DAVID AND LUCILE PACKARD FOUNDATION
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Cite this
Plain text DAVID AND LUCILE PACKARD FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/david-and-lucile-packard-foundation-942278431. Retrieved 2026-11-06.
APA furp.org. (n.d.). DAVID AND LUCILE PACKARD FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 6, 2026, from https://furp.org/org/david-and-lucile-packard-foundation-942278431
MLA “DAVID AND LUCILE PACKARD FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/david-and-lucile-packard-foundation-942278431. Accessed 6 Nov. 2026.
Retrieved 2026-11-06; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $569.9M · expenses $452.1M · assets $8.55B
- EIN
- 94-2278431
- Address
- 343 2ND ST, LOS ALTOS, CA 94022-3639
- Website
- www.packard.org
- NTEE code
- T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
- FURP topic
- science: research education (from its 990 text; the topic index)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- May 1964 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
48 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Kimberly Sargent | CHIEF INVESTMENT OFFICER | 2010-2024 | $3,436,140 | $24,733,011 | 1 |
| Silpa S Pericherla | MANAGING DIRECTOR | 2013-2024 | $1,533,805 | $11,363,518 | 1 |
| David R Cormier | INVEST OPS DIRECTOR | 2012-2024 | $1,063,556 | $9,517,281 | 1 |
| Christine Ortiz Arent | MANAGING DIRECTOR | 2019-2024 | $1,367,876 | $7,666,230 | 1 |
| Ben Chiquoine | MANAGING DIRECTOR | 2019-2024 | $1,148,868 | $5,077,960 | 1 |
| Nancy Lindborg | PRESIDENT & CEO | 2020-2024 | $1,091,658 | $4,320,413 | 1 |
| Stephen Bluestein | MANAGING DIRECTOR | 2022-2024 | $1,261,355 | $3,848,331 | 1 |
| Craig T Neyman | CFO & COO | 2019-2024 | $681,714 | $3,698,570 | 1 |
| Emily Fan | SECRETARY & GENERAL COUNSEL | 2022-2024 | $613,558 | $1,611,918 | 1 |
| Lisa Clark | CHIEF PEOPLE OFFICER | 2023-2024 | $544,586 | $1,045,132 | 1 |
| John H Moehling See Stmt 28 (former) | Former CIO (retired 1/12/18) | 2015-2018 | $4,406,907 | $11,560,692 | 1 |
| Seck-Eng Tan (former) | MANAGING DIR PRIVATE | 2010-2020 | $575,667 | $10,042,558 | 1 |
| Christine A Ortiz (former) | Managing Dir Real As | 2010-2018 | $1,291,451 | $8,531,986 | 1 |
| John H Moehling See Stmt 31 (former) | Chief Investment Officer | 2013-2014 | $2,414,403 | $4,527,897 | 1 |
| Mary Anne Rodgers (former) | SEC & GEN COUNSEL (TO NOV 2022) | 2019-2022 | $1,102,310 | $2,856,446 | 1 |
| Carol S Larson See Stmt 28 (former) | President/CEO | 2015-2018 | $994,966 | $2,814,226 | 1 |
| Kimberly Sargent See Stmt 28 (former) | Chief Investment Officer | 2018 | $1,896,587 | $1,896,587 | 1 |
| Christopher C Decardy (former) | VP/DIR. OF PROGRAMS (TO 10/16/2020) | 2019-2020 | $1,257,486 | $1,822,005 | 1 |
| Carol S Larson See Stmt 31 (former) | President/CEO | 2013-2014 | $921,315 | $1,744,294 | 1 |
| John H Moehling See Stmt 29 (former) | Chief Investment Officer | 2011 | $1,686,285 | $1,686,285 | 1 |
| Chris DeCardy See Stmt 28 (former) | Vice President/Dir. of Pro | 2015-2018 | $543,080 | $1,558,650 | 1 |
| John H Moehling See Stmt 30 (former) | Chief Investment Officer | 2012 | $1,556,949 | $1,556,949 | 1 |
| Mary Anne Rodgers See Stmt 28 (former) | Secretary/General Counsel | 2015-2018 | $541,230 | $1,548,867 | 1 |
| Craig T Neyman See Stmt 28 (former) | Vice President/CFO | 2015-2018 | $484,322 | $1,402,230 | 1 |
| John H Moehling See Stmt 33 (former) | Chief Investment Officer | 2010 | $1,169,061 | $1,169,061 | 1 |
| Carol S Larson (former) | PRESIDENT/CEO | 2019 | $1,106,218 | $1,106,218 | 1 |
| Walter Reid (former) | DIRECTOR | 2018-2021 | $508,108 | $978,579 | 1 |
| Chris DeCardy See Stmt 31 (former) | Vice President/Dir. of Pro | 2013-2014 | $480,516 | $930,724 | 1 |
| Mary Anne Rodgers See Stmt 31 (former) | Secretary/General Counsel | 2013-2014 | $472,668 | $912,158 | 1 |
| Craig T Neyman See Stmt 31 (former) | Vice President/CFO | 2013-2014 | $429,981 | $837,647 | 1 |
| Carol S Larson See Stmt 30 (former) | President/CEO | 2012 | $784,980 | $784,980 | 1 |
| Carol S Larson See Stmt 33 (former) | President/CEO | 2010 | $711,295 | $711,295 | 1 |
| Carol S Larson See Stmt 29 (former) | President/CEO | 2011 | $697,083 | $697,083 | 1 |
| George Vera See Stmt 29 (former) | Vice President/CFO | 2011 | $579,331 | $579,331 | 1 |
| Craig T Neyman See Stmt 30 (former) | Vice President/CFO | 2012 | $499,769 | $499,769 | 1 |
| George Vera See Stmt 33 (former) | Vice President/CFO | 2010 | $472,912 | $472,912 | 1 |
| Chris DeCardy See Stmt 30 (former) | Vice President/Dir. of Pro | 2012 | $444,897 | $444,897 | 1 |
| Mary Anne Rodgers See Stmt 30 (former) | Secretary/General Counsel | 2012 | $429,613 | $429,613 | 1 |
| Chris DeCardy See Stmt 29 (former) | Vice President/Dir. of Pro | 2011 | $424,332 | $424,332 | 1 |
| Craig T Neyman See Stmt 29 (former) | Vice President/CFO | 2011 | $406,757 | $406,757 | 1 |
| Mary Anne Rodgers See Stmt 29 (former) | Secretary/General Counsel | 2011 | $404,217 | $404,217 | 1 |
| Mary Anne Rodgers See Stmt 33 (former) | Secretary/General Counsel | 2010 | $390,237 | $390,237 | 1 |
| Chris DeCardy See Stmt 33 (former) | Vice President/Dir. of Programs | 2010 | $385,501 | $385,501 | 1 |
| Walter V Reid Stmt 31 (former) | Program Director | 2012 | $369,032 | $369,032 | 1 |
| Walter V Reid Stmt 30 (former) | Program Director | 2011 | $355,807 | $355,807 | 1 |
| Walter V Reid Stmt 32 (former) | Program Director | 2010 | $339,054 | $339,054 | 1 |
| Matthew D Sharp (former) | Infor. Tech. Directo | 2010 | $295,512 | $295,512 | 1 |
| Minna L Yung (former) | Director - Communica | 2011 | $284,945 | $284,945 | 1 |
Officers and directors, no compensation reported
100 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Marielena Hincapie | TRUSTEE | 2022-2024 | 2 | $0 reported | 1 |
| Julie E Packard | VICE CHAIR | 2019-2024 | 3 | $0 reported | 1 |
| David M Orr | TRUSTEE | 2019-2024 | 2 | $0 reported | 1 |
| Mimi Alemayehou | TRUSTEE (AS OF JUNE 2024) | 2024 | 2 | $0 reported | 1 |
| Jason K Burnett | CHAIR | 2019-2024 | 4 | $0 reported | 1 |
| Michael C Camunez | TRUSTEE | 2019-2024 | 2 | $0 reported | 1 |
| Sierra Clark | TRUSTEE | 2019-2024 | 2 | $0 reported | 1 |
| Michael Klag | TRUSTEE | 2019-2024 | 2 | $0 reported | 1 |
| Stephen Lockhart | TRUSTEE | 2019-2024 | 2 | $0 reported | 1 |
| Linda Mason | TRUSTEE (THROUGH JUNE 2024) | 2019-2024 | 2 | $0 reported | 1 |
| Katherine Orr | TRUSTEE | 2019-2024 | 2 | $0 reported | 1 |
| Anne Gates | TRUSTEE | 2021-2024 | 2 | $0 reported | 1 |
| Ko Barrett | TRUSTEE (THROUGH JULY 2024) | 2022-2024 | 2 | $0 reported | 1 |
| Louise Stephens | TRUSTEE | 2022-2024 | 2 | $0 reported | 1 |
| Edward W Barnholt (former) | TRUSTEE | 2019-2023 | 2 | $0 reported | 1 |
| Nancy A Burnett (former) | VICE CHAIR (TO DEC 2021) | 2019-2021 | 2 | $0 reported | 1 |
| Jane Lubchenco (former) | TRUSTEE (TO MAR 2021) | 2019-2021 | 2 | $0 reported | 1 |
| Susan Packard Orr (former) | TRUSTEE (TO DEC 2021) | 2019-2021 | 3 | $0 reported | 1 |
| Louise Stevens (former) | TRUSTEE | 2019-2021 | 2 | $0 reported | 1 |
| Ward W Woods (former) | TRUSTEE (TERM EXP. 6/19) | 2019 | 2 | $0 reported | 1 |
| David Orr See Stmt 28 (former) | Chairman | 2015-2018 | 4 | $0 reported | 1 |
| Nancy Packard Burnett See Stmt 28 (former) | Vice Chairman | 2015-2018 | 2 | $0 reported | 1 |
| Julie E Packard See Stmt 28 (former) | Vice Chairman | 2015-2018 | 3 | $0 reported | 1 |
| Susan Packard Orr See Stmt 28 (former) | Trustee | 2015-2018 | 3 | $0 reported | 1 |
| Edward W Barnholt See Stmt 28 (former) | Trustee | 2015-2018 | 3 | $0 reported | 1 |
| Jason K Burnett See Stmt 28 (former) | Trustee | 2015-2018 | 3 | $0 reported | 1 |
| Sierra Clark See Stmt 28 (former) | Trustee | 2015-2018 | 2 | $0 reported | 1 |
| Michael Klag See Stmt 28 (former) | Trustee | 2015-2018 | 2 | $0 reported | 1 |
| Stephen Lockhart See Stmt 28 (former) | Trustee | 2015-2018 | 2 | $0 reported | 1 |
| Jane Lubchenco See Stmt 28 (former) | Trustee | 2015-2018 | 2 | $0 reported | 1 |
| Linda Mason See Stmt 28 (former) | Trustee | 2015-2018 | 2 | $0 reported | 1 |
| Louise Stevens See Stmt 28 (former) | Trustee | 2015-2018 | 2 | $0 reported | 1 |
| Ward W Woods See Stmt 28 (former) | Trustee | 2015-2018 | 2 | $0 reported | 1 |
| Katherine Orr See Stmt 28 (former) | Trustee | 2016-2018 | 2 | $0 reported | 1 |
| Michael C Camunez See Stmt 28 (former) | Trustee (joined 06/18) | 2018 | 2 | $0 reported | 1 |
| Linda Griego See Stmt 28 (former) | Trustee (term exp. 06/18) | 2015-2018 | 2 | $0 reported | 1 |
| Ipek Burnett See Stmt 28 (former) | Trustee | 2015-2016 | 2 | $0 reported | 1 |
| James Clark See Stmt 28 (former) | Trustee | 2015-2016 | 2 | $0 reported | 1 |
| Susan Packard Orr See Stmt 31 (former) | Chairman | 2013-2014 | 4 | $0 reported | 1 |
| Nancy Packard Burnett See Stmt 31 (former) | Vice Chairman | 2013-2014 | 2 | $0 reported | 1 |
| Julie E Packard See Stmt 31 (former) | Vice Chairman | 2013-2014 | 3 | $0 reported | 1 |
| Edward W Barnholt See Stmt 31 (former) | Trustee | 2013-2014 | 3 | $0 reported | 1 |
| Ipek Burnett See Stmt 31 (former) | Trustee | 2013-2014 | 2 | $0 reported | 1 |
| Jason K Burnett See Stmt 31 (former) | Trustee | 2013-2014 | 2 | $0 reported | 1 |
| James Clark See Stmt 31 (former) | Trustee | 2013-2014 | 2 | $0 reported | 1 |
| Linda Griego See Stmt 31 (former) | Trustee | 2013-2014 | 2 | $0 reported | 1 |
| Michael Klag See Stmt 31 (former) | Trustee | 2014 | 2 | $0 reported | 1 |
| Jane Lubchenco See Stmt 31 (former) | Trustee | 2013-2014 | 2 | $0 reported | 1 |
| Linda Mason See Stmt 31 (former) | Trustee | 2013-2014 | 2 | $0 reported | 1 |
| David Orr See Stmt 31 (former) | Trustee | 2013-2014 | 2 | $0 reported | 1 |
| William K Reilly See Stmt 31 (former) | Trustee | 2013-2014 | 2 | $0 reported | 1 |
| Louise Stevens See Stmt 31 (former) | Trustee | 2014 | 2 | $0 reported | 1 |
| Colburn S Wilbur See Stmt 31 (former) | Trustee | 2013-2014 | 4 | $0 reported | 1 |
| Ward W Woods See Stmt 31 (former) | Trustee | 2013-2014 | 2 | $0 reported | 1 |
| Sierra Burnett Clark See Stmt 31 (former) | Trustee | 2013 | 2 | $0 reported | 1 |
| Donald Kennedy See Stmt 31 (former) | Trustee | 2013 | 2 | $0 reported | 1 |
| Katy Orr See Stmt 31 (former) | Trustee | 2013 | 2 | $0 reported | 1 |
| Susan Packard Orr See Stmt 30 (former) | Chairman | 2012 | 4 | $0 reported | 1 |
| Nancy Packard Burnett See Stmt 30 (former) | Vice Chairman | 2012 | 2 | $0 reported | 1 |
| Julie E Packard See Stmt 30 (former) | Vice Chairman | 2012 | 3 | $0 reported | 1 |
| Edward W Barnholt See Stmt 30 (former) | Trustee | 2012 | 3 | $0 reported | 1 |
| Ipek Burnett See Stmt 30 (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| Jason K Burnett See Stmt 30 (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| James Clark See Stmt 30 (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| Sierra Burnett Clark See Stmt 30 (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| Linda Griego See Stmt 30 (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| Donald Kennedy See Stmt 30 (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| Linda Mason See Stmt 30 (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| David Orr See Stmt 30 (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| Katy Orr See Stmt 30 (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| William K Reilly See Stmt 30 (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| Colburn S Wilbur See Stmt 30 (former) | Trustee | 2012 | 4 | $0 reported | 1 |
| Ward W Woods See Stmt 30 (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| Susan Packard Orr See Stmt 29 (former) | Chairman | 2011 | 4 | $0 reported | 1 |
| Nancy Packard Burnett See Stmt 29 (former) | Vice Chairman | 2011 | 2 | $0 reported | 1 |
| Julie E Packard See Stmt 29 (former) | Vice Chairman | 2011 | 3 | $0 reported | 1 |
| Edward W Barnholt See Stmt 29 (former) | Trustee | 2011 | 3 | $0 reported | 1 |
| Jason K Burnett See Stmt 29 (former) | Trustee | 2011 | 2 | $0 reported | 1 |
| Sierra Burnett Clark See Stmt 29 (former) | Trustee | 2011 | 2 | $0 reported | 1 |
| Linda Griego See Stmt 29 (former) | Trustee | 2011 | 2 | $0 reported | 1 |
| Donald Kennedy See Stmt 29 (former) | Trustee | 2011 | 2 | $0 reported | 1 |
| Linda Mason See Stmt 29 (former) | Trustee | 2011 | 2 | $0 reported | 1 |
| David Orr See Stmt 29 (former) | Trustee | 2011 | 2 | $0 reported | 1 |
| William K Reilly See Stmt 29 (former) | Trustee | 2011 | 2 | $0 reported | 1 |
| Louise Stevens See Stmt 29 (former) | Trustee | 2011 | 2 | $0 reported | 1 |
| Colburn S Wilbur See Stmt 29 (former) | Trustee | 2011 | 4 | $0 reported | 1 |
| Ward W Woods See Stmt 29 (former) | Trustee | 2011 | 2 | $0 reported | 1 |
| Susan Packard Orr See Stmt 33 (former) | Chairman | 2010 | 4 | $0 reported | 1 |
| Nancy Packard Burnett See Stmt 33 (former) | Vice Chairman | 2010 | 2 | $0 reported | 1 |
| Julie E Packard See Stmt 33 (former) | Vice Chairman | 2010 | 3 | $0 reported | 1 |
| Edward W Barnholt See Stmt 33 (former) | Trustee | 2010 | 3 | $0 reported | 1 |
| Jason K Burnett See Stmt 33 (former) | Trustee | 2010 | 2 | $0 reported | 1 |
| Sierra Burnett Clark See Stmt 33 (former) | Trustee | 2010 | 2 | $0 reported | 1 |
| Linda Griego See Stmt 33 (former) | Trustee | 2010 | 2 | $0 reported | 1 |
| Donald Kennedy See Stmt 33 (former) | Trustee | 2010 | 2 | $0 reported | 1 |
| David Orr See Stmt 33 (former) | Trustee | 2010 | 2 | $0 reported | 1 |
| William K Reilly See Stmt 33 (former) | Trustee | 2010 | 2 | $0 reported | 1 |
| Louise Stevens See Stmt 33 (former) | Trustee | 2010 | 2 | $0 reported | 1 |
| Colburn S Wilbur See Stmt 33 (former) | Trustee | 2010 | 4 | $0 reported | 1 |
| Ward W Woods See Stmt 33 (former) | Trustee | 2010 | 2 | $0 reported | 1 |
People by year
2024 · 24 people listed · 10 paid, $12.7M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIMBERLY SARGENT | CHIEF INVESTMENT OFFICER | 40 | $3,213,324 | - | $222,816 | $3,436,140 | 1 |
| SILPA S PERICHERLA | MANAGING DIRECTOR | 40 | $1,384,774 | - | $149,031 | $1,533,805 | 1 |
| CHRISTINE ORTIZ ARENT | MANAGING DIRECTOR | 40 | $1,244,206 | - | $123,670 | $1,367,876 | 1 |
| STEPHEN BLUESTEIN | MANAGING DIRECTOR | 40 | $1,136,606 | - | $124,749 | $1,261,355 | 1 |
| BEN CHIQUOINE | MANAGING DIRECTOR | 40 | $1,031,532 | - | $117,336 | $1,148,868 | 1 |
| NANCY LINDBORG | PRESIDENT & CEO | 40 | $922,198 | - | $169,460 | $1,091,658 | 1 |
| DAVID R CORMIER | INVEST OPS DIRECTOR | 40 | $933,682 | - | $129,874 | $1,063,556 | 1 |
| CRAIG T NEYMAN | CFO & COO | 40 | $559,861 | - | $121,853 | $681,714 | 1 |
| EMILY FAN | SECRETARY & GENERAL COUNSEL | 40 | $498,844 | - | $114,714 | $613,558 | 1 |
| LISA CLARK | CHIEF PEOPLE OFFICER | 40 | $437,307 | - | $107,279 | $544,586 | 1 |
| MARIELENA HINCAPIE | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| JULIE E PACKARD | VICE CHAIR | 3 | $0 | - | $0 | $0 | 1 |
| DAVID M ORR | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| MIMI ALEMAYEHOU | TRUSTEE (AS OF JUNE 2024) | 2 | $0 | - | $0 | $0 | 1 |
| JASON K BURNETT | CHAIR | 4 | $0 | - | $0 | $0 | 1 |
| MICHAEL C CAMUNEZ | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| SIERRA CLARK | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| MICHAEL KLAG | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| STEPHEN LOCKHART | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| LINDA MASON | TRUSTEE (THROUGH JUNE 2024) | 2 | $0 | - | $0 | $0 | 1 |
| KATHERINE ORR | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| ANNE GATES | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| KO BARRETT | TRUSTEE (THROUGH JULY 2024) | 2 | $0 | - | $0 | $0 | 1 |
| LOUISE STEPHENS | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
2023 · 24 people listed · 10 paid, $12.3M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIMBERLY SARGENT | CHIEF INVESTMENT OFFICER | 40 | $3,182,491 | - | $209,136 | $3,391,627 | 1 |
| SILPA S PERICHERLA | MANAGING DIRECTOR | 40 | $1,350,137 | - | $138,794 | $1,488,931 | 1 |
| CHRISTINE ORTIZ ARENT | MANAGING DIRECTOR | 40 | $1,229,839 | - | $116,175 | $1,346,014 | 1 |
| STEPHEN BLUESTEIN | MANAGING DIRECTOR | 40 | $1,206,773 | - | $124,405 | $1,331,178 | 1 |
| BEN CHIQUOINE | MANAGING DIRECTOR | 40 | $975,671 | - | $105,206 | $1,080,877 | 1 |
| NANCY LINDBORG | PRESIDENT & CEO | 40 | $849,535 | - | $156,786 | $1,006,321 | 1 |
| DAVID R CORMIER | INVEST OPS DIRECTOR | 40 | $888,753 | - | $116,105 | $1,004,858 | 1 |
| CRAIG T NEYMAN | CFO & COO | 40 | $530,927 | - | $96,153 | $627,080 | 1 |
| EMILY FAN | SECRETARY & GENERAL COUNSEL | 40 | $449,465 | - | $107,842 | $557,307 | 1 |
| LISA CLARK | CHIEF PEOPLE OFFICER | 40 | $392,667 | - | $107,879 | $500,546 | 1 |
| MARIELENA HINCAPIE | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| JULIE E PACKARD | VICE CHAIR | 3 | $0 | - | $0 | $0 | 1 |
| DAVID M ORR | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| EDWARD W BARNHOLT | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| JASON K BURNETT | CHAIR | 4 | $0 | - | $0 | $0 | 1 |
| MICHAEL C CAMUNEZ | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| SIERRA CLARK | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| MICHAEL KLAG | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| STEPHEN LOCKHART | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| LINDA MASON | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| KATHERINE ORR | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| ANNE GATES | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| KO BARRETT | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| LOUISE STEPHENS | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
2022 · 24 people listed · 10 paid, $12.3M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIMBERLY SARGENT | CHIEF INVESTMENT OFFICER | 40 | $3,021,811 | - | $196,614 | $3,218,425 | 1 |
| SILPA S PERICHERLA | MANAGING DIR GLOBAL | 40 | $1,281,989 | - | $130,271 | $1,412,260 | 1 |
| CHRISTINE ORTIZ ARENT | MANAGING DIR REAL AS | 40 | $1,211,729 | - | $111,901 | $1,323,630 | 1 |
| STEPHEN BLUESTEIN | DIRECTOR | 40 | $1,138,417 | - | $117,381 | $1,255,798 | 1 |
| MARY ANNE RODGERS | SEC & GEN COUNSEL (TO NOV 2022) | 40 | $989,374 | - | $112,936 | $1,102,310 | 1 |
| DAVID R CORMIER | INVESTMENT OPERATION | 40 | $921,569 | - | $112,439 | $1,034,008 | 1 |
| BEN CHIQUOINE | INVESTMENTS ASSOCIAT | 40 | $857,743 | - | $98,784 | $956,527 | 1 |
| NANCY LINDBORG | PRESIDENT/CEO | 40 | $753,375 | - | $146,285 | $899,660 | 1 |
| CRAIG T NEYMAN | VP & CHIEF FINANCIAL OFFICER | 40 | $523,819 | - | $91,471 | $615,290 | 1 |
| EMILY FAN | SEC & ACT GEN COUNSEL (FROM NOV 2022) | 40 | $344,792 | - | $96,261 | $441,053 | 1 |
| DAVID M ORR | CHAIR | 4 | $0 | - | $0 | $0 | 1 |
| JULIE E PACKARD | VICE CHAIR | 3 | $0 | - | $0 | $0 | 1 |
| EDWARD W BARNHOLT | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| JASON K BURNETT | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| MICHAEL C CAMUNEZ | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| SIERRA CLARK | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| MICHAEL KLAG | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| STEPHEN LOCKHART | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| LINDA MASON | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| KATHERINE ORR | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| LOUISE STEPHENS | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| ANNE GATES | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| KO BARRETT | TRUSTEE (FROM FEB 2022) | 2 | $0 | - | $0 | $0 | 1 |
| MARIELENA HINCAPIE | TRUSTEE (FROM DEC 2022) | 2 | $0 | - | $0 | $0 | 1 |
2021 · 24 people listed · 9 paid, $9.3M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIMBERLY SARGENT | CHIEF INVESTMENT OFFICER | 40 | $2,480,385 | - | $178,660 | $2,659,045 | 1 |
| SILPA S PERICHERLA | MANAGING DIR GLOBAL | 40 | $1,040,414 | - | $116,439 | $1,156,853 | 1 |
| CHRISTINE ORTIZ ARENT | MANAGING DIR REAL AS | 40 | $1,053,011 | - | $103,338 | $1,156,349 | 1 |
| NANCY LINDBORG | PRESIDENT/CEO | 40 | $867,734 | - | $135,967 | $1,003,701 | 1 |
| DAVID R CORMIER | INVESTMENT OPERATION | 40 | $810,273 | - | $101,155 | $911,428 | 1 |
| BEN CHIQUOINE | INVESTMENTS ASSOCIAT | 40 | $630,708 | - | $79,649 | $710,357 | 1 |
| MARY ANNE RODGERS | SECRETARY/GENERAL COUNSEL | 40 | $504,849 | - | $102,970 | $607,819 | 1 |
| CRAIG T NEYMAN | VP & CHIEF FINANCIAL OFFICER | 40 | $476,137 | - | $96,138 | $572,275 | 1 |
| WALTER REID | DIRECTOR | 40 | $414,611 | - | $93,497 | $508,108 | 1 |
| JULIE E PACKARD | VICE CHAIR | 3 | $0 | - | $0 | $0 | 1 |
| NANCY A BURNETT | VICE CHAIR (TO DEC 2021) | 2 | $0 | - | $0 | $0 | 1 |
| DAVID M ORR | CHAIR | 4 | $0 | - | $0 | $0 | 1 |
| EDWARD W BARNHOLT | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| JASON K BURNETT | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| MICHAEL C CAMUNEZ | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| SIERRA CLARK | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| MICHAEL KLAG | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| STEPHEN LOCKHART | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| JANE LUBCHENCO | TRUSTEE (TO MAR 2021) | 2 | $0 | - | $0 | $0 | 1 |
| LINDA MASON | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| KATHERINE ORR | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| SUSAN PACKARD ORR | TRUSTEE (TO DEC 2021) | 3 | $0 | - | $0 | $0 | 1 |
| LOUISE STEVENS | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| ANNE GATES | TRUSTEE (FROM APR 2021) | 2 | $0 | - | $0 | $0 | 1 |
2020 · 24 people listed · 10 paid, $9.6M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIMBERLY SARGENT | CHIEF INVESTMENT OFFICER | 40 | $2,212,656 | - | $169,152 | $2,381,808 | 1 |
| CHRISTOPHER C DECARDY | VP/DIR. OF PROGRAMS (TO 10/16/2020) | 40 | $1,160,661 | - | $96,825 | $1,257,486 | 1 |
| CHRISTINE ORTIZ ARENT | MANAGING DIR REAL AS | 40 | $1,101,221 | - | $99,757 | $1,200,978 | 1 |
| SILPA S PERICHERLA | MANAGING DIR GLOBAL | 40 | $966,698 | - | $109,126 | $1,075,824 | 1 |
| DAVID R CORMIER | INVESTMENT OPERATION | 40 | $764,185 | - | $95,299 | $859,484 | 1 |
| CRAIG T NEYMAN | PRES/CEO TO 8/28; VP/CFO FROM 8/28 | 40 | $589,553 | - | $103,828 | $693,381 | 1 |
| BEN CHIQUOINE | INVESTMENTS ASSOCIAT | 40 | $560,194 | - | $72,875 | $633,069 | 1 |
| MARY ANNE RODGERS | SECRETARY/GENERAL COUNSEL | 40 | $482,881 | - | $99,932 | $582,813 | 1 |
| SECK-ENG TAN | MANAGING DIR PRIVATE | 40 | $575,667 | - | $0 | $575,667 | 1 |
| NANCY LINDBORG | PRESIDENT/CEO (FROM 8/28/20) | 40 | $280,138 | - | $38,935 | $319,073 | 1 |
| JULIE E PACKARD | VICE CHAIR | 3 | $0 | - | $0 | $0 | 1 |
| NANCY A BURNETT | VICE CHAIR | 2 | $0 | - | $0 | $0 | 1 |
| DAVID M ORR | CHAIR | 4 | $0 | - | $0 | $0 | 1 |
| EDWARD W BARNHOLT | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| JASON K BURNETT | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| MICHAEL C CAMUNEZ | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| SIERRA CLARK | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| MICHAEL KLAG | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| STEPHEN LOCKHART | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| JANE LUBCHENCO | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| LINDA MASON | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| KATHERINE ORR | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| SUSAN PACKARD ORR | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| LOUISE STEVENS | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
2019 · 25 people listed · 10 paid, $9.9M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIMBERLY SARGENT | CHIEF INVESTMENT OFFICER | 40 | $2,101,436 | - | $159,355 | $2,260,791 | 1 |
| CHRISTINE ORTIZ ARENT | MANAGING DIR REAL AS | 40 | $1,175,303 | - | $96,080 | $1,271,383 | 1 |
| SECK-ENG TAN | MANAGING DIR PRIVATE | 40 | $1,094,372 | - | $97,490 | $1,191,862 | 1 |
| CAROL S LARSON | PRESIDENT/CEO | 40 | $965,186 | - | $141,032 | $1,106,218 | 1 |
| SILPA S PERICHERLA | MANAGING DIR GLOBAL | 40 | $918,568 | - | $99,643 | $1,018,211 | 1 |
| DAVID R CORMIER | INVESTMENT OPERATION | 40 | $739,471 | - | $89,804 | $829,275 | 1 |
| CHRISTOPHER C DECARDY | VP/DIR. OF PROGRAMS | 40 | $462,239 | - | $102,280 | $564,519 | 1 |
| MARY ANNE RODGERS | SECRETARY/GENERAL COUNSEL | 40 | $461,630 | - | $101,874 | $563,504 | 1 |
| BEN CHIQUOINE | PORTFOLIO MANAGER | 40 | $489,791 | - | $58,471 | $548,262 | 1 |
| CRAIG T NEYMAN | VICE PRESIDENT/CFO | 40 | $423,567 | - | $85,263 | $508,830 | 1 |
| JULIE E PACKARD | VICE CHAIRMAN | 3 | $0 | - | $0 | $0 | 1 |
| NANCY A BURNETT | VICE CHAIRMAN | 2 | $0 | - | $0 | $0 | 1 |
| DAVID M ORR | CHARIMAN | 4 | $0 | - | $0 | $0 | 1 |
| EDWARD W BARNHOLT | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| JASON K BURNETT | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| MICHAEL C CAMUNEZ | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| SIERRA CLARK | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| MICHAEL KLAG | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| STEPHEN LOCKHART | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| JANE LUBCHENCO | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| LINDA MASON | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| KATHERINE ORR | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| SUSAN PACKARD ORR | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
| LOUISE STEVENS | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
| WARD W WOODS | TRUSTEE (TERM EXP. 6/19) | 2 | $0 | - | $0 | $0 | 1 |
2018 · 27 people listed · 11 paid, $13.6M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John H Moehling See Stmt 28 | Former CIO (retired 1/12/18) | 40 | $4,370,350 | - | $36,557 | $4,406,907 | 1 |
| Kimberly Sargent See Stmt 28 | Chief Investment Officer | 40 | $1,752,573 | - | $144,014 | $1,896,587 | 1 |
| Christine A Ortiz | Managing Dir Real As | 40 | $1,199,104 | - | $92,347 | $1,291,451 | 1 |
| Seck-Eng Tan | Managing Dir Private | 40 | $1,137,935 | - | $98,514 | $1,236,449 | 1 |
| Carol S Larson See Stmt 28 | President/CEO | 40 | $859,193 | - | $135,773 | $994,966 | 1 |
| Silpa S Pericherla | Managing Director Gl | 40 | $812,874 | - | $87,238 | $900,112 | 1 |
| David R Cormier | Investment Operation | 40 | $710,677 | - | $85,145 | $795,822 | 1 |
| Chris DeCardy See Stmt 28 | Vice President/Dir. of Pro | 40 | $444,912 | - | $98,168 | $543,080 | 1 |
| Mary Anne Rodgers See Stmt 28 | Secretary/General Counsel | 40 | $443,263 | - | $97,967 | $541,230 | 1 |
| Craig T Neyman See Stmt 28 | Vice President/CFO | 40 | $402,913 | - | $81,409 | $484,322 | 1 |
| Walter Reid | Director, C&S | 40 | $384,216 | - | $86,255 | $470,471 | 1 |
| David Orr See Stmt 28 | Chairman | 4 | $0 | - | $0 | $0 | 1 |
| Nancy Packard Burnett See Stmt 28 | Vice Chairman | 2 | $0 | - | $0 | $0 | 1 |
| Julie E Packard See Stmt 28 | Vice Chairman | 3 | $0 | - | $0 | $0 | 1 |
| Susan Packard Orr See Stmt 28 | Trustee | 3 | $0 | - | $0 | $0 | 1 |
| Edward W Barnholt See Stmt 28 | Trustee | 3 | $0 | - | $0 | $0 | 1 |
| Jason K Burnett See Stmt 28 | Trustee | 3 | $0 | - | $0 | $0 | 1 |
| Sierra Clark See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Michael Klag See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Stephen Lockhart See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Jane Lubchenco See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Mason See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Louise Stevens See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Ward W Woods See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Katherine Orr See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Michael C Camunez See Stmt 28 | Trustee (joined 06/18) | 2 | $0 | - | $0 | $0 | 1 |
| Linda Griego See Stmt 28 | Trustee (term exp. 06/18) | 2 | $0 | - | $0 | $0 | 1 |
2016 · 27 people listed · 10 paid, $10.0M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John H Moehling See Stmt 28 | Chief Investment Officer | 40 | $2,496,612 | - | $174,309 | $2,670,921 | 1 |
| Kimberly B Sargent | Senior Managing Dire | 40 | $1,193,432 | - | $102,421 | $1,295,853 | 1 |
| Christine A Ortiz | Managing Dir Real As | 40 | $1,113,160 | - | $78,313 | $1,191,473 | 1 |
| Seck-Eng Tan | Managing Dir Private | 40 | $1,031,793 | - | $93,329 | $1,125,122 | 1 |
| Carol S Larson See Stmt 28 | President/CEO | 40 | $759,855 | - | $144,621 | $904,476 | 1 |
| Silpa S Pericherla | Managing Director Gl | 40 | $618,504 | - | $71,815 | $690,319 | 1 |
| David R Cormier | Investment Operation | 40 | $597,625 | - | $86,404 | $684,029 | 1 |
| Chris DeCardy See Stmt 28 | Vice President/Dir. of Programs | 40 | $408,710 | - | $92,083 | $500,793 | 1 |
| Mary Anne Rodgers See Stmt 28 | Secretary/General Counsel | 40 | $405,710 | - | $91,687 | $497,397 | 1 |
| Craig T Neyman See Stmt 28 | Vice President/CFO | 40 | $368,613 | - | $78,182 | $446,795 | 1 |
| Susan Packard Orr See Stmt 28 | Chairman | 4 | $0 | - | $0 | $0 | 1 |
| Nancy Packard Burnett See Stmt 28 | Vice Chairman | 2 | $0 | - | $0 | $0 | 1 |
| Julie E Packard See Stmt 28 | Vice Chairman | 3 | $0 | - | $0 | $0 | 1 |
| Edward W Barnholt See Stmt 28 | Trustee | 3 | $0 | - | $0 | $0 | 1 |
| Ipek Burnett See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Jason K Burnett See Stmt 28 | Trustee | 3 | $0 | - | $0 | $0 | 1 |
| James Clark See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Sierra Clark See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Griego See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Michael Klag See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Stephen Lockhart See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Jane Lubchenco See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Mason See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| David Orr See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Louise Stevens See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Ward W Woods See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Katherine Orr See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
2015 · 26 people listed · 10 paid, $14.5M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John H Moehling See Stmt 28 | Chief Investment Officer | 40 | $2,363,154 | - | $2,119,710 | $4,482,864 | 1 |
| Kimberly B Sargent | Manag. Dir.-Marketab | 40 | $1,103,427 | - | $842,557 | $1,945,984 | 1 |
| Christine A Ortiz | Manag. Dir.-Private | 40 | $1,125,395 | - | $737,236 | $1,862,631 | 1 |
| Seck-Eng Tan | Manag. Dir.-Real Ass | 40 | $1,083,246 | - | $715,080 | $1,798,326 | 1 |
| Silpa S Pericherla | Associate Director | 40 | $591,742 | - | $450,909 | $1,042,651 | 1 |
| David R Cormier | Director - Investmen | 40 | $549,784 | - | $395,015 | $944,799 | 1 |
| Carol S Larson See Stmt 28 | President/CEO | 40 | $764,490 | - | $150,294 | $914,784 | 1 |
| Chris DeCardy See Stmt 28 | Vice President/Dir. of Pro | 40 | $411,841 | - | $102,936 | $514,777 | 1 |
| Mary Anne Rodgers See Stmt 28 | Secretary/General Counsel | 40 | $408,249 | - | $101,991 | $510,240 | 1 |
| Craig T Neyman See Stmt 28 | Vice President/CFO | 40 | $371,915 | - | $99,198 | $471,113 | 1 |
| Susan Packard Orr See Stmt 28 | Chairman | 4 | $0 | - | $0 | $0 | 1 |
| Nancy Packard Burnett See Stmt 28 | Vice Chairman | 2 | $0 | - | $0 | $0 | 1 |
| Julie E Packard See Stmt 28 | Vice Chairman | 3 | $0 | - | $0 | $0 | 1 |
| Edward W Barnholt See Stmt 28 | Trustee | 3 | $0 | - | $0 | $0 | 1 |
| Ipek Burnett See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Jason K Burnett See Stmt 28 | Trustee | 3 | $0 | - | $0 | $0 | 1 |
| James Clark See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Sierra Clark See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Griego See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Michael Klag See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Stephen Lockhart See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Jane Lubchenco See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Mason See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| David Orr See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Louise Stevens See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Ward W Woods See Stmt 28 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
2014 · 26 people listed · 10 paid, $9.2M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John H Moehling See Stmt 31 | Chief Investment Officer | 40 | $2,250,448 | - | $163,955 | $2,414,403 | 1 |
| Kimberly B Sargent | Manag. Dir.-Marketab | 40 | $1,043,080 | - | $100,849 | $1,143,929 | 1 |
| Christine A Ortiz | Manag. Dir.-Private | 40 | $1,003,812 | - | $90,969 | $1,094,781 | 1 |
| Seck-Eng Tan | Manag. Dir.-Real Ass | 40 | $986,978 | - | $97,854 | $1,084,832 | 1 |
| Carol S Larson See Stmt 31 | President/CEO | 40 | $780,099 | - | $141,216 | $921,315 | 1 |
| Silpa S Pericherla | Associate Director | 40 | $501,965 | - | $65,985 | $567,950 | 1 |
| David R Cormier | Director - Investmen | 40 | $467,012 | - | $79,004 | $546,016 | 1 |
| Chris DeCardy See Stmt 31 | Vice President/Dir. of Pro | 40 | $385,346 | - | $95,170 | $480,516 | 1 |
| Mary Anne Rodgers See Stmt 31 | Secretary/General Counsel | 40 | $376,209 | - | $96,459 | $472,668 | 1 |
| Craig T Neyman See Stmt 31 | Vice President/CFO | 40 | $334,627 | - | $95,354 | $429,981 | 1 |
| Susan Packard Orr See Stmt 31 | Chairman | 4 | $0 | - | $0 | $0 | 1 |
| Nancy Packard Burnett See Stmt 31 | Vice Chairman | 2 | $0 | - | $0 | $0 | 1 |
| Julie E Packard See Stmt 31 | Vice Chairman | 3 | $0 | - | $0 | $0 | 1 |
| Edward W Barnholt See Stmt 31 | Trustee | 3 | $0 | - | $0 | $0 | 1 |
| Ipek Burnett See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Jason K Burnett See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| James Clark See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Griego See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Michael Klag See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Jane Lubchenco See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Mason See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| David Orr See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| William K Reilly See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Louise Stevens See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Colburn S Wilbur See Stmt 31 | Trustee | 4 | $0 | - | $0 | $0 | 1 |
| Ward W Woods See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
2013 · 27 people listed · 10 paid, $8.2M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John H Moehling See Stmt 31 | Chief Investment Officer | 40 | $1,958,612 | - | $154,882 | $2,113,494 | 1 |
| Kimberly B Sargent | Manag. Dir.-Marketab | 40 | $951,665 | - | $93,977 | $1,045,642 | 1 |
| Seck-Eng Tan | Manag. Dir.-Private | 40 | $892,807 | - | $93,341 | $986,148 | 1 |
| Christine A Ortiz | Manag. Dir.-Real Ass | 40 | $882,772 | - | $88,051 | $970,823 | 1 |
| Carol S Larson See Stmt 31 | President/CEO | 40 | $688,399 | - | $134,580 | $822,979 | 1 |
| Silpa S Pericherla | Associate Director | 40 | $420,269 | - | $56,333 | $476,602 | 1 |
| David R Cormier | Investment Operation | 40 | $392,327 | - | $71,386 | $463,713 | 1 |
| Chris DeCardy See Stmt 31 | Vice President/Dir. of Pro | 40 | $361,302 | - | $88,906 | $450,208 | 1 |
| Mary Anne Rodgers See Stmt 31 | Secretary/General Counsel | 40 | $348,212 | - | $91,278 | $439,490 | 1 |
| Craig T Neyman See Stmt 31 | Vice President/CFO | 40 | $316,512 | - | $91,154 | $407,666 | 1 |
| Susan Packard Orr See Stmt 31 | Chairman | 4 | $0 | - | $0 | $0 | 1 |
| Nancy Packard Burnett See Stmt 31 | Vice Chairman | 2 | $0 | - | $0 | $0 | 1 |
| Julie E Packard See Stmt 31 | Vice Chairman | 3 | $0 | - | $0 | $0 | 1 |
| Edward W Barnholt See Stmt 31 | Trustee | 3 | $0 | - | $0 | $0 | 1 |
| Ipek Burnett See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Jason K Burnett See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| James Clark See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Sierra Burnett Clark See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Griego See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Donald Kennedy See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Jane Lubchenco See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Mason See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| David Orr See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Katy Orr See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| William K Reilly See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Colburn S Wilbur See Stmt 31 | Trustee | 4 | $0 | - | $0 | $0 | 1 |
| Ward W Woods See Stmt 31 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
2012 · 26 people listed · 10 paid, $6.8M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John H Moehling See Stmt 30 | Chief Investment Officer | 40 | $1,409,726 | - | $147,223 | $1,556,949 | 1 |
| Christine Ortiz | Manag. Dir.-Real Ass | 40 | $754,704 | - | $85,669 | $840,373 | 1 |
| Carol S Larson See Stmt 30 | President/CEO | 40 | $655,901 | - | $129,079 | $784,980 | 1 |
| Kimberly B Sargent | Manag. Dir.-Marketab | 40 | $703,685 | - | $78,733 | $782,418 | 1 |
| Seck-Eng Tan | Manag. Dir.-Private | 40 | $647,317 | - | $107,492 | $754,809 | 1 |
| Craig T Neyman See Stmt 30 | Vice President/CFO | 40 | $403,715 | - | $96,054 | $499,769 | 1 |
| Chris DeCardy See Stmt 30 | Vice President/Dir. of Pro | 40 | $347,068 | - | $97,829 | $444,897 | 1 |
| Mary Anne Rodgers See Stmt 30 | Secretary/General Counsel | 40 | $329,609 | - | $100,004 | $429,613 | 1 |
| David R Cormier | Investment Operation | 40 | $315,675 | - | $64,618 | $380,293 | 1 |
| Walter V Reid Stmt 31 | Program Director | 40 | $281,890 | - | $87,142 | $369,032 | 1 |
| Susan Packard Orr See Stmt 30 | Chairman | 4 | $0 | - | $0 | $0 | 1 |
| Nancy Packard Burnett See Stmt 30 | Vice Chairman | 2 | $0 | - | $0 | $0 | 1 |
| Julie E Packard See Stmt 30 | Vice Chairman | 3 | $0 | - | $0 | $0 | 1 |
| Edward W Barnholt See Stmt 30 | Trustee | 3 | $0 | - | $0 | $0 | 1 |
| Ipek Burnett See Stmt 30 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Jason K Burnett See Stmt 30 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| James Clark See Stmt 30 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Sierra Burnett Clark See Stmt 30 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Griego See Stmt 30 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Donald Kennedy See Stmt 30 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Mason See Stmt 30 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| David Orr See Stmt 30 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Katy Orr See Stmt 30 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| William K Reilly See Stmt 30 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Colburn S Wilbur See Stmt 30 | Trustee | 4 | $0 | - | $0 | $0 | 1 |
| Ward W Woods See Stmt 30 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
2011 · 25 people listed · 11 paid, $6.9M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John H Moehling See Stmt 29 | Chief Investment Officer | 40 | $1,541,613 | - | $144,672 | $1,686,285 | 1 |
| Seck-Eng Tan | Manag. Dir.-Private | 40 | $615,361 | - | $88,671 | $704,032 | 1 |
| Christine Ortiz | Manag. Dir.-Real Ass | 40 | $631,950 | - | $68,186 | $700,136 | 1 |
| Carol S Larson See Stmt 29 | President/CEO | 40 | $572,731 | - | $124,352 | $697,083 | 1 |
| Kimberly B Sargent | Manag. Dir.-Marketab | 40 | $576,404 | - | $87,051 | $663,455 | 1 |
| George Vera See Stmt 29 | Vice President/CFO | 40 | $531,490 | - | $47,841 | $579,331 | 1 |
| Chris DeCardy See Stmt 29 | Vice President/Dir. of Pro | 40 | $344,724 | - | $79,608 | $424,332 | 1 |
| Craig T Neyman See Stmt 29 | Vice President/CFO | 40 | $386,020 | - | $20,737 | $406,757 | 1 |
| Mary Anne Rodgers See Stmt 29 | Secretary/General Counsel | 40 | $314,831 | - | $89,386 | $404,217 | 1 |
| Walter V Reid Stmt 30 | Program Director | 40 | $272,816 | - | $82,991 | $355,807 | 1 |
| Minna L Yung | Director - Communica | 40 | $255,199 | - | $29,746 | $284,945 | 1 |
| Susan Packard Orr See Stmt 29 | Chairman | 4 | $0 | - | $0 | $0 | 1 |
| Nancy Packard Burnett See Stmt 29 | Vice Chairman | 2 | $0 | - | $0 | $0 | 1 |
| Julie E Packard See Stmt 29 | Vice Chairman | 3 | $0 | - | $0 | $0 | 1 |
| Edward W Barnholt See Stmt 29 | Trustee | 3 | $0 | - | $0 | $0 | 1 |
| Jason K Burnett See Stmt 29 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Sierra Burnett Clark See Stmt 29 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Griego See Stmt 29 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Donald Kennedy See Stmt 29 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Mason See Stmt 29 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| David Orr See Stmt 29 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| William K Reilly See Stmt 29 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Louise Stevens See Stmt 29 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Colburn S Wilbur See Stmt 29 | Trustee | 4 | $0 | - | $0 | $0 | 1 |
| Ward W Woods See Stmt 29 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
2010 · 23 people listed · 10 paid, $5.4M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John H Moehling See Stmt 33 | Chief Investment Officer | 40 | $1,033,500 | - | $135,561 | $1,169,061 | 1 |
| Carol S Larson See Stmt 33 | President/CEO | 40 | $591,585 | - | $119,710 | $711,295 | 1 |
| Seck-Eng Tan | Manag. Dir.-Private | 40 | $483,500 | - | $101,811 | $585,311 | 1 |
| Christine Ortiz | Manag. Dir.-Real Ass | 40 | $499,932 | - | $80,386 | $580,318 | 1 |
| Kimberly B Sargent | Manag. Dir.-Marketab | 40 | $445,496 | - | $62,398 | $507,894 | 1 |
| George Vera See Stmt 33 | Vice President/CFO | 40 | $398,436 | - | $74,476 | $472,912 | 1 |
| Mary Anne Rodgers See Stmt 33 | Secretary/General Counsel | 40 | $308,240 | - | $81,997 | $390,237 | 1 |
| Chris DeCardy See Stmt 33 | Vice President/Dir. of Programs | 40 | $310,475 | - | $75,026 | $385,501 | 1 |
| Walter V Reid Stmt 32 | Program Director | 40 | $256,002 | - | $83,052 | $339,054 | 1 |
| Matthew D Sharp | Infor. Tech. Directo | 40 | $270,413 | - | $25,099 | $295,512 | 1 |
| Susan Packard Orr See Stmt 33 | Chairman | 4 | $0 | - | $0 | $0 | 1 |
| Nancy Packard Burnett See Stmt 33 | Vice Chairman | 2 | $0 | - | $0 | $0 | 1 |
| Julie E Packard See Stmt 33 | Vice Chairman | 3 | $0 | - | $0 | $0 | 1 |
| Edward W Barnholt See Stmt 33 | Trustee | 3 | $0 | - | $0 | $0 | 1 |
| Jason K Burnett See Stmt 33 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Sierra Burnett Clark See Stmt 33 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Linda Griego See Stmt 33 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Donald Kennedy See Stmt 33 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| David Orr See Stmt 33 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| William K Reilly See Stmt 33 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Louise Stevens See Stmt 33 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
| Colburn S Wilbur See Stmt 33 | Trustee | 4 | $0 | - | $0 | $0 | 1 |
| Ward W Woods See Stmt 33 | Trustee | 2 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $4.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| MAGNIT APC I LLC | BETHPAGE, NY | CONSULTING | $1,645,272 |
| INSTITUTE OF INTERNATIONAL EDUCATION INC | NEW YORK, NY | CONSULTING | $1,007,175 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGEMENT | $830,277 |
| CEA CONSULTING | SAN FRANCISCO, CA | CONSULTING | $793,903 |
| PUBLIC HEALTH INSTITUTE | OAKLAND, CA | CONSULTING | $585,412 |
2023 · 5 contractors · $5.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| MAGNIT APC I LLC | BETHPAGE, NY | CONSULTING | $1,968,021 |
| CEA CONSULTING | SAN FRANCISCO, CA | CONSULTING | $1,206,090 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGEMENT | $1,065,962 |
| INSTITUTE OF INTERNATIONAL EDUCATION INC | NEW YORK, NY | CONSULTING | $789,789 |
| PUBLIC HEALTH INSTITUTE | OAKLAND, CA | CONSULTING | $758,117 |
2022 · 5 contractors · $6.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| MAGNIT APC I LLC | CHICAGO, IL | CONSULTING | $2,486,265 |
| DELOITTE CONSULTING | HERMITAGE, TN | CONSULTING | $1,462,751 |
| CEA CONSULTING | SAN FRANCISCO, CA | CONSULTING | $1,009,858 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGEMENT | $1,005,239 |
| INSTITUTE OF INTERNATIONAL EDUCATION INC | NEW YORK, NY | CONSULTING | $911,107 |
2021 · 5 contractors · $5.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| WORKFORCE LOGIQ LLC | BETHPAGE, NY | CONSULTING | $1,803,857 |
| MATHEMATICA POLICY RESEARCH INC | PRINCETON, NJ | CONSULTING | $985,086 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGEMENT | $892,950 |
| DELOITTE CONSULTING | HERMITAGE, TN | CONSULTING | $760,000 |
| CEA CONSULTING | SAN FRANCISCO, CA | CONSULTING | $591,519 |
2020 · 5 contractors · $4.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| INSTITUTE OF INTERNATIONAL EDUCATION INC | NEW YORK, NY | CONSULTING | $1,008,524 |
| MATHEMATICA POLICY RESEARCH INC | PRINCETON, NJ | CONSULTING | $1,001,770 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGEMENT | $846,363 |
| CEA CONSULTING | SAN FRANCISCO, CA | CONSULTING | $823,270 |
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | NEWPORT BEACH, CA | INVESTMENT MANAGEMENT | $576,190 |
2019 · 5 contractors · $3.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGEMENT | $1,178,158 |
| INSTITUTE OF INTERNATIONAL EDUCATION INC | NEW YORK, NY | CONSULTING | $1,051,901 |
| CEA CONSULTING | SAN FRANCISCO, CA | CONSULTING | $550,590 |
| MATHEMATICA POLICY RESEARCH INC | PRINCETON, NJ | CONSULTING | $536,844 |
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | NEWPORT BEACH, CA | INVESTMENT MANAGEMENT | $475,225 |
2018 · 5 contractors · $3.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| INSTITUTE OF INTERNATIONAL EDUCATION INC | NEW YORK, NY | CONSULTING | $1,301,014 |
| MATHEMATICA POLICY RESEARCH INC | PRINCETON, NJ | CONSULTING | $703,484 |
| CALIFORNIA ENVIRONMENTAL ASSOCIATES | SAN FRANCISCO, CA | CONSULTING | $693,883 |
| PUBLIC HEALTH INSTITUTE | OAKLAND, CA | CONSULTING | $630,810 |
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | NEWPORT BEACH, CA | INVESTMENT MANAGEMENT | $482,489 |
2016 · 5 contractors · $4.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| MATHEMATICA POLICY RESEARCH INC | PRINCETON, NJ | CONSULTING | $1,761,897 |
| INSTITUTE OF INTERNATIONAL EDUCATION INC | SAN FRANCISCO, CA | CONSULTING | $1,420,990 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGEMENT | $666,317 |
| CALIFORNIA ENVIRONMENTAL ASSOCIATES | SAN FRANCISCO, CA | CONSULTING | $448,511 |
| PUBLIC HEALTH INSTITUTE | OAKLAND, CA | CONSULTING | $431,714 |
2015 · 5 contractors · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| Institute Of International Education Inc | New York, NY | Consulting | $957,960 |
| Mathematica Policy Research Inc | Princeton, NJ | Consulting | $832,924 |
| Public Health Institute | Sacramento, CA | Consulting | $482,850 |
| PIMCO | Newport Beach, CA | Investment Management | $416,161 |
| Rutabaga Capital Management | Boston, MA | Investment Management | $359,209 |
2014 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| PIMCO | Newport Beach, CA | Investment Management | $564,018 |
| Public Health Institute | Sacramento, CA | Consulting | $400,000 |
| Webfortis | Walnut Creek, CA | Consulting | $347,569 |
| Spitfire Strategies | Washington, DC | Consulting | $317,734 |
| Simpson Thatcher & Bartlett | New York, NY | Legal | $263,746 |
2013 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Rutabaga Capital Management LLC | Boston | Investment Management | $702,192 |
| PIMCO | Newport Beach | Investment Management | $428,687 |
| Stuart Green | Consultant | $228,501 | |
| Resources Law Group LLP | Sacramento | Legal | $213,184 |
| PriceWaterhouseCoopers | Los Angeles | Accounting | $189,800 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 1,029 grants to organizations · $350.0M
Listed grants add up to $349,965,123; the return's “grants paid” expense line says $366,176,787. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 1,097 grants to organizations · $367.0M
Listed grants add up to $367,013,209; the return's “grants paid” expense line says $371,574,675. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 1,158 grants to organizations · $432.1M
Listed grants add up to $432,111,125; the return's “grants paid” expense line says $440,305,274. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 1,400 grants to organizations · $463.9M
Listed grants add up to $463,892,321; the return's “grants paid” expense line says $429,476,706. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 1,253 grants to organizations · $363.5M · 2 returned · -$2K
Listed grants add up to $363,496,440; the return's “grants paid” expense line says $476,800,475. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 1,082 grants to organizations · $370.8M · 1 grant to individuals · $150K
Listed grants add up to $370,981,129; the return's “grants paid” expense line says $333,344,671. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 1,420 grants to organizations · $350.0M
Listed grants add up to $350,044,837; the return's “grants paid” expense line says $333,796,149. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 1,082 grants to organizations · $317.7M · 1 summary line · $1.3M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
Listed grants add up to $318,957,275; the return's “grants paid” expense line says $406,785,444. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 996 grants to organizations · $298.5M · 1 summary line · $1.8M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
Listed grants add up to $300,274,835; the return's “grants paid” expense line says $308,199,806. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 1,010 grants to organizations · $289.8M · 1 grant to individuals · $75K · 1 summary line · $1.8M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
Listed grants add up to $291,696,462; the return's “grants paid” expense line says $294,979,418. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 987 grants to organizations · $293.4M · 1 summary line · $1.6M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
Listed grants add up to $295,015,267; the return's “grants paid” expense line says $288,839,379. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 926 grants to organizations · $254.5M · 1 summary line · $1.6M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
Listed grants add up to $256,130,462; the return's “grants paid” expense line says $252,663,933. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2011 · 948 grants to organizations · $243.5M · 2 grants to individuals · $180K · 1 summary line · $1.5M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
Listed grants add up to $245,201,551; the return's “grants paid” expense line says $248,802,969. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2010 · 1,039 grants to organizations · $261.6M · 2 grants to individuals · $125K · 1 summary line · $1.8M · 24 returned · -$1.1M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
Listed grants add up to $262,445,606; the return's “grants paid” expense line says $234,075,887. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2019 · 1 contributor · $1.8M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ROSS M BROWN FAMILY FOUNDATION Fuzzy 1.00 | Organization or other | ESCONDIDO, CA | $1,750,000 | - | Form 990PF Sch. B, 2019 · filing |
2010 · 1 contributor · $400K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | The William and Flora Hewlett Found | Person | Menlo Park, CA | $400,000 | - | Form 990PF Sch. B, 2010 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $569,876,756 | $452,085,577 | $8,547,237,871 | $8,225,184,267 | - | - | $5,631,534 | - | - |
| 2023 · Form 990PF | ||||||||
| $407,602,346 | $458,216,523 | $8,324,855,767 | $8,020,313,621 | - | - | $5,405,085 | - | - |
| 2022 · Form 990PF | ||||||||
| $496,627,949 | $540,606,159 | $8,263,286,693 | $7,968,255,177 | - | - | $5,633,171 | - | - |
| 2021 · Form 990PF | ||||||||
| $743,039,473 | $513,754,879 | $10,012,901,349 | $9,706,766,418 | $0 | - | $4,329,105 | - | - |
| 2020 · Form 990PF | ||||||||
| $658,614,112 | $555,357,553 | $9,043,451,760 | $8,719,225,934 | $0 | - | $4,725,889 | - | - |
| 2019 · Form 990PF | ||||||||
| $583,512,886 | $391,853,835 | $7,969,450,311 | $7,773,367,727 | $1,750,000 | - | $4,414,059 | - | - |
| 2018 · Form 990PF | ||||||||
| $440,724,440 | $395,550,448 | $7,423,383,781 | $7,178,644,674 | - | - | $8,273,203 | - | - |
| 2016 · Form 990PF | ||||||||
| $355,494,669 | $471,900,035 | $7,102,402,524 | $6,808,281,502 | - | - | $4,439,500 | - | - |
| 2015 · Form 990PF | ||||||||
| $265,744,920 | $372,325,799 | $7,025,827,179 | $6,817,155,351 | - | - | $4,319,648 | - | - |
| 2014 · Form 990PF | ||||||||
| $333,759,707 | $355,503,242 | $7,084,903,284 | $6,881,883,353 | - | - | $4,126,729 | - | - |
| 2013 · Form 990PF | ||||||||
| $283,023,038 | $353,894,166 | $6,902,501,278 | $6,648,828,305 | - | - | $3,673,036 | - | - |
| 2012 · Form 990PF | ||||||||
| $170,009,091 | $308,186,839 | $6,299,952,716 | $5,957,995,624 | - | - | $3,146,019 | - | - |
| 2011 · Form 990PF | ||||||||
| $243,661,385 | $284,909,395 | $5,797,424,139 | $5,633,255,444 | - | - | $3,691,409 | - | - |
| 2010 · Form 990PF | ||||||||
| $242,428,634 | $284,318,325 | $6,100,637,478 | $5,942,675,501 | - | - | $2,642,236 | - | - |
Funders of this organization
7 grantors reported grants to this organization, $2,266,788 in all, tax years 2011 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| ROSS M BROWN FAMILY FOUNDATION | Private foundation | Fuzzy filed as “THE DAVID AND LUCILE PACKARD FOUNDATION” | 2019 | 1 | $1,750,000 | 2019 | $1,750,000 | show |
| WILLIAM & FLORA HEWLETT FOUNDATION | Private foundation | Fuzzy filed as “DAVID AND LUCILE PACKARD FOUNDATION” | 2011-2012 | 2 | $400,000 | 2012 | $300,000 | show |
| THE OAKLAND PUBLIC EDUCATION FUND | Public charity | Exact | 2018 | 1 | $78,052 | 2018 | $78,052 | show |
| UNITED WAY WORLDWIDE | DAF sponsor | Exact | 2023 | 1 | $21,309 | 2023 | $21,309 | show |
| AIM YOUTH MENTAL HEALTH | Public charity | Exact | 2021 | 1 | $10,000 | 2021 | $10,000 | show |
| NEW VENTURE FUND | Public charity | Exact | 2021 | 1 | $7,177 | 2021 | $7,177 | show |
| THE FREDERICK & PATRICIA SUPPER FOUNDATION INC | Private foundation | Fuzzy filed as “DAVID AND LUCILE PACKARD FOUNDATION” | 2020 | 1 | $250 | 2020 | $250 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| WILLIAM AND BARBARA MARTIN FOUNDATION | CA | T20 | $418,611,637 | $878,831 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| H&H EVERGREEN FOUNDATION | CA | T20 | $728,013,702 | $195,274,576 | PROGRAM MANAGER | $63,000 | Same NTEE code T20, revenue within 2x, same state |
| CARL VICTOR PAGE MEMORIAL FOUNDATION | CA | T20 | $798,559,805 | $321,993,373 | DIRECTOR, CHAIRMAN & PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| MAXWELL HANRAHAN FOUNDATION | CA | T20 | $481,434,879 | $24,644,264 | EXECUTIVE DIRECTOR | $328,617 | Same NTEE code T20, revenue within 2x, same state |
| SEQUOIA CLIMATE FOUNDATION | CA | T20 | $367,685,730 | $332,324,266 | PRESIDENT | $848,964 | Same NTEE code T20, revenue within 2x, same state |
| WAVERLEY STREET FOUNDATION | CA | T20 | $290,111,328 | $335,907,395 | PRESIDENT | $940,893 | Same NTEE code T20, revenue within 2x, same state |
| THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATION | CA | T20 | $406,766,399 | $313,041,582 | PRESIDENT - SCHMIDT SCIENCES | $705,585 | Same NTEE code T20, revenue within 2x, same state |
| LAURA AND JOHN ARNOLD FOUNDATION | TX | T20 | $486,369,598 | $211,620,745 | DIRECTOR/CO-CHAIR | $0 | Same NTEE code T20, revenue within 2x |
| ZOOM FOUNDATION | CT | T20 | $450,447,052 | $38,535,155 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| PUFFIN BAY FOUNDATION | ME | T20 | $301,277,374 | $33,117,721 | Chairman | $0 | Same NTEE code T20, revenue within 2x |
| KNIGHT FOUNDATION | OR | T20 | $520,024,706 | $277,515,298 | PRESIDENT/TREAS | $0 | Same NTEE code T20, revenue within 2x |
| MARGOT AND TOM PRITZKER SCIENCE FOUNDATION | SD | T20 | $423,325,986 | $4,447,945 | TRUSTEE | $260,000 | Same NTEE code T20, revenue within 2x |
| SAROFIM FOUNDATION | TX | T20 | $476,480,689 | $144,323,415 | Executive Director | $556,886 | Same NTEE code T20, revenue within 2x |
| STOLLER FOUNDATION | TX | T20 | $376,713,820 | $41,544,647 | CFO-CIO | $243,400 | Same NTEE code T20, revenue within 2x |
| CARL ANGUS DESANTIS FOUNDATION INC | FL | T20 | $305,128,072 | $4,378,765 | EXECUTIVE DIRECTOR | $282,582 | Same NTEE code T20, revenue within 2x |
| SHERWOOD FOUNDATION | NE | T20 | $943,412,098 | $319,391,186 | CHAIRMAN | $685,500 | Same NTEE code T20, revenue within 2x |
| CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION | OK | T20 | $294,559,250 | $347,365,697 | Chairperson & Director | $0 | Same NTEE code T20, revenue within 2x |
| GRATA VITA FOUNDATION | KS | T20 | $427,486,022 | $115,000 | Trustee | $5,000 | Same NTEE code T20, revenue within 2x |
| THE TEPPER FOUNDATION | NY | T20 | $328,766,599 | $114,353,711 | CFO | $231,783 | Same NTEE code T20, revenue within 2x |
| POINT REYES FOUNDATION INC | NJ | T20 | $300,951,652 | $56,000,000 | DIRECTOR, CHAIR, CEO | $0 | Same NTEE code T20, revenue within 2x |
| RENWICK FOUNDATION-USA | NY | T20 | $786,566,835 | $114,278 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x |
| MARINE TOYS FOR TOTS FOUNDATION | VA | T20 | $432,326,962 | $405,633,766 | PRESIDENT & CEO | $484,426 | Same NTEE code T20, revenue within 2x |
| ROBERT WOOD JOHNSON FOUNDATION | NJ | T20 | $855,259,092 | $966,690,739 | CIO | $2,224,325 | Same NTEE code T20, revenue within 2x |
| JOHN D & CATHERINE T MACARTHUR FOUNDATION | IL | T20 | $890,851,721 | $414,659,854 | VP / CHIEF INVESTMENT OFFICER | $3,764,295 | Same NTEE code T20, revenue within 2x |
| SHELBY CULLOM DAVIS CHARITABLE FUND INC | DE | T20 | $487,136,416 | $128,200,786 | Assistant Sec/Executive Dir | $200,000 | Same NTEE code T20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $452,085,577 spent · pay $45,475,749 · grants $366,176,787 · events $4,005,027
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $366,176,787 | 81.0% | |
| Other salaries and wages | $28,700,751 | 6.3% | |
| Taxes | $13,686,368 | 3.0% | |
| Fees: other professional | $11,250,884 | 2.5% | |
| Pension plans and employee benefits | $11,143,464 | 2.5% | |
| Pay: officers, directors, trustees | $5,631,534 | 1.2% | |
| Other expenses | $5,265,916 | 1.2% | |
| Travel, conferences and meetings | $4,005,027 | 0.9% | |
| Depreciation and depletion | $2,568,176 | 0.6% | |
| Occupancy | $1,981,887 | 0.4% | |
| Fees: legal | $741,189 | 0.2% | |
| Fees: accounting | $614,356 | 0.1% | |
| Printing and publications | $319,238 | 0.1% | |
| Total | $452,085,577 | 100% |
2023 · Form 990PF · $458,216,523 spent · pay $43,971,830 · grants $371,574,675 · events $5,166,995
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $371,574,675 | 81.1% | |
| Other salaries and wages | $28,607,238 | 6.2% | |
| Fees: other professional | $13,017,723 | 2.8% | |
| Taxes | $12,739,792 | 2.8% | |
| Pension plans and employee benefits | $9,959,507 | 2.2% | |
| Other expenses | $5,457,520 | 1.2% | |
| Pay: officers, directors, trustees | $5,405,085 | 1.2% | |
| Travel, conferences and meetings | $5,166,995 | 1.1% | |
| Depreciation and depletion | $2,471,222 | 0.5% | |
| Occupancy | $1,778,317 | 0.4% | |
| Fees: legal | $945,901 | 0.2% | |
| Fees: accounting | $666,725 | 0.1% | |
| Printing and publications | $278,840 | 0.1% | |
| Interest | $146,983 | 0.0% | |
| Total | $458,216,523 | 100% |
2022 · Form 990PF · $540,606,159 spent · pay $41,721,276 · grants $440,305,274 · events $3,503,559
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $440,305,274 | 81.4% | |
| Other salaries and wages | $27,166,463 | 5.0% | |
| Taxes | $24,438,343 | 4.5% | |
| Fees: other professional | $17,513,289 | 3.2% | |
| Pension plans and employee benefits | $8,921,642 | 1.7% | |
| Other expenses | $6,329,560 | 1.2% | |
| Pay: officers, directors, trustees | $5,633,171 | 1.0% | |
| Travel, conferences and meetings | $3,503,559 | 0.6% | |
| Depreciation and depletion | $2,377,357 | 0.4% | |
| Fees: legal | $1,818,137 | 0.3% | |
| Occupancy | $1,507,275 | 0.3% | |
| Fees: accounting | $753,430 | 0.1% | |
| Printing and publications | $187,752 | 0.0% | |
| Interest | $150,907 | 0.0% | |
| Total | $540,606,159 | 100% |
2021 · Form 990PF · $513,754,879 spent · pay $39,294,467 · grants $429,476,706 · events $835,937
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $429,476,706 | 83.6% | |
| Other salaries and wages | $26,617,903 | 5.2% | |
| Taxes | $19,748,908 | 3.8% | |
| Fees: other professional | $13,947,257 | 2.7% | |
| Pension plans and employee benefits | $8,347,459 | 1.6% | |
| Other expenses | $4,699,520 | 0.9% | |
| Pay: officers, directors, trustees | $4,329,105 | 0.8% | |
| Depreciation and depletion | $2,472,839 | 0.5% | |
| Occupancy | $1,422,924 | 0.3% | |
| Fees: legal | $1,011,397 | 0.2% | |
| Travel, conferences and meetings | $835,937 | 0.2% | |
| Fees: accounting | $603,049 | 0.1% | |
| Printing and publications | $241,875 | 0.0% | |
| Total | $513,754,879 | 100% |
2020 · Form 990PF · $555,357,553 spent · pay $35,244,208 · grants $476,800,475 · events $1,198,631
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $476,800,475 | 85.9% | |
| Other salaries and wages | $22,916,818 | 4.1% | |
| Taxes | $18,490,759 | 3.3% | |
| Fees: other professional | $11,282,629 | 2.0% | |
| Pension plans and employee benefits | $7,601,501 | 1.4% | |
| Other expenses | $6,604,662 | 1.2% | |
| Pay: officers, directors, trustees | $4,725,889 | 0.9% | |
| Depreciation and depletion | $2,591,344 | 0.5% | |
| Occupancy | $1,348,944 | 0.2% | |
| Travel, conferences and meetings | $1,198,631 | 0.2% | |
| Fees: legal | $894,771 | 0.2% | |
| Fees: accounting | $724,642 | 0.1% | |
| Printing and publications | $176,488 | 0.0% | |
| Total | $555,357,553 | 100% |
2019 · Form 990PF · $391,853,835 spent · pay $32,257,554 · grants $333,344,671 · events $4,181,346
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $333,344,671 | 85.1% | |
| Other salaries and wages | $20,235,161 | 5.2% | |
| Fees: other professional | $10,769,090 | 2.7% | |
| Pension plans and employee benefits | $7,608,334 | 1.9% | |
| Other expenses | $5,099,176 | 1.3% | |
| Pay: officers, directors, trustees | $4,414,059 | 1.1% | |
| Travel, conferences and meetings | $4,181,346 | 1.1% | |
| Depreciation and depletion | $2,807,004 | 0.7% | |
| Occupancy | $1,811,617 | 0.5% | |
| Fees: legal | $812,536 | 0.2% | |
| Fees: accounting | $615,170 | 0.2% | |
| Printing and publications | $155,671 | 0.0% | |
| Total | $391,853,835 | 100% |
2018 · Form 990PF · $395,550,448 spent · pay $31,405,235 · grants $333,796,149 · events $5,389,826
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $333,796,149 | 84.4% | |
| Other salaries and wages | $15,581,656 | 3.9% | |
| Fees: other professional | $10,589,079 | 2.7% | |
| Pay: officers, directors, trustees | $8,273,203 | 2.1% | |
| Pension plans and employee benefits | $7,550,376 | 1.9% | |
| Travel, conferences and meetings | $5,389,826 | 1.4% | |
| Other expenses | $4,710,670 | 1.2% | |
| Taxes | $3,621,478 | 0.9% | |
| Depreciation and depletion | $2,910,708 | 0.7% | |
| Occupancy | $1,626,976 | 0.4% | |
| Fees: legal | $765,166 | 0.2% | |
| Fees: accounting | $572,115 | 0.1% | |
| Printing and publications | $163,046 | 0.0% | |
| Total | $395,550,448 | 100% |
2016 · Form 990PF · $471,900,035 spent · pay $30,097,326 · grants $406,785,444 · events $3,688,521
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $406,785,444 | 86.2% | |
| Other salaries and wages | $17,335,890 | 3.7% | |
| Fees: other professional | $10,658,117 | 2.3% | |
| Taxes | $9,885,212 | 2.1% | |
| Pension plans and employee benefits | $8,321,936 | 1.8% | |
| Pay: officers, directors, trustees | $4,439,500 | 0.9% | |
| Depreciation and depletion | $3,772,311 | 0.8% | |
| Travel, conferences and meetings | $3,688,521 | 0.8% | |
| Other expenses | $3,655,800 | 0.8% | |
| Occupancy | $1,550,828 | 0.3% | |
| Fees: legal | $896,397 | 0.2% | |
| Fees: accounting | $685,013 | 0.1% | |
| Printing and publications | $225,066 | 0.0% | |
| Total | $471,900,035 | 100% |
2015 · Form 990PF · $372,325,799 spent · pay $30,675,436 · grants $308,199,806 · events $3,283,814
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $308,199,806 | 82.8% | |
| Other salaries and wages | $16,889,096 | 4.5% | |
| Taxes | $10,116,164 | 2.7% | |
| Pension plans and employee benefits | $9,466,692 | 2.5% | |
| Fees: other professional | $8,523,079 | 2.3% | |
| Pay: officers, directors, trustees | $4,319,648 | 1.2% | |
| Other expenses | $4,278,172 | 1.1% | |
| Depreciation and depletion | $4,074,308 | 1.1% | |
| Travel, conferences and meetings | $3,283,814 | 0.9% | |
| Occupancy | $1,447,212 | 0.4% | |
| Fees: legal | $854,701 | 0.2% | |
| Fees: accounting | $652,735 | 0.2% | |
| Printing and publications | $220,372 | 0.1% | |
| Total | $372,325,799 | 100% |
2014 · Form 990PF · $355,503,242 spent · pay $28,018,972 · grants $294,979,418 · events $3,175,501
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $294,979,418 | 83.0% | |
| Other salaries and wages | $16,074,981 | 4.5% | |
| Taxes | $13,396,208 | 3.8% | |
| Pension plans and employee benefits | $7,817,262 | 2.2% | |
| Fees: other professional | $6,266,070 | 1.8% | |
| Pay: officers, directors, trustees | $4,126,729 | 1.2% | |
| Depreciation and depletion | $4,064,246 | 1.1% | |
| Travel, conferences and meetings | $3,175,501 | 0.9% | |
| Other expenses | $2,615,452 | 0.7% | |
| Occupancy | $1,497,092 | 0.4% | |
| Fees: legal | $787,269 | 0.2% | |
| Fees: accounting | $536,978 | 0.2% | |
| Printing and publications | $166,036 | 0.0% | |
| Total | $355,503,242 | 100% |
2013 · Form 990PF · $353,894,166 spent · pay $26,801,602 · grants $288,839,379 · events $3,440,423
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $288,839,379 | 81.6% | |
| Taxes | $20,159,542 | 5.7% | |
| Other salaries and wages | $15,940,110 | 4.5% | |
| Pension plans and employee benefits | $7,188,456 | 2.0% | |
| Fees: other professional | $5,275,608 | 1.5% | |
| Depreciation and depletion | $4,008,168 | 1.1% | |
| Pay: officers, directors, trustees | $3,673,036 | 1.0% | |
| Travel, conferences and meetings | $3,440,423 | 1.0% | |
| Other expenses | $2,374,363 | 0.7% | |
| Occupancy | $1,674,481 | 0.5% | |
| Fees: legal | $607,760 | 0.2% | |
| Fees: accounting | $526,574 | 0.1% | |
| Printing and publications | $186,266 | 0.1% | |
| Total | $353,894,166 | 100% |
2012 · Form 990PF · $308,186,839 spent · pay $22,639,412 · grants $252,663,933 · events $2,574,079
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $252,663,933 | 82.0% | |
| Taxes | $15,337,327 | 5.0% | |
| Other salaries and wages | $12,969,985 | 4.2% | |
| Pension plans and employee benefits | $6,523,408 | 2.1% | |
| Fees: other professional | $4,971,285 | 1.6% | |
| Other expenses | $4,371,924 | 1.4% | |
| Pay: officers, directors, trustees | $3,146,019 | 1.0% | |
| Travel, conferences and meetings | $2,574,079 | 0.8% | |
| Depreciation and depletion | $2,532,741 | 0.8% | |
| Occupancy | $1,891,548 | 0.6% | |
| Fees: legal | $504,202 | 0.2% | |
| Fees: accounting | $473,718 | 0.2% | |
| Printing and publications | $226,670 | 0.1% | |
| Total | $308,186,839 | 100% |
2011 · Form 990PF · $284,909,395 spent · pay $21,378,883 · grants $248,802,969 · events $2,320,519
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $248,802,969 | 87.3% | |
| Other salaries and wages | $12,125,380 | 4.3% | |
| Pension plans and employee benefits | $5,562,094 | 2.0% | |
| Fees: other professional | $5,091,773 | 1.8% | |
| Pay: officers, directors, trustees | $3,691,409 | 1.3% | |
| Other expenses | $2,940,155 | 1.0% | |
| Travel, conferences and meetings | $2,320,519 | 0.8% | |
| Occupancy | $1,620,497 | 0.6% | |
| Depreciation and depletion | $1,408,790 | 0.5% | |
| Fees: legal | $575,344 | 0.2% | |
| Fees: accounting | $403,642 | 0.1% | |
| Taxes | $193,798 | 0.1% | |
| Printing and publications | $173,025 | 0.1% | |
| Total | $284,909,395 | 100% |
2010 · Form 990PF · $284,318,325 spent · pay $20,150,534 · grants $234,075,887 · events $2,356,366
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $234,075,887 | 82.3% | |
| Other salaries and wages | $12,233,942 | 4.3% | |
| Taxes | $12,001,710 | 4.2% | |
| Fees: other professional | $6,869,112 | 2.4% | |
| Pension plans and employee benefits | $5,274,356 | 1.9% | |
| Occupancy | $3,209,210 | 1.1% | |
| Other expenses | $2,928,995 | 1.0% | |
| Pay: officers, directors, trustees | $2,642,236 | 0.9% | |
| Travel, conferences and meetings | $2,356,366 | 0.8% | |
| Depreciation and depletion | $1,515,948 | 0.5% | |
| Fees: legal | $638,225 | 0.2% | |
| Fees: accounting | $370,733 | 0.1% | |
| Printing and publications | $201,605 | 0.1% | |
| Total | $284,318,325 | 100% |
State business registration
- THE DAVID AND LUCILE PACKARD FOUNDATION CA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | THE DAVID AND LUCILE PACKARD FOUNDATION | CA | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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