RAMP FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RAMP FOUNDATION (EIN 46-3881489)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202001959349102515
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T22:45:54-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 488 ALMADEN BOULEVARD SUITE1800 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463881489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMP | BusinessNameControlTxt |
| Phone | 4088593699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 OLIVE HILL LN | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER MCNAMEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4088593699 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATT BOBADILLA | PreparerPersonNm |
| PTIN | P01432224 | PTIN |
| Phone | 4088173700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.83.136.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 22:45:35 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2FEE8B1B01C974DB69AC25FCD01D361206190679 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,717,577 | 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 |
| Dividends Rev And Expnss | $332,206 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $344,301 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,549 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $347,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,343 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,684 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,842 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,842 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,500 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,939 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,854 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,427 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,475,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,475,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,562,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,491,427 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,214,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,647 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $681,202 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $960,360 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $960,360 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $231,242 | CorporateStockBOYAmt |
| Corporate Stock EOY | $284,037 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $284,037 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,916,358 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,473,180 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,473,180 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,828,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,717,577 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,717,577 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,828,802 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,717,577 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,828,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,717,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,828,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,717,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,828,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,214,326 | ExcessRevenueOverExpensesAmt |
| Other Increases | $103,101 | OtherIncreasesAmt |
| Subtotal | $15,717,577 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,717,577 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF CORTEVA INC STOCK | D | 2011-08-24 | 2019-06-03 | $18 | $11 | $7 | $7 |
| SALE OF DOW INC STOCK | D | 2011-08-24 | 2019-04-02 | $39 | $21 | $18 | $18 |
| SALE OF DUPONT DE NEMOURS INC STOCK | D | 2011-08-24 | 2019-06-03 | $48 | $31 | $17 | $17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,044,039 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,936,952 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061643 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $653,199 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,839,440 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036615 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $485,346 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,790,173 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037947 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $989,942 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,156,539 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075243 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,792,672 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,223,293 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.477574 | DistributionYr5Rt |
| Total Distribution | 0.689022 | TotalDistributionRt |
| Average Distribution | 0.137804 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,360,049 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,254,480 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,736 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,257,216 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,491,427 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,473 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,473 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,083 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,083 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $1,419 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GITTE DUNN | IndividualWithBooksNm |
| Phone | 4088593699 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 OLIVE HILL LN | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROGER MCNAMEE | ||||||||
| 301 OLIVE HILL LANE | WOODSIDE | CA | 94062 | PRESIDENT AND DIRECTOR | 8.00 | $0 | $0 | $0 |
| ANN MCNAMEE | ||||||||
| 301 OLIVE HILL LANE | WOODSIDE | CA | 94062 | CFO AND DIRECTOR | 8.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,934,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $674,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,609,187 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,609,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $249,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,360,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $818,002 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $818,002 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,473 | TotalTaxAmt |
| Distributable Before Adj | $812,529 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $812,529 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $812,529 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,491,427 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,491,427 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,491,427 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $812,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,661 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,491,427 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,661 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $812,529 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $650,237 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $650,237 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $650,237 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $650,237 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROGER MCNAMEE | ContributingManagerNm |
| Contributing Manager | ANN MCNAMEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| MARIN COMMUNITY FOUNDATION | |||||||
| 5 HAMILTON LANDING SUITE 200 | NOVATO | CA | 94949 | PC | GENERAL SUPPORT | $1,037,000 | |
| ROCK AND ROLL HALL OF FAME | |||||||
| 1100 E 9TH STREET | CLEVELAND | OH | 44114 | PC | GENERAL SUPPORT | $25,000 | |
| SOAPBOX FOUNDATION | |||||||
| 106 SUFFOLK ST 2A | NEW YORK CITY | NY | 10002 | PC | GENERAL SUPPORT | $3,000 | |
| MCCARTER THEATRE CENTER | |||||||
| 91 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | PC | GENERAL SUPPORT | $25,000 | |
| MY NEW RED SHOES | |||||||
| REDWOOD SHORES 330 TWIN DOLPHIN DR | REDWOOD CITY | CA | 94065 | PC | GENERAL SUPPORT | $15,000 | SUITE 135 |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON STREET | BERKELEY | CA | 94710 | PC | GENERAL SUPPORT | $75,000 | |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||
| 1725 EYE STNW SUITE 900 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $15,000 | |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVE | SWARTHMORE | PA | 19081 | PC | GENERAL SUPPORT | $25,000 | |
| BOOKSTORMER FOUNDATION | |||||||
| PO BOX 2950 | PETALUMA | CA | 94953 | PC | GENERAL SUPPORT | $5,000 | |
| THE VITALOGY FOUNDATION | |||||||
| PO BOX 340020 | NASHVILE | TN | 37203 | PC | GENERAL SUPPORT | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,475,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $332,206 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|
| INSURANCE REFUND | $5,160 |
| FEDERAL REFUND | $10,389 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $15,549 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $332,248 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $347,797 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| HAIGHT STREET ART CENTER | |
| 501(C)(3) CHARITY | COMMON DIRECTORS |
| CENTER FOR COUNTERCULTURE STUDIES | |
| 501(C)(3) CHARITY | COMMON DIRECTORS |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PWC | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF, PART VII-A, LINE 11A | FormAndLineReferenceDesc |
| Medium Explanation | ENTITIES 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: 301 OLIVE HILL LN, WOODSIDE, CA 94062CONTROLLED ENTITY NAME: HAIGHT STREET ART FOUNDATION C/O ROGER B. MCNAMEECONTROLLED ENTITY EIN: 46-4334367ADDRESS: 301 OLIVE HILL LN, WOODSIDE, CA 94062CONTROLLED ENTITY NAME: CENTER FOR COUNTERCULTURE STUDIESCONTROLLED ENTITY EIN: 81-5330401ADDRESS: 303 OLIVE HILL LN, WOODSIDE, CA 94062 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 500 SHS FACEBOOK | StockNm |
| EOY Book Value | $284,037 | EOYBookValueAmt |
| EOYFMV | $284,037 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | US TREASURY BILL | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $14,473,180 | BookValueAmt |
| EOYFMV | $14,473,180 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,684 | LegalFeesAmt |
| Net Investment Income | $5,842 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,842 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES AND FEES | $85 | $0 | $0 | $85 |
| BANK SERVICE CHARGES | $59,854 | $59,854 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INSURANCE REFUND | $5,160 | $0 | $0 |
| FEDERAL REFUND | $10,389 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY CHANGE IN UNREALIZED | Desc |
| Amt | $103,101 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXTENSION TAX PAYMENT | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
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