NEUBAUER FAMILY CHARITABLE TRUST: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NEUBAUER FAMILY CHARITABLE TRUST (EIN 81-3609752)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349307126
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:52:59+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W March lane Ste 200 | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813609752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBAUER FAMILY CHARITABLE TRUST CO SILICON VALLEY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEUB | BusinessNameControlTxt |
| Phone | 6504505400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 Castro Street 140 | AddressLine1Txt |
| City | Mountain View | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH NEUBAUER | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 6504505400 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH NEUBAUER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 Castro Street 140 | AddressLine1Txt |
| City | Mountain View | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,519,990 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | To make grants in support of charitable and educational activities | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $338,743 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,085,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,085,000 | PYTotalRevenueAmt |
| CY Total Revenue | $0 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,245,960 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,325,536 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $645,420 | PYOtherExpensesAmt |
| CY Other Expenses | $449,179 | CYOtherExpensesAmt |
| PY Total Expenses | $11,891,380 | PYTotalExpensesAmt |
| CY Total Expenses | $9,774,715 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,806,380 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,774,715 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $311,618,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $296,320,504 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,755 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,000,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $311,604,764 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $294,320,504 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To make grants in support of charitable and educational activities | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,904,916 | ExpenseAmt |
| Grant | $4,838,101 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Higher Education | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,957,104 | ExpenseAmt |
| Grant | $3,903,200 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Arts & Culture | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $354,834 | ExpenseAmt |
| Grant | $350,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | General Nonprofit Support | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $237,469 | ExpenseAmt |
| Grant | $234,235 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Other | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $237,469 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $234,235 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $9,454,323 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH A CAREY EVP OF FINANCE & OPERATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6504505400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 CASTRO STREET SUITE 140 | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Elizabeth Carey | |||||||
| Treasurer (as of 12/23) | 0.5 | 40.0 | Yes (X) | Yes (X) | $0 | $530,196 | $65,778 |
| Gina Daima | |||||||
| Secretary (Thru 12/23) | 0.5 | 40.0 | Yes (X) | Yes (X) | $0 | $454,903 | $67,599 |
| Joseph Neubauer | |||||||
| Chairman | 0.5 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Judi Powell | |||||||
| Treasurer (Thru 10/23) | 0.5 | 40.0 | Yes (X) | Yes (X) | $0 | $317,613 | $56,497 |
| Nicole Taylor | |||||||
| Secretary (as of 10/23) | 0.5 | 40.0 | Yes (X) | Yes (X) | $0 | $1,110,573 | $86,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,413,285 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $276,491 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILICON VALLEY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 CASTRO STREET Suite 140 | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT FEE | ServicesDesc |
| Compensation | $257,575 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,519,990 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,519,990 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,325,536 | TotalAmt |
| Program Services | $9,325,536 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,575 | TotalAmt |
| Program Services | $128,787 | ProgramServicesAmt |
| Management And General | $128,788 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,343 | TotalAmt |
| Management And General | $44,343 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,446 | TotalAmt |
| Management And General | $8,446 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income Taxes | Desc |
| Total | $138,815 | TotalAmt |
| Management And General | $138,815 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,774,715 | TotalAmt |
| Program Services | $9,454,323 | ProgramServicesAmt |
| Management And General | $320,392 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,454 | BOYAmt |
| EOY | $2,024,974 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,325,065 | BOYAmt |
| EOY | $294,295,530 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,618,519 | BOYAmt |
| EOY | $296,320,504 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,755 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,755 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,604,764 | BOYAmt |
| EOY | $294,320,504 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,604,764 | BOYAmt |
| EOY | $294,320,504 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,618,519 | BOYAmt |
| EOY | $296,320,504 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$9,774,715 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,509,545 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVCF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205205488 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I, Line 12g(i) | "SVCF" IS AN ABBREVIATION FOR SILICON VALLEY COMMUNITY FOUNDATION. |
| Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name | THE CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS ARE DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1) OR (2) OF THE CODE, INCLUDING SILICON VALLEY COMMUNITY FOUNDATION ("SVCF"), THAT (A) ENGAGE IN CHARITABLE ACTIVITIES THAT ARE CONSISTENT WITH THE CHARITABLE PURPOSES OF THE SVCF, AND (B) ARE NOT CONTROLLED DIRECTLY OR INDIRECTLY BY A DONOR TO THIS TRUST OR ANY RELATED PARTY TO SUCH DONOR WITHIN THE MEANING OF CODE SECTION 509(F)(2). |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Limited Partnerships | Desc |
| Book Value | $294,295,530 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $294,295,530 | TotalBookValueSecuritiesAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$7,509,545 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,947,856 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$6,947,856 | RevenueNotReportedAmt |
| Revenue Subtotal | -$561,689 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $561,689 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $561,689 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,774,715 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,774,715 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $561,689 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $561,689 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,336,404 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | The Trust is a tax-exempt organization and is not subject to federal or state income taxes, except on unrelated business income, in accordance with Section 501(a) of the Internal Revenue Code. Unrelated business income tax, if any, is immaterial and no tax provision has been made in the accompanying financial statements. The Trust does not have any material uncertain tax positions and files informational tax returns in the U.S. federal and California jurisdictions. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| University of Chicago | ||||||||
| 5235 South Harper Court | Chicago | IL | 60615 | 362177139 | 501(C)(3) | $2,539,611 | Education | |
| Calder Gardens | ||||||||
| 2025 Benjamin Franklin Parkway | Philadelphia | PA | 19130 | 852458469 | 501(C)(3) | $2,000,000 | Arts & Culture | |
| Metropolitan Opera Association Inc | ||||||||
| 30 Lincoln Center Plaza | New York | NY | 10023 | 131624087 | 501(C)(3) | $1,000,000 | Arts & Culture | |
| Trustees of Tufts College | ||||||||
| Ballou Hall | Medford | MA | 02155 | 042103634 | 501(C)(3) | $806,824 | Education | |
| Philadelphia Academy of School Leaders | ||||||||
| 230 South Broad Street | Philadelphia | PA | 19102 | 825484855 | 501(C)(3) | $575,000 | Education | |
| WHYY Inc | ||||||||
| 150 North 6th Street | Philadelphia | PA | 19106 | 231438083 | 501(C)(3) | $500,000 | Arts & Culture | |
| American Friends of the Hebrew University Inc | ||||||||
| One Battery Park Plaza | New York | NY | 10004 | 131568923 | 501(C)(3) | $400,000 | Education | |
| American Friends of The Tel Aviv University Inc | ||||||||
| 39 Broadway | New York | NY | 10006 | 131996126 | 501(C)(3) | $300,000 | Education | |
| Lehigh Valley Public Telecommunications Corp | ||||||||
| 839 Sesame Street | Bethlehem | PA | 18015 | 231642883 | 501(C)(3) | $287,500 | Arts & Culture | |
| Philadelphia Soccer 2026 | ||||||||
| 1601 MARKET STREET | Philadelphia | PA | 19103 | 852780565 | 501(C)(3) | $200,000 | General Nonprofit Support | SUITE 200 |
| Philadelphia Futures | ||||||||
| 123 South Broad Street | Philadelphia | PA | 19109 | 231365983 | 501(C)(3) | $166,666 | Education | |
| Auschwitz-Birkenau Memorial Foundation | ||||||||
| 483 10th Avenue | New York | NY | 10018 | 461411164 | 501(C)(3) | $150,000 | General Nonprofit Support | |
| Project Home | ||||||||
| 1515 Fairmount Avenue | Philadelphia | PA | 19130 | 232555950 | 501(C)(3) | $120,000 | Human Services | |
| Philadelphia Museum of Art | ||||||||
| 2600 Benjamin Franklin Parkway | Philadelphia | PA | 19130 | 231365388 | 501(C)(3) | $65,700 | Arts & Culture | |
| Youth Empowerment for Advancement Hangout | ||||||||
| 5257 Walton Ave | Philadelphia | PA | 19143 | 832607046 | 501(C)(3) | $60,000 | Youth Development | |
| Partnership for Policing Innovation and Reform | ||||||||
| 5409 Overseas Hightway | Marathon | FL | 33050 | 863949118 | 501(C)(3) | $54,235 | Public Safety | |
| La Salle University | ||||||||
| 1900 West Olney Avenue | Philadelphia | PA | 19141 | 231352654 | 501(C)(3) | $50,000 | Education | |
| Center for Curatorial Leadership | ||||||||
| 174 East 80th Street | New York | NY | 10075 | 462027985 | 501(C)(3) | $50,000 | Arts & Culture | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Grants to 501(c)(3) organizations: by accepting the grants, grantees must agree to the following stipulations: - All grant funds, and income earned on those funds, must be spent only for charitable, religious, Scientific, literary or educational purposes. - Individuals connected with the grant recommendation will receive no benefits, goods or services in exchange for the grant. - The grant will not be used to satisfy the payment of a pre-existing personal pledge or other financial obligation. - The grant will be used solely for the purposes specified in the grant award letter and is not for the personal benefit of an individual. - Any funds not used for the purposes specified in the award letter will be returned to the organization. - Some grantees may receive a formal grant agreement, depending on the size and complexity of the grant and must sign a grant agreement that stipulates that the grantee will send to the community foundation a report on the use of the granted funds one year following the receipt of the grant. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nicole Taylor | ||||||||||||||
| Secretary (as of 10/23) | $0 | $985,573 | $0 | $34,407 | $0 | $90,593 | $0 | $55,500 | $0 | $31,117 | $0 | $1,197,190 | $0 | $0 |
| Elizabeth Carey | ||||||||||||||
| Treasurer (as of 12/23) | $0 | $506,196 | $0 | $24,000 | $0 | $0 | $0 | $43,855 | $0 | $21,923 | $0 | $595,974 | $0 | $0 |
| Gina Daima | ||||||||||||||
| Secretary (Thru 12/23) | $0 | $435,350 | $0 | $0 | $0 | $19,553 | $0 | $34,700 | $0 | $32,899 | $0 | $522,502 | $0 | $0 |
| Judi Powell | ||||||||||||||
| Treasurer (Thru 10/23) | $0 | $317,613 | $0 | $0 | $0 | $0 | $0 | $32,660 | $0 | $23,837 | $0 | $374,110 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Gina Dalma received a severance during the year. The terms of the agreement are subject to a confidentiality agreement and will be provided to the IRS upon request. |
| Schedule J, Part II Reported Salaries | This section includes salaries of Silicon Valley Community Foundation executives who are board members of Neubauer Family Charitable Trust. These salaries are not paid by Neubauer Family Charitable Trust, and are only listed because Silicon Valley Community Foundation is a related organization. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 237,469 including grants of $ 234,235)(Revenue $ 0) Other |
| Form 990, Part VI, Line 15 | NEUBAUER FAMILY CHARITABLE TRUST HAS NO EMPLOYEES. THE COMPENSATION OF THE EMPLOYEES OF THE SILICON VALLEY COMMUNITY FOUNDATION IS SUBJECT TO THE NORMAL REVIEW AND APPROVAL PROCESS OF THE COMMUNITY FOUNDATION. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | G. Dalma, J. Powell, N. Taylor and E. Carey - Business relationship |
| Form 990, Part VI, Line 3 Delegation of management duties | The employees of Silicon Valley community foundation, the supported exempt organization, performed the day-to-day operations of Neubauer family charitable trust. The community foundation was reimbursed for these services. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | The Trust's sole member is Silicon Valley Community Foundation, a California nonprofit corporation. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The sole member, Silicon Valley Community Foundation, has the power to elect two Class A trustees. |
| Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body | There are no committees with the Authority to act on behalf of the governing body. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The form 990 is placed on a secured web site or sent by email for the governing body to review and comment on. Review is verified by email. |
| Form 990, Part VI, Line 12c Conflict of interest policy | In connection with any actual or possible conflict of interest, an interested person must disclose to the governing board on an annual basis through the "990 and conflict of interest" questionnaire and upon discovery of a potential conflict within 30 days. Via the questionnaires, provided by the executive vice president of finance and operations, the interested person must disclose a list of offices and directorships he or she holds in charitable and business organizations and to identify his or her place of employment or principal business activity as well as the organizations, corporations and other businesses with which each person and his or her spouse or other relative may be affiliated. After disclosure by the interested person of all related financial interests and all related material facts, the board will discuss and make a determination if a conflict of interest exists. In the event the organization is considering a procurement of services from an organization in which an interested person is an officer, director, or is employed, the interested person shall so inform the governing board of the conflict. The interested person may be present during the deliberation to answer questions, but must recuse himself/herself from voting on the procurement. |
| Form 990, Part VI, Line 19 Required documents available to the public | The audited financial statements and governing/organization documents can be reviewed in the office on a CD through email upon request. The conflict of interest policy is not made available to the public. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| The Chong-Moon Lee Foundation | ||||||||||
| 444 Castro Street Suite 140 | Mountain View | CA | 94041 | 770414442 | Grants & Community Leadership | CA | 501(c)(3) | Type I | SVCF | false |
| Destination Home SV | ||||||||||
| 444 Castro Street Suite 140 | Mountain View | CA | 94041 | 823353174 | Grants & Community Leadership | CA | 501(c)(3) | Type I | SVCF | false |
| Driscoll Family Foundation | ||||||||||
| 444 Castro Street Suite 140 | Mountain View | CA | 94041 | 770430921 | Grants & Community Leadership | CA | 501(c)(3) | Type I | SVCF | false |
| Intervalien Foundation | ||||||||||
| 444 Castro Street Suite 140 | Mountain View | CA | 94041 | 900899545 | Grants & Community Leadership | CA | 501(c)(3) | Type I | SVCF | false |
| SHUCHMAN LESSER FOUNDATION | ||||||||||
| 444 Castro Street Suite 140 | Mountain View | CA | 94041 | 820637263 | Grants & Community Leadership | DE | 501(c)(3) | Type I | SVCF | false |
| Silicon Valley Community Foundaton | ||||||||||
| 444 Castro Street Suite 140 | Mountain View | CA | 94041 | 205205488 | Grants & Community Leadership | CA | 501(c)(3) | 7 | NA | false |
| Skoll Fund | ||||||||||
| 444 Castro Street Suite 140 | Mountain View | CA | 94041 | 770528216 | Grants & Community Leadership | CA | 501(c)(3) | Type I | SVCF | false |
| The Real Estate Trust | ||||||||||
| 444 Castro Street Suite 140 | Mountain View | CA | 94041 | 043701887 | Grants & Community Leadership | CA | 501(c)(3) | Type I | SVCF | false |
| The Sobrato Foundation | ||||||||||
| 444 Castro Street Suite 140 | Mountain View | CA | 94041 | 800091312 | Grants & Community Leadership | CA | 501(c)(3) | Type I | SVCF | false |
| The Dirk and Charlene Kabcenell Foundation | ||||||||||
| 444 Castro Street Suite 140 | Mountain View | CA | 94041 | 721563142 | Grants & Community Leadership | CA | 501(c)(3) | Type I | SVCF | false |
| K18N FOUNDATION | ||||||||||
| 444 Castro Street Suite 140 | Mountain View | CA | 94041 | 873826691 | Grants & Community Leadership | CA | 501(c)(3) | Type I | SVCF | false |
| BIOME GLOBAL Foundation | ||||||||||
| 444 Castro Street Suite 140 | Mountain View | CA | 94041 | 874110945 | Grants & Community Leadership | CA | 501(c)(3) | Type I | SVCF | false |
| LL Green From Garbage | ||||||||||
| 444 Castro Street Suite 140 | Mountain View | CA | 94041 | 923258530 | Grants & Community Leadership | CA | 501(c)(3) | Type I | SVCF | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| next egg investments (nfct) LP | |||||||||||||
| 1717 arch street suite 4050 | philadelphia | PA | 19103 | 814245471 | Investment | DE | Neubauer Family Charitable Trust | Excluded | $16,630,797 | $375,525,549 | false | -$1,296,157 | false |
| Cheswold (Almonds) LLC | |||||||||||||
| 1403 Foulk Road Suite 200 | Wilmington | DE | 19803 | 463246795 | Farming | DE | NEXT EGG INVESTMENTS (NFCT) LP | Unrelated | -$1,386,124 | $0 | false | -$1,386,124 | false |
| Cheswold (College Park Preferred) LLC (2022) | |||||||||||||
| 1717 Arch Street Suite 4050 | Philadelphia | PA | 19103 | 921510579 | Investment | PA | next egg investments (nfct) LP | Unrelated | -$52,503 | $0 | false | -$52,503 | false |
| ICQ CPE I-B LP | |||||||||||||
| 50 BEALE ST STE 2300 | San Francisco | CA | 94105 | 812686821 | Investment | CA | NA | N/A | false | false | |||
| ICONIQ DC FUND I FEEDER (TE) LP | |||||||||||||
| 50 BEALE ST STE 2300 | San Francisco | CA | 94105 | 813354580 | Investment | CA | NA | N/A | false | false | |||
| ICONIQ Access XLI LP | |||||||||||||
| 50 BEALE ST STE 2300 | San Francisco | CA | 94105 | 473148077 | Investment | CA | NA | N/A | false | false | |||
| ICQ CPE 2018 B LP | |||||||||||||
| 50 BEALE ST STE 2300 | San Francisco | CA | 94105 | 822693176 | Investment | CA | NA | N/A | false | false | |||
| ICQ CPE 2019 B LP | |||||||||||||
| 50 BEALE ST STE 2300 | San Francisco | CA | 94105 | 831825403 | Investment | CA | NA | N/A | false | false | |||
| ICONIQ CVC 2019 B LP | |||||||||||||
| 50 BEALE ST STE 2300 | San Francisco | CA | 94105 | 831864397 | Investment | CA | NA | N/A | false | false | |||
| LV West Lane Columbus GP LLC | |||||||||||||
| 704 W 9th Street | Austin | TX | 78701 | 880761472 | Investment | DE | next egg investments (nfct) LP | Unrelated | $0 | $0 | false | $0 | false |
| SU Fund I A Series of Way finder Investments LP | |||||||||||||
| 119 South Main Street Suite 220 | Seattle | WA | 98104 | Investment | DE | next egg investments (nfct) LP | Unrelated | $0 | $0 | false | $0 | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cheswold Almonds Inc | |||||||||||||||||
| 1209 Orange Street | Wilminton | DE | 19801 | 472520352 | Farming | DE | Next Egg Investments (NFCT) LP | C Corporation | $0 | $11,312 | Yes (true) | ||||||
| Cheswold (NW-NFCT) Ltd | |||||||||||||||||
| Investment | NEXT EGG INVESTMENTS (NFCT) LP | C Corporation | $51,019 | $2,825,151 | Yes (true) | CJ | |||||||||||
| Clearlake Opportunities Partners (E-Offshore) LP | |||||||||||||||||
| 233 Wilshire Blvd Suite 800 | Santa Monica | CA | 90401 | 352533262 | investment | NA | C Corporation | false | CJ | ||||||||
| SREO 2 LP | |||||||||||||||||
| Investment | Next Egg Investments (NFCT) LP | C Corporation | $47,188 | $2,488,032 | Yes (true) | GK | |||||||||||
| FARALLON CO-INVESTMENT FEEDER FUND LP | |||||||||||||||||
| ONE MARITIME PLAZA STE 2100 | SAN FRANCISCO | CA | 94111 | 981661128 | Investment | NA | C Corporation | false | CJ | ||||||||
| Cheswold (NFCT Cayman) Ltd | |||||||||||||||||
| Investments | Next Egg Investments (NFCT) LP | C Corporation | $288,739 | $2,333,711 | Yes (true) | CJ | Floor 4 Willow House | Cricket Square | Grand Cayman | CJ | KY19010 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Next EGG Investments (NFCT) LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $9,561,844 | InvolvedAmt |
| Method Of Amount Determination | Cash Transfer | MethodOfAmountDeterminationTxt |