LUNDER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LUNDER FOUNDATION (EIN 01-0437556)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202431359349104238
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T14:16:41-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010448006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBIN RANDALL & BENNETT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 445 130 MIDDLE STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041120445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010437556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUNDER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KENILWORTH INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUND | BusinessNameControlTxt |
| Phone | 2077757676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MONUMENT SQUARE 502 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN M GILLIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2077757676 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | GILLIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P DOIRON | PreparerPersonNm |
| PTIN | P01206204 | PTIN |
| Phone | 2077721981 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,357,391 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $19,517,060 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,118 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,118 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,638,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,674,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $466,744 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $158,512 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $38,327,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $479,862 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $769 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,306 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $302,805 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,281 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $272,524 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,654 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,411 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,411 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,577 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,577 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $322,522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $283,818 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,553,059 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,553,059 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,875,581 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,836,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,452,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $448,812 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,042 | CashBOYAmt |
| Cash EOY | $56,064 | CashEOYAmt |
| Cash EOYFMV | $56,064 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $88,550 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,739,123 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,739,123 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,509 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,562,204 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $98,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,801,696 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,357,391 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $98,855 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,801,696 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $98,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,801,696 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $98,855 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,801,696 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $98,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,452,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,550,916 | SubtotalAmt |
| Other Decreases | $16,749,220 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,801,696 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITY | 1993-11-07 | 2023-01-06 | $479,989 | $633 | $479,356 | $479,356 | |
| ANNE LELAND GST EXEMPT TRUST K1 | $493 | -$493 | -$493 | P | |||
| ANNE LELAND GST EXEMPT TRUST K1 | $12,119 | -$12,119 | -$12,119 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $466,744 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,238 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,238 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,238 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,640 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $402 | OverpaymentAmt |
| Applied To ES Tax | $402 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KENILWORTH INC | IndividualWithBooksNm |
| Phone | 2077757676 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 MONUMENT SQ SUITE 530 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PETER LUNDER | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | TREASURER & DIRECTOR | 4.00 | $0 | $0 | $0 |
| PAULA LUNDER | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | CHAIR & DIRECTOR | 4.00 | $0 | $0 | $0 |
| JOHN B EMORY | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KEVIN M GILLIS | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| STEVEN W LUNDER | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALAN E LUNDER | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARC F LUNDER | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARJORIE J LUNDER | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENILWORTH INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MONUMENT SQ SUITE 530 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT & GRANT ADMINISTRATION | ServiceTypeTxt |
| Compensation | $302,805 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,728,841 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $461,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,190,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,190,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,067,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $403,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $403,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,238 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,238 | TotalTaxAmt |
| Distributable Before Adj | $397,143 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $158,512 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $555,655 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $555,655 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,836,877 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,836,877 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $555,655 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,499,573 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,272,872 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,618,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,773,856 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,662,602 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,827,033 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,836,877 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $555,655 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,281,222 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $96,108,255 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $14,499,573 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $81,608,682 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,272,872 | ExcessFromYear4Amt |
| Excess From Year3 | $13,618,130 | ExcessFromYear3Amt |
| Excess From Year2 | $13,773,856 | ExcessFromYear2Amt |
| Excess From Year1 | $20,662,602 | ExcessFromYear1Amt |
| Excess From Current Year | $18,281,222 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER LUNDER | ContributingManagerNm |
| Contributing Manager | STEVEN W LUNDER | ContributingManagerNm |
| Contributing Manager | ALAN E LUNDER | ContributingManagerNm |
| Contributing Manager | MARC F LUNDER | ContributingManagerNm |
| Contributing Manager | MARJORIE J LUNDER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE LUNDER FOUNDATION CO KENILWORTH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MONUMENT SQUARE SUITE 530 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2077757676 | RecipientPhoneNum |
| Form And Info And Materials | 1. A BRIEF (1-3 PAGE) LETTER DESCRIBING THE PROJECT, DRIVE OR CAMPAIGN. THIS SHOULD INCLUDE A STATEMENT OF NEED, NUMBER OF PEOPLE BENEFITED, GEOGRAPHIC AREA SERVED, TOTAL FUND RAISING GOAL, AND AMOUNT REQUESTED FROM THE FOUNDATION. 2. CAPITAL CAMPAIGNS AND SPECIAL PROJECTS SHOULD ALSO INCLUDE A BUDGET. 3. ORGANIZATIONS SHOULD ENCLOSE A COPY OF THEIR 501(C)(3) DETERMINATION LETTER. 4. OTHER SUPPORTING MATERIALS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION CONTRIBUTES TO ORGANIZATIONS IN THE FIELDS OF HIGHER EDUCATION, THE ARTS AND HEALTH CARE. THE FOUNDATION ALSO CONTRIBUTES TO WORTHY CHARITIES WITHIN ITS PRINCIPAL AREA OF GEOGRAPHIC INTEREST OF MAINE AND MASSACHUSETTS. WHEN CONSIDERING MAJOR GRANTS, THE FOUNDATION NORMALLY REQUIRES THAT THE GRANTEE RAISE MATCHING FUNDS FROM OTHER ORGANIZATIONS AND INDIVIDUALS IN ORDER TO QUALIFY FOR THE GRANT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (162 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADISON GALLERY OF AMERICAN ART | |||||||
| 180 MAIN STREET | ANDOVER | MA | 018104161 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM | $100 |
| AFRICA SCHOOLHOUSE | |||||||
| 314 DANFORTH STREET | PORTLAND | ME | 04102 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $500 |
| ALFOND YOUTH & COMMUNITY CENTER | |||||||
| 126 NORTH STREET | WATERVILLE | ME | 04902 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 114 SAN MARITA WAY | PALM BEACH GARDENS | FL | 33418 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND IN HONOR OF C. GIGLIOTTI | $2,500 |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION - ALUMNI FUND | $1,000 |
| ARTS ARE ELEMENTARY | |||||||
| PO BOX 882 | BRUNSWICK | ME | 040110882 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $500 |
| ASSOCIATION OF ISRAEL'S DECORATIVE ARTS | |||||||
| 2201 NW 30TH PLACE SUITE A | POMPANO BEACH | FL | 33069 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $250 |
| BANGOR REGION YMCA | |||||||
| 17 SECOND STREET | BANGOR | ME | 04401 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT - CAMP JORDAN | $15,000 |
| BANGOR REGION YMCA | |||||||
| 17 SECOND STREET | BANGOR | ME | 04401 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT - CAMP JORDAN | $5,000 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION IN MEMORY OF H. BARBARA WEINBERG | $100 |
| BEST BUDDIES MAINE | |||||||
| PO BOX 573 | CUMBERLAND | ME | 04021 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND IHO RACHEL WILLIAMS | $500 |
| BETH ISRAEL CONGREGATION | |||||||
| PO BOX 1882 | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | KOL NIDRE APPEAL | $3,000 |
| BETH ISRAEL CONGREGATION | |||||||
| PO BOX 1882 | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | RABBI ENDOWMENT FUND | $335,049 |
| BETH ISRAEL CONGREGATION | |||||||
| PO BOX 1882 | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND IN HONOR OF YAEL ALFOND VINCENT | $1,000 |
| BETH ISRAEL CONGREGATION | |||||||
| PO BOX 1882 | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND IN MEMORY OF CHARLES MILLER | $100 |
| BETH ISRAEL DEACONESS | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NO RELATIONSHIP | PUBLIC CHARITY | IHO ROBERT & PHYLLIS SAGE ANNIVERSARY | $1,000 |
| BETH ISRAEL DEACONESS | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NO RELATIONSHIP | PUBLIC CHARITY | IHO TED BERENSON'S 90TH BIRTHDAY | $1,000 |
| BETH ISRAEL DEACONESS | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NO RELATIONSHIP | PUBLIC CHARITY | LUNDER NURSING EDUCATION FUND | $25,000 |
| BETH ISRAEL DEACONESS | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NO RELATIONSHIP | PUBLIC CHARITY | LUNDER NURSING EDUCATION FUND | $251,394 |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $500 |
| BOSTON UNIVERSITY | |||||||
| PO BOX 22605 | NEW YORK | NY | 100872605 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,000 |
| BOWDOIN COLLEGE MUSEUM OF ART | |||||||
| 410 COLLEGE STATION | BRUNSWICK | ME | 040118432 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT - FRAME RESTORATION | $6,000 |
| BOYS & GIRLS CLUBS OF SOUTHERN MAINE | |||||||
| PO BOX 7830 | PORTLAND | ME | 04112 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND IN MEMORY OF DAVID SHERMAN | $100 |
| BRIGHAM & WOMENS HOSPITAL | |||||||
| 116 HUNTINGTON AVENUE 3RD FLOOR | BOSTON | MA | 02116 | NO RELATIONSHIP | PUBLIC CHARITY | IHO BARNEY'S 95TH BIRTHDAY | $20,272 |
| BROOKLYN RAIL THE | |||||||
| 253 36TH ST STE C304 | BROOKLYN | NY | 11232 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| CAPE ANN MUSEUM | |||||||
| 27 PLEASANT ST | GLOUCESTER | MA | 01930 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM | $10,000 |
| CARRABASSETT VALLEY ACADEMY - LORING FUND | |||||||
| 3197 CARRABASSETT DRIVE | CARRABASSETT VALLEY | ME | 04947 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $100 |
| CARROLL SCHOOL | |||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $5,000 |
| CATHEDRAL HIGH SCHOOL - BOSTON | |||||||
| 74 UNION PARK STREET | BOSTON | MA | 02118 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $200 |
| CATHOLIC CHARITIES OF MAINE | |||||||
| PO BOX 10660 | PORTLAND | ME | 04104 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND IN MEMORY OF SHARON ROSE FOURNIER | $100 |
| CEDARS THE | |||||||
| 630 OCEAN AVE | PORTLAND | ME | 04103 | NO RELATIONSHIP | PUBLIC CHARITY | MEDICAL IN HONOR OF HAROLD OSHER | $100 |
| CHALLENGER LEARNING CENTER | |||||||
| 30 VENTURE WAY | BANGOR | ME | 04401 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT | $10,000 |
| CHILDREN'S DISCOVERY MUSEUM | |||||||
| 7 EUSTIS PARKWAY | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100,149 |
| CHILDREN'S MUSEUM & THEATRE OF MAINE | |||||||
| 250 THOMPSONS POINT | PORTLAND | ME | 04102 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| CHILDREN'S MUSEUM & THEATRE OF MAINE | |||||||
| 250 THOMPSONS POINT | PORTLAND | ME | 04102 | NO RELATIONSHIP | PUBLIC CHARITY | PLEDGE | $122,827 |
| COLBY COLLEGE | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | LUNDER SCHOLARS ALUMNI FUND | $25,000 |
| COLBY COLLEGE | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | CCMA LIAA ANNUAL FUNDING SUPPORT | $500,000 |
| COLBY COLLEGE | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | CCMA LUNDER COLLECTION FUND | $357,142 |
| COLBY COLLEGE | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | COLBY ARTS BUILDING | $250,000 |
| COLBY COLLEGE | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | COLBY ARTS BUILDING | $250,000 |
| COLBY COLLEGE | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | DIRECTOR'S DESCRETIONARY FUND | $1,000 |
| COLBY COLLEGE | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | FRIENDS OF ART | $1,000 |
| COLBY COLLEGE | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | LIAA ENDOWMENT FUND | $2,742,858 |
| COLBY COLLEGE | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | MUSIC FUND | $100 |
| COLBY COLLEGE | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | WHISTLER CONSORTIUM | $55,000 |
| COLBY COLLEGE MUSEUM | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | LUNDER ART PURCHASE FUND | $939,010 |
| COLBY COLLEGE MUSEUM | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | LUNDER ART PURCHASE FUND | $351,583 |
| COLBY COLLEGE MUSEUM | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | LUNDER ART PURCHASE FUND | $2,030,480 |
| COLBY COLLEGE MUSEUM | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | LUNDER ART PURCHASE FUND | $1,025,391 |
| COLBY COLLEGE MUSEUM OF ART - IN HONOR OF PAULA LUNDER | |||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM - IN HONOR OF PAULA LUNDER | $8,500 |
| COLBY COLLEGE MUSEUM OF ART | |||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM - BOARD OF GOVERNOR'S FUND | $8,000 |
| COLBY COLLEGE | |||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION - IN MEMORY OF PETER WINTER | $100 |
| COLBY COLLEGE | |||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION - IN MEMORY OF WILLIAM "BILL" COTTER | $100 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 133469989 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $2,500 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $19,126 |
| COUSE FOUNDATION | |||||||
| PO BOX 1436 | TAOS | NM | 87571 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM | $46,204 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 022155450 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL PALM BEACH APPEAL | $10,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 022155450 | NO RELATIONSHIP | PUBLIC CHARITY | FARBER - IMO MICHAEL DRUKMAN | $1,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 022155450 | NO RELATIONSHIP | PUBLIC CHARITY | FARBER ENDOWED CHAIR/LL RESEARCH | $1,056,055 |
| DEXTER HISTORICAL SOCIETY | |||||||
| PO BOX 481 | DEXTER | ME | 04930 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $250 |
| DEXTER PUBLIC HEALTH | |||||||
| 23 MAIN STREET | DEXTER | ME | 04930 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| EASTVIEW AT MIDDLEBURY | |||||||
| 100 EASTVIEW TERRACE | MIDDLEBURY | VT | 05753 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND IN MEMORY OF DAWN LEWIS | $100 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 024456919 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| FARNSWORTH ART MUSEUM | |||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM | $2,500 |
| FRESH AIR FUND THE | |||||||
| 633 THIRD AVE 14TH FLOOR | NEW YORK | NY | 10017 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $200 |
| GEORGES RIVER LAND TRUST | |||||||
| 8 N MAIN ST STE 200 | ROCKLAND | ME | 04841 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT FBO THE LANGLAIS ART PRESERVE | $500 |
| GOOD SHEPHERD FOOD BANK | |||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | NO RELATIONSHIP | PUBLIC CHARITY | COVID-19 FUND | $25,340 |
| GULF OF MAINE RESEARCH INSTITUTE | |||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND - THE "DON PERKINS FUND" | $1,000 |
| HARVARD UNIVERSITY ART MUSEUM | |||||||
| 32 QUINCY STREET | CAMBRIDGE | MA | 021389859 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM | $10,000 |
| HEARING THE OVARIAN CANCER WHISPER | |||||||
| PO BOX 3504 | JUPITER | FL | 33469 | NO RELATIONSHIP | PUBLIC CHARITY | MEDICAL | $500 |
| HEBREW SENIORLIFE | |||||||
| 1200 CENTRE STREET | ROSLINDALE | MA | 02131 | NO RELATIONSHIP | PUBLIC CHARITY | A. LELAND NURSING ENDOWMENT & CNA TRAINING | $533,528 |
| HEBREW SENIORLIFE | |||||||
| 120 CENTRE ST | BOSTON | MA | 02131 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND - IN MEMORY OF GLORIA WELLER | $100 |
| HEBREW SENIORLIFE | |||||||
| 120 CENTRE ST | BOSTON | MA | 02131 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND - IN HONOR OF LOU WOOLF | $1,000 |
| HEBRON ACADEMY | |||||||
| PO BOX 309 | HEBRON | ME | 042380309 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOLARSHIP FUND | $50 |
| HEBRON ACADEMY | |||||||
| PO BOX 309 | HEBRON | ME | 042380309 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOLARSHIP FUND | $1,000 |
| HEBRON ACADEMY | |||||||
| PO BOX 309 | HEBRON | ME | 042380309 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOLARSHIP FUND IN HONOR OF PAUL GOODOF | $2,500 |
| HOLDERNESS SCHOOL | |||||||
| CHAPEL LANE ROUTE 175 | PLYMOUTH | NH | 03264 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOLARSHIP FUND | $1,000 |
| HOLDERNESS SCHOOL | |||||||
| CHAPEL LANE ROUTE 175 | PLYMOUTH | NH | 03264 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOLARSHIP FUND | $3,500 |
| ILLUSTRATION INSTITUTE | |||||||
| 2 UNION STREET SUITE 400 | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT | $24,614 |
| ILLUSTRATION INSTITUTE | |||||||
| 2 UNION STREET SUITE 400 | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT - EXHIBITION | $10,000 |
| INDIGO ARTS ALLIANCE | |||||||
| 60 COVE STREET | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT | $25,000 |
| ISREAL COLLABORATION NETWORK | |||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT | $1,000 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE 92ND ST | NEW YORK | NY | 10128 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM | $100 |
| KENNEBEC BEHAVIORAL HEALTH | |||||||
| 67 EUSTIS PARKWAY | WATERVILLE | ME | 049015173 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $250 |
| KENNEBEC VALLEY COMMUNITY COLLEGE | |||||||
| 92 WESTERN AVENUE | FAIRFIELD | ME | 04937 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $245,854 |
| LANDMARK SCHOOL | |||||||
| 429 HALE STREET | PRIDES CROSSING | MA | 01965 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,500 |
| LIFEFLIGHT FOUNDATION | |||||||
| PO BOX 859 | AUGUSTA | ME | 04330 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND - IN HONOR OF KATE O'HALLORAN | $100 |
| LITERACY VOLUNTEERS OF KENNEBEC | |||||||
| 12 SPRUCE STREET SUITE 4 | AUGUSTA | ME | 04330 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| LOST MURAL PROJECT | |||||||
| 188 NORTH PROSPECT STREET | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| MAINE BEHAVIORAL HEALTHCARE | |||||||
| 78 ATLANTIC PLACE | SOUTH PORTLAND | ME | 041062316 | NO RELATIONSHIP | PUBLIC CHARITY | MEDICAL - AUTISM PROGRAM | $1,000 |
| MAINE BEHAVIORAL HEALTHCARE | |||||||
| 78 ATLANTIC PLACE | SOUTH PORTLAND | ME | 041062316 | NO RELATIONSHIP | PUBLIC CHARITY | MEDICAL - SIGNS OF HOPE | $1,000 |
| MAINE CHILDREN'S HOME FOR LITTLE WANDERERS | |||||||
| 93 SILVER STREET | WATERVILLE | ME | 049015923 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $250 |
| MAINE COLLEGE OF ART | |||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $69,658 |
| MAINE COLLEGE OF ART | |||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | CAPACITY BUILDING FUND | $99,474 |
| MAINE COLLEGE OF ART | |||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | LUNDER SCHOLARSHIP FUND | $362,395 |
| MAINE COLLEGE OF ART | |||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | PORTEOUS SOCIETY | $2,000 |
| MAINE JEWISH FILM FESTIVAL | |||||||
| PO BOX 7465 | PORTLAND | ME | 04112 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $14,795 |
| MAINE JEWISH FILM FESTIVAL | |||||||
| PO BOX 7465 | PORTLAND | ME | 041127465 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT | $11 |
| MAINE MEDICAL CENTER | |||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 041029954 | NO RELATIONSHIP | PUBLIC CHARITY | MEDICAL | $5,000 |
| MAINE PUBLIC BROADCASTING | |||||||
| 1450 LISBON STREET | LEWISTON | ME | 042403595 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,200 |
| MAINE SPORTS HALL OF FAME | |||||||
| PO BOX 2 | CUMBERLAND | ME | 04021 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| MASS GENERAL HOSPITAL | |||||||
| PO BOX 415062 | BOSTON | MA | 022415062 | NO RELATIONSHIP | PUBLIC CHARITY | LUNDER LEARNING INITIATIVE (2 CHAIRS) | $4,768,750 |
| MASS GENERAL HOSPITAL | |||||||
| PO BOX 415062 | BOSTON | MA | 022415062 | NO RELATIONSHIP | PUBLIC CHARITY | LUNDER LEARNING INITIATIVE - DINEEN | $500,000 |
| MASSACHUSETTS EYE AND EAR INFIRMARY | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NO RELATIONSHIP | PUBLIC CHARITY | MEDICAL | $100 |
| MELROSE HIGH SCHOOL | |||||||
| PO BOX 760695 | MELROSE | MA | 02176 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $100 |
| MONHEGAN MUSEUM | |||||||
| 1 LIGHTHOUSE HILL | MONHEGAN | ME | 04852 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM | $100 |
| MORGAN LIBRARY & MUSEUM | |||||||
| 225 MADISON AVE | NEW YORK | NY | 10016 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM - EXHIBITION | $10,000 |
| MORGAN LIBRARY & MUSEUM | |||||||
| 225 MADISON AVE | NEW YORK | NY | 10016 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM -EXHIBITION | $10,000 |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM - EXHIBITION | $10,000 |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM - EXHIBITION | $10,000 |
| NATIONAL MUSEUM OF WILDLIFE ART | |||||||
| PO BOX 6825 | JACKSON | WY | 83002 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND - IMO WILLIAM KERR | $100 |
| NATIONAL REVIEW INSTITUTE | |||||||
| 19 WEST 44TH ST STE 1701 | NEW YORK | NY | 10036 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| NORTHERN LIGHT MERCY HOSPITAL | |||||||
| PO BOX 679 | PORTLAND | ME | 041049804 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $82,637 |
| NORTON MUSEUM | |||||||
| 1451 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM | $3,000 |
| OLANA PARTNERSHIP | |||||||
| PO BOX 199 | HUDSON | NY | 12534 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM | $1,000 |
| OPERA MAINE | |||||||
| PO BOX 7733 | PORTLAND | ME | 04112 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| PALM BEACH COUNTY FOOD BANK | |||||||
| 701 BOUTWELL ROAD SUITE A-2 | LAKE WORTH | FL | 33461 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT | $100 |
| PAN-MASS CHALLENGE JIMMY FUND - IHO SUSAN BURKE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND - IHO SUSAN BURKE | $100 |
| PAN-MASS CHALLENGE JIMMY FUND - IHO TAYLOR WITKIN | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND - IHO TAYLOR WITKIN | $100 |
| PAN-MASS CHALLENGE JIMMY FUND | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND - IHO ROBBIE D'ANGELO | $100 |
| PAUL TAYLOR DANCE FOUNDATION | |||||||
| 551 GRAND STATION TOP FLOOR | NEW YORK | NY | 100024282 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| PERLMAN MUSIC PROGRAM | |||||||
| 19 WEST 69TH ST STE 304 | NEW YORK | NY | 10023 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| PINE TREE SOCIETY | |||||||
| 149 FRONT STREET | BATH | ME | 04530 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| PINELAND FARMS | |||||||
| PO BOX 17516 | PORTLAND | ME | 041128516 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT FBO MONSON ARTS | $10,000 |
| PORTLAND CHAMBER MUSIC FESTIVAL | |||||||
| PO BOX 15385 | PORTLAND | ME | 04112 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| PORTLAND CONSERVATORY OF MUSIC | |||||||
| 28 NEAL STREET | PORTLAND | ME | 04102 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $500 |
| PORTLAND SYMPHONY ORCHESTRA | |||||||
| 85 EXCHANGE ST 4TH FL | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| PREBLE STREET | |||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $250 |
| PRICE CENTER THE | |||||||
| 27 CHRISTINA STREET | NEWTON | MA | 02461 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| PROCTOR ACADEMY | |||||||
| PO BOX 500 | ANDOVER | NH | 03216 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $2,500 |
| RHODE ISLAND SCHOOL OF DESIGN | |||||||
| TWO COLLEGE STREET | PROVIDENCE | RI | 029032784 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $2,500 |
| RICHARD DAVID KANN MELANOMA FOUNDATION | |||||||
| 2751 S DIXIE HIGHWAY SUITE 2A | WEST PALM BEACH | FL | 33405 | NO RELATIONSHIP | PUBLIC CHARITY | MEDICAL | $500 |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVE STE 1201 | NEW YORK | NY | 10017 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT | $15,000 |
| SHAFMASTER CHARITABLE FOUNDATION | |||||||
| 158 SHATTUCK WAY | PORTSMOUTH | NH | 03801 | NO RELATIONSHIP | PUBLIC CHARITY | PROJECT SUPPORT | $20,000 |
| SKOWHEGAN COMMUNITY CENTER | |||||||
| 225 WATER STREET | SKOWHEGAN | ME | 04976 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| SMITHSONIAN - FREER GALLERY OF ART | |||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM | $9,395 |
| SMITHSONIAN AMERICAN ART MUSEUM | |||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | NO RELATIONSHIP | PUBLIC CHARITY | "THE SHAPE OF POWER" | $50,679 |
| SOUTH FLORIDA PBS | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 334268499 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| SOUTHERN MAINE HILLEL | |||||||
| 1342 CONGRESS ST | PORTLAND | ME | 04102 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| SPAULDING REHABILITATION | |||||||
| 300 FIRST AVENUE | CHARLESTON | MA | 02129 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $500 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NO RELATIONSHIP | PUBLIC CHARITY | MEDICAL | $100 |
| SUSAN L CURTIS FOUNDATION | |||||||
| 1321 WASHINGTON AVE SUITE 104 | PORTLAND | ME | 04103 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| SWAMPSCOTT SENIOR CENTER | |||||||
| PO BOX 612 | SWAMPSCOTT | MA | 01907 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| THOMAS COLE NATIONAL HISTORICAL SITE | |||||||
| 218 SPRING STREET | CATSKILL | NY | 12414 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $500 |
| THOMAS COLLEGE | |||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | GOLF TOURNAMENT MATCH | $33,528 |
| THOMAS COLLEGE | |||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | GOLF TOURNAMENT MATCH | $128,251 |
| THOMAS COLLEGE | |||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | LUNDERS SCHOLARS | $501,104 |
| TUFTS UNIVERSITY | |||||||
| PACKARD HALL | MEDFORD | MA | 02155 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,000 |
| TWO TEN FOOTWEAR FOUNDATION | |||||||
| 1466 MAIN STREET | WALTHAM | MA | 02451 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $50,679 |
| UNITED WAY OF KENNEBEC VALLEY | |||||||
| 121 COMMERCIAL ST | AUGUSTA | ME | 04330 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $500 |
| UNIVERSITY OF MAINE MUSEUM OF ART | |||||||
| 40 HARLOW STREET | BANGOR | ME | 04401 | NO RELATIONSHIP | PUBLIC CHARITY | ART MUSEUM | $100 |
| UNIVERSITY OF NEW ENGLAND ART GALLERY | |||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| UNIVERSITY OF SOUTHERN MAINE FOUNDATION - OSHER MAP LIBRARY | |||||||
| PO BOX 9300 | PORTLAND | ME | 041049300 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $250 |
| VIETNAM VETERANS MEMORIAL FUND | |||||||
| PO BOX 96764 | WASHINGTON | DC | 200906764 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| WATERVILLE HISTORICAL SOCIETY | |||||||
| 62 SILVER ST UNIT B | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| WATERVILLE OPERA HOUSE | |||||||
| 93 MAIN STREET | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| WEST PALM BEACH LIBRARY FOUNDATION | |||||||
| 411 CLEMATIS ST 3RD FLOOR | WEST PALM BEACH | FL | 33401 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NO RELATIONSHIP | PUBLIC CHARITY | LUNDER CONSERVATION FUND | $251,277 |
| WINTERKIDS | |||||||
| 506 MAIN ST STE 10 | WESTBROOK | ME | 04092 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| WXEL TV | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 |
| YELLOWSTONE CLUB COMMUNITY FOUNDATION | |||||||
| 1111 RESEARCH DRIVE | BOZEMAN | MT | 59718 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,553,059 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,118 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,638,952 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | QUALIFIED DISTRIBUTION RECOVERY | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,512 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,810,582 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,810,582 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| PETER LUNDER | |||||||
| 1 | KENILWORTH TWO MONUMENT SQ STE 530 | PORTLAND | ME | 04101 | $11,525,750 | Yes (X) | |
| PETER LUNDER | |||||||
| 2 | KENILWORTH TWO MONUMENT SQ STE 530 | PORTLAND | ME | 04101 | $5,245,625 | Yes (X) | |
| ANNE LELAND GST EXEMPT TRUST | |||||||
| 3 | TWO MONUMENT SQUARE SUITE 502 | PORTLAND | ME | 04101 | $2,733,073 | Yes (X) | |
| ANNE LELAND GST EXEMPT TRUST | |||||||
| 4 | TWO MONUMENT SQUARE SUITE 502 | PORTLAND | ME | 04101 | $12,612 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 25 SHARES OF BERKSHIRE HATHAWAY CLASS A STOCK | $11,525,750 | 2023-03-01 |
| 2 | 10 SHARES OF BERKSHIRE HATHAWAY CLASS A STOCK | $5,245,625 | 2023-07-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990PF PREPARATION | CategoryTxt |
| Amt | $3,075 | Amt |
| Net Investment Income | $769 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,306 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES-DONATED QUALIFIED DISTRIBUTIONS | AssetDesc |
| Acquired | 1993-11 | AcquiredDt |
| How Acquired | DONATED | HowAcquiredTxt |
| Gross Sales Price | $18,194,484 | GrossSalesPriceAmt |
| Basis | $22,276 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $18,172,208 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CHARITABLE DISTRIBUTION OF PROPERTY | IdentifierTxt |
| Form And Line Reference | 990-PF, PART I, LINE 6A, COLUMN A | FormAndLineReferenceDesc |
| Medium Explanation | UNDER REGULATION 53.4940-1, A DISTRIBUTION OF PROPERTY FOR CHARITABLE PURPOSES UNDER SECTION 170(C)(1) OR (2)(B) MADE BY A FOUNDATION TO A CHARITABLE ORGANIZATION IS NOT TREATED AS A TAXABLE SALE OR DISPOSITION. THE CAPITAL GAIN RECORDED ON THE BOOKS IN NOT TAXABLE; THEREFORE, THE PROPERTY DISTRIBUTION IS EXCLUDED FROM NET INVESTMENT INCOME, LINE 7, COLUMN (B). | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY-CL A | $5,064 | $4,341,000 |
| BERKSHIRE HATHAWAY-CL B | $1,445 | $1,221,204 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICLY TRADED SECURITIES CARRYING VALUE REDUCTION TO DONOR'S BASIS | Desc |
| Amt | $16,749,220 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $35 | $0 | $35 |
| OFFICE EXPENSE | $6,542 | $0 | $6,542 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | QUALIFIED DISTRIBUTION RECOVERY | Desc |
| Revenue And Expenses Per Books | $158,512 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $158,512 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - KENILWORTH | CategoryTxt |
| Amt | $302,805 | Amt |
| Net Investment Income | $30,281 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $272,524 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $7,654 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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