MARLEE FUND: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARLEE FUND (EIN 41-2236553)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-27
- IRS object ID
- 201331789349200503
- Schema version
- 2012v2.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-27T10:03:56-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES A CALLIGAN CPA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 599 | AddressLine1 |
| City | MANCHESTER | City |
| State | ME | State |
| ZIP Code | 04351 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412236553 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLEE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARL | NameControl |
| Phone | 2076228775 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 599 Room 1 | AddressLine1 |
| City | MANCHESTER | City |
| State | ME | State |
| ZIP Code | 04351 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES A CALLIGAN CPA | Name |
| Title | TREASURER | Title |
| Date Signed | 2013-06-27 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES A CALLIGAN CPA | Name |
| Phone | 2076228775 | Phone |
| Date Prepared | 2013-06-27 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 29447 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 1670 | ContributionsGiftsGrantsEtc |
| Investment Income | 40 | InvestmentIncome |
| Fundraising Gross Income | 27737 | FundraisingGrossIncome |
| Special Events Direct Expenses | 7532 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 20205 | SpecialEventsNetIncomeLoss |
| Total Revenue | 21915 | TotalRevenue |
| Other Expenses Total | 21619 | OtherExpensesTotal |
| Total Expenses | 21619 | TotalExpenses |
| Excess Or Deficit For Year | 296 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 13487 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | -3567 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 10216 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13487 | BOY |
| EOY | 10216 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13487 | BOY |
| EOY | 10216 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13487 | BOY |
| EOY | 10216 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | EDUCATION SCHOLARSHIPS AND YOUTH SUPPORT | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| THE MARLEE FUND PROVIDES SCHOLARSHIPS TO HIGH SCHOOL STUDENTS PLANNING TO ATTEND KENTS HILL SCHOOL TO PROVIDE THE PURCHASE OF BOOKS FOR THE MARLEE READING ROOM SUPPORT THE SKI CLUB AND | 21619 |
| PROVIDE SCHOLARSHIPS FOR SUMMER CAMP AT YMCA CAMP KV. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 21619 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (13 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| EDWARD JOHNSTON | ||
| PRESIDEN | 005.00 | 0 |
| MARLENE THIBODEAU | ||
| VICE-PRES | 001.00 | 0 |
| ALEC JOHNSTON | ||
| SECRETARY | 000.00 | 0 |
| CHARLES A CALLIGAN CPA | ||
| TREASURER | 005.00 | 0 |
| PATRICK SA FLOOD | ||
| DIRECTOR | 000.00 | 0 |
| DALE RICE | ||
| DIRECTOR | 000.00 | 0 |
| GAIL DOUGHTY | ||
| DIRECTOR | 000.00 | 0 |
| BEN DOUGHTY | ||
| DIRECTOR | 000.00 | 0 |
| KINI TINKHAM | ||
| DIRECTOR | 000.00 | 0 |
| LYNN MCHATTEN | ||
| DIRECTOR | 000.00 | 0 |
| LAUREN MCHATTEN | ||
| DIRECTOR | 000.00 | 0 |
| RANDY SCHWARTZ | ||
| DIRECTOR | 000.00 | 0 |
| RANDY RICHARDSON | ||
| DIRECTOR | 000.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHARLES A CALLIGAN CPA | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 599 | AddressLine1 |
| City | MANCHESTER | City |
| State | ME | State |
| ZIP Code | 043510599 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2076228775 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3970 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2350 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1520 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1285 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1670 | CurrentTaxYear |
| Total | 10795 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32993 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23211 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30195 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27734 | CurrentTaxYear |
| Total | 138481 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36963 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25561 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25868 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31480 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29404 | CurrentTaxYear |
| Total | 149276 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 149276 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 109 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 85 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 52 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40 | CurrentTaxYear |
| Total | 342 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 109 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 85 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 52 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40 | CurrentTaxYear |
| Total | 342 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37072 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25617 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25953 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31532 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29444 | CurrentTaxYear |
| Total | 149618 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99770 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99780 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00230 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00220 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds |
|---|---|---|
| MARLEE RACE PROCEEDS | MEMORIAL SKI RACE | true |
| MEMORIAL GOLF TOURNAMENT PROCEEDS | GOLF TOURNAMENT | true |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 22726 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 22726 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 7489 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SKI RACE TO REMEMBER | NameOfEvent2 |
| Gross Receipts Event2 | 5011 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 5011 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 43 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 27737 | GrossReceiptsTotal |
| Gross Revenue Total Events | 27737 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 7532 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 7532 | DirectExpenseSummaryEvents |
| Net Income Summary | 20205 | NetIncomeSummary |
Comments