Our audited consolidated financial statements include the financial activities of the David and Lucile Packard Foundation and its affiliate, the Monterey Bay Aquarium Research Institute (MBARI). MBARI is an affiliate of the Foundation because the Foundation is its sole member, appoints its board of directors, and provides a substantial majority of its financial support.
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. 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. It 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. To review our recent Form 990-PFs, please click on one of the links below.
In addition, the Foundation also files a Form 990-T, an exempt organization business income tax return.
To review our recent Audited Consolidated Financial Statements, Form 990-PFs, or Form 990-T, please click on the links below.
2018
2018 Audited Consolidated and Individual Financial Statements
Form 990-PF
- 2018 Form 990-PF
- 2018 990-PF Extension
- Continuation of Part VII-B Line 5 C Expenditure Responsibility Statement
- Part XV Line 3a Grants and Contributions Paid During the Year
- Part XV Line 3b Grants Approved for Future Payment
- Form 2220
- Index of Statements
- 990-PF Statements 1-30
2017
2017 Audited Consolidated and Individual Financial Statements
Form 990-PF
- 2017 Form 990-PF
- 2017 990-PF Extensions
- Continuation of Part VII-B Line 5c Expenditure Responsibility Statement
- Part XV Line 3a Grants and Contributions Paid During the Year
- Part XV Line 3b Grants Approved for Future Payment
- Form 2220
- Index of Statements
- 990-PF Statements 1-33
2016
2016 Audited Consolidated and Individual Financial Statements
2016 990-PF
- 2016 Form 990-PF
- 2016 990-PF Extensions
- Form 2220
- Continuation of Part VII-B Line 5c Expenditure Responsibility Statement
- Part XV Line 3a Grants and Contributions Paid During the Year
- Part XV Line 3b Grants Approved for Future Payment
- Index of Statements
- 990-PF Statements 1-33
2015
2015 Audited Consolidating Financial Statements
2015 990-PF
- Form 990-PF
- 990-PF Extensions
- Form 2220
- Continuation of Part VII-B, Line 5c, Expenditure Responsibility Statement
- Part XV, Line 3a, Grants and Contributions Paid During the Year
- 2015 Part XV, Line 3b, Grants Approved for Future Payment
- Index of Statements
- 2015 Statements 1-33
2014
2014 Audited Consolidating Financial Statements
2014 990-PF
- Form 990-PF
- 990-PF Extensions
- Form 2220
- Continuation of Part VII-B, Line 5c, Expenditure Responsibility Statement
- Part XV, Line 3a, Grants and Contributions Paid During the Year
- 2014 Part XV, Line 3b, Grants Approved for Future Payment
- Index of Statements
- 2014 Statements 1-34
2013
2013 Audited Consolidating Financial Statements
2013 990-PF
- Form 990-PF
- 990-PF Extensions
- Form 2220
- Continuation of Part VII-B, Line 5c, Expenditure Responsibility Statement
- Part XV, Line 3a, Grants and Contributions Paid During the Year
- Part XV, Line 3b, Grants Approved for Future Payment
- Index of Statements
- Statements 1-33
2012
2012 Audited Consolidating Financial Statements
2012 990-PF
- Form 990-PF (PDF: 1.5 MB)
- 990-PF Extensions (PDF: 125 KB)
- Form 2220 (PDF: 136 KB)
- Part VII-B Expenditure Responsibility Statement (PDF: 382 KB)
- Part XV, Line 3a, Continuation of Grants and Contributions Paid During the Year (PDF: 349 KB)
- Part XV, Line 3b, Continuation of Grants and Contributions Approved for Future Payment (PDF: 157 KB)
- Index the Statements (PDF: 88 KB)
- Statements 1-33 (PDF: 123 KB)
2011
2011 Audited Consolidating Financial Statements
2011 990-PF
- Form 990 PF (PDF: 1.6 MB)
- Index (PDF: 90 KB)
- Statements 1-24 (PDF: 111 KB)
- Statement 25 (PDF: 412 KB)
- Statement 26-33 (PDF: 32 KB)
- 2011 Form 2220 (PDF: 136 KB)
- Depreciation and Amortization Report (PDF: 95 KB)
- Continuation Part IV Capital Gains and Losses (PDF: 110 KB)
- Continuation Part XV, Line 3A, Grants and Contributions Paid During the Year (PDF: 353 KB)
- Continuation Part XV, Line 3B, Grants and Contributions Approved for Future Payment (PDF: 163 KB)
2010
2010 Audited Consolidating Financial Statements
2010 990-PF
- Form 990-PF (PDF: 293 KB)
- Index (PDF: 14 KB)
- Statements 1-23 (PDF: 114 KB)
- Statement 24 (PDF 438 KB)
- Statements 25-28 (PDF: 26 KB)
- Statement 29 (PDF: 203 KB)
- Statement 30 (PDF: 50 KB)
- Statements 31-35 (PDF: 27 KB)
- Form 2220 (PDF: 137 KB)
- Form 8868 (PDF: 78 KB)
- Depreciation and Amortization Report (PDF: 59 KB)
- Continuation Part IV Capital Gains and Losses for Tax on Investment Income (PDF: 107 KB)
- Schedule B (PDF: 315 KB)
2009
2009 Audited Consolidating Financial Statements
2009 990-PF
- Form 990-PF (PDF: 291 KB)
- Index (PDF: 57 KB)
- Statements 1-21 (PDF: 119 KB)
- Statement 22 (PDF 455 KB)
- Statements 23-26 (PDF: 29 KB)
- Statement 27 (PDF: 217 KB)
- Statement 27(1) (PDF: 217 KB)
- Statement 28 (PDF: 66 KB)
- Statements 29-34 (PDF: 29 KB)
- Form 2220 (PDF: 143 KB)
- Form 8868 (PDF: 74 KB)
2008
2008 Audited Consolidating Financial Statements
2008 990-PF
- Form 990-PF (PDF: 380 KB)
- Index (PDF: 14 KB)
- Statements 1-19 (PDF: 43 KB)
- Statement 20 (PDF 514 KB)
- Statements 21-24 (PDF: 27 KB)
- Statement 25 (PDF: 236 KB)
- Statements 26 (PDF: 58 KB KB)
- Statements 27-32 (PDF: 29 KB)
- Form 2220 (PDF: 140 KB)
- Form 8868 (PDF: 92 KB)