FETH FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
FETH FAMILY FOUNDATION (EIN 45-4039737)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-12
IRS object ID
201413169349100626
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-12T12:43:16-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341897853PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRUM & COMPANYBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1525 N CLEVELAND MASSILLON RD STE 10AddressLine1
CityAKRONCity
StateOHState
ZIP Code443333332ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454039737EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FETH FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlFETHBusinessNameControlTxt
Phone3305355711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13604 WEST GLENCOE ROADAddressLine1
CityRICHFIELDCity
StateOHState
ZIP Code44286ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM FETHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3305355711PhoneNum
Signature2014-10-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN K CRUMPreparerPersonNm
PTINP00255436PTIN
Phone3308671222PhoneNum
Preparation2014-11-03PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,391,715FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,821InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,821InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,245DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,245DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$46,018NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$438,554GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$46,018CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$561,084TotalRevAndExpnssAmt
Total Net Invst Incm$61,084TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$11,212OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,212OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,212TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,212TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$161,862TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,212TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$150,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$399,222ExcessRevenueOverExpensesAmt
Net Investment Income$49,872NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,414,766SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$872,886SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$872,886SavAndTempCashInvstEOYFMVAmt
Corporate Bonds EOY$301,028CorporateBondsEOYAmt
Corporate Bonds EOYFMV$301,028CorporateBondsEOYFMVAmt
Other Investments BOY$488,342OtherInvestmentsBOYAmt
Other Investments EOY$1,217,801OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,217,801OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,903,108TotalAssetsBOYAmt
Total Assets EOY$2,391,715TotalAssetsEOYAmt
Total Assets EOYFMV$2,391,715TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,903,108UnrestrictedBOYAmt
Unrestricted EOY$2,391,715UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,903,108TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,391,715TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,903,108TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,391,715TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,903,108TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$399,222ExcessRevenueOverExpensesAmt
Other Increases$89,385OtherIncreasesAmt
Subtotal$2,391,715SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,391,715TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1,175.549 UNITS PRUDENT GBL REAL ESTP2012-05-162013-05-09$28,601$22,500$6,101$6,101
3,588.453 UNITS TR PRICE NEW AME GWTP2012-05-172013-05-09$143,897$120,036$23,861$23,861
250,000 UNITS DISCOVER BANK CD 0.40%P2012-05-162013-05-23$250,000$250,000
CAPITAL GAINS DISTRIBUTIONSP$16,056$16,056$16,056
FieldValueIRS element (for citing)
Capital Gain Net Income$46,018CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$29,962NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$145,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,850,131NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.078643DistributionYr1Rt
Total Distribution0.078643TotalDistributionRt
Average Distribution0.078643AverageDistributionRt
Net Vl Noncharitable Assets$2,224,986NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$174,980AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$499NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$175,479AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$150,650QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$997InvestmentIncomeExciseTaxAmt
Subtotal$997SubtotalAmt
Tax Based On Investment Income$997TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Tax Due$1,000TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTOBY BLOSSOMIndividualWithBooksNm
Phone3303847302PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1106 SOUTH MAIN STREET 5TH FLOORAddressLine1
CityAKRONCity
StateOHState
ZIP Code44308ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM R FETH
3604 WEST GLENCOE ROADRICHFIELDOH44286PRESIDENT5.00$0$0$0
KAREN W FETH
3604 WEST GLENCOE ROADRICHFIELDOH44286TREASURER3.00$0$0$0
MICHAEL W SWEENEY
388 S MAIN STREET STE 500AKRONOH44311SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$700,634AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,558,235AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,258,869TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,258,869AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,883CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,224,986NetVlNoncharitableAssetsAmt
Minimum Investment Return$111,249MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$111,249MinimumInvestmentReturnAmt
Tax Based On Investment Income$997TaxBasedOnInvestmentIncomeAmt
Total Tax$997TotalTaxAmt
Distributable Before Adj$110,252DistributableBeforeAdjAmt
Distributable Before Ded$110,252DistributableBeforeDedAmt
Distributable As Adjusted$110,252DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$150,650ExpensesAndContributionsAmt
Qualifying Distributions$150,650QualifyingDistributionsAmt
Adjusted Qualifying Distri$150,650AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,252DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$53,143ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$53,143TotalExcessDistributionCyovAmt
Qualifying Distributions$150,650QualifyingDistributionsAmt
Applied To Current Year$110,252AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,398RemainingDistriFromCorpusAmt
Total Corpus$93,541TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$93,541ExcessDistriCyovToNextYrAmt
Excess From Year1$53,143ExcessFromYear1Amt
Excess From Current Year$40,398ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM R FETHContributingManagerNm
Contributing ManagerKAREN W FETHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
UNITED SERVICE ORGANIZATIONS INC
PO BOX 96322WASHINGTONDC20090PC2013 CHARITABLE GIFT$250
AKRON ART MUSEUM
1 S HIGH STAKRONOH44308PC2013 CHARITABLE GIFT$1,500
OHIO PRESBYTERIAN RETIREMENT
1001 KINGSMILL PARKWAYCOLUMBUSOH43229PC2013 CHARITABLE GIFT$500
AKRON PREGNANCY SERVICES
105 E MARKET STREETAKRONOH44308PC2013 CHARITABLE GIFT$250
ONE-IN-SIX FOUNDATION
106 SOUTH MAIN STREETAKRONOH44308PC2013 CHARITABLE GIFT$500
WESTERN RESERVE HISTORICAL SOCIETY
10825 EAST BLVDCLEVELANDOH44106PC2013 CHARITABLE GIFT$250
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106PC2013 CHARITABLE GIFT$500
THE SALVATION ARMY
150 SPRINGSIDE DRAKRONOH44333PC2013 CHARITABLE GIFT$10,000
AIR FORCE ASSOCIATION
1501 LEE HIGHWAYARLINGTONVA22209PC2013 CHARITABLE GIFT$250
GREAT TRAIL COUNCIL BSA
1601 S MAIN STAKRONOH44301PC2013 CHARITABLE GIFT$500
WKSU KENT STATE UNIVERSITY
1613 E SUMMIT STREETAKRONOH44240PC2013 CHARITABLE GIFT$5,000
WKSU KENT STATE UNIVERSITY
1613 E SUMMIT STREETKENTOH44240PCHUNGER CHALLENGE DRIVE$2,000
HAVEN OF REST MINISTRIES
175 E MARKET STREETAKRONOH44308PC2013 CHARITABLE GIFT$2,500
CHILDREN'S CONCERT SOCIETY
198 HILL STREETAKRONOH44325PC2013 CHARITABLE GIFT$250
SHELBY COUNTY HISTORICAL SOCIETY
201 N MAIN AVESIDNEYOH45365PC2013 CHARITABLE GIFT$10,000
US FRIENDS OF THE DAVID SHELDRICK
201 NORTH ILLINOIS STREETINDIANAPOLISIN46204PC2013 CHARITABLE GIFT$25016TH FLOOR - SOUTH TOWER
CASE FUND OF CASE ALUMNI ASSOC
2121 MLK JR DRIVECLEVELANDOH44106PC2013 CHARITABLE GIFT$1,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FLR 17CHICAGOIL60601PC2013 CHARITABLE GIFT$250
MAPS AIR MUSEUM
2260 INTERNATIONAL PKWYNORTH CANTONOH44720PC2013 CHARITABLE GIFT$250
HABITAT FOR HUMANITY
2301 ROMIG RDAKRONOH44320PC2013 CHARITABLE GIFT$1,000
NMRA
247 CALICODE DRAKRONOH44307PC2013 CHARITABLE GIFTS$250
CASCADE LOCKS PARK ASSOCIATION
248 FERNDALE STAKRONOH44304PC2013 CHARITABLE GIFTS$250
APOLLO'S FIRE
3091 MAYFIELD ROADCLEVELAND HEIGHTSOH44118PC2013 CHARITABLE GIFT$500SUITE 217
FAIRLAWN LUTHERAN CHURCH
3415 WEST MARKETAKRONOH44333PC2013 CHARITABLE GIFT$10,000
FAIRLAWN LUTHERAN CHURCH
3415 WEST MARKETFAIRLAWNOH44333PCLUTHERAN RELIEF FOR HURRICANE HAIYAN$5,000
AKRON COMMUNITY FOUNDATION
345 W CEDAR STAKRONOH44307PC2013 CHARITABLE GIFT$2,500
AKRON-CANTON REGIONAL FOODBANK
350 OPPORTUNITY PKWYAKRONOH44307PC2013 CHARITABLE GIFT$1,000
BOYS AND GIRLS CLUB OF AMERICA
444 N HAWKINS AVEAKRONOH44313PC2013 CHARITABLE GIFT$250
AMERICAN DIABETES ASSOCIATION
4500 ROCKSIDE ROAD 440INDEPENDENCEOH44131PC2013 CHARITABLE GIFT$250
ARTHRITIS FOUNDATION
4630 RICHMOND RDCLEVELANDOH44128PC2013 CHARITABLE GIFTS$250
SUMMIT CHORAL SOCIETY
50 S MAIN STREETAKRONOH44308PC2013 CHARITABLE GIFT$1,000
AMERICAN RED CROSS
501 W MARKET ATAKRONOH44303PC2013 CHARITABLE GIFT$500
LEADERSHIP AKRON
54 E MILL STREET STE 201AKRONOH44308PC2013 CHARITABLE GIFT$2,500
MARCH OF DIMES
5425 WARNER RD 10CLEVELANDOH44125PC2013 CHARITABLE GIFT$250
THE SALVATION ARMY
560 WOOSTER ROAD WBARBERTONOH44203PC2013 CHARITABLE GIFT$10,000
THE LEUKEMIA AND LYMPHOMA SOCIETY
5700 BRECKSVILLE RDINDEPENDENCEOH44144PC2013 CHARITABLE GIFT$250
GREENLEAF FAMILY CENTER
580 GRANT STAKRONOH44311PC2013 CHARITABLE GIFT$500
PROJECT LEARN
60 S HIGH STREETAKRONOH44326PC2013 CHARITABLE GIFT$1,500
THE LUTHERAN CHURCH - MISSOURI SYNO
6451 COLUMBIA RDOLMSTED TWPOH44138PC2013 CHARITABLE GIFT$500
LUTHERAN HOUR MINISTRIES
660 MASON RIDGE CENTERST LOUISMO63141PC2013 CHARITABLE GIFT$250
STAN HYWET HALL AND GARDENS
714 N PORTAGE PATHAKRONOH44303PC2013 CHARITABLE GIFT$250
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231PC2013 CHARITABLE GIFT$250
SIGMA NU EDUCATIONAL FOUNDATION
9 NORTH LEWIS STREETLEXINGTONVA24450PC2013 CHARITABLE GIFT$250
UNITED WAY OF SUMMIT COUNTY
90 N PROSPECT STAKRONOH44304PC2013 CHARITABLE GIFT$35,000
MOODY RADIO
9756 BARR ROADCLEVELANDOH44141PC2013 CHARITABLE GIFT$250
AKRON CHILDREN'S HOSPITAL FDTN
ONE PERKINS SQUAREAKRONOH44308PC2013 CHARITABLE GIFT$500
IN TOUCH MINISTRIES
PO BOX 7900ATLANTAGA30357PC2013 CHARITABLE GIFT$5,000
LUTHERAN WORLD RELIEF
PO BOX 17601BALTIMOREMD21230PC2013 CHARITABLE GIFT$1,000
HARVARD BUSINESS SCHOOL
SEE CITY ADDRESSBOSTONMA02163PC2013 CHARITABLE GIFT$10,000
ARDMORE FOUNDATION
981 E MARKET STREETAKRONOH44305PF2013 CHARITABLE GIFT$500
WHEAT RIDGE MINISTRIES
ONE PIERCE PLACESTE 250EITASCAIL60143PC2013 CHARITABLE GIFT$250
LUTHERAN BIBLE TRANSLATORS
303 N LAKE STAURORAIL60506PC2013 CHARITABLE GIFT$1,000
LUTHERAN FAMILY SERVICES
4100 FRANKLIN BLVDCLEVELANDOH44113PC2013 CHARITABLE GIFT$250
CASA VOLUNTEERS
650 DAN STAKRONOH44310PC2013 CHARITABLE GIFT$250
CUYAHOGA VALLEY SCENIC RAILROAD
PO BOX 158PENINSULAOH44264PC2013 CHARITABLE GIFT$250
ACFMARATHON FUND
345 W CEDAR STAKRONOH44307PC2013 CHARITABLE GIFT$250
AKRON GENERAL FOUNDATION
388 S MAIN ST STE 301AKRONOH44307PC2013 CHARITABLE GIFT$5,000
AKRON ZOO
500 EDGEWOODAKRONOH44307PC2013 CHARITABLE GIFT$250
AMERICAN RED CROSS
PO BOX 4002018DES MOINESIA50340PC2013 CHARITABLE GIFT$10,000
AKRON GENERAL FOUNDATION
388 S MAIN ST STE 301AKRONOH44307PC2013 GIFT TO VISITNG NURSE SERVICE$1,000
PORTAGE COUNTRY CLUB TEAM MEMBER
240 N PORTAGE PATHAKRONOH44303PC2013 CHARITABLE GIFT$500
PORTAGE COUNTRY CLUB
240 N PORTAGE PATHAKRONOH44303PC2013 GIFT FOR SCHOLARSHIP FUND$150
SOUTH STREET MINISTRIES
130 W SOUTH STAKRONOH44311PC2013 CHARITABLE GIFT$500
THE CLEVELAND ORCHESTRA
11001 EUCLID AVENUECLEVELANDOH44106PC2013 CHARITABLE GIFT$2,500
LCMS - GLOBAL MISSION FUND
1333 S KIRKWOOD ROADST LOUISMO63122PC2013 CHARITABLE GIFT$500
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA30303PC2013 CHARITABLE GIFT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,650TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,821RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,245RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$46,018RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$61,084RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,084TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWILLIAM R FETH AND KAREN W FETHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13604 WEST GLENCOE ROADAddressLine1
CityRICHFIELDCity
StateOHState
ZIP Code44286ZIPCode
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

WILLIAM R FETH
KAREN W FETH
MICHAEL W SWEENEY

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
50000 UNITS BANK OF AMERICA 1.125%$50,057$50,057
50000 UNITS DUKE ENERGY 1.75%$51,022$51,022
50000 UNITS J.P. MORGAN CHASE 2.00%$50,718$50,718
50000 UNITS UNITEDHEALTH GROUP 1.40%$49,369$49,369
50000 UNITS AT&T INC 2.375%$50,043$50,043
50000 UNITS WAL-MART STORES 1.95%$49,819$49,819

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DOMESTIC EQUITY MUTUAL FUNDSFMV$491,107$491,107
GLOBAL EQUITY MUTUAL FUNDSFMV$38,786$38,786
INTERNATIONAL EQUITY MUTUAL FUNDSFMV$178,359$178,359
INTL FIXED INCOME MUTUAL FUNDSFMV$24,284$24,284
TAXABLE FIXED INCOME FUNDSFMV$485,265$485,265

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED APPRECIATION - INVESTMENTSDescription
Amount$89,385Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT AND MANAGEMENT FEESCategoryTxt
Amt$11,212Amt
Net Investment Income$11,212NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
WILLIAM R FETH
3604 W GLENCOE RDRICHFIELDOH44286
KAREN W FETH
3604 W GLENCOE RDRICHFIELDOH44286

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