Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THIRD FEDERAL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)7007 BROADWAY AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEVELAND, OH441051441
A Employer identification number

20-8467212
B Telephone number (see instructions)

(216) 429-5412
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$36,036,792J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 663 663  
4 Dividends and interest from securities... 1,998,747 1,998,747  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 917,533
b Gross sales price for all assets on line 6a 8,058,666
7 Capital gain net income (from Part IV, line 2)... 917,533
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........ 2,916,943 2,916,943  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 299,316 0   299,316
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 46,365 0   46,365
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,739 0   4,739
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
114,545 26,935   87,610
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
41,381 3,202   14,679
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,524 0   3,524
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
78,296 0   6,505
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 588,166 30,137   462,738
25 Contributions, gifts, grants paid....... 4,680,421 4,680,421
26 Total expenses and disbursements. Add lines 24 and 25 5,268,587 30,137   5,143,159
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,351,644
b Net investment income (if negative, enter -0-) 2,886,806
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............   3,182,849 3,182,849
2 Savings and temporary cash investments......... 511,755 6,625 6,625
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 14,716,339 Click to see attachment
List of Attached Documents:
// Content
11,421,340 		16,777,948
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 16,042,771 Click to see attachment
List of Attached Documents:
// Content
14,307,088 		15,958,586
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
92,254 		Click to see attachment
List of Attached Documents:
// Content
110,784 		Click to see attachment
List of Attached Documents:
// Content
110,784
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 31,363,119 29,028,686 36,036,792
Liabilities 17 Accounts payable and accrued expenses.......... 347  
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 347 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 31,362,772 29,028,686
29 Total net assets or fund balances (see instructions)..... 31,362,772 29,028,686
30 Total liabilities and net assets/fund balances (see instructions). 31,363,119 29,028,686
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
31,362,772
2
Enter amount from Part I, line 27a .....................
2
-2,351,644
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
18,530
4
Add lines 1, 2, and 3 ..........................
4
29,029,658
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
972
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
29,028,686
Form 990-PF (2023)
Form 990-PF (2023)
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 FIDELITY - 3119 P   2023-12-31
b FIDELITY - 3119 P   2023-12-31
c FIDELITY - 0591 P   2023-12-31
d WASH SALES P   2023-12-31
e COST BASIS ADJUSTMENT P    
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 1,174,952   1,119,859 55,093
b 2,484,857   2,501,488 -16,631
c 4,301,027   3,444,999 856,028
d 11,063     11,063
e     74,787 -74,787
86,767     86,767
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       55,093
b       -16,631
c       856,028
d       11,063
e       -74,787
      86,767
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 2 917,533
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 40,127
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 40,127
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 40,127
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 27,970
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 46,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 73,970
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 33,843
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow33,843 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 addressright arrowWWW.GUIDESTAR.COM
14
The books are in care ofright arrowEMILY THOME PRESIDENT Telephone no.right arrow (216) 641-7270

Located atright arrow7007 BROADWAY AVENUECLEVELANDOH ZIP+4right arrow44105
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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 instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MARC A STEFANSKI CHAIRMAN & DIRECTOR
5.00 		0 0 0
7007 BROADWAY AVENUE
CLEVELAND,OH44105
EMILY THOME PRESIDENT
40.00 		299,316 46,365 56
7007 BROADWAY AVENUE
CLEVELAND,OH44105
DANIEL WEIR DIRECTOR
5.00 		0 0 0
7007 BROADWAY AVENUE
CLEVELAND,OH44105
JOHN MARINO DIRECTOR
5.00 		0 0 0
7007 BROADWAY AVENUE
CLEVELAND,OH44105
ROBERT A FIALA DIRECTOR
5.00 		0 0 0
7007 BROADWAY AVENUE
CLEVELAND,OH44105
TERRI OWENS-JOHNSON DIRECTOR
5.00 		0 0 0
7007 BROADWAY AVENUE
CLEVELAND,OH44105
SARAH GROSSO TREASURER
5.00 		0 0 0
7007 BROADWAY AVENUE
CLEVELAND,OH44105
KITTY DANCKERS SECRETARY
5.00 		0 0 0
7007 BROADWAY AVENUE
CLEVELAND,OH44105
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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
KURT KARAKUL CONSULTING 75,000
2482 GUILFORD RD
CLEVELAND HEIGHTS,OH44118
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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  
Part VIII-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 instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
32,877,528
b
Average of monthly cash balances.......................
1b
856,088
c
Fair market value of all other assets (see instructions)................
1c
115,233
d
Total (add lines 1a, b, and c).........................
1d
33,848,849
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
33,848,849
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
507,733
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
33,341,116
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,667,056
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,667,056
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
40,127
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
40,127
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,626,929
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,626,929
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 XII, line 1 ...
7
1,626,929
Part XI
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
5,143,159
b
Program-related investments—total from Part VIII-B..................
1b
0
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 XII, line 4. .......
4
5,143,159
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,626,929
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 2,593,123
b From 2019...... 2,289,481
c From 2020...... 2,580,029
d From 2021...... 3,306,684
e From 2022...... 3,746,543
f Total of lines 3a through e ........ 14,515,860
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,143,159
a Applied to 2022, 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 2023 distributable amount..... 1,626,929
e Remaining amount distributed out of corpus 3,516,230
5 Excess distributions carryover applied to 2023. 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 18,032,090
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		2,593,123
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		15,438,967
10 Analysis of line 9:
a Excess from 2019.... 2,289,481
b Excess from 2020.... 2,580,029
c Excess from 2021.... 3,306,684
d Excess from 2022.... 3,746,543
e Excess from 2023.... 3,516,230
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THIRD FEDERAL FOUNDATION CO EMILY T
7007 BROADWAY AVENUE
CLEVELAND,OH441051441
(216) 641-7270
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE SUBMITTED IN WRITTEN FORM AND INCLUDE INFORMATION CONCERNING THE NATURE OF THE REQUEST, THE CHARITABLE OR EDUCATIONAL PURPOSE FOR WHICH THE GRANT WILL BE UTILIZED, AND INFORMATIN CONCERNING THE REQUESTING ORGANIZATION'S CHARITABLE AND/OR EDUCATIONAL PROGRAMS.
cAny submission deadlines:
THERE ARE NO SUBMISSION DEADLINES. THE FOUNDATION WILL EVALUATE REQUESTS IN A TIMELY MANNER.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE RESTRICTED TO ORGANIZATIONS OPERATING CHARITABLE AND EDUCATIONAL PROGRAMS THAT QUALIFY AS SECTION 501(C)(3) ORGANIZATIONS. THE FOUNDATION GENERALLY WILL PROVIDE GRANTS WITH RESPECT TO COMMUNITY DEVELOPMENT, AND THE FOUNDATION SUPPORTS VARIOUS PROGRAMS FOR THE REDEVELOPMENT OF ECONOMICALLY DEPRESSED AREAS AND NEIGHBORHOODS, INCLUDING THE AREA NEAR THE OFFICES OF THIRD FEDERAL. THE SECOND SUCH AREA OF EMPHASIS IS EDUCATION WHERE THE FOUNDATION SUPPORTS VARIOUS INITIATIVES AT THE PRIMARY, SECONDARY AND POST SECONDARY LEVELS WHICH RAISE THE ASPRIATIONS OF STUDENTS IN THE COMMUNITY AND PROGRAMS THAT ENHANCE KNOWLEDGE IN SPECIFIC AREAS SUCH AS ECONOMICS, COMMUNICATIONS, BUSINESS, AND PUBLIC SPEAKING AS WELL AS INITIATIVES THAT ENHANCE THE DISSEMINATION OF INFORMATION NECESSARY TO SUPPORT EDUCATION.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ABE BROWN MINISTRIES

