Civic Intelligence

The Bernard a Newcomb Foundation

990 • Fiscal year 2016 • EIN 77-0505640

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 02, 2017

Organization Profilen/a
2440 West El Camino Real No 300Mountain View, CA 94040

(650) 450-5400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.72x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-564%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

19th percentile

-5.9%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,509,375

Down $282,670 (-5.9%) from 2015

Net Assets

Down

$4,453,669

Down $182,394 (-3.9%) from 2015

Liabilities

Down

$55,706

Down $100,276 (-64%) from 2015

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin1st percentile

Revenue

Down

$77,205

Down $165,805 (-68%) from 2015

Expenses

Down

$512,879

Down $356,378 (-41%) from 2015

Net Income

Up

-$435,674

Up $190,573 (+30%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,890,836Liabilities 2010: $850,000Net Assets 2010: $6,040,8362010Assets 2011: $5,815,777Liabilities 2011: $250,140Net Assets 2011: $5,565,6372011Assets 2012: $6,024,141Liabilities 2012: $0Net Assets 2012: $6,024,1412012Assets 2013: $6,516,142Liabilities 2013: $0Net Assets 2013: $6,516,1422013Assets 2014: $6,033,340Liabilities 2014: $347,886Net Assets 2014: $5,685,4542014Assets 2015: $4,792,045Liabilities 2015: $155,982Net Assets 2015: $4,636,0632015Assets 2016: $4,509,375Liabilities 2016: $55,706Net Assets 2016: $4,453,6692016Assets 2017: $5,121,242Liabilities 2017: $10,500Net Assets 2017: $5,110,7422017Assets 2018: $4,849,294Liabilities 2018: $0Net Assets 2018: $4,849,2942018Assets 2019: $29Liabilities 2019: $0Net Assets 2019: $292019

Highlighted filing

2016

Assets$4,509,375
Liabilities$55,706
Net Assets$4,453,669
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $1,087,0852010Expenses 2011: $590,7762011Expenses 2012: $195,2262012Revenue 2013: $3,377,519Expenses 2013: $1,954,571Net Income 2013: $1,422,9482013Revenue 2014: $261,426Expenses 2014: $994,177Net Income 2014: -$732,7512014Revenue 2015: $243,010Expenses 2015: $869,257Net Income 2015: -$626,2472015Revenue 2016: $77,205Expenses 2016: $512,879Net Income 2016: -$435,6742016Revenue 2017: $1,264,813Expenses 2017: $341,855Net Income 2017: $922,9582017Revenue 2018: $314,064Expenses 2018: $122,933Net Income 2018: $191,1312018Revenue 2019: $26,230Expenses 2019: $5,253,931Net Income 2019: -$5,227,7012019

Highlighted filing

2016

Revenue$77,205
Expenses$512,879
Net Income-$435,674
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 2, 2017
Return Version
2016v3.0
Gross Receipts
$755,084
Mission and Program Overview

Mission

To support organizations with a focus in the following areas: supporting families, building community, and vision-related research and technology. The overarching goal of the organization is to improve access and quality of life for individuals with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,290,522$4,179,527▼ $110,995
Investments Program Related$500,000--
Cash and Non-Interest-Bearing Accounts$1,523$329,848▲ $328,325
Total Assets$4,792,045$4,509,375▼ $282,670
Liabilities
Grants Payable$155,982$55,706▼ $100,276
Total Liabilities$155,982$55,706▼ $100,276
Net Assets / Fund Balance
Unrestricted Net Assets$4,636,063$4,453,669▼ $182,394
Total Net Assets Fund Balance$4,636,063$4,453,669▼ $182,394
Total Liabilities and Net Assets / Fund Balance$4,792,045$4,509,375▼ $282,670

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$154,467--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Gerry MARSHALLpresident
Bernard a NewcombDirector
David LoweDirector
Frank LalleDirector
Marie YoungDirector
Victoria MendiolaSEcretary
George woffordtreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$72,205
Other Revenue
$5,000
Change in Net Assets
$-435,674
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$435,000
Other Expenses$77,879
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$435,000--$435,000
Fees for Services Management$19,129$19,129-$38,258
Fees for Service Investment Mgmnt Fees-$30,991-$30,991
Insurance-$5,013-$5,013
Fees for Services Accounting-$3,150-$3,150
Travel$467--$467
Total Functional Expenses$454,596$58,283$0$512,879
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Silicon Valley Community FoundationMountain View, CA501 (c)(3)Building Community$170,000
Hadley School for the BlindWinnetka, IL501 (c)(3)Education$100,000
Beneficent Technology IncPalo Alto, CA501 (c)(3)Education$70,000
CaminarSan Mateo, CA501 (c)(3)Supporting Families$70,000
Second Harvest Food Bank of Santa Clara & San Mateo CountiesSan Jose, CA501 (c)(3)Supporting Families$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 2

“David lowe has a business relationship with bernard a. Newcomb.”

