UMBRELLA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UMBRELLA FOUNDATION (EIN 80-0950493)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-16
- IRS object ID
- 202101069349100620
- Schema version
- 2019v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-16T15:47:21-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 2021-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $524,880 | 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 | $2,838 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,838 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,838 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $160,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $546,669 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $160,654 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $160,654 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $163,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,492 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $163,492 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $972 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $208 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,810 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,810 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,840 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $131,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,492 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $163,492 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,972 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $200 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $575,410 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $524,680 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $524,680 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,865 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,658 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $415 | LandBOYAmt |
| Land EOY | $207 | LandEOYAmt |
| Total Assets BOY | $582,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $525,087 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $524,880 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $582,797 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $582,797 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $525,087 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $582,797 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $525,087 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $582,797 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $131,652 | ExcessRevenueOverExpensesAmt |
| Subtotal | $714,449 | SubtotalAmt |
| Other Decreases | $189,362 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $525,087 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| 205.404 FIDELITY SELECT BIOTECH | P | 2019-06-30 | 2019-08-14 | $3,972 | $3,336 | $636 | $636 | |
| 122.393 FIDELITY SELECT IT SERVICES | P | 2019-06-30 | 2019-08-14 | $8,640 | $3,785 | $4,855 | $4,855 | |
| 64.587 FIDELITY SELECT MED TECH & DEVICES | P | 2018-12-14 | 2019-08-15 | $3,511 | $2,628 | $883 | $883 | |
| 483.059 FIDELITY SELECT TECH | P | 2018-12-14 | 2019-08-15 | $8,149 | $8,466 | -$317 | -$317 | |
| 1,408.792 FIDELITY SELECT SEMINCONDUCTORS | P | 2019-06-30 | 2019-08-15 | $13,877 | $14,888 | -$1,011 | -$1,011 | |
| 2,121.690 FIDELITY SELECT BIOTECH | P | 2019-06-30 | 2019-08-14 | $41,033 | $34,455 | $6,578 | $6,578 | |
| 3,281.646 FIDELITY SELECT IT SERVICES | P | 2019-06-30 | 2019-08-14 | $231,651 | $101,496 | $130,155 | $130,155 | |
| 1,939.220 FIDELITY SELECT MED TECH & DEVICES | P | 2019-06-30 | 2019-08-14 | $105,416 | $78,904 | $26,512 | $26,512 | |
| 3,250.607 FIDELITY SELECT TECH | P | 2019-06-30 | 2019-08-14 | $54,838 | $56,968 | -$2,130 | -$2,130 | |
| 7,673.260 FIDELITY SELECT SEMINCONDUCTORS | P | 2019-06-30 | 2019-08-14 | $75,582 | $81,089 | -$5,507 | -$5,507 | |
| IPAD-TODD | P | 2018-05-14 | 2020-04-19 | $1,695 | $1,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $160,654 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $160,654 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,636 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $532,980 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05185 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,735 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $488,792 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03424 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,187 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $387,138 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03923 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,144 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $438,756 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00489 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,053 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $458,510 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.01538 | DistributionYr5Rt |
| Total Distribution | 0.145587 | TotalDistributionRt |
| Average Distribution | 0.029117 | AverageDistributionRt |
| Net Investment Income Pct | $1,635 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,635 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,810 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,635 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,635 | SubtotalAmt |
| Tax Based On Investment Income | $1,635 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $1,638 | TaxDueAmt |
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 | 8.00 | $0 |
| TODD RADERMACHER | ||||||
| 5003 WESTSIDE DRIVE | SAN RAMON | CA | 94583 | Trustee | 1.00 | $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 | The umbrella Foundation hosted 7 events this past year for young adults on the high functioning end of Autism Spectrum. These events were held at various locations and paid for by ourselves as we continue to mold the mission of the foundation going forward. All events were coordinated and facilitated by Angie & Todd Radermacher. These events were attended by potential donors, board members and beneficiaries. Angie continues to spend over 2 hours per week investigating, researching & evaluating social programs, activities, & latest breakthroughs for the high functioning autism community as well as potential scholarships, grants and other ways we might direct the foundations funds in the future. | 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 |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,810 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,810 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,635 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,175 | AdjustedQualifyingDistriAmt |
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 |
| Year1 | $4,647 | Year1Amt |
| Year2 | $82 | Year2Amt |
| Total | $4,729 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $3,950 | Year1Amt |
| Year2 | $70 | Year2Amt |
| Total | $4,020 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,810 | CurrentYearAmt |
| Year1 | $27,954 | Year1Amt |
| Year2 | $16,736 | Year2Amt |
| Year3 | $15,187 | Year3Amt |
| Total | $88,687 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,810 | CurrentYearAmt |
| Year1 | $27,954 | Year1Amt |
| Year2 | $16,736 | Year2Amt |
| Year3 | $15,187 | Year3Amt |
| Total | $88,687 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $582,797 | Year1Amt |
| Total | $582,797 | 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 (4 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 |
| ST JUDE'S | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | EOF | HUMANITARIAN | $20,000 |
| UC DAVIS THE MIND INSTITUTE | ||||||
| 4900 BROADWAY STE 1830 | SACRAMENTO | CA | 95820 | EOF | AUTISM RESEARCH | $1,000 |
| KEKOKUA FOUNDATION | ||||||
| 1255 TREAT BLVD STE 900 | WALNUT CREEK | CA | 94597 | EOF | EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,838 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $160,654 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,838 | ExclusionAmt |
| Related Or Exempt Function Incm | $160,654 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,492 | 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 | UNRELATED ACCOUNTING FEES | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PHONE EQUIPMENT | PropertyDesc |
| Acquired | 2016-07-15 | AcquiredDt |
| Cost Or Other Basis | $1,039 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $624 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.2000 | Rt |
| Current Year Expense | $208 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $5,865 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,658 | AccumulatedDepreciationAmt |
| Book Value | $207 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX GAIN ON SALE OF EQUITIES OVER BOOK GAIN | $165,315 |
| UNREALIZED LOSS ON EQUITIES | $24,047 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EMAIL HOSTING | $111 | $111 |
| OFFICE EXP | $1,365 | $1,365 |
| PO BOX | $190 | $190 |
| WEBSITE FEES | $144 | $144 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE TAX BOARD | CategoryTxt |
| Amt | $972 | Amt |