LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH (EIN 77-0440090)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-03
- IRS object ID
- 201801849349301110
- Schema version
- 2016v3.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-03T14:38:18-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | 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 1700 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | 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 | 6504978365 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HAMILTON AVENUE NO 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 | 6504978365 | PhoneNum |
| Signature | 2018-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN J OKIMOTO | PreparerPersonNm |
| PTIN | P00746598 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2018-06-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID ALEXANDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HAMILTON AVENUE NO 340 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $198,566,590 | 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 WORKS IN ALIGNMENT WITH LUCILE PACKARD CHILDREN'S HOSPITAL STANFORD AND THE CHILD HEALTH PROGRAMS OF STANFORD UNIVERSITY.OUR MISSION IS TO ELEVATE THE PRIORITY OF CHILDREN'S HEALTH AND INCREASE THE QUALITY AND ACCESSIBILITY OF CHILDREN'S HEALTH CARE THROUGH LEADERSHIP AND DIRECT INVESTMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 100 | TotalEmployeeCnt |
| Total Volunteers | 496 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $56,557 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $147,489,092 | PYContributionsGrantsAmt |
| CY Contributions Grants | $152,037,714 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,950,754 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,368,869 | CYProgramServiceRevenueAmt |
| PY Investment Income | $317,682 | PYInvestmentIncomeAmt |
| CY Investment Income | $730,275 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$89,431 | PYOtherRevenueAmt |
| CY Other Revenue | -$989,892 | CYOtherRevenueAmt |
| PY Total Revenue | $158,668,097 | PYTotalRevenueAmt |
| CY Total Revenue | $169,146,966 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $150,331,099 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $125,292,421 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,746,669 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,962,236 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $96,709 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,813,554 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,301,438 | PYOtherExpensesAmt |
| CY Other Expenses | $6,272,815 | CYOtherExpensesAmt |
| PY Total Expenses | $163,379,206 | PYTotalExpensesAmt |
| CY Total Expenses | $145,624,181 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,711,109 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,522,785 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $277,916,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $311,981,176 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $158,392,800 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,489,990 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $119,523,506 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $293,491,186 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH WORKS IN ALIGNMENT WITH LUCILE PACKARD CHILDREN'S HOSPITAL STANFORD AND THE CHILD HEALTH PROGRAMS OF STANFORD UNIVERSITY.OUR MISSION IS TO ELEVATE THE PRIORITY OF CHILDREN'S HEALTH AND INCREASE THE QUALITY AND ACCESSIBILITY OF CHILDREN'S HEALTH CARE THROUGH LEADERSHIP AND DIRECT INVESTMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,353,909 | ExpenseAmt |
| Grant | $2,353,909 | GrantAmt |
| Desc | CHILD HEALTH RESEARCH GRANTS: THE FOUNDATION PROVIDES GRANTS TO THE PEDIATRIC PROGRAMS AT THE STANFORD SCHOOL OF MEDICINE AND THE LUCILE PACKARD CHILDREN'S HOSPITAL TO FUND CLINICAL PROGRAMS, RESEARCH, EDUCATION, AND TRAINING. THE GRANTS ARE FUNDED BY A GRANT RECEIVED FROM THE DAVID AND LUCILE PACKARD FOUNDATION BETWEEN 2000 AND 2004. THE FOUNDATION OVERSEES THE DISBURSEMENT OF THE PACKARD FOUNDATION GRANT FUNDS THROUGH INDEPENDENT REVIEW OF THE RESEARCH PROGRAMS. ANY FOUNDATION OVERSIGHT EXPENSES ARE PAID FOR BY THE INVESTMENT EARNINGS ON THE ORIGINAL GRANT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $121,717,704 | ExpenseAmt |
| Grant | $121,717,704 | GrantAmt |
| Revenue | $17,368,869 | RevenueAmt |
| Desc | DEVELOPMENT: THE FOUNDATION RAISES MONEY TO SUPPORT THE LUCILE PACKARD CHILDREN'S HOSPITAL AND THE PEDIATRIC AND OBSTETRIC 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 COMPLETED ITS LAST CAMPAIGN AT THE END OF 2012, RAISING A TOTAL OF $548M AGAINST A CAMPAIGN GOAL OF $500M. THE FOUNDATION IS CURRENTLY WORKING WITH THE HOSPITAL AND SCHOOL OF MEDICINE TO ESTABLISH STRATEGIC PRIORITIES WHICH WILL FRAME THE NEXT CAMPAIGN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,163,366 | ExpenseAmt |
| Grant | $1,220,808 | GrantAmt |
| Desc | FOUNDATION PROGRAMS: THROUGH ITS PROGRAMS AND PARTNERSHIPS WORK, THE FOUNDATION SEEKS TO BUILD AWARENESS ABOUT ISSUES AFFECTING CHILDREN'S HEALTH AND INVESTS IN PROGRAMS TO ENHANCE THE SYSTEM OF CARE FOR CHILDREN WITH SPECIAL HEALTH CARE NEEDS AND THEIR FAMILIES. DURING THE FISCAL YEAR ENDED AUGUST 31, 2017, THE FOUNDATION INVESTED APPROXIMATELY $4.2 MILLION IN THIS AREA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $128,234,979 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 86 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 100 | 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 | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | Yes (1) | 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 | CT | 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 | 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 | 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 | 6504978365 | 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 (39 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KIRK BOSTROM | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY BRACKNEY | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| C BRYAN CAMERON | ||||||||||
| TREASURER | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ELAINE CHAMBERS | ||||||||||
| CHAIR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JEFF CHAMBERS | ||||||||||
| DIRECTOR | 0.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER DAWES | ||||||||||
| DIRECTOR | 0.30 | 40.00 | Yes (X) | $0 | $1,367,557 | $373,771 | ||||
| KEN GOLDMAN | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNA HENDERSON | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MANUEL HENRIQUEZ | ||||||||||
| VICE-CHAIR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LAURIE KRAUS LACOB | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID LEE | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY B LEONARD MD | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL T LONGAKER MD | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LLOYD MINOR MD | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE MULLANEY | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ORR | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN P ORR | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MINDY ROGERS | ||||||||||
| SECRETARY | 0.30 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MICHELLE SANDBERG MD | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BILL C SONNEBORN | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID K STEVENSON MD | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATT WILSEY | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ALEXANDER MD | ||||||||||
| PRESIDENT & CEO | 40.00 | 0.30 | Yes (X) | $955,299 | $0 | $53,504 | Yes (X) | |||
| J TAYLOR CRANDALL | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY DILLABOUGH | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEITH FOX | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN KRIEWALL | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE PHIPPS | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS SCHAEPE | ||||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHRYN COULBOURN | ||||||||||
| CFO | 32.00 | 0.00 | $236,833 | $0 | $55,388 | Yes (X) | ||||
| BRIAN PERRONNE | ||||||||||
| SR. VP DEVELOPEMENT & ADMIN | 40.00 | 0.00 | $467,966 | $0 | $77,272 | Yes (X) | ||||
| DONNA RICHARDSON | ||||||||||
| SR. VP MAJOR & PRINCIPAL GIFTS | 40.00 | 0.00 | $454,618 | $0 | $36,430 | Yes (X) | ||||
| EDWARD SCHOR | ||||||||||
| SR. VP/DIRECTOR PROGRAMS & PRTNSHIP | 40.00 | 0.00 | $341,098 | $0 | $53,504 | Yes (X) | ||||
| GREG MUNIZ | ||||||||||
| DIRECTOR, PRINCIPAL GIFTS | 40.00 | 0.00 | $223,167 | $0 | $46,795 | Yes (X) | ||||
| JEAN GORMAN | ||||||||||
| DIRECTOR, GIFT PLANNING | 40.00 | 0.00 | $216,946 | $0 | $31,113 | Yes (X) | ||||
| JAMES DEASY | ||||||||||
| DIRECTOR, MAJOR GIFTS | 40.00 | 0.00 | $197,308 | $0 | $47,130 | Yes (X) | ||||
| ANDREW COPE | ||||||||||
| DIRECTOR OF MAJOR GIFTS | 40.00 | 0.00 | $197,280 | $0 | $44,286 | Yes (X) | ||||
| ANN ROSE | ||||||||||
| SENIOR DIRECTOR FOUNDATIONS | 40.00 | 0.00 | $189,401 | $0 | $40,233 | Yes (X) | ||||
| EILEEN WALSH | ||||||||||
| DIRECTOR, PROGRAMS & PARTNERSHIPS | 40.00 | 0.00 | $120,530 | $0 | $21,419 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,600,446 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,367,557 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $880,845 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 36 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| PATSONS PRESS INC | |||||
| 970 STEWART DRIVE | SUNNYVALE | CA | 94085 | PRINTING/CONSULTING | $349,638 |
| SCHULTZ & WILLIAMS INC | |||||
| 1 PENN CTR 1617 JFK BLVD 1700 | PHILADELPHIA | PA | 19103 | PRINTING/CONSULTING | $334,718 |
| POPULATION REF BUREAU | |||||
| 1875 CONNECTICUT AVE NW 520 | WASHINGTON | DC | 200095728 | DATA COLLECTION FOR WEBSITE | $226,748 |
| INTL CREATIVE MGMT PARTNERS LLC | |||||
| 10250 CONSTELLATION BLVD | LOS ANGELES | CA | 90067 | TALENT AND LITERARY AGENCY | $210,000 |
| KPMG LLP | |||||
| PO BOX 120922 DEPT 0922 | DALLAS | TX | 753120922 | AUDIT/CONSULTING | $205,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $2,306 | FederatedCampaignsAmt |
| Fundraising | $3,248,768 | FundraisingAmt |
| All Other Contributions | $148,786,640 | AllOtherContributionsAmt |
| Noncash Contributions | $1,092,987 | NoncashContributionsAmt |
| Total Contributions | $152,037,714 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEVELOPMENT FEES REIMB | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $17,368,869 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,368,869 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,368,869 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $533,741 | TotalRevenueColumnAmt |
| Exclusion | $533,741 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,411,504 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,214,970 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $196,534 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $196,534 | TotalRevenueColumnAmt |
| Exclusion | $196,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $196,457 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,248,768 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,199,469 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,003,012 | TotalRevenueColumnAmt |
| Exclusion | -$1,003,012 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $18,305 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $5,185 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,120 | TotalRevenueColumnAmt |
| Exclusion | $13,120 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,146,966 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,368,869 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$259,617 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,292,421 | TotalAmt |
| Program Services | $125,292,421 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,840,981 | TotalAmt |
| Program Services | $658,209 | ProgramServicesAmt |
| Management And General | $439,025 | ManagementAndGeneralAmt |
| Fundraising | $1,743,747 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,786,104 | TotalAmt |
| Program Services | $768,847 | ProgramServicesAmt |
| Management And General | $780,969 | ManagementAndGeneralAmt |
| Fundraising | $7,236,288 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,168 | TotalAmt |
| Program Services | $49,838 | ProgramServicesAmt |
| Management And General | $76,961 | ManagementAndGeneralAmt |
| Fundraising | $546,369 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $986,572 | TotalAmt |
| Program Services | $6,217 | ProgramServicesAmt |
| Management And General | $258,256 | ManagementAndGeneralAmt |
| Fundraising | $722,099 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,411 | TotalAmt |
| Program Services | $77,494 | ProgramServicesAmt |
| Management And General | $68,490 | ManagementAndGeneralAmt |
| Fundraising | $529,427 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,429 | TotalAmt |
| Management And General | $2,844 | ManagementAndGeneralAmt |
| Fundraising | $34,585 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,257 | TotalAmt |
| Management And General | $151,257 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,709 | TotalAmt |
| Fundraising | $96,709 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,011 | TotalAmt |
| Management And General | $222,011 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,178,274 | TotalAmt |
| Program Services | $113,437 | ProgramServicesAmt |
| Management And General | $129,044 | ManagementAndGeneralAmt |
| Fundraising | $935,793 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,777 | TotalAmt |
| Program Services | $22,339 | ProgramServicesAmt |
| Fundraising | $232,438 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,972 | TotalAmt |
| Program Services | $20,921 | ProgramServicesAmt |
| Management And General | $70,598 | ManagementAndGeneralAmt |
| Fundraising | $483,453 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,668 | TotalAmt |
| Program Services | $174,687 | ProgramServicesAmt |
| Management And General | $111,128 | ManagementAndGeneralAmt |
| Fundraising | $286,853 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,293,563 | TotalAmt |
| Program Services | $134,844 | ProgramServicesAmt |
| Management And General | $129,233 | ManagementAndGeneralAmt |
| Fundraising | $1,029,486 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,385 | TotalAmt |
| Program Services | $28,883 | ProgramServicesAmt |
| Management And General | $7,872 | ManagementAndGeneralAmt |
| Fundraising | $111,630 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,533 | TotalAmt |
