DOROTHY LEMELSON FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: DOROTHY LEMELSON FOUNDATION (EIN 45-5079187)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-03-12
IRS object ID: 201820719349100767
Schema version: 2017v2.2
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
Schedule B
Accounting Fees Schedule
Legal Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-03-12T12:49:51-07:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	953437527	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SITKOFFO'NEIL ACCOUNTANCY CORPORATION	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10099 EAST RIVER STREET	AddressLine1Txt
City	TRUCKEE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	96161	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-01-01	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	7757865000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	300 E 2ND STREET SUITE 1510	AddressLine1Txt
City	RENO	CityNm
State Abbreviation	NV	StateAbbreviationCd
ZIP	89501	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DOROTHY LEMELSON	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7757865000	PhoneNum
Signature	2018-03-08	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MATT O'NEIL	PreparerPersonNm
PTIN	P00459360	PTIN
Phone	5305873200	PhoneNum
Preparation	2018-03-02	PreparationDt

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,944,144	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	$2,244,820	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$2,244,820	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$932	LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss	$4,155	AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss	$60	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$5,147	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,601,242	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,601,242	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,606,389	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,601,242	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$638,431	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,305,713	CashBOYAmt
Cash EOY	$1,944,144	CashEOYAmt
Cash EOYFMV	$1,944,144	CashEOYFMVAmt
Total Assets BOY	$1,305,713	TotalAssetsBOYAmt
Total Assets EOY	$1,944,144	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,944,144	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$1,305,713	UnrestrictedBOYAmt
Unrestricted EOY	$1,944,144	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,305,713	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,944,144	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,305,713	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,944,144	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,305,713	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$638,431	ExcessRevenueOverExpensesAmt
Subtotal	$1,944,144	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,944,144	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$324,754	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$0	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,601,242	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
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	NV	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	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	SITKOFFO'NEIL ACCOUNTANCY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5305873200	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	10099 E RIVER STREET	AddressLine1Txt
City	TRUCKEE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	96161	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
Undistributed Income PY	false	UndistributedIncomePYInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	DOROTHY LEMELSON	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	300 E SECOND STREET SUITE 1510	AddressLine1Txt
City	RENO	CityNm
State Abbreviation	NV	StateAbbreviationCd
ZIP	89501	ZIPCd

Field	Value	IRS element (for citing)
Title	PRESIDENT	TitleTxt
Average Hrs Per Wk Devoted To Pos	000.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Recoveries Qualfied Distri	$1,601,242	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,601,242	DistributableBeforeDedAmt
Distributable As Adjusted	$1,601,242	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,601,242	ExpensesAndContributionsAmt
Qualifying Distributions	$1,601,242	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$1,601,242	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,601,242	DistributableAsAdjustedAmt
Qualifying Distributions	$1,601,242	QualifyingDistributionsAmt
Applied To Current Year	$1,601,242	AppliedToCurrentYearAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
PACIFIC NORTHWEST COLLEGE OF ART
511 NW BROADWAY	PORTLAND	OR	97209	NONE	PC	SCHOLARSHIPS	$112,320
SMILE TRAIN
PO BOX 96231	WASHINGTON	DC	200906231	NONE	PC	HOLIDAY DONATION PROGRAM	$50,000
WASHOE COUNTY SCHOOL DISTRICT
PO BOX 30425	RENO	NV	89520	NONE	PC	PROGRAM COORDINATOR	$68,000
WASHOE K-12
645 SIERRA ROSE DR 101	RENO	NV	89511	NONE	PC	AFTER SCHOOL PROGRAM	$35,386	EDUCATION FOUNDATION
MASSACHUSETTS INSTITUTE OF TECH
600 MEMORIAL DR 3RD FL	CAMBRIDGE	MA	02139	NONE	PC	SCHOLARSHIPS	$35,000	MITES SUMMER PROGRAM
MASSACHUSETTS INSTITUTE OF TECH
600 MEMORIAL DR 3RD FL	CAMBRIDGE	MA	02139	NONE	PC	SCHOLARSHIPS	$15,000	SEED ACADEMY
LEMELSON STEM ACADEMY
2001 SOARING EAGLE DRIVE	RENO	NV	89512	NONE	PC	SCHOOL UNIFORMS	$20,691
TERRY LEE WELLS DISCOVERY
1019 LA RUE AVE	RENO	NV	89509	NONE	PC	STEM PROGRAM	$59,000	MUSEUM
NEVADA WOMEN'S FUND
770 SMITHRIDGE DR ST 300	RENO	NV	89502	NONE	PC	SCHOLARSHIPS	$10,000
BRIDGE MEADOWS
8502 N WAYLAND AVE	PORTLAND	OR	97203	NONE	PC	CONSTRUCTION COST	$750,000
OREGON COLLEGE OF
8245 SW BARNES ROAD	PORTLAND	OR	97255	NONE	PC	SCHOLOARSHIPS	$60,000	ART AND CRAFT
PEAR
338 NW 6TH AVE	PORTLAND	OR	97209	NONE	PC	PROGRAMS	$25,000
UNR FOUNDATION
1664 N VIRGINIA STREET	RENO	NV	89557	NONE	PC	SCHOLARSHIP	$110,845	MATH & SCIENCE COHORT
PORTLAND
PO BOX 3847	PORTLAND	OR	97208	NONE	PC	PROGRAMS	$250,000	JAPANESE GARDEN

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,601,242	TotalGrantOrContriPdDurYrAmt

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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	DOROTHY LEMELSON	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	10099 EAST RIVER STREET	AddressLine1Txt
City	TRUCKEE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	96161	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$2,244,820	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$4,155	Amt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	INDIRECT LEGAL FEES	CategoryTxt
Legal Fees	$932	LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES	$60

DOROTHY LEMELSON FOUNDATION: Form 990PF, tax year 2017

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

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