2014-10-28T14:13:02-05:00 2013-12-31 910189318 MOSS ADAMS LLP 975 OAK STREET SUITE 500 EUGENE OR 97401 990 2013-01-01 721563142 THE DIRK AND CHARLENE KABCENELL FOUND C/O SILICON VALLEY COMMUNITY FOUNDATION DIRK 6504505400 2440 WEST EL CAMINO REAL NO 300 MOUNTAIN VIEW CA 94040 CHARLENE KABCENELL PRESIDENT 6504505400 2014-10-06 1 TRACY S PAGLIA P00366884 5416861040 2013 2015-11-30 17:44:51Z CHARLENE KABCENELL 2440 WEST EL CAMINO REAL NO 300 MOUNTAIN VIEW CA 94040 4909852 0 X N/A X 2003 CA THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO SUPPORT THE SILICON VALLEY COMMUNITY FOUNDATION BY ENGAGING IN THE SAME CHARITABLE PURPOSES AS THE SILICON VALLEY COMMUNITY FOUNDATION. THE CORPORATION IS ORGANIZED TO HELP BUILD ROBUST AND SUSTAINABLE COMMUNITIES BY INVESTING IN PEOPLE AND CONSERVING NATURAL RESOURCES. 3 3 0 0 0 0 4002960 1453831 0 0 351489 555400 14 0 4354463 2009231 2457600 3288186 0 0 0 0 0 0 0 326558 171084 2784158 3459270 1570305 -1450039 11515134 10149479 43084 11527 11472050 10137952 X THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO SUPPORT THE SILICON VALLEY COMMUNITY FOUNDATION BY ENGAGING IN THE SAME CHARITABLE PURPOSES AS THE SILICON VALLEY COMMUNITY FOUNDATION. THE CORPORATION IS ORGANIZED TO HELP BUILD ROBUST AND SUSTAINABLE COMMUNITIES BY INVESTING IN PEOPLE AND CONSERVING NATURAL RESOURCES. 0 0 1784346 1751100 EDUCATION: SUPPORT NONPROFITS WORKING IN THE AREA OF EDUCATION, INCLUDING SCIENCE AND ARTS EDUCATION PROGRAMS. 956726 938900 ENVIRONMENT: TO SUPORT NONPROFITS WORKING IN THE AREA OF ENVIRONMENTAL PROTECTION AND SERVICE. 563179 552686 BUILDING COMMUNITY: TO SUPPORT NONPROFITS WORKING TO IMPROVE QUALITY OF LIFE THROUGH STRONG NEIGHBORHOODS AND COMMUNITY SERVICE PROGRAMS. 36938 36250 ARTS & CULTURE: SUPPORT NONPROFITS IN THE AREA OF VISUAL, PERFORMING, THEATER, DANCE, MUSIC, AND OTHER ARTS AND CULTURAL ORGANIZATIONS. 7133 7000 SUPPORTING FAMILIES: SUPPORT OF NONPROFIT ORGANIZATIONS WORKING IN THE AREA OF FAMILY SERVICES. 2294 2250 HEALTH & WELLNESS: TO SUPPORT NONPROFITS THAT SERVE THE BROADER COMMUNITY AND PEOPLE IN NEED, INCLUDING SERVICES TO THE HOMELESS, HOUSING, CRIME AND LEGAL SERVICES, JOB TRAINNING AND OTHER COMMUNITY NEEDS. 46365 45500 3350616 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 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 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X VERA BENNETT 6504505400 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 CHARLENE KABCENELL PRESIDENT 0.50 X X 0 0 0 NANCY RAGEY VICE PRESIDENT 0.50 X X 0 0 0 AMY GERSTEIN DIRECTOR 0.50 X 0 0 0 DIRK KABCENELL TREASURER 0.50 X 0 0 0 LEIGH STILWELL SECRETARY 0.50 40.00 X 0 179292 22360 0 179292 22360 0 0 1 0 SVCF 2440 WEST EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 MANAGEMENT SERVICES 107707 1 1453831 453831 1453831 119400 119400 3336621 2900621 436000 436000 436000 2009231 0 0 555400 3288186 3288186 113064 53854 59210 2402 2402 2300 2300 43141 43141 1600 1600 4574 4574 61 61 3942 3942 3459270 3350616 108654 0 1245 8467 11513889 10141012 11515134 10149479 43084 11527 43084 11527 X 11472050 10137952 11472050 10137952 11515134 10149479 -1450039 115941 0 X 0 1 X 1 0 X X X 0 0 0 SVCF 205205488 7 1 520686 1 520686 SCHEDULE A, LINE 11H(I) "SVCF" IS AN ABBREVIATION