2016-05-13T09:57:56-05:00 2015-12-31 010448006 ALBIN RANDALL & BENNETT PO BOX 445 130 MIDDLE STREET PORTLAND ME 041120445 990PF 2015-01-01 010437556 LUNDER FOUNDATION C/O KENILWORTH INC LUND 2077757676 TWO MONUMENT SQUARE NO 530 PORTLAND ME 04101 JOHN B EMORY PRESIDENT 2077757676 2016-05-09 1 DANIEL P DOIRON P01206204 2077721981 2016-05-06 2015 2016-09-27 15:27:22Z X 28471181 X X 6 6 3664036 3672975 52751 3664042 52757 0 0 0 1665 417 1248 59039 29520 29519 6657 0 0 4286 0 4286 71647 29937 35053 3698175 3698175 3769822 29937 3733228 -105780 22820 128457 31615 31615 1792 1792 1792 79407 70469 28437774 209656 103876 28471181 0 0 X 209656 103876 0 0 0 0 209656 103876 209656 103876 209656 -105780 0 103876 0 103876 PUBLICLY TRADED SECURITIES 52883 132 52751 52751 52751 0 1895631 26836770 0.070636 1850468 20566012 0.089977 1857836 17701354 0.104954 1812427 18673451 0.097059 1634274 20436484 0.079968 0.442594 0.088519 31819691 2816647 228 2816875 3733228 X 228 0 228 0 228 3600 3600 3372 320 3052 0 0 0 0 0 0 0 0 0 0 1 1 ME 1 0 0 0 0 1 N/A KENILWORTH INC 2077757676 2 MONUMENT SQ SUITE 530 PORTLAND ME 04101 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 KENILWORTH INC TWO MONUMENT SQ SUITE 530 PORTLAND ME 04101 INVESTMENT & GRANT ADMINISTRATION 59039 0 NONE 0 NONE 0 0 0 32218702 85553 0 32304255 0 0 32304255 484564 31819691 1590985 1590985 228 228 1590757 0 1590757 0 1590757 3733228 0 3733228 228 3733000 1590757 0 0 614352 880792 974778 823271 557364 3850557 3733228 0 0 0 1590757 2142471 0 0 5993028 0 0 0 0 0 0 614352 5378676 880792 974778 823271 557364 2142471 PETER LUNDER STEVEN W LUNDER ALAN E LUNDER MARC F LUNDER MARJORIE L GOLDY THE LUNDER FOUNDATION CO KENILWORTH TWO MONUMENT SQUARE SUITE 530 PORTLAND ME 04101 2077757676 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. NONE. 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. 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 1000 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 15000 BABSON COLLEGE PO BOX 57310 BABSON PARK MA 024579985 PC SCHOOL OF EDUCATION 2000 BARD GRADUATE CENTER - DECORATIVE ARTS DESIGN HISTORY 18 WEST 86TH STREET NEW YORK NY 10024 PC SCHOOL OF EDUCATION 1000 BEAVER COUNTRY DAY SCHOOL 791 HAMMOND STREET CHESTNUT HILL MA 02467 PC SCHOOL OF EDUCATION 2500 BETH ISRAEL CONGREGATION PO BOX 1882 WATERVILLE ME 049031882 PC ANNUAL FUND 3000 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 1000 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 2000 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 1000 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 STREET WATERVILLE ME 04901 PC EDUCATIONAL PROGRAM 100 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 1000 HOLDERNESS SCHOOL CHAPEL LANE ROUTE 175 PO BOX 1879 PLYMOUTH NH 03264 PC SCHOOL OF EDUCATION 1000 HOLDERNESS SCHOOL CHAPEL LANE ROUTE 175 PO BOX 1879 PLYMOUTH NH 03264 PC SCHOOL OF EDUCATION 1000 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 1000 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 PARKWAY WATERVILLE ME 049015173 PC ANNUAL FUND 250 KRAVIS CENTER 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 PC ANNUAL FUND 1000 LEVEY DAY SCHOOL 400 DEERING AVE PORTLAND ME 04103 PC SCHOOL OF EDUCATION 5000 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 2500 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 6083 MAINE MEDICAL CENTER 22 BRAMHALL STREET PORTLAND ME 041029954 PC MEDICAL 5000 MAINE PUBLIC BROADCASTING 1450 LISBON STREET LEWISTON ME 042403595 PC ANNUAL FUND 1200 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 1000 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 25000 MASSACHUSETTS GENERAL HOSPITAL PO BOX 415062 BOSTON MA 022415062 PC PLEDGE PAYMENT 3595092 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 WASHINGTON ST NEWTON MA 02462 PC ANNUAL FUND 100 PALM BEACH OPERA 415 SOUTH OLIVE AVE WEST PALM BEACH FL 33401 PC ANNUAL FUND 2500 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 1000 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 1500 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 105 ST GEORGE STREET ROOM 347 TORONTO ON CA M5S 3E6 PC ANNUAL FUND 1000 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 2500 TUFTS UNIVERSITY PACKARD HALL MEDFORD MA 02155 PC SCHOOL OF EDUCATION 2000 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 1000 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 96764 WASHINGTON DC 200906764 PC ANNUAL FUND 100 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 3698175 0 14 6 18 3664036 0 3664042 0 3664042 0 0 0 0 0 0 0 0 0 0 FORM 990PF PREPARATION 1665 417 1248 NONE 0 PUBLICLY TRADED SECURITIES DONATED DONATED 3620092 8807 0 3611285 CHARITABLE DISTRIBUTION OF PROPERTY 990-PF, PART I, LINE 6A, COLUMN A 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). BERKSHIRE HATHAWAY-CL A 70088 28285400 BERKSHIRE HATHAWAY-CL B 381 152374 FEES 35 0 35 OFFICE EXPENSE 3751 0 3751 PROGRAM EXPENSES 500 0 500 MANAGEMENT FEES - KENILWORTH 59039 29520 29519 FEDERAL TAXES 6657 0 0