LUNDER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LUNDER FOUNDATION (EIN 01-0437556)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202501359349100930
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T07:15:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,274,788 | 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 | $17,379,195 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $51,341 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,341 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,675 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,675 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,012,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,032,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $560,362 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,546,954 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $715,378 | 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 | $4,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,081 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,244 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $322,605 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,261 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $290,344 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,838 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,638 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,638 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,210 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $344,616 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $305,436 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,842,691 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,842,691 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,187,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,148,127 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,359,647 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $682,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,064 | CashBOYAmt |
| Cash EOY | $46,527 | CashEOYAmt |
| Cash EOYFMV | $46,527 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,739,123 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $765,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $765,101 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,509 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,010 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,463,160 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,801,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $817,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,274,788 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,801,696 | CapitalStockBOYAmt |
| Capital Stock EOY | $817,638 | 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 | $2,801,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $817,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,801,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $817,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,801,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,359,647 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,161,343 | SubtotalAmt |
| Other Decreases | $17,343,705 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $817,638 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITY | PropertyDesc |
| Acquired | 1993-11-07 | AcquiredDt |
| Sold | 2024-01-23 | SoldDt |
| Gross Sales Price | $560,995 | GrossSalesPriceAmt |
| Cost Or Other Basis | $633 | CostOrOtherBasisAmt |
| Gain Or Loss | $560,362 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $560,362 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $560,362 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,480 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,480 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,480 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,240 | 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 | $6,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,240 | TaxDueAmt |
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 | $322,605 | 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 | $11,014,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,983,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,998,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,998,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $209,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,788,423 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $689,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $689,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,480 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,480 | TotalTaxAmt |
| Distributable Before Adj | $679,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $679,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $679,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,148,127 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,148,127 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $679,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,272,872 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,618,130 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,773,856 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,662,602 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,281,222 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $81,608,682 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,148,127 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $679,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,468,186 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $103,076,868 | 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 | $15,272,872 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $87,803,996 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,618,130 | ExcessFromYear4Amt |
| Excess From Year3 | $13,773,856 | ExcessFromYear3Amt |
| Excess From Year2 | $20,662,602 | ExcessFromYear2Amt |
| Excess From Year1 | $18,281,222 | ExcessFromYear1Amt |
| Excess From Current Year | $21,468,186 | 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 (148 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 2LIFE COMMUNITIES | ||||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 021354753 | NO RELATIONSHIP | PC | ANNUAL FUND | $500 | |
| ADDISON GALLERY OF AMERICAN ART | ||||||||
| 180 MAIN STREET C/O PHILLIPS | ANDOVER | MA | 018104161 | NO RELATIONSHIP | PC | ART MUSEUM | $100 | ACADEMY |
| AFRICA SCHOOLHOUSE | ||||||||
| 314 DANFORTH STREET | PORTLAND | ME | 04102 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $500 | |
| ALFOND YOUTH & COMMUNITY CENTER | ||||||||
| 126 NORTH STREET | WATERVILLE | ME | 04902 | NO RELATIONSHIP | PC | ANNUAL FUND | $500 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 114 SAN MARITA WAY | PALM BEACH GARDENS | FL | 33418 | NO RELATIONSHIP | PC | ANNUAL FUND IN HONOR OF C. GIGLIOTTI | $2,500 | |
| AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | NO RELATIONSHIP | PC | ALUMNI FUND | $1,000 | |
| ARTS ARE ELEMENTARY | ||||||||
| PO BOX 882 | BRUNSWICK | ME | 040110882 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $750 | |
| ASHLEY BRYAN CENTER | ||||||||
| PO BOX 263 | ISLESFORD | ME | 04646 | NO RELATIONSHIP | PC | ANNUAL FUND | $5,000 | |
| ASSOCIATION OF ISRAEL'S DECORATIVE ARTS | ||||||||
| 2201 NW 30TH PLACE SUITE A | POMPANO BEACH | FL | 33069 | NO RELATIONSHIP | PC | ANNUAL FUND | $250 | |
| BEST BUDDIES MAINE | ||||||||
| PO BOX 573 | CUMBERLAND | ME | 04021 | NO RELATIONSHIP | PC | ANNUAL FUND IHO RACHEL WILLIAMS | $500 | |
| BETH ISRAEL CONGREGATION | ||||||||
| PO BOX 1882 | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF IDA-JOYCE LEVINE | $100 | |
| BETH ISRAEL CONGREGATION | ||||||||
| PO BOX 1882 | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | RABBI ENDOWMENT FUND | $335,344 | |
| BETH ISRAEL CONGREGATION | ||||||||
| PO BOX 1882 | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | SECURITY SYSTEM | $40,000 | |
| BETH ISRAEL DEACONESS | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NO RELATIONSHIP | PC | NURSING EDUCATION ADDITIONAL FUNDING | $25,000 | |
| BETH ISRAEL DEACONESS | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NO RELATIONSHIP | PC | NURSING EDUCATION FUND | $247,012 | |
| BETH ISRAEL DEACONESS | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NO RELATIONSHIP | PC | ANNUAL FUND IHO ROBERT & PHYLLIS SAGE ANNIVERSARY | $1,000 | |
| BETH ISRAEL DEACONESS | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF TED BERENSON | $100 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NO RELATIONSHIP | PC | ANNUAL FUND | $500 | |
| BOSTON UNIVERSITY | ||||||||
| 595 COMMONWEALTH AVENUE SUITE 700 | BOSTON | MA | 02215 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $1,000 | |
| BRIGHAM & WOMEN'S HOSPITAL | ||||||||
| 116 HUNTINGTON AVE 3RD FL | BOSTON | MA | 02116 | NO RELATIONSHIP | PC | OSHER CENTER FOR INTEGRATED MEDICINE | $20,168 | |
| CAMP HARBOR VIEW | ||||||||
| 46 PLYMPTON ST | BOSTON | MA | 02118 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF JACK CONNORS, JR. | $100 | |
| CARRABASSETT VALLEY ACADEMY | ||||||||
| 3197 CARRABASSETT DRIVE | CARRABASSETT VALLEY | ME | 04947 | NO RELATIONSHIP | PC | LORING FUND | $100 | |
| CARROLL SCHOOL | ||||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $5,000 | |
| CHILDREN'S MUSEUM & THEATRE OF MAINE | ||||||||
| 250 THOMPSONS POINT ROAD | PORTLAND | ME | 04102 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| CHILDREN'S MUSEUM & THEATRE OF MAINE | ||||||||
| 250 THOMPSONS POINT ROAD | PORTLAND | ME | 04102 | NO RELATIONSHIP | PC | ANNUAL FUND | $130,329 | |
| CITY WILDLIFE INC | ||||||||
| 15 OGLETHORPE ST NW | WASHINGTON | DC | 20011 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF KATHERINE "KATE" SANDHAUS | $100 | |
| COLBY COLLEGE | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | DIRECTOR'S DISCRETIONARY FUND | $1,000 | |
| COLBY COLLEGE | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | FRIENDS OF ART | $1,000 | |
| COLBY COLLEGE | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | MUSIC FUND | $100 | |
| COLBY COLLEGE | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | ENDOWMENT FUND | $2,385,715 | |
| COLBY COLLEGE | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | COLBY ARTS BUILDING | $250,000 | |
| COLBY COLLEGE | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | CCMA LIAA ANNUAL FUNDING SUPPORT | $400,000 | |
| COLBY COLLEGE | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | CCMA LUNDER COLLECTION FUND | $714,285 | |
| COLBY COLLEGE | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | COLBY ARTS BUILDING | $250,000 | |
| COLBY COLLEGE | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | ALUMNI FUND LUNDER SCHOLARS | $25,000 | |
| COLBY COLLEGE MUSEUM OF ART | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | ART PURCHASE FUND | $1,249,288 | |
| COLBY COLLEGE MUSEUM OF ART | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | ART PURCHASE FUND | $1,116,690 | |
| COLBY COLLEGE MUSEUM OF ART | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | BOARD OF GOVERNORS FUND | $8,000 | |
| COLBY COLLEGE MUSEUM OF ART | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | ART PURCHASE FUND | $230,846 | |
| COLBY COLLEGE MUSEUM OF ART | ||||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | ART PURCHASE FUND | $236,306 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 133469989 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $500 | |
| COLUMBIA UNIVERSITY | ||||||||
| 615 WEST 129TH ST | NEW YORK | NY | 10027 | NO RELATIONSHIP | PC | WALLACH ART GALLERY | $5,000 | |
| COMBINED JEWISH PHILANTHROPY | ||||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF N. RONALD SILBERSTEIN | $100 | |
| COUSE FOUNDATION | ||||||||
| PO BOX 1436 | TAOS | NM | 87571 | NO RELATIONSHIP | PC | ART MUSEUM | $14,404 | |
| COUSE FOUNDATION | ||||||||
| PO BOX 1436 | TAOS | NM | 87571 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF VIRGINIA COUSE LEAVITT | $100 | |
| COX SCIENCE CENTER | ||||||||
| 4801 DREHER TRAIL NORTH | WEST PALM BEACH | FL | 33405 | NO RELATIONSHIP | PC | ANNUAL FUND | $334,152 | |
| CRYSTAL BRIDGES MUSEUM | ||||||||
| 600 MUSEUM WAY | BENTONVILLE | AR | 72712 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF JOHN WILMERDING | $100 | |
| CULTURAL COUNCIL OF PALM BEACH COUNTY | ||||||||
| 601 LAKE AVE | LAKE WORTH | FL | 33460 | NO RELATIONSHIP | PC | ARTS IN MY BACKYARD | $2,500 | |
| CULTURAL COUNCIL OF PALM BEACH COUNTY | ||||||||
| 601 LAKE AVE | LAKE WORTH | FL | 33460 | NO RELATIONSHIP | PC | ANNUAL FUND | $2,500 | |
| DANA-FARBER | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NO RELATIONSHIP | PC | ANNUAL PALM BEACH APPEAL | $10,000 | |
| DANA-FARBER | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NO RELATIONSHIP | PC | CHAIR/LL RESEARCH | $701,080 | |
| DANA-FARBER | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF ARLENE TOFIAS COHEN | $100 | |
| DEMPSEY CENTER | ||||||||
| PO BOX 277 | AUBURN | ME | 04212 | NO RELATIONSHIP | PC | ANNUAL FUND IN HONOR OF LARRY LAUZE | $100 | |
| DEXTER HISTORICAL SOCIETY | ||||||||
| PO BOX 481 | DEXTER | ME | 04930 | NO RELATIONSHIP | PC | ANNUAL FUND | $250 | |
| DEXTER PUBLIC HEALTH | ||||||||
| 23 MAIN STREET PO BOX 185 | DEXTER | ME | 04930 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| EDUCARE CENTRAL MAINE | ||||||||
| 97 WATER STREET | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | ANNUAL FUND | $5,000 | |
| ELON UNIVERSITY | ||||||||
| 2900 CAMPUS BOX | ELON | NC | 27244 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $5,000 | |
| FACING HISTORY AND OURSELVES | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 024456919 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| FULL PLATES FULL POTENTIAL | ||||||||
| 14 MAINE ST STE 302 | BRUNSWICK | ME | 040112026 | NO RELATIONSHIP | PC | ANNUAL FUND | $8,000 | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| PO BOX 98131 | WASHINGTON | DC | 200779756 | NO RELATIONSHIP | PC | GENE COHEN RESEARCH AWARD | $250 | |
| GEORGES RIVER LAND TRUST | ||||||||
| PO BOX B | ROCKLAND | ME | 04841 | NO RELATIONSHIP | PC | LANGLAIS ART PRESERVE | $25,553 | |
| GOOD SHEPHERD FOOD BANK | ||||||||
| PO BOX 1807 | AUBURN | ME | 04211 | NO RELATIONSHIP | PC | PROJECT SUPPORT | $25,210 | |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | LUNDER 21ST CENTURY FUND | $500 | |
| HARVARD UNIVERSITY ART MUSEUM | ||||||||
| 32 QUINCY ST | CAMBRIDGE | MA | 02138 | NO RELATIONSHIP | PC | PROJECT SUPPORT | $502,357 | |
| HEBREW SENIORLIFE | ||||||||
| 120 CENTRE ST | BOSTON | MA | 02131 | NO RELATIONSHIP | PC | PROJECT SUPPORT | $2,200,000 | |
| HEBREW SENIORLIFE | ||||||||
| 120 CENTRE ST | BOSTON | MA | 02131 | NO RELATIONSHIP | PC | LELAND NURSING ENDOWMENT | $402,454 | |
| HEBRON ACADEMY | ||||||||
| PO BOX 309 | HEBRON | ME | 042380309 | NO RELATIONSHIP | PC | SCHOLARSHIP FUND | $1,000 | |
| HEBRON ACADEMY | ||||||||
| PO BOX 309 | HEBRON | ME | 042380309 | NO RELATIONSHIP | PC | SCHOLARSHIP FUND | $100 | |
| HOLDERNESS SCHOOL | ||||||||
| CHAPEL LANE ROUTE 175 PO BOX 1879 | PLYMOUTH | NH | 03264 | NO RELATIONSHIP | PC | SCHOLARSHIP FUND | $1,000 | |
| HOLDERNESS SCHOOL | ||||||||
| CHAPEL LANE ROUTE 175 PO BOX 1879 | PLYMOUTH | NH | 03264 | NO RELATIONSHIP | PC | SCHOLARSHIP FUND | $3,500 | |
| HOSPICE OF SOUTHERN MAINE | ||||||||
| 390 US ROUTE ONE | SCARBOROUGH | ME | 04074 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF DANIEL A. MILLER | $100 | |
| ILLUSTRATION INSTITUTE | ||||||||
| 2 UNION STREET SUITE 400 | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | WELLS LIBRARY EXHIBITION | $5,000 | |
| INDIGO ARTS ALLIANCE | ||||||||
| 60 COVE ST | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | PROJECT SUPPORT | $25,525 | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | ||||||||
| 968 EASTON RD STE H | WARRINGTON | PA | 18976 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF AMY GOLDSTEIN | $100 | |
| JACKSON LABORATORY | ||||||||
| 600 MAIN ST | BAR HARBOR | ME | 04609 | NO RELATIONSHIP | PC | PROJECT SUPPORT | $50,662 | |
| JEWISH MUSEUM | ||||||||
| 1109 5TH AVENUE 92ND ST | NEW YORK | NY | 10128 | NO RELATIONSHIP | PC | ART MUSEUM | $100 | |
| KENNEBEC BEHAVIORAL HEALTH | ||||||||
| 67 EUSTIS PARKWAY C/O KMHA | WATERVILLE | ME | 049015173 | NO RELATIONSHIP | PC | ANNUAL FUND | $250 | FOUNDATION INC |
| LANDMARK SCHOOL | ||||||||
| 429 HALE STREET PO BOX 227 | PRIDES CROSSING | MA | 01965 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $1,500 | |
| LESLEY UNIVERSITY | ||||||||
| 29 EVERETT ST | CAMBRIDGE | MA | 02138 | NO RELATIONSHIP | PC | ANNUAL FUND | $1,000 | |
| LESLEY UNIVERSITY | ||||||||
| 29 EVERETT ST | CAMBRIDGE | MA | 02138 | NO RELATIONSHIP | PC | ANNUAL FUND | $1,001,207 | |
| LEVEY DAY SCHOOL | ||||||||
| 400 DEERING AVENUE | PORTLAND | ME | 04103 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $2,500 | |
| LINCOLN SCHOOL | ||||||||
| 301 BUTLER AVE | PROVIDENCE | RI | 02906 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF SUZANNE Y. MURRAY | $100 | |
| LITERACY VOLUNTEERS OF KENNEBEC | ||||||||
| 12 SPRUCE STREET SUITE 4 | AUGUSTA | ME | 04330 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| MAINE BEHAVIORAL HEALTHCARE | ||||||||
| 78 ATLANTIC PLACE | SOUTH PORTLAND | ME | 041062316 | NO RELATIONSHIP | PC | SIGNS OF HOPE | $1,000 | |
| MAINE CHILDREN'S HOME FOR LITTLE WANDERERS | ||||||||
| 93 SILVER STREET | WATERVILLE | ME | 049015923 | NO RELATIONSHIP | PC | ANNUAL FUND | $250 | |
| MAINE COLLEGE OF ART & DESIGN | ||||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | PORTEOUS SOCIETY | $2,000 | |
| MAINE COLLEGE OF ART & DESIGN | ||||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | LUNDER SCHOLARSHIP FUND | $717,291 | |
| MAINE JEWISH FILM FESTIVAL | ||||||||
| PO BOX 7465 | PORTLAND | ME | 04112 | NO RELATIONSHIP | PC | PROJECT SUPPORT | $20,168 | |
| MAINE JEWISH MUSEUM | ||||||||
| 267 CONGRESS STREET | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | ART MUSEUM | $10,000 | |
| MAINE MARITIME MUSEUM | ||||||||
| 243 WASHINGTON STREET | BATH | ME | 04530 | NO RELATIONSHIP | PC | ART MUSEUM | $5,000 | |
| MAINE MEDICAL CENTER | ||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 041029954 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF HOPE BRAMHALL | $100 | |
| MAINE PUBLIC BROADCASTING | ||||||||
| 1450 LISBON ST | LEWISTON | ME | 04240 | NO RELATIONSHIP | PC | PROGRAMMING FUND | $1,001,775 | |
| MAINE PUBLIC BROADCASTING | ||||||||
| 1450 LISBON ST | LEWISTON | ME | 04240 | NO RELATIONSHIP | PC | BEACON SOCIETY | $1,200 | |
| MAINE SPORTS HALL OF FAME | ||||||||
| PO BOX 2 | CUMBERLAND | ME | 04021 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| MASSACHUSETTS EYE AND EAR INFIRMARY | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02115 | NO RELATIONSHIP | PC | ANNUAL FUND | $484,989 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02115 | NO RELATIONSHIP | PC | LEARNING INITIATIVE | $4,826,495 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02115 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF ROMAN DESANCTIS | $100 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF MARGERY RUSSELL | $100 | |
| MONHEGAN MUSEUM | ||||||||
| 1 LIGHTHOUSE HILL | MONHEGAN | ME | 04852 | NO RELATIONSHIP | PC | ART MUSEUM | $100 | |
| MOUNT DESERT ISLAND HOSPITAL | ||||||||
| 10 WAYMAN LANE | BAR HARBOR | ME | 04609 | NO RELATIONSHIP | PC | PROJECT SUPPORT | $10,000 | |
| MUSEUM OF FINE ARTS BOSTON | ||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF JOYCE LINDE | $100 | |
| OLANA PARTNERSHIP | ||||||||
| PO BOX 199 | HUDSON | NY | 12534 | NO RELATIONSHIP | PC | ANNUAL FUND | $2,500 | |
| OPERA MAINE | ||||||||
| PO BOX 7733 | PORTLAND | ME | 04112 | NO RELATIONSHIP | PC | ANNUAL FUND | $2,500 | |
| PALAVER STRINGS | ||||||||
| 380 CUMBERLAND AVE FLOOR 2 | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | PROJECT SUPPORT | $3,300 | |
| PALM BEACH COUNTY FOOD BANK | ||||||||
| 701 BOUTWELL ROAD SUITE A-2 | LAKE WORTH | FL | 33461 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| PAUL TAYLOR DANCE FOUNDATION | ||||||||
| 551 GRAND STATION TOP FLOOR | NEW YORK | NY | 100024282 | NO RELATIONSHIP | PC | ANNUAL FUND | $1,000 | |
| PENNY MEMORIAL UNITED BAPTIST CHURCH | ||||||||
| 393 WATER STREET | AUGUSTA | ME | 04330 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF JUDITH C. WATHEN | $100 | |
| PERLMAN MUSIC PROGRAM | ||||||||
| 19 WEST 69TH ST STE 304 | NEW YORK | NY | 10023 | NO RELATIONSHIP | PC | ANNUAL FUND | $1,000 | |
| PINE TREE SOCIETY (CAMP) | ||||||||
| 149 FRONT STREET PO BOX 518 | BATH | ME | 04530 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| PORTLAND CHAMBER MUSIC FESTIVAL | ||||||||
| PO BOX 15385 | PORTLAND | ME | 04112 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| PORTLAND COMMUNITY SQUASH | ||||||||
| 66 NOYES STREET | PORTLAND | ME | 04112 | NO RELATIONSHIP | PC | ANNUAL FUND | $100,451 | |
| PORTLAND MUSEUM OF ART | ||||||||
| 7 CONGRESS SQUARE | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | JEREMY FREY EXHIBITION | $25,000 | |
| PREBLE STREET | ||||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | ANNUAL FUND | $250 | |
| PROCTOR ACADEMY | ||||||||
| PO BOX 500 | ANDOVER | NH | 03216 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $2,500 | |
| PROSPERITY MAINE | ||||||||
| PO BOX 8013 | PORTLAND | ME | 04104 | NO RELATIONSHIP | PC | ANNUAL FUND | $5,000 | |
| RICHARD DAVID KANN MELANOMA FOUNDATION | ||||||||
| 2751 S DIXIE HIGHWAY SUITE 2A | WEST PALM BEACH | FL | 33405 | NO RELATIONSHIP | PC | ANNUAL FUND | $500 | |
| SMITHSONIAN AMERICAN ART MUSEUM | ||||||||
| MRC 970 PO BOX 37012 | WASHINGTON | DC | 200137012 | NO RELATIONSHIP | PC | VIRGINIA MECKLENBERG | $100,725 | |
| SMITHSONIAN AMERICAN ART MUSEUM | ||||||||
| MRC 970 PO BOX 37012 | WASHINGTON | DC | 200137012 | NO RELATIONSHIP | PC | THE SHAPE OF POWER | $49,847 | |
| SMITHSONIAN INSTITUE | ||||||||
| MRC 970 PO BOX 37012 | WASHINGTON | DC | 200137012 | NO RELATIONSHIP | PC | ARCHIVES OF AMERICAN ART | $2,500 | |
| SOUTH FLORIDA PBS | ||||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 334268499 | NO RELATIONSHIP | PC | ANNUAL FUND | $1,000 | |
| SOUTHERN MAINE HILLEL | ||||||||
| 1342 CONGRESS ST C/O JEWISH | PORTLAND | ME | 04102 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | COMMUNITY ALLIANCE |
| ST JUDE CHILDREN'S HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| STRIVE | ||||||||
| 28 FODEN ROAD | SOUTH PORTLAND | ME | 04106 | NO RELATIONSHIP | PC | ANNUAL FUND | $100,843 | |
| SUSAN L CURTIS FOUNDATION | ||||||||
| 1321 WASHINGTON AVE SUITE 104 | PORTLAND | ME | 04103 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| THE BANGOR REGION YMCA | ||||||||
| 17 SECOND ST | BANGOR | ME | 04401 | NO RELATIONSHIP | PC | CAMP JORDAN | $35,387 | |
| THE JULIE FUND | ||||||||
| PO BOX 620-657 | NEWTON | MA | 02462 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF RUTHIE ELKINS MARCUS | $100 | |
| THOMAS COLLEGE | ||||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | GOLF TOURNAMENT MATCH | $120,210 | |
| THOMAS COLLEGE | ||||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | SCHOLARSHIP FUND | $407,660 | |
| TRUSTBRIDGE HOSPICE FOUNDATION | ||||||||
| 5300 EAST AVE | WEST PALM BEACH | FL | 33407 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF RAYMOND MILCHOVICH | $100 | |
| TUFTS HILLEL | ||||||||
| PO BOX 3306 | BOSTON | MA | 022413306 | NO RELATIONSHIP | PC | TRUSTEES OF TUFTS COLLEGE | $500 | |
| TWO TEN FOOTWEAR FOUNDATION | ||||||||
| 1466 MAIN STREET | WALTHAM | MA | 02451 | NO RELATIONSHIP | PC | ANNUAL FUND | $50,650 | |
| UNITED JEWISH ASSOCIATION - FEDERATION OF NEW YORK | ||||||||
| PO BOX 4227 | NEW YORK | NY | 102614227 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF MARILYN WINER | $100 | |
| UNITED WAY OF KENNEBEC VALLEY | ||||||||
| 121 COMMERCIAL ST | AUGUSTA | ME | 04330 | NO RELATIONSHIP | PC | ANNUAL FUND | $500 | |
| UNIVERSITY OF MAINE MUSEUM OF ART | ||||||||
| 40 HARLOW STREET | BANGOR | ME | 04401 | NO RELATIONSHIP | PC | ART MUSEUM | $100 | |
| UNIVERSITY OF NEW ENGLAND | ||||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | NO RELATIONSHIP | PC | FINANCIAL AID | $333,857 | |
| UNIVERSITY OF NEW ENGLAND | ||||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | NO RELATIONSHIP | PC | SCHOLARSHIP FUND IN MEMORY OF ROBERT E. MCAFEE | $100 | |
| UNIVERSITY OF NEW ENGLAND ART GALLERY | ||||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | NO RELATIONSHIP | PC | ART MUSEUM | $100 | |
| UNIVERSITY OF SOUTHERN MAINE FOUNDATION | ||||||||
| PO BOX 9300 | PORTLAND | ME | 041049300 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF HAROLD OSHER | $500 | |
| VIETNAM VETERANS MEMORIAL FUND | ||||||||
| PO BOX 96764 C/O NATIONAL PROCESSIN | WASHINGTON | DC | 200906764 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | CENTER |
| WATERVILLE OPERA HOUSE | ||||||||
| 93 MAIN STREET | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| WEST PALM BEACH LIBRARY FOUNDATION | ||||||||
| 411 CLEMATIS ST 3RD FLOOR | WEST PALM BEACH | FL | 33401 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NO RELATIONSHIP | PC | ANNUAL FUND IHO ADAM WEINBERG | $100,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NO RELATIONSHIP | PC | CONSERVATION FUND | $276,806 | |
| WINTERKIDS | ||||||||
| 506 MAIN ST STE 10 | WESTBROOK | ME | 04092 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| WORCESTER STATE UNIVERSITY | ||||||||
| 486 CHANDLER STREET | WORCESTER | MA | 01602 | NO RELATIONSHIP | PC | ANNUAL FUND IN MEMORY OF DOLORES (MANNING) GREENE | $100 | |
| WXEL TV | ||||||||
| 3401 S CONGRESS AVE PO BOX 6607 | BOYNTON BEACH | FL | 33426 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| YELLOWSTONE CLUB COMMUNITY FOUNDATION | ||||||||
| 1111 RESEARCH DRIVE | BOZEMAN | MT | 59718 | NO RELATIONSHIP | PC | ANNUAL FUND | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,842,691 | 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 | $51,341 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,675 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,012,743 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,167,759 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,167,759 | 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 (3 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 | $13,958,625 | Yes (X) | |
| PETER LUNDER | |||||||
| 2 | KENILWORTH TWO MONUMENT SQ STE 530 | PORTLAND | ME | 04101 | $3,404,070 | Yes (X) | |
| ANNE LELAND GST EXEMPT TRUST | |||||||
| 3 | TWO MONUMENT SQUARE SUITE 502 | PORTLAND | ME | 04101 | $16,500 | 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 | $13,958,625 | 2024-01-22 |
| 2 | 5 SHARES OF BERKSHIRE HATHAWAY CLASS A STOCK | $3,404,070 | 2024-10-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990PF PREPARATION | CategoryTxt |
| Amt | $4,325 | Amt |
| Net Investment Income | $1,081 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,244 | 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 | $19,471,237 | GrossSalesPriceAmt |
| Basis | $18,856 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $19,452,381 | 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 B | $946 | $1,015,800 |
| BERKSHIRE HATHAWAY-CL A | $5,064 | $5,447,360 |
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 | $17,343,705 | 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 | $7,175 | $0 | $7,175 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - KENILWORTH | CategoryTxt |
| Amt | $322,605 | Amt |
| Net Investment Income | $32,261 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $290,344 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $5,838 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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