LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH (EIN 77-0440090)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201333169349302043
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T14:29:09-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911194016 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770440090 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUCI | NameControl |
| Phone | 6504978365 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HAMILTON AVENUE NO 340 | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHRYN COULBOURN | Name |
| Title | CFO | Title |
| Phone | 6504978365 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE M SEARING | Name |
| PTIN | P00000565 | PTIN |
| Phone | 4254544919 | Phone |
| Date Prepared | 2013-11-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID ALEXANDER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HAMILTON AVENUE NO 340 | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 109472413 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LPFCH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO ELEVATE THE PRIORITY OF CHILDREN'S HEALTH AND INCREASE THE QUALITY AND ACCESSIBILITY OF CHILDREN'S HEALTH CARE THROUGH LEADERSHIP AND DIRECT INVESTMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 79 | TotalNbrEmployees |
| Total Nbr Volunteers | 26 | TotalNbrVolunteers |
| Total Gross UBI | -54940 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -54940 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 56776864 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 64156841 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10491468 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11311159 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4134275 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3151925 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 856006 | OtherRevenuePriorYear |
| Other Revenue Current Year | -25227 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 72258613 | TotalRevenuePriorYear |
| Total Revenue Current Year | 78594698 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 63093075 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 70183018 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8463393 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9223469 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 25700 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 24496 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9987762 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4327599 | OtherExpensePriorYear |
| Other Expenses Current Year | 5157994 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 75909767 | TotalExpensesPriorYear |
| Total Expenses Current Year | 84588977 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3651154 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5994279 | RevenuesLessExpensesCY |
| Total Assets BOY | 205045264 | TotalAssetsBOY |
| Total Assets EOY | 207087853 | TotalAssetsEOY |
| Total Liabilities BOY | 85125470 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 84612427 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 119919794 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 122475426 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH IS TO ELEVATE THE PRIORITY OF CHILDREN'S HEALTH AND INCREASE THE QUALITY AND ACCESSIBILITY OF CHILDREN'S HEALTH CARE THROUGH LEADERSHIP AND DIRECT INVESTMENT. WE WORK IN ALIGNMENT WITH LUCILE PACKARD CHILDREN'S HOSPITAL AND THE CHILD HEALTH PROGRAMS OF STANFORD UNIVERSITY. OUR VISION IS THAT ALL CHILDREN IN THE COMMUNITIES WE SERVE ARE ABLE TO REACH THEIR MAXIMUM HEALTH POTENTIAL. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3787534 | Expense |
| Grants | 3787534 | Grants |
| Revenue | 0 | Revenue |
| Description | CHILD HEALTH RESEARCH GRANTS: THE FOUNDATION PROVIDES GRANTS TO THE PEDIATRIC PROGRAMS AT THE STANFORD SCHOOL OF MEDICINE AND THE LUCILE PACKARD CHILDREN'S HOSPITAL TO FUND CLINICAL PROGRAMS, RESEARCH, EDUCATION, TRAINING, AND FACILITIES. THE GRANTS ARE FUNDED BY A GRANT RECEIVED FROM THE DAVID AND LUCILE PACKARD FOUNDATION BETWEEN 2000 AND 2004. THE FOUNDATION OVERSEES THE DISBURSEMENT OF THE PACKARD FOUNDATION GRANT FUNDS THROUGH INDEPENDENT REVIEW OF THE RESEARCH PROGRAMS. ANY FOUNDATION OVERSIGHT EXPENSES ARE PAID FOR BY THE INVESTMENT EARNINGS ON THE ORIGINAL GRANT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 64241187 | Expense |
| Grants | 64241187 | Grants |
| Revenue | 11311159 | Revenue |
| Description | DEVELOPMENT: THE FOUNDATION RAISES MONEY TO SUPPORT THE LUCILE PACKARD CHILDREN'S HOSPITAL AND THE PEDIATRIC PROGRAMS AT THE STANFORD SCHOOL OF MEDICINE. ONE HUNDRED PERCENT OF FUNDS RAISED ARE TRANSFERRED TO THE HOSPITAL AND SCHOOL OF MEDICINE ON A MONTHLY BASIS. AT THE END OF 2012, THE FOUNDATION COMPLETED ITS CURRENT CAMPAIGN, RAISING A TOTAL OF $548M AGAINST A CAMPAIGN GOAL OF $500M. THE CAMPAIGN HAD THREE PRIMARY OBJECTIVES: TO RAISE MONEY TO FUND A MAJOR EXPANSION OF THE CHILDREN'S HOSPITAL FACILITY, TO ENDOW RESEARCH AND TRAINING POSITIONS, AND TO SUPPORT ONGOING ACTIVITIES AT THE HOSPITAL AND SCHOOL. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4899768 | Expense |
| Grants | 2154297 | Grants |
