2024-11-13T18:34:01+00:00 2023-12-31 350921680 CROWE LLP 575 Market Street Suite 3300 San Francisco CA 941055829 990PF 2023-01-01 352120550 JUDD LEIGHTON FOUNDATION INC JUDD 5742325970 202 S Michigan Street Suite 910 South Bend IN 46601 James Keenan President 2024-11-14 true Diane Kirmaci P01578407 4155761100 2024-11-14 2023 2024-10-15 13:58:12Z X 138477363 X X 1651290 1852802 3582614 9822951 3804937 0 0 0 0 56710 0 5233904 5714449 0 455453 227726 227727 22721 47040 11760 0 35280 69224 17955 0 11154 1022949 1022949 0 0 0 0 0 0 0 0 0 34101 17051 17050 266577 372692 0 0 1918065 1670133 0 291211 3924078 5286505 5842143 1670133 0 5577716 -608239 4044316 0 1743201 2577290 2577290 901999 788275 788275 0 0 0 0 0 0 0 0 0 0 0 100000 0 0 3186076 2239383 2239383 52413736 60413429 60413429 3199858 5428924 5428924 0 0 0 0 63619323 62205362 62205362 0 0 0 0 4320272 4824700 4824700 129484465 138477363 138477363 83381 88690 10235606 8785104 0 0 0 0 596404 815032 10915391 9688826 X 114323098 124034146 4245976 4754391 118569074 128788537 129484465 138477363 118569074 -608239 10827702 128788537 0 128788537 Publicly Traded Securities P 9822951 6240337 3582614 0 3582614 ALTERNATIVE INVESTMENTS P 222323 222323 0 222323 3804937 0 56216 56216 56216 110516 110516 54300 54300 0 false false false false false true true false true true IN true false false false false true www.juddleightonfoundation.org James Keenan 5742325970 202 S Michigan Street Suite 910 South Bend IN 46601 false false false false true false false false false false true false false false false false false false false false false false false John Pycik 202 S Michigan Street Suite 910 South Bend IN 46601 Vice President / Secretary 3.000 54500 0 0 Jerry French 202 S Michigan Street Suite 910 South Bend IN 46601 Director 3.000 48500 0 0 Donald F Walter 202 S Michigan Street Suite 910 South Bend IN 46601 Director 3.000 51500 0 0 James F Keenan 202 S Michigan Street Suite 910 South Bend IN 46601 President / Treasurer 20.000 157500 0 0 Kate Mullins 202 S Michigan Street Suite 910 South Bend IN 46601 Executive Director 40.000 110000 0 0 Charles Nelson 202 S Michigan Street Suite 910 South Bend IN 46601 Executive Director (Retired 1/1/2023) 40.000 15000 0 0 0 WALTER & KEENAN FINANCIAL CONSULTING 202 S Michigan St Suite 910 SOUTH BEND IN 46601 FINANCIAL MANAGEMENT 1022949 0 77026845 3060224 51697668 131784737 0 131784737 1976771 129807966 6490398 6490398 56216 56216 6434182 6434182 6434182 5577716 0 0 5577716 6434182 0 2021 2020 2019 0 0 1717542 0 990147 903526 3611215 5577716 0 0 0 5577716 0 0 3611215 0 0 0 856466 0 0 3611215 1717542 0 990147 903526 0 NONE Kate Mullins 202 S MICHIGAN ST SUITE 900 SOUTH BEND IN 46601 5742325970 GRANT APPLICANTS SHOULD REVIEW THE GRANT GUIDELINES FOUND ON THE FOUNDATION WEBSITE AT JUDDLEIGHTONFOUNDATION.ORG. PARTICULAR ATTENTION SHOULD BE PAID TO THE FOUNDATION'S PRIMARY FOCUS AREAS. APPLICANTS SHOULD CLEARLY STATE IN THIER APPLICATION HOW THEIR PROPOSAL MEETS THE FOUNDATION'S OBJECTIVE TO IMPACT THE COMMUNITY AT LARGE IN THE THREE PRIMARY AREAS OF HEALTH, EDUCATION, AND ECONOMIC DEVELOPMENT. ALSO, ALL APPLICANTS ARE ENCOURAGED TO USE THE GRANT PROPOSAL FORM LOCATED ON THE WEBSITE. THIS FORM REQUESTS IMPORTANT ADDITIONAL INFORMATION WHICH IS HELPFUL IN CONSIDERATION OF EACH REQUEST. THE BOARD OF DIRECTORS MEETS QUARTERLY. CONTACT Kate Mullins, Exec. Dir., FOR APPLICATION DEADLINES THE FOUNDATION'S ARTICLES OF INCORPORATION REQUIRE THAT AT LEAST 75% OF ALL AMOUNTS DISTRIBUTED IN ANY PERIOD BE FOR THE IMPROVEMENT OF QUALITY OF LIFE IN ST. JOSEPH COUNTY, INDIANA. OTHERWISE, THE FOUNDATION MAY MAKE GRANTS FOR ALL EDUCATIONAL, CHARITABLE, AND SCIENTIFIC PURPOSES AS DEFINED IN CODE SECTION 501(C)(3). THE FOUNDATION DOES NOT CURRENTLY AWARD SCHOLARSHIPS OR OTHERWISE MAKE GRANTS TO INDIVIDUALS. 100 BLACK MEN OF GREATER SOUTH BEND 2043 S Bend Ave PMB 345 South Bend IN 46637 None PC To support general operations 10000 BOYS & GIRLS CLUBS OF ST JOSEPH COUNTY 502 E Sample St South Bend IN 46601 None PC To support general operations 100000 CDFI FRIENDLY SOUTH BEND 2740 Miami St South Bend IN 46614 None PC To support general operations 400000 CENTER FOR THE HOMELESS 813 S Michigan St South Bend IN 46601 None PC To support general operations 100000 CHILDREN'S DISPENSARY 712 N Niles Ave South Bend IN 46617 None PC To support general operations 10000 CHRIST CHILD SOCIETY OF SOUTH BEND INC 2366 Miracle Lane South Bend IN 46545 None PC To support general operations 25000 Community Foundation of St Joseph County PO Box 837 South Bend IN 46624 None PC To support general operations and specific programs 200000 Congregation of Holy Cross US Province PO Box 1064 Notre Dame IN 46556 None PC To support general operations 25000 CORVILLA INC 3620 Deahl Ct South Bend IN 46628 None PC To support general operations 100000 CULTIVATE CULINARY 1403 Prairie Avenue South Bend IN 46613 None PC To support general operations 100000 EnFocus 635 S Lafayette South Bend IN 46601 None PC To support general operations 450000 Evans Scholars Foundation 2501 Patriot Blvd Glenview IL 60026 None PC To support general operations 5000 EXPONENT PHILANTHROPY 1720 N Street NW Washington DC 20036 None PC To support general operations 1630 FERNWOOD PO Box 279 Fernwood ID 83830 None PC To support general operations 10000 Fischoff National Chamber Music Assoc 119 Haggar Hall Notre Dame IN 46556 None PC To support general operations 20000 Friends of the Raclin Murphy Museum St Andr Way Notre Dame IN 46556 None PC To support general operations 2500 Goodwill Industries of Michiana Inc 1805 W Western Ave PO Box 3846 South Bend IN 46619 None PC To support general operations 250000 Holy cross village foundation 54515 State RD 933 N Notre dame IN 46556 None PC To support general operations 150000 Hope Ministries 432 S Lafayette Blvd South Bend IN 46601 None PC To support general operations 25000 Hospice Foundation 501 Comfort Place Mishawaka IN 46545 None PC To support general operations 5000 INDIANA UNIVERSITY FOUNDATION PO Box 500 Bloomington IN 47402 None PC To support general operations 5000 Indiana University School of Medicine 1110 W Michigan St Indianapolis IN 46202 None PC To support general operations 30000 IU ALUMNI ASSOCIATION 1000 E 17 Th St Bloomington IN 47408 None PC To support general operations 5000 IUSB - INNOVATION CENTER 2719 E 10th Street Bloomington IN 47408 None PC To support general operations 400000 IUSB-Leighton School of Business & Economics 1700 Mishawaka Ave South Bend IN 46634 None PC To support general operations 100000 La Casa de Amistad 746 S Meade St South Bend IN 46619 None PC To support general operations 50000 Logan Community Resources Inc PO Box 1049 South Bend IN 46624 None PC To support general operations 22500 MARIAN UNIVERSITY AT ANCILLA COLLEGE 20097 9B Road Plymouth IN 46563 None PC To support general operations 100000 MORRIS PERFORMING ARTS CENTER 211 N Michigan Street South Bend IN 46601 None PC To support general operations 500000 OAKLAWN CRISIS CENTER 330 Lakeview Dr Goshen IN 46528 None PC To support general operations 100000 O'HANA HERITAGE FOUNDATION 53131 Quince Road South Bend IN 46628 None PC To support general operations 3000 Project Impact South Bend Inc 55501 Moss Rd South Bend IN 46628 None PC To support general operations 25000 RMHC of Michiana 610 N Michigan St STE 310 South Bend IN 46601 None PC To support general operations 1000 Robinson Community Learning Center 921 N Eddy St South Bend IN 46617 None PC To support general operations 100000 South Bend - Elkhart Regional Foundation 4477 Progress Drive South Bend IN 46628 None PC To support general operations 200000 South Bend Symphony Orchestra Association 127 N Michigan St South Bend IN 46601 None PC To support general operations 5000 ST JOSEPH COUNTY CHAMBER FOUNDATION 101 N Michigan St 300 South Bend IN 46601 None PC To support general operations 375 ST MARGARET'S HOUSE 117 N Lafayette Blvd South Bend IN 46601 None PC To support general operations 25000 The CASIE Center 533 N Niles Ave South Bend IN 46617 None PC To support general operations 135000 THE HISTORY MUSEUM 808 W Washington St South Bend IN 46601 None PC To support general operations 3000 THE SALVATION ARMY 424 N 15th Street Niles MI 49120 None PC To support general operations 300000 UNITY GARDENS INC PO BOX 10022 South Bend IN 46680 None PC To support general operations 25000 University of Notre Dame 300 Main Building Notre Dame IN 46556 None PC To support general operations and specific programs 1110000 WNIT 300 W Lafayette Blvd South Bend IN 46601 None PC To support general operations 2500 YMCA CAMP EBERHART 10481 Camp Eberhart Road Three Rivers MI 49093 None PC To support general operations 25000 Mayo Foundation 200 First St SW Rochestor MN 55905 None PC To support general operations 25000 5286505 Community Foundation of St Joseph County PO Box 837 South Bend IN 46624 None PC To support general operations and specific programs 562500 THE JEWISH FEDERATION 4200 Biscayne Blvd Miami FL 33137 None PC To support general operations and specific programs 100000 662500 14 1651290 18 3582614 Income from Partnerships 525990 -565970 -565970 5233904 0 4667934 false false false false false false false false false false Accounting Fees 69224 17955 11154 Publicly Traded Securities P 9822951 6240337 3582614 US Fixed Income 3127856 3127856 Global fixed income 2301068 2301068 Consumer goods 5974670 5974670 Consumer Services 1976738 1976738 Financials 10546030 10546030 Healthcare 11868760 11868760 Industrials 0 0 Technology 23077201 23077201 Telecommunications 1315500 1315500 Global Equity 5654530 5654530 2239383 2239383 0 0 Other marketable alternatives FMV 6978669 6978669 Hedge Funds and Fund of funds FMV 15959425 15959425 Private equity funds FMV 39267268 39267268 Legal fees 47040 11760 35280 Interest Receivable 74296 70309 70309 Benefit Interests in CRTs 4245976 4754391 4754391 Administrative expenses 14116 insurance expense 2597 Partnership investment expenses 372692 Federal Excise Tax 231623 Office expenses 18241 Other Income from pass through 0 56710 0 Change in Value of CRUTS 508415 Unrealized gain 10319287 Deferred excise tax 596404 815032 Indiana Golf Foundation None 200000 0 2020-12 2023-01 Two equal installments 0.0 To assist in tax-exempt purpose 0 Investment management fees 1022949 1022949