LOUIS R LURIE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS R LURIE FOUNDATION (EIN 94-6065488)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201343199349102489
- Schema version
- 2012v2.3
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T20:13:33-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIAWARA & ASSOCIATES CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946065488 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS R LURIE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOUI | NameControl |
| Phone | 4153998512 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM M HARRIS | Name |
| Title | ASS. SEC. | Title |
| Phone | 4153998512 | Phone |
| Date Signed | 2013-10-20 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARIFA DIAWARA | Name |
| Phone | 6505211620 | Phone |
| Date Prepared | 2013-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9788919 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 178491 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 178491 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 144363 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 666666 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 144363 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 310105 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 116208 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 632959 | TotalRevenueAndExpenses |
| Total Net Investment Income | 439062 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 8870 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 8870 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 34250 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14500 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 19750 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 113010 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 2433 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 538 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1895 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 158563 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15038 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 30515 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 482500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 482500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 641063 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15038 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 513015 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -8104 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 424024 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1255116 | CashBOY |
| Cash EOY | 195507 | CashEOY |
| Cash EOYFMV | 195507 | CashEOYFMV |
| Investments Corp Stock BOY | 5171537 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4718324 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5257465 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1198776 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2384437 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2497554 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1438353 | InvestmentsOtherBOY |
| Investments Other EOY | 1757410 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1838393 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 9063782 | TotalAssetsBOY |
| Total Assets EOY | 9055678 | TotalAssetsEOY |
| Total Assets EOYFMV | 9788919 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 9063782 | UnrestrictedBOY |
| Unrestricted EOY | 9055678 | UnrestrictedEOY |
| Total Net Assets BOY | 9063782 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9055678 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9063782 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9055678 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9063782 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -8104 | ExcessOfRevenueOverExpenses |
| Subtotal | 9055678 | Subtotal |
| Total Net Assets Fund Balances EOY | 9055678 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| WEST COAST TRUST | P | 2010-01-01 | 2001-12-31 | 577654 | 522303 | 55351 | 55351 |
| ALL OTHER SECURITIES | P | 2012-01-01 | 2012-12-31 | 89012 | 89012 | 89012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 144363 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 144363 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 786325 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9036850 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.087013 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1339243 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8523783 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.157118 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3450785 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8055069 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.428399 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2991792 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 13438084 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.222635 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2581349 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 18488590 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.139618 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.034783 | TotalDistributionRatio |
| Average Distribution Ratio | 0.206957 | AverageDistributionRatio |
| Net Noncharitable Assets | 8507641 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1760716 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4240 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1764956 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 513015 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 8480 | InvestmentIncomeExciseTax |
| Subtotal | 8480 | Subtotal |
| Tax Based On Investment Income | 8480 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13081 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 13081 | TotalCreditsAndPayments |
| Overpayment | 4601 | Overpayment |
| Amount Credited To Next Year | 4601 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | WILLIAM M HARRIS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4153998512 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 |
| JAMES L HUNT | ||||||||
| 369 PINE ST STE 711 | SAN FRANCISCO | CA | 94104 | SEC/DIR. | 1.00 | 0 | 0 | 0 |
| PATRICIA R LURIE | ||||||||
| 369 PINE ST STE 711 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 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. | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8259003 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 369196 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 9000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8637199 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 8637199 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 129558 | CashDeemedCharitable |
| Net Noncharitable Assets | 8507641 | NetNoncharitableAssets |
| Minimum Investment Return | 425382 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 425382 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8480 | TaxBasedOnInvestmentIncome |
| Income Tax For This Year | 85000 | IncomeTaxForThisYear |
| Total Tax | 93480 | TotalTax |
| Distributable Amount Before Adj | 331902 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 331902 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 331902 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 513015 | ExpensesAndContributions |
| Qualifying Distributions | 513015 | QualifyingDistributions |
| Adj Qualifying Distributions | 513015 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 331902 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 1714085 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2327990 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3032132 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 917300 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 786325 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 8777832 | TotalExcessDistriCarryover |
| Qualifying Distributions | 513015 | QualifyingDistributions |
| Applied To Current Year | 331902 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 181113 | RemainingDistriFromCorpus |
| Total Corpus | 8958945 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1714085 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7244860 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2327990 | ExcessFromYear4 |
| Excess From Year3 | 3032132 | ExcessFromYear3 |
| Excess From Year2 | 917300 | ExcessFromYear2 |
| Excess From Year1 | 786325 | ExcessFromYear1 |
| Excess From Current Year | 181113 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (50 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|---|
| 826 NATIONAL | |||||||||
| 826 NATIONAL | 44 GOUGH STREET STE 206 | 44 GOUGH STREE STE 206 | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $1,000 |
| AMERICAN RED CROSS | |||||||||
| AMERICAN RED CROSS | 33641 MISSION BLVD | 33641 MISSION BLVD | UNION CITY | CA | 94587 | NONE | 501(C)(3) | CHARITY | $2,000 |
| ASPEN PUBLIC RADIO | |||||||||
| ASPEN PUBLIC RADIO | 110 EAST HALLAM ST STE | 110 EAST HALLAM ST STE | ASPEN | CO | 81611 | NONE | 501(C)(3) | CHARITY | $1,000 |
| 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 | $6,250 |
| 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 | $1,000 |
| BREAD AND ROSES | |||||||||
| BREAD AND ROSES | 233 TAMALPAIS DR | 233 TAMALPAIS DR | CORTE MADERA | CA | 94925 | NONE | 501(C)(3) | CHARITY | $2,500 |
| CAIR COALITION | |||||||||
| CAIR COALITION | 1612 K ST NW | 1612 K ST NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | CHARITY | $500 |
| CHICAGO PUBLIC RADIO | |||||||||
| CHICAGO PUBLIC RADIO | 848 E GRAND AVE | 848 E GRAND AVE | CHICAGO | IL | 60611 | NONE | 501(C)(3) | CHARITY | $500 |
| CHRONICLE SEASON OF SHARING | |||||||||
| CHRONICLE SEASON OF SHARING | PO BOX 44740 | PO BOX 44740 | SAN FRANCISCO | CA | 94144 | NONE | 501(C)(3) | CHARITY | $1,000 |
| COMMUNITY HOUSING PARNTERSHIP | |||||||||
| COMMUNITY HOUSING PARNTERSHIP | 20 JONES ST STE 200 | 20 JONES ST STE 200 | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $2,000 |
| COMMUNITY MUSIC CENTER | |||||||||
| COMMUNITY MUSIC CENTER | 544 CAPP ST | 544 CAPP ST | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $64,000 |
| CPMC AUTISM SPECTRUM PROGRAM | |||||||||
| CPMC AUTISM SPECTRUM PROGRAM | 2015 STEINER ST | 2015 STEINER ST | SAN FRANCISCO | CA | 94115 | NONE | 501(C)(3) | CHARITY | $1,000 |
| CURE PSP | |||||||||
| CURE PSP | 30 E PADONIA RD | 30 E PADONIA RD | TIMONIUM | MD | 21093 | NONE | 501(C)(3) | CHARITY | $500 |
| DE MARILLAC ACADEMY | |||||||||
| DE MARILLAC ACADEMY | 175 GOLDEN GATE AVE | 175 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $29,000 |
| DELANCEY ST FOUNDATION | |||||||||
| DELANCEY ST FOUNDATION | 600 EMBARCADERO ST | 600 EMBARCADERO ST | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | CHARITY | $1,000 |
| DRAWBRIDGE | |||||||||
| DRAWBRIDGE | POBOX 2698 | PO BOX 2698 | SAN RAFAEL | CA | 94912 | NONE | 501(C)(3) | CHARITY | $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 | $3,000 |
| 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 |
| FOOTHILL FOOD BANK | |||||||||
| FOOTHILL FOOD BANK | 6038 E HIDDEN VALLEY DR | 6038 E HIDDEN VALLEY DR | CAVE CREEK | AZ | 85331 | NONE | 501(C)(3) | CHARITY | $1,000 |
| FOOTHILLS CARING CORPS | |||||||||
| FOOTHILLS CARING CORPS | 7275 EASY ST | 7275 EASY ST | CAREFREE | AZ | 85377 | NONE | 501(C)(3) | CHARITY | $1,000 |
| FRIENDS & FND OF SF PL | |||||||||
| FIRENDS & FND OF SAN FRANCISCO PUBLIC LIBRARY | 391 GROVE ST | 391 GROVE ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $51,000 |
| FTEA | |||||||||
| FTEA | 28W051 LIBERTY ST | 28W051 LIBERTY ST | WINFIELD | IL | 60190 | NONE | 501(C)(3) | CHARITY | $500 |
| FUTURES WITHOUT VIOLENCE | |||||||||
| FUTURES WITHOUT VIOLENCE | 100 MONTGOMERY ST | 100 MONTGOMERY ST | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | CHARITY | $1,400 |
| GIRLVENTURES | |||||||||
| GIRLVENTURES | 3543 18TH ST 18 | 3543 18TH ST 18 | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $10,000 |
| HANNA BOYS CENTER | |||||||||
| HANNA BOYS CENTER | 17000 ARNOLD DR | 17000 ARNOLD DR | SONOMA | CA | 95476 | NONE | 501(C)(3) | CHARITY | $650 |
| HUCKLEBERRY YOUTH PROGRAMS | |||||||||
| HUCKLEBERRY YOUTH PROGRAMS | 44 GOUGH ST | 44 GOUGH ST | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $1,000 |
| INTERSECTION FOR THE ARTS | |||||||||
| INTERSECTION FOR THE ARTS | 925 MISSION ST 109 | 925 MISSION ST 109 | SAN FRANCISCO | CA | 94112 | NONE | 501(C)(3) | CHARITY | $2,500 |
| JEWISH COMM FED OF SF | |||||||||
| JEWISH COMM FED OF SF MARIN PENINSULA & SONOMA | 121 STEUART ST | 121 STEUART ST | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) | CHARITY | $75,000 |
| LAMBS FARM | |||||||||
| LAMBS FARM | 14245 W ROCKLAND RD | 14245 W ROCKLAND RD | LIBERTYVILLE | IL | 60048 | 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 | $2,400 |
| MISERICORDIA HEART OF MERCY | |||||||||
| MISERICORDIA HEART OF MERCY | 6300 N RIDGE AVE | 6300 N RIDGE AVE | CHICAGO | IL | 60660 | NONE | 501(C)(3) | CHARITY | $500 |
| MY NEW RED SHOES | |||||||||
| MY NEW RED SHOES | 330 TWIN DOLPHIN DR | 330 TWIN DOLPHIN DR | REDWOOD CITY | CA | 94065 | NONE | 501(C)(3) | CHARITY | $500 |
| NORTHWESTERN UNIVERSITY SCHOOL OF L | |||||||||
| NORTHWESTERN UNIVERSITY SCHOOL OF LAW | 1999 CAMPUS DRIVE | 1999 CAMPUS DRIVE | EVANSTON | IL | 60201 | NONE | 501(C)(3) | CHARITY | $1,000 |
| OAK PARK RIVER FOREST COMM FND | |||||||||
| OAK PARK RIVER FOREST COMM FND | 1049 LAKE ST STE 204 | 1049 LAKE ST STE 204 | OAK PARK | IL | 60301 | 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 | $900 |
| PLAYWORKS | |||||||||
| PLAYWORKS | 477 VALLEY WAY | 477 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | CHARITY | $15,000 |
| PROJECT AVARY | |||||||||
| PROJECT AVARY | 385 BEL MARIN KEYS BLVD | 385 BEL MARIN KEYS BLVD | NOVATO | CA | 94949 | NONE | 501(C)(3) | CHARITY | $2,000 |
| PROJECT OPEN HAND | |||||||||
| PROJECT OPEN HAND | 730 POLK ST | 730 POLK ST | SAN FRANCISCO | CA | 94109 | NONE | 501(C)(3) | CHARITY | $1,000 |
| RAPE TREATMENT CENTER | |||||||||
| RAPE TREATMENT CENTER | 1250 16TH ST | 1250 16TH ST | SANTA MONICA | CA | 90404 | NONE | 501(C)(3) | CHARITY | $1,000 |
| ROCHELLE LEE FUND | |||||||||
| ROCHELLE LEE FUND | 5153 NORTH CLARK ST | 5153 NORTH CLARK ST STE | CHICAGO | IL | 60640 | NONE | 501(C)(3) | CHARITY | $75,000 |
| SAGE PROJECT INC | |||||||||
| SAGE PROJECT INC | 1275 MISSION ST | 1275 MISSION ST | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $1,000 |
| SALVATION ARMY BAYVIEW | |||||||||
| SALVATION ARMY BAYVIEW | 4622 3RD ST | 4622 3RD ST | SAN FRANCISCO | CA | 94124 | NONE | 501(C)(3) | CHARITY | $1,400 |
| SAN FRANCISCO PARKS ALLIANCE | |||||||||
| SAN FRANCISCO PARKS ALLIANCE | 451 HAYES ST | 451 HAYES ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $1,500 |
| SF CHILD ABUSE PREVENTION | |||||||||
| SF CHILD ABUSE PREVENTION | 1757 WALLER ST | 1757 WALLER ST | SAN FRANCISCO | CA | 94117 | NONE | 501(C)(3) | CHARITY | $50,000 |
| SF FOOD BANK | |||||||||
| SF FOOD BANK | 900 PENNSYLVANIA AVE | 900 PENNSYLVANIA AV | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | CHARITY | $500 |
| SF SUICIDE PREV INC | |||||||||
| SF SUICIDE PREVENTION INC | PO BOX 191350 | PO BOX 191350 | SAN FRANCISCO | CA | 94119 | NONE | 501(C)(3) | CHARITY | $3,000 |
| SHOE BOX MINISTRY | |||||||||
| SHOE BOX MINISTRY | 7902 E WOOD DR | 7902 E WOOD DR | SCOTTSDALE | AZ | 85260 | 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 | $1,500 |
| TENDERLOIN NEIGHBORHOOD DEVELOPMENT | |||||||||
| TENDERLOIN NEIGHBORHOOD DEVELOPMENT | 201 EDDY ST | 201 EDDY ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $1,000 |
| TIDES CENTER | |||||||||
| TIDES CENTER | 1014 TORNEY AVE | 1014 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | CHARITY | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 482500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $178,491 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 144363 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed (19 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|---|---|
| FEDERAL & STATE TAX REFUNDS | 1 | $39,468 | ||
| AQR DELTA FUND II K-1 | 14 | $22,792 | ||
| AQR DELTA FUND II K-1 | 14 | $30,996 | ||
| AQR DELTA FUND II K-1 | 18 | $11,990 | ||
| AQR DELTA FUND II K-1 | 18 | $12,027 | ||
| AQR DELTA FUND II K-1 | 14 | $23,810 | ||
| AQR DELTA FUND II K-1 | 14 | $10,425 | ||
| AQR DELTA FUND II K-1 | 14 | -$43,282 | ||
| AQR DELTA FUND II K-1 | 14 | -$10,954 | ||
| AQR DELTA FUND II K-1 | 14 | -$9,091 | ||
| AQR DELTA FUND II K-1 | 14 | -$2,788 | ||
| WEST COAST TRUST | 14 | $152 | ||
| WEST COAST TRUST | 18 | $60,852 | ||
| WEST COAST TRUST | 14 | -$569 | ||
| OTHER INCOME | 14 | $757 | ||
| S-CORP (LURIE) | 14 | 531120 | $5,854 | |
| S-CORP (LURIE) - 1231 | 16 | 531120 | $1,939 | |
| GAIN (DIST. IN EXC. OF BASI | 18 | 531120 | $145,527 | |
| OTHER CAPITAL GAIN (LOSS) | 18 | 531120 | $10,200 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $163,520 | UnrelatedBusinessIncomeAmount |
| Exclusion | $325,076 | ExclusionAmount |
| Related Or Exempt Function Income | 144363 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 632959 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $8,870 | Amount |
| Disbursements Charitable Prps | 8870 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (8 entries)
| ROBERT A LURIE |
| H MICHAEL KURZMAN |
| EUGENE L VALLA |
| JAMES L HUNT |
| PATRICIA R LURIE |
| GARY WOOD |
| DANA LURIE |
| WILLIAM M HARRIS |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 2384437 | EOYBookValue |
| EOYFMV | 2497554 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | PUBLICLY TRATED SECURITIES | NameOfStock |
| EOY Book Value | 4718324 | EOYBookValue |
| EOYFMV | 5257465 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | EOYFMVEOYFMV | Book ValueBookValue |
|---|---|---|---|
| THE LURIE COMPANY - S-CORP SHARES | AT COST | 9000 | |
| AQR CAPITAL MANAGEMENT II, LLC | AT COST | 1022410 | 1022410 |
| WEST COAST TRUST | AT COST | ||
| ARTISAN FUND | AT COST | 806983 | 735000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | 538 | 538 | |
| TRAVEL | 1616 | 1616 | |
| FILING FEES | 170 | 170 | |
| MISC. OTHER EXPENSES | 109 | 109 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (19 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL & STATE TAX REFUNDS | 39468 | |
| AQR DELTA FUND II K-1 | 22792 | 22792 |
| AQR DELTA FUND II K-1 | 30996 | 30996 |
| AQR DELTA FUND II K-1 | 11990 | 11990 |
| AQR DELTA FUND II K-1 | 12027 | 12027 |
| AQR DELTA FUND II K-1 | 23810 | 23810 |
| AQR DELTA FUND II K-1 | 10425 | 10425 |
| AQR DELTA FUND II K-1 | -43282 | -43282 |
| AQR DELTA FUND II K-1 | -10954 | -10954 |
| AQR DELTA FUND II K-1 | -9091 | |
| AQR DELTA FUND II K-1 | -2788 | -2788 |
| WEST COAST TRUST | 152 | 152 |
| WEST COAST TRUST | 60852 | 60852 |
| WEST COAST TRUST | -569 | -569 |
| OTHER INCOME | 757 | 757 |
| S-CORP (LURIE) | 5854 | |
| S-CORP (LURIE) - 1231 | 1939 | |
| GAIN (DIST. IN EXC. OF BASIS) | 145527 | |
| OTHER CAPITAL GAIN (LOSS) | 10200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $14,500 | 14500 | |
| ADMINISTRATIVE FEES | $19,750 | 19750 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $113,010 | Amount |
Comments