| Description | FOUNDATION PROGRAMS: THROUGH ITS PROGRAMS AND PARTNERSHIPS WORK, THE FOUNDATION SEEKS TO BUILD AWARENESS ABOUT ISSUES AFFECTING CHILDREN'S HEALTH AND INVESTS IN PROGRAMS TO ENHANCE THE SYSTEM OF CARE FOR CHILDREN WITH SPECIAL HEALTH CARE NEEDS AND THEIR FAMILIES. IN 2012, THE FOUNDATION INVESTED APPROXIMATELY $4.9M IN THIS AREA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 72928489 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 77 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 79 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN COULBOURN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6504978365 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HAMILTON AVENUE SUITE 340 | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| DAVID ALEXANDER MD | |||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | X | X | 850183 | 0 | 78112 | ||
| TIMOTHY BRACKNEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| CONSTANCE CHAMBERS | |||||||||
| SECRETARY | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| HARVEY COHEN MD PHD | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| J TAYLOR CRANDALL | |||||||||
| CHAIR | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| CHRISTOPHER DAWES | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| GARY DILLABOUGH | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| KEITH FOX | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| KEN GOLDMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| TESSIE GUILLERMO | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| CYNTHIA FRY GUNN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MANUEL HENRIQUEZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| BRAD KOENIG | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOHN KRIEWALL | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ANNE C LAWLER | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| DAVID LEE | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| DOUG MACKENZIE | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| SUSAN P ORR | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| THAD PADUA MD FAAP | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ANTOINETTE PATERSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| GEORGE PHIPPS | |||||||||
| TREASURER | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| PHILIP PIZZO MD | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| CHRIS SCHAEPE | |||||||||
| VICE CHAIR | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| STEVEN A SCHROEDER MD | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| BOYD SMITH | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| WILLIAM C SONNEBORN | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| KATHRYN COULBOURN | |||||||||
| CFO | 32.00 | 0.00 | X | 203245 | 0 | 40281 | |||
| LINDA COLLIER | |||||||||
| SR. VP/CAMPAIGN DIRECTOR | 40.00 | 0.00 | 376337 | 0 | 38941 | X | |||
| BRIAN PERRONNE | |||||||||
| SR. VP DEVELOPMENT & ADMIN | 40.00 | 0.00 | 350785 | 0 | 56415 | X | |||
| EDWARD SCHOR | |||||||||
| SR. VP PRGRAMS & PARTNERSHIPS | 40.00 | 0.00 | 305206 | 0 | 47787 | X | |||
| EILEEN WALSH | |||||||||
| VP/DIRECTOR PRGMS & PARTNERSHIPS | 40.00 | 0.00 | 218431 | 0 | 32501 | X | |||
| VICTORIA APPLEGATE | |||||||||
| VP & DIRECTOR, AUXILIARIES | 40.00 | 0.00 | 158805 | 0 | 28516 | X | |||
| DONNA BANDELLONI | |||||||||
| DIR. OF GIFT PLANNING | 40.00 | 0.00 | 175313 | 0 | 34189 | X | |||
| DUNCAN BURGERMEISTER | |||||||||
| ASSOCIATE VP, CHILDREN'S FUND | 40.00 | 0.00 | 158708 | 0 | 24957 | X | |||
| JEFFORY JOLIN | |||||||||
| DEVELOPMENT SYSTEMS MANAGER | 40.00 | 0.00 | 145228 | 0 | 35841 | X | |||
| DANA PACE | |||||||||
| DIRECTOR OF MAJOR GIFTS | 40.00 | 0.00 | 182356 | 0 | 28209 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3124597 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 445749 | TotalOtherCompensation |
| Number Individuals GT100 K | 23 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PATSONS PRESS INC | |||||
| 970 STEWART DRIVE | SUNNYVALE | CA | 94085 | PRINTING | 315345 |
| POPULATION REFERENCE BUREAU | |||||
| 1875 CONNECTICUT AVE NW 520 | WASHINGTON | DC | 200095728 | DATA COLLECTION FOR WEBSITE | 200000 |
| VELIR STUDIOS | |||||
| 212 ELM STREET STE 401 | SOMERVILLE | MA | 02144 | WEBSITE DEVELOPMENT & MAINTENANCE | 175916 |
| DATA MARKETING INC | |||||
| PO BOX 519 | SANTA CLARA | CA | 95052 | MARKETING | 167586 |
| STRATUS INC | |||||
| PO BOX 1902 | WEST CHESTER | PA | 193801902 | CONSULTING FOR ASPEN CONFERENCE | 141514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Federated Campaigns | 10664 | FederatedCampaigns |
| Fundraising Events | 112768 | FundraisingEvents |
| All Other Contributions | 64033409 | AllOtherContributions |
| Noncash Contributions | 1446205 | NoncashContributions |
| Total Contributions | 64156841 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUNDRAISING REIMB. | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 11311159 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11311159 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11311159 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1982622 | TotalRevenueColumn |
| Unrelated Business Revenue | -54940 | UnrelatedBusinessRevenue |
| Exclusion | $2,037,562 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31923945 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30754642 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1169303 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1169303 | TotalRevenueColumn |
| Exclusion | $1,169,303 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 97846 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 112768 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 123073 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -25227 | TotalRevenueColumn |
| Exclusion | -$25,227 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 78594698 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11311159 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -54940 | UnrelatedBusinessRevenue |
| Exclusion | $3,181,638 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70183018 | Total |
| Program Services | 70183018 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2399946 | Total |
| Program Services | 799266 | ProgramServices |
| Management And General | 421710 | ManagementAndGeneral |
| Fundraising | 1178970 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5127189 | Total |
| Program Services | 487704 | ProgramServices |
| Management And General | 443455 | ManagementAndGeneral |
| Fundraising | 4196030 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 413437 | Total |
| Program Services | 29582 | ProgramServices |
| Management And General | 42440 | ManagementAndGeneral |
| Fundraising | 341415 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 815309 | Total |
| Program Services | 99703 | ProgramServices |
| Management And General | 89807 | ManagementAndGeneral |
| Fundraising | 625799 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 467588 | Total |
| Program Services | 67175 | ProgramServices |
| Management And General | 50261 | ManagementAndGeneral |
| Fundraising | 350152 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68259 | Total |
| Program Services | 14344 | ProgramServices |
| Management And General | 15996 | ManagementAndGeneral |
| Fundraising | 37919 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137281 | Total |
| Management And General | 136636 | ManagementAndGeneral |
| Fundraising | 645 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24496 | Total |
| Fundraising | 24496 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176387 | Total |
| Management And General | 176387 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1125365 | Total |
| Program Services | 155707 | ProgramServices |
| Management And General | 60809 | ManagementAndGeneral |
| Fundraising | 908849 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 621377 | Total |
| Program Services | 135366 | ProgramServices |
| Management And General | 2958 | ManagementAndGeneral |
| Fundraising | 483053 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360631 | Total |
| Program Services | 18818 | ProgramServices |
| Management And General | 60047 | ManagementAndGeneral |
| Fundraising | 281766 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372231 | Total |
| Program Services | 174251 | ProgramServices |
| Management And General | 29848 | ManagementAndGeneral |
| Fundraising | 168132 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 889124 | Total |
| Program Services | 126288 | ProgramServices |
| Management And General | 81788 | ManagementAndGeneral |
| Fundraising | 681048 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114281 | Total |
| Program Services | 41003 | ProgramServices |
| Management And General | 8983 | ManagementAndGeneral |
| Fundraising | 64295 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43532 | Total |
| Program Services | 17364 | ProgramServices |
| Management And General | 7276 | ManagementAndGeneral |
| Fundraising | 18892 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193498 | Total |
| Program Services | 91802 | ProgramServices |
| Management And General | 10085 | ManagementAndGeneral |
| Fundraising | 91611 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61992 | Total |
| Program Services | 9014 | ProgramServices |
| Management And General | 22318 | ManagementAndGeneral |
| Fundraising | 30660 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM CONTRACTS | 454201 | 454201 | ||
| PRINTING | 402598 | 1263 | 1335 | 400000 |
| MEMBERSHIPS | 55720 | 8161 | 3013 | 44546 |
| MEALS | 28777 | 3407 | 1304 | 24066 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52740 | Total |
| Program Services | 11052 | ProgramServices |
| Management And General | 6270 | ManagementAndGeneral |
| Fundraising | 35418 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84588977 | Total |
| Program Services | 72928489 | ProgramServices |
| Management And General | 1672726 | ManagementAndGeneral |
| Fundraising | 9987762 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33628 | BOY |
| EOY | 24486 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13011858 | BOY |
| EOY | 19225604 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54084883 | BOY |
| EOY | 52428149 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46015 | BOY |
| EOY | 267140 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 684850 | BOY |
| EOY | 600000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230352 | BOY |
| EOY | 503620 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1027945 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 534114 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 473391 | BOY |
| EOY | 493831 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41446742 | BOY |
| EOY | 37724193 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94989034 | BOY |
| EOY | 95740979 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44511 | BOY |
| EOY | 79851 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205045264 | BOY |
| EOY | 207087853 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1493720 | BOY |
| EOY | 1732228 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1083587 | BOY |
| EOY | 1202735 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3700855 | BOY |
| EOY | 3729385 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78847308 | BOY |
| EOY | 77948079 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85125470 | BOY |
| EOY | 84612427 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94732374 | BOY |
| EOY | 98971649 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25187420 | BOY |
| EOY | 23503777 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119919794 | BOY |
| EOY | 122475426 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205045264 | BOY |
| EOY | 207087853 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -5994279 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 8524032 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 25879 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 90103943 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18300906 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27246669 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56776864 | CurrentTaxYearMinus1Year |
| Current Tax Year | 64156841 | CurrentTaxYear |
| Total | 256585223 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 90103943 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18300906 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27246669 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56776864 | CurrentTaxYearMinus1Year |
| Current Tax Year | 64156841 | CurrentTaxYear |
| Total | 256585223 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 36537197 | AmountsSubstContributorsTotal |
| Public Support Total170 | 220048026 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6284230 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1608852 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1701282 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2879871 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2037562 | CurrentTaxYear |
| Total | 14511797 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5795 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus1 Year | 27181 | CurrentTaxYearMinus1Year |
| Total | 32976 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 271129996 | TotalSupport |
| Gross Receipts From Admissions Etc | 47461785 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.81160 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.74530 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 84712050 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 84712050 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 3000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,500,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 15000 | CurrentYearMinus2 |
| Total | 15000 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 750000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,125,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 15000 | CurrentYearMinus2 |
| Total | 15000 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 94732374 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 9421558 | InvestmentEarningsOrLosses |
| Other Expenditures | 4836020 | OtherExpenditures |
| Administrative Expenses | 346263 | AdministrativeExpenses |
| End Of Year Balance | 98971649 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 99541587 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1824327 | InvestmentEarningsOrLosses |
| Other Expenditures | 2652022 | OtherExpenditures |
| Administrative Expenses | 332864 | AdministrativeExpenses |
| End Of Year Balance | 94732374 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 90886861 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 11093742 | InvestmentEarningsOrLosses |
| Other Expenditures | 2070791 | OtherExpenditures |
| Administrative Expenses | 368225 | AdministrativeExpenses |
| End Of Year Balance | 99541587 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78792816 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 15597235 | InvestmentEarningsOrLosses |
| Other Expenditures | 2837584 | OtherExpenditures |
| Administrative Expenses | 665606 | AdministrativeExpenses |
| End Of Year Balance | 90886861 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 112160276 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -28031697 | InvestmentEarningsOrLosses |
| Other Expenditures | 4321968 | OtherExpenditures |
| Administrative Expenses | 1013795 | AdministrativeExpenses |
| End Of Year Balance | 78792816 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 160968 | OtherCostOrOtherBasis |
| Depreciation | 47269 | Depreciation |
| Book Value | 113699 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 420993 | OtherCostOrOtherBasis |
| Depreciation | 260104 | Depreciation |
| Book Value | 160889 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 445984 | OtherCostOrOtherBasis |
| Depreciation | 226741 | Depreciation |
| Book Value | 219243 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 493831 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 33841667 | F |
| INTERNATIONAL EQUITY TRUSTS | 20095986 | F |
| FIXED INCOME FUNDS | 10324388 | F |
| REAL ASSET FUNDS | 17332978 | F |
