l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491131008455 Return of Private Foundation OMB No 1545-0052 Form 990 -PF or Section 4947(a)(1) Trust Treated as Private Foundation 0- Do not enter Social Security numbers on this form as it may be made public . By law, the 2013 IRS cannot redact the information on the form. Department of the Treasury 0- Information about Form 990-PF and its instructions is at www.irs.gov/form990pf . Internal Revenue Service For calendar year 2013 , or tax year beginning 07 -01-2013 , and ending 06-30-2014 Name of foundation A Employer identification number The I Paul Getty Trust 95-1790021 O/o WILLIAM G HUMPHRIES Number and street (or P 0 box number if mail is not delivered to street address) Room/suite U ieiepnone number (see instructions) 1200 Getty Center Drive Suite 401 Suite (310) 440-6040 City or town, state or province, country, and ZIP or foreign postal code C If exemption application is pending, check here F Los Angeles, CA 90049 G Check all that apply r'Initial return r'Initial return of a former public charity D 1. Foreign organizations, check here F r-Final return r'Amended return 2. Foreign organizations meeting the 85% test, r Address change r'Name change check here and attach computation E If private foundation status was terminated H Check type of organization FSection 501(c)(3) exempt private foundation und er section 507 ( b )( 1 )( A ), c hec k here F_ Section 4947(a)(1) nonexempt charitable trust r'Other taxable private foundation I Fair market value of all assets at end J Accounting method F Cash F Accrual F If the foundation is in a 60-month termination of year (from Part II, col. (c), r Other (specify) under section 507(b)(1)(B), check here 0- F line 11,982,862,131 (Part I, column (d) must be on cash basis.) (d) Disbursements Analysis of Revenue and Expenses (The (a) Revenue and (b) Net investment (c) Adjusted net for charitable total of amounts in columns (b), (c), and (d) may not expenses per income income purposes necessanly equal the amounts in column (a) (see books instructions) ) (cash basis only) 1 Contributions, gifts, grants, etc , received (attach 12,797,089 schedule) 2 Check ► F- if the foundation is not required to attach Sch B 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities. 9,673,522 9,213,210 9,673,522 5a Gross rents . 331,658 331,658 331,658 b Net rental income or (loss) 208,378 C, 6a Net gain or (loss) from sale of assets not on line 10 581,327,747 b Gross sales price for all assets on line 6a 7575 1, 719, 213, 097 7 Capital gain net income (from Part IV, line 2) . 382,569,189 8 Net short-term capital gain . 45,007,575 9 Income modifications . 985,145 10a Gross sales less returns and allowances 18,213,087 b Less Cost of goods sold . 8,992,280 c Gross profit or (loss) (attach schedule) . 9,220,807 9,220,807 11 Other income (attach schedule) . 85,301,826 104,478,169 133,451,140 12 Total . Add lines 1 through 11 . 698,652,649 496,592,226 198,669,847 13 Compensation of officers, directors, trustees, etc 6,243,203 1,131,667 1,305,750 4,937,453 14 Other employee salaries and wages 78,612,008 512,031 3,416,192 75,195,816 15 Pension plans, employee benefits . 36,545,984 774,746 2,118,932 34,427,052 16a Legal fees (attach schedule) . ^ 727,554 350,152 350,152 377,402 b Accounting fees (attach schedule) . 709,712 243,475 466,237 243,475 W c Other professional fees (attach schedule) . 10,390,024 10,005,768 10,005,768 384,256 17 Interest . 21,426,281 21,426,281 4Z 18 Taxes (attach schedule) (see instructions) 921,774 342 665,953 255,821 19 Depreciation (attach schedule) and depletion . 47,154,045 44,626 132,203 20 Occupancy . 13,245,521 23,162 758,996 12,486,525 21 Travel, conferences, and meetings . 6,291,931 190,764 805,999 5,485,931 r_ 22 Printing and publications . 1,191,349 1,536 47,674 1,143,675 23 Other expenses (attach schedule) . 45,423,040 61,413,000 86,697,104 25,849,600 5= 24 Total operating and administrative expenses. Add lines 13 through 23 . 268,882,426 74,691,269 128,197,241 160,787,006 25 Contributions, gifts, grants paid . 14,387,586 13,317,130 26 Total expenses and disbursements . Add lines 24 and 283,270,012 74,691,269 128,197,241 174,104,136 25 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements 415,382,637 b Net investment income (if negative, enter -0-) 421,900,957 c Adjusted net income (if negative, enter -0-) 70,472,606 For Paperwork Reduction Act Notice, see instructions . Cat No 11289X Form 990-PF (2013) Form 990-PF (2013) Panes 2 Attached schedules and amounts in the description column Beginning of year End of year Balance Sheets should be for end-of- y ear amounts onl y (See instructions ( a) Boo k Va l ue ( b ) Boo k Va l ue ( c) F air M arket Va l ue 1 Cash-non-interest-bearing . 