LOUIS R LURIE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS R LURIE FOUNDATION (EIN 94-6065488)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349101193
- Schema version
- 2011v1.2
- 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 Land Schedule2
- 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 | 2012-11-15T12:54:59-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 1 EMBARCADERO CENTER | AddressLine1 |
| Address Line2 | ROOM/SUITE 4150 | AddressLine2 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM M HARRIS | Name |
| Title | ASS. SEC. | Title |
| Phone | 4153998512 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARIFA DIAWARA | Name |
| Phone | 6505211620 | Phone |
| Date Prepared | 2012-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9002741 | 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 |
| Interest On Savings Rev And Expnss | 464 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 464 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 175674 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 175674 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 25741 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 25741 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 25741 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 883047 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4322537 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 883047 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 628112 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1161 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1713038 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1086087 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 34179 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 17090 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 17089 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 34834 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 19520 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 15314 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 102 | InterestRevAndExpnss |
| Interest Net Invst Incm | 102 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 761001 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 9280 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3418 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 5822 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 839396 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 40130 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 38225 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 748100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 748100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1587496 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 40130 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 786325 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 125542 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1045957 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3715815 | CashBOY |
| Cash EOY | 1255116 | CashEOY |
| Cash EOYFMV | 1255116 | CashEOYFMV |
| Investments Corp Stock BOY | 3371107 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5171537 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4932763 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1443807 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1198776 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1198259 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc BOY | 60060 | InvestmentsLandEtcBOY |
| Investments Other BOY | 347451 | InvestmentsOtherBOY |
| Investments Other EOY | 1438353 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1616603 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 8938240 | TotalAssetsBOY |
| Total Assets EOY | 9063782 | TotalAssetsEOY |
| Total Assets EOYFMV | 9002741 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 8938240 | UnrestrictedBOY |
| Unrestricted EOY | 9063782 | UnrestrictedEOY |
