Neubauer Family Charitable Trust
TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES
IRS Tax Year 2024
Period ending December 31, 2024
Total Revenue
$0
Total Expenses
$10.4M
Net Assets
$290.5M
Employees
0
Volunteers
1
Grants Paid
$10.0M
Program Expense Ratio
97.4%
This nonprofit profile presents IRS Form 990 tax filing data for Neubauer Family Charitable Trust (EIN: 81-3609752), based on the 2024 tax year annual return filed with the Internal Revenue Service.
Sections below include financial summaries (revenue, expenses, and net assets), program accomplishments, officer and key employee compensation, detailed executive pay breakdowns, governance policies and audit information, related tax-exempt organizations. All figures are reported in USD as filed.
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Financial Health
Transparency
Compensation
Program Effectiveness
Financial Stability
Risk Flags
Indicators derived from IRS Form 990 data. Not financial advice.
Neubauer Family Charitable Trust is a 501(c)(3) nonprofit headquartered in MOUNTAIN VIEW, CA, founded in 2016. It is classified under NTEE code T11 (Single Organization Support), within the Philanthropy, Voluntarism & Grantmaking category. The organization has held tax-exempt status since 2016. In its 2024 filing, the organization reported $0 in total revenue, and $10.4M in total expenses. The organization engaged 1 volunteers. Nicole Taylor, Secretary, is the highest-compensated individual at $1,268,486. The organization runs 4 programs, totaling $10.1M in program expenses. 4 of 6 recommended governance policies are in place.
Neubauer Family Charitable Trust is classified under NTEE code T11 (Single Organization Support), which falls within the Philanthropy, Voluntarism & Grantmaking category. Its foundation type is 21.
Programs(Tax Year 2024)
4 records
Neubauer Family Charitable Trust operates 4 programs, with total program expenses of $10.1M. Neubauer Family Charitable Trust's largest program accounts for 49% of total program spending.
EDUCATION: Programs to support access to quality learning, academic achievement, and lifelong educational opportunities.
ARTS & CULTURE: Support for arts education, cultural preservation, and public engagement in creative activities.
COMMUNITY IMPROVEMENT, ENVIRONMENT, & PUBLIC SAFETY
YOUTH DEVELOPMENT: Support for programs and services that promote the well-being, skills, and positive development of young people.
Financial Overview(Tax Years 2019–2024)
6 records
Over the past 6 years, Neubauer Family Charitable Trust's revenue has declined from $79.6M to $0, a 100.0% decrease. Program expenses represent 97% of total spending.
Expenses grew 6.0%, while net assets fell to $290.5M, down 1.3% from the prior year.
Neubauer Family Charitable Trust allocates 97% to programs, 3% to management and general.
Neubauer Family Charitable Trust distributed $10.0M in grants to other organizations and individuals, representing 96% of total expenses.
Over 6 filings from 2019–2024, Neubauer Family Charitable Trust declined revenue from $79.6M to $0 (-100.0%) while maintaining a program expense ratio of 97%.
Neubauer Family Charitable Trust holds $290.5M in total assets against $21K in liabilities (debt-to-asset ratio of 0%). The organization has 336.5 months of operating reserves. Cash and equivalents of $18K cover approximately 0.0 months of expenses.
Revenue
| Year | Total Revenue | Contributions | Gov't Grants | Program Revenue | Investment |
|---|---|---|---|---|---|
| 2024 | $0 | $0 | $0 | $0 | $0 |
| 2023 | $0 | $0 | $0 | $0 | $0 |
| 2022 | $4.1M | $4.1M | $0 | $0 | $0 |
| 2021 | $24.0M | $24.0M | $0 | $0 | $0 |
| 2020 | $7.6M | $7.6M | $0 | $0 | $0 |
| 2019 | $79.6M | $79.6M | $0 | $0 | $622 |
Expenses
| Year | Total Expenses | Program | Management | Fundraising | Grants Paid |
|---|---|---|---|---|---|
| 2024 | $10.4M | $10.1M | $270K | $0 | $10.0M |
| 2023 | $9.8M | $9.5M | $182K | $0 | $9.3M |
| 2022 | $11.9M | $11.4M | $518K | $0 | $11.2M |
| 2021 | $18.5M | $16.6M | $1.9M | $0 | $16.5M |
| 2020 | $14.7M | $13.5M | $1.3M | $0 | $13.3M |
| 2019 | $16.3M | $14.6M | $1.7M | $0 | $14.5M |
Program Expense Ratio
97.4%
Admin Expense Ratio
2.6%
Fundraising Efficiency
—
Operating Reserve
336.5 mo
People & Compensation(Tax Year 2024)
4 records
Neubauer Family Charitable Trust reported compensation for 4 officers and key employees. Total officer compensation was $2.1M, representing 20.2% of total expenses. 2 individuals received total compensation exceeding $500,000.
Neubauer Family Charitable Trust's highest-compensated individual received $1.3M in total compensation. Total officer compensation of $2.1M represents 20.2% of total expenses. 1 individual received total compensation exceeding $1,000,000.
| Name | Title | Type | Hours/wk | Comp from Org | Related Orgs | Total |
|---|---|---|---|---|---|---|
| Nicole Taylor | Secretary | OfficerDirector | 0.50 | $0 | $1,177,663 | $1,268,486 |
| Elizabeth A Carey | Treasurer | OfficerDirector | 0.50 | $0 | $570,212 | $644,448 |
| Gina Dalma | Former Officer | Former | — | $0 | $175,981 | $175,981 |
| Joseph Neubauer | Chair | OfficerDirector | 0.50 | $0 | $0 | $0 |
Compensation Breakdown
Schedule J detail — base, bonus, benefits, and executive perks
Elizabeth A Carey
Base Salary
—
Bonus
—
Other Reportable
—
Retirement/Deferred
—
Nontaxable Benefits
—
Nicole Taylor
Base Salary
—
Bonus
—
Other Reportable
—
Retirement/Deferred
—
Nontaxable Benefits
—
Gina Dalma
Base Salary
—
Bonus
—
Other Reportable
—
Retirement/Deferred
—
Nontaxable Benefits
—
Governance & Compliance(Tax Year 2024)
Neubauer Family Charitable Trust has 4 of 6 recommended governance policies in place, including conflict of interest, whistleblower, document retention. Its board has 3 members, 1 of whom are independent.
Neubauer Family Charitable Trust's financial statements are audited, an audit committee oversees the process.
Neubauer Family Charitable Trust delegates management duties to an outside firm.
Policies & Oversight
Audit & Financial Oversight
Grants Awarded(Tax Year 2024)
14 records
Neubauer Family Charitable Trust awarded $10.0M across 14 grants to organizations. Top recipients include Calder Gardens (Philadelphia, PA) — $4.5M for arts & culture; University of Chicago (Chicago, IL) — $3.2M for education; Tufts University (Boston, MA) — $910K for education.
Organization Grants
| Recipient | Location | Amount | Purpose |
|---|---|---|---|
| Calder Gardens852458469 | Philadelphia, PA | $4.5M | Arts & Culture |
| University of Chicago362177139 | Chicago, IL | $3.2M | Education |
| Tufts University042103634 | Boston, MA | $910K | Education |
| American Friends of the Hebrew University Inc131568923 | New York, NY | $315K | Education |
| Cobbs Creek Restoration and Community Foundation821942476 | West Conshohocken, PA | $300K | Youth Development |
| American Friends of The Tel Aviv University Inc131996126 | New York, NY | $142K | Education |
| Saint Josephs University231352674 | Philadelphia, PA | $125K | Education |
| Pennsylvania Horticultural Society231352265 | Philadelphia, PA | $100K | Environment |
| Black Male Community Council of Philadelphia833531816 | Philadelphia, PA | $80K | Public Safety |
| Temple University231365971 | New York, NY | $75K | Community Improvement & Capacity Building |
| Parkway Council Foundation232309992 | Philadelphia, PA | $50K | Community Improvement & Capacity Building |
| American Society of the University of Haifa136220819 | New York, NY | $49K | Education |
| Trustees of the University of Pennsylvania231352685 | Philadelphia, PA | $46K | Education |
| Foundations Inc521801849 | Mount Laurel, NJ | $45K | Education |
Filing History(Tax Years 2016–2024)
6 records
Showing the 6 Form 990 filings currently in our system.
| Tax Year | Form | Period | Revenue | Expenses | Net Assets |
|---|---|---|---|---|---|
| 2024 | 990 | 2024-01-01 – 2024-12-31 | $0 | $10.4M | $290.5M |
| 2023 | 990 | 2023-01-01 – 2023-12-31 | $0 | $9.8M | $294.3M |
| 2022 | 990 | 2022-01-01 – 2022-12-31 | $4.1M | $11.9M | $311.6M |
| 2021 | 990 | 2021-01-01 – 2021-12-31 | $24.0M | $18.5M | $307.1M |
| 2020 | 990 | 2020-01-01 – 2020-12-31 | $7.6M | $14.7M | $264.6M |
| 2019 | 990 | 2019-01-01 – 2019-12-31 | $79.6M | $16.3M | $248.1M |
| 2016–2018 | No filings acquired yet | ||||
Frequently Asked Questions
What does Neubauer Family Charitable Trust do?
TO MAKE GRANTS IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES
How much revenue does Neubauer Family Charitable Trust have?
Neubauer Family Charitable Trust reported $0 in total revenue for tax year 2024.
Who is the highest-paid executive at Neubauer Family Charitable Trust?
Nicole Taylor, Secretary, received $1,268,486 in total compensation as of tax year 2024.
Is Neubauer Family Charitable Trust a 501(c)(3)?
Yes, Neubauer Family Charitable Trust is classified as a 501(c)(3) tax-exempt organization.
Where is Neubauer Family Charitable Trust located?
Neubauer Family Charitable Trust is headquartered in MOUNTAIN VIEW, CA 94040.
What type of nonprofit is Neubauer Family Charitable Trust?
Neubauer Family Charitable Trust is classified under NTEE code T11 (Single Organization Support), within the Philanthropy, Voluntarism & Grantmaking category. It is a 501(c)(3) tax-exempt organization.
Is Neubauer Family Charitable Trust audited?
Yes, Neubauer Family Charitable Trust's financial statements are audited, and the organization has an audit committee.
Does Neubauer Family Charitable Trust give grants?
Yes, Neubauer Family Charitable Trust distributed $9,960,407 in grants to other organizations and individuals in tax year 2024. Top recipients include Calder Gardens, University of Chicago, Tufts University.
Data Source
Prepared by: CROWE LLP, San Francisco, CA
IRS Form 990 electronic filings via the IRS Exempt Organizations Business Master File. All financial figures are as reported in USD.
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