LERNER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: LERNER FOUNDATION (EIN 23-7032703)
Tax period: 2019-09-01 to 2020-08-31
Filed: 2021-03-02
IRS object ID: 202120619349100612
Schema version: 2019v5.1
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-03-02T12:51:15-06:00	ReturnTs
Tax Period End	2020-08-31	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	2019-09-01	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	2021-01-30	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANNE M LEDWEIN	PreparerPersonNm
PTIN	P00448677	PTIN
Phone	6123397811	PhoneNum
Preparation	2021-01-21	PreparationDt

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,028,718	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	$94,860	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$18	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$18	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$37,610	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$37,610	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$28,666	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$291,242	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$28,804	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$161,154	TotalRevAndExpnssAmt
Total Net Invst Incm	$66,432	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
Accounting Fees Rev And Expnss	$2,985	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,493	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,492	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$2,210	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$88	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$63	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$25	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$5,283	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,556	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,517	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$57,359	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$57,359	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$62,642	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,556	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$58,876	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$98,512	ExcessRevenueOverExpensesAmt
Net Investment Income	$64,876	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,666	CashBOYAmt
Cash EOY	$1,025	CashEOYAmt
Cash EOYFMV	$1,025	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$4,685	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,863	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,863	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$945,998	CorporateStockBOYAmt
Corporate Stock EOY	$1,048,973	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,024,830	CorporateStockEOYFMVAmt
Total Assets BOY	$954,349	TotalAssetsBOYAmt
Total Assets EOY	$1,052,861	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,028,718	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	$235,867	RetainedEarningBOYAmt
Retained Earning EOY	$334,379	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$954,349	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,052,861	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$954,349	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,052,861	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$954,349	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$98,512	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,052,861	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,052,861	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	$244,994	$262,438	-$17,444	-$17,444
CAPITAL GAINS DIVIDENDS	$46,248		$46,248	$46,248	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$28,804	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$66,828	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,774,463	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.037661	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$62,781	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,781,755	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.035235	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$74,709	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,540,508	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.048496	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$85,632	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,414,257	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.060549	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$74,781	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,546,758	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.048347	DistributionYr5Rt
Total Distribution	0.230288	TotalDistributionRt
Average Distribution	0.046058	AverageDistributionRt
Net Vl Noncharitable Assets	$1,850,962	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$85,252	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$649	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$85,901	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$58,876	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,298	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,298	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,298	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,328	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,328	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,030	OverpaymentAmt
Applied To ES Tax	$1,030	AppliedToESTaxAmt
Refund	$0	RefundAmt

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	$1,844,020	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$35,129	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,879,149	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,879,149	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$28,187	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,850,962	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$92,548	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$92,548	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,298	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,298	TotalTaxAmt
Distributable Before Adj	$91,250	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$91,250	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$91,250	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$58,876	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$58,876	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$58,876	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$91,250	DistributableAsAdjustedAmt
Undistributed Income PY	$18,647	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$58,876	QualifyingDistributionsAmt
Applied To Year1	$18,647	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$40,229	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	$51,021	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 (30 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MINNESOTA ORCHESTRA
1111 NICOLLET MALL	MINNEAPOLIS	MN	55403	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
HEILICHER MINNEAPOLIS JEWISH DAY SCHOOL
4330 CEDAR LAKE RD	MINNEAPOLIS	MN	55416	NONE	PC	ACADEMIC PURPOSES	$6,200
WISHES AND MORE
961 HILLWIND RD NE	MINNEAPOLIS	MN	55432	NONE	PC	GENERAL CHARITABLE PURPOSES	$1,700
ADATH JESHURUN CONGREGATION
10500 HILLSIDE LN W	MINNETONKA	MN	55305	NONE	PC	GENERAL CHARITABLE PURPOSES	$16,709
HIGHLIGHTS FOUNDATION
814 COURT ST	HONESDALE	PA	18431	NONE	PC	ACADEMIC PURPOSES	$1,000
BOOKS FOR AFRICA
370 SELBY AVE 305	ST PAUL	MN	55102	NONE	PC	ACADEMIC PURPOSES	$2,500
RIMON ARTS FUND
4330 SOUTH CEDAR LAKE ROAD	MINNEAPOLIS	MN	55416	NONE	PC	GENERAL CHARITABLE PURPOSES	$500
MINNESOTA PUBLIC RADIO
611 FRONTENAC PL	ST PAUL	MN	55104	NONE	PC	GENERAL CHARITABLE PURPOSES	$50
TWIN CITIES PUBLIC TELEVISION
172 4TH ST E	ST PAUL	MN	55101	NONE	PC	GENERAL PUBLIC FUNDING	$50
HAMLINE UNIVERSITY
1536 HEWITT AVE	ST PAUL	MN	55104	NONE	PC	ACADEMIC PURPOSES	$3,000
ASIAN COUNSELING AND REFERRAL SERVICE
3639 MARTIN LUTHER KING JR WAY S	SEATTLE	WA	98144	NONE	PC	GENERAL CHARITABLE PURPOSES	$200
TEMPLE ISRAEL
2323 FREMONT AVE S	MINNEAPOLIS	MN	55405	NONE	PC	GENERAL CHARITABLE PURPOSES	$2,000
ANDERSON CENTER
163 TOWER VIEW DR	RED WING	MN	55066	NONE	PC	GENERAL CHARITABLE PURPOSES	$250
MINNEAPOLIS JEWISH FEDERATION
111 CHESHIRE LN 50	MINNETONKA	MN	55305	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
SAINT PAUL URBAN TENNIS
1675 5TH ST E	ST PAUL	MN	55106	NONE	PC	GENERAL CHARITABLE PURPOSES	$200
ST ANTHONY PARK COMMUNITY FOUNDATION
2183 COMMONWEALTH AVE	ST PAUL	MN	55108	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
UNIVERSITY OF MINNESOTA FOUNDATION
200 SE OAK ST 200	MINNEAPOLIS	MN	55455	NONE	PC	ACADEMIC PURPOSES	$4,000
ALZHEIMER'S ASSOCIATION
9370 OLIVE BLVD	ST LOUIS	MO	63132	NONE	PC	MEDICAL PURPOSES	$200
MISSION HOSPICE & HOME CARE
66 BOVET RD SUITE 100	SAN MATEO	CA	94402	NONE	PC	MEDICAL PURPOSES	$500
FAIR OAKS PRESBYTERIAN CHURCH
11427 FAIR OAKS BLVD	FAIR OAKS	CA	95628	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
THE BAKKEN MUSEUM
3537 ZENITH AVE S	MINNEAPOLIS	MN	55416	NONE	PC	GENERAL CHARITABLE PURPOSES	$500
LEN RAGOZIN FOUNDATION
300 CADMAN PLAZA WEST SUITE 12015	BROOKLYN	NY	11201	NONE	PC	GENERAL CHARITABLE PURPOSES	$1,000
BRADY CENTER TO PREVENT GUN VIOLENCE
GENERAL CHARITABLE PURPOSES	WASHINGTON	DC	20002	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
FRESH AIR FUND
633 3RD AVE	NEW YORK	NY	10017	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
ST LOUIS PARK DOLLARS FOR SCHOLARS
PO BOX 16403	ST LOUIS PARK	MN	55416	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
CHAPEL HILLS UNITED CHURCH OF CHRIST
6512 VERNON AVE S	EDINA	MN	55436	NONE	PC	GENERAL CHARITABLE PURPOSES	$400
MILKWEED EDITIONS
1011 S WASHINGTON AVE	MINNEAPOLIS	MN	55415	NONE	PC	GENERAL CHARITABLE PURPOSES	$400
ST PAUL JEWISH COMMUNITY CENTER
1375 ST PAUL AVE	ST PAUL	MN	55116	NONE	PC	GENERAL CHARITABLE PURPOSES	$100
THE ERIC CARLE MUSEUM OF PICTURE BOOK ART
125 W BAY RD	AMHERST	MA	01002	NONE	PC	GENERAL CHARITABLE PURPOSES	$200
THE PARK BUGLE
PO BOX 8126	ST PAUL	MN	55108	NONE	PC	GENERAL CHARITABLE PURPOSES	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$57,359	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	$18	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$37,610	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$28,666	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$66,294	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$66,294	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 (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd
HARRY LERNER
1	241 FIRST AVENUE N	MINNEAPOLIS	MN	55401	$49,579	Yes (X)
HARRY LERNER
2	241 FIRST AVENUE N	MINNEAPOLIS	MN	55401	$45,281	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	690.47640 SHS BALL CORP (BLL)	$49,579	2019-10-25
2	985 SHS GRACO, INC (GGG)	$45,281	2019-10-25

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,985	Amt
Net Investment Income	$1,493	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,492	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
730.000 SHS MEDTRONIC	$56,174	$78,453
735.106 SHS THE CHARLES SCHWAB GROUP	$14,424	$26,118
52.794 SHS MCKESSON CORPORATION	$8,364	$8,101
5.000 SHS ALPHABET INC. (GOOGL) CLASS C	$3,813	$8,171
5.000 SHS ALPHABET INC. (GOOGL) CLASS A	$3,905	$8,147
425.000 SHS MICROSOFT	$30,258	$95,850
168.322 SHS APPLE	$5,010	$21,720
400.000 SHS MERCK & CO	$13,050	$34,108
300.000 SHS CHEVRON CORPORATION: CVX	$34,530	$25,179
250.000 SHS DELTA AIR LINES INC NEW	$7,040	$7,713
253.798 SHS TARGET	$9,787	$38,377
247.163 SHS 3M COMPANY	$23,054	$40,292
2,473.435 SHS MAIRS & POWER GROWTH	$192,448	$327,829
7,337.188 SHS SIT DIVIDEND GROWTH FD SDVSX	$105,968	$108,224
189.213 SHS IBM	$20,711	$23,332
180.000 SHS JOHNSON & JOHNSON	$24,629	$27,614
150.000 SHS EDWARDS LIFESCIENCES	$12,288	$38,628
1,324.609 SHS VERIZON COMMUNICATIONS	$45,446	$78,509
125.951 SHS CATERPILLAR INC: CAT	$11,260	$17,924
105.528 SHS UNITED HEALTH GROUP, INC. (UNH)	$17,033	$32,983
10150 SHS NVENT ELECTRIC PLC F	$32,442	$194,068
10150.949 SHS PENTAIR INC: PNR	$63,998	$458,214
100.000 SHS LYDALL, INC (LDL)	$6,095	$1,878
100.000 SHS FORD MOTOR COMPANY NEW	$1,639	$682
10.000 SHS GOLDMAN SACHS GROUP, INC. (GS)	$2,302	$2,049
695.329 SHS BALL CORP (BLL)	$49,891	$55,884
995.087 SHS GRACO, INC. (GGG)	$45,799	$57,735
101.902 JPMORGAN CHASE CO.	$13,860	$10,210
11,241.468 SHS ALLIANZGI WATER CLASS A	$193,755	$196,838

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	$63	$63	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL EXCISE TAX	CategoryTxt
Amt	$2,210	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt