Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
Judd Leighton Foundation Inc
 
% CHARLES NELSON
Number and street (or P.O. box number if mail is not delivered to street address)211 West Washington AvenueSuite 2400Room/suite
City or town, state, and ZIP code
South Bend, IN46601
A Employer identification number

35-2120550
B Telephone number (see instructions)

(574) 232-5970
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$97,051,165J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see 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) 1,525,500
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 2,585,677 2,585,677  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 503,801
b Gross sales price for all assets on line 6a 21,751,389
7 Capital gain net income (from Part IV, line 2)... 503,801
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 96,470 115,776  
12 Total. Add lines 1 through 11........ 4,711,448 3,205,254  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 371,000 185,500   185,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 39,274 19,637 0 19,637
b Accounting fees (attach schedule)....... Click to see attachment 50,960 25,480 0 25,480
c Other professional fees (attach schedule).... Click to see attachment 720,384 720,384    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 61,507 21,990   8,517
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 798 399   399
21 Travel, conferences, and meetings....... 51,799 25,900   25,899
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,090 4,198   892
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,300,812 1,003,488 0 266,324
25 Contributions, gifts, grants paid........ 4,501,209 4,501,209
26 Total expenses and disbursements. Add lines 24 and 25 5,802,021 1,003,488 0 4,767,533
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,090,573
b Net investment income (if negative, enter -0-) 2,201,766
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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............... 698,518 291,887 291,887
2 Savings and temporary cash investments.......... 1,184,012 1,636,579 1,636,579
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 3,605,615 2,037,922 2,037,922
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 35,479,801 Click to see attachment37,767,342 42,780,839
c Investments—corporate bonds (attach schedule)........ 17,919,583 Click to see attachment16,004,651 17,479,683
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 28,376,035 Click to see attachment26,866,917 30,055,981
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment0 Click to see attachment2,768,274
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 87,263,564 84,605,298 97,051,165
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 81,205,471 79,872,233
25 Temporarily restricted................ 6,058,093 4,733,065
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 87,263,564 84,605,298
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 87,263,564 84,605,298
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 87,263,564
2 Enter amount from Part I, line 27a..................... 2 -1,090,573
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 86,172,991
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,567,693
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 84,605,298
Form 990-PF (2012)
Form 990-PF (2012)
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 BHP BILLITON LTD P 2012-03-27 2012-07-12
b EXXON MOBIL CORPORATION P 2011-11-17 2012-01-27
c FORD MOTOR COMPANY P 2011-11-17 2012-09-26
d FORWARD COMMODITY P 2012-03-05 2012-10-12
e GOLDMAN SACHS COMMODITY P   2012-03-05
ILLINOIS TOOL WORKS INC P 2011-08-12 2012-05-14
MERK ABSOLUTE RETURN P 2011-09-07 2012-08-29
PIMCO EXCH TRADED FUND P 2011-09-28 2012-01-27
STRYKER CORP P 2011-10-26 2012-10-23
XEROX CORP P 2012-03-27 2012-10-23
BANK OF AMERICA CORP P 2005-12-19 2012-03-27
BHP BILLITON LTD P 2010-09-23 2012-07-12
COLUMBIA ACORN INTL FD P   2012-04-10
COMCAST CORP P 2010-09-24 2012-10-23
DIAGEO PLC NEW ADR P 2010-09-24 2012-02-27
FIRST EAGLE OVERSEAS P 2010-11-24 2012-04-10
FORD MOTOR CO P 2010-10-26 2012-05-14
FORD MOTOR COMPANY P 2010-10-26 2012-09-26
FORWARD COMMODITY LONG P 2011-09-13 2012-10-12
FORWARD TACTICAL GROWTH P   2012-11-13
INTL BUSINESS MACHINES P 2005-12-19 2012-03-27
JOHNSON & JOHNSON P 2005-12-19 2012-10-23
JPMORGAN CHASE & CO P 2005-12-19 2012-01-27
JPMORGAN HIGHBRIDGE STATISTICAL P   2012-04-02
LOOMIS SAYLES BOND FUND P   2012-07-11
MERK ABSOLUTE RETURN P 2011-08-16 2012-08-19
OAKMARK INTL SMALL CAP P 2009-07-09 2012-04-10
PIMCO TOTAL RETURN FUND P   2012-07-11
PRIMECAP ODYSSEY AGGR GROWTH FD P   2012-07-11
ROYCE SPECIAL EQUITY FD P   2012-11-13
STRYKER CORP P 2010-09-23 2012-10-23
VERIZON COMMUNICATIONS P 2010-09-23 2012-02-27
FIRST EAGLE OVERSEAS CAPITAL GAIN DISTRIBUTION P    
PIMCO TOTAL RETURN FUND CAPITAL GAIN DISTRIBUTION P    
PIMCO EMRG MKTS BD INST CAPITAL GAIN DISTRIBUTION P    
PIMCO FOREIGN BOND FD CAPITAL GAIN DISTRIBUTION P    
PIMCO UNCONSTRAINED BD CAPITAL GAIN DISTRIBUTION P    
ROYCE SPECIAL EQUITY FD CAPITAL GAIN DISTRIBUTION P    
VANGUARD INFLATION CAPITAL GAIN DISTRIBUTION P    
VANGUARD GNMA FUND CAPITAL GAIN DISTRIBUTION P    
GS WEST STREET PORTFOLIOS P    
GS MORTGAGE CREDIT OPP. FUND P    
(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 307,714   372,140 -64,426
b 431,483   387,551 43,932
c 301,790   321,227 -19,437
d 426,621   500,000 -73,379
e 993,051   1,007,914 -14,863
1,114,909   863,001 251,908
222,195   250,000 -27,805
703,478   706,278 -2,800
130,435   120,805 9,630
785,306   950,095 -164,789
242,737   1,163,750 -921,013
461,465   513,629 -52,164
1,100,000   1,030,956 69,044
362,584   185,104 177,480
948,243   697,078 251,165
399,980   415,531 -15,551
45,795   146,259 -100,464
503,002   714,009 -211,007
405,270   499,943 -94,673
1,003,473   1,000,000 3,473
817,192   332,500 484,692
710,707   615,500 95,207
373,084   397,000 -23,916
1,878,172   2,000,000 -121,828
499,980   505,328 -5,348
658,500   750,000 -91,500
600,000   386,471 213,529
499,980   459,604 40,376
1,499,960   1,200,417 299,543
249,980   228,706 21,274
782,781   742,666 40,115
1,143,075   869,543 273,532
72,399     72,399
19,488     19,488
1,429     1,429
11,294     11,294
1,839     1,839
101,776     101,776
17,227     17,227
8,412     8,412
367,631   367,631  
546,952   546,952  
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       -64,426
b       43,932
c       -19,437
d       -73,379
e       -14,863
      251,908
      -27,805
      -2,800
      9,630
      -164,789
      -921,013
      -52,164
      69,044
      177,480
      251,165
      -15,551
      -100,464
      -211,007
      -94,673
      3,473
      484,692
      95,207
      -23,916
      -121,828
      -5,348
      -91,500
      213,529
      40,376
      299,543
      21,274
      40,115
      273,532
      72,399
      19,488
      1,429
      11,294
      1,839
      101,776
      17,227
      8,412
       
       
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 2 503,801
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  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 4,221,550 85,412,698 0.049425
2010 5,234,873 76,254,539 0.06865
2009 2,049,744 57,428,633 0.035692
2008 391,879 24,826,223 0.015785
2007 1,673,914 29,494,487 0.056753
2 Total of line 1, column (d) ...................... 2 0.226305
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.045261
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 85,831,666
5 Multiply line 4 by line 3....................... 5 3,884,827
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 22,018
7 Add lines 5 and 6......................... 7 3,906,845
8 Enter qualifying distributions from Part XII, line 4.............. 8 4,767,533
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 22,018
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 22,018
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,018
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 28,272
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,272
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
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 6,254
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet6,254 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see 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 instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.JUDDLEIGHTONFOUNDATION.ORG
    14
    The books are in care ofbulletCHARLES NELSON Telephone no.bullet (574) 232-5970
    Located atbullet211 W WASHINGTON AVENUE SUITE 240SOUTH BENDIN ZIP+4bullet46601
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 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 2012.)....................
    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 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see 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
    JAMES F KEENAN President/Treasurer
    12.0     		105,000    
    211 West Washington Avenue
    South Bend,IN46601
    MARY STANFIELD Director
    3.0     		33,000    
    211 West Washington Avenue
    South Bend,IN46601
    JOHN M PYCIK VICE PRESIDENT/SECRETARY
    3.0     		45,000    
    211 West Washington Avenue
    South Bend,IN46601
    DONALD F WALTER DIRECTOR
    3.0     		45,000    
    211 West Washington Avenue
    South Bend,IN46601
    CHARLES NELSON EXECUTIVE DIRECTOR
    40.0     		143,000    
    211 West Washington Avenue
    South Bend,IN46601
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
    Walter & Keenan Financial Consulting Financial Management 720,384
    211 W Washington Suite 2400
    SOUTH BEND,IN46601
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-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  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see 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
    84,532,165
    b
    Average of monthly cash balances.......................
    1b
    2,606,582
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    87,138,747
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    87,138,747
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,307,081
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    85,831,666
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,291,583
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,291,583
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    22,018
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,018
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,269,565
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    4,269,565
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    4,269,565
    Part XII
    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
    4,767,533
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,767,533
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    22,018
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,745,515
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 4,269,565
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 0
    b Total for prior years:2010, 2009, 2008 0
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010....... 408,813
    e From 2011.......  
    fTotal of lines 3a through e......... 408,813
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 4,767,533
    a Applied to 2011, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 4,269,565
    e Remaining amount distributed out of corpus 497,968
    5 Excess distributions carryover applied to 2012.    
    (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 5 906,781
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		906,781
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010.... 408,813
    d Excess from 2011....  
    e Excess from 2012.... 497,968
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see 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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    Charles Nelson
    211 W WASHINGTON AVE SUITE 2400
    SOUTH BEND,IN46601
    (574) 232-5970
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT APPLICANTS SHOULD REVIEW THE GRANT GUIDELINES FOUND ON THE FOUNDATION WEBSITE AT JUDDLEIGHTONFOUNDATION.ORG. PARTICULAR ATTENTION SHOULD BE PAID TO THE FOUNDATION'S PRIMARY FOCUS AREAS. APPLICANTS SHOULD CLEARLY STATE IN THEIR APPLICATION HOW THEIR PROPOSAL MEETS THE FOUNDATION'S OBJECTIVE TO IMPACT THE COMMUNITY AT LARGE IN THE THREE PRIMARY AREAS OF HEALTH, EDUCATION, AND ECONOMIC DEVELOPMENT. ALSO, ALL APPLICANTS ARE ENCOURAGED TO USE THE GRANT PROPOSAL FORM LOCATED ON THE WEBSITE. THIS FORM REQUESTS IMPORTANT ADDITIONAL INFORMATION WHICH IS HELPFUL IN CONSIDERATION OF EACH REQUEST.
    cAny submission deadlines:
    THE BOARD OF DIRECTORS MEETS QUARTERLY, USUALLY IN MARCH, JUNE, SEPTEMBER, AND DECEMBER AND REVIEWS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION'S ARTICLES OF INCORPORATION REQUIRE THAT AT LEAST 75% OF ALL AMOUNTS DISTRIBUTED IN ANY PERIOD BE FOR THE IMPROVEMENT OF QUALITY OF LIFE IN ST. JOSEPH COUNTY, INDIANA. OTHERWISE, THE FOUNDATION MAY MAKE GRANTS FOR ALL EDUCATIONAL, CHARITABLE, AND SCIENTIFIC PURPOSES AS DEFINED IN CODE SECTION 501(C)(3). THE FOUNDATION DOES NOT CURRENTLY AWARD SCHOLARSHIPS OR OTHERWISE MAKE GRANTS TO INDIVIDUALS.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    UNIVERSITY OF NOTRE DAME
    300 MAIN BUILDING
    NOTRE DAME,IN46556     		NONE 509(a)(1) to support general operations and specific programs 305,000
    Logan Community Resources Inc
    2505 E Jefferson Blvd
    South Bend,IN46615     		NONE 509(a)(2) to support general operations 100,000
    Real Services
    1151 S Michigan Street
    South Bend,IN46601     		NONE 509(a)(1) to support general operations 133,000
    South Bend Symphony Orchestra Association
    127 N Michigan Street
    South Bend,IN46601     		none 509(a)(2) to support general operations 35,000
    Hospice Foundation
    111 Sunnybrook Court
    South Bend,IN46637     		none 509(a)(2) to support general operations 1,500
    Holy Cross Village
    54515 State Road 933 North
    Notre Dame,IN46556     		none 509(a)(1) to support the Brother Gilman Scholarship Fund 35,000
    MEMORIAL HEALTH FOUNDATION
    615 NORTH MICHIGAN STREET
    SOUTH BEND,IN46601     		none 509(a)(2) to support the heart and vascular center and neonatal intensive care unit 35,000
    St Margaret's House
    117 N Lafayette Blvd
    South Bend,IN46601     		none 509(a)(1) to support general operations 25,000
    Center for History
    808 West Washington Street
    South Bend,IN46601     		none 509(a)(1) to support general operations 14,160
    Community Foundation of St Joseph County
    PO Box 837
    South Bend,IN46624     		none 509(a)(1) to support general operations 25,000
    Junior Achievement of Michiana
    2907 Division Street Ste 112
    St joseph,MI49085     		none 509(a)(1) to support general operations 10,000
    ALZHEIMER'S & DEMENTIA SERVICES OF NORTHERN IN
    922 E COLFAX AVE
    SOUTH BEND,IN46617     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATIONS 15,000
    100 BLACK MEN OF GREATER SOUTH BEND
    2043 S Bend Ave Pmb 345
    SOUTH BEND,IN46637     		NONE 501(C)(3) TO SUPPORT GENERAL OPERATIONS 25,000
    CASIE CENTER INC
    912 E LASALLE AVE
    SOUTH BEND,IN46617     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATIONS 575,000
    BIG BROTHERS AND BIG SISTERS OF ST JOSEPH COUNTY
    PO BOX 1632
    SOUTH BEND,IN46634     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATIONS 20,000
    BOYS AND GIRLS CLUB OF ST JOSEPH COUNTY INC
    1411 LINCOLNWAY WEST
    MISHAWAKA,IN46544     		  509(A)(1) TO SUPPORT GENERAL OPERATIONS 25,000
    CITY OF SOUTH BEND
    125 S LAFAYETTE BLVD SUITE 100
    SOUTH BEND,IN46601     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATIONS 50,000
    HEROES CAMP
    4130 NORTH HICKORY RD
    MISHAWAKA,IN46545     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATIONS 10,000
    MORRIS ENTERTAINMENT
    PO BOX 543
    SOUTH BEND,IN46624     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATIONS 25,000
    EL CAMPITO
    1024 THOMAS ST
    SOUTH BEND,IN46601     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATIONS 10,000
    ELEVATE VENTURES
    ONE NORTH CAPITOL AVE
    INDIANAPOLIS,IN46204     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATIONS 100,000
    FRIENDS OF THE SNITE MUSEUM OF ART
    300 MAIN BUILDING
    NOTRE DAME,IN46556     		NONE 509(A)(1) TO SUPPORT THE GENERAL OPERATIONS 1,090
    GOODWILL INDUSTRIES OF MICHIANA INC
    PO BOX 3846
    SOUTH BEND,IN46619     		NONE 509(A)(1) TO SUPPORT THE GENERAL OPERATIONS 25,000
    INDIANA BAR FOUNDATION
    230 EAST OHIO STREET
    INDIANAPOLIS,IN46204     		NONE 509(A)2) TO SUPPORT THE GENERAL OPERATION 10,000
    IU SCHOOL OF MEDICINE
    1110 W MICHIGAN ST
    INDIANAPOLIS,IN46202     		NONE 509(A)(1) TO SUPPORT THE GENERAL OPERATION 100,000
    MAYO FOUNDATION
    200 FIRST STREET SW
    ROCHESTER,MN55905     		NONE 509(A)(1) TO SUPPORT THE GENERAL OPERATIONS 1,671,109
    PURDUE UNIVERSITY COLLEGE OF TECHNOLOGY
    610 PURDUE MALL
    WEST LAFAYETTE,IN47907     		NONE 509(A)(1 TO SUPPORT GENERAL OPERATION 10,000
    ROBINSON COMMUNITY LEARNING CENTER
    921 N EDDY ST
    SOUTH BEND,IN46617     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATION 40,000
    ST JOSEPH HIGH SCHOOL
    915 S CLINTON ST
    FORT WAYNE,IN46802     		NONE 509(A)(1) TO SUPPORT THE GENERAL OPERATIONS 1,000,000
    SOUTH BEND HERITAGE FOUNDATION
    803 LINCOLNWAY WEST
    SOUTH BEND,IN46616     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATION 15,000
    SOUTHOLD DANCE THEATER
    914 LINCOLNWAY WEST
    SOUTH BEND,IN46616     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATION 5,000
    ST JOSEPH COUNTY BAR FOUNDATION
    101 S MAIN ST
    SOUTH BEND,IN46601     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATIONS 25,000
    ST JOSEPH COUNTY BRIDGES OUT OF POVERTY INC
    117 N LAFAYETTE STREET
    SOUTH BEND,IN46601     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATIONS 25,000
    STUDEBAKER NATIONAL MUSEUM
    201 CHAPIN ST
    SOUTH BEND,IN46601     		NONE 509(A)(1) TO SUPPORT GENERAL OPERATIONS 350
    Total .................................bullet 3a 4,501,209
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 2,585,677  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 503,801  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aNET LOSS FROM PASSTHROUGH ENTITIES 900003 -19,306 18 115,776  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -19,306 3,205,254  
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,185,948
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    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 or fiduciary) 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 instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2012
    Name of the organization
    Judd Leighton Foundation Inc
     
    Employer identification number

    35-2120550
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    Judd Leighton Foundation Inc
          		Employer identification number

    35-2120550
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Mary Stanfield    
    1324 Belmont Avenue
       
    South Bend, IN   46615

    		$25,500


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    Judd Leighton Estate    
    PO Box 41629
       
    Austin, TX   787049926

    		$1,500,000


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    Judd Leighton Foundation Inc
          		Employer identification number

    35-2120550
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    Name of organization
    Judd Leighton Foundation Inc
          		Employer identification number

    35-2120550
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2012 AccountingFeesSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CULLAR & ASSOCIATES 10,600 5,300   5,300
    CROWE HORWATH 40,360 20,180   20,180

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

    TY 2012 DepreciationSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS 5.250% 04/01/13 249,774 252,708
    VANGUARD GNMA FUND ADMIRLA SHS 1,834,327 1,911,931
    LOOMIS SAYLES BOND CL 1 1,367,300 1,676,752
    PIMCO FOREIGN BOND FD 3,091,113 3,498,508
    PIMCO TOTAL RETURN FUND 1,762,137 1,927,356
    VANGUARD INFLATION PROTECTED 1,500,000 1,774,973
    DRIEHAUS ACTIVE INCM FD 1,000,000 953,532
    PIMCO EMRG MKTS BD FD 1,800,000 1,987,238
    PIMCO UNCONSTRAINED BD 1,500,000 1,542,109
    US TREASURY NOTE 1% 0 0
    BANK OF CHINA NY 0.25% 0 0
    GE MONEY BANK 0.25% 0 0
    MERK ABSOLUTE RETURN 0 0
    PIMCO EMRG LOCAL BD FD 1,900,000 1,954,576

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 773,000 928,500
    BANK OF AMERICA CORP 2,705,509 1,161,000
    BHP BILLITON LTD 0 0
    BP PLC 2,623,400 1,665,600
    CHEVRON CORP 716,000 1,351,750
    CISCO SYSTEMS INC 1,387,672 1,473,705
    COLGATE-PALMOLIVE CO 100,000 1,045,400
    EXELON CORP 947,151 743,500
    EXXON MOBILE CORPORATION 1,520,926 3,029,250
    GENERAL ELECTRIC CO 2,149,507 2,099,000
    INT'L BUSINESS MACHINES 470,682 2,394,375
    INTEL CORP 984,426 1,031,000
    JOHNSON & JOHNSON 1,559,497 2,804,000
    JP MORGAN CHASE 1,985,000 2,198,455
    LILLY ELI & CO 1,444,375 1,233,000
    MERCK & CO INC 790,625 1,023,500
    NORTHERN TRUST CORP 1,254,601 1,254,000
    PEPSICO INC 1,236,755 1,368,600
    PROCTER & GAMBLE 1,345,040 1,527,525
    STRYKER CORP 0 0
    VERIZON COMMUNCATIONS 0 0
    WALGREEN COMPANY 711,418 740,200
    COMCAST CORP 548,405 1,120,800
    DIAGEO PLC 0 0
    FORD MOTOR COMPANY 0 0
    MICROSOFT CORP 1,349,894 1,335,485
    NOVARTIS A G SPON ADR 976,656 1,107,750
    GOOGLE INC 1,006,958 1,273,284
    ILLINOIS TOOL WORKS INC 0 0
    XEROX CORP 0 0
    CORNING INC 905,133 820,300
    APPLE INC 762,605 665,216
    DISNEY WALT 484,143 497,900
    FIFTH THIRD BANCORP 730,842 760,000
    HEWLETT-PACKARD COMPANY 1,337,252 926,250
    MC DONALDS CORP 913,334 882,100
    NESTLE 855,009 977,550
    POTASH CORP 639,998 610,350
    QUALCOMM 814,048 927,894
    VODAFONE GROUP 1,100,209 1,007,600
    YAHOO 637,272 796,000

    TY 2012 InvestmentsOtherSchedule2
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COLUMBIA ACORN INT'L FUND AT COST 976,970 1,725,873
    FIRST EAGLE OVERSEAS FUND A AT COST 2,034,449 2,023,568
    GOLDMAN SACHS MORTG CREDIT OPP AT COST 320,027 47,844
    GOLDMAN SACHS VINTAGE FUND V AT COST 463,754 671,889
    GOLDMAN SACHS WEST ST PTNR II AT COST 236,139 233,423
    GS PRVT EQTY MGRS OFFSHORE FD AT COST 180,602 138,755
    WHITEHALL ST INT'L REAL ESTATE AT COST 127,336 126,830
    GS COMMODITY OPPORTUNITIES FD AT COST 1,000,000 1,030,693
    GS EARLY SECONDARIES FUND AT COST 276,582 318,494
    JP MORGAN HIGHBRIDGE STATISTIC AT COST 0 0
    NANTUCKET FUND A CLASS 05/04 AT COST 2,288,311 2,176,195
    NANTUCKET FUND A CLASS 07/10 AT COST 1,130,651 1,078,287
    OAKMARK INT'L SMALL CAP FUND AT COST 613,529 979,126
    PRIMCAP ODYSSEY AGGR GROWTH FD AT COST 1,199,583 2,403,651
    TIFF REALTY & RESOURCES 2008 AT COST 666,564 657,964
    TIFF REALTY OPPORTUNITY FUND AT COST 465,901 478,295
    AQR MGD FUTURES SRAT FD AT COST 1,550,000 1,530,435
    FORWARD TACTICAL GROWTH FD AT COST 0 0
    MATTHEWS ASIAN GROWTH & INCOME AT COST 1,650,000 1,834,570
    OPPENHEIMER DEVELOPING MKTS AT COST 1,650,000 1,852,068
    ROYCE SPECIAL EQUITY FD AT COST 1,951,840 2,106,403
    FORD MOTOR CO WARRANTS AT COST 0 0
    GS ANCHORAGE ILLIQUID OPPS ACC AT COST 585,921 930,910
    COMMONFUND CAP INTL PRTNS VI AT COST 659,285 736,190
    COMMONFUND CAP INTL PRTNS VII AT COST 112,073 112,379
    COMMONFUND PRVT EQTY PRTN VII AT COST 514,825 570,964
    COMMONFUND PRVT EQTY PRTN VIII AT COST 30,454 33,317
    COMMONFUND CAP VNTR PTNS VIII AT COST 339,992 436,186
    FORWARD COMMODITY L-S STRAT AT COST 0 0
    GS COMMODITY STRATEGY I AT COST 0 0
    PIMCO ALL ASSET INSTL AT COST 1,500,000 1,541,788
    PIMCO EXCH TRADED ENHANCED AT COST 0 0
    AQR DIVERSIFIED AT COST 1,524,394 1,515,140
    HEALTH CARE REIT AT COST 576,208 612,900
    SPDR GOLD TRUST AT COST 850,104 810,102
    STARWOOD PPTY TRUST AT COST 486,331 459,200
    PRIVATE EQUITY MANAGERS 2012 AT COST 96,287 101,707
    VINTAGE FUND VI AT COST 50,000 50,000
    ANCHORAGE ILLIQUID OPP III AT COST 540,543 535,375
    GROWTH AND EMERGING MARKETS AT COST 68,810 51,741
    BROAD STREET ENERGY PARTNERS AT COST 98,605 95,813
    BROAD STREET ENERGY PARTNERS AT COST 50,847 47,906

    TY 2012 LandEtcSchedule2
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2012 LegalFeesSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ICE MILLER 39,274 19,637   19,637


    TY 2012 OtherAssetsSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 0 0 73,131
    BENEFICIAL INTEREST IN CRTS 0 0 2,695,143


    TY 2012 OtherDecreasesSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Description Amount
    CHANGE IN CONTRIBUTIONS RECEIVABLE 1,567,693


    TY 2012 OtherExpensesSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WEBSITE/SOFTWARE EXPENSES 328 164   164
    GS WIRE/ACCOUNT FEES 1,000 1,000    
    MEMBERSHIP DUES 695 348   347
    GS ANNUAL FEE 1,500 1,500    
    PAYROLL PROCESSING 666 333   333
    MISCELLANEOUS 901 853   48


    TY 2012 OtherIncomeSchedule2
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Net Income from passthrough entities 31,573 50,879  
    Other Investment Income 64,897 64,897  


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WALTER & KEENAN CONSULTING 720,384 720,384    


    TY 2012 TaxesSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GOLDMAN SACHS VINTAGE FUND TAX 6,207 6,207    
    FOREIGN TAXES PAID 5,963 5,963    
    FEDERAL EXCISE TAX 31,000      
    PAYROLL TAXES 17,035 8,518   8,517
    GS EARLY SECONDARIES FUND 1,302 1,302