Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
The Lourie Foundation Inc
 

Number and street (or P.O. box number if mail is not delivered to street address)c/o Foundation Source 501 Silversid   Room/suite
City or town, state, and ZIP code
Wilmington, DE198091377
A Employer identification number

20-4000015
B Telephone number (see page 10 of the instructions)

(800) 839-1754
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,768,449J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 385 385  
4 Dividends and interest from securities...... 219,920 219,920  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -46,657
b Gross sales price for all assets on line 6a 4,821,794
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 115 115  
12 Total. Add lines 1 through 11........ 173,763 220,420  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 58,781 58,781    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 3,556      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 34,817 758   34,059
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,154 59,539   34,059
25 Contributions, gifts, grants paid........ 829,300 829,300
26 Total expenses and disbursements. Add lines 24 and 25 926,454 59,539   863,359
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -752,691
b Net investment income (if negative, enter -0-) 160,881
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 367,767 255,629 255,629
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   2,886    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,560,240 Click to see attachment1,400,768 1,367,278
b Investments—corporate stock (attach schedule)........ 6,279,426 Click to see attachment5,801,231 6,145,542
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,210,319 7,457,628 7,768,449
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 8,210,319 7,457,628
30 Total net assets or fund balances (see page 17 of the
instructions).................... 8,210,319 7,457,628
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 8,210,319 7,457,628
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 8,210,319
2 Enter amount from Part I, line 27a...................... 2 -752,691
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 7,457,628
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 7,457,628
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,821,794   4,868,451 -46,657
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -46,657
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -46,657
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 659,763 6,997,605 000.094284
2008 462,823 8,612,625 000.053738
2007 84,788 986,404 000.085957
2006 99,412 415,605 000.239198
2005      
2 Total of line 1, column (d) ...................... 2 000.473177
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 000.118294
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 7,292,530
5 Multiply line 4 by line 3....................... 5 862,663
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,609
7 Add lines 5 and 6......................... 7 864,272
8 Enter qualifying distributions from Part XII, line 4.............. 8 863,359
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,218
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 3,218
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,218
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 2,600
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 2600 7 2,600
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 618
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bullet
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletco Foundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
    Yes
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Robert Lourie President / Director / Secretary
    001.00     		0    
    c/o Foundation Source 501 Silversid
    Wilmington,DE19809
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MossBogatch Investment Management Services 58,781
    58 Sourth Service Rd PO Box 9003
    Melville,NY11747
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,147,281
    b
    Average of monthly cash balances.......................
    1b
    256,303
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,403,584
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d..........................
    3
    7,403,584
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) Click to see attachment............................
    4
    111,054
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,292,530
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    364,627
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    364,627
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    3,218
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,218
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    361,409
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    361,409
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    361,409
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    863,359
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    863,359
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    863,359
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 361,409
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006....... 78,901
    c From 2007....... 36,590
    d From 2008....... 37,590
    e From 2009....... 316,168
    fTotal of lines 3a through e......... 469,249
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 863,359
    a Applied to 2009, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount..... 361,409
    e Remaining amount distributed out of corpus 501,950
    5 Excess distributions carryover applied to 2010.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 971,199
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		971,199
    10 Analysis of line 9:
    a Excess from 2006.... 78,901
    b Excess from 2007.... 36,590
    c Excess from 2008.... 37,590
    d Excess from 2009.... 316,168
    e Excess from 2010.... 501,950
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Robert Lourie
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BARD COLLEGE
    PO BOX 5000
    ANNANDALE,NY12504     		N/A 509(a)(1) Bard Prison Initiative 200,000
    DUMOND CONSERVANCY
    14805 SW 216TH ST
    MIAMI,FL33170     		N/A 509(a)(1) Research and Conservation Division 2,500
    FANNIE AND JOHN HERTZ FOUNDATION
    2456 RESEARCH DR
    LIVERMORE,CA94550     		N/A 509(a)(1) General Unrestricted 100,000
    MASSACHUSETTS INSTITUTE OF TECHNOLO
    77 MASSACHUSETTS AVE NE49-3131
    CAMBRIDGE,MA02139     		N/A 509(a)(1) The Lourie Foundation Fund 65,000
    MUSEUM OF MATHEMATICS
    PO BOX 2191
    SETAUKET,NY11733     		N/A 509(a)(1) General Unrestricted 7,500
    OXFAM-AMERICA INC
    226 CAUSEWAY ST
    BOSTON,MA02114     		N/A 509(a)(1) Haitian Relief Project 25,000
    PINE COBBLE SCHOOL INC
    163 GALE RD
    WILLIAMSTOWN,MA01267     		N/A 509(a)(1) General Unrestricted 150,000
    RESEARCH FDN OF STATE UNIVERSITY OF
    PO BOX 9
    ALBANY,NY12201     		N/A 509(a)(1) Pediatric MS at Stony Brook Program 166,800
    RESEARCH FDN OF STATE UNIVERSITY OF
    PO BOX 9
    ALBANY,NY12201     		N/A 509(a)(1) PHENIX Silicon Vertex Detector Module Fabrication and Testing 7,500
    UNIVERSITY OF KENTUCKY
    100 STURGILL BLDG
    LEXINGTON,KY40606     		N/A 509(a)(2) Musculoskeletal Sci Regenerative Med Rsrch 100,000
    USS RANGER MUSEUM FOUNDATION
    1505 SE GIDEON ST STE 650
    PORTLAND,OR97202     		N/A 509(a)(1) General Unrestricted 5,000
    Total .................................bullet 3a 829,300
    bApproved for future payment
    Total ..................................bullet 3b  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 385  
    4 Dividends and interest from securities....     14 219,920  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 -46,657  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aForeign Tax Refund     01 115  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   173,763  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13173,763
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID: 10000149
    Software Version: 2010.2.15
    Part VI Line 7 - Tax Paid Original Return: 2600


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 GeneralExplanationAttachment
    Name:
    The Lourie Foundation Inc
    EIN: 20-4000015
    Software ID:10000149
    Software Version:2010.2.15
    Identifier Return Reference Explanation

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    The Lourie Foundation Inc
    EIN: 20-4000015
    Software ID:10000149
    Software Version:2010.2.15
    Name of Stock End of Year Book Value End of Year Fair Market Value
    364 shares of 3M CO MMM 29,050 31,413
    898 shares of ADMINISTAFF INC ASF 20,443 26,311
    758 shares of ADOBE SYSTEMS, INC. ADBE 25,186 23,331
    1017 shares of AEON CO LTD ADR OTC AONNY.PK 9,441 12,590
    625 shares of AGILENT TECHNOLOGIES INC A 18,463 25,894
    150 shares of AGRIUM INC. AGU 11,020 13,763
    821 shares of AIR METHODS CORPORATION AIRM 27,818 46,198
    2987 shares of ALKERMES ALKS 39,010 36,680
    716 shares of ALLEGHENY TECH ATI 36,205 39,509
    412 shares of ALLERGAN INC. AGN 26,375 28,292
    36285 shares of ALLIANZ FIXED INCOME SHARES SERIES C FXICX 503,998 460,093
    46065 shares of ALLIANZ FIXED INCOMESHARES SERIES M FXIMX 456,964 474,008
    1718 shares of ALLIANZ SE ADR AZSEY.PK 29,149 20,393
    1745 shares of ALLSCRIPTS HEALTHCARE SOLUTIONS MDRX 34,638 33,626
    307 shares of AMAZON COM AMZN 41,043 55,260
    1550 shares of AMERICAN EXPRESS CO AXP 74,952 66,526
    763 shares of AMERICAN TOWER CORP CL A AMT 32,329 39,401
    320 shares of AMERIPRISE FINANCIAL INC AMP 17,251 18,416
    366 shares of AMGEN INC AMGN 20,831 20,093
    2 shares of APARTMENT INVESTMENT MANAGEMENT CO. AIV 77 52
    360 shares of APPLE INC. AAPL 71,337 116,121
    1167 shares of ARKANSAS BEST CORPORATION - COMMON STOCK ABFS 33,200 31,999
    1520 shares of ASAHI GLASS ADR ASGLY.PK 16,420 17,708
    436 shares of ASTRAZENECA AZN 20,057 20,139
    1670 shares of AU OPTRONICS CORP AUO 15,686 17,401
    522 shares of AVIVA PLC AV 6,102 6,478
    660 shares of BAE SYSTEMS PLC SP/AR BAESY.PK 14,639 13,761
    560 shares of BANCO DO BRASIL S A SPONSORED ADR BDORY.PK 9,614 10,920
    1650 shares of BANK NEW YORK MELLON CORP COM BK 51,262 49,830
    411 shares of BANK OF CHINA UNSP/ADR BACHY.PK 5,320 5,376
    819 shares of BARCLAYS PLC ADR BCS 28,123 13,530
    93 shares of BASF AG SPONS ADR BASFY.PK 5,183 7,436
    210 shares of BAXTER INTERNATIONAL INC. BAX 9,257 10,630
    212 shares of BAYER A G SPONSORED ADR BAYRY.PK 14,723 15,552
    200 shares of BECTON DICKINSON CO BDX 15,430 16,904
    525 shares of BED BATH BEYOND INC. BBBY 20,003 25,804
    613 shares of BERKSHIRE HATHAWAY INC. CLASS B BRK-B 51,483 49,107
    161 shares of BHP BILLITON SP ADR BBL 8,745 12,961
    982 shares of BILL BARRETT CORP BBG 29,666 40,390
    662 shares of BNP PARIBAS SPONS ADR BNPQY.PK 31,326 21,151
    553 shares of BOEING CO BA 35,486 36,089
    355 shares of BORG WARNER INC. BWA 15,551 25,688
    595 shares of BP P L C SPONSORED ADR BP 28,497 26,281
    125 shares of BRITISH AMERICAN TOBACCO PLC BTI 8,156 9,713
    1508 shares of BRUSH ENGINEERED MATERIALS BW 34,331 58,269
    1440 shares of CALGON CARBON CP CCC 20,948 21,773
    440 shares of CAMERON INTERNATIONAL CORP CAM 16,655 22,321
    1977 shares of CANADIAN NATURAL RESOURCES LTD CNQ 70,643 87,817
    329 shares of CATERPILLAR INC. CAT 22,601 30,814
    457 shares of CELGENE CORP CELG 27,602 27,027
    1024 shares of CERADYNE, INC. - COMMON STOCK CRDN 23,818 32,287
    200 shares of CGGVERITAS ADR CGV 4,225 6,118
    682 shares of CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP 22,952 31,549
    50 shares of CHINA PETRO CHEM SNP 4,030 4,785
    936 shares of CISCO SYSTEMS INC CSCO 23,434 18,935
    785 shares of CITRIX SYSTEMS INC CTXS 36,561 53,702
    482 shares of CLEAN HARBORS, INC. CLH 30,413 40,527
    56 shares of CME GROUP, INC CME 17,368 18,018
    315 shares of COACH INC COH 11,035 17,423
    1127 shares of COCA-COLA CO KO 61,713 74,122
    1020 shares of COGENT COMMUNICATIONS GROUP, INC CCOI 11,423 14,423
    220 shares of COLGATE-PALMOLIVE COMPANY CL 17,630 17,681
    129 shares of COMPANHIA SANEA ADS SBS 5,159 6,822
    1235 shares of CORNING INC GLW 21,505 23,860
    1153 shares of COSTCO WHOLESALE CORP NEW COST 79,446 83,257
    382 shares of COVIDIEN LTD COV 18,995 17,442
    357 shares of CTRIP.COM INTL, LTD. - AMERICAN DEPOSITARY SHARES CTRP 16,793 14,441
    315 shares of CUMMINS INC CMI 17,690 34,653
    1758 shares of CVS CAREMARK CORP. CVS 59,973 61,126
    438 shares of DANAHER CORP DHR 16,509 20,660
    1147 shares of DANSKE BK A/S SPONS ADR DNSKY.PK 14,639 14,682
    211 shares of DELHAIZE GROUP SPD ADR DEG 14,784 15,553
    505 shares of DENBURY RESOURCES INC DNR 8,184 9,640
    750 shares of DEVON ENERGY CORPORATION DVN 62,950 58,883
    325 shares of DIAGEO PLC ADS DEO 26,240 24,157
    611 shares of DREAMWORKS ANIMATION DWA 24,104 18,006
    760 shares of E.ON AG SPON ADR REP 1/3 ORD NPV EONGY.PK 39,002 23,112
    537 shares of EAST JAPAN RAILWAY C EJPRY.PK 5,984 5,746
    1000 shares of ELECTRICITE FR UNSP/ADR ECIFY.PK 11,670 8,300
    758 shares of ELECTRO SCIENTIFIC INDUSTRIES, INC. ESIO 12,651 12,151
    1166 shares of EMC CORP-MASS EMC 19,712 26,701
    348 shares of EMERSON ELECTRIC CO. EMR 14,340 19,895
    5605 shares of ENERGYSOLUTIONS INC ES 37,252 31,220
    263 shares of ENI S.P.A. E 15,510 11,504
    847 shares of EOG RESOURCES INC EOG 77,820 77,423
    5560 shares of ERESEARCH TECH INC ERES 40,743 40,866
    1059 shares of ESPRIT HLDGS LTDSPONSORED ADR ESPGY.PK 14,707 10,071
    889 shares of EXPRESS SCRIPTS INC. ESRX 41,349 48,050
    106 shares of F5 NETWORKS, INC. FFIV 9,355 13,797
    1447 shares of FAIR ISSAC CO INC. FICO 37,144 33,816
    676 shares of FRANCE TELECOM ADS FTE 16,769 14,250
    575 shares of FREEPORT-MCMORAN COPPER GOLD INC. FCX 54,193 69,051
    173 shares of FUJITSU LTD ADR OTC FJTSY.PK 5,682 6,058
    3032 shares of GASTAR EXPLORATION LTD GST 11,615 13,038
    810 shares of GLACIER BANCORP INC GBCI 12,611 12,239
    263 shares of GLOBAL PAYMENTS INC GPN 10,369 12,153
    28 shares of GOOGLE INC CL A GOOG 9,591 16,631
    550 shares of GRUPO TELEVISA ADR TV 11,567 14,262
    826 shares of HAIN FOOD GROUP, INC HAIN 14,653 22,352
    695 shares of HARLEY DAVIDSON INC. HOG 29,457 24,096
    389 shares of HEWLETT PACKARD CO HPQ 18,985 16,377
    1324 shares of HORSEHEAD HOLDING CORP. ZINC 10,187 17,265
    421 shares of IBERIABANK CORPORATION IBKC 22,638 24,894
    300 shares of IMPERIAL TOBACCO GRO ITYBY.PK 17,852 18,525
    3345 shares of INSPIRE PHARMACEUTICALS, INC ISPH 21,274 28,098
    1004 shares of IRON MOUNTAIN NEW IRM 31,043 25,110
    932 shares of ISHARES MSCI-JAPAN EWJ 9,512 10,168
    1934 shares of ISIS PHARMACEUTICALS, INC. ISIS 21,410 19,572
    1120 shares of IXYS CORPORATION IXYS 10,013 13,014
    577 shares of JACK IN THE BOX INC JACK 12,089 12,192
    677 shares of JOHNSON JOHNSON JNJ 43,260 41,872
    429 shares of JP MORGAN CHASE CO JPM 19,092 18,198
    501 shares of JUNIPER NETWORKS JNPR 17,190 18,497
    1341 shares of KBW INC KBW 35,564 37,441
    206 shares of KDDI CP UNSP ADR KDDIY.PK 10,558 11,826
    205 shares of KONAMI CORP ADS KNM 3,905 4,364
    348 shares of KONINKLIJKE AHOLD AHONY.PK 4,594 4,590
    359 shares of KOOKMIN BK ADS KB 20,123 18,988
    199 shares of LABORATORY CORP AMER HLDGS LH 14,990 17,496
    6752 shares of LIONBRIDGE TECHNOLOGIES, INC. - COMMON STOCK LIOX 28,921 24,915
    150 shares of LOCKHEED MARTIN CORP LMT 10,509 10,487
    1245 shares of LOEWS CORP L 57,320 48,443
    59 shares of LUKOIL HOLDING CO SP/ADR LUKOY.PK 3,080 3,376
    394 shares of MARKS SPENCER GRP ADR MAKSY.PK 4,808 4,531
    673 shares of MB FINANCIAL INC MBFI 11,350 11,656
    418 shares of MCDONALDS CORP MCD 28,719 32,086
    410 shares of MEAD JOHNSON NUTRITI MJN 18,026 25,523
    1345 shares of MERCK CO INC. MRK 48,505 48,474
    558 shares of MICROSOFT CORPORATION MSFT 18,136 15,574
    664 shares of MINERAL TECH INC MTX 34,979 43,432
    385 shares of MITSUBISHI CORP SPON MSBHY.PK 19,870 20,617
    994 shares of MITSUBISHI TOKYO FIN MTU 4,878 5,378
    48 shares of MITSUI COMPANY, LTD. - ADR MITSY 14,468 15,715
    113 shares of MONSANTO CO MON 8,629 7,869
    339 shares of MOODYS CORP MCO 11,868 8,997
    652 shares of MUENCHENER RUECKVERS MURGY.PK 10,044 9,852
    1210 shares of MYRIAD GENETICS, INC MYGN 26,227 27,636
    761 shares of NATIONAL AUSTRALIA BK LTD NABZY.PK 18,939 18,386
    480 shares of NETAPP, INC. NTAP 23,617 26,381
    255 shares of NETFLIX INC NFLX 32,813 44,804
    1101 shares of NEW WORLD DEV LTD S/ADR NDVLY.PK 4,671 4,041
    649 shares of NEXEN INC NXY 15,368 14,862
    828 shares of NIPPON TELEPHONE ADR NTT 19,473 18,994
    1147 shares of NISSAN MOTOR LTD ASR NSANY.PK 21,240 21,747
    439 shares of NORDSTROM INC JWN 15,764 18,605
    391 shares of NOVARTIS AG ADR NVS 20,857 23,049
    654 shares of OAO GAZPROM SPONS GDR OGZPY.PK 15,319 16,638
    900 shares of OCCIDENTAL PETE CORP OXY 69,435 88,289
    347 shares of OCEANERING INTL INC OII 21,920 25,550
    326 shares of OLD MUTUAL PLC UNSP/ADR ODMTY.PK 4,887 4,972
    9699 shares of OPENWAVE SYSTEMS, INC OPWV 22,516 20,562
    2194 shares of ORACLE CORP ORCL 56,712 68,671
    325 shares of ORIX CORP ADS IX 11,506 15,811
    1417 shares of PARAMETRIC TECHNOLOGY CORP PMTC 25,719 31,925
    224 shares of PENNGROWTH ENERGY CORP PWE 4,371 5,358
    1825 shares of PFIZER INC. PFE 33,481 31,956
    895 shares of PHARMACEUTICAL PRODUCT DEVELOPMENT PPDI 20,167 24,290
    330 shares of PHILIP MORRIS INTL PM 17,362 19,315
    2020 shares of PINNACLE FINANCIAL PARTNERS INC. PNFP 28,232 27,432
    182 shares of POTASH CORPORATION OF SASKATCHEWAN INC POT 25,484 28,179
    236 shares of PRECISION CASTPARTS PCP 29,471 32,854
    72 shares of PRICELINE.COM INCORPORATED PCLN 14,566 28,768
    678 shares of PROCTER GAMBLE CO PG 43,024 43,616
    2025 shares of PROGRESSIVE CORP OHIO PGR 37,907 40,237
    346 shares of RANGE RESOURCES CORP DEL RRC 18,952 15,563
    344 shares of RIO TINTO PLC SPONSORED ADR RIO 19,018 24,651
    486 shares of ROCKWELL COLLINS INC COL 29,878 28,314
    577 shares of ROYAL DSM NV S/ADR RDSMY.PK 7,798 8,228
    526 shares of ROYAL DUTCH SHELL PLC RDS-A 37,808 35,126
    229 shares of SALESFORCE.COM CRM 20,237 30,228
    367 shares of SANDISK CORP SNDK 17,361 18,299
    516 shares of SANOFI-AVENTIS SPONSORED ADR SNY 20,502 16,631
    325 shares of SCHLUMBERGER LTD SLB 23,073 27,138
    1445 shares of SEALED AIR CP SEE 37,408 36,775
    1652 shares of SHARP CORP ADR SHCAY.PK 25,176 16,784
    1735 shares of SILICON IMAGE INC SIMG 5,257 12,752
    1374 shares of SOCIETE GENERALE FRANCE SCGLY.PK 28,806 14,935
    522 shares of SONY CORP ADR SNE 20,221 18,641
    338 shares of SOUTHWESTERN ENERGY SWN 16,232 12,651
    260 shares of SPDR DJ WILSHIRE INT RWX 9,004 10,122
    1037 shares of STARBUCKS CORP COM SBUX 27,363 33,319
    339 shares of SUMITOMO CORP S/ADR SSUMY.PK 4,791 4,753
    2063 shares of SUMITOMO MITSUI FINCL GRP SMFG 30,054 14,670
    262 shares of SUNCOR ENERGY INC SU 9,824 10,032
    433 shares of TARGET CORPORATION TGT 22,088 26,036
    1291 shares of TELECOM ITALIA ADR TI 18,777 16,706
    4153 shares of TELECOMMUNICATION SYSTEMS INC TSYS 30,707 19,395
    1281 shares of TELETECH HOLDINGS, INC. TTEC 21,873 26,376
    357 shares of TELSTRA CORPORATION TLSYY.PK 5,105 5,123
    1061 shares of TETRA TECHNOLOGIES TTI 13,146 12,594
    1554 shares of TEXAS INSTRUMENTS INC. TXN 41,107 50,505
    658 shares of THORATEC LABS CORPORATION THOR 22,273 18,635
    587 shares of TIBCO SOFTWARE TIBX 6,410 11,570
    191 shares of TOYOTA MTR CORP TM 15,063 15,018
    325 shares of TRANSATLANTIC HLDS TRH 21,678 16,777
    168 shares of TRANSOCEAN LTD. RIG 19,830 11,678
    1465 shares of TURKIYE GARANTI BANK TKGBY.PK 6,914 7,545
    225 shares of TYCO INTERNATIONAL LTD. TYC 8,869 9,324
    282 shares of UBS AG UBS 4,649 4,645
    2691 shares of ULTRATECH STEPPER INC. UTEK 35,763 53,497
    2451 shares of UMPQUA HOLDINGS CORPORATION UMPQ 35,642 29,853
    768 shares of UNIT CP UNT 32,494 35,697
    216 shares of UNITED TECHNOLOGIES CORP UTX 14,541 17,004
    882 shares of UNITEDHEALTH GROUP INC. UNH 29,705 31,849
    249 shares of V F CORP VFC 20,303 21,459
    3813 shares of VAALCO ENERGY INC EGY 20,616 27,301
    686 shares of VALE SA PREFERENCE A ADR VALE-P 17,962 20,731
    273 shares of VISA INC V 21,935 19,214
    602 shares of VIVENDI SA S/ADR VIVDY.PK 17,749 16,296
    981 shares of VODAFONE GROUP PLC VOD 29,934 25,938
    2237 shares of WELLS FARGO CO. WFC 58,319 69,324
    1120 shares of WRIGHT MEDICAL GROUP, INC. WMGI 19,947 17,394
    5417 shares of XSTRATA PLC UNSP/ADR XSRAY.PK 18,114 25,135
    258 shares of YUE YUEN INDUSTRIAL YUEIY.PK 3,910 4,598

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    The Lourie Foundation Inc
    EIN: 20-4000015
    Software ID:10000149
    Software Version:2010.2.15
    US Government Securities - End of Year Book Value:

    1,400,768
    US Government Securities - End of Year Fair Market Value:

    1,367,278
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2010 OtherExpensesSchedule
    Name:
    The Lourie Foundation Inc
    EIN: 20-4000015
    Software ID:10000149
    Software Version:2010.2.15
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 34,059     34,059
    Bank Charge 758 758    


    TY 2010 OtherIncomeSchedule2
    Name:
    The Lourie Foundation Inc
    EIN: 20-4000015
    Software ID:10000149
    Software Version:2010.2.15
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Foreign Tax Refund 115 115  


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    The Lourie Foundation Inc
    EIN: 20-4000015
    Software ID:10000149
    Software Version:2010.2.15
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 58,781 58,781    


    TY 2010 TaxesSchedule
    Name:
    The Lourie Foundation Inc
    EIN: 20-4000015
    Software ID:10000149
    Software Version:2010.2.15
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated Tax for 2010 2,600 0 0 0
    Excise Tax for 2009 956 0 0 0