LUNDER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LUNDER FOUNDATION (EIN 01-0437556)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202301299349103820
- Schema version
- 2022v5.0
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T09:31:31-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-04 | 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 | 2023-05-04 | 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 | 2022 | 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 | $5,466,732 | 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 | $20,980,115 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $123 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $123 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,024,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,053,064 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $505,565 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,005,213 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $505,688 | 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 |
| Legal Fees Rev And Expnss | $1,049 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,049 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $694 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,081 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $291,440 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,144 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $262,296 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,273 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,196 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,196 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,882 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,882 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $313,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $276,504 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,756,031 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,756,031 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,069,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,032,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,935,567 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $475,850 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,004 | CashBOYAmt |
| Cash EOY | $3,042 | CashEOYAmt |
| Cash EOYFMV | $3,042 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $105,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,550 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,263 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,375,140 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $114,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,855 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,466,732 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $114,918 | CapitalStockBOYAmt |
| Capital Stock EOY | $98,855 | 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 | $114,918 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $114,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $98,855 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $114,918 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,935,567 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,050,485 | SubtotalAmt |
| Other Decreases | $20,951,630 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $98,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1 SH BERKSHIRE HATHAWAY CLASS A | PropertyDesc |
| Acquired | 1993-11-07 | AcquiredDt |
| Sold | 2022-03-17 | SoldDt |
| Gross Sales Price | $506,198 | GrossSalesPriceAmt |
| Cost Or Other Basis | $633 | CostOrOtherBasisAmt |
| Gain Or Loss | $505,565 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $505,565 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $505,565 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,614 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,614 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,614 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | 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 | $5,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,014 | 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 | $291,440 | 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 | $7,409,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,815 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,645,614 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,645,614 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,684 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,530,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $376,547 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $376,547 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,614 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,614 | TotalTaxAmt |
| Distributable Before Adj | $369,933 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $369,933 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $369,933 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,032,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,032,535 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $369,933 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,768,507 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,499,573 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,272,872 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,618,130 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,773,856 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $72,932,938 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,032,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $369,933 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,662,602 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $93,595,540 | 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 | $15,768,507 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $77,827,033 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,499,573 | ExcessFromYear4Amt |
| Excess From Year3 | $15,272,872 | ExcessFromYear3Amt |
| Excess From Year2 | $13,618,130 | ExcessFromYear2Amt |
| Excess From Year1 | $13,773,856 | ExcessFromYear1Amt |
| Excess From Current Year | $20,662,602 | 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 (169 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFRICA SCHOOLHOUSE | ||||||
| 314 DANFORTH STREET | PORTLAND | ME | 04102 | PC | SCHOOL OF EDUCATION | $500 |
| AMERICAN ALUMNI OF GLASGOW UNIVERSITY | ||||||
| 183 WOLF HARBOR | MILFORD | CT | 06461 | PC | WHISTLER CONSORTIUM | $35,515 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 114 SAN MARITA WAY | PALM BEACH GARDENS | FL | 33418 | PC | ANNUAL FUND - IN HONOR OF C. GIGLIOTTI | $2,500 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||
| 545 FIFTH AVE SUITE 920 | NEW YORK | NY | 10017 | PC | ART MUSEUM | $10,000 |
| AMERICAN UNIVERSITY - ALUMNI FUND | ||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | PC | SCHOOL OF EDUCATION | $1,000 |
| ANIMAL REFUGE LEAGUE OF GREATER PORTLAND | ||||||
| PO BOX 336 | WESTBROOK | ME | 04098 | PC | ANNUAL FUND | $100 |
| ANTI-DEFAMATION LEAGUE (ADL) | ||||||
| 823 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | PC | ANNUAL FUND | $1,000 |
| ASSOCIATION OF ISRAEL'S DECORATIVE ARTS | ||||||
| 2201 NW 30TH PLACE SUITE A | POMPANO BEACH | FL | 33069 | PC | ANNUAL FUND | $250 |
| BABSON COLLEGE | ||||||
| PO BOX 57310 | BABSON PARK | MA | 024579985 | PC | BABSON RECREATION AND ATHLETIC COMPLEX | $325,669 |
| BABSON COLLEGE | ||||||
| PO BOX 57310 | BABSON PARK | MA | 024579985 | PC | ANNUAL FUND | $2,000 |
| BEST BUDDIES MAINE | ||||||
| PO BOX 573 | CUMBERLAND | ME | 04021 | PC | ANNUAL FUND | $500 |
| BETH ISRAEL CONGREGATION | ||||||
| PO BOX 1882 | WATERVILLE | ME | 04901 | PC | ANNUAL FUND - IMO ROBERT ROSENTHAL | $100 |
| BETH ISRAEL CONGREGATION | ||||||
| PO BOX 1882 | WATERVILLE | ME | 04901 | PC | KOL NIDRE APPEAL | $2,500 |
| BETH ISRAEL CONGREGATION | ||||||
| PO BOX 1882 | WATERVILLE | ME | 04901 | PC | FAMILY COMMUNITY ROOM RENOVATION | $250,848 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | PC | LUNDER NURSING EDUCATION FUND | $251,508 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | PC | LUNDER NURSING EDUCATION FUND | $25,000 |
| BOSTON CHILDREN'S HOSPITAL | ||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | PC | ANNUAL FUND | $500 |
| BOSTON COLLEGE | ||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 024673819 | PC | SCHOLARSHIP FUND | $49,683 |
| BOYS & GIRLS CLUB AND YMCA - ALFOND YOUTH CENTER | ||||||
| 126 NORTH ST | WATERVILLE | ME | 04902 | PC | ANNUAL FUND | $500 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 25 WEST 43RD ST STE 609 | NEW YORK | NY | 10036 | PC | MEDICAL | $750 |
| BRIGHAM & WOMENS HOSPITAL | ||||||
| 116 HUNTINGTON AVENUE 3RD FLOOR | BOSTON | MA | 02116 | PC | OSHER CENTER FOR INTEGRATED MEDICINE | $20,931 |
| CAPE ANN MUSEUM | ||||||
| 27 PLEASANT ST | GLOUCESTER | MA | 01930 | PC | ART MUSEUM | $10,000 |
| CARRABASSETT VALLEY ACADEMY | ||||||
| 3197 CARRABASSETT DRIVE | CARRABASSETT VALLEY | ME | 04947 | PC | LORING FUND - SCHOOL OF EDUCATION | $100 |
| CARROLL SCHOOL | ||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | PC | SCHOOL OF EDUCATION | $5,000 |
| CEDARS NURSING CARE CENTER | ||||||
| 630 OCEAN AVE | PORTLAND | ME | 04101 | PC | NURSING CARE CENTER | $35 |
| CEDARS NURSING CARE CENTER | ||||||
| 630 OCEAN AVE | PORTLAND | ME | 04101 | PC | MEMORY SUPPORT PROGRAM | $160,831 |
| CENTER FOR GRIEVING CHILDREN | ||||||
| 555 FORREST AVE | PORTLAND | ME | 04101 | PC | ANNUAL FUND - IMO DAVID BANKS | $250 |
| CHILDREN'S MUSEUM OF MAINE | ||||||
| 250 THOMPSONS POINT | PORTLAND | ME | 04102 | PC | ANNUAL FUND | $100 |
| CHILDREN'S MUSEUM OF MAINE | ||||||
| 250 THOMPSONS POINT | PORTLAND | ME | 04102 | PC | ANNUAL FUND | $125,213 |
| COLBY COLLEGE MUSEUM | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $485,451 |
| COLBY COLLEGE MUSEUM | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $975,734 |
| COLBY COLLEGE MUSEUM | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $78,098 |
| COLBY COLLEGE MUSEUM | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $292,860 |
| COLBY COLLEGE MUSEUM | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $1,257,213 |
| COLBY COLLEGE MUSEUM | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $855,319 |
| COLBY COLLEGE | ||||||
| 4320 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | SCHOOL OF EDUCATION - IMO NORMA B. MARIN | $100 |
| COLBY COLLEGE | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | ALUMNI FUND-LUNDER SCHOLARS | $25,000 |
| COLBY COLLEGE | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | COLBY ARTS BUILDING | $250,000 |
| COLBY COLLEGE | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | COLBY ARTS BUILDING | $250,000 |
| COLBY COLLEGE | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | CCMA LIAA ANNUAL FUNDING SUPPORT | $650,000 |
| COLBY COLLEGE | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | CCMA LUNDER COLLECTION FUND | $357,143 |
| COLBY COLLEGE | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | CCMA LUNDER COLLECTION FUND | $357,142 |
| COLBY COLLEGE | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | LIAA ENDOWMENT FUND | $1,192,857 |
| COLBY COLLEGE | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | LIAA ENDOWMENT FUND | $1,192,858 |
| COLBY COLLEGE | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | WHISTLER CONSORTIUM | $45,000 |
| COLBY COLLEGE | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | DIRECTOR'S DESCRETIONARY FUND | $1,000 |
| COLBY COLLEGE | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | MUSIC FUND | $100 |
| COLBY COLLEGE | ||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | FRIENDS OF ART | $1,000 |
| COLGATE UNIVERSITY | ||||||
| 13 OAK DRIVE | HAMILTON | NY | 133469989 | PC | SCHOOL OF EDUCATION | $2,500 |
| COMBINED JEWISH PHILANTHROPIES | ||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PC | TAGLIT BIRTHRIGHT | $20,717 |
| CORNELL UNIVERSITY | ||||||
| BOX 37334 | BOONE | IA | 500370334 | PC | SCHOOL OF EDUCATION | $5,000 |
| COUSE FOUNDATION | ||||||
| PO BOX 1436 | TAOS | NM | 87571 | PC | ART MUSEUM | $46,400 |
| COUSE FOUNDATION | ||||||
| PO BOX 1436 | TAOS | NM | 87571 | PC | ART MUSEUM - IMO DEAN PORTER | $100 |
| CULTURAL COUNCIL OF PALM BEACH COUNTY | ||||||
| 601 LAKE AVE | LAKE WORTH | FL | 33460 | PC | ANNUAL FUND | $2,500 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 022155450 | PC | 2022 PLEDGE OBLIGATION | $707,414 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | PC | MEDICAL - IMO SANDRA G. KRAKOFF | $100 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | PC | MEDICAL - IMO EARLE "PAT" GROPER | $100 |
| DEMPSEY CENTER | ||||||
| PO BOX 277 | AUBURN | ME | 04212 | PC | MEDICAL - IMO LARRY LAUZE | $100 |
| DEXTER HISTORICAL SOCIETY | ||||||
| PO BOX 481 | DEXTER | ME | 04930 | PC | ANNUAL FUND | $250 |
| DEXTER PUBLIC HEALTH | ||||||
| 23 MAIN STREET | DEXTER | ME | 04930 | PC | ANNUAL FUND | $100 |
| EDUCARE CENTRAL MAINE | ||||||
| 97 WATER ST | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $5,000 |
| FACING HISTORY AND OURSELVES | ||||||
| 16 HURD ROAD | BROOKLINE | MA | 024456919 | PC | ANNUAL FUND | $100 |
| FACING HISTORY AND OURSELVES | ||||||
| 16 HURD ROAD | BROOKLINE | MA | 024456919 | PC | ANNUAL FUND - IMO SUMNER FELDBERG | $100 |
| FRIENDS OF CONGRESS SQUARE PARK | ||||||
| PO BOX 5056 | PORTLAND | ME | 04101 | PC | PROJECT SUPPORT | $5,000 |
| GOOD SHEPHERD FOOD BANK | ||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | PC | COVID-19 FUND | $50,456 |
| GOOD SHEPHERD FOOD BANK | ||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | PC | COVID-19 FUND | $5,000 |
| GUGGENHEIM MUSEUM | ||||||
| 1071 FIFTH AVE | NEW YORK | NY | 10128 | PC | ART MUSEUM | $10,000 |
| HARVARD UNIVERSITY ART MUSEUM | ||||||
| 32 QUINCY STREET | CAMBRIDGE | MA | 021389859 | PC | ART MUSEUM | $10,000 |
| HEARING THE OVARIAN CANCER WHISPER | ||||||
| PO BOX 3504 | JUPITER | FL | 33469 | PC | MEDICAL | $500 |
| HEBREW SENIORLIFE | ||||||
| 1200 CENTRE STREET | ROSLINDALE | MA | 02131 | PC | ANNE LUNDER LELAND FUND | $402,478 |
| HEBRON ACADEMY | ||||||
| PO BOX 309 | HEBRON | ME | 042380309 | PC | SCHOLARSHIP FUND | $50 |
| HEBRON ACADEMY | ||||||
| PO BOX 309 | HEBRON | ME | 042380309 | PC | SCHOLARSHIP FUND | $1,000 |
| HOLDERNESS SCHOOL | ||||||
| CHAPEL LANE ROUTE 175 | PLYMOUTH | NH | 03264 | PC | SCHOLARSHIP FUND | $1,000 |
| HOLDERNESS SCHOOL | ||||||
| CHAPEL LANE ROUTE 175 | PLYMOUTH | NH | 03264 | PC | SCHOLARSHIP FUND | $3,500 |
| HOSPICE VOLUNTEERS OF WATERVILLE AREA | ||||||
| 304 MAIN STREET | WATERVILLE | ME | 049030200 | PC | MEDICAL | $1,000 |
| JACKSON LABORATORY | ||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | PC | ANNUAL FUND | $50,271 |
| JEWISH COMMUNITY CENTER OF THE NORTH SHORE | ||||||
| 4 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | PC | ANNUAL FUND | $500 |
| JEWISH MUSEUM | ||||||
| 1109 5TH AVENUE 92ND ST | NEW YORK | NY | 10128 | PC | ART MUSEUM | $100 |
| KENNEBEC VALLEY COMMUNITY COLLEGE | ||||||
| 92 WESTERN AVENUE | FAIRFIELD | ME | 04937 | PC | SCHOLARSHIP FUND | $250,626 |
| KENNEBEC BEHAVIORAL HEALTH - KMHA FOUNDATION INC | ||||||
| 67 EUSTIS PARKWAY | WATERVILLE | ME | 049015173 | PC | ANNUAL FUND | $250 |
| KRAVIS CENTER FOR THE PERFORMING ARTS | ||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 334016399 | PC | ANNUAL FUND | $2,500 |
| LANDMARK SCHOOL | ||||||
| 429 HALE STREET | PRIDES CROSSING | MA | 01965 | PC | SCHOOL OF EDUCATION | $1,500 |
| LESLEY UNIVERSITY | ||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 021382790 | PC | SCHOOL OF EDUCATION | $1,000 |
| LEVY DAY SCHOOL | ||||||
| 400 DEERING AVENUE | PORTLAND | ME | 04103 | PC | SCHOOL OF EDUCATION | $2,500 |
| LITERACY VOLUNTEERS OF KENNEBEC | ||||||
| 12 SPRUCE STREET SUITE 4 | AUGUSTA | ME | 04330 | PC | ANNUAL FUND | $100 |
| MAINE BEHAVIORAL HEALTHCARE | ||||||
| 78 ATLANTIC PLACE | SOUTH PORTLAND | ME | 041062316 | PC | MEDICAL - IMO KIRK POND | $100 |
| MAINE BEHAVIORAL HEALTHCARE | ||||||
| 78 ATLANTIC PLACE | SOUTH PORTLAND | ME | 041062316 | PC | MEDICAL - SIGNS OF HOPE | $1,000 |
| MAINE CHILDREN'S HOME FOR LITTLE WANDERERS | ||||||
| 93 SILVER STREET | WATERVILLE | ME | 049015923 | PC | ANNUAL FUND | $250 |
| MAINE COLLEGE OF ART | ||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | PC | CAPACITY BUILDING FUND | $100,000 |
| MAINE COLLEGE OF ART | ||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | PC | LUNDER SCHOLARSHIP FUND | $500,000 |
| MAINE COLLEGE OF ART | ||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | PC | PORTEOUS SOCIETY | $2,000 |
| MAINE COLLEGE OF ART | ||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | PC | LUNDER SCHOLARSHIP FUND | $2,755 |
| MAINE JEWISH FILM FESTIVAL | ||||||
| PO BOX 7465 | PORTLAND | ME | 04112 | PC | ANNUAL FUND | $15,154 |
| MAINE PUBLIC BROADCASTING | ||||||
| 1450 LISBON STREET | LEWISTON | ME | 04240 | PC | CHARTING A BOLD FUTURE | $227,399 |
| MAINE PUBLIC BROADCASTING | ||||||
| 1450 LISBON STREET | LEWISTON | ME | 04240 | PC | BEACON SOCIETY | $1,200 |
| MAINE SPORTS HALL OF FAME | ||||||
| PO BOX 2 | CUMBERLAND | ME | 04021 | PC | ANNUAL FUND | $100 |
| MARYLAND FOOD BANK | ||||||
| 2200 HALETHORPE FARMS RD | BALTIMORE | MD | 21227 | PC | ANNUAL FUND - IMO MALCOLM RUBINSTEIN | $50 |
| MASSACHUSETTS EYE AND EAR INFIRMARY | ||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | PC | MEDICAL | $100 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | PC | MEDICAL - IMO DR. W. GERALD AUSTEN | $100 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | PC | MEDICAL - IMO ANNE ESPOSITO | $100 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| PO BOX 415062 | BOSTON | MA | 022415062 | PC | PLEDGE PAYMENT | $500,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| PO BOX 415062 | BOSTON | MA | 022415062 | PC | PLEDGE PAYMENT | $1,971,768 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| PO BOX 415062 | BOSTON | MA | 022415062 | PC | PLEDGE PAYMENT | $2,640,072 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| PO BOX 415062 | BOSTON | MA | 022415062 | PC | PLEDGE PAYMENT | $2,196,767 |
| MICHAEL J FOX FOUNDATION | ||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | PC | MEDICAL - IMO MARTY BISHOP | $100 |
| MONHEGAN MUSEUM | ||||||
| 1 LIGHTHOUSE HILL | MONHEGAN | ME | 04852 | PC | ART MUSEUM | $100 |
| MORGAN LIBRARY & MUSEUM | ||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | PC | ART MUSEUM - EXHIBITION | $10,000 |
| MUSEUM OF FINE ARTS BOSTON | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | MEDICAL - IMO MARTIN HALE | $100 |
| MUSEUM OF FINE ARTS BOSTON | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | MEDICAL - IMO EDWARD C. JOHNSON III | $100 |
| MYOSITIS ASSOCIATION | ||||||
| 6950 COLUMBIA GATEWAY DRIVE 370 | COLUMBIA | MD | 21046 | PC | MEDICAL - IMO SHARON MICHAUD | $50 |
| NATIONAL MUSEUM OF WILDLIFE ART | ||||||
| PO BOX 6825 | JACKSON | WY | 83002 | PC | ANNUAL FUND - IMO ARTHUR KERR | $100 |
| NORTHERN LIGHT MERCY HOSPITAL | ||||||
| PO BOX 679 | PORTLAND | ME | 041049804 | PC | ANNUAL FUND | $83,768 |
| NORTHWEST ART CENTER | ||||||
| 15705 MAIN ST NE | DUVALL | WA | 98019 | PC | EDUCATIONAL PROGRAM - IMO THOMAS WALKER BARWICK | $100 |
| NORTON MUSEUM | ||||||
| 1451 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | PC | ART MUSEUM - IMO HOWARD GANEK | $100 |
| OLANA PARTNERSHIP | ||||||
| PO BOX 199 | HUDSON | NY | 12534 | PC | ART MUSEUM - IHO DR. ELIZABETH BROUN | $1,000 |
| OPERA MAINE (FORMALLY PORTOPERA) | ||||||
| PO BOX 7733 | PORTLAND | ME | 04112 | PC | ANNUAL FUND | $2,500 |
| PALM BEACH COUNTY FOOD BANK | ||||||
| 701 BOUTWELL ROAD SUITE A-2 | LAKE WORTH | FL | 33461 | PC | PROJECT SUPPORT | $100 |
| PALM BEACH OPERA | ||||||
| 1800 S AUSTRALIAN AVE SUITE301 | WEST PALM BEACH | FL | 334096450 | PC | ANNUAL FUND | $5,000 |
| PALM BEACH SYMPHONY | ||||||
| 400 HIBISCUS STREET SUITE 100 | WEST PALM BEACH | FL | 33401 | PC | ANNUAL FUND | $5,000 |
| PAN-MASS CHALLENGE JIMMY FUND | ||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | PC | ANNUAL FUND - IHO KATE O'HALLORAN | $100 |
| PAN-MASS CHALLENGE JIMMY FUND | ||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | PC | ANNUAL FUND - IHO SUSAN BURKE | $100 |
| PARKSIDE SCHOOL | ||||||
| 48 WEST 74TH ST | NEW YORK | NY | 10023 | PC | SCHOOL OF EDUCATION - IMO ROSAMOND FAY ISENBERG | $100 |
| PAUL TAYLOR DANCE FOUNDATION | ||||||
| 551 GRAND STATION TOP FLOOR | NEW YORK | NY | 100024282 | PC | ANNUAL FUND | $1,000 |
| PERLMAN MUSIC PROGRAM | ||||||
| 19 WEST 69TH ST STE 304 | NEW YORK | NY | 10023 | PC | ANNUAL FUND | $1,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | PC | ANNUAL FUND - IMO ROSEMARY SORTER | $50 |
| PINE TREE SOCIETY | ||||||
| 149 FRONT STREET | BATH | ME | 04530 | PC | ANNUAL FUND | $100 |
| PORTLAND CHAMBER MUSIC FESTIVAL | ||||||
| PO BOX 15385 | PORTLAND | ME | 04112 | PC | ANNUAL FUND | $100 |
| PORTLAND MUSEUM OF ART | ||||||
| SEVEN CONGRESS SQUARE | PORTLAND | ME | 04101 | PC | ART MUSEUM - IMO LOUISE BESSIRE | $100 |
| PORTLAND SYMPHONY ORCHESTRA | ||||||
| 85 EXCHANGE ST 4TH FL | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $1,000 |
| PREBLE STREET | ||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $250 |
| PRESERVATION FOUNDATION OF PALM BEACH | ||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | PC | ANNUAL FUND | $250 |
| PROCTOR ACADEMY | ||||||
| PO BOX 500 | ANDOVER | NH | 03216 | PC | SCHOOL OF EDUCATION | $2,500 |
| PROSTATE ACTION INC | ||||||
| 229 EAST 79TH ST 1A | NEW YORK | NY | 10075 | PC | ANNUAL FUND - IMO JOYCE WOLF | $100 |
| RHODE ISLAND SCHOOL OF DESIGN | ||||||
| TWO COLLEGE STREET | PROVIDENCE | RI | 029032784 | PC | SCHOOL OF EDUCATION | $2,500 |
| RICHARD DAVID KANN MELANOMA FOUNDATION | ||||||
| 2751 S DIXIE HIGHWAY SUITE 2A | WEST PALM BEACH | FL | 33405 | PC | MEDICAL | $500 |
| RIVERS SCHOOL | ||||||
| 333 WINTER ST | WESTON | MA | 02493 | PC | ANNUAL FUND | $24,080 |
| SHAFMASTER CHARITABLE FOUNDATION | ||||||
| 158 SHATTUCK WAY | PORTSMOUTH | NH | 03801 | PC | PROJECT SUPPORT | $20,000 |
| SMITHSONIAN AMERICAN ART MUSEUM | ||||||
| MRC 970 BOX 37012 | WASHINGTON | DC | 200137012 | PC | ART MUSEUM - IMO GEORGE GURNEY | $100 |
| SMITHSONIAN AMERICAN ART MUSEUM | ||||||
| MRC 970 BOX 37012 | WASHINGTON | DC | 200137012 | PC | ART MUSEUM - IMO CLARICE SMITH | $250 |
| SMITHSONIAN AMERICAN ART MUSEUM | ||||||
| MRC 970 BOX 37012 | WASHINGTON | DC | 200137012 | PC | ART MUSEUM - IMO NORMA LEE FUNGER | $100 |
| SMITHSONIAN INSTITUTION | ||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | PC | ANNUAL FUND | $2,500 |
| SMITHSONIAN INSTITUTION | ||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | PC | ANNUAL FUND | $70,469 |
| SOCIETY OF THE FOUR ARTS | ||||||
| 100 FOUR ARTS PLAZA | WEST PALM BEACH | FL | 33480 | PC | ANNUAL FUND | $10,000 |
| SOUTH FLORIDA PBS | ||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 334268499 | PC | ANNUAL FUND | $1,000 |
| SOUTHERN MAINE HILLEL - JEWISH COMMUNITY ALLIANCE | ||||||
| 1342 CONGRESS ST | PORTLAND | ME | 04102 | PC | ANNUAL FUND | $100 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | MEDICAL | $100 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | MEDICAL - IMO MARY ANN FRAME | $100 |
| SUSAN G KOMEN FOUNDATION | ||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | PC | ANNUAL FUND - IMO AMY FASSBERG KURTZ | $100 |
| SUSAN L CURTIS FOUNDATION | ||||||
| 1321 WASHINGTON AVE SUITE 104 | PORTLAND | ME | 04103 | PC | ANNUAL FUND | $100 |
| THE CEDARS | ||||||
| 630 OCEAN AVE | PORTLAND | ME | 04103 | PC | MEDICAL | $65 |
| THOMAS COLLEGE | ||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | PC | THOMAS COLLEGE GOLF | $153,355 |
| THOMAS COLLEGE | ||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | PC | LUNDER SCHOLARS FUND | $503,059 |
| TUFTS UNIVERSITY | ||||||
| PACKARD HALL | MEDFORD | MA | 02155 | PC | SCHOOL OF EDUCATION | $2,500 |
| TWO TEN FOOTWEAR FOUNDATION | ||||||
| 1466 MAIN STREET | WALTHAM | MA | 02451 | PC | ANNUAL FUND | $50,453 |
| TWO TEN FOOTWEAR FOUNDATION | ||||||
| 1466 MAIN STREET | WALTHAM | MA | 024511623 | PC | ANNUAL FUND - IMO NAT LINDQUIST | $100 |
| UNITED WAY OF KENNEBEC VALLEY | ||||||
| 121 COMMERCIAL ST | AUGUSTA | ME | 04330 | PC | ANNUAL FUND | $500 |
| UNIVERSITY OF MAINE MUSEUM OF ART | ||||||
| 40 HARLOW STREET | BANGOR | ME | 04401 | PC | ART MUSEUM | $100 |
| UNIVERSITY OF NEW ENGLAND ART GALLERY | ||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | PC | ANNUAL FUND | $100 |
| UNIVERSITY OF SOUTHERN MAINE FOUNDATION - OSHER MAP LIBRARY | ||||||
| PO BOX 9300 | PORTLAND | ME | 041049300 | PC | SCHOOL OF EDUCATION | $250 |
| UNIVERSITY OF SOUTHERN MAINE FOUNDATION | ||||||
| PO BOX 9300 | PORTLAND | ME | 041049300 | PC | SCHOOL OF EDUCATION - IHO GLENN CUMMINGS | $1,000 |
| UNIVERSITY OF SOUTHERN MAINE | ||||||
| PO BOX 9300 | PORTLAND | ME | 04104 | PC | LUNDER SCHOLARSHIP FUND | $246,935 |
| VIETNAM VETERANS MEMORIAL FUND | ||||||
| PO BOX 96764 | WASHINGTON | DC | 200906764 | PC | ANNUAL FUND | $100 |
| WATERVILLE HISTORICAL SOCIETY | ||||||
| 62 SILVER ST UNIT B | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $100 |
| WATERVILLE HISTORICAL SOCIETY | ||||||
| 62 SILVER ST UNIT B | WATERVILLE | ME | 04901 | PC | ANNUAL FUND - IMO MARGARET MARDEN | $100 |
| WATERVILLE OPERA HOUSE | ||||||
| 93 MAIN STREET | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $100 |
| WEST PALM BEACH LIBRARY FOUNDATION | ||||||
| 411 CLEMATIS ST 3RD FLOOR | WEST PALM BEACH | FL | 33401 | PC | ANNUAL FUND | $100 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | PC | LUNDER CONSERVATION FUND | $251,562 |
| WINTERKIDS | ||||||
| 506 MAIN ST STE 10 | WESTBROOK | ME | 04092 | PC | ANNUAL FUND | $100 |
| WXEL TV | ||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | PC | ANNUAL FUND | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,756,031 | 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 | $123 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,024,975 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,025,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,025,098 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| PETER LUNDER | ||||||
| 1 | KENILWORTH TWO MONUMENT SQ STE 530 | PORTLAND | ME | 04101 | $12,120,450 | Yes (X) |
| PETER LUNDER | ||||||
| 2 | KENILWORTH TWO MONUMENT SQ STE 530 | PORTLAND | ME | 04101 | $8,831,180 | 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 | $12,120,450 | 2022-02-09 |
| 2 | 20 SHARES OF BERKSHIRE HATHAWAY CLASS A STOCK | $8,831,180 | 2022-08-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990PF PREPARATION | CategoryTxt |
| Amt | $2,775 | Amt |
| Net Investment Income | $694 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,081 | 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 | AssetDesc |
| Acquired | 1993-11 | AcquiredDt |
| How Acquired | DONATED | HowAcquiredTxt |
| Gross Sales Price | $20,546,866 | GrossSalesPriceAmt |
| Basis | $27,456 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $20,519,410 | 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 | $6,963 | $5,155,821 |
| BERKSHIRE HATHAWAY-CL B | $300 | $219,319 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,049 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,049 | DisbursementsCharitablePrpsAmt |
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 | $20,951,630 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $5,882 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,882 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - KENILWORTH | CategoryTxt |
| Amt | $291,440 | Amt |
| Net Investment Income | $29,144 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $262,296 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $7,273 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments