2022-11-15T09:41:23-06:00 2021-12-31 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2021-01-01 813609752 NEUBAUER FAMILY CHARITABLE TRUST C/O SILICON VALLEY COMMUNITY FOUNDATION NEUB 6504505400 2440 W EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 GINA DALMA SECRETARY 6504505400 2022-11-15 1 GINA DALMA 999009999 TRACY S PAGLIA P00366884 2099556100 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JOSEPH NEUBAUER 2440 W EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 35765787 0 X N/A X 2016 PA TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES 3 1 0 3 0 0 7592000 23995522 0 0 0 0 0 0 7592000 23995522 13332878 16450341 0 0 0 0 0 0 0 1387769 2007364 14720647 18457705 -7128647 5537817 264599452 307054683 50 0 264599402 307054683 X TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES 0 0 1442234 1431250 ARTS & CULTURE 14032974 13926097 HIGHER EDUCATION 503837 500000 SOCIAL SCIENCES 597546 592994 OTHER 597546 592994 16576591 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 2 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 1 1 1 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X ELIZABETH A CAREY EVP OF FINANCE & OPERATIONS 6504505400 2440 W EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 940401498 GINA DALMA SECRETARY 0.50 40.00 X X 0 329881 36582 MAEVE MICCIO TREASURER 3.00 40.00 X X 0 94769 9020 JOSEPH NEUBAUER CHAIRMAN 0.50 X X 0 0 0 0 424650 45602 0 0 1 0 SPRING CREEK INVESTMENTS LP 1717 ARCH STREET SUITE 4050 PHILADELPHIA PA 19103 INVESTMENT MANAGEMENT 1693435 SILICON VALLEY COMMUNITY FOUNDATION 2440 W EL CAMINO REAL STE 300 MOUNTAIN VIEW CA 94040 MANAGEMENT FEE 252500 2 23995522 18995522 23995522 11770265 11770265 0 23995522 0 0 0 16450341 16450341 252500 126250 126250 3623 3623 33020 33020 1693435 1693435 7661 7661 INCOME TAXES 17125 17125 18457705 16576591 1881114 0 16406 22351 264583046 307032332 264599452 307054683 50 0 50 0 X 264599402 307054683 264599402 307054683 264599452 307054683 5537817 36917464 0 X 0 1 X 0 0 X X X 1 SVCF 205205488 7 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, LINE 12G(I) "SVCF" IS AN ABBREVIATION FOR SILICON VALLEY COMMUNITY FOUNDATION. PART IV, SECTION A, LINE 1 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). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 LIMITED PARTNERSHIPS 307032332 F 307032332 X 59219551 36917464 36917464 22302087 1693435 1693435 23995522 16764270 0 16764270 1693435 1693435 18457705 PART X, LINE 2: 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. 1 AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC 199 WATER STREET 11TH FLOOR NEW YORK NY 10038 131568923 501(C)(3) 400000 0 EDUCATION AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC 8 WEST 40TH STREET 8TH FLOOR NEW YORK NY 10018 131996126 501(C)(3) 200000 0 EDUCATION BARNES FOUNDATION 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 236000149 501(C)(3) 550000 0 ARTS & CULTURE BIG PICTURE PHILADELPHIA 2300 WEST MASTER STREET PHILADELPHIA PA 19121 261413610 501(C)(3) 5221 0 EDUCATION BROAD STREET MINISTRY 315 SOUTH BROAD STREET PHILADELPHIA PA 19107 202760310 501(C)(3) 60000 0 COMMUNITY DEVELOPMENT CENTER FOR CURATORIAL LEADERSHIP 174 EAST 80TH STREET NEW YORK NY 10075 462027985 501(C)(3) 50000 0 ARTS & CULTURE FATHERS DAY RALLY COMMITTEE INC 1243 W 65TH AVENUE PHILADELPHIA PA 19126 232750010 501(C)(3) 20000 0 VIOLENCE PREVENTION FELLOWSHIP BMEC INC 7901 HIDDEN LANE ELKINS PARK PA 19027 810871452 501(C)(3) 12500 0 EDUCATION HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS INC 99 CANAL CENTER PLAZA SUITE 320 ALEXANDRIA VA 22314 131669975 501(C)(3) 20000 0 EDUCATION INSTITUTE FOR ADVANCED STUDY 1 EINSTEIN DRIVE PRINCETON NJ 08540 210634988 501(C)(3) 100000 0 EDUCATION LEADING EDGE PRODUCTIONS INC 206 ALLANDALE ROAD CHESTNUT HILL MA 02467 850907411 501(C)(3) 100000 0 ARTS & CULTURE LEHIGH VALLEY PUBLIC TELECOMMUNICATIONS CORP 839 SESAME STREET BETHLEHEM PA 18015 231642883 501(C)(3) 387500 0 ARTS & CULTURE METROPOLITAN OPERA ASSOCIATION INC LINCOLN CENTER NEW YORK NY 10023 131624087 501(C)(3) 250000 0 ARTS & CULTURE PEW CHARITABLE TRUSTS 901 E STREET NW WAHSINGTON DC 20004 562307147 501(C)(3) 500000 0 GENERAL NONPROFIT SUPPORT PHILADELPHIA ACADEMY OF SCHOOL LEADERS 230 SOUTH BROAD STREET 17TH FLOOR PHILADELPHIA PA 19102 825484855 501(C)(3) 816481 0 VIOLENCE PREVENTION PHILADELPHIA POLICE FOUNDATION 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 233009913 501(C)(3) 278000 0 PUBLIC SAFETY PLEASE TOUCH MUSEUM 4231 AVENUE OF THE REPUBLIC PHILADELPHIA PA 19131 232109376 501(C)(3) 93750 0 ARTS & CULTURE PROJECT HOME 1515 FAIRMOUNT AVENUE PHILADELPHIA PA 19130 232555950 501(C)(3) 120000 0 HUMAN SERVICES TEACH PLUS INCORPORATED 1 BEACON STREET 15TH FLOOR BOSTON MA 02108 263849472 501(C)(3) 64040 0 EDUCATION TNTP INC 500 7TH AVENUE 8TH FLOOR NEW YORK NY 10018 133850158 501(C)(3) 36575 0 EDUCATION TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET SUITE 305 PHILADELPHIA PA 19104 231352685 501(C)(3) 242494 0 VIOLENCE PREVENTION TRUSTEES OF TUFTS COLLEGE BALLOU HALL 3RD FLOOR MEDFORD MA 02155 042103634 501(C)(3) 750000 0 EDUCATION UNIVERSITY OF CHICAGO 5235 SOUTH HARPER COURT 4TH FLOOR CHICAGO IL 60615 362177139 501(C)(3) 11381280 0 EDUCATION YOUTH VOLUNTEER CORPS OF GREATER PHILADELPHIA INC 1501 SOUTH BEAVER HILL ROAD CHESTER SPRINGS PA 19425 813682529 501(C)(3) 12500 0 YOUTH DEVELOPMENT 24 0 PART I, LINE 2: GRANTS TO 501(C)(3) ORGANIZATIONS: BY ACCEPTING THE GRANT, 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. 0 0 0 0 0 0 0 0 0 GINA DALMA SECRETARY 0 329881 0 0 0 0 0 16000 0 20582 0 366463 0 0 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. X 1 18995522 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER LISTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 MAEVE MICCIO AND GINA DALMA HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 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, SECTION A, LINE 6 THE TRUST'S SOLE MEMBER IS SILICON VALLEY COMMUNITY FOUNDATION, A CALIFORNIA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, SILICON VALLEY COMMUNITY FOUNDATION, HAS THE POWER TO ELECT TWO CLASS A TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B 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, SECTION B, LINE 12C 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, SECTION B, 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, SECTION C, LINE 19 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 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 770414442 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 DESTINATION HOME SV 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 823353174 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 DRISCOLL FAMILY FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 770430921 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 ENTREPRENEURS' FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 943267369 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 INTERVALIEN FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 900899545 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 RAISING A READER 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 943390149 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 SHUCHMAN LESSER FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 820637263 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 SILICON VALLEY COMMUNITY FOUNDATON 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 205205488 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 7 N/A 0 SKOLL FUND 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 770528216 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 THE REAL ESTATE TRUST 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 043701887 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 THE SOBRATO FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 800091312 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 WILLIAM H CILKER FAMILY FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 770479067 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 THE DIRK AND CHARLENE KABCENELL FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 721563142 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 K18N FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 873826691 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 BIOME GLOBAL FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 874110945 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 NEXT EGG INVESTMENTS (NFCT) LP 1717 ARCH STREET SUITE 4050 PHILADELPHIA PA 19103 814245471 INVESTMENT DE NEUBAUER FAMILY CHARITABLE TRUST EXCLUDED 21940424 355762967 0 -115864 0 0.99640 CHESWOLD (ALMONDS) LLC 1403 FOULK ROAD SUITE 200 WILMINGTON DE 19803 FARMING DE N/A 0 0 ICQ CPE I-B LP (AKA CORE PE I-B) 394 PACIFIC AVE 2ND FLOOR SAN FRANCISCO CA 94111 812686821 INVESTMENT CA N/A 0 0 ICONIQ DC FUND I FEEDER (TE) LP 394 PACIFIC AVE 2ND FLOOR SAN FRANCISCO CA 94111 813354580 INVESTMENT CA N/A 0 0 ICONIQ ACCESS 41 (XLI) 394 PACIFIC AVE 2ND FLOOR SAN FRANCISCO CA 94111 473148077 INVESTMENT CA N/A 0 0 ICQ CPE 2018 B LP (AKA CORE PE 2018 B) 394 PACIFIC AVE 2ND FLOOR SAN FRANCISCO CA 94111 822693176 INVESTMENT CA N/A 0 0 ICQ CPE 2019 B LP (AKA CORE PE 2019 B) 394 PACIFIC AVE 2ND FLOOR SAN FRANCISCO CA 94111 831825403 INVESTMENT CA N/A 0 0 ICONIQ CVC 2019 B LP 394 PACIFIC AVENUE 2ND FLOOR SAN FRANCISCO CA 94112 831864397 INVESTMENT CA N/A 0 0 METIS EQUITY TRUST - METIS EQUITY GLOBAL EQUITY INDEX PORTFOLIO 3170 4TH AVENUE STE 200 SAN DIEGO CA 92103 853352647 INVESTMENT CA N/A 0 0 CHESWOLD ALMONDS INC 1209 ORANGE STREET WILMINTON DE 19801 FARMING DE N/A C 0 CHESWOLD (NW-NFCT) LTD FLOOR 4 WILLOW HOUSE CRICKET SQUARE GRAND CAYMAN CJ KY1-9010 INVESTMENT CJ N/A C 0 CLEARLAKE OPPORTUNITIES PARTNERS (E-OFFSHORE) LP 233 WILSHIRE BLVD SUITE 800 SANTA MONICA CA 90401 352533262 INVESTMENT CA N/A C 0 SREO 2 LP 1ST FL ALBERT HOUSE S ESPLANDE S PETER PORT GK GY1 1AJ INVESTMENT GK N/A C 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 NEXT EGG INVESTMENTS (NFCT) LP B 6769096 CASH TRANSFER