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Nonprofiteer
← NEUBAUER FAMILY CHARITABLE TRUST

Form 990 for tax year 2022

Filed by NEUBAUER FAMILY CHARITABLE TRUST.

Totals

Total revenue
$4,085,000
Total expenses
$11,891,380
Contributions and grants received
$4,085,000
Grants paid
$11,245,960
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$311,618,519
Total liabilities, end of year
$13,755
Net assets or fund balances, end of year
$311,604,764
Program services expenses (Part IX)
$11,373,473
Management and general expenses
$517,907
Fundraising expenses
$0
Program service expenses (Part III)
$11,373,473

Program services were 95.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $4,085,000

  • 1g · Noncash contributions included above

    $4,085,000

  • 7a · Gross sales of assets other than inventory

    securities $12,148,728

  • 7b · Less cost or other basis and sales expenses

    securities $12,148,728

  • 7c · Gain or loss

    securities $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,245,960 · program services $11,245,960

  • 11a · Fees: management

    total $255,025 · program services $127,513 · management and general $127,512

  • 11c · Fees: accounting

    total $41,904 · management and general $41,904

  • 11f · Fees: investment management

    total $318,401 · management and general $318,401

  • 23 · Insurance

    total $8,043 · management and general $8,043

  • 24a · Other expenses: INCOME TAXES

    total $22,047 · management and general $22,047

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $22,351 · end of year $293,454

  • 12 · Investments: other securities

    beginning of year $307,032,332 · end of year $311,325,065

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $13,755

  • 27 · Net assets without donor restrictions

    beginning of year $307,054,683 · end of year $311,604,764

Mission and programs · 2022

Mission

TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES

  • HIGHER EDUCATION

    Expenses $9,904,100 · Grants $9,793,061

  • ARTS & CULTURE

    Expenses $657,370 · Grants $650,000

  • PUBLIC SAFETY

    Expenses $562,962 · Grants $556,650

  • OTHER

    Expenses $249,041 · Grants $246,249

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gina Dalma

    SECRETARY

    Total calculated
    $398,973
    From this org
    $0
    From related orgs
    $357,439
    Other
    $41,534
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,439 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,213 related
    Nontaxable benefits
    $0 + $23,321 related
    Filer's total
    $0 + $398,973 related

  • Judi Powell

    TREASURER (AS OF 03/22)

    Total calculated
    $355,364
    From this org
    $0
    From related orgs
    $334,576
    Other
    $20,788
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $334,576 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,788 related
    Filer's total
    $0 + $355,364 related

  • Joseph Neubauer

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5

  • Maeve Miccio

    BOARD MEMBER (THRU 03/22)

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • NEXT EGG INVESTMENTS (NFCT) LP

    EXCLUDED · INVESTMENT · DE · 100% owned · share of income $29,196,375 · share of assets $378,516,785

    Directly controlled by NEUBAUER FAMILY CHARITABLE TRUST

  • CHESWOLD (ALMONDS) LLC

    FARMING · DE

  • ICQ CPE I-B LP (AKA CORE PE I-B)

    INVESTMENT · CA

  • ICONIQ DC FUND I FEEDER (TE) LP

    INVESTMENT · CA

  • ICONIQ ACCESS 41 (XLI)

    INVESTMENT · CA

  • ICQ CPE 2018 B LP (AKA CORE PE 2018 B)

    INVESTMENT · CA

  • ICQ CPE 2019 B LP (AKA CORE PE 2019 B)

    INVESTMENT · CA

  • ICONIQ CVC 2019 B LP

    INVESTMENT · CA

  • LV WEST LANE COLUMBUS GP LLC

    INVESTMENT · INVESTMENT · DE · 50.62% owned · share of income -$237

    Directly controlled by NEXT EGG INVESTMENTS (NFCT) LP

  • METIS EQUITY TRUST - METIS EQUITY GLOBAL EQUITY INDEX PORTFOLIO

    INVESTMENT · CA

  • ICONIQ STRATEGIC PARTNERS III COINVEST LP (SERIES RH)

    INVESTMENT · CA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHESWOLD ALMONDS INC

    C · FARMING · DE

  • CHESWOLD (NW-NFCT) LTD

    C · INVESTMENT · CJ

  • CLEARLAKE OPPORTUNITIES PARTNERS (E-OFFSHORE) LP

    C · INVESTMENT · CJ

  • SREO 2 LP

    C · INVESTMENT · GK

  • FARALLON CO-INVESTMENT FEEDER FUND LP

    C · INVESTMENT · CJ

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202313199349321806

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