BETA

DOROTHY LEMELSON FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DOROTHY LEMELSON FOUNDATION (EIN 45-5079187)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-03-28
IRS object ID
202040889349100204
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-03-28T17:44:29-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953437527PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SITKOFFO'NEIL ACCOUNTANCY CORPORATIONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110099 EAST RIVER STREETAddressLine1Txt
CityTRUCKEECityNm
State AbbreviationCAStateAbbreviationCd
ZIP96161ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455079187EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOROTHY LEMELSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDOROBusinessNameControlTxt
Phone7757711612PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11019 LARUE AVEAddressLine1Txt
CityRENOCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89509ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARYN SWOBEPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone7757711612PhoneNum
Signature2020-03-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATT O'NEILPreparerPersonNm
PTINP00459360PTIN
Phone5305873200PhoneNum
Preparation2020-02-28PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,508,850FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$926,090ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$926,090TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$10,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,522AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$6,522AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$834OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$834OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,356TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,356TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$820,108ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$820,108ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$837,464TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$837,464TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$88,626ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,420,224CashBOYAmt
Cash EOY$1,508,850CashEOYAmt
Cash EOYFMV$1,508,850CashEOYFMVAmt
Total Assets BOY$1,420,224TotalAssetsBOYAmt
Total Assets EOY$1,508,850TotalAssetsEOYAmt
Total Assets EOYFMV$1,508,850TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,420,224CapitalStockBOYAmt
Capital Stock EOY$1,508,850CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,420,224TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,508,850TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,420,224TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,508,850TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,420,224TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$88,626ExcessRevenueOverExpensesAmt
Subtotal$1,508,850SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,508,850TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,398,920AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,544,083NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.905988DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,606,388AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,162,396NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.742874DistributionYr2Rt
Adjusted Qlfy Distri Yr3$326,913AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,114,583NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.293305DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,475AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,220NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.179440DistributionYr4Rt
Adjusted Qlfy Distri Yr5$899AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,296NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.096708DistributionYr5Rt
Total Distribution2.218315TotalDistributionRt
Average Distribution0.443663AverageDistributionRt
Net Vl Noncharitable Assets$1,737,310NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$770,780AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$770,780AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$837,464QualifyingDistributionsAmt

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
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SITKOFFO'NEIL ACCOUNTANCYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5305873200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110099 E RIVER STREETAddressLine1Txt
CityTRUCKEECityNm
State AbbreviationCAStateAbbreviationCd
ZIP96161ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CARYN SWOBE
1019 LA RUERENONV89509SECRETARY/TR20.00$0$0$0
JENNIFER BRUML
4636 SW HEWETT BLVDPORTLANDOR97221PRESIDENT/VI000.00$5,000$0$0
ZOE LUH MORSE LEMELSON
2876 ALLESANDRO STREETLOS ANGELESCA90039DIRECTOR000.00$5,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,763,766AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,763,766TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,763,766AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,456CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,737,310NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,866MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,866MinimumInvestmentReturnAmt
Distributable Before Adj$86,866DistributableBeforeAdjAmt
Distributable Before Ded$86,866DistributableBeforeDedAmt
Distributable As Adjusted$86,866DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$837,464ExpensesAndContributionsAmt
Qualifying Distributions$837,464QualifyingDistributionsAmt
Adjusted Qualifying Distri$837,464AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$86,866DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$434ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,064ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$271,184ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,498,268ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,321,716ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,092,666TotalExcessDistributionCyovAmt
Qualifying Distributions$837,464QualifyingDistributionsAmt
Applied To Current Year$86,866AppliedToCurrentYearAmt
Remaining Distri From Corpus$750,598RemainingDistriFromCorpusAmt
Total Corpus$3,843,264TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$434ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,842,830ExcessDistriCyovToNextYrAmt
Excess From Year4$1,064ExcessFromYear4Amt
Excess From Year3$271,184ExcessFromYear3Amt
Excess From Year2$1,498,268ExcessFromYear2Amt
Excess From Year1$1,321,716ExcessFromYear1Amt
Excess From Current Year$750,598ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
ACHILLES INTERNATIONAL
42 WEST 38TH STREETNEW YORKNY10018NONEPCPROGRAMS$20,000
BOYS & GIRLS CLUB OF TRUCKEE
2680 EAST NINTH STRENONV89512NONEPCAFTER SCHOOL PROGRAM$13,649MEADOWS
BOYS & GIRLS CLUB OF TRUCKEE
2680 EAST NINTH STRENONV89512NONEPCAFTER SCHOOL PROGRAM$15,891MEADOWS
BOYS & GIRLS CLUB OF TRUCKEE
2680 EAST NINTH STRENONV89512NONEPCAFTER SCHOOL PROGRAM$7,005MEADOWS
KNPB CHANNEL 5
1670 NORTH VIRGINIA STRENONV89503NONEPCREADING PROGRAM AT DL STEM ACADEMY$25,000
MIT OFFICE OF ENGINEERING
77 MASSACHUSETS AVECAMBRIDGEMA02139NONEPCMITES AND SEED PROGRAMMING$50,000
NEVADA MUSEUM OF ART
160 WEST LIBERTYRENONV89501NONEPCPROGRAMS$20,000
NEVADA WOMEN'S FUND
770 SMITHRIDGE DR ST 300RENONV89502NONEPCSCHOLARSHIPS$10,000
NEW AVENUES FOR YOUTH
1220 SW COLUMBIA STPORTLANDOR97201NONEPCPROGRAMS$200,000
OHSU FOUNDATION
PO BOX 29017PORTLANDOR97296NONEPCGRANT FUNDING$12,500
OREGON MUSEUM OF SCIENCE AND
PO BOX 35143 4145SEATTLEWA98124NONEPCPROGRAMS$10,000INDUSTRY
PACIFIC NORTHWEST COLLEGE OF ART
511 NW BROADWAYPORTLANDOR97209NONEPCSCHOLARSHIP$41,376
PEAR
338 NW 6TH AVEPORTLANDOR97209NONEPCPROGRAMS$25,000
PLANNED PARENTHOOD
123 WILLIAM ST 10TH FLNEW YORKNY10038NONEPCPROGRAMS$3,000
PORTLAND ART MUSEUM
1219 SW PARK AVEPORTLANDOR97205NONEPCPROGRAMS$10,000
RENSSELAER POLYTECHNIC INSTITUTE
PO BOX 3164BOSTONMA02241NONEPCPROGRAMS TO TRAIN TEACHERS$5,000
SAFE TALK FOR TEENS
6490 S MCCARRAN BLVDRENONV89509NONEPCPROGRAMS$10,000
SIERRA COMMUNITY HOUSE
PO BOX 1232KINGS BEACHCA96143NONEPCPROGRAMS$5,000
SIERRA NEVADA JOURNEYS
190 EAST LIBERTY STREETRENONV89501NONEPCPROGRAMS AT DOROTHY LEMELSON STEM AC$900
SMILE TRAIN
633 THIRD AVE 9TH FLNEW YORKNY10017NONEPCPROGRAMS$50,000
TERRY LEE WELLS DISCOVERY
490 S CENTER STREETRENONV89501NONEPCSTEM PROGRAM$59,000MUSEUM
THE CHILDREN'S CABINET
1090 S ROCK BLVDRENONV89502NONEPCREDFIELD ACADEMY PROGRAM$10,000
UNR FOUNDATION
1664 N VIRGINIA STREETRENONV89557NONEPCSCHOLARSHIP$144,787MATH & SCIENCE COHORT
WASHOE COUNTY SCHOOL DISTRICT
PO BOX 30425RENONV89520NONEPCPROGRAM COORDINATOR$72,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$820,108TotalGrantOrContriPdDurYrAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDOROTHY LEMELSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110099 EAST RIVER STREETAddressLine1Txt
CityTRUCKEECityNm
State AbbreviationCAStateAbbreviationCd
ZIP96161ZIPCd
FieldValueIRS element (for citing)
Total Contributions$926,090TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,522Amt
Disbursements Charitable Prps$6,522DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$15$15
INSURANCE$744$744
OFFICE EXPENSES$75$75

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDOROTHY LEMELSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110099 EAST RIVER STAddressLine1Txt
CityTRUCKEECityNm
State AbbreviationCAStateAbbreviationCd
ZIP96161ZIPCd

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