UMBRELLA FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UMBRELLA FOUNDATION (EIN 80-0950493)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202211369349104171
Schema version
2020v4.0
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)
Return2022-05-16T11:56:30-07:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2022-05-16SignatureDt
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

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$517,187FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$683ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$28InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$28InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$628DividendsRevAndExpnssAmt
Dividends Net Invst Incm$628DividendsNetInvstIncmAmt
Dividends Adj Net Incm$628DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,629NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$54,878GrossSalesPriceAmt
Total Rev And Expnss-$290TotalRevAndExpnssAmt
Total Net Invst Incm$656TotalNetInvstIncmAmt
Total Adj Net Incm$656TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,150AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,685TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$207DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$2,529OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,529OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,571TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,529TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,571TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,529TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,861ExcessRevenueOverExpensesAmt
Net Investment Income$656NetInvestmentIncomeAmt
Adjusted Net Income$656AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$200SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$256,623SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$256,623SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$1,636PrepaidExpensesEOYAmt
Corporate Stock EOYFMV$260,564CorporateStockEOYFMVAmt
Other Investments BOY$524,680OtherInvestmentsBOYAmt
Other Investments EOY$260,564OtherInvestmentsEOYAmt
Land Bldg Equip Cost Or Other Bss$5,865LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,865LandBldgEquipAccumDeprecAmt
Land BOY$207LandBOYAmt
Total Assets BOY$525,087TotalAssetsBOYAmt
Total Assets EOY$518,823TotalAssetsEOYAmt
Total Assets EOYFMV$517,187TotalAssetsEOYFMVAmt
Other Liabilities EOY$1OtherLiabilitiesEOYAmt
Total Liabilities EOY$1TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$525,087NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$525,087TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$518,822TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$525,087TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$518,823TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$525,087TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,861ExcessRevenueOverExpensesAmt
Other Increases$24,032OtherIncreasesAmt
Subtotal$519,258SubtotalAmt
Other Decreases$436OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$518,822TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCOINBASE GLOBAL, INC.PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2021-05-24AcquiredDt
Sold2021-06-22SoldDt
Gross Sales Price$54,878GrossSalesPriceAmt
Cost Or Other Basis$56,507CostOrOtherBasisAmt
Gain Or Loss-$1,629GainOrLossAmt
Gains Minus Excess Or Losses-$1,629GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,629CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,629NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9InvestmentIncomeExciseTaxAmt
Subtotal$9SubtotalAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,636EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,636TotalPaymentsAndCreditsAmt
Overpayment$1,627OverpaymentAmt
Refund$1,627RefundAmt

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 TR8.00$0
TODD RADERMACHER
5003 WESTSIDE DRIVESAN RAMONCA94583Trustee1.00$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 hosted 6 meetings this past year to determine new paths for providing support for young adults on the high functioning end of Autism Spectrum. These events were paid for by the foundation and coordinated and facilitated by Angie Radermacher. We have spent the year restructuring the foundation and are going to offer several new support services in the coming year. In additional to an online makeover (new website creation, events calendar and donations capability), we have expanded our core focus to include services that will support young adults on the spectrum prepare for job interviews and provide guidance and support is seeking employment specifically in the technology industry.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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,529ExpensesAndContributionsAmt
Qualifying Distributions$25,529QualifyingDistributionsAmt
Adjusted Qualifying Distri$25,529AdjustedQualifyingDistriAmt

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
Year2$4,647Year2Amt
Year3$82Year3Amt
Total$4,729TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Year2$3,950Year2Amt
Year3$70Year3Amt
Total$4,020TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$25,529CurrentYearAmt
Year1$28,810Year1Amt
Year2$27,954Year2Amt
Year3$16,736Year3Amt
Total$99,029TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$25,529CurrentYearAmt
Year1$28,810Year1Amt
Year2$27,954Year2Amt
Year3$16,736Year3Amt
Total$99,029TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Year2$582,797Year2Amt
Total$582,797TotalAmt

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 (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OAKLAND ZOO
9777 GOLF LINKSOAKLANDCA94605EOFGENERAL PHILANTHROPY$5,000
ST JUDE'S
501 ST JUDE PLACEMEMPHISTN38105EOFHUMANITARIAN$15,000
NEXT FOR AUTISM
4900 BROADWAY STE 1830SACRAMENTOCA95820EOFAUTISM RESEARCH$1,000
KEKOKUA FOUNDATION
1255 TREAT BLVD STE 900WALNUT CREEKCA94597EOFEDUCATION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$628ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$1,629RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$656ExclusionAmt
Related Or Exempt Function Incm-$1,629RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$973TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryUNRELATED ACCOUNTING FEESCategoryTxt
Amt$2,150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyPHONE EQUIPMENTPropertyDesc
Acquired2016-07-15AcquiredDt
Cost Or Other Basis$1,039CostOrOtherBasisAmt
Prior Year Depreciation$832PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Rt0.2000Rt
Current Year Expense$207CurrentYearExpenseAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$5,865CostOrOtherBasisAmt
Accumulated Depreciation$5,865AccumulatedDepreciationAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPENALTIESDesc
Amt$436Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBS$595$595
EMAIL HOSTING$108$108
OFFICE EXP$1,790$1,790
WEBSITE FEES$36$36

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$24,032Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
EOY Book Value$1EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FRANCHISE TAX BOARD$50
TAXES - IRS$1,635

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