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
SUSAN & JOHN TURBEN FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 22747   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEACHWOOD, OH44122
A Employer identification number

34-1725277
B Telephone number (see instructions)

(440) 205-8033
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$597,821J 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) 79,125
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 18,673 18,673  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 121,999
b Gross sales price for all assets on line 6a 469,157
7 Capital gain net income (from Part IV, line 2)... 121,999
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)....... Click to see attachment 48 48  
12 Total. Add lines 1 through 11........ 219,845 140,720  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 5,649 5,649   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 29,490 7,350   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,139 12,999   0
25 Contributions, gifts, grants paid........ 305,479 305,479
26 Total expenses and disbursements. Add lines 24 and 25 340,618 12,999   305,479
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -120,773
b Net investment income (if negative, enter -0-) 127,721
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............... -7,449 1,030 1,030
2 Savings and temporary cash investments.......... 4,237 4,603 4,603
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)........ 646,162 Click to see attachment144,650 263,929
c Investments—corporate bonds (attach schedule)........ 0 Click to see attachment314,421 328,197
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 bullet10,878
Less: accumulated depreciation (attach schedule) bullet10,878      
15 Other assets (describe bullet) Click to see attachment45 Click to see attachment62 Click to see attachment62
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 642,995 464,766 597,821
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......... 1,504,563 1,447,105
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -861,568 -982,339
30 Total net assets or fund balances (see page 17 of the
instructions).................... 642,995 464,766
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 642,995 464,766
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)............... 1 642,995
2 Enter amount from Part I, line 27a..................... 2 -120,773
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,273
4 Add lines 1, 2, and 3.......................... 4 523,495
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 58,729
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 464,766
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 60 SHS 3M COMPANY P 2009-05-12 2013-10-15
b 65 SHS AT&T INC NEW P 2009-01-30 2013-09-20
c 50 SHS AIR PROD & CHEMICALS INC P 2009-10-26 2013-10-25
d 130 SHS AMERICAN EXPRESS COMPANY P 2009-10-26 2013-10-15
e 100 SHS APACHE CORP P 2008-07-11 2013-04-16
18 SHS APPLE INC P 2011-01-18 2013-09-10
95 SHS AUTO DATA PROCESSING P 2009-04-27 2013-10-15
30 SHS BAXTER INTERNATIONAL P 2011-04-27 2013-10-16
35 SHS BORG WARNER INC P 2012-10-08 2013-10-15
125 SHS COCA COLA COMPANY P 2008-10-28 2013-12-10
50 SHS DANAHER CORP DEL P 2009-05-12 2013-09-10
110 SHS DEERE & CO P 2009-10-14 2013-11-01
905.797 SHS DOUBLELINE TOTAL RETURN BD FD CL I P 2013-08-28 2013-10-25
255 SHS E M C CORP MASS P 2009-02-11 2013-10-23
60 SHS EQUIFAX INC P 2009-02-11 2013-10-15
125 SHS EXPRESS SCRIPTS HLDG CO P 2009-03-16 2013-12-10
60 SHS EXXON MOBIL CORPORATION P 2009-01-30 2013-12-10
125 SHS FRANKLIN RESOURCES INC P 2010-10-20 2013-12-10
5 SHS GOOGLE INC CL A P 2007-08-15 2013-10-15
1596 SHS HYSTER-YALE MH CL A P 2013-03-01 2013-03-04
20 INTL BUSINESS MACHINES P 2009-02-11 2013-10-15
27 ISHARES TR BARCLAYS BONDBARCLAYS 3-7 YEAR TREAS BOND FUND P 2013-06-04 2013-06-27
93 SHS ISHARES TR BOND 3-7 YEAR BD ETF P 2013-08-19 2013-10-15
80 SHS JPMORGAN CHASE & CO P 2011-10-27 2013-10-15
326 SHS JUNIPER NETWORKS INC P 2012-03-28 2013-04-24
30 SHS KIMBERLY-CLARK CORP P 2010-06-29 2013-01-08
25 SHS MCDONALDS CORP P 2009-03-03 2013-01-23
135 SHS MICROSOFT CORP P 2009-03-16 2013-12-10
55 SHS NIKE INC CL B P 2009-02-11 2013-10-15
35 SHS NORFOLK SOUTHERN CORP P 2010-10-13 2013-10-15
50 SHS OMNICOM GROUP INC P 2013-04-04 2013-10-15
69 SHS OMNICOM GROUP INC P 2009-03-03 2013-02-11
350 SHS PEABODY ENERGY CORP P 2009-05-06 2013-06-24
2229.5540 SHS PIMCO EMRG LOCAL BD FD INSTL CL P 2010-07-06 2013-08-13
50 SHS PROCTER & GAMBLE P 2009-01-29 2013-10-18
70 SHS SCHLUMBERGER LTD F P 2007-08-15 2013-12-10
30 SHS SHERWIN WILLIAMS CO P 2009-03-03 2013-12-04
23 SHS SNAP ON INC P 2013-04-30 2013-10-25
10 SHS SNAP ON INC P 2010-11-18 2013-10-25
212.6740 SHS SSGA HIGH YIELD BOND FD P 2013-07-02 2013-08-14
5094.0410 SHS SSGA HIGH BOND FD P 2009-02-11 2013-08-14
25 SHS STRYKER CORP P 2009-03-03 2013-02-25
30 SHS UNITED PARCEL SVC B CL B P 2009-02-18 2013-10-15
357.054 SHS VANGUARD GNMA FUND ADMIRAL SHARE P 2013-10-31 2013-12-10
7041.4550 SHS VANGUARD GNMA FUND ADMIRAL SHARE P 2009-03-03 2013-12-10
878.8180 SHS VANGUARD INTERM TERM INVT GRD ADMIRALSHARE P 2013-11-29 2013-12-10
2411.7740 SHS VANGUARD INTERM TERM INVT P 2009-03-03 2013-12-10
25 SHS WAL-MART STORES INC P 2012-07-27 2013-11-14
105 SHS WELLS FARGO & CO NEW P 2010-12-06 2013-09-10
175.2170 SHS PIMCO EMRG LOCAL BD FD INSTL CL P 2013-07-31 2013-08-13
63 SHS ISHARES TR BOND 3-7 YEAR BD ETF P 2009-04-27 2013-10-15
CAPITAL GAINS DIVIDENDS P    
(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 6,451   3,528 2,923
b 2,223   1,534 689
c 5,407   4,013 1,394
d 9,565   4,816 4,749
e 7,058   9,859 -2,801
8,633   6,520 2,113
6,200   3,307 2,893
1,990   1,756 234
3,550   2,545 1,005
4,971   2,999 1,972
3,385   1,509 1,876
9,005   4,750 4,255
9,978   9,915 63
6,160   3,074 3,086
3,616   1,410 2,206
8,249   3,036 5,213
5,646   3,744 1,902
6,549   4,831 1,718
4,393   2,519 1,874
81,449   20,497 60,952
3,678   1,901 1,777
3,242   3,313 -71
11,237   11,215 22
4,195   2,929 1,266
5,228   7,246 -2,018
2,508   1,863 645
2,316   1,325 991
4,832   2,209 2,623
4,051   1,217 2,834
2,734   2,167 567
3,251   2,970 281
3,781   1,580 2,201
6,427   13,139 -6,712
22,098   22,748 -650
3,906   2,268 1,638
6,079   6,217 -138
5,348   1,375 3,973
2,332   2,000 332
1,014   533 481
1,797   1,824 -27
43,045   34,508 8,537
1,553   829 724
2,707   1,282 1,425
3,723   3,873 -150
73,594   75,005 -1,411
8,828   8,966 -138
23,606   22,516 1,090
1,960   1,876 84
4,428   3,184 1,244
1,855   1,882 -27
7,491   7,036 455
1,835     1,835
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       2,923
b       689
c       1,394
d       4,749
e       -2,801
      2,113
      2,893
      234
      1,005
      1,972
      1,876
      4,255
      63
      3,086
      2,206
      5,213
      1,902
      1,718
      1,874
      60,952
      1,777
      -71
      22
      1,266
      -2,018
      645
      991
      2,623
      2,834
      567
      281
      2,201
      -6,712
      -650
      1,638
      -138
      3,973
      332
      481
      -27
      8,537
      724
      1,425
      -150
      -1,411
      -138
      1,090
      84
      1,244
      -27
      455
      1,835
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 2 121,999
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 320,123 880,779 0.363454
2011 317,951 1,132,101 0.280850
2010 415,506 1,129,869 0.367747
2009 439,295 1,245,938 0.352582
2008 699,318 1,889,778 0.370053
2 Total of line 1, column (d) ...................... 2 1.734686
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 0.346937
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 753,833
5 Multiply line 4 by line 3....................... 5 261,533
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,277
7 Add lines 5 and 6......................... 7 262,810
8 Enter qualifying distributions from Part XII, line 4.............. 8 305,479
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 1,277
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 1,277
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 1,277
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,434
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 2,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,434
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 3,157
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet3,157 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 ofbulletJOHN F TURBEN Telephone no.bullet (440) 205-8033
    Located atbulletPO BOX 22747BEACHWOODOH ZIP+4bullet44122
    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
    JOHN F TURBEN TRUSTEE/V.P.
    0.25     		0 0 0
    PO BOX 22747
    BEACHWOOD,OH44122
    DR SUSAN H TURBEN TRUSTEE/PRES
    0.25     		0 0 0
    8966 BOOTH ROAD
    KIRTLAND HILLS,OH44060
    DAVID C TURBEN TRUSTEE
    0.10     		0 0 0
    15550 PRIORWAY DRIVE
    NEWBURY,OH44072
    NICHOLAS A TURBEN TRUSTEE
    0.10     		0 0 0
    7 POND HILL DRIVE
    BOONTON TOWNSHIP,NJ07005
    NEWTON S KIMBERLY JR TRUSTEE
    0.10     		0 0 0
    74 CHURCH STREET
    CHAGRIN FALLS,OH44022
    JAMES H KIMBERLY TRUSTEE
    0.10     		0 0 0
    13 STILLWATER DR
    AMHERST,NH03031
    MARY S PRIEN TRUSTEE
    0.10     		0 0 0
    607 GRAND AVENUE
    ST PAUL,MN55102
    SANDRA KIELY-KOLB TRUSTEE
    0.10     		0 0 0
    15818 PARKLAND AVE
    SHAKER HTS,OH44120
    ANDREW SIKOROVSKY TRUSTEE
    0.10     		0 0 0
    2756 IVERNESS ROAD
    SHAKER HEIGHTS,OH44122
    DEBRA L BAUMAN TREASURER
    0.10     		0 0 0
    PO BOX 22747
    BEACHWOOD,OH44122
    THOMAS N LITTMAN SECRETARY