| VENTURE CAPITAL/PRIVATE EQUITY | 14145960 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 95740979 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT | $550,915 |
| FUNDS TO BE TRANSFERRED TO LPCH AND SOM | $77,397,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 77948079 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 22850108 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 8524032 | NetUnrealizedGainsInvestments |
| Other Revenues | -176387 | OtherRevenues |
| Revenue Not Rptd F990 | 8347645 | RevenueNotRptdF990 |
| Revenue Subtotal | 14502463 | RevenueSubtotal |
| Other Revenues Not Included | 64092235 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 64092235 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 78594698 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20294476 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20294476 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 176387 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 64118114 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 64294501 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 84588977 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION USES ITS ENDOWMENT TO FUND THE COSTS OF ITS FOUNDATION PROGRAMS, INCLUDING ANY GRANTS, STRATEGIC CONTRACTS AND UNDERLYING OPERATING AND ADMINISTRATIVE COSTS TO SUPPORT THE ACTIVITIES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION HAS EVALUATED THE FINANCIAL STATEMENT IMPACT OF POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS. MANAGEMENT HAS DETERMINED THAT NO TAX LIABILITIES NEED BE RECORDED UNDER APPLICABLE ACCOUNTING GUIDANCE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES -176,387. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT, NET -25,227. FUNDS RAISED 64,143,341. SALE OF DONATED SECURITIES -25,879. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT, NET -25,227. FUNDS RAISED 64,143,341. | |
| THE FOUNDATION RAISES FUNDS FOR THE LUCILE PACKARD CHILDREN'S HOSPITAL AND THE PEDIATRIC PROGRAMS AT THE STANFORD SCHOOL OF MEDICINE. FOR PURPOSES OF THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS, FUNDS RAISED ARE RECLASSIFIED FROM REVENUE TO A LIABILITY (FUNDS DESIGNATED FOR OTHERS) AS REQUIRED UNDER ASC 958. THE FOUNDATION IS SUBJECT TO ASC 958 BASED ON ITS INDEPENDENT RELATIONSHIP WITH THE LUCILE PACKARD CHILDREN'S HOSPITAL AND THE STANFORD SCHOOL OF MEDICINE. FOR THE FORM 990, FUNDS RAISED ARE TREATED AS CONTRIBUTION REVENUE AND FUNDS TRANSFERRED TO LUCILE PACKARD CHILDREN'S HOSPITAL AND THE STANFORD SCHOOL OF MEDICINE ARE TREATED AS GRANTS EXPENSE. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConducted |
| Specific Services Provided | N/A | SpecificServicesProvided |
| Total Expenditures | 23449938 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 23449938 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 23449938 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE F, PART I, LINE 3: | ReturnReference |
| Explanation | THE FOUNDATION'S DISCLOSURE IN PART I, LINE 3(1) REFLECTS THE DOMICILE OF CERTAIN INVESTMENT ENTITIES WHICH SERVE MERELY AS THE VEHICLE FOR SUBSEQUENT INVESTING OF FUNDS AND IS NOT REPRESENTATIVE OF THE UNDERLYING GEOGRAPHICAL STRATEGY OF THOSE INVESTMENTS. THE FOUNDATION'S INVESTMENTS ARE FULLY DIVERSIFIED ACROSS ASSET CLASSES, STRATEGIES AND GEOGRAPHICAL REGIONS. IT ADHERES TO AN APPROVED STATEMENT OF INVESTMENT OBJECTIVES AND POLICIES AND HAS IN PLACE A STRATEGIC ASSET ALLOCATION POLICY WHICH ALLOWS IT TO ACHIEVE ITS SHORT TERM FINANCIAL AND LONG TERM INVESTMENT OBJECTIVES. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALOCODY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD NORTH ROAD SW | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 52404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEMARKETING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 22331 | GrossReceipts |
| Amount Retained By Contractor | 24496 | AmountRetainedByContractor |
| Net To Organization | -2165 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 22331 | TotalGrossReceipts |
| Total Retained By Contractors | 24496 | TotalRetainedByContractors |
| Total Net To Organization | -2165 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SUMMER SCAMPER | NameOfEvent1 |
| Gross Receipts Event1 | 169883 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 108493 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 61390 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1165 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 23167 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 5596 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 79154 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SIMON FASHION NOW | NameOfEvent2 |
| Gross Receipts Event2 | 40731 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 4275 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 36456 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 13491 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 210614 | GrossReceiptsTotal |
| Charitable Contributions Total | 112768 | CharitableContributionsTotal |
| Gross Revenue Total Events | 97846 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1165 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 23167 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 5596 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 92645 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 123073 | DirectExpenseSummaryEvents |