| Program Services | $13,444 | ProgramServicesAmt |
| Management And General | $40,151 | ManagementAndGeneralAmt |
| Fundraising | $50,938 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,326 | TotalAmt |
| Program Services | $78,525 | ProgramServicesAmt |
| Management And General | $13,827 | ManagementAndGeneralAmt |
| Fundraising | $127,974 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,354 | TotalAmt |
| Program Services | $7,375 | ProgramServicesAmt |
| Management And General | $37,102 | ManagementAndGeneralAmt |
| Fundraising | $37,877 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM CONTRACTS | $773,198 | $773,198 | ||
| PRINTING | $479,447 | $4,484 | $182 | $474,781 |
| MEMBERSHIPS | $67,220 | $6,708 | $3,169 | $57,343 |
| MEALS | $33,945 | $1,553 | $952 | $31,440 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,456 | TotalAmt |
| Program Services | $1,555 | ProgramServicesAmt |
| Management And General | $32,577 | ManagementAndGeneralAmt |
| Fundraising | $44,324 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,624,181 | TotalAmt |
| Program Services | $128,234,979 | ProgramServicesAmt |
| Management And General | $2,575,648 | ManagementAndGeneralAmt |
| Fundraising | $14,813,554 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,633 | BOYAmt |
| EOY | $197,490 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,148,808 | BOYAmt |
| EOY | $11,569,493 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,187,959 | BOYAmt |
| EOY | $162,325,393 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,288 | BOYAmt |
| EOY | $577,473 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,000 | BOYAmt |
| EOY | $600,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,027 | BOYAmt |
| EOY | $550,582 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,147,835 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,644,649 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,329 | BOYAmt |
| EOY | $503,186 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,255,856 | BOYAmt |
| EOY | $31,150,154 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,037,493 | BOYAmt |
| EOY | $104,379,341 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,913 | BOYAmt |
| EOY | $128,064 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,916,306 | BOYAmt |
| EOY | $311,981,176 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,708,217 | BOYAmt |
| EOY | $2,756,356 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $908,024 | BOYAmt |
| EOY | $1,131,087 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,059,786 | BOYAmt |
| EOY | $6,632,110 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,716,773 | BOYAmt |
| EOY | $7,970,437 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,392,800 | BOYAmt |
| EOY | $18,489,990 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,793,722 | BOYAmt |
| EOY | $116,872,470 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,729,784 | BOYAmt |
| EOY | $176,618,716 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,523,506 | BOYAmt |
| EOY | $293,491,186 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,916,306 | BOYAmt |
| EOY | $311,981,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $23,522,785 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,429,709 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $139,015,187 | 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 | $66,087,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,425,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,531,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,489,092 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,037,713 | CurrentTaxYearAmt |
| Total | $594,571,352 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,087,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,425,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,531,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,489,092 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,037,713 | CurrentTaxYearAmt |
| Total | $594,571,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $252,317,164 | SubstantialContributorsTotAmt |
| Public Support Total170 | $342,254,188 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,473,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,090,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $877,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $310,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $533,741 | CurrentTaxYearAmt |
| Total | $5,286,800 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,400 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,400 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $599,859,552 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $68,578,235 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55710 | 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: SUPPORT SCHEDULE | FormAndLineReferenceDesc |
