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
THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)18101 VON KARMAN AVENUE NO 750   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
IRVINE, CA92612
A Employer identification number

33-0605566
B Telephone number (see instructions)

(877) 968-6328
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$22,383,460J 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) 718,273
2 Check bullet
3 Interest on savings and temporary cash investments 308,471 308,471  
4 Dividends and interest from securities...... 609,490 609,490  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 552,618
b Gross sales price for all assets on line 6a 5,327,655
7 Capital gain net income (from Part IV, line 2)... 552,618
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).......      
12 Total. Add lines 1 through 11........ 2,188,852 1,470,579 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,000 13,500 0 13,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 6,930 3,465 0 3,465
b Accounting fees (attach schedule)....... Click to see attachment 10,100 5,050 0 5,050
c Other professional fees (attach schedule).... Click to see attachment 75 0 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,081 28 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 25 0 0 25
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 103,507 101,093 0 2,414
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 148,718 123,136 0 24,454
25 Contributions, gifts, grants paid........ 1,104,533 1,104,533
26 Total expenses and disbursements. Add lines 24 and 25 1,253,251 123,136 0 1,128,987
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 935,601
b Net investment income (if negative, enter -0-) 1,347,443
c Adjusted net income (if negative, enter -0-)... 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............... 77,390 204,156 204,156
2 Savings and temporary cash investments.......... 556,600 98,684 98,684
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet4,738,290
Less: allowance for doubtful accounts bullet0 6,188,264 4,738,290 4,738,290
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 170,625 Click to see attachment165,750 165,750
b Investments—corporate stock (attach schedule)........ 7,751,111 Click to see attachment9,951,579 9,951,579
c Investments—corporate bonds (attach schedule)........ 7,326,015 Click to see attachment7,225,001 7,225,001
11 Investments—land, buildings, and equipment: basis bullet655,200
Less: accumulated depreciation (attach schedule) bullet655,200 655,200    
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,725,205 22,383,460 22,383,460
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 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 22,725,205 22,383,460
25 Temporarily restricted................    
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).................... 22,725,205 22,383,460
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 22,725,205 22,383,460
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 22,725,205
2 Enter amount from Part I, line 27a..................... 2 935,601
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,732,801
4 Add lines 1, 2, and 3.......................... 4 25,393,607
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 3,010,147
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 22,383,460
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 ABERDEEN EMERGING MARKETS INSTL FD P 2011-06-20 2012-12-31
b ABERDEEN EMERGING MARKETS INSTL FD P 2011-07-13 2012-12-31
c DOUBLELINE LOW DURATION BOND FUND P 2012-03-13 2013-01-09
d DOUBLELINE LOW DURATION BOND FUND P 2012-03-30 2013-01-09
e DOUBLELINE LOW DURATION BOND FUND P 2012-04-04 2013-01-09
DOUBLELINE LOW DURATION BOND FUND P 2012-04-30 2013-01-09
DOUBLELINE LOW DURATION BOND FUND P 2012-05-31 2013-01-09
DOUBLELINE LOW DURATION BOND FUND P 2012-06-29 2013-01-09
DOUBLELINE LOW DURATION BOND FUND P 2012-07-31 2013-01-09
DOUBLELINE LOW DURATION BOND FUND P 2012-08-22 2013-01-09
GABELLI ABC FUND - ADVISORS P 2011-06-24 2013-01-09
GABELLI ABC FUND - ADVISORS P 2011-07-19 2013-01-09
GABELLI ABC FUND - ADVISORS P 2011-12-28 2013-01-09
GABELLI ABC FUND - ADVISORS P 2011-12-28 2013-01-09
GABELLI ABC FUND - ADVISORS P 2011-12-28 2013-01-09
GABELLI ABC FUND - ADVISORS P 2012-12-18 2013-01-09
GABELLI ABC FUND - ADVISORS P 2012-12-18 2013-01-09
GABELLI ABC FUND - ADVISORS P 2012-12-18 2013-01-09
ARCHER-DANIELS-MIDLAND CO P 2011-06-21 2013-01-29
ARCHER-DANIELS-MIDLAND CO P 2011-06-24 2013-01-29
ARCHER-DANIELS-MIDLAND CO P 2011-07-13 2013-01-29
ARCHER-DANIELS-MIDLAND CO P 2012-01-06 2013-01-29
ARCHER-DANIELS-MIDLAND CO P 2012-01-19 2013-01-29
ANHEUSER-BUSCH INBEV NV P 2011-07-19 2013-01-30
ANHEUSER-BUSCH INBEV NV P 2011-07-19 2013-01-30
ANHEUSER-BUSCH INBEV NV P 2011-07-19 2013-01-30
ANHEUSER-BUSCH INBEV NV P 2011-07-19 2013-01-30
ANHEUSER-BUSCH INBEV NV P 2011-07-19 2013-01-30
ANHEUSER-BUSCH INBEV NV P 2011-07-19 2013-01-30
ANHEUSER-BUSCH INBEV NV P 2011-07-19 2013-01-30
ANHEUSER-BUSCH INBEV NV P 2011-07-19 2013-01-30
ANHEUSER-BUSCH INBEV NV P 2011-10-12 2013-01-30
BLACKROCK INC CO P 2011-07-13 2013-02-04
BLACKROCK INC CO P 2011-08-30 2013-02-04
BLACKROCK INC CO P 2011-10-12 2013-02-04
BLACKROCK INC CO P 2012-01-06 2013-02-04
BLACKROCK INC CO P 2012-01-19 2013-02-04
AMERICAN REALTY CAPITAL PROPERTIES INC P 2012-09-11 2013-05-08
ACCENTURE PLC P 2011-06-24 2013-05-10
ACCENTURE PLC P 2011-07-13 2013-05-10
ACCENTURE PLC P 2012-01-06 2013-05-10
ACCENTURE PLC P 2012-01-19 2013-05-10
SAFRAN SA P 2012-02-16 2013-05-22
GENERAL ELECTRIC CO P 2012-03-09 2013-06-03
DOUBLELINE TOTAL RETURN INSTITUTIONAL P 2011-02-14 2013-06-17
FAIRFAX FINANCIAL HOLDINGS LTD P 2011-06-21 2013-07-10
FAIRFAX FINANCIAL HOLDINGS LTD P 2011-06-24 2013-07-10
FAIRFAX FINANCIAL HOLDINGS LTD P 2011-07-13 2013-07-10
FAIRFAX FINANCIAL HOLDINGS LTD P 2012-01-06 2013-07-10
FAIRFAX FINANCIAL HOLDINGS LTD P 2012-01-19 2013-07-10
POTASH CORP OF SASKATCHEWAN IN P 2012-06-15 2013-07-30
SUNCOR ENERGY INC P 2011-06-21 2013-08-14
SUNCOR ENERGY INC P 2011-06-24 2013-08-14
SUNCOR ENERGY INC P 2011-07-13 2013-08-14
SUNCOR ENERGY INC P 2012-01-06 2013-08-14
SUNCOR ENERGY INC P 2012-01-19 2013-08-14
SUNCOR ENERGY INC P 2012-01-19 2013-08-14
FPA CRESCENT FUND (S) P 2011-06-20 2013-08-21
FPA CRESCENT FUND (S) P 2011-06-20 2013-12-04
FPA CRESCENT FUND (S) P 2011-07-01 2013-12-04
FPA CRESCENT FUND (S) P 2011-07-01 2013-12-04
FPA CRESCENT FUND (S) P 2011-07-19 2013-12-04
FPA CRESCENT FUND (S) P 2011-12-20 2013-12-04
FPA CRESCENT FUND (S) P 2011-12-20 2013-12-04
FPA CRESCENT FUND (S) P 2012-07-02 2013-12-04
FPA CRESCENT FUND (S) P 2012-07-02 2013-12-04
FPA CRESCENT FUND (S) P 2012-07-02 2013-12-04
FPA CRESCENT FUND (S) P 2013-01-02 2013-12-04
FPA CRESCENT FUND (S) P 2013-01-02 2013-12-04
FPA CRESCENT FUND (S) P 2013-07-01 2013-12-04
PIMCO EMERGING LOCAL BOND FUND INST P 2011-07-13 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2011-07-29 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2011-08-31 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2011-09-30 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2011-10-31 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2011-11-30 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2011-12-28 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2011-12-30 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2012-01-31 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2012-02-29 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2012-03-30 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2012-04-30 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2012-05-31 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2012-06-29 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2012-07-31 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2012-08-31 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2012-09-28 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2012-10-31 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2012-11-30 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2012-12-27 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2012-12-31 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2013-01-31 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2013-02-28 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2013-03-28 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2013-04-30 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2013-05-31 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2013-06-28 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2013-07-31 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2013-08-30 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2013-09-30 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2013-10-31 2013-12-13
PIMCO EMERGING LOCAL BOND FUND INST P 2013-11-29 2013-12-13
CAPITAL GAINS DIVIDENDS 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 417,024   375,000 42,024
b 263,783   246,682 17,101
c 502,411   500,000 2,411
d 724   720 4
e 60,263   60,000 263
1,336   1,329 7
1,397   1,387 10
1,448   1,439 9
1,206   1,201 5
196,187   196,008 179
304,959   309,000 -4,041
314,253   320,000 -5,747
11,666   11,361 305
3,276   3,190 86
1,603   1,561 42
2,577   2,564 13
747   743 4
14,557   14,485 72
22,640   24,165 -1,525
22,669   23,340 -671
20,265   21,821 -1,556
10,762   10,901 -139
8,644   8,881 -237
28,227   16,788 11,439
22,770   13,542 9,228
9,409   5,596 3,813
9,409   5,596 3,813
9,409   5,596 3,813
9,409   5,596 3,813
9,409   5,596 3,813
2,823   1,679 1,144
11,103   6,396 4,707
6,813   5,423 1,390
5,638   4,023 1,615
13,156   8,709 4,447
23,728   18,014 5,714
4,464   3,535 929
698,910   399,998 298,912
1,686   1,196 490
31,392   23,914 7,478
15,174   9,769 5,405
13,649   9,301 4,348
55,179   33,189 21,990
61,434   50,015 11,419
799,260   776,578 22,682
22,353   22,296 57
21,568   21,242 326
19,608   20,718 -1,110
11,372   12,072 -700
53,333   56,513 -3,180
48,297   61,890 -13,593
10,672   12,652 -1,980
11,450   13,257 -1,807
9,569   11,953 -2,384
5,741   5,416 325
3,244   3,369 -125
519   539 -20
324,470   284,183 40,287
34,819   28,817 6,002
2,836   2,374 462
540   452 88
380,740   315,000 65,740
13,479   10,712 2,767
2,868   2,279 589
3,392   2,794 598
2,544   2,095 449
848   698 150
1,374   1,174 200
30,494   26,065 4,429
3,417   3,177 240
219,709   254,522 -34,813
1,748   2,053 -305
2,039   2,402 -363
2,358   2,488 -130
1,765   1,970 -205
2,376   2,566 -190
613   650 -37
2,057   2,181 -124
1,620   1,832 -212
1,999   2,307 -308
2,443   2,771 -328
2,088   2,372 -284
2,502   2,648 -146
2,066   2,291 -225
1,820   2,049 -229
1,924   2,155 -231
762   873 -111
997   1,143 -146
964   1,109 -145
3,411   3,951 -540
1,027   1,190 -163
969   1,125 -156
840   968 -128
1,053   1,204 -151
904   1,064 -160
1,148   1,252 -104
1,049   1,082 -33
1,028   1,059 -31
1,209   1,179 30
900   914 -14
933   967 -34
1,142   1,136 6
13,797     13,797
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       42,024
b       17,101
c       2,411
d       4
e       263
      7
      10
      9
      5
      179
      -4,041
      -5,747
      305
      86
      42
      13
      4
      72
      -1,525
      -671
      -1,556
      -139
      -237
      11,439
      9,228
      3,813
      3,813
      3,813
      3,813
      3,813
      1,144
      4,707
      1,390
      1,615
      4,447
      5,714
      929
      298,912
      490
      7,478
      5,405
      4,348
      21,990
      11,419
      22,682
      57
      326
      -1,110
      -700
      -3,180
      -13,593
      -1,980
      -1,807
      -2,384
      325
      -125
      -20
      40,287
      6,002
      462
      88
      65,740
      2,767
      589
      598
      449
      150
      200
      4,429
      240
      -34,813
      -305
      -363
      -130
      -205
      -190
      -37
      -124
      -212
      -308
      -328
      -284
      -146
      -225
      -229
      -231
      -111
      -146
      -145
      -540
      -163
      -156
      -128
      -151
      -160
      -104
      -33
      -31
      30
      -14
      -34
      6
      13,797
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 2 552,618
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 964,800 22,889,576 0.042150
2011 362,894 18,784,230 0.019319
2010 139,019 12,090,421 0.011498
2009 76,000 3,349,382 0.022691
2008 84,000 1,750,782 0.047979
2 Total of line 1, column (d) ...................... 2 0.143637
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 0.028727
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 21,883,613
5 Multiply line 4 by line 3....................... 5 628,651
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 13,474
7 Add lines 5 and 6......................... 7 642,125
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,128,987
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 13,474
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 0
3 Add lines 1 and 2............................ 3 13,474
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,474
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 12,123
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 6,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,123
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 39
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 4,610
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet4,610 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)
    bulletCA
    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 addressbulletN/A
    14
    The books are in care ofbulletJOHN LEVECKE CO FIRST FOUNDATION Telephone no.bullet (877) 968-6328
    Located atbullet18101 VON KARMAN AVENUE SUITE 750IRVINECA ZIP+4bullet92612
    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
     
     
    .........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
     
     
    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
    JOHN R LEVECKE PRESIDENT
    1.00     		9,000 0 0
    18101 VON KARMAN AVENUE SUITE 750
    IRVINE,CA92612
    KATHRYN A LEVECKE-WILSON TREASURER
    1.00     		4,500 0 0
    18101 VON KARMAN AVENUE SUITE 750
    IRVINE,CA92612
    KATHRYN HENNIGAN DIRECTOR
    1.00     		4,500 0 0
    18101 VON KARMAN AVENUE SUITE 750
    IRVINE,CA92612
    MARY JOYCE LEVECKE-ARMEN SECRETARY
    1.00     		4,500 0 0
    18101 VON KARMAN AVENUE SUITE 750
    IRVINE,CA92612
    MARGUERITE SWEENEY-LEVECKE DIRECTOR
    1.00     		4,500 0 0
    18101 VON KARMAN AVENUE SUITE 750
    IRVINE,CA92612
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 THE PRINCIPAL ACTIVITY OF THE FOUNDATION IS TO MAKE GRANTS TO CHARITABLE ORGANIZATIONS TO HELP PROMOTE THEIR CHARITABLE PURPOSES. 0
    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.........................bullet0
    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
    1,094,181
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    13,474
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,474
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,080,707
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,080,707
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    1,080,707
    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 1,080,707
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 1,029,412
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,128,987
    a Applied to 2012, but not more than line 2a 1,029,412
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 99,575
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 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 ..........     		981,132
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    ALBERTSONS BOISE OPEN
    5671 SOUTHWEST ARTIC DRIVE
    BEAVERTON,OR97005     		  501(C)(3) CHARITABLE PURPOSES 30,000
    ASSISTANCE LEAGUE OF ORANGE CALIF INC
    124 SOUTH ORANGE STREET
    ORANGE,CA928661424     		  501(C)(3) CHARITABLE PURPOSES 5,000
    BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES INC
    800 SOUTH FIGUEROA STREET SUITE 620
    LOS ANGELES,CA900172537     		  501(C)(3) CHARITABLE PURPOSES 5,000
    BIG BROTHERS BIG SISTERS OF ORANGE COUNTY
    14131 YORBA STREET SUITE 200
    TUSTIN,CA92780     		  501(C)(3) CHARITABLE PURPOSES 17,000
    BOY SCOUTS OF AMERICA ORANGE COUNTY COUNCIL
    1211 EAST DYER ROAD
    SANTA ANA,CA927055605     		  501(C)(3) CHARITABLE PURPOSES 4,000
    CAMP KOREY
    28901 NE CARNATION FARM RD
    CARNATION,WA980148800     		  501(C)(3) CHARITABLE PURPOSES 25,000
    CASA TERESA INC
    POST OFFICE BOX 429
    ORANGE,CA92856     		  501(C)(3) CHARITABLE PURPOSES 15,000
    CATHOLIC CHARITIES OF ORANGE COUNTY
    1820 EAST 16TH STREET
    SANTA ANA,CA92701     		  501(C)(3) CHARITABLE PURPOSES 10,000
    CATHOLIC RELIEF SERVICES INC
    228 WEST LEXINGTON STREET
    BALTIMORE,MD212037090     		  501(C)(3) CHARITABLE PURPOSES 5,143
    CHOC CHILDREN'S FOUNDATION
    455 SOUTH MAIN STREET
    ORANGE,CA92868     		  501(C)(3) CHARITABLE PURPOSES 25,000
    CYSTIC FIBROSIS FOUNDATION
    2150 SOUTH TOWNE CENTRE PLACE SUITE
    120
    ANAHEIM,CA928066125     		  501(C)(3) CHARITABLE PURPOSES 1,500
    DOMINICAN SISTERS OF MISSION SAN JOSE
    43326 MISSION BOULEVARD
    FREMONT,CA945395829     		  501(C)(3) CHARITABLE PURPOSES 30,000
    FLINTRIDGE SACRED HEART ACADEMY
    440 SAINT KATHERINE DRIVE
    FLINTRIDGE,CA91011     		  501(C)(3) CHARITABLE PURPOSES 1,500
    HOLY FAMILY CATHEDRAL
    566 SOUTH GLASSELL STREET
    ORANGE,CA92866     		  501(C)(3) CHARITABLE PURPOSES 5,000
    HOLY FAMILY CATHEDRAL SCHOOL
    566 SOUTH GLASSELL STREET
    ORANGE,CA92866     		  501(C)(3) CHARITABLE PURPOSES 30,000
    LA PURISIMA CATHOLIC CHURCH
    11712 NORTH HEWES STREET
    ORANGE,CA92869     		  501(C)(3) CHARITABLE PURPOSES 44,990
    LA PURISIMA CATHOLIC SCHOOL
    11712 NORTH HEWES STREET
    ORANGE,CA92869     		  501(C)(3) CHARITABLE PURPOSES 20,000
    LOYOLA MARYMOUNT UNIVERSITY
    1 LMU DRIVE UNIVERSITY HALL 2800
    LOS ANGELES,CA900452678     		  501(C)(3) CHARITABLE PURPOSES 25,000
    MATER DEI HIGH SCHOOL
    1202 WEST EDINGER AVENUE
    SANTA ANA,CA92707     		  501(C)(3) CHARITABLE PURPOSES 133,000
    ORANGE CATHOLIC FOUNDATION
    2811 EAST VILLA REAL DRIVE
    ORANGE,CA92867     		  501(C)(3) CHARITABLE PURPOSES 156,353
    OUR LADY OF SOLEDAD CATHOLIC CHURCH
    52555 OASIS PALM AVENUE
    COACHELLA,CA924044607     		  501(C)(3) CHARITABLE PURPOSES 5,000
    OUR LADY QUEEN OF ANGELS CATHOLIC SCHOOL
    2046 MAR VISTA DRIVE
    NEWPORT BEACH,CA92660     		  501(C)(3) CHARITABLE PURPOSES 5,000
    PASTORAL SERVICES APPEAL
    POST OFFICE BOX 14195
    ORANGE,CA928631595     		  501(C)(3) CHARITABLE PURPOSES 5,000
    PROVIDENCE SPEECH AND HEARING CENTER
    1301 WEST PROVIDENCE AVENUE
    ORANGE,CA92866     		  501(C)(3) CHARITABLE PURPOSES 21,000
    ROSARY HIGH SCHOOL
    1340 NORTH ACACIA AVENUE
    FULLERTON,CA92831     		  501(C)(3) CHARITABLE PURPOSES 19,524
    SEATTLE CHILDRENS HOSPITAL
    PO BOX 5371 MSC RC-507
    SEATTLE,WA981455005     		  501(C)(3) CHARITABLE PURPOSES 25,000
    SERVITE HIGH SCHOOL
    1952 WEST LA PALMA AVENUE
    ANAHEIM,CA92801     		  501(C)(3) CHARITABLE PURPOSES 299,023
    SOVEREIGN ORDER OF MALTA-WESTERN ASSOCIATION
    465 CALIFORNIA SREET SUITE 818
    SAN FRANCISCO,CA941041820     		  501(C)(3) CHARITABLE PURPOSES 15,000
    ST CATHERINE'S MILITARY ACADEMY
    215 NORTH HARBOR BOULEVARD
    ANAHEIM,CA92805     		  501(C)(3) CHARITABLE PURPOSES 45,000
    ST JULIANA FALCONIERI SCHOOL
    1316 NORTH ACACIA AVENUE
    FULLERTON,CA92831     		  501(C)(3) CHARITABLE PURPOSES 3,500
    ST NORBERT CATHOLIC CHURCH
    300 EAST TAFT AVENUE
    ORANGE,CA928654330     		  501(C)(3) CHARITABLE PURPOSES 3,000
    TALLER SAN JOSE
    801 NORTH BROADWAY
    SANTA ANA,CA92701     		  501(C)(3) CHARITABLE PURPOSES 70,000
    Total .................................bullet 3a 1,104,533
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ............     		    14 308,471  
    4 Dividends and interest from securities....     14 609,490  
    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 .............     		    14 13,797 538,821
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 931,758 538,821
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,470,579
    (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.)
    8 N/A
    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
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
     
    Employer identification number

    33-0605566
    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
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
          		Employer identification number

    33-0605566
    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
    ESTATE OF REED J LEVECKE
     

       
    10810 INLAND AVENUE
     
    MIRA LOMA, CA91752

    		$718,273


    (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
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
          		Employer identification number

    33-0605566
    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
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
          		Employer identification number

    33-0605566
    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:
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
    EIN: 33-0605566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,100 5,050 0 5,050

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
    EIN: 33-0605566
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 7,225,001 7,225,001

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
    EIN: 33-0605566
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 9,951,579 9,951,579

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
    EIN: 33-0605566
    US Government Securities - End of Year Book Value:

    165,750
    US Government Securities - End of Year Fair Market Value:

    165,750
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 LegalFeesSchedule
    Name:
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
    EIN: 33-0605566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 6,930 3,465 0 3,465


    TY 2013 OtherDecreasesSchedule
    Name:
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
    EIN: 33-0605566
    Description Amount
    PRIOR PERIOD ADJUSTMENT 3,010,147


    TY 2013 OtherExpensesSchedule
    Name:
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
    EIN: 33-0605566
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSE 98,676 98,676 0 0
    BANK FEES 675 338 0 337
    SUBSCRIPTIONS 187 94 0 93
    COMPUTER EXPENSES 3,256 1,628 0 1,628
    POSTAGE 713 357 0 356


    TY 2013 OtherIncreasesSchedule
    Name:
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
    EIN: 33-0605566
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 742,714
    DISCOUNT ON NOTE RECEIVABLE 990,087


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
    EIN: 33-0605566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BUSINESS FEES 75 0 0 0


    TY 2013 TaxesSchedule
    Name:
    THE LEVECKE FAMILY FOUNDATION CO FIRST FOUNDATION
    EIN: 33-0605566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAXES 756 0 0 0
    STATE INCOME TAXES 297 0 0 0
    PROPERTY TAXES 28 28 0 0