Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 502
  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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,357,391J 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) 19,517,060
2 Check right arrow.............
3 Interest on savings and temporary cash investments 13,118 13,118  
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
List of Attached Documents:
// Content
18,638,952
b Gross sales price for all assets on line 6a 18,674,473
7 Capital gain net income (from Part IV, line 2)... 466,744
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
List of Attached Documents:
// Content
158,512 0  
12 Total. Add lines 1 through 11........ 38,327,642 479,862  
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
List of Attached Documents:
// Content
3,075 769   2,306
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
302,805 30,281   272,524
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,654 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,411 0   2,411
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,577 0   6,577
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 322,522 31,050   283,818
25 Contributions, gifts, grants paid....... 18,553,059 18,553,059
26 Total expenses and disbursements. Add lines 24 and 25 18,875,581 31,050   18,836,877
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,452,061
b Net investment income (if negative, enter -0-) 448,812
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 3,042 56,064 56,064
2 Savings and temporary cash investments......... 88,550 2,739,123 2,739,123
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 7,263 Click to see attachment
List of Attached Documents:
// Content
6,509 		5,562,204
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 98,855 2,801,696 8,357,391
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 98,855 2,801,696
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)..... 98,855 2,801,696
30 Total liabilities and net assets/fund balances (see instructions). 98,855 2,801,696
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
98,855
2
Enter amount from Part I, line 27a .....................
2
19,452,061
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,550,916
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
16,749,220
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,801,696
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITY   1993-11-07 2023-01-06
b ANNE LELAND GST EXEMPT TRUST K1 P    
c ANNE LELAND GST EXEMPT TRUST K1 P    
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 479,989   633 479,356
b     493 -493
c     12,119 -12,119
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       479,356
b       -493
c       -12,119
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 2 466,744
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
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 right arrow 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) 1 6,238
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 6,238
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 6,238
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,640
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 6,640
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 402
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow402 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowME
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 addressright arrowN/A
14
The books are in care ofright arrowKENILWORTH INC Telephone no.right arrow (207) 775-7676

Located atright arrow2 MONUMENT SQ SUITE 530PORTLANDME ZIP+4right arrow04101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 J LUNDER 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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 302,805
TWO MONUMENT SQ SUITE 530
PORTLAND,ME04101
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
7,728,841
b
Average of monthly cash balances.......................
1b
461,628
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,190,469
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
8,190,469
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
122,857
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,067,612
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
403,381
Part X
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 IX, line 6..................
1
403,381
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,238
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,238
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
397,143
4
Recoveries of amounts treated as qualifying distributions................
4
158,512
5
Add lines 3 and 4............................
5
555,655
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 XII, line 1 ...
7
555,655
Part XI
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
18,836,877
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
18,836,877
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 555,655
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 14,499,573
b From 2019...... 15,272,872
c From 2020...... 13,618,130
d From 2021...... 13,773,856
e From 2022...... 20,662,602
f Total of lines 3a through e ........ 77,827,033
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 18,836,877
a Applied to 2022, 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 2023 distributable amount..... 555,655
e Remaining amount distributed out of corpus 18,281,222
5 Excess distributions carryover applied to 2023. 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 96,108,255
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		14,499,573
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		81,608,682
10 Analysis of line 9:
a Excess from 2019.... 15,272,872
b Excess from 2020.... 13,618,130
c Excess from 2021.... 13,773,856
d Excess from 2022.... 20,662,602
e Excess from 2023.... 18,281,222
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 J 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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ADISON GALLERY OF AMERICAN ART

180 MAIN STREET
ANDOVER,MA018104161 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM 100

AFRICA SCHOOLHOUSE

314 DANFORTH STREET
PORTLAND,ME04102 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 500

ALFOND YOUTH & COMMUNITY CENTER

126 NORTH STREET
WATERVILLE,ME04902 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 500

AMERICAN FRIENDS OF MAGEN DAVID ADOM

114 SAN MARITA WAY
PALM BEACH GARDENS,FL33418 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND IN HONOR OF C. GIGLIOTTI 2,500

AMERICAN UNIVERSITY

4400 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20016 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION - ALUMNI FUND 1,000

