2019-11-14T17:35:43-06:00 2018-12-31 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2018-01-01 813609752 NEUBAUER FAMILY CHARITABLE TRUST C/O SILICON VALLEY COMMUNITY FOUNDATION NEUB 6504505400 2440 W EL CAMINO REAL NO 300 MOUNTAIN VIEW CA 94040 ERICA WOOD SECRETARY 6504505400 2019-11-13 1 TRACY S PAGLIA P00366884 2099556100 2019-11-13 12.129.4.210 2019-11-13 13:28:59 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5CB01F75C9C679DC7A64982DD8388EC9DE78B24A 2018 2020-04-17 16:48:07Z JOSEPH NEUBAUER 2440 W EL CAMINO REAL NO 300 MOUNTAIN VIEW CA 94040 58052102 0 X N/A X 2016 PA TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES 3 1 0 1 0 -24706 126435352 41972830 0 0 -698581 -6138 0 0 125736771 41966692 450000 16633100 0 0 0 0 0 0 0 490033 297529 940033 16930629 124796738 25036063 140071691 164409660 69696 0 140001995 164409660 X TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES 0 0 7875847 7817100 0 ARTS & CULTURE 7369469 7314500 0 EDUCATION 775787 770000 0 GENERAL NONPROFIT SUPPORT 736997 731500 0 OTHER 736997 731500 0 16758100 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 1 1 1 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ELIZABETH CAREY EVP OF FINANCE & OPERATIONS 6504505400 2440 W EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 940401498 JOSEPH NEUBAUER CHAIRMAN 0.50 X X 0 0 0 MARI ELLEN LOIJENS TREASURER (THRU 4/18) 0.50 40.00 X X 0 226026 16210 ERICA WOOD SECRETARY 0.50 40.00 X X 0 296418 65731 GREG AVIS TREASURER (AS OF 7/18) 0.50 40.00 X X 0 31845 28 0 554289 81969 0 0 1 0 SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 MANAGEMENT FEE 250000 1 41972830 40470500 41972830 479 479 16078793 16085410 -6617 -6617 -6617 41966692 0 0 -6138 16633100 16633100 250000 125000 125000 21950 21950 13200 13200 5016 5016 35 35 1645 1645 156 156 5527 5527 16930629 16758100 172529 0 79486 614810 139992205 163794850 140071691 164409660 69696 69696 0 X 140001995 164409660 140001995 164409660 140071691 164409660 25036063 -628398 0 X 0 1 X 0 0 X X 1 SVCF 205205488 7 1 0 0 1 0 0 1 0 0 0 0 1 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 6: THE TRUST'S MISSION IS TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES. THIS IS AN INDEPENDENT PROGRAM THAT FURTHERS SVCF'S MISSION AS A COMPREHENSIVE CENTER OF PHILANTHROPY. THROUGH VISIONARY LEADERSHIP, STRATEGIC GRANTMAKING AND WORLD CLASS EXPERIENCE, SVCF PARTNERS WITH DONORS TO STRENGTHEN THE COMMON GOOD LOCALLY AND THROUGHOUT THE WORLD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 LIMITED PARTNERSHIPS 163794850 F 163794850 X 41333279 -628397 -628397 41961676 5016 5016 41966692 16925613 0 16925613 5016 5016 16930629 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 JURISDICTION. 1 AMERICAN SOCIETY FOR TECHNION-ISRAEL INSTITUTE OF TECHNOLOGY 55 EAST 59TH STREET NEW YORK NY 10022 130434195 501(C)(3) 950000 EDUCATION ARTISTYEAR PO BOX 2223 SOUTHERN PINES NC 283882223 811281053 501(C)(3) 127100 ARTS & CULTURE BARNES FOUNDATION 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 236000149 501(C)(3) 250000 ARTS & CULTURE BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM MA 02453 042103552 501(C)(3) 62500 EDUCATION CARNEGIE HALL CORPORATION 881 SEVENTH AVENUE NEW YORK NY 10019 131923626 501(C)(3) 25000 ARTS & CULTURE CRISTO REY PHILADELPHIA HIGH SCHOOL DEVELOPMENT OFFICE 5218 NORTH BROAD STREET PHILADELPHIA PA 19141 273106321 501(C)(3) 250000 EDUCATION HORATIO ALGER ASSOCIATION OF DISTIGUISHED AMERICANS INC 99 CANAL CENTER PLAZA SUITE 320 ALEXANDRIA VA 22314 131669975 501(C)(3) 250000 EDUCATION INSTITUTE FOR ADVANCED STUDY 1 EINSTEIN DRIVE PRINCETON NJ 08540 210634988 501(C)(3) 100000 EDUCATION METROPOLITAN OPERA ASSOCIATION INC THE METROPOLITAN OPERA- 30 LINCOLN CENTER NEW YORK NY 10023 131624087 501(C)(3) 6400000 ARTS & CULTURE NEW VENTURE FUND 1201 CONNECTICUT AVENUE NW SUITE 300 WASHINGTON DC 20036 205806345 501(C)(3) 500000 EDUCATION PHILADELPHIA ORCHESTRA ASSOCIATION ONE SOUTH BROAD STREET 14TH FLOOR PHILADELPHIA PA 19107 231352289 501(C)(3) 486500 ARTS AND