Neubauer Family Charitable Trust
- Assets
- $307.1m
- Revenue
- $24.0m
- Investments
- $307.0m
- Employees
- 0
- Location
- Mountain View, CA
- Founding
- 09/2016
- Data as of
- 12/2021
- EIN
- 81-3609752
Organization Overview
Neubauer Family Charitable Trust is located in Mountain View, CA. The organization was established in 2016. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Neubauer Family Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Neubauer Family Charitable Trust generated $24.0m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 15.7% each year . All expenses for the organization totaled $18.5m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Neubauer Family Charitable Trust has awarded 115 individual grants totaling $72,617,670. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES
Describe the Organization's Program Activity:
Part 3 - Line 4a
HIGHER EDUCATION
OTHER
ARTS & CULTURE
PUBLIC SAFETY
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Gina Dalma Secretary | OfficerTrustee | 0.5 | $0 |
Judi Powell Treasurer (as Of 03/22) | OfficerTrustee | 0.5 | $0 |
Joseph Neubauer Chairman | OfficerTrustee | 0.5 | $0 |
Maeve Miccio Board Member (thru 03/22) | Trustee | 0.5 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Spring Creek Investments Lp Investment Management | 12/30/22 | $318,401 |
Silicon Valley Community Foundation Management Fee | 12/30/22 | $255,025 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $23,995,522 |
| Noncash contributions included in lines 1a–1f | $18,995,522 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $23,995,522 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $23,995,522 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $16,450,341 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $252,500 |
| Fees for services: Legal | $3,623 |
| Fees for services: Accounting | $33,020 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $1,693,435 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $7,661 |
| All other expenses | $17,125 |
| Total functional expenses | $18,457,705 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $22,351 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $307,032,332 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $307,054,683 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $307,054,683 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $307,054,683 |
Grants Awarded
Over the last fiscal year, Neubauer Family Charitable Trust has awarded $11,245,960 in support to 23 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC PURPOSE: EDUCATION | $430,000 |
AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC PURPOSE: EDUCATION | $1,210,000 |
ARTISTYEAR PURPOSE: ARTS EDUCATION | $66,667 |
BRANDEIS UNIVERSITY PURPOSE: EDUCATION | $91,600 |
CENTER FOR CURATORIAL LEADERSHIP PURPOSE: ARTS & CULTURE | $50,000 |
CHILDREN FIRST PURPOSE: ARTS EDUCATION | $20,000 |