2017-10-18T15:39:27-05:00 2016-12-31 910189318 Moss Adams LLP 975 Oak Street Suite 500 Eugene OR 97401 990 2016-01-01 273533876 Startup Education C/O Silicon Valley Community Foundation STAR 6504505400 2440 West El Camino Real No 300 Mountain View CA 94040 Paul Velaski Treasurer 6504505400 2017-10-18 1 Tracy S Paglia P00366884 5416861040 2017-10-18 12.129.7.100 2017-10-18 15:36:41 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 EE4C3990ADBFF1D7AB96F98A4D28E8D7BD183798 2016 2021-01-29 14:40:06Z MARK ZUCKERBERG 2440 West El Camino Real No 300 Mountain View CA 94040 53753542 0 X WWW.STARTUPEDUCATION.ORG X 2010 CA OUR MISSION IS TO TAKE A STARTUP APPROACH TO BUILDING A BETTER EDUCATION SYSTEM FOR ALL STUDENTS. X 6 3 0 0 0 0 56173623 24575015 0 0 469656 888851 0 0 56643279 25463866 66066790 57272043 0 0 1656023 953538 0 0 0 2219101 1519690 69941914 59745271 -13298635 -34281405 59848027 0 36620327 0 23227700 0 X THE PURPOSE IS TO (A) BUILD A BETTER EDUCATION SYSTEM FOR ALL STUDENTS; (B) ENSURE THAT ALL CHILDREN HAVE ACCESS TO A HIGH QUALITY EDUCATION; AND (C) CLOSE THE ACHIEVEMENT GAP BETWEEN THE ACADEMIC PERFORMANCE OF POOR STUDENTS AND WEALTHIER STUDENTS AND BETWEEN MINORITY STUDENTS AND THEIR NON-MINORITY PEERS. 0 0 59427028 57272043 0 Support of education reform efforts. 59427028 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 1 19 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 3 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X PAUL VELASKI - CFO 6504505400 2440 EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 X MARK ZUCKERBERG PRESIDENT 0.50 X X 0 0 0 SHERYL SANDBERG DIRECTOR 0.50 X 0 0 0 PRISCILLA CHAN DIRECTOR 0.50 X 0 0 0 EMMETT CARSON DIRECTOR 0.50 40.00 X 0 892689 56490 MARI ELLEN LOIJENS DIRECTOR 0.50 40.00 X X 0 273475 159703 PAUL VELASKI Treasurer 0.50 40.00 X 0 281750 102825 Jill Rademacher Thru 83016 Secretary 0.50 40.00 X X 0 209895 9442 JENNIFER HOLLERAN Thru 63016 EXECUTIVE DIRECTOR 40.00 X 0 387380 25222 0 2045189 353682 0 0 1 0 Growth Public Schools 4416 Arden Way Sacramento CA 95864 Consulting Services 250000 SVCF 2440 West El Camino Real Suite 300 Mountain View CA 94040 Management Services 163041 Sperling Economic Strategies LLC 5700 Canoga Avenue Ste 300 Woodland Hills CA 91367 Professional Services 140000 ADLER & COLVIN 235 Montgomery Street Suite 1220 San Francisco CA 94104 Legal Services 137545 MediaStorm LLC 1000 Dean Street STE 260 Brooklyn NY 11238 Consulting Services 125000 5 24575000 15 24575015 249465 249465 27822812 1106250 28267781 21895 -444969 1084355 639386 639386 25463866 0 0 888851 57272043 57272043 412602 371342 41260 514184 462766 51418 -27647 -24882 -2765 54399 48959 5440 163042 81521 81521 119548 107593 11955 25575 25575 67251 67251 13751 12376 1375 70 70 7176 6458 718 14036 11727 2309 178222 161150 17072 58766 52889 5877 16523 13471 3052 12606 6933 5673 PROGRAM EXPENSES 838703 838703 Repairs & maintenance 4297 3867 430 124 112 12 59745271 59427028 318243 0 26882507 0 24390 0 3800000 0 37125 0 0 0 17230 0 28485888 600887 0 59848027 0 372668 0 36247659 0 36620327 0 X 23227700 0 23227700 0 59848027 0 X -34281405 401924 10651781 X 0 1 X 1 0 X X X 1 SVCF 205205488 7 1 16321608 0 1 16321608 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, LINE 12(G)(I) "SVCF" IS AN ABBREVIATION FOR THE SILICON VALLEY COMMUNITY FOUNDATION. SCHEDULE A, PART IV, LINE 6 STARTUP: EDUCATION IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION ESTABLISHED AS A SUPPORTING ORGANIZATION OF SVCF IN ORDER TO SUPPORT VARIOUS EDUCATION-RELATED CAUSES, ORGANIZATIONS, AND CHARITIES. 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 X 25798539 401924 401924 25396615 67251 67251 25463866 49026239 0 49026239 67251 10651781 10719032 59745271 Part X, Line 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT FOR UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(A) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE SUPPORTING ORGANIZATION QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE ORGANIZATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AND FILES AN INFORMATIONAL RETURN IN THE U.S. FEDERAL AND STATE JURISDICTION. Part XII, Line 4b - Other Adjustments: Grants Reversal 11,250,000. Present value Adjustment -598,219. 1 Aim High for High School 2030 Harrison Street Third Floor San Francisco CA 94110 943296338 501(c)(3) 160000 Education Aspire University Inc 1001 22nd Avenue Oakland CA 94606 474649648 501(c)(3) 375000 Education Boys & Girls Club of the Peninsula 401 Pierce Road Menlo Park CA 94025 941552134 501(c)(3) 240000 Education Braven 1046 W Kinzie Street Suite 301 Chicago IL 60642 464340594 501(c)(3) 2400000 Education Camelback Ventures Inc 643 Magazine Street Suite 206 New Orleans LA 70130 463169470 501(c)(3) 250000 Education Center for Individual Opportunity Inc 1 Mifflin Place Suite 400 Cambridge MA 02138 461629781 501(c)(3) 750000 Education Children Now 1404 Franklin Street Suite 700 Oakland CA 94612 943059243 501(c)(3) 750000 Education Codeorg 1301 Fifth Avenue Suite 1225 Seattle WA 98101 460858543 501(c)(3) 500000 Education Community Foundation of New Jersey P O Box 338 Morristown NJ 079630338 222281783 501(c)(3) 23943078 Education Convergence 1133 19th Street NWSuite 410 Washington DC 20036 320280279 501(c)(3) 750000 Education DC Public Education Fund 3407 14th Street NW Washington DC 20010 261607955 501(c)(3) 225000 Education Design Tech High School 1800 Rollins Road Burlingame CA 94030 463705620 501(c)(3) 213000 Education Foundation for Newark's Future 60 Park Place Suite 604 Newark NJ 07102 273453412 501(c)(3) 2701828 Education Jose Valdes Math Foundation PO Box 26484 San Jose CA 95159 260825700 501(c)(3) 50000 Education Learning Forward 504 South Locust Street Oxford OH 45056 310955962 501(c)(3) 40000 Education Lindsay Unified School District 371 East Hermosa Street Lindsay CA 93247 770565329 Lindsay Unified Scho 738500 Education National Center for Research in Advanced Info & Digital Tec 425 Broadway Street Redwood City CA 94063 452708794 501(c)(3) 303830 Education New Leaders 505 14th St Suite 250 Oakland CA 94612 043519203 501(c)(3) 30000 Education New Profit Inc 200 Clarendon Street 44th Floor Boston MA 02116 043396766 501(c)(3) 500000 Education New Venture Fund 1201 Connecticut Avenue NW Suite 300 Washington DC 20036 205806345 501(c)(3) 2000000 Education NewSchools Venture Fund 1970 Broadway Suite 350 Oakland CA 94612 943281780 501(c)(3) 775000 Education President and Fellows of Harvard College 50 Church Street Cambridge MA 02138 042103580 501(c)(3) 750000 Education Rio Grande Valley Community Foundation 1200 Ash Avenue McAllen TX 78501 421533150 501(c)(3) 125000 Education Sequoia Union High School District 480 James Avenue Redwood City CA 94062 Sequoia Union High S 340000 Education Silicon Valley Community Foundation 2440 West El Camino Real Mountain View CA 94040 205205488 501(c)(3) 16321608 Education Surge Institute 320 West Ohio Street Suite 3W Chicago IL 60654 471995566 501(c)(3) 250000 Education Teach for America Inc St Louis RegionPO Box 398639 San Francisco CA 941398639 133541913 501(c)(3) 775000 Education Third Sector New England Inc 89 South Street Suite 700 Boston MA 02111 042261109 501(c)(3) 265199 Education Turnaround for Children Inc 25 West 45th Street 6th Floor New York NY 10036 061495529 501(c)(3) 750000 Education 29 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 BE USED SOLELY FOR THE PURPOSE SPECIFIED IN THIS 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 SUPPORTING ORGANIZATION IN CARE OF SILICON VALLEY COMMUNITY FOUNDATION. 0 1 0 0 0 0 0 0 0 EMMETT CARSON DIRECTOR 0 660000 0 132000 0 100689 0 35000 0 21490 0 949179 0 0 MARI ELLEN LOIJENS DIRECTOR 0 273475 0 0 0 0 0 138250 0 21453 0 433178 0 0 PAUL VELASKI Treasurer 0 281750 0 0 0 0 0 88250 0 14575 0 384575 0 0 Jill Rademacher Thru 83016 Secretary 0 209895 0 0 0 0 0 0 0 9442 0 219337 0 0 JENNIFER HOLLERAN Thru 63016 EXECUTIVE DIRECTOR 0 283994 0 103386 0 0 0 13250 0 11972 0 412602 0 0 scHEDULE J, PART I, LINE 4b: MARI ELLEN LOIJENS AND PAUL VELASKI RECEIVED nontaxable retirement benefits OF $125,000 AND $75,000 RESPECTIVELY from SVCF IN 2016. SCHEDULE J, PART II, REPORTED SALARIES: THIS SECTION INCLUDES SALARIES OF SILICON VALLEY COMMUNITY FOUNDATION EXECUTIVES WHO ARE BOARD MEMBERS OF STARTUP: EDUCATION. THESE SALARIES ARE NOT PAID BY STARTUP: EDUCATION, AND ARE ONLY LISTED BECAUSE SILICON VALLEY COMMUNITY FOUNDATION IS A RELATED ORGANIZATION. THIS SECTION ALSO INCLUDES THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF STARTUP: EDUCATION THAT IS PAID BY SILICON VALLEY COMMUNITY FOUNDATION AND REIMBURSED BY STARTUP: EDUCATION. Mark Zuckerberg Director 1106250 Purchase of assets 0 Priscilla Chan Director 1106250 Purchase of assets 0 Sch L, Part IV, Line 1 An entity owned 100% by the interested person acquired certain assets from Startup:Education. In addition to acquiring assets, the entity assumed independent contractor agreements and a lease for the office space. The assets purchased were valued by an independent valuation firm selected by Startup:Education. The transaction was approved by the disinterested members of the board. Sch L, Part IV, Line 2 An entity indirectly owned 100% by the interested person acquired certain assets from Startup:Education. In addition to acquiring assets, the entity assumed independent contractor agreements and a lease for the office space. The assets purchased were valued by an independent valuation firm selected by Startup:Education. The transaction was approved by the disinterested members of the board. Intellectual Property 2016-07-01 1106250 Appraised Value 820734145 CZI Services LLC 314 Lytton Ave Suite 200 Palo Alto CA 94301 Limited Liability Company 0 1 1 0 Schedule N, Part II, Line 2b Jennifer Holleran became an employee of CZI Services, LLC following the sale of the assets. Schedule N, Part II, Line 2c MARK ZUCKERBERG DIRECTLY OWNS 100% OF CZI SERVICES, LLC. Priscilla Chan indirectly owns 100% of CZI Services, LLC. Form 990, Part VI, Section A, line 2 MARK ZUCKERBERG AND SHERYL SANDBERG HAVE A BUSINESS RELATIONSHIP. Mark Zuckerberg and Priscilla Chan have a family 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 STARTUP EDUCATION. THE COMMUNITY FOUNDATION WAS REIMBURSED FOR THESE SERVICES. Form 990, Part VI, Section B, line 11b THE 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE DURING THEIR MEETING. FORM 990 IS PLACED ON A SECURED WEB SITE OR SENT BY EMAIL FOR THE GOVERNING BODY TO REVIEW. Form 990, Part VI, Section B, line 12c ANNUALLY EACH BOARD MEMBER OF THE STARTUP EDUCATION 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 HUMAN RESOURCES STAFF REVIEWS COMPARABILITY DATA FOR ALL STAFF. THE COMPENSATION OF THE OFFICERS AND DIRECTORS WHO ARE EMPLOYEES OF THE SILICON VALLEY COMMUNITY FOUNDATION IS SUBJECT TO THE NORMAL REVIEW PROCESS OF THE COMMUNITY FOUNDATION. Form 990, Part VI, Section C, line 19 THE FINANCIAL STATMENTS AND GOVERNING/ORGANIZATIONAL DOCUMENTS ARE PROVIDED 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 VII, Section B "SVCF" is an abbreviation for the Silicon Valley Community Foundation. Form 990, Part XI, line 9: Grants Reversal 11,250,000. Present value adjustment -598,219. 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 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 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 Dropobox 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 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0