FIGGIE FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FIGGIE FAMILY CHARITABLE FOUNDATION INC (EIN 34-1945280)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-20
- IRS object ID
- 201522939349100407
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-20T11:48:56-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 CO NANCY F FIGGIE | 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 | 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 | 2015-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAWN ARFONS | PreparerPersonNm |
| PTIN | P00956568 | PTIN |
| Phone | 2165891300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $6,400,597 | 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 | $78,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $255 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $255 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $689,359 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $934,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $689,359 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $871,647 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $792,897 | 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 |
| Other Prof Fees Rev And Expnss | $71,406 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,406 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,310 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,310 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,921 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $721 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $438,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $438,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $529,137 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $438,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $342,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $719,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,481 | CashBOYAmt |
| Cash EOY | $28,533 | CashEOYAmt |
| Cash EOYFMV | $23,533 | CashEOYFMVAmt |
| US Government Obligations BOY | $24,114 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,439,515 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,439,515 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,792,091 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,522,511 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,343,420 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,216,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,415,443 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,594,129 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,063,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,406,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,400,597 | 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 | $2,584,489 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,926,999 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,063,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,406,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,063,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,406,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,063,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $342,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,406,002 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,406,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HILLIARD-ISHARES 1-3 YEAR TREASURY BOND ETF | P | 2009-10-01 | 2014-03-17 | $101,388 | $100,788 | $600 | $600 |
| BESSEMER-ACCENTURE PLC-CLA | P | 2013-10-17 | 2014-01-16 | $419 | $363 | $56 | $56 |
| BESSEMER-AVAGO TECHNOLOGIES LTD | P | 2013-09-30 | 2014-05-27 | $2,116 | $1,288 | $828 | $828 |
| BESSEMER-CHINA CONSTR BK CORP UNSPONS ADR | P | 2013-10-17 | 2014-03-25 | $199 | $234 | -$35 | -$35 |
| BESSEMER-LORILLARD INC | P | 1920-06-25 | $1,527 | $1,120 | $407 | $407 | |
| BESSEMER-NIKON CORP UNSPONS ADR | P | $4,930 | $7,622 | -$2,692 | -$2,692 | ||
| BESSEMER-NXPSEMICONDUCTORS NV | P | $3,151 | $3,366 | -$215 | -$215 | ||
| BESSEMER-OLD WESTBURY REAL RETURN RF | P | 2014-05-29 | 2014-12-10 | $17,426 | $22,000 | -$4,574 | -$4,574 |
| BESSEMER-SWATCH GROUP AG UNSPONS ADR | P | 2013-09-25 | 2014-09-10 | $3,921 | $4,843 | -$922 | -$922 |
| BESSEMER-TELE2 AB UNSPONS ADR | P | $3,496 | $3,789 | -$293 | -$293 | ||
| BESSEMER-THERMO FISHER SCIENTIFIC INC | P | 2013-10-17 | 2014-02-07 | $5,828 | $4,791 | $1,037 | $1,037 |
| BESSEMER-VALERO ENERGY CORP COM | P | 2014-01-16 | 2014-12-17 | $238 | $255 | -$17 | -$17 |
| BESSEMER-WALGREEN COMPANY COMMON | P | 2014-01-16 | 2014-09-09 | $315 | $299 | $16 | $16 |
| BESSEMER-WEIR GROUP PLC UNSPONS ADR | P | $2,670 | $2,433 | $237 | $237 | ||
| BESSEMER-WHITING PETROLEUM CORPORATION | P | $3,133 | $7,774 | -$4,641 | -$4,641 | ||
| BESSEMER-ZIMMER HOLDINGS INC COMMON | P | 2013-10-17 | 2014-05-28 | $514 | $439 | $75 | $75 |
| BESSEMER-AVAGO TECHNOLOGIES LTD | P | $6,797 | $3,592 | $3,205 | $3,205 | ||
| BESSEMER-BNP PARIBAS ADR | P | $474 | $410 | $64 | $64 | ||
| BESSEMER-CITIGROUP INC | P | 2012-08-21 | 2014-12-17 | $258 | $154 | $104 | $104 |
| BESSEMER-DOLLAR GENERAL CORPORATION | P | 2013-01-11 | 2014-12-17 | $1,042 | $652 | $390 | $390 |
| BESSEMER-ILLINOIS TOOL WKS INC COM | P | $4,009 | $3,138 | $871 | $871 | ||
| BESSEMER-JSAINSBURY PLC-SPONS ADR | P | $1,179 | $1,784 | -$605 | -$605 | ||
| BESSEMER-L BRANDS, INC | P | $6,470 | $5,686 | $784 | $784 | ||
| BESSEMER-LORILLARD INC | P | 2013-09-24 | 2014-12-17 | $616 | $448 | $168 | $168 |
| BESSEMER-NIELSEN HOLDINGS NV | P | 2013-02-26 | 2014-12-17 | $217 | $164 | $53 | $53 |
| BESSEMER-OLD WESTBURY LARGE CAP STRATEGIES FD | P | 2013-10-04 | 2014-12-17 | $65,158 | $60,280 | $4,878 | $4,878 |
| BESSEMER-OLD WESTBURY REAL RETURN RF | P | 2012-12-11 | 2014-12-10 | $323 | $422 | -$99 | -$99 |
| BESSEMER-OLD WESTBURY SMALL AND MID CAP FUND | P | $56,277 | $49,675 | $6,602 | $6,602 | ||
| BESSEMER-OLD WESTBURY STRATEGIC OPP FD | P | 2012-12-18 | 2014-12-17 | $13,018 | $12,195 | $823 | $823 |
| BESSEMER-PFIZER INC | P | 2014-12-17 | $773 | $731 | $42 | $42 | |
| BESSEMER-SUMITOMO METAL MINING UNSPONS ADR | P | $3,869 | $3,495 | $374 | $374 | ||
| BESSEMER-TARGET CORP COM | P | 2013-03-21 | 2014-06-25 | $1,452 | $1,699 | -$247 | -$247 |
| BESSEMER-TELE2 AB UNSPONS ADR | P | $4,891 | $6,162 | -$1,271 | -$1,271 | ||
| BESSEMER-TOKYO GAS CO LTD UNSPONS ADR | P | 2012-03-06 | 2014-12-17 | $314 | $286 | $28 | $28 |
| BESSEMER-VOLKSWAGEN AG-SPONS ADR PFD | P | 2014-10-30 | $6,061 | $6,883 | -$822 | -$822 | |
| BESSEMER-WALGREEN COMPANY COMMON | P | 2013-07-17 | 2014-09-09 | $2,833 | $2,237 | $596 | $596 |
| BESSEMER-WEIR GROUP PLC UNSPONS ADR | P | $7,445 | $6,040 | $1,405 | $1,405 | ||
| BESSEMER-ZIMMER HOLDINGS INC COMMON | P | 2013-10-17 | 2014-12-17 | $3,858 | $3,071 | $787 | $787 |
| BESSEMER-ACCENTURE PLC-CLA | P | 2012-03-06 | 2014-01-16 | $5,275 | $3,750 | $1,525 | $1,525 |
| BESSEMER-ACE LIMITED | P | $20,768 | $13,385 | $7,383 | $7,383 | ||
| BESSEMER-ALLIANZ SE-ADR | P | 2012-03-06 | 2014-03-21 | $6,637 | $4,504 | $2,133 | $2,133 |
| BESSEMER-CENTURYLINK INC | P | 2012-03-06 | 2014-07-29 | $5,699 | $5,485 | $214 | $214 |
| BESSEMER-CHINA CONSTR BK CORP UNSPONS ADR | P | $11,176 | $12,721 | -$1,545 | -$1,545 | ||
| BESSEMER-CONOCOPHILLIPS | P | 2012-03-06 | 2014-12-17 | $665 | $581 | $84 | $84 |
| BESSEMER-CVS HEALTH CORPORATION | P | $4,742 | $2,469 | $2,273 | $2,273 | ||
| BESSEMER-ENI SPA-SONS ADR | P | $6,718 | $5,732 | $986 | $986 | ||
| BESSEMER-IBM CORPORATION | P | $10,944 | $12,046 | -$1,102 | -$1,102 | ||
| BESSEMER-IMPERIAL TOBACCO GROUP ADR | P | 2012-03-06 | 2014-09-10 | $4,355 | $3,939 | $416 | $416 |
| BESSEMER-MACY'S INC | P | 2012-03-06 | 2014-02-07 | $5,296 | $3,727 | $1,569 | $1,569 |
| BESSEMER-MARATHON OIL CORP | P | $4,542 | $4,324 | $218 | $218 | ||
| BESSEMER-MUENCHENER RUECKVERSICHERUNGS | P | $18,373 | $11,939 | $6,434 | $6,434 | ||
| BESSEMER-OLD WESTBURY LARGE CAP STRATEGIES FD | P | $48,274 | $48,276 | -$2 | -$2 | ||
| BESSEMER-OLD WESTBURY REAL RETURN RF | P | $77,818 | $114,283 | -$36,465 | -$36,465 | ||
| BESSEMER-OLD WESTBURY SMALL AND MID CAP FUND | P | $86,723 | $82,035 | $4,688 | $4,688 | ||
| BESSEMER-OLD WESTBURY STRATEGIC OPP FD | P | 2014-12-31 | $76,982 | $66,123 | $10,859 | $10,859 | |
| BESSEMER-SANOFI-ADR | P | $14,059 | $11,340 | $2,719 | $2,719 | ||
| BESSEMER-TARGET CORP COM | P | 2012-03-06 | 2014-06-25 | $6,213 | $6,044 | $169 | $169 |
| BESSEMER-TOTAL SA SPONSORED ADR | P | $13,587 | $11,388 | $2,199 | $2,199 | ||
| RELATIONAL FUND | P | $92,182 | $92,182 | ||||
| RELATIONAL FUND | P | $513,911 | $513,911 | ||||
| HILLIARD-ISHARES 1-3 YEAR TREASURY BOND ETF | P | 2014-03-17 | $96,312 | $96,515 | -$203 | -$203 | |
| CAPITAL GAINS DIVIDENDS | P | $70,717 | $70,717 | $70,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $689,359 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $530,057 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,790,713 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091536 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $403,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,803,014 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084068 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $474,701 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,669,286 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.101665 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $535,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,539,677 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.117850 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $410,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,836,269 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.106875 | DistributionYr5Rt |
