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DOROTHY LEMELSON FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
DOROTHY LEMELSON FOUNDATION (EIN 45-5079187)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-02-21
IRS object ID
201900529349100310
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-02-21T19:06:35-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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)
PersonJENNIFER BRUMLPersonNm
Person TitlePRESIDENT/VICE PRESIPersonTitleTxt
Phone7757711612PhoneNum
Signature2019-03-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATT O'NEILPreparerPersonNm
PTINP00459360PTIN
Phone5305873200PhoneNum
Preparation2019-02-21PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.176.157.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-21IPDt
IP Tm19:06:35IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC0DB2F9006530564BA6AAB386E4DEA32AE6F6D77AtSubmissionCreationDeviceId
At Submission Filing Device Id45C82E8DA219B0AFB92B17EB5134FF5013947B60AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,420,224FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$875,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$875,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$10,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$400LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$400LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,515AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,515AccountingFeesChrtblPrpsAmt
Trav Conf Meeting Rev And Expnss$1,216TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,216TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$45OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,176TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,176TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,382,744ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,382,744ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,398,920TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,398,920TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$523,920ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,944,144CashBOYAmt
Cash EOY$1,420,224CashEOYAmt
Cash EOYFMV$1,420,224CashEOYFMVAmt
Total Assets BOY$1,944,144TotalAssetsBOYAmt
Total Assets EOY$1,420,224TotalAssetsEOYAmt
Total Assets EOYFMV$1,420,224TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,944,144CapitalStockBOYAmt
Capital Stock EOY$1,420,224CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,944,144TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,420,224TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,944,144TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,420,224TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,944,144TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$523,920ExcessRevenueOverExpensesAmt
Subtotal$1,420,224SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,420,224TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,606,388AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,162,396NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.742874DistributionYr1Rt
Adjusted Qlfy Distri Yr2$326,913AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,114,583NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.293305DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,475AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,220NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.179440DistributionYr3Rt
Adjusted Qlfy Distri Yr4$899AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,296NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.096708DistributionYr4Rt
Total Distribution1.312327TotalDistributionRt
Average Distribution0.328082AverageDistributionRt
Net Vl Noncharitable Assets$1,544,083NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$506,586AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$506,586AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,398,920QualifyingDistributionsAmt

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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DOROTHY LEMELSON
300 E SECOND STREET SUITE 1510RENONV89501DIRECTOR000.00$0$0$0
CARYN SWOBE
1019 LA RUERENONV89509SECRETARY/TR000.00$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$1,567,597AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,567,597TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,567,597AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,514CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,544,083NetVlNoncharitableAssetsAmt
Minimum Investment Return$77,204MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$77,204MinimumInvestmentReturnAmt
Distributable Before Adj$77,204DistributableBeforeAdjAmt
Distributable Before Ded$77,204DistributableBeforeDedAmt
Distributable As Adjusted$77,204DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,398,920ExpensesAndContributionsAmt
Qualifying Distributions$1,398,920QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,398,920AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,204DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$434ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,064ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$271,184ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,498,268ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,770,950TotalExcessDistributionCyovAmt
Qualifying Distributions$1,398,920QualifyingDistributionsAmt
Applied To Current Year$77,204AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,321,716RemainingDistriFromCorpusAmt
Total Corpus$3,092,666TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,092,666ExcessDistriCyovToNextYrAmt
Excess From Year4$434ExcessFromYear4Amt
Excess From Year3$1,064ExcessFromYear3Amt
Excess From Year2$271,184ExcessFromYear2Amt
Excess From Year1$1,498,268ExcessFromYear1Amt
Excess From Current Year$1,321,716ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF TRUCKEE
MEADOWS2680 EAST NINTH STRENONV89512NONEPCAFTER SCHOOL PROGRAM$5,289
NEVADA WOMEN'S FUND
770 SMITHRIDGE DR ST 300RENONV89502NONEPCSCHOLARSHIPS$10,000
PEAR
338 NW 6TH AVEPORTLANDOR97209NONEPCPROGRAMS$25,000
LEMELSON STEM ACADEMY
2001 SOARING EAGLE DRIVERENONV89512NONEPCSCHOOL UNIFORMS$29,057
WASHOE K-12
EDUCATION FOUNDATION645 SIERRA ROSE DR 101RENONV89511NONEPCAFTER SCHOOL PROGRAM$29,083
TERRY LEE WELLS DISCOVERY
MUSEUM490 S CENTER STREETRENONV89501NONEPCSTEM PROGRAM$59,000
OREGON COLLEGE OF
ART AND CRAFT8245 SW BARNES ROADPORTLANDOR97255NONEPCSCHOLOARSHIPS$66,300
WASHOE COUNTY SCHOOL DISTRICT
PO BOX 30425RENONV89520NONEPCPROGRAM COORDINATOR$75,000
UNR FOUNDATION
MATH & SCIENCE COHORT1664 N VIRGINIA STREETRENONV89557NONEPCSCHOLARSHIP$134,015
NEW AVENUES FOR YOUTH
1220 SW COLUMBIA STPORTLANDOR97201NONEPCPROGRAMS$200,000
BRIDGE MEADOWS
8502 N WAYLAND AVEPORTLANDOR97203NONEPCCONSTRUCTION COST$750,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,382,744TotalGrantOrContriPdDurYrAmt

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$875,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,515Amt
Disbursements Charitable Prps$4,515DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$400LegalFeesAmt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$45$45

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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