274,667 5,552,300 5,552,300 2 Savings and temporary cash investments . 227,267,856 301,349,213 301,349,213 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 instructions) . 7 Other notes and loans receivable ( attach schedule) Oil Less allowance for doubtful accounts ► cn 8 Inventories for sale or use . 4,437,841 3,169,350 4,282,078 9 Prepaid expenses and deferred charges . 8,693,770 6,446,272 6,446,272 uti 4 10a Investments - U S and state government obligations (attach schedule ) 95,470,351 77,232,765 77,232,765 b Investments -corporate stock ( attach schedule ) . 228,241,59 7 345,674,265 345,674,265 c Investments - corporate bonds ( attach schedule ). 45,046,201 80,687,439 80,687,439 11 Investments - land, buildings, and equipment basis ► Less accumulated depreciation ( attach schedule) Oil 12 Investments - mortgage loans . 72,588,984 34,838,435 34,838,435 13 Investments -other ( attach schedule ) . 5,231,404,120 5,844,553 ,801 5,844,553,801 14 Land, buildings , and equipment basis Ilk, 1,782,516,255 Less accumulated depreciation ( attach schedule ) Oil 678,010,580 1,140,894,245 1,104,505 ,675 1,118,031,625 15 Other assets (describe llk^ ) 2,285,243,646 2,331,655,475 4,164,213,938 16 Total assets ( to be completed by all filers-see the instructions Also, see page 1, item I) 9,339,563,278 10,135,664,990 11,982,862,131 17 Accounts payable and accrued expenses . 521,253,367 500,281,326 18 Grants payable . 5,285,576 8,414,790 19 Deferred revenue . +' 20 Loans from officers, directors , trustees, and other disqualified persons 21 Mortgages and other notes payable ( attach schedule ) . 612,775,000 607,885,000 J 22 Other liabilities ( describe ) 95 10,642,182 Qg 8,933,184 23 Total liabilities ( add lines 17 through 22) . 1,149,956,125 1,125,514,300 Foundations that follow SFAS 117, check here F and complete lines 24 through 26 and lines 30 and 31. Q} 24 U nrestricted . 8,184,517,187 9,003,843,804 25 Temporarily restricted . 3,638,725 4,801,099 26 Permanently restricted . 1,451,241 1,505,787 Foundations that do not follow SFAS 117, check here Ilk, fl and complete lines 27 through 31. u_ 27 Capital 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 w1 30 Total net assets or fund balances ( see page 17 of the instructions) . 8,189,607,153 9,010,150,690 Z 31 Total liabilities and net assets/ fund balances ( see page 17 of the instructions ) . 9,339,563,278 10,135,664,990 UMM 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) . 1 8,189,607,153 2 Enter amount from Part I, line 27a . 2 415,382,637 3 423,687,245 3 Other increases not included in line 2 (itemize) ► S 4 Add lines 1, 2, and 3 . 4 9,028,677,035 5 18,526,345 5 Decreases not included in line 2 (itemize) ► S 6 Total net assets or fund balances at end of year (line 4 minus line 5)- Part II, column (b), line 30 6 9,010,150,690 Form 990-PF (2013) Form 990-PF (2013) Page 3 Ca ital Gains and Losses for Tax on Investment Income (b) How acquired (a) List and describe the kind (s) of property sold (e g , real estate, ( c) Date acquired (d) Date sold P-Purchase 2-story brick warehouse, or common stock, 200 shs MLC Co (mo , day, yr (mo , day, yr D-Donation la PUBLICLY TRADED EQUITY INVESTMENTS - LT P b PUBLICLY TRADED EQUITY INVESTMENTS - ST P c PUBLICLY TRADED FIXED INCOME INVESTMENTS - LT P d PUBLICLY TRADED FIXED INCOME INVESTMENTS - ST e ( f) Depreciation allowed ( g) Cost or other basis (h) Gain or (loss) (e) Gross sales price (or allowable ) plus expense of sale ( e) plus ( f) minus (g) a 152,018,061 82,673,445 69,344,616 b 432,587,721 425,425,436 7,162,285 c 176,474,774 131,917,961 44,556,813 d 701,950,259 693,838,460 8,111,799 e Complete only for assets showing gain in column ( h) and owned by the foundation on 12/31/69 ( I) Gains ( Col (h) gain minus (j) Adjusted basis (k) Excess of col (i) col (k), but not less than -0-) or (i) F M V as of 12/31/69 as of 12/31/69 over col (j), if any Losses (from col (h)) a 69,344,616 b 7,162,285 c 44,556,813 d 8,111,799 e If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) If ( loss), enter -0- in Part I, line 7 2 382,569,189 3 Net short - term capital gain or ( loss) as defined in sections 1222( 5) and (6) If gain, also enter in Part I, line 8 , column ( c) (see instructions