LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH (EIN 77-0440090)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201643209349312989
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T15:47:39-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE M SEARING | PreparerPersonNm |
| PTIN | P00000565 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2016-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $181,843,314 | 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 | 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 | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 96 | TotalEmployeeCnt |
| Total Volunteers | 216 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $100,048 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $89,425,660 | PYContributionsGrantsAmt |
| CY Contributions Grants | $139,531,062 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,711,177 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,538,228 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,239,517 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,946,444 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$124,100 | PYOtherRevenueAmt |
| CY Other Revenue | -$689,329 | CYOtherRevenueAmt |
| PY Total Revenue | $104,252,254 | PYTotalRevenueAmt |
| CY Total Revenue | $156,326,405 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $94,981,107 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $146,280,032 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,117,716 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,192,810 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $20,284 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $27,913 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $13,380,992 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,745,313 | PYOtherExpensesAmt |
| CY Other Expenses | $5,981,303 | CYOtherExpensesAmt |
| PY Total Expenses | $110,864,420 | PYTotalExpensesAmt |
| CY Total Expenses | $164,482,058 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,612,166 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,155,653 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $211,981,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $213,686,588 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $84,906,779 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $97,601,147 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $127,074,654 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $116,085,441 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH IS TO ELEVATE THE PRIORITY OF CHILDREN'S HEALTH AND INCREASE THE QUALITY AND ACCESSIBILITY OF CHILDREN'S HEALTH CARE THROUGH LEADERSHIP AND DIRECT INVESTMENT. WE WORK IN ALIGNMENT WITH LUCILE PACKARD CHILDREN'S HOSPITAL AND THE CHILD HEALTH PROGRAMS OF STANFORD UNIVERSITY. OUR VISION IS THAT ALL CHILDREN IN THE COMMUNITIES WE SERVE ARE ABLE TO REACH THEIR MAXIMUM HEALTH POTENTIAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,571,478 | ExpenseAmt |
| Grant | $5,571,478 | 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, TRAINING, AND FACILITIES. THE GRANTS ARE FUNDED BY A GRANT RECEIVED FROM THE DAVID AND LUCILE PACKARD FOUNDATION BETWEEN 2000 AND 2004. THE FOUNDATION OVERSEES THE DISBURSEMENT OF THE PACKARD FOUNDATION GRANT FUNDS THROUGH INDEPENDENT REVIEW OF THE RESEARCH PROGRAMS. ANY FOUNDATION OVERSIGHT EXPENSES ARE PAID FOR BY THE INVESTMENT EARNINGS ON THE ORIGINAL GRANT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $139,390,366 | ExpenseAmt |
| Grant | $139,390,366 | GrantAmt |
| Revenue | $15,538,228 | RevenueAmt |
| Desc | DEVELOPMENT: THE FOUNDATION RAISES MONEY TO SUPPORT THE LUCILE PACKARD CHILDREN'S HOSPITAL AND THE PEDIATRIC PROGRAMS AT THE STANFORD SCHOOL OF MEDICINE. ONE HUNDRED PERCENT OF FUNDS RAISED ARE TRANSFERRED TO THE HOSPITAL AND SCHOOL OF MEDICINE ON A MONTHLY BASIS. 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 | $3,933,742 | ExpenseAmt |
| Grant | $1,318,188 | 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. IN 2015, THE FOUNDATION INVESTED APPROXIMATELY $3.9M IN THIS AREA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $148,895,586 | 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 | 0 | 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 | 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 | 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 | 75 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 96 | 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | AK | 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 | OK | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID ALEXANDER | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $883,083 | $0 | $191,495 | ||
| J TAYLOR CRANDALL | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRIS SCHAEPE | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MINDY ROGERS | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GEORGE PHIPPS | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY BRACKNEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| C BRYAN CAMERON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARVEY COHEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER DAWES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY DILLABOUGH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH FOX | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN GOLDMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA HENDERSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA GUNN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MANUEL HENRIQUEZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD KOENIG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN KRIEWALL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE KRAUS LACOB | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE LAWLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LEE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LLOYD MINOR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ORR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN P ORR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BILL SONNEBORN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE CHAMBERS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT WILSEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN COULBOURN | ||||||||
| CFO | 32.00 | Yes (X) | $225,344 | $0 | $53,179 | |||
| BRIAN PERRONNE | ||||||||
| SR. VP DEVELOPMENT & ADMIN | 40.00 | $421,649 | $0 | $101,461 | Yes (X) | |||
| DONNA RICHARDSON | ||||||||
| SR. VP MAJOR & PRINCIPAL GIFTS | 40.00 | $386,287 | $0 | $70,474 | Yes (X) | |||
| EDWARD SCHOR | ||||||||
| SR. VP/DIRECTOR PROGRAMS & PRTNSHIP | 40.00 | $337,058 | $0 | $62,853 | Yes (X) | |||
| EILEEN WALSH | ||||||||
| VP/DIRECTOR PROGRAMS & PARTNERSHIPS | 40.00 | $241,838 | $0 | $32,772 | Yes (X) | |||
| ANDREW COPE | ||||||||
| DIRECTOR OF MAJOR GIFTS | 40.00 | $188,980 | $0 | $51,145 | Yes (X) | |||
| JAMES DEASY | ||||||||
| DIRECTOR, MAJOR GIFTS | 40.00 | $188,767 | $0 | $53,855 | Yes (X) | |||
| ANN ROSE | ||||||||
| SENIOR DIRECTOR FOUNDATIONS | 40.00 | $181,719 | $0 | $47,505 | Yes (X) | |||
| VICTORIA APPLEGATE | ||||||||
| VP AUXILIARIES | 40.00 | $237,419 | $0 | $29,069 | Yes (X) | |||
| JEAN GORMAN | ||||||||
| DIRECTOR, GIFT PLANNING | 40.00 | $210,892 | $0 | $33,235 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,503,036 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $727,043 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | 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 |
|---|---|---|---|---|---|
| PATSONS PRESS INC | |||||
| 970 STEWART DRIVE | SUNNYVALE | CA | 94085 | PRINTING | $382,662 |
| POPULATION REFERENCE BUREAU | |||||
| 1875 CT AVE NW STE 520 | WASHINGTON | DC | 200095728 | DATA COLLECTION FOR WEBSITE | $252,500 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO BOX 83232 | CHICAGO | IL | 60691 | INVESTMENT MANAGEMENT | $227,147 |
| MANATT PHELPS & PHILLIPS LP | |||||
| 11355 WEST OLYMPIC BLVD | LOS ANGELES | CA | 90064 | LEGAL | $204,849 |
| DATA MARKETING INC | |||||
| PO BOX 519 | SANTA CLARA | CA | 95052 | MARKETING | $184,686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $9,777 | FederatedCampaignsAmt |
| Fundraising | $2,787,666 | FundraisingAmt |
| All Other Contributions | $136,733,619 | AllOtherContributionsAmt |
| Noncash Contributions | $5,634,865 | NoncashContributionsAmt |
| Total Contributions | $139,531,062 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDRAISING REIMB. | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,538,228 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,538,228 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,538,228 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $887,930 | TotalRevenueColumnAmt |
| Exclusion | $887,930 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,618,646 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,560,132 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,058,514 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,058,514 | TotalRevenueColumnAmt |
