DOROTHY LEMELSON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY LEMELSON FOUNDATION (EIN 45-5079187)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349105378
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:17:49-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 811227223 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANN GELON GLODNEY GUMEROVE YEE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455079187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY LEMELSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 7757882200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 RANCHARRAH PARKWAY | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARYN SWOBE | PersonNm |
| Person Title | VP/TR/DIRECTOR | PersonTitleTxt |
| Phone | 7757882200 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARYN | PersonFirstNm |
| Person Last | SWOBE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN GELON | PreparerPersonNm |
| PTIN | P00151575 | PTIN |
| Phone | 3102773633 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,445,254 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $638,053 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31,409 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,409 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $438,966 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $438,048 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$686,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,849,882 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $316,757 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $316,757 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $739,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $786,214 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $180,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $114,029 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,403 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $102,626 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,527 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,264 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,263 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $122,514 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $122,514 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $147 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $147 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,735 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18,497 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,697 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,697 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,540 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $559,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $224,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $335,188 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,216,405 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,216,405 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,776,196 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $224,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,551,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,037,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $561,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,798,808 | CashBOYAmt |
| Cash EOY | $3,220,677 | CashEOYAmt |
| Cash EOYFMV | $3,220,677 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $249,957 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $239,325 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,394,347 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,582,548 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,219,554 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,031,695 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $28,748,802 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,858,020 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,371,009 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,547,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,942,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,445,254 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $31,547,610 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,942,555 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,547,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,942,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,547,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,942,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,547,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,037,151 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,510,459 | SubtotalAmt |
| Other Decreases | $1,567,904 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,942,555 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CEDAR ROCK CAPITAL PARTNERS - FROM K-1 | D | 2022-01-01 | 2022-12-31 | $45,332 | $45,332 | $45,332 | |
| CEDAR ROCK CAPITAL PARTNERS - FROM K-1 | D | 2021-03-11 | 2022-12-31 | $17,117,026 | $17,117,026 | $17,117,026 | |
| CEDAR ROCK CAPITAL PARTNERS - WORTHLESS PARTNERSHIP INTEREST | D | 2021-03-11 | 2022-12-31 | -$16,455,144 | -$16,455,144 | $16,455,144 | |
| IMPACT WORLD EQUITY FUND, LP - FROM K-1 | P | 2022-01-01 | 2022-12-31 | -$75,364 | -$75,364 | $75,364 | |
| IMPACT WORLD EQUITY FUND, LP - FROM K-1 | P | 2021-12-31 | 2022-12-31 | $29,969 | $29,969 | $29,969 | |
| FIDELITY #5488 | P | 2022-01-01 | 2022-12-31 | $3,664,729 | -$437,583 | -$437,583 | $4,102,312 |
| FIDELITY #8959 | P | 2022-01-01 | 2022-12-31 | $1,908,128 | -$45,672 | -$45,672 | $1,953,800 |
| FIDELITY #8960 | P | 2022-01-01 | 2022-12-31 | $13,877,386 | -$872,189 | -$872,189 | $14,749,575 |
| FIDELITY #8979 | P | 2022-01-01 | 2022-12-31 | $198,906 | -$921 | -$921 | $199,827 |
| CAPITAL GAINS DIVIDENDS | P | $8,406 | $8,406 | $8,406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$686,140 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,806 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,806 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,806 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $362 | EsPenaltyAmt |
| Tax Due | $8,168 | 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 |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MANN GELON GLODNEY GUMEROVE YEE LLP | IndividualWithBooksNm |
| Phone | 3102773633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST STE 950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CARYN SWOBE | ||||||||
| 7800 RANCHARRAH PARKWAY | RENO | NV | 89511 | VP/TR/DIRECTOR/PROGRAM OFFICER | 15.00 | $60,000 | $0 | $0 |
| JENNIFER BRUML | ||||||||
| 7800 RANCHARRAH PARKWAY | RENO | NV | 89511 | PRES/DIRECTOR/PROGRAM OFFICER | 15.00 | $60,000 | $0 | $0 |
| ZOE LUH MORSE LEMELSON | ||||||||
| 7800 RANCHARRAH PARKWAY | RENO | NV | 89511 | SECY/DIRECTOR/PROGRAM OFFICER | 15.00 | $60,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| C3 LEGAL | |||||
| 1658 N MILWAUKEE AVE 305 | CHICAGO | IL | 60647 | LEGAL SERVICES | $57,407 |
| QUARLES & BRADY LLP | |||||
| 300 N LASALLE ST 4000 | CHICAGO | IL | 60654 | LEGAL SERVICES | $56,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,730,362 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,609,431 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,339,793 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,339,793 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $440,097 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,899,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,444,985 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,444,985 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,806 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,806 | TotalTaxAmt |
| Distributable Before Adj | $1,437,179 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,437,179 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,437,179 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,551,593 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,551,593 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,437,179 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $928,577 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,498,268 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,321,716 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $750,598 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $770,398 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $928,577 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,269,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,551,593 | QualifyingDistributionsAmt |
| Applied To Year1 | $928,577 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $623,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $814,163 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $814,163 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,455,394 | 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 | $684,105 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,771,289 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,321,716 | ExcessFromYear4Amt |
| Excess From Year3 | $750,598 | ExcessFromYear3Amt |
| Excess From Year2 | $770,398 | ExcessFromYear2Amt |
| Excess From Year1 | $928,577 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHILLES INTERNATIONAL | |||||||
| 315 WEST 39TH STREET SUITE 205 | NEW YORK | NY | 10018 | NONE | PC | PROGRAMS SUPPORTING YOUTH AND CHILDREN | $20,000 |
| BROWN HOPE | |||||||
| 519 NE HANCOCK BLVD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THE CHILDREN'S CABINET | |||||||
| 1090 SOUTH ROCK BLVD | RENO | NV | 89502 | NONE | PC | CRISIS STABILIZATION VISITS AND INDIVIDUAL AND FAMILY THERAPY FOR 24 FAMILIES OVER THE COURSE OF ONE YEAR | $50,000 |
| TERRY LEE WELLS NEVADA DISCOVERY MUSEUM | |||||||
| 490 S CENTER ST | RENO | NV | 89501 | NONE | PC | GENERAL OPERATING SUPPORT | $59,000 |
| FOOD BANK OF NORTHERN NEVADA | |||||||
| 550 ITALY DR | SPARKS | NV | 89437 | NONE | PC | STUDENT BACKPACK PROGRAM | $25,000 |
| HOLLA | |||||||
| 11124 NE HALSEY PMB 656 | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| KAIROS PDX | |||||||
| PO BOX 12190 | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| KNBP CHANNEL 5 | |||||||
| 1670 N VIRGINIA ST | RENO | NV | 89503 | NONE | PC | CURIOSITY CLASSROOM PROGRAM AT THE DOROTHY LEMELSON STEM INSTITUTE | $31,360 |
| NEW MEADOWS | |||||||
| 1220 SW COLUMBIA ST | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 |
| SHARE OUR STRENGTH | |||||||
| PO BOX 715475 | PHILADELPHIA | PA | 19171 | NONE | PC | NO KID HUNGRY CAMPAIGN | $20,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| PEACE4KIDS | |||||||
| PO BOX 5347 | COMPTON | CA | 90224 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PEAR | |||||||
| 338 NW 6TH AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 |
| PLANNED PARENTHOOD CASCADE WILLAMETTE | |||||||
| 3727 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING SUPPORT OF THE EASTERN OREGON EDUCATION EXPANSION | $125,000 |
| PS ARTS | |||||||
| 2947 S SEPULVEDA BLVD | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| RAZOM FOR UKRAINE | |||||||
| 140 2ND AVENUE SOUTH 305 | NEW YORK | NY | 10003 | NONE | PC | SUPPORT FOR UKRAINIAN REFUGEES | $25,000 |
| SAFE TALK FOR TEENS | |||||||
| 6490 S MCCARRAN BLVD D1 36 | RENO | NV | 89509 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| TEACHING FOR CHANGE | |||||||
| PO BOX 73038 | WASHINGTON | DC | 20056 | NONE | PC | ZINN EDUCATION PROJECT | $10,000 |
| UKRAINIAN CHILDREN INC | |||||||
| 100 NORTH CHERRY STREET SUITE 600 | WINSTONSALEM | NC | 27127 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| UNIVERSITY OF NEVADA RENO FOUNDATION | |||||||
| MORRILL HALL ALUMNI CENTER/162 | RENO | NV | 89557 | NONE | PC | $25,000 IN SUPPORT OF THE HEAD CLINICAL SUPERVISOR FOR THE BEHAVIORAL HEALTH COLLABORATIVE$175,000 IN SUPPORT OF PAYING THE TUITION, ENGINEERING COURSE DIFFERENTIALS, AND ADMINISTRATIVE COSTS ASSOCIATED WITH A COHORT OF TWENTY-FIVE (25) PUBLIC SCHOOL TEACHERS SELECTED BY THE UNIVERSITY TO OBTAIN THEIR M.S. DEGREE IN ELEMENTARY EDUCATION WITH AN EMPHASIS IN STEM FROM THE COLLEGE OF EDUCATION AS PART OF THE LEMELSON STEM PROGRAM | $200,000 |
| WASHOE COUNTY SCHOOL DISTRICT | |||||||
| 425 EAST NINTH STREET | RENO | NV | 89512 | NONE | GOV | $98,945 FOR 2022-2023 STEM COORDINATOR AT THE DOROTHY LEMELSON STEM ACADEMY$1,055 FOR THE DOROTHY LEMELSON STEM ACADEMY PROGRAMS AND ACTIVITIES$23,245 FOR SCHOOL UNIFORMS FOR STUDENTS OF THE DOROTHY LEMELSON STEM ACADEMY$5,800 FOR STUDENT CLOTHING | $129,045 |
| WOMEN'S DONOR NETWORK | |||||||
| PO BOX 2930 | SAN FRANCISCO | CA | 94121 | NONE | PC | GENERAL OPERATING SUPPORT | $45,000 |
| WOMEN'S FOUNDATION CALIFORNIA | |||||||
| 1301 CLAY ST 71719 | OAKLAND | CA | 94612 | NONE | PC | SUMMER LEADERSHIP INSTITUTE | $30,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | SUPPORT FOR UKRAINIAN REFUFEES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,216,405 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PEACE4KIDS | |||||||
| PO BOX 5347 | COMPTON | CA | 90224 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 |
| UNIVERSITY OF NEVADA RENO FOUNDATION | |||||||
| MORRILL HALL ALUMNI CENTER/162 | RENO | NV | 89557 | NONE | PC | BEHAVIORAL HEALTH COLLABORATIVE FUND HEAD CLINICAL SUPERVISOR | $50,000 |
| WOMEN'S FOUNDATION CALIFORNIA | |||||||
| 1301 CLAY ST 71719 | OAKLAND | CA | 94612 | NONE | PC | SUMMER LEADERSHIP INSTITUTE | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $185,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,409 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $438,966 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$686,140 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY GAIN FROM K-1S | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $316,757 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,992 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,992 | 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 | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ADMINISTRATIVE TRUST UNDER THE DOROTHY LEMELSON REVOCABLE TRUST | |||||||
| 1 | 7800 RANCHARRAH PARKWAY | RENO | NV | 89511 | $621,839 | Yes (X) | |
| ADMINISTRATIVE TRUST UNDER THE DOROTHY LEMELSON REVOCABLE TRUST | |||||||
| 2 | 7800 RANCHARRAH PARKWAY | RENO | NV | 89511 | $5,367 | Yes (X) | |
| ADMINISTRATIVE TRUST UNDER THE DOROTHY LEMELSON REVOCABLE TRUST | |||||||
| 3 | 7800 RANCHARRAH PARKWAY | RENO | NV | 89511 | $10,847 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 0.49% LIMITED PARTNERSHIP INTEREST IN LEMELSON MEDICAL, EDUCATION & RESEARCH FOUNDATION, LP | $5,367 | 2022-12-27 |
| 3 | 65 SHARES OF STOCK IN LEMELSON EDUCATIONAL & RESEARCH CORPORATION | $10,847 | 2022-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $28,527 | Amt |
| Net Investment Income | $14,264 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,263 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PROGRAM OFFICERS LISTED IN PART VII | PersonNm |
| Short Explanation | THE INDIVIDUALS LISTED IN THIS PART VII, LINE 1 RECEIVED COMPENSATION FOR SERVICES RENDERED IN THEIR CAPACITY AS PROGRAM OFFICERS OF THE FOUNDATION; THE FOUNDATION HAS NO OTHER STAFF. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY | BondNm |
| EOY Book Value | $6,219,554 | EOYBookValueAmt |
| EOYFMV | $6,031,695 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $13,394,347 | EOYBookValueAmt |
| EOYFMV | $12,582,548 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $249,957 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $239,325 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IMPACT WORLD EQUITY FUND, LP | AT COST | $4,941,822 | $4,454,811 |
| GREENBACKER RENEWABLE | AT COST | $900,000 | $900,000 |
| LEMELSON MEDICAL, EDUCATION & RESEARCH FOUNDATION, LP | AT COST | $5,367 | $5,367 |
| LEMELSON EDUCATIONAL & RESEARCH CORPORATION | AT COST | $10,831 | $10,831 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $114,029 | LegalFeesAmt |
| Net Investment Income | $11,403 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $102,626 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT - CEDAR ROCK CAPITAL | Desc |
| Amt | $1,567,904 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $7,392 | $0 | $7,392 |
| INSURANCE | $8,698 | $0 | $8,698 |
| BANK CHARGES | $15 | $0 | $15 |
| TRANSACTION FEES | $1,607 | $1,607 | $0 |
| INVESTMENT EXPENSES FROM K-1S | $36,933 | $36,933 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY GAIN FROM K-1S | Desc |
| Revenue And Expenses Per Books | $316,757 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $316,757 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $316,757 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $122,514 | Amt |
| Net Investment Income | $122,514 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $18,497 | $0 | $18,497 |
| FOREIGN TAXES PAID | $37,735 | $37,735 | $0 |
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