LOUIS R LURIE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: LOUIS R LURIE FOUNDATION (EIN 94-6065488)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-10-21
IRS object ID: 201602959349100605
Schema version: 2015v2.1
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
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-10-21T17:14:24-05:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	262480144	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DIAWARA & ASSOCIATES CPAS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2225 EAST BAYSHORE ROAD SUITE 200	AddressLine1Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94303	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	946065488	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LOUIS R LURIE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LOUI	BusinessNameControlTxt
Phone	4156816880	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	595 DARIEN WAY	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	941272522	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	EUGENE L VALLA	PersonNm
Person Title	CFO/DIR.	PersonTitleTxt
Phone	4156816880	PhoneNum
Signature	2016-10-20	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KARIFA DIAWARA	PreparerPersonNm
PTIN	P00845765	PTIN
Phone	6503201782	PhoneNum
Preparation	2016-10-21	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1	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	$200	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Other Income Rev And Expnss	$3,619	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$3,819	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$2,581	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$2,581	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$785	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$785	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$10	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$693	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$693	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,069	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$4,059	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,069	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$4,059	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$250	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$250	CashBOYAmt
Other Investments EOYFMV	$1	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$250	TotalAssetsBOYAmt
Total Assets EOY	$0	TotalAssetsEOYAmt
Total Assets EOYFMV	$1	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$250	UnrestrictedBOYAmt
Tot Net Ast Or Fund Balances BOY	$250	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$0	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$250	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$0	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$250	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$250	ExcessRevenueOverExpensesAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$11,392,587	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$10,155,333	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	1.121833	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$575,819	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$9,125,024	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.063103	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$513,015	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$8,507,641	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.060300	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$786,325	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$9,036,850	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.087013	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,339,243	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$8,523,783	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.157118	DistributionYr5Rt
Total Distribution	1.489367	TotalDistributionRt
Average Distribution	0.297873	AverageDistributionRt
Net Vl Noncharitable Assets	$123	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$37	AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$37	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$4,059	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	false	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	EUGENE L VALLA	IndividualWithBooksNm
Phone	4156816880	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	595 DARIEN WAY	AddressLine1Txt
Address Line2	595 DARIEN WAY	AddressLine2Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	941272522	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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
ROBERT A LURIE
595 DARIEN WAY	SAN FRANCISCO	CA	941272522	PRES/TREAS/D	1.00	$0	$0	$0
H MICHAEL KURZMAN
595 DARIEN WAY	SAN FRANCISCO	CA	94127	VP/DIR.	1.00	$0	$0	$0
EUGENE L VALLA
595 DARIEN WAY	SAN FRANCISCO	CA	94127	CFO/DIR.	1.00	$0	$0	$0
GARY WOOD
595 DARIEN WAY	SAN FRANCISCO	CA	94127	DIRECTOR	1.00	$0	$0	$0
DANA LURIE
595 DARIEN WAY	SAN FRANCISCO	CA	94127	SECRETARY/DI	1.00	$0	$0	$0
WILLIAM M HARRIS
595 DARIEN WAY	SAN FRANCISCO	CA	94127	ASST. SEC.	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$125	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$125	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$125	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$123	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$6	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$6	MinimumInvestmentReturnAmt
Distributable Before Adj	$6	DistributableBeforeAdjAmt
Distributable Before Ded	$6	DistributableBeforeDedAmt
Distributable As Adjusted	$6	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,059	ExpensesAndContributionsAmt
Qualifying Distributions	$4,059	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$4,059	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$6	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$917,300	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$786,325	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$181,113	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$123,362	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$10,941,496	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$12,949,596	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,059	QualifyingDistributionsAmt
Applied To Current Year	$6	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$4,053	RemainingDistriFromCorpusAmt
Total Corpus	$12,953,649	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$917,300	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$12,036,349	ExcessDistriCyovToNextYrAmt
Excess From Year4	$786,325	ExcessFromYear4Amt
Excess From Year3	$181,113	ExcessFromYear3Amt
Excess From Year2	$123,362	ExcessFromYear2Amt
Excess From Year1	$10,941,496	ExcessFromYear1Amt
Excess From Current Year	$4,053	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	FEDERAL & STATE TAX REFUNDS	Desc
Exclusion	1	ExclusionCd
Exclusion	$3,619	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$3,619	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,619	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	THE LURIE COMPANY - S-CORP SHARES	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
EOYFMV	$1	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$2,581	LegalFeesAmt
Disbursements Charitable Prps	$2,581	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK FEES	$693	$693

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL & STATE TAX REFUNDS	Desc
Revenue And Expenses Per Books	$3,619	RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ADMINISTRATIVE FEES	CategoryTxt
Amt	$785	Amt
Disbursements Charitable Prps	$785	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	CALIFORNIA FRANCHISE TAX	CategoryTxt
Amt	$10	Amt

LOUIS R LURIE FOUNDATION: Form 990PF, tax year 2015

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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