholarly Research Doherty, Tiama Individual 4,808 - 4,808 - Sherbom, MA Scholarly Research Downing, Eugene Individual 17,296 - 17,296 - Jamaica, NY Scholarly Research Elderfield, Dr. John Individual 119 - - 119 New York, NY Scholarly Research Ellis, Lisa Individual 4,808 - 4,808 - Toronto, CANADA Scholarly Research Erder, Cevat Individual 14,000 - - 14,000 lst,mbul, TURKEY Scholarly Research Fernie, Eric Individual 10,500 - 10,500 - London, GREAT BRITAIN Scholarly Research Forgacs, Peter Individual 14,875 - 9,625 5,250 Budapest, HUNGARY Scholarly Research
(148) THE J. PAUL GETIFY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS PART XV. LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Friedberg, Anne Individual 119 - 119 Los Angeles, CA Scholarly Research Garcia. Santana, Alicia Individual 10,500 - - 10,500 La Habana, CUBA Scholarly Research Giangualano, Ivana Individual 25,000 - 20,192 4,808 Brc-scia, ITALY Scholarly Research Gonzalez, Valerie Maria Individual 119 - - 119 Marceille, FRANCE Scholarly Research Guasch, Anna Maria Individual 10,500 - 10,500 - Barcelona, SPAIN Scholarly Research Guilbaut, Serge Individual - 75,000 - 75,000 Vancouver, CANADA Scholarly Research Haake, Sophie Individual 25,000 - 20,192 4,808 Hamburg, GERMANY Scholarly Research Hall, Michael Individual - 10,500 - 10,500 Southampton, GERMANY Scholarly Research Harrison, Charles Individual - 10,500 10,500 Banbury, GREAT BRITAIN Scholarly Research Hedeman, Anne D. Individual 3,500 - - 3,500 Champaign, IL Scholarly Research Heuer, Christopher Individual 36,000 - 16,085 19,915 Amsterdam, THE NETHERLANDS Scholarly Research Hobson, Marian Individual 1,050 - - 1,050 Cambridge, GREAT BRITAIN Scholarly Research Hoskins, Janet Individual 70,000 - 70,000 - Los Angeles, CA Scholarly Research Hutter, Michael Individual - 10,500 - 10,500 Winen, GERMANY Scholarly Research Jackson, Matthew Individual 36,000 - 16,085 19,915 Montevallo, AL Scholarly Research
(149) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
LONTRIBUTIONS. GIFTS AND GRANTS -- PART XV. LINE 3
Narrie and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of PujRose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 - - Jensen, Robert Individual 49,093 49,093 LA,xington, KY Scholarly Research - - Jervis, Simon Individual 10,500 10,500 London, GREAT BRITAIN Scholarly Research Kirkham, Patricia Individual 75,000 - 75,000 - New York, NY Scholarly Research - Knicely, Carol Individual - 52,000 52,000 Vancouver, CANADA Scholarly Research - - Koch, Nina Individual 17,296 17,296 Hamburg, GERMANY Scholarly Research Kwon, Miwon Individual - 70,000 - 70,000 Los Angeles, CA Scholarly Research - - Laing, Alastair Individual 10,500 10,500 London, GREAT BRITAIN Scholarly Research - - Lavedrine, Bertrand Individual 7,000 7,000 Paris, FRANCE Scholarly Research - Linker, Amy Individual 17,296 12,492 4,804 Sa.huarita, AZ Scholarly Research - - Lobal, Michael Individual 11,234 11,234 New York, NY Scholarly Research - Lombardo, Tiziana Individual 25,000 20,192 4,808 Pajis, FRANCE Scholarly Research - - Low, :3etha East Individual 10,500 10,500 Hampton, NY Scholarly Research - Lucherini, Bettina Individual 16,923 - 16,923 Los Angeles, CA Scholarly Research - - Magreta, Todd Individual 17,296 17,296 Brooklyn, NY Scholarly Research - Maxwrll, Fiona Individual 17,296 17,296 Sydney, AUSTRALIA 0 Scholarly Research
(150) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS. Q;:IWFTIS -AND ND URANTSG -- PART XV. LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 - Mayer, Lance Individual 10,500 10,500 New London, CT Scholarly Research - Meadow, Mark Individual 72,500 72,500 Santa Barbara, CA Scholarly Research Micke-in, Iris Individual 961 - - 961 Goeppingen, GERMANY Scholarly Research Mihailescu, Teofil Individual 17,296 - 17,296 - Brasov, ROMANIA Scholarly Research Minei, Carolyn Individual 17,296 - 17.296 Westwood, MA Scholarly Research Murphy, Erin W. Individual 4,808 - 4,808 - Winfield, NY Scholarly Research Myers, Gay New Individual - 10,500 - 10,500 London, CT Scholarly Research - - Nicholson, Kathleen Individual 67,645 67,645 Eugene, OR Scholarly Research - - North, Michael Individual 10,500 10,500 Gre-ifswald, GERMANY Scholarly Research Ostergren, Gail Individual 25,000 - 20,192 4,808 Lo,5 Angeles, CA Scholarly Research - Papaccio, Valerio Individual 10,500 10,500 Pompeii, ITALY Scholarly Research Pearson, Sacha Individual 17,296 14,413 2,883 Berkeley, CA Scholarly Research Perchuk, Andrew Individual 18,000 17,702 298 Los Angeles, CA Scholarly Research - Perkinson, Roy Individual 10,500 - 10,500 Boston, MA Scholarly Research - - Pinchera, Valeria Individual 10,500 10,500 Pisa, ITALY Scholarly Research
(151) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS PART XV. LIKE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Pu[pose Tax Status June 30. 2 2 Fiscal 2003 Fiscal 2003 June 30, 2003 Pollock, Griselda Individual 10,500 - 10,500 - Leeds, GREAT BRITAIN Scholarly Research Posner, Katrina Individual 25,000 - 20,192 4,808 Brooklyn, NY Scholarly Research Preimesberger, Rudolf Individual 35,000 - 35,000 - Berlin, GERMANY Scholarly Research Pruscha, Carl Individual 21,000 - 16,154 4,846 Vienna, AUSTRIA Scholarly Research Ramage, Nancy H. Individual - 10,500 - 10,500 Ithaca, NY Scholarly Research Reynaud, Francoise Individual - 10,500 - 10,500 Paris, FRANCE Scholarly Research Reynolds, Catherine Individual 10,500 - 10,500 - London, GREAT BRITAIN Scholarly Research Roberts, Pamela Individual 10,500 - 10,500 Bath, GERMANY Scholarly Research Rosenstone, Robert Individual 75,000 - 75,000 - Pacific Palisades, CA Scholarly Research Salazar, Martin Individual 25,000 - 20,192 4,808 New York, NY Scholarly Research Schatborn, Peter Individual - 10,500 - 10,500 Amsterdam, THE NETHERLANDS Scholarly Research Senke,vitch, Tatiana Individual 36,000 - 16,085 19,915 Paris, FRANCE Scholarly Research Smith, Paul Individual 10,500 10,500 - Birmingham, GREAT BRITAIN Scholarly Research Solana Came, Lourdes Individual 17,296 16,335 961 Barcelona, SPAIN Scholarly Research Stark, Maimie Individual 17,296 17,296 - New York, NY Scholarly Research
(152) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR T14E FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS -- PART XV, LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Purpose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30. 2003 Stein, Sally Individual 50,000 50,000 - Los Angeles, CA Scholarly Research Sussman, Elizabeth Individual 10,500 - 10,500 - New York, NY Scholarly Research Tandon, Aparna Individual 10,500 3,500 14,000 - Jammu & Kashmir, INDIA Scholarly Research Tanimoto, Satoko Individual 4,808 - 4,808 - Kolbe, JAPAN Scholarly Research Thomae, Dietrich Individual 75,000 - 75,000 - Beflin, GERMANY Scholarly Research nurman, Christa Individual - 10,500 - 10,500 Chicago, IL Scholarly Research Tillerot, Isabelle Individual 36,000 - 16,085 19,915 Dijon, FRANCE Scholarly Research Tronzo, William Individual 7,000 - 7,000 - Los Angeles, CA Scholarly Research Van Balen, Koenraad Individual 31,500 - 31,500 - Leuven, BELGIUM Scholarly Research Veliz, Dr. Zahira Individual 10,500 - - 10,500 London, GREAT BRITAIN Scholarly Research Wei, Shuya Individual 25,000 - 20,192 4,808 Henan, PEOPLES REPUBLIC of CHINA Scholarly Research Weick, Roger Individual - 10,500 - 10,500 New York, NY Scholarly Research Weinberg, Jonathan Individual 64,000 - 64,000 - Jersey City, NJ Scholarly Research Whyte, Alison Individual 25,000 - - 25,000 West Vancouver, CANADA Scholarly Research Wiedemann, Albert Individual 14,000 3,500 17,500 - Berlin, GERMANY ~ 0 Scholarly Research
(153) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
CONTRIBUTIONS, GIFTS AND GRANTS PART XV. LINE 3
Name and Address of Grantee Unpaid as of Approved in Paid in Unpaid as of Statement of Pu!pose Tax Status June 30, 2002 Fiscal 2003 Fiscal 2003 June 30, 2003 Wilmering, Antoine Individual - 1,700 1,700 - Van Nuys, CA Scholarly Research Wrigley, Richard Individual 10,500 - 10,500 - London, GREAT BRITAIN Scholarly Research Zeidl(.-r, Sebastian Individual 36,000 - 16,085 19,915 Hamburg, GERMANY Scholarly Research Ziskin, Rochelle Individual - 49,669 - 49,669 Kansas City, MO Scholarly Research Total Residential Scholar Programs 1,777,988 677,068 1,514,461 940,595 Total Gifts and Grants 5,474,316 29,626,050 19,308,042 15,792,324
0
(154) THE J. PAUL GETTY TRUST
EMPLOYER IDENTIFICATION NO. 95-1790021
A STATEMENT ATTACHED TO AND MADE PART OF FEDERAL RETURN OF PRIVATE FOUNDATION EXEMPT FROM INCOME TAX FOR THE FISCAL YEAR ENDED JUNE 30,2003
RELATIONSHIP OF ACTIVITIES TO THE ACCOMPLISHMENT OF EXEMPT PURPOSES--PART XVI-13
Line Relationship 1 . (a) The Getty Leadership Institute for Museum Management is an intensive, four-week residential program designed to provide middle- and senior-level museum professionals with training in the leadership, management and business skills required for the successful operation of museums.
1 . (b) The Getty put on numerous public performances including "Selected Shorts" a series of readings of classic and contemporary short stories as well as theater and dance performances designed to attract an audience that might not otherwise visit the museum. The J. Paul Getty Museum's Summer Concert Series and Friday Night Concerts introduce audiences to music that might not otherwise be performed in the Los Angeles area. Each concert is accompanied by a lecture and extensive program notes to place the music in historical perspective against works of art in the Museurns collections.
1 . (c) The Getty Museum provides a variety of professional development workshops, community collaboration workshops and teacher collaboration workshops to help local educators and leaders integrate art education into their activities.
1 . (d) Royalties are received from three sources . The Bibliography of the History of Art provides the most comprehensive English language indexing and abstracting service for articles, books and exhibition catalogues on Western art from late antiquity to the present . Art and Architectural Technical Abstracts is a major source reference in conservation, publishing 2,500 abstracts per year covering technical examination, investigation, analysis, restoration preservation and documentation of works of historic and artistic value. The Avery Index to Architectural Periodicals contains 470,000 records and is distributed worldwide.
1 . (e) The Museum makes audioguides available to its visitors for a small charge. These random access units allow visitors to take a personalized tour of the collections by offering commentary and perspectives on works of art in the collections by curators, scholars, educators, artists and local leaders in both English and Spanish.
L(o Upon request, the Museum and the Research Institute make available photographs and slides of works of art in its collections. These photographs are provided free of charge to scholars and arts institutions. A nommal charge is made for other requests to offset production costs. From time to time the Getty hosts gatherings of local charitable and non-profit institutions. Amounts charged for these events offset Getty's facilities and security expenses.
10. The Museum bookstore makes available to the public a wide variety of general art books as well as publications, prints and postcards specific to the Museum's collections. Additionally, scholarly publications produced by J. Paul Getty Trust Publications, the Research Institute and the Conservation Institute are available from the bookstore .
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