Joan Humphrey Lefkow
2012Annual
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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.