THIRD FEDERAL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THIRD FEDERAL FOUNDATION (EIN 20-8467212)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202213159349101701
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T10:30:59-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341597728 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEARSTEAD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 SUPERIOR AVE E STE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208467212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD FEDERAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THIR | BusinessNameControlTxt |
| Phone | 2164295412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7007 BROADWAY AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441051441 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY THOME | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2164295412 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMILY | PersonFirstNm |
| Person Last | THOME | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES T THOMAS | PreparerPersonNm |
| PTIN | P01972128 | PTIN |
| Phone | 2166211090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,794,604 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,187 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $579 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $579 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,177,538 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,177,538 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,439,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,512,418 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,439,398 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,618,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,617,515 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,070,330 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,070,330 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $202,449 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $202,449 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,127 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $29,127 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $39,854 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,854 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $114,488 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,948 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $33,540 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,955 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,955 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,259 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,979 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,509,462 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,802 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,388,380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,458,342 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,458,342 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,967,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,802 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,846,722 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,349,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,573,713 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $813,708 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $467,375 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $467,375 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,297,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,716,339 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,756,585 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,946,092 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,525,812 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,570,644 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,057,359 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,709,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,794,604 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $404 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $404 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $38,057,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,709,122 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,057,359 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,709,122 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,057,359 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,709,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,057,359 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,349,102 | ExcessRevenueOverExpensesAmt |
| Other Increases | $865 | OtherIncreasesAmt |
| Subtotal | $35,709,122 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,709,122 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY 656-193119 | P | 2021-12-31 | $1,738,302 | $1,554,296 | $184,006 | $184,006 |