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 bernard a. Newcomb foundation. The community foundation was reimbursed for these services.”

Form 990, Part VI, Section B, line 11B

“The Form 990 is placed on a secured web site or sent by email for the governing body to review and comment. Review is verified by email.”

Form 990, Part VI, Section B, line 12C

“ANNUALLY EACH BOARD MEMBER OF THE BERNARD A. NEWCOMB FOUNDATION AND SUPPORTED/SUPPORTING ORGANIZATIONS COMPLETES a "FORM 990 QUESTIONNAIRE" THAT REPORTS OBLIGATIONS AND DOCUMENTS DISCLOSURES THAT ARE NECESSARY TO COMPLY WITH FORM 990 REQUIREMENTS.”

Form 990, Part VI, Section C, line 19

“AUDITED FINANCIAL STATEMENTS: Included as part of the audited financial statements of Silicon Valley Community Foundation. Silicon Valley Community Foundation makes copy available on their website annually. GOVERNING/ORGANIZING DOCUMENTS: All requests for information will be submitted to the Board Chair. The requestor will be contacted within 24 hours to obtain the following information: Contact information, name, address, email, phone. Documents will be provided in the office, on a CD or through email. Conflict of Interest Policy: The conflict of interest policy is not made available to the public.”

Filing and Contact Details

Filer

Filer Name
The Bernard A Newcomb Foundation
EIN
77-0505640
Phone
6504505400
Address
2440 West El Camino Real No 300, Mountain View, CA 94040

Signing Officer

Name
Paul Velaski
Title
President
Phone
6504505400
Signed
2017-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerry Marshall
Formed
1998
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Moss Adams LLP
Address
3121 W March Ln Ste 200, Stockton, CA 95219-2367
Preparer
Tracy S Paglia
Phone
2099556100
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“present value adjustment -224.”

Financial Statement Notes

Part X, Line 2:

“SVCF and its supporting organizations and affiliate 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, SVCF and its supporting organizations and affiliate 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. SVCF and its supporting organizations and affiliate do not have any material uncertain tax positions. SVCF and its supporting organizations and affiliate file informational tax returns in the U.S. federal and California jurisdictions.”

