Nonprofit · EIN 13-3316656
HELEN & RITA LURIE FOUNDATION
Tax-exempt · NEW YORK, NY 10004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $725,373 | $781,968 | -$56,595 | $7,618,928 | $0 | $7,618,928 |
| October 31, 2024 | 990-PF | $925,921 | $777,823 | $148,098 | $7,675,523 | $0 | $7,675,523 |
| October 31, 2023 | 990-PF | $751,399 | $811,463 | -$60,064 | $7,527,425 | $0 | $7,527,425 |
| October 31, 2021 | 990-PF | $1,707,775 | $717,182 | $990,593 | $8,256,224 | $0 | $8,256,224 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $399,624
- Interest
- $57
- Net gain from sales of assets
- $325,692
Expenses
- Grants and similar amounts paid
- $676,400
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $676,400
- Excise tax on investment income
- $8,787
Balance sheet and other
- Total assets, start of year
- $7,675,523
- Total assets, end of year
- $7,618,928
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,618,928
- Fair market value of assets
- $16,003,840
- Qualifying distributions
- $676,400
- Net investment income
- $725,373
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN B LESK C/O FRIED FRANK ET AL, ONE NEW YORK PLAZA NEW, NY 10004 | PRESIDENT | 5 | $0 |
| EMILY JOHNSON C/O FRIED FRANK ET AL, ONE NEW YORK PLAZA NEW, NY 10004 | VICE PRESIDENT | 1 | $0 |
| HOWARD LUBCHER 126 EAST 56TH ST - 3RD FL, NEW YORK, NY 10022 | SECRETARY & TREASURER | 2 | $0 |
990-PF for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN B LESK C/O FRIED FRANK ET AL, ONE NEW YORK PLAZA NEW, NY 10004 | PRESIDENT | 5 | $0 |
| EMILY JOHNSON C/O FRIED FRANK ET AL, ONE NEW YORK PLAZA NEW, NY 10004 | VICE PRESIDENT | 1 | $0 |
| HOWARD LUBCHER 126 EAST 56TH ST - 3RD FL, NEW YORK, NY 10022 | SECRETARY & TREASURER | 2 | $0 |
990-PF for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN B LESK C/O FRIED FRANK ET AL, ONE NEW YORK PLAZA NEW, NY 10004 | PRESIDENT | 5 | $0 |
| EMILY JOHNSON C/O FRIED FRANK ET AL, ONE NEW YORK PLAZA NEW, NY 10004 | VICE PRESIDENT | 1 | $0 |
| HOWARD LUBCHER 126 EAST 56TH ST - 3RD FL, NEW YORK, NY 10022 | SECRETARY & TREASURER | 2 | $0 |
990-PF for the year ended October 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FREDERICK LUBCHER DECEASED 112920 C/O FRIED FRANK ET AL, ONE NEW YORK PLAZA NEW, NY 10004 | SEC-TREASURER | 5 | $6,000 |
| ANN B LESK C/O FRIED FRANK ET AL, ONE NEW YORK PLAZA NEW, NY 10004 | PRESIDENT | 5 | $0 |
| EMILY JOHNSON C/O FRIED FRANK ET AL ATT F LUBCHER, ONE NEW YORK PLAZA NEW, NY 10004 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- A LESK-FRIED FRANK1 NEW YORK PZA, NEW YORK, NY 10004-0000
- In care of
- % FRIED FRANK ET AL
- Signed the 990-PF
- HOWARD LUBCHER, TREASURER
- Phone
- (212) 859-8070
- Return prepared by
- LUBCHER & GANIS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3316656
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1986
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,618,928
- Income (IRS master file)
- $4,186,740
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $725,373 | $781,968 | $7,618,928 | XML |
| 990-PF | October 2024 | $925,921 | $777,823 | $7,675,523 | XML |
| 990-PF | October 2023 | $751,399 | $811,463 | $7,527,425 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | $1,707,775 | $717,182 | $8,256,224 | XML |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3316656).
Questions about HELEN & RITA LURIE FOUNDATION
- What is the EIN of HELEN & RITA LURIE FOUNDATION?
- The employer identification number (EIN) of HELEN & RITA LURIE FOUNDATION is 13-3316656.
- Is HELEN & RITA LURIE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to HELEN & RITA LURIE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN & RITA LURIE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN & RITA LURIE FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN & RITA LURIE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of HELEN & RITA LURIE FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HELEN & RITA LURIE FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $725,373, expenses of $781,968 and total assets of $7,618,928 at year end.
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