UMBRELLA FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
UMBRELLA FOUNDATION (EIN 80-0950493)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-03-15
IRS object ID
202440759349100724
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-15T10:23:01-07:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770356441PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Patrick Scheufler Acctncy CorpBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1323 Spreckles Dr Suite AAddressLine1Txt
CityAptosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95003ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800950493EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE UMBRELLA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUMBRBusinessNameControlTxt
Phone9259984409PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15003 WESTSIDE DRIVEAddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGIE RADERMACHERPersonNm
Person TitleEXECUTIVE TRUSTEEPersonTitleTxt
Signature2024-03-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANGIEPersonFirstNm
Person LastRADERMACHERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK SCHEUFLERPreparerPersonNm
PTINP00421151PTIN
Phone8316898530PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$492,573FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,209InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,209InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,209InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$8,182DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,182DividendsNetInvstIncmAmt
Dividends Adj Net Incm$8,182DividendsAdjNetIncmAmt
Total Rev And Expnss$19,391TotalRevAndExpnssAmt
Total Net Invst Incm$9,391TotalNetInvstIncmAmt
Total Adj Net Incm$9,391TotalAdjNetIncmAmt
Taxes Rev And Expnss$131TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$131TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$270DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$7,191OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,191OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,592TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,322TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,683ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,683ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,275TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,005TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$116ExcessRevenueOverExpensesAmt
Net Investment Income$9,391NetInvestmentIncomeAmt
Adjusted Net Income$9,391AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$43,168SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$33,418SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$33,418SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,627PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,627PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,627PrepaidExpensesEOYFMVAmt
Other Investments BOY$365,433OtherInvestmentsBOYAmt
Other Investments EOY$455,100OtherInvestmentsEOYAmt
Other Investments EOYFMV$455,100OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$8,563LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,135LandBldgEquipAccumDeprecAmt
Land EOY$2,428LandEOYAmt
Land EOYFMV$2,428LandEOYFMVAmt
Total Assets BOY$410,228TotalAssetsBOYAmt
Total Assets EOY$492,573TotalAssetsEOYAmt
Total Assets EOYFMV$492,573TotalAssetsEOYFMVAmt
Other Liabilities BOY$20,296OtherLiabilitiesBOYAmt
Other Liabilities EOY$12,626OtherLiabilitiesEOYAmt
Total Liabilities BOY$20,296TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,626TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$389,932NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$479,947NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$389,932TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$479,947TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$410,228TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$492,573TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$389,932TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$116ExcessRevenueOverExpensesAmt
Other Increases$89,899OtherIncreasesAmt
Subtotal$479,947SubtotalAmt
Tot Net Ast Or Fund Balances EOY$479,947TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$131InvestmentIncomeExciseTaxAmt
Subtotal$131SubtotalAmt
Tax Based On Investment Income$131TaxBasedOnInvestmentIncomeAmt
Tax Due$131TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressTHEUMBRELLAFOUNDATION.COMWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANGIE RADERMACHERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9255565551PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15003 WESTSIDE DRIVEAddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ANGIE RADERMACHER
5003 WESTSIDE DRIVESAN RAMONCA94583EXECUTIVE TR2.00$0
TODD RADERMACHER
5003 WESTSIDE DRIVESAN RAMONCA94583Trustee8.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1The Umbrella Foundation held 12 board meetings as well as bi-weekly web design and search engine optimization meetings. We hired a web designer and SEO consultant this year to help publish the new website and make sure we come up in relevant searches. We scheduled marketing events to attend in 2024 to acquire potential candidates and network with potential employers. We also spent time preparing presentations for potential candidates, employers and donors. We have continued to work on the job description for hiring internal resources and plan to hire our first at the beginning of the year.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,005ExpensesAndContributionsAmt
Qualifying Distributions$19,005QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$19,005CurrentYearAmt
Year1$28,030Year1Amt
Year2$25,529Year2Amt
Year3$28,810Year3Amt
Total$101,374TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$19,005CurrentYearAmt
Year1$28,030Year1Amt
Year2$25,529Year2Amt
Year3$28,810Year3Amt
Total$101,374TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$492,573CurrentYearAmt
Year1$410,228Year1Amt
Total$902,801TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OAKLAND ZOO
9777 GOLF LINKSOAKLANDCA94605EOFGENERAL PHILANTHROPY$5,000
KEKOKUA FOUNDATION
1255 TREAT BLVD STE 900WALNUT CREEKCA94597EOFEDUCATION$2,000
AUTISM SOCIETY OF SAN FRANCISCO BAY
PO BOX 25191SAN MATEOCA94402EOFAUTISM RESEARCH$4,683
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,683TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,209ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,182ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,391ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,391TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyIPHONEPropertyDesc
Acquired2023-06-22AcquiredDt
Cost Or Other Basis$2,698CostOrOtherBasisAmt
Computation MethodSLComputationMethodTxt
Rt0.1000Rt
Current Year Expense$270CurrentYearExpenseAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$8,563CostOrOtherBasisAmt
Accumulated Depreciation$6,135AccumulatedDepreciationAmt
Book Value$2,428BookValueAmt
EOYFMV$2,428EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBS$695$695
WEBSITE FEES$6,496$6,496

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
OVERPAYMENT REFUND IRS$232
UNREALIZED GAIN ON INVESTMENT$89,667

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
CREDIT CARD PAYABLE$20,182$12,380
Rounding$1

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES - IRSCategoryTxt
Amt$131Amt
Disbursements Charitable Prps$131DisbursementsCharitablePrpsAmt

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