LOUIS R LURIE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS R LURIE FOUNDATION (EIN 94-6065488)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201522249349100407
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- 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 | 2015-08-11T12:40:47-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 4153998513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 PINE STREET | AddressLine1Txt |
| Address Line2 | ROOM/SUITE 711 | AddressLine2Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE L VALLA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4153998513 | PhoneNum |
| Signature | 2015-08-11 | 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 | 2015-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $250 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $313 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $313 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,780,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,326,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,780,972 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,442 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,442 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,839,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,839,199 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $33,893 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $33,893 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,111 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $24,111 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $126,972 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $121,972 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,224 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,385 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $380 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,005 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $212,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,380 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $180,981 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,239,944 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,239,944 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,452,529 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,380 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,420,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,613,330 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,833,819 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $122,094 | CashBOYAmt |
| Cash EOY | $250 | CashEOYAmt |
| Cash EOYFMV | $250 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,348,176 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $2,485,590 | CorporateBondsBOYAmt |
| Other Investments BOY | $1,657,720 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $8,613,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $250 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,613,580 | UnrestrictedBOYAmt |
| Unrestricted EOY | $250 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,613,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,613,580 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,613,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,613,330 | ExcessRevenueOverExpensesAmt |
| Subtotal | $250 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2009-01-01 | AcquiredDt |
| Sold | 2014-06-30 | SoldDt |
| Gross Sales Price | $11,326,254 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,545,282 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,780,972 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,780,972 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,780,972 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $575,819 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,125,024 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063103 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $513,015 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,507,641 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060300 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $786,325 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,036,850 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087013 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,339,243 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,523,783 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.157118 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,450,785 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,055,069 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.428399 | DistributionYr5Rt |
| Total Distribution | 0.795933 | TotalDistributionRt |
| Average Distribution | 0.159187 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,155,333 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,616,597 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,338 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,644,935 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,420,925 | 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 | $28,338 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,338 | SubtotalAmt |
| Tax Based On Investment Income | $28,338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,807 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $30,807 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,469 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $2,469 | RefundAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 | 4153998513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 PINE STREET SUITE 711 | AddressLine1Txt |
| Address Line2 | 369 PINE STREET SUITE 711 | AddressLine2Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | ||||||||
| 369 PINE ST STE 711 | SAN FRANCISCO | CA | 94104 | PRES/TREAS/D | 10.00 | $0 | $0 | $0 |
| H MICHAEL KURZMAN | ||||||||
| 369 PINE ST STE 711 | SAN FRANCISCO | CA | 94104 | VP/DIR. | 10.00 | $0 | $0 | $0 |
| EUGENE L VALLA | ||||||||
| 369 PINE STE STE 711 | SAN FRANCISCO | CA | 94104 | CFO/DIR. | 10.00 | $0 | $0 | $0 |
| GARY WOOD | ||||||||
| 369 PINE ST STE 711 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| DANA LURIE | ||||||||
| 369 PINE ST ST 711 | SAN FRANCISCO | CA | 94104 | SECRETARY/DI | 10.00 | $0 | $0 | $0 |
| WILLIAM M HARRIS | ||||||||
| 369 PINE ST STE 711 | SAN FRANCISCO | CA | 94104 | ASST. SEC. | 10.00 | $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 | $10,152,944 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,309,983 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,309,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,155,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $507,767 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $507,767 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,338 | TotalTaxAmt |
| Distributable Before Adj | $479,429 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $479,429 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $479,429 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,420,925 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,420,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $28,338 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,392,587 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $479,429 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,032,132 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $917,300 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $786,325 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $181,113 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $123,362 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,040,232 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,420,925 | QualifyingDistributionsAmt |
| Applied To Current Year | $479,429 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,941,496 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,981,728 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,032,132 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,949,596 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $917,300 | ExcessFromYear4Amt |
| Excess From Year3 | $786,325 | ExcessFromYear3Amt |
| Excess From Year2 | $181,113 | ExcessFromYear2Amt |
| Excess From Year1 | $123,362 | ExcessFromYear1Amt |
| Excess From Current Year | $10,941,496 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| 826 VALENCIA | |||||||||
| 826 VALENCIA | 826 VALENCIA STREET | 826 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $400,000 |
| AIM HIGH | |||||||||
| AIM HIGH | 2030 HARRISON ST | 2030 HARRISON ST | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $487,444 |
| AMERICA SCORES BAY AREA | |||||||||
| AMERICA SCORES BAY AREA | 1610 HARRISON STREET | 1610 HARRISON STREET | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $400,000 |
| AT THE CROSSROADS | |||||||||
| AT THE CROSSROADS | 333 VALENCIA ST STE 320 | 333 VALENCIA ST STE 320 | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $400,000 |
| BAY AREA WOMENS AND CHILD | |||||||||
| BAY AREA WOMENS AND CHILDRENS CTR | 318 LEAVENWORTH ST | 318 LEAVENWORTH ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $400,000 |
| BOYS HOPE GIRLS HOPE | |||||||||
| BOYS HOPE GIRLS HOPE | 12120 BRIDGETON SQUARE DR | 12120 BRIDGETON SQUARE DR | BRIDGETON | MO | 63044 | NONE | 501(C)(3) | CHARITY | $175,000 |
| CALIFORNIA PACIFIC MEDICAL CTR FND | |||||||||
| CALIFORNIA PACIFIC MECIAL CTR FND | 3700 CALIFORNIA ST | 3700 CALIFORNIA ST | SAN FRANCISCO | CA | 94118 | NONE | 501(C)(3) | CHARITY | $400,000 |
| CASA OF SAN MATEO | |||||||||
| CASA OF SAN MATEO | 1280 VETERANS BLVD | 1280 VETERANS BLVD | REDWOOD CITY | CA | 94063 | NONE | 501(C)(3) | CHARITY | $2,500 |
| CATALYST SCHOOLS | |||||||||
| CATALYST SCHOOLS | 6727 S CALIFORNIA AVE | 6727 S CALIFORNIA AVE | CHICAGO | IL | 60629 | NONE | 501(C)(3) | CHARITY | $1,000 |
| CHICAGO PUBLIC RADIO | |||||||||
| CHICAGO PUBLIC RADIO | 848 E GRAND AVE | 848 E GRAND AVE | CHICAGO | IL | 60611 | NONE | 501(C)(3) | CHARITY | $500 |
| CENTER FOR WORKING FAMILIES | |||||||||
| CENTER FOR WORKING FAMILIES | 419 7TH STREET NW | 419 7TH STREET NW | WASHINGTON | DC | 20004 | NONE | 501(C)(3) | CHARITY | $2,500 |
| CENTER FOR YOUNG WOMEN'S DEV | |||||||||
| CENTER FOR YOUNG WOMEN'S DEVELOPMENT | 832 FOLSOM ST STE 700 | 832 FOLSOM ST STE 700 | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | CHARITY | $150,000 |
| CHILDREN'S VISION FIRST | |||||||||
| CHILDREN'S VISION FIRST | 1007 GENERAL KENNEDY AVE | 1007 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | CHARITY | $145,000 |
| COMMUNITY MUSIC CENTER | |||||||||
| COMMUNITY MUSIC CENTER | 544 CAPP ST | 544 CAPP ST | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $400,500 |
| DE MARILLAC ACADEMY | |||||||||
| DE MARILLAC ACADEMY | 175 GOLDEN GATE AVE | 175 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $425,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||||
| EASTSIDE COLLEGE PREPARATORY SCHOOL | 1041 MYRTLE ST | 1041 MYRTLE ST | EAST PALO ALTO | CA | 94303 | NONE | 501(C)(3) | CHARITY | $400,000 |
| ECOLOGY PROJECT INTERNATIONAL | |||||||||
| ECOLOGY PROJECT INTERNATIONAL | 315 SOUTH 4TH STREET EAST | 315 SOUTH 4TH STREET EAST | MISSOULA | MT | 59801 | NONE | 501(C)(3) | CHARITY | $2,500 |
| EPISCOPAL COMM SERVICES | |||||||||
| EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO | 165 8TH STREET 3RD FLOOR | 165 8TH STREET 3RD FLOOR | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $2,000 |
| EXPLORATORIUM | |||||||||
| EXPLORATORIUM | PIER 15 THE EMBARCADERO | PIER 15 THE EMBARCADERO | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | CHARITY | $400,000 |
| FACETS MULTI-MEDIA INC | |||||||||
| FACETS MULTI-MEDIA INC | 1517 W FULLERTON AVE | 1517 W FULLERTON AVE | CHICAGO | IL | 60614 | NONE | 501(C)(3) | CHARITY | $500 |
| FAMILY BUILDERS BY ADOPTION | |||||||||
| FAMILTY BUILDERS BY ADOPTION | 401 GRAND AVE 400 | 401 GRAND AVE 400 | OAKLAND | CA | 94610 | NONE | 501(C)(3) | CHARITY | $35,000 |
| FRIENDS FOR THERAPEUTIC EQUINE ACT | |||||||||
| FRIENDS FOR THERAPEUTIC EQUINE ACTIVITIES | 28 W051 LIBERTY ST | 28 W051 LIBERTY ST | WINFIELD | IL | 60190 | NONE | 501(C)(3) | CHARITY | $500 |
| FRIENDS OF HARBOR COUNTRY TRAILS | |||||||||
| FRIENDS OF HARBOR COUNTRY TRAILS | 15311 THREE OAKS RD | 15311 THREE OAKS RD | THREE OAKS | MI | 49128 | NONE | 501(C)(3) | CHARITY | $500 |
| FRIENDS OF THE SAN FRANCISCO PUBLIC | |||||||||
| FRIENDS OF THE SAN FRANCISCO PUBLIC AREA | 710 VAN NESS AVE | 710 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $350,000 |
| GIRLVENTURES | |||||||||
| GIRLVENTURES | 3543 18TH ST 18 | 3543 18TH ST 18 | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $177,500 |
| HARBOR COUNTRY EMERGENCY FOOD PANTR | |||||||||
| HARBOR COUNTRY EMERGENCY FOOD PANTRY | 6 SOUTH ELM STREET | 6 SOUTH ELM STREET | THREE OAKS | MI | 49128 | NONE | 501(C)(3) | CHARITY | $500 |
| HOME AWAY FROM HOMELESSNESS | |||||||||
| HOME AWAY FROM HOMELESSNESS | FORT MASON | FORT MASON | SAN FRANCISCO | CA | 94123 | NONE | 501(C)(3) | CHARITY | $350,000 |
| HOMELESS PRENATAL | |||||||||
| HOMELESS PRENATAL | 2500 18TH STREET | 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $400,000 |
| KIPP BAY AREA | |||||||||
| KIPP BAY AREA | 1404 FRANKLIN STSTE 208 | 1404 FRANKLIN STSTE208 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | CHARITY | $400,000 |
| LEGAL SERVICES FOR CHILDREN | |||||||||
| LEGAL SERVICES FOR CHILDREN | 1254 MARKET STREET | 1254 MARKET STREET | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $396,000 |
| LIFE LEARNING ACADEMY | |||||||||
| LIFE LEARNING ACADEMY | 651 8TH STREET | 651 8TH STREET | SAN FRANCISCO | CA | 94130 | NONE | 501(C)(3) | CHARITY | $502,500 |
| MUSIC IN SCHOOLS TODAY | |||||||||
| MUSIC IN SCHOOLS TODAY | 582 MARKET STREET 213 | 582 MARKET STREET 213 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | CHARITY | $20,000 |
| NATIONAL CENTER FOR YOUTH LAW | |||||||||
| NATIONAL CENTER FOR YOUTH LAW | 405 14TH STREET 1500 | 405 14TH STREET 1500 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | CHARITY | $200,000 |
| NATIONAL PUBLIC HOUSING MUSEUM | |||||||||
| NATIONAL PUBLIC HOUSING MUSEUM | 625 N KINGSBURY | 625 N KINGSBURY | CHICAGO | IL | 60654 | NONE | 501(C)(3) | CHARITY | $500 |
| OAK PARK TEMPLE | |||||||||
| OAK PARK TEMPLE | 1235 N HARLEM AVE | 1235 HARLEM AVE | OAK PARK | IL | 60302 | NONE | 501(C)(3) | CHARITY | $500 |
| OASIS FOR GIRLS | |||||||||
| OASIS FOR GIRLS | 1129 FOLSOM ST | 1129 FOLSOM ST | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $400,000 |
| PEREGRINE FUND | |||||||||
| PEREGRINE FUND | 5668 W FLYING HAWK LANE | 5668 W FLYING HAWK LANE | BOISE | ID | 83709 | NONE | 501(C)(3) | CHARITY | $5,000 |
| PLANNED PARENTHOOD SHASTA PACIFIC | |||||||||
| PLANNED PARENTHOOD SHASTA PACIFIC | 1650 VALENCIA ST | 1650 VALENCIA ST | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $400,000 |
| PLAYWORKS | |||||||||
| PLAYWORKS | 650 5TH ST 201 | 650 5TH ST 201 | SAN FRANCISCO | CA | 94607 | NONE | 501(C)(3) | CHARITY | $350,000 |
| RAISING A READER | |||||||||
| RAISING A READER | 470 3RD STREET STE 102 | 470 3RD STREET STE 102 | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | CHARITY | $400,000 |
| REAL OPTIONS FOR CITY KIDS | |||||||||
| REAL OPTIONS FOR CITY KIDS | 590 LELAND AVE | 590 LELAND AVE | SAN FRANCISCO | CA | 94134 | NONE | 501(C)(3) | CHARITY | $75,000 |
| SAN FRANCISCO CASA | |||||||||
| SAN FRANCISCO CASA | 2535 MISSIONS ST | 2535 MISSION ST | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $400,000 |
| SAN FRANCISCO CHILD ABUSE PREVENTIO | |||||||||
| SAN FRANCISCO CHILD ABUSE PREVENTION | 1757 WALLER STREET | 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | NONE | 501(C)(3) | CHARITY | $700,000 |
| SF FOOD BANK | |||||||||
| SF FOOD BANK | 900 PENNSYLVANIA AVE | 900 PENNSYLVANIA AV | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | CHARITY | $400,000 |
| SPARK | |||||||||
| SPARK | 438 CAMINO DEL RIO SOUTH | 438 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | NONE | 501(C)(3) | CHARITY | $325,000 |
| STUDENTS RISING ABOVE | |||||||||
| STUDENTS RISING ABOVE | PO BOX 29174 | PO BOX 29174 | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | CHARITY | $2,000 |
| TENDERLOIN NEIGHBORHOOD DEV CORP | |||||||||
| TENDERLOIN NEIGHBORHOOD DEV CORP | 215 TAYLOR ST | 215 TAYLOR ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $2,500 |
| WILDLIFE ASSOCIATES | |||||||||
| WILDLIFE ASSOCIATES | PO BOX 3098 | PO BOX 3098 | HALF MOON BAY | CA | 94019 | NONE | 501(C)(3) | CHARITY | $2,500 |
| YOUTH SPEAKS | |||||||||
| YOUTH SPEAKS | 1663 MISSION STREET | 1663 MISSION STREET | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,239,944 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $313 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,780,972 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (15 entries)
| DescDesc | ExclusionExclusionAmt | ExclusionExclusionCd | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| SEE STATEMENT 13 | $17,442 | |||
| FEDERAL & STATE TAX REFUNDS | 1 | |||
| AQR DELTA FUND II K-1 | $6,988 | 14 | ||
| AQR DELTA FUND II K-1 | $20,717 | 14 | ||
| AQR DELTA FUND II K-1 | 14 | |||
| AQR DELTA FUND II K-1 | $18,716 | 18 | ||
| AQR DELTA FUND II K-1 | 18 | |||
| AQR DELTA FUND II K-1 | $1,599 | 14 | ||
| AQR DELTA FUND II K-1 | -$881 | 14 | ||
| AQR DELTA FUND II K-1 | -$21,484 | 14 | ||
| AQR DELTA FUND II K-1 | -$4,988 | 14 | ||
| AQR DELTA FUND II K-1 | -$3,331 | 14 | ||
| OTHER INCOME | $106 | 14 | ||
| S-CORP (LURIE & CO.) K-1 | 16 | 531120 | -$21,057 | |
| SUSPENDED LOSSES (LURIE & C | 16 | 531120 | $21,057 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,839,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,839,199 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $24,111 | Amt |
| Disbursements Charitable Prps | $24,111 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRATED SECURITIES | StockNm |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|
| THE LURIE COMPANY - S-CORP SHARES | AT COST |
| AQR CAPITAL MANAGEMENT II, LLC | AT COST |
| ARTISAN FUND | AT COST |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DURING 2014, THE FOUNDATION DISTRIBUTED ITS REMAINING ASSETS IN THE FORM OF CHARITABLE CONTRIBUTIONS TO PRE-SELECTED OPERATING CHARITABLE ORGANIZATIONS IN THE SAN FRANCISCO AREA. THE FOUNDATION HAS RETAINED THE LAW FIRM OF FARELLA BRAUN+MARTEL LLP TO OVERSEE ITS PLAN OF DISSOLUTION AND FILE THE PROPER DOCUMENTS WITH THE CALIFORNIA SECRETARY OF STATE OFFICE. THE ATTORNEYS WILL FINALIZE THE DISSOLUTION PROCESS IN CALENDAR YEAR 2015. A FINAL TAX RETURN WILL BE FILED FOR CALENDAR YEAR 2015. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $33,893 | LegalFeesAmt |
| Disbursements Charitable Prps | $33,893 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $380 | $380 | |
| TRAVEL | $745 | $745 | |
| FILING FEES | $70 | $70 | |
| MISC. OTHER EXPENSES | $174 | $174 | |
| TELEPHONE | $16 | $16 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AQR DELTA FUND II K-1 | $6,988 | $6,988 |
| AQR DELTA FUND II K-1 | $20,717 | $20,717 |
| AQR DELTA FUND II K-1 | $18,716 | $18,716 |
| AQR DELTA FUND II K-1 | $1,599 | $1,599 |
| AQR DELTA FUND II K-1 | -$881 | -$881 |
| AQR DELTA FUND II K-1 | -$21,484 | -$21,484 |
| AQR DELTA FUND II K-1 | -$4,988 | -$4,988 |
| AQR DELTA FUND II K-1 | -$3,331 | -$3,331 |
| OTHER INCOME | $106 | $106 |
| S-CORP (LURIE & CO.) K-1 | -$21,057 | |
| SUSPENDED LOSSES (LURIE & CO) | $21,057 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $5,000 | $5,000 | |
| ADMINISTRATIVE FEES | $89,312 | $89,312 | |
| PHILANTHROPIC CONSULTING | $32,660 | $32,660 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $26,224 | Amt |
Comments