| Net Income Summary | -25227 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | THE FOUNDATION ENGAGES A THIRD PARTY PROFESSIONAL FUNDRAISER TO CALL DONORS AND SOLICIT GIFTS FROM LISTS PROVIDED BY THE FOUNDATION. IN 2012, THE FUNDRAISER CONDUCTED A FALL "PHONE CAMPAIGN". THE GOAL OF THE PHONE CAMPAIGN IS NOT ONLY TO RAISE DONATIONS BUT ALSO TO RE-ENGAGE LAPSED DONORS, STRENGTHEN RELATIONSHIPS, AND CREATE LONG TERM DONORS. PHONE CAMPAIGNS TARGET BOTH CURRENT AND LAPSED DONORS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (29 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF PEDIATRIC | ||||||||
| 1107 FAIR OAKS 111 | SOUTH PASADENA | CA | 91030 | 330025512 | 501(C)(3) | 219850 | INVESTIGATING PHYSICIAN-PERCEIVED BARRIERS AND SUPPORTS TO CARING FOR CSHCN | |
| ASSOCIATION OF MATERNAL AND CHILD HEALTH PROGRAMS | ||||||||
| 2030 M STREET NW SUITE 350 | WASHINGTON | DC | 20036 | 521529448 | 501(C)(3) | 200000 | NATIONAL SYSTEM STANDARDS OF CARE FOR CHILDREN AND YOUTH WITH SPECIAL HEALTH CARE NEEDS | |
| BOARD OF TRUSTEES OF LELAND STANFORD JR UNIVERSITY | ||||||||
| PO BOX 442553 | SAN FRANCISCO | CA | 94144 | 941156365 | 501(C)(3) | 14600 | STANFORD CARE OPTIMIZATION FOR PATIENTS & EDUCATION (SCOPE) YOUNG INVESTIGATOR | |
| BOARD OF TRUSTEES OF LELAND STANFORD JR UNIVERSITY | ||||||||
| RESEARCH MGMT GROUP SOM 301 | MENLO PARK | CA | 94025 | 941156365 | 501(C)(3) | 48692 | YOUNG INVESTIGATOR AWARD - CHILDREN WITH SPECIAL HEALTH CARE NEEDS | RAVENSWOOD AVE |
| BOARD OF TRUSTEES OF LELAND STANFORD JR UNIVERSITY | ||||||||
| RESEARCH MGMT GROUP SOM 301 | MENLO PARK | CA | 94025 | 941156365 | 501(C)(3) | 108642 | ASSESSING THE VALUE OF CARE FOR LOW-INCOME CHILDREN W/SPECIAL HEALTH CARE NEEDS IN CA | RAVENSWOOD AVE |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | 042774441 | 501(C)(3) | 245734 | HOSPITAL DISCHARGE PLANNING FOR CHILDREN | |
| CALIFORNIA STATE UNIVERSITY SACRAMENTO | ||||||||
| 7667 FOLSOM BLVD | SACRAMENTO | CA | 951896096 | 941337638 | 501(C)(3) | 7896 | SCHOOL'S ROLE TO IMPROVE SYSTEMS OF CARE FOR CHILDREN WITH HEALTH CARE NEEDS | |
| CENTER FOR THE STUDY OF SOCIAL POLICY RESEARCH | ||||||||
| 1575 EYE STREET NW STE 500 | WASHINGTON | DC | 20005 | 521254948 | 501(C)(3) | 148060 | PROMOTING CHILDREN'S LONG TERM HEALTH FUNCTIONING | |
| CROTCHED MOUNTAIN FOUNDATION CENTER FOR MEDICAL HOME IMPROVEMENT | ||||||||
| 18 LOWER AVE STE1 | CONCORD | NH | 03301 | 020222168 | 501(C)(3) | 220753 | CARE PLANNING & CARE PLANS CONSENSUS PROJECT | |
| CSU SACRAMENTO DIVISION OF NURSING | ||||||||
| 6000 J STREET | SACRAMENTO | CA | 95819 | 941337638 | 501(C)(3) | 220532 | SCHOOL'S ROLE IN SYSTEMS OF CARE FOR CSHCN | |
| EXCEPTIONAL PARENTS UNLIMITED | ||||||||
| 4440 N FIRST STREET | FRESNO | CA | 93726 | 770263702 | 501(C)(3) | 50000 | CENTRAL CALIFORNIA CARE COORDINATION PROJECT | |
| FIRST 5 KERN (KERN COUNTY CHILDREN AND FAMILIES COMMISSION) | ||||||||
| 2724 L STREET | BAKERSFIELD | CA | 93301 | 770529128 | 501(C)(3) | 40000 | MEDICALLY VULNERABLE CARE COORDINATION PROJECT | |
| LUCILE PACKARD CHILDREN'S HOSPITAL - ON BEHALF OF CHILDREN'S REGIONAL INTEG | ||||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | 770003859 | 501(C)(3) | 10715 | BUILDING A STATEWIDE ORGANIZATION OF CCS MEDICAL CONSULTANTS | |
| LUCILE PACKARD CHILDREN'S HOSPITAL & STANFORD SCHOOL OF MEDICINE | ||||||||
| 725 WELCH ROAD | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | 3787534 | CHILDREN'S HEALTH | |
| LUCILE PACKARD CHILDREN'S HOSPITAL & STANFORD SCHOOL OF MEDICINE | ||||||||
| 725 WELCH ROAD | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | 64241187 | CHILDREN'S HEALTH | |
| LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD | ||||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | 770003859 | 501(C)(3) | 17885 | CHILDREN'S HEALTH | |
| LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD | ||||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | 770003859 | 501(C)(3) | 177980 | CREATING A FCC LEARNING NETWORK TO ADVANCE FCC PRACTICES | |
| RAVENSWOOD EDUCATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | 260166433 | 501(C)(3) | 10000 | SUMMER LUNCH PROGRAM | |
| REGENTS OF THE UNIVERSITY OF CA SAN FRANCISCO | ||||||||
| 3333 CALIFORNIA STE 315 | SAN FRANCISCO | CA | 94143 | 946036493 | 501(C)(3) | 213063 | IMPROVING THE CARE EXPERIENCES OF FAMILIES WITH CSHCN: APPLYING ETHNOGRAPHIC FINDINGS | |
| REGENTS OF THE UNIVERSITY OF CA SAN FRANCISCO | ||||||||
| 3333 CALIFORNIA STE 315 | SAN FRANCISCO | CA | 94143 | 946036493 | 501(C)(3) | 14750 | PERSPECTIVES IN TRANSITIONING: YOUTH REQUIRING INPATIENT CARE | |
| REGENTS OF THE UNIVERSITY OF CA LA | ||||||||
| 11000 KINROSS AVENUE | LOS ANGELES | CA | 90095 | 956006143 | 501(C)(3) | 45314 | ASSURING CHILDREN'S ACCESS TO PEDIATRIC SUBSPECIALTY CARE | |
| REGENTS OF THE UNIVERSITY OF CA LA | ||||||||
| 11000 KINROSS AVENUE | LOS ANGELES | CA | 90095 | 956006143 | 501(C)(3) | 15000 | RELATIONSHIP BETWEEN PRIMARY CARE & UTILIZATION AFTER DISCHARGE FOR CSHCN | |
| RONALD MCDONALD HOUSE | ||||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 94304 | 942538615 | 501(C)(3) | 8750 | DENIM TO DIAMONDS EVENT SPONSORSHIP | |
| SUPPORT FOR FAMILIES | ||||||||
| 1663 MISSION STREET STE 700 | SAN FRANCISCO | CA | 94103 | 942819062 | 501(C)(3) | 10000 | EVENT SPONSORSHIP: FAMILY VOICES CA HEALTH SUMMIT & LEGISLATIVE DAY | |
| SUPPORT FOR FAMILIES | ||||||||
| 1663 MISSION STREET STE 700 | SAN FRANCISCO | CA | 94103 | 942819062 | 501(C)(3) | 10000 | FAMILY VOICES CA HEALTH SUMMIT & LEGISLATIVE DAY | |
| THE PUBLIC HEALTH FOUNDATION OF ALAMEDA COUNTY | ||||||||
| 1000 BROADWAY SUITE 500 | OAKLAND | CA | 94607 | 946000501 | 501(C)(3) | 8456 | ALAMEDA COUNTY CCS PLUS CARE COORDINATION SUMMIT | |
| TIDES CENTER | ||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | 943213100 | 501(C)(3) | 30000 | CHILDREN'S HEALTH BEAT | |
| TIDES CENTER (HEALTHYCAL) | ||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | 943213100 | 501(C)(3) | 30000 | HEALTHYCAL.ORG - CHILDREN'S HEALTH REPORTING | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 3500 S FIGUEROA SUITE 102 | LOS ANGELES | CA | 900898001 | 951642394 | 501(C)(3) | 25210 | LPFCH FUND FOR HEALTH JOURNALISM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 20 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: PROJECT FUNDING IS BASED ON PROPOSALS SUBMITTED BY ORGANIZATIONS. DECISIONS ARE MADE AFTER STAFF ANALYSIS OF THE ORGANIZATION'S EXPERTISE, PROPOSED GOALS AND OBJECTIVES, AND PROPOSED COSTS. MILESTONES AND DELIVERABLES ARE ESTABLISHED DURING THE REVIEW PROCESS. ALL MAJOR INVESTMENTS ARE APPROVED BY THE BOARD OF DIRECTORS. FOUNDATION STAFF MONITOR PROGRESS TO ENSURE THAT ALL OUTCOMES AND DELIVERABLES ARE COMPLETED. THE FOUNDATION ALSO HAS A FUNDRAISING DEPARTMENT WHOSE PRIMARY OBJECTIVE IS TO RAISE PHILANTHROPIC GIFTS FOR THE LUCILE PACKARD CHILDREN'S HOSPITAL AND THE PEDIATRIC PROGRAMS AT THE STANFORD SCHOOL OF MEDICINE. ALL GIFTS RAISED ARE FORWARDED TO THE HOSPITAL AND SCHOOL ON A MONTHLY BASIS. DONOR RESTRICTIONS ON GIFTS ARE CLEARLY COMMUNICATED WHEN THE GIFTS ARE TRANSFERRED. THE FOUNDATION ALSO MAINTAINS CLOSE ONGOING COMMUNICATION WITH THE SCHOOL AND HOSPITAL TO ENSURE THAT DONOR INTENT IS RESPECTED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID ALEXANDER MD | ||||||||||||||
| PRESIDENT & CEO | 475518 | 0 | 356409 | 0 | 18256 | 0 | 60158 | 0 | 17954 | 0 | 928295 | 0 | 0 | 0 |
| KATHRYN COULBOURN | ||||||||||||||
| CFO | 184885 | 0 | 17768 | 0 | 592 | 0 | 20728 | 0 | 19553 | 0 | 243526 | 0 | 0 | 0 |
| LINDA COLLIER | ||||||||||||||
| SR. VP/CAMPAIGN DIRECTOR | 302059 | 0 | 30409 | 0 | 43869 | 0 | 25000 | 0 | 13941 | 0 | 415278 | 0 | 0 | 0 |
| BRIAN PERRONNE | ||||||||||||||
| SR. VP DEVELOPMENT & ADMIN | 290326 | 0 | 53038 | 0 | 7421 | 0 | 35625 | 0 | 20790 | 0 | 407200 | 0 | 0 | 0 |
| EDWARD SCHOR | ||||||||||||||
| SR. VP PRGRAMS & PARTNERSHIPS | 277986 | 0 | 14150 | 0 | 13070 | 0 | 25000 | 0 | 22787 | 0 | 352993 | 0 | 0 | 0 |
| EILEEN WALSH | ||||||||||||||
| VP/DIRECTOR PRGMS & PARTNERSHIPS | 204371 | 0 | 11186 | 0 | 2874 | 0 | 21760 | 0 | 10741 | 0 | 250932 | 0 | 0 | 0 |
| VICTORIA APPLEGATE | ||||||||||||||
| VP & DIRECTOR, AUXILIARIES | 136616 | 0 | 6971 | 0 | 15218 | 0 | 15310 | 0 | 13206 | 0 | 187321 | 0 | 0 | 0 |
| DONNA BANDELLONI | ||||||||||||||
| DIR. OF GIFT PLANNING | 167929 | 0 | 5191 | 0 | 2193 | 0 | 17857 | 0 | 16332 | 0 | 209502 | 0 | 0 | 0 |
| DUNCAN BURGERMEISTER | ||||||||||||||
| ASSOCIATE VP, CHILDREN'S FUND | 151796 | 0 | 4653 | 0 | 2259 | 0 | 8078 | 0 | 16879 | 0 | 183665 | 0 | 0 | 0 |
| JEFFORY JOLIN | ||||||||||||||
| DEVELOPMENT SYSTEMS MANAGER | 138823 | 0 | 4264 | 0 | 2141 | 0 | 14715 | 0 | 21126 | 0 | 181069 | 0 | 0 | 0 |
| DANA PACE | ||||||||||||||
| DIRECTOR OF MAJOR GIFTS | 163924 | 0 | 5027 | 0 | 13405 | 0 | 18419 | 0 | 9790 | 0 | 210565 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | ONE SR. VP WAS PAID A HOUSING ALLOWANCE AS PART OF HER ORIGINAL EMPLOYMENT CONTRACT (SHE WAS ONE OF THE FOUNDATION'S FIRST EMPLOYEES RECRUITED FROM STANFORD DEVELOPMENT). THE ALLOWANCE IS INCLUDED IN HER W-2 INCOME. PAYMENT OF THE ALLOWANCE TERMINATED IN 2012. IN GENERAL, THE FOUNDATION HAS NO POLICY TO PROVIDE HOUSING ALLOWANCES. |
| PART I, LINE 4B | THE FOUNDATION ADOPTED A 457(F) PLAN FOR SELECT MEMBERS OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. DURING 2012, THE CEO AND THREE SR. VPS WERE ELIGIBLE FOR 457(F) CONTRIBUTIONS. THE TOTAL AMOUNT CONTRIBUTED TO THE PLAN FOR 2012, BUT NOT PAID OUT, WAS $45,783. THE TOTAL AMOUNTS PAID OUT UNDER THE PLAN WERE $9,130 AND $4,851, TO LINDA COLLIER (SR VP MAJOR GIFTS AND SR. CAMPAIGN DIRECTOR) AND ED SCHOR (SR VP PROGRAMS & PARTNERSHIPS), RESPECTIVELY. |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID ALEXANDER | NamePerson |
| Relationship With Organization | CEO | RelationshipWithOrganization |
| Purpose Of Loan | HOUSING | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $600,000 | OriginalPrincipalAmount |
| Balance Due | 600000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 600000 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 55 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1370429 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE MARKET VALUE | MethodOfDeterminingRevenues |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 31686 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NET ASSET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | JEWELRY | 34 | 29045 | APPRAISED VALUE |
| X | AUCTION ITEMS | 23 | 11446 | RETAIL VALUE |
