NEUBAUER FAMILY CHARITABLE TRUST: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NEUBAUER FAMILY CHARITABLE TRUST (EIN 81-3609752)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201823199349316082
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2018-11-15T16:36:34-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13121 W MARCH LN STE 200AddressLine1Txt
CitySTOCKTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP952192367ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813609752EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEUBAUER FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O SILICON VALLEY COMMUNITY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNEUBBusinessNameControlTxt
Phone6504505400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12440 W EL CAMINO REAL NO 300AddressLine1Txt
CityMOUNTAIN VIEWCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARI ELLEN LOIJENSPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone6504505400PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY S PAGLIAPreparerPersonNm
PTINP00366884PTIN
Phone2099556100PhoneNum
Preparation2018-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.129.7.100IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm16:12:42IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdEE4C3990ADBFF1D7AB96F98A4D28E8D7BD183798AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOSEPH NEUBAUERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12440 W EL CAMINO REAL NO 300AddressLine1Txt
CityMOUNTAIN VIEWCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94040ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$138,891,771GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2016FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIESActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$92,932NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,000,000PYContributionsGrantsAmt
CY Contributions Grants$126,435,352CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income-$698,581CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$10,000,000PYTotalRevenueAmt
CY Total Revenue$125,736,771CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$450,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$20,650PYOtherExpensesAmt
CY Other Expenses$490,033CYOtherExpensesAmt
PY Total Expenses$20,650PYTotalExpensesAmt
CY Total Expenses$940,033CYTotalExpensesAmt
PY Revenues Less Expenses$9,979,350PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$124,796,738CYRevenuesLessExpensesAmt
Total Assets BOY$9,979,350TotalAssetsBOYAmt
Total Assets EOY$140,071,691TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$69,696TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,979,350NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$140,001,995NetAssetsOrFundBalancesEOYAmt
MissionTO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIESMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$534,285ExpenseAmt
Grant$425,000GrantAmt
Revenue$0RevenueAmt
DescARTS & CULTUREDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$31,428ExpenseAmt
Grant$25,000GrantAmt
Revenue$0RevenueAmt
DescGENERAL NONPROFIT SUPPORTDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$565,713TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL VELASKIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6504505400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12440 W EL CAMINO REAL SUITE 300AddressLine1Txt
CityMOUNTAIN VIEWCityNm
State AbbreviationCAStateAbbreviationCd
ZIP940401498ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
JOSEPH NEUBAUER
CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
MARI ELLEN LOIJENS
TREASURER0.50Yes (X)Yes (X)$0$280,505$62,58640.00
ERICA WOOD
SECRETARY0.50Yes (X)Yes (X)$0$256,121$64,46540.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$536,626TotReportableCompRltdOrgAmt
Total Other Compensation$127,051TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SILICON VALLEY COMMUNITY FOUNDATION
2440 WEST EL CAMINO REAL SUITE 300MOUNTAIN VIEWCA94040MANAGEMENT FEE$231,426
SPRING CREEK INVESTMENT LP
THREE LOGAN SQUARE SUITE 4050PHILADEPHIAPA19103INVESTMENT FEE$219,508
SPRING CREEK INVESTMENT MANAGEMENT LLC
THREE LOGAN SQUARE SUITE 4050PHILADEPHIAPA19103MANAGEMENT FEE$120,787
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$126,435,352AllOtherContributionsAmt
Noncash Contributions$53,298,686NoncashContributionsAmt
Total Contributions$126,435,352TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$419TotalRevenueColumnAmt
Exclusion$419ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,456,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$13,155,000SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$699,000SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$699,000TotalRevenueColumnAmt
Exclusion-$699,000ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$125,736,771TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$698,581ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$450,000TotalAmt
Program Services$450,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$231,426TotalAmt
Program Services$115,713ProgramServicesAmt
Management And General$115,713ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$20,116TotalAmt
Management And General$20,116ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,600TotalAmt
Management And General$12,600ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$219,508TotalAmt
Management And General$219,508ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,065TotalAmt
Management And General$1,065ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$54TotalAmt
Management And General$54ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,264TotalAmt
Management And General$5,264ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$940,033TotalAmt
Program Services$565,713ProgramServicesAmt
Management And General$374,320ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$79,486EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,979,350BOYAmt
EOY$139,992,205EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,979,350BOYAmt
EOY$140,071,691EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$69,696EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$69,696EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,979,350BOYAmt
EOY$140,001,995EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,979,350BOYAmt
EOY$140,001,995EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,979,350BOYAmt
EOY$140,071,691EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$124,796,738ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,225,907NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SVCFBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN205205488EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPSDesc
Book Value$139,992,205BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$139,992,205TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$130,743,170TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,225,907NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,225,907RevenueNotReportedAmt
Revenue Subtotal$125,517,263RevenueSubtotalAmt
Investment Expenses Not Incld$219,508InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$219,508RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$125,736,771TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$720,525TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$720,525ExpensesSubtotalAmt
Investment Expenses Not Incld2$219,508InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$219,508ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$940,033TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19130236000149501(C)(3)$400,000ARTS & CULTURE
CENTRAL PARK CONSERVANCY INC
14 EAST 60TH STREETNEW YORKNY10022133022855501(C)(3)$25,000GENERAL NONPROFIT SUPPORT
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101231365388501(C)(3)$25,000ARTS & CULTURE
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARI ELLEN LOIJENS
TREASURER$0$280,505$0$0$0$0$0$38,500$0$24,086$0$343,091$0$0
ERICA WOOD
SECRETARY$0$256,121$0$0$0$0$0$37,806$0$26,659$0$320,586$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 J, PART I, LINE 4B:MARI ELLEN LOIJENS AND ERICA WOOD RECEIVED NONTAXABLE RETIREMENT BENEFITS OF $25,000 AND $25,000 RESPECTIVELY FROM SVCF IN 2017.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$53,298,686NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER LISTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS DONATED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2MARI ELLEN LOIJENS AND ERICA WOOD HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 3THE 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 B, LINE 11BTHE 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 12CANNUALLY 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 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SILICON VALLEY COMMUNITY FOUNDATON
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040205205488GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)7N/A0
WILLIAM H CILKER FAMILY FOUNDATION
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040770479067GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
THE DIRK AND CHARLENE KABCENELL FOUNDATION
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040721563142GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
THE BERNARD A NEWCOMB FOUNDATION
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040770505640GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
RAISING A READER
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040943390149GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
THE REAL ESTATE TRUST
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040043701887GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
REDDERE FOUNDATION
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040770557056GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
SKOLL FUND
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040770528216GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
THE SOBRATO FOUNDATION
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040800091312GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
STAR HILL FUND
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040943338689GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
GOOD VENTURES
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040452757586GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
CHONG-MOON LEE FOUNDATION
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040770414442GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
INTERVALIEN FOUNDATION
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040900899545GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
ENTREPRENEURS' FOUNDATION
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040943267369GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
DROPBOX FOUNDATION FOR GOOD
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040814755668GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
DRISCOLL FAMILY FOUNDATION
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040770430921GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
SHUCHMAN LESSER FOUNDATION
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040820637263GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
DESTINATION HOME SV
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040823353174GRANTS & COMMUNITY LEADERSHIPCA501(C)(3)12A-I0SVCF
STARTUP EDUCATION
2440 WEST EL CAMINO REAL 300MOUNTAIN VIEWCA94040273533876EDUCATION FUNDINGCA501(C)(3)12A-I0SVCF

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NEXT EGG INVESTMENTS (NFCT) LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11717 ARCH STREET SUITE 4050AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
EIN814245471EIN
Primary ActivitiesINVESTINGPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NEUBAUER FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeEXCLUDEDPredominantIncomeTypeTxt
Share Of Total Income$38,626,168ShareOfTotalIncomeAmt
Share Of EOY Assets$163,827,113ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
UBI Code V-$205,870UBICodeVAmt
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership1.00000OwnershipPct
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NEXT EGG INVESTMENTS (NFCT) LPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$125,728,843InvolvedAmt
Method Of Amount DeterminationCASH TRANSFERMethodOfAmountDeterminationTxt

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