2016-11-01T11:11:24-05:00 2015-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 226 Airport Parkway San Jose CA 95110 990PF 2015-01-01 770414630 The Silicon Valley Bank Foundation SILI 4086547330 3003 Tasman Drive Santa Clara CA 95054 Alicia Koht-Phipps TREASURER 4086547284 2016-09-14 1 Robert A Lee P00156212 4088556770 2015 2017-02-10 21:41:12Z X 963913 X X 770 770 0 770 770 0 0 0 2240 0 0 270 0 0 10 0 0 454 0 0 2974 0 0 196765 196765 199739 0 196765 -198969 770 1162882 963913 963913 1162882 963913 963913 0 0 X 1162882 963913 1162882 963913 1162882 963913 1162882 -198969 0 963913 0 963913 0 218359 1254010 0.174129 198246 1460933 0.135698 159750 1637183 0.097576 180750 1109116 0.162968 153040 991296 0.154384 0.724755 0.144951 1043674 151282 8 151290 196765 X 8 0 8 0 8 644 644 636 636 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A Alicia Koht-Phipps 4086547330 3003 TASMAN DRIVE SANTA CLARA CA 95054 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALICIA KOHT-PHIPPS 3003 Tasman Drive SANTA CLARA CA 95054 TREASURER 0.50 0 0 0 Jim Hori 2400 Hanover Street Palo Alto CA 94304 PRESIDENT/CHAIR 0.50 0 0 0 Scott Bergquist 380 INTERLOCKEN CRESCENT SUITE 600 Broomfield CO 80021 VICE PRESIDENT 0.50 0 0 0 ANN FONG 3003 Tasman Drive SANTA CLARA CA 95054 SECRETARY 0.50 0 0 0 Pamela Aldsworth 275 GROVE STREET SUITE 2-200 Newton MA 02466 DIRECTOR 0.50 0 0 0 Don Chandler 8705 SW Nimbus Suite 240 Beaverton OR 97008 DIRECTOR 0.50 0 0 0 MARC VERISSIMO 3003 Tasman Drive SANTA CLARA CA 95054 DIRECTOR 0.50 0 0 0 Carrie Merritt 8705 SW Nimbus Suite 240 Beaverton OR 97008 DIRECTOR 0.50 0 0 0 SCOTT CASE 2770 SAND HILL ROAD MENLO PARK CA 94025 DIRECTOR 0.50 0 0 0 SUE PLOTNIK 275 GROVE STREET SUITE 2-200 NEwton MA 02466 DIRECTOR 0.50 0 0 0 Jeff Strawn 3003 Tasman Drive Santa Clara CA 95054 DIRECTOR 0.50 0 0 0 Brenda Santoro 3003 Tasman Drive SANTA CLARA CA 95054 DIRECTOR 0.50 0 0 0 Dan Allred 275 GROVE STREET SUITE 2-200 Newton MA 02466 DIRECTOR 0.50 0 0 0 Craig Robinson 3003 Tasman Drive Santa Clara CA 95054 DIRECTOR 0.50 0 0 0 Katie Knepley 2270 SAND HILL ROAD MENLO PARK CA 94025 Director 0.50 0 0 0 NONE 0 NONE 0 0 1059568 0 0 1059568 0 0 1059568 15894 1043674 52184 52184 8 8 52176 0 52176 0 52176 196765 0 196765 8 196757 52176 0 0 153040 180750 159750 198250 218361 910151 196765 0 0 196765 0 0 52176 52176 1054740 0 0 0 0 0 0 100864 953876 180750 159750 198250 218361 196765 SILICON VALLEY BANK FOUNDAITON 3003 TASMAN DRIVE SANTA CLARA CA 95054 4059879147 To obtain an application email the Director of CRA at CRAActivities@svb.com. N/A Exclusions: SVBF will not consider grants for the following: - Organizations without IRC section 501(c)(3) public charity status - Memorial campaigns - Fundraising events - Political activities - Religious organizations - Research - Sponsorship of athletic events/programs - Endowment campaigns - Advertising - Organizations that discriminate on the basis of age, race, creed, or gender - Fundraising for charter or private schools - Parent Teacher Associations (PTAs) These general characteristics are only guidelines and the Board of Directors maintains discretion when choosing which grants to accept and how much to award. CRA Eligibility : Community Reinvestment Act (CRA) qualified grants are a small subset of grants. The CRA defines community developments as: - Community services targeted to LMI individuals - Financing businesses/farms either in LMI areas or that have positive employment impact on LMI individuals -Activities that otherwise revitalize or stabilize LMI Amigos de las Americas PO Box 1319 Menlo Park CA 94026 Inspires and builds young leaders through collaborative community development and immersion in cross 2500 Big Brothers Big Sisters of Colorado 1391 N Speer Blvd Suite 450 Denver CO 80204 Provide children facing adversity with strong and enduring, professionally supported one-to-one rela 1000 FRIENDS OF BOSTON'S HOMELESS INC 12 Wise St Boston MA 02130 To assist families in poverty 10000 Girl Scouts of Northern California 1650 Harbor Bay Pkwy 100 Alameda CA 94502 Daughters of Farm Workers program to support and encourage low income Latina girls to build life ski 1500 Jameson Ranch Rescue 1224 Adams St Suite C St Helena CA 94574 No kill animal rescue 1000 Playworks 650 5th Strett Suite 311 SAN FRANCISCO CA 94107 Education program 4500 Santa Clara Ballet Association 3123 Millar Ave Santa Clara CA 95051 Support the education of the arts 2000 American Canoe Association 503 Sophie St Suite 100 Frederickburg VA 22401 Serving the broader paddling public by providing education related to all aspects of paddling; stewa 1000 American Red Cross By Area Chapter 1663 Market St SAN FRANCISCO CA 94103 Relief for disasters 2500 Big Brothers Big Sisters of Colorado 1391 N Speer Blvd Suite 450 Denver CO 80204 Provide children facing adversity with strong and enduring, professionally supported one-to-one rela 1250 BUILD 2385 Bay Road Redwood City CA 94063 Helping underprivileged kids 13500 Cambrian Educational Foundation 4115 Jacksol Drive San Jose CA 95124 Learn and Play Preschool 1000 Centro Community Partners 825 Washington St Suite 228 Oakland CA 94607 Underserved entrepreneurs 2000 Embrace 1440 Broadway Suite 205 Oakland CA 94612 Funds to resource poor clinics in India with incubators, supporting low-birth weigh or pre-term infa 3000 Girl Scouts of Northern California 1310 S Bascom Ave San Jose CA 95128 Daughters of Farm Workers program to support and encourage low income Latina girls to build life ski 3000 Hamlin Robinson School 1700 E Union St Seattle WA 98122 Education for low income families 2500 Indian Health Center of Santa Clara Valley 1333 Meridian Ave San Jose CA 95125 High quality, culturally competent medical and wellness services to American Indians/Alaska Natives 2500 Kathryn Hughes Elementary 4949 Calle De Escuela Santa Clara CA 95051 Scholarships for low income students to participate in after school arts program 1000 Law Foundation of Silicon Valley 152 North Third St 3rd Floor San Jose CA 95112 Advances the rights of under-represented individuals and families in our diverse community through l 2500 Legal Aid of Marin 30 N San Pedro Road Suite 220 SAN RAFAEL CA 94903 Innovative court program which helps people address court fines through alternative sentencing 4000 Marin Montessori 5200 Paradise Dr Corte Madera CA 94925 Independent co-educational day school serving students 1500 Mark MacLennan Memorial 3003 Tasman Dr Santa Clara CA 95054 Donation in Marc Mcleann's Name - SVB'er who passed away 5000 Minds Matter of San Francisco PO Box 2511 SAN FRANCISCO CA 94126 Mentoring and education enrichment programs to high achieving low income high school students 2000 Morgan Hill Community Foundation PO Box 1974 Morgan Hill CA 95038 Philanthropy 2500 Mother's Grace 11440 N St Andrews Way Scottsdale CA 85254 Dedicated to the support of Mothers and children who have endured life tragedies 1000 One Step Closer Therapeutic Riding Inc 15770 Foothill Ave Morgan Hill CA 95037 Adaptive horseback riding and equine-assisted-therapy for individuals with physical and/or emotional 1000 Police Unity Tour 12 E Great Meadow Lane East Hanover NJ 07036 The primary purpose of the Police Unity Tour is to raise awareness of Law Enforcement Officers who h 1000 Project Sanctuary PO Box 1563 Granby CO 80446 Building schools in Africa 3000 Skys the Limit Fund Inc 4546 El Camino Real Suite 282 Los Altos CA 94022 Transforms the lives of at-risk youth by providing grants, support, and hope, through wilderness the 1500 Sustainable Silicon Valley 900 Lafayette St Santa Clara CA 95050 Collaborative initiative to produce significant environmental improvement and resource conservation 3500 Villa Montessori School 20900 Stevens Creek Blvd Cupertino CA 95014 Encourages independent, self-directed achievement. 2000 Arthritis Foundation Pacific Region (aka Arthritis Foundation Orange Coun PO Box 53490 Irvine CA 92619 Prevention and control of arthritis and related diseases 1000 Big Brothers Big Sisters of Bay Area 649 Mission Street 5th Floor San Francisco CA 94105 Provide children facing adversity with strong and enduring, professionally supported one-to-one rela 1000 Big Brothers Big Sisters of Colorado 1391 N Speer Blvd Suite 450 Denver CO 80204 Provide children facing adversity with strong and enduring, professionally supported one-to-one rela 2000 Catholic Charities of Santa Clara County 2625 ZANKER RD San Jose CA 95134 Catholic charity to provide self-sufficiency to Santa Clara County's underserved community 1500 Cheza Nami Foundation Inc 2744 Vista Diablo Ct Pleasanton CA 94566 Cheza Nami non profit foundation - promoting African culture and cultural diversity 1500 Destination Imagination 1111 South Union Ave Cherry Hill NJ 08002 Destination ImagiNation, Inc. seeks to be the world's foremost non-profit membership organization de 1000 Friends at Alameda Park and Recreation Foundation 3262 Madision St Alameda CA 94501 Organization whose mission is to promote, protect, and support recreation and park activities 2500 JDRF INTERNATIONAL 26 Broadway New York NY 10004 type 1 Diabetes research and support 2500 Legal Aid of Marin 30 N San Pedro Road Suite 220 SAN RAFAEL CA 94903 Innovative court program which helps people address court fines through alternative sentencing 2500 Loma Public Education Fund 23800 Summit Rd Los Gatos CA 95033 School district for special needs 1500 March of Dimes 670 East 3900 South St 1-105 Salt Lake City UT 84107 Neo - Natal ICP unit 5000 My Brother's Keeper PO Box 338 Easton MA 02356 Born out of an understanding about the issues facing both boys and men of color and their surroundin 2500 New Way Learning Academy 5048 East Oak Street Phoenix AZ 85008 Helps children who have learning difficulties and disabilities, Attention Deficit Disorder (ADD), dy 2500 Next Door Solutions to Domestic Violence 234 East Gish Road STE 200 San Jose CA 95112 Provide support for survivors of violence 5000 Pathway Home PO Box 3930 Yountville CA 94599 The Pathway Home provides veterans with educational, professional and clinical support designed to e 1500 Phoenix Children's Project 3219 E Cambelback Rd 228 Phoenix AZ 85018 Support children in low income areas of Phoenix 1000 Reel Recovery 160 Brookside Road NEEDHAM MA 02492 To assist cancer survivors 2500 South Shore Habitat for Humanity 20 Mathewson Dr Weymouth MA 02189 Support underprivileged and build homes 3000 TechBridge Inc 100 Peachtree St Suite 2090 ATLANTA GA 30303 Support low-income families 2500 The Leukemia and Lymphoma Society 675 North First Street SAN JOSE CA 95112 Support leukemia lymphoma/cancer 500 Alternative Family Services Inc 1421 Guerneville Rd Suite 218 Santa Rosa CA 95403 AFS is a California nonprofit agency whose mission is to support vulnerable children and families in 2500 Big Brothers Big Sisters of Bay Area 649 Mission Street 5th Floor SAN