LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH (EIN 77-0440090)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-06-24
- IRS object ID
- 202541759349301034
- Schema version
- 2023v6.0
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-24T16:11:39-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770440090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCI | BusinessNameControlTxt |
| Phone | 6504619800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HAMILTON AVENUE 340 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN COULBOURN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6504619800 | PhoneNum |
| Signature | 2025-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN R RYAN | PreparerPersonNm |
| PTIN | P00737884 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2025-06-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHRYN COULBOURN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HAMILTON AVENUE 340 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $138,352,431 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LPFCH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH UNLOCKS PHILANTHROPY TO TRANSFORM HEALTH FOR ALL KIDS AND MOMS, IN NORTHERN CALIFORNIA AND AROUND THE WORLD. OUR FOUNDATION RAISES FUNDS FOR CHILD AND MATERNAL HEALTH AT LUCILE PACKARD CHILDREN'S HOSPITAL AND THE STANFORD SCHOOL OF MEDICINE. WE ALSO SHAPE AND SUPPORT PROGRAMS THAT MAKE HEALTH CARE MORE ACCESSIBLE FOR CHILDREN WITH COMPLEX MEDICAL NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 166 | TotalEmployeeCnt |
| Total Volunteers | 391 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $33,560 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $92,198,414 | PYContributionsGrantsAmt |
| CY Contributions Grants | $76,479,467 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,679,032 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,763,408 | CYProgramServiceRevenueAmt |
| PY Investment Income | $285,736 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,042,228 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,561,626 | PYOtherRevenueAmt |
| CY Other Revenue | -$299,075 | CYOtherRevenueAmt |
| PY Total Revenue | $131,724,808 | PYTotalRevenueAmt |
| CY Total Revenue | $113,986,028 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $170,322,267 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $121,667,015 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,375,987 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,441,992 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $104,275 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $55,405 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $30,680,563 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,874,053 | PYOtherExpensesAmt |
| CY Other Expenses | $11,566,651 | CYOtherExpensesAmt |
| PY Total Expenses | $207,676,582 | PYTotalExpensesAmt |
| CY Total Expenses | $161,731,063 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$75,951,774 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$47,745,035 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $396,420,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $342,491,110 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $59,017,208 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,168,221 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $337,403,727 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $303,322,889 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH IS HERE TO UNLOCK PHILANTHROPY TO TRANSFORM HEALTH FOR ALL KIDS AND MOMS, IN NORTHERN CALIFORNIA AND AROUND THE WORLD. OUR FOUNDATION RAISES FUNDS FOR CHILD AND MATERNAL HEALTH AT LUCILE PACKARD CHILDREN'S HOSPITAL AND THE STANFORD SCHOOL OF MEDICINE. WE ALSO SHAPE AND SUPPORT PROGRAMS THAT MAKE HEALTH CARE MORE ACCESSIBLE FOR CHILDREN WITH COMPLEX MEDICAL NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $118,467,704 | ExpenseAmt |
| Grant | $118,467,704 | GrantAmt |
| Revenue | $36,763,408 | RevenueAmt |
| Desc | DEVELOPMENT: THE FOUNDATION RAISES FUNDS TO SUPPORT THE LUCILE PACKARD CHILDREN'S HOSPITAL STANFORD AND THE CHILD HEALTH 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. THE FOUNDATION IS IN THE EARLY STAGES OF A NEW COMPREHENSIVE CAMPAIGN FOCUSED ON RESEARCH AND CLINICAL EXCELLENCE IN HEART, CANCER, AND MOTHERS AND BABIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,949,159 | ExpenseAmt |
| Grant | $3,199,311 | GrantAmt |
| Desc | CHILDREN AND YOUTH WITH SPECIAL HEALTH CARE NEEDS: THROUGH ITS PROGRAM WORK, THE FOUNDATION SEEKS TO BUILD AWARENESS ABOUT ISSUES AFFECTING CHILDREN'S HEALTH BY INVESTING IN PROGRAMS AND STRATEGIC GRANTMAKING TO ENHANCE THE SYSTEM OF CARE FOR CHILDREN WITH SPECIAL HEALTH CARE NEEDS AND THEIR FAMILIES. DURING THE FISCAL YEAR ENDED AUGUST 31, 2024, THE FOUNDATION INVESTED APPROXIMATELY $5.9 MILLION IN THIS AREA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $124,416,863 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 122 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 166 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN COULBOURN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6504619800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HAMILTON AVENUE SUITE 340 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PAUL KING | |||||||||
| DIRECTOR | 0.30 | 50.00 | Yes (X) | $0 | $2,465,484 | $78,112 | |||
| CYNTHIA BRANDT | |||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | $1,083,254 | $0 | $83,808 | Yes (X) | ||
| SUSAN FORD DORSEY | |||||||||
| CHAIR | 0.30 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PAUL KWAN | |||||||||
| VICE CHAIR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| C BRYAN CAMERON | |||||||||
| DIRECTOR (THRU 12/31) | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID K STEVENSON MD | |||||||||
| DIRECTOR (THRU 12/31) | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE TIDMARSH MD PHD | |||||||||
| DIRECTOR (THRU 12/31) | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HILARY VALENTINE | |||||||||
| DIRECTOR (THRU 12/31) | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN BOMZE | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF CHAMBERS | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA COLE | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN COSLET | |||||||||
| DIRECTOR | 0.30 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| KATE DACHS | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER DUDA MD | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH DUNLEVIE | |||||||||
| DIRECTOR | 0.30 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE DUNLEVIE | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL FISHER MD | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS GALLO | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CINDY GOLDBERG | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY B LEONARD MD | |||||||||
| DIRECTOR | 0.30 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LILLIE | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MOHAMAD MAKHZOUMI | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| YVONNE MALDONADO MD | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LLOYD MINOR MD | |||||||||
| DIRECTOR | 0.30 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER MUNZIG | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE ORR | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN P ORR | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE SANDBERG MD | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CELINA TENEV | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLOTTE WAXMAN | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH WEIL | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| YASSER Y EL-SAYED MD | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID GEORGE | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TONIA KARR | |||||||||
| DIRECTOR | 0.30 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE LEE | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NINA WANSTRATH | |||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN COULBOURN | |||||||||
| CFO | 40.00 | 0.00 | $497,985 | $0 | $65,822 | Yes (X) | |||
| JEFFREY SHILLING | |||||||||
| SVP, INDIVIDUAL GIVING | 40.00 | 0.00 | $473,655 | $0 | $112,608 | Yes (X) | |||
| ANDREW KAUFTEIL | |||||||||
| SVP STRATEGIC COMMUNICATIONS | 40.00 | 0.00 | $382,451 | $0 | $71,084 | Yes (X) | |||
| RACHEL OLINGER | |||||||||
| EXECUTIVE DIRECTOR CSHCN | 40.00 | 0.00 | $285,278 | $0 | $59,224 | Yes (X) | |||
| JAMES DEASY | |||||||||
| VP STRATEGY & INSTITUIONAL RELATIONS | 40.00 | 0.00 | $363,532 | $0 | $82,440 | Yes (X) | |||
| SARAH COLLINS | |||||||||
| VP PRINCIPAL GIFTS | 40.00 | 0.00 | $383,029 | $0 | $36,198 | Yes (X) | |||
| PORSCHE GORDON | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $360,390 | $0 | $26,610 | Yes (X) | |||
| PAYAL SHAH | |||||||||
| VP TRANSFORMATION GIFTS | 40.00 | 0.00 | $326,200 | $0 | $45,399 | Yes (X) | |||
| CAROLYN OTIS CATANZARO | |||||||||
| VP FUNDRAISING STRATEGY | 40.00 | 0.00 | $291,374 | $0 | $69,299 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,447,148 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,465,484 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $730,604 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 81 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ONE WORKPLACE L FERRARI LLC | |||||
| 2500 DE LA CRUZ BLVD | SANTA CLARA | CA | 95050 | CONSTRUCTION/CONSULTING | $1,538,101 |
| PARACHUTE TECHNOLOGY INC | |||||
| 2010 CROW CANYON PL STE 260 | SAN RAMON | CA | 94583 | CONSULTING/IT SERVICES | $526,007 |
| DAVINCI DIRECT INC | |||||
| 3 VILLAGE GREEN N 311 PMBB6 | PLYMOUTH | MA | 02360 | CONSULTING/MAILING/PRINTING | $439,202 |
| COMMUNITY COUNSELLING SERVICE | |||||
| 527 MADISON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | CONSULTING/TEMP AGENCY | $372,473 |
| ASPEN LEADERSHIP GROUP | |||||
| 1580 N LOGAN ST STE 660 PMB92385 | DENVER | CO | 80203 | CONSULTING/RECRUITING | $283,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $440 | FederatedCampaignsAmt |
| Fundraising | $671,056 | FundraisingAmt |
| Government Grants | $103,000 | GovernmentGrantsAmt |
| All Other Contributions | $75,704,971 | AllOtherContributionsAmt |
| Noncash Contributions | $4,488,024 | NoncashContributionsAmt |
| Total Contributions | $76,479,467 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEVELOPMENT FEES REIMB | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $36,763,408 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,763,408 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,763,408 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,012,111 | TotalRevenueColumnAmt |
| Exclusion | $1,012,111 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,909,900 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,879,783 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,117 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,117 | TotalRevenueColumnAmt |
| Exclusion | $30,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $187,545 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $671,056 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $486,620 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$299,075 | TotalRevenueColumnAmt |
| Exclusion | -$299,075 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,986,028 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,763,408 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $743,153 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,618,015 | TotalAmt |
| Program Services | $121,618,015 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,000 | TotalAmt |
| Program Services | $49,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,011,783 | TotalAmt |
| Program Services | $569,728 | ProgramServicesAmt |
| Management And General | $424,540 | ManagementAndGeneralAmt |
| Fundraising | $2,017,515 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,353 | TotalAmt |
| Fundraising | $55,353 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,113,190 | TotalAmt |
| Program Services | $897,755 | ProgramServicesAmt |
| Management And General | $2,243,840 | ManagementAndGeneralAmt |
| Fundraising | $16,971,595 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,602,596 | TotalAmt |
| Program Services | $82,027 | ProgramServicesAmt |
| Management And General | $179,591 | ManagementAndGeneralAmt |
| Fundraising | $1,340,978 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,250,312 | TotalAmt |
| Program Services | $127,671 | ProgramServicesAmt |
| Management And General | $493,376 | ManagementAndGeneralAmt |
| Fundraising | $1,629,265 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,408,758 | TotalAmt |
| Program Services | $82,127 | ProgramServicesAmt |
| Management And General | $158,295 | ManagementAndGeneralAmt |
| Fundraising | $1,168,336 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,111 | TotalAmt |
| Program Services | $8,392 | ProgramServicesAmt |
| Fundraising | $719 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,121 | TotalAmt |
| Management And General | $216,121 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,405 | TotalAmt |
| Fundraising | $55,405 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,551 | TotalAmt |
| Management And General | $284,551 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,254,693 | TotalAmt |
| Program Services | $700,153 | ProgramServicesAmt |
| Management And General | $984,329 | ManagementAndGeneralAmt |
| Fundraising | $2,570,211 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,889 | TotalAmt |
| Program Services | $31,416 | ProgramServicesAmt |
| Management And General | $1,029 | ManagementAndGeneralAmt |
| Fundraising | $270,444 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,379,861 | TotalAmt |
| Program Services | $25,487 | ProgramServicesAmt |
| Management And General | $507,966 | ManagementAndGeneralAmt |
| Fundraising | $846,408 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,991 | TotalAmt |
| Program Services | $13,743 | ProgramServicesAmt |
| Management And General | $533,209 | ManagementAndGeneralAmt |
| Fundraising | $2,039 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,160,184 | TotalAmt |
| Program Services | $107,113 | ProgramServicesAmt |
| Management And General | $264,705 | ManagementAndGeneralAmt |
| Fundraising | $1,788,366 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,948 | TotalAmt |
| Program Services | $27,372 | ProgramServicesAmt |
| Management And General | $28,739 | ManagementAndGeneralAmt |
| Fundraising | $161,837 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,847 | TotalAmt |
| Program Services | $5,981 | ProgramServicesAmt |
| Management And General | $106,051 | ManagementAndGeneralAmt |
| Fundraising | $95,815 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,365 | TotalAmt |
| Program Services | $5,457 | ProgramServicesAmt |
| Management And General | $13,485 | ManagementAndGeneralAmt |
| Fundraising | $725,423 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,011 | TotalAmt |
| Program Services | $2,745 | ProgramServicesAmt |
| Management And General | $150,867 | ManagementAndGeneralAmt |
| Fundraising | $33,399 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING | $434,178 | $1,230 | $2,897 | $430,051 |
| DONOR RELATIONS | $131,666 | $300 | $215 | $131,151 |
| PUBLICATIONS & SUBSCRIP | $130,985 | $14,946 | $1,195 | $114,844 |
