LERNER FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: LERNER FOUNDATION (EIN 23-7032703)
Tax period: 2021-09-01 to 2022-08-31
Filed: 2023-07-11
IRS object ID: 202301929349100110
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-07-11T08:45:42-05:00	ReturnTs
Tax Period End	2022-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	341873282	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CBIZ MHM LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	222 SOUTH 9TH STREET SUITE 1000	AddressLine1Txt
City	MINNEAPOLIS	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55402	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237032703	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LERNER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LERN	BusinessNameControlTxt
Phone	6123323344	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	241 FIRST AVENUE NORTH	AddressLine1Txt
City	MINNEAPOLIS	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	554011607	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	HARRY LERNER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6123323344	PhoneNum
Signature	2023-07-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	HARRY	PersonFirstNm
Person Last	LERNER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANNE M LEDWEIN	PreparerPersonNm
PTIN	P00448677	PTIN
Phone	6123397811	PhoneNum
Preparation	2023-07-05	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,565,674	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$257,768	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$14	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$14	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$45,579	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$45,579	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$62,728	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$135,145	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$114,991	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$366,089	TotalRevAndExpnssAmt
Total Net Invst Incm	$160,584	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss	$1,570	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$122	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$97	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$25	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,692	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$97	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$25	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$118,788	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$118,788	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$120,480	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$97	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$118,813	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$245,609	ExcessRevenueOverExpensesAmt
Net Investment Income	$160,487	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$58,557	CashBOYAmt
Cash EOY	$8,079	CashEOYAmt
Cash EOYFMV	$8,079	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$5,302	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$69,437	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$69,437	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,094,954	CorporateStockBOYAmt
Corporate Stock EOY	$1,326,906	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,488,158	CorporateStockEOYFMVAmt
Total Assets BOY	$1,158,813	TotalAssetsBOYAmt
Total Assets EOY	$1,404,422	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,565,674	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$718,482	CapitalStockBOYAmt
Capital Stock EOY	$718,482	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$440,331	RetainedEarningBOYAmt
Retained Earning EOY	$685,940	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,158,813	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,404,422	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,158,813	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,404,422	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,158,813	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$245,609	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,404,422	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,404,422	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$75,596	$20,154	$55,442	$55,442
CAPITAL GAINS DIVIDENDS	$59,549		$59,549	$59,549	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$114,991	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,231	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,231	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,231	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,515	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,515	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$716	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MN	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	HARRY LERNER	IndividualWithBooksNm
Phone	6123323344	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	241 FIRST AVE N	AddressLine1Txt
City	MINNEAPOLIS	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	554011607	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
HARRY LERNER
241 FIRST AVENUE NORTH	MINNEAPOLIS	MN	55401	PRESIDENT	0.10	$0	$0	$0
MIA LERNER POSADA
241 FIRST AVENUE NORTH	MINNEAPOLIS	MN	55401	VICE PRESIDENT, SECRETARY	0.05	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,844,259	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$41,948	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,886,207	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,886,207	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$43,293	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,842,914	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$142,146	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$142,146	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,231	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,231	TotalTaxAmt
Distributable Before Adj	$139,915	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$139,915	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$139,915	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$118,813	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$118,813	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$139,915	DistributableAsAdjustedAmt
Undistributed Income PY	$99,773	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$118,813	QualifyingDistributionsAmt
Applied To Year1	$99,773	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$19,040	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$120,875	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	HARRY LERNER	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	HARRY LERNER	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	241 FIRST AVENUE NORTH	AddressLine1Txt
City	MINNEAPOLIS	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55401	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6123323344	RecipientPhoneNum
Form And Info And Materials	THERE IS NO FORMAL FORM OR PROCESS. A LETTER STATING ORGANIZATIONS	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ADATH JESHURUN CONGREGATION
10500 HILLSIDE LN W	MINNETONKA	MN	55305	NONE	PC	GENERAL CHARITABLE PURPOSES	$3,628
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
199 WATER ST 11TH FLOOR	NEW YORK	NY	10038	NONE	PC	ACADEMIC PURPOSES	$100
AMERICAN FRIENDS OF ALYN HOSPITAL
ONE GRAND CENTRAL PLACE	NEW YORK	NY	10168	NONE	PC	GENERAL	$500
AMERICAN JEWISH COMMITTEE
PO BOX 7247	PHILADELPHIA	PA	191700001	NONE	PC	GENERAL CHARITABLE PURPOSES	$1,000
ANDERSON CENTER
163 TOWER VIEW DR	RED WING	MN	55066	NONE	PC	GENERAL CHARITABLE PURPOSES	$250
ASIAN COUNSELING AND REFERRAL SERVICE
3639 MARATIN LUTHER KING JR WAY S	SEATTLE	WA	98144	NONE	PC	GENERAL	$100
ASSOC FOR LIBRARY SERVICE TO CHILDREN
225 N MICHIGAN AVE STE 1300	CHICAGO	IL	60601	NONE	PC	ACADEMIC PURPOSES	$1,000
ASSOCIATION FOR JEWISH LIBRARIES
PO BOX 1118	TEANECK	NJ	07666	NONE	PC	GENERAL	$1,500
BMPP GIVING CIRCLE
800 IDS CENTER 80 S 8TH STREET	MINNEAPOLIS	MN	55402	NONE	PC	GENERAL	$500
BOOKS FOR AFRICA
370 SELBY AVE 305	ST PAUL	MN	55102	NONE	PC	ACADEMIC PURPOSES	$5,500
BRADY CENTER TO PREVENT GUN VIOLENCE
840 FIRST STREET NE STE 400	WASHINGTON	DC	20002	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
ERIC CARLE MUSEUM OF PICTURE BOOK ART
125 W BAY ROAD	AMHERST	MA	01002	NONE	PC	GENERAL	$200
FLAME
PO BOX 3460	BERKELEY	CA	94703	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
HAMLINE UNIVERSITY
1536 HEWITT AVE	ST PAUL	MN	55104	NONE	PC	ACADEMIC PURPOSES	$2,500
HEILICHER MINNEAPOLIS JEWISH DAY SCHOOL
4330 CEDAR LAKE RD	MINNEAPOLIS	MN	55416	NONE	PC	ACADEMIC PURPOSES	$14,000
HERLZ CAMP FOUNDATION
4330 CEDAR LAKE ROAD	ST LOUIS PARK	MN	55416	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
HIGHLIGHTS FOUNDATION
814 COURT ST	HONESDALE	PA	18431	NONE	PC	ACADEMIC PURPOSES	$2,500
INTERNATIONAL CAMPAIGN FOR TIBET
1825 JEFFERSON PLACE NW	WASHINGTON	DC	20036	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
JEWISH COMMUNITY RELATIONS COUNCIL
12 N 12TH ST 480	MINNEAPOLIS	MN	55403	NONE	PC	GENERAL CHARITABLE PURPOSES	$3,000
JEWISH FAMILY AND CHILDREN'S SERVICE
5905 GOLDEN VALLEY ROAD	GOLDEN VALLEY	MN	55422	NONE	PC	GENERAL	$20,000
MILKWEED EDITIONS
1011 SOUTH WASHINGTON STE 107	MINNEAPOLIS	MN	55402	NONE	PC	GENERAL	$500
MINNESOTA CENTER FOR BOOK ARTS
1011 SOUTH WASHINGTON AVE STE 100	MINNEAPOLIS	MN	55402	NONE	PC	NEW EDITIONS TABLE	$1,000
MINNESOTA ORCHESTRA
1111 NICOLLET MALL	MINNEAPOLIS	MN	55403	NONE	PC	GENERAL CHARITABLE PURPOSES	$200
MINNESOTA PUBLIC RADIO
611 FRONTENAC PL	ST PAUL	MN	55104	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
MINNPOST
PO BOX 18438	MINNEAPOLIS	MN	55418	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
MULTIPLE SCLEROSIS FOUNDATION
6520 NORTH ANDREWS AVE	FORT LAUDERDALE	FL	333092132	NONE	PC	GENERAL CHARITABLE PURPOSES	$135
NORTH CAROLINA WRITERS' NETWORK
PO BOX 21591	WINSTON SALEM	NC	27120	NONE	PC	GENERAL	$500
PAGE EDUCATION FOUNDATION
901 N 3RD ST SUITE 355	MINNEAPOLIS	MN	55401	NONE	PC	GENERAL CHARITABLE PURPOSES	$1,500
RIMON ARTS FUND
4330 SOUTH CEDAR LAKE ROAD	MINNEAPOLIS	MN	55416	NONE	PC	GENERAL CHARITABLE PURPOSES	$500
SALVATION ARMY
2445 PRIOR AVE N	ROSEVILLE	MN	55113	NONE	PC	GENERAL CHARITABLE PURPOSES	$50
ST PAUL JEWISH COMMUNITY CENTER
1375 ST PAUL AVE	ST PAUL	MN	55116	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
ST PAUL URBAN TENNIS
1675 5TH ST E	ST PAUL	MN	55106	NONE	PC	GENERAL	$200
ST ANTHONY PARK COMMUNITY FOUNDATION
2183 COMMONWEALTH AVE	ST PAUL	MN	55108	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
TEMPLE ISRAEL
2323 FREMONT AVE S	MINNEAPOLIS	MN	55405	NONE	PC	GENERAL CHARITABLE PURPOSES	$1,500
THE CENTER FOR VICTIMS OF TORTURE
2356 UNIVERSITY AVE W STE 430	SAINT PAUL	MN	55114	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
THE FRIENDS OF THE ST PAUL PUBLIC LIBRARY
1080 MONTREAL AVE 2	ST PAUL	MN	55116	NONE	PC	GENERAL CHARITABLE PURPOSES	$2,500
THE PARK BUGLE
PO BOX 8126	ST PAUL	MN	55108	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
THE USO
333 N MICHGAN AVE STE 2226	CHICAGO	IL	60601	NONE	PC	GENERAL	$25
TWIN CITIES PUBLIC TELEVISION
172 4TH ST E	ST PAUL	MN	55101	NONE	PC	GENERAL PUBLIC FUNDING	$100
UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION
PO BOX 77047	MINNEAPOLIS	MN	554809912	NONE	PC	GENERAL CHARITABLE PURPOSES	$50
UNIVERSITY OF MINNESOTA FOUNDATION
200 SE OAK ST 200	MINNEAPOLIS	MN	55455	NONE	PC	ACADEMIC PURPOSES	$51,000
WISHES AND MORE
961 HILLWIND RD NE	MINNEAPOLIS	MN	55432	NONE	PC	GENERAL CHARITABLE PURPOSES	$1,750

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$118,788	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$14	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$45,579	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$62,728	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$108,321	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$108,321	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (6 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd	Person ContributionPersonContributionInd
HARRY LERNER
1	241 FIRST AVENUE N	MINNEAPOLIS	MN	55401	$41,391	Yes (X)
HARRY LERNER
2	241 FIRST AVENUE N	MINNEAPOLIS	MN	55401	$13,827	Yes (X)
HARRY LERNER
3	241 FIRST AVENUE N	MINNEAPOLIS	MN	55401	$94,187	Yes (X)
HARRY LERNER
4	241 FIRST AVENUE N	MINNEAPOLIS	MN	55401	$11,878	Yes (X)
HARRY LERNER
5	241 FIRST AVENUE N	MINNEAPOLIS	MN	55401	$46,485	Yes (X)
LERNER PUBLISHING GROUP
6	241 FIRST AVENUE N	MINNEAPOLIS	MN	55401	$50,000		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	700 SHS ON SEMICONDUCTOR	$41,391	2021-11-08
2	125 SH BANK MONTREAL QUE F	$13,827	2021-11-08
3	154.2097 SH LAM RESEARCH CORP	$94,187	2021-11-08
4	225 SH CARRIER GLOBAL CORP	$11,878	2021-11-08
5	500 SH LYONDELL BASELL IND	$46,485	2021-11-08

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
1,016.97 SHS GRACO, INC. (GGG)	$47,361	$64,923
10,356.076 SHS PENTAIR INC: PNR	$76,577	$460,845
10,463.725 SHS NVENT ELECTRIC PLC F	$43,238	$344,884
101.902 SHS DEERE & CO (DE)	$26,431	$37,220
106.066 SHS MCKESSON CORPORATION	$18,676	$38,926
108.47 SHS UNITED HEALTH GROUP, INC. (UNH)	$18,231	$56,332
1457.049 SHS VERIZON COMMUNICATIONS	$52,436	$60,919
171.354 SHS APPLE	$5,308	$26,940
185.768 SHS JOHNSON & JOHNSON	$25,609	$29,972
2912.388 SHS MAIRS & POWER GROWTH	$257,219	$384,173
204.692 SHS GOLDMAN SACHS GROUP, INC. (GS)	$48,980	$68,095
265.042 SHS 3M COMPANY	$26,067	$32,958
262.355 SHS TARGET	$11,414	$42,066
400.000 SHS MERCK & CO	$11,863	$34,144
131.488 SH CATEPILLAR INC	$12,380	$24,287
429.469 SHS MICROSOFT	$31,530	$112,293
454.596 SHS BALL CORP (BLL)	$32,709	$25,371
100.000 SHS ALPHABET INC. (GOOGL) CLASS A	$3,905	$10,822
100.000 SHS ALPHABET INC. (GOOGL) CLASS C	$3,813	$10,915
650.000 SHS EDWARDS LIFESCIENCES	$29,196	$58,565
8831.075 SHS SIT DIVIDEND GROWTH FD SDVSX	$130,125	$130,435
730.000 SHS MEDTRONIC	$56,174	$64,182
751.283 SHS THE CHARLES SCHWAB GROUP	$15,553	$53,304
9039.202 SHS VIRTUS DUFF & PHELPS WAT (AWTAX)	$159,353	$157,824
155.566 SHS LAM RESEARCH CORP	$94,882	$68,124
500 SHS LYONDELL BASELL INDS	$46,485	$41,500
700 SHS ON SEMICONDUCTOR	$41,391	$48,139

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MN FILING FEE	$25	$0	$25
BANK CHARGES	$97	$97	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL EXCISE TAX	CategoryTxt
Amt	$1,570	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt