LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH (EIN 77-0440090)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-08
- IRS object ID
- 201223139349301917
- Schema version
- 2011v1.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-08T16:15:17-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Second Street 1400 | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770440090 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lucile Packard Foundation for Children's | BusinessNameLine1 |
| Business Name Line2 | Health | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % KATHRYN COULBOURN | InCareOfName |
| Name Control | LUCI | NameControl |
| Phone | 6504978365 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Hamilton Avenue | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kathy Coulbourn | Name |
| Title | cfo | Title |
| Date Signed | 2012-11-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159635100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | David Alexander | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Hamilton Avenue | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 96363493 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.lpfch.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To elevate the priority of children's health and increase the quality and accessibility of children's health care through leadership and direct investment. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 79 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | -1911 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -911 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 27246669 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 56776864 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9571092 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10491468 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3045514 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4134275 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4439471 | OtherRevenuePriorYear |
| Other Revenue Current Year | 856006 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 44302746 | TotalRevenuePriorYear |
| Total Revenue Current Year | 72258613 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 31289078 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 63093075 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7952805 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8463393 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 22626 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 25700 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9061116 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4436848 | OtherExpensePriorYear |
| Other Expenses Current Year | 4327599 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 43701357 | TotalExpensesPriorYear |
| Total Expenses Current Year | 75909767 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 601389 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3651154 | RevenuesLessExpensesCY |
| Total Assets BOY | 217065920 | TotalAssetsBOY |
| Total Assets EOY | 205045264 | TotalAssetsEOY |
| Total Liabilities BOY | 86948795 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 85125470 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 130117125 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 119919794 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH IS TO ELEVATE THE PRIORITY OF CHILDREN'S HEALTH AND INCREASE THE QUALITY AND ACCESSIBILITY OF CHILDREN'S HEALTH CARE THROUGH LEADERSHIP AND DIRECT INVESTMENT. WE WORK IN ALIGNMENT WITH LUCILE PACKARD CHILDREN'S HOSPITAL AND THE CHILD HEALTH PROGRAMS OF STANFORD UNIVERSITY. OUR VISION IS THAT ALL CHILDREN IN THE COMMUNITIES WE SERVE ARE ABLE TO REACH THEIR MAXIMUM HEALTH POTENTIAL. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 5485384 | Expense |
| Grants | 5485384 | Grants |
| Revenue | 0 | Revenue |
| Description | Child Health Research Grants: The foundation provides grants to the pediatric programs at the Stanford School of Medicine and the Lucile Packard Children's Hospital to fund clinical programs, research, education, training, and facilities. The grants are funded by a grant received from the David and Lucile Packard Foundation between 2000 and 2004. The foundation oversees the disbursement of the Packard Foundation grant funds through independent review of the research programs. Any Foundation oversight expenses are paid for by the investment earnings on the original grant. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 57191890 | Expense |
| Grants | 57191890 | Grants |
| Revenue | 10491468 | Revenue |
| Description | Development: The foundation raises money to support the Lucile Packard Children's Hospital and the pediatric programs at the Stanford School of Medicine. One hundred percent of funds raised are transferred to the hospital and school of medicine on a monthly basis. In 2011, the foundation raised approximately $62 Million, including intentions to give and conditional pledges. The foundation is currently involved in a campaign to raise a total of $500 Million by 2013, of which $488 Million has been raised through the end of 2011. the campaign has three primary objectives: to raise money to fund a major expansion of the Children's Hospital facility, to endow research and training positions, and to support ongoing activities at the hospital and school. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2652022 | Expense |
| Grants | 415801 | Grants |
| Revenue | 0 | Revenue |
| Description | Foundation Programs: Through its Programs and Partnerships work, the Foundation seeks to improve the health and well being of children. The Foundation operates an extensive child health data site and also invests in programs that enhance the system of care for Children with Special Health Care Needs and their families. In 2011, the foundation invested approximately $2.65M in this area. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 65329296 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 59 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 79 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KATHRYN COULBOURN | NamePerson |
| Telephone Number | 6504978365 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HAMILTON AVENUE | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| David Alexander MD | ||||||||
| President & CEO | 40.0 | X | X | 570595 | 0 | 89045 | ||
| Constance Elaine Chambers | ||||||||
| Secretary | 1.0 | X | X | 0 | 0 | 0 | ||
| Harvey Cohen MD PhD | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| J Taylor Crandall | ||||||||
| Vice Chair & Treasurer | 1.0 | X | X | 0 | 0 | 0 | ||
| Christopher Dawes | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Gary Dillabough | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Keith Fox | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Ken Goldman | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Tessie Guillermo | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Cynthia Gunn | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Brad Koenig | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| John Kriewall | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Anne C Lawler | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Doug Mackenzie | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Susan P Orr | ||||||||
| Chair | 1.0 | X | X | 0 | 0 | 0 | ||
| Thad Padua MD FAAP | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| George Phipps | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Philip Pizzo MD | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Chris Schaepe | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Steven A Schroeder MD | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Boyd Smith | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| George Stil | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Antoinette Toni Paterson | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Kathy Coulbourn | ||||||||
| CFO | 32.0 | X | 191878 | 0 | 35220 | |||
| Linda Collier | ||||||||
| SR VP /Campaign Director | 40.0 | 342696 | 0 | 60245 | X | |||
| Brian Perronne | ||||||||
| SR VP Development and Admin | 40.0 | 330391 | 0 | 61166 | X | |||
| Eileen Walsh | ||||||||
| VP/Director Prgms & Prtnership | 40.0 | 212389 | 0 | 44108 | X | |||
| Victoria Applegate | ||||||||
| VP/Director Auxiliaries | 40.0 | 144019 | 0 | 45625 | X | |||
| Donna M Bandelloni | ||||||||
| Director of Gift Planning | 40.0 | 162603 | 0 | 47863 | X | |||
| Duncan Bugermeister | ||||||||
| Associate VP, Children's Fund | 40.0 | 152416 | 0 | 27182 | X | |||
| Andrew D Krackov | ||||||||
| Asst. VP Prgms & Prtnerships | 40.0 | 144870 | 0 | 37940 | X | |||
| Dana Pace | ||||||||
| Director of Major Gifts | 40.0 | 180035 | 0 | 32811 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2431892 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 481205 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PATSONS | |||||
| 970 STEWART DRIVE | SUNNYVALE | CA | 94085 | Printing | 386984 |
| VELIR STUDIOS | |||||
| 212 ELM STREET STE 401 | SOMERVILLE | MA | 02144 | Website Maintenance | 260023 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO BOX 10317 | UNIONDALE | NY | 115550317 | Investment | 237618 |
| KPMG LLP | |||||
| PO BOX 120001 | DALLAS | TX | 753120922 | Audit & Tax | 126387 |
| DATA MARKETING INC | |||||
| PO BOX 519 | SANTA CLARA | CA | 95052 | Marketing | 120935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Federated Campaigns | 10110 | FederatedCampaigns |
| Fundraising Events | 793579 | FundraisingEvents |
| All Other Contributions | 55973175 | AllOtherContributions |
| Noncash Contributions | 2159243 | NoncashContributions |
| Total Contributions | 56776864 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUNDRAISING REIMBURSEMENT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 10491468 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10491468 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10491468 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2023555 | TotalRevenueColumn |
| Exclusion | $2,023,555 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9450 | TotalRevenueColumn |
