How We Operate

Investments & Finances

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.

Financial Statements

Our audited consolidating financial statements include the financial activities of the David and Lucile Packard Foundation and our affiliate, the Monterey Bay Aquarium Research Institute (MBARI).

Form 990-PF

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.