| X | SUPPLIES | 8 | 3599 | RETAIL VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE NUMBER OF CONTRIBUTIONS WAS DETERMINED BASED ON THE NUMBER OF DONORS WHO MADE CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| TOTAL NUMBER OF VOLUNTEERS | FORM 990, PART I, LINE 6: | VOLUNTEERS NOTED ABOVE CONSIST PRINCIPALLY OF THE FOUNDATION'S BOARD OF DIRECTORS. BOARD MEMBERS SERVE APPROXIMATELY 20 HOURS PER YEAR. THE FOUNDATION RECEIVES THE SERVICES OF ONE ADDITIONAL VOLUNTEER WHO IS NOT A BOARD MEMBER. HE ASSISTS IN THE STEWARDSHIP OF DONORS AND PROSPECTIVE DONORS AND WORKS APPROXIMATELY 10 HOURS PER WEEK. |
| FORM 990, PART III, PROGRAM SERVICES | AS DESCRIBED IN THE FORM 990, PART III, THE FOUNDATION HAS THREE PRIMARY PROGRAM AREAS: (I) CHILD HEALTH RESEARCH, (II) FUNDRAISING FOR LUCILE PACKARD CHILDREN'S HOSPITAL AND THE PEDIATRIC PROGRAMS AT THE STANFORD SCHOOL OF MEDICINE, AND (III) RESEARCH AND SUPPORT OF PROGRAMS THAT BUILD AWARENESS OF CHILD HEALTH ISSUES AND THAT SEEK TO ENHANCE THE SYSTEM OF CARE FOR CHILDREN WITH SPECIAL HEALTH CARE NEEDS. THE FOUNDATION'S FUNDRAISING ACTIVITIES COMPRISE A SUBSTANTIAL AMOUNT OF ITS OVERALL ACTIVITIES. TWO POINTS HELP TO CLARIFY THE UNDERSTANDING OF THE FOUNDATION'S FORM 990: 1) THE FUNDRAISING PROGRAM REPRESENTS A KEY PART OF THE FOUNDATION'S MISSION AND IS A MAJOR COST COMPONENT, INVOLVING A SIGNIFICANT PERCENTAGE OF EMPLOYEES' TIME AND EFFORT. THE FOUNDATION, THEREFORE, HAS A LARGER ADMINISTRATIVE AND FINANCIAL INFRASTRUCTURE THAN WOULD BE THE CASE IF IT OPERATED ONLY A GRANTMAKING PROGRAM. 2) THE FOUNDATION'S FUNDRAISING ROLE ALSO AFFECTS THE LIST OF HIGHEST PAID INDIVIDUALS ON PART VII OF THE FORM 990 AND SCHEDULE J. THE FUNDRAISING PORTION OF THESE SALARIES IS FULLY PAID BY THE BENEFITING INSTITUTIONS. THE NON-FUNDRAISING PORTION IS FUNDED BY THE ENDOWMENT. ALL SALARIES ARE IN LINE WITH LOCAL MARKET RATES IN GRANTMAKING AND FUNDRAISING. | |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO TRANSACT ALL REGULAR BUSINESS OF THE FOUNDATION BETWEEN BOARD MEETINGS WITH THE EXCEPTION OF SPECIFIC POWERS DELEGATED TO THE BOARD, WHICH INCLUDE APPOINTING, REMOVING, OR AMENDING TERMS OF EMPLOYMENT OR ENGAGEMENT OF OFFICERS, AGENTS, AND KEY EMPLOYEES OF THE FOUNDATION; CHANGING LOCATION OF THE PRINCIPAL OFFICE OF THE FOUNDATION OR OTHERWISE EFFECTING CHANGES TO THE PRIMARY LOCATION FOR THE BOARD MEETINGS OR OPERATIONS; ADOPTING AND USING A CORPORATE SEAL AND/OR ALTERING THE FORM OF THE SEAL; BORROWING MONEY OR INCURRING INDEBTEDNESS. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE CHAIRMAN OF THE BOARD, THE PRESIDENT/CEO OF THE FOUNDATION, AND THE CHAIRS OF ALL OTHER STANDING COMMITTEES. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 2 | J TAYLOR CRANDALL, GEORGE PHIPPS, AND CHRIS SCHAEPE HAVE A BUSINESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOUNDATION APPROVED AN AMENDMENT TO THE BY-LAWS TO SPECIFY ITS RELATIONSHIP TO ITS BENEFICIARIES BY ADDING THE FOLLOWING STATEMENT TO ITS OBJECTIVES AND PURPOSES: "(D) TO SERVE AS THE EXCLUSIVE FUNDRAISER FOR THE LUCILE PACKARD CHILDREN'S HOSPITAL AND THE PEDIATRIC PROGRAMS AT THE STANFORD SCHOOL OF MEDICINE;" | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION'S AUDIT COMMITTEE AND BOARD ARE PRIMARILY RESPONSIBLE FOR REVIEWING AND APPROVING THE FOUNDATION'S FORM 990 BEFORE IT IS FILED WITH THE IRS. THE AUDIT COMMITTEE REVIEWS THE FORM 990 IN DETAIL AT ITS FALL MEETING. PENDING ANY OPEN QUESTIONS OR COMMENTS, THE AUDIT COMMITTEE APPROVES THE FORM 990 FOR RECOMMENDATION TO THE BOARD. A FINAL DRAFT OF THE FORM 990, AS APPROVED BY THE AUDIT COMMITTEE, IS MADE AVAILABLE TO THE FULL BOARD NO LESS THAN ONE WEEK PRIOR TO ITS ANNUAL MEETING. THE BOARD (OR EXECUTIVE COMMITTEE, IF REQUIRED FOR TIMING) APPROVES THE FORM 990 FOR FILING WITH THE IRS, SUBJECT TO ANY COMMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS, OFFICERS, AND KEY EMPLOYEES ("KEY PERSONS") ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND TO DISCLOSE ALL REAL AND POTENTIAL CONFLICTS OF INTEREST. KEY PERSONS ARE REQUIRED TO CONFIRM THAT THEY HAVE REVIEWED THE POLICY BY SIGNING THAT THEY HAVE DONE SO, EVEN IF NO CONFLICTS ARE DISCLOSED. IN ADDITION, KEY PERSONS ARE REQUIRED TO DISCLOSE REAL OR APPARENT CONFLICTS AT THE TIME WHEN SUCH CONFLICTS COME UP FOR DISCUSSION BY THE BOARD, A BOARD COMMITTEE, OR STAFF. KEY PERSONS WITH CONFLICTS ARE REQUIRED TO RECUSE THEMSELVES FROM RELATED DISCUSSIONS AND DECISIONS. THE FOUNDATION'S CFO AND CEO ARE RESPONSIBLE FOR ENSURING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION HAS A COMPENSATION COMMITTEE COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH THE CEO, CFO OR ANY OF THE KEY EMPLOYEES. THE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION PHILOSOPHY FOR THE ORGANIZATION AND MEETS ANNUALLY TO SET THE SALARY FOR THE CEO AND CFO AND REVIEW AND APPROVE SALARIES FOR KEY EMPLOYEES. THE COMMITTEE HAS ENGAGED A THIRD PARTY INDEPENDENT COMPENSATION CONSULTANT TO ATTEND ITS ANNUAL MEETING THE LAST OF WHICH WAS HELD ON NOVEMBER 6, 2012. IN DETERMINING COMPENSATION LEVELS, THE COMMITTEE USES TWO INDEPENDENT THIRD PARTY SALARY SURVEYS, ONE PUBLISHED BY WOODMARK AND ONE PUBLISHED BY LASNIK BROIDA. IN ADDITION, THE COMMITTEE'S COMPENSATION CONSULTANT PREPARED AN INDEPENDENT REVIEW OF THE CEO'S COMPENSATION IN 2012. KEY DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE DOCUMENTED IN MEETING MINUTES WHICH ARE APPROVED AT THE NEXT COMMITTEE MEETING. | |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | SALE OF DONATED SECURITIES 25,879. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (8) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | INVESTMENT | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |