Civic Intelligence

Lurie Family Foundation

EIN 20-2741949 • Boston, MA

Pub. 78 Eligible
Goulston Storrs Pc1 PO Sq FL 25Boston, MA 02109-2115
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Net Margin

1st percentile

-346%

Higher net margin than 1% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

8th percentile

-12%

Faster asset growth than 8% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$18,505,662

Up $367,514 (+2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$18,505,662

Up $367,514 (+2.0%) from 2023

Revenue

Up

$2,385,415

Up $1,687,861 (+242%) from 2023

Expenses

Down

$1,589,312

Down $1,519,829 (-49%) from 2023

Net Income

Up

$796,103

Up $3,207,690 (+133%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2012: $18,162,025Liabilities 2012: $02012Assets 2013: $18,841,680Liabilities 2013: $02013Assets 2014: $18,169,811Liabilities 2014: $02014Assets 2015: $18,606,803Liabilities 2015: $02015Assets 2019: $19,497,855Liabilities 2019: $02019Assets 2020: $19,883,994Liabilities 2020: $02020Assets 2021: $18,621,797Liabilities 2021: $0Net Assets 2021: $18,621,7972021Assets 2022: $20,689,736Liabilities 2022: $0Net Assets 2022: $20,689,7362022Assets 2023: $18,138,148Liabilities 2023: $0Net Assets 2023: $18,138,1482023Assets 2024: $18,505,662Liabilities 2024: $0Net Assets 2024: $18,505,6622024

Highlighted filing

2024

Assets$18,505,662
Liabilities$0
Net Assets$18,505,662

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2012: $1,919,799Expenses 2012: $1,167,550Net Income 2012: $752,2492012Revenue 2013: $1,894,360Expenses 2013: $1,534,722Net Income 2013: $359,6382013Revenue 2014: $558,054Expenses 2014: $1,323,673Net Income 2014: -$765,6192014Revenue 2015: $1,665,090Expenses 2015: $1,264,260Net Income 2015: $400,8302015Revenue 2019: $858,607Expenses 2019: $1,307,803Net Income 2019: -$449,1962019Revenue 2020: $767,017Expenses 2020: $432,810Net Income 2020: $334,2072020Revenue 2021: $998,731Expenses 2021: $815,688Net Income 2021: $183,0432021Revenue 2022: $2,157,197Expenses 2022: $1,321,546Net Income 2022: $835,6512022Revenue 2023: $697,554Expenses 2023: $3,109,141Net Income 2023: -$2,411,5872023Revenue 2024: $2,385,415Expenses 2024: $1,589,312Net Income 2024: $796,1032024

Highlighted filing

2024

Revenue$2,385,415
Expenses$1,589,312
Net Income$796,103

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY R LURIETrustee-$0--
RICHARD B DENNINGTrustee-$0--
JOSEPH M LECCESETrustee-$0--
LORI CHRISTINA WEISS LURIETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lurie Family Foundation
EIN
20-2741949
Phone
6174821776
Address
GOULSTON STORRS PC1 PO SQ FL 25, BOSTON, MA 02109-2115

Signing Officer

Name
Jeffrey R Lurie
Title
Trustee
Phone
6174821776
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
115 FEDERAL STREET SUITE 15, BOSTON, MA 02110
Preparer
Diana Cohen
Phone
6174372266
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6$384,750 SPENT ON AWARENESS FOR THE PERIOD 11/2021 - 6/2024, AS DETAILED IN THE ACCOUNT ACTIVITY REPORTS.THE DATES OF THE GRANTS ARE AS FOLLOWS:FEBRUARY 16, 2022 - $202,500JULY 20, 2023 - $121,500MAY 7, 2024 - $60,750
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABRAMS CAPITAL PARTNERS II, L.P.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ADDITION TWO, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BERKSHIRE FUND IX-A, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BRIGHTSTAR CAPITAL PARTNERS FUND II-A, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CB OFFSHORE EQUITY FUND IX LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CB OFFSHORE EQUITY FUND VIII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CB OFFSHORE EQUITY FUND X, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CB OFFSHORE EQUITY OVERAGE FUND X, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CB OP FEEDER III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CB OP FEEDER V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CB OP FEEDER VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12CB OP FEEDER VII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13CENTER ROCK FUND I-A LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14CHARLESBANK OFFSHORE EQUITY FUND IX LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15CHARLESRIVER INSTITUTIONAL FUND III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16CHESTNUT HEDGE FUND, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17COATUE OFFSHORE FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ELEPHANT PARTNERS I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ELEPHANT PARTNERS II-B, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ELEPHANT PARTNERS III-B, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21FIKA VENTURES II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22FORTRESS CREDIT OPPORTUNITIES FUND IV (A) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (A) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25GOF FEEDER A LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26GOF II FEEDER A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27GQG PARTNERS GLOBAL EQUITY FUND GQG PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28HILDENE OPPORTUNITIES OFFSHORE FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29HILLHOUSE FUND IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30HIMALAYA CAPITAL INVESTORS OFFSHORE LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31HOF III LIQUIDATING PARTNERSHIP LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32HOLDCO OPPORTUNITIES FUND II, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33HOLDCO OPPORTUNITIES FUND L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34IRM CORE BOND FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35LEERINK REVELATION HEALTHCARE FUND II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36LL MORTGAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37LL PRIVATE LENDING FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38MARCUS CAPITAL PARTNERS FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39NORTHGATE IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40OAKTREE VALUE EQUITY FUND (DELAWARE), L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41PALMER SQUARE ULTRA SHORT INVEST GRADE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42QIMING US HEALTHCARE FUND II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43QIMING US HEALTHCARE FUND III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44QIMING VENTURE PARTNERS V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45QIMING VENTURE PARTNERS VI LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46QIMING VENTURE PARTNERS VII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47RA CAPITAL HEALTHCARE INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48RA CAPITAL NEXUS INTL FUND II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49RA CAPITAL NEXUS INTL FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50REGENT OPPORTUNITY FUND IV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51REVELATION HEALTHCARE FUND III, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52TCG 3.0-B LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53THS KINGSWAY - FRONTIER CONSUMER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54TIGER GLOBAL CROSSOVER, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XIV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58TOP III DELAWARE AIV I-B, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59TOUCHSTONE SANDS CAPITAL EMERGING MKTS GRO FUND TCHSTN SND CPTL EMRNG MKT CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60TPG OPPORTUNITIES PARTNERS III (B), L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61TWO SIGMA ACTIVE EXTENSION ALL CAP EQUITY CAYMAN FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62TWO SIGMA INTERNATIONAL CORE FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63UNDERSCORE.VC FUND II, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64US RESEARCH EQUITY EXTENDED FUND, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65WELLINGTON INTERNATIONAL RESEARCH EQUITY EXTENDED FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66XFUND 2, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67XFUND 3 LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68YIHENG CAPITAL OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69YORKTOWN ENERGY PARTNERS XI, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70YORKTOWN ENERGY PARTNERS XII, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71YT XII RENEWABLE AIV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72ITE RAIL FEEDER FUND
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-10511

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