2019-11-15T12:30:53-06:00 2018-12-31 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2018-01-01 800091312 THE SOBRATO FOUNDATION SOBR 6504505411 2440 WEST EL CAMINO REAL NO 300 MOUNTAIN VIEW CA 94040 JOHN SOBRATO PRESIDENT 6504505411 2019-10-25 1 TRACY S PAGLIA P00366884 2099556100 2019-10-25 12.129.4.210 2019-10-25 18:50:56 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BA1A36E301A6BF8F4900A90A943F9441266A5EAF 2018 2020-03-31 21:24:44Z JOHN SOBRATO 2440 WEST EL CAMINO REAL NO 300 MOUNTAIN VIEW CA 94040 4068234 0 X N/A X 2004 CA THE SOBRATO FOUNDATION SUPPORTS NONPROFITS AND SOCIAL IMPACT ORGANIZATIONS SERVING AT-RISK AND VULNERABLE MEMBERS OF OUR COMMUNITY. THE FOUNDATION ALSO MAKES INVESTMENTS SUPPORTING THE PHILANTHROPY OF THE INDIVIDUAL SOBRATO FAMILY MEMBERS. 3 3 0 0 0 0 76392875 106772 1169248 1201845 776798 2759617 0 0 78338921 4068234 0 78000000 0 0 0 0 0 0 0 2641943 3322446 2641943 81322446 75696978 -77254212 120369338 37773773 180361 3175125 120188977 34598648 X THE SOBRATO FOUNDATION SUPPORTS NONPROFITS AND SOCIAL IMPACT ORGANIZATIONS SERVING AT-RISK AND VULNERABLE MEMBERS OF OUR COMMUNITY. THE FOUNDATION ALSO MAKES INVESTMENTS SUPPORTING THE PHILANTHROPY OF THE INDIVIDUAL SOBRATO FAMILY MEMBERS. 0 0 80934332 78000000 1201845 SUPPORTING NONPROFITS TO IMPROVE THE QUALITY OF LIFE FOR LOCAL COMMUNITIES. THE SOBRATO FOUNDATION PROVIDED 217,002 SQUARE FEET OF IN-KIND OFFICE AND WAREHOUSE SPACE TO 58 SILICON VALLEY NONPROFITS WITH A FAIR MARKET RENT VALUE OF $2,947,905. SOBRATO CENTER FOR NONPROFITS - MILPITAS; $1,009,881; SOBRATO CENTER FOR NONPROFITS - SAN JOSE: $1,938,024. 80934332 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X ELIZABETH CAREY EVP OF FINANCE O 6504505400 2440 WEST EL CAMINO REAL STE 300 MOUNTAIN VIEW CA 94040 X JOHN A SOBRATO PRESIDENT 0.50 X X 0 0 0 GREG AVIS TREASURER 0.50 X X 0 0 0 GREG GALLO DIRECTOR 0.50 X 0 0 0 RICK WILLIAMS SECRETARY 0.50 X 0 0 0 0 0 0 0 0 0 0 SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 SUPPORT FEE AND INVESTMENT OVERSIGHT FEE 241798 1 106772 106772 RENTAL INCOME 531120 1201845 1201845 1201845 1612200 1612200 1147417 0 1147417 1147417 1147417 4068234 1201845 0 2759617 78000000 78000000 190914 95457 95457 16234 16234 3510 3510 266847 266847 1518726 1518726 1314083 1314083 12132 6066 6066 81322446 80934332 388114 0 608419 39825 2536 2536 45768739 12270062 34596340 33498677 85162043 4232735 120369338 37773773 4314 2983378 176047 191747 180361 3175125 X 120188977 34598648 120188977 34598648 120369338 37773773 X -77254212 -5426125 -2980487 70495 X 0 1 X 1 0 X X 1 SVCF 205205488 7 1 78000000 0 1 78000000 0 1 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27614316 7192308 20422008 16749545 4605066 12144479 1404878 472688 932190 33498677 SVCF SHORT-TERM POOL 196618 F CAPITAL PRESERVATION POOL 2139926 F NOTHERN TRUST EQUITY ESG POOL 1896191 F 4232735 SECURITY DEPOSITS 191747 191747 X PART X, LINE 2: SVCF AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES ARE TAX-EXEMPT ORGANIZATIONS AND ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT ON UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(A) OF THE INTERNAL REVENUE CODE. IN ADDITION, SVCF AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B) (1) (A) OF THE INTERNAL REVENUE CODE AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. SVCF AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES DO NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. SVCF AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES FILE INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL, CALIFORNIA, AND OTHER STATES JURISDICTIONS. 1 SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 205205488 501 (C)(3) 78000000 TO SUPPORT THE FUND'S ONGOING GRANTMAKING PORTFOLIO 1 0 PART I, LINE 2: 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 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. FORM 990, PART VI, SECTION A, LINE 3 THE EMPLOYEES OF THE SOBRATO FAMILY FOUNDATION MANAGE DAY TO DAY OPERATIONS OF THE SOBRATO FOUNDATION. THE SOBRATO FAMILY FOUNDATION WAS NOT REIMBURSED FOR THESE SERVICES. THE EMPLOYEES OF SILICON VALLEY COMMUNITY FOUNDATION, THE SUPPORTED EXEMPT ORGANIZATION, OVERSEE THE GOVERNANCE OF THE SOBRATO FOUNDATION, AND ARE REIMBURSED FOR THESE SERVICES. 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 ANNUALLY EACH BOARD MEMBER OF THE SOBRATO FOUNDATION AND SUPPORTED/SUPPORTING ORGANIZATIONS COMPLETES "FORM 990 QUESTIONNAIRE" THAT REPORTS OBLIGATIONS AND DOCUMENTS DISCLOSURES THAT ARE NECESSARY TO COMPLY WITH FORM 990 REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE SOBRATO FOUNDATION 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/ORGANIZING DOCUMENTS CAN BE REVIEWED IN THE OFFICE, ON A CD OR THROUGH EMAIL UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: GRANT REVERSAL ADJUSTMENT 70,495. DONATED SERVICES RECEIVED THE SOBRATO FOUNDATION RECEIVED DONATED SERVICES FROM THE SOBRATO FAMILY FOUNDATION AND THE SOBRATO ORGANIZATION FOR STAFF SALARIES AND BENEFITS IN 2018. THE VALUE OF THIS CONTRIBUTION WAS $3,727,165. SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 205205488 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 7 N/A 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 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 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 THE BERNARD A NEWCOMB FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 770505640 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 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 REDDERE FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 770557056 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 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 STAR HILL FUND 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 943338689 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 GOOD VENTURES 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 452757586 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 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 INTERVALIEN FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 900899545 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 DROPBOX CHARITABLE FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 814755668 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 12A-I SVCF 0 NEUBAUER FAMILY CHARITABLE TRUST 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 813609752 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 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 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0