2014-05-15T13:03:22-05:00 2013-12-31 010448006 ALBIN RANDALL & BENNETT PO BOX 445 130 MIDDLE STREET PORTLAND ME 041120445 990PF 2013-01-01 010437556 LUNDER FOUNDATION CO KENILWORTH INC LUND 2077757676 TWO MONUMENT SQUARE NO 530 PORTLAND ME 04101 JOHN B EMORY PRESIDENT 2077757676 2014-04-28 1 DANIEL P DOIRON P01206204 2077721981 2014-04-28 2013 2015-12-30 17:16:21Z X 21707693 X X 10 10 1832605 1838936 85134 1832615 85144 0 0 0 1600 400 1200 59039 29520 29519 965 0 0 6811 0 6811 68415 29920 37530 1813490 1813490 1881905 29920 1851020 -49290 55224 75827 32868 32868 1792 1792 1792 79868 73537 21673033 157487 108197 21707693 0 0 X 157487 108197 0 0 0 0 157487 108197 157487 108197 157487 -49290 0 108197 0 108197 735 SH BERKSHIRE HATHAWAY CLASS B 1993-11-07 2013-12-06 85429 295 85134 85134 85134 0 1857836 17701354 0.104954 1812427 18673451 0.097059 1634274 20436484 0.079968 568597 16805085 0.033835 1097005 22517484 0.048718 0.364534 0.072907 20566012 1499406 552 1499958 1851020 X 552 0 552 0 552 1040 1040 488 488 0 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 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 NONE 0 KENILWORTH INC TWO MONUMENT SQ SUITE 530 PORTLAND ME 04101 INVESTMENT & GRANT ADMINISTRATION 59039 0 NONE 0 NONE 0 0 0 20821409 57791 0 20879200 0 0 20879200 313188 20566012 1028301 1028301 552 552 1027749 0 1027749 0 1027749 1851020 0 1851020 552 1850468 1027749 0 0 614352 880792 974778 2469922 1851020 0 0 0 1027749 823271 0 0 3293193 0 0 0 0 0 0 0 3293193 614352 880792 974778 823271 PETER LUNDER 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. 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 2000 BETH ISRAEL CONGREGATION PO BOX 1882 WATERVILLE ME 049031882 NO RELATIONSHIP PC ANNUAL FUND 3000 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 STREET WATERVILLE ME 04901 NO RELATIONSHIP PC ANNUAL FUND 500 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 1000 COMMUNITY DENTAL CENTER 93 MAIN ST THIRD FLOOR WATERVILLE ME 04901 NO RELATIONSHIP PC UNRESTRICTED DONATION 5000 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 1000 HOLDERNESS SCHOOL CHAPEL LANE ROUTE 175 PO BOX 1879 PLYMOUTH NH 03264 NO RELATIONSHIP PC SCHOOL OF EDUCATION 1000 HOLDERNESS SCHOOL CHAPEL LANE ROUTE 175 PO BOX 1879 PLYMOUTH NH 03264 NO RELATIONSHIP PC SCHOOL OF EDUCATION 1000 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 1000 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 BOX 3595 BOSTON MA 022413595 NO RELATIONSHIP PC UNRESTRICTED DONATION 100 KENNEBEC BEHAVIORAL HEALTH KMHA FOUNDATION INC67 EUSTIS PARKWAY WATERVILLE ME 049015173 NO RELATIONSHIP PC ANNUAL FUND 250 KRAVIS CENTER 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 NO RELATIONSHIP PC ANNUAL FUND 1000 LESLEY UNIVERSITY 29 EVERETT ST CAMBRIDGE MA 021382790 NO RELATIONSHIP PC SCHOOL OF EDUCATION 1000 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 1500 MAINE COLLEGE OF ART 97 SPRING ST PORTLAND ME 04101 NO RELATIONSHIP PC SCHOOL OF EDUCATION 1200 MAINE JEWISH FILM FESTIVAL PO BOX 7465 PORTLAND ME 041127465 NO RELATIONSHIP PC UNRESTRICTED DONATION 4333 MAINE JEWISH MUSEUM 267 CONGRESS STREET PORTLAND ME 04101 NO RELATIONSHIP PC ANNUAL FUND 250 MASSACHUSETTS GENERAL HOSPITAL DEVELOPMENT OFFICE 165 CAMBRIDGE ST SUITE 600 BOSTON MA 022415062 NO RELATIONSHIP PC LUNDER BUILDING & DINEEN EDUCATION FUND 1753507 MASSACHUSETTS GENERAL HOSPITAL DEVELOPMENT OFFICE 165 CAMBRIDGE ST SUITE 600 BOSTON MA 022415062 NO RELATIONSHIP PC UNRESTRICTED DONATION 500 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 WASHINGTON ST NEWTON MA 02462 NO RELATIONSHIP PC ANNUAL FUND 100 OLANA PARTNERSHIP PO BOX 199 HUDSON NY 12534 NO RELATIONSHIP PC ANNUAL FUND 5000 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 2000 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 1000 PINE MANOR COLLEGE 400 HEATH ST CHESTNUT HILL MA 02467 NO RELATIONSHIP PC SCHOOL OF EDUCATION 1000 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 1000 PORTLAND SYMPHONY ORCHESTRA 477 CONGRESS ST MEZZANINE PO BOX 3573 PORTLAND ME 041043573 NO RELATIONSHIP PC ANNUAL FUND 1000 PORTOPERA PO BOX 7733 PORTLAND ME 04112 NO RELATIONSHIP PC ANNUAL FUND 1500 PROPUBLICA 55 BROADWAY 23RD FL NEW YORK NY 10006 NO RELATIONSHIP PC UNRESTRICTED DONATION 1000 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 1000 SOUTHERN MAINE HILLEL THE MAINE JEWISH MUSEUM 267 CONGRESS ST PORTLAND ME 04101 NO RELATIONSHIP PC UNRESTRICTED DONATION 100 SPRING HARBOR HOSPITAL 123 ANDOVER RD WESTBROOK ME 04092 NO RELATIONSHIP PC ANNUAL FUND 1000 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 5000 THE ARC OF THE GLADES 4250 NW 16TH ST BELLE GLADE FL 33430 NO RELATIONSHIP PC UNRESTRICTED DONATION 1000 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 2000 UNITED WAY OF MID-MAINE INC PO BOX 91 WATERVILLE ME 04901 NO RELATIONSHIP PC ANNUAL FUND 1000 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 96764 WASHINGTON DC 200906764 NO RELATIONSHIP PC ANNUAL FUND 100 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 1813490 0 14 10 18 1832605 0 1832615 0 1832615 0 0 0 0 0 0 0 0 0 0 FORM 990PF PREPARATION 1600 400 1200 NONE 0 10 SH BERKSHIRE HATHAWAY CLASS A DONATED 1753507 6036 0 1747471 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. BERKSHIRE HATHAWAY-CL A 73040 21525900 BERKSHIRE HATHAWAY-CL B 497 147133 FEES 35 0 35 OFFICE EXPENSE 6776 0 6776 MANAGEMENT FEES - KENILWORTH 59039 29520 29519 FEDERAL TAXES 965 0 0