2921 N 29TH ST
TAMPA,FL33605 		NONE 501(C)(3) CHARITABLE PURPOSE 2,500

AMERICA SCORES CLEVELAND

1422 EUCLID AVENUE STE 708
CLEVELAND,OH44115 		NONE 501(C)(3) CHARITABLE PURPOSE 85,000

ANOTHER CHANCE OF OHIO

2974 E 65TH ST
CLEVELAND,OH44127 		NONE 501(C)(3) CHARITABLE PURPOSE 50,000

ARTS IMPACT MIDDLE SCHOOL

3311 PERKINS AVE 300
CLEVELAND,OH44114 		NONE 501(C)(3) CHARITABLE PURPOSE 30,000

BESSIE'S ANGELS

17017 MILES RD
CLEVELAND,OH44128 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

BLESSING HOUSE

5440 GROVE AVE
LORAIN,OH440553601 		NONE 501(C)(3) CHARITABLE PURPOSE 500

BOYS AND GIRLS CLUB OF CLEVELAND

6114 BROADWAY AVENUE
CLEVELAND,OH44127 		NONE 501(C)(3) CHARITABLE PURPOSE 200,000

BOYS AND GIRLS CLUBS OF COLLIER COUNTY

7500 DAVIS BLVD
NAPLES,FL34104 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

BOYS AND GIRLS CLUBS OF SARASOTA COUNTY

3130 FRUITVILLE RD
SARASOTA,FL34237 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

BOYS HOPE GIRLS HOPE

9619 GARFIELD BLVD
CLEVELAND,OH44125 		NONE 501(C)(3) CHARITABLE PURPOSE 25,000

BROADWAY SCHOOL OF MUSIC & THE ARTS

5415 BROADWAY AVE
CLEVELAND,OH44127 		NONE 501(C)(3) CHARITABLE PURPOSE 20,000

CELEBRATE THE ARTS PERFORMANCE ACADEMY

1853 ALVASON RD E
CLEVELAND,OH441124730 		NONE 501(C)(3) CHARITABLE PURPOSE 15,000

CENTER FOR ARTS INSPIRED LEARNING

13110 SHAKER SQUARE STE C203
CLEVELAND,OH44120 		NONE 501(C)(3) CHARITABLE PURPOSE 15,000

CHN HOUSING PARTNERS

2999 PAYNE AVENUE STE 306
CLEVELAND,OH44114 		NONE 501(C)(3) CHARITABLE PURPOSE 75,000

CITY CLUB OF CLEVELAND

850 EUCLID AVE 2ND FLOOR
CLEVELAND,OH44114 		NONE 501(C)(3) CHARITABLE PURPOSE 921

CITY MUSIC CLEVELAND

PO BOX 1930
CLEVELAND,OH44106 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