| Total Net Assets BOY | 8938240 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9063782 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8938240 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9063782 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8938240 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 125542 | ExcessOfRevenueOverExpenses |
| Subtotal | 9063782 | Subtotal |
| Total Net Assets Fund Balances EOY | 9063782 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 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 |
|---|---|---|---|---|---|---|---|
| VARIOUS PUBLICLY TRATED SECURITIES | P | 2007-07-31 | 2011-07-22 | 3250000 | 3089622 | 160378 | 160378 |
| COMMERCIAL RENTAL | P | 1998-12-31 | 2011-10-21 | 812880 | 64856 | 748024 | 748024 |
| HUDSON VALLEY HOLDING | P | 2011-12-05 | 2011-12-09 | 2 | 3 | -1 | -1 |
| COMMON TRUST FUND SC | P | 2011-02-28 | 2011-11-30 | 178417 | 145638 | 32779 | 32779 |
| COMMON TRUST FUND SC | P | 2005-03-31 | 2011-05-31 | 81238 | 139371 | -58133 | -58133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 883047 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 32778 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1339243 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8523783 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.157118 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3450785 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8055069 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.428399 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2991792 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 13438084 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.222635 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2581349 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 18488590 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.139618 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2105913 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 18996892 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.110856 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.058626 | TotalDistributionRatio |
| Average Distribution Ratio | 0.211725 | AverageDistributionRatio |
| Net Noncharitable Assets | 9036850 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1913327 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10460 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1923787 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 786325 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 20919 | InvestmentIncomeExciseTax |
| Subtotal | 20919 | Subtotal |
| Tax Based On Investment Income | 20919 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 20000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 14000 | TaxPaidWithExtension |
| Total Credits And Payments | 34000 | TotalCreditsAndPayments |
| Overpayment | 13081 | Overpayment |
| Amount Credited To Next Year | 13081 | 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 | 1 EMBARCADERO CENTER SUITE 4150 | AddressLine1 |
| Address Line2 | 1 EMBARCADERO CENTER SUITE 4150 | AddressLine2 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
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 | ||||||||
| 1 EMBARCADERO CENTER SUITE 4150 | SAN FRANCISCO | CA | 94111 | PRES/TREAS/D | 1.00 | 0 | 0 | 0 |
| H MICHAEL KURZMAN | ||||||||
| 1 EMBARCADERO CENTER SUITE 4150 | SAN FRANCISCO | CA | 94111 | VP/DIR. | 1.00 | 0 | 0 | 0 |
| EUGENE L VALLA | ||||||||
| 1 EMBARCADERO CENTER SUITE 4150 | SAN FRANCISCO | CA | 94111 | CFO/DIR. | 1.00 | 0 | 0 | 0 |
| JAMES L HUNT | ||||||||
| 1 EMBARCADERO CENTER SUITE 4150 | SAN FRANCISCO | CA | 94111 | SEC/DIR. | 1.00 | 0 | 0 | 0 |
| PATRICIA R LURIE | ||||||||
| 1 EMBARCADERO CENTER SUITE 4150 | SAN FRANCISCO | CA | 94111 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| GARY WOOD | ||||||||
| 1 EMBARCADERO CENTER SUITE 4150 | SAN FRANCISCO | CA | 94111 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DANA LURIE | ||||||||
| 1 EMBARCADERO CENTER SUITE 4150 | SAN FRANCISCO | CA | 94111 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| WILLIAM M HARRIS | ||||||||
| 1 EMBARCADERO CENTER SUITE 4150 | SAN FRANCISCO | CA | 94111 | 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 | 5236452 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2265415 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1672600 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9174467 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 9174467 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 137617 | CashDeemedCharitable |
| Net Noncharitable Assets | 9036850 | NetNoncharitableAssets |
| Minimum Investment Return | 451843 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 451843 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 20919 | TaxBasedOnInvestmentIncome |
| Income Tax For This Year | 434963 | IncomeTaxForThisYear |
| Total Tax | 455882 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 786325 | ExpensesAndContributions |
| Qualifying Distributions | 786325 | QualifyingDistributions |
| Adj Qualifying Distributions | 786325 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 2105913 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1714085 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 2327990 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3032132 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 917300 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 10097420 | TotalExcessDistriCarryover |
| Qualifying Distributions | 786325 | QualifyingDistributions |
| Remaining Distri From Corpus | 786325 | RemainingDistriFromCorpus |
| Total Corpus | 10883745 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 2105913 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 8777832 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1714085 | ExcessFromYear4 |
| Excess From Year3 | 2327990 | ExcessFromYear3 |
| Excess From Year2 | 3032132 | ExcessFromYear2 |
| Excess From Year1 | 917300 | ExcessFromYear1 |
| Excess From Current Year | 786325 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (51 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 VALENCIA | |||||||||
| 826 VALENCIA | 826 VALENCIA ST | 826 VALENCIA ST | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $500 |
| 826CHI INC NFP | |||||||||
| 826CHI INC NFP | 1331 N MILWAUKEE | 1331 N MILWAUKEE | CHICAGO | IL | 60622 | NONE | 501(C)(3) | CHARITY | $1,000 |
| A LEG UP RESCUE (ALUR) | |||||||||
| A LEG UP RESCUE (ALUR) | 925 LAKEVILLE ST STE 265 | 925 LAKEVILLE ST STE 265 | PETALUMA | CA | 94952 | 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 | $3,500 |
| 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 | $3,100 |
| BOYS AND GIRLS CLUB | |||||||||
| BOYS AND GIRLS CLUB | 201 TURK ST | 201 TURK ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $1,000 |
| CAL PACIFIC MED CENTER | |||||||||
| CAL PACIFIC MED CENTER | 2015 STEINER ST 2ND FL | 2015 STEINER ST 2ND FL | SAN FRANCISCO | CA | 94115 | NONE | 501(C)(3) | CHARITY | $2,500 |
| CHICAGO YOUTH PROG | |||||||||
| CHICAGO YOUTH PROGRAMS INC | 5350 S PRAIRIE AVE | 5350 S PRAIRIE AVE | CHICAGO | IL | 60615 | NONE | 501(C)(3) | CHARITY | $125,000 |
| 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 | $2,500 |
| 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 |
| DE MARILLAC ACADEMY | |||||||||
| DE MARILLAC ACADEMY | 175 GOLDEN GATE AVE | 175 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $27,000 |
| DELANCEY ST FOUNDATION | |||||||||
| DELANCEY ST FOUNDATION | 600 EMBARCADERO ST | 600 EMBARCADERO ST | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | CHARITY | $35,000 |
| 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 |
| FACETS MULTI-MEDIA INC | |||||||||
| FACETS MULTI-MEDIA INC | 1517 WEST FULLERTON AVE | 1517 WEST FULLERTON AVE | CHICAGO | IL | 60614 | NONE | 501(C)(3) | CHARITY | $500 |
| FEEL THE EARTH | |||||||||
| FEEL THE EARTH | PO BOX 460351 | PO BOX 460351 | SAN FRANCISCO | CA | 94146 | 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 | $50,000 |
| FRIENDS OF KJZZ | |||||||||
| FRIENDS OF KJZZ | 2323 W 14TH ST | 2323 W 14TH ST | TEMPE | AZ | 85281 | NONE | 501(C)(3) | CHARITY | $1,000 |
| GIRLVENTURES | |||||||||
| GIRLVENTURES | 3543 18TH ST 18 | 3543 18TH ST 18 | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $1,500 |
| GLIDE MEMORIAL METHODIST CHURCH | |||||||||
| GLIDE MEMORIAL METHODIST CHURCH | 330 ELLIS ST | 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $1,500 |
| GREATER CHICAGO FOOD DEP | |||||||||
| GREATER CHICAGO FOOD DEPOSITORY | 4100 W ANN LURIE PLACE | 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | 501(C)(3) | CHARITY | $2,600 |
| HANNA BOYS CENTER | |||||||||
| HANNA BOYS CENTER | 17000 ARNOLD DR | 17000 ARNOLD DR | SONOMA | CA | 95476 | NONE | 501(C)(3) | CHARITY | $1,000 |
| HOME AWAY FROM HOMELESSNESS | |||||||||
| HOME AWAY FROM HOMELESSNESS | FORT MASON BUILDING 9 | FORT MASON BUILDING 9 | SAN FRANCISCO | CA | 94123 | NONE | 501(C)(3) | CHARITY | $1,500 |
| IMAGINE BUS PROJECT | |||||||||
| IMAGINE BUS PROJECT | 1009 GENERAL KENNEDY AVE | 1009 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | CHARITY | $20,000 |
| 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 |
| LEGAL SERVICES FOR CHILDREN INC | |||||||||
| LEGAL SERVICES FOR CHILDREN INC | 1254 MARKET ST 3 | 1254 MARKET ST 3 | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $25,000 |
| MARINE MAMMAL CENTER | |||||||||
| MARINE MAMMAL CENTER | 2000 BUNKER ROAD | 2000 BUNKER ROAD | SAUSALITO | CA | 94965 | NONE | 501(C)(3) | CHARITY | $1,500 |
| METROPOLITAN CHICAGO BREAST CANCER | |||||||||
| METROPOLITAN CHICAGO BREAST CANCER TASK FORCE | 1645 WEST JACKSON BLVD | 1645 WEST JACKSON BLVD | CHICAGO | IL | 60612 | NONE | 501(C)(3) | CHARITY | $500 |
| NATIVITY MIGUEL NETWORK OF SCHOOLS | |||||||||
| NATIVITY MIGUEL NETWORK OF SCHOOLS | 515 BLUE HILL AVE | 515 BLUE HILL AVE | DORCHESTER | MA | 02121 | NONE | 501(C)(3) | CHARITY | $1,000 |
| NORTHWESTERN UNIVERSITY SCHOOL OF L | |||||||||
| NORTHWESTERN UNIVERSITY SCHOOL OF LAW | 1999 CAMPUS DRIVE | 1999 CAMPUS DRIVE | EVANSTON | IL | 60201 | NONE | 501(C)(3) | CHARITY | $1,000 |
| OASIS FOR GIRLS | |||||||||
| OASIS FOR GIRLS | 1129 FOLSOM ST | 1129 FOLSOM ST | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $500 |
| OUNCE FOR PREVENTION FUND | |||||||||
| OUNCE FOR PREVENTION FUND | 33 W MONROE ST 2400 | 33 W MONROE ST 2400 | CHICAGO | IL | 60603 | NONE | 501(C)(3) | CHARITY | $75,000 |
| PERSPECTIVES CHARTER SCH | |||||||||
| PERSPECTIVES CHARTER SCHOOL | 2663 S WABASH AVE | 2663 S WABASH AVE | CHICAGO | IL | 60653 | NONE | 501(C)(3) | CHARITY | $100,000 |
| POSSE FND - CHICAGO | |||||||||
| POSSE FOUNDATION - CHICAGO BRANCH OFFICE | 111 W JACKSON BLVD | 111 W JACKSON BLVD | CHICAGO | IL | 60604 | NONE | 501(C)(3) | CHARITY | $1,500 |
| RESONATE INC (SPARK) | |||||||||
| RESONATE INC (SPARK) | 251 RHODE ISLAND ST 205 | 251 RHODE ISLAND ST 205 | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $25,000 |
| 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 | $1,000 |
| SF FOOD BANK | |||||||||
| SF FOOD BANK | 900 PENNSYLVANIA AVE | 900 PENNSYLVANIA AV | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | CHARITY | $23,200 |
| SF GENERAL HOSPITAL FOUNDATION | |||||||||
| SF GENERAL HOSPITAL FOUNDATION | 1001 POTRERO AVE | 1001 POTRERO AVE | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITY | $2,500 |
| SF GIRLS CHORUS | |||||||||
| SF GIRLS CHORUS | 44 PAGE ST STE 200 | 44 PAGE ST STE 200 | SAN FRANCISCO | CA | 94102 | 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 | $2,500 |
| ST ANTHONY'S | |||||||||
| ST ANTHONY'S | 101 8TH ST | 101 8TH ST | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $1,000 |
| STRIVE FOR COLLEGE | |||||||||
| STRIVE FOR COLLEGE | 556 VALLEY WAY | 556 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | CHARITY | $2,500 |
| TENDERLOIN ACHIEVE GROUP | |||||||||
| TENDERLOIN ACHIEVE GROUP | 375 LEAVENWORTH ST | 375 LEAVENWORTH ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $2,000 |
| TENDERLOIN NEIGHBORHOOD DEVELOPMENT | |||||||||
| TENDERLOIN NEIGHBORHOOD DEVELOPMENT | 201 EDDY ST | 201 EDDY ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $10,000 |
| THE COLLEGE BOUND FOUNDATION | |||||||||
| THE COLLEGE BOUND FOUNDATION | 417 MONTGOMERY ST FL 10 | 417 MONTGOMERY ST FL 10 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | CHARITY | $1,500 |
| THE RAPE FOUNDATION | |||||||||
| THE RAPE FOUNDATION | 1223 WILSHIRE BLVD 410 | 1223 WILSHIRE BLVD410 | SANTA MONICA | CA | 90403 | NONE | 501(C)(3) | CHARITY | $1,000 |
| UMOJA STUDENT DEV CORP | |||||||||
| UMOJA STUDENT DEVELOPMENT CORPORATION | 2935 W POLK ST | 2935 W POLK ST | CHICAGO | IL | 60612 | NONE | 501(C)(3) | CHARITY | $13,600 |
| WOMEN FOUNDATION OF CALIFORNIA | |||||||||
| WOMEN FOUNDATION OF CALIFORNIA | 340 PINE ST STE 302 | 340 PINE ST STE 302 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | CHARITY | $15,000 |
| WBEZ RADIO | |||||||||
| WBEZ RADIO | 848 EAST GRAND AVE | 848 EAST GRAND AVE | CHICAGO | IL | 60611 | NONE | 501(C)(3) | CHARITY | $1,000 |
| WILDLIFE ASSOCIATES | |||||||||
| WILDLIFE ASSOCIATES | PO BOX 3098 | PO BOX 3098 | HALF MOON BAY | CA | 94019 | NONE | 501(C)(3) | CHARITY | $1,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 748100 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $464 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $175,674 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $25,741 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $883,047 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (11 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|---|---|
| FEDERAL & STATE TAX REFUNDS | 1 | $205,506 | ||
| AQR DELTA FUND II, L.P. - K | 14 | $10,430 | ||
| AQR DELTA FUND II, L.P. - K | 14 | $8,215 | ||
| AQR DELTA FUND II, L.P. - K | 18 | $26,427 | ||
| AQR DELTA FUND II, L.P. - K | 14 | -$43,911 | ||
| AQR DELTA FUND II LP - K-1 | 14 | -$24,676 | ||
| S-CORP (LURIE) | 16 | 531120 | -$72,756 | |
| S-CORP (LURIE) | 14 | 531120 | $2,659 | |
| S-CORP (LURIE) - 1231 | 16 | 531120 | $375,232 | |
| GAIN (DIST. IN EXC. OF BASI | 18 | 531120 | $142,110 | |
| OTHER CAPITAL GAIN (LOSS) | 18 | 531120 | -$1,124 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $446,121 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,266,917 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1713038 | 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 | $34,179 | Amount |
| Net Investment Income | 17090 | NetInvestmentIncome |
| Disbursements Charitable Prps | 17089 | 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) |
|---|---|---|
| Name Of Bond | PIMCO | NameOfBond |
| EOY Book Value | 1198776 | EOYBookValue |
| EOYFMV | 1198259 | 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 | 5171537 | EOYBookValue |
| EOYFMV | 4932763 | EOYFMV |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RENTAL - COMMERCIAL | CategoryOrItem |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | EOYFMVEOYFMV | Book ValueBookValue |
|---|---|---|---|
| THE LURIE COMPANY - S-CORP SHARES | AT COST | 106944 | |
| AQR CAPITAL MANAGEMENT II, LLC | AT COST | 976485 | 976485 |
| WEST COAST TRUST | AT COST | 533174 | 461868 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| EXPENSES | |||
| FOUNDATION DUES & MEMBERSHIPS | 500 | 500 | |
| BANK FEES | 3418 | 3418 | |
| PENALTY | 40 | ||
| TRAVEL | 4801 | 4801 | |
| CONTRIBUTIONS TO NP - S-CORP. | 521 | 521 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (11 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL & STATE TAX REFUNDS | 205506 | |
| AQR DELTA FUND II, L.P. - K-1 | 10430 | 10430 |
| AQR DELTA FUND II, L.P. - K-1 | 8215 | 8215 |
| AQR DELTA FUND II, L.P. - K-1 | 26427 | 26427 |
| AQR DELTA FUND II, L.P. - K-1 | -43911 | -43911 |
| AQR DELTA FUND II LP - K-1 | -24676 | |
| S-CORP (LURIE) | -72756 | |
| S-CORP (LURIE) | 2659 | |
| S-CORP (LURIE) - 1231 | 375232 | |
| GAIN (DIST. IN EXC. OF BASIS) | 142110 | |
| OTHER CAPITAL GAIN (LOSS) | -1124 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| PHILANTHROPIC CONSULTING | $15,314 | 15314 | |
| INVESTMENT MANAGEMENT FEES | $19,520 | 19520 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $761,001 | Amount |
Comments