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DAVID AND LUCILE PACKARD FOUNDATION

LOS ALTOS, CA 94022-3639 | Tax-exempt since May 1964
  • EIN: 94-2278431
  • Classification (NTEE)
    Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations)
  • Nonprofit Tax Code Designation: 501(c)(3)
    Defined as: Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.
  • Donations to this organization are tax deductible.
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Tax Filings by Year

The IRS Form 990 is an annual information return that most organizations claiming federal tax-exempt status must file yearly. Read the IRS instructions for 990 forms.

If this organization has filed an amended return, it may not be reflected in the data below. Duplicated download links may be due to resubmissions or amendments to an organization's original return.

  • Information circle outline

    The Internal Revenue Service is substantially delayed in processing and releasing nonprofit filings, so documents available here may not be the most recent an organization has filed. ProPublica posts new tax forms as they are released by the IRS.

Fiscal year ending

Dec. 2020

Fiscal year ending Dec.

2020

  • The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Total Revenue

$658,614,112

Total Expenses $555,357,553
Notable sources of revenue Percent of total revenue
Contributions received $0
Interest revenue $109 0.0%
Dividends $37,551,965 5.7%
Sales of assets $617,829,219 93.8%
Other income $2,356,001 0.4%
Notable expenses Percent of total expenses*
Charitable disbursements $407,837,210 73.4%
Compensation of officers* $4,725,889 0.9%
Other
Total Assets $9,043,451,760
Total Liabilities $324,225,826
* Officer compensation may be included in charitable disbursements, so values may add up to greater than 100%.
Fiscal year ending

Dec. 2019

Fiscal year ending Dec.

2019

PDF

990-PF
990-T

Full Text

990PF (filed on Nov. 16, 2020)

Full Filing

Raw XML

990PF

Total Revenue

$583,512,886

Total Expenses $391,853,835
Notable sources of revenue Percent of total revenue
Contributions received $1,750,000 0.3%
Interest revenue $76 0.0%
Dividends $51,415,761 8.8%
Sales of assets $521,438,297 89.4%
Other income $8,548,891 1.5%
Notable expenses Percent of total expenses*
Charitable disbursements $412,091,471 > 100%
Compensation of officers* $4,414,059 1.1%
Other
Total Assets $7,969,450,311
Total Liabilities $196,082,584
* Officer compensation may be included in charitable disbursements, so values may add up to greater than 100%.
Key Employees and Officers Compensation
KIMBERLY SARGENT (CHIEF INVESTMENT OFFICER) $2,101,436
CHRISTINE ORTIZ ARENT (MANAGING DIR REAL AS) $1,175,303
SECK-ENG TAN (MANAGING DIR PRIVATE) $1,094,372
CAROL S LARSON (PRESIDENT/CEO) $965,186
SILPA S PERICHERLA (MANAGING DIR GLOBAL) $918,568
DAVID R CORMIER (INVESTMENT OPERATION) $739,471
BEN CHIQUOINE (PORTFOLIO MANAGER) $489,791
CHRISTOPHER C DECARDY (VP/DIR. OF PROGRAMS) $462,239
MARY ANNE RODGERS (SECRETARY/GENERAL COUNSEL) $461,630
CRAIG T NEYMAN (VICE PRESIDENT/CFO) $423,567
JULIE E PACKARD (VICE CHAIRMAN) $0
NANCY A BURNETT (VICE CHAIRMAN) $0
DAVID M ORR (CHARIMAN) $0
EDWARD W BARNHOLT (TRUSTEE) $0
JASON K BURNETT (TRUSTEE) $0
MICHAEL C CAMUNEZ (TRUSTEE) $0
SIERRA CLARK (TRUSTEE) $0
MICHAEL KLAG (TRUSTEE) $0
STEPHEN LOCKHART (TRUSTEE) $0
JANE LUBCHENCO (TRUSTEE) $0
LINDA MASON (TRUSTEE) $0
KATHERINE ORR (TRUSTEE) $0
SUSAN PACKARD ORR (TRUSTEE) $0
LOUISE STEVENS (TRUSTEE) $0
WARD W WOODS (TRUSTEE (TERM EXP. 6/19)) $0
Fiscal year ending

Dec. 2018

Fiscal year ending Dec.

2018

PDF

990-PF
990-T

Full Text

990PF (filed on Nov. 15, 2019)

Full Filing

Raw XML

990PF

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Key Employees and Officers Compensation
John H Moehling See Stmt 28 (Former CIO (retired 1/12/18)) $4,370,350
Kimberly Sargent See Stmt 28 (Chief Investment Officer) $1,752,573
Christine A Ortiz (Managing Dir Real As) $1,199,104
Seck-Eng Tan (Managing Dir Private) $1,137,935
Carol S Larson See Stmt 28 (President/CEO) $859,193
Silpa S Pericherla (Managing Director Gl) $812,874
David R Cormier (Investment Operation) $710,677
Chris DeCardy See Stmt 28 (Vice President/Dir. of Pro) $444,912
Mary Anne Rodgers See Stmt 28 (Secretary/General Counsel) $443,263
Craig T Neyman See Stmt 28 (Vice President/CFO) $402,913
Walter Reid (Director, C&S) $384,216
David Orr See Stmt 28 (Chairman) $0
Nancy Packard Burnett See Stmt 28 (Vice Chairman) $0
Julie E Packard See Stmt 28 (Vice Chairman) $0
Susan Packard Orr See Stmt 28 (Trustee) $0
Edward W Barnholt See Stmt 28 (Trustee) $0
Jason K Burnett See Stmt 28 (Trustee) $0
Sierra Clark See Stmt 28 (Trustee) $0
Michael Klag See Stmt 28 (Trustee) $0
Stephen Lockhart See Stmt 28 (Trustee) $0
Jane Lubchenco See Stmt 28 (Trustee) $0
Linda Mason See Stmt 28 (Trustee) $0
Louise Stevens See Stmt 28 (Trustee) $0
Ward W Woods See Stmt 28 (Trustee) $0
Katherine Orr See Stmt 28 (Trustee) $0
See filing for 2 more →
Fiscal year ending

Dec. 2017

Fiscal year ending Dec.

2017

PDF

990-PF
990-T
990-T

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

Dec. 2016

Fiscal year ending Dec.

2016

PDF

990-PF
990-T

Full Text

990PF (filed on Nov. 10, 2017)

Full Filing

Raw XML

990PF

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Key Employees and Officers Compensation
John H Moehling See Stmt 28 (Chief Investment Officer) $2,496,612
Kimberly B Sargent (Senior Managing Dire) $1,193,432
Christine A Ortiz (Managing Dir Real As) $1,113,160
Seck-Eng Tan (Managing Dir Private) $1,031,793
Carol S Larson See Stmt 28 (President/CEO) $759,855
Silpa S Pericherla (Managing Director Gl) $618,504
David R Cormier (Investment Operation) $597,625
Chris DeCardy See Stmt 28 (Vice President/Dir. of Programs) $408,710
Mary Anne Rodgers See Stmt 28 (Secretary/General Counsel) $405,710
Craig T Neyman See Stmt 28 (Vice President/CFO) $368,613
Susan Packard Orr See Stmt 28 (Chairman) $0
Nancy Packard Burnett See Stmt 28 (Vice Chairman) $0
Julie E Packard See Stmt 28 (Vice Chairman) $0
Edward W Barnholt See Stmt 28 (Trustee) $0
Ipek Burnett See Stmt 28 (Trustee) $0
Jason K Burnett See Stmt 28 (Trustee) $0
James Clark See Stmt 28 (Trustee) $0
Sierra Clark See Stmt 28 (Trustee) $0
Linda Griego See Stmt 28 (Trustee) $0
Michael Klag See Stmt 28 (Trustee) $0
Stephen Lockhart See Stmt 28 (Trustee) $0
Jane Lubchenco See Stmt 28 (Trustee) $0
Linda Mason See Stmt 28 (Trustee) $0
David Orr See Stmt 28 (Trustee) $0
Louise Stevens See Stmt 28 (Trustee) $0
See filing for 2 more →
Fiscal year ending

Dec. 2015

Fiscal year ending Dec.

2015

PDF

990-PF
990-T
990-T

Full Text

990PF (filed on Nov. 10, 2016)

Full Filing

Raw XML

990PF

Total Revenue

$265,744,920

Total Expenses $372,325,799
Notable sources of revenue Percent of total revenue
Contributions received $0
Interest revenue $180 0.0%
Dividends $45,493,297 17.1%
Sales of assets $218,855,022 82.4%
Other income $1,218,266 0.5%
Notable expenses Percent of total expenses*
Charitable disbursements $331,345,997 89.0%
Compensation of officers* $4,319,648 1.2%
Other
Total Assets $7,025,827,179
Total Liabilities $208,671,828
* Officer compensation may be included in charitable disbursements, so values may add up to greater than 100%.
Key Employees and Officers Compensation
John H Moehling See Stmt 28 (Chief Investment Officer) $2,363,154
Christine A Ortiz (Manag. Dir.-Private) $1,125,395
Kimberly B Sargent (Manag. Dir.-Marketab) $1,103,427
Seck-Eng Tan (Manag. Dir.-Real Ass) $1,083,246
Carol S Larson See Stmt 28 (President/CEO) $764,490
Silpa S Pericherla (Associate Director) $591,742
David R Cormier (Director - Investmen) $549,784
Chris DeCardy See Stmt 28 (Vice President/Dir. of Pro) $411,841
Mary Anne Rodgers See Stmt 28 (Secretary/General Counsel) $408,249
Craig T Neyman See Stmt 28 (Vice President/CFO) $371,915
Susan Packard Orr See Stmt 28 (Chairman) $0
Nancy Packard Burnett See Stmt 28 (Vice Chairman) $0
Julie E Packard See Stmt 28 (Vice Chairman) $0
Edward W Barnholt See Stmt 28 (Trustee) $0
Ipek Burnett See Stmt 28 (Trustee) $0
Jason K Burnett See Stmt 28 (Trustee) $0
James Clark See Stmt 28 (Trustee) $0
Sierra Clark See Stmt 28 (Trustee) $0
Linda Griego See Stmt 28 (Trustee) $0
Michael Klag See Stmt 28 (Trustee) $0
Stephen Lockhart See Stmt 28 (Trustee) $0
Jane Lubchenco See Stmt 28 (Trustee) $0
Linda Mason See Stmt 28 (Trustee) $0
David Orr See Stmt 28 (Trustee) $0
Louise Stevens See Stmt 28 (Trustee) $0
See filing for 1 more →
Fiscal year ending

Dec. 2014

Fiscal year ending Dec.

2014

PDF

990-PF
990-PF

Full Text

990PF (filed on Nov. 13, 2015)

Full Filing

Raw XML

990PF

Total Revenue

$333,759,707

Total Expenses $355,503,242
Notable sources of revenue Percent of total revenue
Contributions received $0
Interest revenue $214 0.0%
Dividends $97,485,768 29.2%
Sales of assets $234,963,691 70.4%
Other income $1,070,885 0.3%
Notable expenses Percent of total expenses*
Charitable disbursements $318,711,380 89.7%
Compensation of officers* $4,126,729 1.2%
Other
Total Assets $7,084,903,284
Total Liabilities $203,019,931
* Officer compensation may be included in charitable disbursements, so values may add up to greater than 100%.
Key Employees and Officers Compensation
John H Moehling See Stmt 31 (Chief Investment Officer) $2,250,448
Kimberly B Sargent (Manag. Dir.-Marketab) $1,043,080
Christine A Ortiz (Manag. Dir.-Private) $1,003,812
Seck-Eng Tan (Manag. Dir.-Real Ass) $986,978
Carol S Larson See Stmt 31 (President/CEO) $780,099
Silpa S Pericherla (Associate Director) $501,965
David R Cormier (Director - Investmen) $467,012
Chris DeCardy See Stmt 31 (Vice President/Dir. of Pro) $385,346
Mary Anne Rodgers See Stmt 31 (Secretary/General Counsel) $376,209
Craig T Neyman See Stmt 31 (Vice President/CFO) $334,627
Susan Packard Orr See Stmt 31 (Chairman) $0
Nancy Packard Burnett See Stmt 31 (Vice Chairman) $0
Julie E Packard See Stmt 31 (Vice Chairman) $0
Edward W Barnholt See Stmt 31 (Trustee) $0
Ipek Burnett See Stmt 31 (Trustee) $0
Jason K Burnett See Stmt 31 (Trustee) $0
James Clark See Stmt 31 (Trustee) $0
Linda Griego See Stmt 31 (Trustee) $0
Michael Klag See Stmt 31 (Trustee) $0
Jane Lubchenco See Stmt 31 (Trustee) $0
Linda Mason See Stmt 31 (Trustee) $0
David Orr See Stmt 31 (Trustee) $0
William K Reilly See Stmt 31 (Trustee) $0
Louise Stevens See Stmt 31 (Trustee) $0
Colburn S Wilbur See Stmt 31 (Trustee) $0
See filing for 1 more →
Fiscal year ending

Dec. 2013

Fiscal year ending Dec.

2013

PDF

990-PF
990-PF
990-T

Full Text

990PF (filed on Dec. 29, 2014)

Full Filing

Raw XML

990PF

Total Revenue

$283,023,038

Total Expenses $353,894,166
Notable sources of revenue Percent of total revenue
Contributions received $0
Interest revenue $265 0.0%
Dividends $69,700,277 24.6%
Sales of assets $211,811,962 74.8%
Other income $1,300,327 0.5%
Notable expenses Percent of total expenses*
Charitable disbursements $319,857,677 90.4%
Compensation of officers* $3,673,036 1.0%
Other
Total Assets $6,902,501,278
Total Liabilities $253,672,973
* Officer compensation may be included in charitable disbursements, so values may add up to greater than 100%.
Key Employees and Officers Compensation
John H Moehling See Stmt 31 (Chief Investment Officer) $1,958,612
Kimberly B Sargent (Manag. Dir.-Marketab) $951,665
Seck-Eng Tan (Manag. Dir.-Private) $892,807
Christine A Ortiz (Manag. Dir.-Real Ass) $882,772
Carol S Larson See Stmt 31 (President/CEO) $688,399
Silpa S Pericherla (Associate Director) $420,269
David R Cormier (Investment Operation) $392,327
Chris DeCardy See Stmt 31 (Vice President/Dir. of Pro) $361,302
Mary Anne Rodgers See Stmt 31 (Secretary/General Counsel) $348,212
Craig T Neyman See Stmt 31 (Vice President/CFO) $316,512
Susan Packard Orr See Stmt 31 (Chairman) $0
Nancy Packard Burnett See Stmt 31 (Vice Chairman) $0
Julie E Packard See Stmt 31 (Vice Chairman) $0
Edward W Barnholt See Stmt 31 (Trustee) $0
Ipek Burnett See Stmt 31 (Trustee) $0
Jason K Burnett See Stmt 31 (Trustee) $0
James Clark See Stmt 31 (Trustee) $0
Sierra Burnett Clark See Stmt 31 (Trustee) $0
Linda Griego See Stmt 31 (Trustee) $0
Donald Kennedy See Stmt 31 (Trustee) $0
Jane Lubchenco See Stmt 31 (Trustee) $0
Linda Mason See Stmt 31 (Trustee) $0
David Orr See Stmt 31 (Trustee) $0
Katy Orr See Stmt 31 (Trustee) $0
William K Reilly See Stmt 31 (Trustee) $0
See filing for 2 more →
Fiscal year ending

Dec. 2012

Fiscal year ending Dec.

2012

PDF

990-PF
990-T

Raw XML

990PF

Total Revenue

$170,009,091

Total Expenses $308,186,839
Notable sources of revenue Percent of total revenue
Contributions received $0
Interest revenue $257,453 0.2%
Dividends $56,479,473 33.2%
Sales of assets $111,584,748 65.6%
Other income $1,525,098 0.9%
Notable expenses Percent of total expenses*
Charitable disbursements $281,019,058 91.2%
Compensation of officers* $3,146,019 1.0%
Other
Total Assets $6,299,952,716
Total Liabilities $341,957,092
* Officer compensation may be included in charitable disbursements, so values may add up to greater than 100%.
Fiscal year ending

Dec. 2011

Fiscal year ending Dec.

2011

PDF

990-PF
990-T

Raw XML

990PF

Total Revenue

$243,661,385

Total Expenses $284,909,395
Notable sources of revenue Percent of total revenue
Contributions received $0
Interest revenue $540,315 0.2%
Dividends $44,697,013 18.3%
Sales of assets $196,501,496 80.6%
Other income $1,767,883 0.7%
Notable expenses Percent of total expenses*
Charitable disbursements $266,477,419 93.5%
Compensation of officers* $3,691,409 1.3%
Other
Total Assets $5,797,424,139
Total Liabilities $164,168,695
* Officer compensation may be included in charitable disbursements, so values may add up to greater than 100%.
Fiscal year ending

Dec. 2010

Fiscal year ending Dec.

2010

PDF

990-PF
990-PF
990-T
990-T
990-T

Raw XML

990PF

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

Dec. 2009

Fiscal year ending Dec.

2009

PDF

990-PF
990-T

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

Dec. 2008

Fiscal year ending Dec.

2008

PDF

990-PF
990-T

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

Dec. 2007

Fiscal year ending Dec.

2007

PDF

990-PF

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

Dec. 2006

Fiscal year ending Dec.

2006

PDF

990-PF

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

Dec. 2005

Fiscal year ending Dec.

2005

PDF

990-PF

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

Dec. 2004

Fiscal year ending Dec.

2004

PDF

990-PF

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

Dec. 2003

Fiscal year ending Dec.

2003

PDF

990-PF

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

Dec. 2002

Fiscal year ending Dec.

2002

PDF

990-PF

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

Dec. 2001

Fiscal year ending Dec.

2001

PDF

990-PF

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.