UMBRELLA FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
UMBRELLA FOUNDATION (EIN 80-0950493)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-10-31
IRS object ID
201723049349100727
Schema version
2016v3.0
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)
Return2017-10-31T13:48:15-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943206957PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALLIED TAX PLANNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17300 JOHNSTON ROAD SUITE BAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94588ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

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
Phone9255565551PhoneNum
Signature2017-10-27SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRADLEY L HAUPT EAPreparerPersonNm
PTINP00563075PTIN
Phone9252486800PhoneNum
Preparation2017-10-27PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdDA8C56595B2E4F48FCD41C162B7A404A65F98868AtSubmissionCreationDeviceId
At Submission Filing Device IdDA8C56595B2E4F48FCD41C162B7A404A65F98868AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$463,316FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Net Gain Sale Ast Rev And Expnss$12,541NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$117,985GrossSalesPriceAmt
Total Rev And Expnss$12,641TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,495AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$213TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$208DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$115TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$115TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,765OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$6,572OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,796TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,687TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,296TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,187TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,655ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$122,906SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$122,906SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$407,482CorporateStockBOYAmt
Corporate Stock EOY$340,410CorporateStockEOYAmt
Corporate Stock EOYFMV$340,410CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,039LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$208LandBldgEquipAccumDeprecAmt
Land EOY$831LandEOYAmt
Total Assets BOY$407,482TotalAssetsBOYAmt
Total Assets EOY$464,147TotalAssetsEOYAmt
Total Assets EOYFMV$463,316TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$407,482UnrestrictedBOYAmt
Unrestricted EOY$464,147UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$407,482TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$464,147TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$407,482TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$464,147TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$407,482TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,655ExcessRevenueOverExpensesAmt
Other Increases$61,320OtherIncreasesAmt
Subtotal$464,147SubtotalAmt
Tot Net Ast Or Fund Balances EOY$464,147TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,144AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$438,756NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.004887DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,053AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$458,510NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.015382DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$237,997NetVlNoncharitableAssetsYr3Amt
Total Distribution0.020269TotalDistributionRt
Average Distribution0.010135AverageDistributionRt
Net Vl Noncharitable Assets$387,138NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,924AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$3,924AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,187QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
Individual With BooksANGIE RADERMACHERIndividualWithBooksNm
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANGIE RADERMACHER
5003 WESTSIDE DRIVESAN RAMONCA94583EXECUTIVE TR8.00$0$0$0
TODD RADERMACHER
5003 WESTSIDE DRIVESAN RAMONCA94583TRUSTEE1.00$0$0$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 12 EVENTS THIS PAST YEAR FOR YOUNG ADULTS ON THE HIGH FUNCTIONING END OF THE AUTISM SPECTRUM. THESE EVENTS WERE PAID FOR BY THE FOUNDATION AND COORDINATED AND FACILITATED BY MYSELF AND MY SON ALEX RADERMACHER. WE HAD ANYWHERE FROM 4 20 PEOPLE COME TO OUR EVENTS AND THIS IS A TIME FOR THESE YOUNG PEOPLE TO MEET OTHERS LIKE THEM AND SOCIALIZE. WE PROVIDE GUIDANCE IN THE SOCIAL PROCESS BY HELPING WITH CONVERSATION SKILLS, ENCOURAGING THEM TO DISCUSS VARIOUS TOPICS ALL WHILE PLAYING A GAME, OR EATING A MEAL. FOR SOME, OUR GATHERINGS ARE THE ONLY SOCIAL TIME THEY GET OUTSIDE OF THEIR FAMILY, WORK OR SCHOOL, AND THEY LOOK FORWARD TO OUR EVENTS. I HAVE ALSO SPENT TIME STUDYING MORE ABOUT ASPERGERS AND THE SOCIAL DILEMMA KIDS HAVE. I HAVE LISTENED IN ON VARIOUS TALKS GIVEN BY SPECIALISTS ON HOW TO HELP THESE INDIVIDUALS, AS WELL AS READ MANY ARTICLES AND BOOKS ON ASPERGERS/ HIGH FUNCTIONING AUTISM. AS FOUNDER OF THE UMBRELLA FOUNDATION, I HAVE MANY PARENTS WHO CADescription1Txt
Expenses1$15,187Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$376,858AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,175AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$393,033TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$393,033AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,895CashDeemedCharitableAmt
Net Vl Noncharitable Assets$387,138NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,357MinimumInvestmentReturnAmt

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$15,187ExpensesAndContributionsAmt
Qualifying Distributions$15,187QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,187AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$15,187QualifyingDistributionsAmt
Remaining Distri From Corpus$15,187RemainingDistriFromCorpusAmt
Total Corpus$15,187TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2014-06-04PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$60Year1Amt
Year2$213Year2Amt
Year3$6,237Year3Amt
Total$6,510TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Year1$51Year1Amt
Year2$181Year2Amt
Year3$5,301Year3Amt
Total$5,533TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$15,187CurrentYearAmt
Year1$2,144Year1Amt
Year2$7,158Year2Amt
Total$24,489TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$15,187CurrentYearAmt
Year1$2,144Year1Amt
Year2$7,158Year2Amt
Total$24,489TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$12,905CurrentYearAmt
Year1$40Year1Amt
Year2$15,284Year2Amt
Year3$7,933Year3Amt
Total$36,162TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SAINT JUDES HOSPITALBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1501 ST JUDE PLACEAddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38105ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusEXEMPTRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHILDREN'S HEALTHGrantOrContributionPurposeTxt
Amt$8,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,541ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$12,541ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,541TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,495Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyPHONE EQUIPMENTPropertyDesc
Acquired2016-07-15AcquiredDt
Cost Or Other Basis$1,039CostOrOtherBasisAmt
Computation MethodS/LComputationMethodTxt
Life5.0000LifeRt
Current Year Expense$208CurrentYearExpenseAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
Asset6161.072 S FID. SEL PHARMACEUTICALSAssetDesc
Acquired2013-12AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2016-06SoldDt
Gross Sales Price$117,985GrossSalesPriceAmt
Basis$105,444BasisAmt
Total Net$12,541TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCK/MUTUAL FD. PORTFOLIOStockNm
EOY Book Value$340,410EOYBookValueAmt
EOYFMV$340,410EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE EXPENSES
PRINTING
POSTAGE$14$14
SUPPLIES & MATERIALS$67$67
POST OFFICE BOX$193
WEBSITE FEES$418$418
WEB DESIGN$6,073$6,073

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMARKET APPRECIATION OF EQUITIESDesc
Amt$61,320Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
FRANCHISE TAX BOARD$10
DEPT. OF JUSTICE
FEDERAL EXCISE TAX$203

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