BETA

LUNDER FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LUNDER FOUNDATION (EIN 01-0437556)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201521339349101387
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-13T11:42:21-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010448006PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALBIN RANDALL & BENNETTBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 445 130 MIDDLE STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP041120445ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010437556EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUNDER FOUNDATION CO KENILWORTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLUNDBusinessNameControlTxt
Phone2077757676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1TWO MONUMENT SQUARE NO 530AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN B EMORYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2077757676PhoneNum
Signature2015-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL P DOIRONPreparerPersonNm
PTINP01206204PTIN
Phone2077721981PhoneNum
Preparation2015-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,702,585FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,076,900ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,015,186NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,021,223GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$208,554CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,092,089TotalRevAndExpnssAmt
Total Net Invst Incm$208,557TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$413AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,237AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$59,039OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$29,520OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$29,519OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$72TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,710OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,710OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$64,471TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,933TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$34,466TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,861,165ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,861,165ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,925,636TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,933TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,895,631TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,166,453ExcessRevenueOverExpensesAmt
Net Investment Income$178,624NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,868CashBOYAmt
Cash EOY$128,457CashEOYAmt
Cash EOYFMV$128,457CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,792SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,792SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,792SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$73,537CorporateStockBOYAmt
Corporate Stock EOY$79,407CorporateStockEOYAmt
Corporate Stock EOYFMV$36,572,336CorporateStockEOYFMVAmt
Total Assets BOY$108,197TotalAssetsBOYAmt
Total Assets EOY$209,656TotalAssetsEOYAmt
Total Assets EOYFMV$36,702,585TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$108,197CapitalStockBOYAmt
Capital Stock EOY$209,656CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$108,197TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$209,656TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$108,197TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$209,656TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$108,197TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,166,453ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,274,650SubtotalAmt
Other Decreases$10,064,994OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$209,656TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property1 SH BERKSHIRE HATHAWAY CLASS APropertyDesc
Gross Sales Price$209,158GrossSalesPriceAmt
Cost Or Other Basis$604CostOrOtherBasisAmt
Gain Or Loss$208,554GainOrLossAmt
Gains Minus Excess Or Losses$208,554GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$208,554CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,850,468AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$20,566,012NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.089977DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,857,836AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$17,701,354NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.104954DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,812,427AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$18,673,451NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.097059DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,634,274AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$20,436,484NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.079968DistributionYr4Rt
Adjusted Qlfy Distri Yr5$568,597AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$16,805,085NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.033835DistributionYr5Rt
Total Distribution0.405793TotalDistributionRt
Average Distribution0.081159AverageDistributionRt
Net Vl Noncharitable Assets$26,836,770NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,178,045AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,786NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,179,831AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,895,631QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,572InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,572SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,572TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$560EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$560TotalPaymentsAndCreditsAmt
Tax Due$3,012TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKENILWORTH INCIndividualWithBooksNm
Phone2077757676PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 MONUMENT SQ SUITE 530AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER LUNDER
KENILWORTH INC 2 MONUMENT SQ SUITE530PORTLANDME04101TREASURER & DIRECTOR4.00$0$0$0
PAULA LUNDER
KENILWORTH INC 2 MONUMENT SQ SUITE530PORTLANDME04101CHAIR & DIRECTOR4.00$0$0$0
JOHN B EMORY
KENILWORTH INC 2 MONUMENT SQ SUITE530PORTLANDME04101PRESIDENT4.00$0$0$0
STEVEN W LUNDER
KENILWORTH INC 2 MONUMENT SQ SUITE530PORTLANDME04101DIRECTOR1.00$0$0$0
ALAN E LUNDER
KENILWORTH INC 2 MONUMENT SQ SUITE530PORTLANDME04101DIRECTOR1.00$0$0$0
MARC F LUNDER
KENILWORTH INC 2 MONUMENT SQ SUITE530PORTLANDME04101DIRECTOR1.00$0$0$0
MARJORIE L GOLDY
KENILWORTH INC 2 MONUMENT SQ SUITE530PORTLANDME04101DIRECTOR4.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENILWORTH INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1TWO MONUMENT SQ SUITE 530AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT & GRANT ADMINISTRATIONServiceTypeTxt
Compensation$59,039CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$27,166,675AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$78,777AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,245,452TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$27,245,452AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$408,682CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,836,770NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,341,839MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,341,839MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,572TaxBasedOnInvestmentIncomeAmt
Total Tax$3,572TotalTaxAmt
Distributable Before Adj$1,338,267DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,338,267DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,338,267DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,895,631ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,895,631QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,895,631AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,338,267DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$614,352ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$880,792ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$974,778ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$823,271ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,293,193TotalExcessDistributionCyovAmt
Qualifying Distributions$1,895,631QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,338,267AppliedToCurrentYearAmt
Remaining Distri From Corpus$557,364RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,850,557TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,850,557ExcessDistriCyovToNextYrAmt
Excess From Year4$614,352ExcessFromYear4Amt
Excess From Year3$880,792ExcessFromYear3Amt
Excess From Year2$974,778ExcessFromYear2Amt
Excess From Year1$823,271ExcessFromYear1Amt
Excess From Current Year$557,364ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER LUNDERContributingManagerNm
Contributing ManagerSTEVEN W LUNDERContributingManagerNm
Contributing ManagerALAN E LUNDERContributingManagerNm
Contributing ManagerMARC F LUNDERContributingManagerNm
Contributing ManagerMARJORIE L GOLDYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE LUNDER FOUNDATION CO KENILWORTHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1TWO MONUMENT SQUARE SUITE 530AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2077757676RecipientPhoneNum
Form And Info And Materials1. 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 DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsTHE 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 (69 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABBY'S HOUSE
52 HIGH STREETWORCESTERMA016092499PCANNUAL FUND$100
AIDA - ASSOCIATION OF ISRAEL'S DECORATIVE ARTS
100 WORTH AVE APT 713PALM BEACHFL33480PCANNUAL FUND$100
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NWWASHINGTONDC20016PCSCHOOL OF EDUCATION$200
BABSON COLLEGE
PO BOX 57310BABSON PARKMA024579985PCSCHOOL OF EDUCATION$2,000
BETH ISRAEL CONGREGATION
PO BOX 1882WATERVILLEME049031882PCANNUAL FUND$2,500
BOYS & GIRLS CLUB
ALFOND YOUTH CENTER 126 NORTH STWATERVILLEME04901PCANNUAL FUND$500
CARRABASSETT VALLEY ACADEMY - LORING FUND
3197 CARRABASSETT DRIVECARRABASSETT VALLEYME04947PCSCHOOL OF EDUCATION$100
CEDARS NURSING CARE CENTER
PO BOX 466PORTLANDME041120466PCANNUAL FUND$100
CHILDREN'S MUSEUM OF MAINE
142 FREE STPORTLANDME04101PCANNUAL FUND$100
CLASSICAL SOUTH FLORIDA
PO BOX 1628FORT LAUDERDALEFL333021628PCANNUAL FUND$100
COLGATE UNIVERSITY
13 OAK DRIVEHAMILTONNY133469989PCSCHOOL OF EDUCATION$2,000
CONGREGATION B'NAI SHALOM
117 EAST MAIN ST PO BOX 1019WESTBOROUGHMA01581PCANNUAL FUND$500
CONGREGATION ETZ CHAIM
267 CONGRESS STREETPORTLANDME04101PCANNUAL FUND$100
DANA FARBER CANCER INSTITUTE - PAN MASS CHALLENGE
10 BROOKLINE PLACE WEST 6TH FLBOSTONMA024457226PCANNUAL FUND$100
DANA FARBER CANCER INSTITUTE - PAN MASS CHALLENGE
10 BROOKLINE PLACE WEST 6TH FLBOSTONMA024457226PCANNUAL FUND$100
DEXTER HISTORICAL SOCIETY
PO BOX 481DEXTERME04930PCANNUAL FUND$250
DEXTER PUBLIC HEALTH
PO BOX 185DEXTERME04930PCANNUAL FUND$50
DOWNEAST HORIZONS
1200 STATE HIGHWAY 3BAR HARBORME04609PCANNUAL FUND$100
EDUCARE CENTRAL MAINE
C/O KVCAP FINANCE DEPT97 WATERWATERVILLEME04901PCEDUCATIONAL PROGRAM$100STREET
EVERGLADES FOUNDATION
18001 OLD CUTLER RD STE 625PALMETTO BAYFL33157PCANNUAL FUND$1,000
FACING HISTORY AND OURSELVES
16 HURD ROADBROOKLINEMA024456919PCANNUAL FUND$100
HADASSAH
50 WEST 58 STREETNEW YORKNY10101PCANNUAL FUND$500
HARVARD UNIVERSITY ART MUSEUMS
32 QUINCY STCAMBRIDGEMA021389859PCANNUAL FUND$100
HEBRON ACADEMY
PO BOX 309HEBRONME042380309PCSCHOOL OF EDUCATION$50
HEBRON ACADEMY
PO BOX 309HEBRONME042380309PCSCHOOL OF EDUCATION$1,000
HOLDERNESS SCHOOL
CHAPEL LANE ROUTE 175 PO BOX 1879PLYMOUTHNH03264PCSCHOOL OF EDUCATION$1,000
HOLDERNESS SCHOOL
CHAPEL LANE ROUTE 175 PO BOX 1879PLYMOUTHNH03264PCSCHOOL OF EDUCATION$1,000
HORIZONS FOR HOMELESS CHILDREN
1705 COLUMBUS AVEROXBURYMA02119PCANNUAL FUND$100
JACKSON LABORATORY
610 MAIN STREETBAR HARBORME04609PCANNUAL FUND$250
JEWISH FEDERATION OF CENTRAL MASSACHUSETTS
633 SALISBURY STWORCESTERMA01609PCANNUAL FUND$500
KENNEBEC BEHAVIORAL HEALTH
KMHA FOUNDATION INC67 EUSTISWATERVILLEME049015173PCANNUAL FUND$250PARKWAY
KRAVIS CENTER
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401PCANNUAL FUND$1,000
LIFEFLIGHT OF MAINE FOUNDATION
PO BOX 899CAMDENME04843PCANNUAL FUND$100
LITERACY VOLUNTEERS - WATERVILLE ME
PO BOX 1645WATERVILLEME049031645PCANNUAL FUND$100
MASSACHUSETTS GENERAL HOSPITAL
PO BOX 415062BOSTONMA022415062PCLUNDER BUILDING & DINEEN EDUCATION FUND$1,812,065
MASSACHUSETTS GENERAL HOSPITAL
PO BOX 415062BOSTONMA022415062PCMEDICAL$500
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY100280198PCART MUSEUM$1,000
MSPCC
DEVELOPMENT OFFICE 99 SUMMER STBOSTONMA02110PCANNUAL FUND$100
MUSICIAN AID SOCIETY OF NEW YORK
111 JOHN ST STE 230NEW YORKNY10038PCANNUAL FUND$500
NATIONAL ACADEMY MUSEUM & SCHOOL
1083 FIFTH AVENUENEW YORKNY10128PCART MUSEUM$10,000
NEWTON-WELLESLEY HOSPITAL
CHARITABLE FOUNDATION 2014NEWTONMA02462PCANNUAL FUND$100WASHINGTON ST
PALM BEACH OPERA
415 SOUTH OLIVE AVEWEST PALM BEACHFL33401PCANNUAL FUND$2,500
PALM BEACH SYMPHONY
PO BOX 2056PALM BEACHFL33480PCANNUAL FUND$100
PARKSIDE SCHOOL
48 WEST 74TH STNEW YORKNY10023PCEDUCATIONAL PROGRAM$1,000
PERLMAN MUSIC PROGRAM
19 WEST 69TH ST STE 304NEW YORKNY10023PCEDUCATIONAL PROGRAM$1,000
PINE MANOR COLLEGE
400 HEATH STCHESTNUT HILLMA02467PCSCHOOL OF EDUCATION$1,000
PINE MANOR COLLEGE
400 HEATH STCHESTNUT HILLMA02467PCSCHOOL OF EDUCATION$1,000
PINE TREE CAMP
PINE TREE CAMP APPEAL PO BOX 518BATHME04530PCANNUAL FUND$100
PORTLAND CHAMBER MUSIC FESTIVAL
211 MARGINAL WAY PO BOZ 9715-277PORTLANDME04101PCANNUAL FUND$100
PORTLAND SYMPHONY ORCHESTRA
477 CONGRESS ST MEZZANINE PO BOXPORTLANDME041043573PCANNUAL FUND$1,0003573
PORTOPERA
PO BOX 7733PORTLANDME04112PCANNUAL FUND$1,500
PREBLE STREET
38 PREBLE STREETPORTLANDME04101PCANNUAL FUND$100
SHELBURNE MUSEUM
PO BOX 10SHELBURNEVT05482PCANNUAL FUND$250
SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE
200 PARK AVE SOUTH SUITE 1116NEW YORKNY100031503PCANNUAL FUND$1,000
SOUTHERN MAINE HILLEL
THE MAINE JEWISH MUSEUM 267PORTLANDME04101PCANNUAL FUND$100CONGRESS STREET
SUSAN L CURTIS FOUNDATION
PO BOX 821PORTLANDME04104PCANNUAL FUND$50
TEMPLE BETH EL
400 DEERING AVENUEPORTLANDME04102PCANNUAL FUND$250
TENACRE COUNTRY DAY SCHOOL
DEVELOPMENT OFFICE 78 BENVENUE STWELLESLEYMA02482PCSCHOOL OF EDUCATION$5,000
TUFTS UNIVERSITY
PACKARD HALLMEDFORDMA02155PCSCHOOL OF EDUCATION$2,000
UNITED WAY OF MID-MAINE INC
PO BOX 91WATERVILLEME04901PCANNUAL FUND$1,000
UNIVERSITY OF NEW ENGLAND ART GALLERY
716 STEVENS AVEPORTLANDME04103PCANNUAL FUND$100
VIETNAM VETERANS MEMORIAL FUND
NATIONAL PROCESSING CENTER PO BOXWASHINGTONDC200906764PCANNUAL FUND$10096764
WATERVILLE HISTORICAL SOCIETY
62 SILVER ST UNIT BWATERVILLEME04901PCANNUAL FUND$100
WATERVILLE OPERA HOUSE & ARTSPACE
93 MAIN ST THIRD FLOORWATERVILLEME04901PCANNUAL FUND$100
WEST PALM BEACH LIBRARY FOUNDATION
411 CLEMATIS ST 3RD FLOORWEST PALM BEACHFL33401PCANNUAL FUND$100
WESTBOROUGH EDUCATION FOUNDATION
PO BOX 59WESTBOROUGHMA01581PCEDUCATIONAL PROGRAM$200
WESTBOROUGH FOOD PANTRY
34 WEST MAIN STWESTBOROUGHMA01581PCANNUAL FUND$250
WESTON TOWN OF (WEEFC)
89 WELLESLEY STREETWESTONMA02493PCANNUAL FUND$500
WGBH
PO BOX 200BOSTONMA021340002PCANNUAL FUND$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,861,165TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,015,186ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,015,189ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,015,189TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
MARJORIE L GOLDY
1KENILWORTH INC TWO MONUMENT SQ SUITPORTLANDME04101$2,519,225Yes (X)Yes (X)
MARC F LUNDER
2KENILWORTH INC TWO MONUMENT SQ SUITPORTLANDME04101$2,519,225Yes (X)Yes (X)
STEVEN W LUNDER
3KENILWORTH INC TWO MONUMENT SQ SUITPORTLANDME04101$2,519,225Yes (X)Yes (X)
ALAN E LUNDER
4KENILWORTH INC TWO MONUMENT SQ SUITPORTLANDME04101$2,519,225Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
112.5 SH BERKSHIRE HATHAWAY CLASS A COMMON STOCK$2,519,2252014-08-15
212.5 SH BERKSHIRE HATHAWAY CLASS A COMMON STOCK$2,519,2252014-08-15
312.5 SH BERKSHIRE HATHAWAY CLASS A COMMON STOCK$2,519,2252014-08-15
412.5 SH BERKSHIRE HATHAWAY CLASS A COMMON STOCK$2,519,2252014-08-15

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFORM 990PF PREPARATIONCategoryTxt
Amt$1,650Amt
Net Investment Income$413NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,237DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
Asset9 SH BERKSHIRE HATHAWAY CLASS AAssetDesc
How AcquiredDONATEDHowAcquiredTxt
Gross Sales Price$1,812,065GrossSalesPriceAmt
Basis$5,433BasisAmt
Sales Expense$0SalesExpenseAmt
Total Net$1,806,632TotalNetAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierCHARITABLE DISTRIBUTION OF PROPERTYIdentifierTxt
Form And Line Reference990-PF, PART I, LINE 6A, COLUMN AFormAndLineReferenceDesc
Medium ExplanationUNDER 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)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY-CL A$78,910$36,386,000
BERKSHIRE HATHAWAY-CL B$497$186,336

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPUBLICLY TRADED SECURITIES CARRYING VALUE REDUCTION TO DONOR'S BASISDesc
Amt$10,064,994Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEES$35$0$35
OFFICE EXPENSE$3,675$0$3,675

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEES - KENILWORTHCategoryTxt
Amt$59,039Amt
Net Investment Income$29,520NetInvestmentIncomeAmt
Disbursements Charitable Prps$29,519DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
MARJORIE L GOLDY
KENILWORTH INC 2 MONUMENT SQ SUITE530PORTLANDME04101
MARC F LUNDER
KENILWORTH INC 2 MONUMENT SQ SUITE530PORTLANDME04101
STEVEN W LUNDER
KENILWORTH INC 2 MONUMENT SQ SUITE530PORTLANDME04101
ALAN E LUNDER
KENILWORTH INC 2 MONUMENT SQ SUITE530PORTLANDME04101

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$72Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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