LUNDER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LUNDER FOUNDATION (EIN 01-0437556)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201611349349101061
- Schema version
- 2015v2.1
- 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
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T09:57:56-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-09 | 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 | 2016-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,471,181 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,664,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,672,975 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,751 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,664,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,757 | 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 | $1,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $417 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,248 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,039 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,520 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,519 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,657 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,286 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,286 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,053 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,698,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,698,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,769,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,733,228 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$105,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,820 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $128,457 | CashBOYAmt |
| Cash EOY | $31,615 | CashEOYAmt |
| Cash EOYFMV | $31,615 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,792 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,792 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $79,407 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,469 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,437,774 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $209,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,471,181 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $209,656 | CapitalStockBOYAmt |
| Capital Stock EOY | $103,876 | 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 | $209,656 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $209,656 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $209,656 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$105,780 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $103,876 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,876 | 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 | $52,883 | GrossSalesPriceAmt |
| Cost Or Other Basis | $132 | CostOrOtherBasisAmt |
| Gain Or Loss | $52,751 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $52,751 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,751 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,895,631 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,836,770 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070636 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,850,468 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,566,012 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089977 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,857,836 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,701,354 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104954 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,812,427 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,673,451 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.097059 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,634,274 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,436,484 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079968 | DistributionYr5Rt |
| Total Distribution | 0.442594 | TotalDistributionRt |
| Average Distribution | 0.088519 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,819,691 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,816,647 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $228 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,816,875 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,733,228 | 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 | $228 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $228 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $228 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,372 | OverpaymentAmt |
| Applied To ES Tax | $320 | AppliedToESTaxAmt |
| Refund | $3,052 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 | PRESIDENT | 4.00 | $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 | $59,039 | 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 | $32,218,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,304,255 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,304,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $484,564 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,819,691 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,590,985 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,590,985 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $228 | TotalTaxAmt |
| Distributable Before Adj | $1,590,757 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,590,757 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,590,757 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,733,228 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,733,228 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $228 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,733,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,590,757 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $614,352 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $880,792 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $974,778 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $823,271 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $557,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,850,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,733,228 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,590,757 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,142,471 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,993,028 | 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 | $614,352 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,378,676 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $880,792 | ExcessFromYear4Amt |
| Excess From Year3 | $974,778 | ExcessFromYear3Amt |
| Excess From Year2 | $823,271 | ExcessFromYear2Amt |
| Excess From Year1 | $557,364 | ExcessFromYear1Amt |
| Excess From Current Year | $2,142,471 | 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 (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 211 HELPLINE | ||||||||||||
| PO BOX 3588 | LANTANA | FL | 33465 | PC | ANNUAL FUND | $100 | ||||||
| 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 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 | ||||||
| ARC OF THE GLADES | ||||||||||||
| 4250 NW 16TH STREET | BELLE GLAD | FL | 33430 | PC | ANNUAL FUND | $15,000 | ||||||
| BABSON COLLEGE | ||||||||||||
| PO BOX 57310 | BABSON PARK | MA | 024579985 | PC | SCHOOL OF EDUCATION | $2,000 | ||||||
| BARD GRADUATE CENTER - DECORATIVE ARTS DESIGN HISTORY | ||||||||||||
| 18 WEST 86TH STREET | NEW YORK | NY | 10024 | PC | SCHOOL OF EDUCATION | $1,000 | ||||||
| BEAVER COUNTRY DAY SCHOOL | ||||||||||||
| 791 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | PC | SCHOOL OF EDUCATION | $2,500 | ||||||
| BETH ISRAEL CONGREGATION | ||||||||||||
| PO BOX 1882 | WATERVILLE | ME | 049031882 | PC | ANNUAL FUND | $3,000 | ||||||
| BOYS & GIRLS CLUB | ||||||||||||
| ALFOND YOUTH CENTER 126 NORTH ST | WATERVILLE | ME | 04901 | PC | ANNUAL FUND - IN MEMORY OF RUDOLPH HIKEL | $100 | ||||||
| BOYS & GIRLS CLUB | ||||||||||||
| ALFOND YOUTH CENTER 126 NORTH ST | WATERVILLE | ME | 04901 | PC | ANNUAL FUND IN MEMORY OF K. POWELL | $500 | ||||||
| BOYS & GIRLS CLUB | ||||||||||||
| ALFOND YOUTH CENTER 126 NORTH ST | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $500 | ||||||
| BREAST CANCER RESEARCH FOUNDATION | ||||||||||||
| 60 EAST 56TH ST - 8TH FLOOR | NEW YORK | NY | 10022 | PC | ANNUAL FUND | $1,000 | ||||||
| CARRABASSETT VALLEY ACADEMY | ||||||||||||
| 3197 CARRABASSETT DRIVE | CARRABASSETT VALLEY | ME | 04947 | PC | SCHOOL OF EDUCATION - LORING FUND | $100 | ||||||
| CEDARS NURSING CARE CENTER | ||||||||||||
| PO BOX 466 | PORTLAND | ME | 041120466 | PC | ANNUAL FUND | $100 | ||||||
| CHILDREN'S MUSEUM OF MAINE | ||||||||||||
| 142 FREE ST | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $100 | ||||||
| CLASSICAL SOUTH FLORIDA | ||||||||||||
| PO BOX 1628 | FORT LAUDERDALE | FL | 333021628 | PC | ANNUAL FUND | $100 | ||||||
| COLBY COLLEGE | ||||||||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | SCHOOL OF EDUCATION - IN MEMORY OF DAVID SORTER | $100 | ||||||
| COLBY COLLEGE | ||||||||||||
| 4320 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | SCHOOL OF EDUCATION - IN MEMORY OF JOHN DEERING | $100 | ||||||
| COLGATE UNIVERSITY | ||||||||||||
| 13 OAK DRIVE | HAMILTON | NY | 133469989 | PC | SCHOOL OF EDUCATION | $2,000 | ||||||
| CONGREGATION B'NAI SHALOM | ||||||||||||
| 117 EAST MAIN ST PO BOX 1019 | WESTBOROUGH | MA | 01581 | PC | ANNUAL FUND | $500 | ||||||
| CONGREGATION ETZ CHAIM | ||||||||||||
| 267 CONGRESS STREET | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $100 | ||||||
| CONNOR MORGAN CHILDREN'S CANCER FOUNDATION | ||||||||||||
| 401 OLD DIXIE HWY STE 4221 | JUPITER | FL | 33469 | PC | ANNUAL FUND | $100 | ||||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||
| 10 BROOKLINE PLACE WEST 6TH FL | BOSTON | MA | 024457226 | PC | ANNUAL FUND - PAN MASS CHALLENGE | $100 | ||||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||
| 10 BROOKLINE PLACE WEST 6TH FL | BOSTON | MA | 024457226 | PC | ANNUAL FUND IN HONOR OF SCHLAGER FAMILY FUND | $500 | ||||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||
| 10 BROOKLINE PLACE WEST 6TH FL | BOSTON | MA | 024457226 | PC | ANNUAL FUND IN MEMORY OF D. TUCKER & HONORING DR. LAUBACH | $100 | ||||||
| DEAN COLLEGE - IN HONOR OF PAULA ROONEY | ||||||||||||
| 99 MAIN STREET | FRANKLIN | MA | 02038 | PC | SCHOOL OF EDUCATION IN HONOR OF PAULA ROONEY | $1,000 | ||||||
| DEERFIELD ACADEMY | ||||||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | PC | SCHOOL OF EDUCATION | $100 | ||||||
| DENVER CHILDREN'S HOME | ||||||||||||
| 1501 ALBION STREET | DENVER | CO | 80220 | PC | ANNUAL FUND | $100 | ||||||
| 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 | ||||||
| DISABLED AMERICAN VETERANS | ||||||||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | PC | ANNUAL FUND | $100 | ||||||
| DOWNEAST HORIZONS | ||||||||||||
| 1200 STATE HIGHWAY 3 | BAR HARBOR | ME | 04609 | PC | ANNUAL FUND | $100 | ||||||
| EDUCARE CENTRAL MAINE | ||||||||||||
| C/O KVCAP FINANCE DEPT97 WATER | WATERVILLE | ME | 04901 | PC | EDUCATIONAL PROGRAM | $100 | STREET | |||||
| FACING HISTORY AND OURSELVES | ||||||||||||
| 16 HURD ROAD | BROOKLINE | MA | 024456919 | PC | ANNUAL FUND | $100 | ||||||
| HARVARD UNIVERSITY ART MUSEUMS | ||||||||||||
| 32 QUINCY ST | CAMBRIDGE | MA | 021389859 | PC | ANNUAL FUND | $100 | ||||||
| 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 | ||||||||||||
| CHAPEL LANE ROUTE 175 PO BOX 1879 | PLYMOUTH | NH | 03264 | PC | SCHOOL OF EDUCATION | $1,000 | ||||||
| HOLDERNESS SCHOOL | ||||||||||||
| CHAPEL LANE ROUTE 175 PO BOX 1879 | PLYMOUTH | NH | 03264 | 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 PO BOX 200 | WATERVILLE | ME | 049030200 | PC | MEDICAL | $1,000 | ||||||
| INNER-CITY SCHOLARSHIP FUND | ||||||||||||
| 1011 FIRST AVE STE 1400 | NEW YORK | NY | 10022 | PC | ANNUAL FUND IN MEMORY OF F. ROONEY JR. | $100 | ||||||
| JACKSON LABORATORY | ||||||||||||
| 610 MAIN STREET | BAR HARBOR | ME | 04609 | PC | ANNUAL FUND | $250 | ||||||
| JANE STERN DORADO COMMUNITY LIBRARY | ||||||||||||
| PO BOX 609 | DORADO | PR | 00646 | PC | ANNUAL FUND | $500 | ||||||
| JEWISH FEDERATION OF CENTRAL MASSACHUSETTS | ||||||||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | PC | ANNUAL FUND | $500 | ||||||
| KENNEBEC BEHAVIORAL HEALTH | ||||||||||||
| KMHA FOUNDATION INC67 EUSTIS | WATERVILLE | ME | 049015173 | PC | ANNUAL FUND | $250 | PARKWAY | |||||
| KRAVIS CENTER | ||||||||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | PC | ANNUAL FUND | $1,000 | ||||||
| LEVEY DAY SCHOOL | ||||||||||||
| 400 DEERING AVE | PORTLAND | ME | 04103 | PC | SCHOOL OF EDUCATION | $5,000 | ||||||
| LIFEFLIGHT OF MAINE FOUNDATION | ||||||||||||
| PO BOX 899 | CAMDEN | ME | 04843 | PC | ANNUAL FUND | $100 | ||||||
| LITERACY VOLUNTEERS - WATERVILLE ME | ||||||||||||
| PO BOX 1645 | WATERVILLE | ME | 049031645 | PC | ANNUAL FUND | $100 | ||||||
| LOOMIS CHAFFEE SCHOOL | ||||||||||||
| 4 BATCHELDER ROAD | WINDSOR | CT | 06095 | PC | SCHOOL OF EDUCATION | $2,500 | ||||||
| MAINE CHILDRENS HOME FOR LITTLE WANDERERS | ||||||||||||
| 93 SILVER STREET | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $100 | ||||||
| MAINE JEWISH FILM FESTIVAL | ||||||||||||
| PO BOX 7465 | PORTLAND | ME | 041127465 | PC | ANNUAL FUND | $6,083 | ||||||
| MAINE MEDICAL CENTER | ||||||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 041029954 | PC | MEDICAL | $5,000 | ||||||
| MAINE PUBLIC BROADCASTING | ||||||||||||
| 1450 LISBON STREET | LEWISTON | ME | 042403595 | PC | ANNUAL FUND | $1,200 | ||||||
| MAINE PUBLIC BROADCASTING | ||||||||||||
| 1450 LISBON STREET | LEWISTON | ME | 042403595 | PC | ANNUAL FUND IN MEMORY OF R. VOGELZANG | $100 | ||||||
| MAINE SPORTS HALL OF FAME | ||||||||||||
| PO BOX 8554 | PORTLAND | ME | 041048554 | PC | ANNUAL FUND | $1,000 | ||||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| PO BOX 415062 | BOSTON | MA | 022415062 | PC | UNRESTRICTED IN HONOR OF T. SEEMAN | $500 | ||||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| PO BOX 415062 | BOSTON | MA | 022415062 | PC | UNRESTRICTED IN MEMORY OF P. ERICKSON | $100 | ||||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| PO BOX 415062 | BOSTON | MA | 022415062 | PC | UNRESTRICTED IN MEMORY OF R. FENNELL | $100 | ||||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| PO BOX 415062 | BOSTON | MA | 022415062 | PC | PLEDGE PAYMENT | $25,000 | ||||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| PO BOX 415062 | BOSTON | MA | 022415062 | PC | PLEDGE PAYMENT | $3,595,092 | ||||||
| MASSACHUSETTS HISTORICAL SOCIETY | ||||||||||||
| 1154 BOYLSTON STREET | BOSTON | MA | 022153695 | PC | ANNUAL FUND | $150 | ||||||
| MSPCC | ||||||||||||
| DEVELOPMENT OFFICE 99 SUMMER ST | BOSTON | MA | 02110 | PC | ANNUAL FUND | $100 | ||||||
| MUSICIAN AID SOCIETY OF NEW YORK | ||||||||||||
| 111 JOHN ST STE 230 | NEW YORK | NY | 10038 | PC | ANNUAL FUND | $500 | ||||||
| NAPLES UNITED CHURCH OF CHRIST | ||||||||||||
| 5200 CRAYTON ROAD | NAPLES | FL | 34103 | PC | ANNUAL FUND | $100 | ||||||
| NATIONAL FALLEN FIREFIGHTERS FOUNDATION | ||||||||||||
| PO DRAWER 498 | EMMITSBURG | MD | 21727 | PC | ANNUAL FUND | $100 | ||||||
| NEWTON-WELLESLEY HOSPITAL | ||||||||||||
| CHARITABLE FOUNDATION 2014 | NEWTON | MA | 02462 | PC | ANNUAL FUND | $100 | WASHINGTON ST | |||||
| 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 | ||||||
| PAMELA RICHARD AUSTIN PREP ACADEMIC GRANT FUND | ||||||||||||
| 180 HAVEN STREET | READING | MA | 01867 | PC | ANNUAL FUND | $100 | ||||||
| PERLMAN MUSIC PROGRAM | ||||||||||||
| 19 WEST 69TH ST STE 304 | NEW YORK | NY | 10023 | PC | EDUCATIONAL PROGRAM | $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 BOZ 9715-277 | PORTLAND | ME | 04101 | PC | ANNUAL FUND | $100 | ||||||
| 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 | ||||||
| ROTMAN SCHOOL OF MANAGEMENT | ||||||||||||
| PC | ANNUAL FUND | $1,000 | 105 ST GEORGE STREET ROOM 347 | TORONTO | ON | CA | M5S 3E6 | |||||
| SAN FRANCISCO ART INSTITUTE | ||||||||||||
| 800 CHESTNUT STREET | SAN FRANCISCO | CA | 94133 | PC | SCHOOL OF EDUCATION | $100 | ||||||
| SMITHSONIAN AMERICAN ART MUSEUM | ||||||||||||
| MRC 970 BOX 37012 | WASHINGTON | DC | 200137012 | PC | ART MUSEUM | $100 | ||||||
| SMITHSONIAN AMERICAN ART MUSEUM | ||||||||||||
| MRC 970 BOX 37012 | WASHINGTON | DC | 200137012 | PC | ART MUSEUM | $500 | ||||||
| SMITHSONIAN AMERICAN ART MUSEUM | ||||||||||||
| MRC 970 BOX 37012 | WASHINGTON | DC | 200137012 | PC | ART MUSEUM | $100 | ||||||
| ST JOSEPH MARONITE CHURCH | ||||||||||||
| 3 APPLETON STREET | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $100 | ||||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | ANNUAL FUND | $100 | ||||||
| SUSAN L CURTIS FOUNDATION | ||||||||||||
| PO BOX 821 | PORTLAND | ME | 04104 | PC | ANNUAL FUND | $50 | ||||||
| TENACRE COUNTRY DAY SCHOOL | ||||||||||||
| DEVELOPMENT OFFICE 78 BENVENUE ST | WELLESLEY | MA | 02482 | PC | SCHOOL OF EDUCATION | $2,500 | ||||||
| TUFTS UNIVERSITY | ||||||||||||
| PACKARD HALL | MEDFORD | MA | 02155 | PC | SCHOOL OF EDUCATION | $2,000 | ||||||
| UCLA HEALTH SCIENCES | ||||||||||||
| 10945 LE CONTE AVE STE 3132 | LOS ANGELES | CA | 90095 | PC | SCHOOL OF EDUCATION | $100 | ||||||
| UCLA SCHOOL OF DENTISTRY | ||||||||||||
| 10833 LE CONTE CHS - 53-038 | LOS ANGELES | CA | 900951784 | PC | SCHOOL OF EDUCATION | $100 | ||||||
| UNITED WAY OF MID-MAINE INC | ||||||||||||
| PO BOX 91 | WATERVILLE | ME | 04901 | PC | ANNUAL FUND | $1,000 | ||||||
| UNIVERSITY OF MAINE SCHOOL OF LAW | ||||||||||||
| 246 DEERING AVE | PORTLAND | ME | 04103 | SCHOOL OF EDUCATION | $100 | |||||||
| UNIVERSITY OF NEW ENGLAND ART GALLERY | ||||||||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | PC | ANNUAL FUND | $100 | ||||||
| VIETNAM VETERANS MEMORIAL FUND | ||||||||||||
| NATIONAL PROCESSING CENTER PO BOX | WASHINGTON | DC | 200906764 | PC | ANNUAL FUND | $100 | 96764 | |||||
| VNA OF MIDDLESEX EAST & VNH | ||||||||||||
| 607 NORTH AVE STE 17 | WAKEFIELD | MA | 01880 | PC | MEDICAL | $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 | ||||||
| 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 | ||||||
| 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 | $3,698,175 | 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 | $6 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,664,036 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,664,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,664,042 | 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 | $1,665 | Amt |
| Net Investment Income | $417 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,248 | 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 | $3,620,092 | GrossSalesPriceAmt |
| Basis | $8,807 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $3,611,285 | 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 | $70,088 | $28,285,400 |
| BERKSHIRE HATHAWAY-CL B | $381 | $152,374 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES | $35 | $0 | $35 |
| OFFICE EXPENSE | $3,751 | $0 | $3,751 |
| PROGRAM EXPENSES | $500 | $0 | $500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - KENILWORTH | CategoryTxt |
| Amt | $59,039 | Amt |
| Net Investment Income | $29,520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,519 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $6,657 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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