| Exclusion | $1,058,514 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $262,855 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,787,666 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $956,648 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$693,793 | TotalRevenueColumnAmt |
| Exclusion | -$693,793 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $4,593 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $129 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,464 | TotalRevenueColumnAmt |
| Exclusion | $4,464 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,326,405 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,538,228 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,257,115 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,280,032 | TotalAmt |
| Program Services | $146,280,032 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,056,101 | TotalAmt |
| Program Services | $895,974 | ProgramServicesAmt |
| Management And General | $427,116 | ManagementAndGeneralAmt |
| Fundraising | $1,733,011 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,018,303 | TotalAmt |
| Program Services | $534,368 | ProgramServicesAmt |
| Management And General | $642,975 | ManagementAndGeneralAmt |
| Fundraising | $5,840,960 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,468 | TotalAmt |
| Program Services | $17,371 | ProgramServicesAmt |
| Management And General | $52,974 | ManagementAndGeneralAmt |
| Fundraising | $460,123 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,022,270 | TotalAmt |
| Program Services | $35,762 | ProgramServicesAmt |
| Management And General | $191,002 | ManagementAndGeneralAmt |
| Fundraising | $795,506 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,668 | TotalAmt |
| Program Services | $68,747 | ProgramServicesAmt |
| Management And General | $61,162 | ManagementAndGeneralAmt |
| Fundraising | $435,759 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,994 | TotalAmt |
| Program Services | $3,403 | ProgramServicesAmt |
| Management And General | $44,574 | ManagementAndGeneralAmt |
| Fundraising | $197,017 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,312 | TotalAmt |
| Management And General | $117,312 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,913 | TotalAmt |
| Fundraising | $27,913 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,147 | TotalAmt |
| Management And General | $227,147 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,476,113 | TotalAmt |
| Program Services | $181,822 | ProgramServicesAmt |
| Management And General | $105,044 | ManagementAndGeneralAmt |
| Fundraising | $1,189,247 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,771 | TotalAmt |
| Program Services | $4,127 | ProgramServicesAmt |
| Fundraising | $174,644 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,489 | TotalAmt |
| Program Services | $21,930 | ProgramServicesAmt |
| Management And General | $62,710 | ManagementAndGeneralAmt |
| Fundraising | $351,849 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,550 | TotalAmt |
| Program Services | $163,958 | ProgramServicesAmt |
| Management And General | $84,947 | ManagementAndGeneralAmt |
| Fundraising | $243,645 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,255,403 | TotalAmt |
| Program Services | $141,719 | ProgramServicesAmt |
| Management And General | $112,971 | ManagementAndGeneralAmt |
| Fundraising | $1,000,713 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,318 | TotalAmt |
| Program Services | $27,969 | ProgramServicesAmt |
| Management And General | $6,623 | ManagementAndGeneralAmt |
| Fundraising | $74,726 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,286 | TotalAmt |
| Program Services | $54,919 | ProgramServicesAmt |
| Management And General | $14,004 | ManagementAndGeneralAmt |
| Fundraising | $39,363 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,037 | TotalAmt |
| Program Services | $151,443 | ProgramServicesAmt |
| Management And General | $9,871 | ManagementAndGeneralAmt |
| Fundraising | $113,723 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,515 | TotalAmt |
| Program Services | $8,126 | ProgramServicesAmt |
| Management And General | $30,646 | ManagementAndGeneralAmt |
| Fundraising | $39,743 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING | $550,229 | $1,505 | $911 | $547,813 |
| PROGRAM CONTRACTS | $288,081 | $288,081 | ||
| MEMBERSHIPS | $52,872 | $4,894 | $3,379 | $44,599 |
| MEALS | $17,411 | $1,995 | $477 | $14,939 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,775 | TotalAmt |
| Program Services | $7,441 | ProgramServicesAmt |
| Management And General | $9,635 | ManagementAndGeneralAmt |
| Fundraising | $55,699 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,482,058 | TotalAmt |
| Program Services | $148,895,586 | ProgramServicesAmt |
| Management And General | $2,205,480 | ManagementAndGeneralAmt |
| Fundraising | $13,380,992 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,238 | BOYAmt |
| EOY | $31,803 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,231,541 | BOYAmt |
| EOY | $35,733,907 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,906,674 | BOYAmt |
| EOY | $36,801,579 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,912 | BOYAmt |
| EOY | $2,565,487 | 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 | $378,781 | BOYAmt |
| EOY | $250,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,749,070 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,229,491 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,948 | BOYAmt |
| EOY | $519,579 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,456,239 | BOYAmt |
| EOY | $39,715,781 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,521,457 | BOYAmt |
| EOY | $97,407,986 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,643 | BOYAmt |
| EOY | $59,685 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,981,433 | BOYAmt |
| EOY | $213,686,588 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,883,205 | BOYAmt |
| EOY | $2,177,209 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,406,962 | BOYAmt |
| EOY | $1,739,583 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,231,920 | BOYAmt |
| EOY | $9,842,567 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,384,692 | BOYAmt |
| EOY | $83,841,788 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,906,779 | BOYAmt |
| EOY | $97,601,147 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,535,044 | BOYAmt |
| EOY | $104,341,360 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,539,610 | BOYAmt |
| EOY | $11,744,081 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,074,654 | BOYAmt |
| EOY | $116,085,441 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,981,433 | BOYAmt |
| EOY | $213,686,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,155,653 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,898,780 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $65,220 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $56,776,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,156,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,087,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,425,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,531,063 | CurrentTaxYearAmt |
| Total | $415,978,252 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,776,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,156,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,087,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,425,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,531,063 | CurrentTaxYearAmt |
| Total | $415,978,252 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $119,232,368 | SubstantialContributorsTotAmt |
| Public Support Total170 | $296,745,884 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,879,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,037,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,473,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,090,422 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $877,930 | CurrentTaxYearAmt |
| Total | $9,359,700 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,400 | CurrentTaxYearMinus2YearsAmt |
| Total | $28,581 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $425,366,533 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $62,061,239 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $165,411,686 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $165,411,686 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
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 | $109,535,044 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$917,362 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,291,038 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,985,284 | OtherExpendituresAmt |
| End Year Balance | $104,341,360 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,157,919 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,927,255 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,366,057 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,852,625 | OtherExpendituresAmt |
| Administrative Expenses | $331,448 | AdministrativeExpensesAmt |
| End Year Balance | $109,535,044 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,971,649 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,086,728 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,769,465 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,814,922 | OtherExpendituresAmt |
| Administrative Expenses | $316,071 | AdministrativeExpensesAmt |
| End Year Balance | $109,157,919 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,732,374 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,421,558 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,154,297 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,681,723 | OtherExpendituresAmt |
| Administrative Expenses | $346,263 | AdministrativeExpensesAmt |
| End Year Balance | $98,971,649 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,541,587 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,824,327 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $415,801 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,236,221 | OtherExpendituresAmt |
| Administrative Expenses | $332,864 | AdministrativeExpensesAmt |
| End Year Balance | $94,732,374 | 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 | $283,578 | OtherCostOrOtherBasisAmt |
| Depreciation | $119,481 | DepreciationAmt |
| Book Value | $164,097 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $544,584 | OtherCostOrOtherBasisAmt |
| Depreciation | $433,816 | DepreciationAmt |
| Book Value | $110,768 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $920,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $676,194 | DepreciationAmt |
| Book Value | $244,714 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $519,579 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $26,388,662 | F |
| INTERNATIONAL EQUITY TRUSTS | $29,263,844 | F |
| FIXED INCOME FUNDS | $4,852,500 | F |
| REAL ASSET FUNDS | $17,213,644 | F |
| VENTURE CAPITAL/PRIVATE EQUITY | $19,689,336 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $97,407,986 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $603,001 |
| FUNDS TO BE TRANSFERRED TO LPCH AND SOM | $83,238,787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $83,841,788 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,804,829 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,898,780 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $10,503 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $462,182 | OtherRevenueAmt |
| Revenue Not Reported | -$2,426,095 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,230,924 | RevenueSubtotalAmt |
| Other Revenues Not Included | $139,095,481 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $139,095,481 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $156,326,405 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,794,042 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,503 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $689,329 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $699,832 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,094,210 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $227,147 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $139,160,701 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $139,387,848 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $164,482,058 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION USES ITS ENDOWMENT TO FUND ACTIVITIES IN SUPPORT OF ITS CHARITABLE PURPOSE. PROGRAM EXPENSES INCLUDE GRANTS TO THIRD PARTIES, INTERNAL INVESTMENTS TO FURTHER THE FOUNDATION'S PROGRAMMATIC OBJECTIVES, AND ADMINSTRATIVE EXPENSES TO SUPPORT THE ACTIVITIES. |
| PART X, LINE 2: | THE FOUNDATION HAS EVALUATED THE FINANCIAL STATEMENT IMPACT OF POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS. MANAGEMENT HAS DETERMINED THAT NO TAX LIABILITIES NEED BE RECORDED UNDER APPLICABLE ACCOUNTING GUIDANCE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES -227,147. FUNDRAISING EVENT, NET 689,329. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDS RAISED 139,133,551. SALE OF DONATED SECURITIES -38,070. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUND RAISING EVENT, NET 689,329. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDS RAISED 139,133,551. GRANT REFUNDS 27,150. |
| PART V | THE FOUNDATION RAISES FUNDS FOR THE LUCILE PACKARD CHILDREN'S HOSPITAL AND THE PEDIATRIC PROGRAMS AT THE STANFORD SCHOOL OF MEDICINE. FOR PURPOSES OF THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS, FUNDS RAISED ARE RECLASSIFIED FROM REVENUE TO A LIABILITY (FUNDS DESIGNATED FOR OTHERS) AS REQUIRED UNDER ASC 958. THE FOUNDATION IS SUBJECT TO ASC 958 BASED ON ITS INDEPENDENT RELATIONSHIP WITH THE LUCILE PACKARD CHILDREN'S HOSPITAL AND THE STANFORD SCHOOL OF MEDICINE. FOR THE FORM 990, FUNDS RAISED ARE TREATED AS CONTRIBUTION REVENUE AND FUNDS TRANSFERRED TO LUCILE PACKARD CHILDREN'S HOSPITAL AND THE STANFORD SCHOOL OF MEDICINE ARE TREATED AS GRANT EXPENSE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
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 | $15,367,077 | 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 | $15,367,077 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $15,367,077 | TotalSpentAmt |
| 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 | 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
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD N RD SW CEDAR RAPIDS IA | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEMARKETING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $17,105 | GrossReceiptsAmt |
| Retained By Contractor | $27,913 | RetainedByContractorAmt |
| Net To Organization | -$10,808 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $17,105 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $27,913 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$10,808 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | 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 | 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 | 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 | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | THE DINNER | Event1Nm |
| Gross Receipts Event1 | $2,207,153 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,095,643 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $111,510 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,825 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $284,771 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $125,676 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $162,017 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $40,272 | OtherDirectExpensesEvent1Amt |
| Event2 | SUMMER SCAMPER | Event2Nm |
| Gross Receipts Event2 | $518,253 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $418,678 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $99,575 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $1,129 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $28,456 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,913 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,575 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $112,780 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $325,115 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $273,345 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $51,770 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $30,500 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $35,585 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $53,102 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $18,912 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $53,135 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,050,521 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,787,666 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $262,855 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $36,454 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $348,812 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $182,691 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $182,504 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $206,187 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $956,648 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$693,793 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LUCILE PACKARD CHILDREN'S HOSPITAL & STANFORD SCHOOL OF MEDICINE | |||||||
| 725 WELCH ROAD | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | $139,390,366 | CHILDREN'S HEALTH |
| LUCILE PACKARD CHILDREN'S HOSPITAL & STANFORD SCHOOL OF MEDICINE | |||||||
| 725 WELCH ROAD | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | $5,571,478 | CHILDREN'S HEALTH INITIATIVE |
| ASSOCIATION OF MATERNAL AND CHILD HEALTH PROGRAMS | |||||||
| 2030 M STREET NW SUITE 350 | WASHINGTON | DC | 20036 | 521529448 | 501(C)(3) | $210,000 | NATIONAL CONSENSUS FRAMEWORK FOR IMPROVING QUALITY SYSTEMS OF CARE FOR CSHCN, PHASE III |
| FAMILY VOICES OF CA | |||||||
| 1663 MISSION STREET 7TH FLOOR | SAN FRANCISCO | CA | 94103 | 942819062 | 501(C)(3) | $200,000 | SUPPORT FOR FAMILIES WITH DISABILITIES FOR ORGANIZING AND ENGAGING CALIFORNIA'S CSHCN FAMILIES |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| 11000 KINGROSS BLDG SUITE 211 | LOS ANGELES | CA | 90095 | 956006143 | 501(C)(3) | $165,362 | DEFINING POPULATION HEALTH FOR CHILDREN WITH MEDICAL COMPLEXITY |
| PUBLIC COUNSEL | |||||||
| 610 SOUTH ARDMORE AVENUE | LOS ANGELES | CA | 90005 | 237105149 | 501(C)(3) | $128,000 | ASSURING EQUITABLE FUNDING FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES |
| TIDES CENTERCALIFORNIA HEALTH REPORT | |||||||
| 821 22ND STREET | SACRAMENTO | CA | 95816 | 943213100 | 501(C)(3) | $120,000 | EXPANDING CHILDREN'S HEALTH MEDIA COVERAGE |
| KERN COUNTY PUBLIC HEALTH SERVICES DEPT | |||||||
| 1800 MT VERNON AVE | BAKERSFIELD | CA | 93306 | 956000925 | GOVERNMENT | $103,586 | IMPROVING THE READINESS OF TRANSITIONING CCS ADOLESCENTS |
| STANFORD UNIVERSITY | |||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 94144 | 941156365 | 501(C)(3) | $91,286 | INNOVATORS IN GENERAL PEDIATRICS AWARD PROGRAM AT STANFORD |
| FAMILY VOICES CA | |||||||
| 1663 MISSION STREET 7TH FLOOR | SAN FRANCISCO | CA | 94103 | 942819062 | 501(C)(3) | $88,523 | TRAINING FAMILIES TO ADVOCATE FOR SYSTEM CHANGE: PHASE III |
| CHILDREN NOW | |||||||
| 1404 FRANKLIN STREET | OAKLAND | CA | 94612 | 943059243 | 501(C)(3) | $80,000 | CREATING MEANINGFUL ROLES FOR FAMILIES IN STATE HEALTH POLICYMAKING |
| NATIONAL ACADEMIES OF SCIENCE | |||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | 530196932 | 501(C)(3) | $50,700 | SUPPORT FOR THE FORUM ON PROMOTING CHILDREN'S COGNITIVE, AFFECTIVE AND BEHAVIORAL HEALTH |
| LUCILE PACKARD CHILDREN'S HOSPITAL & STANFORD SCHOOL OF MEDICINE | |||||||
| 725 WELCH ROAD | STANFORD | CA | 94305 | 770003859 | 501(C)(3) | $22,817 | CHILDREN'S HEALTH |
| SUPPORT FOR FAMILIES WITH DISABILITIES | |||||||
| 1663 MISSION STREET 7TH FLOOR | SAN FRANCISCO | CA | 94103 | 942819062 | 501(C)(3) | $15,000 | GENERAL MEETING COSTS AND SCHOLARSHIPS TO ATTEND FAMILY VOICES OF CA 2015 ANNUAL HEALTH SUMMIT |
| JOHN HOPKINS UNIVERSITY | |||||||
| N WOLFE STREET | BALTIMORE | MD | 21287 | 520595110 | 501(C)(3) | $15,000 | ADVANCING DATA-IN-ACTION PARTNERSHIPS FOR CHILDREN AND CHILDREN WITH SPECIAL HEALTH CARE NEEDS IN CALIFORNIA COUNTIES AND CITIES |
| LUCILE PACKARD CHILDREN'S HOSPITAL | |||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94705 | 770003859 | 501(C)(3) | $10,000 | CALIFORNIA CHILDREN'S SERVICES MEDICAL ADVISORY COMMITTEE |
| RESEARCH INSTITUTE AT NATIONWIDE CHILDREN'S HOSPITAL | |||||||
| 700 CHILDRENS DR | COLUMBUS | OH | 43205 | 316056230 | 501(C)(3) | $9,994 | CHILDREN WITH MEDICAL COMPLEXITY COLLABORATIVE MEETING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROJECT FUNDING IS BASED ON PROPOSALS SUBMITTED BY ORGANIZATIONS. DECISIONS ARE MADE AFTER STAFF ANALYSIS OF THE ORGANIZATIONS' EXPERTISE, PROPOSED GOALS AND OBJECTIVES AND PROPOSED COSTS. MILESTONES AND DELIVERABLES ARE ESTABLISHED DURING THE REVIEW PROCESS. GRANTS OF $250,000 OR GREATER ARE APPROVED BY THE BOARD OF DIRECTORS. ALL OTHER GRANTS ARE APPROVED BY THE FOUNDATION'S CEO ON BEHALF OF THE BOARD. FOUNDATION STAFF MONITOR PROGRESS TO ENSURE THAT ALL OUTCOMES AND DELIVERABLES ARE COMPLETED. THE FOUNDATION ALSO HAS A FUNDRAISING DEPARTMENT WHOSE PRIMARY OBJECTIVE IS TO RAISE PHILANTHROPIC GIFTS FOR THE LUCILE PACKARD CHILDREN'S HOSPITAL AND THE PEDIATRIC PROGRAMS AT THE STANFORD SCHOOL OF MEDICINE. ALL GIFTS RAISED ARE FORWARDED TO THE HOSPITAL AND SCHOOL ON A MONTHLY BASIS. DONOR RESTRICTIONS ON GIFTS ARE CLEARLY COMMUNICATED WHEN THE GIFTS ARE TRANSFERRED. THE FOUNDATION ALSO MAINTAINS CLOSE ONGOING COMMUNICATION WITH THE SCHOOL AND HOSPITAL TO ENSURE THAT DONOR INTENT IS RESPECTED. | 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 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID ALEXANDER | ||||||||||||||
| PRESIDENT & CEO | $518,284 | $0 | $200,868 | $0 | $163,931 | $0 | $166,606 | $0 | $24,889 | $0 | $1,074,578 | $0 | $28,542 | $0 |
| KATHRYN COULBOURN | ||||||||||||||
| CFO | $197,649 | $0 | $27,040 | $0 | $655 | $0 | $37,421 | $0 | $15,758 | $0 | $278,523 | $0 | $0 | $0 |
| BRIAN PERRONNE | ||||||||||||||
| SR. VP DEVELOPMENT & ADMIN | $327,396 | $0 | $74,069 | $0 | $20,184 | $0 | $78,210 | $0 | $23,251 | $0 | $523,110 | $0 | $7,988 | $0 |
| DONNA RICHARDSON | ||||||||||||||
| SR. VP MAJOR & PRINCIPAL GIFTS | $323,965 | $0 | $60,000 | $0 | $2,322 | $0 | $61,600 | $0 | $8,874 | $0 | $456,761 | $0 | $0 | $0 |
| EDWARD SCHOR | ||||||||||||||
| SR. VP/DIRECTOR PROGRAMS & PRTNSHIP | $301,885 | $0 | $15,462 | $0 | $19,711 | $0 | $32,708 | $0 | $30,145 | $0 | $399,911 | $0 | $0 | $0 |
| EILEEN WALSH | ||||||||||||||
| VP/DIRECTOR PROGRAMS & PARTNERSHIPS | $224,447 | $0 | $11,278 | $0 | $6,113 | $0 | $23,683 | $0 | $9,089 | $0 | $274,610 | $0 | $0 | $0 |
| ANDREW COPE | ||||||||||||||
| DIRECTOR OF MAJOR GIFTS | $174,001 | $0 | $14,420 | $0 | $559 | $0 | $19,467 | $0 | $31,678 | $0 | $240,125 | $0 | $0 | $0 |
| JAMES DEASY | ||||||||||||||
| DIRECTOR, MAJOR GIFTS | $172,464 | $0 | $14,258 | $0 | $2,045 | $0 | $19,335 | $0 | $34,520 | $0 | $242,622 | $0 | $0 | $0 |
| ANN ROSE | ||||||||||||||
| SENIOR DIRECTOR FOUNDATIONS | $167,059 | $0 | $13,843 | $0 | $817 | $0 | $18,688 | $0 | $28,817 | $0 | $229,224 | $0 | $0 | $0 |
| VICTORIA APPLEGATE | ||||||||||||||
| VP AUXILIARIES | $79,294 | $0 | $0 | $0 | $158,125 | $0 | $7,330 | $0 | $21,739 | $0 | $266,488 | $0 | $0 | $0 |
| JEAN GORMAN | ||||||||||||||
| DIRECTOR, GIFT PLANNING | $190,375 | $0 | $15,409 | $0 | $5,108 | $0 | $20,802 | $0 | $12,433 | $0 | $244,127 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | IN CONNECTION WITH THE RETIREMENT OF VICTORIA APPLEGATE, THE FORMER VICE PRESIDENT OF AUXILIARY RELATIONS, THE FOUNDATION AND MRS. APPLEGATE ENTERED INTO A SEPARATION AGREEMENT. THE SEPARATION AGREEMENT PROVIDED THAT, IN EXCHANGE FOR MRS. APPLEGATE'S RELEASE OF ALL CLAIMS, MRS. APPLEGATE WOULD RECEIVE A SEPARATION PAYMENT TOTALING $126,725. THE FOUNDATION OFFERS A 457(F) PLAN FOR SELECT MEMBERS OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. DURING 2015, THE CEO AND FOUR SR. VPS WERE ELIGIBLE FOR 457(F) CONTRIBUTIONS. THE TOTAL AMOUNT CONTRIBUTED TO THE PLAN FOR 2015, BUT NOT PAID OUT WAS $53,889. THE TOTAL AMOUNTS PAID OUT UNDER THE PLAN WERE $140,106 TO DAVID ALEXANDER (CEO), $11,854 TO BRIAN PERRONNE (SR VP DEVELOPMENT AND ADMINISTRATION) AND $6,208 TO ED SCHOR (SR VP PROGRAMS & PARTNERSHIPS). |
| PART I, LINE 7 | THE CEO, CFO AND SR. 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 PERCENTILE OF COMPENSATION AS PER SPECIFIC COMPENSATION SURVEYS. THE PERCENTAGE MAY VARY YEAR TO YEAR AS A RESULT OF THIS PROCESS. IT 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 | 86 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,591,884 | 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 | AUCTION ITEMS | Desc |
| Contribution | 102 | ContributionCnt |
| Noncash Contributions Rpt F990 | $42,981 | 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 | 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 DONORS WHO MADE CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 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 WHICH INCLUDE APPOINTING, REMOVING, OR AMENDING TERMS OF EMPLOYMENT OR ENGAGEMENT OF OFFICERS, AGENTS, AND KEY EMPLOYEES OF THE FOUNDATION; CHANGING THE LOCATION OF THE PRINCIPAL OFFICE OF THE FOUNDATION OR OTHERWISE EFFECTING CHANGES TO THE PRIMARY LOCATION FOR THE BOARD MEETINGS OR OPERATIONS; ADOPTING AND USING A CORPORATE SEAL AND/OR ALTERING THE FORM OF THE SEAL; AND BORROWING MONEY OR INCURRING INDEBTEDNESS. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE CHAIRMAN OF THE BOARD, THE PRESIDENT/CEO OF THE FOUNDATION, AND THE CHAIRS OF ALL OTHER STANDING COMMITTEES. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | CHRISTOPHER DAWES, DAVID ALEXANDER, J TAYLOR CRANDAL, LLOYD MINOR, AND MINDY ROGERS HAVE A BUSINESS RELATIONSHIP. DAVID ORR AND SUSAN ORR HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 CFO AND CEO ARE RESPONSIBLE FOR ENSURING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION HAS A COMPENSATION COMMITTEE COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH THE CEO, CFO OR ANY OF THE KEY EMPLOYEES. THE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION PHILOSOPHY FOR THE ORGANIZATION AND MEETS ANNUALLY TO SET THE SALARY FOR THE CEO AND CFO AND REVIEW AND APPROVE SALARIES FOR KEY EMPLOYEES. THE COMMITTEE HAS ENGAGED A THIRD PARTY INDEPENDENT COMPENSATION CONSULTANT TO ATTEND ITS ANNUAL MEETING THE LAST OF WHICH WAS HELD ON NOVEMBER 23, 2015. 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. |
| 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: | SALE OF DONATED SECURITIES 38,070. GRANT REFUNDS 27,150. |
Schedule R IRS990ScheduleR
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 | 0 | 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |