LUNDER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LUNDER FOUNDATION (EIN 01-0437556)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-02
- IRS object ID
- 201311229349100236
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-02T15:25:58-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010448006 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBIN RANDALL & BENNETT | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010437556 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUNDER FOUNDATION CO KENILWORTH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUND | NameControl |
| Phone | 2077757676 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN B EMORY | Name |
| Title | PRESIDENT | Title |
| Phone | 2077757676 | Phone |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL P DOIRON | Name |
| PTIN | P01206204 | PTIN |
| Phone | 2077721981 | Phone |
| Date Prepared | 2013-05-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 17816236 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 10 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1903926 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1912501 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 129983 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1903936 | TotalRevenueAndExpenses |
| Total Net Investment Income | 129993 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1750 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 59039 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 29520 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 29519 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1189 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2408 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2408 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 64386 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 29520 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 33677 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1825164 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1825164 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1889550 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 29520 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1858841 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14386 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 100473 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 52866 | CashBOY |
| Cash EOY | 75827 | CashEOY |
| Cash EOYFMV | 75827 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1792 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1792 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1792 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 88443 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 79868 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 17738617 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 143101 | TotalAssetsBOY |
| Total Assets EOY | 157487 | TotalAssetsEOY |
| Total Assets EOYFMV | 17816236 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 143101 | CapitalStockBOY |
| Capital Stock EOY | 157487 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 143101 | TotalNetAssetsBOY |
| Total Net Assets EOY | 157487 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 143101 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 157487 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 143101 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14386 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 157487 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 157487 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 1 SH BERKSHIRE HATHAWAY INC CL A | DescriptionOfAsset |
| Date Acquired | 1993-11-07 | DateAcquired |
| Date Sold | 2012-12-07 | DateSold |
| Gross Sales Price | 130587 | GrossSalesPrice |
| Cost Or Other Basis | 604 | CostOrOtherBasis |
| Gain Or Loss | 129983 | GainOrLoss |
| Gains Minus Excess Or Losses | 129983 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 129983 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1812427 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 18673451 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.097059 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1634274 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 20436484 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.079968 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 568597 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 16805085 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.033835 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1097005 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 22517484 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048718 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1210152 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 21935525 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055169 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.314749 | TotalDistributionRatio |
| Average Distribution Ratio | 0.062950 | AverageDistributionRatio |
| Net Noncharitable Assets | 17701354 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1114300 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1005 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1115305 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1858841 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1005 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1005 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1005 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1080 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1080 | TotalCreditsAndPayments |
| Overpayment | 75 | Overpayment |
| Amount Credited To Next Year | 75 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | ME | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KENILWORTH INC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2077757676 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
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) |
|---|---|---|
| Type Of Service | INVESTMENT & GRANT ADMINISTRATION | TypeOfService |
| Compensation | 59039 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 17904779 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 66139 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 17970918 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 17970918 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 269564 | CashDeemedCharitable |
| Net Noncharitable Assets | 17701354 | NetNoncharitableAssets |
| Minimum Investment Return | 885068 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 885068 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1005 | TaxBasedOnInvestmentIncome |
| Total Tax | 1005 | TotalTax |
| Distributable Amount Before Adj | 884063 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 884063 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 884063 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1858841 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1858841 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1005 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1857836 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 884063 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 108601 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 614352 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 880792 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1603745 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1858841 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 884063 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 974778 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2578523 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 108601 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2469922 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 614352 | ExcessFromYear2 |
| Excess From Year1 | 880792 | ExcessFromYear1 |
| Excess From Current Year | 974778 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER LUNDER | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE LUNDER FOUNDATION CO KENILWORTH | RecipientName |
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 Number | 2077757676 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE. | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (79 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ABBY'S HOUSE | ||||||||
| 52 HIGH STREET | WORCESTER | MA | 016092499 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| ACT OF LOVE ADOPTIONS | ||||||||
| MSPCC 99 SUMMER ST - 6TH FLOOR | BOSTON | MA | 02110 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,000 | |
| ADDISON GALLERY OF AMERICAN ART | ||||||||
| PHILLIPS ACADEMY | ANDOVER | MA | 018104161 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 311 ARSENAL ST | WATERTOWN | MA | 02472 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $100 | |
| AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200168143 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $100 | |
| BOYS & GIRLS CLUB | ||||||||
| ALFOND YOUTH CENTER 126 NORTH ST | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $500 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 60 EAST 56TH ST 8TH FL | NEW YORK | NY | 10022 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $550 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 60 EAST 56TH ST 8TH FL | NEW YORK | NY | 10022 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $250 | |
| CARRABASSETT VALLEY ACADEMY - LORING FUND | ||||||||
| 3197 CARRABASSETT DRIVE | CARRABASSETT VALLEY | ME | 04947 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $250 | |
| CHILDREN'S MUSEUM OF MAINE | ||||||||
| 142 FREE ST | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| COLBY COLLEGE - ALUMNI FUND | ||||||||
| 5600 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $25,295 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 133469989 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,000 | |
| CONGREGATION B'NAI SHALOM | ||||||||
| 117 EAST MAIN ST PO BOX 1019 | WESTBOROUGH | MA | 01581 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $500 | |
| CONGREGATION BETH ISRAEL | ||||||||
| 291 MAIN ST PO BOX 1882 | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $3,500 | |
| DANA FARBER CANCER INSTITUTE - PAN MASS CHALLENGE | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FL | BOSTON | MA | 024457226 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $100 | |
| DEXTER HISTORICAL SOCIETY | ||||||||
| PO BOX 481 | DEXTER | ME | 04930 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $250 | |
| DOWNEAST HORIZONS | ||||||||
| 1200 STATE HIGHWAY 3 | BAR HARBOR | ME | 04609 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| EDUCARE CENTRAL MAINE | ||||||||
| C/O KVCAP FINANCE DEPT 97 WATER ST | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | EDUCATIONAL PROGRAM | $100 | |
| FACING HISTORY AND OURSELVES | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 024456919 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| FAU FOUNDATION (FLORIDA ATLANTIC UNIV) | ||||||||
| 777 GLADES ROAD BUILDING 31D | BOCA RATON | FL | 334310991 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $100 | |
| HARVARD UNIVERSITY ART MUSEUMS | ||||||||
| 32 QUINCY ST | CAMBRIDGE | MA | 021389859 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| HEBRON ACADEMY | ||||||||
| PO BOX 309 | HEBRON | ME | 042380309 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $50 | |
| HEBRON ACADEMY | ||||||||
| PO BOX 309 | HEBRON | ME | 042380309 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,000 | |
| HOLDERNESS SCHOOL | ||||||||
| CHAPEL LANE ROUTE 175 PO BOX 1879 | PLYMOUTH | NH | 03264 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,000 | |
| HOLDERNESS SCHOOL | ||||||||
| CHAPEL LANE ROUTE 175 PO BOX 1879 | PLYMOUTH | NH | 03264 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,000 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| HOSPICE VOLUNTEERS OF WATERVILLE | ||||||||
| 304 MAIN ST PO BOX 200 | WATERVILLE | ME | 049030200 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,000 | |
| JEFFREY S PAROLA FOUNDATION | ||||||||
| C/O DENNIS PATTIE HAYDEN PO BOX 451 | SOUTH CHINA | ME | 04358 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| JEWISH FEDERATION OF CENTRAL MASSACHUSETTS | ||||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $500 | |
| JIMMY FUND - IHO DR STONE | ||||||||
| BOSTON MARATHON JIMMY FUND WALK PO | BOSTON | MA | 022413595 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $100 | BOX 3595 |
| KENNEBEC BEHAVIORAL HEALTH | ||||||||
| KMHA FOUNDATION INC 67 EUSTIS | WATERVILLE | ME | 049015173 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $250 | PARKWAY |
| KRAVIS CENTER | ||||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,000 | |
| LESLEY UNIVERSITY | ||||||||
| 29 EVERETT ST | CAMBRIDGE | MA | 021382790 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,000 | |
| LOWN CARDIOVASCULAR RESEARCH FOUNDATION | ||||||||
| 21 LONGWOOD AVE | BROOKLINE | MA | 024465239 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| MAINE CENTER FOR CREATIVITY | ||||||||
| 477 CONGRESS ST 5TH FL | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $600 | |
| MAINE CHILDRENS HOME FOR LITTLE WANDERERS | ||||||||
| DEVELOPMENT OFFICE 93 SILVER STREET | WATERVILLE | ME | 049015923 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,000 | |
| MAINE COLLEGE OF ART | ||||||||
| 97 SPRING ST | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,500 | |
| MAINE COLLEGE OF ART | ||||||||
| 97 SPRING ST | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,000 | |
| MAINE PUBLIC BROADCASTING | ||||||||
| 1450 LISBON ST | LEWISTON ME | ME | 042403595 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,000 | |
| MAINE SPORTS HALL OF FAME | ||||||||
| 23 JOE AVE | WINSLOW | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $100 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| DEVELOPMENT OFFICE 165 CAMBRIDGE ST | BOSTON | MA | 02114 | NO RELATIONSHIP | PUBLIC CHARITY | LUNDER BUILDING FUND & DINEEN EDUCATION FUND | $1,756,619 | SUITE 600 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| PO BOX 415062 | BOSTON | MA | 022415062 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $100 | |
| MSPCC | ||||||||
| DEVELOPMENT OFFICE 99 SUMMER ST | BOSTON | MA | 02110 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| MUSICIAN AID SOCIETY OF NEW YORK | ||||||||
| 111 JOHN ST STE 230 | NEW YORK | NY | 10038 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| MAINE CHAPTER PO BOX 798 | PORTLAND | ME | 041040798 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| NEWTON-WELLESLEY HOSPITAL | ||||||||
| CHARITABLE FOUNDATION 2014 | NEWTON | MA | 02462 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | WASHINGTON ST |
| OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| OFFICE OF DEVELOPMENT 660 ACKERMAN | COLUMBUS | OH | 432183112 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $250 | RD STE 639 |
| PALM BEACH FELLOWSHIP OF CHRISTIAN & JEWS | ||||||||
| 251 SOUTH COUNTY RD | PALM BEACH | FL | 33480 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $100 | |
| PALM BEACH OPERA | ||||||||
| 415 SOUTH OLIVE AVE | WEST PALM BEACH | FL | 33401 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,000 | |
| PARKSIDE SCHOOL | ||||||||
| 48 WEST 7TH ST | NEW YORK | NY | 10023 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,000 | |
| PARKSIDE SCHOOL | ||||||||
| 48 WEST 7TH ST | NEW YORK | NY | 10023 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $500 | |
| PINE MANOR COLLEGE | ||||||||
| 400 HEATH ST | CHESTNUT HILL | MA | 02467 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,000 | |
| PINE MANOR COLLEGE | ||||||||
| 400 HEATH ST | CHESTNUT HILL | MA | 02467 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,000 | |
| PINE TREE CAMP | ||||||||
| PINE TREE CAMP APPEAL PO BOX 518 | BATH | ME | 04530 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| PINE TREE LEGAL ASSISTANCE | ||||||||
| 88 FEDERAL ST PO BOX 547 | PORTLAND | ME | 04112 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| PORTLAND CHAMBER MUSIC FESTIVAL | ||||||||
| 211 MARGINAL WAY PO BOX 9715-277 | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| PORTLAND SYMPHONY ORCHESTRA | ||||||||
| 477 CONGRESS ST MEZZANINEPO BOX | PORTLAND | ME | 041043573 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,000 | 3573 |
| PORTOPERA | ||||||||
| PO BOX 7733 | PORTLAND | ME | 04112 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,500 | |
| PROPUBLICA | ||||||||
| 55 BROADWAY 23RD FL | NEW YORK | NY | 10006 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $100 | |
| RSU 64 DESTINATION IMAGINATION | ||||||||
| 408 MAIN ST | CORINTH | ME | 04427 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $250 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| OFFICE OF DEVELOPMENT 2900 ROCKY | TAMPA | FL | 33607 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $250 | POINT DRIVE |
| SMITHSONIAN AMERICAN ART MUSEUM | ||||||||
| OFFICE OF SPECIAL EVENTS PO BOX | WASHINGTON | DC | 200137012 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,000 | 37012 |
| SOUTHERN MAINE HILLEL | ||||||||
| THE MAINE JEWISH MUSEUM 267 | PORTLAND | ME | 04101 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $100 | CONGRESS S |
| SPRING HARBOR HOSPITAL | ||||||||
| 123 ANDOVER RD | WESTBROOK | ME | 04092 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $1,000 | |
| SUSAN L CURTIS FOUNDATION | ||||||||
| PO BOX 821 | PORTLAND | ME | 04104 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $50 | |
| TENACRE COUNTRY DAY SCHOOL | ||||||||
| DEVELOPMENT OFFICE 78 BENVENUE ST | WELLESLEY | MA | 02482 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $5,000 | |
| THE ARC OF THE GLADES | ||||||||
| 4250 NW 16TH ST | BELLE GLADE | FL | 33430 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,000 | |
| THE DEMPSEY CHALLENGE | ||||||||
| PATRICK DEMPSEY CENTER FOR CANCER | LEWISTON | ME | 04240 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $100 | 10 HIGH ST STE 301 |
| TOWN OF WESTON EDUCATION ENRICHMENT FUND | ||||||||
| EDUCATION ENRICHMENT FUND WESTON | WESTON | MA | 02493 | NO RELATIONSHIP | PUBLIC CHARITY | EDUCATIONAL PROGRAM | $500 | SCHOOLS |
| TRUSTEES OF TUFTS COLLEGE - TISCH COLLEGE | ||||||||
| TUFTS UNIVERSITY 80 GEORGE ST | MEDFORD | MA | 02155 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $1,000 | |
| TUFTS UNIVERSITY | ||||||||
| PACKARD HALL | MEDFORD | MA | 02155 | NO RELATIONSHIP | PUBLIC CHARITY | SCHOOL OF EDUCATION | $2,000 | |
| UNIVERSITY OF NEW ENGLAND ART GALLERY | ||||||||
| 716 STEVENS AVE | PORTLAND | ME | 04103 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| VIETNAM VETERANS MEMORIAL FUND | ||||||||
| NATIONAL PROCESSING CENTER PO BOX | WASHINGTON | DC | 200906764 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | 96764 |
| WATERVILLE HISTORICAL SOCIETY | ||||||||
| 62 SILVER ST UNIT B | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| WATERVILLE MAIN STREET | ||||||||
| 177 MAIN ST | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $100 | |
| WATERVILLE OPERA HOUSE & ARTSPACE | ||||||||
| 93 MAIN ST THIRD FLOOR | WATERVILLE | ME | 04901 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $100 | |
| WESTBOROUGH EDUCATION FOUNDATION | ||||||||
| PO BOX 59 | WESTBOROUGH | MA | 01581 | NO RELATIONSHIP | PUBLIC CHARITY | EDUCATIONAL PROGRAM | $200 | |
| WESTBOROUGH FOOD PANTRY | ||||||||
| 34 WEST MAIN ST | WESTBOROUGH | MA | 01581 | NO RELATIONSHIP | PUBLIC CHARITY | ANNUAL FUND | $250 | |
| WORLD CHILDHOOD FOUNDATION INC | ||||||||
| 183 MADISON AVE STE 715 | NEW YORK | NY | 10016 | NO RELATIONSHIP | PUBLIC CHARITY | UNRESTRICTED DONATION | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1825164 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,903,926 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,903,936 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1903936 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990PF PREPARATION | Category |
| Amount | $1,750 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1750 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | BasisBasis | Sales ExpenseSalesExpense | Total NetTotalNet |
|---|---|---|---|---|---|
| 13 SH BERKSHIRE HATHAWAY CLASS A DONATED | DONATED | 1756619 | 7847 | 0 | 1748772 |
| 313 SH BERKSHIRE HATHAWAY CLASS B DONATED | DONATED | 25295 | 124 | 0 | 25171 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 JUNE 7, 2012, THE FOUNDATION DISTRIBUTED 313 SHARES OF BERKSHIRE HATHAWAY COMMON STOCK CLASS B TO COLBY COLLEGE. THE GIFTED PROPERTY HAD A BOOK VALUE OF $124 AND A FAIR MARKET VALUE OF $25,295.ON OCTOBER 17, 2012, THE FOUNDATION DISTRIBUTED 13 SHARES OF BERKSHIRE HATHAWAY COMMON STOCK CLASS A TO MASSACHUSETTS GENERAL HOSPITAL. THE GIFTED PROPERTY HAD A BOOK VALUE OF $7,847 AND A FAIR MARKET VALUE OF $1,756,619. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BERKSHIRE HATHAWAY-CL A | 79680 | 17695920 |
| BERKSHIRE HATHAWAY-CL B | 188 | 42697 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEES | 35 | 0 | 35 |
| OFFICE EXPENSE | 2373 | 0 | 2373 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES-KENILWORTH | Category |
| Amount | $59,039 | Amount |
| Net Investment Income | 29520 | NetInvestmentIncome |
| Disbursements Charitable Prps | 29519 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $1,189 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments