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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
LUNDER FOUNDATION
C/O 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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,986,206J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 14,770,809
2 Check bullet.............
3 Interest on savings and temporary cash investments 74 74  
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 13,853,281
b Gross sales price for all assets on line 6a 13,881,187
7 Capital gain net income (from Part IV, line 2)... 325,360
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)....... Click to see attachment 21,719 0  
12 Total. Add lines 1 through 11........ 28,645,883 325,434  
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)......... Click to see attachment 625 0   625
b Accounting fees (attach schedule)....... Click to see attachment 2,525 631   1,894
c Other professional fees (attach schedule).... Click to see attachment 88,935 44,467   44,468
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,649 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 4,721 0   4,721
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 99,455 45,098   51,708
25 Contributions, gifts, grants paid....... 13,809,567 13,809,567
26 Total expenses and disbursements. Add lines 24 and 25 13,909,022 45,098   13,861,275
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,736,861
b Net investment income (if negative, enter -0-) 280,336
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 202,673 20,595 20,595
2 Savings and temporary cash investments......... 1,964 178,000 178,000
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)....... 4,494 Click to see attachment5,073 2,787,611
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) 209,131 203,668 2,986,206
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 209,131 203,668
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 209,131 203,668
30 Total liabilities and net assets/fund balances (see instructions). 209,131 203,668
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
209,131
2
Enter amount from Part I, line 27a .....................
2
14,736,861
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,945,992
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
14,742,324
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
203,668
Form 990-PF (2020)
Form 990-PF (2020)
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 1 SH BERKSHIRE HATHAWAY CLASS A   1993-11-07 2020-08-31
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 325,993   633 325,360
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       325,360
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 2 325,360
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,897
c All other domestic foundations enter 1.39% 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 3,897
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 3,897
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,097
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? See the 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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 DIRECTOR
    2.00     		0 0 0
    KENILWORTH INC 2 MONUMENT SQ SUITE
    530
    PORTLAND,ME04101
    KEVIN M GILLIS PRESIDENT
    2.00     		0 0 0
    KENILWORTH INC 2 MONUMENT SQ SUITE
    530
    PORTLAND,ME04101
    STEVEN W LUNDER DIRECTOR
    1.00     		0 0 0
    KENILWORTH INC 2 MONUMENT SQ SUITE
    530
    PORTLAND,ME04101
    ALAN E LUNDER DIRECTOR
    1.00     		0 0 0
    KENILWORTH INC 2 MONUMENT SQ SUITE
    530
    PORTLAND,ME04101
    MARC F LUNDER DIRECTOR
    1.00     		0 0 0
    KENILWORTH INC 2 MONUMENT SQ SUITE
    530
    PORTLAND,ME04101
    MARJORIE L GOLDY DIRECTOR
    4.00     		0 0 0
    KENILWORTH INC 2 MONUMENT SQ SUITE
    530
    PORTLAND,ME04101
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 88,935
    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  
    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 instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    4,390,353
    b
    Average of monthly cash balances.......................
    1b
    184,726
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,575,079
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,575,079
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    68,626
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,506,453
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    225,323
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    225,323
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,897
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,897
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    221,426
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    21,719
    5
    Add lines 3 and 4............................
    5
    243,145
    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
    243,145
    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
    13,861,275
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    13,861,275
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    13,861,275
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 243,145
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 2,142,471
    b From 2016...... 12,153,497
    c From 2017...... 15,768,507
    d From 2018...... 14,499,573
    e From 2019...... 15,272,872
    fTotal of lines 3a through e........ 59,836,920
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 13,861,275
    a Applied to 2019, 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 2020 distributable amount..... 243,145
    e Remaining amount distributed out of corpus 13,618,130
    5 Excess distributions carryover applied to 2020. 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 73,455,050
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		2,142,471
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		71,312,579
    10 Analysis of line 9:
    a Excess from 2016.... 12,153,497
    b Excess from 2017.... 15,768,507
    c Excess from 2018.... 14,499,573
    d Excess from 2019.... 15,272,872
    e Excess from 2020.... 13,618,130
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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
    STEVEN W LUNDER
    ALAN E LUNDER
    MARC F LUNDER
    MARJORIE L GOLDY
    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 (2020)
    Form 990-PF (2020)
    Page 11
    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
    AFRICA SCHOOLHOUSE
    314 DANFORTH STREET
    PORTLAND,ME04102     		  PC SCHOOL OF EDUCATION 500
    ALZHEIMER'S DRUG DISCOVERY FOUNDATION
    57 WEST 57TH STREET SUITE 904
    NEW YORK,NY10019     		  PC MEDICAL 500
    AMERICAN ALUMNI OF GLASGOW UNIVERSITY
    183 WOLF HARBOR
    MILFORD,CT06461     		  PC WHISTLER CONSORTIUM 45,249
    AMERICAN FRIENDS OF MAGEN DAVID ADOM - IN HONOR OF C GIGLIOTTI
    3300 PGA BLVD SUITE 970
    PALM BEACH GARDENS,FL33410     		  PC ANNUAL FUND 2,500
    AMERICAN FRIENDS OF THE ISRAEL MUSEUM
    545 FIFTH AVE SUITE 920
    NEW YORK,NY10017     		  PC ART MUSEUM 10,000
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016     		  PC SCHOOL OF EDUCATION 200
    ART INSTITUTE OF CHICAGO
    111 SOUTH MICHIGAN AVE
    CHICAGO,IL60603     		  PC ART MUSEUM 10,000
    ASSOCIATION OF ISRAEL'S DECORATIVE ARTS
    100 WORTH AVE APT 713
    PALM BEACH,FL33480     		  PC ANNUAL FUND 250
    BABSON COLLEGE
    PO BOX 57310
    BABSON PARK,MA02457     		  PC SCHOOL OF EDUCATION 100
    BABSON COLLEGE
    PO BOX 57310
    BABSON PARK,MA024579985     		  PC SCHOOL OF EDUCATION 340,782
    BABSON COLLEGE
    PO BOX 57310
    BABSON PARK,MA024579985     		  PC SCHOOL OF EDUCATION 2,000
    BEST BUDDIES MAINE
    PO BOX 57310
    CUMBERLAND,ME04021     		  PC ANNUAL FUND 500
    BETH ISRAEL CONGREGATION
    PO BOX 1882
    WATERVILLE,ME04901     		  PC ANNUAL FUND 2,500
    BETH ISRAEL DEACONESS MEDICAL CENTER
    PO BOX 9002
    BOSTON,MA02205     		  PC MEDICAL 100
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    BOSTON,MA02467     		  PC SCHOLARSHIP FUND 50,602
    BOYS & GIRLS CLUB AND YMCA
    ALFOND YOUTH CENTER 126 NORTH
    STREET
    WATERVILLE,ME04902     		  PC ANNUAL FUND 500
    CAPE ANN MUSEUM
    27 PLEASANT STREET
    GLOUCESTER,MA01930     		  PC ANNUAL FUND 100,808
    CAPE ANN MUSEUM
    27 PLEASANT STREET
    GLOUCESTER,MA01930     		  PC DIRECTOR'S CIRCLE 10,000
    CARRABASSETT VALLEY ACADEMY - LORING FUND
    3197 CARRABASSETT DRIVE
    CARRABASSETT VALLEY,ME04947     		  PC SCHOOL OF EDUCATION 100
    CEDARS NURSING CARE CENTER
    630 OCEAN AVE
    PORTLAND,ME04101     		  PC MEDICAL 100
    CEDARS
    630 OCEAN AVE
    PORTLAND,ME04101     		  PC ANNUAL FUND 171,953
    CHICAGO HUMANITIES FESTIVAL
    500 N DEARBORN ST STE 825
    CHICAGO,IL60654     		  PC UNRESTRICTED DONATION 1,000
    CHILDREN'S MUSEUM OF MAINE
    142 FREE ST
    PORTLAND,ME04101     		  PC ANNUAL FUND 125,813
    CHILDREN'S MUSEUM OF MAINE
    142 FREE ST
    PORTLAND,ME04101     		  PC ANNUAL FUND 100
    CLARK ART INSTITUTE
    225 SOUTH STREET
    WILLIAMSTOWN,MA01267     		  PC LUNDER CENTER 402,618
    COLBY COLLEGE MUSEUM OF ART
    MAYFLOWER HILL DRIVE
    WATERVILLE,ME04901     		  PC SCHOOL OF EDUCATION 100
    COLBY COLLEGE MUSEUM
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER ART PURCHASE FUND 691,950
    COLBY COLLEGE MUSEUM
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER ART PURCHASE FUND 688,070
    COLBY COLLEGE MUSEUM
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER ART PURCHASE FUND 597,337
    COLBY COLLEGE MUSEUM
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER ART PURCHASE FUND 297,671
    COLBY COLLEGE MUSEUM
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER ART PURCHASE FUND 596,295
    COLBY COLLEGE MUSEUM
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER ART PURCHASE FUND 19,282
    COLBY COLLEGE MUSEUM
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER ART PURCHASE FUND 633,490
    COLBY COLLEGE
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER CENTER 25,000
    COLBY COLLEGE
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC ANNUAL FUND 25,934
    COLBY COLLEGE
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER CENTER 714,289
    COLBY COLLEGE
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER CENTER 357,143
    COLBY COLLEGE
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER ART PURCHASE FUND 250,000
    COLBY COLLEGE
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER ART PURCHASE FUND 250,000
    COLBY COLLEGE
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC DIRECTORS DISCRETIONAY FUND 1,000
    COLBY COLLEGE
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC FRIENDS OF THE ART 1,000
    COLBY COLLEGE
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER SCHOLARS ENDOWMENT FUND 935,711
    COLBY COLLEGE
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC LUNDER SCHOLARS ENDOWMENT FUND 1,292,857
    COLBY COLLEGE
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC MUSIC FUND 100
    COLBY COLLEGE
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC TREE OF LIFE FUND 1,000
    COLBY COLLEGE
    4320 MAYFLOWER HILL
    WATERVILLE,ME04901     		  PC WHISTLER CONSORTIUM 20,000
    COLBY COLLEGE
    MAYFLOWER HILL DRIVE
    WATERVILLE,ME04901     		  PC SCHOOL OF EDUCATION 100
    COLGATE UNIVERSITY
    13 OAK DRIVE
    HAMILTON,NY13346     		  PC SCHOOL OF EDUCATION 2,500
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110     		  PC TAGLIT BIRTHRIGHT 16,505
    CONGREGATION ETZ CHAIM
    267 CONGRESS STREET
    PORTLAND,ME04101     		  PC ANNUAL FUND 100
    CORNELL UNIVERSITY
    BOX 37334
    BOONE,IA50037     		  PC SCHOOL OF EDUCATION 2,500
    CULTURAL COUNCIL OF PALM BEACH COUNTY
    601 LAKE AVE
    LAKE WORTH,FL33460     		  PC ANNUAL FUND 2,500
    DANA-FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE WEST 6TH FLOOR
    BROOKLINE,MA022457226     		  PC MEDICAL 500
    DANA-FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE WEST 6TH FLOOR
    BROOKLINE,MA02245     		  PC MEDICAL 10,000
    DEXTER HISTORICAL SOCIETY
    PO BOX 481
    DEXTER,ME04930     		  PC ANNUAL FUND 250
    DEXTER PUBLIC HEALTH
    PO BOX 185
    DEXTER,ME04930     		  PC ANNUAL FUND 100
    EDUCARE CENTRAL MAINE
    C/O KVCAP FINANCE DEPT 97 WATER ST
    WATERVILLE,ME04901     		  PC EDUCATIONAL PROGRAM 100
    EDUCARE CENTRAL MAINE
    C/O KVCAP FINANCE DEPT 97 WATER ST
    WATERVILLE,ME04901     		  PC EDUCATIONAL PROGRAM 10,000
    FACING HISTORY AND OURSELVES
    16 HURD ROAD
    BROOKLINE,MA02445     		  PC ANNUAL FUND 100
    FULL PLATES FULL POTENTIAL
    188 STATE ST STE 407
    PORTLAND,ME04101     		  PC PROJECT SUPPORT 8,000
    FULL PLATES FULL POTENTIAL
    188 STATE ST STE 407
    PORTLAND,ME04101     		  PC PROJECT SUPPORT 8,000
    GOOD SHEPHERD FOOD BANK
    3121 HOTEL RD
    AUBURN,ME04210     		  PC COVID-19 FUND 50,216
    GOOD SHEPHERD FOOD BANK
    3121 HOTEL RD
    AUBURN,ME04210     		  PC COVID-19 FUND 25,383
    GOSNELL MEMORIAL HOSPICE HOUSE
    11 HUNNEWELL RD
    SCARBOROUGH,ME04074     		  PC MEDICAL 100
    GULF OF MAINE RESEARCH INSTITUTE
    PO BOX 7549
    PORTLAND,ME04112     		  PC LUNDERS 21ST CENTURY FUND 247,253
    HEBREW SENIOR LIFE
    1200 CENTRE STREET
    ROSLINDALE,MA02131     		  PC ANNE LUNDER LELAND FUND 253,081
    HEBRON ACADEMY
    PO BOX 309
    HEBRON,ME04238     		  PC SCHOLARSHIP FUND 50
    HEBRON ACADEMY
    PO BOX 309
    HEBRON,ME04238     		  PC SCHOLARSHIP FUND 1,000
    HOLDERNESS SCHOOL
    CHAPEL LANE ROUTE 175 PO BOX 1879
    PLYMOUTH,NH03264     		  PC SCHOLARSHIP FUND 2,000
    HOLDERNESS SCHOOL
    CHAPEL LANE ROUTE 175 PO BOX 1879
    PLYMOUTH,NH03264     		  PC SCHOLARSHIP FUND 1,000
    HOSPICE OF SOUTHERN MAINE
    180 US ROUTE ONE
    SCARBOROUGH,ME04074     		  PC ANNUAL FUND 51,058
    HOSPICE VOLUNTEERS OF WATERVILLE AREA
    304 MAIN STREET PO BOX 200
    WATERVILLE,ME04903     		  PC MEDICAL 1,000
    JEWISH MUSEUM
    1109 5TH AVENUE 92ND ST
    NEW YORK,NY10128     		  PC ART MUSEUM 100
    JUNIOR ACHIEVEMENT OF GREATER WASHINGTON
    919 18TH ST NW SUITE 901
    WASHINGTON,DC20006     		  PC UNRESTRICTED DONATION 1,000
    KENNEBEC VALLEY HUMANE SOCIETY
    10 PETHAVEN LN
    AUGUSTA,ME04330     		  PC ANNUAL FUND 253,834
    KENNEBEC BEHAVIORAL HEALTH
    KMHA FOUNDATION INC 67 EUSTIS
    PARKWAY
    WATERVILLE,ME04901     		  PC ANNUAL FUND 250
    KRAVIS CENTER FOR THE PERFORMING ARTS
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL33401     		  PC ANNUAL FUND 2,500
    LANDMARK SCHOOL
    429 HALE STREET PO BOX 227
    PRIDES CROSSING,MA01965     		  PC SCHOOL OF EDUCATION 2,500
    LESLEY UNIVERSITY
    29 EVERETT STREET
    CAMBRIDGE,MA02138     		  PC ARTS CENTER CONSTRUCTION 432,178
    LESLEY UNIVERSITY
    29 EVERETT STREET
    CAMBRIDGE,MA02138     		  PC LUNDER SCHOLARS ENDOWMENT 2,808
    LESLEY UNIVERSITY
    29 EVERETT STREET
    CAMBRIDGE,MA02138     		  PC ANNUAL FUND 1,000
    LEVY DAY SCHOOL
    400 DEERING AVENUE
    PORTLAND,ME04103     		  PC SCHOOL OF EDUCATION 2,500
    LITERACY VOLUNTEERS - WATERVILLE ME
    PO BOX 1645
    WATERVILLE,ME04903     		  PC ANNUAL FUND 100
    LYRIC OPERA OF CHICAGO
    20 N WACKER DRIVE SUITE 860
    CHICAGO,IL60606     		  PC UNRESTRICTED DONATION 100
    MAINE BEHAVIORAL HEALTHCARE
    78 ATLANTIC PLACE
    SOUTH PORTLAND,ME04106     		  PC MEDICAL 1,000
    MAINE CHILDREN'S HOME FOR LITTLE WANDERERS
    93 SILVER STREET
    WATERVILLE,ME04901     		  PC ANNUAL FUND 250
    MAINE COLLEGE OF ART
    522 CONGRESS ST
    PORTLAND,ME04101     		  PC CAPACITY BUILDING FUND 100,000
    MAINE COLLEGE OF ART
    522 CONGRESS ST
    PORTLAND,ME04101     		  PC LUNDER SCHOLARSHIP FUND 500,000
    MAINE COLLEGE OF ART
    522 CONGRESS ST
    PORTLAND,ME04101     		  PC PORTEOUS SOCIETY 2,000
    MAINE JEWISH FILM FESTIVAL
    PO BOX 7465
    PORTLAND,ME04112     		  PC PROJECT SUPPORT 14,869
    MAINE JEWISH MUSEUM
    267 CONGRESS STREET
    PORTLAND,ME04101     		  PC ART MUSEUM 2,500
    MAINE MEDICAL CENTER
    22 BRAMHALL STREET
    PORTLAND,ME041029954     		  PC MEDICAL 5,000
    MAINE PUBLIC BROADCAST
    1450 LISBON STREET
    LEWISTON,ME04240     		  PC ANNUAL FUND 251,812
    MAINE PUBLIC BROADCASTING
    1450 LISBON STREET
    LEWISTON,ME04240     		  PC ANNUAL FUND 1,200
    MAINE STATE MUSEUM - EDUCATION CENTER ENDOWMENT
    83 STATE HOUSE STATION
    AUGUSTA,ME043330083     		  PC SCHOOL OF EDUCATION 4,183
    MAINE STATE MUSEUM
    83 STATE HOUSE STATION
    AUGUSTA,ME043330083     		  PC SCHOOL OF EDUCATION 108,205
    MAINE WRITERS & PUBLISHERS ALLIANCE
    314 FOREST AVE RM 318
    PORTLAND,ME04101     		  PC PROJECT SUPPORT 20,000
    MASS GENERAL HOSPITAL
    PO BOX 415062
    BOSTON,MA022415062     		  PC PLEDGE PAYMENT 449,550
    MASSACHUSETTS EYE AND EAR INFIRMARY
    DEVELOPMENT OFFICE 243 CHARLES
    STREET
    BOSTON,MA02114     		  PC MEDICAL 100
    MERCERSBURG ACADEMY
    100 ACADEMY DRIVE
    MERCESBURG,PA17236     		  PC SCHOOL OF EDUCATION 100
    MESSALONSKEE HIGH SCHOOL
    131 MESSALONSKEE HIGH DRIVE
    OAKLAND,ME04963     		  PC SCHOOL OF EDUCATION 1,000
    MID-MAINE GLOBAL FORUM
    PO BOX 2636
    WATERVILLE,ME04901     		  PC UNRESTRICTED DONATION 1,000
    MINNESOTA HISTORICAL SOCIETY
    345 WEST KELLOGG BLVD
    ST PAUL,ME55102     		  PC ART MUSEUM 100
    MONHEGAN MUSEUM
    1 LIGHTHOUSE HILL
    MONHEGAN,ME04901     		  PC ART MUSEUM 100
    MORGAN LIBRARY & MUSEUM
    225 MADISON AVE
    NEW YORK,NY10016     		  PC PROJECT SUPPORT 10,000
    MORSE MEMORY CARE
    4847 DAVID S MACK DRIVE
    WEST PALM BEACH,FL33417     		  PC MEDICAL 100
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10019     		  PC PROJECT SUPPORT 10,000
    NATIONAL KIDNEY FOUNDATION
    30 EAST 33RD STREET
    NEW YORK,NY10016     		  PC MEDICAL 100
    NORTON MUSEUM
    1451 S OLIVE AVENUE
    WEST PALM BEACH,FL33401     		  PC ART MUSEUM 256,244
    OLANA PARTNERSHIP
    PO BOX 199
    HUDSON,NY12534     		  PC ANNUAL FUND 1,000
    OPERA MAINE (FORMALLY PORTOPERA)
    PO BOX 7733
    PORTLAND,ME04112     		  PC ANNUAL FUND 2,500
    OSHER LIFELONG LEARNING INSTITUTE (FLORIDA ATLANTIC UNIVERSITY)
    5353 PARKSIDE DRIVE PA-134
    JUPITER,FL33458     		  PC SCHOOL OF EDUCATION 5,000
    PALM BEACH OPERA
    1800 S AUSTRALIAN AVE SUITE301
    WEST PALM BEACH,FL334096450     		  PC ANNUAL FUND 5,000
    PALM BEACH SYMPHONY
    400 HIBISCUS STREET SUITE 100
    WEST PALM BEACH,FL33401     		  PC ANNUAL FUND 5,000
    PAN-MASS CHALLENGE JIMMY FUND - IHO KATE O'HALLORAN
    77 4TH AVE
    NEEDHAM,MA02494     		  PC ANNUAL FUND 100
    PAN-MASS CHALLENGE JIMMY FUND - IHO SUSAN BURKE
    77 4TH AVE
    NEEDHAM,MA02494     		  PC ANNUAL FUND 100
    PAUL TAYLOR DANCE FOUNDATION
    551 GRAND STATION TOP FLOOR
    NEW YORK,NY100024282     		  PC ANNUAL FUND 1,000
    PENOBSCOT COMMUNITY HEALTH CARE
    PO BOX 2100
    BANGOR,ME04102     		  PC MEDICAL 12,500
    PERLMAN MUSIC PROGRAM
    19 WEST 69TH ST STE 304
    NEW YORK,NY10023     		  PC ANNUAL FUND 1,000
    PINE TREE CAMP
    PINE TREE CAMP APPEAL PO BOX 518
    BATH,ME04530     		  PC ANNUAL FUND 100
    PORTLAND CHAMBER MUSIC FESTIVAL
    211 MARGINAL WAY PO BOX 9715-277
    PORTLAND,ME04101     		  PC ANNUAL FUND 100
    PORTLAND MUSEUM OF ART - FRIENDS OF THE COLLECTION
    7 CONGRESS STREET
    PORTLAND,ME04101     		  PC ART MUSEUM 25,000
    PORTLAND MUSEUM OF ART
    7 CONGRESS STREET
    PORTLAND,ME04101     		  PC ART MUSEUM 10,000
    PORTLAND MUSEUM OF ART
    7 CONGRESS STREET
    PORTLAND,ME04101     		  PC ART MUSEUM 500
    PORTLAND MUSEUM OF ART
    7 CONGRESS STREET
    PORTLAND,ME04101     		  PC ART MUSEUM 267,258
    PORTLAND MUSEUM OF ART
    7 CONGRESS STREET
    PORTLAND,ME04101     		  PC ART MUSEUM 1,000
    PORTLAND MUSEUM OF ART
    7 CONGRESS STREET
    PORTLAND,ME04101     		  PC ART MUSEUM 50,000
    PORTLAND MUSEUM OF ART
    7 CONGRESS STREET
    PORTLAND,ME04101     		  PC DIRECTORS CIRCLE 1,500
    PORTLAND SYMPHONY ORCHESTRA
    50 MONUMENT SQUARE PO BOX 3573
    PORTLAND,ME041043573     		  PC LUNDER MAINE MUSIC 249,811
    PORTLAND SYMPHONY ORCHESTRA
    50 MONUMENT SQUARE PO BOX 3573
    PORTLAND,ME041043573     		  PC LUNDER MAINE MUSIC 1,000
    PREBLE STREET
    38 PREBLE STREET
    PORTLAND,ME04101     		  PC ANNUAL FUND 250
    PROCTOR ACADEMY
    PO BOX 500
    ANDOVER,NH03216     		  PC SCHOOL OF EDUCATION 2,500
    RALPH J AMABILE JR SCHOLARSHIP FUND
    KENNEBUNK HIGH SCHOOL 89 FLETCHER
    ST
    KENNEBUNK,ME04043     		  PC SCHOOL OF EDUCATION 100
    RICHARD DAVID KANN MELANOMA FOUNDATION
    2751 S DIXIE HIGHWAY SUITE 2A
    WEST PALM BEACH,FL33405     		  PC MEDICAL 500
    RIVERS SCHOOL
    333 WINTER ST
    WESTON,MA02493     		  PC ANNUAL FUND 25,301
    SAN FRANCISCO MUSEUM OF MODERN ART
    151 THIRD STREET
    SAN FRANCISCO,CA94103     		  PC ART MUSEUM 1,000
    SAVE VENICE
    133 EAST 58TH STREET SUITE 501
    NEW YORK,NY10022     		  PC PROJECT SUPPORT 5,000
    SHAFMASTER CHARITABLE FOUNDATION
    158 SHATTUCK WAY
    PORTSMOUTH,NH03801     		  PC PROJECT SUPPORT 10,000
    SMITHSONIAN INSTITUTION
    PO BOX 37012
    WASHINGTON,DC200137012     		  PC ANNUAL FUND 119,982
    SMITHSONIAN INSTITUTION
    PO BOX 37012
    WASHINGTON,DC200137012     		  PC ANNUAL FUND 2,500
    SMITHSONIAN INSTITUTION
    PO BOX 37012
    WASHINGTON,DC200137012     		  PC WHISTLER CONSORTIUM 60,000
    SMITHSONIAN INSTITUTION
    PO BOX 37012
    WASHINGTON,DC200137012     		  PC ANNUAL FUND 5,000
    SMITHSONIAN INSTITUTION
    PO BOX 37012
    WASHINGTON,DC200137012     		  PC ANNUAL FUND 10,000
    SMITHSONIAN INSTITUTION
    PO BOX 37012
    WASHINGTON,DC200137012     		  PC ANNUAL FUND 10,000
    SOCIETY OF THE FOUR ARTS
    100 FOUR ARTS PLAZA
    WEST PALM BEACH,FL33480     		  PC ANNUAL FUND 10,000
    SOCIETY OF THE FOUR ARTS
    100 FOUR ARTS PLAZA
    WEST PALM BEACH,FL33480     		  PC PROJECT SUPPORT 5,000
    SOUTHERN MAINE HILLEL
    JEWISH COMMUNITY ALLIANCE 57
    ASHMONT ST
    PORTLAND,ME04103     		  PC ANNUAL FUND 100
    ST JOSEPH'S COLLEGE
    278 WHITES BRIDGE ROAD
    STANDISH,ME04084     		  PC SCHOOL OF EDUCATION 500
    STRIVE
    28 FODEN RD
    SOUTH PORTLAND,ME04106     		  PC ANNUAL FUND 101,205
    SUSAN L CURTIS FOUNDATION
    1321 WASHINGTON AVE SUITE 104
    PORTLAND,ME04103     		  PC ANNUAL FUND 100
    TEMPLE SHALOM
    74 BRADMAN ST
    AUBURN,ME04210     		  PC UNRESTRICTED DONATION 50
    THE FOOD PROJECT
    10 LEWIS STREET
    LINCOLN,MA01773     		  PC PROJECT SUPPORT 2,500
    THOMAS COLLEGE
    180 WEST RIVER ROAD
    WATERVILLE,ME04901     		  PC THOMAS COLLEGE GOLF 160,657
    THOMAS COLLEGE
    180 WEST RIVER ROAD
    WATERVILLE,ME04901     		  PC LUNDER SCHOLARS FUND 500,000
    TUFTS UNIVERSITY
    PACKARD HALL
    MEDFORD,MA02155     		  PC SCHOOL OF EDUCATION 1,000
    TWO TEN FOOTWEAR FOUNDATION
    1466 MAIN STREET
    WALTHAM,MA02451     		  PC ANNUAL FUND 51,698
    UNITED METHODIST CHURCH
    439 PARK AVE
    AUBURN,ME04210     		  PC UNRESTRICTED DONATION 100
    UNITED WAY OF MID MAINE INC
    105 KENNEDY MEMORIAL DRIVE
    WATERVILLE,ME04901     		  PC ANNUAL FUND 500
    UNIVERSITY OF CALIFORNIA SAN FRANCISCO
    220 MONTGOMERY STREET 5TH FLOOR
    SAN FRANCISCO,CA94104     		  PC ANNUAL FUND 20,241
    UNIVERSITY OF NEW ENGLAND ART GALLERY
    716 STEVENS AVE
    PORTLAND,ME04103     		  PC ANNUAL FUND 100
    UNIVERSITY OF SOUTHERN MAINE FOUNDATION
    PO BOX 9300
    PORTLAND,ME04104     		  PC LUNDER SCHOLARSHIP FUND 253,081
    VIETNAM VETERANS MEMORIAL FUND
    NATIONAL PROCESSING CENTER PO BOX
    96764
    WASHINGTON,DC200906764     		  PC ANNUAL FUND 100
    WAKE FOREST BAPTIST HEALTH
    PO BOX 571021
    WINSTON SALEM,NC271571021     		  PC MEDICAL 100
    WATERVILLE CREATES
    10 WATER STREET SUITE 106
    WATERVILLE,ME04901     		  PC ANNUAL FUND 1,000
    WATERVILLE HISTORICAL SOCIETY
    62 SILVER ST UNIT B
    WATERVILLE,ME04901     		  PC ANNUAL FUND 100
    WATERVILLE OPERA HOUSE
    93 MAIN STREET
    WATERVILLE,ME04901     		  PC ANNUAL FUND 100
    WE CHARITY
    300 V ADAMS SUITE 1000
    CHICAGO,IL60606     		  PC UNRESTRICTED DONATION 500
    WELLESLEY COLLEGE - ANN E MAURER SCHOLARSHIP FUND
    106 CENTRAL STREET
    WELLESLEY,MA024818203     		  PC SCHOOL OF EDUCATION 100
    WEST PALM BEACH LIBRARY FOUNDATION
    411 CLEMATIS ST 3RD FLOOR
    WEST PALM BEACH,FL33401     		  PC ANNUAL FUND 100
    WGBH
    PO BOX 200
    BOSTON,MA021340002     		  PC ANNUAL FUND 250
    WXEL TV
    PO BOX 6607
    WEST PALM BEACH,FL33405     		  PC ANNUAL FUND 100
    Total .................................bullet 3a 13,809,567
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    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 74  
    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.....     14 21,719  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 13,853,281  
    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 13,875,074 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    13,875,074
    (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 (2020)
    Form 990-PF (2020)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    LUNDER FOUNDATION
    C/O KENILWORTH INC
    Employer identification number

    01-0437556
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    LUNDER FOUNDATION
    C/O KENILWORTH INC         		Employer identification number
    01-0437556
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    PETER LUNDER
    KENILWORTH TWO MONUMENT SQ STE 530
     
    PORTLAND, ME04101

    		$ 6,790,370


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    PETER LUNDER
    KENILWORTH TWO MONUMENT SQ STE 530
     
    PORTLAND, ME04101

    		$ 6,334,900


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    PETER LUNDER
    KENILWORTH TWO MONUMENT SQ STE 530
     
    PORTLAND, ME04101

    		$ 1,623,820


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    LUNDER FOUNDATION
    C/O KENILWORTH INC         		Employer identification number

    01-0437556
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 20 SHARES OF BERKSHIRE HATHAWAY CLASS A STOCK $ 6,790,370 2020-02-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 20 SHARES OF BERKSHIRE HATHAWAY CLASS A STOCK $ 6,334,900 2020-08-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 5 SHARES OF BERKSHIRE HATHAWAY CLASS A STOCK $ 1,623,820 2020-10-12
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    LUNDER FOUNDATION
    C/O KENILWORTH INC         		Employer identification number

    01-0437556
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    LUNDER FOUNDATION
     
    C/O KENILWORTH INC
    EIN:
    01-0437556
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORM 990PF PREPARATION 2,525 631   1,894

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    LUNDER FOUNDATION
     
    C/O 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 2020 GainLossSaleOtherAssetsSch
    Name:
    LUNDER FOUNDATION
     
    C/O 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
    PUBLICLY TRADED SECURITIES 1993-11 DONATED     13,555,194 27,273 COST 0 13,527,921  

    TY 2020 GeneralExplanationAttachment
    Name:
    LUNDER FOUNDATION
     
    C/O 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).

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    LUNDER FOUNDATION
     
    C/O KENILWORTH INC
    EIN:
    01-0437556
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BERKSHIRE HATHAWAY-CL A 4,431 2,434,832
    BERKSHIRE HATHAWAY-CL B 642 352,779

    TY 2020 LegalFeesSchedule
    Name:
    LUNDER FOUNDATION
     
    C/O KENILWORTH INC
    EIN:
    01-0437556
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 625 0   625


    TY 2020 OtherDecreasesSchedule
    Name:
    LUNDER FOUNDATION
     
    C/O KENILWORTH INC
    EIN:
    01-0437556
    Description Amount
    PUBLICLY TRADED SECURITIES CARRYING VALUE REDUCTION TO DONOR'S BASIS 14,742,324


    TY 2020 OtherExpensesSchedule
    Name:
    LUNDER FOUNDATION
     
    C/O KENILWORTH INC
    EIN:
    01-0437556
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 35 0   35
    OFFICE EXPENSE 4,686 0   4,686


    TY 2020 OtherIncomeSchedule2
    Name:
    LUNDER FOUNDATION
     
    C/O KENILWORTH INC
    EIN:
    01-0437556
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RECOVERED CHARITABLE DISTRIBUTION 21,719 0 21,719


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    LUNDER FOUNDATION
     
    C/O KENILWORTH INC
    EIN:
    01-0437556
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES - KENILWORTH 88,935 44,467   44,468


    TY 2020 TaxesSchedule
    Name:
    LUNDER FOUNDATION
     
    C/O KENILWORTH INC
    EIN:
    01-0437556
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 2,649 0   0