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Nonprofit · EIN 81-3609752

NEUBAUER FAMILY CHARITABLE TRUST

Tax-exempt · MOUNTAIN VIEW, CA 94041

Financials

$0$9.8M2023$0$10.4M2024
Revenue Expenses · by fiscal year end
Financials of NEUBAUER FAMILY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$0$10,359,680-$10,359,680$290,534,014$21,478$290,512,536
December 31, 2023990$0$9,774,715-$9,774,715$296,320,504$2,000,000$294,320,504
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$9,960,407
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$44,738
Program services (functional)
$10,089,195
Management and general (functional)
$270,485

Balance sheet and other

Total assets, start of year
$296,320,504
Total assets, end of year
$290,534,014
Total liabilities, end of year
$21,478
Net assets, end of year
$290,512,536
Net assets without donor restrictions
$290,512,536
Gross receipts
$10,331,582
Employees
0
Volunteers
1
Year formed
2016
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Nicole TaylorSecretary
Trustee or director, Officer
0.5$0$1,177,663$90,823
Elizabeth A CareyTreasurer
Trustee or director, Officer
0.5$0$570,212$74,236
Gina DalmaFormer Officer
Former
0$0$175,981$0
Joseph NeubauerChair
Trustee or director, Officer
0.5$0$0$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Nicole TaylorSecretary (as of 10/23)
Trustee or director, Officer
0.5$0$1,110,573$86,617
Elizabeth CareyTreasurer (as of 12/23)
Trustee or director, Officer
0.5$0$530,196$65,778
Gina DaimaSecretary (Thru 12/23)
Trustee or director, Officer
0.5$0$454,903$67,599
Judi PowellTreasurer (Thru 10/23)
Trustee or director, Officer
0.5$0$317,613$56,497
Joseph NeubauerChairman
Trustee or director, Officer
0.5$0$0$0

Address and contacts

Address (IRS master file)
444 CASTRO ST STE 140, MOUNTAIN VIEW, CA 94041-2073
In care of
% MARI ELLEN LOIJENS
Principal officer (990 for 2024)
Joseph Neubauer, 444 Castro Street Suite 140, Mountain View, CA 94041
Signed the 990
Joseph Neubauer, Chairman
Phone
(650) 450-5400
Return prepared by
CROWE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 81-3609752 or by the name NEUBAUER FAMILY CHARITABLE TRUST.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES

990 for the year ended December 31, 2024

Program accomplishments

  • EDUCATION: Programs to support access to quality learning, academic achievement, and lifelong educational opportunities.
    Expenses $4,918,207 · grants $4,855,427
  • ARTS & CULTURE: Support for arts education, cultural preservation, and public engagement in creative activities.
    Expenses $4,558,185 · grants $4,500,000
  • COMMUNITY IMPROVEMENT, ENVIRONMENT, & PUBLIC SAFETY
    Expenses $308,924 · grants $304,980
  • YOUTH DEVELOPMENT: Support for programs and services that promote the well-being, skills, and positive development of young people.
    Expenses $303,879 · grants $300,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
81-3609752
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2016
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$290,534,014
Income (IRS master file)
$10,331,582

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$0$10,359,680$290,534,014XML
990-TDecember 2024–––IRS
990December 2023$0$9,774,715$296,320,504XML
990-TDecember 2023–––IRS
990December 2022$4,085,000$11,891,380$311,618,519IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-3609752).

Questions about NEUBAUER FAMILY CHARITABLE TRUST

What is the EIN of NEUBAUER FAMILY CHARITABLE TRUST?
The employer identification number (EIN) of NEUBAUER FAMILY CHARITABLE TRUST is 81-3609752.
Is NEUBAUER FAMILY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to NEUBAUER FAMILY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does NEUBAUER FAMILY CHARITABLE TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NEUBAUER FAMILY CHARITABLE TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NEUBAUER FAMILY CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of NEUBAUER FAMILY CHARITABLE TRUST?
The 990 for the year ended December 31, 2024 names Joseph Neubauer.
Who are the officers and directors of NEUBAUER FAMILY CHARITABLE TRUST?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does NEUBAUER FAMILY CHARITABLE TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $0, expenses of $10,359,680 and total assets of $290,534,014 at year end.

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