Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
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 or province, country, and ZIP or foreign postal 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
E 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$108,634,560J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 36,000
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 2,536,280 2,536,280  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,700,734
b Gross sales price for all assets on line 6a 20,318,279
7 Capital gain net income (from Part IV, line 2)... 1,700,734
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 69,048 77,749  
12 Total. Add lines 1 through 11........ 4,342,062 4,314,763  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 370,500 185,250   185,250
14 Other employee salaries and wages...... 2,247 1,124   1,124
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 31,377 15,689 0 15,689
b Accounting fees (attach schedule)....... Click to see attachment 58,054 29,027 0 29,027
c Other professional fees (attach schedule).... Click to see attachment 764,330 764,330    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 65,642 27,950   8,692
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 51 26   26
21 Travel, conferences, and meetings....... 44,771 22,386   22,385
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 16,757 9,480   7,278
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,353,729 1,055,262 0 269,471
25 Contributions, gifts, grants paid........ 4,705,155 4,705,155
26 Total expenses and disbursements. Add lines 24 and 25 6,058,884 1,055,262 0 4,974,626
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,716,822
b Net investment income (if negative, enter -0-) 3,259,501
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 291,887 207,237 207,237
2 Savings and temporary cash investments.......... 1,636,579 5,846,972 5,846,972
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 2,037,922 1,953,382 1,953,382
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 37,767,342 Click to see attachment36,973,440 53,223,593
c Investments—corporate bonds (attach schedule)........ 16,004,651 Click to see attachment9,659,726 9,810,976
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 26,866,917 Click to see attachment28,191,423 34,520,861
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 attachment3,071,539
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 84,605,298 82,832,180 108,634,560
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.................... 79,872,233 77,874,242
25 Temporarily restricted................ 4,733,065 4,957,938
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).................... 84,605,298 82,832,180
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 84,605,298 82,832,180
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 84,605,298
2 Enter amount from Part I, line 27a..................... 2 -1,716,822
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 28,244
4 Add lines 1, 2, and 3.......................... 4 82,916,720
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 84,540
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 82,832,180
Form 990-PF (2013)
Form 990-PF (2013)
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 CISCO SYSTEMS INC:CSCO P 2012-10-23 2013-06-06
b DISNEY WALT CO: DIS P 2012-11-13 2013-11-08
c EXELON CORPORATION: EXC P 2012-07-12 2013-04-19
d HEWLETT-PACKARD COMPANY: HPQ P 2012-05-14 2013-04-02
e INTL BUSINESS MACHINES: IBM P 2013-04-19 2013-06-06
MCDONALDS CORP: MCD P 2012-05-14 2013-02-11
POTASH CORP SASK INC P 2012-09-25 2013-04-12
THOMSON REUTERS CORP P 2013-02-12 2013-04-19
YAHOO INC: YHOO P 2012-09-26 2013-03-06
BANK OF AMERICA CORP: BAC P 2005-12-19 2013-04-02
CISCO SYSTEMS INC: CSCO P 2011-01-12 2013-01-28
COLGATE-PALMOLIVE CO P 1991-11-19 2013-02-25
COLGATE-PALMOLIVE CO WITH STOCK SPLIT SHARES P 1991-11-19 2013-05-01
COMCAST CORP NEW CL A: CMCSA P 2010-09-24 2013-02-25
DRIEHAUS ACTIVE INCM FD: LCMAX P 2012-01-01 2013-03-06
EXXON MOBIL CORPORATION   2011-11-17 2013-01-28
GOLDMAN SACHS G 5.25% P 2006-11-22 2013-04-01
HEWLETT-PACKARD COMPANY P 2012-03-27 2013-04-02
INTL BUSINESS MACHINES P 2005-12-19 2013-01-28
JOHNSON & JOHNSON P 2005-12-19 2013-11-08
LILLY ELI & COMPANY P 2005-12-19 2013-05-01
NOVARTIS A G SPON ADR P 2011-01-12 2013-05-01
PIMCO FOREIGN BOND FD UNHEDGED INSTL P 2011-01-01 2013-11-29
PIMCO UNCONSTRAINED BD FD INST CL P 2011-01-01 2013-03-06
PRIMECAP ODYSSEY AGGR GROWTH FD P 2009-06-04 2013-06-06
PROCTOR & GAMBLE P 2007-07-19 2013-01-28
VANGUARD GNMA FUND P 2010-07-12 2013-11-29
VANGUARD INFLATION PROTECTED SECS ADM P 2010-07-12 2013-02-25
VODAFONE GROUP NEW ADR SPONSORED ADR P 2012-02-27 2013-09-19
3M COMPANY P 2005-12-19 2013-11-08
GS MORTGAGE CREDIT OPPORTUNITIES FUND P 2011-01-01 2013-04-18
AQR DIVERSIFIRED CAPITAL GAIN DISTRIBUTION P 2011-01-01 2013-12-31
AQR MGD FURTURES STRAT FD CAPITAL GAIN DISTRIBUTION P 2011-01-01 2013-12-31
COLUMBIA ACORN INTL FD CAPITAL GAIN DISTRIBUTION P 2011-01-01 2013-12-31
FIRST EAGLE OVERSEAS CAPITAL GAIN DISTRIBUTION P 2011-01-01 2013-12-31
LOOMIS SAYLES BOND FUND CAPITAL GAIN DISTRIBUTION P 2011-01-01 2013-12-31
MATTHEWS ASIAN GROWTH CAPITAL GAIN DISTRIBUTION P 2011-01-01 2013-12-31
OPPENHEIMER DEVELOPING CAPITAL GAIN DISTRIBUTION P 2011-01-01 2013-12-31
PIMCO TOTAL RETURN FUND CAPITAL GAIN DISTRIBUTION P 2011-01-01 2013-12-31
PIMCO EMRG MKTS BD INST CAPITAL GAIN DISTRIBUTION P 2011-01-01 2013-12-31
PRIMECAP ODYSSEY AGGR CAPITAL GAIN DISTRIBUTION P 2011-01-01 2013-12-31
ROYCE SPECIAL EQUITY FUND CAPITAL GAIN DISTRIBUTION P 2011-01-01 2013-12-31
VANGUARD INFLATION CAPITAL GAIN DISTRIBUTION P 2011-01-01 2013-12-31
VANGUARD GNMA FUND CAPITAL GAIN DISTRIBUTION P 2011-01-01 2013-12-31
WEST STREET II OFFSHORE CLASS A SERIES 1 P 2011-01-01 2013-12-31
(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 121,998   90,053 31,945
b 687,185   484,143 203,042
c 912,551   947,151 -34,600
d 421,995   470,265 -48,270
e 201,986   190,117 11,869
951,538   913,334 38,204
590,892   639,999 -49,107
485,002   460,600 24,402
878,123   637,272 240,851
243,426   931,000 -687,574
650,254   630,453 19,801
114,773   10,000 104,773
119,629   10,000 109,629
197,902   92,552 105,350
962,469   1,000,000 -37,531
455,741   339,048 116,693
250,000   249,774 226
329,611   355,505 -25,894
205,210   83,125 122,085
1,707,417   1,231,000 476,417
272,932   288,875 -15,943
184,222   143,354 40,868
3,244,694   3,091,113 153,581
1,552,835   1,500,000 52,835
249,980   109,976 140,004
184,200   157,513 26,687
1,850,925   1,834,327 16,598
249,980   222,546 27,434
1,341,974   1,100,209 241,765
127,612   77,300 50,312
25,257   294,158 -268,901
8,009   0 8,009
15,049   0 15,049
81,397   0 81,397
67,603     67,603
7,419   0 7,419
13,198   0 13,198
11,205   0 11,205
10,282   0 10,282
52,689   0 52,689
45,266   0 45,266
195,418   0 195,418
4,431   0 4,431
1,217   0 1,217
32,783   32,783  
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       31,945
b       203,042
c       -34,600
d       -48,270
e       11,869
      38,204
      -49,107
      24,402
      240,851
      -687,574
      19,801
      104,773
      109,629
      105,350
      -37,531
      116,693
      226
      -25,894
      122,085
      476,417
      -15,943
      40,868
      153,581
      52,835
      140,004
      26,687
      16,598
      27,434
      241,765
      50,312
      -268,901
      8,009
      15,049
      81,397
      67,603
      7,419
      13,198
      11,205
      10,282
      52,689
      45,266
      195,418
      4,431
      1,217
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,700,734
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))
2012 4,745,515 85,831,666 0.055289
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
2 Total of line 1, column (d) ...................... 2 0.224841
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 0.044968
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 97,576,849
5 Multiply line 4 by line 3....................... 5 4,387,836
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 32,595
7 Add lines 5 and 6......................... 7 4,420,431
8 Enter qualifying distributions from Part XII, line 4.............. 8 4,974,626
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 (2013)
Form 990-PF (2013)
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 32,595
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 32,595
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 32,595
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 51,254
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 51,254
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 18,659
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet18,659 RefundedBullet 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 2013 or the taxable year beginning in 2013 (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 2013, 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 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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 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 2013.)....................
    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 2013?
    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 (2013)
    Form 990-PF (2013)
    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 0 0
    211 West Washington Avenue
    South Bend,IN46601
    MARY STANFIELD Director
    3.0     		28,500 0 0
    211 West Washington Avenue
    South Bend,IN46601
    JOHN M PYCIK VICE PRESIDENT/SECRETARY
    3.0     		45,000 0 0
    211 West Washington Avenue
    South Bend,IN46601
    DONALD F WALTER DIRECTOR
    3.0     		45,000 0 0
    211 West Washington Avenue
    South Bend,IN46601
    CHARLES NELSON EXECUTIVE DIRECTOR
    40.0     		147,000 0 0
    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 764,330
    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 (2013)
    Form 990-PF (2013)
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,878,842
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    32,595
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    32,595
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,846,247
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    4,846,247
    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
    4,846,247
    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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 4,846,247
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 2010, 2009 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010....... 408,813
    d From 2011.......  
    e From 2012....... 497,968
    fTotal of lines 3a through e......... 906,781
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 4,974,626
    a Applied to 2012, 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 2013 distributable amount..... 4,846,247
    e Remaining amount distributed out of corpus 128,379
    5 Excess distributions carryover applied to 2013.    
    (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 1,035,160
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		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 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		1,035,160
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010.... 408,813
    c Excess from 2011....  
    d Excess from 2012.... 497,968
    e Excess from 2013.... 128,379
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 address 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 (2013)
    Form 990-PF (2013)
    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 PC to support general operations and specific programs 1,275,000
    Logan Community Resources Inc
    2505 E Jefferson Blvd
    South Bend,IN46615     		NONE PC to support general operations 110,000
    FERNWOOD INC
    13988 RANGE LINE RD
    NILES,MI49120     		NONE PC to support general operations 10,000
    South Bend Symphony Orchestra Association
    127 N Michigan Street
    South Bend,IN46601     		none PC to support general operations 5,000
    CHIARA HOME INC
    1425 CLAYTON DR
    South Bend,IN46614     		none PC to support general operations 9,015
    Holy Cross Village
    54515 State Road 933 North
    Notre Dame,IN46556     		none PC to support the Brother Gilman Scholarship Fund 15,000
    REINS OF LIFE INC
    55200 QUINCE ROAD
    SOUTH BEND,IN46619     		none PC to support general operations 25,000
    St Margaret's House
    117 N Lafayette Blvd
    South Bend,IN46601     		none PC to support general operations 35,000
    Center for History
    808 West Washington Street
    South Bend,IN46601     		none PC to support general operations 5,000
    Community Foundation of St Joseph County
    PO Box 837
    South Bend,IN46624     		none PC to support general operations 57,500
    Junior Achievement of Michiana
    2907 Division Street Ste 112
    St joseph,MI49085     		none PC to support general operations 15,000
    ALZHEIMER'S & DEMENTIA SERVICES OF NORTHERN IN
    922 E COLFAX AVE
    SOUTH BEND,IN46617     		NONE PC TO SUPPORT GENERAL OPERATIONS 29,540
    INDIANA GOLF FOUNDATION INC
    2625 HURRICANE ROAD
    FRANKLIN,IN46131     		NONE PC TO SUPPORT GENERAL OPERATIONS 25,000
    CASIE CENTER INC
    912 E LASALLE AVE
    SOUTH BEND,IN46617     		NONE PC TO SUPPORT GENERAL OPERATIONS 50,000
    BIG BROTHERS AND BIG SISTERS OF ST JOSEPH COUNTY
    PO BOX 1632
    SOUTH BEND,IN46634     		NONE PC TO SUPPORT GENERAL OPERATIONS 20,000
    CITY OF NILES
    333 N SECOND ST STE 301
    NILES,MI49120     		NONE PC TO SUPPORT GENERAL OPERATIONS 50,000
    HEROES CAMP
    4130 NORTH HICKORY RD
    MISHAWAKA,IN46545     		NONE PC TO SUPPORT GENERAL OPERATIONS 15,000
    BROTHERS OF HOLY CROSS
    1101 SAINT EDWARDS DR
    AUSTIN,TX78704     		NONE PC TO SUPPORT GENERAL OPERATIONS 25,000
    THE UPPER ROOM RECOVERY COMMUNITY INC
    333 N MAIN ST
    SOUTH BEND,IN46601     		NONE PC TO SUPPORT GENERAL OPERATIONS 25,000
    CAREER ACADEMY OF SOUTH BEND INC
    4100 EDISON LAKE PKWY STE 260
    MISHAWAKA,IN46545     		NONE PC TO SUPPORT GENERAL OPERATIONS 50,000
    FRIENDS OF THE SNITE MUSEUM OF ART
    300 MAIN BUILDING
    NOTRE DAME,IN46556     		NONE PC TO SUPPORT THE GENERAL OPERATIONS 600
    SOUTH BEND PUBLIC EDUCATION FOUNDATION
    215 E SOUTH ST
    SOUTH BEND,IN46601     		NONE PC TO SUPPORT THE GENERAL OPERATIONS 50,000
    SOUTH BEND CIVIC THEATRE INC
    PO BOX 1146
    SOUTH BEND,IN46624     		NONE PC TO SUPPORT THE GENERAL OPERATION 30,000
    IU SCHOOL OF MEDICINE
    1110 W MICHIGAN ST
    INDIANAPOLIS,IN46202     		NONE PC TO SUPPORT THE GENERAL OPERATION 200,000
    RIVERBEND CANCER SERVICES
    919 E JEFFERSON BLVD
    SOUTH BEND,IN46617     		NONE PC TO SUPPORT THE GENERAL OPERATIONS 120,000
    SOUTH BEND NEW TECH HIGH SCHOOL
    1902 S FELLOWS ST
    SOUTH BEND,IN46613     		NONE PC TO SUPPORT GENERAL OPERATION 25,000
    ROBINSON COMMUNITY LEARNING CENTER
    921 N EDDY ST
    SOUTH BEND,IN46617     		NONE PC TO SUPPORT GENERAL OPERATION 25,000
    ST JOSEPH HIGH SCHOOL
    915 S CLINTON ST
    FORT WAYNE,IN46802     		NONE PC TO SUPPORT THE GENERAL OPERATIONS 2,000,000
    TRINITY SCHOOL AT RIVER RIDGE
    601 RIVER RIDGE PKWY
    EAGAN,MN55121     		NONE PC TO SUPPORT GENERAL OPERATION 2,500
    SOUTH BEND MEDICAL FOUNDATION
    530 N LAFAYETTE BLVD
    SOUTH BEND,IN46601     		NONE PC TO SUPPORT GENERAL OPERATION 100,000
    IUSB SCHOOL OF BUSINESS & ECONOMICS
    1700 MISHAWAKA AVENUE
    SOUTH BEND,IN46634     		NONE PC TO SUPPORT GENERAL OPERATIONS 300,000
    STUDEBAKER NATIONAL MUSEUM
    201 CHAPIN ST
    SOUTH BEND,IN46601     		NONE PC TO SUPPORT GENERAL OPERATIONS 1,000
    Total .................................bullet 3a 4,705,155
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    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....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 2,536,280  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,700,734  
    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 -8,701 18 77,749  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -8,701 4,314,763  
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,306,062
    (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 (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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 (2013)
    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.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    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 its Form 990PF, Part I, line 2, 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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    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, IN46615

    		$36,000


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    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) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CULLAR & ASSOCIATES 10,320 5,160   5,160
    CROWE HORWATH 47,734 23,867   23,867

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

    TY 2013 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 2013 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 0 0
    VANGUARD GNMA FUND ADMIRLA SHS 0 0
    LOOMIS SAYLES BOND CL 1 1,367,300 1,681,188
    PIMCO FOREIGN BOND FD 0 0
    PIMCO TOTAL RETURN FUND 1,762,137 1,833,046
    VANGUARD INFLATION PROTECTED 1,277,454 1,359,834
    DRIEHAUS ACTIVE INCM FD 0 0
    PIMCO EMRG MKTS BD FD 1,800,000 1,701,076
    PIMCO UNCONSTRAINED BD 0 0
    PIMCO EMRG LOCAL BD FD 1,900,000 1,660,855
    GOLDMAN SACHS STRATEGIC 1,552,835 1,574,977

    TY 2013 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 695,700 1,262,250
    BANK OF AMERICA CORP 1,774,509 1,245,600
    BP PLC 2,623,400 1,944,400
    CHEVRON CORP 716,000 1,561,375
    CISCO SYSTEMS INC 667,166 897,200
    COLGATE-PALMOLIVE CO 80,000 1,043,360
    EXELON CORP 0 0
    EXXON MOBILE CORPORATION 1,181,878 3,036,000
    GENERAL ELECTRIC CO 2,149,507 2,803,000
    INT'L BUSINESS MACHINES 565,948 2,344,625
    INTEL CORP 984,426 1,297,750
    JOHNSON & JOHNSON 328,497 1,831,800
    JP MORGAN CHASE 1,985,000 2,924,000
    LILLY ELI & CO 1,155,500 1,020,000
    MERCK & CO INC 790,625 1,251,250
    NORTHERN TRUST CORP 1,254,601 1,547,250
    PEPSICO INC 1,236,755 1,658,800
    PROCTER & GAMBLE 1,187,527 1,628,200
    WALGREEN COMPANY 711,418 1,148,800
    COMCAST CORP 455,854 1,299,125
    MICROSOFT CORP 1,349,894 1,870,500
    NOVARTIS A G SPON ADR 833,301 1,205,700
    GOOGLE INC 1,006,958 2,017,278
    CORNING INC 905,133 1,158,300
    APPLE INC 1,094,203 1,122,040
    DISNEY WALT 0 0
    FIFTH THIRD BANCORP 730,842 1,051,500
    HEWLETT-PACKARD COMPANY 733,690 1,119,200
    MC DONALDS CORP 0 0
    NESTLE 855,009 1,103,850
    POTASH CORP 0 0
    QUALCOMM 814,048 1,113,750
    VODAFONE GROUP 0 0
    YAHOO 0 0
    ARES CAPITAL CORP 688,263 710,800
    BED BATH & BEYOND 594,620 803,000
    DEER & CO 850,202 913,300
    DIRECTV 670,839 828,720
    E M C CORP MASS 813,431 880,250
    EXPRESS SCRIPTS HLDG CO 668,525 842,880
    GROUPON INC CLASS A 598,666 705,900
    SCHLUMBERGER LTD 1,060,977 1,261,540
    VALEANT PHARMA INTL 585,180 939,200
    WALMART STORES INC 751,695 786,900
    WELLS FARGO & CO NEW 823,653 1,044,200

    TY 2013 InvestmentsLandSchedule2
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 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 1,972,667
    FIRST EAGLE OVERSEAS FUND A AT COST 2,034,449 2,126,738
    GOLDMAN SACHS MORTG CREDIT OPP AT COST 0 0
    VINTAGE V AT COST 326,183 627,475
    WEST STREET II AT COST 203,356 195,234
    GS PRVT EQTY MGRS OFFSHORE FD AT COST 281,432 248,964
    WHITEHALL ST INT'L REAL ESTATE AT COST 31,606 63,240
    GS COMMODITY OPPORTUNITIES FD AT COST 1,000,000 1,065,190
    GS EARLY SECONDARIES FUND AT COST 339,013 454,857
    NANTUCKET FUND A CLASS 05/04 AT COST 3,795,875 3,637,930
    NANTUCKET FUND A CLASS 07/10 AT COST 0 0
    OAKMARK INT'L SMALL CAP FUND AT COST 613,529 1,210,250
    PRIMCAP ODYSSEY AGGR GROWTH FD AT COST 1,089,607 3,351,217
    TIFF REALTY & RESOURCES 2008 AT COST 623,769 660,541
    TIFF REALTY OPPORTUNITY FUND AT COST 569,358 568,436
    AQR MGD FUTURES SRAT FD AT COST 1,550,000 1,657,189
    MATTHEWS ASIAN GROWTH & INCOME AT COST 1,900,000 2,104,729
    OPPENHEIMER DEVELOPING MKTS AT COST 2,000,000 2,377,069
    ROYCE SPECIAL EQUITY FD AT COST 2,174,373 2,724,833
    GS ANCHORAGE ILLIQUID OPPS ACC AT COST 122,268 669,661
    COMMONFUND CAP INTL PRTNS VI AT COST 668,866 788,234
    COMMONFUND CAP INTL PRTNS VII AT COST 143,973 151,112
    COMMONFUND PRVT EQTY PRTN VII AT COST 566,233 710,558
    COMMONFUND PRVT EQTY PRTN VIII AT COST 81,630 86,826
    COMMONFUND CAP VNTR PTNS VIII AT COST 339,034 504,528
    PIMCO ALL ASSET INSTL AT COST 1,500,000 1,480,509
    AQR DIVERSIFIED AT COST 1,570,096 1,541,629
    HEALTH CARE REIT AT COST 576,208 535,700
    SPDR GOLD TRUST AT COST 850,104 580,600
    STARWOOD PPTY TRUST AT COST 486,331 554,000
    PRIVATE EQUITY MANAGERS 2012 AT COST 142,352 167,470
    VINTAGE FUND VI AT COST 100,000 115,561
    ANCHORAGE ILLIQUID OPP III AT COST 787,812 874,141
    GROWTH AND EMERGING MARKETS AT COST 168,506 126,485
    BROAD STREET ENERGY PARTNERS AT COST 173,905 260,124
    BROAD STREET ENERGY PTNRS AIV AT COST 103,072 0
    PRIVATE EQUITY MANAGERS 2013 AT COST 62,000 65,964
    GLOBAL ATLANTIC AT COST 199,513 221,200
    BROAD STREET REAL ESTATE CREDI AT COST 40,000 40,000

    TY 2013 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 2013 LegalFeesSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ICE MILLER 31,377 15,689   15,689


    TY 2013 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 66,983
    BENEFICIAL INTEREST IN CRTS 0 0 3,004,556


    TY 2013 OtherDecreasesSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Description Amount
    CHANGE IN CONTRIBUTIONS RECEIVABLE 84,540


    TY 2013 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 9,211 4,606   4,606
    GS WIRE/ACCOUNT FEES 700 700    
    MEMBERSHIP DUES 725 363   362
    GS ANNUAL FEE 1,500 1,500    
    PAYROLL PROCESSING 1,096 548   548
    MISCELLANEOUS 3,525 1,763   1,762


    TY 2013 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 67,715 76,416  
    Goldman Sachs Miscellaneous Income 1,333 1,333  


    TY 2013 OtherIncreasesSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Description Amount
    PRIOR YEAR DEPOSIT IN TRANSIT 28,244


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    Judd Leighton Foundation Inc
    EIN: 35-2120550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WALTER & KEENAN CONSULTING 764,330 764,330    


    TY 2013 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 2,183 2,183    
    FOREIGN TAXES PAID 14,294 14,294    
    FEDERAL EXCISE TAX 29,000      
    PAYROLL TAXES 17,385 8,693   8,692
    GS EARLY SECONDARIES FUND 1,544 1,544    
    GS PRIV EQUITY MGRS 2011 TAX 1,190 1,190    
    COMMONFUND INTL VI TAX 46 46