2021-05-05T15:54:02-05:00 2020-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2020-01-01 208797462 Emanuel & Pauline A Lerner Foundation EMAN 2077301154 PO Box 10370 Portland ME 041040370 Erin Cinelli Executive Director Executive Director 2077301154 2021-05-04 1 Erin Cinelli Executive Di 999009999 Nicholas E Porto P01310283 2078792100 2021-05-04 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 3813892 X 40200 32 32 103141 103141 177258 1578758 177258 11641 23857 332272 304288 196739 30000 166739 100121 0 100121 52178 823 51355 150 38 112 4000 1000 3000 62759 0 62759 6803 0 0 590 0 22582 5646 16936 3338 835 2503 602 0 602 65561 15403 50158 515423 53745 454285 580776 580776 1096199 53745 1035061 -763927 250543 31790 98602 98602 614780 101279 101279 3382705 1063662 1063662 713406 2546117 2546117 10206 7680 3116 2526 2526 1706 1706 1706 4747503 3813892 3813892 0 0 X 0 0 0 0 4747503 3813892 4747503 3813892 4747503 3813892 4747503 -763927 0 3983576 169684 3813892 Publicly Traded Securities P 1429715 1401436 28279 28279 Adjustment to Capital Gains, Sale of PTP P 131018 131018 131018 Pass-through Losses from Partnerships P 64 -64 -64 Capital Gains Dividends P 18025 18025 18025 177258 3483 0 3483 0 3483 9200 0 0 0 9200 X 0 5717 5717 0 0 0 0 0 0 0 0 1 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 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 1.00 0 0 0 Eliot R Cutler PO Box 10370 Portland ME 041040370 President 5.00 50000 0 0 Victoria Bonebakker PO Box 10370 Portland ME 041040370 Treasurer 1.00 0 0 0 Erin M Cinelli PO Box 10370 Portland ME 041040370 Executive Director 40.00 114897 31842 0 Donald J Carpenter PO Box 10370 Portland ME 04104 Program Officer 40.00 100098 35721 0 0 NONE 0 In response to the significant financial hardship the COVID-19 pandemic had on the economy in 2020 the Foundation acted quickly to provide need-based support to several families that are supported by the various organizations listed in Part XV. The Foundation's support help to with the cost of necessary food and items for several families in critical need. 3200 0 3328143 772110 144733 4244986 0 0 4244986 63675 4181311 209066 209066 3483 3483 205583 0 205583 0 205583 1035061 0 1035061 0 1035061 205583 0 0 108697 138724 1179007 814124 862767 3103319 1035061 0 0 0 205583 829478 0 0 3932797 0 0 0 0 0 0 108697 3824100 138724 1179007 814124 862767 829478 X Apex Youth Connection (formerly known as the Community Bicycle Center) 45 Granite Street Biddeford ME 04005 None PC Aspirations Incubator Program 89710 Chewonki Foundation Inc 485 Chewonki Neck Road Wiscasset ME 04578 None PC Aspirations Incubator Program 119038 Maine Seacoast Mission 127 West Street Bar Harbor ME 04609 None PC Funding support for the EdGE Program; Aspirations Incubator Program 72498 Maine Youth Alliance 78A Maine Street Belfast ME 04915 None PC Aspirations Incubator Program 96263 Old-Town Orono YMCA 472 Stillwater Avenue Old Town ME 04468 None PC Aspirations Incubator Program 71211 Trekkers Inc 41 Buttermilk Drive Thomaston ME 04861 None PC Funding to fund the Capacity Building 25000 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 107056 580776 0 14 32 14 103141 18 177258 Passthrough Investments 523000 -12216 14 23857 -12216 304288 0 292072 0 0 0 0 0 0 0 0 0 0 X X 1 US Small Business Administration 409 3rd Street SW Washington DC 20416 40200 X Accounting 4000 1000 3000 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 1593 SL 7.000000000000 43 0 Office Furniture 2018-07-20 1937 392 SL 7.000000000000 277 0 office Furniture 2018-08-02 1333 269 SL 7.000000000000 190 0 office Furniture 2018-10-24 557 93 SL 7.000000000000 80 0 50 shs GOOG 87594 87594 25 shs AMZN 81423 81423 1040 shs AAPL 137998 137998 825 shs BMY 51175 51175 750 shs CVX 63338 63338 3600 shs GE 38880 38880 1100 shs GIS 64680 64680 1200 shs PFE 44172 44172 400 shs PG 55656 55656 1800 shs VZ 105750 105750 148 shs VTRS 2774 2774 100 shs BACPRL 151858 151858 21000 shs NLY 177450 177450 1325 shs BMYRT 914 914 7250 shs EPD FMV 142028 142028 North River Hathaway, LLC FMV 144733 144733 82310.455 shs LTD TERM INCOME I FMV 1156460 1156460 19457.006 shs ULTRA SHORT INCOME FUND I FMV 243796 243796 23696.521 shs STRATEGIC INCOME I FMV 294074 294074 26182.864 shs INCOME BUILDER I FMV 565026 565026 Furniture & Fixtures 10206 7680 2526 2526 Legal Fees 150 38 112 Security Deposits 1706 1706 1706 Unrealized Loss on Investments 169684 Advertising & Marketing 44493 11123 33370 Office Expenses 13028 3257 9771 Insurance 4090 1023 3067 Training and Continued Education 3950 0 3950 Passthrough Investments 11641 23857 11641 USM Data Analysis 30470 0 30470 Videographer 25169 0 25169 Professional Consultants 7120 0 7120 Excise Taxes 6803 0 0