ARTS ARE ELEMENTARY

PO BOX 882
BRUNSWICK,ME040110882 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 500

ASSOCIATION OF ISRAEL'S DECORATIVE ARTS

2201 NW 30TH PLACE SUITE A
POMPANO BEACH,FL33069 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 250

BANGOR REGION YMCA

17 SECOND STREET
BANGOR,ME04401 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT - CAMP JORDAN 15,000

BANGOR REGION YMCA

17 SECOND STREET
BANGOR,ME04401 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT - CAMP JORDAN 5,000

BARNARD COLLEGE

3009 BROADWAY
NEW YORK,NY10027 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION IN MEMORY OF H. BARBARA WEINBERG 100

BEST BUDDIES MAINE

PO BOX 573
CUMBERLAND,ME04021 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND IHO RACHEL WILLIAMS 500

BETH ISRAEL CONGREGATION

PO BOX 1882
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY KOL NIDRE APPEAL 3,000

BETH ISRAEL CONGREGATION

PO BOX 1882
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY RABBI ENDOWMENT FUND 335,049

BETH ISRAEL CONGREGATION

PO BOX 1882
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND IN HONOR OF YAEL ALFOND VINCENT 1,000

BETH ISRAEL CONGREGATION

PO BOX 1882
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND IN MEMORY OF CHARLES MILLER 100

BETH ISRAEL DEACONESS

330 BROOKLINE AVENUE
BOSTON,MA02215 		NO RELATIONSHIP PUBLIC CHARITY IHO ROBERT & PHYLLIS SAGE ANNIVERSARY 1,000

BETH ISRAEL DEACONESS

330 BROOKLINE AVENUE
BOSTON,MA02215 		NO RELATIONSHIP PUBLIC CHARITY IHO TED BERENSON'S 90TH BIRTHDAY 1,000

BETH ISRAEL DEACONESS

330 BROOKLINE AVENUE
BOSTON,MA02215 		NO RELATIONSHIP PUBLIC CHARITY LUNDER NURSING EDUCATION FUND 25,000

BETH ISRAEL DEACONESS

330 BROOKLINE AVENUE
BOSTON,MA02215 		NO RELATIONSHIP PUBLIC CHARITY LUNDER NURSING EDUCATION FUND 251,394

BOSTON CHILDREN'S HOSPITAL

401 PARK DRIVE SUITE 602
BOSTON,MA02215 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 500

BOSTON UNIVERSITY

PO BOX 22605
NEW YORK,NY100872605 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 1,000

BOWDOIN COLLEGE MUSEUM OF ART

410 COLLEGE STATION
BRUNSWICK,ME040118432 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT - FRAME RESTORATION 6,000

BOYS & GIRLS CLUBS OF SOUTHERN MAINE

PO BOX 7830
PORTLAND,ME04112 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND IN MEMORY OF DAVID SHERMAN 100

BRIGHAM & WOMENS HOSPITAL

116 HUNTINGTON AVENUE 3RD FLOOR
BOSTON,MA02116 		NO RELATIONSHIP PUBLIC CHARITY IHO BARNEY'S 95TH BIRTHDAY 20,272

BROOKLYN RAIL THE

253 36TH ST STE C304
BROOKLYN,NY11232 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 5,000

CAPE ANN MUSEUM

27 PLEASANT ST
GLOUCESTER,MA01930 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM 10,000

CARRABASSETT VALLEY ACADEMY - LORING FUND

3197 CARRABASSETT DRIVE
CARRABASSETT VALLEY,ME04947 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 100

CARROLL SCHOOL

25 BAKER BRIDGE ROAD
LINCOLN,MA01773 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 5,000

CATHEDRAL HIGH SCHOOL - BOSTON

74 UNION PARK STREET
BOSTON,MA02118 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 200

CATHOLIC CHARITIES OF MAINE

PO BOX 10660
PORTLAND,ME04104 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND IN MEMORY OF SHARON ROSE FOURNIER 100

CEDARS THE

630 OCEAN AVE
PORTLAND,ME04103 		NO RELATIONSHIP PUBLIC CHARITY MEDICAL IN HONOR OF HAROLD OSHER 100

CHALLENGER LEARNING CENTER

30 VENTURE WAY
BANGOR,ME04401 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT 10,000

CHILDREN'S DISCOVERY MUSEUM

7 EUSTIS PARKWAY
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100,149

CHILDREN'S MUSEUM & THEATRE OF MAINE

250 THOMPSONS POINT
PORTLAND,ME04102 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

CHILDREN'S MUSEUM & THEATRE OF MAINE

250 THOMPSONS POINT
PORTLAND,ME04102 		NO RELATIONSHIP PUBLIC CHARITY PLEDGE 122,827

COLBY COLLEGE

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY LUNDER SCHOLARS ALUMNI FUND 25,000

COLBY COLLEGE

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY CCMA LIAA ANNUAL FUNDING SUPPORT 500,000

COLBY COLLEGE

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY CCMA LUNDER COLLECTION FUND 357,142

COLBY COLLEGE

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY COLBY ARTS BUILDING 250,000

COLBY COLLEGE

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY COLBY ARTS BUILDING 250,000

COLBY COLLEGE

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY DIRECTOR'S DESCRETIONARY FUND 1,000

COLBY COLLEGE

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY FRIENDS OF ART 1,000

COLBY COLLEGE

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY LIAA ENDOWMENT FUND 2,742,858

COLBY COLLEGE

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY MUSIC FUND 100

COLBY COLLEGE

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY WHISTLER CONSORTIUM 55,000

COLBY COLLEGE MUSEUM

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY LUNDER ART PURCHASE FUND 939,010

COLBY COLLEGE MUSEUM

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY LUNDER ART PURCHASE FUND 351,583

COLBY COLLEGE MUSEUM

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY LUNDER ART PURCHASE FUND 2,030,480

COLBY COLLEGE MUSEUM

MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY LUNDER ART PURCHASE FUND 1,025,391

COLBY COLLEGE MUSEUM OF ART - IN HONOR OF PAULA LUNDER

4320 MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM - IN HONOR OF PAULA LUNDER 8,500

COLBY COLLEGE MUSEUM OF ART

4320 MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM - BOARD OF GOVERNOR'S FUND 8,000

COLBY COLLEGE

4320 MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION - IN MEMORY OF PETER WINTER 100

COLBY COLLEGE

4320 MAYFLOWER HILL DRIVE
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION - IN MEMORY OF WILLIAM "BILL" COTTER 100

COLGATE UNIVERSITY

13 OAK DRIVE
HAMILTON,NY133469989 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 2,500

COMBINED JEWISH PHILANTHROPIES

126 HIGH STREET
BOSTON,MA02110 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 19,126

COUSE FOUNDATION

PO BOX 1436
TAOS,NM87571 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM 46,204

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVENUE
BOSTON,MA022155450 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL PALM BEACH APPEAL 10,000

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVENUE
BOSTON,MA022155450 		NO RELATIONSHIP PUBLIC CHARITY FARBER - IMO MICHAEL DRUKMAN 1,000

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVENUE
BOSTON,MA022155450 		NO RELATIONSHIP PUBLIC CHARITY FARBER ENDOWED CHAIR/LL RESEARCH 1,056,055

DEXTER HISTORICAL SOCIETY

PO BOX 481
DEXTER,ME04930 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 250

DEXTER PUBLIC HEALTH

23 MAIN STREET
DEXTER,ME04930 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

EASTVIEW AT MIDDLEBURY

100 EASTVIEW TERRACE
MIDDLEBURY,VT05753 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND IN MEMORY OF DAWN LEWIS 100

FACING HISTORY AND OURSELVES

16 HURD ROAD
BROOKLINE,MA024456919 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

FARNSWORTH ART MUSEUM

16 MUSEUM STREET
ROCKLAND,ME04841 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM 2,500

FRESH AIR FUND THE

633 THIRD AVE 14TH FLOOR
NEW YORK,NY10017 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 200

GEORGES RIVER LAND TRUST

8 N MAIN ST STE 200
ROCKLAND,ME04841 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT FBO THE LANGLAIS ART PRESERVE 500

GOOD SHEPHERD FOOD BANK

3121 HOTEL RD
AUBURN,ME04210 		NO RELATIONSHIP PUBLIC CHARITY COVID-19 FUND 25,340

GULF OF MAINE RESEARCH INSTITUTE

350 COMMERCIAL STREET
PORTLAND,ME04101 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND - THE "DON PERKINS FUND" 1,000

HARVARD UNIVERSITY ART MUSEUM

32 QUINCY STREET
CAMBRIDGE,MA021389859 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM 10,000

HEARING THE OVARIAN CANCER WHISPER

PO BOX 3504
JUPITER,FL33469 		NO RELATIONSHIP PUBLIC CHARITY MEDICAL 500

HEBREW SENIORLIFE

1200 CENTRE STREET
ROSLINDALE,MA02131 		NO RELATIONSHIP PUBLIC CHARITY A. LELAND NURSING ENDOWMENT & CNA TRAINING 533,528

HEBREW SENIORLIFE

120 CENTRE ST
BOSTON,MA02131 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND - IN MEMORY OF GLORIA WELLER 100

HEBREW SENIORLIFE

120 CENTRE ST
BOSTON,MA02131 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND - IN HONOR OF LOU WOOLF 1,000

HEBRON ACADEMY

PO BOX 309
HEBRON,ME042380309 		NO RELATIONSHIP PUBLIC CHARITY SCHOLARSHIP FUND 50

HEBRON ACADEMY

PO BOX 309
HEBRON,ME042380309 		NO RELATIONSHIP PUBLIC CHARITY SCHOLARSHIP FUND 1,000

HEBRON ACADEMY

PO BOX 309
HEBRON,ME042380309 		NO RELATIONSHIP PUBLIC CHARITY SCHOLARSHIP FUND IN HONOR OF PAUL GOODOF 2,500

HOLDERNESS SCHOOL

CHAPEL LANE ROUTE 175
PLYMOUTH,NH03264 		NO RELATIONSHIP PUBLIC CHARITY SCHOLARSHIP FUND 1,000

HOLDERNESS SCHOOL

CHAPEL LANE ROUTE 175
PLYMOUTH,NH03264 		NO RELATIONSHIP PUBLIC CHARITY SCHOLARSHIP FUND 3,500

ILLUSTRATION INSTITUTE

2 UNION STREET SUITE 400
PORTLAND,ME04101 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT 24,614

ILLUSTRATION INSTITUTE

2 UNION STREET SUITE 400
PORTLAND,ME04101 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT - EXHIBITION 10,000

INDIGO ARTS ALLIANCE

60 COVE STREET
PORTLAND,ME04101 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT 25,000

ISREAL COLLABORATION NETWORK

3921 FABIAN WAY
PALO ALTO,CA94303 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT 1,000

JEWISH MUSEUM

1109 5TH AVENUE 92ND ST
NEW YORK,NY10128 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM 100

KENNEBEC BEHAVIORAL HEALTH

67 EUSTIS PARKWAY
WATERVILLE,ME049015173 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 250

KENNEBEC VALLEY COMMUNITY COLLEGE

92 WESTERN AVENUE
FAIRFIELD,ME04937 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 245,854

LANDMARK SCHOOL

429 HALE STREET
PRIDES CROSSING,MA01965 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 1,500

LIFEFLIGHT FOUNDATION

PO BOX 859
AUGUSTA,ME04330 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND - IN HONOR OF KATE O'HALLORAN 100

LITERACY VOLUNTEERS OF KENNEBEC

12 SPRUCE STREET SUITE 4
AUGUSTA,ME04330 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

LOST MURAL PROJECT

188 NORTH PROSPECT STREET
BURLINGTON,VT05401 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

MAINE BEHAVIORAL HEALTHCARE

78 ATLANTIC PLACE
SOUTH PORTLAND,ME041062316 		NO RELATIONSHIP PUBLIC CHARITY MEDICAL - AUTISM PROGRAM 1,000

MAINE BEHAVIORAL HEALTHCARE

78 ATLANTIC PLACE
SOUTH PORTLAND,ME041062316 		NO RELATIONSHIP PUBLIC CHARITY MEDICAL - SIGNS OF HOPE 1,000

MAINE CHILDREN'S HOME FOR LITTLE WANDERERS

93 SILVER STREET
WATERVILLE,ME049015923 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 250

MAINE COLLEGE OF ART

522 CONGRESS ST
PORTLAND,ME04101 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 69,658

MAINE COLLEGE OF ART

522 CONGRESS ST
PORTLAND,ME04101 		NO RELATIONSHIP PUBLIC CHARITY CAPACITY BUILDING FUND 99,474

MAINE COLLEGE OF ART

522 CONGRESS ST
PORTLAND,ME04101 		NO RELATIONSHIP PUBLIC CHARITY LUNDER SCHOLARSHIP FUND 362,395

MAINE COLLEGE OF ART

522 CONGRESS ST
PORTLAND,ME04101 		NO RELATIONSHIP PUBLIC CHARITY PORTEOUS SOCIETY 2,000

MAINE JEWISH FILM FESTIVAL

PO BOX 7465
PORTLAND,ME04112 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 14,795

MAINE JEWISH FILM FESTIVAL

PO BOX 7465
PORTLAND,ME041127465 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT 11

MAINE MEDICAL CENTER

22 BRAMHALL STREET
PORTLAND,ME041029954 		NO RELATIONSHIP PUBLIC CHARITY MEDICAL 5,000

MAINE PUBLIC BROADCASTING

1450 LISBON STREET
LEWISTON,ME042403595 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 1,200

MAINE SPORTS HALL OF FAME

PO BOX 2
CUMBERLAND,ME04021 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

MASS GENERAL HOSPITAL

PO BOX 415062
BOSTON,MA022415062 		NO RELATIONSHIP PUBLIC CHARITY LUNDER LEARNING INITIATIVE (2 CHAIRS) 4,768,750

MASS GENERAL HOSPITAL

PO BOX 415062
BOSTON,MA022415062 		NO RELATIONSHIP PUBLIC CHARITY LUNDER LEARNING INITIATIVE - DINEEN 500,000

MASSACHUSETTS EYE AND EAR INFIRMARY

243 CHARLES STREET
BOSTON,MA02114 		NO RELATIONSHIP PUBLIC CHARITY MEDICAL 100

MELROSE HIGH SCHOOL

PO BOX 760695
MELROSE,MA02176 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 100

MONHEGAN MUSEUM

1 LIGHTHOUSE HILL
MONHEGAN,ME04852 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM 100

MORGAN LIBRARY & MUSEUM

225 MADISON AVE
NEW YORK,NY10016 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM - EXHIBITION 10,000

MORGAN LIBRARY & MUSEUM

225 MADISON AVE
NEW YORK,NY10016 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM -EXHIBITION 10,000

MUSEUM OF FINE ARTS BOSTON

465 HUNTINGTON AVENUE
BOSTON,MA02115 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM - EXHIBITION 10,000

MUSEUM OF FINE ARTS BOSTON

465 HUNTINGTON AVENUE
BOSTON,MA02115 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM - EXHIBITION 10,000

NATIONAL MUSEUM OF WILDLIFE ART

PO BOX 6825
JACKSON,WY83002 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND - IMO WILLIAM KERR 100

NATIONAL REVIEW INSTITUTE

19 WEST 44TH ST STE 1701
NEW YORK,NY10036 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 5,000

NORTHERN LIGHT MERCY HOSPITAL

PO BOX 679
PORTLAND,ME041049804 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 82,637

NORTON MUSEUM

1451 S OLIVE AVENUE
WEST PALM BEACH,FL33401 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM 3,000

OLANA PARTNERSHIP

PO BOX 199
HUDSON,NY12534 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM 1,000

OPERA MAINE

PO BOX 7733
PORTLAND,ME04112 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 2,500

PALM BEACH COUNTY FOOD BANK

701 BOUTWELL ROAD SUITE A-2
LAKE WORTH,FL33461 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT 100

PAN-MASS CHALLENGE JIMMY FUND - IHO SUSAN BURKE

77 4TH AVE
NEEDHAM,MA02494 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND - IHO SUSAN BURKE 100

PAN-MASS CHALLENGE JIMMY FUND - IHO TAYLOR WITKIN

77 4TH AVE
NEEDHAM,MA02494 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND - IHO TAYLOR WITKIN 100

PAN-MASS CHALLENGE JIMMY FUND

77 4TH AVE
NEEDHAM,MA02494 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND - IHO ROBBIE D'ANGELO 100

PAUL TAYLOR DANCE FOUNDATION

551 GRAND STATION TOP FLOOR
NEW YORK,NY100024282 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 1,000

PERLMAN MUSIC PROGRAM

19 WEST 69TH ST STE 304
NEW YORK,NY10023 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 1,000

PINE TREE SOCIETY

149 FRONT STREET
BATH,ME04530 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

PINELAND FARMS

PO BOX 17516
PORTLAND,ME041128516 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT FBO MONSON ARTS 10,000

PORTLAND CHAMBER MUSIC FESTIVAL

PO BOX 15385
PORTLAND,ME04112 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

PORTLAND CONSERVATORY OF MUSIC

28 NEAL STREET
PORTLAND,ME04102 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 500

PORTLAND SYMPHONY ORCHESTRA

85 EXCHANGE ST 4TH FL
PORTLAND,ME04101 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 1,000

PREBLE STREET

38 PREBLE STREET
PORTLAND,ME04101 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 250

PRICE CENTER THE

27 CHRISTINA STREET
NEWTON,MA02461 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

PROCTOR ACADEMY

PO BOX 500
ANDOVER,NH03216 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 2,500

RHODE ISLAND SCHOOL OF DESIGN

TWO COLLEGE STREET
PROVIDENCE,RI029032784 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 2,500

RICHARD DAVID KANN MELANOMA FOUNDATION

2751 S DIXIE HIGHWAY SUITE 2A
WEST PALM BEACH,FL33405 		NO RELATIONSHIP PUBLIC CHARITY MEDICAL 500

SEEDS OF PEACE

370 LEXINGTON AVE STE 1201
NEW YORK,NY10017 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT 15,000

SHAFMASTER CHARITABLE FOUNDATION

158 SHATTUCK WAY
PORTSMOUTH,NH03801 		NO RELATIONSHIP PUBLIC CHARITY PROJECT SUPPORT 20,000

SKOWHEGAN COMMUNITY CENTER

225 WATER STREET
SKOWHEGAN,ME04976 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

SMITHSONIAN - FREER GALLERY OF ART

PO BOX 37012
WASHINGTON,DC200137012 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM 9,395

SMITHSONIAN AMERICAN ART MUSEUM

PO BOX 37012
WASHINGTON,DC200137012 		NO RELATIONSHIP PUBLIC CHARITY "THE SHAPE OF POWER" 50,679

SOUTH FLORIDA PBS

3401 S CONGRESS AVE
BOYNTON BEACH,FL334268499 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 1,000

SOUTHERN MAINE HILLEL

1342 CONGRESS ST
PORTLAND,ME04102 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVE
MONTGOMERY,AL36104 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

SPAULDING REHABILITATION

300 FIRST AVENUE
CHARLESTON,MA02129 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 500

ST JUDE CHILDREN'S HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		NO RELATIONSHIP PUBLIC CHARITY MEDICAL 100

SUSAN L CURTIS FOUNDATION

1321 WASHINGTON AVE SUITE 104
PORTLAND,ME04103 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

SWAMPSCOTT SENIOR CENTER

PO BOX 612
SWAMPSCOTT,MA01907 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

THOMAS COLE NATIONAL HISTORICAL SITE

218 SPRING STREET
CATSKILL,NY12414 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 500

THOMAS COLLEGE

180 WEST RIVER ROAD
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY GOLF TOURNAMENT MATCH 33,528

THOMAS COLLEGE

180 WEST RIVER ROAD
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY GOLF TOURNAMENT MATCH 128,251

THOMAS COLLEGE

180 WEST RIVER ROAD
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY LUNDERS SCHOLARS 501,104

TUFTS UNIVERSITY

PACKARD HALL
MEDFORD,MA02155 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 1,000

TWO TEN FOOTWEAR FOUNDATION

1466 MAIN STREET
WALTHAM,MA02451 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 50,679

UNITED WAY OF KENNEBEC VALLEY

121 COMMERCIAL ST
AUGUSTA,ME04330 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 500

UNIVERSITY OF MAINE MUSEUM OF ART

40 HARLOW STREET
BANGOR,ME04401 		NO RELATIONSHIP PUBLIC CHARITY ART MUSEUM 100

UNIVERSITY OF NEW ENGLAND ART GALLERY

716 STEVENS AVE
PORTLAND,ME04103 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

UNIVERSITY OF SOUTHERN MAINE FOUNDATION - OSHER MAP LIBRARY

PO BOX 9300
PORTLAND,ME041049300 		NO RELATIONSHIP PUBLIC CHARITY SCHOOL OF EDUCATION 250

VIETNAM VETERANS MEMORIAL FUND

PO BOX 96764
WASHINGTON,DC200906764 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

WATERVILLE HISTORICAL SOCIETY

62 SILVER ST UNIT B
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 1,000

WATERVILLE OPERA HOUSE

93 MAIN STREET
WATERVILLE,ME04901 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

WEST PALM BEACH LIBRARY FOUNDATION

411 CLEMATIS ST 3RD FLOOR
WEST PALM BEACH,FL33401 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

WHITNEY MUSEUM OF AMERICAN ART

99 GANSEVOORT STREET
NEW YORK,NY10014 		NO RELATIONSHIP PUBLIC CHARITY LUNDER CONSERVATION FUND 251,277

WINTERKIDS

506 MAIN ST STE 10
WESTBROOK,ME04092 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

WXEL TV

3401 S CONGRESS AVE
BOYNTON BEACH,FL33426 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 100

YELLOWSTONE CLUB COMMUNITY FOUNDATION

1111 RESEARCH DRIVE
BOZEMAN,MT59718 		NO RELATIONSHIP PUBLIC CHARITY ANNUAL FUND 10,000
Total .................................right arrow 3a 18,553,059
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 13,118  
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 18,638,952  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aQUALIFIED DISTRIBUTION RECOVERY 		    14 158,512  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 18,810,582 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
18,810,582
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 11,525,750


(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

$ 5,245,625


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ANNE LELAND GST EXEMPT TRUST
 
TWO MONUMENT SQUARE SUITE 502
 
PORTLAND, ME04101

$ 2,733,073


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
ANNE LELAND GST EXEMPT TRUST
 
TWO MONUMENT SQUARE SUITE 502
 
PORTLAND, ME04101

$ 12,612


(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) (2023)
Schedule B (Form 990) (2023)
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
 25 SHARES OF BERKSHIRE HATHAWAY CLASS A STOCK $ 11,525,750 2023-03-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 10 SHARES OF BERKSHIRE HATHAWAY CLASS A STOCK $ 5,245,625 2023-07-14
(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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 3,075 769   2,306

TY 2023 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 2023 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-DONATED QUALIFIED DISTRIBUTIONS 1993-11 DONATED     18,194,484 22,276 COST 0 18,172,208  

TY 2023 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 2023 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 5,064 4,341,000
BERKSHIRE HATHAWAY-CL B 1,445 1,221,204

TY 2023 OtherDecreasesSchedule
Name:
LUNDER FOUNDATION
 
C/O KENILWORTH INC
EIN:
01-0437556
Description Amount
PUBLICLY TRADED SECURITIES CARRYING VALUE REDUCTION TO DONOR'S BASIS 16,749,220


TY 2023 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 6,542 0   6,542


TY 2023 OtherIncomeSchedule2
Name:
LUNDER FOUNDATION
 
C/O KENILWORTH INC
EIN:
01-0437556
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
QUALIFIED DISTRIBUTION RECOVERY 158,512   158,512


TY 2023 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 302,805 30,281   272,524


TY 2023 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 7,654 0   0