990-PF - The Getty

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95-1790021 Part X Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see page 25 of the instructions.) 1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., Form 990-PF (2006) Page 8 a b c d e mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm purposes: Average monthly fair market value of securities Average of monthly cash balances Fair market value of all other assets (see page 25 of the instructions) Total (add lines 1a, b, and c) Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanation) mmmmmmmmmmmmmmmmmmmmm 1e Acquisition indebtedness applicable to line 1 assets Subtract line 2 from line 1d Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see page 26 of the instructions) Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 Minimum investment return. Enter 5% of line 5 2 mmmmmmmmmmmmmmmmmmmmmmmmmmmm 3 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 4 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 5 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mm I X 2a Tax on investment income for 2006 from Part VI, line 5 mmmmmmmm b Income tax for 2006. (This does not include the tax from Part VI.)m mm 5 Add lines 3 and 4 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 6 Deduction from distributable amount (see page 26 of the instructions) mmmmmmmmmmmmmmmmmm 7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm JSA 6E1470 3.000 KL4408 1639 562005 1a 1b 1c 1d 2 3 7 5,907,260,348. 297,188. 13,456,198. 5,921,013,734. 46,222,651. 5,874,791,083. 4 88,121,866. 5 5,786,669,217. 6 6 289,333,461. Part XI Distributable Amount (see page 26 of the instructions) (Section 4942(j)(3) and (j)(5) private operating 1 foundations and certain foreign organizations check here and do not complete this part.) Minimum investment return from Part X, line 6 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 1 2a 2b c Add lines 2a and 2b mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 2c 3 Distributable amount before adjustments. Subtract line 2c from line 1 mmmmmmmmmmmmmmmmmm 3 4 Recoveries of amounts treated as qualifying distributions mmmmmmmmmmmmmmmmmmmmmmmmm 4 5 6 Part XII Qualifying Distributions (see page 26 of the instructions) 1 a b Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes: Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26mmmmmmmmmmmmmmmmm Program-related investments - total from Part IX-Bmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 1a 1b 210,277,025. NONE 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposesmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 2 71,729,463. 3 a b 4 Amounts set aside for specific charitable projects that satisfy the: Suitability test (prior IRS approval required) mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 3a Cash distribution test (attach the required schedule) mmmmmmmmmmmmmmmmmmmmmmmmmmm 3b Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4 mmmmmm 4 NONE NONE 282,006,488. 5 6 Foundations 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 27 of the instructions) mmmmmmmmmmmmmmmmmm Adjusted qualifying distributions. Subtract line 5 from line 4 mmmmmmmmmmmmmmmmmmmmmm 5 6 N/A 282,006,488. Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years. Form 990-PF (2006) 12
Form 990-PF (2006) Part XIII Undistributed Income (see page 27 of the instructions) 1 Distributable amount for 2006 from Part XI, line 7 mmmmmmmmmmmmmmmmmmmmm 2 Undistributed income, if any, as of the end of 2005: a Enter amount for 2005 only mmmmmmmmmm b Total for prior years: , , 3 Excess distributions carryover, if any, to 2006: NONE NONE NONE NONE NONE a From 2001 mmmmmm b From 2002 mmmmmm c From 2003 mmmmmm d From 2004 mmmmmm e From 2005 mmmmmm f Total of lines 3a through e mmmmmmmmmmm 4 Qualifying distributions for 2006 from Part XII, line 4: I $ 282,006,488. a Applied to 2005, but not more than line 2a mmm b Applied to undistributed income of prior years (Election required - see page 27 of the instructions) mm c Treated as distributions out of corpus (Election required - see page 27 of the instructions) mmm d Applied to 2006 distributable amount mmmmm e Remaining amount distributed out of corpus mm 5 Excess distributions carryover applied to 2006 m (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 mmmmmmmmmmmmmm 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 mmmmmmmm d Subtract line 6c from line 6b. Taxable amount - see page 27 of the instructions mmmm e Undistributed income for 2005. Subtract line 4a from line 2a. Taxable amount - see page 27 of the instructions mmmmmmmmmmmmmmm f Undistributed income for 2006. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2007 mmmmmmmmmmmmm 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(E) or 4942(g)(3) (see page 28 of the instructions) mmmmmmmmmmmmm 8 Excess distributions carryover from 2001 not applied on line 5 or line 7 (see page 28 of the instructions) mmmmmmmmmmmmmmmm 9 Excess distributions carryover to 2007. Subtract lines 7 and 8 from line 6a mmmmmmm 10 Analysis of line 9: a Excess from 2002 mmm b Excess from 2003 mmm c Excess from 2004 mmm d Excess from 2005 mmm e Excess from 2006 mmm JSA 6E1480 3.000 NONE NONE NONE NONE NONE KL4408 1639 562005 95-1790021 (a) (b) (c) (d) Corpus Years prior to 2005 2005 2006 NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE Page 9 Form 990-PF (2006) 13
Page 1 and 2: Form990-PF Department of the Treasu
Page 3 and 4: Form 990-PF (2006) Capital Gains an
Page 5 and 6: 95-1790021 Part VII-A Statements Re
Page 7: 95-1790021 Information About Office
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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990-PF - The Getty

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