2018-11-06T17:35:30-06:00 2017-12-31 952089835 BARTLETT PRINGLE & WOLF LLP 1123 CHAPALA ST PO BOX 90860 SANTA BARBARA CA 931900860 990 2017-01-01 770205301 LURIA FOUNDATION LURI 8059699400 1264 COAST VILLAGE ROAD SANTA BARBARA CA 93108 LEATRICE LURIA PRESIDENT 8059699400 2018-10-30 1 EILEEN F SHERIDAN P00122103 8059637811 64.88.174.3 2018-10-30 11:45:22 PD P 072942572DC2D6859B2EE6AFB9B749F92BC22480 4016E2E28D5145B1934F7C8256BBDCBFB42F77F0 2017 2019-02-21 02:37:17Z LEATRICE LURIA 1264 COAST VILLAGE ROAD SANTA BARBARA CA 93108 1094071 0 X N/A X 1988 CA TO MAKE CONTRIBUTIONS TO EXEMPT ORGANIZATIONS 13 8 0 0 0 147429 0 0 0 0 441 71838 666914 723333 667355 795171 520314 451720 0 0 0 0 0 0 0 174472 177775 694786 629495 -27431 165676 8418437 8596734 0 0 8418437 8596734 X TO MAKE CONTRIBUTIONS TO EXEMPT ORGANIZATIONS. 0 0 105000 105000 MUSIC ACADEMY OF THE WEST - TO SUPPORT 1) SCHOLARSHIP PROGRAMS AND 2) THE DAY TO DAY GENERAL OPERATIONS OF THE ACADEMY. 162700 162700 SANTA BARBARA MUSEUM OF ART - TO HELP COVER THE COSTS OF VARIOUS EXHIBITS. 99200 99200 SANTA BARBARA CITY COLLEGE FOUNDATION - TO PROVIDE FUNDING FOR: 1) FULL TIME LIBRARY RESIDENT 2) PRESIDENT'S COUNCIL 3) PRESIDENT'S SCHOLARSHIP 4) JAPANESE LANGUAGE SCHOLARSHIP 5) MATH STUDENT OF THE YEAR AWARD 6) CAMPAIGN FOR STUDENT SUCCESS. 84820 84820 SANTA BARBARA JEWISH FEDERATION - TO PROVIDE FINANCIAL ASSISTANCE TO THE FEDERATION FOR VARIOUS EXHIBITS AND PROGRAMS. 84820 84820 451720 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 13 8 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 CA X X THE LURIA FOUNDATION 8059699400 1264 COAST VILLAGE ROAD SANTA BARBARA CA 93108 X SUSAN BOWEY DIRECTOR 0.00 X 0 0 0 LAUREN KATZ DIRECTOR 0.00 X 0 0 0 JOAN ROTHENBERG DIRECTOR 0.00 X 0 0 0 MAURICE SINGER DIRECTOR 0.00 X 0 0 0 MADDY JACOBSON DIRECTOR 0.00 X 0 0 0 DIANE SULLIVAN DIRECTOR 0.00 X 0 0 0 MINDY BUDGOR DIRECTOR 0.00 X 0 0 0 ADAM BUDGOR DIRECTOR 0.00 X 0 0 0 TED FRIEDEL DIRECTOR 0.00 X 0 0 0 PAUL GUIDO DIRECTOR 0.00 X 0 0 0 LEATRICE LURIA PRESIDENT 1.00 X 0 0 0 KAREN LURIA BUDGOR VICE-PRESIDENT/TREASURER 1.00 X 0 0 0 BRADY BOWMAN SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 48165 48165 494625 62331 432294 432294 432294 260242 236569 23673 23673 23673 FROM K-1: THE EVERGREE 523000 150974 150974 FROM K-1: AUDOBON PART 523000 69580 69580 FROM K-1: ALABAMA 1 LL 523000 68820 68820 1665 1665 291039 795171 0 0 795171 451720 451720 118463 118463 195 195 15435 15435 2400 2400 38235 38235 2574 2574 BANK SERVICE CHARGES 296 296 FOREIGN TAXES 102 102 ATTORNEY GENERAL'S REGI 75 75 629495 451720 177775 0 501536 884895 4976706 911922 4127115 4064784 3788305 3646075 1481 980 8418437 8596734 0 0 X 0 0 0 0 8418437 8596734 8418437 8596734 8418437 8596734 X 165676 12621 X 0 0 0 X X 4 SANTA BARBARA JEWISH FEDERATION INC 237354759 10 1 84820 0 SANTA BARBARA MUSEUM OF ART 951664122 10 1 162700 0 SANTA BARBARA CITY COLLEGE FOUNDATION 953234551 5 1 99200 0 MUSIC ACADEMY OF THE WEST 951525814 10 1 105000 0 4 451720 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 30 0 0 0 692531 667746 692561 667746 62331 62331 171584 177775 0 0 458646 427640 1117608 1107427 458959 696696 7689077 7654053 9265644 9458176 0 0 0 9265644 9458176 138985 141873 9126659 9316303 319433 326071 0 0 319433 326071 458646 389849 319433 389849 0 389849 451720 0 0 0 0 0 451720 451720 389849 100.000000000000 389849 14 0 0 0 0 0 0 0 0 451720 14 389849 61857 0 0 61857 0 0 0 0 61857 2545825 2545825 2430881 911922 1518959 4064784 ENTERPRISE PRODUCTS PARTNERS -3340 C EVERGREEN ADVANTAGE, LLC 1675000 C BREITBURN ENERGY PARTNERS, LLC 10809 C BUCKEYE PARTNERS, LLC 12236 C ALABAMA 1, LLC 16064 C BRITTANY PARTNERS, LLC 170669 C COMPASS DIVERSIFIED HOLDINGS 66372 C BUTLER CREEK PARTNERS, LP 289944 C ATLANTA SOUTH COMMUNITIES, LP 75362 C KY PIKEVILLE THOMPSON, LLC 66242 C GA AUGUSTA WRIGHTSBORO, LLC 126699 C SB KY PIKEVILLE RETAIL, LLC 169577 C WEDBUSH 399994 C WELLS FARGO 96584 C FIDELITY 234185 C STIFEL 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THE WEST 1070 FAIRWAY ROAD SANTA BARBARA CA 93108 951525814 509(A)(1) 25000 STEINWAY SOLO PIANO COMPETITION & WINNER'S RECITAL TOUR MUSIC ACADEMY OF THE WEST 1070 FAIRWAY ROAD SANTA BARBARA CA 93108 951525814 509(A)(1) 60000 ARTIST IN RESIDENCE PROGRAM, FULL SCHOLARSHIP IN SOLO PIANO, AND SCHOLARSHIP IN VOICE MUSIC ACADEMY OF THE WEST 1070 FAIRWAY ROAD SANTA BARBARA CA 93108 951525814 509(A)(1) 10000 2017 GALA SPONSORSHIP TABLE MUSIC ACADEMY OF THE WEST 1070 FAIRWAY ROAD SANTA BARBARA CA 93108 951525814 509(A)(1) 5000 SOLO PIANO FIRST PRIZE SANTA BARBARA JEWISH FEDERATION 524 CHAPALA STREET SANTA BARBARA CA 93101 237354759 509(A)(1) 10000 LIONS OF JUDAH SANTA BARBARA JEWISH FEDERATION 524 CHAPALA STREET SANTA BARBARA CA 93101 237354759 509(A)(1) 35000 ANNUAL CAMPAIGN SANTA BARBARA JEWISH FEDERATION 524 CHAPALA STREET SANTA BARBARA CA 93101 237354759 509(A)(1) 19320 JEWISH FILM FESTIVAL SPONSORSHIP SANTA BARBARA JEWISH FEDERATION 524 CHAPALA STREET SANTA BARBARA CA 93101 237354759 509(A)(1) 5000 WOMEN'S PHILANTHROPY SPONSOR SANTA BARBARA JEWISH FEDERATION 524 CHAPALA STREET SANTA BARBARA CA 93101 237354759 509(A)(1) 5500 SENIOR PROGRAMS SANTA BARBARA JEWISH FEDERATION 524 CHAPALA STREET SANTA BARBARA CA 93101 237354759 509(A)(1) 10000 SCHMOOZE ROOM MEAL PROGRAM PLEDGE #1 OF 5 SANTA BARBARA MUSEUM OF ART 1130 STATE STREET SANTA BARBARA CA 93101 951664122 509(A)(1) 2700 BENEFACTOR'S CIRCLE SANTA BARBARA MUSEUM OF ART 1130 STATE STREET SANTA BARBARA CA 93101 951664122 509(A)(1) 60000 VOLESKA SOARES LEAN SPONSOR PLEDGE #1 OF 2 SANTA BARBARA MUSEUM OF ART 1130 STATE STREET SANTA BARBARA CA 93101 951664122 509(A)(1) 100000 2016 CAPITAL CAMPAIGN PLEDGE #2 OF 3 4 LEATRICE LURIA LEATRICE LURIA IS PRESIDENT OF THE FOUNDATION & OWNS 100% OF LURIA CO. LLC. 118463 THE FOUNDATION PAID MANAGEMENT FEES OF $118,463 TO LURIA COMPANY, LLC. 0 KAREN LURIA-BUDGOR KAREN LURIA-BUDGOR IS VICE PRESIDENT OF THE FOUNDATION 28200 THE FOUNDATION PAID RENT OF $28,200 TO KAREN LURIA-BUDGOR WHO OWNS THE BUILDING OUT OF WHICH THE FOUNDATION OPERATES. 0 FORM 990, PART VI, SECTION A, LINE 2 LEATRICE LURIA IS THE MOTHER AND EMPLOYER OF KAREN LURIA BUDGOR AND THE EMPLOYER OF BRADY BOWMAN. KAREN LURIA BUDGOR IS THE MOTHER OF MINDY BUDGOR AND ADAM BUDGOR. FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS LOCATED ON GUIDESTAR.ORG. ALSO, A PAPER COPY IS AVAILABLE AT THE FOUNDATION'S OFFICE UPON REQUEST. FORM 990, PART XI, LINE 9: BOOK/TAX DIFFERENCES - LLC INVESTMENTS 12,621.