CULTURE PHILADELPHIA ROBOTICS COALITION INC 1700 WEST OLNEY AVENUE PHILADELPHIA PA 19141 823750832 501(C)(3) 25000 EDUCATION PROJECT HOME DEVELOPMENT DEPARTMENT 1515 FAIRMOUNT AVENUE PHILADELPHIA PA 19130 232555950 501(C)(3) 245000 HUMAN SERVICES THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA 100 NORTH TWENTIETH STREET SUITE 301 PHILADELPHIA PA 19103 461566557 501(C)(3) 250000 GENERAL NONPROFIT SUPPORT THE FREE LIBRARY OF PHILADELPHIA 1901 VINE STREET SUITE 111 PHILADELPHIA PA 19103 521173474 501(C)(3) 25000 GENERAL NONPROFIT SUPPORT TNTP INC 500 7TH AVENUE 8TH FLOOR NEW YORK NY 10018 133850158 501(C)(3) 165000 EDUCATION UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 1709 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 231556045 501(C)(3) 20000 GENERAL NONPROFIT SUPPORT UNIVERSITY OF CHICAGO GIFT ADMINISTRATION AND BUSINESS DATA 5235 SOUTH HARPER COURT 4TH FL CHICAGO IL 60615 362177139 501(C)(3) 5464000 EDUCATION WHYY INC 150 NORTH 6TH STREET PHILADELPHIA PA 19106 231438083 501(C)(3) 1015000 ARTS & CULTURE WIDENER UNIVERSITY ONE UNIVERSITY PLACE CHESTER PA 19013 231386178 501(C)(3) 23000 EDUCATION 20 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. 1 1 0 0 0 0 0 0 0 MARI ELLEN LOIJENS TREASURER (THRU 4/18) 0 138151 0 10000 0 77875 0 8497 0 7713 0 242236 0 0 ERICA WOOD SECRETARY 0 296418 0 0 0 0 0 37806 0 27925 0 362149 0 0 PART I, LINES 4A-B PART I, LINE 4A: IN 2018, MARI ELLEN LOIJENS RECEIVED SEVERANCE PAYMENT IN THE AMOUNT OF $77,875. THE AGREEMENT IS SUBJECT TO CONFIDENTIALITY CLAUSES, DETAILS WILL BE PROVIDED TO THE IRS UPON REQUEST. PART I, LINE 4B: ERICA WOOD RECEIVED NONTAXABLE RETIREMENT BENEFITS OF $25,000 FROM SVCF IN 2018. 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 4 17859500 X 1 22611000 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 MARI ELLEN LOIJENS, GREG AVIS AND ERICA WOOD 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 4 THE TRUST AGREEMENT AMENDED TO ALLOW FOR UNANIMOUS WRITTEN CONSENT. 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 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 NEUBAUER FAMILY CHARITABLE TRUST 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 C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 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 DROPBOX FOUNDATION FOR GOOD 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 814755668 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 GOOD VENTURES 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 452757586 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 REDDERE FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 770557056 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 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 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 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 NEXT EGG INVESTMENTS (NFCT) LP 1717 ARCH STREET SUITE 4050 PHILADELPHIA PA 19103 814245471 INVESTING DE NEUBAUER FAMILY CHARITABLE TRUST EXCLUDED 23888696 195206469 0 -866829 0 1.00000 CHESWOLD (ALMONDS) LLC 1403 FOULK ROAD SUITE 200 WILMINGTON DE 19803 FARMING DE N/A ICQ CPE I-B LP - IMF #5022 394 PACIFIC AVE 2ND FLOOR SAN FRANCISCO CA 94111 812686821 INVESTMENT CA N/A ICONIQ DC FUND I FEEDER (TE) LP - IMF #5022 394 PACIFIC AVE 2ND FLOOR SAN FRANCISCO CA 94111 813354580 INVESTMENT CA N/A CERBERUS ICQ OFFSHORE LOAN OPPORTUNITIES FUND LP 875 THIRD AVENUE NEW YORK NY 10022 133709388 INVESTMENT NY N/A CHESWOLD ALMONDS INC 1209 ORANGE STREET WILMINTON DE 19801 FARMING DE N/A C 0 POOLED INCOME FUND (1) 2440 WEST EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 INVESTMENT CA N/A T 0 CHARITABLE REMAINDER UNITRUST (46) 2440 WEST EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 INVESTMENT CA N/A T 0 VULCAN WARBIRDS INC 505 5TH AVENUE S SUITE 900 SEATTLE WA 98104 912068986 INVESTMENT WA N/A S 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 NEXT EGG INVESTMENTS (NFCT) LP B 40473873 CASH TRANSFER NEXT EGG INVESTMENTS (NFCT) LP C 16078313 CASH DISTRIBUTION