FIGGIE FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FIGGIE FAMILY CHARITABLE FOUNDATION INC (EIN 34-1945280)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-09
- IRS object ID
- 201921909349100307
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-09T13:57:40-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE SUITE 3300 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441141291 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341945280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FIGGIE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIGG | BusinessNameControlTxt |
| Phone | 2165141500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1405 EAST SIXTH STREET | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENT D BALLARD TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2165141500 | PhoneNum |
| Signature | 2019-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FIONA CHAMBERS | PreparerPersonNm |
| PTIN | P00186224 | PTIN |
| Phone | 2165891300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.88.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-09 | IPDt |
| IP Tm | 11:23:36 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B38A869C5A3C855B42217679B8FC324553C3C2F2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,650,615 | 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 | $18,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,361 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,361 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $121,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $223,723 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $571,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $223,723 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $380,580 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $361,809 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $57,192 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $57,192 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $53,485 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,485 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $477 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $477 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,620 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $486 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,774 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,154 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $486 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,352,287 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,352,287 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,467,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,154 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,352,773 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,086,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $250,655 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $529,417 | CashBOYAmt |
| Cash EOY | $235,568 | CashEOYAmt |
| Cash EOYFMV | $235,568 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,879,744 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $836,190 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $836,190 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,349,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,599,709 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,578,857 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,758,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,671,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,650,615 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,479,003 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,479,003 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,279,185 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,192,464 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,758,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,671,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,758,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,671,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,758,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,086,481 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,000 | OtherIncreasesAmt |
| Subtotal | $6,673,707 | SubtotalAmt |
| Other Decreases | $2,240 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,671,467 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ALEXION PHARMACEUTICALS INC COM | P | $4,668 | $5,083 | -$415 | -$415 |
| ANSYS INC | P | $1,684 | $1,083 | $601 | $601 |
| BRISTOL MYERS SQUIBB TECH COM | P | $2,354 | $2,520 | -$166 | -$166 |
| CHECK POINT SOFTWARE TECH COM | P | $1,046 | $1,028 | $18 | $18 |
| COMCAST CORP NEW A | P | $1,263 | $1,584 | -$321 | -$321 |
| DENTSPLY SIRONA INC | P | $3,728 | $5,448 | -$1,720 | -$1,720 |
| DUN & BRADSTREET CORP | P | $2,341 | $2,160 | $181 | $181 |
| EIL LILLY & CO COM | P | $2,182 | $2,046 | $136 | $136 |
| ENCANA CORP | P | $339 | $243 | $96 | $96 |
| ENERGY SELECT SECTOR SPDR ETF | P | $25,494 | $26,608 | -$1,114 | -$1,114 |
| ENI SPA-SPONS ADR | P | $566 | $483 | $83 | $83 |
| JB HUNT TRANSPORT SERVICES INC | P | $2,978 | $2,271 | $707 | $707 |
| LOGMEIN INC | P | $792 | $1,261 | -$469 | -$469 |
| NORDEA BANK AB SPOS ADR | P | $6,898 | $8,613 | -$1,715 | -$1,715 |
| PAYPAL HOLDING INC | P | $16,554 | $15,750 | $804 | $804 |
| SAMSONITE INTERNATIONAL UNSPONS ADR | P | $374 | $411 | -$37 | -$37 |
| SNAP ON INC COMMON | P | $2,341 | $2,603 | -$262 | -$262 |
| SPECTRUM BRANDS HOLDING INC | P | $372 | $486 | -$114 | -$114 |
| WABTEC CORM COM | P | $4,050 | $4,087 | -$37 | -$37 |
| ADVANCE AUTO PARTS | P | $839 | $733 | $106 | $106 |
| ALEXION PHARMACEUTICALS INC COM | P | $9,337 | $9,663 | -$326 | -$326 |
| ALPHABET INC CL C | P | $14,278 | $10,422 | $3,856 | $3,856 |
| AMAZON.COM INC | P | $9,012 | $5,951 | $3,061 | $3,061 |
| APERGY CORP | P | $22 | $17 | $5 | $5 |
| APPLE COMPUTER INC COMMON | P | $7,077 | $5,079 | $1,998 | $1,998 |
| BRISTOL MYERS SQUIBB COMPANY | P | $7,322 | $8,017 | -$695 | -$695 |
| BROADCOM INC | P | $20,361 | $13,346 | $7,015 | $7,015 |
| CHECK POINT SOFTWARE TECH COM | P | $552 | $514 | $38 | $38 |
| CHURCH & DWIGHT CO INC | P | $4,833 | $3,771 | $1,062 | $1,062 |
| COMCAST CORP NEW A | P | $20,990 | $18,693 | $2,297 | $2,297 |
| CORELOGIC INC | P | $869 | $843 | $26 | $26 |
| CVS CORP COMMON | P | $117,732 | $89,425 | $28,307 | $28,307 |
| DANAHER CORP COM | P | $9,080 | $7,406 | $1,674 | $1,674 |
| DOWDUPONT INC | P | $24,005 | $26,873 | -$2,868 | -$2,868 |
| DUN & BRADSTREET CORP | P | $3,054 | $2,701 | $353 | $353 |
| ELI LILLY & CO CPM | P | $27,336 | $24,332 | $3,004 | $3,004 |
| ENCANA CORP | P | $8,327 | $7,947 | $380 | $380 |
| ENI SPA-SPONS ADR | P | $18,708 | $16,585 | $2,123 | $2,123 |
| FIDELITY NATL INFORMATION SERVICES | P | $9,898 | $7,999 | $1,899 | $1,899 |
| FORTIVE CORP | P | $9,933 | $8,494 | $1,439 | $1,439 |
| JB HUNT TRANSPORT SERVICE INC | P | $24,910 | $17,648 | $7,262 | $7,262 |
| JM SMUCKER CO | P | $530 | $638 | -$108 | -$108 |
| LABORATORY CRP OF AMER HLDGS COM NEW | P | $1,720 | $1,459 | $261 | $261 |
| MICROSOFT CORP COMMON | P | $7,598 | $5,389 | $2,209 | $2,209 |
| NASDAQ, INC | P | $1,630 | $1,403 | $227 | $227 |
| NIKE INC CL B | P | $5,798 | $3,725 | $2,073 | $2,073 |
| NORDEA BANK AB SPOS ADR | P | $7,563 | $7,625 | -$62 | -$62 |
| RAYTHEON CO COM NEW | P | $7,853 | $5,707 | $2,146 | $2,146 |
| SNAP ON INC COMMON | P | $2,222 | $2,603 | -$381 | -$381 |
| SOUTHERN CO COM | P | $92,558 | $73,475 | $19,083 | $19,083 |
| SPECTRUM BRANDS HOLDING INC | P | $3,707 | $7,165 | -$3,458 | -$3,458 |
| THE COOPER COMPANIES INC | P | $260 | $201 | $59 | $59 |
| WABTEC CORM COM | P | $3,670 | $2,861 | $809 | $809 |
| WATERS CORP COMMON | P | $1,974 | $1,593 | $381 | $381 |
| WORLDPLAY INC | P | $984 | $654 | $330 | $330 |
| ZOETIS INC | P | $5,345 | $3,948 | $1,397 | $1,397 |
| WILMINGTON CAPITAL GAIN DISTRIBUTIONS | P | $140,485 | $140,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $223,723 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $703,330 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,129,781 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077037 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $621,307 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,387,155 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097274 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $532,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,167,251 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086343 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $438,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,594,774 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066492 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $530,057 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,790,713 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.091536 | DistributionYr5Rt |
| Total Distribution | 0.418682 | TotalDistributionRt |
| Average Distribution | 0.083736 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,519,179 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $713,362 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,507 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $715,869 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,352,773 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,507 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,507 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,507 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,870 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,870 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,363 | OverpaymentAmt |
| Applied To ES Tax | $1,363 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2165891300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE SUITE 3300 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MATTHEW P FIGGIE | ||||||||
| 1405 EAST SIXTH STREET | CLEVELAND | OH | 44114 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRENT BALLARD | ||||||||
| 1405 EAST SIXTH STREET | CLEVELAND | OH | 44114 | SECRETARY, TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD SOLON | ||||||||
| 16633 FOLTZ PARKWAY | STRONGSVILLE | OH | 44149 | VICE PRESIDENT, TREASURER | 1.00 | $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 | $8,384,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $264,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,648,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,648,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,519,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $425,959 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $425,959 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,507 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,507 | TotalTaxAmt |
| Distributable Before Adj | $423,452 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $423,452 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $423,452 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,352,773 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,352,773 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,507 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,350,266 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $423,452 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $252,492 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $123,150 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $230,364 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $302,381 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $251,015 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,159,402 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,352,773 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $423,452 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $929,321 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,088,723 | 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 | $252,492 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,836,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $123,150 | ExcessFromYear4Amt |
| Excess From Year3 | $230,364 | ExcessFromYear3Amt |
| Excess From Year2 | $302,381 | ExcessFromYear2Amt |
| Excess From Year1 | $251,015 | ExcessFromYear1Amt |
| Excess From Current Year | $929,321 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRENT BALLARD TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1405 EAST SIXTH STREET | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166228200 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING, STATING PUBLIC CHARITY AND USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS APPLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEVELAND PUBLIC THEATER | |||||||
| 6415 DETROIT AVE | CLEVELAND | OH | 44102 | NONE | EXEMPT | TO SUPPORT THE THEATER | $9,750 |
| FAIRMOUNT CENTER FOR THE ARTS | |||||||
| 8400 FAIRMOUNT RD | NOVELTY | OH | 44072 | NONE | EXEMPT | TO SUPPORT THE CENTER | $460,272 |
| COATS FOR KIDS | |||||||
| 6200 OAK TREE BLVD | INDEPENDENCE | OH | 44131 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION | $100,000 |
| GILMOUR ACADEMY - FIGGIE FIELD BALLPARK | |||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | NONE | PUBLIC CHARITY | NEW ATHLETIC FIELDS | $381,879 |
| GILMOUR ACADEMY - TUESDAYS AT TUDOR | |||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | NONE | PUBLIC CHARITY | TO SUPPORT THE ORGANIZATION | $18,410 |
| GILMOUR ACADEMY - STEINWAY | |||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | NONE | PUBLIC CHARITY | STEINWAY PIANOS | $163,426 |
| GROUNDWORKS DANCE THEATER | |||||||
| 13125 SHAKER SQUARE SUITE 102 | CLEVELAND | OH | 44120 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION | $10,000 |
| ST CHRISTOPHER BY THE RIVER | |||||||
| 7601 OLD MILL ROAD PO BOX 519 | GATES MILLS | OH | 44040 | NONE | PUBLIC CHARITY | TO SUPPORT THE ORGANIZATION | $175,000 |
| URBAN COMMUNITY SCHOOL | |||||||
| 4909 LORAIN AVE | CLEVELAND | OH | 44102 | NONE | PUBLIC CHARITY | LACROSSE SAFETY NET | $23,550 |
| VERB BALLETS | |||||||
| 3445 WARRENSVILLE CENTER ROAD | SHAKER HEIGHTS | OH | 44122 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,352,287 | 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 | $16,361 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $223,723 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $361,830 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $361,830 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK-RELIANCE CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16633 FOLTZ INDUSTRIAL PARKWAY | AddressLine1Txt |
| City | STRONGSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $18,750 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILMINGTON TRUST - HILLIARD LYONS | $1,850,588 | $2,629,991 |
| WILMINGTON TRUST - BESSEMER | $3,705,036 | $3,888,989 |
| WILMINGTON TRUST | $44,085 | $59,877 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $836,190 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $836,190 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $57,192 | LegalFeesAmt |
| Net Investment Income | $57,192 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DEDUCTIBLE CONTRIBUTIONS | $1,500 |
| MISC ADJUSTMENT | $740 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $286 | $0 | $286 |
| OHIO TRUST FEE | $200 | $0 | $200 |
| MISCELLANEOUS | $3,134 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2016 FEDERAL TAX REFUND | Desc |
| Amt | $2,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $53,485 | Amt |
| Net Investment Income | $53,485 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $477 | Amt |
| Net Investment Income | $477 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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