LUNDER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LUNDER FOUNDATION (EIN 01-0437556)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201441359349101954
- Schema version
- 2013v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T13:03:22-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 445 130 MIDDLE STREET | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 041120445 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 CO KENILWORTH INC | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN B EMORY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2077757676 | PhoneNum |
| Signature | 2014-04-28 | 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 | 2014-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,707,693 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,832,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,838,936 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,134 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,832,615 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,144 | 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 | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | 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 | $965 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,811 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,811 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,530 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,813,490 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,813,490 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,881,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,851,020 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,224 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,827 | CashBOYAmt |
| Cash EOY | $32,868 | CashEOYAmt |
| Cash EOYFMV | $32,868 | 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 | $79,868 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,537 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,673,033 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $157,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,707,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $157,487 | CapitalStockBOYAmt |
| Capital Stock EOY | $108,197 | 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 | $157,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $157,487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $157,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,290 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $108,197 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,197 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 735 SH BERKSHIRE HATHAWAY CLASS B | PropertyDesc |
| Acquired | 1993-11-07 | AcquiredDt |
| Sold | 2013-12-06 | SoldDt |
| Gross Sales Price | $85,429 | GrossSalesPriceAmt |
| Cost Or Other Basis | $295 | CostOrOtherBasisAmt |
| Gain Or Loss | $85,134 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $85,134 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,134 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,857,836 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,701,354 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104954 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,812,427 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,673,451 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097059 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,634,274 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,436,484 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079968 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $568,597 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,805,085 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033835 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,097,005 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,517,484 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048718 | DistributionYr5Rt |
| Total Distribution | 0.364534 | TotalDistributionRt |
| Average Distribution | 0.072907 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,566,012 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,499,406 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $552 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,499,958 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,851,020 | 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 | $552 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $552 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $552 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Overpayment | $488 | OverpaymentAmt |
| Applied To ES Tax | $488 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KENILWORTH INC | IndividualWithBooksNm |
| Phone | 2077757676 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 MONUMENT SQ SUITE 530 | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
| 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/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 LUNDER | |||||||||
| 131 NEWTON STREET | WESTON | MA | 024932314 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| ALAN LUNDER | |||||||||
| 189 BRIDLE TRAIL ROAD | NEEDHAM | MA | 02492 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| MARC LUNDER | |||||||||
| 6 BIGELOW AVENUE | MILL VALLEY | CA | 94941 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| MARJORIE L GOLDY | |||||||||
| 17 BRICKYARD LANE | WESTBOROUGH | MA | 01581 | 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MONUMENT SQ SUITE 530 | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
| 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 | $20,821,409 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,879,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,879,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $313,188 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,566,012 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,028,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,028,301 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $552 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $552 | TotalTaxAmt |
| Distributable Before Adj | $1,027,749 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,027,749 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,027,749 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,851,020 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,851,020 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $552 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,850,468 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,027,749 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $614,352 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $880,792 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $974,778 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,469,922 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,851,020 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,027,749 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $823,271 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,293,193 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,293,193 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $614,352 | ExcessFromYear3Amt |
| Excess From Year2 | $880,792 | ExcessFromYear2Amt |
| Excess From Year1 | $974,778 | ExcessFromYear1Amt |
| Excess From Current Year | $823,271 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER LUNDER | 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 | AddressLine1 |
| City | PORTLAND | City |
| State | ME | State |
| ZIP Code | 04101 | ZIPCode |
| 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 (91 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ABBOTT MEMORIAL LIBRARY | ||||||||
| 1 CHURCH STREET | DEXTER | ME | 04930 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| ABBY'S HOUSE | ||||||||
| 52 HIGH STREET | WORCESTER | MA | 016092499 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 311 ARSENAL ST | WATERTOWN | MA | 02472 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 3588 | PORTLAND | ME | 041043588 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $50 | |
| AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200168143 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $100 | |
| BABSON COLLEGE | ||||||||
| PO BOX 57310 | BABSON PARK | MA | 024579985 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $2,000 | |
| BETH ISRAEL CONGREGATION | ||||||||
| PO BOX 1882 | WATERVILLE | ME | 049031882 | NO RELATIONSHIP | PC | ANNUAL FUND | $3,000 | |
| BETH ISRAEL CONGREGATION | ||||||||
| PO BOX 1882 | WATERVILLE | ME | 049031882 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| PO BOX 9002 | BOSTON | MA | 022059002 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $250 | |
| BOWDOIN COLLEGE | ||||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 040118432 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $100 | |
| BOYS & GIRLS CLUB | ||||||||
| ALFOND YOUTH CENTER 126 NORTH | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | ANNUAL FUND | $500 | STREET |
| CARRABASSETT VALLEY ACADEMY - LORING FUND | ||||||||
| 3197 CARRABASSETT DRIVE | CARRABASSETT VALLEY | ME | 04947 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $100 | |
| CEDARS NURSING CARE CENTER | ||||||||
| PO BOX 466 | PORTLAND | ME | 041120466 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| CHILDREN'S MUSEUM OF MAINE | ||||||||
| 142 FREE ST | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| CLASSICAL SOUTH FLORIDA | ||||||||
| PO BOX 1628 | FORT LAUDERDALE | FL | 333021628 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 133469989 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $1,000 | |
| COMMUNITY DENTAL CENTER | ||||||||
| 93 MAIN ST THIRD FLOOR | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $5,000 | |
| CONGREGATION B'NAI SHALOM | ||||||||
| 117 EAST MAIN ST PO BOX 1019 | WESTBOROUGH | MA | 01581 | NO RELATIONSHIP | PC | ANNUAL FUND | $500 | |
| DANA FARBER CANCER INSTITUTE - PAN MASS CHALLENGE | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FL | BOSTON | MA | 024457226 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | |
| DANA FARBER CANCER INSTITUTE - PAN MASS CHALLENGE | ||||||||
| 11 BROOKLINE PLACE WEST 6TH FL | BOSTON | MA | 024457226 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FL | BOSTON | MA | 024457226 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FL | BOSTON | MA | 024457226 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | |
| DEXTER HISTORICAL SOCIETY | ||||||||
| PO BOX 481 | DEXTER | ME | 04930 | NO RELATIONSHIP | PC | ANNUAL FUND | $250 | |
| DEXTER PUBLIC HEALTH | ||||||||
| PO BOX 185 | DEXTER | ME | 04930 | NO RELATIONSHIP | PC | ANNUAL FUND | $50 | |
| DOWNEAST HORIZONS | ||||||||
| 1200 STATE HIGHWAY 3 | BAR HARBOR | ME | 04609 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| EDUCARE CENTRAL MAINE | ||||||||
| C/O KVCAP FINANCE DEPT 97 WATER ST | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | EDUCATIONAL PROGRAM | $100 | |
| FACING HISTORY AND OURSELVES | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 024456919 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| FIRST BAPTIST CHURCH | ||||||||
| PO BOX 573 | DEXTER | ME | 04930 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | |
| FOOD FOR SANTE FE | ||||||||
| PO BOX 31086 | SANTE FE | NM | 875941086 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $500 | |
| HARVARD UNIVERSITY ART MUSEUMS | ||||||||
| 32 QUINCY ST | CAMBRIDGE | MA | 021389859 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| HEBRON ACADEMY | ||||||||
| PO BOX 309 | HEBRON | ME | 042380309 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $50 | |
| HEBRON ACADEMY | ||||||||
| PO BOX 309 | HEBRON | ME | 042380309 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $1,000 | |
| HOLDERNESS SCHOOL | ||||||||
| CHAPEL LANE ROUTE 175 PO BOX 1879 | PLYMOUTH | NH | 03264 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $1,000 | |
| HOLDERNESS SCHOOL | ||||||||
| CHAPEL LANE ROUTE 175 PO BOX 1879 | PLYMOUTH | NH | 03264 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $1,000 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| HOSPICE VOLUNTEERS OF WATERVILLE | ||||||||
| 304 MAIN ST PO BOX 200 | WATERVILLE | ME | 049030200 | NO RELATIONSHIP | PC | ANNUAL FUND | $1,000 | |
| JACKSON LABORATORY | ||||||||
| 610 MAIN STREET | BAR HARBOR | ME | 04609 | NO RELATIONSHIP | PC | ANNUAL FUND | $250 | |
| JEWISH FEDERATION OF CENTRAL MASSACHUSETTS | ||||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | NO RELATIONSHIP | PC | ANNUAL FUND | $500 | |
| JIMMY FUND | ||||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | |
| JIMMY FUND | ||||||||
| BOSTON MARATHON JIMMY FUND WALK PO | BOSTON | MA | 022413595 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | BOX 3595 |
| KENNEBEC BEHAVIORAL HEALTH | ||||||||
| KMHA FOUNDATION INC67 EUSTIS | WATERVILLE | ME | 049015173 | NO RELATIONSHIP | PC | ANNUAL FUND | $250 | PARKWAY |
| KRAVIS CENTER | ||||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NO RELATIONSHIP | PC | ANNUAL FUND | $1,000 | |
| LESLEY UNIVERSITY | ||||||||
| 29 EVERETT ST | CAMBRIDGE | MA | 021382790 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $1,000 | |
| LIFEFLIGHT OF MAINE FOUNDATION | ||||||||
| PO BOX 899 | CAMDEN | ME | 04843 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | |
| LITERACY VOLUNTEERS - WATERVILLE ME | ||||||||
| PO BOX 1645 | WATERVILLE | ME | 049031645 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| MA SOCIETY FOR PREVENTION OF CRUELTY TO CHILDREN | ||||||||
| DEVELOPMENT OFFICE 99 SUMMER ST | BOSTON | MA | 02110 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| MAINE COLLEGE OF ART | ||||||||
| 97 SPRING ST | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $1,500 | |
| MAINE COLLEGE OF ART | ||||||||
| 97 SPRING ST | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $1,200 | |
| MAINE JEWISH FILM FESTIVAL | ||||||||
| PO BOX 7465 | PORTLAND | ME | 041127465 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $4,333 | |
| MAINE JEWISH MUSEUM | ||||||||
| 267 CONGRESS STREET | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | ANNUAL FUND | $250 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| DEVELOPMENT OFFICE 165 CAMBRIDGE ST | BOSTON | MA | 022415062 | NO RELATIONSHIP | PC | LUNDER BUILDING & DINEEN EDUCATION FUND | $1,753,507 | SUITE 600 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| DEVELOPMENT OFFICE 165 CAMBRIDGE ST | BOSTON | MA | 022415062 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $500 | SUITE 600 |
| MICHAEL J FOX FOUNDATION | ||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 101637644 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | |
| MUSICIAN AID SOCIETY OF NEW YORK | ||||||||
| 111 JOHN ST STE 230 | NEW YORK | NY | 10038 | NO RELATIONSHIP | PC | ANNUAL FUND | $500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| MAINE CHAPTER PO BOX 798 | PORTLAND | ME | 041040798 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| NEWTON-WELLESLEY HOSPITAL | ||||||||
| CHARITABLE FOUNDATION 2014 | NEWTON | MA | 02462 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | WASHINGTON ST |
| OLANA PARTNERSHIP | ||||||||
| PO BOX 199 | HUDSON | NY | 12534 | NO RELATIONSHIP | PC | ANNUAL FUND | $5,000 | |
| OUR LADIES KITCHEN | ||||||||
| PO BOX 193 | DEXTER | ME | 04930 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $50 | |
| PALM BEACH OPERA | ||||||||
| 415 SOUTH OLIVE AVE | WEST PALM BEACH | FL | 33401 | NO RELATIONSHIP | PC | ANNUAL FUND | $2,000 | |
| PALM BEACH SYMPHONY | ||||||||
| PO BOX 2056 | PALM BEACH | FL | 33480 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $500 | |
| PINE MANOR COLLEGE | ||||||||
| 400 HEATH ST | CHESTNUT HILL | MA | 02467 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $1,000 | |
| PINE MANOR COLLEGE | ||||||||
| 400 HEATH ST | CHESTNUT HILL | MA | 02467 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $1,000 | |
| PINE TREE CAMP | ||||||||
| PO BOX 518 | BATH | ME | 04530 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| PORTLAND CHAMBER MUSIC FESTIVAL | ||||||||
| 211 MARGINAL WAY PO BOX 9715-277 | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| PORTLAND MUSEUM OF ART - FRIENDS OF THE COLLECTION | ||||||||
| SEVEN CONGRESS SQUARE | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | ANNUAL FUND | $500 | |
| PORTLAND MUSEUM OF ART - PHOTOGRAPHY FUND | ||||||||
| SEVEN CONGRESS SQUARE | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | ANNUAL FUND | $1,000 | |
| PORTLAND SYMPHONY ORCHESTRA | ||||||||
| 477 CONGRESS ST MEZZANINE PO BOX | PORTLAND | ME | 041043573 | NO RELATIONSHIP | PC | ANNUAL FUND | $1,000 | 3573 |
| PORTOPERA | ||||||||
| PO BOX 7733 | PORTLAND | ME | 04112 | NO RELATIONSHIP | PC | ANNUAL FUND | $1,500 | |
| PROPUBLICA | ||||||||
| 55 BROADWAY 23RD FL | NEW YORK | NY | 10006 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $1,000 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVENUE SUITE 1201 | NEW YORK | NY | 10017 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | |
| SHELBURNE MUSEUM | ||||||||
| PO BOX 10 | SHELBURNE | VT | 05482 | NO RELATIONSHIP | PC | ANNUAL FUND | $500 | |
| SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE | ||||||||
| 200 PARK AVE SOUTH SUITE 1116 | NEW YORK | NY | 100031503 | NO RELATIONSHIP | PC | ANNUAL FUND | $1,000 | |
| SOUTHERN MAINE HILLEL | ||||||||
| THE MAINE JEWISH MUSEUM 267 | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | CONGRESS ST |
| SPRING HARBOR HOSPITAL | ||||||||
| 123 ANDOVER RD | WESTBROOK | ME | 04092 | NO RELATIONSHIP | PC | ANNUAL FUND | $1,000 | |
| SUSAN L CURTIS FOUNDATION | ||||||||
| PO BOX 821 | PORTLAND | ME | 04104 | NO RELATIONSHIP | PC | ANNUAL FUND | $50 | |
| TENACRE COUNTRY DAY SCHOOL | ||||||||
| DEVELOPMENT OFFICE 78 BENVENUE ST | WELLESLEY | MA | 02482 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $5,000 | |
| THE ARC OF THE GLADES | ||||||||
| 4250 NW 16TH ST | BELLE GLADE | FL | 33430 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $1,000 | |
| THE HEART & SOUL ANIMAL SANCTURY | ||||||||
| 73 WILD TURKEY WAY | SANTE FE | NM | 87505 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $500 | |
| TUFTS UNIVERSITY | ||||||||
| PACKARD HALL | MEDFORD | MA | 02155 | NO RELATIONSHIP | PC | SCHOOL OF EDUCATION | $2,000 | |
| UNITED WAY OF MID-MAINE INC | ||||||||
| PO BOX 91 | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | ANNUAL FUND | $1,000 | |
| UNIVERSITY OF NEW ENGLAND ART GALLERY | ||||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| VIETNAM VETERANS MEMORIAL FUND | ||||||||
| NATIONAL PROCESSING CENTER PO BOX | WASHINGTON | DC | 200906764 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | 96764 |
| WASHINGTON UNIVERSITY | ||||||||
| CAMPUS BOX 1101 1 BROOKINGS DRIVE | ST LOUIS | MO | 63130 | NO RELATIONSHIP | PC | UNRESTRICTED DONATION | $100 | |
| WATERVILLE HISTORICAL SOCIETY | ||||||||
| 62 SILVER ST UNIT B | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| WATERVILLE OPERA HOUSE & ARTSPACE | ||||||||
| 93 MAIN ST THIRD FLOOR | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| WESTBOROUGH EDUCATION FOUNDATION | ||||||||
| PO BOX 59 | WESTBOROUGH | MA | 01581 | NO RELATIONSHIP | PC | EDUCATIONAL PROGRAM | $200 | |
| WESTBOROUGH FOOD PANTRY | ||||||||
| 34 WEST MAIN ST | WESTBOROUGH | MA | 01581 | NO RELATIONSHIP | PC | ANNUAL FUND | $250 | |
| WESTON EDUCATION ENRICHMENT FUND COMMITTEE | ||||||||
| 89 WELLESLEY STREET | WESTON | MA | 02493 | NO RELATIONSHIP | PC | ANNUAL FUND | $500 | |
| WOMEN'S LUNCH PLACE | ||||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| WOUNDED WARRIORS PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NO RELATIONSHIP | PC | ANNUAL FUND | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,813,490 | 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 | $10 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,832,605 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,832,615 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,832,615 | 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 | $1,600 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | 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 | 10 SH BERKSHIRE HATHAWAY CLASS A | AssetDesc |
| How Acquired | DONATED | HowAcquiredTxt |
| Gross Sales Price | $1,753,507 | GrossSalesPriceAmt |
| Basis | $6,036 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $1,747,471 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| 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). |
| CHARITABLE DISTRIBUTION DETAIL | FORM 990-PF, PART I, LINE 25, COLUMN A | ON JULY 12, 2013, THE FOUNDATION DISTRIBUTED 10 SHARES OF BERKSHIRE HATHAWAY COMMON STOCK CLASS A TO MASSACHUSETTS GENERAL HOSPITAL. THE GIFTED PROPERTY HAD A BOOK VALUE OF $6,036 AND A FAIR MARKET VALUE OF $1,753,507. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY-CL A | $73,040 | $21,525,900 |
| BERKSHIRE HATHAWAY-CL B | $497 | $147,133 |
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 | $6,776 | $0 | $6,776 |
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 | $965 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments