Investments Background and Philosophy
The Foundation’s investment objective is to earn above benchmark investment returns and grow the portfolio in order to provide significant, ongoing funds for current and future grantees.
Our audited consolidated financial statements include the financial activities of the David and Lucile Packard Foundation and our affiliate, the Monterey Bay Aquarium Research Institute (MBARI).
As a private foundation, we file a Form 990-PF each year with the Internal Revenue Service. This return provides detailed financial data, a complete list of grants awarded, and other information about our Foundation.