| Explanation | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH CHANGED ITS FISCAL YEAR END FROM DECEMBER 31 TO AUGUST 31 DURING 2016. AS A RESULT, A SHORT PERIOD TAX RETURN WAS FILED TO CAPTURE EIGHT MONTHS OF ACTIVITY FROM JANUARY 1, 2016 - AUGUST 31, 2016. THE IRS REQUIRES THAT THE YEARS DISPLAYED IN PART II, COLUMNS (A) - (E) REFLECT SHORT YEAR RETURNS THAT WERE FILED. THE CORRECT YEARS ARE AS FOLLOWS: COLUMN (A) 2012 - CALENDAR YEAR 2013 COLUMN (B) 2013 - CALENDAR YEAR 2014 COLUMN (C) 2014 - CALENDAR YEAR 2015 COLUMN (D) 2015 - SHORT YEAR JANUARY 1, 2016 - AUGUST 31, 2016 COLUMN (E) 2016 - FISCAL YEAR SEPTEMBER 1, 2016 - AUGUST 31, 2017 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $146,732,126 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $146,732,126 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,452,618 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,767,062 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,207,106 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,701,992 | OtherExpendituresAmt |
| Administrative Expenses | $899,051 | AdministrativeExpensesAmt |
| End Year Balance | $113,411,531 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $111,085,968 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,037,607 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $807,259 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,097,675 | OtherExpendituresAmt |
| Administrative Expenses | $766,023 | AdministrativeExpensesAmt |
| End Year Balance | $112,452,618 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,338,431 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $138,310 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,291,038 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,615,555 | OtherExpendituresAmt |
| Administrative Expenses | $1,484,180 | AdministrativeExpensesAmt |
| End Year Balance | $111,085,968 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,625,884 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,102,796 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,366,057 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,783,257 | OtherExpendituresAmt |
| Administrative Expenses | -$2,759,065 | AdministrativeExpensesAmt |
| End Year Balance | $116,338,431 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $101,862,227 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,252,723 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,769,465 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,797,352 | OtherExpendituresAmt |
| Administrative Expenses | -$77,751 | AdministrativeExpensesAmt |
| End Year Balance | $112,625,884 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| 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 | $313,792 | OtherCostOrOtherBasisAmt |
| Depreciation | $176,164 | DepreciationAmt |
| Book Value | $137,628 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $910,699 | OtherCostOrOtherBasisAmt |
| Depreciation | $586,265 | DepreciationAmt |
| Book Value | $324,434 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $923,344 | OtherCostOrOtherBasisAmt |
| Depreciation | $882,220 | DepreciationAmt |
| Book Value | $41,124 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $503,186 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $21,341,008 | F |
| INTERNATIONAL EQUITY TRUSTS | $42,086,474 | F |
| REAL ASSET FUNDS | $17,547,673 | F |
| VENTURE CAPITAL/PRIVATE EQUITY | $18,983,798 | F |
| DEBT SECURITIES | $4,420,388 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $104,379,341 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $519,216 |
| FUNDS TO BE TRANSFERRED TO LPCH AND SOM | $2,785,033 |
| FUNDS TO BE TRANSFERRED TO OTHERS | $4,666,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,970,437 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $320,560,802 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,429,709 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $138,846,314 | OtherRevenueAmt |
| Revenue Not Reported | $150,276,023 | RevenueNotReportedAmt |
| Revenue Subtotal | $170,284,779 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,137,814 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,137,814 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $169,146,965 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $146,593,122 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,204,654 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,204,654 | ExpensesNotReportedAmt |
| Expenses Subtotal | $145,388,468 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $222,011 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $13,702 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $235,713 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $145,624,181 | 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 BUILDING AWARENESS AT THE COMMUNITY AND STATE LEVEL ABOUT ISSUES AFFECTING CHILDREN'S HEALTH AND ENHANCING THE SYSTEM OF CARE 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 AT AUGUST 31, 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES -222,011. RECLASSIFICATION OF CONTRIBUTION INCOME UNDER ASC 958-20 139,068,325. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT, NET -1,204,654. GIFTS IN KIND 66,840. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT, NET 1,204,654. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REFUND OF PRIOR YEAR GRANT 13,702. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $17,842,312 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $17,842,312 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $17,842,312 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION'S DISCLOSURE IN PART 1, LINE 3(1) REFLECTS THE DOMICILE OF CERTAIN INVESTMENT ENTITIES WHICH SERVE MERELY AS THE VEHICLE FOR SUBSEQUENT INVESTING OF FUNDS AND IS NOT REPRESENTATIVE OF THE UNDERLYING GEOGRAPHICAL STRATEGY OF THOSE INVESTMENTS. THE FOUNDATION'S INVESTMENTS ARE FULLY DIVERSIFIED ACROSS ASSET CLASSES, STRATEGIES AND GEOGRAPHICAL REGIONS. IT ADHERES TO AN APPROVED STATEMENT OF INVESTMENT OBJECTIVES AND POLICIES AND HAS IN PLACE A STRATEGIC ASSET ALLOCATION POLICY WHICH ALLOWS IT TO ACHIEVE ITS SHORT TERM FINANCIAL AND LONG TERM INVESTMENT OBJECTIVES. | ExplanationTxt |
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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DECATHLON | ||||||||
| 4801 WOODWAY DRIVE SUITE 140W | HOUSTON | TX | 77056 | PROFESSIONAL FUNDRAISING THROUGH EVENTS | 0 | $237,557 | $59,390 | $178,167 |
| RUFFALO NOEL LEVITZ | ||||||||
| 1025 KIRKWOOD PARKWAY SW | CEDAR RAPIDS | IA | 52404 | TELEPHONE FUNDRAISING | 0 | $8,747 | $37,319 | -$28,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $246,304 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $96,709 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $149,595 | 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 | 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 | THE DINNER | Event1Nm |
| Gross Receipts Event1 | $3,232,098 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,065,108 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $166,990 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $27,021 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $199,132 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $515,085 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $372,932 | OtherDirectExpensesEvent1Amt |
| Event2 | LUNCH AND LEARN | Event2Nm |
| Gross Receipts Event2 | $198,972 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $170,492 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $28,480 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $4,272 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $3,270 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $25,072 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $17,245 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $6,856 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $14,155 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $13,168 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $987 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $2,116 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $21,510 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,958 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,445,225 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,248,768 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $196,457 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $33,409 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,780 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $224,204 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $532,330 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $384,746 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,199,469 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,003,012 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $18,305 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $5,080 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $105 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $18,305 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $5,080 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $105 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $5,185 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $13,120 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | S MCDONNELL | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HAMILTON AVE SUITE 340 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | IRENE CHEN | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | OVERSEES AND MANAGES THE GAMING ACTIVITY. NO PART OF HER REGULAR SALARY IS ALLOCATED TOWARDS OVERSEEING OR MANAGING THE GAMING ACTIVITY. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| FAMILY VOICES - SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES | |||||||
| 1663 MISSION ST | SAN FRANCISCO | CA | 94103 | 942819062 | 501(C)(3) | $217,640 | FAMILY VOICES OF CALIFORNIA: PROJECT LEADERSHIP TRAINING FAMILIES TO ADVOCATE FOR SYSTEMS CHANGE: PHASE IV |
| REGENTS OF THE UNIVERSITY OF COLORADO | |||||||
| 13001 E 17TH PLACE | AURORA | CA | 80045 | 846000555 | 501(C)(3) | $49,584 | RIGHT CHILD, RIGHT SERVICES: CHARACTERIZING THE PYRAMID OF RESOURCE NEEDS OF CHILDREN WITH CHRONIC AND COMPLEX NEEDS |
| FAMILY VOICES | |||||||
| PO BOX 37188 | ALBUQUERQUE | NM | 87176 | 850430800 | 501(C)(3) | $50,000 | FRAMEWORK FOR ASSESSING FAMILY ENGAGEMENT |
| NASHP (CENTER FOR HEALTH POLICY DEVELOPMENT) | |||||||
| 10 FREE ST | PORTLAND | ME | 04101 | 521576801 | 501(C)(3) | $50,000 | IMPROVING SYSTEMS OF CARE FOR CHILDREN WITH MEDICAL COMPLEXITY THROUGH MEDICAID QUALITY MEASUREMENT INITIATIVES |
| RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK | |||||||
| 520 LEE ENTRANCE | AMHERST | NY | 14228 | 141368361 | 501(C)(3) | $68,903 | BUILDING HEALTH THROUGH CARE COORDINATION FOR CHILDREN WITH MEDICAL COMPLEXITY |
| INSTITUTE FOR PATIENT AND FAMILY CENTERED CARE | |||||||
| 6917 ARLINGTON ROAD | BETHESDA | MD | 20814 | 521777133 | 501(C)(3) | $10,000 | GENERAL SUPPORT OF IPFCC'S WORK |
| BOARD OF TRUSTEES OF LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 117 ENCINA COMMONS | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | $13,800 | CHILD HEALTH AND IMMIGRATION CONFERENCE |
| NASHP (CENTER FOR HEALTH POLICY DEVELOPMENT) | |||||||
| 10 FREE ST | PORTLAND | ME | 04101 | 521576801 | 501(C)(3) | $235,226 | NATIONAL STANDARDS FOR SYSTEMS OF CARE FOR CHILDREN WITH SPECIAL HEALTH CARE NEEDS: PHASE 4 |
| THE NATIONAL ALLIANCE TO ADVANCE ADOLESCENT HEALTH | |||||||
| 1615 M ST NW | WASHINGTON | DC | 20036 | 204145524 | 501(C)(3) | $92,278 | EXPERT PANEL ON PAYING FOR THE TRANSITION FROM PEDIATRIC TO ADULT HEALTH CARE |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| SCHOOL OF MEDICINE PO BOX 44253 | SAN FRANCISCO | CA | 94144 | 941156365 | 501(C)(3) | $90,653 | EVALUATION OF NOVEL INTERVENTIONS IN CHILDREN'S HEALTH |
| OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON STREET | PORTLAND | OR | 97205 | 237083114 | 501(C)(3) | $138,244 | SYSTEM-LEVEL APPROACHES TO IDENTIFY CHILDREN WITH HEALTH COMPLEXITY AND DEVELOP MODELS FOR COMPLEX CARE MANAGEMENT |
| UNIVERSITY OF VIRGINIA SCHOOL OF NURSING | |||||||
| 1001 NORTH EMMET STREET | CHARLOTTESVILLE | VA | 22903 | 546001796 | 501(C)(3) | $119,177 | ANALYSIS OF HOME AND COMMUNITY-BASED CARE MEDICAID WAIVER SERVICES AMONG CHILDREN WITH MEDICAL COMPLEXITY |
| COTTAGE CHILDREN'S MEDICAL CENTER AT SANTA BARBARA COTTAGE HOSPITAL | |||||||
| 400 W PUEBLO ST | SANTA BARBARA | CA | 93105 | 951644629 | 501(C)(3) | $23,100 | MEDICAL HOME CARE COORDINATION IN A COMMUNITY HOSPITAL SETTING |
| HELP ME GROW ORANGE COUNTY | |||||||
| 2500 RED HILL AVE | SANTA ANA | CA | 92705 | 956097416 | 501(C)(3) | $12,000 | ORANGE COUNTY CARE COORDINATION COLLABORATIVE FOR KIDS |
| FAMILY RESOURCE NETWORK | |||||||
| 5250 CLAREMONT AVE | STOCKTON | CA | 95207 | 946000531 | 501(C)(3) | $12,000 | INCREASE ACCESS TO SPECIALTY MEDICAL CARE FOR SAN JOAQUIN 5CS |
| STANFORD SOM & LUCILE PACKARD CHILDREN'S HOSPITAL | |||||||
| 725 WELCH ROAD | PALO ALTOS | CA | 94304 | 941156365 | 501(C)(3) | $2,353,909 | CHILDREN'S HEALTH INITIATIVE |
| STANFORD SOM & LUCILE PACKARD CHILDREN'S HOSPITAL | |||||||
| 725 WELCH ROAD | PALO ALTOS | CA | 94304 | 941156365 | 501(C)(3) | $121,717,704 | CHILDREN'S HEALTH |
| LUCILE PACKARD CHILDREN'S HOSPITAL | |||||||
| 725 WELCH ROAD | PALO ALTOS | CA | 94304 | 770003859 | 501(C)(3) | $25,862 | CHILDREN'S HEALTH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
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 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 UP TO $25,000 MAY BE APPROVED BY THE CEO OF THE FOUNDATION; GRANTS OVER $50,000 REQUIRE APPROVAL AND RECOMMENDATION BY THE PROGRAM & PARTNERSHIPS COMMITTEE. GRANTS OVER $250,000 MUST BE APPROVED BY THE BOARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER DAWES | ||||||||||||||
| DIRECTOR | $0 | $946,410 | $0 | $226,486 | $0 | $194,661 | $0 | $332,756 | $0 | $41,015 | $0 | $1,741,328 | $0 | $0 |
| DAVID ALEXANDER MD | ||||||||||||||
| PRESIDENT & CEO | $538,510 | $0 | $236,936 | $0 | $179,853 | $0 | $26,500 | $0 | $27,004 | $0 | $1,008,803 | $0 | $45,685 | $0 |
| KATHRYN COULBOURN | ||||||||||||||
| CFO | $205,794 | $0 | $30,000 | $0 | $1,039 | $0 | $38,720 | $0 | $16,668 | $0 | $292,221 | $0 | $0 | $0 |
| BRIAN PERRONNE | ||||||||||||||
| SR. VP DEVELOPEMENT & ADMIN | $340,063 | $0 | $105,508 | $0 | $22,395 | $0 | $53,208 | $0 | $24,064 | $0 | $545,238 | $0 | $13,759 | $0 |
| DONNA RICHARDSON | ||||||||||||||
| SR. VP MAJOR & PRINCIPAL GIFTS | $336,985 | $0 | $73,389 | $0 | $44,244 | $0 | $26,500 | $0 | $9,930 | $0 | $491,048 | $0 | $0 | $0 |
| EDWARD SCHOR | ||||||||||||||
| SR. VP/DIRECTOR PROGRAMS & PRTNSHIP | $296,048 | $0 | $15,025 | $0 | $30,025 | $0 | $26,500 | $0 | $27,004 | $0 | $394,602 | $0 | $0 | $0 |
| GREG MUNIZ | ||||||||||||||
| DIRECTOR, PRINCIPAL GIFTS | $196,611 | $0 | $26,183 | $0 | $373 | $0 | $22,731 | $0 | $24,064 | $0 | $269,962 | $0 | $0 | $0 |
| JEAN GORMAN | ||||||||||||||
| DIRECTOR, GIFT PLANNING | $198,059 | $0 | $15,717 | $0 | $3,170 | $0 | $21,183 | $0 | $9,930 | $0 | $248,059 | $0 | $0 | $0 |
| JAMES DEASY | ||||||||||||||
| DIRECTOR, MAJOR GIFTS | $179,721 | $0 | $14,454 | $0 | $3,133 | $0 | $20,126 | $0 | $27,004 | $0 | $244,438 | $0 | $0 | $0 |
| ANDREW COPE | ||||||||||||||
| DIRECTOR OF MAJOR GIFTS | $181,994 | $0 | $14,708 | $0 | $578 | $0 | $20,222 | $0 | $24,064 | $0 | $241,566 | $0 | $0 | $0 |
| ANN ROSE | ||||||||||||||
| SENIOR DIRECTOR FOUNDATIONS | $173,760 | $0 | $14,120 | $0 | $1,521 | $0 | $19,031 | $0 | $21,202 | $0 | $229,634 | $0 | $0 | $0 |
| EILEEN WALSH | ||||||||||||||
| DIRECTOR, PROGRAMS & PARTNERSHIPS | $114,698 | $0 | $3,053 | $0 | $2,779 | $0 | $11,791 | $0 | $9,628 | $0 | $141,949 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE FOUNDATION OFFERS A 457(F) PLAN FOR SELECT MEMBERS OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. DURING 2016, THE CEO, CFO AND THREE SENIOR VPS WERE ELIGIBLE TO RECEIVE CONTRIBUTIONS FROM THE PLAN. THE TOTAL AMOUNT CONTRIBUTED TO THE PLAN BUT NOT PAID OUT WAS $81,964. THE TOTAL AMOUNTS DISTRIBUTED OUT UNDER THE PLAN WERE $155,521 TO DAVID ALEXANDER (CEO), $13,759 TO BRIAN PERRONNE (SR. VP DEVELOPMENT AND ADMINISTRATION), $39,338 TO DONNA RICHARDSON (SR. VP MAJOR AND PRINCIPAL GIFTS), AND $24,463 TO EDWARD SCHOR (SR. VP PROGRAMS AND PARTNERSHIPS). |
| PART I, LINE 7 | THE CEO, CFO, AND THREE SENIOR VICE PRESIDENTS 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, COO, AND THREE SENIOR VPS IS PROPOSED BY THE CEO AND APPROVED BY THE COMPENSATION COMMITTEE. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ALEXANDER | PersonNm |
| Relationship With Org | CEO | RelationshipWithOrgTxt |
| Loan Purpose | HOUSING | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $600,000 | OriginalPrincipalAmt |
| Balance Due | $600,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $600,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 91 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,026,147 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 38 | ContributionCnt |
| Noncash Contributions Rpt F990 | $66,840 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
| 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS WAS DETERMINED BASED ON THE NUMBER OF DONORS WHO MADE CONTRIBUTIONS. |
| PART I, LINE 32B: | THE FOUNDATION ENGAGES A BROKER TO RECEIVE AND LIQUIDATE GIFTS OF MARKETABLE SECURITIES. |
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 1 | 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 CHAIRMAN OF THE BOARD, THE PRESIDENT/CEO OF THE FOUNDATION, AND THE CHAIRS OF ALL OTHER STANDING COMMITTEES. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | CHRISTOPHER DAWES, DAVID ALEXANDER, LLOYD MINOR, J TAYLOR CRANDAL, MINDY ROGERS, JEFF CHAMBERS, MARY LEONARD, MICHAEL LONGAKER, AND DAVID STEVENSON HAVE A BUSINESS RELATIONSHIP. DAVID ORR AND SUSAN ORR 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 SOLE MEMBER OF THE FOUNDATION, 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 SOLE MEMBER OF THE FOUNDATION, 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 B, LINE 11B | THE FOUNDATION'S AUDIT COMMITTEE IS PRIMARILY RESPONSIBLE FOR REVIEWING AND APPROVING THE FOUNDATION'S FORM 990 BEFORE IT IS FILED WITH THE IRS. THE FINAL DRAFT OF THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD IN ADVANCE OF THE AUDIT COMMITTEE MEETING AT WHICH THE FORM WILL BE REVIEWED AND APPROVED. ALL MEMBERS OF THE BOARD ARE INVITED TO ATTEND THE AUDIT COMMITTEE MEETING. |
| 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 SALARY FOR THE CEO AND CFO AND REVIEW AND APPROVE SALARIES FOR KEY EMPLOYEES. THE COMMITTEE HAS ENGAGED A THIRD PARTY INDEPENDENT COMPENSATION CONSULTANT TO ATTEND ITS ANNUAL MEETING THE LAST OF WHICH WAS HELD ON NOVEMBER 20, 2017. IN DETERMINING COMPENSATION LEVELS, THE COMMITTEE USES TWO INDEPENDENT THIRD PARTY SALARY SURVEYS, ONE PUBLISHED BY WOODMARK AND ONE PUBLISHED BY LASNIK BROIDA. KEY DELIBERATIONS OF THE COMPENSATION COMMITTEE ARE DOCUMENTED IN MEETING MINUTES WHICH ARE APPROVED AT THE NEXT COMMITTEE MEETING. THE LAST COMPENSATION REVIEW AS DONE ON NOVEMBER 20, 2017. |
| 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: | GIFTS IN KIND -66,840. RECLASSIFICATION OF CONTRIBUTION INCOME UNDER ASC 958-20 139,068,325. REFUND OF PRIOR YEAR GRANT 13,702. |
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 (12) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |