2024-11-14T11:52:59+00:00 2023-12-31 910189318 Moss Adams 3121 W March lane Ste 200 Stockton CA 952192367 990 2023-01-01 813609752 NEUBAUER FAMILY CHARITABLE TRUST CO SILICON VALLEY COMMUNITY FOUNDATION NEUB 6504505400 444 Castro Street 140 Mountain View CA 94041 JOSEPH NEUBAUER Chairman 6504505400 2024-11-14 true true TRACY S PAGLIA P00366884 2099556100 2024-11-15 2023 2024-10-15 13:58:12Z JOSEPH NEUBAUER 444 Castro Street 140 Mountain View CA 94041 9519990 false X N/A X 2016 PA To make grants in support of charitable and educational activities 3 1 0 1 0 338743 4085000 0 0 0 0 0 0 0 4085000 0 11245960 9325536 0 0 0 0 0 0 0 645420 449179 11891380 9774715 -7806380 -9774715 311618519 296320504 13755 2000000 311604764 294320504 X To make grants in support of charitable and educational activities false false 4904916 4838101 0 Higher Education 3957104 3903200 0 Arts & Culture 354834 350000 0 General Nonprofit Support 237469 234235 0 Other 237469 234235 9454323 true false false false false false false false false false true false false false true true true false false false false false false false false false true false true false false false false false false false false false false false false false true true true false false true 1 0 true 0 true true false false false false false false false false false false false X 3 1 true true false false true true false true false false false true true true true true true false false false CA X ELIZABETH A CAREY EVP OF FINANCE & OPERATIONS 6504505400 444 CASTRO STREET SUITE 140 MOUNTAIN VIEW CA 94041 Elizabeth Carey Treasurer (as of 12/23) 0.5 40.0 X X 0 530196 65778 Gina Daima Secretary (Thru 12/23) 0.5 40.0 X X 0 454903 67599 Joseph Neubauer Chairman 0.5 0.0 X X 0 0 0 Judi Powell Treasurer (Thru 10/23) 0.5 40.0 X X 0 317613 56497 Nicole Taylor Secretary (as of 10/23) 0.5 40.0 X X 0 1110573 86617 0 2413285 276491 0 false true false SILICON VALLEY COMMUNITY FOUNDATION 444 CASTRO STREET Suite 140 MOUNTAIN VIEW CA 94041 MANAGEMENT FEE 257575 1 0 0 0 0 0 0 0 0 9519990 9519990 0 0 0 0 0 0 0 0 0 0 0 9325536 9325536 257575 128787 128788 44343 44343 0 0 0 0 8446 8446 Income Taxes 138815 138815 0 0 0 0 9774715 9454323 320392 0 293454 2024974 0 0 0 0 0 0 0 0 311325065 294295530 0 0 0 311618519 296320504 13755 0 0 2000000 0 0 0 0 13755 2000000 X 311604764 294320504 311604764 294320504 311618519 296320504 -9774715 -7509545 0 X false true X false false X X X 1 SVCF 205205488 7 true 0 0 1 0 0 false false false false false false false false false false false false false false false true false 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). Limited Partnerships 294295530 F 294295530 0 X -7509545 -6947856 0 -6947856 -561689 561689 0 561689 0 9774715 0 0 9774715 561689 0 561689 10336404 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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. true University of Chicago 5235 South Harper Court Chicago IL 60615 362177139 501(C)(3) 2539611 Education Calder Gardens 2025 Benjamin Franklin Parkway Philadelphia PA 19130 852458469 501(C)(3) 2000000 Arts & Culture Metropolitan Opera Association Inc 30 Lincoln Center Plaza New York NY 10023 131624087 501(C)(3) 1000000 Arts & Culture Trustees of Tufts College Ballou Hall Medford MA 02155 042103634 501(C)(3) 806824 Education Philadelphia Academy of School Leaders 230 South Broad Street Philadelphia PA 19102 825484855 501(C)(3) 575000 Education WHYY Inc 150 North 6th Street Philadelphia PA 19106 231438083 501(C)(3) 500000 Arts & Culture American Friends of the Hebrew University Inc One Battery Park Plaza New York NY 10004 131568923 501(C)(3) 400000 Education American Friends of The Tel Aviv University Inc 39 Broadway New York NY 10006 131996126 501(C)(3) 300000 Education Lehigh Valley Public Telecommunications Corp 839 Sesame Street Bethlehem PA 18015 231642883 501(C)(3) 287500 Arts & Culture Philadelphia Soccer 2026 1601 MARKET STREET SUITE 200 Philadelphia PA 19103 852780565 501(C)(3) 200000 General Nonprofit Support Philadelphia Futures 123 South Broad Street Philadelphia PA 19109 231365983 501(C)(3) 166666 Education Auschwitz-Birkenau Memorial Foundation 483 10th Avenue New York NY 10018 461411164 501(C)(3) 150000 General Nonprofit Support Project Home 1515 Fairmount Avenue Philadelphia PA 19130 232555950 501(C)(3) 120000 Human Services Philadelphia Museum of Art 2600 Benjamin Franklin Parkway Philadelphia PA 19130 231365388 501(C)(3) 65700 Arts & Culture Youth Empowerment for Advancement Hangout 5257 Walton Ave Philadelphia PA 19143 832607046 501(C)(3) 60000 Youth Development Partnership for Policing Innovation and Reform 5409 Overseas Hightway Marathon FL 33050 863949118 501(C)(3) 54235 Public Safety La Salle University 1900 West Olney Avenue Philadelphia PA 19141 231352654 501(C)(3) 50000 Education Center for Curatorial Leadership 174 East 80th Street New York NY 10075 462027985 501(C)(3) 50000 Arts & Culture 18 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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. false true false false false false false false false Nicole Taylor Secretary (as of 10/23) 0 985573 0 34407 0 90593 0 55500 0 31117 0 1197190 0 0 Elizabeth Carey Treasurer (as of 12/23) 0 506196 0 24000 0 0 0 43855 0 21923 0 595974 0 0 Gina Daima Secretary (Thru 12/23) 0 435350 0 0 0 19553 0 34700 0 32899 0 522502 0 0 Judi Powell Treasurer (Thru 10/23) 0 317613 0 0 0 0 0 32660 0 23837 0 374110 0 0 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. 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. 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 next egg investments (nfct) LP 1717 arch street suite 4050 philadelphia PA 19103 814245471 Investment DE Neubauer Family Charitable Trust Excluded 16630797 375525549 false -1296157 false Cheswold (Almonds) LLC 1403 Foulk Road Suite 200 Wilmington DE 19803 463246795 Farming DE NEXT EGG INVESTMENTS (NFCT) LP Unrelated -1386124 0 false -1386124 false Cheswold (College Park Preferred) LLC (2022) 1717 Arch Street Suite 4050 Philadelphia PA 19103 921510579 Investment PA next egg investments (nfct) LP Unrelated -52503 0 false -52503 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 Cheswold Almonds Inc 1209 Orange Street Wilminton DE 19801 472520352 Farming DE Next Egg Investments (NFCT) LP C Corporation 0 11312 true Cheswold (NW-NFCT) Ltd Investment CJ NEXT EGG INVESTMENTS (NFCT) LP C Corporation 51019 2825151 true Clearlake Opportunities Partners (E-Offshore) LP 233 Wilshire Blvd Suite 800 Santa Monica CA 90401 352533262 investment CJ NA C Corporation false SREO 2 LP Investment GK Next Egg Investments (NFCT) LP C Corporation 47188 2488032 true FARALLON CO-INVESTMENT FEEDER FUND LP ONE MARITIME PLAZA STE 2100 SAN FRANCISCO CA 94111 981661128 Investment CJ NA C Corporation false Cheswold (NFCT Cayman) Ltd Floor 4 Willow House Cricket Square Grand Cayman CJ KY19010 Investments CJ Next Egg Investments (NFCT) LP C Corporation 288739 2333711 true false false false false false false false false false false false false true false false false false false true Next EGG Investments (NFCT) LP S 9561844 Cash Transfer