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
THIRD FEDERAL FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)7007 BROADWAY AVENUE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEVELAND, OH441051441
A Employer identification number

20-8467212
B Telephone number (see instructions)

(216) 641-7270
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$49,682,362
J 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)  
2 Check bullet
3 Interest on savings and temporary cash investments 7,457 7,457  
4 Dividends and interest from securities......      
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 357,728
b Gross sales price for all assets on line 6a 3,157,058
7 Capital gain net income (from Part IV, line 2)... 357,728
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........ 365,185 365,185  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 302,493 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 27,143 0   0
16a Legal fees (attach schedule)......... 10,587 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 14,000 14,000   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 11,536 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 15,714 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 11,386 855   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 392,859 14,855   0
25 Contributions, gifts, grants paid........ 2,257,000 2,257,000
26 Total expenses and disbursements. Add lines 24 and 25 2,649,859 14,855   2,257,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,284,674
b Net investment income (if negative, enter -0-) 350,330
c Adjusted net income (if negative, enter -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............... 2,498 3,190 3,190
2 Savings and temporary cash investments.......... 84,617 598,581 598,581
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 43,311,580 Click to see attachment40,512,250 49,080,591
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
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) 43,398,695 41,114,021 49,682,362
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....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 43,398,695 41,114,021
30 Total net assets or fund balances (see page 17 of the
instructions).................... 43,398,695 41,114,021
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 43,398,695 41,114,021
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 43,398,695
2 Enter amount from Part I, line 27a..................... 2 -2,284,674
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 41,114,021
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 41,114,021
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 279,933 SHS-THIRD FEDERAL SAVINGS P 2007-04-21 2013-12-31
b
c
d
e
(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 3,157,058   2,799,330 357,728
b
c
d
e
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       357,728
b
c
d
e
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 2 357,728
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 2,337,555 41,328,537 0.056560
2011 2,946,927 46,179,987 0.063814
2010 2,887,578 57,194,930 0.050487
2009 3,288,958 60,323,301 0.054522
2008 1,318,621 64,192,568 0.020542
2 Total of line 1, column (d) ...................... 2 0.245925
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 0.049185
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 46,550,367
5 Multiply line 4 by line 3....................... 5 2,289,580
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,503
7 Add lines 5 and 6......................... 7 2,293,083
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,257,000
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 7,007
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 7,007
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 7,007
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 14,162
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,162
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
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 7,155
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet7,155 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)
    bulletOH
    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 ofbulletKURT KARAKUL PRESIDENT Telephone no.bullet (216) 641-7270
    Located atbullet7007 BROADWAY AVENUECLEVELANDOH ZIP+4bullet44105
    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
    MARC A STEFANSKI CEO & DIRECTOR
    5.00
    0 0 0
    7007 BROADWAY AVENUE
    CLEVELAND,OH44105
    KURT KARAKUL PRESIDENT
    40.00
    302,493 27,143 1,556
    7007 BROADWAY AVENUE
    CLEVELAND,OH44105
    RALPH BETTERS SECRETARY & TREASURER
    5.00
    0 0 0
    7007 BROADWAY AVENUE
    CLEVELAND,OH44105
    ROBERT A FIALA DIRECTOR
    5.00
    0 0 0
    7007 BROADWAY AVENUE
    CLEVELAND,OH44105
    JOHN MARINO DIRECTOR
    5.00
    0 0 0
    7007 BROADWAY AVENUE
    CLEVELAND,OH44105
    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
     
    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
    2,327,518
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    7,007
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,007
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,320,511
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,320,511
    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
    2,320,511
    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 2,320,511
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 2,032,207
    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$ 2,257,000
    a Applied to 2012, but not more than line 2a 2,032,207
    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..... 224,793
    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 ..........
    2,095,718
    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 or e-mail address of the person to whom applications should be addressed:
    THIRD FEDERAL FOUNDATION CO KURT KA
    7007 BROADWAY AVENUE
    CLEVELAND,OH441051441
    (216) 641-7270
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED IN WRITTEN FORM AND INCLUDE INFORMATION CONCERNING THE NATURE OF THE REQUEST, THE CHARITABLE OR EDUCATIONAL PURPOSE FOR WHICH THE GRANT WILL BE UTILIZED, AND INFORMATIN CONCERNING THE REQUESTING ORGANIZATION'S CHARITABLE AND/OR EDUCATIONAL PROGRAMS.
    cAny submission deadlines:
    THERE ARE NO SUBMISSION DEADLINES. THE FOUNDATION WILL EVALUATE REQUESTS IN A TIMELY MANNER.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE RESTRICTED TO ORGANIZATIONS OPERATING CHARITABLE AND EDUCATIONAL PROGRAMS THAT QUALIFY AS SECTION 501(C)(3) ORGANIZATIONS. THE FOUNDATION GENERALLY WILL PROVIDE GRANTS WITH RESPECT TO COMMUNITY DEVELOPMENT, AND THE FOUNDATION SUPPORTS VARIOUS PROGRAMS FOR THE REDEVELOPMENT OF ECONOMICALLY DEPRESSED AREAS AND NEIGHBORHOODS, INCLUDING THE AREA NEAR THE OFFICES OF THIRD FEDERAL. THE SECOND SUCH AREA OF EMPHASIS IS EDUCATION WHERE THE FOUNDATION SUPPORTS VARIOUS INITIATIVES AT THE PRIMARY, SECONDARY AND POST SECONDARY LEVELS WHICH RAISE THE ASPRIATIONS OF STUDENTS IN THE COMMUNITY AND PROGRAMS THAT ENHANCE KNOWLEDGE IN SPECIFIC AREAS SUCH AS ECONOMICS, COMMUNICATIONS, BUSINESS, AND PUBLIC SPEAKING AS WELL AS INITIATIVES THAT ENHANCE THE DISSEMINATION OF INFORMATION NECESSARY TO SUPPORT EDUCATION.
    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
    AMERICA SCORES CLEVELAND
    1422 EUCLID AVENUE STE 708
    CLEVELAND,OH44115
    NONE 501(C)(3) CHARITABLE PURPOSE 1,500
    AMERICAN CANCER SOCIETY-PAN OHIO HOPE RIDE
    10501 EUCLID AVENUE
    CLEVELAND,OH44106
    NONE 501(C)(3) CHARITABLE PURPOSE 500
    BIRCHWOOD SCHOOL
    4400 W 140TH STREET
    CLEVELAND,OH44135
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    BOYS AND GIRLS CLUB OF CLEVELAND
    6114 BROADWAY AVENUE
    CLEVELAND,OH44127
    NONE 501(C)(3) CHARITABLE PURPOSE 122,666
    BOYS HOPE GIRLS HOPE OF NEO
    9619 GARFIELD BLVD
    CLEVELAND,OH44125
    NONE 501(C)(3) CHARITABLE PURPOSE 1,500
    BREAKTHROUGH SCHOOLS (FORMERLY E-PREP)
    1417 EAST 36TH STREET
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    BROADWAY SCHOOL OF MUSIC & THE ARTS
    5415 BROADWAY AVE
    CLEVELAND,OH44127
    NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    BUCKEYE AREA DEVELOPMENT CORP
    11802 BUCKEYE RD
    CLEVELAND,OH44120
    NONE 501(C)(3) CHARITABLE PURPOSE 500
    BUILDING MEN FOR OTHER MINISTRIES
    303 INTERNATIONAL CIRCLE T125
    HUNT VALLEY,MD21030
    NONE 501(C)(3) CHARITABLE PURPOSE 18,327
    BURTEN BELL CARR DEVELOPMENT INC
    7201 KINSMAN RD 104
    CLEVELAND,OH44104
    NONE 501(C)(3) CHARITABLE PURPOSE 20,000
    CASE WESTERN RESERVE UNIVERSITY
    10900 EUCLID AVENUE
    CLEVELAND,OH44106
    NONE 501(C)(3) CHARITABLE PURPOSE 20,000
    CITY CLUB OF CLEVELAND
    850 EUCLID AVE 3 200
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 700
    CITY MUSIC CLEVELAND
    P O BOX 1930
    CLEVELAND,OH44106
