Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
LUNDER FOUNDATION CO KENILWORTH INC
 

Number and street (or P.O. box number if mail is not delivered to street address)TWO MONUMENT SQUARE NO 530   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, ME04101
A Employer identification number

01-0437556
B Telephone number (see instructions)

(207) 775-7676
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$21,707,693J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 10 10  
4 Dividends and interest from securities......      
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 1,832,605
b Gross sales price for all assets on line 6a 1,838,936
7 Capital gain net income (from Part IV, line 2)... 85,134
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,832,615 85,144  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,600 400   1,200
c Other professional fees (attach schedule).... Click to see attachment 59,039 29,520   29,519
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 965 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,811 0   6,811
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,415 29,920   37,530
25 Contributions, gifts, grants paid........ 1,813,490 1,813,490
26 Total expenses and disbursements. Add lines 24 and 25 1,881,905 29,920   1,851,020
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -49,290
b Net investment income (if negative, enter -0-) 55,224
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 75,827 32,868 32,868
2 Savings and temporary cash investments.......... 1,792 1,792 1,792
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 79,868 Click to see attachment73,537 21,673,033
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 157,487 108,197 21,707,693
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 157,487 108,197
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 157,487 108,197
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 157,487 108,197
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 157,487
2 Enter amount from Part I, line 27a..................... 2 -49,290
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 108,197
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 108,197
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 735 SH BERKSHIRE HATHAWAY CLASS B   1993-11-07 2013-12-06
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 85,429   295 85,134
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       85,134
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 85,134
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 1,857,836 17,701,354 0.104954
2011 1,812,427 18,673,451 0.097059
2010 1,634,274 20,436,484 0.079968
2009 568,597 16,805,085 0.033835
2008 1,097,005 22,517,484 0.048718
2 Total of line 1, column (d) ...................... 2 0.364534
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.072907
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 20,566,012
5 Multiply line 4 by line 3....................... 5 1,499,406
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 552
7 Add lines 5 and 6......................... 7 1,499,958
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,851,020
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 552
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 552
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 552
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,040
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,040
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 488
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet488 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletME
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKENILWORTH INC Telephone no.bullet (207) 775-7676
    Located atbullet2 MONUMENT SQ SUITE 530PORTLANDME ZIP+4bullet04101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    PETER LUNDER TREASURER & DIRECTOR
    4.00     		0 0 0
    KENILWORTH INC 2 MONUMENT SQ SUITE
    530
    PORTLAND,ME04101
    PAULA LUNDER CHAIR & DIRECTOR
    4.00     		0 0 0
    KENILWORTH INC 2 MONUMENT SQ SUITE
    530
    PORTLAND,ME04101
    JOHN B EMORY PRESIDENT
    4.00     		0 0 0
    KENILWORTH INC 2 MONUMENT SQ SUITE
    530
    PORTLAND,ME04101
    STEVEN LUNDER DIRECTOR
    1.00     		0 0 0
    131 NEWTON STREET
    WESTON,MA024932314
    ALAN LUNDER DIRECTOR
    1.00     		0 0 0
    189 BRIDLE TRAIL ROAD
    NEEDHAM,MA02492
    MARC LUNDER DIRECTOR
    1.00     		0 0 0
    6 BIGELOW AVENUE
    MILL VALLEY,CA94941
    MARJORIE L GOLDY DIRECTOR
    4.00     		0 0 0
    17 BRICKYARD LANE
