Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 07-01-2022 , and ending 06-30-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$25,330,459J 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 right arrow.............
3 Interest on savings and temporary cash investments 169,358 168,543  
4 Dividends and interest from securities... 214,323 213,833  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 173,018
b Gross sales price for all assets on line 6a 1,190,816
7 Capital gain net income (from Part IV, line 2)... 208,198
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
List of Attached Documents:
// Content
140,855 -24,633  
12 Total. Add lines 1 through 11........ 697,554 565,941  
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
List of Attached Documents:
// Content
25,967 12,984   12,983
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
340,447 323,388   13,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
89,727 19,727   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
List of Attached Documents:
// Content
250 0   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 456,391 356,099   26,233
25 Contributions, gifts, grants paid....... 2,652,750 2,652,750
26 Total expenses and disbursements. Add lines 24 and 25 3,109,141 356,099   2,678,983
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,411,587
b Net investment income (if negative, enter -0-) 209,842
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 1,230,830 43,931 43,931
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 18,473,664 Click to see attachment
List of Attached Documents:
// Content
17,033,361 		24,729,778
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
985,242 		Click to see attachment
List of Attached Documents:
// Content
1,060,856 		Click to see attachment
List of Attached Documents:
// Content
556,750
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,689,736 18,138,148 25,330,459
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 20,689,736 18,138,148
29 Total net assets or fund balances (see instructions)..... 20,689,736 18,138,148
30 Total liabilities and net assets/fund balances (see instructions). 20,689,736 18,138,148
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
20,689,736
2
Enter amount from Part I, line 27a .....................
2
-2,411,587
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,278,149
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
140,001
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,138,148
Form 990-PF (2022)
Form 990-PF (2022)
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   2023-06-30
b ABRAMS CAPITAL PARTNERS II, L.P. P   2023-06-30
c CB OFFSHORE EQUITY FUND VIII, LP P   2023-06-30
d CB OFFSHORE EQUITY FUND IX LP P   2023-06-30
e CB OP FEEDER V-B, LP P   2023-06-30
CHARLES RIVER INSTITUTIONAL FUND III, LP P   2023-06-30
ELEPHANT PARTNERS I, LP P   2023-06-30
ELEPHANT PARTNERS II-B, LP P   2023-06-30
FIKA VENTURES II LP P   2023-06-30
FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP P   2023-06-30
FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (A) LP P   2023-06-30
GQG PARTNERS GLOBAL EQUITY FUND GQG PARTNERS SERIES LLC P   2023-06-30
HILLHOUSE FUND IV LP P   2023-06-30
HOF III LIQUIDATING PARTNERSHIP LP P   2023-06-30
HOLDCO OPPORTUNITIES FUND, L.P. P   2023-06-30
HOLDCO OPPORTUNITIES FUND II, L.P. P   2023-06-30
HOLDCO OPPORTUNITIES FUND III L.P. P   2023-06-30
IRM CORE BOND FUND LLC P   2023-06-30
LL MORTGAGE FUND LP P   2023-06-30
NORTHGATE IV, LP P   2023-06-30
OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. P   2023-06-30
QIMING US HEALTHCARE FUND II LP P   2023-06-30
QIMING US HEALTHCARE FUND III LP P   2023-06-30
QIMING VENTURE PARTNERS V, LP P   2023-06-30
QIMING VENTURE PARTNERS VI, LP P   2023-06-30
QIMING VENTURE PARTNERS VII, LP P   2023-06-30
REVELATION HEALTHCARE FUND II LP (LEERINK ) P   2023-06-30
TIGER GLOBAL CROSSOVER, L.P. P   2023-06-30
UNDERSCORE VC FUND II, L.P. P   2023-06-30
US RESEARCH EQUITY EXTENDED FUND, L.P. C/O WELLINGTON MANAGEMENT COMPANY LLP P   2023-06-30
INTERNATIONAL RESEARCH EQUITY EXTENDED FUND C/O WELLINGTON MANAGEMENT COMPAN P   2023-06-30
XFUND 2, L.P. CLASS B P   2023-06-30
YORKTOWN ENERGY PARTNERS XI, L.P. P   2023-06-30
YORKTOWN ENERGY PARTNERS XII, L.P. P   2023-06-30
YT XII RENEWABLE AIV LP P   2023-06-30
BERKSHIRE FUND IX-A (IND), L.P. P   2023-06-30
SIXTH STREET OPPORTUNITIES PARTNERS III (B), L.P. (FKATPG OPPORTUNITIES PART P   2023-06-30
FORTRESS CREDIT OPPORTUNITIES FUND IV (A) LP P   2023-06-30
ADDITION ONE, L.P. P   2023-06-30
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI, LP P   2023-06-30
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, LP P   2023-06-30
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV, LP P   2023-06-30
JP MORGAN STRATEGIC INCOME OPPS SEL P   2023-06-30
CB OP FEEDER I, LP P   2023-06-30
CB OP AGGREGATOR II-B, LP P   2023-06-30
PALMER SQUARE ULTRA SHORT INVEST GRADE FUND P   2023-06-30
BERKSHIRE FUND IX-A IND VP AIV, L.P. P   2023-06-30
GOF FEEDER A LP P   2023-06-30
(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 11,199   15,695 -4,496
b 13,266   2,779 10,487
c 11     11
d 12,462     12,462
e 1     1
20,291     20,291
121,835     121,835
    97 -97
37     37
2,701     2,701
    358 -358
    37,613 -37,613
4,042     4,042
105,428     105,428
12,641     12,641
2,809     2,809
16,635     16,635
    55,704 -55,704
    1,674 -1,674
12,221     12,221
138,072     138,072
2,518     2,518
    1,134 -1,134
3,525     3,525
    2,433 -2,433
    6 -6
11,097     11,097
    286,374 -286,374
3,691     3,691
2,239     2,239
    18,679 -18,679
3,116     3,116
4,062     4,062
1,416     1,416
642     642
35,234     35,234
6,167     6,167
5,882     5,882
    1,776 -1,776
10,991     10,991
10,609     10,609
    974 -974
545,563   557,322 -11,759
26     26
3     3
124     124
39     39
70,221     70,221
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       -4,496
b       10,487
c       11
d       12,462
e       1
      20,291
      121,835
      -97
      37
      2,701
      -358
      -37,613
      4,042
      105,428
      12,641
      2,809
      16,635
      -55,704
      -1,674
      12,221
      138,072
      2,518
      -1,134
      3,525
      -2,433
      -6
      11,097
      -286,374
      3,691
      2,239
      -18,679
      3,116
      4,062
      1,416
      642
      35,234
      6,167
      5,882
      -1,776
      10,991
      10,609
      -974
      -11,759
      26
      3
      124
      39
      70,221
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 2 208,198
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 2,917
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 2,917
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 2,917
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 74,187
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 74,187
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 71,270
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow71,270 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMA
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowRICHARD B DENNING Telephone no.right arrow (781) 237-1311

Located atright arrowC/O NLM FOUNDATION 60 WILLIAMSSTREET SUITE 110WELLESLEYMA ZIP+4right arrow02481
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
List of Attached Documents:
// Content
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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 LLCTO RAISE AWARENESS OF THE INCREASING INTERSECTION OF RELIGION AND POLITICS IN BRAZIL. 33,250
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow33,250
Form 990-PF (2022)
Form 990-PF (2022)
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
25,780,892
b
Average of monthly cash balances.......................
1b
659,126
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
26,440,018
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
26,440,018
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
396,600
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
26,043,418
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,302,171
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
1,302,171
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,917
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,917
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,299,254
4
Recoveries of amounts treated as qualifying distributions................
4
198,708
5
Add lines 3 and 4............................
5
1,497,962
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
1,497,962
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
2,678,983
b
Program-related investments—total from Part VIII-B..................
1b
33,250
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
2,712,233
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,497,962
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 2,685,154
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,712,233
a Applied to 2021, but not more than line 2a 2,685,154
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 2022 distributable amount..... 27,079
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		1,470,883
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

A STEP UP ACADEMY INC

520 MEETINGHOUSE RD
JENKINTOWN,PA19046 		NONE PC EDUCATIONAL 10,000

AMERICAN DOCUMENTARY INC

20 JAY STREET SUITE 937
BROOKLYN,NY11201 		NONE PC CULTURAL 5,000

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		NONE PC GENERAL WELFARE 12,500

AUDUBON FLORIDA

4500 BISCAYNE BOULEVARD SUITE 350
MIAMI,FL33137 		NONE PC GENERAL WELFARE 5,000

BOYS LATIN OF PHILADELPHIA CHARTER SCHOOL

5501 CEDAR AVE
PHILADELPHIA,PA19143 		NONE PC EDUCATIONAL 2,500

BREAKTHROUGH GREATER BOSTON

THE FOUNDRY 101 RODGERS STREET
CAMBRIDGE,MA02142 		NONE PC GENERAL WELFARE 20,000

BROWN GIRLS DOC MAFIA

101 MADONNA LANE
NEWBURY PARK,CA91320 		NONE PC GENERAL WELFARE 5,000

CHILDREN'S CRISIS TREATMENT CENTER

1823 CALLOWHILL STREET
PHILADELPHIA,PA19130 		NONE PC GENERAL WELFARE 5,000

CHILDRENS HOSPITAL OF PHILADELPHIA

PO BOX 781352
PHILADELPHIA,PA19178 		NONE PC GENERAL WELFARE 200,000

CHILDRENS HOSPITAL OF PHILADELPHIA

PO BOX 781352
PHILADELPHIA,PA19178 		NONE PC DANA-FARBER MARATHON CHALLENGE 500,000

CHILDRENS HOSPITAL OF PHILADELPHIA

PO BOX 781352
PHILADELPHIA,PA19178 		NONE PC GENERAL WELFARE 4,000

CLARK UNIVERSITY

950 MAIN STREET
WORCESTER,MA01610 		NONE PC EDUCATIONAL 25,000

DANA-FARBER CANCER INSTITUTE

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA02445 		NONE PC MEDICAL 5,000

ELS FOR AUTISM FOUNDATION

18370 LIMESTONE CREEK RD
JUPITER,FL33458 		NONE PC GENERAL WELFARE 10,000

EMMANUEL COLLEGE

400 THE FENWAY
BOSTON,MA02115 		NONE PC EDUCATIONAL 2,500

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

C/O GELLER COMPANY 909 THIRD AVENUE
16TH FLOOR
NEW YORK,NY10022 		NONE PC GENERAL WELFARE 10,000

EXCEPTIONAL MINDS

14144 VENTURA BOULEVARD SUITE 100
SHERMAN OAKS,CA91423 		NONE PC CULTURAL 25,000

FACING HISTORY AND OURSELVES

89 SOUTH STREET SUITE 401
BOSTON,MA02111 		NONE PC GENERAL WELFARE 10,000

FRAXA RESEARCH FOUNDATION INC

46 LOVELL RD
WATERTOWN,MA02472 		NONE PC MEDICAL 25,000

FRIENDS OF PALM BEACH

120 SOUTH OLIVE AVENUE SUITE 602
WEST PALM BEACH,FL33401 		NONE PC GENERAL WELFARE 5,000

GARCES FOUNDATION

1901 SOUTH 9TH STREET ROOM 205
PHILADELPHIA,PA19148 		NONE PC GENERAL WELFARE 5,000

GOLDMAN SACHS PHILANTHROPY FUND

PO BOX 15203
ALBANY,NY12212 		NONE PC GENERAL WELFARE 1,528,751

HOYT LIBRARY

284 WYOMING AVENUE
KINGSTON,PA187043503 		NONE PC GENERAL WELFARE 5,000

INTERNATIONAL DOCUMENTARY ASSOCIATION INC

3600 WILSHIRE BOULEVARD SUITE 1810
LOS ANGELES,CA90010 		NONE PC CULTURAL 5,000

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY101681289 		NONE PC GENERAL WELFARE 2,500

ISLAND AUTISM GROUP INC

153 OTIS BASSET ROAD
WEST TISBURY,MA02575 		NONE PC GENERAL WELFARE 20,000

JEWISH FEDERATION OF PALM BEACH COUNTY INC

1 HARVARD CIRCLE 100
WEST PALM BEACH,FL33409 		NONE PC GENERAL WELFARE 10,000

KARTEMQUIN EDUCATIONAL FILMS

1901 WEST WELLINGTON AVENUE
CHICAGO,IL606574029 		NONE PC CULTURAL 5,000

MARTHAS VINEYARD FILM SOCIETY INC

PO BOX 4423
VINEYARD HAVEN,MA02568 		NONE PC CULTURAL 10,000

MARTHAS VINEYARD HOSPITAL INC

1 HOSPITAL RD PO BOX 1477
OAK BLUFFS,MA02557 		NONE PC MEDICAL 3,500

MEDERI FOUNDATION

478 RUSSEL STREET SUITE 103
ASHLAND,OR97520 		NONE PC GENERAL WELFARE 10,000

MV YOUTH

PO BOX 65
CHILMARK,MA02535 		NONE PC GENERAL WELFARE 1,999

MV YOUTH

PO BOX 65
CHILMARK,MA02535 		NONE PC GENERAL WELFARE 25,000

PALM BEACH COUNTRY CLUB FOUNDATION INC

760 NORTH OCEAN BOULEVARD
PALM BEACH,FL33480 		NONE PC GENERAL WELFARE 2,000

PAN MASS CHALLENGE

77 FOURTH AVE
NEEDHAM,MA02494 		NONE PC GENERAL WELFARE 5,000

PEGASUS THERAPEUTIC RIDING ACADEMY INC

8297 BUSTLETON AVE
PHILADELPHIA,PA19152 		NONE PC GENERAL WELFARE 2,500

PHILADELPHIA MUSEUM OF ART

2600 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19130 		NONE PC CULTURAL 10,000

PHILADELPHIA ORCHESTRA ASSOCIATION

1 S BROAD STREET 14TH FL
PHILADELPHIA,PA19107 		NONE PC CULTURAL 10,000

PROJECT HOME

1515 FAIRMOUNT AVENUE
PHILADELPHIA,PA19130 		NONE PC GENERAL WELFARE 50,000

SEATTLE FOUNDATION

1601 FIFTH AVENUE SUITE 1900
SEATTLE,WA981013615 		NONE PC CULTURAL 5,000

ST JOSEPHS UNIVERSITY

5600 CITY AVE
PHILADELPHIA,PA19131 		NONE PC EDUCATIONAL 7,500

SUNDANCE INSTITUTE

1500 KEARNS BOULEVARD SUITE B110
PARK CITY,UT84060 		NONE PC CULTURAL 10,000

THE CAMERON M NEELY FOUNDATION FOR CANCER CARE INC

30 WINTER STREET 2ND FLOOR
BOSTON,MA02108 		NONE PC MEDICAL 5,000

TOWN OF PALM BEACH UNITED WAY

44 COCOANUT ROW M-201
PALM BEACH,FL33480 		NONE PC GENERAL WELFARE 2,000

UPLIFT CENTER FOR GRIEVING CHILDREN

3300 HENRY AVE SUITE 102
PHILADELPHIA,PA19129 		NONE PC GENERAL WELFARE 10,000

VETRI FOUNDATION FOR CHILDREN

211 NORTH 13TH STREET
PHILADELPHIA,PA19107 		NONE PC GENERAL WELFARE 5,000

VINEYARD GOLF CLUB FOUNDATION

100 CLUBHOUSE LANE
EDGARTOWN,MA02539 		NONE PC GENERAL WELFARE 500

YMCA OF MV

111R EDGARTOWN VINEYARD HAVEN RD
VINEYARD HAVEN,MA02568 		NONE PC GENERAL WELFARE 10,000
Total .................................right arrow 3a 2,652,750
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		900001 816 14 168,543  
4 Dividends and interest from securities .... 900001 490 14 213,833  
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 .....     14 204,610  
8 Gain or (loss) from sales of assets other than
inventory ............ 		900001 -35,181 18 208,198  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME FROM INVESTMENTS 		900001 -33,220 14 -30,535  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -67,095 764,649 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
697,554
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
LURIE FAMILY FOUNDATION
EIN:
20-2741949
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 25,967 12,984   12,983

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

TY 2022 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 		2021-11-09 332,500 TO RAISE AWARENESS OF THE INCREASING INTERSECTION OF RELIGION AND POLITICS IN BRAZIL. 299,250 NO DIVERSION OF FUNDS NOVEMBER 17, 2022; APRIL 25, 2024 2024-04-25 $299,250 SPENT ON PRODUCTION EXPENSES FOR THE PERIOD 11/2021 - 6/2023, 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 2022 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 70,570 147,283
ADDITION ONE, L.P. AT COST 141,438 229,571
ADDITION TWO, L.P. AT COST 166,503 187,676
BERKSHIRE FUND IX-A, LP AT COST 135,202 219,191
BRIGHTSTAR CAPITAL PARTNERS FUND II-A, LP AT COST 122,181 186,238
CB OFFSHORE EQUITY FUND IX LP AT COST 0 31,674
CB OFFSHORE EQUITY FUND VIII, LP AT COST 194,627 168,488
CB OP FEEDER II, LP AT COST 6 0
CB OP FEEDER III, LP AT COST 481 0
CB OP FEEDER V, LP AT COST 11,636 0
CB OP FEEDER VI, LP AT COST 3,343 0
CB OP FEEDER VII, LP AT COST 8,460 0
CENTER ROCK FUND I-A LP AT COST 158,268 244,245
CHARLESBANK OFFSHORE EQUITY FUND IX LTD AT COST 138,407 208,764
CHARLESRIVER INSTITUTIONAL FUND III, LP AT COST 62,142 95,328
CHESTNUT HEDGE FUND, LLC AT COST 210,000 487,350
COATUE OFFSHORE FUND LTD AT COST 400,000 613,353
ELEPHANT PARTNERS II-B, LP AT COST 100,865 275,739
ELEPHANT PARTNERS III-B, LP AT COST 227,642 297,239
FIKA VENTURES II AT COST 110,129 208,810
FORTRESS CREDIT OPPORTUNITIES FUND IV (A) LP AT COST 224,219 276,621
FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP AT COST 172,557 215,567
FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (A) LP AT COST 134,113 106,706
GLENDON OPPORTUNITIES FUND LP AT COST 0 129,814
GOF II FEEDER A AT COST 255,000 344,113
GQG PARTNERS GLOBAL EQUITY FUND GQG PARTNERS AT COST 659,314 789,365
HILDENE OPPORTUNITIES OFFSHORE FUND LTD AT COST 222,360 570,182
HILLHOUSE FUND IV LP AT COST 194,429 266,022
HIMALAYA CAPITAL INVESTORS OFFSHORE LP AT COST 325,000 341,251
HOF III LIQUIDATING PARTNERSHIP LP AT COST 105,738 56,834
HOLDCO OPPORTUNITIES FUND II L.P. AT COST 0 32,032
HOLDCO OPPORTUNITIES FUND L.P. AT COST 68,262 3,045
IRM CORE BOND FUND LLC AT COST 837,102 288,195
LEERINK REVELATION HEALTHCARE FUND II LP AT COST 57,758 119,481
LL MORTGAGE AT COST 533,427 524,824
LL PRIVATE LENDING FUND AT COST 582,858 594,966
MARCUS CAPITAL PARTNERS FUND II, LP AT COST 68,873 70,287
NORTHGATE IV, LP AT COST 152,778 285,853
OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. AT COST 0 288,372
PALMER SQUARE ULTRA SHORT INVEST GRADE FUND AT COST 1,011,913 1,008,979
QIMING US HEALTHCARE FUND II LP AT COST 184,690 219,663
QIMING VENTURE PARTNERS V, LP AT COST 84,668 175,652
QIMING VENTURE PARTNERS VI LP AT COST 92,109 157,505
QIMING VENTURE PARTNERS VII, LP AT COST 90,430 113,653
RA CAPITAL HEALTHCARE INTL AT COST 450,000 527,563
RA CAPITAL NEXUS INTL FUND II LP AT COST 270,405 283,430
RA CAPITAL NEXUS INTL FUND LP AT COST 200,710 231,567
REGENT OPPORTUNITY FUND IV LLC AT COST 148,536 151,120
TCG 3.0-B LP AT COST 71,268 58,864
THS KINGSWAY - FRONTIER CONSUMER FUND AT COST 285,259 248,158
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI, LP AT COST 188,196 272,910
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, LP AT COST 171,647 215,080
TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV, LP AT COST 189,085 164,753
TOP III DELAWARE AIV I-B, L.P. AT COST 10,183 0
TOUCHSTONE SANDS CAPITAL EMERGING MKTS GRO FUND TCHSTN SND CPTL EMRNG MKT CL AT COST 562,104 351,445
TPG OPPORTUNITIES PARTNERS III (B), L.P. AT COST 58,791 56,748
TWO SIGMA ACTIVE EXTENSION ALL CAP EQUITY CAYMAN FUND LTD AT COST 1,000,100 4,808,786
TWO SIGMA INTERNATIONAL CORE FUND LP AT COST 1,086,067 1,189,391
UNDERSCORE.VC FUND II, L.P. AT COST 115,390 189,825
US RESEARCH EQUITY EXTENDED FUND, L.P. AT COST 52,953 1,113,263
WELLINGTON INTERNATIONAL RESEARCH EQUITY EXTENDED FUND AT COST 2,090,510 2,164,621
XFUND 2, L.P. AT COST 73,395 188,374
XFUND 3 LP AT COST 27,839 27,685
YIHENG CAPITAL OFFSHORE FUND AT COST 400,000 360,929
YORKTOWN ENERGY PARTNERS XI, L.P. AT COST 130,659 260,168
YORKTOWN ENERGY PARTNERS XII, L.P. AT COST 181,885 305,358
CB OFFSHORE EQUITY OVERAGE FUND X, LP AT COST 34,152 36,986
CB OFFSHORE EQUITY FUND X, LP AT COST 80,203 98,307
ELEPHANT PARTNERS I, LP AT COST 0 188,858
QIMING US HEALTHCARE FUND III LP AT COST 32,827 25,604
REVELATION HEALTHCARE FUND III, L.P. AT COST 139,316 118,088
TIGER GLOBAL CROSSOVER, L.P. AT COST 662,383 511,966

TY 2022 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 280,692 179,156 15,000
TRADECRAFT FILMS LLC 196,423 194,027 15,000
HUNDRED DAYS LLC 22,045 168,252 25,000
69 HARLEM MUSIC LLC 17,582 17,671 0
SUBLIME PRODUCTIONS LLC 266,000 299,250 299,250
OYSTER PRODUCTIONS LLC 202,500 202,500 202,500


TY 2022 OtherDecreasesSchedule
Name:
LURIE FAMILY FOUNDATION
EIN:
20-2741949
Description Amount
COST ADJUSTMENT 140,001


TY 2022 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 250 0   250


TY 2022 OtherIncomeSchedule2
Name:
LURIE FAMILY FOUNDATION
EIN:
20-2741949
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM OFFSHORE FUNDS 897 897 897
GOULSTON & STORRS 5,005 5,005 5,005
RECOVERIES OF PRI 198,708 0 198,708
OTHER INCOME FROM INVESTMENTS -63,755 -30,535 -63,755


TY 2022 OtherProfessionalFeesSchedule
Name:
LURIE FAMILY FOUNDATION
EIN:
20-2741949
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GOULSTON & STORRS 25,999 12,999   13,000
CAMBRIDGE ASSOCIATES 44,030 44,030   0
INVESTMENT EXPENSES 270,418 266,359   0


TY 2022 TaxesSchedule
Name:
LURIE FAMILY FOUNDATION
EIN:
20-2741949
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 19,727 19,727   0
FEDERAL TAXES 70,000 0   0