Form 990-PF Return of Private Foundation OMB No 1545-0052or Section 4947( a)(1) Nonexempt Charitable Trust 2©12Department of the Treasury

Treated as a Private FoundationInternal Revenue Service Note . The foundation may be able to use a copy of this return to satisfy state reporting requirements • • '

For calendar y ear 2012 or tax y ear beg inning , 2012 , and endin , 20Name of foundation A Employer identification number

LEFKOVITZ FOUNDATION 36-3734049

c^7

I-MDIJ

Number and street (or P 0 box number if mail is not delivered to street address) Room/suite B Telephone number (see instructions)

(262) 723-6006

16 ELM STREET

City or town, state, and ZIP code

C If exemption application is ► q

ELKHORN, WI 53121-1614pending , check here • • • • • • •

G Check all that apply Initial return Initial return of a former public charity D I Foreign organizations , check here . ► qFinal return Amended return 2 Foreign organizat ions meeting the

Address change Name changee5% test, check here and attach ►qcomputation . . . . . . .

H Check type of organization X Section 501(c 3 exempt private foundation

Section 4947 (a )( 1 ) nonexem pt chantable trust Other taxable p rivate foundationE If private foundation status was terminated

under section 507(b)(1)(A), deck here . io. qFair market value of all assets at end J Accounting method X Cash Accrual F If the foundation is in a 60-month temunabonof year (from Part Il, col (c), line Other (specify) ---------------------- under section 507(b)(1)(B),check here 10. q16) 0- $ 1,167,759. (Part 1, column (d) must be on cash basis )

Analysis of Revenue and Expenses (The (a) Revenue and(d) Disbursements

total of amounts in columns (b), (c), and (d) (b) Net investment (c) Adjusted net for charitable

may not necessarily equal the amounts inexpenses per

booksincome income purposes

column (a) (see instructions)) (cash basis onl y)

I ContnbubonAs.efts, grants , etc. received (attach schedule)

2 CheckI I If the foundation is not required tol_JNo- attach Sch B . . . .

3 Interest on savings and temporary cash investments 390. 390. ATCH 1

4 Dividends and interest from securities . . . 13,219. 13, 219. ATCH 2

S a Gross rents • • • . . . . . . . . . . . . . .

b Net rental income or (loss) 4

at 6a Net gain or (loss) from sale of assets not on line 10 11 , 8 7 6 . x"-

b Gross sales price for all 39 927y

, .assets on line 6a

>m 7 Capital gain net income (from Part IV, line 2) 11 876..

„FOR

8 Net short-term capital gain . . . . . . . . . ^" 9 -W'

9 Income modifications . . . . . . . . . . ^A It _I '_.

10 a Gross sales less returnsand allowances

b Less Cost of goods sold '• ,

c Gross profit or (loss) (attach schedule) J€

11 Other income (attach schedule)

12 Total. Add lines 1 throu gh 11 25,485. 25,

13 Compensation of officers, directors, trustees, etc 0

y 14 Other employee salaries and wages . . . . .at

15 Pension plans, employee benefits • • • • •

cl 16a Legal fees (attach schedule) ATCH 3 100. 00 ,xW

....

b Accounting fees (attach schedule) • • • •

c Other professional fees (attach schedule) . . .

2 17 Interest.... •. •. •.......... 1in

18 Taxes (attach schedule) (see instn,dions)ATC . 4 310.cE 19 Depreciation (attach schedule) and depletion. t °. ,

Q 20 Occupancy • . • • . . . . . . . . . . . . .

21 Travel, conferences, and meetings • • • • • ,

10 22 Printing and publications . . . . . . . . . .cr,• 23 Other expenses (attach schedule)AI2CE a 35.

24 Total operating and administrative expenses.

Add lines 13 through 23 . . . . . . . . . . 4 9 5 .0

25 Contributions, gifts, grants paid . . . . . . . 61, 700. 61,700

26 Total expenses and disbursements . Add lines 24 and 25 62, 145. 0 61,700

27 Subtract line 26 from line 12

a Excess of revenue over expenses and disbursements -36 ,660. - r

b Net Investment Income (if negative, enter -0-) 25,485. ,

.c Adjusted net income ( if negative, enter -0- ) . -

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90 • I`f ^\

Form 990-PF 120121 Paae 2Attached schedules and amounts in the

fl h ld b dBeginning of year End of year®

or enumn s ou e -of-yearBalance Sheets descnption coamounts only (See instructions) (a) Book Value (b) Book Value (c) Fair Market Value

I Cash - non-interest-bearing . . . . . . . . . . . . . . . . .

2 Savings and temporary cash investments .. . . .. . . . 19,374 . 10,588. 10,588

3 Accounts receivable ► -------------------------

Less allowance for doubtful accounts ►-

-------------4 Pledges receivable ► _ - ^_ _------------------------

Less- allowance for doubtful accounts ►---------- ----------^_^ _ _^ __

_ _ _ _ _ _ _ _ _ _ _ _ _

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) ► -----Less allowance for doubtful accounts ► _ _ _ _ _ __ _ _ _ _ _ _

8 Inventones for sale or use

(u+a 9 Prepaid expenses and deferred charges . ,

10 a Investments - U S and state government obligations (attach schedule). 172,772. 172,772. 275,336

b Investments - corporatestock(attach schedule) ATCH. 7. 622, 528. 594, 477. 873, 588

c Investments - corporate bonds (attach schedule). . . . . . . .11 Investments - land, buildings , ►

ment basisand e ui^;----

e-----pq ----- -------------

Less accumulated depreciation ►att h chedule)

-

( ------------------ac s

12 Investments - mortgage loans . . . . . . . . . . . . . . . .

13 Investments - other (attach schedule) . . . . . . . . . . . . .14 Land, buildings, and

equipment basis ► -xs^^ _w _ _ ^.^ ^^._t-.__ _,- - - - - - - - - - - - - - - - - -Less accumulated depreciation p.(attach schedule)

AT_CH_-8_-----)15 Otherassets(descnbe ► 8,070. 8,247. 8,247______---16 Total assets (to be completed by all filers - see the

instructions Also, see page 1, item 1) , 822,744 . 786, 084. 1, 167, 759.

. , ,17 Accounts payable and accrued expenses , , , , , , , ,

. . . .18 Grants payable

U)

. . . . . . . . . . . . . . . . . . .

19 Deferred revenue . . . . . . . . . . . . . . . . . . . . . . 4A^20 Loans from officers, directors , trustees, and other disqualified persons `'• ?$r`^ ` s

m 21 Mortgages and other notes payable (attach schedule)

s

__22 Other liabilities (describe ► ) :^ ? x______________ ___

23 Total liabilities (add lines 17 through 22) . 0

g

Foundations that follow SFAS 117, check here ►and com plete lines 24 throug h 26 and lines 30 and 31.

24 Unrestricted . . . . . . . . . . . . . . . . . . . . . . . .a. i

25 Temporarily restricted a ns'' "`

26 Permanently restricted

LL

H

,,,,,,,,,,,,,,,,,,,,

Foundations that do not follow SFAS 117,check here and complete lines 27 through 31. ►

27 Capital stock, trust principal, or current funds , , . . . . . . .

",

{

ID 28 Paid - in or capital surplus, or land, bldg , and equipment fund , , , ,

Q 29 Retained earnings, accumulated income, endowment, or other funds , 822,744. 7 8 6, 0 8 4 .

a 30 Total net assets or fund balances (see Instructions), , , , , , 822,744. 786, 084.Z

31 Total liabilities and net assets/fund balances (see

mstructlons) . 822, 744. 786, 084.

Analysis of Changes in Net Assets or Fund BalancesI 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 pnor years return) , , , , , , , , , , , , , , , , , , , , , , , , 1 822, 744

2 Enter amount from Part I, line 27a 2 -36, 660

3 Other increases not included in line 2 (itemize) ► 3-------------------------------------

4 Add lines 1, 2, and 3 4 786,084

5 Decreases not included in line 2 (itemize ) ► 56 Total net assets or fund balances at end of ear line 4 minus line 5 Part II column b Ilne 30 . .. 6 786, 084

**ATCH 6 Form 990-PF (2012)

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Form 990-PF (2012) Page 3

a ital Gains and Losses for Tax on Investment Income

(a) List and describe the kind (s) of property sold (e g , real estate,

brick warehouse , or common stock , 200 shs MLC Co )

HowacquiredP-Pa^^D - Donatan

(c) Dateacquired

(mo , day , yr(d) Date sold( day ,mo, y , yr)

la SEE PART IV SCHEDULE

b

cd

e

(e) Gross sales price (f) Depreciation allowed(or allowable)

(g) Cost or other basisplus expense of sale

(h) Gain or (loss)(e) plus ( f) minus (g)

ab

cd

eCom plete onl y for assets showin g gain in column ( h ) and owned by the foundation on 12/31169 (I) Gains (Col (h) gain minus

(1) F M V as of 12 /31/69 U)Adjusted basis

as of 12/31/69( k) Excess of col (i)over col 0), if any

col ( k), but not less than -0-) orLosses (from col (h))

ab

cd

e

2 Capital gain net income or ( net capital loss )If gain , also enter in Part I, line 7

{ If (loss ), enter -0- in Part I, line 7 } 2 11,876.

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 J 3 0

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? q Yes q No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part

1 Enter the app ropriate amount in eacn column Tor eacn year see the instructions Detore main any entries

Base period years

Calendar year (or tax year beginning in) Adjustedual (bn distributions4 ^ 9 Net value of nonchantable use assets

Distnbutlon ratio( col (b) divided by col (c))

2011 59,100. 991,029. 0.059635

2010 61,500. 600,408. 0.102430

2009 102,250. 815,677. 0.125356

2008 110,549. 820,246. 0.134775

2007 85,669. 704,407. 0.121619

2 Total of line 1 , column (d) 2 0.543815

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 . 108763

4 Enter the net value of noncharltable-use assets for 2012 from Part X , line 5 4 1,048,392.

5 Multiply line 4 by line 3 , ,, , , , , , , , , , ,,, , , , , , , , , , , ,, , , , , , , , , , , 5 114, 026.

6 Enter 1 % of net investment income ( 1% of Part I, line 27b ) 6 255.

7

. .. . . . ... .. .

Add lines 5 and 6

. . . . .. .

7 114,281.

8 Enter qualifying distributions from Part XII, line 4 8 61,700.

If line 8 is equal to or areater than line 7. check the box in Part VI' line 1b . and complete that Dart usina a 1 % tax rate See thePart VI instructions

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Form 990-PF (2012) Page 4

Excise Tax Based on Investment Income (Section 4940 (a), 4940 ( b), 4940 ( e), or 4948 - see instructions)

I a Exempt operating foundations described in section 4940 ( d)(2), check here ► and enter " N/A" on line 1

( attach copy of letter If necessary - see Instructions )Date of ruling or determination letter _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 510.

here ► q and enter 1 % of Part I, line 27b ic 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 3 510.

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 . . . . . . . . . . . . . 5510.

6 Credits/Payments

a 2012 estimated tax payments and 2011 overpayment credited to 2012 , , , , 6a 37.

b Exempt foreign organizations - tax withheld at source , , , , , . . . . . . . 6b

c Tax paid with application for extension of time to file ( Form 8868). . . . . . . 6c 499.

6dd Backup withholding erroneously withheld

'

. . . . . . . . . . . . . . . . .

7 Total credits and payments Add lines 6a through 6d . . . . . 7 536.

8 Enter any penalty for underpayment of estimated tax Check here q if Form 2220 is attached . . . . . . . 8 6 .

9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed . . . . . . ► 9

10 Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overpaid ► 10 20 .1 1 Enter the amount of line 10 to be Credited to 2013 estimated tax ► 20 . Refunded ► 11

Statements Regarding Activities

Ia During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate Yes No

or intervene in any political campaign? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 a X

b Did it spend more than $100 during the year ( either directly or indirectly) for political purposes (see Instructions for the

definition ) ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b X

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? J.., , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,d Enter the amount ( if any) of tax on political expenditures ( section 4955 ) imposed during the year

(1) On the foundation $ (2) On foundation managers $

e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on

foundation managers ► $2 Has the foundation engaged in any activities that have not previously been reported to the IRS? 2

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

4a Did the foundation have unrelated business gross income of $1 , 000 or more during the year? . . . . . . . . . . . . . . . . . 4a

b If "Yes ," has it filed a tax return on Form 990 -T for this year? 4

5 Was there a liquidation, termination , dissolution, or substantial contraction during the year? 5

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

7 Did the foundation have at least $ 5,000 in assets at any time during the year? If "Yes,"complete Part 11, col (c), and Part XV

8a Enter the states to which the foundation reports or with which it is registered (see instructions )

I L,- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

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) LLt-

of each state as required by General Instruction G If "No," attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . 8b X

9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942 (1)(3) or _. .

4942 0)( 5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XN)? If "Yes," complete

PartX/V .......................................................... 9 X

10 Did any persons become substantial contributors during the tax yeah If "Yes," attach a schedule listing their names and

addresses ......................................................... 10 X

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Statements Regarding Activities (continued)

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 X

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 X

13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? . . . 13 X

Website address ► N/A-----------------------------------------------------------------------------14 The books are in care of ► DONNA NESHEK Telephone no ► -----262 7236006

Located at WI___________ ZIP+4

15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990- PF in lieu of Form 1041 - Check here . . . . . . . . . . . .

and enter the amount of tax-exempt interest received or accrued during the year . . . . . . . . . . . . . . . . . . ► 15L16 At any time during calendar year 2012 , did the foundation have an interest in or a signature or other authority Yes No

over a bank , securities , or other financial account in a foreign country? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 X

See the instructions for exceptions and filing requirements for Form TD F 90-22 1 If "Yes," enter the name of

the forei gn country

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

I a 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? . . . . . . . . q Yes Q No

(2) Borrow money from , lend money to, or otherwise extend credit to (or accept it from ) a

disqualified person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No

(3) Furnish goods , services , or facilities to (or accept them from ) a disqualified person?. . . . . . . Yes X No

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? . . . . . . . Yes X No

(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 ) ? . . . . . . . . . . . . . . . . . . . . . . . . . . . q Yes No ,

(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 ) . . . . . . . . . . . . . . . . El Yes q No

b If any answer is "Yes" to la(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 instructions)? . . . . . . . . . . . 1 b

Organizations relying on a current notice regarding disaster assistance check here . . . . . . . . . . . . . . ► q

c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts , that

were not corrected before the first day of the tax year beginning in 2012 . . . . . . . . . . . . . . . . . . . . . . . . . . 1c X

2 Taxes on failure to distribute income ( section 4942 ) ( does not apply for years the foundation was a private

operating foundation defined in section 49420 )(3) or 49420)( 5)) %.1

a At the end of tax year 2012, did the foundation have any undistributed income (lines 6d and

6e, Part XI li ) for tax year ( s) beginning before 2012 . . . . . . . . . . . . . . . . . . . . . . . . . q Yes 0 No

If"Yes" list the years

1b 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 X

c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a , list the years here,i {

► - - I -------- -' - ----- r a..

3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise

at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . q Yes q No k,n

b If "Yes ," did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation or

disqualified persons after May 26 , 1969, (2) the lapse of the 5-year period (or longer period approved by the

Commissioner under section 4943 ( c)(7)) to dispose of holdings acquired by gift or bequest, or (3) the lapse of

the 10 -, 15-, or 20 year first phase holding period? (Use Schedule C, Form 4720, to determine if the

foundation had excess business holdings in 2012) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b

4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? . . . . . . . . 4a

b Did the foundation make any investment in a prior year (but after December 31, 1969) that could j eopardize its

charitable ouroose that had not been removed from jeopardy before the first day of the tax year beginn in g in 2012? . . 4b X

Form 990-PF (2012)

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Statements Regarding Activities for Which Form 4720 May Be Required (continued)

5a During the year did the foundation pay or incur any amount to ; ' • ` , ;'; z ip

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? . . . . . . q Yes q No s x„1

(2) Influence the outcome of any specific public election (see section 4955), or to carry on, =g :`

directly or indirectly, any voter registration drive? . . . . . . . . . . . . . . . . . . . . . . Yes X No

(3) Provide a grant to an individual for travel, study, or other similar purposes? . . . . . . . . . . . Yes LX] No

(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) . . . . . . . . . . . . . . q Yes q No t

(5) Provide for any purpose other than religious, charitable, scientific, literary, or educational

purposes, or for the prevention of cruelty to children or animals') . . . . . . . . . . . . . . . . . q Yes No

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

Organizations relying on a current notice regarding disaster assistance check here . . . . . . . . . . . . . . . . . . . ► q '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? . . . . . . . . . . . . . . . . . . . q Yes No

^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 , a 1

on a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . q Yes q No '_ •

b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . . . . . . . . . 6b X

If "Yes" to 6b, file Form 8870 m

7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? q Yes No

^

b If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? 7b

Information About Officers, Directors, Trustees, Foundation Managers , Highly Paid Employees,and Contractors

I list all nffir_ers d irectors trusteec fnundatinn mananers and their comnensation (see instructioncl _

(a) Name and address(b) Title, and average

hours per weekdevoted to position

(c) Compensation( If not paid ,enter -0-

(d) Contnbubons toemployee benefit plans

and deferred compensation

(e) Expense account,other allowances

-------------------------------------ATCH 9 0

-------------------------------------

-------------------------------------

-------------------------------------

2 Compensation of five highest -paid emolovees ( other than those included on line I - see instructi ons). If none. enter"NONE."

(a) Name and address of each employee paid more than $50 ,000(b) Title, and average

hours per weekdevoted to position

(c) Compensation

(d) Contributions toemployee benefitplans and deferredcompensation

(e) Expense account,other allowances

-------------------------------------NONE

-------------------------------------

-------------------------------------

-------------------------------------

-------------------------------------

Total number of other em p loyees paid over $50 , 000 . ►Form 990-PF (2012)

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Information About Officers, Directors , Trustees , Foundation Managers , Highly Paid Employees,and Contractors (continued)

3 Five hig hest-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 seance (c) Compensation

---------------------------------------------------------NONE

Total number of others receiving over $50,000 for professional services .. ...... .... .......... ►

Summary of Direct Charitable Activities

List the foundation 's four largest direct chartable activities dung the tax year Include relevant statistical information such as the number of

organizations and other beneficiaries served , conferences convened , research papers produced, etcEases

I N/A---------------------------------------------------------------------------

---------------------------------------------------------------------------

2---------------------------------------------------------------------------

---------------------------------------------------------------------------

3---------------------------------------------------------------------------

---------------------------------------------------------------------------

4

---------------------------------------------------------------------------

n T 7 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 NONE---------------------------------------------------------------------------

---------------------------------------------------------------------------

2---------------------------------------------------------------------------

---------------------------------------------------------------------------

All other program -related investments See instructions

3 NONE---------------------------------------------------------------------------

---------------------------------------------------------------------------

Total. Add lines 1 throug h 3 . ►Form 990-PF (2012)

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Form 990-PF (2012) Page 8

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

I Fair market value of assets not used ( or held for use) directly in carrying out charitable , etc ,

purposesa Average monthly fair market value of securities Ia 1,035,961.

b Average of monthly cash balances . . . . . lb 20, 149.

c Fair market value of all other assets (see instructions )

.

1c 8,247.

d Total (add lines 1a , b, and c) . _ . _ _ .. . . . Id 1, 064, 357 .

e Reduction claimed for blockage or other factors reported on lines 1a and

1 c (attach detailed explanation ) 1 e

2 Acquisition indebtedness applicable to line 1 assets 2

3 Subtract line 2 from line 1d ........................................

.

3 1,064,357.

4 Cash deemed held for charitable activities Enter 1 112 % of line 3 (for greater amount, see

instructions ).. . . . . . .... . . . . . . . ..... ......... ........ 4 15, 965.5 Net value of noncharitable-use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 5 1, 048, 392.6 Minimum investment return . Enter 5% of line 5 6 52,420.

Distributable Amount (see instructions ) ( Section 49420 )(3) and 0 )( 5) private operatingfoundations and certain foreign organizations check here ► n and do not complete this part)

I Minimum investment return from Part X, line 6 . ... .. .. 1 52, 420.

2a Tax on investment income for 2012 from Part VI, line 5 2a 510.

b Income tax for 2012 (This does not include the tax from Part VI) 2b

c Add lines 2a and 2b .........................................

_

2c 510.

3 Distributable amount before adjustments. Subtract line 2c from line 1 3 51,910.

4 Recoveries of amounts treated as qualifying distributions , , , ,, , , , , , , , , , , ,, , , , , , 4

5 Add lines 3 and 4 5 51,910.

6 Deduction from distributable amount (see instructions ) ........ . . . . . ...... 67 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII,

line 1 7 51,910.

Qualifying Distributions (see instructions)

I Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes

a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 , , , . , . , . . .. . Ia 61, 700.

b Program-related investments - total from Part IX-B

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc ,________________________

purposes

3 Amounts set aside for specific charitable projects that satisfy the

a Suitability test (prior IRS approval required)

.

b Cash distribution test (attach the required schedule )

.

4 Qualifying distributions . Add lines la through 3b Enter here and on Part V, line 8, and PartXIII, line 4 61, 700 .

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) 0

6 Adjusted qualifying distributions . Subtract line 5 from line 4 61,700.

Note . The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundationqualifies for the section 4940(e) reduction of tax in those years.

Form 990-PF (2012)

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Form 990 -PF(2012) Page 9

Undistributed Income (see instructions)

(a) (b) (c) (d)

1 Distributable amount for 2012 from Part XI , Corpus Years prior to 2011 2011 2012

line 7 .......... .......... 51,910.

2 Undistributed income , if any, as of the end of 2012

a Enter amount for 2011 only , , , ,

b Total for pnor years 20 10 ,20 09 20 08

3 E-xcess distributions carryover , if any , to 2012 ^Wl

a From 2007 52,511.

b From 2008 69,839.

c From 2009 61,753.

d From2010 31,757.

e From 2011 9,822.

f Total of lines 3a through e , , , , , , , , , , 225,682.

4 Qualifying distributions for 2012 from Part XII,

line4 ► $ 61,700.a Applied to 2011, but not more than line 2a , , ,

b Applied to undistributed income of prior years(Election required - see instructions ) , , , . , ,

c Treated as distributions out of corpus ( Electionrequired - see instructions ) , , , , , , , , ,

d Applied to 2012 distributable amount , , , , 51,910.

e Remaining amount distributed out of corpus 9,790. ,' _

5 Excess distributions carryover applied to 2012(If an amount appears in column (d), the sameamount must be shown in column (a))

6 Enter the net total of each column asindicated below :

a Corpus Add lines 3f, 4c, and 4e Subtract line 5 235,472. a Ai ,` 4 1, €

b Prior years ' undistributed income Subtractline 4b from line 2b

c Enter the amount of prior years' undistributedincome for which a notice of deficiency has beenissued , or on which the section 4942 ( a) tax hasbeen previously assessed . . . . . . . . . . . . .

a4"d Subtract line 6c from line 6b Taxable °

amount - see instructionse Undistributed income for 2011 Subtract line

4a from line 2a Taxable amount - seeinstructions . .. . . ... . . . . .. .. .

f Undistributed income for 2012 Subtract lines °4d and 5 from line 1 This amount must bedistributed in 2013 ,,,,,,,,,,,,,

7 Amounts treated as distributions out of corpus

to satisfy requirements imposed by section

170(b)(1 )( F) or 4942 ( g)(3) (see instructions )

8 Excess distributions carryover from 2007 not

applied on line 5 or line 7 (see instructions ) . . 52,511.

9 Excess distributions carryover to 2013.

Subtract lines 7 and 8 from line 6a 182, 961.

10 Analysis of line 9

a Excess from 2008 . . . 69,839 .

b Excess from 2009 . 61,753.

c Excess from 2010 . 31,757.

d Excess from 2011 . . . 9,822 .

e Excess from 2012 . . . 9,790.

Form 990-PF (2012)

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Form 990-PF (2012 ) Page 10

Private Operating Foundations (see instructions and Part VII-A, question 9 ) NOT APPLICABLE

I a If the foundation has received a ruling or determination letter that it is a private operating

foundation , and the ruling is effective for 2012 , enter the date of the ruling . . . . . . . . . ►b Check box to indicate whether the foundation is a private operating foundation described in section 4942(j)(3) or 49420)(5)

2 a Enter the lesser of the ad-Tax year Prior 3 years

(e) Totaljusted net income from Part (a) 2012 (b) 2011 (c) 2010 (d) 2009

I or the minimum investmentreturn from Part X for eachyear listed . . . . , . .

b 85% of line 2a . . . . .

C Qualifying distributions from Part

Xii, line 4 for each year fisted

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 Iine 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(1)(3)(B)(i). .

b "Endowment" alternative test-

enter 2/3 of minimum invest-

ment return shown in Part X

line 8 for each year listed . .

C "Support" lternative 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

GX3)(s)(ii^ .

(3) Largest amount of sup-

port from an exempt

organ ization , , ,

4 Gross Investment moome .

Supplementary Information (Complete this part only if the foundation had $5 , 000 or more in assetsat any time during the year - see instructions.)

I Information Regarding Foundation Managers:

a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundationbefore the close of any tax year (but only if they have contributed more than $5,000) (See section 507(d)(2).)

N/A

b List 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

N/A2 Information Regarding Contribution , Grant, Gift, Loan, Scholarship , etc., Programs:

Check here ►Q if the foundation only makes contributions to preselected charitable organizations and does not acceptunsolicited requests for funds If the foundation makes gifts, grants, etc (see instructions) to individuals or organizations underother conditions, complete items 2a, b, c, and d

a The name, address, and telephone number or e-mail of the person to whom applications should be addressed

b The form in which applications should be submitted and information and materials they should include.

c Any submission deadlines

factors.ns or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other

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Form 990 -PF (2012 ) Page 11

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future PaymentRecip ient If recipient is an individual ,show any relationship to Foundation Purpose of grant or Am t

Name and address (home or business) anyfoundation manager

or substantial contributortatuofreci p ient

contributionoun

a Paid during the year

ATCH 10

................................................. 00.Total 3a 61, 700.

b Approved for future payment

Total 3b................................................. 10-Form 990-PF (2012)

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Form 990-PF (2012) Paae 12

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

(a) (b) (C) (d) function incomeI Program service revenue Business code Amount Exclusion code Amount ( See instructions

a

b

c

d

e

f

g Fees and contracts from government agencies

2 Membership dues and assessments

3 Interest on savings and temporary cash investments 14 390.

4 Dividends and interest from securities 14 13,219 .

5 Net rental income or (loss) from real estate

a Debt-financed property . . . . _ . . ,

b Not 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 11,876.

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) . . . 25,485.

13 Total . Add line 12 , columns ( b), (d), and (e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 25,485.

(See worksheet in line 13 instructions to verify calculations )

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No. Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to they accomplishment of the foundation ' s exempt purposes (other than by providing funds for such purposes ) (See Instructions )

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Form 990-PF (2012)

Form 990-PF (2012 ) Page 13

Information Regarding Transfers To and Transactions and Relationships With NoncharitableExempt Organizations

1 Did the organization directly or indirectly engage in any of the following with any other organization described Yes No

in section 501(c ) of the Code (other than section 501(c )( 3) organizations) or in section 527, relating to political

organizations'

a Transfers from the reporting foundation to a noncharitable exempt organization of

(1) Cash ......................................................... 1a1 X

(2) Other assets .. .. . . .. . . . . . . . . .. . .. . . .. . . . . .. . . .. . .. . . .. . .. . .. .. ... 1a ( 2 ) X

b Other transactions.

(1) Sales of assets to a noncharitable exempt organization . . . . . . .. . . .. . .. . . .. . . .. . . .. .. 1 b ( l ) X

(2) Purchases of assets from a noncharltable exempt organization . . .. . . .. . .. . . .. . . .. .. .. .. 7 b ( 2 ) X

(3) Rental of facilities , equipment , or other assets . ... ....... .... .. . ... .............. 7b ( 3 ) X

(4) Reimbursement arrangements .. .. . ... ........... .... .. . .............. ... I b 4 X

(5) Loans or loan guarantees . . . . . .. . . .. . .. . . .. . . . . . . . . .. . .. . . .. . . .. . . .. ... 1 b 5 X

(6) Performance of services or membership or fundraising solicitations .. . .. . ... ........... ... I b 6 X

c Sharing of facilities , equipment , mailing lists , other assets , or paid employees .. . ... ........... .. 9c X

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 nonchantable exempt organization (d) Description of t ransfers , transactions , and sharing arrangements

N/A N/A

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 5272 ... . ... .. .. .. q Yes Noh If "Vcc " rnm nimto the fniinwinn crhordi ilo

(a) Name of organization (b) Type of organization (c) Description of relationship

Under p,pnalties 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 d complete Declaration of preparer ( other than taxpayer) is based on all information of which preparer has any knowledge

Sign

Here1 O

May the IRS discuss this return

Signature of t rortrustee Date

PaidPnntlType preparer's name Pr

94____ EVIN HODGES

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9118DW

ESTIMATED TAX WORKSHEET FOR FORM 990-W

A 2013 Estimated Tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A

B Enter 100 % of Line A B.............................

C Enter 100 % of tax on 2012 FORM 990-PF . . . . . . . C

D Required Annual Payment (Smaller of lines B or C) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D

E Income tax withheld ( if applicable) , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , E

F Balance (As rounded to the nearest multiple of ) . . . . . . . . . . . . . . . . . . . . . . . . F 500.

Re_cnrri of Fctimat'd Tax Pavments

Payment number (a) Date ( b) Amount(c) 2012 overpayment

credit applied

(d) Total amount paid and

credited ( add ( b) and (c))

1 05/15/2013 20. 20.

2 06/17/2013

3 09/16/2013 500. 500.

4 12/16/2013

Total 500. 20. 520.

ESTIMATED PAYMENTS MUST BE MADE USING THE ELECTRONIC FEDERAL

TAX PAYMENTS SYSTEM (EFTPS). THIS WORKSHEET MERELY PROVIDES THE

AMOUNTS WHICH NEED TO BE PAID VIA THE ABOVE METHOD.

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FORM 990-PF - PART IVCAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME

Kind of Property Description Dateacquired

Date sold

Gross sale Depreciation Cost or FMV Add basis E ess of Gainprice less allowed / other as of as of FMVover or

exoenses of sale allowable hA In 12/31/ 9 12/31/69 ad i basis loss

430 SHS BERKSHIRE HATHAWAY INC P VAR 06/03/2012

PROPERTY TYPE: SECURITIES

34,903. 24,768. 10,135.

57 SHS BERKSHIRE HATHAWAY INC P VAR 09/24/2012

PROPERTY TYPE: SECURITIES

5,024. 3,283. 1,741.

TOTAL GAIN( SS) ....... ........................................ 11,876.

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ATTACHMENT 1

FORM 990PF, PART I - INTEREST ON TEMPORARY CASH INVESTMENTS

DESCRIPTION

AMERICAN ENTERPRISE INVESTMENT SERVICES

VENTURE FUND LLC

TOTAL

REVENUEAND NET

EXPENSES INVESTMENT

PER BOOKS INCOME

2. 2.388. 388.

390. 390.

ATTACHMENT 1

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ATTACHMENT 2

FORM 990PF, PART I - DIVIDENDS AND INTEREST FROM SECURITIES

REVENUEAND

EXPENSES

DESCRIPTION PER BOOKS

AMERICAN ENTERPRISE INVESTMENT SERVICES 13,219.

TOTAL

NETINVESTMENT

INCOME

13,219.

13,219. 13,219.

ATTACHMENT 2

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ATTACHMENT 3

FORM 990PF, PART I - LEGAL FEES

DESCRIPTION

LEGAL FEES

REVENUE

AND

EXPENSESPER BOOKS

100.

TOTALS 100.

NET ADJUSTEDINVESTMENT NET CHARITABLE

INCOME INCOME PURPOSES

ATTACHMENT 3

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ATTACHMENT 4

FORM 990PF, PART I - TAXES

REVENUEAND

EXPENSESDESCRIPTION PER BOOKS

FRANCHISE TAX 10.FEDERAL INCOME TAX 300.

TOTALS 310.

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ATTACHMENT 5

FORM 990PF, PART I - OTHER EXPENSES

DESCRIPTIONBANK CHARGES

REVENUEAND

EXPENSESPER BOOKS

35.

TOTALS 35.

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FORM 990PF, PART II - U.S. AND STATE OBLIGATIONS

DESCRIPTION

US TREASURY BONDS

US OBLIGATIONS TOTAL

ATTACHMENT 6

ENDINGBOOK VALUE

ENDINGFMV

172,772. 275,336.

172,772 . 275,336.

ATTACHMENT 6

ATTACHMENT 7

FORM 990PF, PART II - CORPORATE STOCK

ENDINGDESCRIPTION BOOK VALUE

STOCK 594,477.

TOTALS 594,477.

ENDINGFMV

873,588.

873, 588.

ATTACHMENT 7

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ATTACHMENT 8

FORM 990PF, PART II - OTHER ASSETS

ENDINGDESCRIPTION BOOK VALUE

FEDERAL TAX DEPOSITS 260.DUE FROM VENTURE FUND LLC 7,987.

TOTALS 8,247.

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ENDINGFMV

260.7,987.

8,247.

ATTACHMENT 8

FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES

TITLE AND AVERAGE HOURS PER

NAME AND ADDRESS WEEK DEVOTED TO POSITION

ARLENE LEFKOVITZ PRESIDENT DIRECTOR

1015 GREEN BAY ROAD

HIGHLAND PARK, IL 60035

GAYLE DOUGHERTY

1155 S. ST. PAUL STREET

DENVER, CO 80210

NINA MANN

901 DEAN

HIGHLAND PARK, IL 60035

SHELLEY LOYD-LAWTON

660 LINDEN

BOULDER, CO 80304

DONNA NESHEK

16 ELM STREET

ELKHORN, WI 53121

VERONICA LEFKOVITZ

112 GLENWOOD

WINNETKA, IL 60093

DIRECTOR

SECRETARY

DIRECTOR

DIRECTOR TREASURER

DIRECTOR

0

0

0

0

0

0

ATTACHMENT 9

0

0

0

0

0

0

0

0

0

0

0

0

ATTACHMENT 9

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FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES

NAME AND ADDRESS

ALEX LOYD

660 LINDEN

BOULDER, CO 80304

TITLE AND AVERAGE HOURS PER

WEEK DEVOTED TO POSITION

DIRECTOR

GRAND TOTALS

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0

ATTACHMENT 9 (CONT'D)

0 0

ATTACHMENT 9

RECIPIENT NAME AND ADDRESS

SEE ATTACHED LIST

RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR

AND

FOUNDATION STATUS OF RECIPIENT

NONE

PUBLIC

PURPOSE OF GRANT OR CONTRIBUTION

CHARITABLE PURPOSES

ATTArHMRNT 10

AMOUNT

61,700.

TOTAL CONTRIBUTIONS PAID

ATTACHMENT 10

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SCHEDULE D(Form 1041)

Department of the TreasuryInternal Revenue Service

Capital Gains and Losses► Attach to Form 1041 , Form 5227, or Form 990-T.

► Information about Schedule D (Form 1041 ) and its separate instructions is atwww.irs.gov1form1041.

OM B No 1545-0092

2012Name of estate or trust Employer identification number

LEFKOVITZ FOUNDATION 36-3734049

Note : Form 5227 filers need to complete only Parts l and 11

Short-Term Capital Gains and Losses - Assets Held One Year or Less

( a) Descnption of property(Example 100 shares 7% preferred of 2" Co)

( b) Date acquired(mo , day , yr)

(c) Date sold(mo , day, yr )

(d) Sales price(e ) Cost or other basis

( see instructions)

(n G (lose) fortheea ntitlr yearSubtract (

e)) from (d)

1a

b Enter the short-term gain or (loss), if any, from Schedule D-1, line lb .. . . .. . . . . .. .. . . . .. . lb

2 Short-term capital gain or (loss) from Forms 4684, 6252, 6781, and 8824 . .. . . .. .. . . ... . . 2

3 Net short-term gain or (loss) from partnerships, S corporations, and other estates or trusts

.

_________________

4 Short-term capital loss carryover Enter the amount, if any, from line 9 of the 2011

Carryover Worksheet ...

Capital Loss

.

5 Net short-term gain or (loss). Combine lines la through 4 to column (f) Enter here and on line 13,

column (3) on the back

u Lena-Term Capital Gains and Losses - Assets Held More Than One Year

(a) Description of property(Example 100 shares 7% preferred of "Z" Co)

(b) Date acquired(mo, day, yr)

(c) Date sold(mo , day, yr) (d)

Sales price(e) Cost or other basis

(see instructions)

(f) Gain or (loss) forthe entire year

Subtract (e) from (d)

6a

b Enter the long-term gain or (loss), if any, from Schedule D-1, line 6b . .. . . .. . . . . ... . ... ... 6b 11,876.

7 Long-term capital gain or (loss) from Forms 2439, 4684, 6252, 6781, and 8824 ... .... ... .... ________________

8 Net long-term gain or (loss) from partnerships, S corporations, and other estates or trusts ... ... ....

9 Capital gain distributions ...................................... .....

10 Gain from Form 4797, Part I . . , . _ . .. . . . . . . . _ .

.

11 Long-term capital loss carryover Enter the amount, if any, from line 14 of the 2011

Carryover Worksheet

Capital Loss

12 Net long -term gain or (loss). Combine lines 6a through 11 in column (f). Enter here and on line 14a,

column (3) on the back , 11,876.

For Paperwork Reduction Act Notice, see the Instructions for Form 1041. Schedule D (Form 1041) 2012

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Schedule D (Form 1041) 2012 Page 2

Summary of Parts I and II (1 ) Beneficiaries' (2) Estate'sCaution : Read the instructions before completing this part. (see Instr) or trust's

(3) Total

13 Net short-term gain or ( loss) . . .. . . . . .. . . .. . 13

14 Net long -term gain or ( loss):

a Total for year . . . . . . . . . . . .. .. .. . . . . .. . 14a 11,876.

b Unrecaptured section 1250 gain (see line 18 of the wrksht 14b

c 28% rate gain , 14c

15 Total net gain or (loss). Combine lines 13 and 14a Ill 15 11, 876 .

Note : If line 15, column (3), is a net gain, enter the gain on Form 1041, line 4 (or Form 990-T, Part 1, line 4a) If lines 14a and 15, column (2), are netgains, go to Part V, and do not complete Part IV If line 15, column (3), is a net loss, complete Part IV and the Capital Loss Canyover Worksheet as

Loss Lim

16 Enter here and enter as a (loss ) on Form 1041 , line 4 (or Form 990-T , Part I, line 4c, if a trust ), the smaller ofa The loss on line 15 , column ( 3) or b $ 3,000 16

Note : If the loss on line 15, column (3), is more than $3,000, or if Form 1041 , page 1 , line 22 (or Form 990- T, line 34), is a loss , complete the CapitalLoss Canyover Worksheet in the instructions to figure your capital loss carryover

Tax Computation Using Maximum Capital Gains RatesForm 1041 filers . Complete this part only if both lines 14a and 15 in column ( 2) are gains , or an amount is entered in Part I or Part II andthere is an entry on Form 1041 , line 2b (2), and Form 1041 , line 22 , is more than zeroCaution : Skip this part and complete the Schedule D Tax Worksheet in the instructions if• Either line 14b, col (2) or line 14c, col (2) is more than zero, or• Both Form 1041 , line 2b ( 1), and Form 4952, line 4g are more than zero

Form 990 -T trusts . Complete this part only if both lines 14a and 15 are gains , or qualified dividends are included in income in Part Iof Form 990-T, and Form 990-T, line 34 , is more than zero Skip this part and complete the Schedule D Tax Worksheet in the instructionsif either line 14b, col ( 2) or line 14c, col ( 2) Is more than zero

17 Enter taxable income from Form 1041 , line 22 (or Form 990-T, line 34 ) . 17 q. ,

18 Enter the smaller of line 14a or 15 in column (2)

but not less than zero 18

19 Enter the estate 's or trust ' s qualified dividends

from Form 1041 , line 2b ( 2) (or enter the qualified

dividends included in income in Part I of Form 990-T). , 19

20 Add lines 18 and 19 20 .

21 If the estate or trust is filing Form 4952 , enter the

amount from line 4g , otherwise , enter -0-, , ► 21 moo.22 Subtract line 21 from line 20 If zero or less, enter -0- . .... ... .. .. 22

23 Subtract line 22 from line 17 If zero or less , enter -0- . . .. . . .. .. . 23 , `

24 Enter the smaller of the amount on line 17 or $2,400 , , , , 24

25 Is the amount on line 23 equal to or more than the amount on line 24'^

B Yes. Skip lines 25 and 26, go to line 27 and check the "No" box

No. Enter the amount from line 23 25

26 Subtract line 25 from line 24 26

27 Are the amounts on lines 22 and 26 the same'

E]Yes. Skip lines 27 thru 30, go to line 31 NO. Enter the smaller of line 17 or line 22 27

28 Enter the amount from line 26 (If line 26 is blank, enter -0-) . _ . .. . . .. .1!

29 Subtract line 28 from line 27 . .. . . . . . . . . . .. . . . . . . . . . .. 29 k30 Multiply line 29 by 15% (15) . .. , . _ , , , , , , , , . , , 30

31 Figure the tax on the amount on line 23 Use the 2012 Tax Rate Schedule for Estates and Trusts

(see the Schedule G instructions in the instructions for Form 1041) . .... . . . . . . . . . 31

32 Add lines 30 and 31 . ... 32.. ... ......... . . ..... , , , . , ... .33 Figure the tax on the amount on line 17 Use the 2012 Tax Rate Schedule for Estates and Trusts

(see the Schedule G instructions in the Instructions for Form 1041) . .... . 33

34 Tax on all taxable income. Enter the smaller of line 32 or line 33 here and on Form 1041, Schedule

G, line 1 a (or Form 990-T, line 36) . . ....... .... ... ........... .... ... .. ... 34

Schedule D (Form 1041) 2012

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Schedule D-1 (Form 1041) 2012 2Name of estate or trust as shown on Form 1041 Do not enter name and employer identification number if shown on the other side Employer Identification number

LEFKOVITZ FOUNDATION 36-3734049

ffMVM Lena -Term Canital Gains and Losses - Assets Held More Than One Year

(a) Description of property (Example100 sh 7% preferred of -Z' Co )

( b) Date

mold i

(c) Date sold

( mo , day, yr)(d) Sales price

(e ) Cost or other basis(see instructions )

(f) Gain or (loss)Subtract (e) from (d)

6a 430 SHS BERKSHIRE HATHAWAY

INC 06/03/2012 34,903. 24,768. 10,135.

57 SHS BERKSHIRE HATHAWAY

INC 09/24/2012 5,024. 3,283. 1,741.

6b Total . Combine the amounts in column (f) Enter here and on Schedule D, line 6b .. . I 11, 876.

Schedule D-1 (Form 1041) 2012

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Lefkovitz Foundation

Attachment for Form 990PF Part XV

Grants and Contributions Paid During the Year

Organization AmountSPAN 3,000 00Ravinia Festival Association 3,500.00Alliance for the Mentally III 2,000.00Alzheimer's Association 500 00AM SHALOM 2,00000American Brain Tumor Association 100.00American Heart Association 500 00The Art Institute of Chicago 1,000 00Brent ' s Place 1,000 00Cancer Wellness 1,000 00Chicago Botanic Gardens 500 00The Chicago Lighthouse 2,000 00Chicago Symphony Orchestra Society 1 , 000.00Children ' s Memorial Hospital Foundation 5,000 00The Field Museum 500 00Jewish Federation of Palm Beach County 20,000 00Jewish United Fund of Metropolitan Chicago 2,000 00John G Shedd Aquarium 500 00KESHET 1,000 00Make a Wish Foundation 1,000 00Misericordia Women ' s Auxiliary 2 , 000.00Muscular Dystrophy Assoc Inc 500.00Museum of Science & Industry 500.00National Lekotek Center 1,000 00National Fragile X Foundation 1,000 00Raymond Kravis Center 1,000.00Rehabilitation Institute of Chicago 1,000 00Simon Wiesenthal Center 1,000 00Special Olympics Illinois 1,000 00World Wildlife Fund 250 00WTTW / CHANNEL 11 250.00Youth Development Network 1,000 00Multiple Sclerosis Assoc of America 5,000 00

Contribution voided from prior year -1,900 00

Total 61,700 00

P 3 %L

Form 8868 Application for Extension of Time To File an(Rev January 2013 ) Exempt Organization Return OMB No 1545-1709Department of the TreasuryInternal Revenue Service ► File a separate application for each return.

• If you are filing for an Automatic 3-Month Extension , complete only Part I and check this box , , , , , , , , , , , , , , , , , ►• If you are filing for an Additional ( Not Automatic ) 3-Month Extension , complete only Part II (on page 2 of this form)

Do not complete Part Il unless you have already been granted an automatic 3-month extension on a previously filed Form 8868

Electronic filing (e-file). You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months fora corporation required to file Form 990-T), or an additional (not automatic) 3-month extension of time You can electronically file Form8868 to request an extension of time to file any of the forms listed in Part I or Part II with the exception of Form 8870, InformationReturn for Transfers Associated With Certain Personal Benefit Contracts, which must be sent to the IRS in paper format (seeinstructions) For more details on the electronic filing of this form, visit www irs gov/e file and click on e-file for Charities & Nonprofits

Automatic 3-Month Extension of Time . Only submit original ( no copies needed).A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete

Part Ionly qAll other corporations (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time

to file income tax returns Enter filer ' s identifying number, see instructions

Type orprintFile by thedue date for

filing your

return See

instructions

Name of exempt organization or other filer, see instructions

LEFKOVITZ FOUNDATION'lumber , street , and room or suite no

16 ELM STREET

'ity, town or post office , state, and Z

ELKHORN, WI 53121-1614

a P 0 box, see instructions

code For a foreign address, see instructions

Employer identification number (EIN) or

36-3734049

Social security number (SSN)

Enter the Return code for the return that this application is for (file a separate application for each return) . . . . . . . . . . . .

Application

Is For

Return

Code

Application

Is For

Return

Code

Form 990 or Form 990-EZ 01 Form 990-T ( corp oration ) 07Form 990-BL 02 Form 1041-A 08Form 4720 - ( individual ) 03 Form 4720 09Form 990-PF 04 Form 5227 10Form 990-T ( sec 401 a or 408 (a ) trust) 05 Form 6069 11Form 990-T ( trust other thaabove ) 06 Form 8870 12

• The books are in the care of ► DONNA NESHEK

Telephone No ► 262 723-6006 FAX No ►• If the organization does not have an office or place of business in the United States , check this box , , , , , , , , , , , , , , , ► q• If this is for a Group Return , enter the organization ' s four digit Group Exemption Number (GEN) If this isfor the whole group , check this box . , . , , , ► q If it is for part of the group , check this box , , , , , , , ► and attacha list with the names and EINs of all members the extension is for

I I request an automatic 3-month ( 6 months for a corporation required to file Form 990 -T) extension of timeuntil 08 /15 , 20 13 , to file the exempt organization return for the organization named above The extension isfor the organization ' s return for

I".

q calendar year 20 12 or

11111. tax year beginning , 20 , and ending , 20

2 If the tax year entered in line 1 is for less than 12 months, check reason q Initial return q Final return

q Change in accounting period

3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any

nonrefundable credits See instructions 3a $ 536.b If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and

estimated tax payments made Include any prior year overpayment allowed as a credit 3b $ 37.

c Balance due . Subtract line 3b from line 3a Include your payment with this form, if required, by using EFTPS

(Electronic Federal Tax Payment System) See instructions 3c $ 499.

Caution . If you are going to make an ele ctronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions

For Privacy Act and Paperwork Reduction Act Notice , see Instructions . Form 8868 (Rev 1-2013)

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