The David and Lucile Packard



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The David and Lucile Packard 

Foundation

Annual Report 




The David and Lucile Packard 

Foundation

Annual Report 





 Messages

 Susan Packard Orr, Chairman

 Richard T. Schlosberg III, President

 The Packard Foundation’s Investment in Leadership

 Science Program

 Population Program

 Population and Environment Initiative

 Conservation Program

 Children, Families, and Communities Program

 Arts Program

 Cross-Cutting Initiatives

 Organizational Effectiveness and Philanthropy Program

 Information for Applicants

 Foundation Directory

 Condensed Financial Statements 

 Index


Cover Photo: Dr. Krishna Foster, Assistant Professor of 

Physical Chemistry, California State University, Los Angeles 

and 

 Graduate Scholar



Table of Contents


The David and Lucile Packard Foundation 1

Statement 



The David and Lucile Packard Foundation was created in 



 by 

David Packard (

‒), co-founder of the Hewlett-Packard Company,

and Lucile Salter Packard (

‒).

The Foundation provides grants at the national and international level 

in the following program areas: Conservation; Population; Science;

Children, Families, and Communities; Arts; and Organizational

E

ffectiveness and Philanthropy. We also maintain a special focus on



San Mateo, Santa Clara, Santa Cruz, and Monterey Counties in

Northern California.

Now in our thirty-ninth year, we continue to be guided by the legacies 

of David and Lucile Packard and the core values they passed on to 

the Foundation—integrity, respect for all people, a belief in individual

leadership, an enduring commitment to e

ffectiveness, and the capacity

to think big.

The David and Lucile Packard

Foundation




2

The David and Lucile Packard Foundation

The challenges of the past year have had a profound impact on the Packard

Foundation and many of the nonprofit organizations we support. These

di



cult times have brought into sharp focus the essential role that lead-



ership plays in e

orts to strengthen communities, conserve the earth’s



resources, reduce population growth, and improve our quality of life

through scientific inquiry.

The belief in the power of leadership to motivate individuals and organ-

izations to greater purpose—in di

cult or abundant times—was a core



value deeply held by my mother and father, Lucile and David Packard.

They knew that individuals of talent, insight, and commitment can be

found in any corner of society and that leaders come in many forms.

Whether it is an organization with a novel approach to provide repro-

ductive health education to women and families, a scholar with the

determination to pursue graduate studies in the sciences, or a coalition

with the courage to address the conservation of critical habitats in 

the face of strenuous opposition, leadership can inspire change in our

communities, the nation, and the world.

Today, at the Foundation, this knowledge continues to guide our work.

It shapes our grantmaking, informs our planning, and spurs our pursuit 

of long-term solutions to deeply rooted, complex problems. As our non-

profit partners work to find solutions to the issues that a

ffect us, the

Packard Foundation will continue to support and promote their leader-

ship in the hope that these e

orts can build a better future for us all.



Susan Packard Orr

Chairman


Message from the Chairman


In a year of dramatic and unexpected change, we have worked at the

Packard Foundation to adapt to new circumstances, a

rm focus on our



core mission, and redouble e

orts to align and strengthen the e



ectiveness

of our programs.

To ensure that we advance our understanding of program impact, better

share knowledge and ideas, and integrate as much and as appropriately

as possible across programs, we hired new directors of evaluation and

communications and promoted a senior sta

ff member to lead cross-

cutting initiatives.

Within our programs, we questioned past assumptions and reached for

new learning. If this past year taught the world anything, it is that our

deepest challenges cut widely across cultures, geography, and spheres of

understanding. To be most e

ective in this new global community, we must



support organizations, leaders, and approaches that bridge those chasms.

In this light, it seems appropriate in the pages that follow to share our past

year with you through selected stories of leadership from our grantees.

Much of the credit for the growth and learning in our own organiza-

tion must be attributed to leadership from our own sta

. I continue to



learn from these capable and dedicated people. It is a pleasure and an

honor to work alongside them.

David Packard once said, “There can be no place for half-hearted inter-

est or half-hearted e

ort.” At the Packard Foundation, we are privileged



to invest all of our heart in this vital enterprise of improving lives and

protecting the earth—for today and tomorrow.

Richard T. Schlosberg III

President and CEO

The David and Lucile Packard Foundation 3

Message from the President




4

The David and Lucile Packard Foundation

Science Program

Dr. Krishna Foster, Assistant Professor of Physical Chemistry,

California State University, Los Angeles and 

 Graduate Scholar

Los Angeles, California



The David and Lucile Packard Foundation 5

The Packard Foundation’s 

Investment in Leadership

Science 


Program

In 


, Professor Wolfgang Ketterle of the Massachusetts Institute of

Technology received the Nobel Prize in Physics for his study of matter

at ultralow temperatures. Professor Ketterle’s discovery of a new state 

of matter—the Bose-Einstein condensate, in which atoms “sing in uni-

son”—was immediately hailed for its potential to revolutionize fields

such as precision measurement and nanotechnology.

As a 

 Packard Fellow in Science and Engineering, Professor Ketterle



was already immersed in the research that would eventually lead to his

recognition by the Nobel Committee. Now in its fifteenth year, the

Packard Fellows Program seeks out promising young researchers in the

fields of science and engineering to pursue innovative lines of scientific

inquiry and to inspire and train the next generation of young scientists

and engineers.

At the Packard Foundation, we embrace a belief in individual leader-

ship as one of our core values. The Nobel Committee’s recognition of

Dr. Ketterle’s achievement is a straightforward example, but in the

broadest sense all of our grantmaking is an endorsement of the power of

individuals—from all walks of life and from every corner of the globe—

to be leaders. Whether it is leading scientific discovery or prompting

social change, we also recognize from 

 years of experience that effective

leadership takes many forms and often emerges from surprising sources.

The Packard Fellows Program is just one of some recent examples we

would like to share with you.

Our support for educational programs to stimulate the scientific inter-

ests of young American Indian students and our targeted assistance 

to scientific scholars from Historically Black Colleges and Universities

(HBCUs) typifies another kind of leadership we support. Our goal is to

infuse the next generation of science leaders with individuals who have

traditionally been underrepresented in the scientific enterprise.



6

The David and Lucile Packard Foundation

Population Program

Margaret Crosby, Reproductive Freedom Project,

American Civil Liberties Union Foundation 

Sacramento, California




The David and Lucile Packard Foundation 7

Underwriting laboratories, equipment, and scholarships provides these

students with tools that can open up new realms of possible achievement

and spark previously unimaginable contributions.

“In high school, I was the only African-American female taking advanced

placement calculus,” recalls Dr. Krishna Foster, who earned her Ph.D. in

physical chemistry at the University of Colorado as a participant in the

Foundation’s Graduate Scholars Program. “As an undergraduate at

Spelman College, I took science classes for the first time with other

African-American women. Now as a science professional, it’s my job to

question reality, to ask what’s true, to think beyond what’s safe.”

The Science Program also continued its historic support of ocean science

through the Monterey Bay Aquarium Research Institute (MBARI).

Widely recognized as a leader in the area of oceanographic research,

MBARI provides a unique collaborative environment for scientists and

engineers to work together to develop innovative equipment, instrumen-

tation, and methods for traversing and measuring the deep ocean.

Over the years, Foundation grantees have frequently demonstrated their

eagerness to breach limiting conventions to achieve the greatest possible

impact. Our Population Program, which provides grants in eight focus

countries around the world—Ethiopia, India, Mexico, Myanmar, Nigeria,

Pakistan, the Philippines, and Sudan—recognizes the power of these

nonprofit partners to make a di

fference.


In 

, at Mexico’s Instituto de Liderazgo Simone de Beauvoir, young

women began training for prominent new roles in civic life. Through

comprehensive programs, the institute works to strengthen the leader-

ship capacities of young adults involved in directing civil, social, and 

cultural e

fforts. Intensive workshops also equip young advocates with the

skills to shape opinion, influence networks, and contribute to progressive

public discourse and policies on sexual and reproductive health and

rights—helping to transform a society strategically positioned to advance

reproductive rights throughout Latin America.

Population

Program



8

The David and Lucile Packard Foundation

Conservation Program

California Rangeland Trust, The Nature Conservancy,

and Sierra Business Council

Truckee, California




The David and Lucile Packard Foundation 9

Beyond this critically important e

ffort, our Population Program’s goal of

expanding reproductive health options has provided support for advo-

cates, service providers, health professionals, and researchers on five con-

tinents—thereby working with others to build the leadership base for

progress in reproductive health throughout the world.

Our support of the Public Health Institute has enabled established and

emerging leaders from our eight focus countries to participate in a three-

week course and a one-year a

ffiliation with the International Family

Planning Leadership Program, which is jointly funded by the Packard and

the Bill & Melinda Gates Foundations. During the course, Packard-Gates

fellows update their knowledge of family planning and reproductive

health, improve specific leadership skills, envision how they can use these

skills to make a di

fference in their countries, and develop and implement

team action plans to begin realizing that vision once they return home. At

the heart of this program lies a basic recognition of our shared humanity

and the necessity of learning from one another in order to achieve our

common goals.

Indeed, strategies employed to promote family planning and reproductive

health services and secure reproductive rights in one nation often help

inform and sharpen corresponding e

fforts elsewhere. By coming together to

share perspectives, brainstorm tactics, and build skills, the Packard-Gates

fellows return home more rigorously prepared to pursue their goals.

Ideas Leading to Action

Sometimes leadership arises in the leap from original thinking to transfor-

mative action. Our support for Ashoka, as a joint project of the Population

and Conservation Programs, is currently aiding a remarkable cadre of

social entrepreneurs in countries throughout the world who work with

their neighbors to put into practice compelling ideas to advance social

change. By providing these leaders with expert counsel on technical issues,

opportunities to network with like-minded associates, and a sustaining

stipend, Ashoka helps simultaneously advance environmental protection

and reproductive health.

Population 

and  

Environment



Initiative


10

The David and Lucile Packard Foundation

Conservation Program

Jay Caputo, Lunch Chef, Farallon Restaurant

Seafood Choices Campaign 

San Francisco, California




The David and Lucile Packard Foundation 11

The strategic dissemination of ideas and information plays a central role

in much of the work supported by our Conservation Program. We know

from grantmaking and monitoring over the years that scientific knowledge

shapes sound conservation policies and practices around the world—from

open space preservation in California to the cultivation of renewable energy

sources in China. Unfortunately, many scientific experts have inadequate

training or experience to communicate e

ffectively with the policymakers

and industry leaders whose decisions a

ffect the health of our planet.

To address this problem head-on, the Conservation Program is underwrit-

ing the work of the Aldo Leopold Leadership Program, a groundbreaking

e

ffort that trains top-level scientists working in biodiversity and critical



resource issues to e

ffectively inject the best scientific information into the

public policy debate. Fellows learn how to better communicate with the

media and the general public, testify before legislative bodies, and consult

with industry and government agencies. Following their extensive training

and experience in the field, the scientists return to their home institu-

tions—usually top universities in the United States—and pass on the

knowledge and skills they have acquired to their colleagues and students.

This type of intellectual leadership is essential in meeting our long-range

conservation goals. In other instances, such leadership comes from less

obvious sources. Our e

fforts to protect marine ecosystems and fisheries

have included support for the Seafood Choices Campaign, which is build-

ing on the success of a number of grantees to educate top chefs and other

food industry leaders about sustainable practices and seafood selection.

Not only have hundreds of stores and restaurants moved to provide 

sustainable seafood choices for consumers, but many chefs have become

trusted and vocal authorities for the news media and general public on

what to eat and why. Their leadership harnesses the power of the market-

place to advance an important conservation goal.

Conservation

Program



12

The David and Lucile Packard Foundation

Children, Families, and Communities Program

Lucile Salter Packard Children’s Hospital at Stanford

Palo Alto, California



The David and Lucile Packard Foundation 13

New Voices, New Leaders

Given the complex problems facing children in our rapidly changing socie-

ty, e


fforts to build strong families and sustain nurturing communities are

inseparable from e

ffective leadership.

In 


, our Children, Families, and Communities Program provided sup-

port to establish promising new avenues to expand quality out-of-school

time opportunities for children. With Foundation funding, the Action

Against Crime and Violence Education Fund: Fight Crime, Invest in Kids

Program has furthered public education and advocacy e

fforts in California

and nationwide to promote the preventive benefits of after-school pro-

grams. Using a novel strategy, Fight Crime has e

ffectively engaged more

than 


, sheriffs, police chiefs, prosecutors, and crime victims to speak

out on the importance of child care and after-school programs to give

young people the right start in life and avoid future costs associated with

crime and violence.

Armed with research and data that demonstrate the measurable societal

benefits of investing in children and youths, Fight Crime members gain

access to policymakers by virtue of their leadership in local communities.

Fight Crime California also works in concert with the Foundation

Consortium, as well as other organizations such as Children Now, the

California Council of Churches, and the California School-Age Consort-

ium, in a leadership role to educate stakeholders and the public about

these issues. Last year, these persistent e

fforts were victorious when an

additional 

 million in California budget funds were committed to

before- and after-school program expansion.

While building the base of national and statewide leadership, the

Foundation is also striving to cultivate new legions of community activists

within our local region—San Mateo, Santa Clara, Santa Cruz, and

Monterey Counties—particularly among young people. We know from

recent research that youths who regularly perform community service are

 percent less likely to engage in risky behaviors, such as vandalism, truan-

cy, drinking, and drug use. Beyond staving o

ff personal crises and family

Children, Families,

and Communities

Program



14

The David and Lucile Packard Foundation

Arts Program

Arts camp, Community School of Music and Arts

Mountain View, California



The David and Lucile Packard Foundation 15

catastrophe, the mobilization of young people endowed with a sense of

competence, belonging, and power inevitably proves an enormous asset to

our communities.

To this end, our support for the Volunteer Centers of Santa Cruz County

has underwritten an array of enterprising youth-led service and leadership

programs. In the past year, young people have teamed up on volunteer

e

fforts drawing more than  of their peers into projects such as painting



over gra

ffiti on public fences, cooking dinner for local homeless shelters,

and cleaning up city neighborhoods. In addition, these young leaders have

advocated successfully for the founding of a downtown teen center; organ-

ized public “Speak Outs” on juvenile justice, discrimination, and homo-

phobia; and presented a set of recommendations for reducing substance

abuse among local youths.

Finally, to ensure that children have access to the best possible health care,

the Foundation continued our long-term assistance to the Lucile Salter

Packard Children’s Hospital at Stanford. Our support for the Campaign

for Packard Children’s Hospital—administered through the Lucile Packard

Foundation for Children’s Health—reflects our commitment to sustaining

the hospital’s leadership role in providing medical diagnosis and treatment

to young people in California and around the world.

Training Tomorrow’s Leaders Today

Support for emerging leaders is an investment in the future. Our work to

foster sustained institutional leadership in the national and regional arts

communities has been a prime strategy of the Arts Program’s grantmaking

for nearly two decades.

Last year, the Arts Program contributed to the maturation of local leader-

ship in dance, music, drama, and visual arts institutions with grants to the

Management Center in San Francisco. By blending traditional university

arts management courses with a new values-based approach to leadership,

the Management Center teaches artists how to replicate the often elusive

Arts Program



16

The David and Lucile Packard Foundation

Arts Program

Kids ArtSunday, San Jose Museum of Art

San Jose, California



The David and Lucile Packard Foundation 17

qualities that result in institutional excellence and flexibility. Selected 

leaders receive training tailored to the demands of their disciplines and

constituencies, visit model arts groups in other parts of the country, and

work alongside mentors of national prominence. They are now better 

prepared to assist their performing companies and educational centers in

weathering the heights and depths of a roller coaster economy.

To bolster opportunities for arts professionals throughout the country, we

also made a series of grants to Chicago’s Columbia College for its work 

in the new field of Arts in Community Development. This lively mix of

disciplines can find professional artists working alongside young people to

design and paint a mural reflecting the encounter of di

ffering cultures in 

a changing community, or to write and produce an original drama that

speaks to a sudden neighborhood crisis or the latent potential of a com-

munity. This powerful nexus of artistic excellence and youthful commit-

ment has demonstrated its power to revitalize troubled communities. It is

also the training ground for a new generation of civic leaders who grasp

the power of the arts to articulate our hopes and fears and help realize 

our common dreams.

Leadership from Learning

E

ffective leaders are curious and adaptive—open to information and expe-



riences that may challenge their own beliefs or the conventional wisdom of

the time. Often they must press on in the face of strenuous opposition.

To extend the reach of new ideas in such a climate, the Packard Foundation

has sought to support institutions that enable leadership to flourish. In 

the area of cross-cutting initiatives, we partnered with the New America

Foundation to bring fresh voices to many of the crucial public policy

debates a

ffecting our society.

The New America Foundation provides financial and professional support

to young public intellectuals whose views do not fit squarely in one ideo-

logical camp or another. Recruited from journalism, business, the military,

Cross-Cutting

Initiatives 



18

The David and Lucile Packard Foundation

Organizational Effectiveness and Philanthropy Program

Leadership seminar, Interaction Institute

San Francisco, California



The David and Lucile Packard Foundation 19

scientific research centers, and environmental organizations, they pursue

an open-ended search for pragmatic solutions to our most pressing prob-

lems and write extensively on the issues. Their articles are then positioned

to reach decision makers through placement in major media outlets and

high-profile publications, such as The New York Times, The Atlantic Monthly,

and Foreign A

ffairs.


We understand that organizational leadership is an asset as vital to the

success of voluntary organizations as it is to businesses or government

agencies, and we recognize that nonprofit institutions face unique stresses.

Through our Organizational E

ffectiveness and Philanthropy (OEP)

Program, we seek to infuse the nonprofit sector with skilled profession-

alism, self-reflection, and entrepreneurial spirit equal to any sector in

American society.

Recent grants to Stanford University’s Graduate School of Business and

its Center for Social Innovation are underwriting the Executive Program

for Nonprofit Leaders—an intensive management course with participants

drawn from human services, health care, community development, and

education. Over two weeks, these nonprofit executives steep themselves 

in a curriculum based on recent research and management cases taught 

in Stanford’s core MBA program by Stanford Business School faculty.

Additional presentations cover the intricacies of nonprofit leadership and

governance; organizational vision, strategy, and marketing; and the cultiva-

tion of earned income sources.

The OEP Program also supported Portland State University’s Institute for

Nonprofit Management, where people of color are now training to assume

demanding new leadership roles within a voluntary sector beset by change.

Fellows join study groups, class discussions, team projects, and research

trips, furthering their own capabilities both within the nonprofit realm and

the larger community. Upon completion of the program, many graduates

enroll in advanced management courses, while taking on new responsibil-

ities as peer coaches for other individuals and organizations—a multifac-

eted strategy crafted to increase local leadership capital for years to come.

Organizational

E

ffectiveness 



and Philanthropy

Program



20

The David and Lucile Packard Foundation

Population Program

Women’s Planning Meeting of Pakistan 

Lahore, Pakistan



The David and Lucile Packard Foundation 21

More E


ffective Support for Tomorrow’s Leaders

Each of these profiles illustrates the ability of e

ffective leaders to mobilize

communities and improve lives, but these stories have also broadened and

enriched our ongoing conversation about leadership—and challenged us

to ask essential questions:

How can we better identify, recruit, train, and support the

next generation of leaders?

How can we best measure their impact and allocate our 

support appropriately?

How can we continue to learn from other individuals and

organizations—from other services and sectors—who share

our commitment to supporting leadership?

How can we support new models of leadership for tomorrow’s

more interconnected organizations?

We are encouraged that so many organizations committed to the health 

of the nonprofit and philanthropic sectors are exploring these issues 

of leadership. Working together to examine and refine the role that lead-

ership plays in all our e

fforts—both successes and missteps—can only



improve our chances of making a di

fference.

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