| Exclusion | $9,450 | ExclusionAmount |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 27491 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -27491 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -27491 | TotalRevenueColumn |
| Exclusion | -$27,491 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25717175 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23606455 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2110720 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2110720 | TotalRevenueColumn |
| Exclusion | $2,110,720 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 500026 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 793579 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 470934 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29092 | TotalRevenueColumn |
| Exclusion | $29,092 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME (LOSS) FROM INVESTMENT PARTNERSHIPS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 844955 | TotalRevenueColumn |
| Unrelated Business Revenue | -1911 | UnrelatedBusinessRevenue |
| Exclusion | $846,866 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 844955 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72258613 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10491468 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -1911 | UnrelatedBusinessRevenue |
| Exclusion | $4,992,192 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63093075 | Total |
| Program Services | 63093075 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1937735 | Total |
| Program Services | 418977 | ProgramServices |
| Management And General | 394990 | ManagementAndGeneral |
| Fundraising | 1123768 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5063053 | Total |
| Program Services | 655357 | ProgramServices |
| Management And General | 413244 | ManagementAndGeneral |
| Fundraising | 3994452 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337317 | Total |
| Program Services | 42696 | ProgramServices |
| Management And General | 28671 | ManagementAndGeneral |
| Fundraising | 265950 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 687204 | Total |
| Program Services | 89827 | ProgramServices |
| Management And General | 76079 | ManagementAndGeneral |
| Fundraising | 521298 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438084 | Total |
| Program Services | 63494 | ProgramServices |
| Management And General | 47094 | ManagementAndGeneral |
| Fundraising | 327496 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56485 | Total |
| Management And General | 9358 | ManagementAndGeneral |
| Fundraising | 47127 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126829 | Total |
| Management And General | 126554 | ManagementAndGeneral |
| Fundraising | 275 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25700 | Total |
| Fundraising | 25700 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142073 | Total |
| Management And General | 142073 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 956005 | Total |
| Program Services | 313978 | ProgramServices |
| Management And General | 31800 | ManagementAndGeneral |
| Fundraising | 610227 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 492400 | Total |
| Program Services | 166077 | ProgramServices |
| Fundraising | 326323 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 362503 | Total |
| Program Services | 24693 | ProgramServices |
| Management And General | 60848 | ManagementAndGeneral |
| Fundraising | 276962 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339650 | Total |
| Program Services | 185623 | ProgramServices |
| Management And General | 44626 | ManagementAndGeneral |
| Fundraising | 109401 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 915390 | Total |
| Program Services | 123024 | ProgramServices |
| Management And General | 88304 | ManagementAndGeneral |
| Fundraising | 704062 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90310 | Total |
| Program Services | 39179 | ProgramServices |
| Management And General | 7928 | ManagementAndGeneral |
| Fundraising | 43203 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46579 | Total |
| Program Services | 20885 | ProgramServices |
| Management And General | 6883 | ManagementAndGeneral |
| Fundraising | 18811 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158788 | Total |
| Program Services | 67758 | ProgramServices |
| Management And General | 9256 | ManagementAndGeneral |
| Fundraising | 81774 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52708 | Total |
| Program Services | 6789 | ProgramServices |
| Management And General | 23304 | ManagementAndGeneral |
| Fundraising | 22615 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING | 450621 | 124 | 513 | 449984 |
| PUBLICATIONS/SUBSCRIPTIONS | 29926 | 10763 | 4233 | 14930 |
| MEMBERSHIPS | 49045 | 1925 | 1791 | 45329 |
| MEALS | 31732 | 5052 | 1314 | 25366 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26555 | Total |
| Management And General | 492 | ManagementAndGeneral |
| Fundraising | 26063 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75909767 | Total |
| Program Services | 65329296 | ProgramServices |
| Management And General | 1519355 | ManagementAndGeneral |
| Fundraising | 9061116 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10573 | BOY |
| EOY | 33628 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12308281 | BOY |
| EOY | 13011858 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55301249 | BOY |
| EOY | 54084883 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 285980 | BOY |
| EOY | 46015 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 684850 | BOY |
| EOY | 684850 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214785 | BOY |
| EOY | 230352 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 816192 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 342801 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 391885 | BOY |
| EOY | 473391 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52074245 | BOY |
| EOY | 41446742 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95753168 | BOY |
| EOY | 94989034 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40904 | BOY |
| EOY | 44511 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217065920 | BOY |
| EOY | 205045264 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1472163 | BOY |
| EOY | 1493720 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1799240 | BOY |
| EOY | 1083587 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3239791 | BOY |
| EOY | 3700855 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80437601 | BOY |
| EOY | 78847308 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86948795 | BOY |
| EOY | 85125470 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99541587 | BOY |
| EOY | 94732374 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30575538 | BOY |
| EOY | 25187420 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130117125 | BOY |
| EOY | 119919794 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217065920 | BOY |
| EOY | 205045264 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3651154 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -6546177 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45244447 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 90103943 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18300906 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27246669 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56776864 | CurrentTaxYear |
| Total | 237672829 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45244447 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 90103943 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18300906 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27246669 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56776864 | CurrentTaxYear |
| Total | 237672829 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 46942032 | AmountsSubstContributorsTotal |
| Public Support Total170 | 190730797 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4901541 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6284230 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1608852 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1701282 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2852380 | CurrentTaxYear |
| Total | 17348285 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13093 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5795 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -30544 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -41954 | CurrentTaxYearMinus1Year |
| Current Tax Year | -1911 | CurrentTaxYear |
| Total | -55521 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 414406 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24521 | CurrentTaxYearMinus1Year |
| Current Tax Year | 500026 | CurrentTaxYear |
| Total | 938953 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 255904546 | TotalSupport |
| Gross Receipts From Admissions Etc | 43510273 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74532 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66258 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 65329296 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 65329296 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 2000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 15000 | CurrentYearMinus1 |
| Total | 15000 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 500000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 15000 | CurrentYearMinus1 |
| Total | 15000 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 99541587 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1824327 | InvestmentEarningsOrLosses |
| Other Expenditures | 2652022 | OtherExpenditures |
| Administrative Expenses | 332864 | AdministrativeExpenses |
| End Of Year Balance | 94732374 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 90886861 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 11093742 | InvestmentEarningsOrLosses |
| Other Expenditures | 2070791 | OtherExpenditures |
| Administrative Expenses | 368225 | AdministrativeExpenses |
| End Of Year Balance | 99541587 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78792816 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 15597235 | InvestmentEarningsOrLosses |
| Other Expenditures | 2837584 | OtherExpenditures |
| Administrative Expenses | 665606 | AdministrativeExpenses |
| End Of Year Balance | 90886861 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 112160276 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -28031697 | InvestmentEarningsOrLosses |
| Other Expenditures | 4321968 | OtherExpenditures |
| Administrative Expenses | 1013795 | AdministrativeExpenses |
| End Of Year Balance | 78792816 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 160969 | OtherCostOrOtherBasis |
| Depreciation | 33876 | Depreciation |
| Book Value | 127093 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 386244 | OtherCostOrOtherBasis |
| Depreciation | 172273 | Depreciation |
| Book Value | 213971 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 268979 | OtherCostOrOtherBasis |
| Depreciation | 136652 | Depreciation |
| Book Value | 132327 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 473391 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 38820345 | F |
| INTERNATIONAL EQUITY TRUSTS | 18092143 | F |
| FIXED INCOME FUNDS | 7861061 | F |
| REAL ASSET FUNDS | 17093664 | F |
| VENTURE CAPITAL/PRIVATE EQUITY | 13121821 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 94989034 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT | $515,310 |
| UNIVERSITY SCHOOL OF MEDICINE | $78,331,998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 78847308 | TotalOfAmounts |
| Total Revenue | 72258613 | TotalRevenue |
| Total Expenses | 75909767 | TotalExpenses |
| Excess Or Deficit For Year | -3651154 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3332087 | NetUnrealizedGLOnInvestments |
| Other | -$3,214,090 | OtherAmount |
| Total Adjustments | -6546177 | TotalAdjustments |
| Excess Or Deficit Per FS | -10197331 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8866807 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3332087 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 17400 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -3314687 | RevenueNotRptdF990 |
| Revenue Subtotal | 12181494 | RevenueSubtotal |
| Investment Expenses Not Included | 142073 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 59935046 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 60077119 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 72258613 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19064138 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 17400 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 17400 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19046738 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 142073 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 56720956 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 56863029 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 75909767 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Schedule D Part V line 4 | The Foundation uses its endowment to fund the costs of its foundation programs, including any grants, strategic contracts and underlying operating and administrative costs to support the activities. Schedule D Part XI Line 8 Net Income from Investment K-1's (3,189,059) Book-tax difference sale of securities (25,031) ----------- Total (3,214,090) | |
| SCHEDULE D PART XII LINE 4B | Funds Raised 53,467,732 Income from Investment K-1s 3,189,059 Uncollectible Pledges 3,224,132 Book-Tax Difference Sale of Securities 25,031 Reclass Special Event 29,092 ------------ Total 59,935,046 Schedule D Part XIII Line 4B Funds Raised 53,467,732 Uncollectible Pledges 3,224,132 Reclass Special Event 29,092 ------------ Total 56,720,956 The Foundation raises funds for the Lucile Packard Childrens Hospital (LPCH) and the pediatric programs at the Stanford School of Medicine (SOM). For purposes of the Foundations 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 Childrens Hospital and the Stanford School of Medicine. For the form 990, funds raised are treated as contribution revenue and funds transferred to Lucile Packard Children's Hospital and the Stanford School of Medicine are treated as grants expense. | |
| Part XIV Supplemental Information | 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. | FIN 48 (ASC 740) |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 22322211 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 22322211 | SubtotalAmountSpent |
| Total Amount Spent | 22322211 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 3 | Identifier |
| Explanation | The Foundation's disclosure in Part I, Line 3(1) reflects the domicile of certain investment entities which serve merely as the vehicle for the subsequent investing of funds and is not representative of the underlying geographical strategy of those investments. The Foundation's investments are fully diversified across asset classes, strategies and geographical regions. It adheres to an approved Statement of Investment Objectives and Policies and has in place a strategic asset allocation policy which allows it to achieve its short term financial and long term investment objectives. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | RUFFALO CODY | NameOfIndividual |
| Activity | PHONE PROGR AM | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 22380 | GrossReceipts |
| Amount Retained By Contractor | 25700 | AmountRetainedByContractor |
| Net To Organization | -3320 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 22380 | TotalGrossReceipts |
| Total Retained By Contractors | 25700 | TotalRetainedByContractors |
| Total Net To Organization | -3320 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 20 Anniv Celeb | NameOfEvent1 |
| Gross Receipts Event1 | 1161880 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 707814 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 454066 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 10181 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 122108 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 83321 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 92547 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 50313 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Summer Scamper | NameOfEvent2 |
| Gross Receipts Event2 | 131725 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 85765 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 45960 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 5500 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 1298 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 18257 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 3630 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 83779 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 1293605 | GrossReceiptsTotal |
| Charitable Contributions Total | 793579 | CharitableContributionsTotal |
| Gross Revenue Total Events | 500026 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 5500 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 11479 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 140365 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 86951 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 92547 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 134092 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 470934 | DirectExpenseSummaryEvents |
| Net Income Summary | 29092 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule G, Part I, Line 2b | Identifier |
| Explanation | The Foundation engages a third party professional fundraiser to call donors and solicit gifts from lists provided by the Foundation. In 2011, the fundraiser conducted a Fall "phone campaign." the goal of the phone campaign is not only to raise donations but also strengthen relationships and create long term donors. Phone campaigns target both current donors as well as lapsed donors. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| Board of Trustees of Leland Stanford JrUniversity | ||||||||||
| POBox 442553 | San Francisco | CA | 941444253 | 941156365 | 501(c)(3) | 43732 | 0 | N/A | N/A | Young Investigator Award - Children with Special Health Care Needs |
| California Pan-Ethnic Health Network | ||||||||||
| 654 13th Street | Oakland | CA | 94612 | 943306223 | 501(c)(3) | 9545 | 0 | N/A | N/A | Sharing Multicultural Health Data on California's |
| California Teacher's Assoc(California Fri Night | ||||||||||
| PO Box 5091 | Visalia | CA | 93278 | 942191905 | 501(c)(3) | 10000 | 0 | N/A | N/A | Telling the Story: What the Numbers Say About the Underaged |
| Central California Children's Institute | ||||||||||
| 4910 N Chestnut Ave | Fresno | CA | 937261852 | 946003272 | 501(c)(3) | 9983 | 0 | N/A | N/A | Fresno Southeast Asian Youth Data Improvement Project |
| Lucile Packard Children's Hosp & Stanford School | ||||||||||
| 725 Welch Road | Stanford | CA | 94305 | 770003859 | 501(c)(3) | 5485384 | 0 | N/A | N/A | Children's Health Initiative |
| Cleo Eulau Center for Children and Adolescents | ||||||||||
| 2483 Old Middlefield Way Ste 208 | Mountain View | CA | 94043 | 770393676 | 501(c)(3) | 10000 | 0 | N/A | N/A | Dissemination of Findings from LPFCH Grant |
| Contra Costa County Children & Family Services | ||||||||||
| 40 Douglas Drive | Martinez | CA | 94553 | 946000509 | county | 10000 | 0 | N/A | N/A | Developing Vital Community Partnerships Through Data Sharing |
| Family Voices Inc | ||||||||||
| 3701 San Mateo Blvd NE Ste 200 | Albuquerque | NM | 87110 | 850430800 | 501(c)(3) | 28500 | 0 | N/A | N/A | CSHCN Grants - Strategic Planning Board Retreat & Meeting |
| Interactive Parenting Media | ||||||||||
| 221 Oak Street Ste B | Oakland | CA | 94607 | 260098527 | 501(c)(3) | 15000 | 0 | N/A | N/A | Childhood Matters & Ninos Radio Shows |
| LA County Education Foundation(Early Identificatio | ||||||||||
| 9300 Imperial Hwy R106 | Downey | CA | 902422890 | 954592684 | 501(c)(3) | 10000 | 0 | N/A | N/A | Using Data to Improve Early Identification & Intervention for Young Children |
| Lucile Packard Children's Hosp & Stanford School | ||||||||||
| 725 Welch Road | Stanford | CA | 94305 | 941156365 | 501(c)(3) | 57191890 | 0 | N/A | N/A | Children's Health |
| Lucile Packard Children's Hospital | ||||||||||
| 725 Welch Road | Stanford | CA | 94305 | 770003859 | 501(c)(3) | 19031 | 0 | N/A | N/A | Children's Heatlh |
| National Initiative for Children's Healthcare Qual | ||||||||||
| 30 Winter St 6th Fl | Boston | MA | 021084720 | 010647374 | 501(c)(3) | 14157 | 0 | N/A | N/A | Pediatric Medical Education Learning Collaborative |
| Northern California Education Television Assoc | ||||||||||
| 603 N Market Steet | Redding | CA | 96003 | 941569300 | 501(c)(3) | 10000 | 0 | N/A | N/A | Creating Healthy Habits |
| Public Health Institute | ||||||||||
| 555 12th St 10th Fl | Oakland | CA | 94607 | 941646278 | 501(c)(3) | 10000 | 0 | N/A | N/A | Health Status of Rural Latino Youth in California |
| Redwood Community Health Coalition | ||||||||||
| 1310 Redwood Way St 135 | Petaluma | CA | 94954 | 943220029 | 501(c)(3) | 10000 | 0 | N/A | N/A | Improving Health Coverage & Access for Children - iCare About |
| San Joaquin Community Data Co-op | ||||||||||
| 900 E Oak St Ste 310 | Stockton | CA | 95202 | 680453459 | 501(c)(3) | 10000 | 0 | N/A | N/A | Children's Health Indicators in Stockton: Building |
| Santa Barbara County Dept of Social Services | ||||||||||
| 2125 SCenterpointe Parkway | Santa Maria | CA | 93455 | 956002833 | county | 9500 | 0 | N/A | N/A | State of the Children Print Publication |
| Shasta County Health & Human Services Agency | ||||||||||
| Public Health Branch - 2650 Breslau | Redding | CA | 96001 | 946000535 | county | 10000 | 0 | N/A | N/A | Increasing Childhood Immunization Rates in Shasta |
| Stanford University | ||||||||||
| 1265 Welch Road | Stanford | CA | 94305 | 770003859 | 501(c)(3) | 125000 | 0 | N/A | N/A | For Stanford's Clinical Excellence Research Ctr |
| The Children's Initiative | ||||||||||
| 4438 Ingraham Street | San Diego | CA | 92109 | 770587835 | 501(c)(3) | 10000 | 0 | N/A | N/A | San Diego County Report Card on Children & Families |
| The Health Trust | ||||||||||
| 2105 S Bascom Ave Ste 220 | Campbell | CA | 95008 | 946050231 | 501(c)(3) | 10000 | 0 | N/A | N/A | Using Oral Health Data for Health Promotion & Advocacy |
| YMCA of Silicon Valley | ||||||||||
| 1922 The Alameda 3rd Fl | San Jose | CA | 95126 | 941156318 | 501(c)(3) | 10000 | 0 | N/A | N/A | Summer Camps for Children with Diabetes |
| Youth Leadership Institute | ||||||||||
| 246 First St Ste 400 | San Francisco | CA | 94105 | 680184712 | 501(c)(3) | 9460 | 0 | N/A | N/A | Using KidsData to Deepen & Further Youth-Adult Community |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 24 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I PART IV, Part I, Line 2 | Identifier |
| Explanation | Project funding is based on proposals submitted by organizations. Decisions are made after staff analysis of the organization's expertise, proposed goals and objectives, and proposed costs. Milestones and deliverables are established during the review process. All major investments are approved by the board of directors. Foundation staff monitor progress to ensure that all outcomes and deliverables are completed. The Foundation also has a fundraising department whose primary objective is to raise philanthropic gifts for the Lucile Packard Childrens 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 communications with the School and Hospital to ensure that donor intent is respected. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Alexander MD | |||||||||||||
| 461578 | 0 | 90467 | 0 | 18550 | 0 | 57194 | 0 | 31851 | 0 | 659640 | 0 | 0 | 0 |
| Kathy Coulbourn | |||||||||||||
| 182106 | 0 | 9200 | 0 | 572 | 0 | 19319 | 0 | 15901 | 0 | 227098 | 0 | 0 | 0 |
| Linda Collier | |||||||||||||
| 293069 | 0 | 14790 | 0 | 34837 | 0 | 24500 | 0 | 35745 | 0 | 402941 | 0 | 0 | 0 |
| Brian Perronne | |||||||||||||
| 278559 | 0 | 43722 | 0 | 8110 | 0 | 33686 | 0 | 27480 | 0 | 391557 | 0 | 0 | 0 |
| Eileen Walsh | |||||||||||||
| 198513 | 0 | 11098 | 0 | 2778 | 0 | 21150 | 0 | 22958 | 0 | 256497 | 0 | 0 | 0 |
| Victoria Applegate | |||||||||||||
| 130777 | 0 | 6768 | 0 | 6474 | 0 | 14582 | 0 | 31043 | 0 | 189644 | 0 | 0 | 0 |
| Donna M Bandelloni | |||||||||||||
| 157931 | 0 | 3263 | 0 | 1409 | 0 | 16642 | 0 | 31221 | 0 | 210466 | 0 | 0 | 0 |
| Duncan Bugermeister | |||||||||||||
| 147365 | 0 | 3012 | 0 | 2039 | 0 | 7767 | 0 | 19415 | 0 | 179598 | 0 | 0 | 0 |
| Andrew D Krackov | |||||||||||||
| 141656 | 0 | 2923 | 0 | 291 | 0 | 14909 | 0 | 23031 | 0 | 182810 | 0 | 0 | 0 |
| Dana Pace | |||||||||||||
| 165841 | 0 | 13395 | 0 | 799 | 0 | 17315 | 0 | 15496 | 0 | 212846 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule J Line 1a | One Sr. VP is being paid a housing allowance as part of her original employment contract (she was one of the foundations first employees recruited from Stanford development). The allowance is included in her W-2 income. Payment of the allowance will terminate in 2012. We do not provide a housing allowance to any other officers or directors. Furthermore, we have no policy to do so. |
| Schedule J Line 4b | The Foundation adopted a 457(f) plan for select members of management or highly compensated employees. During 2011 the CEO and two Sr. VPs were eligible for 457(f) contributions. The total amount contributed to the plan for 2011, but not paid out, was $41,880. The total amount paid out under the plan in 2011 was $6,559, paid to Linda Collier. |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| DAVID ALEXANDER | ||||||
| HOUSING ASSISTANCE | X | $600,000 | 604850 | false | true | true |
| DAVID ALEXANDER | ||||||
| HOUSING ASSISTANCE | X | $80,000 | 80000 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 684850 | TotalBalanceDue |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 77 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2150603 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Sporting apparel | 2 | 5500 | Retail Value |
| X | Food/Gift Cards | 2 | 3140 | Retail Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE M, PART I, COLUMN B | THE NUMBER OF CONTRIBUTIONS WAS DETERMINED BASED ON THE NUMBER OF DONORS WHO MADE CONTRIBUTIONS. |
| SCHEDULE M, PART I, LINE 32B | USE OF THIRD PARTY THE FOUNDATION USES THE SERVICES OF A BROKER TO SELL DONATED SECURITIES. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part III, Program Services | As described in the Form 990, Part III, the Foundation is engaged in child health research, programs that seek to enhance the system of care for children with special health care needs, and the provision of public information and education. In addition, a substantial amount of the Foundations activities are focused on fundraising, through which the Foundation raises gifts and grants exclusively for the Lucile Packard Childrens Hospital at Stanford and the pediatric programs of the Stanford School of Medicine. Two points help to clarify the understanding of the Foundations Form 990: 1) The fundraising program represents a key part of the Foundations mission and is a major cost component, involving a significant percentage of employees time and effort. The Foundation, therefore, has a larger administrative and financial infrastructure than would be the case if it operated only a grantmaking program. 2)The Foundations fundraising role also affects the list of highest paid individuals on Part VII of the Form 990 and the Schedule J. The fundraising portion of these salaries is fully paid by the benefiting institutions. The non-fundraising portion is funded by the endowment. All salaries are in line with local market rates in grantmaking and fundraising. |
| Form 990, Part VI, Section A, Line 2 | J Taylor Crandall and George Phipps, business relationship Chris Schaepe and Ken Goldman, business relationship |
| Form 990, Part VI, Section A, Line 11A | Prior to filing with the Internal Revenue Service, the Form 990 is reviewed and approved for filing by a joint meeting of the Executive Committee of the board and the Audit Committee. Two weeks prior to this meeting, a copy of the completed form 990 is distributed to the full board. Any member of the board is welcome to attend the joint meeting and to contribute comments or questions. Form 990, Part VI, Section B, Line 12C Directors, officers, and key employees ("key persons") are required to review the conflict of interest policy on an annual basis and to disclose all real and potential conflicts of interest. Key persons are required to confirm that they have reviewed the policy by signing that they have done so, even if no conflicts are disclosed. In addition, key persons are required to disclose real or apparent conflicts at the time when such conflicts come up for discussion by the board, a board committee, or staff. Key persons with conflicts are required to recuse themselves from related discussions and decisions. The Foundation's CFO and CEO are responsible for ensuring compliance with the Conflict of Interest Policy. |
| Form 990, Part VI, Section B, Line 15 | THE FOUNDATION HAS A COMPENSATION COMMITTEE COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH THE CEO, CFO OR ANY OF THE KEY EMPLOYEES. THE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION PHILOSOPHY FOR THE ORGANIZATION. IT ALSO MEETS ANNUALLY TO SET THE SALARY FOR THE CEO AND CFO AND REVIEW AND APPROVE SALARIES FOR KEY EMPLOYEES. THIS MEETING WAS LAST HELD ON NOVEMBER 14, 2011. 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 5 Net Unrealized Gains (3,332,087) Net Income from Investment K-1s (3,189,059) Book-Tax Difference Sale of Securities (25,031) ----------- Other Changes in Net Assets (6,546,177) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| The Roth Auxiliary for Children | ||||||||||
| 400 Hamilton Avenue Suite 340 | Palo Alto | CA | 94301 | 770213518 | FUNDRAISING | CA | 501(c)(3) | 509(a)(3) | LPFCH | false |
| The Charter Auxiliary for Children | ||||||||||
| 400 Hamilton Avenue Suite 340 | Palo Alto | CA | 94301 | 237062243 | Fundraising | CA | 501(c)(3) | 509(a)(3) | LPFCH | false |
| The San Jose Auxiliary for Children | ||||||||||
| 1362 Lincoln Avenue | San Jose | CA | 95125 | 946100771 | Fundraising | CA | 501(c)(3) | 509(a)(3) | LPFCH | false |
| The San Francisco Auxiliary for Children | ||||||||||
| 400 Hamilton Ave Suite 340 | Palo Alto | CA | 94301 | 943240879 | Fundraising | CA | 501(c)(3) | 509(A)(3) | LPFCH | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trust (8) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | Trust | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | Trust | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |