Investments & Finances

Form 990-PF

As a private foundation, the David and Lucile Packard Foundation files a Form 990-PF each year with the Internal Revenue Service. This tax return provides detailed financial data, a complete list of grants awarded, and other information about our activities. To review our recent Form 990-PFs, please click on one of the links below:

The Form 990-PF provides a way for interested parties to quickly review the business operations of a grantmaking foundation and assess how its resources are being directed.

The Form 990-PF typically contains information such as total amount of grants paid out by the foundation; a list of officers, directors, trustees and managers; compensation rates for the foundation’s highest paid employees; and administrative costs associated with foundation operations.

For information on how to read and understand the Form 990-PF in its entirety, visit one of the following links:

http://fdncenter.org/learn/demystify

http://www.irs.gov/charities/article/0,,id=96430,00.html

http://www.npccny.org/Form_990/990.htm

In addition, the Foundation also files a Form 990-T, an exempt organization business income tax return. To review our recent Form 990-T, please click on the link below: