LUNDER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LUNDER FOUNDATION (EIN 01-0437556)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-14
- IRS object ID
- 202031359349100108
- Schema version
- 2019v5.1
- 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 | 2020-05-14T08:30:50-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 NO 530 | 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 | 2020-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P DOIRON | PreparerPersonNm |
| PTIN | P01206204 | PTIN |
| Phone | 2077721981 | PhoneNum |
| Preparation | 2020-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,615,902 | 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 | $17,016,438 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $140 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $140 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,598,359 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,629,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $329,160 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,614,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $329,300 | 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 | $2,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $603 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,808 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $103,522 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,761 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,761 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,905 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,681 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,681 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $116,518 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,448,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,448,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,565,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,506,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,049,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $276,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,247 | CashBOYAmt |
| Cash EOY | $202,673 | CashEOYAmt |
| Cash EOYFMV | $202,673 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,925 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,964 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,494 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,411,265 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $140,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $209,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,615,902 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $140,885 | CapitalStockBOYAmt |
| Capital Stock EOY | $209,131 | 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 | $140,885 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $209,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $140,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $209,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $140,885 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,049,869 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,190,754 | SubtotalAmt |
| Other Decreases | $16,981,623 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $209,131 | 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 | 2019-11-27 | SoldDt |
| Gross Sales Price | $329,793 | GrossSalesPriceAmt |
| Cost Or Other Basis | $633 | CostOrOtherBasisAmt |
| Gain Or Loss | $329,160 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $329,160 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $329,160 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,845,268 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,030,344 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.111599 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,425,044 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,128,784 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.251071 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,444,282 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,244,825 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.512264 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,733,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,819,691 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.117317 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,895,631 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,836,770 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070636 | DistributionYr5Rt |
| Total Distribution | 4.062887 | TotalDistributionRt |
| Average Distribution | 0.812577 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,733,938 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,846,689 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,769 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,849,458 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,506,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,769 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,769 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,769 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $151 | OverpaymentAmt |
| Applied To ES Tax | $151 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KENILWORTH INC | IndividualWithBooksNm |
| Phone | 2077757676 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 MONUMENT SQ SUITE 530 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PETER LUNDER | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | TREASURER & DIRECTOR | 4.00 | $0 | $0 | $0 |
| PAULA LUNDER | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | CHAIR & DIRECTOR | 4.00 | $0 | $0 | $0 |
| JOHN B EMORY | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KEVIN M GILLIS | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| STEVEN W LUNDER | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALAN E LUNDER | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARC F LUNDER | |||||||||
| KENILWORTH INC 2 MONUMENT SQ SUITE | 530 | PORTLAND | ME | 04101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARJORIE L GOLDY | |||||||||
| 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 | $103,522 | 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 | $4,739,938 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,090 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,806,028 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,806,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,090 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,733,938 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $236,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $236,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,769 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,769 | TotalTaxAmt |
| Distributable Before Adj | $233,928 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $233,928 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $233,928 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,506,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,506,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,769 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,504,031 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $233,928 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $557,364 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,142,471 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,153,497 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,768,507 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,499,573 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,121,412 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,506,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $233,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,272,872 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,394,284 | 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 | $557,364 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,836,920 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,142,471 | ExcessFromYear4Amt |
| Excess From Year3 | $12,153,497 | ExcessFromYear3Amt |
| Excess From Year2 | $15,768,507 | ExcessFromYear2Amt |
| Excess From Year1 | $14,499,573 | ExcessFromYear1Amt |
| Excess From Current Year | $15,272,872 | 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 L GOLDY | 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 (147 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AFRICA SCHOOLHOUSE | |||||||
| 1158 26TH STREET 427 | SANTA MONICA | CA | 90403 | PC | SCHOOL OF EDUCATION | $500 | |
| ALFOND BOYS & GIRLS CLUB - IMO JOHN PAUL JABAR | |||||||
| 126 NORTH ST | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $100 | |
| ALZHEIMER'S ASSOCIATION MAINE - IMO LEO FAMOLARE | |||||||
| 383 US ROUTE ONE 2C | SCARBOROUGH | ME | 04074 | PC | MEDICAL | $100 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||
| 57 W 57TH ST 904 | NEW YORK | NY | 10019 | PC | MEDICAL | $500 | |
| AMERICAN ALUMNI GLASGOW UNIVERSITY | |||||||
| 183 WOLF HARBOR | MILFORD | CT | 06461 | PC | WHISTLER CONSORTIUM | $105,408 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM - IN HONOR OF C GIGGLOTTI | |||||||
| 3300 PGA BLVD SUITE 970 | PALM BEACH GARDENS | FL | 33410 | PC | ANNUAL FUND | $2,500 | |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | PC | SCHOOL OF EDUCATION | $200 | |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60603 | PC | WHISTLER CONSORTIUM | $50,613 | |
| BABSON COLLEGE-PRESIDENT'S SOCIETY-PL AND PCL | |||||||
| PO BOX 57310 | BABSON PARK | MA | 024579985 | PC | SCHOOL OF EDUCATION | $2,000 | |
| BEST BUDDIES MAINE IHO RACHEL WILLIAMS | |||||||
| 100 SOUTHEAST SECOND ST SUITE 2200 | MIAMI | FL | 33131 | PC | ANNUAL FUND | $500 | |
| BETH ISRAEL CONGREGATION - DONATION KOL NIDRE AOOEAL | |||||||
| PO BOX 1882 | WATERVILLE | ME | 049031882 | PC | ANNUAL FUND | $3,000 | |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | BOSTON | MA | 02467 | PC | SCHOLARSHIP FUND | $50,312 | |
| CARRABASSETT VALLEY ACADEMY - LORING FUND | |||||||
| 3197 CARRABASSETT DRIVE | CARRABASSETT VALLEY | ME | 04947 | PC | SCHOOL OF EDUCATION | $100 | |
| CARROLL SCHOOL | |||||||
| 25 BAKER RIDGE ROAD | LINCOLN | MA | 01773 | PC | SCHOOL OF EDUCATION | $1,000 | |
| CEDARS NURSING CARE CENTER | |||||||
| 630 OCEAN AVE | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $100 | |
| CEDARS- IHO JUDY G LAUDER- HUMANITARIAN AWARD | |||||||
| 630 OCEAN AVE | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $250 | |
| CHILDREN'S MUSEUM OF MAINE | |||||||
| 142 FREE ST | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $100 | |
| CLARK ART INSTITUTE | |||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | PC | LUNDER CENTER | $644,850 | |
| COLBY COLLEGE - OFFICE OF RELIGIOUS & SPIRITUAL LIFE | |||||||
| MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | PC | SCHOOL OF EDUCATION | $100 | |
| COLBY COLLEGE MUSEUM | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $304,068 | |
| COLBY COLLEGE MUSEUM | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $303,664 | |
| COLBY COLLEGE MUSEUM | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $1,546,335 | |
| COLBY COLLEGE MUSEUM | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $752,728 | |
| COLBY COLLEGE MUSEUM | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $622,000 | |
| COLBY COLLEGE MUSEUM | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $953,813 | |
| COLBY COLLEGE MUSEUM | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $324,850 | |
| COLBY COLLEGE | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | ALUMNI FUND | $25,000 | |
| COLBY COLLEGE | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | CCMA ANNUAL FUNDING | $950,000 | |
| COLBY COLLEGE | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | DIRECTORS DISCRETIONARY FUND | $1,000 | |
| COLBY COLLEGE | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | FRIENDS OF THE ART | $1,000 | |
| COLBY COLLEGE | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | MUSIC FUND | $100 | |
| COLBY COLLEGE | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | SKOWHEGAN HONORS | $100,000 | |
| COLBY COLLEGE | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | WHISTLER CONSORTIUM | $20,000 | |
| COLBY COLLEGE | |||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | WHISTLER CURATOR | $300,000 | |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 133469989 | PC | SCHOOL OF EDUCATION | $2,500 | |
| CONGREGATION ETZ CHAIM | |||||||
| 267 CONGRESS STREET | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $100 | |
| CORNELL UNIVERSITY | |||||||
| PO BOX 37334 | BOONE | IA | 500370334 | PC | SCHOOL OF EDUCATION | $5,000 | |
| COUSE FOUNDATION | |||||||
| PO BOX 1436 | TAOS | NM | 87571 | PC | ANNUAL FUND | $284,345 | |
| CULTURAL COUNCIL OF PALM BEACH COUNTY | |||||||
| 601 LAKE AVE | LAKE WORTH | FL | 33460 | PC | ANNUAL FUND | $2,500 | |
| DEXTER HISTORICAL SOCIETY | |||||||
| PO BOX 481 | DEXTER | ME | 04930 | PC | ANNUAL FUND | $250 | |
| DEXTER PUBLIC HEALTH | |||||||
| PO BOX 185 | DEXTER | ME | 04930 | PC | ANNUAL FUND | $100 | |
| EAGLEBROOK SCHOOL | |||||||
| 271 PINE NOOK ROAD PO BOX 7 | DEERFIELD | MA | 01342 | PC | SCHOOL OF EDUCATION | $2,500 | |
| EDUCARE CENTRAL MAINE | |||||||
| C/O KVCAP FINANCE DEPT 97 WATER ST | WATERVILLE | ME | 04901 | PC | EDUCATIONAL PROGRAM | $100 | |
| EMILY SWARTZ SCHOLARSHIP FUND - IN HONOR OF ERIC SWARTZ | |||||||
| 9 BLUE HERON DRIVE | PLYMOUTH | MA | 02360 | PC | SCHOLARSHIP FUND | $500 | |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 024456919 | PC | ANNUAL FUND | $100 | |
| GEORGE WASHINGTON UNIVERSITY - GENE COHEN AWARD | |||||||
| PO BOX 98131 | WASHINGTON | DC | 200779756 | PC | SCHOOL OF EDUCATION | $250 | |
| GIFFORD YOUTH ACHIEVEMENT CENTER - IMO CECILY GLAVIN | |||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | PC | ANNUAL FUND | $50 | |
| GOOD SHEPHERD FOOD BANK - IHO JACK EMORY | |||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | PC | ANNUAL FUND | $10,000 | |
| GOOD SHEPHERD FOOD BANK | |||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | PC | ANNUAL FUND | $10,000 | |
| GREENWICH HISTORICAL SOCIETY - WEBSITEEXHIBITION | |||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | PC | ANNUAL FUND | $5,000 | |
| GULF OF MAINE RESEARCH INSTITUTE | |||||||
| PO BOX 7549 | PORTLAND | ME | 04112 | PC | LUNDER 21ST CENTURY FUND | $237,879 | |
| HEBREW SENIOR LIFE - IMO HELAINE BERENSON ALLEN | |||||||
| 1200 CENTRE STREET | ROSLINDALE | MA | 02131 | PC | ANNUAL FUND | $100 | |
| HEBREW SENIOR LIFE NURSING CAREER DEVELOPMENT PROGRAM | |||||||
| 1200 CENTRE STREET | ROSLINDALE | MA | 02131 | PC | ANNE LUNDER LELAND FUND | $330,000 | |
| 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 | |
| HEBRON ACADEMY | |||||||
| PO BOX 309 | HEBRON | ME | 042380309 | PC | PERMANENT ENDOWMENT FUND | $135,114 | |
| HOLDERNESS SCHOOL | |||||||
| CHAPEL LANE ROUTE 175 PO BOX 1879 | PLYMOUTH | NH | 03264 | PC | SCHOLARSHIP FUND | $2,000 | |
| HOLDERNESS SCHOOL | |||||||
| CHAPEL LANE ROUTE 175 PO BOX 1879 | PLYMOUTH | NH | 03264 | PC | SCHOLARSHIP FUND | $1,000 | |
| HOLLISTON HISTORIAL SOCIETY - IMO DANIEL MADES | |||||||
| 547 WASHINGTON ST | HOLLISTON | MA | 01746 | PC | ANNUAL FUND | $100 | |
| ILLUSTRATION INSTITUTE - PEAKS ISLAND | |||||||
| 2 UNION ST STE 400 | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $25,386 | |
| JARC FLORIDA - IMO JOHN A GOODMAN | |||||||
| 21160 95TH AVENUE SOUTH | BOCA RATON | FL | 33428 | PC | ANNUAL FUND | $100 | |
| JEWISH FEDERATION OF CENTRAL MASSACHUSETTS | |||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | PC | ANNUAL FUND | $500 | |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE 92ND ST | NEW YORK | NY | 10128 | PC | ANNUAL FUND | $100 | |
| KENNEBEC BEHAVIORAL HEALTH | |||||||
| KMHA FOUNDATION INC 67 EUSTIS | WATERVILLE | ME | 049015173 | PC | ANNUAL FUND | $250 | PARKWAY |
| LANDMARK SCHOOL | |||||||
| 429 HALE STREET PO BOX 227 | PRIDES CROSSING | MA | 01965 | PC | SCHOOL OF EDUCATION | $2,500 | |
| LESLEY UNIVERSITY | |||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | PC | ARTS CENTER CONSTRUCTION | $528,760 | |
| LESLEY UNIVERSITY | |||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | PC | LUNDER SCHOLARS ENDOWMENT | $115,090 | |
| LESLEY UNIVERSITY | |||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | PC | ANNUAL FUND | $1,000 | |
| LEVEY DAY SCHOOL | |||||||
| 400 DEERING AVE | PORTLAND | ME | 04103 | PC | SCHOOL OF EDUCATION | $2,500 | |
| LIFEFLIGHT'S CRITICAL CARE ACADEMY | |||||||
| PO BOX 899 | CAMDEN | ME | 04843 | PC | ANNUAL FUND | $48,856 | |
| LITERACY VOLUNTEERS - WATERVILLE ME | |||||||
| PO BOX 1645 | WATERVILLE | ME | 049031645 | PC | ANNUAL FUND | $100 | |
| MAINE BEHAVIORAL HEALTHCARE | |||||||
| 78 ATLANTIC PLACE | SOUTH PORTLAND | ME | 041062316 | PC | MEDICAL | $1,000 | |
| MAINE CHILDRENS HOME FOR LITTLE WANDERERS | |||||||
| 93 SILVER STREET | WATERVILLE | ME | 049015923 | PC | ANNUAL FUND | $250 | |
| MAINE COLLEGE OF ART - PORTEOUS SOCIETY | |||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | PC | SCHOOL OF EDUCATION | $2,000 | |
| MAINE COLLEGE OF ART | |||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | PC | CAPACITY BUILDING FUND | $100,526 | |
| MAINE COLLEGE OF ART | |||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | PC | INDIGO ARTS ALLIANCE | $10,000 | |
| MAINE COLLEGE OF ART | |||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | PC | LUNDER SCHOLARSHIP FUND | $634,850 | |
| MAINE IRISH HERITAGE CENTER- IHO GEORGE CAMPBELL | |||||||
| 34 GRAY ST | PORTLAND | ME | 04102 | PC | ANNUAL FUND | $1,000 | |
| MAINE JEWISH FILM FESTIVAL | |||||||
| PO BOX 7465 | PORTLAND | ME | 041127465 | PC | ANNUAL FUND | $15,131 | |
| MAINE JEWISH MUSEUM | |||||||
| 267 CONGRESS STREET | PORTLAND | ME | 04101 | PC | ART MUSEUM | $2,500 | |
| MAINE MEDICAL CENTER - IMO JOHN R DIMATTEO | |||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 041029954 | PC | MEDICAL | $100 | |
| MAINE MEDICAL CENTER - PRESIDENTS CIRCLE OF HOPE | |||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 041029954 | PC | MEDICAL | $5,000 | |
| MAINE PUBLIC BROADCASTING NETWORK | |||||||
| 1450 LISBON STREET | LEWISTON | ME | 04240 | PC | ANNUAL FUND | $240,056 | |
| MAINE PUBLIC BROADCASTING NETWORK | |||||||
| 1450 LISBON STREET | LEWISTON | ME | 04240 | PC | ANNUAL FUND | $1,200 | |
| MAINE PUBLIC BROADCASTING NETWORK | |||||||
| 1450 LISBON STREET | LEWISTON | ME | 04240 | PC | ANNUAL FUND | $189,340 | |
| MAINE SPORTS HALL OF FAME - IHO TIM WILSON | |||||||
| PO BOX 8554 | PORTLAND | ME | 041048554 | PC | ANNUAL FUND | $1,000 | |
| MASS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET STE 540 | BOSTON | MA | 02114 | PC | PLEDGE PAYMENT | $3,485,595 | |
| MASS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET STE 540 | BOSTON | MA | 02114 | PC | PLEDGE PAYMENT | $61,080 | |
| MASS GENERAL HOSPITAL- IMO GLORIA MCCARTHY | |||||||
| PO BOX 415062 | BOSTON | MA | 022415062 | PC | MEDICAL | $100 | |
| MASSACHUSETTS EYE AND EAR INFIRMARY | |||||||
| DEVELOPMENT OFFICE 243 CHARLES | BOSTON | MA | 02114 | PC | MEDICAL | $100 | STREET |
| MONHEGAN MUSEUM | |||||||
| 1 LIGHTHOUSE HILL | MONHEGAN | ME | 04852 | PC | ANNUAL FUND | $100 | |
| MORSELIFE HEALTH SYSTEM INC - IHO JEAN SHARF | |||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | PC | ANNUAL FUND | $1,000 | |
| MSPCC | |||||||
| DEVELOPMENT OFFICE 99 SUMMER ST | BOSTON | MA | 02110 | PC | ANNUAL FUND | $100 | |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | OLDENBURG SCULPTURE | $99,039 | |
| NATIONAL STROKE ASSOCIATION - IHO MOLLYE BLOCK | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | MEDICAL | $250 | |
| NORTON MUSEUM OF ART | |||||||
| 1451 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | PC | ART MUSEUM | $275,035 | |
| OPERA MAINE (FORMALLY PORTOPERA) | |||||||
| PO BOX 7733 | PORTLAND | ME | 04112 | PC | ANNUAL FUND | $2,500 | |
| PALM BEACH CHAPTER NSDAR - IHO CATHERINE BARRETT | |||||||
| 1776 D STREET NW | WASHINGTON | DC | 20006 | PC | ANNUAL FUND | $500 | |
| PALM BEACH OPERA | |||||||
| 415 SOUTH OLIVE AVE | WEST PALM BEACH | FL | 33401 | PC | ANNUAL FUND | $2,500 | |
| PALM BEACH SYMPHONY | |||||||
| PO BOX 2056 | PALM BEACH | FL | 33480 | PC | ANNUAL FUND | $5,000 | |
| PAN-MASS CHALLENGE IHO KATE O'HALLORAN | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | PC | ANNUAL FUND | $200 | |
| 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 TREE CAMP | |||||||
| PINE TREE CAMP APPEAL PO BOX 518 | BATH | ME | 04530 | PC | ANNUAL FUND | $100 | |
| PORTLAND CHAMBER MUSIC FESTIVAL | |||||||
| 211 MARGINAL WAY PO BOX 9715-277 | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $100 | |
| PORTLAND MUSEUM OF ART - FRIENDS OF THE COLLECTION | |||||||
| 7 CONGRESS STREET | PORTLAND | ME | 04101 | PC | ART MUSEUM | $500 | |
| PORTLAND MUSEUM OF ART - IMO ROSALYNE BERNSTEIN | |||||||
| 7 CONGRESS STREET | PORTLAND | ME | 04101 | PC | ART MUSEUM | $100 | |
| PORTLAND MUSEUM OF ART - PHOTOGRAPHY FUND | |||||||
| 7 CONGRESS STREET | PORTLAND | ME | 04101 | PC | ART MUSEUM | $1,000 | |
| PORTLAND MUSEUM OF ART | |||||||
| 7 CONGRESS STREET | PORTLAND | ME | 04101 | PC | ART MUSEUM | $10,000 | |
| PORTLAND MUSEUM OF ART | |||||||
| 7 CONGRESS STREET | PORTLAND | ME | 04101 | PC | ART MUSEUM | $250,126 | |
| PORTLAND MUSEUM OF ART- DIRECTORS CIRCLE | |||||||
| 7 CONGRESS STREET | PORTLAND | ME | 04101 | PC | ART MUSEUM | $1,500 | |
| PORTLAND SYMPHONY ORCHESTRA | |||||||
| 50 MONUMENT SQUARE PO BOX 3573 | PORTLAND | ME | 041043573 | PC | LUNDER MAINE MUSIC | $250,906 | |
| PORTLAND SYMPHONY ORCHESTRA | |||||||
| 50 MONUMENT SQUARE PO BOX 3573 | PORTLAND | ME | 041043573 | PC | ANNUAL FUND | $1,000 | |
| PREBLE STREET | |||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $200 | |
| RICHARD DAVID KANN MELANOMA FOUNDATION | |||||||
| 2751 S DIXIE HIGHWAY SUITE 2A | WEST PALM BEACH | FL | 33405 | PC | ANNUAL FUND | $500 | |
| RIVERS SCHOOL | |||||||
| 333 WINTER ST | WESTON | MA | 02493 | PC | ANNUAL FUND | $25,386 | |
| SEEDS OF PEACE | |||||||
| 183 POWHATAN RD | OTISFIELD | ME | 04270 | PC | ANNUAL FUND | $15,000 | |
| SHELBURNE MUSEUM - IHO JOHN WILMERDING | |||||||
| 6000 SHELBURNE RD | SHELBURNE | VT | 05482 | PC | ANNUAL FUND | $10,000 | |
| SKOWHEGAN SCHOOL OF ART | |||||||
| 136 WEST 22ND STREET | NEW YORK | NY | 10011 | PC | SCHOOL OF EDUCATION | $20,000 | |
| SMITHSONIAN AMERICAN ART MUSEUM - ARCHIVES OF AMERICAN ART | |||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | PC | ART MUSEUM | $2,500 | |
| SMITHSONIAN AMERICAN ART MUSEUM | |||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | PC | ART MUSEUM | $120,618 | |
| SMITHSONIAN AMERICAN ART MUSEUM | |||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | PC | ART MUSEUM | $10,000 | |
| SMITHSONIAN AMERICAN ART MUSEUM | |||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | PC | ART MUSEUM | $10,000 | |
| SOUTHERN MAINE HILLEL | |||||||
| JEWISH COMMUNITY ALLIANCE 57 | PORTLAND | ME | 04103 | PC | ANNUAL FUND | $100 | ASHMONT ST |
| ST JUDE'S CHILDREN'S HOSPITAL - IMO OLIVER FRANKOWSKI | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | MEDICAL | $100 | |
| STRIVE | |||||||
| 28 FODEN RD | SOUTH PORTLAND | ME | 04106 | PC | ANNUAL FUND | $100,406 | |
| SUSAN L CURTIS FOUNDATION | |||||||
| 1321 WASHINGTON AVE SUITE 104 | PORTLAND | ME | 04103 | PC | ANNUAL FUND | $100 | |
| THOMAS COLE NATIONAL HISTORIC SITE - EXHIBITION | |||||||
| 218 SPRING ST | CATSKILL | NY | 12414 | PC | ANNUAL FUND | $5,000 | |
| THOMAS COLLEGE | |||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | PC | THOMAS COLLEGE GOLF | $116,427 | |
| THOMAS COLLEGE | |||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | PC | LUNDER SCHOLARS FUND | $10,057 | |
| THOMAS COLLEGE | |||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | PC | MAINE CENTER FOR INNOVATION & EDUCATION | $200,212 | |
| TOWN OF PALM BEACH UNITED WAY- IMO ROBIN B MARTIN | |||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | PC | ANNUAL FUND | $100 | |
| TUFTS UNIVERSITY | |||||||
| PACKARD HALL | MEDFORD | MA | 02155 | PC | SCHOOL OF EDUCATION | $1,000 | |
| TWO TEN FOOTWEAR FOUNDATION | |||||||
| 1466 MAIN STREET | WALTHAM | MA | 02451 | PC | ANNUAL FUND | $50,290 | |
| UCSF FOUNDATION FOR THE COORDINATING CENTER | |||||||
| UCSF BOX 0248 | SAN FRANCISCO | CA | 94143 | PC | ANNUAL FUND | $20,244 | |
| UNITED WAY OF MID MAINE INC | |||||||
| 105 KENNEDY MEMORIAL DRIVE | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $500 | |
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||
| 1938 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | PC | SCHOOL OF EDUCATION | $100 | |
| UNIVERSITY OF NEW ENGLAND ART GALLERY | |||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | PC | ANNUAL FUND | $100 | |
| USM | |||||||
| PO BOX 9300 | PORTLAND | ME | 04104 | LUNDER SCHOLARSHIP FUND | $250,905 | ||
| VIETNAM VETERANS MEMORIAL FUND | |||||||
| NATIONAL PROCESSING CENTER PO BOX | WASHINGTON | DC | 200906764 | PC | ANNUAL FUND | $100 | 96764 |
| WATERVILLE CREATES | |||||||
| 10 WATER ST 106 | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $1,000 | |
| WATERVILLE HISTORICAL SOCIETY | |||||||
| 62 SILVER ST UNIT B | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $100 | |
| WATERVILLE OPERA HOUSE | |||||||
| 93 MAIN STREET | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $100 | |
| WELLESLEY STUDENTS AID SOCIETY - IMO HAROLD CLARK | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 024818203 | PC | SCHOOL OF EDUCATION | $100 | |
| WEST PALM BEACH LIBRARY FOUNDATION | |||||||
| 411 CLEMATIS ST 3RD FLOOR | WEST PALM BEACH | FL | 33401 | PC | ANNUAL FUND | $100 | |
| WGBH | |||||||
| PO BOX 200 | BOSTON | MA | 021340002 | PC | ANNUAL FUND | $250 | |
| WXEL TV | |||||||
| PO BOX 6607 | WEST PALM BEACH | FL | 33405 | PC | ANNUAL FUND | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,448,550 | 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 | $140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,598,359 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,598,499 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,598,499 | 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 | $7,601,688 | Yes (X) |
| PETER LUNDER | ||||||
| 2 | KENILWORTH TWO MONUMENT SQ STE 530 | PORTLAND | ME | 04101 | $9,414,750 | 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 | $7,601,688 | 2019-01-02 |
| 2 | 30 SHARES OF BERKSHIRE HATHAWAY CLASS A STOCK | $9,414,750 | 2019-10-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990PF PREPARATION | CategoryTxt |
| Amt | $2,410 | Amt |
| Net Investment Income | $603 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,808 | 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 | $15,299,599 | GrossSalesPriceAmt |
| Basis | $30,400 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $15,269,199 | 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 | $3,798 | $2,037,540 |
| BERKSHIRE HATHAWAY-CL B | $696 | $373,725 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICLY TRADED SECURITIES CARRYING VALUE REDUCTION TO DONOR'S BASIS | Desc |
| Amt | $16,981,623 | 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 | $4,646 | $0 | $4,646 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - KENILWORTH | CategoryTxt |
| Amt | $103,522 | Amt |
| Net Investment Income | $51,761 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $51,761 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $5,905 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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