David and Lucile Packard Foundation

The David and Lucile Packard Foundation is a US-based family foundation established in 1964 and guided by the enduring business philosophy and personal values of Lucile and David Packard, who helped found one of the world’s leading technology companies.

The David and Lucile Packard Foundation invests in effective organisations and leaders, collaborates with them to identify strategic solutions, and supports them over time to reach their common goals. It funds work domestically and around the world on the issues its founders cared about most: improving the lives of children, enabling the creative pursuit of science, advancing reproductive health, and conserving and restoring the Earth’s natural systems.

The David and Lucile Packard Foundation provided USD 122.9 million for development in 2018, all of which was related to its grant-making activities. See the methodological notes for details on the definitions and statistical methodologies applied.

Share
Embed code for this view
Copy code
Code copied!

In 2018, the Packard Foundation provided all of its funding bilaterally. One per cent was channelled through multilateral organisations (earmarked contributions).

Share
Embed code for this view
Copy code
Code copied!

In 2018, the Packard Foundation increased its total support (core and earmarked contributions) to multilateral organisations. It provided USD 1.3 million of gross development finance to the multilateral system. All of these non-core contributions were project related and earmarked to a specific theme and/or country (tight earmarking).

Share
Embed code for this view
Copy code
Code copied!

In 2018, the Packard Foundation’s total contribution to multilateral organisations was only allocated to the United Nations (UN), notably to the World Health Organization.

Share
Embed code for this view
Copy code
Code copied!

See the section on “Geographic and thematic focus” for the geographical and thematic breakdown of bilateral allocations earmarked through the multilateral development system.

Share
Embed code for this view
Copy code
Code copied!

Note: See the list of UN acronyms.

In 2018, the Packard Foundation increased its bilateral spending compared to the previous year, reaching USD 122.9 million (including earmarked contributions to multilateral organisations) – an increase of 1.3% in real terms from 2017. In terms of the Sustainable Development Goals (SDGs), the Packard Foundation focused most of its bilateral development finance on addressing the following goals of the UN 2030 Agenda: responsible consumption and production, climate action, and life on land.

Share
Embed code for this view
Copy code
Code copied!

Note: Finance for SDG 1 (No Poverty), SDG 10 (Reduced Inequalities) and SDG 17 (Partnerships) is considered cross-cutting among most reported activities.

In 2018, the Packard Foundation channelled its bilateral development finance mainly through non-governmental organisations and civil society (84%). Approximately 9.8% of bilateral development finance was channelled through universities, colleges or other teaching institutions, research institutes or think tanks.

Share
Embed code for this view
Copy code
Code copied!

Note: NGO: non-governmental organisation; PPP: public-private partnership.

In 2018, civil society organisations (CSOs) received USD 103.3 million of gross bilateral development finance. Thirty per cent of gross bilateral development finance was allocated to CSOs as core contributions and 70% was channelled through CSOs to implement projects initiated by the Packard Foundation (earmarked funding). Between 2017 and 2018, core and earmarked contributions to CSOs increased as a share of bilateral development finance, from 83.1% to 84%.

Share
Embed code for this view
Copy code
Code copied!

In 2018, USD 90.3 million of the Packard Foundation’s bilateral development finance (73.5%) was earmarked for specific projects, programmes and other activities, while the remaining 26.5% was extended for grantees’ general operating support. Of the earmarked funds, 81.8% were project-type interventions; 7.3% programme-level support; and 4.5% technical assistance, capacity building and similar activities. Expenditure in donor countries amounted to USD 5.8 million, mainly consisting of development awareness raising (6.3% of bilateral earmarked funds).

In 2018, the Packard Foundation’s bilateral development finance was primarily focused on Asia. USD 33.8 million was allocated to Asia, USD 13.1 million was allocated to Africa and USD 12.3 million to Latin America and the Caribbean, accounting respectively for 27.5%, 10.7% and 10% of gross bilateral development finance. Approximately 50.6% of gross bilateral development finance was unspecified by region in 2018.

Share
Embed code for this view
Copy code
Code copied!
Bilateral private development finance by recipient country

In 2018, 41.4% of gross bilateral development finance went to the Packard Foundation’s top 10 recipients. The share of gross bilateral development finance that was not allocated by country was 56.3%, mainly due to expenditure with a regional scope or unrestricted character.

Share
Embed code for this view
Copy code
Code copied!
Share
Embed code for this view
Copy code
Code copied!

In 2018, least developed countries received 10.7% of the Packard Foundation’s gross bilateral development finance (USD 13.2 million). The foundation allocated the highest share of gross bilateral development finance (19.3%) to lower middle-income countries, followed by upper-middle income countries in 2018, noting that 56.3% was unallocated by income group. The Packard Foundation allocated 1.2% of its gross bilateral development finance to small island developing states in 2018, equal to USD 1.5 million.

Share
Embed code for this view
Copy code
Code copied!

Note: LDC: least developed country; LMIC: lower middle-income country; UMIC: upper middle-income country; MADCTs: more advanced developing countries and territories.

Support to fragile contexts reached USD 13.6 million of gross bilateral development finance in 2018 (11% of gross bilateral development finance).

Share
Embed code for this view
Copy code
Code copied!

Note: The chart represents only gross bilateral private development finance that is allocated by country.

In 2018, most of the Packard Foundation’s bilateral development finance was allocated to social infrastructure and services. Investments in this area accounted for 28.7% of its bilateral development finance commitments (USD 35.3 million), with a strong focus on health and reproductive health (USD 32.5 million). Development finance for economic infrastructure and services totalled USD 29 million, with a focus on energy (USD 22.2 million). Bilateral contributions for general environmental protection (within multi-sector), amounted to USD 28.8 million (23.4% of bilateral development finance). Bilateral humanitarian aid amounted to USD 0.4 million (0.4% of bilateral development finance).

In 2018, the Packard Foundation also committed USD 52.6 million (44.9% of bilateral allocable development finance) to promote aid for trade and improve developing countries’ trade performance and integration into the world economy in 2018.

Share
Embed code for this view
Copy code
Code copied!

In 2018, the Packard Foundation committed 31.1% of its bilateral allocable development finance to gender equality and women’s empowerment, as either a principal or significant objective.1 This is equal to USD 36.4 million of bilateral development finance in support of gender equality. Out of this, the share of its bilateral allocable development finance committed to gender equality and women’s empowerment as a principal objective was 29.1%. A significantly higher share of interventions on social infrastructure and services addresses gender equality than those on economic infrastructure.

Share
Embed code for this view
Copy code
Code copied!

In 2018, the Packard Foundation committed 64% of its bilateral allocable development finance (USD 75 million) in support of the environment. USD 50 million focused on climate change as a principal or significant objective. The Packard Foundation has a greater focus on mitigation (37.8% in 2018) than on adaptation (33.3%).

Share
Embed code for this view
Copy code
Code copied!

Reporting to the OECD since 2018. The David and Lucile Packard Foundation has been sharing its commitment data with the OECD Development Co-operation Directorate since 2018. For charts and trends using disbursement data, commitments are used as a proxy for disbursements.

The methodological notes provide further details on the definitions and statistical methodologies applied, including core and earmarked contributions to multilateral organisations, the SDG focus of private development finance, channels of delivery, unspecified/unallocated allocations, the gender equality policy marker, and the environment markers.

← 1. The use of the recommended minimum criteria for the marker by some members in recent years can result in lower levels of development finance reported as being focused on gender equality.

Metadata, Legal and Rights

This document, as well as any data and map included herein, are without prejudice to the status of or sovereignty over any territory, to the delimitation of international frontiers and boundaries and to the name of any territory, city or area. Extracts from publications may be subject to additional disclaimers, which are set out in the complete version of the publication, available at the link provided.

https://doi.org/10.1787/2dcf1367-en

© OECD 2020

The use of this work, whether digital or print, is governed by the Terms and Conditions to be found at http://www.oecd.org/termsandconditions.