| MEMBERSHIPS | $117,840 | $16,050 | $6,431 | $95,359 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,410 | TotalAmt |
| Program Services | $30,155 | ProgramServicesAmt |
| Management And General | $32,205 | ManagementAndGeneralAmt |
| Fundraising | $176,050 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,731,063 | TotalAmt |
| Program Services | $124,416,863 | ProgramServicesAmt |
| Management And General | $6,633,637 | ManagementAndGeneralAmt |
| Fundraising | $30,680,563 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,950 | BOYAmt |
| EOY | $51,363 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,060,664 | BOYAmt |
| EOY | $22,533,122 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,580,238 | BOYAmt |
| EOY | $141,643,895 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,037,917 | BOYAmt |
| EOY | $927,332 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,161 | BOYAmt |
| EOY | $1,118,336 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,450,094 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,600,575 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,801,775 | BOYAmt |
| EOY | $4,849,519 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,084,646 | BOYAmt |
| EOY | $25,023,357 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,255,730 | BOYAmt |
| EOY | $136,028,412 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,721,854 | BOYAmt |
| EOY | $10,315,774 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,420,935 | BOYAmt |
| EOY | $342,491,110 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,986,683 | BOYAmt |
| EOY | $5,553,224 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,371,697 | BOYAmt |
| EOY | $2,659,719 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,378,628 | BOYAmt |
| EOY | $6,594,437 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,280,200 | BOYAmt |
| EOY | $24,360,841 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,017,208 | BOYAmt |
| EOY | $39,168,221 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,137,212 | BOYAmt |
| EOY | $146,813,434 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,266,515 | BOYAmt |
| EOY | $156,509,455 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,403,727 | BOYAmt |
| EOY | $303,322,889 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,420,935 | BOYAmt |
| EOY | $342,491,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$47,745,035 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,980,817 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $683,380 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,001,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,133,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,991,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,198,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,479,467 | CurrentTaxYearAmt |
| Total | $606,804,323 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,001,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,133,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,991,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,198,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,479,467 | CurrentTaxYearAmt |
| Total | $606,804,323 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $182,903,861 | SubstantialContributorsTotAmt |
| Public Support Total170 | $423,900,462 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $497,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $286,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $383,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,154,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,012,111 | CurrentTaxYearAmt |
| Total | $3,332,919 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $4,688,376 | CurrentTaxYearMinus1YearAmt |
| Total | $4,688,376 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $614,825,618 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $142,251,048 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | REIMBURSEMENT FOR A CAPITAL EXPENDITURE - 2022 AMOUNT: $ 4,688,376. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,605,574 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $13,289,880 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,866,581 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,539,158 | OtherExpendituresAmt |
| Administrative Expenses | $420,159 | AdministrativeExpensesAmt |
| End Year Balance | $143,069,556 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,980,049 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,836,581 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,410,639 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,442,087 | OtherExpendituresAmt |
| Administrative Expenses | $358,330 | AdministrativeExpensesAmt |
| End Year Balance | $135,605,574 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $153,162,075 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$12,435,534 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,100,601 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,406,205 | OtherExpendituresAmt |
| Administrative Expenses | $239,686 | AdministrativeExpensesAmt |
| End Year Balance | $134,980,049 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,883,388 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $39,885,897 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,233,924 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,985,942 | OtherExpendituresAmt |
| Administrative Expenses | $387,344 | AdministrativeExpensesAmt |
| End Year Balance | $153,162,075 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,637,637 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,154,414 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,681,052 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,099,088 | OtherExpendituresAmt |
| Administrative Expenses | -$1,871,477 | AdministrativeExpensesAmt |
| End Year Balance | $118,883,388 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,109,895 | OtherCostOrOtherBasisAmt |
| Depreciation | $884,124 | DepreciationAmt |
| Book Value | $4,225,771 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,434,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,207,481 | DepreciationAmt |
| Book Value | $227,469 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $905,249 | OtherCostOrOtherBasisAmt |
| Depreciation | $508,970 | DepreciationAmt |
| Book Value | $396,279 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,849,519 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DEBT SECURITIES | $5,147,316 | F |
| FIXED INCOME FUNDS | $6,010,285 | F |
| HEDGE FUNDS | $21,918,595 | F |
| GLOBAL EQUITY FUNDS | $44,305,450 | F |
| STANFORD UNIVERSITY MERGED POOL | $8,558,869 | F |
| PRIVATE CAPITAL FUNDS | $36,659,948 | F |
| REAL ASSET FUNDS | $13,427,949 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $136,028,412 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS TO BE TRANSFERRED TO LPCH AND SOM | $5,415,900 |
| FUNDS TO BE TRANSFERRED TO OTHERS | $650,438 |
| PAYMENTS FOR TRUST BENEFICIARY | $7,424,881 |
| LEASE LIABILITY - REAL ESTATE | $10,869,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,360,841 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $127,694,465 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,980,817 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $683,380 | OtherRevenueAmt |
| Revenue Not Reported | $13,664,197 | RevenueNotReportedAmt |
| Revenue Subtotal | $114,030,268 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $284,551 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$328,791 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$44,240 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $113,986,028 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $161,775,303 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $486,620 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $486,620 | ExpensesNotReportedAmt |
| Expenses Subtotal | $161,288,683 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $284,551 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $157,829 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $442,380 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $161,731,063 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION USES ITS ENDOWMENT TO FUND ACTIVITIES TO SUPPORT ITS PROGRAMMATIC OBJECTIVES IN CHILDREN'S HEALTH AND RELATED ADMINISTRATIVE COSTS. PROGRAMMATIC OBJECTIVES INCLUDE ENHANCING THE SYSTEM OF CARE AND ADVANCING HEALTH EQUITY FOR CHILDREN WITH SPECIAL HEALTH CARE NEEDS AND THEIR FAMILIES. |
| PART X, LINE 2: | THE FOUNDATION FOLLOWS THE PROVISION OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX PROVISION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES THAT NO SUCH UNCERTAIN TAX POSITIONS EXIST REQUIRING ACCRUAL OR DISCLOSURE AS OF AUGUST 31, 2024 OR 2023. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF INVESTMENTS HELD IN TRUST 683,380. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONATED GIFTS IN KIND 157,829. FUNDRAISING EXPENSES -486,620. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 486,620. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONATED GIFTS IN KIND 157,829. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $29,427,319 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $1,318,351 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | FUNDRAISING REVENUES RECEIVED FROM DONORS IN THE REGION | |
| NORTH AMERICA | 0 | 0 | FUNDRAISING REVENUES RECEIVED FROM DONORS IN THE REGION | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | FUNDRAISING REVENUES RECEIVED FROM DONORS IN THE REGION | |
| SOUTH AMERICA | 0 | 0 | FUNDRAISING REVENUES RECEIVED FROM DONORS IN THE REGION | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | FUNDRAISING REVENUES RECEIVED FROM DONORS IN THE REGION | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | FUNDRAISING | $18,699 |
| MIDDLE EAST & NORTH AFRICA | 0 | 0 | FUNDRAISING | $47,032 |
| NORTH AMERICA | 0 | 0 | FUNDRAISING | $5,716 |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $49,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $30,764,369 | SubtotalSpentAmt |
| Continuation Spent | $101,748 | ContinuationSpentAmt |
| Total Spent | $30,866,117 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Purpose Of Grant | PRIORITIZATION OF COMPETENCIES THAT PEDIATRICIANS CARING FOR CMC NEED | PurposeOfGrantTxt |
| Cash Grant | $49,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON THEIR ABILITY TO SUPPORT THE FOUNDATION'S CHARITABLE PROGRAM OBJECTIVES, SPECIFICALLY IN RESPECT OF THE FOUNDATION'S WORK TO ENHANCE THE SYSTEM OF CARE FOR CHILDREN AND YOUTH WITH SPECIAL HEALTH CARE NEEDS AND THEIR FAMILIES. APPLICANT ORGANIZATIONS SUBMIT PROPOSALS BASED ON MUTUALLY AGREED UPON OBJECTIVES, MILESTONES AND DELIVERABLES. FOUNDATION PROGRAM STAFF ANALYZE THE APPLICANT'S EXPERTISE, PROJECT GOALS, AND COSTS BEFORE AWARDING A GRANT. GRANTS OVER $100,000 AND UP TO $500,000 MAY BE APPROVED BY THE CEO UPON REVIEW AND FORMAL RECOMMENDATION OF A MAJORITY OF THE MEMBERS OF THE PROGRAM COMMITTEE. GRANTS OVER $500,000 MUST BE APPROVED BY THE BOARD. |
| PART I, LINE 3: | THE ACCRUAL BASIS WAS USED TO ACCOUNT FOR EXPENDITURES. |
| SCHEDULE F, PART I | THE FOUNDATION'S DISCLOSURE IN PART 1, LINE 3 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 ALLOCATED 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVINCI DIRECT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 VILLAGE GREEN N 311 PMBB6 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CREATIVE DIRECTION IN PLANNING DIRECT MAIL PROGRAM | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $55,405 | RetainedByContractorAmt |
| Net To Organization | -$55,405 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $55,405 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$55,405 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LUNCH AND LEARN | Event1Nm |
| Gross Receipts Event1 | $284,127 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $237,886 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $46,241 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,750 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $32,022 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $23,360 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $68,461 | OtherDirectExpensesEvent1Amt |
| Event2 | SUMMER SCAMPER | Event2Nm |
| Gross Receipts Event2 | $574,474 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $433,170 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $141,304 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $27,095 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $40,973 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $11,920 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $274,039 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $858,601 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $671,056 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $187,545 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $27,095 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $49,723 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $43,942 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $23,360 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $342,500 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $486,620 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$299,075 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| FAMILY VOICES OF CALIFORNIA | ||||||||
| 561 VIRGINIA RD SUITE 300 | CONCORD | MA | 01742 | 850430800 | 501C(3) | $49,638 | $0 | PROJECT LEADERSHIP CONTINUATION GRANT |
| FAMILY VOICES OF CALIFORNIA | ||||||||
| 561 VIRGINIA RD SUITE 300 | CONCORD | MA | 01742 | 850430800 | 501C(3) | $49,795 | $0 | PROJECT LEADERSHIP PLANNING GRANT |
| CHILDREN'S REGIONAL INTEGRATED SERVICE SYSTEM (CRISS) | ||||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | 770003859 | 501C(3) | $50,000 | $0 | ENHANCED CARE MANAGEMENT AND CCS CHILDREN AND YOUTH: CONTINUED MONITORING OF ECM IMPLEMENTATION |
| INSTITUTE FOR PATIENT AND FAMILY CENTERED CARE | ||||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | 770003859 | 501C(3) | $249,858 | $0 | ADVANCING EQUITY IN CHILDREN'S HOSPITAL PFACS: RESOURCES AND LEARNING COMMUNITY |
| NATIONAL OPINION RESEARCH CENTER AT THE UNIVERSITY OF CHICAGO | ||||||||
| 55 E MONROE ST 30TH FLOOR | CHICAGO | IL | 60603 | 362167808 | 501C(3) | $382,405 | $0 | A NATIONAL STUDY ON THE ORAL HEALTH AND DENTAL CARE NEEDS AND EXPERIENCES OF CHILDREN WITH SPECIAL HEALTH CARE NEEDS |
| STANFORD UNIVERSITY SOM | ||||||||
| 485 BROADWAY ST | REDWOOD CITY | CA | 94063 | 941156365 | 501C(3) | $192,950 | $0 | OPTIMIZING LANGUAGE CONCORDANT MEDICAL DEVICE EDUCATION FOR CHILDREN WITH MEDICAL COMPLEXITY |
| BOSTON UNIVERSITY | ||||||||
| 715 ALBANY ST | BOSTON | MA | 02218 | 042103547 | 501C(3) | $50,000 | $0 | THE NEXT FRONTIER IN CARE THAT MATTERS: IMPROVING QUALITY OF LIFE AND WELL-BEING FOR CMC & THEIR FAMILIES |
| CHILDREN NOW | ||||||||
| 1404 FRANKLIN ST SUITE 700 | OAKLAND | CA | 94708 | 943059243 | 501C(3) | $50,000 | $0 | EARLY IMPLEMENTATION OF ENHANCED CARE MANAGEMENT BENEFIT FOR CHILDREN YOUTH |
| HEALTH LEADS INC | ||||||||
| PO BOX 961630 | BOSTON | MA | 02196 | 450484533 | 501C(3) | $50,000 | $0 | CAREGIVER COALITION (FOR CHILDREN WITH SPECIAL HEALTHCARE NEEDS) |
| CENTER FOR HEALTH POLICY DEVELOPMENT (NASHP) | ||||||||
| TWO MONUMENT SQUARE | PORTLAND | OR | 04101 | 521576801 | 501C(3) | $350,000 | $0 | SUPPORTING STATE INNOVATIONS FOR SYSTEMS OF CARE FOR CYSHCN |
| BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM | ||||||||
| 21 N PARK ST SUITE 6301 | MADISON | WI | 53715 | 396006492 | 501C(3) | $178,947 | $0 | FAMILY-LED ACADEMIC GRAND (FLAG) ROUNDS FOR PEDIATRICS |
| THE NATIONAL ALLIANCE TO ADVANCE ADOLESCENT HEALTH | ||||||||
| 5335 WISCONSIN AVE NW 440 | WASHINGTON | DC | 20015 | 204145524 | 501C(3) | $500,000 | $0 | GOT TRANSITION SUSTAINABILITY PLAN |
| UNIVERSITY OF UTAH DEPARTMENT OF PEDIATRICS | ||||||||
| 201 S PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | 876000525 | 501C(3) | $338,520 | $0 | DEVELOPMENT AND VALIDATION OF NOVEL MEASURE OF ABLEISM IN PEDIATRIC HEALTHCARE |
| FAMILY VOICES OF CALIFORNIA | ||||||||
| 561 VIRGINIA RD SUITE 300 | CONCORD | MA | 01742 | 850430800 | 501C(3) | $300,000 | $0 | PROJECT LEADERSHIP PHASE VII: FROM ACTIVATION TO IMPACT-ENGAGING FAMILIES FOR HEALTHCARE SYSTEMS IMPROVEMENT |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 733 N BROADWAY SUITE 117 | BALTIMORE | MD | 21205 | 520595110 | 501C(3) | $298,365 | $0 | OPTIMIZING THE HOME ENVIRONMENT FOR CHILDREN WITH DISABILITIES: UNDERSTANDING POLICIES AND PLANNING FOR THE FUTURE. |
| DUKE UNIVERSITY | ||||||||
| 2301 ERWIN RD | DURHAM | NC | 27710 | 560532129 | 501C(3) | $98,704 | $0 | IDENTIFYING THE STRENGTHS AND NEEDS OF BLACK CAREGIVERS OF CHILDREN WITH MEDICAL COMPLEXITY |
| NATIONAL HEALTH LAW PROGRAM INC | ||||||||
| 3701 WILSHIRE BLVD SUITE 750 | LOS ANGELES | CA | 90010 | 953080947 | 501C(3) | $50,000 | $0 | IMPROVING THE CALIFORNIA CHILDREN'S SERVICES PROGRAM |
| THE CHILDREN'S PARTNERSHIP | ||||||||
| 700 S FLOWER ST SUITE 1000 | LOS ANGELES | CA | 90017 | 464106389 | 501C(3) | $50,000 | $0 | PROTECTING CHILD WELL-BEING DURING THE PHE UNWINDING |
| LUCILE PACKARD CHILDREN'S HOSPITAL | ||||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | 770003859 | 501C(3) | $54,759,199 | $0 | CHILDREN'S HEALTH |
| BOARD OF TRUSTEES OF LELAND STANFORD UNIVERSITY | ||||||||
| 485 BROADWAY ST | REDWOOD CITY | CA | 94063 | 941156365 | 501C(3) | $63,708,505 | $0 | CHILDREN'S HEALTH |
| LUCILE PACKARD CHILDREN'S HOSPITAL | ||||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | 770003859 | 501C(3) | $44,853 | $0 | CHILDREN'S HEALTH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON THEIR ABILITY TO SUPPORT THE FOUNDATION'S CHARITABLE PROGRAM OBJECTIVES, SPECIFICALLY IN RESPECT OF THE FOUNDATION'S WORK TO ENHANCE THE SYSTEM OF CARE FOR CHILDREN AND YOUTH WITH SPECIAL HEALTH CARE NEEDS AND THEIR FAMILIES. APPLICANT ORGANIZATIONS SUBMIT PROPOSALS BASED ON MUTUALLY AGREED UPON OBJECTIVES, MILESTONES AND DELIVERABLES. FOUNDATION PROGRAM STAFF ANALYZE THE APPLICANT'S EXPERTISE, PROJECT GOALS, AND COSTS BEFORE AWARDING A GRANT. GRANTS OVER $100,000 AND UP TO $500,000 MAY BE APPROVED BY THE CEO UPON REVIEW AND FORMAL RECOMMENDATION OF A MAJORITY OF THE MEMBERS OF THE PROGRAM COMMITTEE. GRANTS OVER $500,000 MUST BE APPROVED BY THE BOARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL KING | ||||||||||||||
| DIRECTOR | $0 | $1,467,967 | $0 | $632,969 | $0 | $364,548 | $0 | $55,500 | $0 | $22,612 | $0 | $2,543,596 | $0 | $0 |
| CYNTHIA BRANDT | ||||||||||||||
| PRESIDENT & CEO | $727,197 | $0 | $213,535 | $0 | $142,522 | $0 | $68,235 | $0 | $15,573 | $0 | $1,167,062 | $0 | $14,508 | $0 |
| JEFFREY SHILLING | ||||||||||||||
| SVP, INDIVIDUAL GIVING | $400,900 | $0 | $70,158 | $0 | $2,597 | $0 | $57,054 | $0 | $55,554 | $0 | $586,263 | $0 | $0 | $0 |
| KATHRYN COULBOURN | ||||||||||||||
| CFO | $387,289 | $0 | $85,555 | $0 | $25,141 | $0 | $33,000 | $0 | $32,822 | $0 | $563,807 | $0 | $0 | $0 |
| ANDREW KAUFTEIL | ||||||||||||||
| SVP STRATEGIC COMMUNICATIONS | $312,848 | $0 | $69,063 | $0 | $540 | $0 | $51,433 | $0 | $19,651 | $0 | $453,535 | $0 | $0 | $0 |
| JAMES DEASY | ||||||||||||||
| VP STRATEGY & INSTITUIONAL RELATIONS | $307,000 | $0 | $41,569 | $0 | $14,963 | $0 | $51,000 | $0 | $31,440 | $0 | $445,972 | $0 | $0 | $0 |
| SARAH COLLINS | ||||||||||||||
| VP PRINCIPAL GIFTS | $323,758 | $0 | $44,293 | $0 | $14,978 | $0 | $33,000 | $0 | $3,198 | $0 | $419,227 | $0 | $0 | $0 |
| PORSCHE GORDON | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $136,750 | $0 | $5,000 | $0 | $218,640 | $0 | $12,542 | $0 | $14,068 | $0 | $387,000 | $0 | $0 | $0 |
| PAYAL SHAH | ||||||||||||||
| VP TRANSFORMATION GIFTS | $293,253 | $0 | $32,407 | $0 | $540 | $0 | $32,561 | $0 | $12,838 | $0 | $371,599 | $0 | $0 | $0 |
| CAROLYN OTIS CATANZARO | ||||||||||||||
| VP FUNDRAISING STRATEGY | $275,244 | $0 | $14,002 | $0 | $2,128 | $0 | $23,298 | $0 | $46,001 | $0 | $360,673 | $0 | $0 | $0 |
| RACHEL OLINGER | ||||||||||||||
| EXECUTIVE DIRECTOR CSHCN | $263,678 | $0 | $20,790 | $0 | $810 | $0 | $28,447 | $0 | $30,777 | $0 | $344,502 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | CYNTHIA BRANDT RECEIVES A HOUSING ALLOWANCE THAT IS TREATED AS TAXABLE COMPENSATION. |
| PART I, LINES 4A-B | LINE 4A: THE FOUNDATION MADE A SEVERANCE PAYMENT TO ONE EMPLOYEE IN THE AMOUNT OF $211,180. THE SEVERANCE AGREEMENT INCLUDED A STANDARD RELEASE OF LIABILITY. LINE 4B: THE FOUNDATION OFFERS A 457(F) PLAN FOR SELECT MEMBERS OF EXECUTIVE MANAGEMENT. DURING THE CALENDAR YEAR 2023, THE CEO, CFO, SVP INDIVIDUAL GIVING, SVP STRATEGIC COMMUNICATIONS AND VP STRATEGY & INSTITUTIONAL RELATIONS WERE ELIGIBLE FOR EMPLOYER CONTRIBUTIONS TO THE PLAN. THE AMOUNTS CONTRIBUTED TO THE PLAN BUT NOT PAID WERE CYNTHIA BRANDT: $35,234, ANDREW KAUFTEIL: $18,433 JEFF SHILLING: $24,054, AND JAMES DEASY: $18,000. KATHRYN COULBOURN RECEIVED A DISTRIBUTION OF $22,819 FROM THE PLAN. CYNTHIA BRANDT VESTED IN THE PLAN AND RECEIVED A DISTRIBUTION OF $14,508 FROM THE PLAN. |
| PART I, LINE 7 | THE CEO, CFO, SVP STRATEGIC COMMUNICATIONS AND SVP INDIVIDUAL GIVING RECEIVE AN INCENTIVE COMPENSATION PAYMENT EQUAL TO A PERCENTAGE OF TOTAL BASE COMPENSATION. THE PERCENTAGE IS DETERMINED BASED ON THE ACHIEVEMENT OF SPECIFIC GOALS BUT IS LIMITED TO ENSURE THAT TOTAL COMPENSATION REMAINS WITHIN THE FOUNDATION'S POLICY RANGE OF THE 75TH TO 90TH PERCENTILE OF COMPENSATION AS PER SPECIFIC COMPENSATION SURVEYS. THE PERCENTAGE MAY VARY YEAR TO YEAR AS A RESULT OF THIS PROCESS. INCENTIVE COMPENSATION FOR THE CEO IS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE. THE INCENTIVE COMPENSATION FOR THE CFO, SVP STRATEGIC COMMUNICATIONS AND SVP INDIVIDUAL GIVING IS PROPOSED BY THE CEO AND APPROVED BY THE COMPENSATION COMMITTEE. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 78 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,330,195 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 1 | $156,000 | FAIR MARKET VALUE |
| Yes (X) | GIFT CARDS | 14 | $1,829 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS WAS DETERMINED BASED ON THE NUMBER OF ITEMS (OTHER) OR CONTRIBUTIONS RECEIVED (PUBLICLY TRADED STOCK). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | VOLUNTEERS INCLUDE THE FOUNDATION'S BOARD OF DIRECTORS AS WELL AS VOLUNTEERS WHO SUPPORT VARIOUS FOUNDATION FUNDRAISING EVENTS. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO TRANSACT ALL REGULAR BUSINESS OF THE BOARD BETWEEN BOARD MEETINGS WITH THE EXCEPTION OF CERTAIN SPECIFIC POWERS, AS SPECIFIED IN THE BYLAWS. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE CHAIR OF THE BOARD, THE VICE CHAIR OF THE BOARD, THE PRESIDENT/CEO OF THE FOUNDATION, THE CHAIRS OF ALL OTHER STANDING COMMITTEES, THE DEAN OF THE STANFORD UNIVERSITY SCHOOL OF MEDICINE, AND THE PRESIDENT OF THE CHILDREN'S HOSPITAL AT STANFORD. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | JONATHAN COSLET, ELIZABETH DUNLEVIE, SUSAN FORD DORSEY, TONIA KARR, MARY B. LEONARD, LLOYD MINOR AND PAUL KING HAVE A BUSINESS RELATIONSHIP. KATHERINE ORR AND SUSAN ORR HAVE A FAMILY RELATIONSHIP. ELIZABETH DUNLEVIE AND JANE DUNLEVIE HAVE A FAMILY RELATIONSHIP. KATE DACHS AND PETER MUNZIG HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD IS THE SOLE MEMBER OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD HAS THE POWER TO APPOINT THE BOARD OF DIRECTORS OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD (LPCH) IS THE SOLE MEMBER OF THE FOUNDATION. LPCH HAS THE POWER TO APPOINT THE BOARD OF DIRECTORS OF THE FOUNDATION. LPCH MUST APPROVE ANY REVISIONS TO THE FOUNDATION'S BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT MAKES THE REDACTED FORM 990 AVAILABLE TO THE FULL BOARD AND ANY NON-DIRECTOR MEMBERS OF THE AUDIT COMMITTEE PRIOR TO THE AUDIT COMMITTEE MEETING AT WHICH THE FORM WILL BE REVIEWED. THE BOARD AND AUDIT COMMITTEE ARE ASKED TO PROVIDE FEEDBACK AND/OR QUESTIONS FOR DISCUSSION AT THE AUDIT COMMITTEE MEETING. UPON REVIEW OF THE FORM 990 AND AFTER ALL FEEDBACK AND QUESTIONS HAVE BEEN ADDRESSED, THE AUDIT COMMITTEE WILL VOTE WHETHER TO APPROVE A RECOMMENDATION TO THE FULL BOARD TO APPROVE THE FORM 990. THE FORM 990 IS THEN PRESENTED TO THE FULL BOARD FOR THE FINAL APPROVAL PRIOR TO FILING. |
| 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 ARISE DURING DISCUSSIONS OF THE BOARD, BOARD COMMITTEES, OR STAFF. KEY PERSONS WITH CONFLICTS ARE REQUIRED TO RECUSE THEMSELVES FROM RELATED DISCUSSIONS AND DECISIONS. THE FOUNDATION'S CEO IS 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 SALARIES FOR THE CEO, CFO, AND SVPS. THE COMMITTEE ALSO REVIEWS AND DISCUSSES SALARIES FOR KEY EMPLOYEES. THE COMMITTEE ENGAGES AN INDEPENDENT THIRD PARTY COMPENSATION CONSULTANT TO ATTEND ITS ANNUAL MEETING. IN DETERMINING COMPENSATION LEVELS, THE FOUNDATION'S CONSULTANTS FREDERICK W. COOK & CO., INC. USE WOODMARK SURVEY DATA AND THEIR OWN DETAILED MARKET ANALYSIS. KEY DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE DOCUMENTED IN MEETING MINUTES WHICH ARE APPROVED AT THE NEXT COMMITTEE MEETING. THE LAST COMPENSATION REVIEW WAS DONE ON OCTOBER 2, 2024. |
| 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. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INVESTMENTS HELD IN TRUST 683,380. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 WELCH ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770003859 | EIN |
| Primary Activities | HEALTHCARE/HOSPITAL | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 3 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (11) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |