MARLEE FUND: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MARLEE FUND (EIN 41-2236553)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-14
IRS object ID
201423189349200312
Schema version
2013v3.0
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)
Return2014-11-14T08:05:37-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010511973PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NICHOLSON MICHAUD & COMPANYBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line176 SILVER STREETAddressLine1
CityWATERVILLECity
StateMEState
ZIP Code04901ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN412236553EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARLEE FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMARLBusinessNameControlTxt
Phone2075002101PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 17AddressLine1
CityKENTS HILLCity
StateMEState
ZIP Code04349ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIK NADEAUPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2075002101PhoneNum
Signature2014-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonP JAMES NICHOLSON CPAPreparerPersonNm
PTINP00482325PTIN
Phone2078727077PhoneNum
Preparation2014-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.MARLEEFUND.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$23,540GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$2,020ContributionsGiftsGrantsEtcAmt
Investment Income$36InvestmentIncomeAmt
Fundraising Gross Income$21,484FundraisingGrossIncomeAmt
Special Events Direct Expenses$2,019SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$19,465SpecialEventsNetIncomeLossAmt
Total Revenue$21,521TotalRevenueAmt
Other Expenses Total$18,241OtherExpensesTotalAmt
Total Expenses$18,241TotalExpensesAmt
Excess Or Deficit For Year$3,280ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$10,216NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$13,496NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$10,216BOYAmt
EOY$13,496EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,216BOYAmt
EOY$13,496EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$10,216BOYAmt
EOY$13,496EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeEDUCATION, SCHOLARSHIPS AND YOUTH SUPPORTPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE MARLEE FUND PROVIDES SCHOLARSHIPS FOR LOCAL DAY STUDENTS TO KENTS HILL SCHOOL; PURCHASES PAPEREBACK BOOKS FOR THE MARLEE READING ROOM AT THE WINTHROP MIDDLE SCHOOL LIBRARY; PROVIDES FUNDING TO THE MARLEE SKI CLUB WHICH WORKS IN CONJUNCTION WITH KENTS HILL SCHOOL TO PROVIDE PRACTICE TIME FOR LOCAL ALPIN SKI TEAMS; PROVIDES SCHOLARSHIPS FOR YOUNG GIRLS TO ATTEND SUMMER CAMP; PROVIDES FUNDING TO LOCAL SCHOOL MUSIC PROGRAMS; AND SUPPORTS OTHER PROGRAMS AND ACTIVITIES THAT CONTRIBUTE TO THE GOALS AND PURPOSE OF THE MARLEE FUND.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$18,241ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$18,241TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDWARD JOHNSTON
PRESIDENT5.00$0$0$0
MARLENE THIBODEAU
VICE-PRESIDENT1.00$0$0$0
ALEC JOHNSTON
SECRETARY1.00$0$0$0
ERIK NADEAU
TREASURER1.00$0$0$0
PATRICK FLOOD
DIRECTOR0.50$0$0$0
DALE RICE
DIRECTOR0.50$0$0$0
GAIL DOUGHTY
DIRECTOR0.50$0$0$0
BEN DOUGHTY
DIRECTOR0.50$0$0$0
KINI TINKHAM
DIRECTOR0.50$0$0$0
LYNN MCHATTEN
DIRECTOR0.50$0$0$0
LAUREN MCHATTEN
DIRECTOR0.50$0$0$0
RANDY SCHWARTZ
DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonERIK NADEAU CPAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line176 SILVER STREETAddressLine1
CityWATERVILLECity
StateMEState
ZIP Code04901ZIPCode
FieldValueIRS element (for citing)
Phone2078727077PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,520CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,285CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,670CurrentTaxYearMinus1YearAmt
Current Tax Year$2,020CurrentTaxYearAmt
Total$8,845TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,211CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,348CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,195CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,734CurrentTaxYearMinus1YearAmt
Current Tax Year$21,484CurrentTaxYearAmt
Total$126,972TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,561CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,868CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,480CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,404CurrentTaxYearMinus1YearAmt
Current Tax Year$23,504CurrentTaxYearAmt
Total$135,817TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$135,817PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40CurrentTaxYearMinus1YearAmt
Current Tax Year$36CurrentTaxYearAmt
Total$269TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40CurrentTaxYearMinus1YearAmt
Current Tax Year$36CurrentTaxYearAmt
Total$269TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,617CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,953CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,444CurrentTaxYearMinus1YearAmt
Current Tax Year$23,540CurrentTaxYearAmt
Total$136,086TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99800PublicSupportCY509Pct
Public Support PY5090.99770PublicSupportPY509Pct
Investment Income CY0.00200InvestmentIncomeCYPct
Investment Income PY0.00200InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1MEMORIAL SKI RACENameOfEvent1Amt
Gross Receipts Event1$5,501GrossReceiptsEvent1Amt
Gross Revenue Event1$5,501GrossRevenueEvent1Amt
Other Direct Expenses Event1$1,300OtherDirectExpensesEvent1Amt
Name Of Event2MEMORIAL GOLF TOURNAMENTNameOfEvent2Amt
Gross Receipts Event2$13,398GrossReceiptsEvent2Amt
Gross Revenue Event2$13,398GrossRevenueEvent2Amt
Other Direct Expenses Event2$378OtherDirectExpensesEvent2Amt
Gross Receipts Total$18,899GrossReceiptsTotalAmt
Gross Revenue Total Events$18,899GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$1,678OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,678DirectExpenseSummaryEventsAmt
Net Income Summary$17,221NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 36.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 241. DESCRIPTION: CONTRIBUTION: KENTS HILL SKI CLUB. AMOUNT: 4000. DESCRIPTION: CONTRIBUTION: MARLEE MEMORIAL SCHOLARSHIP FUND. AMOUNT: 14000. TOTAL TO FORM 990-EZ, LINE 16: 18241.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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