    0.10     		0 0 0
    PO BOX 22747
    BEACHWOOD,OH44122
    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
    37,692
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,277
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,277
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    36,415
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    36,415
    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
    36,415
    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 36,415
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 609,963
    b From 2009....... 377,469
    c From 2010....... 362,498
    d From 2011....... 262,491
    e From 2012....... 279,532
    fTotal of lines 3a through e......... 1,891,953
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 305,479
    a Applied to 2012, but not more than line 2a 0
    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..... 36,415
    e Remaining amount distributed out of corpus 269,064
    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 2,161,017
    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 ..........     		0
    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) ...     		609,963
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		1,551,054
    10 Analysis of line 9:
    a Excess from 2009.... 377,469
    b Excess from 2010.... 362,498
    c Excess from 2011.... 262,491
    d Excess from 2012.... 279,532
    e Excess from 2013.... 269,064
    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).)
    JOHN F TURBEN
    DR SUSAN H TURBEN
    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 of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    ACHIEVEMENT CENTERS FOR CHILDREN
    4255 NORTHFIELD ROAD
    HIGHLAND HILLS,OH44128     		NONE PUBLIC GENERAL PURPOSE 5,000
    ASSOCIATION TO HELP THE LORD'S WORK
    182 W JACKSON STREET
    PAINESVILLE,OH44077     		NONE PUBLIC GENERAL PURPOSE 2,000
    BEAUMONT SCHOOL
    3301 NORTH PARK BLVD
    CLEVELAND HEIGHTS,OH44118     		NONE PUBLIC GENERAL PURPOSE 750
    BEECH BROOK
    3737 LANDER ROAD
    PEPPER PIKE,OH44124     		NONE PUBLIC GENERAL PURPOSE 4,500
    BIG BROTHERS BIG SISTERS OF NORTHEAST OHIO INC
    8 NORTH STATE STREET STE 360
    PAINESVILLE,OH44077     		NONE PUBLIC GENERAL PURPOSE 250
    BOONTON TOWNSHIP EDUCATION FOUNDATION
    11 VALLEY RD
    BOONTON TOWNSHIP,NJ07005     		NONE PUBLIC GENERAL PURPOSE 1,000
    BRADFORD COLLEGE
    PO BOX 5073
    BRADFORD,MA01835     		NONE PUBLIC GENERAL PURPOSE 1,000
    CHAUTAUQUA FOUNDATION
    PO BOX 28
    CHAUTAUQUA,NY14722     		NONE PUBLIC GENERAL PURPOSE 20,000
    CHRIST EPISCOPAL CHURCH
    400 SAN JUAN DR
    PONTE VEDRA,FL32062     		NONE PUBLIC GENERAL PURPOSE 250
    CLEVELAND ARTS PRIZE
    PO BOX 21126
    CLEVELAND,OH44121     		NONE PUBLIC GENERAL PURPOSE 500
    CLEVELAND CLINIC FOUNDATION
    PO BOX 931517
    CLEVELAND,OH44193     		NONE PUBLIC GENERAL PURPOSE 1,000
    CLEVELAND MUSEUM OF ART
    11150 EAST BLVD
    CLEVELAND,OH44106     		NONE PUBLIC GENERAL PURPOSE 8,000
    CLEVELAND MUSIC SCHOOL SETTLEMENT
    11125 MAGNOLIA DRIVE
    CLEVELAND,OH44106     		NONE PUBLIC GENERAL PURPOSE 500
    CLEVELAND PLAY HOUSE
    1407 EUCLID AVENUE
    CLEVELAND,OH44115     		NONE PUBLIC GENERAL PURPOSE 1,000
    CLEVELAND SIGHT CENTER
    1909 EAST 101ST STREET
    CLEVELAND,OH44106     		NONE PUBLIC GENERAL PURPOSE 2,500
    CLOTHE-A-CHILD
    7085 MENTOR AVE
    WILLOUGHBY,OH44094     		NONE PUBLIC GENERAL PURPOSE 1,000
    CREATIVE EDUCATION INSTITUTE
    120 NORTH MAIN STREET
    CHAGRIN FALLS,OH44022     		NONE PUBLIC GENERAL PURPOSE 500
    DDC CLINIC
    14567 MADISON ROAD
    MIDDLEFIELD,OH44062     		NONE PUBLIC GENERAL PURPOSE 13,000
    FIELDSTONE FARM TRC
    16497 SNYDER ROAD
    CHAGRIN FALLS,OH44023     		NONE PUBLIC GENERAL PURPOSE 13,500
    FINE ARTS ASSOCIATION
    38660 MENTOR AVENUE
    WILLOUGHBY,OH44094     		NONE PUBLIC GENERAL PURPOSE 5,000
    FIRST PRESBYTERIAN CHURCH OF WILLOUGHBY
    4785 SHANKLAND ROAD
    WILLOUGHBY,OH44094     		NONE PUBLIC GENERAL PURPOSE 30,270
    FLYING HORSE FARMS
    3 EASTON OVAL SUITE 330
    COLUMBUS,OH43219     		NONE PUBLIC GENERAL PURPOSE 1,000
    FRIENDS OF BREAKTHROUGH
    1417 EAST 36TH STREET
    CLEVELAND,OH44114     		NONE PUBLIC GENERAL PURPOSE 22,700
    GLENBEIGH DEVELOPMENT
    PO BOX 298
    ROCK CREEK,OH44084     		NONE PUBLIC GENERAL PURPOSE 500
    GORDON SQUARE ARTS DISTRICT
    6516 DETROIT AVE STE 1
    CLEVELAND,OH44102     		NONE PUBLIC GENERAL PURPOSE 5,000
    HALLES HOPE FOUNDATION
    65 LANTERN RD
    STRATFORD,CT06614     		NONE PUBLIC GENERAL PURPOSE 250
    HANNAH'S HOME
    PO BOX 1395
    MENTOR,OH44061     		NONE PUBLIC GENERAL PURPOSE 250
    HOPEWELL
    PO BOX 193
    MESOPOTAMIA,OH44439     		NONE PUBLIC GENERAL PURPOSE 500
    HOSPICE OF THE WESTERN RESERVE
    300 EAST 185TH STREET
    CLEVELAND,OH44119     		NONE PUBLIC GENERAL PURPOSE 10,000
    IDEASTREAM
    1375 EUCLID AVENUE
    CLEVELAND,OH44115     		NONE PUBLIC GENERAL PURPOSE 14,000
    LAKE ERIE COLLEGE
    391 WEST WASHINGTON ST
    PAINESVILLE,OH44077     		NONE PUBLIC GENERAL PURPOSE 16,000
    LUTHERAN METROPOLITAN MINISTRY
    PO BOX 76736
    CLEVELAND,OH44101     		NONE PUBLIC GENERAL PURPOSE 10,000
    MULTIPLE SCLEROSIS SOCIETY - OH BUCKEYE CHAPTER
    6155 ROCKSIDE ROAD SUITE 202
    INDEPENDENCE,OH44131     		NONE PUBLIC GENERAL PURPOSE 12,600
    MUSICAL ARTS ASSOCIATION
    11001 EUCLID AVE
    CLEVELAND,OH44106     		NONE PUBLIC GENERAL PURPOSE 2,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    6155 ROCKSIDE ROAD SUITE 202
    INDEPENDENCE,OH44131     		NONE PUBLIC GENERAL PURPOSE 100
    NATIONAL PUBLIC RADIO
    635 MASSACHUSETTS AVE NW
    WASHINGTON,DC20001     		NONE PUBLIC GENERAL PURPOSE 5,000
    NEW DIRECTIONS INC
    30800 CHAGRIN BLVD
    PEPPER PIKE,OH44124     		NONE PUBLIC GENERAL PURPOSE 1,000
    NICHOLS SCHOOL
    1250 AMHERST STREET
    BUFFALO,NY14216     		NONE PUBLIC GENERAL PURPOSE 200
    NORTH COAST COMMUNITY HOMES
    14221 BROADWAY AVENUE
    CLEVELAND,OH44125     		NONE PUBLIC GENERAL PURPOSE 3,600
    OHIO FOUNDATION OF INDEPENDENT COLLEGES
    250 EAST BROAD STREET SUITE 1700
    COLUMBUS,OH43215     		NONE PUBLIC GENERAL PURPOSE 500
    OHIO PRESBYTERIAN RETIREMENT SERVICES FOUNDATION
    1001 KINGSMILL PARKWAY
    COLUMBUS,OH43229     		NONE PUBLIC GENERAL PURPOSE 2,000
    PALMS PRESBYTERIAN CHURCH
    3410 SOUTH THIRD STREET
    JACKSONVILLE BEACH,FL32250     		NONE PUBLIC GENERAL PURPOSE 1,000
    PLAYHOUSE SQUARE FOUNDATION
    1501 EUCLID AVE SUITE 200
    CLEVELAND,OH44115     		NONE PUBLIC GENERAL PURPOSE 2,500
    RAINBOW BABIES & CHILDREN'S HOSPITAL
    11100 EUCLID AVE MCCO-5062
    CLEVELAND,OH44103     		NONE PUBLIC GENERAL PURPOSE 10,000
    ROBERT PERKINS FUND
    5407 ROLAND AVENUE
    BALTIMORE,MD21210     		NONE PUBLIC GENERAL PURPOSE 200
    SOUTH KENT SCHOOL
    40 BULLS BRIDGE ROAD
    SOUTH KENT,CT06785     		NONE PUBLIC GENERAL PURPOSE 1,000
    ST HUBERT'S CHAPEL
    8870 BALDWIN ROAD
    KIRTLAND HILLS,OH44060     		NONE PUBLIC GENERAL PURPOSE 200
    ST LAWRENCE UNIVERSITY
    23 ROMODA DRIVE
    CANTON,NY13617     		NONE PUBLIC GENERAL PURPOSE 250
    SUSAN G KOMEN BREAST CANCER CENTER
    26210 EMERY ROAD SUITE 307
    CLEVELAND,OH44128     		NONE PUBLIC GENERAL PURPOSE 1,000
    THE ALOHA FOUNDATION
    2968 LAKE MOREY ROAD
    FAIRLEE,VT05045     		NONE PUBLIC GENERAL PURPOSE 200
    THE BAINBRIDGE RECOVERY CLUB
    8231 WASHINGTON ST
    CHAGRIN FALLS,OH44023     		NONE PUBLIC GENERAL PURPOSE 100
    THE BUFFALO SEMINARY
    PO BOX 8000
    BUFFALO,NY14267     		NONE PUBLIC GENERAL PURPOSE 5,000
    THE CRADLE FOUNDATION
    2049 RIDGE AVE
    EVANSTON,IL60201     		NONE PUBLIC GENERAL PURPOSE 250
    THE FRANK LLOYD WRIGHT FOUNDATION
    PO BOX 443
    SCOTTSDALE,AZ85261     		NONE PUBLIC GENERAL PURPOSE 125
    THE GATE HOUSE SCHOOL
    14915 STILLWATER DRIVE
    NOVELTY,OH44072     		NONE PUBLIC GENERAL PURPOSE 500
    THE GATHERING PLACE
    23300 COMMERCE PARK
    BEACHWOOD,OH44122     		NONE PUBLIC GENERAL PURPOSE 5,000
    THE HOLDEN ARBORETUM
    9500 SPERRY ROAD
    KIRTLAND,OH44094     		NONE PUBLIC GENERAL PURPOSE 15,200
    UNIVERSITY SCHOOL TOWER SOCIETY
    2785 SOM CENTER RD
    HUNTING VALLEY,OH44022     		NONE PUBLIC GENERAL PURPOSE 25,000
    UNIVERSITY SCHOOL
    2785 SOM CENTER ROAD
    HUNTINGT VALLEY,OH44022     		NONE PUBLIC GENERAL PURPOSE 384
    VOCATIONAL GUIDANCE SERVICES
    2239 EAST 55TH STREET
    CLEVELAND,OH44103     		NONE PUBLIC GENERAL PURPOSE 13,000
    WESTCHESTER GOLF ASSOCIATION CADDIE SCHOLARSHIP FUND
    49 KNOLLWOOD RD
    ELMSFORD,NY10523     		NONE PUBLIC GENERAL PURPOSE 200
    WILLIAMS COLLEGE
    75 PARK STREET
    WILLIAMSTOWN,MA01267     		NONE PUBLIC GENERAL PURPOSE 400
    YALE ALUMNI ASSOCIATION
    PO BOX 803
    NEW HAVEN,CT06503     		NONE PUBLIC GENERAL PURPOSE 5,000
    YMCA
    6 HENRY CLAY DR
    MERRIMACK,NH03054     		NONE PUBLIC GENERAL PURPOSE 250
    Total .................................bullet 3a 305,479
    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 ............     		         
    4 Dividends and interest from securities....     14 18,673  
    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.....     14 48  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 121,999  
    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).. 0 140,720 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13140,720
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    SUSAN & JOHN TURBEN FOUNDATION
     
    Employer identification number

    34-1725277
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    SUSAN & JOHN TURBEN FOUNDATION
          		Employer identification number

    34-1725277
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    JOHN F TURBEN REVOCABLE TRUST  
    8966 BOOTH ROAD
     
    MENTOR, OH44060

    		$79,125


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    SUSAN & JOHN TURBEN FOUNDATION
          		Employer identification number

    34-1725277
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 1596 SHS HYSTER-YALE $79,125 2013-02-15
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    SUSAN & JOHN TURBEN FOUNDATION
          		Employer identification number

    34-1725277
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    SUSAN & JOHN TURBEN FOUNDATION
    EIN: 34-1725277
    Name of Bond End of Year Book Value End of Year Fair Market Value
    9015.820 VANGUARD GNMA ADMIRAL 95,295 93,945
    8014.167 VANGUARD INTER-TERM INVT GRADE ADMIRAL 68,086 77,497
    645 ISHARES 3-7 YEAR TREASURY BOND 71,766 77,419
    4566.853 FEDERATED HIGH YIELD BOND INST 46,067 46,628
    3034.141 DOUBLELINE TOTAL RETURN BOND 1 33,207 32,708

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    SUSAN & JOHN TURBEN FOUNDATION
    EIN: 34-1725277
    Name of Stock End of Year Book Value End of Year Fair Market Value
    235 SHS NASDAQ STOCK MKT INC 7,656 9,353
    205 SHS WELLS FARGO & CO 5,745 9,307
    101 SHS AMERICAN EXPRESS CO 3,590 9,164
    65 SHS 3M COMPANY 3,412 9,116
    16 SHS APPLE INC 5,367 8,976
    8 SHS GOOGLE CL A 4,031 8,966
    105 SHS AUTO DATA PROCESSING 3,655 8,484
    145 SHS JP MORGAN CHASE & CO 5,309 8,480
    100 SHS HOME DEPOT INC 3,525 8,234
    115 SHS EQUIFAX INC 2,702 7,945
    150 SHS ABBVIE INC 3,371 7,922
    110 SHS EXPRESS SCRIPTS HOLDING CO 2,672 7,726
    100 SHS STRYKER CORP 3,314 7,514
    40 SHS INTL BUSINESS MACHINES 3,803 7,503
    70 SHS KIMBERLY-CLARK CORP 4,301 7,312
    65 SHS AIR PRODUCTS & CHEMICALS INC 5,217 7,266
    122 SHS BORG WARNER INC 4,436 6,821
    91 SHS OMNICOM GROUP INC 2,266 6,768
    115 SHS FRANKLIN RESOURCES 4,445 6,639
    95 SHS BAXTER INTL INC 5,405 6,607
    65 SHS EXXON MOBIL CORP 3,899 6,578
    79 SHS PROCTER & GAMBLE CO 3,584 6,431
    155 SHS COCA COLA COMPANY 3,047 6,403
    70 SHS SCHLUMBERGER LTD 4,803 6,308
    65 SHS MCDONALDS CORP 3,445 6,307
    80 SHS DANAHER CORP 2,386 6,176
    175 SHS AT&T INC 4,076 6,153
    65 SHS NORFOLK SOUTHERN CORP 4,025 6,034
    75 SHS NIKE INC CL B 1,660 5,898
    55 SHS UNITED PARCEL SERVICE 2,350 5,779
    150 SHS ABBOTT LABORATORIES 3,109 5,750
    220 SHS EMC CORP 2,652 5,533
    30 SHS SHERWIN WILLIAMS CO 1,375 5,505
    343 SHS FORD MOTOR COMPANY 6,013 5,292
    55 SHS GENERAL DYNAMICS CORP 4,928 5,255
    66 SHS WAL-MART STORES INC 4,799 5,194
    45 SHS SNAP-ON INC 2,397 4,928
    115 SHS MICROSOFT CORP 1,880 4,302

    TY 2013 OtherAssetsSchedule
    Name:
    SUSAN & JOHN TURBEN FOUNDATION
    EIN: 34-1725277
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDEND RECEIVABLE 45 62 62


    TY 2013 OtherDecreasesSchedule
    Name:
    SUSAN & JOHN TURBEN FOUNDATION
    EIN: 34-1725277
    Description Amount
    ADJUSTMENT TO BASIS OF CONTRIBUTED STOCK TO DONOR'S COST 58,729


    TY 2013 OtherExpensesSchedule
    Name:
    SUSAN & JOHN TURBEN FOUNDATION
    EIN: 34-1725277
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE EXPENSES 29,490 7,350   0


    TY 2013 OtherIncomeSchedule2
    Name:
    SUSAN & JOHN TURBEN FOUNDATION
    EIN: 34-1725277
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION DISTRIBUTIONS 48 48 48


    TY 2013 OtherIncreasesSchedule
    Name:
    SUSAN & JOHN TURBEN FOUNDATION
    EIN: 34-1725277
    Description Amount
    FUND BASIS ADJUSTMENTS ETC. 1,271
    ROUNDING 2


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    SUSAN & JOHN TURBEN FOUNDATION
    EIN: 34-1725277
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEES 5,649 5,649   0
    TAX PREPARATION 0 0   0