FIGGIE FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FIGGIE FAMILY CHARITABLE FOUNDATION INC (EIN 34-1945280)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-22
- IRS object ID
- 201602669349100300
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-22T08:57:56-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-03 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,770,906 | 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 | $31,250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $335 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $335 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $312,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $730,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $312,230 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $410,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $379,295 | 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 | $6,946 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,946 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,585 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,585 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,033 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,033 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $368 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $532,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $532,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $617,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $532,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$206,968 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311,363 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,533 | CashBOYAmt |
| Cash EOY | $203,710 | CashEOYAmt |
| Cash EOYFMV | $203,710 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,439,515 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,509,238 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,509,238 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,522,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,486,086 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,047,950 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,415,443 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,008 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,406,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,199,034 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,770,906 | 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 | $2,926,999 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,720,031 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,406,002 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,199,034 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,406,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,199,034 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,406,002 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$206,968 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,199,034 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,199,034 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (81 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| HILLIARD-GOOGLE INC CLASS C | P | 2015-04-23 | 2015-05-06 | $72 | $0 | $75 | -$3 | -$3 |
| HILLIARD-CHEVRONTEXACO CORP | P | 2015-09-08 | $15,324 | $4,121 | $11,203 | $11,203 | ||
| HILLIARD-EMERSON ELECTRIC CO | P | 2009-08-04 | 2015-04-13 | $58,139 | $35,790 | $22,349 | $22,349 | |
| HILLIARD-HUBBELL INCL CL A | P | 2015-12-24 | 2015-12-24 | $8,400 | $8,400 | $8,400 | ||
| HILLIARD-INTERNATIONAL BUSINESS MACHINES CORP | P | 2015-04-23 | $68,375 | $46,195 | $22,180 | $22,180 | ||
| HILLIARD-PROCER & GAMBLE CO COM | P | 2008-03-24 | 2015-01-05 | $9,033 | $6,963 | $2,070 | $2,070 | |
| BESSEMER-ASTRAZENECA GROUP PLC SPONSORED ADR | P | 2014-10-31 | $4,434 | $4,920 | -$486 | -$486 | ||
| BESSEMER-CAMERON INTERNATIONAL CORP | P | $3,855 | $3,259 | $596 | $596 | |||
| BESSEMER-CDW CORP | P | $4,228 | $3,776 | $452 | $452 | |||
| BESSEMER-HSBC HOLDINGS PLC SPON ADR | P | 2014-05-27 | 2015-03-18 | $1,485 | $1,826 | -$341 | -$341 | |
| BESSEMER-KIRBY CORP COM | P | $3,196 | $4,776 | -$1,580 | -$1,580 | |||
| BESSEMER-L BRANDS, INC. | P | 2014-02-07 | $4,117 | $2,712 | $1,405 | $1,405 | ||
| BESSEMER-MORGAN STANLEY GROUP INC | P | 2014-05-27 | $766 | $656 | $110 | $110 | ||
| BESSEMER-MYLAN NV | P | 2015-03-02 | $16,639 | $15,869 | $770 | $770 | ||
| BESSEMER-NIKE INC CL B | P | 2014-10-10 | 2015-03-18 | $2,877 | $2,625 | $252 | $252 | |
| BESSEMER-ORIX COPRORATION SPONSORED ADR | P | 2014-07-31 | $5,307 | $5,730 | -$423 | -$423 | ||
| BESSEMER-RAYTHEON CO COM NEW | P | 2014-09-09 | 2015-03-18 | $2,708 | $2,485 | $223 | $223 | |
| BESSEMER-TERADATA CORP | P | 2015-03-18 | $2,135 | $2,265 | -$130 | -$130 | ||
| BESSEMER-UNILEVER NV NY SHARES | P | 2014-10-31 | $4,407 | $4,067 | $340 | $340 | ||
| BESSEMER-UNITED RENTALS INC COM | P | 2014-05-27 | 2015-03-18 | $1,735 | $2,026 | -$291 | -$291 | |
| BESSEMER-VALEANT PHARMACEUTICALS INTL | P | 2015-04-29 | 2015-10-23 | $2,990 | $5,250 | -$2,260 | -$2,260 | |
| BESSEMER-VIACOM INC-CLASS B | P | 2014-05-27 | $1,030 | $1,284 | -$254 | -$254 | ||
| BESSEMER-YUM! BRANDS INC | P | $7,308 | $6,168 | $1,140 | $1,140 | |||
| BESSEMER-ADR TIME PARTICIPACOES SA | P | $785 | $1,594 | -$809 | -$809 | |||
| BESSEMER-AETNA INC NEW COM | P | $16,614 | $8,229 | $8,385 | $8,385 | |||
| BESSEMER-AMERICAN INTERNATIONAL GROUP | P | $3,835 | $3,156 | $679 | $679 | |||
| BESSEMER-AMERICAN WATER WORKS CO INC | P | $9,061 | $7,005 | $2,056 | $2,056 | |||
| bESSEMER-APPLE INC | P | 2013-08-26 | 2015-03-18 | $5,085 | $2,885 | $2,200 | $2,200 | |
| BESSEMER-AVAGO TECHNOLOGIES LTD | P | $4,345 | $1,340 | $3,005 | $3,005 | |||
| BESSEMER-BNP PARIBAS ADR | P | $3,854 | $3,685 | $169 | $169 | |||
| BESSEMER-BRIDGESTONE CORP | P | $4,286 | $4,014 | $272 | $272 | |||
| BESSEMER-BRITISH SKY BROADCAST PLC SPONS ADR | P | $3,158 | $3,152 | $6 | $6 | |||
| BESSEMER-CITIGROUP INC | P | 2012-08-21 | 2015-03-18 | $2,134 | $1,232 | $902 | $902 | |
| BESSEMER-CUMMINS INC COM | P | $3,609 | $3,886 | -$277 | -$277 | |||
| BESSEMER-DAIHATSU MTR UNSPONS ADR | P | 2012-12-28 | $4,356 | $5,973 | -$1,617 | -$1,617 | ||
| BESSEMER-DBS GROUP HOLDINGS LIMITED SPONS ADR | P | 2014-01-17 | $3,372 | $3,013 | $359 | $359 | ||
| BESSEMER-DOLLAR GENERAL CORPORATION | P | $8,411 | $5,383 | $3,028 | $3,028 | |||
| BESSEMER-HITACHI LTD SPONS ADR | P | 2014-01-17 | $4,855 | $6,277 | -$1,422 | -$1,422 | ||
| BESSEMER-ILLINOIS TOOL WKS INC COM | P | 2015-03-18 | $1,468 | $1,154 | $314 | $314 | ||
| BESSEMER-ITOCHU CORP | P | $4,502 | $4,863 | -$361 | -$361 | |||
| BESSEMER-J SAINSBURY PLC-SPONS ADR | P | 2015-03-18 | $1,358 | $1,984 | -$626 | -$626 | ||
| BESSEMER-KDDI CORP COM | P | 2013-10-17 | $5,366 | $4,196 | $1,170 | $1,170 | ||
| BESSEMER-KIRBY CORP COM | P | $1,464 | $2,190 | -$726 | -$726 | |||
| BESSEMER-L BRANDS, INC. | P | 2015-01-13 | $2,201 | $1,460 | $741 | $741 | ||
| BESSEMER-LORILLARD INC | P | 2015-02-23 | $4,461 | $2,905 | $1,556 | $1,556 | ||
| BESSEMER-MORGAN STANLEY GROUP INC | P | $4,479 | $3,628 | $851 | $851 | |||
| BESSEMER-NIELSEN HOLDINGS NV | P | 2013-02-26 | 2015-03-18 | $1,292 | $987 | $305 | $305 | |
| BESSEMER-NIKE INC CL B | P | 2014-09-09 | 2015-09-23 | $3,470 | $2,460 | $1,010 | $1,010 | |
| BESSEMER-NXP SEMICONDUCTORS NV | P | 2015-03-18 | $3,118 | $1,736 | $1,382 | $1,382 | ||
| BESSEMER-OLD WESTBURY LARGE CAP STRATEGIES FD | P | 2015-03-18 | $50,000 | $49,750 | $250 | $250 | ||
| BESSEMER-OLD WESTBURY SMALL AND MID CAP FUND | P | 2015-03-18 | $29,654 | $29,256 | $398 | $398 | ||
| BESSEMER-PANDORA A/S SPONS ADR | P | $3,433 | $2,204 | $1,229 | $1,229 | |||
| BESSEMER-PFIZER INCORPORATED | P | $7,808 | $6,719 | $1,089 | $1,089 | |||
| BESSEMER-QUALCOMM INCORPORATED | P | $10,572 | $10,404 | $168 | $168 | |||
| BESSEMER-RSA INSURANCE GROUP PLC SPONS ADR | P | $6,549 | $7,204 | -$655 | -$655 | |||
| BESSEMER-SKANDINAVISKA ENSKILDA BANKEN ADR | P | $3,952 | $3,810 | $142 | $142 | |||
| BESSEMER-SUMITOMO METAL MINING UNSPONS ADR | P | $2,719 | $2,914 | -$195 | -$195 | |||
| BESSEMER-SVENSKA CELLULOSA AB | P | $4,251 | $4,861 | -$610 | -$610 | |||
| BESSEMER-TERADATA CORP | P | $5,009 | $7,337 | -$2,328 | -$2,328 | |||
| BESSEMER-THERMO FISHER SCIENTIFIC INC | P | 2013-10-17 | 2015-03-18 | $2,635 | $1,916 | $719 | $719 | |
| BESSEMER-TOKYO GAS CO LTD UNSPONS ADR | P | 2012-03-06 | $6,194 | $4,960 | $1,234 | $1,234 | ||
| BESSEMER-UNION PACIFIC CORP COM | P | 2013-09-24 | $4,566 | $3,183 | $1,383 | $1,383 | ||
| BESSEMER-VALERO ENERGY CORP COM | P | 2014-01-16 | $4,977 | $3,827 | $1,150 | $1,150 | ||
| BESSEMER-VIACOM INC-CLASS B | P | $7,477 | $10,062 | -$2,585 | -$2,585 | |||
| BESSEMER-WILMAR INTERNATIONAL UNSPONS ADR | P | 2015-03-18 | $567 | $686 | -$119 | -$119 | ||
| BESSEMER-YUM! BRANDS INC | P | 2014-09-09 | 2015-12-09 | $2,606 | $2,524 | $82 | $82 | |
| BESSEMER-ZIMMER BIOMET HOLDINGS, INC | P | 2013-10-17 | 2015-03-18 | $3,538 | $2,632 | $906 | $906 | |
| BESSEMER-ACE LIMITED | P | 2011-05-03 | $4,532 | $2,677 | $1,855 | $1,855 | ||
| BESSEMER-ADR TIM PARTICIPACOES SA | P | 2012-03-06 | $1,535 | $3,651 | -$2,116 | -$2,116 | ||
| BESSEMER-CHINA PETE & CHEM CORP SPON ADR | P | 2012-03-06 | 2015-10-20 | $1,183 | $1,284 | -$101 | -$101 | |
| BESSEMER-CHINA TELECOM CORP LTD-ADR | P | 2012-03-06 | $7,387 | $6,160 | $1,227 | $1,227 | ||
| BESSEMER-CONOCOPHILLIPS | P | 2012-03-06 | 2015-03-18 | $2,794 | $2,612 | $182 | $182 | |
| BESSEMER-CVS HEALTH CORPORATION | P | 2012-03-06 | 2015-03-18 | $2,558 | $1,122 | $1,436 | $1,436 | |
| BESSEMER-IMPERIAL TOBACCO GROUP ADR | P | 2012-03-06 | $8,405 | $7,641 | $764 | $764 | ||
| BESSEMER-ITOCHU CORP | P | 2012-03-06 | $4,174 | $3,692 | $482 | $482 | ||
| BESSEMER-MACY'S INC | P | 2012-03-06 | $5,736 | $3,168 | $2,568 | $2,568 | ||
| BESSEMER-MYLAN INC | P | 2013-11-11 | 2015-03-03 | $15,764 | $12,277 | $3,487 | $3,487 | |
| BESSEMER-OLD WESTBURY SMALL AND MID CAP FUND | P | $130,346 | $98,847 | $31,499 | $31,499 | |||
| RELATIONAL FUND | P | $151,542 | $151,542 | |||||
| RELATIONAL FUND | P | -$21,261 | -$21,261 | |||||
| Capital Gains Dividends | P | $50,134 | $50,134 | $50,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $312,230 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $438,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,594,774 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $530,057 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,790,713 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091536 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $403,780 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,803,014 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084068 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $474,701 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,669,286 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.101665 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $535,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,539,677 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.117850 | DistributionYr5Rt |
| Total Distribution | 0.461611 | TotalDistributionRt |
| Average Distribution | 0.092322 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,167,251 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $569,373 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,114 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $572,487 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $532,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,227 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,227 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,487 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,487 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,260 | OverpaymentAmt |
| Applied To ES Tax | $8,260 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| 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 | Chairman | 1.00 | $0 | $0 | $0 |
| BRENT BALLARD | ||||||||
| 1405 EAST SIXTH STREET | cleveland | OH | 44114 | SECRETARY | 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 | $6,165,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,277 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,261,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,261,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,918 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,167,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $308,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $308,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,227 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,227 | TotalTaxAmt |
| Distributable Before Adj | $302,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $302,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $302,136 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $532,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $532,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $532,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $302,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $311,805 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $251,451 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $166,532 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $252,492 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $123,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,105,430 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $532,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $302,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $230,364 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,335,794 | 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 | $311,805 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,023,989 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $251,451 | ExcessFromYear4Amt |
| Excess From Year3 | $166,532 | ExcessFromYear3Amt |
| Excess From Year2 | $252,492 | ExcessFromYear2Amt |
| Excess From Year1 | $123,150 | ExcessFromYear1Amt |
| Excess From Current Year | $230,364 | 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 (5 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 | $7,500 |
| Gilmour Academy-Figgie Field Ball Park | |||||||
| 34001 Cedar Rd | gates mills | OH | 44040 | NONE | EXEMPT | TO FUND THE GILMOUR ACADEMY BASEBALL FIELD | $275,000 |
| RONALD MCDONALD HOUSE OF CLEVELAND | |||||||
| 10415 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | RONALD MCDONALD HOUSE | $50,000 |
| COATS FOR KIDS | |||||||
| 6200 OAK TREE BLVD | INDEPENDENCE | OH | 44131 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION | $100,000 |
| UNIVERSITY HOSPITALS HOSPICE | |||||||
| 1110 EUCLID AVE MCCO 5062 | CLEVELAND | OH | 44106 | NONE | EXEMPT | TO SUPPORT THE UNIVERSITY HOSPITALS HOSPICE CENTER | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $532,500 | 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 | $335 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $312,230 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $379,295 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $379,295 | 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 Person | CLARK-RELIANCE CORPORATION | ContributorPersonNm |
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 | $31,250 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DELOITTE TAX LLP | CategoryTxt |
| Amt | $9,585 | Amt |
| Net Investment Income | $9,585 | 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 | $764,123 | $1,113,530 |
| WILMINGTON TRUST - BESSEMER | $1,721,963 | $1,934,395 |
| WILMINGTON TRUST | $0 | $25 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,509,238 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,509,238 | 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 | $0 | BookValueAmt |
| EOYFMV | $10,008 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,946 | LegalFeesAmt |
| Net Investment Income | $6,946 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $31 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $51,033 | Amt |
| Net Investment Income | $51,033 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF OHIO TAX | $200 | $0 | $0 |
| FEDERAL TAX PAYMENTS | $16,850 | $0 | $0 |
| FOREIGN TAX | $368 | $368 | $0 |
Comments