990-PF - The Getty

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Form 990-PF (2006) 95-1790021 Page 4 Part VI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see page 19 of the instructions) 1a Exempt operating foundations described in section 4940(d)(2), check here I X and enter "N/A" on line 1. mmm7 Date of ruling letter: 10/25/1985 (attach copy of ruling letter if necessary - see instructions) mmmm * I 8 here and enter 1% of Part I, line 27b mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b) b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 c 9 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) mmm 3 Add lines 1 and 2 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) mmm 5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- mmmmmmmmmmmmm 2 3 4 5 6 Credits/Payments: a 2006 estimated tax payments and 2005 overpayment credited to 2006m mmm 6a b Exempt foreign organizations-tax withheld at source mmmmmmmmmmmmm 6b c Tax paid with application for extension of time to file (Form 8868)m mmmmmm 6c d Backup withholding erroneously withheld mmmmmmmmmmmmmmmmmm 6d 7 Total credits and payments. Add lines 6a through 6d mmmmmmmmmmmmmmmmmmmmmmmmmmmmm 7 8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached mmmmmm 8 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed mmmmmmmmmmmmmmmmI 9 10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid mmmmmmmmmmI 10 11 Enter the amount of line 10 to be: Credited to 2007 estimated taxI Refunded I 11 Part VII-A Statements Regarding Activities 1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 20 of the instructions for definition)? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities. c Did the foundation file Form 1120-POL for this year? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year: (1) On the foundation. I$ (2) On foundation managers. I $ e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on I $ NONE NONE NONE NONE NONE NONE foundation managers. NONE 2 Has the foundation engaged in any activities that have not previously been reported to the IRS? mmmmmmmmmmmmmmmm If "Yes," attach a detailed description of the activities. 3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes mmmmmmmmmmmm 4a Did the foundation have unrelated business gross income of $1,000 or more during the year? mmmmmmmmmmmmmmmmm b If "Yes," has it filed a tax return on Form 990-T for this year? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? mmmmmmmmmmmmmmmmmm If "Yes," attach the statement required by General Instruction T. 6 7 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? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV. mm 8a Enter the states to which the foundation reports or with which it is registered (see page 20 of the instructions) CA,NY, I mmmmmmmmmmmmmmmmmm b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? If "No," attach explanation 8b 1a 1b 1c 2 3 4a 4b 5 6 7 Yes No 9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2006 or the taxable year beginning in 2006 (see instructions for Part XIV on page 28)? If "Yes," complete Part XIV mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 9 X 10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 10 X Form 990-PF (2006) JSA 6E1440 3.000 KL4408 1639 562005 8 X X X X X N/A NONE NONE NONE NONE NONE X X X X X X
95-1790021 Part VII-A Statements Regarding Activities Continued 11a At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) mmmmmmmmmmmmmmmmmmmmmmmmm 11a b If "Yes," did the foundation have a binding written contract in effect on August 17, 2006, covering the interest, rents, royalties, and annuities described in the attachment for line 11a? mmmmmmmmmmmmmmmmmmmmmmmmmmm 12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract? mmmmmmmmmmmmmmmmm 11b 12 13 14 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? 13 X Website address I HTTP://WWW.GETTY.EDU The books are in care of I NANCY OGATA Telephone no. I 310 440-6040 Located at I1200 GETTY CENTER DRIVE, LOS ANGELES, CA ZIP + 4 I90049 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-F in lieu of Form 1041 - Check here N/A Form 990-PF (2006) Page 5 15 mmmmmmmmmmmmmmmmmmm I and enter the amount of tax-exempt interest received or accrues during the year mmmmmmmmmmmmmmmmmm 15 Part VII-B Statements Regarding Activities for Which Form 4720 May Be Required 1a File Form 4720 if any item is checked in the "Yes" column, unless an exception applies. During the year did the foundation (either directly or indirectly): (1) Engage in the sale or exchange, or leasing of property with a disqualified person? mmmmmmmm Yes X No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? mmmmmmm (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? mmmmmmmm X X Yes Yes Yes X No No 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)? mmmmmmmmmmmmmmmmmmmmmmmmm (6) Agree to pay money or property to a government official? (Exception. Check "No" Yes X No if the foundation agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days.) mmmmmmmmmmmmm Yes X 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 22 of the instructions)? mmmmmmmmmmm Organizations relying on a current notice regarding disaster assistance check here mmmmmmmmmmmmmI c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2006? mmmmmmmmmmmmmmmmmmmmmmmm 2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating foundation defined in section 4942(j)(3) or 4942(j)(5)): mmmmmmmmmmmmmmmmmmmmmm a At the end of tax year 2006, did the foundation have any undistributed income (lines 6d I and 6e, Part XIII) for tax year(s) beginning before 2006? If "Yes," list the years , , , Yes No b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? (If applying section 4942(a)(2) to all years listed, answer "No" and attach statement - see page 22 of the instructions.) mmmmmmmmmmmmmmmmmmmm 2b c 3a If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here. , , , I Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm X Yes No b If "Yes," did it have excess business holdings in 2006 as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the foundation had excess business holdings in 2006.) mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 3b 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? mmmmmmm 4a b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2006? 4b JSA 6E1450 3.000 KL4408 1639 562005 X mmmmmmmmmmmm 1b 1c I Yes No Form 990-PF (2006) 9 X X X X X X X X X
Page 1 and 2: Form990-PF Department of the Treasu
Page 3: Form 990-PF (2006) Capital Gains an
Page 7 and 8: 95-1790021 Information About Office
Page 9 and 10: Form 990-PF (2006) Part XIII Undist
Page 11 and 12: 95-1790021 Part XV Supplementary In
Page 13 and 14: 95-1790021 Page 13 Part XVII Inform
Page 15 and 16: Schedule B Schedule of Contributors
Page 17 and 18: Schedule B (Form 990, 990-EZ, or 99
Page 43 and 44: THE J. PAUL GETTY TRUST 95-1790021
Page 45 and 46: 6E7000 1.000 RENT AND ROYALTY INCOM
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THE J. PAUL GETTY TRUST 95-1790021
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Schedule D (Form 1041) 2006 Page 2
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Form 4797 (2006) Page 2 Part III Ga
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95-1790021 Gain From Disposition of
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