Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
LURIE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO GOULSTON 400 ATLANTIC AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

20-2741949
B Telephone number (see instructions)

(617) 482-1776
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$26,649,554J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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 131,980 131,964  
4 Dividends and interest from securities... 192,102 192,102  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,632,811
b Gross sales price for all assets on line 6a 1,682,412
7 Capital gain net income (from Part IV, line 2)... 1,621,154
8 Net short-term capital gain.........  
9 Income modifications........... 1,232,288
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 200,304 193,227  
12 Total. Add lines 1 through 11........ 2,157,197 2,138,447 1,232,288
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 24,387 12,194   12,193
c Other professional fees (attach schedule).... Click to see attachment 310,859 289,110   14,784
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 54,675 24,675   0
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 125 0   125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 390,046 325,979   27,102
25 Contributions, gifts, grants paid....... 931,500 931,500
26 Total expenses and disbursements. Add lines 24 and 25 1,321,546 325,979   958,602
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 835,651
b Net investment income (if negative, enter -0-) 1,812,468
c Adjusted net income (if negative, enter -0-)... 1,232,288
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 174,632 1,230,830 1,230,830
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 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)      
b Investments—corporate stock (attach schedule).......      
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).......... 17,950,517 Click to see attachment18,473,664 24,850,224
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment496,648 Click to see attachment985,242 Click to see attachment568,500
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,621,797 20,689,736 26,649,554
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 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 18,621,797 20,689,736
29 Total net assets or fund balances (see instructions)..... 18,621,797 20,689,736
30 Total liabilities and net assets/fund balances (see instructions). 18,621,797 20,689,736
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,621,797
2
Enter amount from Part I, line 27a .....................
2
835,651
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,232,288
4
Add lines 1, 2, and 3 ..........................
4
20,689,736
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,689,736
Form 990-PF (2021)
Form 990-PF (2021)
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 STONE RIDGE REINSURANCE RISK PREMIUM FUND P   2022-06-30
b RA CAPITAL NEXUS INTL FUND LP P   2022-06-30
c RA CAPITAL NEXUS INTL FUND II LP P   2022-06-30
d ABRAMS CAPITAL PARTNERS II, L.P. P   2022-06-30
e CB OFFSHORE EQUITY FUND VIII, LP P   2022-06-30
CB OFFSHORE EQUITY FUND IX LP P   2022-06-30
CB OP FEEDER I, LP P   2022-06-30
CB OP AGGREGATOR II-B, LP P   2022-06-30
CB OP FEEDER IV, LP P   2022-06-30
CB OP FEEDER V-B, LP P   2022-06-30
CHARLES RIVER INSTITUTIONAL FUND III, LP P   2022-06-30
ELEPHANT PARTNERS I, LP P   2022-06-30
ELEPHANT PARTNERS II-B, LP P   2022-06-30
FIKA VENTURES II LP P   2022-06-30
FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP P   2022-06-30
FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (A) LP P   2022-06-30
GQG PARTNERS GLOBAL EQUITY FUND GQG PARTNERSSERIES LLC P   2022-06-30
HILLHOUSE FUND IV LP P   2022-06-30
HOLDCO OPPORTUNITIES FUND, L.P. P   2022-06-30
HOLDCO OPPORTUNITIES FUND II, L.P. P   2022-06-30
HOLDCO OPPORTUNITIES FUND III L.P. P   2022-06-30
IRM CORE BOND FUND LLC P   2022-06-30
LL MORTGAGE FUND LP P   2022-06-30
MARCUS CAPITAL PARTNERS FUND II, LP P   2022-06-30
NORTHGATE IV, LP P   2022-06-30
OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. P   2022-06-30
PERMIT CAPITAL MORTGAGE FUND LP SERIES J P   2022-06-30
QIMING US HEALTHCARE FUND II LP P   2022-06-30
QIMING VENTURE PARTNERS V, LP P   2022-06-30
QIMING VENTURE PARTNERS VI, LP P   2022-06-30
QIMING VENTURE PARTNERS VII, LP P   2022-06-30
REGENT OPPORTUNITY FUND IV, LLC P   2022-06-30
REVELATION HEALTHCARE FUND II LP (LEERINK ) P   2022-06-30
TIGER GLOBAL CROSSOVER, L.P. P   2022-06-30
ULTRA CAPITAL SUSTAINABLE INFRASTRUCTURE TE P   2022-06-30
UNDERSCORE VC FUND II, L.P. P   2022-06-30
US RESEARCH EQUITY EXTENDED FUND, L.P.C/O WELLINGTON MANAGEMENT COMPANY LLP P   2022-06-30
INTERNATIONAL RESEARCH EQUITY EXTENDED FUND C/O WELLINGTON MANAGEMENT COMPAN P   2022-06-30
XFUND 2, L.P. CLASS B P   2022-06-30
YORKTOWN ENERGY PARTNERS XI, L.P. P   2022-06-30
YORKTOWN ENERGY PARTNERS XII, L.P. P   2022-06-30
YT XII RENEWABLE AIV LP P   2022-06-30
69 HARLEM MUSIC LLC P   2022-06-30
BERKSHIRE FUND IX-A (IND), L.P. P   2022-06-30
BERKSHIRE FUND IX-A IND VP AIV, L.P. P   2022-06-30
TOP III DELAWARE AIV I-B, L.P. P   2022-06-30
SIXTH STREET OPPORTUNITIES PARTNERS III (B), L.P. (FKATPG OPPORTUNITIES PART P   2022-06-30
FORTRESS CREDIT OPPORTUNITIES FUND IV (A) LP P   2022-06-30
GOF FEEDER A LP P   2022-06-30
ADDITION ONE, L.P. P   2022-06-30
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI, LP P   2022-06-30
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, LP P   2022-06-30
HILDENE OPPORTUNITIES OFFSHORE FUND LTD P   2022-06-30
HOLDCO OPPORTUNITIES FUND II, L.P. P   2022-06-30
HOLDCO OPPORTUNITIES FUND III L.P. P   2022-06-30
(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 18,562   20,425 -1,863
b 41,290     41,290
c 405     405
d 3,576   700 2,876
e 82,410     82,410
    106 -106
5     5
1     1
    59 -59
1     1
61,364     61,364
216,334     216,334
42,154     42,154
    342 -342
16,482     16,482
5,059     5,059
280,602     280,602
25,182     25,182
815     815
106     106
27,226     27,226
    12,126 -12,126
6,674     6,674
62,241     62,241
87,523     87,523
112,665     112,665
    4,392 -4,392
    541 -541
    1,204 -1,204
686     686
9     9
10,115   7,331 2,784
28,468   5,826 22,642
    1,814 -1,814
    1,174 -1,174
    5,218 -5,218
84,973     84,973
53,711     53,711
669     669
16,316     16,316
917     917
1,128     1,128
13,663     13,663
11,799     11,799
37     37
17     17
5,165     5,165
33,370     33,370
164,118     164,118
1,418     1,418
23,798     23,798
3,425     3,425
91,810     91,810
3,794     3,794
42,329     42,329
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       -1,863
b       41,290
c       405
d       2,876
e       82,410
      -106
      5
      1
      -59
      1
      61,364
      216,334
      42,154
      -342
      16,482
      5,059
      280,602
      25,182
      815
      106
      27,226
      -12,126
      6,674
      62,241
      87,523
      112,665
      -4,392
      -541
      -1,204
      686
      9
      2,784
      22,642
      -1,814
      -1,174
      -5,218
      84,973
      53,711
      669
      16,316
      917
      1,128
      13,663
      11,799
      37
      17
      5,165
      33,370
      164,118
      1,418
      23,798
      3,425
      91,810
      3,794
      42,329
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 1,621,154
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 instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 25,193
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 25,193
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 49,380
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 99,380
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 74,187
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet74,187 RefundedBullet 11 0
Part VI-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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    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 instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRICHARD B DENNING Telephone no.bullet (781) 237-1311

    Located atbulletC/O NLM FOUNDATION 60 WILLIAMSSTREET SUITE 110WELLESLEYMA ZIP+4bullet02481
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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 instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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 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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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 instructions ........
    5b
     
    No
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    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?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See 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
    JEFFREY R LURIE TRUSTEE
    1.00     		0 0 0
    C/O PHILADELPHIA EAGLES ONE
    NOVACARE WAY
    PHILADELPHIA,PA19145
    RICHARD B DENNING TRUSTEE
    1.00     		0 0 0
    C/O NLM FAMILY FOUNDATION 60
    WILLIAMS STREET
    WELLESLEY,MA02481
    JOSEPH M LECCESE TRUSTEE
    1.00     		0 0 0
    C/O PROSKAUER ROSE LLP 1585
    BROADWAY
    NEW YORK,NY10036
    LORI CHRISTINA WEISS LURIE TRUSTEE
    1.00     		0 0 0
    C/O PHILADELPHIA EAGLES ONE
    NOVACARE WAY
    PHILADELPHIA,PA19145
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 SUBLIME PRODUCTIONS LLC 266,000
    2 OYSTER PRODUCTIONS, LLC 202,500
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet468,500
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see 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
    29,128,787
    b
    Average of monthly cash balances.......................
    1b
    1,327,706
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    30,456,493
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    30,456,493
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    456,847
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    29,999,646
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,499,982
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,499,982
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    25,193
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    25,193
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,474,789
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,232,288
    5
    Add lines 3 and 4............................
    5
    2,707,077
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    2,707,077
    Part XI
    Qualifying Distributions (see 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 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,707,077
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,405,179
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,427,102
    a Applied to 2020, but not more than line 2a 1,405,179
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 21,923
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		2,685,154
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see 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).)
    JEFFREY R LURIE
    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 or email address 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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    GOLDMAN SACHS PHILANTHROPY FUND
    PO BOX 15203
    ALBANY,NY12212     		NONE PC GENERAL WELFARE 306,500
    RUTGERS UNIVERSITY FOUNDATION
    LIBERTY PLAZA 335 GEORGE STREET
    SUITE 4000
    NEW BRUNSWICK,NJ08901     		NONE PC MEDICAL 200,000
    RUTGERS UNIVERSITY FOUNDATION
    LIBERTY PLAZA 335 GEORGE STREET
    SUITE 4000
    NEW BRUNSWICK,NJ08901     		NONE PC MEDICAL 50,000
    JEWISH FEDERATION OF GREATER PHILADELPHIA
    2100 ARCH STREET
    PHILADELPHIA,PA19103     		NONE PC GENERAL WELFARE 50,000
    EXCEPTIONAL MINDS
    14144 VENTURA BOULEVARD SUITE 100
    SHERMAN OAKS,CA91423     		NONE PC CULTURAL 25,000
    DANA-FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE WEST 6TH FLOOR
    BROOKLINE,MA02445     		NONE PC MEDICAL 25,000
    FRAXA RESEARCH FOUNDATION INC
    46 LOVELL RD
    WATERTOWN,MA02472     		NONE PC MEDICAL 25,000
    CLARK UNIVERSITY
    950 MAIN STREET
    WORCESTER,MA01610     		NONE PC EDUCATIONAL 25,000
    MV YOUTH
    PO BOX 65
    CHILMARK,MA02535     		NONE PC GENERAL WELFARE 25,000
    ISLAND AUTISM GROUP INC
    153 OTIS BASSET ROAD
    WEST TISBURY,MA02575     		NONE PC GENERAL WELFARE 20,000
    MARTHAS VINEYARD FILM SOCIETY INC
    PO BOX 4423
    VINEYARD HAVEN,MA02568     		NONE PC CULTURAL 10,000
    JEWISH FEDERATION OF PALM BEACH COUNTY INC
    1 HARVARD CIRCLE 100
    WEST PALM BEACH,FL33409     		NONE PC GENERAL WELFARE 10,000
    UPLIFT CENTER FOR GRIEVING CHILDREN
    3300 HENRY AVE SUITE 102
    PHILADELPHIA,PA19129     		NONE PC GENERAL WELFARE 10,000
    SUNDANCE INSTITUTE
    1500 KEARNS BOULEVARD SUITE B110
    PARK CITY,UT84060     		NONE PC CULTURAL 10,000
    YMCA OF MV
    111R EDGARTOWN VINEYARD HAVEN RD
    VINEYARD HAVEN,MA02568     		NONE PC GENERAL WELFARE 10,000
    THE PHILADELPHIA ORCHESTRA ASSOC
    1 S BROAD STREET 14TH FL
    PHILADELPHIA,PA19107     		NONE PC CULTURAL 10,000
    PHILADELPHIA MUSEUM OF ART
    2600 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19130     		NONE PC CULTURAL 10,000
    ELS FOR AUTISM FOUNDATION
    18370 LIMESTONE CREEK RD
    JUPITER,FL33458     		NONE PC GENERAL WELFARE 10,000
    A STEP UP ACADEMY INC
    520 MEETINGHOUSE RD
    JENKINTOWN,PA19046     		NONE PC EDUCATIONAL 10,000
    ST JOSEPHS UNIVERSITY
    5600 CITY AVE
    PHILADELPHIA,PA19131     		NONE PC EDUCATIONAL 7,500
    THE CAMERON M NEELY FOUNDATION FOR CANCER CARE INC
    30 WINTER STREET 2ND FLOOR
    BOSTON,MA02108     		NONE PC MEDICAL 5,000
    VETRI FOUNDATION FOR CHILDREN
    211 NORTH 13TH STREET
    PHILADELPHIA,PA19107     		NONE PC GENERAL WELFARE 5,000
    SAN FRANCISCO FILM SOCIETY
    455 9TH STREET
    SAN FRANCISCO,CA94103     		NONE PC CULTURAL 5,000
    SEATTLE INTERNATIONAL FILM FESTIVAL
    167 REPUBLICAN STREET
    SEATTLE,WA98109     		NONE PC CULTURAL 5,000
    KARTEMQUIN EDUCATIONAL FILMS
    1901 WEST WELLINGTON AVENUE
    CHICAGO,IL606574029     		NONE PC CULTURAL 5,000
    WALKING IRIS MEDIA
    101 MADONNA LANE
    NEWBURY PARK,CA91320     		NONE PC CULTURAL 5,000
    INTERNATIONAL DOCUMENTARY ASSOCIATION INC
    3600 WILSHIRE BOULEVARD SUITE 1810
    LOS ANGELES,CA90010     		NONE PC CULTURAL 5,000
    AMERICAN DOCUMENTARY INC
    20 JAY STREET SUITE 937
    BROOKLYN,NY11201     		NONE PC CULTURAL 5,000
    TEMPLE SHAREY TEFILO-ISRAEL OF THE ORANGES AND MAPLEWOOD
    432 SCOTLAND ROAD
    EAST ORANGE,NJ07079     		NONE PC GENERAL WELFARE 5,000
    SEATTLE FOUNDATION
    1601 FIFTH AVENUE SUITE 1900
    SEATTLE,WA981013615     		NONE PC CULTURAL 5,000
    DANA-FARBER CANCER INSTITUTE
    77 FOURTH AVE
    NEEDHAM,MA02494     		NONE PC MEDICAL 5,000
    CHILDRENS HOSPITAL OF PHILADELPHIA
    PO BOX 781352
    PHILADELPHIA,PA19178     		NONE PC MEDICAL 3,500
    MARTHAS VINEYARD HOSPITAL INC
    1 HOSPITAL RD PO BOX 1477
    OAK BLUFFS,MA02557     		NONE PC MEDICAL 3,500
    BOYS LATIN OF PHILADELPHIA CHARTER SCHOOL
    5501 CEDAR AVE
    PHILADELPHIA,PA19143     		NONE PC EDUCATIONAL 2,500
    PEGASUS THERAPEUTIC RIDING ACADEMY INC
    8297 BUSTLETON AVE
    PHILADELPHIA,PA19152     		NONE PC GENERAL WELFARE 2,500
    CITY PARKS FOUNDATION INC
    830 FIFTH AVENUE
    NEW YORK,NY10065     		NONE PC GENERAL WELFARE 1,500
    UNITED WAY OF PALM BEACH COUNTY INC
    44 COCOANUT ROW M-201
    PALM BEACH,FL33480     		NONE PC GENERAL WELFARE 1,500
    PALM BEACH COUNTRY CLUB FOUNDATION INC
    760 NORTH OCEAN BOULEVARD
    PALM BEACH,FL33480     		NONE PC GENERAL WELFARE 1,500
    ISLAND FOOD PANTRY OF MARTHAS VINEYARD INC
    137 VINEYARD AVENUE
    OAK BLUFFS,MA02557     		NONE PC GENERAL WELFARE 1,000
    PATRIOTS COVE INC
    4334 SR 29 S
    NOXEN,PA18636     		NONE PC GENERAL WELFARE 1,000
    V G C FOUNDATION
    100 CLUBHOUSE LANE
    EDGARTOWN,MA02539     		NONE PC GENERAL WELFARE 500
    LEUKEMIA & LYMPHOMA SOCIETY INC
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		NONE PC MEDICAL 500
    VGC FOUNDATION
    100 CLUBHOUSE LANE
    EDGARTOWN,MA02539     		NONE PC GENERAL WELFARE 500
    THE CAMERON M NEELY FOUNDATION FOR CANCER INC
    30 WINTER STREET 2ND FLOOR
    BOSTON,MA02108     		NONE PC GENERAL WELFARE 5,000
    DANA-FARBER CANCER INSTITUTE
    77 FOURTH AVE
    NEEDHAM,MA02494     		NONE PC MEDICAL 2,500
    Total .................................bullet 3a 931,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 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 ....          
    3 Interest on savings and temporary cash
    investments ...........     		901101 16 14 131,964  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		901101 11,657 18 1,621,154  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 18,750 2,138,447 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,157,197
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    LURIE FAMILY FOUNDATION
    EIN:
    20-2741949
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 24,387 12,194   12,193

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    LURIE FAMILY FOUNDATION
    EIN:
    20-2741949
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    UWAGA FILM LLC
          		608 RIVER ROAD
    RHINEBECK,NY12572     		2019-08-22 309,000 TO RAISE AWARENESS ABOUT THE HISTORY OF THE HOLOCAUST AND ITS INFLUENCE ON MODERN DAY SOCIETY. 309,000 NO DIVERSION OF FUNDS JANUARY 16, 2021 2021-01-16 $309,000 SPENT ON PRODUCTION/POST-PRODUCTION EXPENSES DURING THE PERIOD 09/03/19 - 12/31/20, AS DETAILED IN THE FINANCIAL REPORT.
    TRADECRAFT FILMS LLC
          		3 WASHINGTON SQUARE VILLAGE 3T
    NEW YORK,NY10012     		2019-12-20 360,000 TO RAISE AWARENESS ABOUT THE RELATIONSHIP BETWEEN THE FEDERAL BUREAU OF INVESTIGATION AND MARTIN LUTHER KING, JR. AND ITS EFFECT ON HISTORY AND MODERN DAY SOCIETY. 360,000 NO DIVERSION OF FUNDS NOVEMBER 11, 2021 2021-11-11 $360,000 SPENT THROUGH 2020, AS DETAILED IN TRADCRAFT FINANCIAL STATEMENTS.
    HUNDRED DAYS LLC
          		26 BROADWAY SUITE 1301
    NEW YORK,NY10004     		2020-06-19 200,000 TO RAISE AWARENESS ABOUT THE COVID-19 PANDEMIC AND THE FEDERAL GOVERNMENT'S RESPONSE DURING THE FIRST 100 DAYS OF THE OUTBREAK IN THE US 200,000 NO DIVERSION OF FUNDS MAY 3, 2021 2021-05-03 $200,000 SPENT IN 2020 AS DETAILED ON JIGSAW/HUNDRED DAYS CONTRIBUTION REPORT
    69 HARLEM MUSIC LLC
          		2264 BEN LOMOND DRIVE
    LOS ANGELES,CA90027     		2019-09-17 407,700 TO RAISE AWARENESS ABOUT THE HISTORY OF THE HARLEM CULTURAL FESTIVAL AND ITS INFLUENCE ON MODERN DAY SOCIETY. 407,700 NO DIVERSION OF FUNDS FEBRUARY 22, 2021 2021-03-23 $407,700 SPENT AS OF 02.22.21
    HUNDRED DAYS LLC
          		26 BROADWAY SUITE 1301
    NEW YORK,NY10004     		2020-09-11 430,000 TO RAISE AWARENESS ABOUT THE COVID-19 PANDEMIC AND THE FEDERAL GOVERNMENT'S RESPONSE DURING THE FIRST 100 DAYS OF THE OUTBREAK IN THE US 430,000 NO DIVERSION OF FUNDS MAY 3, 2021 2021-05-03 $430,000 SPENT IN 2021 AS DETAILED ON JIGSAW/HUNDRED DAYS CONTRIBUTION REPORT
    SUBLIME PRODUCTIONS LLC
          		C/O LUTZ AND CARR CPAS 551 5TH
    AVENUE SUITE 400
    NEW YORK,NY10176     		2021-11-09 266,000 TO RAISE AWARENESS OF THE INCREASING INTERSECTION OF RELIGION AND POLITICS IN BRAZIL. 202,622 NO DIVERSION OF FUNDS NOVEMBER 17, 2022 2023-04-28 $202,622 SPENT ON PRODUCTION EXPENSES FOR THE PERIOD 11/2021 - 6/2022, AS DETAILED IN THE ACCOUNT ACTIVITY REPORTS.
    OYSTER PRODUCTIONS LLC
          		9100 WILSHIRE BOULEVARD SUITE 450E
    BEVERLY HILLS,CA90212     		2022-02-16 202,500 TO RAISE AWARENESS OF LGTBQ+ ACCEPTANCE AND BLACK ARTIST REPRESENTATION IN THE MUSIC INDUSTRY. 202,500 NO DIVERSION OF FUNDS MAY 9, 2023 2023-05-09 $202,500 SPENT AS OF 05.09.2023

    TY 2021 InvestmentsOtherSchedule2
    Name:
    LURIE FAMILY FOUNDATION
    EIN:
    20-2741949
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABRAMS CAPITAL PARTNERS II, L.P. AT COST 69,868 143,363
    ADDITION ONE, L.P. AT COST 146,945 282,751
    ADDITION TWO, L.P. AT COST 144,432 181,540
    BERKSHIRE FUND IX-A, LP AT COST 137,522 253,284
    BRIGHTSTAR CAPITAL PARTNERS FUND II-A, LP AT COST 97,379 156,204
    CB OFFSHORE EQUITY FUND IX LP AT COST 4,875 31,674
    CB OFFSHORE EQUITY FUND VIII, LP AT COST 175,798 160,410
    CB OP FEEDER II, LP AT COST 28 0
    CB OP FEEDER III, LP AT COST 481 0
    CB OP FEEDER V, LP AT COST 11,650 0
    CB OP FEEDER VI, LP AT COST 3,356 0
    CB OP FEEDER VII, LP AT COST 8,466 0
    CENTER ROCK FUND I-A LP AT COST 112,848 215,776
    CHARLESBANK OFFSHORE EQUITY FUND IX LTD AT COST 133,357 198,338
    CHARLESRIVER INSTITUTIONAL FUND III, LP AT COST 43,435 98,326
    CHESTNUT HEDGE FUND, LLC AT COST 350,000 444,135
    COATUE OFFSHORE FUND LTD AT COST 400,000 590,718
    ELEPHANT PARTNERS II-B, LP AT COST 117,933 292,557
    ELEPHANT PARTNERS III-B, LP AT COST 210,384 261,023
    FIKA VENTURES II AT COST 98,280 196,293
    FORTRESS CREDIT OPPORTUNITIES FUND IV (A) LP AT COST 250,383 312,606
    FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP AT COST 152,588 211,321
    FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (A) LP AT COST 110,680 97,486
    GLENDON OPPORTUNITIES FUND LP AT COST 0 184,053
    GOF II FEEDER A AT COST 225,000 310,340
    GQG PARTNERS GLOBAL EQUITY FUND GQG PARTNERS AT COST 666,660 796,643
    HILDENE OPPORTUNITIES OFFSHORE FUND LTD AT COST 222,360 603,067
    HILLHOUSE FUND IV LP AT COST 194,383 261,877
    HIMALAYA CAPITAL INVESTORS OFFSHORE LP AT COST 325,000 381,954
    HOLDCO OPPORTUNITIES FUND III L.P. AT COST 0 77,237
    HOLDCO OPPORTUNITIES FUND L.P. AT COST 79,780 9,315
    IRM CORE BOND FUND LLC AT COST 2,333,846 1,782,146
    JP MORGAN STRATEGIC INCOME OPPS SEL AT COST 557,322 545,563
    LEERINK REVELATION HEALTHCARE FUND II LP AT COST 60,934 134,030
    LL MORTGAGE AT COST 506,891 514,238
    LL PRIVATE LENDING FUND AT COST 547,314 561,115
    MARCUS CAPITAL PARTNERS FUND II, LP AT COST 70,544 90,927
    NORTHGATE IV, LP AT COST 164,432 318,931
    OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. AT COST 131,395 260,362
    QIMING US HEALTHCARE FUND II LP AT COST 177,094 201,583
    QIMING VENTURE PARTNERS V, LP AT COST 81,429 179,198
    QIMING VENTURE PARTNERS VI LP AT COST 94,448 160,043
    QIMING VENTURE PARTNERS VII, LP AT COST 85,849 104,541
    RA CAPITAL HEALTHCARE INTL AT COST 450,000 463,799
    RA CAPITAL NEXUS INTL FUND II LP AT COST 255,405 236,462
    RA CAPITAL NEXUS INTL FUND LP AT COST 237,313 263,887
    REGENT OPPORTUNITY FUND IV LLC AT COST 146,617 185,347
    STONE RIDGE REINSURANCE RISK PREMIUM FUND AT COST 15,695 10,806
    TCG 3.0-B LP AT COST 52,389 54,942
    THS KINGSWAY - FRONTIER CONSUMER FUND AT COST 295,000 258,852
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI, LP AT COST 187,283 385,031
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, LP AT COST 164,455 274,331
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV, LP AT COST 194,305 239,668
    TOP III DELAWARE AIV I-B, L.P. AT COST 10,190 0
    TOUCHSTONE SANDS CAPITAL EMERGING MKTS GRO FUND TCHSTN SND CPTL EMRNG MKT CL AT COST 562,104 335,690
    TPG OPPORTUNITIES PARTNERS III (B), L.P. AT COST 67,428 77,877
    TWO SIGMA ACTIVE EXTENSION ALL CAP EQUITY CAYMAN FUND LTD AT COST 1,000,100 4,286,080
    TWO SIGMA INTERNATIONAL CORE FUND LP AT COST 1,280,436 1,025,161
    UNDERSCORE.VC FUND II, L.P. AT COST 108,735 176,620
    US RESEARCH EQUITY EXTENDED FUND, L.P. AT COST 44,151 997,398
    WELLINGTON INTERNATIONAL RESEARCH EQUITY EXTENDED FUND AT COST 2,088,016 1,878,485
    XFUND 2, L.P. AT COST 71,949 205,474
    XFUND 3 LP AT COST 24,149 15,096
    YIHENG CAPITAL OFFSHORE FUND AT COST 400,000 314,587
    YORKTOWN ENERGY PARTNERS XI, L.P. AT COST 134,279 280,151
    YORKTOWN ENERGY PARTNERS XII, L.P. AT COST 179,801 225,430
    CB OFFSHORE EQUITY OVERAGE FUND X, LP AT COST 13,937 15,865
    CB OFFSHORE EQUITY FUND X, LP AT COST 42,690 46,298
    ELEPHANT PARTNERS I, LP AT COST 56,982 259,141
    HOLDCO OPPORTUNITIES FUND II, L.P. AT COST 0 34,760
    QIMING US HEALTHCARE FUND III LP AT COST 21,357 18,043
    REVELATION HEALTHCARE FUND III, L.P. AT COST 70,811 74,811
    TIGER GLOBAL CROSSOVER, L.P. AT COST 992,718 605,164

    TY 2021 OtherAssetsSchedule
    Name:
    LURIE FAMILY FOUNDATION
    EIN:
    20-2741949
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    UWAGA FILM LLC 309,111 280,692 25,000
    TRADECRAFT FILMS LLC 139,208 196,423 25,000
    HUNDRED DAYS LLC 48,329 22,045 25,000
    69 HARLEM MUSIC LLC   17,582 25,000
    SUBLIME PRODUCTIONS LLC   266,000 266,000
    OYSTER PRODUCTIONS LLC   202,500 202,500


    TY 2021 OtherExpensesSchedule
    Name:
    LURIE FAMILY FOUNDATION
    EIN:
    20-2741949
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MA FILING FEE 125 0   125


    TY 2021 OtherIncomeSchedule2
    Name:
    LURIE FAMILY FOUNDATION
    EIN:
    20-2741949
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME FROM K-1S 183,579 176,502 183,579
    OTHER INCOME FROM OFFSHORE FUNDS 12,795 12,795 12,795
    GOULSTON & STORRS 3,930 3,930 3,930


    TY 2021 OtherIncreasesSchedule
    Name:
    LURIE FAMILY FOUNDATION
    EIN:
    20-2741949
    Description Amount
    RETURNED CONTRIBUTIONS 9,500
    RECOVERY FOR PROGRAM RELATED INVESTMENT 1,222,788


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    LURIE FAMILY FOUNDATION
    EIN:
    20-2741949
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GOULSTON & STORRS 35,319 20,535   14,784
    CAMBRIDGE ASSOCIATES 29,381 29,381   0
    INVESTMENT EXPENSES 246,159 239,194   0


    TY 2021 TaxesSchedule
    Name:
    LURIE FAMILY FOUNDATION
    EIN:
    20-2741949
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 24,675 24,675   0
    FEDERAL TAXES 30,000 0   0