CITY YEAR CLEVELAND

820 PROSPECT AVE 2ND FLOOR
CLEVELAND,OH44115 		NONE 501(C)(3) CHARITABLE PURPOSE 115,000

CLEVELAND ARTS PRIZE

PO BOX 21126
CLEVELAND,OH441210126 		NONE 501(C)(3) CHARITABLE PURPOSE 1,500

CLEVELAND CENTRAL CATHOLIC HIGH SCHOOL

6550 BAXTER AVENUE
CLEVELAND,OH44105 		NONE 501(C)(3) CHARITABLE PURPOSE 300,000

CLEVELAND CLINIC PHILANTHROPY

925 EUCLID AVE
CLEVELAND,OH44115 		NONE 501(C)(3) CHARITABLE PURPOSE 11,000

CLEVELAND INTERNATIONAL FILM FESTIVAL

2510 MARKET AVENUE
CLEVELAND,OH44113 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

CLEVELAND LEADERSHIP CENTER

ONE CLEVELAND CENTRE 1375 EAST
NINTH ST
CLEVELAND,OH44114 		NONE 501(C)(3) CHARITABLE PURPOSE 5,000

CLEVELAND MUSUEM NATURAL HISTORY

1 WADE OVAL DR
CLEVELAND,OH44106 		NONE 501(C)(3) CHARITABLE PURPOSE 15,000

CLEVELAND NEIGHBORHOOD PROGRESS

11327 SHAKER BLVD 500W
CLEVELAND,OH44104 		NONE 501(C)(3) CHARITABLE PURPOSE 100,000

CLEVELAND ORCHESTRA

11001 EUCLID AVE
CLEVELAND,OH44106 		NONE 501(C)(3) CHARITABLE PURPOSE 15,000

CLEVELAND RAPE CRISIS CENTER

2937 WEST 25TH ST 2ND FLOOR
CLEVELAND,OH441135303 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

COLLEGE NOW GREATER CLEVELAND

230 W HURON RD
CLEVELAND,OH44113 		NONE 501(C)(3) CHARITABLE PURPOSE 110,000

COMMUNITY OF FAITH ASSEMBLY

5949 ENGEL AVE
CLEVELAND,OH441271726 		NONE 501(C)(3) CHARITABLE PURPOSE 30,000

CUYAHOGA COMMUNITY COLLEGE FOUNDATION

700 CARNEGIE AVE
CLEVELAND,OH441152833 		NONE 501(C)(3) CHARITABLE PURPOSE 50,000

DARL CENTER FOR THE ARTS INC

5437 BROADWAY AVE
CLEVELAND,OH441271508 		NONE 501(C)(3) CHARITABLE PURPOSE 5,000

DEBTHELPERCOM

1325 N CONGRESS AVE 201
WEST PALM BEACH,FL33401 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

EAST AKRON NEIGHBORHOOD DEVELOPMENT CORPORATION

550 S ARLINGTON ST
AKRON,OH44306 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

EL CENTRO DE SERVICIOS SOCIALES INC

2800 PEARL AVE
LORAIN,OH44055 		NONE 501(C)(3) CHARITABLE PURPOSE 25,000

ELIZABETH BAPTIST CHURCH

6114 FRANCIS AVE
CLEVELAND,OH441271339 		NONE 501(C)(3) CHARITABLE PURPOSE 25,000

EMPOWERING AND STRENGTHENING OHIO'S PEOPLE

11890 FAIRHILL RD
CLEVELAND,OH441201053 		NONE 501(C)(3) CHARITABLE PURPOSE 50,000

ENTERPRISE COMMUNITY PARTNERS

1360 E NINTH ST STE 510
CLEVELAND,OH44114 		NONE 501(C)(3) CHARITABLE PURPOSE 50,000

ESPERANZA INC

3104 W 25TH ST 4TH FLOOR
CLEVELAND,OH44109 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

FAITH AND ACTION FOR STRENGTH TOGETHER

PO BOX 10421
ST PETERSBURG,FL33733 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

FAMILY CONNECTIONS

19824 SUSSEX RD
SHAKER HTS,OH44122 		NONE 501(C)(3) CHARITABLE PURPOSE 85,000

FIRST TEE OF CLEVELAND

3841 WASHINGTON PARK BLVD
NEWBURGH HEIGHTS,OH441053178 		NONE 501(C)(3) CHARITABLE PURPOSE 100,000

FLORIDA COMMUNITY LOAN FUND

800 N MAGNOLIA AVE STE 106
ORLANDO,FL32803 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

FOUNTAIN OF GRACE OUTREACH MINITRIES

5949 ENGEL STREET
EAST CLEVELAND,OH44127 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

FUND FOR OUR ECONOMIC FUTURE

1360 EAST NINTH STREET STE 210
CLEVELAND,OH44114 		NONE 501(C)(3) CHARITABLE PURPOSE 50,000

GILMOUR ACADEMY

43001 CEDAR RD
GATES MILLS,OH44040 		NONE 501(C)(3) CHARITABLE PURPOSE 110,000

GIRLS ON THE RUN NORTHEAST OHIO

8929 BRECKSVILLE RD
BRECKSVILLE,OH44141 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

GLOBAL CLEVELAND

1422 EUCLID AVE STE 1652
CLEVELAND,OH441152068 		NONE 501(C)(3) CHARITABLE PURPOSE 25,000

GLORIA POINTER TEEN MOVEMENT

1366 E 114TH ST
CLEVELAND,OH44106 		NONE 501(C)(3) CHARITABLE PURPOSE 5,000

GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA

5100 TICE ST
FORT MYERS,FL33905 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

GREATER CLEVELAND CONGREGATIONS

6114 FRANCIS AVE
CLEVELAND,OH441271339 		NONE 501(C)(3) CHARITABLE PURPOSE 15,000

GREATER CLEVELAND HABITAT FOR HUMANITY

2110 W 110TH ST STE 2
CLEVELAND,OH44102 		NONE 501(C)(3) CHARITABLE PURPOSE 20,000

HARMONY HOUSE

766 E EXCHANGE ST
AKRON,OH44306 		NONE 501(C)(3) CHARITABLE PURPOSE 25,000

HFLA OF NORTHEAST OHIO

23300 CHAGRIN BLVD STE 204
BEACHWOOD,OH44122 		NONE 501(C)(3) CHARITABLE PURPOSE 25,000

HILLSBOROUGH ORGANIZATION FOR PROGRESS & EQUALITY

5103 N CENTRAL AVE
TAMPA,FL33603 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

HISPANIC UNITY OF FLA

5840 JOHNSON ST
HOLLYWOOD,FL33021 		NONE 501(C)(3) CHARITABLE PURPOSE 65,000

HOPEWELL

9637 STATE ROUTE 534
MIDDLEFIELD,OH44062 		NONE 501(C)(3) CHARITABLE PURPOSE 6,000

HOUSING AND EDUCATION ALLIANCE INC

9215 N FLORIDA AVE STE 104
TAMPA,FL336127938 		NONE 501(C)(3) CHARITABLE PURPOSE 50,000

HOUSING FOUNDATION OF AMERICA

2400 N UNIVERSITY DR
PEMBROKE PRINES,FL33024 		NONE 501(C)(3) CHARITABLE PURPOSE 75,000

HUNTINGTON DISEASE SOCIETY OF AMERICA

1350 EUCLID AVE STE 1400
CLEVELAND,OH441151830 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

JENNINGS CENTER FOR OLDER ADULTS

10204 GRANGER ROAD
GARFIELD HEIGHTS,OH44125 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

JONES ROAD DEVELOPMENT CORP

8000 JONES ROAD
CLEVELAND,OH44105 		NONE 501(C)(3) CHARITABLE PURPOSE 30,000

KEVIN WILLIAMS MEMORIAL FOUNDATION

PO BOX 1118
SHOREHAM,NY11786 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

LEGAL AID SOCIETY OF CLEVELAND

1223 WEST SIXTH AVENUE
CLEVELAND,OH44113 		NONE 501(C)(3) CHARITABLE PURPOSE 50,000

LEGALWORKS

2800 EUCLID AVE STE 524
CLEVELAND,OH441152418 		NONE 501(C)(3) CHARITABLE PURPOSE 20,000

LUTHERAN METROPOLITAN MINISTRY

4515 SUPERIOR AVE
CLEVELAND,OH44103 		NONE 501(C)(3) CHARITABLE PURPOSE 50,000

METRO CATHOLIC SCHOOL

3555 W 54TH STREET
CLEVELAND,OH44102 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

MIDNIGHT FIRE MINITRIES INC

305 KENRIDGE RD
FAIRLAWN,OH443333431 		NONE 501(C)(3) CHARITABLE PURPOSE 15,000

MOTOGO

5401 HAMILTON AVE
CLEVELAND,OH44114 		NONE 501(C)(3) CHARITABLE PURPOSE 30,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVE 3RD FLOOR
NEW YORK,NY10017 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

NATURE CENTER AT SHAKER LAKES

2600 S PARK BLVD
CLEVELAND,OH44120 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

NEIGHBORHOOD HOME SOLUTIONS

1600 DR MARTIN LUTHER KING DRIVE
ST PETERSBURG,FL33701 		NONE 501(C)(3) CHARITABLE PURPOSE 100,000

NEIGHBORHOOD PETS

3711 E 65TH ST
CLEVELAND,OH441051219 		NONE 501(C)(3) CHARITABLE PURPOSE 5,000

NEIGHBORHOOD RENAISSANCE INC

510-24 STREET
WEST PALM BEACH,FL33407 		NONE 501(C)(3) CHARITABLE PURPOSE 175,000

NEW DIRECTIONS INC

30800 CHAGRIN BLVD
PEPPER PIKE,OH44124 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

OPEN DOOR ACADEMY

3311 PERKINS AVE 200
CLEVELAND,OH44114 		NONE 501(C)(3) CHARITABLE PURPOSE 50,000

OPEN M FOUNDATION

941 PRINCETON ST
AKRON,OH44311 		NONE 501(C)(3) CHARITABLE PURPOSE 20,000

PARTNERSHIP FOR SAFER CLEVELAND

614 W SUPERIOR AVE STE 852
CLEVELAND,OH44113 		NONE 501(C)(3) CHARITABLE PURPOSE 25,000

PREGNANT WITH POSSIBILITIES

PO BOX 46168
BEDFORD,OH441460168 		NONE 501(C)(3) CHARITABLE PURPOSE 35,000

REAL ESTATE EDUCATION AND COMMUNITY HOUSING INC

8409 N MILITARY TRL STE 110
WEST PALM BEACH,FL334106321 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

RHONDAS KISS

7007 BROADWAY AVE
CLEVELAND,OH441051441 		NONE 501(C)(3) CHARITABLE PURPOSE 50,000

RID-ALL GREEN PARTNERSHIP

8129 OTTER RD
CLEVELAND,OH44104 		NONE 501(C)(3) CHARITABLE PURPOSE 15,000

SAY YES TO EDUCATION

325 SUPERIOR AVE RM 38
CLEVELAND,OH44114 		NONE 501(C)(3) CHARITABLE PURPOSE 200,000

SEEDS OF LITERACY

3104 W 25TH STREET 3RD FLOOR
CLEVELAND,OH44109 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

SHAKER SCHOOLS FOUNDATION

15600 PARKLAND DR
SHAKER HTS,OH441202529 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

SLAVIC VILLAGE DEVELOPMENT

5620 BROADWAY AVE SUITE 200
CLEVELAND,OH44127 		NONE 501(C)(3) CHARITABLE PURPOSE 75,000

SMART DEVELOPMENT INC

1192 E 40TH ST
CLEVELAND,OH44114 		NONE 501(C)(3) CHARITABLE PURPOSE 50,000

SOKOL GREATER CLEVELAND

4939 BROADWAY AVE
CLEVELAND,OH44127 		NONE 501(C)(3) CHARITABLE PURPOSE 15,000

SOUTHEAST CLEVELAND RESOURCE CENTER

5211 FLEET AVE
CLEVELAND,OH44105 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

SPANISH AMERICAN COMMITTEE

4407 LORAIN AVE
CLEVELAND,OH44113 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

ST MARTIN DEPORRES

611 LAUSCHE AVE
CLEVELAND,OH44103 		NONE 501(C)(3) CHARITABLE PURPOSE 15,000

ST STANISLAUS CHURCH

3649 E 65TH ST
CLEVELAND,OH44105 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

ST STANISLAUS SCHOOL

6615 FORMAN AVE
CLEVELAND,OH44105 		NONE 501(C)(3) CHARITABLE PURPOSE 25,000

STARTING POINT

6001 EUCLID AVE 200
CLEVELAND,OH44103 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

STELLA MARIS

1320 WASHINGTON AVE
CLEVELAND,OH44113 		NONE 501(C)(3) CHARITABLE PURPOSE 100,000

SUMMER ON THE CUYAHOGA

PO BOX 110662
CLEVELAND,OH44111 		NONE 501(C)(3) CHARITABLE PURPOSE 3,000

TAMPA BAY NEIGHBORHOOD HOUSING SERVICES INC

608 NORTH GARDEN AVE
CLEARWATER,FL33755 		NONE 501(C)(3) CHARITABLE PURPOSE 100,000

THE CLEVELAND FOUNDATION

1422 EUCLID AVENUE STE 1300
CLEVELAND,OH44115 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

THE HAVEN HOME

6114 FRANCIS AVE
CLEVELAND,OH44127 		NONE 501(C)(3) CHARITABLE PURPOSE 60,000

THE LITERACY COOPERATIVE OF GREATER CLEVELAND

1331 EUCLID AVE
CLEVELAND,OH44115 		NONE 501(C)(3) CHARITABLE PURPOSE 125,000

THE REFUGEE RESPONSE

2054 W 47TH ST
CLEVELAND,OH44102 		NONE 501(C)(3) CHARITABLE PURPOSE 25,000

TOWARDS EMPLOYMENT INC

1255 EUCLID AVE 300
CLEVELAND,OH44115 		NONE 501(C)(3) CHARITABLE PURPOSE 25,000

UNION MILES DEVELOPMENT CORP

4127 E 131ST ST
CLEVELAND,OH441055563 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

UNITED WAY - LEE COUNTY

7273 CONCOURSE DRIVE
FORT MYERS,FL33908 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

UNITED WAY OF COLLIER COUNTY

9015 STRADA STELL CT 204
NAPLES,FL34109 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

UNITED WAY OF PALM BEACH COUNTY

477 S ROSEMARY AVE UNIT 230
WEST PALM BEACH,FL33401 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

UNITED WAY SUNCOAST

5201 W KENNEDY BLVD 600
TAMPA,FL33609 		NONE 501(C)(3) CHARITABLE PURPOSE 15,000

UNIVERSITY HOSPITALS

3605 WARRENSVILLE CENTER RD
SHAKER HTS,OH441225203 		NONE 501(C)(3) CHARITABLE PURPOSE 10,000

UNIVERSITY SETTLEMENT

4800 BROADWAY AVE
CLEVELAND,OH44127 		NONE 501(C)(3) CHARITABLE PURPOSE 430,000

URBAN COMMUNITY SCHOOL

4909 LORAIN AVE
CLEVELAND,OH44102 		NONE 501(C)(3) CHARITABLE PURPOSE 15,000

URBAN LEAGUE OF BROWARD COUNTY INC

560 NW 27TH AVE
FT LAUDERDALE,FL333118654 		NONE 501(C)(3) CHARITABLE PURPOSE 35,000

URBAN LEAGUE OF PALM BEACH COUNTY

1700 N AUSTRALIAN AVE
WEST PALM BEACH,FL33407 		NONE 501(C)(3) CHARITABLE PURPOSE 35,000

WESTERN RESERVE LAND CONSERVANCY

3850 CHAGRIN RIVER RD
MORELAND HILLS,OH44022 		NONE 501(C)(3) CHARITABLE PURPOSE 100,000

YOUTH OPPORTUNITIES UNLIMITED

1361 EUCLID AVE
CLEVELAND,OH44115 		NONE 501(C)(3) CHARITABLE PURPOSE 130,000
Total .................................right arrow 3a 4,680,421
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 663  
4 Dividends and interest from securities ....     14 1,998,747  
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 ............ 		    18 917,533  
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 2,916,943 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,916,943
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpStockSchedule
Name:
THIRD FEDERAL FOUNDATION
EIN:
20-8467212
Name of Stock End of Year Book Value End of Year Fair Market Value
THIRD FEDERAL STOCK 11,421,340 16,777,948

TY 2023 InvestmentsOtherSchedule2
Name:
THIRD FEDERAL FOUNDATION
EIN:
20-8467212
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
NATIONAL FINANCIAL SERVICES #656-193119 AT COST 14,307,088 15,958,586

TY 2023 LegalFeesSchedule
Name:
THIRD FEDERAL FOUNDATION
EIN:
20-8467212
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,739 0   4,739


TY 2023 OtherAssetsSchedule
Name:
THIRD FEDERAL FOUNDATION
EIN:
20-8467212
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROTECTIVE LIFE INSURANCE POLICY #6165 92,254 110,784 110,784


TY 2023 OtherDecreasesSchedule
Name:
THIRD FEDERAL FOUNDATION
EIN:
20-8467212
Description Amount
BOOK TO TAX ADJUSTMENT 972


TY 2023 OtherExpensesSchedule
Name:
THIRD FEDERAL FOUNDATION
EIN:
20-8467212
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 125 0   0
SUBSCRIPTIONS 3,315 0   3,315
OFFICE EXPENSES 2,982 0   2,982
OHIO BWC 208 0   208
LIFE INSURANCE PREMIUM PAYMENTS 71,666 0   0


TY 2023 OtherIncreasesSchedule
Name:
THIRD FEDERAL FOUNDATION
EIN:
20-8467212
Description Amount
ADJ TO REPORT BALANCE OF PROTECTIVE LIFE INSURANCE POLICY #6165 18,530


TY 2023 OtherProfessionalFeesSchedule
Name:
THIRD FEDERAL FOUNDATION
EIN:
20-8467212
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISOR FEES 26,935 26,935   0
INDEPENDENT CONTRACTORS 87,610 0   87,610


TY 2023 TaxesSchedule
Name:
THIRD FEDERAL FOUNDATION
EIN:
20-8467212
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 14,479 0   14,479
OHIO CHARITABLE FILING 200 0   200
FOREIGN TAXES PAID 3,202 3,202   0
FEDERAL TAXES 23,500 0   0