FRANCISCO CA 94105 Provide children facing adversity with strong and enduring, professionally supported one-to-one rela 1500 Blue Hills Educational Fund (BHEF) 12300 De Sanka Ave Saratoga CA 95070 parent run organization that raises money to enhance the educational experience for all students 1500 Emergency Family Assistance Association (EFAA) 1575 Yarmouth Ave Boulder CO 80304 To assist families in poverty 7500 Guardsmen (The) 1016 Lincoln Blvd Suite 205 SAN FRANCISCO CA 94129 At risk youth children and youth scholarships 2000 Health in Harmony 107 SE Washington St Suite 480 Portland OR 97214 Engaging community-led solutions for human health and the health of our planet. 2500 International Mental Health Research Organization (The) PO Box 680 RUTHERFORD CA 94573 Education for low income families 2500 Kyle Korver Foundation 1780 Sunrise Park Ctr Sandy UT 84092 Inner City efforts for disadvantaged youth 2515 Lamplighters Music Theatre PO Box 77367 SAN FRANCISCO CA 94107 Community theatre 1500 New York University 25 West 4th Street - 4th Floor Suite 311 New York NY 10012 Entrepreneurship center for undergrad and grad students 2500 Peninsula Bridge Program (The) PO Box 963 Menlo Park CA 94026 Peninsula Bridge transforms the lives of highly motivated, low-income students by preparing and supp 2500 Silicon Andhra 20660 Stevens Creek Blvd 111 Cupertino CA 95014 Goals to maintain and perpetuate the Telugu Samskruti (Culture), Sahityam (Literature) and Sampraday 6000 Silicon Valley Campaign for Legal Services 31 N 2nd St 4th Floor San Jose CA 95113 To assist in providing legal services for low-income 5000 Spark Igniting Global Change 101A Clay Ct Suite 188 SAN FRANCISCO CA 94111 Spark is a philanthropic network of young professionals who invest to improve the lives of women aro 2500 Summer Search 500 Sansome Street Suite 350 SAN FRANCISCO CA 94111 Summer Search has helped low-income students across the country rise to their potential and become b 2000 Sunnyvale Lions Club (Future Milpitas Heritage Lions Club) 788 Fairlands Ave SUNNYVALE CA 95008 an active interest in the civic, cultural, social and moral welfare of the community. 2000 VILLAGE HARVEST PO Box 9231 San Jose CA 95157 Support local food harvest for local hunger 2500 Amigos de las Americas PO Box 1319 Menlo Park CA 94026 Inspires and builds young leaders through collaborative community development and immersion in cross 3000 Asante Africa Foundation Inc 1334 Carlton Place Livermore CA 94550 To educate and empower the next generation of change agents, whose dreams and actions transform the 1500 Bay Area BMXers 2601 Blanding Ave Suite C278 Alameda CA 94501 At risk youth focusing on Bikes to keep youth motivated 2000 BUILD 2385 Bay Road Redwood City CA 94063 Helping underprivileged kids 6000 Girls Athletic Leadership School 750 Galapago St Denver CO 80204 GALS is the first and only all-girls charter school in Colorado 2500 Leigh High School HSC PAPA 15559 Union Sve 123 Los Gatos CA 95032 Spirit booster club 1000 San Jose Public Library Foundation 150 East San Fernando Street 4th Floor San Jose CA 95112 Support the library's Summer Reading Challenge program 2500 196765 0 14 770 0 770 0 770 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2240 0 0 PURSUANT TO THE IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE SILICON VALLEY BANK FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFIYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AND THE AMOUNT NEEDED TO SATISFY THE CURRENT YEAR DISTRIBUTION REQUIREMENTS AS BEING MADE OUT OF COURPUS. Bank fees 20 0 0 Office expense 434 0 0 other 270 0 0 Franchise taxes 10 0 0