| FIDELITY 656-193119 | P | 2021-12-31 | $5,355,903 | $4,937,504 | $418,399 | $418,399 |
| FIDELITY 676-020591 | P | 2021-12-31 | $1,225,029 | $581,220 | $643,809 | $643,809 |
| WASH SALES | P | 2021-12-31 | $154 | $154 | $154 | |
| CAPITAL GAINS DIVIDENDS | P | $193,030 | $193,030 | $193,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,439,398 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,675 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,675 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,675 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $82,055 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $82,055 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,380 | OverpaymentAmt |
| Applied To ES Tax | $32,380 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GUIDESTAR.COM | WebsiteAddressTxt |
| Individual With Books | EMILY THOME VICE PRESIDENT | IndividualWithBooksNm |
| Phone | 2166417270 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7007 BROADWAY AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARC A STEFANSKI | ||||||||
| 7007 BROADWAY AVENUE | CLEVELAND | OH | 44105 | CHAIRMAN & DIRECTOR | 5.00 | $0 | $0 | $0 |
| KURT KARAKUL | ||||||||
| 7007 BROADWAY AVENUE | CLEVELAND | OH | 44105 | PRESIDENT & EXECUTIVE DIRECTOR | 40.00 | $801,866 | $150,842 | $589 |
| NANCY COX | ||||||||
| 7007 BROADWAY AVENUE | CLEVELAND | OH | 44105 | SECRETARY | 5.00 | $0 | $0 | $0 |
| ROBERT A FIALA | ||||||||
| 7007 BROADWAY AVENUE | CLEVELAND | OH | 44105 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JOHN MARINO | ||||||||
| 7007 BROADWAY AVENUE | CLEVELAND | OH | 44105 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SARAH GROSSO | ||||||||
| 7007 BROADWAY AVENUE | CLEVELAND | OH | 44105 | TREASURER | 5.00 | $0 | $0 | $0 |
| EMILY THOME | ||||||||
| 7007 BROADWAY AVENUE | CLEVELAND | OH | 44105 | VICE PRESIDENT | 40.00 | $268,464 | $51,607 | $83 |
| LISA HAMILTON | ||||||||
| 7007 BROADWAY AVENUE | CLEVELAND | OH | 44105 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $51,680,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $902,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,583,002 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,583,002 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $788,745 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,794,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,589,713 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,589,713 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,675 | TotalTaxAmt |
| Distributable Before Adj | $2,540,038 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,540,038 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,540,038 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,846,722 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,846,722 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,540,038 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $592,894 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,756,693 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,593,123 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,289,481 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,580,029 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,812,220 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,846,722 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,540,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,306,684 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,118,904 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $592,894 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,526,010 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,756,693 | ExcessFromYear4Amt |
| Excess From Year3 | $2,593,123 | ExcessFromYear3Amt |
| Excess From Year2 | $2,289,481 | ExcessFromYear2Amt |
| Excess From Year1 | $2,580,029 | ExcessFromYear1Amt |
| Excess From Current Year | $3,306,684 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THIRD FEDERAL FOUNDATION CO EMILY T | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7007 BROADWAY AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441051441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166417270 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. THE FOUNDATION WILL EVALUATE REQUESTS IN A TIMELY MANNER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBERT BUSHNELL HART ELEMENTARY | ||||||||
| 3900 E 75TH ST | CLEVELAND | OH | 44105 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| AMERICA SCORES CLEVELAND | ||||||||
| 1422 EUCLID AVENUE STE 708 | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $85,000 | |
| AMERICAN CANCER SOCIETY-PAN OHIO HOPE RIDE | ||||||||
| 10501 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 | |
| ANOTHER CHANCE OF OHIO | ||||||||
| 2974 E 65TH ST | CLEVELAND | OH | 44127 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $50,000 | |
| ARTS IMPACT MIDDLE SCHOOL | ||||||||
| 151 CRESTVIEW RD | COLUMBUS | OH | 432022205 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $30,000 | |
| BLESSING HOUSE | ||||||||
| 5440 GROVE AVE | LORAIN | OH | 440553601 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 | |
| BOYS AND GIRLS CLUB OF CLEVELAND | ||||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $190,000 | |
| BOYS HOPE GIRLS HOPE | ||||||||
| 9619 GARFIELD BLVD | CLEVELAND | OH | 44125 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $25,000 | |
| BROADWAY SCHOOL OF MUSIC & THE ARTS | ||||||||
| 5415 BROADWAY AVE | CLEVELAND | OH | 44127 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $20,000 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| CELEBRATE THE ARTS PERFORMANCE ACADEMY | ||||||||
| 1853 ALVASON RD E | CLEVELAND | OH | 441124730 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| CENTER FOR ARTS INSPIRED LEARNING | ||||||||
| 13110 SHAKER SQUARE STE C203 | CLEVELAND | OH | 44120 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $25,000 | |
| CHAMBERFEST CLEVELAND | ||||||||
| 20620 NORTH PARK BLVD STE 217 | CLEVELAND | OH | 44118 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $3,500 | |
| CHILDREN'S MUSEUM OF CLEVELAND | ||||||||
| 3813 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| CHN HOUSING PARTNERS | ||||||||
| 2999 PAYNE AVENUE STE 306 | CLEVELAND | OH | 44114 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $35,000 | |
| CITY MUSIC CLEVELAND | ||||||||
| PO BOX 1930 | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| CITY YEAR CLEVELAND | ||||||||
| 820 PROSPECT AVE 2ND FLOOR | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $115,000 | |
| CLEARWATER NEIGHBORHOOD HOUSING SERVICES | ||||||||
| 608 N GARDEN AVE | CLEARWATER | FL | 337553826 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $40,000 | |
| CLEVELAND ARTS PRIZE | ||||||||
| PO BOX 21126 | CLEVELAND | OH | 441210126 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| CLEVELAND CENTRAL CATHOLIC HIGH SCHOOL | ||||||||
| 6550 BAXTER AVENUE | CLEVELAND | OH | 44105 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $252,500 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 6801 BRECKSVILLE RD NO RK1-85 | INDEPENDENCE | OH | 441315032 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $11,000 | |
| CLEVELAND FOUNDATION | ||||||||
| 1422 EUCLID AVENUE STE 1300 | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $60,000 | |
| CLEVELAND INSTITUTE OF ART | ||||||||
| 11141 EAST BLVD | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| CLEVELAND INTERNATIONAL FILM FESTIVAL | ||||||||
| 2510 MARKET AVENUE | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| CLEVELAND LEADERSHIP CENTER | ||||||||
| ONE CLEVELAND CENTRE 1375 EAST | CLEVELAND | OH | 44114 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $7,500 | NINTH ST |
| CLEVELAND MUSUEM NATURAL HISTORY | ||||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $25,000 | |
| CLEVELAND RAPE CRISIS CENTER | ||||||||
| 2937 WEST 25TH ST 2ND FLOOR | CLEVELAND | OH | 441135303 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| COLLEGE NOW GREATER CLEVELAND | ||||||||
| 230 W HURON RD | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $30,000 | |
| COMMUNITY OF FAITH ASSEMBLY | ||||||||
| 5949 ENGEL AVE | CLEVELAND | OH | 441271726 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $25,000 | |
| DAILY DOSE OF READING | ||||||||
| 2054 S GREEN RD | SOUTH EUCLID | OH | 441214243 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $15,000 | |
| DEBTHELPERCOM | ||||||||
| 1325 N CONGRESS AVE 201 | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| ENTERPRISE COMMUNITY PARTNERS | ||||||||
| 1360 E NINTH ST STE 510 | CLEVELAND | OH | 44114 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $25,000 | |
| ESPERANZA INC | ||||||||
| 3104 W 25TH ST 4TH FLOOR | CLEVELAND | OH | 44109 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| FAMILY CONNECTIONS | ||||||||
| 19824 SUSSEX RD | SHAKER HTS | OH | 44122 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $77,500 | |
| FIRST TEE OF CLEVELAND | ||||||||
| 3841 WASHINGTON PARK BLVD | NEWBURGH HEIGHTS | OH | 441053178 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $50,000 | |
| FOUNTAIN OF GRACE OUTREACH MINITRIES | ||||||||
| 5949 ENGEL STREET | EAST CLEVELAND | OH | 44127 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| FUND FOR OUR ECONOMIC FUTURE | ||||||||
| 1360 EAST NINTH STREET STE 210 | CLEVELAND | OH | 44114 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $50,000 | |
| GILMOUR ACADEMY | ||||||||
| 43001 CEDAR RD | GATES MILLS | OH | 44040 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $110,000 | |
| GIRLS ON THE RUN NORTHEAST OHIO | ||||||||
| 8929 BRECKSVILLE RD | BRECKSVILLE | OH | 44141 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| GLORIA POINTER TEEN MOVEMENT | ||||||||
| 1366 E 114TH ST | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $5,500 | |
| HEIDELBERG UNIVERSITY | ||||||||
| 310 EAST MARKET STREET | TIFFIN | OH | 44883 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $175,000 | |
| HISPANIC UNITY OF FLA | ||||||||
| 5840 JOHNSON ST | HOLLYWOOD | FL | 33021 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $65,000 | |
| HOUSING AND EDUCATION ALLIANCE INC | ||||||||
| 9215 N FLORIDA AVE STE 104 | TAMPA | FL | 336127938 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $50,000 | |
| HOUSING FOUNDATION OF AMERICA | ||||||||
| 2400 N UNIVERSITY DR | PEMBROKE PRINES | FL | 33024 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $75,000 | |
| HUNTINGTON DISEASE SOCIETY OF AMERICA | ||||||||
| 1350 EUCLID AVE STE 1400 | CLEVELAND | OH | 441151830 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| INSTITUTE FOR NONPROFIT NEWS | ||||||||
| 714 W OLYMPIC BLVD STE 931 | LOS ANGELES | CA | 900151353 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| INTERNATIONAL COMMUNITY COUNCIL - WORLDWIDE INTERCULTURAL NETWORK | ||||||||
| PO BOX 20272 | CLEVELAND | OH | 441200272 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| JENNINGS CENTER FOR OLDER ADULTS | ||||||||
| 10204 GRANGER ROAD | GARFIELD HEIGHTS | OH | 44125 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $60,000 | |
| JONES ROAD DEVELOPMENT CORP | ||||||||
| 8000 JONES ROAD | CLEVELAND | OH | 44105 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $20,000 | |
| KENYON COLLEGE | ||||||||
| WIGGINS ST | GAMBIER | OH | 43022 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| KEVIN WILLIAMS MEMORIAL FOUNDATION | ||||||||
| PO BOX 1118 | SHOREHAM | NY | 11786 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| LEGAL AID SOCIETY OF CLEVELAND | ||||||||
| 1223 WEST SIXTH AVENUE | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $100,000 | |
| LITERACY COOPERATIVE OF GREATER CLEVELAND | ||||||||
| 1442 EUCLID AVE STE 248 | CLEVELAND | OH | 441151901 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $1,030 | |
| LUTHERAN METROPOLITAN MINISTRY | ||||||||
| 4515 SUPERIOR AVE | CLEVELAND | OH | 44103 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $50,000 | |
| METRO CATHOLIC SCHOOL | ||||||||
| 3555 W 54TH STREET | CLEVELAND | OH | 44102 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| MIDNIGHT FIRE MINITRIES INC | ||||||||
| 305 KENRIDGE RD | FAIRLAWN | OH | 443333431 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| MILES PARK SCHOOL | ||||||||
| 4090 E 93RD ST | CLEVELAND | OH | 44105 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| MUSICAL ARTS ASSOCIATION OF KENSTON | ||||||||
| 9500 BAINBRIDGE RD | CHAGRIN FALLS | OH | 440232727 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $15,000 | |
| NATURE CENTER AT SHAKER LAKES | ||||||||
| 2600 S PARK BLVD | CLEVELAND | OH | 44120 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $35,000 | |
| NEIGHBORHOOD HOME SOLUTIONS | ||||||||
| 1600 DR MARTIN LUTHER KING DRIVE | ST PETERSBURG | FL | 33701 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $75,000 | |
| NEW DIRECTIONS INC | ||||||||
| 30800 CHAGRIN BLVD | PEPPER PIKE | OH | 44124 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| OPEN DOOR ACADEMY | ||||||||
| 3311 PERKINS AVE 200 | CLEVELAND | OH | 44114 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $65,000 | |
| PALM BEACH CIVIC ASSOCIATION | ||||||||
| 139 NORTH COUNTY ROAD | PALM BEACH | FL | 334803908 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| PARTNERSHIP FOR SAFER CLEVELAND | ||||||||
| 614 W SUPERIOR AVE STE 852 | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $35,000 | |
| PC FOR PEOPLE | ||||||||
| 6005 FRANCIS AVE | CLEVELAND | OH | 44127 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $48,750 | |
| POLISH AMERICAN CULTURAL CENTER | ||||||||
| 6501 LANSING AVE | CLEVELAND | OH | 44105 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| PREGNANT WITH POSSIBILITIES | ||||||||
| PO BOX 46168 | BEDFORD | OH | 441460168 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $25,000 | |
| REAL ESTATE EDUCATION AND COMMUNITY HOUSING INC | ||||||||
| 8409 N MILITARY TRL STE 110 | WEST PALM BEACH | FL | 334106321 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| RHONDAS KISS | ||||||||
| 7007 BROADWAY AVE | CLEVELAND | OH | 441051441 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $50,000 | |
| SAY YES TO EDUCATION | ||||||||
| 325 SUPERIOR AVE RM 38 | CLEVELAND | OH | 44114 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $200,000 | |
| SEEDS OF LITERACY | ||||||||
| 3104 W 25TH STREET 3RD FLOOR | CLEVELAND | OH | 44109 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| SLAVIC VILLAGE DEVELOPMENT | ||||||||
| 5620 BROADWAY AVE SUITE 200 | CLEVELAND | OH | 44127 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $169,062 | |
| SOKOL GREATER CLEVELAND GYMNASTIC & EDUCATIONAL ORGANIZATION | ||||||||
| 4939 BROADWAY AVE | CLEVELAND | OH | 441271168 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| SOLITAS HOUSE INC | ||||||||
| 3101 E 7TH AVE | TAMPA | FL | 336054207 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $25,000 | |
| ST MARTIN DEPORRES | ||||||||
| 611 LAUSCHE AVE | CLEVELAND | OH | 44103 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| STELLA MARIS | ||||||||
| 1320 WASHINGTON AVE | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $100,000 | |
| SUMMER ON THE CUYAHOGA | ||||||||
| PO BOX 110662 | CLEVELAND | OH | 44111 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| THE HAVEN HOME | ||||||||
| 6114 FRANCIS AVE | CLEVELAND | OH | 44127 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| THE LITERACY COOPERATIVE OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $230,000 | |
| THE TELOS LEADERSHIP FOUNDATION | ||||||||
| 1875 N RIDGE RD E STE K | LORAIN | OH | 44055 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| UNITED WAY - LEE COUNTY | ||||||||
| 7273 CONCOURSE DRIVE | FORT MYERS | FL | 33908 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| UNITED WAY OF COLLIER COUNTY | ||||||||
| 9015 STRADA STELL CT 204 | NAPLES | FL | 34109 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| UNITED WAY OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $150,000 | |
| UNITED WAY OF PALM BEACH COUNTY | ||||||||
| 477 S ROSEMARY AVE UNIT 230 | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| UNITED WAY SUNCOAST | ||||||||
| 5201 W KENNEDY BLVD 600 | TAMPA | FL | 33609 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $15,000 | |
| UNIVERSITY CIRCLE INC | ||||||||
| 10831 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $6,000 | |
| UNIVERSITY HOSPITAL HEALTH SYSTEM | ||||||||
| 3605 WARRENSVILLE CENTER RD | SHAKER HTS | OH | 44122 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| UNIVERSITY SETTLEMENT | ||||||||
| 4800 BROADWAY AVE | CLEVELAND | OH | 44127 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $502,000 | |
| URBAN COMMUNITY SCHOOL | ||||||||
| 4909 LORAIN AVE | CLEVELAND | OH | 44102 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| URBAN LEAGUE OF BROWARD COUNTY INC | ||||||||
| 560 NW 27TH AVE | FT LAUDERDALE | FL | 333118654 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $35,000 | |
| URBAN LEAGUE OF PALM BEACH COUNTY | ||||||||
| 1700 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $35,000 | |
| VILLAGE CAPITAL CORPORATION | ||||||||
| 11327 SHAKER BOULEVARD NO 500 W | CLEVELAND | OH | 441043862 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $200,000 | |
| WALSH JESUIT HIGH SCHOOL FOUNDATION | ||||||||
| 4550 WYOGA LAKE RD | CUYAHOGA FALLS | OH | 442241059 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $60,000 | |
| WARNER GIRLS' LEADERSHIP ACADEMY | ||||||||
| 8315 JEFFRIES AVE | CLEVELAND | OH | 44105 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| WESTERN RESERVE LAND CONSERVANCY | ||||||||
| 3850 CHAGRIN RIVER RD | MORELAND HILLS | OH | 44022 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $100,000 | |
| YOUTH OPPORTUNITIES UNLIMITED | ||||||||
| 1361 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,458,342 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $579 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,177,538 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,439,398 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,617,515 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,617,515 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | THIRD FEDERAL STOCK | StockNm |
| EOY Book Value | $14,716,339 | EOYBookValueAmt |
| EOYFMV | $25,756,585 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NATIONAL FINANCIAL SERVICES #656-193119 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $20,525,812 | BookValueAmt |
| EOYFMV | $22,570,644 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $29,127 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,127 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $280 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $9,745 | $0 | $9,745 |
| OFFICE EXPENSES | $754 | $0 | $754 |
| ADVERTISING | $480 | $0 | $480 |
| STAFF DEVELOPMENT | $21,000 | $0 | $21,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR COST ADJUSTMENT | Desc |
| Amt | $865 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $39,854 | Amt |
| Net Investment Income | $39,854 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $33,540 | $0 | $33,540 |
| OHIO FILING | $200 | $200 | $0 |
| FOREIGN TAXES PAID | $3,748 | $3,748 | $0 |
| FEDERAL TAXES PAID | $77,000 | $0 | $0 |