2024-07-11T15:57:37-05:00 2023-08-31 341873282 CBIZ MHM LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990PF 2022-09-01 237032703 LERNER FOUNDATION LERN 6123323344 241 FIRST AVENUE NORTH MINNEAPOLIS MN 554011607 HARRY LERNER PRESIDENT 6123323344 2024-07-10 1 HARRY LERNER 999009999 1 ANNE M LEDWEIN P00448677 6123397811 2024-07-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 3428621 X 257921 100 100 44115 44115 40079 40079 40079 342215 84294 0 0 0 2896 1448 1448 762 0 0 227 0 108 3885 1448 1556 142376 142376 146261 1448 143932 195954 82846 8079 25092 25092 69437 62819 62819 1326906 1513465 3340710 1404422 1601376 3428621 0 0 X 718482 718482 0 0 685940 882894 1404422 1601376 1404422 1601376 1404422 195954 1000 1601376 0 1601376 CAPITAL GAINS DIVIDENDS P 40079 40079 40079 40079 1152 0 1152 0 1152 0 0 0 0 0 0 1152 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A HARRY LERNER 6123323344 241 FIRST AVE N MINNEAPOLIS MN 554011607 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 2841471 111747 0 2953218 0 0 2953218 44298 2908920 145446 145446 1152 1152 144294 1000 145294 0 145294 143932 0 143932 145294 120875 0 0 143932 120875 0 0 23057 0 0 0 0 0 0 0 0 122237 0 0 0 HARRY LERNER HARRY LERNER 241 FIRST AVENUE NORTH MINNEAPOLIS MN 55401 6123323344 THERE IS NO FORMAL FORM OR PROCESS. A LETTER STATING ORGANIZATIONS NONE NONE ADATH JESHURUN CONGREGATION 10500 HILLSIDE LN W MINNETONKA MN 55305 NONE PC GENERAL CHARITABLE PURPOSES 4398 ALS ASSOCIATION OF MN 1919 UNIVERSITY AVE W STE 175 ST PAUL MN 55104 NONE PC GENERAL CHARITABLE PURPOSES 1000 AMERICAN FRIENDS OF THE HEBREW 199 WATER ST 11TH FLOOR NEW YORK NY 10038 NONE PC GENERAL CHARITABLE PURPOSES 1000 AMERICAN JEWISH COMMITTEE PO BOX 7247 PHILADELPHIA PA 191700001 NONE PC GENERAL CHARITABLE PURPOSES 2000 ANDERSON CENTER 163 TOWER VIEW DR RED WING MN 55066 NONE PC GENERAL CHARITABLE PURPOSES 250 BOOKS FOR AFRICA 370 SELBY AVE 305 ST PAUL MN 55102 NONE PC ACADEMIC PURPOSES 5000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH NEW YORK NY 10006 NONE PC GENERAL CHARITABLE PURPOSES 500 FLAME PO BOX 3460 BERKELEY CA 94703 NONE PC GENERAL CHARITABLE PURPOSES 300 GUTHRIE THEATRE 818 S 2ND ST MINNEAPOLIS MN 55415 NONE PC GENERAL CHARITABLE PURPOSES 250 HABONIM DROR FOUNDATION 426 E DUARTE RD MONROVIA CA 91016 NONE PC GENERAL CHARITABLE PURPOSES 1200 HEILICHER MINNEAPOLIS JEWISH DAY SCHOOL 4330 CEDAR LAKE RD MINNEAPOLIS MN 55416 NONE PC ACADEMIC PURPOSES 1000 HENNEPIN COUNTY LIBRARY 300 NICOLLET MALL MINNEAPOLIS MN 55401 NONE PC GENERAL CHARITABLE PURPOSES 10000 HIGHLIGHTS FOUNDATION 814 COURT ST HONESDALE PA 18431 NONE PC ACADEMIC PURPOSES 2000 HILLEL INTERNATIONAL 800 8TH ST NW WASHINGTON DC 20001 NONE PC GENERAL CHARITABLE PURPOSES 500 INTERNATIONAL CAMPAIGN FOR TIBET 1825 JEFFERSON PLACE NW WASHINGTON DC 20036 NONE PC GENERAL CHARITABLE PURPOSES 100 JAMES SEWELL BALLET 528 HENNEPIN AVE MINNEAPOLIS MN 55403 NONE PC GENERAL CHARITABLE PURPOSES 800 JEWISH COMMUNITY RELATIONS COUNCIL 12 N 12TH ST 480 MINNEAPOLIS MN 55403 NONE PC GENERAL CHARITABLE PURPOSES 8000 JEWISH FAMILY AND CHILDREN'S SERVICES 1633 7TH W ST PAUL MN 55102 NONE PC GENERAL CHARITABLE PURPOSES 15000 MACALESTER COLLEGE 1600 GRAND AVE ST PAUL MN 55105 NONE PC ACADEMIC PURPOSES 2000 MILKWEEK EDITIONS 1011 WASHINGTON AVE S MINNEAPOLIS MN 55415 NONE PC GENERAL CHARITABLE PURPOSES 2500 MINNEAPOLIS JEWISH FEDERATION 111 CHESHIRE LN 50 MINNETONKA MN 55305 NONE PC GENERAL CHARITABLE PURPOSES 20000 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 NATIONAL COUNCIL OF JEWISH WOMAN 5905 GOLDEN VALLEY RD 1 GOLDEN VALLEY MN 55422 NONE PC GENERAL CHARITABLE PURPOSES 25 OR EMET 3116 DEAN CT MINNEAPOLIS MN 55416 NONE PC GENERAL CHARITABLE PURPOSES 300 PAGE EDUCATION FOUNDATION 901 N 3RD ST SUITE 355 MINNEAPOLIS MN 55401 NONE PC GENERAL CHARITABLE PURPOSES 1500 PLANNED PARENTHOOD OF NORTH CENTRAL MINNESOTA 1200 LAGOON AVE MINNEAPOLIS MN 55408 NONE PC GENERAL CHARITABLE PURPOSES 1100 SCIENCE MUSEUM OF MINNESOTA 120 W KELLOGG BLVD ST PAUL MN 55102 NONE PC GENERAL CHARITABLE PURPOSES 100 SESAME WORKSHOP BENEFIT HEAL 1900 BROADWAY NEW YORK NY 10023 NONE PC GENERAL CHARITABLE PURPOSES 2500 SOCIETY FOR HUMANISTIC JUDAISM 28611 W 12 MILE RD FARMINGTON HILLS MI 48334 NONE PC GENERAL CHARITABLE PURPOSES 100 ST LOUIS PARK DOLLARS FOR SCHOLARS 6715 MINNETONKA BLVD ST LOUIS PARK MN 55426 NONE PC GENERAL CHARITABLE PURPOSES 100 TEMPLE ISRAEL 2323 FREMONT AVE S MINNEAPOLIS MN 55405 NONE PC GENERAL CHARITABLE PURPOSES 1878 THE BRADY CAMPAIGN 840 FIRST ST NE400 WASHINGTON DC 20002 NONE PC GENERAL CHARITABLE PURPOSES 500 THE CENTER FOR VICTIMS OF TORTURE 2356 UNIVERSITY AVE W STE 430 SAINT PAUL MN 55114 NONE PC GENERAL CHARITABLE PURPOSES 350 THE FORWARD FOUNDATION 490 S MAPLE ST WACONIA MN 55387 NONE PC GENERAL CHARITABLE PURPOSES 1000 THE FRIENDS OF THE ST PAUL PUBLIC LIBRARY 1080 MONTREAL AVE 2 ST PAUL MN 55116 NONE PC GENERAL CHARITABLE PURPOSES 250 THE USO PO BOX 96860 WASHINGTON DC 20077 NONE PC GENERAL CHARITABLE PURPOSES 25 TWIN CITIES PUBLIC TELEVISION 172 4TH ST E ST PAUL MN 55101 NONE PC GENERAL PUBLIC FUNDING 600 UNIVERSITY OF MINNESOTA LIBRARIES (KERLAN) 309 19TH AVENUE SOUTH MINNEAPOLIS MN 55455 NONE PC ACADEMIC PURPOSES 2000 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 50000 WISHES AND MORE 961 HILLWIND RD NE MINNEAPOLIS MN 55432 NONE PC GENERAL CHARITABLE PURPOSES 1800 142376 0 14 100 14 44115 14 40079 0 84294 0 84294 0 0 0 0 0 0 0 0 0 0 X X 1 HARRY LERNER 241 FIRST AVENUE N MINNEAPOLIS MN 55401 44252 X 2 HARRY LERNER 241 FIRST AVENUE N MINNEAPOLIS MN 55401 38348 X 3 HARRY LERNER 241 FIRST AVENUE N MINNEAPOLIS MN 55401 25321 X 4 LERNER PUBLISHING GROUP 241 FIRST AVENUE N MINNEAPOLIS MN 55401 150000 X 1 100 SHS DEER & CO. (DE) 44252 2022-12-01 2 100 MCKESSON CORPORATION 38348 2022-12-01 3 50 SHS COTSCO WHOLESALE CO 25321 2022-12-01 ACCOUNTING FEES 2896 1448 1448 1029.618 SHS GRACO, INC. (GGG) 48296 81278 10519.430 SHS PENTAIR INC: PNR 85647 739095 10636.691 SHS NVENT ELECTRIC PLC F 50612 601399 204.035 SHS DEERE & CO (DE) 71549 83846 207.102 SHS MCKESSON CORPORATION 57416 85393 109.945 SHS UNITED HEALTH GROUP, INC. (UNH) 18976 52398 1561.204 SHS VERIZON COMMUNICATIONS 56335 54611 172.353 SHS APPLE 5470 32380 191.058 SHS JOHNSON & JOHNSON 26468 30890 3166.947 SHS MAIRS & POWER GROWTH 287873 443531 211.138 SHS GOLDMAN SACHS GROUP, INC. (GS) 51051 69192 279.329 SHS 3M COMPANY 27681 29796 269.965 SHS TARGET 12559 34164 400.000 SHS MERCK & CO 11863 43592 134.454 SH CATEPILLAR INC 13029 37730 433.739 SHS MICROSOFT 32677 142162 461.466 SHS BALL CORP (BLL) 33075 25127 100.000 SHS ALPHABET INC. (GOOGL) CLASS A 3905 13617 100.000 SHS ALPHABET INC. (GOOGL) CLASS C 3813 13735 650.000 SHS EDWARDS LIFESCIENCES 29196 49706 9865.310 SHS SIT DIVIDEND GROWTH FD SDVSX 144233 143343 730.000 SHS MEDTRONIC 56174 59495 762.421 SHS THE CHARLES SCHWAB GROUP 16285 45097 9076.666 SHS VIRTUS DUFF & PHELPS WAT (AWTAX) 160027 172366 157.873 SHS LAM RESEARCH CORP 95962 110890 500 SHS LYONDELL BASELL INDS 46485 49385 700 SHS ON SEMICONDUCTOR 41391 68922 50 SHS COSTCO WHOLESALE CO 25417 27570 MN FILING FEE 25 0 25 BANK CHARGES 202 0 83 RECOVERY OF UNCASHED PY DISTRIBUTION 1000 FEDERAL EXCISE TAX 762 0 0