RAMP FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
RAMP FOUNDATION (EIN 46-3881489)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202413189349101691
Schema version
2023v5.1
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)
Return2024-11-13T10:50:23-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1488 ALMADEN BLVD STE 1800AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951102768ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463881489EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAMP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRAMPBusinessNameControlTxt
Phone4088593699PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 OLIVE HILL LNAddressLine1Txt
CityWOODSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94062ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROGER MCNAMEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4088593699PhoneNum
Signature2024-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATT BOBADILLAPreparerPersonNm
PTINP01432224PTIN
Phone4088173700PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,417,880FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$20,458DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,458DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$367,660NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$367,660GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$367,660CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$388,118TotalRevAndExpnssAmt
Total Net Invst Incm$388,118TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$38,926OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$38,876OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$48,926TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,876TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,050TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$657,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$657,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$706,426TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,876TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$659,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$318,308ExcessRevenueOverExpensesAmt
Net Investment Income$341,242NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$124,676SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$412,342SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$412,342SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$142,520CorporateStockBOYAmt
Corporate Stock EOY$154,426CorporateStockEOYAmt
Corporate Stock EOYFMV$154,426CorporateStockEOYFMVAmt
Other Investments BOY$7,458,992OtherInvestmentsBOYAmt
Other Investments EOY$6,851,112OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,851,112OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,726,188TotalAssetsBOYAmt
Total Assets EOY$7,417,880TotalAssetsEOYAmt
Total Assets EOYFMV$7,417,880TotalAssetsEOYFMVAmt
Accounts Payable EOY$10,000AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$7,726,188NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,407,880NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$7,726,188TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,407,880TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,726,188TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,417,880TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,726,188TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$318,308ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,407,880SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,407,880TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF SECURITIESPropertyDesc
Acquired2023-01-01AcquiredDt
Sold2023-12-31SoldDt
Gross Sales Price$367,660GrossSalesPriceAmt
Gain Or Loss$367,660GainOrLossAmt
Gains Minus Excess Or Losses$367,660GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$367,660CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,743InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,743SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,743TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,768EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,768TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$25OverpaymentAmt
Applied To ES Tax$25AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGITTE DUNNIndividualWithBooksNm
Phone4088593699PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1303 OLIVE HILL LNAddressLine1Txt
CityWOODSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94062ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROGER MCNAMEE
303 OLIVE HILL LANEWOODSIDECA94062PRESIDENT AND DIRECTOR8.00$0$0$0
ANN MCNAMEE
303 OLIVE HILL LANEWOODSIDECA94062CFO AND DIRECTOR8.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,423,934AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$330,970AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,754,904TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,754,904AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$116,324CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,638,580NetVlNoncharitableAssetsAmt
Minimum Investment Return$381,929MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$381,929MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,743TaxBasedOnInvestmentIncomeAmt
Total Tax$4,743TotalTaxAmt
Distributable Before Adj$377,186DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$377,186DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$377,186DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$659,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$659,550QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$377,186DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$650,237ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$373,768ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,537,389ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$199,286ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,760,680TotalExcessDistributionCyovAmt
Qualifying Distributions$659,550QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$377,186AppliedToCurrentYearAmt
Remaining Distri From Corpus$282,364RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,043,044TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,043,044ExcessDistriCyovToNextYrAmt
Excess From Year4$650,237ExcessFromYear4Amt
Excess From Year3$373,768ExcessFromYear3Amt
Excess From Year2$5,537,389ExcessFromYear2Amt
Excess From Year1$199,286ExcessFromYear1Amt
Excess From Current Year$282,364ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROGER MCNAMEEContributingManagerNm
Contributing ManagerANN MCNAMEEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS SERVICE COMMITTEE
1501 CHERRY STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$500
BERKELEY REPERTORY THEATRE
999 HARRISON STREETBEREKELEYCA94710PCGENERAL SUPPORT$75,000
BREAD AND ROSES COMMUNITY FUND
100 S BROAD STREET NO 1600PHILADELPHIAPA19110PCGENERAL SUPPORT$20,000
CAMP WINNARAINBOW
1301 HENRY STREETBERKELEYCA94709PCGENERAL SUPPORT$10,000
FREE PRESS FOUNDATION
517 GROVEVIEW WYNDWENDELLNC27591PCGENERAL SUPPORT$10,000
HELLMAN FOUNDATION
555 CALIFORNIA STREETSAN FRANCISCOCA94104PCGENERAL SUPPORT$93,000
INVISIBLE INSTITUTE
6100 S BLACKSTONE AVENUECHICAGOIL60637PCGENERAL SUPPORT$20,000
THE USF INSTITUTE FOR NONVIOLENCE AND SOCIAL JUSTICE
2130 FULTON STSAN FRANCISCIOCA94117PCGENERAL SUPPORT$25,000
SWARTHMORE COLLEGE
500 COLLEGE AVENUESWARTHMOREPA19081PCGENERAL SUPPORT$1,000
MY NEW RED SHOES
330 TWIN DOLPHIN DRIVE 135REDWOOD CITYCA94065PCGENERAL SUPPORT$5,000
THE POLITICAL REPORT INC
1802 VERNON ST NWWASHINGTONDC20009PCGENERAL SUPPORT$10,000
PANORAMA GLOBAL
2101 4TH AVENUE SUITE 2100SEATTLEWA98121PCGENERAL SUPPORT$10,000
EQUAL CITIZENS FOUNDATION
1032 15TH ST NW SUITE 239WASHINGTONDC20005PCGENERAL SUPPORT$10,000
REX FOUNDATION
PO BOX 219SAN ANSELMOCA94979PCGENERAL SUPPORT$25,000
THE OAKLAND 68'S
7000 COLISEUM WAYOAKLANDCA94621PCGENERAL SUPPORT$5,000
REPRODUCTIVE FREEDOM FOR ALL FOUNDATION
1725 EYE STREET NW SUITE 900WASHINGTONDC20006PCGENERAL SUPPORT$15,000
OAKLAND ZOO
9777 GOLF LINKS RDOAKLANDCA94605PCGENERAL SUPPORT$155,000
THE 19TH NEWS
3267 BEE CAVES RD SUIT 107-353AUSTINTX78746PCGENERAL SUPPORT$10,000
THE CENTER FOR CARTOON STUDIES
PO BOX 125WHITE RIVER JUNCTIONVT05001PCGENERAL SUPPORT$10,000
VOTO LATINO FOUNDATION
PO BOX 35608WASHINGTONDC20033PCGENERAL SUPPORT$5,000
THEATREWORKS INC
603 MAY STREETJACKSONVILLEFL32204PCGENERAL SUPPORT$75,000
TRUST WOMEN FOUNDATION INC
5107 E KELLOGG AVEWICHITAKS67218PCGENERAL SUPPORT$5,000
WOODSIDE-PORTOLA VALLEY FIRE PROTECTION FOUNDATION INC
808 PORTOLA ROADPORTOLA VALLEYCA94028PCGENERAL SUPPORT$3,000
MAYO CLINIC
13400 E SHEA BLVDSCOTTSDALEAZ85259GENERAL SUPPORT$50,000
SIGNAL TECHNOLOGY FOUNDATION
650 CASTRO STREET SUITE 120-223MOUNTAIN VIEWCA94041PCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$657,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,458ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$367,660ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$388,118ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$388,118TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail (2 entries)

Organization TypeOrganizationTypeDescRelationship DescriptionRelationshipDescriptionTxt
HAIGHT STREET ART CENTER
501(C)(3) CHARITYCOMMON DIRECTORS
CENTER FOR COUNTERCULTURE STUDIES
501(C)(3) CHARITYCOMMON DIRECTORS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPWCCategoryTxt
Amt$10,000Amt
Net Investment Income$8,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990PF, PART VII-A, LINE 11AFormAndLineReferenceDesc
Medium ExplanationENTITIES LISTED BELOW INCLUDE ROGER B. MCNAMEE AND ANN K. MCNAMEE AS OFFICERS/DIRECTORS FOR THE EXEMPT ORGANIZATIONS AND THEREFORE HAVE COMMON CONTROL. THE CONTROLLED ENTITIES ARE NOT EXCESS BUSINESS HOLDINGS.CONTROLLED ENTITY NAME: HAIGHT STREET ART CENTERCONTROLLED ENTITY EIN: 46-3070890ADDRESS: 303 OLIVE HILL LN, WOODSIDE, CA 94062CONTROLLED ENTITY NAME: CENTER FOR COUNTERCULTURE STUDIESCONTROLLED ENTITY EIN: 81-5330401ADDRESS: 303 OLIVE HILL LN, WOODSIDE, CA 94062MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS SECURITIESStockNm
EOY Book Value$154,426EOYBookValueAmt
EOYFMV$154,426EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemUS TREASURY BILLCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$6,851,112BookValueAmt
EOYFMV$6,851,112EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES AND FEES$50$0$0$50
BANK SERVICE CHARGES$38,876$38,876$0$0

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