2013-05-02T15:25:58-05:00 2012-12-31 010448006 ALBIN RANDALL & BENNETT PO BOX 445 130 MIDDLE STREET PORTLAND ME 041120445 990PF 2012-01-01 010437556 LUNDER FOUNDATION CO KENILWORTH INC LUND 2077757676 TWO MONUMENT SQUARE NO 530 PORTLAND ME 04101 JOHN B EMORY 2077757676 2013-05-01 1 DANIEL P DOIRON P01206204 2077721981 2013-05-01 2012 2016-02-24 21:20:13Z X 17816236 X X 10 10 1903926 1912501 129983 1903936 129993 0 0 0 1750 0 1750 59039 29520 29519 1189 0 0 2408 0 2408 64386 29520 33677 1825164 1825164 1889550 29520 1858841 14386 100473 52866 75827 75827 1792 1792 1792 88443 79868 17738617 143101 157487 17816236 0 0 X 143101 157487 0 0 0 0 143101 157487 143101 157487 143101 14386 0 157487 0 157487 1 SH BERKSHIRE HATHAWAY INC CL A 1993-11-07 2012-12-07 130587 604 129983 129983 129983 0 1812427 18673451 0.097059 1634274 20436484 0.079968 568597 16805085 0.033835 1097005 22517484 0.048718 1210152 21935525 0.055169 0.314749 0.062950 17701354 1114300 1005 1115305 1858841 X 1005 0 1005 0 1005 1080 1080 75 75 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 4.00 0 0 0 PAULA LUNDER KENILWORTH INC 2 MONUMENT SQ SUITE 530 PORTLAND ME 04101 4.00 0 0 0 JOHN B EMORY KENILWORTH INC 2 MONUMENT SQ SUITE 530 PORTLAND ME 04101 4.00 0 0 0 STEVEN LUNDER 131 NEWTON STREET WESTON MA 024932314 1.00 0 0 0 ALAN LUNDER 189 BRIDLE TRAIL ROAD NEEDHAM MA 02492 1.00 0 0 0 MARC LUNDER 6 BIGELOW AVENUE MILL VALLEY CA 94941 1.00 0 0 0 MARJORIE L GOLDY 17 BRICKYARD LANE WESTBOROUGH MA 01581 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 17904779 66139 0 17970918 0 0 17970918 269564 17701354 885068 885068 1005 1005 884063 0 884063 0 884063 1858841 0 1858841 1005 1857836 884063 0 0 108601 614352 880792 1603745 1858841 0 0 0 884063 974778 0 0 2578523 0 0 0 0 0 0 108601 2469922 614352 880792 974778 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. 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 1000 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 25295 COLGATE UNIVERSITY 13 OAK DRIVE HAMILTON NY 133469989 NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 1000 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 3500 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 1000 HOLDERNESS SCHOOL CHAPEL LANE ROUTE 175 PO BOX 1879 PLYMOUTH NH 03264 NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 1000 HOLDERNESS SCHOOL CHAPEL LANE ROUTE 175 PO BOX 1879 PLYMOUTH NH 03264 NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 1000 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 1000 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 BOX 3595 BOSTON MA 022413595 NO RELATIONSHIP PUBLIC CHARITY UNRESTRICTED DONATION 100 KENNEBEC BEHAVIORAL HEALTH KMHA FOUNDATION INC 67 EUSTIS PARKWAY WATERVILLE ME 049015173 NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 250 KRAVIS CENTER 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 1000 LESLEY UNIVERSITY 29 EVERETT ST CAMBRIDGE MA 021382790 NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 1000 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 1000 MAINE COLLEGE OF ART 97 SPRING ST PORTLAND ME 04101 NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 1500 MAINE COLLEGE OF ART 97 SPRING ST PORTLAND ME 04101 NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 1000 MAINE PUBLIC BROADCASTING 1450 LISBON ST LEWISTON ME ME 042403595 NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 1000 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 SUITE 600 BOSTON MA 02114 NO RELATIONSHIP PUBLIC CHARITY LUNDER BUILDING FUND & DINEEN EDUCATION FUND 1756619 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 WASHINGTON ST NEWTON MA 02462 NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100 OHIO STATE UNIVERSITY FOUNDATION OFFICE OF DEVELOPMENT 660 ACKERMAN RD STE 639 COLUMBUS OH 432183112 NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 250 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 1000 PARKSIDE SCHOOL 48 WEST 7TH ST NEW YORK NY 10023 NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 1000 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 1000 PINE MANOR COLLEGE 400 HEATH ST CHESTNUT HILL MA 02467 NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 1000 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 3573 PORTLAND ME 041043573 NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 1000 PORTOPERA PO BOX 7733 PORTLAND ME 04112 NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 1500 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 POINT DRIVE TAMPA FL 33607 NO RELATIONSHIP PUBLIC CHARITY UNRESTRICTED DONATION 250 SMITHSONIAN AMERICAN ART MUSEUM OFFICE OF SPECIAL EVENTS PO BOX 37012 WASHINGTON DC 200137012 NO RELATIONSHIP PUBLIC CHARITY UNRESTRICTED DONATION 1000 SOUTHERN MAINE HILLEL THE MAINE JEWISH MUSEUM 267 CONGRESS S PORTLAND ME 04101 NO RELATIONSHIP PUBLIC CHARITY UNRESTRICTED DONATION 100 SPRING HARBOR HOSPITAL 123 ANDOVER RD WESTBROOK ME 04092 NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 1000 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 5000 THE ARC OF THE GLADES 4250 NW 16TH ST BELLE GLADE FL 33430 NO RELATIONSHIP PUBLIC CHARITY UNRESTRICTED DONATION 1000 THE DEMPSEY CHALLENGE PATRICK DEMPSEY CENTER FOR CANCER 10 HIGH ST STE 301 LEWISTON ME 04240 NO RELATIONSHIP PUBLIC CHARITY UNRESTRICTED DONATION 100 TOWN OF WESTON EDUCATION ENRICHMENT FUND EDUCATION ENRICHMENT FUND WESTON SCHOOLS WESTON MA 02493 NO RELATIONSHIP PUBLIC CHARITY EDUCATIONAL PROGRAM 500 TRUSTEES OF TUFTS COLLEGE - TISCH COLLEGE TUFTS UNIVERSITY 80 GEORGE ST MEDFORD MA 02155 NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 1000 TUFTS UNIVERSITY PACKARD HALL MEDFORD MA 02155 NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 2000 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 96764 WASHINGTON DC 200906764 NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100 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 1825164 0 14 10 18 1903926 0 1903936 0 1903936 0 0 0 0 0 0 0 0 0 0 FORM 990PF PREPARATION 1750 0 1750 NONE 0 13 SH BERKSHIRE HATHAWAY CLASS A DONATED DONATED 1756619 7847 0 1748772 313 SH BERKSHIRE HATHAWAY CLASS B DONATED DONATED 25295 124 0 25171 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. BERKSHIRE HATHAWAY-CL A 79680 17695920 BERKSHIRE HATHAWAY-CL B 188 42697 FEES 35 0 35 OFFICE EXPENSE 2373 0 2373 MANAGEMENT FEES-KENILWORTH 59039 29520 29519 FEDERAL TAXES 1189 0 0