UMBRELLA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UMBRELLA FOUNDATION (EIN 80-0950493)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202531349349104923
- Schema version
- 2023v6.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T14:55:09-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770356441 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patrick Scheufler Acctncy Corp | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 Spreckles Dr Suite A | AddressLine1Txt |
| City | Aptos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800950493 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UMBRELLA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UMBR | BusinessNameControlTxt |
| Phone | 9259984409 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5003 WESTSIDE DRIVE | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94583 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGIE RADERMACHER | PersonNm |
| Person Title | EXECUTIVE TRUSTEE | PersonTitleTxt |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK SCHEUFLER | PreparerPersonNm |
| PTIN | P00421151 | PTIN |
| Phone | 8316898530 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,444 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,444 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,444 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,754 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,754 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,754 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$95,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $281,810 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$87,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,198 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,198 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,400 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $114 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $780 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,730 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$107,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,198 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,198 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,418 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $94,509 | SavAndTempCashInvstEOYAmt |
| Prepaid Expenses BOY | $1,627 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,627 | PrepaidExpensesEOYAmt |
| Other Investments BOY | $455,100 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $713,603 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $10,964 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,915 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,428 | LandBOYAmt |
| Land EOY | $4,049 | LandEOYAmt |
| Total Assets BOY | $492,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $813,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $12,626 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,450 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,626 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,450 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $479,947 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $808,338 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $479,947 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $808,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $492,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $813,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $479,947 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$107,338 | ExcessRevenueOverExpensesAmt |
| Other Increases | $435,729 | OtherIncreasesAmt |
| Subtotal | $808,338 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $808,338 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 BLACKBERRY LTD COM | P | 2021-06-01 | 2024-02-29 | $2,735 | $11,160 | -$8,425 | -$8,425 |
| 1000 COUPANG INC. | P | 2021-05-26 | 2024-02-29 | $18,425 | $40,200 | -$21,775 | -$21,775 |
| 1364 PFIZER INC. | P | 2021-03-29 | 2024-02-29 | $36,548 | $50,014 | -$13,466 | -$13,466 |
| 1000 ROKU INC COM | P | 2022-02-23 | 2024-02-29 | $63,403 | $120,770 | -$57,367 | -$57,367 |
| 3913.894 STRATEGY SHARES NASDAQ | P | 2021-08-17 | 2024-02-29 | $81,702 | $91,333 | -$9,631 | -$9,631 |
| 81 TAKE-TWO INTERACTIVESOFTWARE INC. | P | 2021-05-10 | 2024-02-29 | $11,867 | $14,114 | -$2,247 | -$2,247 |
| 130 VANGUARD WORLD | P | 2021-04-13 | 2024-02-29 | $67,130 | $49,691 | $17,439 | $17,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$95,472 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $114 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $114 | SubtotalAmt |
| Tax Based On Investment Income | $114 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $114 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | THEUMBRELLAFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGIE RADERMACHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9255565551 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5003 WESTSIDE DRIVE | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANGIE RADERMACHER | ||||||
| 5003 WESTSIDE DRIVE | SAN RAMON | CA | 94583 | EXECUTIVE TR | 2.00 | $0 |
| TODD RADERMACHER | ||||||
| 5003 WESTSIDE DRIVE | SAN RAMON | CA | 94583 | Trustee | 8.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | In FY 2024, The Umbrella Foundation held 10 board meetings, 18 administrative working sessions, and 16 strategy and planning meetings. These meetings supported ongoing operational oversight and guided a strategic shift in our mission.This year, we began to broaden our focus beyond employment to provide more holistic support for the neurodiverse community. Through research, stakeholder feedback, and community engagement, we identified key areas of need, including life skills development, mentorship, and access to supportive resources for individuals with Aspergers and high-functioning autism.As part of this transition, we revised our program framework, updated our messaging and branding, and began laying the groundwork for partnerships with organizations aligned with our expanded mission. We are also developing new content and outreach strategies to better serve neurodiverse individuals and their families in a more comprehensive way. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,040 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,040 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,040 | CurrentYearAmt |
| Year1 | $19,005 | Year1Amt |
| Year2 | $28,030 | Year2Amt |
| Year3 | $25,529 | Year3Amt |
| Total | $83,604 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,040 | CurrentYearAmt |
| Year1 | $19,005 | Year1Amt |
| Year2 | $28,030 | Year2Amt |
| Year3 | $25,529 | Year3Amt |
| Total | $83,604 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $492,573 | Year1Amt |
| Year2 | $410,228 | Year2Amt |
| Total | $902,801 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OAKLAND ZOO | ||||||
| 9777 GOLF LINKS | OAKLAND | CA | 94605 | EOF | GENERAL PHILANTHROPY | $5,000 |
| KEKOKUA FOUNDATION | ||||||
| 1255 TREAT BLVD STE 900 | WALNUT CREEK | CA | 94597 | EOF | EDUCATION | $2,000 |
| NOTRE DAME SCHOOL | ||||||
| 596 S 2ND STREET | SAN JOSE | CA | 95112 | EOF | EDUCATION | $100 |
| SPECIAL OPERATIONS WARRIOR FOUNDATI | ||||||
| 1137 MARBELLA PLAZA DR | CLAIRMEL CITY | FL | 33619 | EOF | HONOR FALLEN SERVICE MEMBERS | $2,000 |
| NAVY-MARINE CORPS RELIEF FOUNDATION | ||||||
| 875 N RANDOLPH ST STE 225 | ARLINGTON | VA | 22203 | EOF | FINANCIAL STABILITY FOR MILITARY MEMBERS | $500 |
| WIKIMEDIA FOUNDATION | ||||||
| 1 MONTGOMERY ST STE 1600 | SAN FRANCISCO | CA | 94104 | EOF | GENERAL PHILANTHROPY | $100 |
| FIRST TEE | ||||||
| 2797 PARK AVE STE 205 | SANTA CLARA | CA | 95050 | EOF | GENERAL PHILANTHROPY | $1,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,040 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,444 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,754 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$95,472 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,198 | ExclusionAmt |
| Related Or Exempt Function Incm | -$95,472 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$87,274 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| IPHONE | 2023-06-22 | $2,698 | $270 | SL | 0.2000 | $540 |
| COMPUTER MONTIOR - TODD | 2024-06-24 | $1,311 | SL | 0.1000 | $131 | |
| APPLE IPAD - ANGIE | 2024-06-25 | $1,090 | SL | 0.1000 | $109 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $10,964 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $6,915 | AccumulatedDepreciationAmt |
| Book Value | $4,049 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| DUES & SUBS | $746 |
| LICENSES & TAXES | $50 |
| OFFICE EXP | $789 |
| WEBSITE FEES | $1,145 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $435,729 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE | $12,380 | $5,205 |
| Rounding | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - IRS | CategoryTxt |
| Amt | $114 | Amt |