LOUIS R LURIE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS R LURIE FOUNDATION (EIN 94-6065488)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349101853
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T11:36:10-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2225 EAST BAYSHORE ROAD SUITE 200 | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 4153998512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 PINE STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE 711 | AddressLine2 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM M HARRIS | PersonNm |
| Person Title | ASS. SEC. | PersonTitleTxt |
| Phone | 4153998512 | PhoneNum |
| Signature | 2014-10-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARIFA DIAWARA | PreparerPersonNm |
| PTIN | P00845765 | PTIN |
| Phone | 6505211620 | PhoneNum |
| Preparation | 2014-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,174,292 | 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 |
| Dividends Rev And Expnss | $147,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $147,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,961 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $440,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,961 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $310 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $310 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $202,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,944 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,955 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,646 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,736 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $60,910 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,243 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,456 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $502 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,954 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,238 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,819 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $504,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $504,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $596,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,238 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $575,819 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$393,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,706 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $195,507 | CashBOYAmt |
| Cash EOY | $122,094 | CashEOYAmt |
| Cash EOYFMV | $122,094 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,718,324 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,348,176 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,455,496 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,384,437 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,485,590 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,452,530 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,757,410 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,657,720 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,144,172 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,055,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,613,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,174,292 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,055,678 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,613,580 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,055,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,613,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,055,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,613,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,055,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$393,456 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,662,222 | SubtotalAmt |
| Other Decreases | $48,642 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,613,580 | 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 (ACCOUNTS) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2009-01-01 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $440,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $385,039 | CostOrOtherBasisAmt |
| Gain Or Loss | $54,961 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $54,961 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,961 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $513,015 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,507,641 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060300 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $786,325 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,036,850 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087013 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,339,243 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,523,783 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.157118 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,450,785 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,055,069 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.428399 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,991,792 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,438,084 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.222635 | DistributionYr5Rt |
| Total Distribution | 0.955465 | TotalDistributionRt |
| Average Distribution | 0.191093 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,125,024 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,743,728 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,897 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,745,625 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $575,819 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,794 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,794 | SubtotalAmt |
| Tax Based On Investment Income | $3,794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,601 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,601 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,807 | OverpaymentAmt |
| Applied To ES Tax | $10,807 | AppliedToESTaxAmt |
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 | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | 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 | WILLIAM M HARRIS | IndividualWithBooksNm |
| Phone | 4153998512 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 PINE STREET SUITE 711 | AddressLine1 |
| Address Line2 | 369 PINE STREET SUITE 711 | AddressLine2 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 1.00 | $0 | $0 | $0 |
| H MICHAEL KURZMAN | ||||||||
| 369 PINE ST STE 711 | SAN FRANCISCO | CA | 94104 | VP/DIR. | 1.00 | $0 | $0 | $0 |
| EUGENE L VALLA | ||||||||
| 369 PINE STE STE 711 | SAN FRANCISCO | CA | 94104 | CFO/DIR. | 1.00 | $0 | $0 | $0 |
| GARY WOOD | ||||||||
| 369 PINE ST STE 711 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANA LURIE | ||||||||
| 369 PINE ST ST 711 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM M HARRIS | ||||||||
| 369 PINE ST STE 711 | SAN FRANCISCO | CA | 94104 | ASST. SEC. | 3.00 | $5,100 | $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 | $8,638,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $616,802 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,263,984 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,263,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,960 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,125,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $456,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $456,251 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,794 | TotalTaxAmt |
| Distributable Before Adj | $452,457 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $452,457 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $452,457 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $575,819 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $575,819 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $575,819 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $452,457 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,327,990 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,032,132 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $917,300 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $786,325 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $181,113 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,244,860 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $575,819 | QualifyingDistributionsAmt |
| Applied To Current Year | $452,457 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $123,362 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,368,222 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,327,990 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,040,232 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,032,132 | ExcessFromYear4Amt |
| Excess From Year3 | $917,300 | ExcessFromYear3Amt |
| Excess From Year2 | $786,325 | ExcessFromYear2Amt |
| Excess From Year1 | $181,113 | ExcessFromYear1Amt |
| Excess From Current Year | $123,362 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| AIM HIGH | |||||||||
| AIM HIGH | 2030 HARRISON ST | 2030 HARRISON ST | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $30,000 |
| 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 | $7,000 |
| 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 | $3,500 |
| BOYS HOPE GIRLS HOPE | |||||||||
| BOYS HOPE GIRLS HOPE | 12120 BRIDGETON SQUARE DR | 12120 BRIDGETON SQUARE DR | BRIDGETON | MO | 63044 | NONE | 501(C)(3) | CHARITY | $25,000 |
| CHICAGO PUBLIC RADIO | |||||||||
| CHICAGO PUBLIC RADIO | 848 E GRAND AVE | 848 E GRAND AVE | CHICAGO | IL | 60611 | NONE | 501(C)(3) | CHARITY | $2,500 |
| COMMUNITY MUSIC CENTER | |||||||||
| COMMUNITY MUSIC CENTER | 544 CAPP ST | 544 CAPP ST | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $1,000 |
| DE MARILLAC ACADEMY | |||||||||
| DE MARILLAC ACADEMY | 175 GOLDEN GATE AVE | 175 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $32,500 |
| DRAWBRIDGE | |||||||||
| DRAWBRIDGE | POBOX 2698 | PO BOX 2698 | SAN RAFAEL | CA | 94912 | NONE | 501(C)(3) | CHARITY | $1,000 |
| 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 | $2,500 |
| 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 |
| FOOTHILLS CARING CORPS | |||||||||
| FOOTHILLS CARING CORPS | 7275 EASY ST | 7275 EASY ST | CAREFREE | AZ | 85377 | NONE | 501(C)(3) | CHARITY | $2,500 |
| FUTURES WITHOUT VIOLENCE | |||||||||
| FUTURES WITHOUT VIOLENCE | 100 MONTGOMERY ST | 100 MONTGOMERY ST | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | CHARITY | $20,000 |
| GEORGIAN COURT COLLEGE | |||||||||
| GEORGIAN COURT COLLEGE | 900 LAKEWOOD AVE | 900 LAKEWOOD AVE | LAKEWOOD TOWNSHIP | NJ | 08701 | NONE | 501(C)(3) | CHARITY | $5,000 |
| GIRLVENTURES | |||||||||
| GIRLVENTURES | 3543 18TH ST 18 | 3543 18TH ST 18 | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $2,500 |
| GLIDE MEMORIAL METHODIST CHURCH | |||||||||
| GLIDE MEMORIAL METHODIST CHURCH | 330 ELLIS ST | 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $1,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||||
| GREATER CHICAGO FOOD DEPOSITORY | 4100 W ANN LURIE PL | 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | 501(C)(3) | CHARITY | $5,000 |
| HUCKLEBERRY YOUTH PROGRAMS | |||||||||
| HUCKLEBERRY YOUTH PROGRAMS | 44 GOUGH ST | 44 GOUGH ST | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $2,500 |
| HOME AWAY FROM HOMELESSNESS | |||||||||
| HOME AWAY FROM HOMELESSNESS | FORT MASON | FORT MASON | SAN FRANCISCO | CA | 94123 | NONE | 501(C)(3) | CHARITY | $51,000 |
| HOMELESS YOUTH ALLIANCE | |||||||||
| HOMELESS YOUTH ALLIANCE | 1696 HAIGHT ST | 1696 HAIGHT ST | SAN FRANCISCO | CA | 94117 | NONE | 501(C)(3) | CHARITY | $25,000 |
| KIPP BAY AREA | |||||||||
| KIPP BAY AREA | 1404 FRANKLIN STSTE 208 | 1404 FRANKLIN STSTE208 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | CHARITY | $25,000 |
| LARKIN STREET YOUTH CENTER | |||||||||
| LARKIN STREET YOUTH CENTER | 701 SUTTER ST FL 2 | 701 SUTTER ST FL2 | SAN FRANCISCO | CA | 94109 | NONE | 501(C)(3) | CHARITY | $25,000 |
| MONTESSORI CHILDREN'S HOUSE | |||||||||
| MONTESSORI CHILDREN'S HOUSE | 1901 WASHINGTON BLVD | 1901 WASHINGTON BLVD | FREMONT | CA | 94539 | NONE | 501(C)(3) | CHARITY | $1,000 |
| MARWEN | |||||||||
| MARWEN | 833 N ORLEANS ST | 833 N ORLEANS ST | CHICAGO | IL | 60610 | NONE | 501(C)(3) | CHARITY | $10,000 |
| NEW DOOR VENTURES | |||||||||
| NEW DOOR VENTURES | 3221 20TH ST | 3221 20TH ST | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $25,000 |
| NORTHWESTERN UNIVERSITY SCHOOL OF L | |||||||||
| NORTHWESTERN UNIVERSITY SCHOOL OF LAW | 1999 CAMPUS DRIVE | 1999 CAMPUS DRIVE | EVANSTON | IL | 60201 | NONE | 501(C)(3) | CHARITY | $2,000 |
| OASIS FOR GIRLS | |||||||||
| OASIS FOR GIRLS | 1129 FOLSOM ST | 1129 FOLSOM ST | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $21,000 |
| PLANNED PARENTHOOD SF | |||||||||
| PLANNED PARENTHOOD SF | 1650 VALENCIA ST | 1650 VALENCIA ST | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $27,000 |
| PLUMAS CHARTER SCHOOL | |||||||||
| PLUMAS CHARTER SCHOOL | 175 N MILL CREEK RD | 175 N MILL CREEK RD | QUINCY | CA | 95971 | NONE | 501(C)(3) | CHARITY | $5,000 |
| PROJECT AVARY | |||||||||
| PROJECT AVARY | 385 BEL MARIN KEYS BLVD | 385 BEL MARIN KEYS BLVD | NOVATO | CA | 94949 | NONE | 501(C)(3) | CHARITY | $5,000 |
| SACRED HEART CATHEDRAL COLLEGE PREP | |||||||||
| SACRED HEART CATHEDRAL COLLEGE PREP | 1055 ELLIS ST | 1055 ELLIS ST | SAN FRANCISCO | CA | 94109 | NONE | 501(C)(3) | CHARITY | $5,000 |
| SF EDUCATION FUND | |||||||||
| SF EDUCATION FUND | 2730 BRYANT ST 2ND FL | 2730 BRYANT ST 2ND FL | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $20,000 |
| SF COURT APPOINTED SPECIAL ADVOCATE | |||||||||
| SF COURT APPOINTED SPECIAL ADVOCATES | 100 BUSH ST STE 650 | 100 BUSH ST STE 650 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | CHARITY | $25,000 |
| SPARK | |||||||||
| SPARK | 438 CAMINO DEL RIO SOUTH | 438 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | NONE | 501(C)(3) | CHARITY | $25,000 |
| SF FRIENDS SCHOOL | |||||||||
| SF FRIENDS SCHOOL | 250 VALENCIA ST | 250 VALENCIA ST | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $1,000 |
| SAN FRANCISCO PARKS ALLIANCE | |||||||||
| SAN FRANCISCO PARKS ALLIANCE | 451 HAYES ST | 451 HAYES ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $2,500 |
| SAN FRANCISCO GIRLS CHORUS | |||||||||
| SAN FRANCISCO GILRS CHORUS | 44 PAGE ST STE 200 | 44 PAGE ST STE 200 | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $1,000 |
| SAN JOSE STATE UNIVERSITY | |||||||||
| SAN JOSE STATE UNIVERSITY | 1 WASHINGTON SQUARE | 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | 501(C)(3) | CHARITY | $5,000 |
| SF FOOD BANK | |||||||||
| SF FOOD BANK | 900 PENNSYLVANIA AVE | 900 PENNSYLVANIA AV | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | CHARITY | $3,500 |
| SF SUICIDE PREV INC | |||||||||
| SF SUICIDE PREVENTION INC | PO BOX 191350 | PO BOX 191350 | SAN FRANCISCO | CA | 94119 | NONE | 501(C)(3) | CHARITY | $1,000 |
| SF HERITAGEHASS LILIENTHAL HOUSE C | |||||||||
| SF HERITAGE/HASS LILIENTHAL HOUSE CAMP | 2007 FRANKLIN ST | 2007 FRANKLIN ST | SAN FRANCISCO | CA | 94109 | NONE | 501(C)(3) | CHARITY | $1,000 |
| ST IGNATIUS COLLEGE PREP | |||||||||
| ST IGNATIUS COLLEGE PREP | 1076 W ROOSEVELT RD | 1076 W ROOSEVELT RD | CHICAGO | IL | 60607 | NONE | 501(C)(3) | CHARITY | $7,500 |
| THE FAMILY SCHOOL | |||||||||
| THE FAMILY SCHOOL | 3101 MISSION ST STE 101 | 3101 MISSION ST STE 101 | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $2,500 |
| YTEC | |||||||||
| YTEC | 4414 N 19TH AVE | 4414 N 19TH AVE | PHOENIX | AZ | 85015 | NONE | 501(C)(3) | CHARITY | $2,500 |
| UCSF | |||||||||
| UCSF | 500 PARNASSUS AVE | 500 PARNASSUS AVE | SAN FRANCISCO | CA | 94143 | NONE | 501(C)(3) | CHARITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $504,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,673 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,961 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (18 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| FEDERAL & STATE TAX REFUNDS | 1 | |||
| AQR DELTA FUND II K-1 | 14 | -$5 | ||
| AQR DELTA FUND II K-1 | 14 | $14,094 | ||
| AQR DELTA FUND II K-1 | 14 | $28,861 | ||
| AQR DELTA FUND II K-1 | 18 | -$30,931 | ||
| AQR DELTA FUND II K-1 | 18 | $60,211 | ||
| AQR DELTA FUND II K-1 | 14 | -$31,559 | ||
| AQR DELTA FUND II K-1 | 14 | $5,976 | ||
| AQR DELTA FUND II K-1 | 14 | -$34,353 | ||
| AQR DELTA FUND II K-1 | 14 | -$9,836 | ||
| AQR DELTA FUND II K-1 | 14 | -$2,148 | ||
| OTHER INCOME | 14 | |||
| S-CORP (LURIE) | 16 | 531120 | -$13,242 | |
| S-CORP (LURIE) - 1231 | 18 | 531120 | $8,271 | |
| S-CORP (LURIE) INTEREST | 14 | 531120 | $5 | |
| S-CORP (LURIE) LT LOSS | 18 | 531120 | -$3,109 | |
| S-CORP (LURIE) - OTHER INCO | 14 | 531120 | $3,344 | |
| SUSPENDED LOSSES (S-CORP K- | 16 | $4,731 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,731 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $207,675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,944 | 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 | $5,955 | Amt |
| Disbursements Charitable Prps | $5,955 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (6 entries)
| ROBERT A LURIE |
| H MICHAEL KURZMAN |
| EUGENE L VALLA |
| GARY WOOD |
| DANA LURIE |
| WILLIAM M HARRIS |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,485,590 | EOYBookValueAmt |
| EOYFMV | $2,452,530 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRATED SECURITIES | StockNm |
| EOY Book Value | $4,348,176 | EOYBookValueAmt |
| EOYFMV | $6,455,496 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|
| THE LURIE COMPANY - S-CORP SHARES | AT COST | $9,000 | |
| AQR CAPITAL MANAGEMENT II, LLC | AT COST | $982,673 | $922,720 |
| ARTISAN FUND | AT COST | $1,152,499 | $735,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR BASIS ADJUSTMENTS | Description |
| Amount | $48,642 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $502 | $502 | |
| TRAVEL | $4,648 | $4,648 | |
| FILING FEES | $75 | $75 | |
| MISC. OTHER EXPENSES | $231 | $231 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AQR DELTA FUND II K-1 | -$5 | -$5 |
| AQR DELTA FUND II K-1 | $14,094 | $14,094 |
| AQR DELTA FUND II K-1 | $28,861 | $28,861 |
| AQR DELTA FUND II K-1 | -$30,931 | -$30,931 |
| AQR DELTA FUND II K-1 | $60,211 | $60,211 |
| AQR DELTA FUND II K-1 | -$31,559 | -$31,559 |
| AQR DELTA FUND II K-1 | $5,976 | $5,976 |
| AQR DELTA FUND II K-1 | -$34,353 | -$34,353 |
| AQR DELTA FUND II K-1 | -$9,836 | -$9,836 |
| AQR DELTA FUND II K-1 | -$2,148 | -$2,148 |
| S-CORP (LURIE) | -$13,242 | |
| S-CORP (LURIE) - 1231 | $8,271 | |
| S-CORP (LURIE) INTEREST | $5 | |
| S-CORP (LURIE) LT LOSS | -$3,109 | |
| S-CORP (LURIE) - OTHER INCOME | $3,344 | |
| SUSPENDED LOSSES (S-CORP K-1) | $4,731 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $12,736 | $12,736 | |
| ADMINISTRATIVE FEES | $60,910 | $60,910 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $2,243 | Amt |
Comments