2025-11-10T15:33:08+00:00 2024-12-31 350921680 CROWE LLP 575 Market Street Suite 3300 San Francisco CA 941055829 990 2024-01-01 813609752 Neubauer Family Charitable Trust NEUB 6504505400 444 Castro Street Suite 140 Mountain View CA 94041 Joseph Neubauer Chairman 2025-11-10 true true Diane Kirmaci P01578407 4155761100 2025-11-10 2024 2025-03-06 01:10:19Z Joseph Neubauer 444 Castro Street Suite 140 Mountain View CA 94041 10331582 false X n/a X 2016 PA TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES 3 1 0 1 0 260717 0 0 0 0 0 0 0 0 0 0 9325536 9960407 0 0 0 0 0 0 449179 399273 9774715 10359680 -9774715 -10359680 296320504 290534014 2000000 21478 294320504 290512536 X TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES false false 4918207 4855427 0 EDUCATION: Programs to support access to quality learning, academic achievement, and lifelong educational opportunities. 4558185 4500000 0 ARTS & CULTURE: Support for arts education, cultural preservation, and public engagement in creative activities. 308924 304980 0 COMMUNITY IMPROVEMENT, ENVIRONMENT, & PUBLIC SAFETY 303879 300000 0 YOUTH DEVELOPMENT: Support for programs and services that promote the well-being, skills, and positive development of young people. 303879 300000 10089195 true false false false false false false false false false false true false false false true true true false false false false false false false false false true false true false false false false false false false false false false false false false false false true true true false false true 1 0 true 0 true true false false false false false false false false false false false X 3 1 false true false false false true false true false false false false true true true true true true false false false false CA X ELIZABETH A CAREY 6504505400 444 CASTRO STREET SUITE 140 MOUNTAIN VIEW CA 94041 Elizabeth A Carey Treasurer 0.5 41.5 X X 0 570212 74236 Joseph Neubauer Chair 0.5 0 X X 0 0 0 Nicole Taylor Secretary 0.5 42.0 X X 0 1177663 90823 Gina Dalma Former Officer 0.0 0.0 X 0 175981 0 0 1923856 165059 0 true true false 0 0 0 0 0 0 0 0 0 10331582 10331582 0 0 0 0 0 0 0 0 0 0 0 0 9960407 9960407 257575 128788 128787 44738 44738 0 0 0 0 8868 8868 UBI TAXES 87797 87797 BANK, CREDIT CARD & FILING FEES 295 295 0 0 0 0 10359680 10089195 270485 0 2024974 18354 0 0 0 0 0 294295530 290515660 0 0 0 296320504 290534014 0 21478 2000000 0 0 0 0 2000000 21478 X 294320504 290512536 294320504 290512536 296320504 290534014 -10359680 6551712 0 X false true true false X X X 1 SILICON VALLEY COMMUNITY FOUNDATION 205205488 7 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false Closely-held equity interests Financial derivatives Limited Partnerships 290515660 F 290515660 0 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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 jurisdictions. true Calder Gardens 2100 Benjamin Franklin Parkway Philadelphia PA 19103 852458469 501(c)(3) 4500000 0 N/A N/A Arts & Culture University of Chicago 5235 S Harper Ct 4th Fl Chicago IL 60615 362177139 501(c)(3) 3223417 0 N/A N/A Education Tufts University PO Box 3306 Boston MA 02241 042103634 501(c)(3) 910000 0 N/A N/A Education American Friends of the Hebrew University Inc 199 Water St 11th Fl New York NY 10038 131568923 501(c)(3) 315000 0 N/A N/A Education Cobbs Creek Restoration and Community Foundation 300 Conshohocken State Road Suite West Conshohocken PA 19428 821942476 501(c)(3) 300000 0 N/A N/A Youth Development American Friends of The Tel Aviv University Inc 8 West 40th Street 8th Floor New York NY 10018 131996126 501(c)(3) 141920 0 N/A N/A Education Saint Josephs University 5600 City Ave Philadelphia PA 19131 231352674 501(c)(3) 125000 0 N/A N/A Education Pennsylvania Horticultural Society 100 N 20th Street 5th Floor Philadelphia PA 19103 231352265 501(c)(3) 100000 0 N/A N/A Environment Black Male Community Council of Philadelphia 4300 Germantown Ave Philadelphia PA 19140 833531816 501(c)(3) 80000 0 N/A N/A Public Safety Temple University PO Box 2890 New York NY 10116 231365971 501(c)(3) 74980 0 N/A N/A Community Improvement & Capacity Building Parkway Council Foundation 1651 Benjamin Franklin Pkwy Philadelphia PA 19103 232309992 501(c)(3) 50000 0 N/A N/A Community Improvement & Capacity Building American Society of the University of Haifa 80 Broad Street Suite 2102 New York NY 10004 136220819 501(c)(3) 49000 0 N/A N/A Education Trustees of the University of Pennsylvania PO Box 71332 Philadelphia PA 19176 231352685 501(c)(3) 46450 0 N/A N/A Education Foundations Inc 701 East Gate Drive Suite 300 Mount Laurel NJ 08054 521801849 501(c)(3) 44640 0 N/A N/A Education 14 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Grants to 501(c)(3) organizations: by accepting the grants, 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. true false false false false false false false Elizabeth A Carey Treasurer 0 541492 0 28000 0 720 0 50213 0 24023 0 644448 0 0 Nicole Taylor Secretary 0 1050599 0 33839 0 93225 0 57500 0 33323 0 1268486 0 0 Gina Dalma Former Officer 0 0 0 0 0 175981 0 0 0 0 0 175981 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment Gina Dalma - $175,981 Schedule J, Part I, Line 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION THE ORGANIZATION RELIED ON SVCF, A RELATED ORGANIZATION, TO SET COMPENSATION FOR THE ORGANIZATION'S CEO. SVCF USED ONE OR MORE OF THE METHODS DESCRIBED ON SCHEDULE J, PART I, LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. 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. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 303,879 including grants of $ 300,000)(Revenue $ 0) YOUTH DEVELOPMENT: Support for programs and services that promote the well-being, skills, and positive development of young people. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION NEUBAUER FAMILY CHARITABLE TRUST HAS NO EMPLOYEES. THE COMPENSATION OF THE EMPLOYEES OF THE SILICON VALLEY COMMUNITY FOUNDATION IS SUBJECT TO THE NORMAL REVIEW AND APPROVAL PROCESS OF THE COMMUNITY FOUNDATION. Form 990, Part VI, Line 3 Delegation of management duties 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, Line 7a Members or stockholders electing members of governing body The trustees are divided into two classes: Class A and Class B. Silicon Valley Community Foundation, the supported organization, has the power to appoint the two Class A Trustees. The Class B Trustee and its successor will be appointed by Joseph Neubauer or his designee. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body There are no committees with the Authority to act on behalf of the governing body. Form 990, Part VI, Line 11b Review of form 990 by governing body 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, Line 12c Conflict of interest policy In connection with any actual or possible conflict of interest, an interested person must disclose to the governing board on an annual basis through the "990 and conflict of interest" questionnaire and upon discovery of a potential conflict within 30 days. Via the questionnaires, provided by the executive vice president of finance and operations, the interested person must disclose a list of offices and directorships he or she holds in charitable and business organizations and to identify his or her place of employment or principal business activity as well as the organizations, corporations and other businesses with which each person and his or her spouse or other relative may be affiliated. After disclosure by the interested person of all related financial interests and all related material facts, the board will discuss and make a determination if a conflict of interest exists. In the event the organization is considering a procurement of services from an organization in which an interested person is an officer, director, or is employed, the interested person shall so inform the governing board of the conflict. The interested person may be present during the deliberation to answer questions, but must recuse himself/herself from voting on the procurement. Form 990, Part VI, Line 19 Required documents available to the public THE AUDITED FINANCIAL STATEMENTS AND GOVERNING/ORGANIZING DOCUMENTS CAN BE REVIEWED IN THE OFFICE OR PROVIDED ELECTRONICALLY VIA AN EMAILED LINK TO THE DOCUMENT IN BOX, A SECURE ONLINE CONTENT MANAGEMENT SYSTEM, UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. SILICON VALLEY COMMUNITY FOUNDATION 444 CASTRO STREET 140 MOUNTAIN VIEW CA 94041 205205488 GRANTS & COMMUNITY LEADERSHIP CA 501(c)(3) 7 NA false THE REAL ESTATE TRUST 444 CASTRO STREET 140 MOUNTAIN VIEW CA 94041 043701887 GRANTS & COMMUNITY LEADERSHIP CA 501(c)(3) Type I SVCF false SKOLL FUND 444 CASTRO STREET 140 MOUNTAIN VIEW CA 94041 770528216 GRANTS & COMMUNITY LEADERSHIP CA 501(c)(3) Type I SVCF false THE SOBRATO FOUNDATION 444 CASTRO STREET 140 MOUNTAIN VIEW CA 94041 800091312 GRANTS & COMMUNITY LEADERSHIP CA 501(c)(3) Type I SVCF false THE CHONG-MOON LEE FOUNDATION 444 CASTRO STREET 140 MOUNTAIN VIEW CA 94041 770414442 GRANTS & COMMUNITY LEADERSHIP CA 501(c)(3) Type I SVCF false INTERVALIEN FOUNDATION 444 CASTRO STREET 140 MOUNTAIN VIEW CA 94041 900899545 GRANTS & COMMUNITY LEADERSHIP CA 501(c)(3) Type I SVCF false LL GREEN FROM GARBAGE 444 CASTRO STREET 140 MOUNTAIN VIEW CA 94041 813609752 GRANTS & COMMUNITY LEADERSHIP CA 501(c)(3) Type I SVCF false DRISCOLL FAMILY FOUNDATION 444 CASTRO STREET 140 MOUNTAIN VIEW CA 94041 770430921 GRANTS & COMMUNITY LEADERSHIP CA 501(c)(3) Type I SVCF false SHUCHMAN LESSER FOUNDATION 444 CASTRO STREET 140 MOUNTAIN VIEW CA 94041 820637263 GRANTS & COMMUNITY LEADERSHIP DE 501(c)(3) Type I SVCF false DESTINATION HOME SV 155 E YOUNGER AVE SAN JOSE CA 95112 823353174 GRANTS & COMMUNITY LEADERSHIP CA 501(c)(3) Type I SVCF false BIOME GLOBAL FOUNDATION 444 CASTRO STREET 140 MOUNTAIN VIEW CA 94041 874110945 GRANTS & COMMUNITY LEADERSHIP CA 501(c)(3) Type I SVCF false K18N FOUNDATION 444 CASTRO STREET 140 MOUNTAIN VIEW CA 94041 873826691 GRANTS & COMMUNITY LEADERSHIP CA 501(c)(3) Type I SVCF false NEXT EGG INVESTMENTS (NFCT) LP 1717 ARCH STREET SUITE 4050 PHILADELPHIA PA 19103 814245471 INVESTMENT DE NEUBAUER FAMILY CHARITABLE TRUST Excluded 15576918 324519729 false -748217 false CHESWOLD (ALMONDS) LLC 1403 FOULK ROAD SUITE 200 WILMINGTON DE 19803 463246795 FARMING DE NEXT EGG INVESTMENTS (NFCT) LP Unrelated -1108172 10211629 false -1108172 false CHESWOLD (COLLEGE PARK PREFERRED) LLC 1717 ARCH STREET SUITE 4050 PHILADELPHIA PA 19103 921510579 INVESTMENT PA NEXT EGG INVESTMENTS (NFCT) LP Unrelated 0 11282267 false 0 false LV WEST LANE COLUMBUS GP LLC 704 W 9TH STREET AUSTIN TX 78701 880761472 INVESTMENT DE NEXT EGG INVESTMENTS (NFCT) LP Excluded -3671 4992685 false 0 false SU FUND I A SERIES OF WAY FINDER INVESTMENTS LP 119 SOUTH MAIN STREET SUITE 220 SEATTLE WA 95104 INVESTMENT DE NEXT EGG INVESTMENTS (NFCT) LP Excluded 0 0 false 0 false AEGIS RESERVE PARTNERS LP 2404 DOVE VALLEY COURT LAS VEGAS NV 89134 990401275 Investment CA NA N/A false false ICONIQ ACCESS XLI LP 50 BEALE ST STE 2300 San Francisco CA 94105 473148077 Investment CA NA N/A false false ICONIQ DC FUND I FEEDER (TE) LP 50 BEALE ST STE 2300 San Francisco CA 94105 813354580 Investment CA NA N/A false false ICQ CPE 2018 B LP 50 BEALE ST STE 2300 San Francisco CA 94105 822693176 Investment CA NA N/A false false ICQ CPE 2019 B LP 50 BEALE ST STE 2300 San Francisco CA 94105 831825403 Investment CA NA N/A false false ICQ CPE I-B LP 50 BEALE ST STE 2300 San Francisco CA 94105 812686821 Investment CA NA N/A false false ICQ CVC 2019 B LP 50 BEALE ST STE 2300 San Francisco CA 94105 831864397 Investment CA NA N/A false false Nydig Institutional Bitcoin Fund Lp ONE VANDERBILT AVE 65TH FL NEW YORK NY 10017 611900380 INVESTMENT DE NA N/A false false Cheswold Almonds Inc 1403 Foulk Road Suite 200 Wilminton DE 19803 472520352 Investment DE Next Egg Investments (NFCT) LP C Corporation 0 10807 1 true Cheswold (NW-NFCT) Ltd Floor 4 Willow House Cricket Square Grand Cayman CJ KY19010 Investment CJ Next Egg Investments (NFCT) LP C Corporation 12209 2785804 1 true Cheswold (NFCT Cayman) Ltd Floor 4 Willow House Cricket Square Grand Cayman CJ KY19010 Investment CJ Next Egg Investments (NFCT) LP C Corporation 247700 2121844 1 true Clearlake Opportunities Partners (E-Offshore) LP 233 Wilshire Blvd Suite 800 Santa Monica CA 90401 352533262 Investment NA C Corporation false FARALLON CO-INVESTMENT FEEDER FUND LP ONE MARITIME PLAZA STE 2100 SAN FRANCISCO CA 94111 981661128 Investment NA C Corporation false false false false false false false false false false false false false true false false true false false true Next Egg Investments (NFCT) LP S 10331582 CASH