FIGGIE FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FIGGIE FAMILY CHARITABLE FOUNDATION INC (EIN 34-1945280)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349104172
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T16:31:35-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 |
| Business Name Line2 | C/O NANCY F FIGGIE | BusinessNameLine2Txt |
| 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 | PO BOX 820 | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY FIGGIE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2165141500 | PhoneNum |
| Signature | 2017-11-15 | 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 | 174.104.153.87 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 14:12:21 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FB2C5652679542F54FE36E888D0C974203FDD42A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,924,151 | 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 | $2,525,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,050 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,050 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,649 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,649 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $174,825 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,659 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $271 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $271 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,622,629 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,629 | 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 | $12,047 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,047 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,780 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,633 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,633 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $578 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $578 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,816 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,854 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,038 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $621,523 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $621,523 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $700,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,038 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $621,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,922,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,591 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $203,710 | CashBOYAmt |
| Cash EOY | $163,815 | CashEOYAmt |
| Cash EOYFMV | $163,815 | CashEOYFMVAmt |
| US Government Obligations BOY | $2,509,238 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,212,553 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,212,553 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,486,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,743,702 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,537,774 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,009 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,199,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,120,071 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,924,151 | 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 | $2,720,031 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,641,068 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,199,034 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,120,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,199,034 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,120,071 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,199,034 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,922,252 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,121,286 | SubtotalAmt |
| Other Decreases | $1,215 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,120,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| SEIZERT - CLASS ACTION PROCEEDS FROM TYCO & SPRING | P | $1,215 | $1,215 | ||||
| BESSEMER - OLD WESTBURY | P | $45,163 | $45,163 | ||||
| BESSEMER - ACCOR SA SPONS ADR | P | -$57 | -$57 | 2016-10-26 | 2016-12-21 | $2,757 | $2,814 |
| BESSEMER - COMMUNITY HEALTH SYSTEMS INC. | P | -$4,080 | -$4,080 | $2,231 | $6,311 | ||
| BESSEMER - ELECTRIC POWER DEV UNSPONS ADR | P | -$41 | -$41 | 2016-10-26 | 2016-12-20 | $3,097 | $3,138 |
| BESSEMER - KINGFISHER PLC SPONS ADR | P | -$229 | -$229 | 2016-10-26 | 2016-12-15 | $3,743 | $3,972 |
| BESSEMER - MEDIOBANCA SPA UNSPONS ADR | P | -$574 | -$574 | 2016-06-29 | $694 | $1,268 | |
| BESSEMER - NOKIA CORP SPONSORED ADR | P | -$225 | -$225 | 2016-10-26 | 2016-12-20 | $3,634 | $3,859 |
| BESSEMER - OTSUKA HOLDINGS LIMITED ADR | P | $234 | $234 | $3,891 | $3,657 | ||
| BESSEMER - PVH CORP | P | -$566 | -$566 | $4,202 | $4,768 | ||
| BESSEMER - RSA INSURANCE GROUP PLC SPONS ADR | P | -$17 | -$17 | $898 | $915 | ||
| BESSEMER - SIAM COMMERCIAL BANK UNSPONS ADR | P | -$16 | -$16 | 2016-06-09 | 2016-11-15 | $785 | $801 |
| BESSEMER - ST JUDE MEDICAL INC COM | P | $1,280 | $1,280 | $7,243 | $5,963 | ||
| BESSEMER - TATA MOTORS LIMITED - SPON ADR | P | $267 | $267 | $831 | $564 | ||
| BESSEMER - WAL MART STORES INC COM | P | $164 | $164 | $4,622 | $4,458 | ||
| BESSEMER - ACCOR SA SPONS ADR | P | -$912 | -$912 | 2016-12-21 | $2,421 | $3,333 | |
| BESSEMER - AMERICAN WATER WORKS CO INC | P | $1,538 | $1,538 | $3,768 | $2,230 | ||
| BESSEMER - ASTRAZENECA GROUP PLC SPONSORED ADR | P | -$221 | -$221 | 2014-10-31 | 2016-08-24 | $2,695 | $2,916 |
