2018-11-15T16:36:34-06:00 2017-12-31 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2017-01-01 813609752 NEUBAUER FAMILY CHARITABLE TRUST C/O SILICON VALLEY COMMUNITY FOUNDATION NEUB 6504505400 2440 W EL CAMINO REAL NO 300 MOUNTAIN VIEW CA 94040 MARI ELLEN LOIJENS SECRETARY 6504505400 2018-11-14 1 TRACY S PAGLIA P00366884 2099556100 2018-11-14 12.129.7.100 2018-11-14 16:12:42 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 EE4C3990ADBFF1D7AB96F98A4D28E8D7BD183798 2017 2019-02-21 02:37:17Z JOSEPH NEUBAUER 2440 W EL CAMINO REAL NO 300 MOUNTAIN VIEW CA 94040 138891771 0 X N/A X 2016 PA TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES 3 1 0 3 0 -92932 10000000 126435352 0 0 0 -698581 0 0 10000000 125736771 0 450000 0 0 0 0 0 0 0 20650 490033 20650 940033 9979350 124796738 9979350 140071691 0 69696 9979350 140001995 TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES 0 0 534285 425000 0 ARTS & CULTURE 31428 25000 0 GENERAL NONPROFIT SUPPORT 565713 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 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 3 1 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X PAUL VELASKI 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 0.50 40.00 X X 0 280505 62586 ERICA WOOD SECRETARY 0.50 40.00 X X 0 256121 64465 0 536626 127051 0 0 1 0 SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 MANAGEMENT FEE 231426 SPRING CREEK INVESTMENT LP THREE LOGAN SQUARE SUITE 4050 PHILADEPHIA PA 19103 INVESTMENT FEE 219508 SPRING CREEK INVESTMENT MANAGEMENT LLC THREE LOGAN SQUARE SUITE 4050 PHILADEPHIA PA 19103 MANAGEMENT FEE 120787 3 126435352 53298686 126435352 419 419 12456000 13155000 -699000 -699000 -699000 125736771 0 0 -698581 450000 450000 231426 115713 115713 20116 20116 12600 12600 219508 219508 1065 1065 54 54 5264 5264 940033 565713 374320 0 79486 9979350 139992205 9979350 140071691 0 69696 0 69696 X 9979350 140001995 9979350 140001995 9979350 140071691 124796738 5225907 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. 0 LIMITED PARTNERSHIPS 139992205 F 139992205 X 130743170 5225907 5225907 125517263 219508 219508 125736771 720525 0 720525 219508 219508 940033 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 BARNES FOUNDATION 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 236000149 501(C)(3) 400000 ARTS & CULTURE CENTRAL PARK CONSERVANCY INC 14 EAST 60TH STREET NEW YORK NY 10022 133022855 501(C)(3) 25000 GENERAL NONPROFIT SUPPORT PHILADELPHIA MUSEUM OF ART PO BOX 7646 PHILADELPHIA PA 19101 231365388 501(C)(3) 25000 ARTS & CULTURE 3 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 1 0 0 0 0 0 0 0 MARI ELLEN LOIJENS TREASURER 0 280505 0 0 0 0 0 38500 0 24086 0 343091 0 0 ERICA WOOD SECRETARY 0 256121 0 0 0 0 0 37806 0 26659 0 320586 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. 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. X 10 53298686 0 0 0 0 PART I, COLUMN (B): THE NUMBER LISTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 2 MARI ELLEN LOIJENS 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 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. 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 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 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 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 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 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 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 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 STARTUP EDUCATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 273533876 EDUCATION FUNDING 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 38626168 163827113 0 -205870 0 1.00000 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 125728843 CASH TRANSFER