FOR THE SILICON VALLEY COMMUNITY FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 3575 0 91961 0 95536 3459270 348736965 3459270 348832501 322964 1000000 80741 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 55052 69228 216432 95536 436248 250000 250000 250000 250000 1000000 1500000 55052 60000 125000 3575 243627 0 CASH & CASH EQUIVALENTS 791739 F FIXED INCOME 1509656 F EQUITIES 2862937 F HEDGE FUNDS 4976680 F 10141012 X PART X, LINE 2: THE COMMUNITY FOUNDATION AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES ARE TAX-EXEMPT ORGANIZATIONS AND ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT ON UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(A) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE COMMUNITY FOUNDATION AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) OF THE INTERNAL REVENUE CODE AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE COMMUNITY FOUNDATION AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES DO NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE COMMUNITY FOUNDATION AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES FILE INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS. THE COMMUNITY FOUNDATION AND ITS SUPPORTING ORGANIZATIONS AND AFFILIATES ARE NOT SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010 AND 2009 FOR ITS STATE FILINGS. 1 AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES 1000 THOMAS JEFFERSON STREET NW SUITE 400 WASHINGTON DC 200073839 250965219 501(C)(3) 100000 EDUCATION BAY AREA COUNCIL FOUNDATION 201 CALIFORNIA STREET SUITE 1450 SAN FRANCISCO CA 94111 201826827 501(C)(3) 25000 EDUCATION CALIFORNIA ACADEMY OF SCIENCES 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 941184503 941156258 501(C)(3) 10000 EDUCATION CALIFORNIA LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 350 FRANK H OGAWA PLAZA SUITE 1100 OAKLAND CA 946122018 943232552 501(C)(3) 20000 ENVIRONMENT CHILDREN NOW 1404 FRANKLIN STREET SUITE 700 OAKLAND CA 94612 943059243 501(C)(3) 323000 EDUCATION EDSOURCE INC 436 14TH STREET SUITE 723 OAKLAND CA 94612 942434900 501(C)(3) 100000 EDUCATION ENVIRONMENTAL DEFENSE FUND INCORPORATED 123 MISSION STREET 28TH FLOOR SAN FRANCISCO CA 941051551 116107128 501(C)(3) 110000 ENVIRONMENT ENVIRONMENTAL VOLUNTEERS INC 2560 EMBARCADERO ROAD PALO ALTO CA 94303 942550385 501(C)(3) 10000 ENVIRONMENT GOLDEN GATE AUDUBON SOCIETY INC 2530 SAN PABLO AVENUE SUITE G BERKELEY CA 94702 946086896 501(C)(3) 8000 ENVIRONMENT KQED INC 2601 MARIPOSA STREET SAN FRANCISCO CA 941101400 941241309 501(C)(3) 125000 EDUCATION MARINE APPLIED RESEARCH AND EXPLORATION 1160 BRICKYARD COVE ROAD 101 RICHMOND CA 94801 311821639 501(C)(3) 10000 ENVIRONMENT MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE ROOM 11-120 11-120 CAMBRIDGE MA 021394307 042103594 501(C)(3) 127000 EDUCATION MILLS COLLEGE OFFICE OF INSTITUTIONAL ADVANCEMENT 5000 MACARTHUR BOULEVARD OAKLAND CA 94613 941156566 501(C)(3) 100000 EDUCATION MONTEREY BAY AQUARIUM FOUNDATION 886 CANNERY ROW MONTEREY CA 939401085 942487469 501(C)(3) 30000 ENVIRONMENT NATIONAL AUDUBON SOCIETY INC 225 VARICK STREET 7TH FLOOR NEW YORK NY 10014 131624102 501(C)(3) 35000 ENVIRONMENT NATURAL RESOURCES DEFENSE COUNCIL INC 40 WEST 20TH STREET NEW YORK NY 100114217 132654926 501(C)(3) 110000 ENVIRONMENT NATURE CONSERVANCY INC 201 MISSION STREET FOURTH FLOOR SAN FRANCISCO CA 94015 530242652 501(C)(3) 110000 ENVIRONMENT NORTHERN CALIFORNIA GRANTMAKERS 625 MARKET STREET THIRD FLOOR SAN FRANCISCO CA 94105 942761355 501(C)(3) 25000 ENVIRONMENT PENINSULA OPEN SPACE TRUST 222 HIGH STREET PALO ALTO CA 943011040 942392007 501(C)(3) 20200 ENVIRONMENT PIVOT LEARNING PARTNERS 731 MARKET STREET SUITE 400 SAN FRANCISCO CA 94103 943227655 501(C)(3) 100000 EDUCATION PUBLIC ADVOCATES INC 131 STEUART STREET SUITE 300 SAN FRANCISCO CA 94105 237103042 501(C)(3) 25000 EDUCATION PUBLIC POLICY INSTITUTE OF CALIFORNIA 500 WASHINGTON STREET SUITE 600 SAN FRANCISCO CA 94111 943207299 501(C)(3) 87600 EDUCATION REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS CASHIERS OFFICE PO BOX 989062 WEST SACRAMENTO CA 957989062 946036494 501(C)(3) 60000 EDUCATION RESOURCE MEDIA A NON PROFIT CORPORATION 600 STEWART STREET SUITE 1201 SEATTLE WA 98101 820564961 501(C)(3) 10000 ENVIRONMENT SACRAMENTO COUNTY OFFICE OF EDUCATION READING LIONS CENTER 10461 OLD PLACERVILLE ROAD SUITE 130 SACRAMENTO CA 95827 946002536 PUBLIC AGENCY/GOV 10000 EDUCATION SANTA CLARA VALLEY AUDUBON SOCIETY 22221 MCCLELLAN ROAD CUPERTINO CA 950144030 946081420 501(C)(3) 10000 ENVIRONMENT SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 940401498 205205488 501(C)(3) 520686 BUILDING COMMUNITY STANFORD UNIVERSITY GIFT PROCESSING OFFICE PO BOX 20466 20466 STANFORD CA 943090466 941156365 501(C)(3) 182000 EDUCATION SUSTAINABLE CONSERVATION 98 BATTERY STREET SUITE 302 SAN FRANCISCO CA 941115512 943232437 501(C)(3) 110000 ENVIRONMENT THE CORAL REEF ALLIANCE 351 CALIFORNIA STREET SUITE 650 SAN FRANCISCO CA 941042407 943211245 501(C)(3) 55000 ENVIRONMENT THE EDUCATION TRUST ACCOUNTING DEPARTMENT 1250 H ST NW SUITE 700 WASHINGTON DC 20005 521982223 501(C)(3) 25000 EDUCATION THE EXPLORATORIUM DEVELOPMENT DEPARTMENT PIERS 15/17 SAN FRANCISCO CA 941111456 941696494 501(C)(3) 10000 EDUCATION THE OCEAN CONSERVANCY INC 2029 K STREET NW WASHINGTON DC 20006 237245152 501(C)(3) 110000 ENVIRONMENT THE PEW CHARITABLE TRUSTS 2005 MARKET STREET SUITE 1700 PHILADELPHIA PA 191037077 562307147 501(C)(3) 150000 ENVIRONMENT THE TECH MUSEUM OF INNOVATION 201 SOUTH MARKET STREET SAN JOSE CA 951132008 942864660 501(C)(3) 135000 EDUCATION THEATREWORKS PO BOX 50458 PALO ALTO CA 943030458 942831245 501(C)(3) 35000 ARTS & CULTURE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY COMMUNIVERCITY SAN JOSE 651 MACREDES AVENUE SAN JOSE CA 95116 830403915 501(C)(3) 75000 EDUCATION UNITED WAY OF GREATER LOS ANGELES 1150 SOUTH OLIVE STREET SUITE T500 LOS ANGELES CA 90015 952274801 501(C)(3) 50000 EDUCATION UNIVERSITY OF CALIFORNIA SANTA CRUZ FOUNDATION UNIVERSITY RELATIONS 1156 HIGH STREET SANTA CRUZ CA 950641077 237394590 501(C)(3) 11000 EDUCATION YMCA OF SILICON VALLEY 80 SARATOGA AVENUE SANTA CLARA CA 95051 941156318 501(C)(3) 7500 BUILDING COMMUNITY 40 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 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 0 0 0 0 0 0 0 0 LEIGH STILWELL SECRETARY 0 179292 0 0 0 0 0 8964 0 13396 0 201652 0 0 SCHEDULE J, PART II, REPORTED SALARIES: THIS SECTION INCLUDES SALARIES OF SILICON VALLEY COMMUNITY FOUNDATION EXECUTIVES WHO ARE BOARD MEMBERS OF THE DIRK AND CHARLENE KABCENELL FOUNDATION. THESE SALARIES ARE NOT PAID BY THE DIRK AND CHARLENE KABCENELL FOUNDATION, AND ARE ONLY LISTED BECAUSE SILICON VALLEY COMMUNITY FOUNDATION IS A RELATED ORGANIZATION. X 1 453831 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 CHARLENE KABCENELL AND DIRK KABCENELL HAVE A FAMILY RELATIONSHIP. AMY GERSTEIN AND NANCY RAGEY 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 THE DIRK AND CHARLENE KABCENELL FOUNDATION. THE COMMUNITY FOUNDATION WAS REIMBURSED FOR THESE SERVICES. FORM 990, PART VI, SECTION B, LINE 11 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 DIRK AND CHARLENE KABCENELL FOUNDATION 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 SILICON VALLEY COMMUNITY FOUNDATION IS SUBJECT TO THE NORMAL REVIEW PROCESS OF THE COMMUNITY FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND GOVERNING/ORGANIZING DOCUMENTS CAN BE PROVIDED IN THE OFFICE, ON A CD, OR THROUGH EMAIL UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC (AND REFUSALS ARE RECORDED IN THE BOARD MEETING MINUTES). PART VII, SECTION B, LINE 1 (A) "SVCF" IS AN ABBREVIATION FOR THE SILICON VALLEY COMMUNITY FOUNDATION. 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) 11A-I SVCF 0 DRISCOLL FAMILY FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 770430921 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 11A-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) 11A-I SVCF 0 RAISING A READER 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 943390149 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 11A-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) 11A-I SVCF 0 REDDERE FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 770557056 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 11A-I SVCF 0 SKOLL FUND 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 770528216 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 11A-I SVCF 0 THE SOBRATO FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 800091312 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 11A-I SVCF 0 STAR HILL FUND 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 943338689 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 11A-I SVCF 0 GOOD VENTURES 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 452757586 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 11A-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) 11A-I SVCF 0 INTERVALIEN FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 900899545 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 11A-I SVCF 0 INNOVATE PUBLIC SCHOOLS 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 462155826 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 11A-I SVCF 0 STARTUP EDUCATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 273533876 GRANTS & COMMUNITY LEADERSHIP CA 501(C)(3) 11A-I SVCF 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 SILICON VALLEY COMMUNITY FOUNDAITON 2440 WEST EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 205205488 X 3575 91961 95536 345277425 345372961 1000000 250000 0 0 0 THE DIRK AND CHARLENE KABCENELL FOUNDATION 2440 WEST EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 721563142 X 0 0 0 3459270 3459270 322964 80741 0 0 0