Raw XML AppendixShowing 400 of 652 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To support organizations with a focus in the following areas: supporting families, building community, and vision-related research and technology. The overarching goal of the organization is to improve access and quality of life for individuals with disabilities.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Paul Velaski
IRS990/BooksInCareOfDetail/PhoneNum06504505400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02440 West el Camino Real 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0Mountain View
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094040
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01523
IRS990/CashNonInterestBearingGrp/EOYAmt0329848
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0435000
IRS990/CYInvestmentIncomeAmt072205
IRS990/CYOtherExpensesAmt077879
IRS990/CYOtherRevenueAmt05000
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-435674
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0512879
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt077205
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0EDUCATION: Support of nonprofit organizations working in the area of education, including education for persons with disabilties.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0177658
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03150
IRS990/FeesForServicesAccountingGrp/TotalAmt03150
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt019129
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt019129
IRS990/FeesForServicesManagementGrp/TotalAmt038258
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt030991
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt030991
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BERNARD A NEWCOMB
IRS990/Form990PartVIISectionAGrp/PersonNm1Gerry MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm2George wofford
IRS990/Form990PartVIISectionAGrp/PersonNm3David Lowe
IRS990/Form990PartVIISectionAGrp/PersonNm4FRANK LALLE
IRS990/Form990PartVIISectionAGrp/PersonNm5Victoria Mendiola
IRS990/Form990PartVIISectionAGrp/PersonNm6Marie Young
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1president
IRS990/Form990PartVIISectionAGrp/TitleTxt2treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5SEcretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-29884
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0170000
IRS990/GrantsPayableGrp/BOYAmt0155982
IRS990/GrantsPayableGrp/EOYAmt055706
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0435000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0435000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0647995
IRS990/GrossReceiptsAmt0755084
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05013
IRS990/InsuranceGrp/TotalAmt05013
IRS990/InvestmentIncomeGrp/ExclusionAmt0102089
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102089
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04290522
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04179527
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0500000
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0677879
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To support organizations with a focus in the following areas: supporting families, building community, and vision-related research and technology. The overarching goal of the organization is to improve access and quality of life for individuals with disabilities.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04636063
IRS990/NetAssetsOrFundBalancesEOYAmt04453669
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-29884
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-29884
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0253504
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-224
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt05000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05000
IRS990/OtherRevenueTotalAmt05000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Gerry Marshall
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORTING FAMILIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt099280
IRS990/ProgSrvcAccomActy2Grp/GrantAmt095000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Building Community
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0177658
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0170000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0175572
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0777500
IRS990/PYInvestmentIncomeAmt057438
IRS990/PYOtherExpensesAmt091757
IRS990/PYOtherRevenueAmt010000
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-626247
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0869257
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0243010
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-435674
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0"SVCF" IS AN ABBREVIATION FOR SILICON VALLEY COMMUNITY FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, LINE 12G(I)
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0205205488
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0170000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SVCF
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0170000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0511098
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11433609
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22080353
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3154467
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CASH & CASH EQUIVALENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1GLOBAL BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2GLOBAL EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc3HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SVCF and its supporting organizations and affiliate 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, SVCF and its supporting organizations and affiliate 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. SVCF and its supporting organizations and affiliate do not have any material uncertain tax positions. SVCF and its supporting organizations and affiliate file informational tax returns in the U.S. federal and California jurisdictions.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04179527
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt070000
IRS990ScheduleI/RecipientTable/CashGrantAmt170000
IRS990ScheduleI/RecipientTable/CashGrantAmt2100000
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt4170000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501 (C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORTING FAMILIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUPPORTING FAMILIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4BUILDING COMMUNITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BENEFICENT TECHNOLOGY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CAMINAR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2HADLEY SCHOOL FOR THE BLIND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SECOND HARVEST FOOD BANK OF SANTA CLARA & SAN MATEO COUNTIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4SILICON VALLEY COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0770555413
IRS990ScheduleI/RecipientTable/RecipientEIN1941639389
IRS990ScheduleI/RecipientTable/RecipientEIN2362183809
IRS990ScheduleI/RecipientTable/RecipientEIN3942614101
IRS990ScheduleI/RecipientTable/RecipientEIN4205205488
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0480 SOUTH CALIFORNIA AVENUE SUITE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12600 SOUTH EL CAMINO REAL SUITE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2700 ELM STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3DONATION DEPARTMENT PO BOX 1240
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42440 WEST EL CAMINO
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0201
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt1200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PALO ALTO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN MATEO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2WINNETKA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN JOSE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4MOUNTAIN VIEW
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0943061609
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194403
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd260093
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd3951081240
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd494040
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0By 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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAVID LOWE HAS A BUSINESS RELATIONSHIP WITH BERNARD A. NEWCOMB.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EMPLOYEES OF SILICON VALLEY COMMUNITY FOUNDATION, THE SUPPORTED EXEMPT ORGANIZATION, PERFORMED THE DAY TO DAY OPERATIONS OF THE BERNARD A. NEWCOMB FOUNDATION. THE COMMUNITY FOUNDATION WAS REIMBURSED FOR THESE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 is placed on a secured web site or sent by email for the governing body to review and comment. Review is verified by email.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUALLY EACH BOARD MEMBER OF THE BERNARD A. NEWCOMB FOUNDATION AND SUPPORTED/SUPPORTING ORGANIZATIONS COMPLETES a "FORM 990 QUESTIONNAIRE" THAT REPORTS OBLIGATIONS AND DOCUMENTS DISCLOSURES THAT ARE NECESSARY TO COMPLY WITH FORM 990 REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AUDITED FINANCIAL STATEMENTS: Included as part of the audited financial statements of Silicon Valley Community Foundation. Silicon Valley Community Foundation makes copy available on their website annually. GOVERNING/ORGANIZING DOCUMENTS: All requests for information will be submitted to the Board Chair. The requestor will be contacted within 24 hours to obtain the following information: Contact information, name, address, email, phone. Documents will be provided in the office, on a CD or through email. Conflict of Interest Policy: The conflict of interest policy is not made available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5present value adjustment -224.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, line 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt6SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt7SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt8SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt9SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt10SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt11SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt12SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt13sVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt14SVCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt15Svcf
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SILICON VALLEY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1William H Cilker Family Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Driscoll Family Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3The Dirk And Charlene Kabcenell Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4Raising A Reader
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5The Real Estate Trust
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6Reddere Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7Skoll Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8The Sobrato Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9Star Hill Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt10Good Ventures
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt11Chong-Moon Lee Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt12STARTUP EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt13Intervalien Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt14entrepreneurs' foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt15DropBox Foundation for good
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt16Neubauer Family Charitable Trust
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0205205488
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1770479067

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,509,375
Liabilities
$55,706
Net assets
$4,453,669
Revenue
$77,205
Expenses
$512,879
Net income
-$435,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$5.25$5.23
2018Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.31$0.12$0.19
2017Detailed filing. Detailed filing data is available for this year.$5.12$0.01$5.11$1.26$0.34$0.92
2016Detailed filing. Detailed filing data is available for this year.$4.51$0.06$4.45$0.08$0.51$0.44
2015Detailed filing. Detailed filing data is available for this year.$4.79$0.16$4.64$0.24$0.87$0.63
2014Detailed filing. Detailed filing data is available for this year.$6.03$0.35$5.69$0.26$0.99$0.73
2013Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$3.38$1.95$1.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$0.00$6.02$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$0.25$5.57$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.89$0.85$6.04$1.09