UMBRELLA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UMBRELLA FOUNDATION (EIN 80-0950493)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202601349349103305
- Schema version
- 2024v5.2
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:42:19-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 332331738 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avendano & Jambe Tax Services | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2159 | AddressLine1Txt |
| City | Moorpark | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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) |
|---|---|---|
| In Care Of | % TODD RADERMACHER | InCareOfNm |
| 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 | TODD RADERMACHER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9259984409 | PhoneNum |
| Signature | 2026-05-11 | 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 | SUSAN AVENDANO | PreparerPersonNm |
| PTIN | P00835391 | PTIN |
| Phone | 8058645688 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $971,472 | 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 | $9,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,866 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,866 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,026 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,026 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,026 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $10,026 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $19,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,892 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,892 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,275 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,496 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $1,020 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,906 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,247 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,355 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,892 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,892 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $94,509 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,066 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,066 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,627 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $713,603 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $887,406 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $887,406 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,964 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,935 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,049 | LandBOYAmt |
| Land EOY | $3,029 | LandEOYAmt |
| Total Assets BOY | $813,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $974,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $971,472 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,450 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,812 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,812 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $808,338 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $953,689 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $808,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $953,689 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $813,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $974,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $808,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,355 | ExcessRevenueOverExpensesAmt |
| Other Increases | $157,706 | OtherIncreasesAmt |
| Subtotal | $953,689 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $953,689 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| Gross Sales Price | $10,026 | GrossSalesPriceAmt |
| Gain Or Loss | $10,026 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,026 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,026 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,026 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $276 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $276 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $276 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $276 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 |
| Individual With Books | ANGIE RADERMACHER | IndividualWithBooksNm |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2021 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2022 | UndistributedIncomePY3Yr |
| Undistributed Income PY4 | 2023 | UndistributedIncomePY4Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2020 | UndistrIncmSect4942a2AppYr1Yr |
| Undistr Incm Sect4942a2 App Yr2 | 2021 | UndistrIncmSect4942a2AppYr2Yr |
| Undistr Incm Sect4942a2 App Yr3 | 2022 | UndistrIncmSect4942a2AppYr3Yr |
| Undistr Incm Sect4942a2 App Yr4 | 2023 | UndistrIncmSect4942a2AppYr4Yr |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANGIE RADERMACHER | ||||||||
| 5003 WESTSIDE DRIVE | SAN RAMON | CA | 94583 | EXECUTIVE TRUSTEE | 2.00 | $0 | $0 | $0 |
| TODD RADERMACHER | ||||||||
| 5003 WESTSIDE DRIVE | SAN RAMON | CA | 94583 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHED STATEMENT 127 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $731,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,918 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $819,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $819,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $807,259 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $276 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $276 | TotalTaxAmt |
| Distributable Before Adj | $40,087 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,087 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,087 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,825 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,087 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,816 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Total For Prior Years | $31,403 | TotalForPriorYearsAmt |
| Qualifying Distributions | $26,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,825 | AppliedToYear1Amt |
| Prior Year Undistributed Incm | $31,403 | PriorYearUndistributedIncmAmt |
| Taxable1 | $31,403 | Taxable1Amt |
| Taxable2 | $4,991 | Taxable2Amt |
| Undistributed Income CY | $40,087 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST TEE | |||||||
| 2797 PARK AVE STE 205 | SANTA CLARA | CA | 95050 | NONE | PC | GENERAL PHILANTHROPY | $1,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| PO BOX 30610 | New York | NY | 10087 | TRUSTEE WAS PATIENT | PC | TO SUPPORT THE HOSPITAL AND ITS MISSION | $2,000 |
| THE NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PC | SUPPORT MISSION FOR VETERANS FAMILIES OF NPW | $500 |
| OAKLAND ZOO | |||||||
| 9777 GOLF LINKS | Oakland | CA | 94605 | NONE | PC | GENERAL PHILANTHROPY | $5,000 |
| SPECIAL OPERATION WARRIOR FOUNDATIO | |||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | NONE | PC | HONOR THE FALLEN AND ALL MEDAL OF HONOR RECIPIENTS | $5,000 |
| THE ARC OF THE UNITED STATES | |||||||
| 2000 PENNSYLVANIA AVE NW ST 500 | WASHINGTON | DC | 20006 | NONE | PC | MISSION OF FIGHTING FOR DISABILITY RIGHTS | $5,000 |
| WIKIPEDIA FOUNDATION INC | |||||||
| 1 SANSOME ST SUITE 1895 | SAN FRANCISCO | CA | 94104 | NONE | PC | SUPPORT THE MISSION OF THE FOUNDATION | $50 |
| CHILD MIND INSTITUTE | |||||||
| 215 EAST 50TH STREET | NEW YORK | NY | 10022 | NONE | PC | GLOBAL NONPROFIT FOR CHILDRENS MENTAL HEALTH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,866 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,026 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,892 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $3,275 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,275 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| IPHONE | 2023-06-22 | $2,698 | $810 | SL | 5 | $540 | $0 | $0 |
| COMPUTER MONITORTR | 2024-06-24 | $1,311 | $131 | SL | 5 | $262 | $0 | $0 |
| APPLE IPAD AR | 2024-06-25 | $1,090 | $109 | SL | 5 | $218 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| Form 990PF-General Explanation Attachment 1 | PART VIII-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES IN FY 2025, THE UMBRELLA FOUNDATION HELD FOUR BOARD MEETINGS FOCUSED ON GOVERNANCE, FINANCIAL OVERSIGHT, AND STRATEGIC PLANNING. DURING THE FISCAL YEAR, THE BOARD CONDUCTED A REVIEW OF THE FOUNDATIONS ACTIVITIES AND DETERMINED THAT ITS MISSION WOULD BE MOST EFFECTIVELY ADVANCED THROUGH A PRIMARILY PHILANTHROPIC MODEL. AS PART OF THIS TRANSITION, THE FOUNDATION BEGAN SHIFTING AWAY FROM PROVIDING DIRECT SERVICES AND TOWARD MAKING CHARITABLE CONTRIBUTIONS TO QUALIFIED NONPROFIT ORGANIZATIONS. |
| Form 990PF-General Explanation Attachment 2 | CONTINUATI0N STMT 127 - WHILE SUPPORT FOR NEURODIVERSITY-RELATED CAUSES REMAINS A CORE AREA OF INTEREST, THE FOUNDATION ALSO EVALUATED THE POTENTIAL TO SUPPORT OTHER CHARITABLE PURPOSES CONSISTENT WITH ITS EXEMPT MISSION, INCLUDING VETERANS CAUSES, EDUCATIONAL INITIATIVES, AND OTHER ORGANIZATIONS SERVING THE PUBLIC GOOD. THROUGHOUT THE YEAR, THE BOARD REVIEWED POTENTIAL RECIPIENT ORGANIZATIONS, REFINED INTERNAL GUIDELINES FOR CHARITABLE GIVING, AND UPDATED PLANNING AND GOVERNANCE DOCUMENTS TO SUPPORT THIS GRANTMAKING-FOCUSED APPROACH. THESE ACTIVITIES WERE UNDERTAKEN TO ENSURE RESPONSIBLE STEWARDSHIP OF CHARITABLE ASSETS AND CONTINUED COMPLIANCE WITH THE FOUNDATIONS TAX-EXEMPT STATUS. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS-FIDELITY | CategoryOrItemTxt |
| Book Value | $887,406 | BookValueAmt |
| EOYFMV | $887,406 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $1,261 | $0 | $0 | $0 |
| OFFICE EXPENSE | $102 | $0 | $0 | $0 |
| WEBSITE FEES | $1,543 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $157,706 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD | $5,205 | $20,812 |
| FEDERAL TAX DUE | $245 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX ADJUSTMENT | CategoryTxt |
| Amt | $1,496 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |