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
TUSCORA PARK HEALTH & WELLNESS
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)460 WEST PAIGE AVENUE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BARBERTON, OH44203
A Employer identification number

34-1193807
B Telephone number (see instructions)

(330) 745-5995
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$4,839,104
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) 48
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 128,536 128,536  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 145,854
b Gross sales price for all assets on line 6a 2,560,262
7 Capital gain net income (from Part IV, line 2)...  
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........ 274,438 128,536  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,950 1,950    
c Other professional fees (attach schedule).... 52,271 52,271    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 200 200    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,018 4,018    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,439 58,439   0
25 Contributions, gifts, grants paid........ 210,500 210,500
26 Total expenses and disbursements. Add lines 24 and 25 268,939 58,439   210,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,499
b Net investment income (if negative, enter -0-) 70,097
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............... 908 628 628
2 Savings and temporary cash investments.......... 349,531 314,308 314,308
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........... 426 517 517
10a Investments—U.S. and state government obligations (attach schedule) 365,492 404,683 404,683
b Investments—corporate stock (attach schedule)........ 3,392,005 Click to see attachment3,764,316 3,764,316
c Investments—corporate bonds (attach schedule)........ 240,006 Click to see attachment354,652 354,652
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) 4,348,368 4,839,104 4,839,104
Liabilities 17 Accounts payable and accrued expenses.......... 75  
18 Grants payable................... 24,500 15,700
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).......... 24,575 15,700
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 4,171,858 4,646,791
25 Temporarily restricted................ 151,935 176,613
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,323,793 4,823,404
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,348,368 4,839,104
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 4,323,793
2 Enter amount from Part I, line 27a..................... 2 5,499
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 494,112
4 Add lines 1, 2, and 3.......................... 4 4,823,404
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,823,404
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.)
1a
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
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
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  
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 196,093 4,176,074 0.046956
2011 184,709 4,321,640 0.042740
2010 153,383 4,058,952 0.037789
2009 119,201 3,642,836 0.032722
2008 285,029 4,186,627 0.068081
2 Total of line 1, column (d) ...................... 2 0.228288
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 0.045658
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 4,293,936
5 Multiply line 4 by line 3....................... 5 196,053
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 701
7 Add lines 5 and 6......................... 7 196,754
8 Enter qualifying distributions from Part XII, line 4.............. 8 210,500
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 1 701
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  
3 Add lines 1 and 2............................ 3 701
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 701
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,473
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 1,473
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 10 772
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet772 RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 addressbulletWWW.BARBERTONCF.ORG/TPHWF
    14
    The books are in care ofbulletBARBERTON COMMUNITY FNDTN Telephone no.bullet (330) 745-5995
    Located atbullet460 WEST PAIGE AVENUEBARBERTONOH ZIP+4bullet44203
    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
     
     
    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
     
    No
    .........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
    DR DOUGLAS GORMLEYClick to see attachment TRUSTEE
    0.50
    0 0 0
    460 WEST PAGIE AVENUE
    BARBERTON,OH44203
    DUANE ISHAMClick to see attachment TRUSTEE
    0.50
    0 0 0
    460 WEST PAIGE AVE
    BARBERTON,OH44203
    MICHAEL MOLDVAYClick to see attachment SECRETARY/TR
    0.50
    0 0 0
    460 WEST PAIGE AVE
    BARBERTON,OH44203
    PATRICK ROBERTSClick to see attachment CHAIRMAN
    0.50
    0 0 0
    460 WEST PAIGE AVE
    BARBERTON,OH44203
    DANIEL WARDERClick to see attachment TRUSTEE
    0.50
    0 0 0
    460 WEST PAIGE AVE
    BARBERTON,OH44203
    KATHY JOBEClick to see attachment TRUSTEE
    0.50
    0 0 0
    460 WEST PAIGE AVE
    BARBERTON,OH44203
    LARRY LAUTERClick to see attachment TRUSTEE
    0.50
    0 0 0
    460 WEST PAIGE AVE
    BARBERTON,OH44203
    AARON LEPPClick to see attachment VICE CHAIRMA
    0.50
    0 0 0
    460 WEST PAIGE AVE
    BARBERTON,OH44203
    PATRICK MCGRATHClick to see attachment TRUSTEE
    0.50
    0 0 0
    460 WEST PAIGE AVE
    BARBERTON,OH44203
    EMIL VOELZClick to see attachment TRUSTEE
    0.50
    0 0 0
    460 WEST PAIGE AVE
    BARBERTON,OH44203
    LEONARD FOSTERClick to see attachment TRUSTEE
    0.50
    0 0 0
    460 WEST PAIGE AVE
    BARBERTON,OH44203
    WILLIAM RODERICKClick to see attachment TRUSTEE
    0.50
    0 0 0
    460 WEST PAIGE AVE
    BARBERTON,OH44203
    PATRICIA CLEARYClick to see attachment TRUSTEE
    0.50
    0 0 0
    460 WEST PAIGE AVE
    BARBERTON,OH44203
    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  
    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.............bullet  
    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 DIRECT GRANTS TO 28 ORGANIZATIONS FOR HEALTH AND WELLNESS PROGRAMS 177,000
    2 SCHOLARSHIPS FOR 7 NURSING STUDENTS 33,500
    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 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    214,697
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    701
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    701
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    213,996
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    213,996
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    213,996
    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 7 213,996
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 71,770
    b Total for prior years:20, 20, 20  
    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.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 210,500
    a Applied to 2012, but not more than line 2a 71,770
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2013 distributable amount..... 138,730
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    75,266
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
     
    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:
    SEE ATTACHED STMT
    460 W PAIGE AVE
    BARBERTON,OH44203
    (330) 745-5995
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED STMT
    cAny submission deadlines:
    SEE ATTACHED STMT
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED STMT
    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
    ACCESS
    230 WEST MARKET STREET
    AKRON,OH44303
        HEALTH AND WELLNESS PROGRAM FOR HOME 10,000
    AKRON CHILDRENS HOSPITAL
    ONE PERKINS SQUARE
    AKRON,OH44308
        COMM. HEALTH WORKER PROGRAM-REFUGEE 10,000
    AMANDA PHILLIPS
    277 E BUCHTEL
    AKRON,OH44325
        SCHOLARSHIP 5,000
    KELLIE CLINE
    401 COLLEGE AVE
    ASHLAND,OH44806
        SCHOLARSHIP 5,000
    BARBERTON COMMUNITY HEALTH CLINIC
    113-9TH STREET NW
    BARBERTON,OH44203
        COMMUNITY HEALTH 8,000
    BARBERTON PARKS AND RECREATION COMM
    500 WEST HOPOCAN
    BARBERTON,OH44308
        TUSCOROA PARK H & W PLAZA 8,000
    BLICK CLINIC
    640 WEST MARKET STREET
    AKRON,OH44303
        DEVELOPMENT THERAPY PROGRAM 6,000
    BOYS & GIRLS CLUB
    889 JONATHAN AVENUE
    AKRON,OH44306
        ISTRIVE 7,500
    CATHOLIC CHARITIES COMMUNITY SERVIC
    812 BIRUTA STREET
    AKRON,OH44307
        DAY AND OVERNIGHT RECREATIONAKL PROG 2,500
    COMMUNITY PREGNANCY CENTER
    1058 WOOSTER ROAD W
    BARBERTON,OH44308
        SAFETY FIRST 7,000
    LAKE ANNA YMCA
    500 WEST HOPOCAN AVE
    BARBERTON,OH44203
        BEAUTIFICATION GARDEN 4,000
    MAGICAL THEATRE COMPANY
    PO BOX 386
    BARBERTON,OH44308
        THE OUTSIDERS 4,000
    PAIGE SHOWALTER
    2600 CLEVELAND AVENUE NW
    CANTON,OH44709
        SCHOLARSHIP 5,000
    MENTAL HEALTH AMERICA OF SUMMIT COU
    20 OLIVE STREET
    SUITE 404
    AKRON,OH44310
        ADOLESCENT SUICIDE PREVENTION PROGRA 10,000
    MOBILE MEALS
    1063 SOUTH BROADWAY STREE
    AKRON,OH44311
        PROMOTE HEALTHY LIVING 2,500
    OPEN M
    941 PRINCETON STREET
    AKRON,OH44311
        PATIENT NAVIGATOR 12,000
    SUMMIT COUNTY PUBLIC HEALTH
    1100 GRAHAM ROAD CIRCLE
    STOW,OH44308
        MOBILE DENTISTRY FOR CHILDREN 8,000
    THE AMERICAN RED CROSS
    501 WEST MARKET STREET
    AKRON,OH44303
        MEDICAL TRANSPORTATION SERVICES 4,700
    BRITTANY DICKO
    PO BOX 5190
    KENT,OH44242
        SCHOLARSIP 5,000
    LAUREN KENT
    PO BOX 2260
    AKRON,OH44304
        SCHOLARSHIP 6,500
    VICTORY GALLOP
    1745 HAMETOWN ROAD
    AKRON,OH44333
        THERAPEUTIC HORSEBACK RIDING PROGRAM 12,000
    BRITTANY HAVERLIK
    PO BOX 2260
    AKRON,OH44325
        SCHOLARSHIP 2,000
    DEBBIE COSTANZP
    277 E BUCHTEL AVE
    AKRON,OH44325
        SCHOLARSHIP 5,000
    BLESSINGS IN A BACKPACK
    3454 AEGEAN RD
    AKRON,OH44333
        BLESSINGS IN A BACKPACK 4,000
    GREENLEAF FAMILY CENTER
    212 EAST EXCHANGE
    AKRON,OH44304
        COMMUNITY SERVICES FOR THE DEAF 1,500
    LOYOLA RETREAT HOUSE
    700 KILLINGER ROAD
    CLINTON,OH44216
        CAPITAL CAMPAIGN MATCH 25,000
    AKRON YMCA
    50 S MAIN
    AKRON,OH44308
        CAMP Y-NOAH 5,000
    AKRON YMCA
    50 S MAIN
    AKRON,OH44308
        CAMP YNOAH RETURN -10,000
    AKRON MARATHON
    453 S HIGH ST
    SUITE 301
    AKRON,OH44311
        AED UNITS FOR THE AKRON MARATHON 3,600
    NDS
    166 SECOND STREET NW
    BARBERTON,OH44203
        DOWNTOWN BARBERTON FARMERS MARKET 2,500
    BEACON JOURNAL CHARITY FUND
    50 SOUTH MAIN STREET
    SUITE LL100
    AKRON,OH44308
        DENTAL/ORTHODONIC CARE PROGRAM 6,500
    BARBERTON AREA COMMUNITY MINISTRIES
    636 PARK AVE
    BARBERTON,OH44203
        EAT MORE VEGETABLES & FRUITS 4,200
    GIRLS ON THE RUN OF GREATER SUMMIT
    750 WHITE POND
    AKRON,OH44320
        JOYFUL, HEALTHY & CONFIDENT GIRLS 5,000
    ELVES & MORE OF NE OHIO
    PO BOX 95
    CUYAHOGA FALLS,OH44222
        2013 BIKE GIVEAWAY 2,000
    ALZHEIMER'S ASSOCIATION
    70 W STREETSBORO ST
    SUITE 201
    HUDSON,OH44236
        LIVING WITH ALZHEIMER'S 2,500
    HIRAM COLLEGE
    PO BOX 67
    HIRAM,OH44234
        HIRAM GENOMICS ACADEMY 9,000
    Total .................................bullet 3a 210,500
    bApproved for future payment
    Total .................................bullet 3b  
    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....     14 128,536  
    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 .............
        18 145,854  
    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)..   274,390  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13274,390
    (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 AccountingFeesSchedule
    Name:
    TUSCORA PARK HEALTH & WELLNESS
    FOUNDATION
    EIN: 34-1193807
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,950 1,950    

    TY 2013 CompensationExplanation
    Name:
    TUSCORA PARK HEALTH & WELLNESS
    FOUNDATION
    EIN: 34-1193807
    Person Name Explanation
    DR DOUGLAS GORMLEY  
    DUANE ISHAM  
    MICHAEL MOLDVAY  
    PATRICK ROBERTS  
    DANIEL WARDER  
    KATHY JOBE  
    LARRY LAUTER  
    AARON LEPP  
    PATRICK MCGRATH  
    EMIL VOELZ  
    LEONARD FOSTER  
    WILLIAM RODERICK  
    PATRICIA CLEARY  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    TUSCORA PARK HEALTH & WELLNESS
    FOUNDATION
    EIN: 34-1193807
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    FEDERATED INV PRIME OBL FD 396 SS 2012-08 PURCHASE 2013-01   3,389 3,389        
    FEDERATED INV PRIME OBL FD 396 SS 2012-08 PURCHASE 2013-01   3,000 3,000        
    FEDERATED INV PRIME OBL FD 396 SS 2012-08 PURCHASE 2013-01   6,700 6,700        
    FEDERATED INV PRIME OBL FD 396 SS 2012-08 PURCHASE 2013-01   16,500 16,500        
    FEDERATED INV PRIME OBL FD 396 SS 2012-08 PURCHASE 2013-01   9,000 9,000        
    OPPENHEIMER INTL GROWTH FD-Y 2012-12 PURCHASE 2013-02   7,976 7,555     421  
    FEDERATED INV PRIME OBL FD 396 SS 2012-12 PURCHASE 2013-03   1,500 1,500        
    FEDERATED INV PRIME OBL FD 396 SS 2012-09 PURCHASE 2013-04   1,500 1,500        
    FEDERATED INV PRIME OBL FD 396 SS 2012-09 PURCHASE 2013-04   136,097 136,097        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-06   42,200 42,200        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-06   11,000 11,000        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-06   22,000 22,000        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-07   500 500        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-07   5,026 5,026        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-07   25,000 25,000        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-08   1,250 1,250        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-08   33,489 33,489        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-08   4,000 4,000        
    PIMCO ALL ASSETS ALL AUTH-IS 2012-09 PURCHASE 2013-08   5,873 6,503     -630  
    PIMCO ALL ASSETS ALL AUTH-IS 2012-12 PURCHASE 2013-08   21,240 23,579     -2,339  
    PIMCO ALL ASSETS ALL AUTH-IS 2012-12 PURCHASE 2013-08   5,734 6,309     -575  
    PIMCO ALL ASSETS ALL AUTH-IS 2013-03 PURCHASE 2013-08   6,329 6,863     -534  
    ISHARES RUSSELL 1000 VALUE ETF 2012-08 PURCHASE 2013-08   33,185 27,428     5,757  
    ISHARES RUSSELL 1000 VALUE ETF 2012-10 PURCHASE 2013-08   1,706 1,454     252  
    ISHARES RUSSELL 1000 VALUE ETF 2013-01 PURCHASE 2013-08   2,133 1,852     281  
    ISHARES RUSSELL 1000 VALUE ETF 2013-07 PURCHASE 2013-08   3,071 3,079     -8  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-09   25,000 25,000        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-10   1,900 1,900        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-11   1,350 1,350        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-12   59,500 59,500        
    OPPENHEIMER INTL GROWTH FD-Y 2011-12 PURCHASE 2013-02   42,024 34,309     7,715  
    DODGE & COX INTERNATIONAL STOCK FD 2007-05 PURCHASE 2013-08   15,000 18,901     -3,901  
    OPPENHEIMER INTL GROWTH FD-Y 2011-12 PURCHASE 2013-08   15,000 11,265     3,735  
    PIMCO ALL ASSETS ALL AUTH-IS 2010-02 PURCHASE 2013-08   32,714 33,947     -1,233  
    PIMCO ALL ASSETS ALL AUTH-IS 2010-06 PURCHASE 2013-08   2,841 2,988     -147  
    PIMCO ALL ASSETS ALL AUTH-IS 2010-09 PURCHASE 2013-08   2,862 3,118     -256  
    PIMCO ALL ASSETS ALL AUTH-IS 2010-11 PURCHASE 2013-08   181,622 200,000     -18,378  
    PIMCO ALL ASSETS ALL AUTH-IS 2010-12 PURCHASE 2013-08   1,246 1,346     -100  
    PIMCO ALL ASSETS ALL AUTH-IS 2010-12 PURCHASE 2013-08   20,033 21,007     -974  
    PIMCO ALL ASSETS ALL AUTH-IS 2011-03 PURCHASE 2013-08   3,346 3,542     -196  
    PIMCO ALL ASSETS ALL AUTH-IS 2011-06 PURCHASE 2013-08   5,358 5,762     -404  
    PIMCO ALL ASSETS ALL AUTH-IS 2011-09 PURCHASE 2013-08   5,832 6,144     -312  
    PIMCO ALL ASSETS ALL AUTH-IS 2012-03 PURCHASE 2013-08   4,969 5,220     -251  
    DODGE & COX INTERNATIONAL STOCK FD 2007-05 PURCHASE 2013-11   50,000 57,062     -7,062  
    OPPENHEIMER INTL GROWTH FD-Y 2011-12 PURCHASE 2013-11   50,000 35,540     14,460  
    FEDERATED INV PRIME OBL FD 396 SS 2012-11 PURCHASE 2013-01   194 194        
    US AIRWAYS GROUP 2012-11 PURCHASE 2013-01   6,066 4,996     1,070  
    ACUITY BRANDS INC 2012-06 PURCHASE 2013-01   4,937 3,751     1,186  
    MYRIAD GENETICS INC 2012-06 PURCHASE 2013-01   2,902 2,723     179  
    SOUTHWEST AIRLINES CO 2012-06 PURCHASE 2013-01   6,031 5,257     774  
    SOUTHWEST AIRLINES CO 2012-11 PURCHASE 2013-01   4,500 4,500        
    FACEBOOK INC-A 2012-11 PURCHASE 2013-01   3,743 2,644     1,099  
    FEDERATED INV PRIME OBL FD 396 SS 2012-11 PURCHASE 2013-01   13,341 13,341        
    FEDERATED INV PRIME OBL FD 396 SS 2012-12 PURCHASE 2013-01   4,221 4,221        
    NORFOLK SOUTHN CORP 2012-02 PURCHASE 2013-01   3,295 3,399     -104  
    FEDERATED INV PRIME OBL FD 396 SS 2012-12 PURCHASE 2013-01   5,774 5,774        
    PALL CORP 2012-05 PURCHASE 2013-01   4,073 3,481     592  
    PALL CORP 2012-05 PURCHASE 2013-01   2,715 2,318     397  
    FEDERATED INV PRIME OBL FD 396 SS 2012-12 PURCHASE 2013-02   208 208        
    FEDERATED INV PRIME OBL FD 396 SS 2012-12 PURCHASE 2013-02   14,242 14,242        
    FEDERATED INV PRIME OBL FD 396 SS 2013-01 PURCHASE 2013-02   3,078 3,078        
    MANPOWER INC 2012-08 PURCHASE 2013-02   1,536 1,125     411  
    AMAZON.COM INC 2012-11 PURCHASE 2013-02   2,658 2,317     341  
    MANPOWER INC 2012-08 PURCHASE 2013-02   2,070 1,500     570  
    MANPOWER INC 2012-08 PURCHASE 2013-02   2,574 1,875     699  
    MOODYS CORP 2012-07 PURCHASE 2013-02   14,874 9,839     5,035  
    FEDERATED INV PRIME OBL FD 396 SS 2012-07 PURCHASE 2013-02   9,314 9,314        
    FEDERATED INV PRIME OBL FD 396 SS 2012-07 PURCHASE 2013-02   21,774 21,774        
    FEDERATED INV PRIME OBL FD 396 SS 2013-01 PURCHASE 2013-02   5,171 5,171        
    FEDERATED INV PRIME OBL FD 396 SS 2013-01 PURCHASE 2013-02   7,019 7,019        
    FEDERATED INV PRIME OBL FD 396 SS 2013-01 PURCHASE 2013-02   10,024 10,024        
    FEDERATED INV PRIME OBL FD 396 SS 2013-02 PURCHASE 2013-03   184 184        
    TYSON FOODS INC CLASS A 2012-09 PURCHASE 2013-03   12,151 8,430     3,721  
    FEDERATED INV PRIME OBL FD 396 SS 2012-09 PURCHASE 2013-03   9,413 9,413        
    WESTERN UNION-WI 2012-07 PURCHASE 2013-03   10,557 12,772     -2,215  
    AMPHENOL CORP 2012-05 PURCHASE 2013-03   2,877 2,078     799  
    HOMEAWAY INC 2012-04 PURCHASE 2013-03   611 472     139  
    LINKEDIN CORP-A 2012-07 PURCHASE 2013-03   5,443 3,147     2,296  
    FEDERATED INV PRIME OBL FD 396 SS 2012-07 PURCHASE 2013-04   17,081 17,081        
    FEDERATED INV PRIME OBL FD 396 SS 2012-07 PURCHASE 2013-04   5,429 5,429        
    SIGMA ALDRICH CORP 2012-05 PURCHASE 2013-04   13,792 12,799     993  
    FEDERATED INV PRIME OBL FD 396 SS 2012-05 PURCHASE 2013-04   1,809 1,809        
    UNIVERSAL HEALTH SVCS INC 2012-09 PURCHASE 2013-04   4,345 3,204     1,141  
    FEDERATED INV PRIME OBL FD 396 SS 2012-09 PURCHASE 2013-04   3,060 3,060        
    FEDERATED INV PRIME OBL FD 396 SS 2012-09 PURCHASE 2013-04   5,656 5,656        
    FEDERATED INV PRIME OBL FD 396 SS 2012-09 PURCHASE 2013-04   49,490 49,490        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-04   9,391 9,391        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-04   11,677 11,677        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-04   3,706 3,706        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-04   15,129 15,129        
    COCA COLA CO 2012-11 PURCHASE 2013-05   1,269 1,098     171  
    COCA COLA CO 2013-02 PURCHASE 2013-05   2,537 2,286     251  
    COCA COLA CO 2013-02 PURCHASE 2013-05   4,229 3,818     411  
    MONDELEZ INTERNATIONAL INC 2012-12 PURCHASE 2013-05   6,647 5,414     1,233  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-12 PURCHASE 2013-05   15,157 15,157        
    JOHNSON & JOHNSON 2012-12 PURCHASE 2013-05   1,713 1,408     305  
    JOHNSON & JOHNSON 2013-01 PURCHASE 2013-05   5,995 5,056     939  
    WATERS CORP 2012-12 PURCHASE 2013-05   1,946 1,689     257  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-05   7,308 7,308        
    GOOGLE INC - CL A 2013-03 PURCHASE 2013-05   9,090 8,107     983  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-03 PURCHASE 2013-05   10,317 10,317        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-03 PURCHASE 2013-05   2,251 2,251        
    TIFFANY & CO 2012-05 PURCHASE 2013-05   4,710 3,414     1,296  
    TIFFANY & CO 2012-06 PURCHASE 2013-05   785 525     260  
    ALEXANDRIA REAL ESTATE EQUITIES INC 2013-02 PURCHASE 2013-05   731 723     8  
    DIRECTV 2013-02 PURCHASE 2013-05   3,154 2,464     690  
    DISNEY WALT CO NEW 2012-12 PURCHASE 2013-05   3,881 2,987     894  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2012-12 PURCHASE 2013-05   75,000 75,000        
    GENERAL ELECTRIC CORP 2013-04 PURCHASE 2013-05   944 862     82  
    KRAFT FOODS GROUP INC 2013-01 PURCHASE 2013-05   1,690 1,407     283  
    MCGRAW HILL FINANCIAL INC 2013-01 PURCHASE 2013-05   2,135 2,307     -172  
    MEAD JOHNSON NUTRITION CO 2012-11 PURCHASE 2013-05   2,506 2,018     488  
    MYRIAD GENETICS INC 2013-04 PURCHASE 2013-05   2,548 2,034     514  
    PALL CORP 2013-03 PURCHASE 2013-05   1,422 1,357     65  
    PEABODY ENERGY CORP 2013-05 PURCHASE 2013-05   820 800     20  
    RANGE RESOURCES CORP 2012-12 PURCHASE 2013-05   1,550 1,267     283  
    SPIRIT AIRLINES 2012-08 PURCHASE 2013-05   2,344 1,648     696  
    STARZ LIBERTY CAPITAL - A 2013-02 PURCHASE 2013-05   2,477 2,081     396  
    UNIVERSAL HEALTH SVCS INC 2012-09 PURCHASE 2013-05   665 458     207  
    VIACOM INC-B W/I 2013-01 PURCHASE 2013-05   3,410 2,966     444  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-06   208 208        
    BIOGEN IDEC INC 2013-04 PURCHASE 2013-06   6,297 6,291     6  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-06   9,410 9,410        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-06   9,148 9,148        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-07   31 31        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-07   2,760 2,760        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-07   16,854 16,854        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-07   5,715 5,715        
    JOHNSON & JOHNSON 2012-12 PURCHASE 2013-07   3,605 2,812     793  
    JOHNSON & JOHNSON 2012-12 PURCHASE 2013-07   901 704     197  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2012-12 PURCHASE 2013-07   6,122 6,122        
    SPIRIT AIRLINES 2012-08 PURCHASE 2013-07   1,422 824     598  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-06 PURCHASE 2013-08   208 208        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-06 PURCHASE 2013-08   2,505 2,505        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-06 PURCHASE 2013-08   6,935 6,935        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-06 PURCHASE 2013-08   2,827 2,827        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-06 PURCHASE 2013-08   4,559 4,559        
    FACEBOOK INC-A 2013-05 PURCHASE 2013-08   5,005 3,493     1,512  
    FORTINET INC 2013-05 PURCHASE 2013-08   1,619 1,482     137  
    F5 NETWORKS INC 2013-05 PURCHASE 2013-08   1,757 1,583     174  
    MICROS SYSTEMS INC 2013-03 PURCHASE 2013-08   1,493 1,265     228  
    MSCI INC 2013-01 PURCHASE 2013-08   1,157 1,017     140  
    PALL CORP 2013-03 PURCHASE 2013-08   4,243 4,072     171  
    PEABODY ENERGY CORP 2013-05 PURCHASE 2013-08   1,588 1,800     -212  
    QUALCOMM INC 2013-03 PURCHASE 2013-08   3,339 3,330     9  
    VIACOM INC-B W/I 2013-01 PURCHASE 2013-08   2,388 1,780     608  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-01 PURCHASE 2013-08   8,262 8,262        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-01 PURCHASE 2013-08   40,000 40,000        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-08 PURCHASE 2013-08   5,615 5,615        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-08 PURCHASE 2013-09   208 208        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-08 PURCHASE 2013-09   6,300 6,300        
    QUALCOMM INC 2012-12 PURCHASE 2013-09   2,729 2,538     191  
    QUALCOMM INC 2013-03 PURCHASE 2013-09   6,139 5,995     144  
    DISNEY WALT CO NEW 2012-12 PURCHASE 2013-09   657 498     159  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-08 PURCHASE 2013-09   3,014 3,014        
    VIACOM INC-B W/I 2013-01 PURCHASE 2013-09   2,520 1,741     779  
    FACEBOOK INC-A 2013-05 PURCHASE 2013-09   2,452 1,344     1,108  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-08 PURCHASE 2013-09   31 31        
    CATERPILLAR INC 2013-05 PURCHASE 2013-09   3,389 3,368     21  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-10   9,245 9,245        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-05 PURCHASE 2013-10   3,080 3,080        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-09 PURCHASE 2013-10   4,803 4,803        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-06 PURCHASE 2013-10   9,063 9,063        
    AMAZON.COM INC 2013-08 PURCHASE 2013-10   6,580 5,615     965  
    EXELON CORP 2013-06 PURCHASE 2013-10   8,343 9,148     -805  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-06 PURCHASE 2013-10   10,170 10,170        
    MCGRAW HILL FINANCIAL INC 2012-12 PURCHASE 2013-11   5,686 4,258     1,428  
    MCGRAW HILL FINANCIAL INC 2013-01 PURCHASE 2013-11   2,843 2,307     536  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-10 PURCHASE 2013-11   1,303 1,303        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-10 PURCHASE 2013-11   3,573 3,573        
    RIVERBED TECHNOLOGY 2013-02 PURCHASE 2013-11   4,118 4,599     -481  
    XYLEM INC-W/I 2013-02 PURCHASE 2013-11   5,058 4,153     905  
    RIVERBED TECHNOLOGY 2013-07 PURCHASE 2013-11   2,602 2,505     97  
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-07 PURCHASE 2013-11   9,127 9,127        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-10 PURCHASE 2013-11   1,389 1,389        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-10 PURCHASE 2013-11   14,681 14,681        
    MICROS SYSTEMS INC 2013-03 PURCHASE 2013-11   10,196 8,014     2,182  
    ALCOA INC COM 2013-01 PURCHASE 2013-11   3,590 3,597     -7  
    GENERAL ELECTRIC CORP 2013-10 PURCHASE 2013-11   1,890 1,691     199  
    LIN MEDIA LLC 2013-10 PURCHASE 2013-11   1,296 1,100     196  
    MSCI INC 2013-01 PURCHASE 2013-11   1,321 1,017     304  
    NEXSTAR BROADCASTING GROUP INC CL A 2013-09 PURCHASE 2013-11   485 418     67  
    PEABODY ENERGY CORP 2013-05 PURCHASE 2013-11   734 800     -66  
    REALOGY HOLDINGS 2013-10 PURCHASE 2013-11   932 824     108  
    SINCLAIR BROADCAST GROUP INC CL A 2013-09 PURCHASE 2013-11   649 587     62  
    SKYWORKS SOLUTIONS INC 2013-06 PURCHASE 2013-11   1,587 1,344     243  
    STARZ 2013-02 PURCHASE 2013-11   1,925 1,324     601  
    TELEFLEX INC 2013-08 PURCHASE 2013-11   973 760     213  
    TRIBUNE COMPANY 2013-10 PURCHASE 2013-11   1,429 1,252     177  
    FIRSTMERIT PRIVATEBANK CASH ACCOUNT 2013-10 PURCHASE 2013-12   4,219 4,219        
    MYRIAD GENETICS INC 2013-05 PURCHASE 2013-12   2,035 2,590     -555  
    FIRSTMERIT PRIVATEBANK CASH ACCOUNT 2013-10 PURCHASE 2013-12   3,613 3,613        
    PALO ALTO NETWORKS 2013-09 PURCHASE 2013-12   3,640 3,220     420  
    FIRSTMERIT PRIVATEBANK CASH ACCOUNT 2013-09 PURCHASE 2013-12   3,418 3,418        
    FIRSTMERIT PRIVATEBANK CASH ACCOUNT 2013-09 PURCHASE 2013-12   6,854 6,854        
    APPLE INC 2013-07 PURCHASE 2013-12   5,447 4,213     1,234  
    FIRSTMERIT PRIVATEBANK CASH ACCOUNT 2013-11 PURCHASE 2013-12   1,023 1,023        
    FIRSTMERIT PRIVATEBANK CASH ACCOUNT 2013-11 PURCHASE 2013-12   2,303 2,303        
    US AIRWAYS GROUP 2013-11 PURCHASE 2013-01   6,066 5,509     557  
    MONSANTO CO NEW 2013-11 PURCHASE 2013-01   8,860 5,667     3,193  
    SOUTHWEST AIRLINES CO 2013-11 PURCHASE 2013-01   6,031 5,297     734  
    NORFOLK SOUTHN CORP 2010-07 PURCHASE 2013-01   4,613 3,653     960  
    AMAZON.COM INC 2012-01 PURCHASE 2013-02   2,658 1,871     787  
    AUTODESK INC 2009-08 PURCHASE 2013-02   2,710 1,670     1,040  
    AMPHENOL CORP 2010-09 PURCHASE 2013-03   7,191 4,416     2,775  
    SOUTHWEST AIRLINES CO 2009-02 PURCHASE 2013-03   3,015 1,844     1,171  
    AMC NETWORKS-A 2011-07 PURCHASE 2013-03   16,100 10,346     5,754  
    AMC NETWORKS-A 2011-07 PURCHASE 2013-03   2,385 1,480     905  
    AMC NETWORKS-A 2012-01 PURCHASE 2013-03   1,193 834     359  
    DISCOVER FINL SVCS 2011-05 PURCHASE 2013-04   14,483 8,552     5,931  
    CARNIVAL CORP 2001-10 PURCHASE 2013-04   1,331 904     427  
    CARNIVAL CORP 2001-10 PURCHASE 2013-04   3,328 2,005     1,323  
    CARNIVAL CORP 2009-01 PURCHASE 2013-04   6,989 3,914     3,075  
    SOUTHWEST AIRLINES CO 2009-02 PURCHASE 2013-04   1,580 885     695  
    SOUTHWEST AIRLINES CO 2009-03 PURCHASE 2013-04   1,843 811     1,032  
    MONDELEZ INTERNATIONAL INC 2011-01 PURCHASE 2013-05   633 411     222  
    BECTON DICKINSON 2008-10 PURCHASE 2013-05   2,828 2,325     503  
    BECTON DICKINSON 2010-04 PURCHASE 2013-05   3,771 3,108     663  
    US AIRWAYS GROUP 2011-08 PURCHASE 2013-05   5,802 1,979     3,823  
    AMERICAN EXPRESS CO 2008-12 PURCHASE 2013-05   2,807 820     1,987  
    AMERICAN EXPRESS CO 2009-02 PURCHASE 2013-05   7,719 1,761     5,958  
    ALERE INC 2010-04 PURCHASE 2013-05   7,229 9,660     -2,431  
    WATERS CORP 2011-09 PURCHASE 2013-05   7,784 6,077     1,707  
    GOOGLE INC - CL A 2008-08 PURCHASE 2013-05   9,090 4,717     4,373  
    SOUTHWEST AIRLINES CO 2009-03 PURCHASE 2013-05   5,167 1,814     3,353  
    SOUTHWEST AIRLINES CO 2009-03 PURCHASE 2013-05   6,602 2,666     3,936  
    BECTON DICKINSON 2008-10 PURCHASE 2013-05   1,991 1,550     441  
    BJ'S RESTAURANTS 2012-04 PURCHASE 2013-05   748 939     -191  
    CORPORATE OFFICE PROPERTIES TR REIT 2011-11 PURCHASE 2013-05   565 487     78  
    D R HORTON INC 2011-11 PURCHASE 2013-05   771 337     434  
    DIRECTV 2011-11 PURCHASE 2013-05   1,892 1,404     488  
    DUPONT FABROS TECHNOLOGY INC REIT 2011-11 PURCHASE 2013-05   510 472     38  
    ELECTRONIC ARTS INC 2012-01 PURCHASE 2013-05   8,072 6,660     1,412  
    ELECTRONIC ARTS INC 2012-01 PURCHASE 2013-05   673 561     112  
    EOG RES INC 2012-05 PURCHASE 2013-05   1,291 1,052     239  
    LENNAR CORP-CL A 2011-11 PURCHASE 2013-05   854 339     515  
    MYRIAD GENETICS INC 2012-04 PURCHASE 2013-05   956 713     243  
    NEWS CORP INC-A 2011-06 PURCHASE 2013-05   2,942 1,463     1,479  
    SPIRIT AIRLINES 2012-04 PURCHASE 2013-05   2,051 1,680     371  
    SPIRIT AIRLINES 2012-05 PURCHASE 2013-05   1,465 1,126     339  
    TIME WARNER INC 2010-03 PURCHASE 2013-05   4,758 2,434     2,324  
    TOLL BROS INC 2011-11 PURCHASE 2013-05   369 195     174  
    MONSANTO CO NEW 2010-05 PURCHASE 2013-06   3,049 1,706     1,343  
    MONSANTO CO NEW 2010-06 PURCHASE 2013-06   4,065 2,027     2,038  
    AIR PRODUCTS & CHEMICALS INC 2012-06 PURCHASE 2013-06   7,713 6,219     1,494  
    CHESAPEAKE ENERGY CORP 2012-04 PURCHASE 2013-07   4,619 3,881     738  
    NEWS CORP/NEW CL A 2011-06 PURCHASE 2013-07   8 4     4  
    NEWS CORP/NEW CL A 2011-06 PURCHASE 2013-07   1,095 536     559  
    AUTODESK INC 2009-01 PURCHASE 2013-08   6,341 2,901     3,440  
    AUTODESK INC 2009-08 PURCHASE 2013-08   2,466 1,670     796  
    MONDELEZ INTERNATIONAL INC 2010-10 PURCHASE 2013-08   5,565 3,646     1,919  
    MONDELEZ INTERNATIONAL INC 2011-01 PURCHASE 2013-08   4,019 2,674     1,345  
    ALERE INC 2008-09 PURCHASE 2013-08   317 321     -4  
    ALERE INC 2011-06 PURCHASE 2013-08   4,757 5,231     -474  
    EOG RES INC 2012-05 PURCHASE 2013-08   1,548 1,052     496  
    HESS CORPORATION 2009-09 PURCHASE 2013-08   5,972 4,453     1,519  
    JUNIPER NETWORKS INC 2012-02 PURCHASE 2013-08   7,165 8,030     -865  
    LINKEDIN CORP-A 2012-07 PURCHASE 2013-08   2,335 1,049     1,286  
    PALL CORP 2009-10 PURCHASE 2013-08   6,364 2,855     3,509  
    PALL CORP 2012-05 PURCHASE 2013-08   3,536 2,898     638  
    VOLCANO CORP 2011-07 PURCHASE 2013-08   2,619 3,674     -1,055  
    ELECTRONIC ARTS INC 2012-01 PURCHASE 2013-09   3,504 2,405     1,099  
    DISNEY WALT CO NEW 2008-11 PURCHASE 2013-09   1,314 441     873  
    JOY GLOBAL INC 2012-05 PURCHASE 2013-09   7,364 9,095     -1,731  
    RIVERBED TECHNOLOGY 2012-02 PURCHASE 2013-10   589 1,121     -532  
    RIVERBED TECHNOLOGY 2012-03 PURCHASE 2013-10   3,386 6,305     -2,919  
    RIVERBED TECHNOLOGY 2012-04 PURCHASE 2013-10   1,325 1,849     -524  
    HESS CORPORATION 2009-07 PURCHASE 2013-10   4,000 2,645     1,355  
    HESS CORPORATION 2009-09 PURCHASE 2013-10   5,601 3,896     1,705  
    HESS CORPORATION 2012-05 PURCHASE 2013-10   1,600 904     696  
    AMAZON.COM INC 2012-01 PURCHASE 2013-10   3,290 1,871     1,419  
    CERNER CORP 2008-02 PURCHASE 2013-10   5,765 1,157     4,608  
    CERNER CORP 2008-11 PURCHASE 2013-10   1,153 182     971  
    GOOGLE INC - CL A 2010-06 PURCHASE 2013-10   10,153 4,579     5,574  
    RIVERBED TECHNOLOGY 2012-04 PURCHASE 2013-11   3,235 4,520     -1,285  
    RIVERBED TECHNOLOGY 2012-05 PURCHASE 2013-11   1,618 1,745     -127  
    RIVERBED TECHNOLOGY 2012-05 PURCHASE 2013-11   2,602 2,697     -95  
    WEATHERFORD INTNTL LTD 2003-10 PURCHASE 2013-11   161 90     71  
    WEATHERFORD INTNTL LTD 2009-01 PURCHASE 2013-11   4,340 3,758     582  
    WEATHERFORD INTNTL LTD 2011-03 PURCHASE 2013-11   3,697 4,900     -1,203  
    WEATHERFORD INTNTL LTD 2012-03 PURCHASE 2013-11   3,375 3,589     -214  
    SPIRIT AIRLINES 2012-06 PURCHASE 2013-11   4,457 1,803     2,654  
    SPIRIT AIRLINES 2012-08 PURCHASE 2013-11   2,674 1,236     1,438  
    APACHE CORP 2012-04 PURCHASE 2013-11   1,887 1,893     -6  
    BAKER HUGHES INC 2011-11 PURCHASE 2013-11   1,154 1,061     93  
    BAKER HUGHES INC 2012-01 PURCHASE 2013-11   2,885 2,339     546  
    DISNEY WALT CO NEW 2008-11 PURCHASE 2013-11   1,402 441     961  
    HOMEAWAY INC 2012-04 PURCHASE 2013-11   1,101 708     393  
    JOY GLOBAL INC 2012-05 PURCHASE 2013-11   549 650     -101  
    MONSANTO CO NEW 2010-06 PURCHASE 2013-11   1,134 507     627  
    SPIRIT AIRLINES 2012-06 PURCHASE 2013-11   446 180     266  
    TIME WARNER INC 2010-03 PURCHASE 2013-11   1,336 608     728  
    UNIVERSAL HEALTH SVCS INC 2012-09 PURCHASE 2013-11   797 458     339  
    VERIFONE SYSTEMS, INC 2012-10 PURCHASE 2013-11   1,015 1,221     -206  
    DISNEY WALT CO NEW 2008-11 PURCHASE 2013-12   7,126 2,205     4,921  
    MYRIAD GENETICS INC 2012-04 PURCHASE 2013-12   7,378 6,893     485  
    FEDERATED INV PRIME OBL FD 396 SS 2012-08 PURCHASE 2013-01   199 199        
    FEDERATED INV PRIME OBL FD 396 SS 2012-08 PURCHASE 2013-01   50,266 50,266        
    FEDERATED INV PRIME OBL FD 396 SS 2012-08 PURCHASE 2013-01   21,688 21,688        
    FEDERATED INV PRIME OBL FD 396 SS 2012-08 PURCHASE 2013-01   34,983 34,983        
    FEDERATED INV PRIME OBL FD 396 SS 2012-08 PURCHASE 2013-02   198 198        
    FEDERATED INV PRIME OBL FD 396 SS 2012-08 PURCHASE 2013-02   25,006 25,006        
    FEDERATED INV PRIME OBL FD 396 SS 2012-11 PURCHASE 2013-02   25,039 25,039        
    FEDERATED INV PRIME OBL FD 396 SS 2012-11 PURCHASE 2013-03   10,342 10,342        
    FEDERATED INV PRIME OBL FD 396 SS 2012-11 PURCHASE 2013-04   200 200        
    FEDERATED INV PRIME OBL FD 396 SS 2012-11 PURCHASE 2013-04   77,588 77,588        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-05   201 201        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-06   199 199        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-06   49,917 49,917        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-07   196 196        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-08   197 197        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-08   9,933 9,933        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-09   14,986 14,986        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-10   197 197        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-04 PURCHASE 2013-10   15,034 15,034        
    FIRSTMERIT WEALTH MGMT CASH ACCOUNT 2013-08 PURCHASE 2013-11   199 199        
    U.S. TREASURY NOTES 1.375% 3/15/13 2010-03 PURCHASE 2013-03   50,000 49,891     109  
    U.S. TREASURY NOTES 4.250% 8/15/13 2007-06 PURCHASE 2013-08   25,000 25,000        
    ADJUST 2013-12 PURCHASE 2013-12   16       16  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    TUSCORA PARK HEALTH & WELLNESS
    FOUNDATION
    EIN: 34-1193807
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED 354,652 354,652

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    TUSCORA PARK HEALTH & WELLNESS
    FOUNDATION
    EIN: 34-1193807
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED 3,336,411 3,336,411
    SEE ATTACHED 427,905 427,905

    TY 2013 OtherExpensesSchedule
    Name:
    TUSCORA PARK HEALTH & WELLNESS
    FOUNDATION
    EIN: 34-1193807
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INSURANCE 2,615 2,615    
    BANK AND CREDIT CARD FEES 36 36    
    PROMOTION 1,367 1,367    


    TY 2013 OtherIncreasesSchedule
    Name:
    TUSCORA PARK HEALTH & WELLNESS
    FOUNDATION
    EIN: 34-1193807
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 494,112


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    TUSCORA PARK HEALTH & WELLNESS
    FOUNDATION
    EIN: 34-1193807
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT AND CUSTODIAL FEES 19,658 19,658    
    MANAGEMENT FEES 32,613 32,613    


    TY 2013 TaxesSchedule
    Name:
    TUSCORA PARK HEALTH & WELLNESS
    FOUNDATION
    EIN: 34-1193807
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORM 990 200      
    STATE OF OHIO   200