    NONE 501(C)(3) CHARITABLE PURPOSE 25,000
    CITY YEAR INC
    526 SUPERIOR AVE E
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 25,000
    CLEVELAND ARTS PRIZE
    PO BOX 21126
    CLEVELAND,OH44121
    NONE 501(C)(3) CHARITABLE PURPOSE 4,170
    CLEVELAND CENTRAL CATHOLIC
    6550 BAXTER AVENUE
    CLEVELAND,OH44105
    NONE 501(C)(3) CHARITABLE PURPOSE 201,012
    CLEVELAND FESTIVAL OF ART & TECHNOLOGY-INGENUITY
    1900 SUPERIOR AVE SUITE 104
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    CLEVELAND HOUSING NETWORK
    2999 PAYNE AVENUE STE 306
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 15,000
    CLEVELAND INSTITUTE OF ART
    11141 EAST BOULEVARD
    CLEVELAND,OH44106
    NONE 501(C)(3) CHARITABLE PURPOSE 2,500
    CLEVELAND INTERNATIONAL FILM FESTIVAL
    2510 MARKET AVENUE
    CLEVELAND,OH44113
    NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    CLEVELAND LEADERSHIP CENTER
    ONE CLEVELAND CENTRE 1375 EAST
    NINTH ST
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    CLEVELAND MUSEUM OF ART
    11150 EAST BOULEVARD
    CLEVELAND,OH44106
    NONE 501(C)(3) CHARITABLE PURPOSE 2,000
    CLEVELAND POLICE PATROLMEN'S ASSOC CHARITIES
    1303 W 58TH ST
    CLEVELAND,OH44102
    NONE 501(C)(3) CHARITABLE PURPOSE 500
    CLEVELAND SCHOLARSHIP-COLLEGE NOW
    200 PUBLIC SQUARE WALKWAY
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 20,000
    CLEVELAND ZOOLOGICAL SOCIETY
    3900 WILDLIFE WAY
    CLEVELAND,OH44109
    NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    COBALT GROUP INC
    1814 EAST 40TH STREET STE 4E
    CLEVELAND,OH44103
    NONE 501(C)(3) CHARITABLE PURPOSE 114,784
    COMMUNITY ASSESSMENT & TREATMENT SERVICES
    8411 BROADWAY AVENUE
    CLEVELAND,OH44105
    NONE 501(C)(3) CHARITABLE PURPOSE 25,000
    COMMUNITY HOUSING SOLUTIONS
    12114 LARCHMERE BLVD
    CLEVELAND,OH44120
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    CONSUMER CREDIT COUNSELING SERVICES
    2800 EUCLID AVENUE
    CLEVELAND,OH44115
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    CUDELL IMPROVEMENT INC
    9821 LORAIN AVENUE
    CLEVELAND,OH44102
    NONE 501(C)(3) CHARITABLE PURPOSE 2,500
    EAST SIDE ORGANIZING PROJECT (ESOP)
    3631 PERKINS AVENUE
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 75,000
    EL CENTRO DE SERVICIOS SOCIALES INC
    1888 E 31ST STREET
    LORAIN,OH44055
    NONE 501(C)(3) CHARITABLE PURPOSE 3,500
    ELIZABETH BAPTIST CHURCH-FRIENDS OF SV DINNER
    6114 FRANCIS AVE
    CLEVELAND,OH44127
    NONE 501(C)(3) CHARITABLE PURPOSE 750
    ESPERANZA INC
    3104 W 25TH ST 4TH FLOOR
    CLEVELAND,OH44109
    NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    FAIRFAX RENAISSANCE DEVELOPMENT CORP
    8111 QUINCY AVENUE STE 100
    CLEVELAND,OH44104
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    FAMICOS FOUNDATION
    8555 HOUGH AVENUE
    CLEVELAND,OH44106
    NONE 501(C)(3) CHARITABLE PURPOSE 3,000
    FATIMA FAMILY CENTER
    1404 E NINTH ST 8TH FLR
    CLEVELAND,OH441141722
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    FIRST TEE OF CLEVELAND
    3841 WASHINGTON PARK BOULEVARD
    NEWBURGH HEIGHTS,OH44105
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    FULLERTON ELEMENTARY SCHOOL
    5920 FULLERTON AVENUE
    CLEVELAND,OH44105
    NONE 501(C)(3) CHARITABLE PURPOSE 1,000
    FUND FOR OUR ECONOMIC FUTURE
    1360 EAST NINTH STREET STE 210
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 50,500
    GILMOUR ACADEMY - ST ADALBERT
    56 ADELBERT STREET
    BEREA,OH44017
    NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    GILMOUR ACADEMY
    43001 CEDAR ROAD
    GATES MILLS,OH44040
    NONE 501(C)(3) CHARITABLE PURPOSE 27,000
    GLORIA POINTER TEEN MOVEMENT FOUNDATION
    PO BOX 603456
    CLEVELAND,OH44103
    NONE 501(C)(3) CHARITABLE PURPOSE 25,000
    GREATER CLEVELAND VOLUNTEERS
    4614 PROSPECT AVENUE STE 205
    CLEVELAND,OH44103
    NONE 501(C)(3) CHARITABLE PURPOSE 40,000
    HEIGHTS ARTS COLLABORATIVE INC
    1845 GUILDHALL BLDG 45 PROSPECT AVE
    EAST
    CLEVELAND,OH44115
    NONE 501(C)(3) CHARITABLE PURPOSE 1,500
    HOME OWNERSHIP CENTER OF GREATER CINCINNATI
    2820 VERNON PLACE
    CINCINNATI,OH45219
    NONE 501(C)(3) CHARITABLE PURPOSE 15,000
    HUNTINGTON DISEASE SOCIETY OF AMERICA
    P O BOX 14668
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    IDEASTREAM
    1375 EUCLID AVENUE
    CLEVELAND,OH44115
    NONE 501(C)(3) CHARITABLE PURPOSE 37,680
    JENNINGS CENTER - SISTERS OF HOLY SPIRIT
    10102 GRANGER ROAD
    GARFIELD HEIGHTS,OH44125
    NONE 501(C)(3) CHARITABLE PURPOSE 25,000
    JENNINGS CENTER FOR OLDER ADULTS
    10204 GRANGER ROAD
    GARFIELD HEIGHTS,OH44125
    NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    JONES ROAD FAMILY DEVELOPMENT CORP
    8000 JONES ROAD
    CLEVELAND,OH44105
    NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    KENYON COLLEGE
    WIGGINS ST
    GAMBIER,OH43022
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    LEGAL AID SOCIETY OF CLEVELAND
    1223 WEST SIXTH AVENUE
    CLEVELAND,OH44113
    NONE 501(C)(3) CHARITABLE PURPOSE 25,000
    MAPLE HTS HISTORICAL SOCIETY
    15213 ROCKSIDE RD
    MAPLE HTS,OH44137
    NONE 501(C)(3) CHARITABLE PURPOSE 250
    MENORAH PARK CENTER FOR SENIOR LIVING
    27100 CEDAR ROAD
    CLEVELAND,OH44122
    NONE 501(C)(3) CHARITABLE PURPOSE 20,000
    METRO CATHOLIC SCHOOL
    3555 W 54TH ST
    CLEVELAND,OH44102
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    METROHEALTH FOUNDATION
    2500 METROHEALTH DRIVE
    CLEVELAND,OH44109
    NONE 501(C)(3) CHARITABLE PURPOSE 87,500
    MID-OHIO REGIONAL PLANNING COMMISSION
    111 LIBERTY STREET SUITE 100
    COLUMBUS,OH43215
    NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    MILES PARK SCHOOL
    4090 E 93RD ST
    CLEVELAND,OH44105
    NONE 501(C)(3) CHARITABLE PURPOSE 1,000
    MINDS OF MATTER CLEVELAND
    P O BOX 14219
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    MLK HOLIDAY SCHOLARSHIP COMMITTEE
    P O BOX 201970
    CLEVELAND,OH44120
    NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    MOUND SCHOOL
    5935 ACKLEY RD
    CLEVELAND,OH44105
    NONE 501(C)(3) CHARITABLE PURPOSE 1,000
    MOUNT PLEASANT NOW DEVELOPMENT CORP
    13815 KINSMAN ROAD
    CLEVELAND,OH44120
    NONE 501(C)(3) CHARITABLE PURPOSE 3,000
    MOUNT VERNON LADIES ASSOC OF THE UNION
    3200 MT VERNON MEMORIAL HWY
    MT VERNON,VA22309
    NONE 501(C)(3) CHARITABLE PURPOSE 15,000
    NEAR WEST THEATRE
    3606 BRIDGE AVE
    CLEVELAND,OH44113
    NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    NEIGHBORHOOD HOUSING SERVICES
    5700 BROADWAY AVENUE
    CLEVELAND,OH44127
    NONE 501(C)(3) CHARITABLE PURPOSE 3,000
    NEIGHBORHOOD RENAISSANCE INC
    510 24TH ST A
    WEST PALM BEACH,FL33407
    NONE 501(C)(3) CHARITABLE PURPOSE 50,000
    NEW DIRECTIONS INC
    30800 CHAGRIN BLVD
    PEPPER PIKE,OH44124
    NONE 501(C)(3) CHARITABLE PURPOSE 25,000
    NOTRE DAME COLLEGE
    4545 COLLEGE ROAD
    SOUTH EUCLID,OH441214293
    NONE 501(C)(3) CHARITABLE PURPOSE 100,000
    OHIO FOUNDATION OF INDEPENDENT COLLEGES
    250 EAST BROAD STREET STE 1700
    COLUMBUS,OH43215
    NONE 501(C)(3) CHARITABLE PURPOSE 30,000
    OPEN DOORS INC
    33111 PERKINS AVE
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 75,000
    OPEN M FOUNDATION
    941 PRINCETON STREET
    AKRON,OH44311
    NONE 501(C)(3) CHARITABLE PURPOSE 15,000
    PHE'BE FOUNDATION
    1761 EAST 30TH STREET STE 108
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 35,000
    PHILANTHROPY OHIO
    37 W BROAD STREET SUITE 800
    COLUMBUS,OH43215
    NONE 501(C)(3) CHARITABLE PURPOSE 5,575
    POLISH AMERICAN CULTURAL CENTER
    6501 LANSING AVE
    CLEVELAND,OH44105
    NONE 501(C)(3) CHARITABLE PURPOSE 6,945
    POLONIA FOUNDATION OF OHIO INC
    9999 GRANGER ROAD
    GARFIELD HEIGHTS,OH44125
    NONE 501(C)(3) CHARITABLE PURPOSE 500
    PROGRESSIVE ARTS ALLIANCE
    3311 PERKINS AVE SUITE 300
    CLEVELAND,OH44114
    NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    RIDGEWOOD UNITED METHODIST-NORTH COAST MISSION
    6330 RIDGE ROAD
    PARMA,OH44129
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    SLAVIC VILLAGE DEVELOPMENT
    5620 BROADWAY AVENUE SUITE 200
    CLEVELAND,OH44127
    NONE 501(C)(3) CHARITABLE PURPOSE 109,496
    SOCIETY FOR THE PREVENTION OF VIOLENCE
    6393 OAK TREE BLVD 343
    INDEPENDENCE,OH44131
    NONE 501(C)(3) CHARITABLE PURPOSE 32,500
    SPANISH AMERICAN COMMITTEE FOR A BETTER COMMUNITY
    4407 LORAIN AVENUE
    CLEVELAND,OH44113
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    ST IGNATIUS OF ANTIOCH
    10205 LORAIN AVE
    CLEVELAND,OH44111
    NONE 501(C)(3) CHARITABLE PURPOSE 1,000
    ST JOSEPH ACADEMY
    3470 ROCKY RIVER DR
    CLEVELAND,OH44111
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    ST MARON'S CHURCH
    1245 CARNEGIE AVE
    CLEVELAND,OH44115
    NONE 501(C)(3) CHARITABLE PURPOSE 25,000
    ST STANISLAUS SCHOOL
    6615 FORMAN AVENUE
    CLEVELAND,OH44105
    NONE 501(C)(3) CHARITABLE PURPOSE 18,935
    STELLA MARIS INC
    1320 WASHINGTON AVE
    CLEVELAND,OH44113
    NONE 501(C)(3) CHARITABLE PURPOSE 25,700
    SUMMER ON THE CUYAHOGA
    P O BOX 110662
    CLEVELAND,OH44111
    NONE 501(C)(3) CHARITABLE PURPOSE 1,000
    TASK FORCE ON VIOLENT CRIME PARTNERSHIP SAFER CLEVELAND
    100 VIEW STREET SUITE 200
    MOUNTAIN VIEW,CA94041
    NONE 501(C)(3) CHARITABLE PURPOSE 25,000
    THE CENTER OF COMMUNITY SOLUTIONS
    1501 EUCLID AVE 310
    CLEVELAND,OH44115
    NONE 501(C)(3) CHARITABLE PURPOSE 12,700
    THE DIVERSITY CENTER OF NEO
    3659 GREEN ROAD SUITE 220
    CLEVELAND,OH44122
    NONE 501(C)(3) CHARITABLE PURPOSE 5,000
    THE LITERACY COOPERATIVE OF GREATER CLEVELAND
    1331 EUCLID AVENUE
    CLEVELAND,OH44115
    NONE 501(C)(3) CHARITABLE PURPOSE 50,000
    TROLLEY TOURS OF CLEVELAND-SLAVIC VILLAGE
    1790 COLUMBUS RD
    CLEVELAND,OH44113
    NONE 501(C)(3) CHARITABLE PURPOSE 510
    UNION MILES DEVELOPMENT CORP
    6250 MILES PARK AVE
    CLEVELAND,OH44105
    NONE 501(C)(3) CHARITABLE PURPOSE 10,000
    UNIVERSITY CIRCLE INC
    10831 MAGNOLIA DRIVE
    CLEVELAND,OH44106
    NONE 501(C)(3) CHARITABLE PURPOSE 6,000
    UNIVERSITY SETTLEMENT
    4800 BROADWAY AVENUE
    CLEVELAND,OH44127
    NONE 501(C)(3) CHARITABLE PURPOSE 165,300
    VILLA MONTESSORI CENTER
    5620 BROADWAY AVENUE
    CLEVELAND,OH44127
    NONE 501(C)(3) CHARITABLE PURPOSE 50,000
    WASHINGTON PARK SCHOOL
    4000 WASHINGTON PARK BOULEVARD
    NEWBURGH HEIGHTS,OH44105
    NONE 501(C)(3) CHARITABLE PURPOSE 1,000
    WESTERN RESERVE LAND CONSERVANCY
    3850 CHAGRIN RIVER RD
    MORELAND HILLS,OH44022
    NONE 501(C)(3) CHARITABLE PURPOSE 20,000
    WILLOW SCHOOL
    5004 GLAZIER AVENUE
    CLEVELAND,OH44127
    NONE 501(C)(3) CHARITABLE PURPOSE 1,000
    YOUNG AUDIENCES OF NORTHEAST OHIO
    13110 SHAKER SQUARE
    CLEVELAND,OH44120
    NONE 501(C)(3) CHARITABLE PURPOSE 25,000
    YOUTH OPPORTUNITIES UNLIMITED
    1361 EUCLID AVE
    CLEVELAND,OH44115
    NONE 501(C)(3) CHARITABLE PURPOSE 50,000
    Total .................................bullet 3a 2,257,000
    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 7,457  
    4 Dividends and interest from securities....          
    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 .............
        18 357,728  
    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).. 0 365,185 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13365,185
    (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.)
    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

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THIRD FEDERAL FOUNDATION
    EIN: 20-8467212
    Name of Stock End of Year Book Value End of Year Fair Market Value
    THIRD FEDERAL STOCK 40,512,250 49,080,591

    TY 2013 LegalFeesSchedule
    Name:
    THIRD FEDERAL FOUNDATION
    EIN: 20-8467212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 10,587 0   0


    TY 2013 OtherExpensesSchedule
    Name:
    THIRD FEDERAL FOUNDATION
    EIN: 20-8467212
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 855 855   0
    PROFESSIONAL JOURNALS & DUES 1,087 0   0
    TRAINING FEES 2,603 0   0
    PAYROLL PROCESSING FEES 3,485 0   0
    CHECK REORDER 226 0   0
    OTHER 3,130 0   0


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THIRD FEDERAL FOUNDATION
    EIN: 20-8467212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISOR FEES 14,000 14,000   0


    TY 2013 TaxesSchedule
    Name:
    THIRD FEDERAL FOUNDATION
    EIN: 20-8467212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 11,336 0   0
    OHIO FILING 200 0   0