2022-05-09T13:29:51-05:00 2021-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2021-01-01 208797462 Emanuel & Pauline A Lerner Foundation EMAN 2077301154 PO Box 10370 Portland ME 041040370 Don Carpenter Executive Director Executive Director 2077301154 2022-05-05 1 Don Carpenter Executive 999009999 Connor Smart P02285543 2078792100 2022-05-05 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 3002762 X X 99547 99547 305764 712946 305764 -25341 -13467 379970 391844 179547 25000 154547 105612 0 105612 57102 0 57102 150 0 150 4500 1125 3375 32497 651 31846 547 0 12737 0 12737 3483 0 3483 330 0 330 77215 0 77215 473720 26776 446397 610466 610466 1084186 26776 1056863 -704216 365068 98602 42136 42136 101279 229991 229991 1063662 329213 329213 0 164220 164220 2546117 2235223 2235223 10206 8227 2526 1979 1979 1706 0 0 3813892 3002762 3002762 0 0 X 0 0 0 0 3813892 3002762 3813892 3002762 3813892 3002762 3813892 -704216 0 3109676 106914 3002762 Publicly Traded Securities P 675256 406626 268630 268630 Pass-through Investment Capital Losses P 556 -556 -556 Capital Gains Dividends P 37690 37690 37690 305764 5074 0 5074 0 5074 5717 0 0 0 5717 X 0 643 643 0 0 0 0 0 0 0 0 0 0 0 1 1 ME 1 0 0 0 0 1 https://www.lernerfoundation.com/ The Organization 2077301154 PO Box 10370 Portland ME 041040370 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Erin M Cinelli PO Box 10370 Portland ME 041040370 Executive Director 40.00 118759 35788 0 Eliot R Cutler PO Box 10370 Portland ME 041040370 President 5.00 25000 0 0 Catharine Biddle PhD PO Box 10370 Portland ME 041040370 Director 1.00 0 0 0 Melanie S Cutler MD PO Box 10370 Portland ME 041040370 Director 1.00 0 0 0 William H Foster PhD PO Box 10370 Portland ME 041040370 Director 1.00 0 0 0 Owen McCarthy PO Box 10370 Portland ME 041040370 Director 1.00 0 0 0 Susan C Ruch PO Box 10370 Portland ME 041040370 Director 1.00 0 0 0 Justin Schair PO Box 10370 Portland ME 041040370 Director 1.00 0 0 0 Megan Taft PO Box 10370 Portland ME 041040370 Director 1.00 0 0 0 Krystal Williams PO Box 10370 Portland ME 041040370 Director (part year) 1.00 0 0 0 Victoria Bonebakker PO Box 10370 Portland ME 041040370 Treasurer 1.00 0 0 0 Donald J Carpenter PO Box 10370 Portland ME 04104 Program Officer 40.00 103361 40082 0 0 NONE 0 0 3072582 239830 255813 3568225 0 0 3568225 53523 3514702 175735 175735 5074 5074 170661 0 170661 0 170661 1056863 0 1056863 170661 0 0 138724 1179007 814124 862767 829478 3824100 1056863 0 0 0 170661 886202 0 0 4710302 0 0 0 0 0 0 138724 4571578 1179007 814124 862767 829478 886202 X Apex Youth Connection 45 Granite Street Biddeford ME 04005 None PC Aspirations Incubator Program 54000 Chewonki Foundation Inc 485 Chewonki Neck Road Wiscasset ME 04578 None PC Aspirations Incubator Program 123946 Maine Seacoast Mission 127 West Street Bar Harbor ME 04609 None PC Funding support for the EdGE Program; Aspirations Incubator Program 138691 Maine Youth Alliance 78A Maine Street Belfast ME 04915 None PC Aspirations Incubator Program 89904 Old-Town Orono YMCA 472 Stillwater Avenue Old Town ME 04468 None PC Aspirations Incubator Program 94903 University of Maine 5717 Corbett Hall Orono ME 04469 None GOV Funding support for the Bryant Pond 4-H Camp and Learning Center; Aspirations Incubator Program 109022 610466 0 14 99547 18 305764 Pass-through Investments 523000 -11874 14 -13467 -11874 391844 0 379970 0 0 0 0 0 0 0 0 0 0 Accounting 4500 1125 3375 Computer 2012-04-27 2269 2269 SL 5.000000000000 0 0 Printer/Scanner 2013-09-03 298 298 SL 5.000000000000 0 0 Conference Room Chairs 2014-01-09 654 654 SL 7.000000000000 0 0 Conference Room Side Chair 2014-02-12 219 219 SL 7.000000000000 0 0 Apple Laptop 2014-09-08 1303 1303 SL 5.000000000000 0 0 Office Furniture 2015-02-09 1636 1636 SL 7.000000000000 0 0 Office Furniture 2018-07-20 1937 669 SL 7.000000000000 277 0 office Furniture 2018-08-02 1333 459 SL 7.000000000000 190 0 office Furniture 2018-10-24 557 173 SL 7.000000000000 80 0 1040 shs AAPL 184673 184673 100 shs BACPRL 144540 144540 Enterprise Products Partners LP FMV 159210 159210 North River Hathaway LLC FMV 101243 101243 23754.846 shs Thornburg LTD Term Income I FMV 325916 325916 45587.932 shs Thornburg Ultra Short Income Fund I FMV 564379 564379 12370.160 shs Thornburg Strategic Income I FMV 151411 151411 27651.257 shs Thornburg Income Builder I FMV 679668 679668 20239.283 shs Thornburg Summit Fund I FMV 253396 253396 Furniture & Fixtures 10206 8227 1979 1979 Legal Fees 150 0 150 Security Deposits 1706 0 0 Unrealized Loss on Investments 106914 Advertising & Marketing 58604 0 58604 Office Expenses 14111 0 14111 Insurance 4030 0 4030 Training and Continued Education 470 0 470 Pass-through Investments -25341 -13467 -25341 Professional Consultants 31846 0 31846 Investment Fees 651 651 0