    WESTBOROUGH,MA01581
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    KENILWORTH INC INVESTMENT & GRANT ADMINISTRATION 59,039
    TWO MONUMENT SQ SUITE 530
    PORTLAND,ME04101
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,028,301
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    552
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    552
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,027,749
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,027,749
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    1,027,749
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 1,027,749
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010....... 614,352
    d From 2011....... 880,792
    e From 2012....... 974,778
    fTotal of lines 3a through e......... 2,469,922
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,851,020
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 1,027,749
    e Remaining amount distributed out of corpus 823,271
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,293,193
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		3,293,193
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010.... 614,352
    c Excess from 2011.... 880,792
    d Excess from 2012.... 974,778
    e Excess from 2013.... 823,271
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    PETER LUNDER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE LUNDER FOUNDATION CO KENILWORTH
    TWO MONUMENT SQUARE SUITE 530
    PORTLAND,ME04101
    (207) 775-7676
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    NONE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABBOTT MEMORIAL LIBRARY
    1 CHURCH STREET
    DEXTER,ME04930     		NO RELATIONSHIP PC ANNUAL FUND 100
    ABBY'S HOUSE
    52 HIGH STREET
    WORCESTER,MA016092499     		NO RELATIONSHIP PC ANNUAL FUND 100
    ALZHEIMER'S ASSOCIATION
    311 ARSENAL ST
    WATERTOWN,MA02472     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    AMERICAN HEART ASSOCIATION
    PO BOX 3588
    PORTLAND,ME041043588     		NO RELATIONSHIP PC UNRESTRICTED DONATION 50
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC200168143     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 100
    BABSON COLLEGE
    PO BOX 57310
    BABSON PARK,MA024579985     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 2,000
    BETH ISRAEL CONGREGATION
    PO BOX 1882
    WATERVILLE,ME049031882     		NO RELATIONSHIP PC ANNUAL FUND 3,000
    BETH ISRAEL CONGREGATION
    PO BOX 1882
    WATERVILLE,ME049031882     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    BETH ISRAEL DEACONESS MEDICAL CENTER
    PO BOX 9002
    BOSTON,MA022059002     		NO RELATIONSHIP PC UNRESTRICTED DONATION 250
    BOWDOIN COLLEGE
    4100 COLLEGE STATION
    BRUNSWICK,ME040118432     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 100
    BOYS & GIRLS CLUB
    ALFOND YOUTH CENTER 126 NORTH
    STREET
    WATERVILLE,ME04901     		NO RELATIONSHIP PC ANNUAL FUND 500
    CARRABASSETT VALLEY ACADEMY - LORING FUND
    3197 CARRABASSETT DRIVE
    CARRABASSETT VALLEY,ME04947     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 100
    CEDARS NURSING CARE CENTER
    PO BOX 466
    PORTLAND,ME041120466     		NO RELATIONSHIP PC ANNUAL FUND 100
    CHILDREN'S MUSEUM OF MAINE
    142 FREE ST
    PORTLAND,ME04101     		NO RELATIONSHIP PC ANNUAL FUND 100
    CLASSICAL SOUTH FLORIDA
    PO BOX 1628
    FORT LAUDERDALE,FL333021628     		NO RELATIONSHIP PC ANNUAL FUND 100
    COLGATE UNIVERSITY
    13 OAK DRIVE
    HAMILTON,NY133469989     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 1,000
    COMMUNITY DENTAL CENTER
    93 MAIN ST THIRD FLOOR
    WATERVILLE,ME04901     		NO RELATIONSHIP PC UNRESTRICTED DONATION 5,000
    CONGREGATION B'NAI SHALOM
    117 EAST MAIN ST PO BOX 1019
    WESTBOROUGH,MA01581     		NO RELATIONSHIP PC ANNUAL FUND 500
    DANA FARBER CANCER INSTITUTE - PAN MASS CHALLENGE
    10 BROOKLINE PLACE WEST 6TH FL
    BOSTON,MA024457226     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    DANA FARBER CANCER INSTITUTE - PAN MASS CHALLENGE
    11 BROOKLINE PLACE WEST 6TH FL
    BOSTON,MA024457226     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    DANA FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE WEST 6TH FL
    BOSTON,MA024457226     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    DANA FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE WEST 6TH FL
    BOSTON,MA024457226     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    DEXTER HISTORICAL SOCIETY
    PO BOX 481
    DEXTER,ME04930     		NO RELATIONSHIP PC ANNUAL FUND 250
    DEXTER PUBLIC HEALTH
    PO BOX 185
    DEXTER,ME04930     		NO RELATIONSHIP PC ANNUAL FUND 50
    DOWNEAST HORIZONS
    1200 STATE HIGHWAY 3
    BAR HARBOR,ME04609     		NO RELATIONSHIP PC ANNUAL FUND 100
    EDUCARE CENTRAL MAINE
    C/O KVCAP FINANCE DEPT 97 WATER ST
    WATERVILLE,ME04901     		NO RELATIONSHIP PC EDUCATIONAL PROGRAM 100
    FACING HISTORY AND OURSELVES
    16 HURD ROAD
    BROOKLINE,MA024456919     		NO RELATIONSHIP PC ANNUAL FUND 100
    FIRST BAPTIST CHURCH
    PO BOX 573
    DEXTER,ME04930     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    FOOD FOR SANTE FE
    PO BOX 31086
    SANTE FE,NM875941086     		NO RELATIONSHIP PC UNRESTRICTED DONATION 500
    HARVARD UNIVERSITY ART MUSEUMS
    32 QUINCY ST
    CAMBRIDGE,MA021389859     		NO RELATIONSHIP PC ANNUAL FUND 100
    HEBRON ACADEMY
    PO BOX 309
    HEBRON,ME042380309     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 50
    HEBRON ACADEMY
    PO BOX 309
    HEBRON,ME042380309     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 1,000
    HOLDERNESS SCHOOL
    CHAPEL LANE ROUTE 175 PO BOX 1879
    PLYMOUTH,NH03264     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 1,000
    HOLDERNESS SCHOOL
    CHAPEL LANE ROUTE 175 PO BOX 1879
    PLYMOUTH,NH03264     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 1,000
    HORIZONS FOR HOMELESS CHILDREN
    1705 COLUMBUS AVE
    ROXBURY,MA02119     		NO RELATIONSHIP PC ANNUAL FUND 100
    HOSPICE VOLUNTEERS OF WATERVILLE
    304 MAIN ST PO BOX 200
    WATERVILLE,ME049030200     		NO RELATIONSHIP PC ANNUAL FUND 1,000
    JACKSON LABORATORY
    610 MAIN STREET
    BAR HARBOR,ME04609     		NO RELATIONSHIP PC ANNUAL FUND 250
    JEWISH FEDERATION OF CENTRAL MASSACHUSETTS
    633 SALISBURY ST
    WORCESTER,MA01609     		NO RELATIONSHIP PC ANNUAL FUND 500
    JIMMY FUND
    77 FOURTH AVENUE
    NEEDHAM,MA02494     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    JIMMY FUND
    BOSTON MARATHON JIMMY FUND WALK PO
    BOX 3595
    BOSTON,MA022413595     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    KENNEBEC BEHAVIORAL HEALTH
    KMHA FOUNDATION INC67 EUSTIS
    PARKWAY
    WATERVILLE,ME049015173     		NO RELATIONSHIP PC ANNUAL FUND 250
    KRAVIS CENTER
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL33401     		NO RELATIONSHIP PC ANNUAL FUND 1,000
    LESLEY UNIVERSITY
    29 EVERETT ST
    CAMBRIDGE,MA021382790     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 1,000
    LIFEFLIGHT OF MAINE FOUNDATION
    PO BOX 899
    CAMDEN,ME04843     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    LITERACY VOLUNTEERS - WATERVILLE ME
    PO BOX 1645
    WATERVILLE,ME049031645     		NO RELATIONSHIP PC ANNUAL FUND 100
    MA SOCIETY FOR PREVENTION OF CRUELTY TO CHILDREN
    DEVELOPMENT OFFICE 99 SUMMER ST
    BOSTON,MA02110     		NO RELATIONSHIP PC ANNUAL FUND 100
    MAINE COLLEGE OF ART
    97 SPRING ST
    PORTLAND,ME04101     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 1,500
    MAINE COLLEGE OF ART
    97 SPRING ST
    PORTLAND,ME04101     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 1,200
    MAINE JEWISH FILM FESTIVAL
    PO BOX 7465
    PORTLAND,ME041127465     		NO RELATIONSHIP PC UNRESTRICTED DONATION 4,333
    MAINE JEWISH MUSEUM
    267 CONGRESS STREET
    PORTLAND,ME04101     		NO RELATIONSHIP PC ANNUAL FUND 250
    MASSACHUSETTS GENERAL HOSPITAL
    DEVELOPMENT OFFICE 165 CAMBRIDGE ST
    SUITE 600
    BOSTON,MA022415062     		NO RELATIONSHIP PC LUNDER BUILDING & DINEEN EDUCATION FUND 1,753,507
    MASSACHUSETTS GENERAL HOSPITAL
    DEVELOPMENT OFFICE 165 CAMBRIDGE ST
    SUITE 600
    BOSTON,MA022415062     		NO RELATIONSHIP PC UNRESTRICTED DONATION 500
    MICHAEL J FOX FOUNDATION
    GRAND CENTRAL STATION PO BOX 4777
    NEW YORK,NY101637644     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    MUSICIAN AID SOCIETY OF NEW YORK
    111 JOHN ST STE 230
    NEW YORK,NY10038     		NO RELATIONSHIP PC ANNUAL FUND 500
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    MAINE CHAPTER PO BOX 798
    PORTLAND,ME041040798     		NO RELATIONSHIP PC ANNUAL FUND 100
    NEWTON-WELLESLEY HOSPITAL
    CHARITABLE FOUNDATION 2014
    WASHINGTON ST
    NEWTON,MA02462     		NO RELATIONSHIP PC ANNUAL FUND 100
    OLANA PARTNERSHIP
    PO BOX 199
    HUDSON,NY12534     		NO RELATIONSHIP PC ANNUAL FUND 5,000
    OUR LADIES KITCHEN
    PO BOX 193
    DEXTER,ME04930     		NO RELATIONSHIP PC UNRESTRICTED DONATION 50
    PALM BEACH OPERA
    415 SOUTH OLIVE AVE
    WEST PALM BEACH,FL33401     		NO RELATIONSHIP PC ANNUAL FUND 2,000
    PALM BEACH SYMPHONY
    PO BOX 2056
    PALM BEACH,FL33480     		NO RELATIONSHIP PC ANNUAL FUND 100
    PERKINS SCHOOL FOR THE BLIND
    175 NORTH BEACON STREET
    WATERTOWN,MA02472     		NO RELATIONSHIP PC UNRESTRICTED DONATION 500
    PINE MANOR COLLEGE
    400 HEATH ST
    CHESTNUT HILL,MA02467     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 1,000
    PINE MANOR COLLEGE
    400 HEATH ST
    CHESTNUT HILL,MA02467     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 1,000
    PINE TREE CAMP
    PO BOX 518
    BATH,ME04530     		NO RELATIONSHIP PC ANNUAL FUND 100
    PORTLAND CHAMBER MUSIC FESTIVAL
    211 MARGINAL WAY PO BOX 9715-277
    PORTLAND,ME04101     		NO RELATIONSHIP PC ANNUAL FUND 100
    PORTLAND MUSEUM OF ART - FRIENDS OF THE COLLECTION
    SEVEN CONGRESS SQUARE
    PORTLAND,ME04101     		NO RELATIONSHIP PC ANNUAL FUND 500
    PORTLAND MUSEUM OF ART - PHOTOGRAPHY FUND
    SEVEN CONGRESS SQUARE
    PORTLAND,ME04101     		NO RELATIONSHIP PC ANNUAL FUND 1,000
    PORTLAND SYMPHONY ORCHESTRA
    477 CONGRESS ST MEZZANINE PO BOX
    3573
    PORTLAND,ME041043573     		NO RELATIONSHIP PC ANNUAL FUND 1,000
    PORTOPERA
    PO BOX 7733
    PORTLAND,ME04112     		NO RELATIONSHIP PC ANNUAL FUND 1,500
    PROPUBLICA
    55 BROADWAY 23RD FL
    NEW YORK,NY10006     		NO RELATIONSHIP PC UNRESTRICTED DONATION 1,000
    SEEDS OF PEACE
    370 LEXINGTON AVENUE SUITE 1201
    NEW YORK,NY10017     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    SHELBURNE MUSEUM
    PO BOX 10
    SHELBURNE,VT05482     		NO RELATIONSHIP PC ANNUAL FUND 500
    SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE
    200 PARK AVE SOUTH SUITE 1116
    NEW YORK,NY100031503     		NO RELATIONSHIP PC ANNUAL FUND 1,000
    SOUTHERN MAINE HILLEL
    THE MAINE JEWISH MUSEUM 267
    CONGRESS ST
    PORTLAND,ME04101     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    SPRING HARBOR HOSPITAL
    123 ANDOVER RD
    WESTBROOK,ME04092     		NO RELATIONSHIP PC ANNUAL FUND 1,000
    SUSAN L CURTIS FOUNDATION
    PO BOX 821
    PORTLAND,ME04104     		NO RELATIONSHIP PC ANNUAL FUND 50
    TENACRE COUNTRY DAY SCHOOL
    DEVELOPMENT OFFICE 78 BENVENUE ST
    WELLESLEY,MA02482     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 5,000
    THE ARC OF THE GLADES
    4250 NW 16TH ST
    BELLE GLADE,FL33430     		NO RELATIONSHIP PC UNRESTRICTED DONATION 1,000
    THE HEART & SOUL ANIMAL SANCTURY
    73 WILD TURKEY WAY
    SANTE FE,NM87505     		NO RELATIONSHIP PC UNRESTRICTED DONATION 500
    TUFTS UNIVERSITY
    PACKARD HALL
    MEDFORD,MA02155     		NO RELATIONSHIP PC SCHOOL OF EDUCATION 2,000
    UNITED WAY OF MID-MAINE INC
    PO BOX 91
    WATERVILLE,ME04901     		NO RELATIONSHIP PC ANNUAL FUND 1,000
    UNIVERSITY OF NEW ENGLAND ART GALLERY
    716 STEVENS AVE
    PORTLAND,ME04103     		NO RELATIONSHIP PC ANNUAL FUND 100
    VIETNAM VETERANS MEMORIAL FUND
    NATIONAL PROCESSING CENTER PO BOX
    96764
    WASHINGTON,DC200906764     		NO RELATIONSHIP PC ANNUAL FUND 100
    WASHINGTON UNIVERSITY
    CAMPUS BOX 1101 1 BROOKINGS DRIVE
    ST LOUIS,MO63130     		NO RELATIONSHIP PC UNRESTRICTED DONATION 100
    WATERVILLE HISTORICAL SOCIETY
    62 SILVER ST UNIT B
    WATERVILLE,ME04901     		NO RELATIONSHIP PC ANNUAL FUND 100
    WATERVILLE OPERA HOUSE & ARTSPACE
    93 MAIN ST THIRD FLOOR
    WATERVILLE,ME04901     		NO RELATIONSHIP PC ANNUAL FUND 100
    WESTBOROUGH EDUCATION FOUNDATION
    PO BOX 59
    WESTBOROUGH,MA01581     		NO RELATIONSHIP PC EDUCATIONAL PROGRAM 200
    WESTBOROUGH FOOD PANTRY
    34 WEST MAIN ST
    WESTBOROUGH,MA01581     		NO RELATIONSHIP PC ANNUAL FUND 250
    WESTON EDUCATION ENRICHMENT FUND COMMITTEE
    89 WELLESLEY STREET
    WESTON,MA02493     		NO RELATIONSHIP PC ANNUAL FUND 500
    WOMEN'S LUNCH PLACE
    67 NEWBURY STREET
    BOSTON,MA02116     		NO RELATIONSHIP PC ANNUAL FUND 100
    WOUNDED WARRIORS PROJECT
    PO BOX 758517
    TOPEKA,KS66675     		NO RELATIONSHIP PC ANNUAL FUND 100
    Total .................................bullet 3a 1,813,490
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 10  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,832,605  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,832,615 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,832,615
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    LUNDER FOUNDATION CO KENILWORTH INC
    EIN: 01-0437556
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORM 990PF PREPARATION 1,600 400   1,200

    TY 2013 AllOthProgRltdInvestmentsSch
    Name:
    LUNDER FOUNDATION CO KENILWORTH INC
    EIN: 01-0437556
    Category Amount
    NONE 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    LUNDER FOUNDATION CO KENILWORTH INC
    EIN: 01-0437556
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    10 SH BERKSHIRE HATHAWAY CLASS A   DONATED     1,753,507 6,036   0 1,747,471  

    TY 2013 GeneralExplanationAttachment
    Name:
    LUNDER FOUNDATION CO KENILWORTH INC
    EIN: 01-0437556
    Identifier Return Reference Explanation
    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.

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    LUNDER FOUNDATION CO KENILWORTH INC
    EIN: 01-0437556
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BERKSHIRE HATHAWAY-CL A 73,040 21,525,900
    BERKSHIRE HATHAWAY-CL B 497 147,133

    TY 2013 OtherExpensesSchedule
    Name:
    LUNDER FOUNDATION CO KENILWORTH INC
    EIN: 01-0437556
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEES 35 0   35
    OFFICE EXPENSE 6,776 0   6,776


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    LUNDER FOUNDATION CO KENILWORTH INC
    EIN: 01-0437556
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES - KENILWORTH 59,039 29,520   29,519


    TY 2013 TaxesSchedule
    Name:
    LUNDER FOUNDATION CO KENILWORTH INC
    EIN: 01-0437556
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 965 0   0