LUNDER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LUNDER FOUNDATION (EIN 01-0437556)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201711319349100316
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T07:39:35-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | JOHN B EMORY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2077757676 | PhoneNum |
| Signature | 2017-05-08 | 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 | 2017-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.49.137.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-08 | IPDt |
| IP Tm | 14:05:11 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A8E483F731AB2FBA53C82B053C53CCBC477E4504 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A9D160747F4E510196FA33A8259354FCABF920A1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,138,101 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,630,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,660,858 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,107,635 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,052 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,633,472 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,107,651 | 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 | $1,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $431 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,294 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,760 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,380 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,380 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $639 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $639 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,909 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,909 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,033 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,222 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,414,788 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,414,788 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,489,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,455,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $143,651 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,072,840 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,615 | CashBOYAmt |
| Cash EOY | $205,710 | CashEOYAmt |
| Cash EOYFMV | $205,710 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,803 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,803 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $70,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,014 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,930,588 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $103,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $247,527 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,138,101 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $103,876 | CapitalStockBOYAmt |
| Capital Stock EOY | $247,527 | 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 | $103,876 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $247,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,876 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $247,527 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,876 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $143,651 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $247,527 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $247,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,110,086 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,451 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,107,635 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,107,635 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,107,635 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,733,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,819,691 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.117317 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,895,631 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,836,770 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070636 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,850,468 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,566,012 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089977 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,857,836 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,701,354 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104954 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,812,427 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,673,451 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097059 | DistributionYr5Rt |
| Total Distribution | 0.479943 | TotalDistributionRt |
| Average Distribution | 0.095989 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,244,825 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,519,215 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,728 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,529,943 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,455,010 | 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 | $10,728 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,728 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,728 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $320 | TotalPaymentsAndCreditsAmt |
| Tax Due | $10,408 | 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 |
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 | PAST PRESIDENT | 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 | $68,760 | 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 | $26,530,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,644,492 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,644,492 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $399,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,244,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,312,241 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,312,241 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,728 | TotalTaxAmt |
| Distributable Before Adj | $1,301,513 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,301,513 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,301,513 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,455,010 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,455,010 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,728 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,444,282 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,301,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $880,792 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $974,778 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $823,271 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $557,364 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,142,471 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,378,676 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,455,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,301,513 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,153,497 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,532,173 | 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 | $880,792 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,651,381 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $974,778 | ExcessFromYear4Amt |
| Excess From Year3 | $823,271 | ExcessFromYear3Amt |
| Excess From Year2 | $557,364 | ExcessFromYear2Amt |
| Excess From Year1 | $2,142,471 | ExcessFromYear1Amt |
| Excess From Current Year | $12,153,497 | 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 (143 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABBY'S HOUSE | ||||||
| 52 HIGH STREET | WORCESTER | MA | 016092499 | PC | ANNUAL FUND | $100 |
| AIDA - ASSOCIATION OF ISRAEL'S DECORATIVE ARTS | ||||||
| 100 WORTH AVE APT 713 | PALM BEACH | FL | 33480 | PC | ANNUAL FUND | $100 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 3300 PGA BLVD SUITE 970 | PALM BEACH GARDENS | FL | 33410 | PC | IN HONOR OF C. GIGGLOTTI | $2,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 3301 PGA BLVD SUITE 970 | PALM BEACH GARDENS | FL | 33411 | PC | IN HONOR OF C. GIGGLOTTI | $2,000 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||
| 545 FIFTH AVE SUITE 920 | NEW YORK | NY | 10017 | PC | ART MUSEUM | $1,000 |
| AMERICAN UNIVERSITY | ||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | PC | SCHOOL OF EDUCATION | $200 |
| ART INSTITUTE OF CHICAGO | ||||||
| 116 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60603 | PC | WHISTLER CONSORTIUM | $74,778 |
| BABSON COLLEGE | ||||||
| PO BOX 57310 | BABSON PARK | MA | 024579985 | PC | SCHOOL OF EDUCATION | $2,000 |
| BETH ISRAEL CONGREGATION | ||||||
| PO BOX 1882 | WATERVILLE | ME | 049031882 | PC | ANNUAL FUND IN MEMORY OF BURTON SHIRO | $100 |
| BETH ISRAEL CONGREGATION | ||||||
| PO BOX 1882 | WATERVILLE | ME | 049031882 | PC | ANNUAL FUND | $2,500 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||
| PO BOX 9002 | BOSTON | MA | 022059002 | PC | IN HONOR OR ROBERT & PHYLLIS SAGE | $500 |
| BOSTON COLLEGE | ||||||
| 140 COMMONWEALTH AVENUE | BOSTON | MA | 02467 | PC | SCHOOL OF EDUCATION | $25,965 |
| BOYS & GIRLS CLUB AT ALFOND YOUTH CENTER | ||||||
| 126 NORTH STREET | WATERVILLE | ME | 04902 | PC | ANNUAL FUND IN MEMORY OF L. SAULTER | $100 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 60 EAST 56TH ST 8TH FLOOR | NEW YORK | NY | 10022 | PC | ANNUAL FUND | $1,000 |
| BRIGHAM & WOMEN'S HOSPITAL | ||||||
| 116 HUNTINGTON AVE 3RD FLOOR | BOSTON | MA | 02116 | PC | IN MEMORY OF JEROME LUNDER | $100 |
| CARRABASSETT VALLEY ACADEMY | ||||||
| 3197 CARRABASSETT DRIVE | CARRABASSETT VALLEY | ME | 04947 | PC | SCHOOL OF EDUCATION - LORING FUND | $100 |
| CARROLL SCHOOL | ||||||
| 25 BAKER RIDGE ROAD | LINCOLN | MA | 01773 | PC | SCHOOL OF EDUCATION | $2,500 |
| CHARLIE RUSSELL RIDER'S FOUNDATION | ||||||
| PO BOX 1284 | BIGFORK | MT | 599111284 | PC | ANNUAL FUND - IN MEMORY OF STEVE ROSE | $100 |
| 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 | INTERNSHIP PROGRAM | $201,898 |
| CLARK ART INSTITUTE | ||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | PC | LUNDER CENTER | $100,000 |
| COLBY COLLEGE MUSEUM | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $865,620 |
| COLBY COLLEGE MUSEUM | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $113,860 |
| COLBY COLLEGE MUSEUM | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $1,074,900 |
| COLBY COLLEGE MUSEUM | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $246,468 |
| COLBY COLLEGE MUSEUM | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $651,150 |
| COLBY COLLEGE MUSEUM | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $244,443 |
| COLBY COLLEGE MUSEUM | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $441,800 |
| COLBY COLLEGE | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $400,000 |
| 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 |
| COLBY COLLEGE | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | WHISTLER CURATOR GRANT | $25,000 |
| COLBY COLLEGE | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | DIRECTOR'S DESCRETIONARY FUND | $1,000 |
| COLBY COLLEGE | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | FRIENDS OF ART | $1,000 |
| COLBY COLLEGE | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER COLLECTION ENDOWMENT | $245,035 |
| COLBY COLLEGE | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | MUSEUM FUND | $10,000 |
| COLBY COLLEGE | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | MUSIC FUND | $100 |
| COLBY COLLEGE | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | WILLIAM ADAMS SCHOLARSHIP FUND | $66,667 |
| COLBY COLLEGE | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | SCHOOL OF EDUCATION - IN MEMORY OF GLENYCE MILLER KAPLAN | $100 |
| COLBY COLLEGE | ||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | LUNDER ART PURCHASE FUND | $400,000 |
| COLGATE UNIVERSITY | ||||||
| 13 OAK DRIVE | HAMILTON | NY | 133469989 | PC | SCHOOL OF EDUCATION | $2,500 |
| CONGREGATION B'NAI SHALOM | ||||||
| 117 EAST MAIN ST | WESTBOROUGH | MA | 01581 | PC | ANNUAL FUND | $500 |
| CONGREGATION ETZ CHAIM | ||||||
| 267 CONGRESS STREET | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $100 |
| CULTURAL COUNCIL OF PALM BEACH COUNTY | ||||||
| 601 LAKE AVE | LAKE WORTH | FL | 33460 | PC | ANNUAL FUND | $2,000 |
| CURE ALZHEIMER'S FUND | ||||||
| 34 WASHINGTON ST STE 200 | WELLESLEY | MA | 02481 | PC | IN MEMORY OF MURIEL KAPLAN | $100 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | PC | BRIDGE PROJECT - DR. LIVINGSTON | $125,000 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | PC | LUNDER LEUKEMIA RESEARCH FUND | $307,280 |
| DENVER CHILDREN'S HOME | ||||||
| 1501 ALBION STREET | DENVER | CO | 80220 | PC | ANNUAL FUND | $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 | $50 |
| EDUCARE CENTRAL MAINE | ||||||
| 56 DRUMMOND AVENUE | WATERVILLE | ME | 04901 | PC | EDUCATIONAL PROGRAM | $100 |
| FACING HISTORY AND OURSELVES | ||||||
| 16 HURD ROAD | BROOKLINE | MA | 024456919 | PC | ANNUAL FUND | $100 |
| FRIENDS OF ISRAEL ANTIQUITIES | ||||||
| 51 WEST 52ND STREET | NEW YORK | NY | 10019 | PC | DEAD SEA SCROLLS | $372,771 |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||
| PO BOX 7549 | PORTLAND | ME | 04112 | PC | LUNDER 21ST CENTURY - OPERATION EXPENSES | $30,000 |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||
| PO BOX 7549 | PORTLAND | ME | 04112 | PC | LUNDER 21ST CENTURY - OPERATION EXPENSES | $238,014 |
| HARVARD UNIVERSITY ART MUSEUMS | ||||||
| 32 QUINCY ST | CAMBRIDGE | MA | 021389859 | PC | ANNUAL FUND | $100 |
| HEAR ME NOW | ||||||
| PO BOX 896 | PORTLAND | ME | 04104 | PC | IN HONOR OF SOPHIA SOLARI'S BAT MITZVAH | $500 |
| HEBREW SENIOR LIFE | ||||||
| 1200 CENTRE STREET | ROSLINDALE | MA | 02131 | PC | NURSING PROGRAM | $66,767 |
| HEBRON ACADEMY | ||||||
| PO BOX 309 | HEBRON | ME | 042380309 | PC | PERMANENT ENDOWMENT INITIATIVE | $102,021 |
| HEBRON ACADEMY | ||||||
| PO BOX 309 | HEBRON | ME | 042380309 | PC | SCHOOL OF EDUCATION | $50 |
| HEBRON ACADEMY | ||||||
| PO BOX 309 | HEBRON | ME | 042380309 | PC | SCHOOL OF EDUCATION | $1,000 |
| HOLDERNESS SCHOOL | ||||||
| 33 CHAPEL LANE | HOLDERNESS | NH | 03245 | PC | SCHOOL OF EDUCATION | $1,000 |
| HOLDERNESS SCHOOL | ||||||
| 33 CHAPEL LANE | HOLDERNESS | NH | 03245 | PC | SCHOOL OF EDUCATION | $1,000 |
| HORIZONS FOR HOMELESS CHILDREN | ||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | PC | ANNUAL FUND | $100 |
| HOSPICE VOLUNTEERS OF WATERVILLE AREA | ||||||
| 304 MAIN STREET | WATERVILLE | ME | 049030200 | PC | MEDICAL | $1,000 |
| HUDSON RIVER MUSEUM | ||||||
| 511 WARBURTON AVE | YONKERS | NY | 10701 | PC | ART MUSEUM - IN HONOR OF JAN ADELSON | $1,000 |
| JACKSON LABORATORY | ||||||
| 610 MAIN STREET | BAR HARBOR | ME | 04609 | PC | ANNUAL FUND | $250 |
| JEWISH COMMUNITY ALLIANCE | ||||||
| 57 ASHMONT STREET | PORTLAND | ME | 04103 | PC | SOUTHERN MAINE HILLEL | $100 |
| JEWISH FEDERATION OF CENTRAL MASSACHUSETTS | ||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | PC | ANNUAL FUND | $500 |
| KAPLAN FAMILY HOSPICE HOUSE | ||||||
| 75 SYLVAN ST B-102 | DANVERS | MA | 01923 | PC | IN MEMORY OF LOUIS ISENBERG | $100 |
| KENNEBEC BEHAVIORAL HEALTH | ||||||
| 67 EUSTIS PARKWAY | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $250 |
| KRAVIS CENTER | ||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | PC | ANNUAL FUND | $1,000 |
| LABOURE COLLEGE | ||||||
| 303 ADAMS ST | MILTON | MA | 02186 | PC | SCHOOL OF EDUCATION - IN HONOR OF JIM & DOLLY DINEEN | $500 |
| LESLEY UNIVERSITY | ||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | PC | ARTS CENTER CONSTRUCTION | $500,000 |
| LESLEY UNIVERSITY | ||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | PC | IRVING PENN CHALLENGE | $50,000 |
| LESLEY UNIVERSITY | ||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | PC | LUNDER SCHOLARS ENDOWMENT | $122,637 |
| LESLEY UNIVERSITY | ||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | PC | ANNUAL FUND - PCL | $1,000 |
| LEVEY DAY SCHOOL | ||||||
| 400 DEERING AVE | PORTLAND | ME | 04103 | PC | SCHOOL OF EDUCATION | $2,500 |
| LITERACY VOLUNTEERS OF WATERVILLE ME | ||||||
| PO BOX 1645 | WATERVILLE | ME | 049031645 | PC | ANNUAL FUND | $100 |
| LOOMIS CHAFFEE SCHOOL | ||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | PC | SCHOOL OF EDUCATION | $5,023 |
| MAINE CHILDRENS 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 | SCHOOL OF EDUCATION | $2,000 |
| MAINE JEWISH FILM FESTIVAL | ||||||
| PO BOX 7465 | PORTLAND | ME | 041127465 | PC | ANNUAL FUND | $5,616 |
| MAINE JEWISH MUSEUM | ||||||
| 267 CONGRESS STREET | PORTLAND | ME | 04101 | PC | IN HONOR OF CHARLIE & ELLIE MILLER | $500 |
| MAINE MEDICAL CENTER | ||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 041029954 | PC | MEDICAL | $5,000 |
| MAINE PUBLIC BROADCASTING | ||||||
| 1450 LISBON STREET | LEWISTON | ME | 04240 | PC | ANNUAL FUND - BEACON SOCIETY | $1,200 |
| MAINE PUBLIC BROADCASTING | ||||||
| 1450 LISBON STREET | LEWISTON | ME | 04240 | PC | ANNUAL FUND | $300,699 |
| MAINE SPORTS HALL OF FAME | ||||||
| PO BOX 8554 | PORTLAND | ME | 041048554 | PC | ANNUAL FUND | $100 |
| MAKE A WISH FOUNDATION | ||||||
| 1 BULLFINCH PLACE SUITE 201 | BOSTON | MA | 02114 | PC | ANNUAL FUND - IN MEMORY OF RICHARD LISSON | $100 |
| MASS GENERAL HOSPITAL | ||||||
| 125 NASHUA STREET STE 540 | BOSTON | MA | 02114 | PC | PLEDGE PAYMENT | $3,573,764 |
| MASS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | ||||||
| 99 SUMMER STREET | BOSTON | MA | 02110 | PC | ANNUAL FUND | $100 |
| MASSACHUSETTS HISTORICAL SOCIETY | ||||||
| 1154 BOYLSTON STREET | BOSTON | MA | 022153695 | PC | ANNUAL FUND | $150 |
| MID MAINE HOMELESS SHELTER | ||||||
| 19 COLBY STREET | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $78,789 |
| MUSEUM OF FINE ARTS BOSTON | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | LUNDER STUDENT MEMBERSHIP PROGRAM | $216,140 |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53RD ST | NEW YORK | NY | 10019 | PC | ANNUAL FUND | $1,000 |
| MUSICIAN AID SOCIETY OF NEW YORK | ||||||
| 111 JOHN ST STE 230 | NEW YORK | NY | 10038 | PC | ANNUAL FUND | $500 |
| NATIONAL PARKINSON FOUNDATION | ||||||
| 200 SE FIRST ST STE 800 | MIAMI | FL | 33131 | PC | ANNUAL FUND - IN MEMORY OF PHILIP ARONSON | $100 |
| 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 | $100 |
| PENN MEDICINE DEVELOPMENT | ||||||
| 3535 MARKET ST STE 750 | PHILADELPHIA | PA | 19104 | PC | IN MEMORY OF JEROME FISHER | $1,000 |
| PERLMAN MUSIC PROGRAM | ||||||
| 19 WEST 69TH ST STE 304 | NEW YORK | NY | 10023 | PC | EDUCATIONAL PROGRAM | $1,000 |
| PINE TREE SOCIETY | ||||||
| 149 FRONT STREET | BATH | ME | 04530 | PC | PINE TREE CAMP APPEAL | $100 |
| PORTLAND CHAMBER MUSIC FESTIVAL | ||||||
| 211 MARGINAL WAY | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $100 |
| PORTLAND COMMUNITY SQUASH | ||||||
| PO BOX 10412 | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $25,596 |
| PORTLAND MUSEUM OF ART | ||||||
| 7 CONGRESS ST | PORTLAND | ME | 04101 | PC | FRIENDS OF THE COLLECTION | $500 |
| PORTLAND MUSEUM OF ART | ||||||
| 7 CONGRESS ST | PORTLAND | ME | 04101 | PC | HOMER STUDIO CAMPAIGN | $137,510 |
| PORTLAND MUSEUM OF ART | ||||||
| 7 CONGRESS ST | PORTLAND | ME | 04101 | PC | PHOTOGRAPHY FUND | $1,000 |
| PORTLAND MUSEUM OF ART | ||||||
| 7 CONGRESS ST | PORTLAND | ME | 04101 | PC | DIRECTORS CIRCLE | $1,500 |
| PORTLAND MUSUEM OF ART | ||||||
| 7 CONGRESS ST | PORTLAND | ME | 04101 | PC | WOMEN MODERNISTS IN NEW YORK | $10,000 |
| PORTLAND SYMPHONY ORCHESTRA | ||||||
| PO BOX 3573 | PORTLAND | ME | 041043573 | PC | ANNUAL FUND | $1,000 |
| PORTOPERA | ||||||
| PO BOX 7733 | PORTLAND | ME | 04112 | PC | ANNUAL FUND | $1,500 |
| PREBLE STREET | ||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $100 |
| RICHARD DAVID KANN MELANOMA FOUNDATION | ||||||
| 2751 S DIXIE HIGHWAY SUITE 2A | WEST PALM BEACH | FL | 33405 | PC | ANNUAL FUND | $500 |
| SKOWHEGAN SCHOOL OF ART | ||||||
| 136 WEST 22ND ST | NEW YORK | NY | 10011 | PC | SCHOOL OF EDUCATION | $1,000 |
| SKOWHEGAN SCHOOL OF ART | ||||||
| 136 WEST 22ND ST | NEW YORK | NY | 10011 | PC | SCHOOL OF EDUCATION | $100 |
| SMITHSONIAN INSTITUTION | ||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | PC | FREER SACKLER LUNDER AMERICAN ART CURATOR | $313,368 |
| SMITHSONIAN INSTITUTION | ||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | PC | AMERICAN ART MUSEUM - IN MEMORY OF STEPHEN MAY | $100 |
| SMITHSONIAN INSTITUTION - SAAM | ||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | PC | ACQUISTION OF VILLAREAL'S VOLUME (RENWICK) | $112,500 |
| SMITHSONIAN INSTITUTION - SAAM | ||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | PC | M. PURYEAR: MULTIPLE DIMENSIONS EXHIBITION | $10,000 |
| SMITHSONIAN INSTITUTION FREER GALLERY | ||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | PC | WHISTLER CONSORTIUM | $10,000 |
| SPRING HARBOR HOSPITAL | ||||||
| 123 ANDOVER RD | WESTBROOK | ME | 04092 | PC | PLEDGE PAYMENT | $253,142 |
| STRIVE U | ||||||
| 28 FODEN RD | SOUTH PORTLAND | ME | 04106 | PC | PLEDGE PAYMENT | $118,552 |
| SUSAN L CURTIS FOUNDATION | ||||||
| PO BOX 821 | PORTLAND | ME | 04104 | PC | ANNUAL FUND | $50 |
| SYLVESTER COMPREHENSIVE CANCER CENTER | ||||||
| PO BOX 016960 M-867 | MIAMI | FL | 33101 | PC | IN MEMORY OF SUSAN MILLER | $100 |
| TEMPLE SHALOM | ||||||
| 74 BRADMAN ST | AUBURN | ME | 04210 | PC | ANNUAL FUND - IN MEMORY OF MORRIS SILVERMAN | $50 |
| TENACRE COUNTRY DAY SCHOOL | ||||||
| 78 BENVENUE STREET | WELLESLEY | MA | 02482 | PC | SCHOOL OF EDUCATION | $2,500 |
| THOMAS COLLEGE | ||||||
| 180 WEST RIVER RD | WATERVILLE | ME | 04901 | PC | GOLF TOURNAMENT FUNDRAISING MATCH PAYMENT | $61,741 |
| THOMAS COLLEGE | ||||||
| 180 WEST RIVER RD | WATERVILLE | ME | 04901 | PC | MAINE CENTER FOR INNOVATION & EDUCATION | $370,539 |
| TUFTS UNIVERSITY | ||||||
| 419 BOSTON AVENUE | MEDFORD | MA | 02155 | PC | SCHOOL OF EDUCATION | $2,500 |
| TWO TEN FOOTWEAR FOUNDATION | ||||||
| 1466 MAIN STREET | WALTHAM | MA | 02451 | PC | PLEDGE PAYMENT | $51,544 |
| UNITED WAY OF MID-MAINE INC | ||||||
| PO BOX 91 | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $1,000 |
| UNIVERSITY OF NEW ENGLAND ART GALLERY | ||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | PC | ANNUAL FUND | $100 |
| VIETNAM VETERANS MEMORIAL FUND | ||||||
| 1235 S CLARK STREET | ARLINGTON | VA | 22202 | PC | ANNUAL FUND | $100 |
| WATERVILLE HISTORICAL SOCIETY | ||||||
| 62 SILVER ST UNIT B | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $100 |
| WATERVILLE OPERA HOUSE & ARTSPACE | ||||||
| 93 MAIN ST THIRD FLOOR | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $100 |
| WEILL CORNELL MEDICAL COLLEGE | ||||||
| 1300 YORK AVE BOX 314 | NEW YORK | NY | 10065 | PC | IN MEMORY OF RICHARD SWARTZ | $100 |
| WEST PALM BEACH LIBRARY FOUNDATION | ||||||
| 411 CLEMATIS ST 3RD FLOOR | WEST PALM BEACH | FL | 33401 | PC | ANNUAL FUND | $100 |
| WESTBOROUGH EDUCATION FOUNDATION | ||||||
| PO BOX 59 | WESTBOROUGH | MA | 01581 | PC | EDUCATIONAL PROGRAM | $250 |
| WESTBOROUGH FOOD PANTRY | ||||||
| 34 WEST MAIN ST | WESTBOROUGH | MA | 01581 | PC | ANNUAL FUND | $250 |
| WGBH | ||||||
| PO BOX 200 | BOSTON | MA | 021340002 | PC | ANNUAL FUND | $250 |
| WHITNEY MUSEUM | ||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | PC | LUNDER CONSERVATION/LAB | $252,164 |
| WILLIAMSTOWN ART CONSERVATION CENTER | ||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | PC | ART MUSEUM | $20,327 |
| WXEL TV | ||||||
| PO BOX 6607 | WEST PALM PEACH | FL | 33405 | PC | ANNUAL FUND | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,414,788 | 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 | $16 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,630,404 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,633,472 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,633,472 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990PF PREPARATION | CategoryTxt |
| Amt | $1,725 | Amt |
| Net Investment Income | $431 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,294 | 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 | AssetDesc |
| How Acquired | DONATED | HowAcquiredTxt |
| Gross Sales Price | $12,550,772 | GrossSalesPriceAmt |
| Basis | $28,003 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $12,522,769 | 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 | $39,700 | $19,773,801 |
| BERKSHIRE HATHAWAY-CL B | $314 | $156,787 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES | $35 | $0 | $35 |
| OFFICE EXPENSE | $3,874 | $0 | $3,874 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $3,052 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,052 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - KENILWORTH | CategoryTxt |
| Amt | $68,760 | Amt |
| Net Investment Income | $34,380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,380 | DisbursementsCharitablePrpsAmt |
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