Joan Humphrey Lefkow

2012Annual

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Pull out the substance of this filing.

What was filed

  • 19

    investments

  • 2

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Northwestern University Law School
  • Estate of Michael Letkow (Deceased)
  • The Niagara Foundation (Chicago, IL)

As filed

US. Employees Credit Union Account — Int/Div

BROKERAGE ACCOUNT IRA (Hy

EVSGX — Int/Div

IEMBX — None

CRSAX — None

CEGBX — Int/Div

MMBUX — Int/Div — Buy

DVRBX — Int/Div — Sold

OGMBX — Int/Div — Sold

0OPGSX — Int/Div — from line 9)

DBA — None

Cash Money Market Ameriprise Financial®* — None

BROKERAGE ACCOUNT NON-IRA (H)

Cash Money Market Ameriprise Finc'l ** — None — Closed

BROKERAGE ACCOUNT WITH CHILD (Hy

Cash Money Market Ameriprise Finc'l ***

TWTIX — Int/Div — Buy

NW MUTUAL ADJ. COMP. LIFE INS (X) — Int/Div

ESTATE OF MICHAEL LEFKOW unliquidated contingent fee**** — None

Law Board (Advisory), Northwestern University Law School

Executor, Estate of Michael Letkow (Deceased)

Gift — The Niagara Foundation (Chicago, IL) — Hotels, transportation, meals, site visit and miscellaneous — $2,000.00

* Part VII, Line! 2: Funds were on deposit in the following banks: Sun Trust; AMEX Bank, Amer. Exp. Centurion Bank: First Tennessee; Goldman Sachs: and

H&R Block Bank. The dividends from the various funds in the IRA account were deposited into this money market account.

** Part VII, Line 14: This account was liquidated and all holdings were sold on MAY 27, 2011. The money market residual funds were deposited for Brokerage

Account lines 15-16 into money market.

*** Park VII, Line 16: Funds were on deposit in the following banks: Sun Trust, First Tennessee: Goldman Sachs; HER Block Bank: Eagle Bank (no income).

#*%% Part VII, Line 20: The estate has a 1/3 contingent interest in an Illinois judgment, representing an attomey’s foe, with a value under $15,000 (reduced from

2012 report based on liquidation of fee, May 2013.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Joan Humphrey Lefkow | Frix