2014-11-17T13:02:48-06:00 2013-12-31 341945695 SS&G INC 301 SPRINGSIDE DRIVE AKRON OH 443332434 990PF 2013-01-01 510137950 THE ALBERT J WEATHERHEAD III FOUNDATION ALBE 4404610200 5910 LANDERBROOK DRIVE NO 210 MAYFIELD HEIGHTS OH 44124 TERRI LACY PRESIDENT 4404610200 2014-11-13 1 THOMAS A KOTICK P00235542 3306689696 2014-11-13 2013 2015-12-30 17:16:21Z X 7482390 X X 12 122343 131187 544817 2602463 548424 667160 679623 0 0 0 10430 300 0 111257 110036 0 10875 12212 0 491 0 0 600 0 0 133653 122548 0 573743 573743 707396 122548 573743 -40236 557075 -1130 1894 1894 182835 126587 126587 5796153 7111726 7111726 60761 0 0 165675 242183 242183 6204294 7482390 7482390 0 0 X 6204294 7482390 6204294 7482390 6204294 7482390 6204294 -40236 1318332 7482390 0 7482390 KEYBANK AGENCY ACCOUNT (1380) P 2012-07-02 2013-12-18 620137 512253 107884 107884 KEYBANK AGENCY ACCOUNT (1380) P 2006-01-12 2013-12-19 1982326 1545393 436933 436933 CAPITAL GAINS DISTRIBUTIONS P 3607 0 3607 3607 548424 0 108500 5944637 0.018252 120000 5557992 0.021591 220387 4669451 0.047198 5200 3648343 0.001425 224574 4020040 0.055864 0.144330 0.028866 7022122 202701 5571 208272 573743 X 5571 0 5571 0 5571 1458 10000 11458 105 5782 5782 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A CELIA WEATHERHEAD 4404610200 5910 LANDERBROOK DRIVE MAYFIELD HEIGHTS OH 44124 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES E SHEEDY 5910 LANDERBROOK DRIVE MAYFIELD HEIGHTS OH 44124 TRUSTEE 1.00 0 0 0 CELIA J WEATHERHEAD 5910 LANDERBROOK DRIVE MAYFIELD HEIGHTS OH 44124 PRESIDENT 1.00 0 0 0 TERRI LACY 5910 LANDERBROOK DRIVE MAYFIELD HEIGHTS OH 44124 V.P. AND SEC/TREAS. 1.00 0 0 0 NONE 0 NEUBERGER BERMAN LLC 605 THIRD AVENUE NEW YORK NY 10158 INVESTMENT MANAGER 98102 0 0 6957706 171352 0 7129058 0 0 7129058 106936 7022122 351106 351106 5571 5571 345535 0 345535 0 345535 573743 0 573743 5571 568172 345535 245593 0 0 573743 245593 0 0 328150 0 0 0 0 0 0 0 0 17385 0 0 0 X TAKE THE LEAD PO BOX 6353 WATERTOWN NY 13601 NONE 501(C)(3) TO AID THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 5000 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 NONE 501(C)(3) TO SUPPORT THE WEATHERHEAD INSTITUTE FOR FAMILY MEDICINE AND COMMUNITY HEALTH AT THE UNIVERSITY. 568743 573743 0 14 122343 18 544817 0 667160 0 667160 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10430 300 0 INVESTMENTS- CORPORATE BONDS 0 0 INVESTMENTS- CORPORATE STOCK 7111726 7111726 BROOKFIELD LIMITED PARTNERSHIP FMV 242183 242183 OHIO FILING FEE 400 0 0 OHIO PENALTY 200 0 0 UNREALIZED GAIN ON ASSETS 1318332 INVESTMENT MANAGEMENT FEES 111257 110036 0 FEDERAL TAXES PAID 8724 8724 0 FOREIGN TAXES PAID 2151 3488 0