| BESSEMER - BNP PARIBAS ADR | P | -$275 | -$275 | 2016-06-28 | $1,063 | $1,338 | |
| BESSEMER - BRIDGESTONE CORP | P | -$280 | -$280 | $2,630 | $2,910 | ||
| BESSEMER - BRITISH SKY BROADCAST PLC SPONS ADR | P | -$857 | -$857 | $3,839 | $4,696 | ||
| BESSEMER - CHINA TELECOM CORP LTD-ADR | P | -$97 | -$97 | $1,673 | $1,770 | ||
| BESSEMER - DBS GROUP HOLDINGS LIMITED SPONSOR ADR | P | -$321 | -$321 | $5,706 | $6,027 | ||
| BESSEMER - DOLLAR GENERAL CORPORATION | P | $374 | $374 | 2014-03-26 | 2016-08-10 | $929 | $555 |
| BESSEMER - ELECTRIC POWER DEV UNSPONS ADR | P | -$1,646 | -$1,646 | 2016-12-20 | $3,574 | $5,220 | |
| BESSEMER - ENCANA CORP | P | -$697 | -$697 | 2015-04-22 | 2016-09-09 | $2,065 | $2,762 |
| BESSEMER - ERICSSON SPONS ADR | P | -$1,190 | -$1,190 | 2015-06-08 | 2016-08-10 | $2,206 | $3,396 |
| BESSEMER - HITACHI LTD SPONS ADR | P | -$2,430 | -$2,430 | 2016-02-09 | $2,877 | $5,307 | |
| BESSEMER - HSBC HOLDINGS PLC SPON ADR | P | -$1,759 | -$1,759 | $3,776 | $5,535 | ||
| BESSEMER - ILLINOIS TOOL WKS INC COM | P | $852 | $852 | $3,686 | $2,834 | ||
| BESSEMER - ING GROEP NV SPONSORED ADR | P | -$119 | -$119 | 2015-04-10 | 2016-07-01 | $255 | $374 |
| BESSEMER - J SAINSBURY PLC-SPONS ADR | P | -$3,004 | -$3,004 | $4,239 | $7,243 | ||
| BESSEMER - KDDI CORPORATION | P | $1,408 | $1,408 | $3,873 | $2,465 | ||
| BESSEMER - KINGFISHER PLC SPONS ADR | P | -$1,283 | -$1,283 | 2016-12-15 | $3,403 | $4,686 | |
| BESSEMER - MEDIOBANCA SPA UNSPONS ADR | P | -$356 | -$356 | 2016-12-12 | $1,361 | $1,717 | |
| BESSEMER - NOKIA CORP SPONSORED ADR | P | -$1,777 | -$1,777 | 2015-06-25 | 2016-12-20 | $3,634 | $5,411 |
| BESSEMER - NXP SEMICONDUCTORS NV | P | $267 | $267 | $1,761 | $1,494 | ||
| BESSEMER - ORIX CORPORATION SPONSORED ADR | P | -$59 | -$59 | 2014-09-10 | 2016-08-29 | $1,048 | $1,107 |
| BESSEMER - OTSUKA HOLDINGS LIMITED ADR | P | $317 | $317 | 2015-12-21 | 2016-12-22 | $2,040 | $1,723 |
| BESSEMER - PANDORA A/S SPONS ADR | P | $498 | $498 | 2014-02-27 | 2014-06-21 | $900 | $402 |
| BESSEMER - PFIZER INCORPORATED | P | $210 | $210 | 2016-04-11 | $2,422 | $2,212 | |
| BESSEMER - PVH CORP | P | -$368 | -$368 | $8,481 | $8,849 | ||
| BESSEMER - RAYTHEON CO COM NEW | P | $468 | $468 | $2,953 | $2,485 | ||
| BESSEMER - RSA INSURANCE GROUP PLC SPONS ADR | P | -$343 | -$343 | $3,958 | $4,301 | ||
| BESSEMER - SIAM COMMERCIAL BANK UNSPONS ADR | P | -$324 | -$324 | $1,587 | $1,911 | ||
| BESSEMER - SUMITOMO METAL MINING UNSPONS ADR | P | -$465 | -$465 | $1,216 | $1,681 | ||
| BESSEMER - SVENSKA CELLULOSA AB | P | $548 | $548 | 2016-06-13 | $4,032 | $3,484 | |
| BESSEMER - TATA MOTORS LIMITED - SPON ADR | P | $506 | $506 | $4,001 | $3,495 | ||
| BESSEMER - THERMO FISHER SCIENTIFIC INC | P | $55 | $55 | $2,519 | $2,464 | ||
| BESSEMER - TOKYO GAS CO LTD UNSPONS ADR | P | -$215 | -$215 | $2,494 | $2,709 | ||
| BESSEMER - UNILEVER NV NY SHARES | P | $220 | $220 | 2014-10-31 | 2016-08-24 | $1,382 | $1,162 |
| BESSEMER - UNION PACIFIC CORP COM | P | $257 | $257 | 2016-08-10 | $1,846 | $1,589 | |
| BESSEMER - UNITED RENTALS INC COM | P | -$2,408 | -$2,408 | $2,266 | $4,674 | ||
| BESSEMER - WHARF HLDGS LTD UNSPONS ADR | P | $517 | $517 | $2,944 | $2,427 | ||
| BESSEMER - WILMAR INTERNATIONAL | P | -$642 | -$642 | $5,253 | $5,895 | ||
| BESSEMER - YUM! BRANDS INC | P | -$59 | -$59 | $3,764 | $3,823 | ||
| BESSEMER - ZIMMER BIOMET HOLDINGS INC | P | $2,035 | $2,035 | $8,836 | $6,801 | ||
| BESSEMER - CHINA PETE & CHEM CORP SPON ADR | P | -$789 | -$789 | $3,319 | $4,108 | ||
| BESSEMER - CHINA TELECOM CORP LTD-ADR | P | -$579 | -$579 | $2,531 | $3,110 | ||
| BESSEMER - ITOCHU CORP | P | $211 | $211 | $2,839 | $2,628 | ||
| BESSEMER - MACY'S INC | P | $120 | $120 | 2012-03-06 | 2016-02-08 | $2,132 | $2,012 |
| RELATIONAL FUND | P | $1,215 | $1,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,659 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $532,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,167,251 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086343 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $438,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,594,774 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066492 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $530,057 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,790,713 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091536 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $403,780 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,803,014 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084068 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $474,701 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,669,286 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.101665 | DistributionYr5Rt |
| Total Distribution | 0.430104 | TotalDistributionRt |
| Average Distribution | 0.086021 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,387,155 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $549,429 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $216 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $549,645 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $621,523 | 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 | $216 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $216 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,260 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,260 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,044 | OverpaymentAmt |
| Applied To ES Tax | $10,044 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY F FIGGIE | ||||||||
| po box 910 | gates mills | OH | 44040 | PRESIDENT, TRUSTEE | 1.00 | $0 | $0 | $0 |
| MATTHEW P FIGGIE | ||||||||
| po box 850 | gates mills | OH | 44040 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRENT BALLARD | ||||||||
| 1405 EAST SIXTH STREET | cleveland | OH | 44114 | SECRETARY | 1.00 | $0 | $0 | $0 |
| RICHARD SOLON | ||||||||
| 2828 ADDISON CIRCLE SOUTH | OAKLAND TOWNSHIP | MI | 48306 | 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 | $6,035,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $449,192 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,484,421 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,484,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,387,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $319,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $319,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $216 | TotalTaxAmt |
| Distributable Before Adj | $319,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $319,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $319,142 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $621,523 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $621,523 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $216 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $621,307 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $319,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $251,451 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $166,532 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $252,492 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $123,150 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $230,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,023,989 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $621,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $319,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $302,381 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,326,370 | 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 | $251,451 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,074,919 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $166,532 | ExcessFromYear4Amt |
| Excess From Year3 | $252,492 | ExcessFromYear3Amt |
| Excess From Year2 | $123,150 | ExcessFromYear2Amt |
| Excess From Year1 | $230,364 | ExcessFromYear1Amt |
| Excess From Current Year | $302,381 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY F FIGGIE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MRS NANCY F FIGGIE CO PHILLIPS MANA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 910 | AddressLine1Txt |
| City | gates mills | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2165141500 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FAIRMOUNT CENTER FOR THE ARTS | |||||||
| 8400 Fairmount Rd | novelty | OH | 44072 | NONE | EXEMPT | TO SUPPORT THE CENTER | $55,000 |
| Gilmour Academy-Figgie Field Ball Park | |||||||
| 34001 Cedar Rd | gates mills | OH | 44040 | NONE | EXEMPT | TO FUND THE GILMOUR ACADEMY BASEBALL FIELD | $100,000 |
| RONALD MCDONALD HOUSE OF CLEVELAND | |||||||
| 10415 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | RONALD MCDONALD HOUSE | $50,000 |
| Gilmour Academy-STEINWAY | |||||||
| 34001 Cedar Rd | GATES MILLS | OH | 44040 | NONE | EXEMPT | STEINWAY UPGRADE OF PIANOS | $216,523 |
| ST CHRISTOPHERS BY THE RIVER | |||||||
| 7601 OLD MILL ROAD PO BOX 519 | GATES MILLS | OH | 44040 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION | $100,000 |
| DEER VALLEY YMCA FAMILY CAMP NATURE CENTER | |||||||
| 254 DEER VALLEY DR | FORT HILL | PA | 15540 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $621,523 | 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 | $2,050 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,649 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,659 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $97,629 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,629 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CLARK-RELIANCE CORPORATION | ||||||
| 1 | 16633 FOLTZ INDUSTRIAL PARKWAY | STRONGSVILLE | OH | 44149 | $25,000 | Yes (X) |
| NANCY F FIGGIE | ||||||
| 2 | PO BOX 910 | GATES MILLS | OH | 44040 | $2,500,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DELOITTE TAX LLP | CategoryTxt |
| Amt | $18,780 | Amt |
| Net Investment Income | $18,780 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILMINGTON TRUST - HILLIARD LYONS | $1,482,200 | $1,977,887 |
| WILMINGTON TRUST - BESSEMER | $3,217,417 | $3,501,228 |
| WILMINGTON TRUST | $44,085 | $58,659 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,212,553 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,212,553 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RELATIONAL FUND PARTNERS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1 | BookValueAmt |
| EOYFMV | $10,009 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,047 | LegalFeesAmt |
| Net Investment Income | $12,047 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RELATIONAL FUND PARTNERS | Desc |
| Amt | $1,215 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE FEES | $68 | $0 | $0 |
| POSTAGE | $480 | $0 | $0 |
| MISCELLANEOUS | $2,268 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $271 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $271 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $271 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $44,633 | Amt |
| Net Investment Income | $44,633 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $578 | Amt |
| Net Investment Income | $578 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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