| Total Distribution | 0.501994 | TotalDistributionRt |
| Average Distribution | 0.100399 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,594,774 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $662,109 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,195 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $669,304 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $438,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,389 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,389 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,389 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,030 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $6,250 | AppliedToEsTaxAmt |
| Total Payments And Credits | $18,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $3,887 | OverpaymentAmt |
| Applied To ES Tax | $3,887 | 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 | Yes (1) | 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 |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| 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 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| BRENT BALLARD | ||||||||
| 1405 EAST SIXTH STREET | CLEVELAND | OH | 44114 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BETSY FIGGIE | ||||||||
| 14665 MORGAN TRAIL | NOVELTY | OH | 44072 | DIRECTOR | 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 | $6,661,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,695,202 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,695,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,594,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $329,739 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $329,739 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,389 | TotalTaxAmt |
| Distributable Before Adj | $315,350 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $315,350 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $315,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $438,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $438,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $438,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $315,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $217,138 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $311,805 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $251,451 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $166,532 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $252,492 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,199,418 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $438,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $315,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $123,150 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,322,568 | 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 | $217,138 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,105,430 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $311,805 | ExcessFromYear4Amt |
| Excess From Year3 | $251,451 | ExcessFromYear3Amt |
| Excess From Year2 | $166,532 | ExcessFromYear2Amt |
| Excess From Year1 | $252,492 | ExcessFromYear1Amt |
| Excess From Current Year | $123,150 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DETROIT SHOREWAY COMMUNITY DEVELOPMENT ORG | |||||||
| 6516 DETROIT AVENUE | CLEVELAND | OH | 44102 | NONE | EXEMPT | TO SUPPORT THE FURTHER DEVELOPMENT OF AN EMERGING CLEVELAND NEIGHBORHOOD. | $10,000 |
| RONALD MCDONALD HOUSE OF CLEVELAND | |||||||
| 10415 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | RONALD MCDONALD HOUSE | $50,000 |
| UNIVERSITY HOSPITALS LINDA TRIVISONNO ENDOWED FUND | |||||||
| 111100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | BARRY EFFRONEDUCATIONAL | $25,000 |
| GILMOUR ACADEMY-PREP HOCKEY TEAM | |||||||
| 34001 CEDAR RD | GATES MILLS | OH | 44040 | NONE | EXEMPT | TO SUPPORT THE GILMOUR ACADEMY PREP HOCKEY TEAM | $25,000 |
| FAIRMOUNT CENTER FOR THE ARTS | |||||||
| 8400 FAIRMOUNT RD | NOVELTY | OH | 44072 | NONE | EXEMPT | TO SUPPORT THE CENTER | $2,500 |
| TAILSPINNER CHILDREN'S THEATER | |||||||
| 5209 DETROIT AVENUE | CLEVELAND | OH | 44102 | NONE | EXEMPT | TO SUPPORT THE THEATER | $1,000 |
| ST CHRISTOPHER BY-THE-RIVER | |||||||
| 7601 OLD MILL RD | GATES MILLS | OH | 44040 | NONE | EXEMPT | TO SUPPORT THE CHURCH | $50,000 |
| GILMOUR ACADEMY-FIGGIE FIELD BALL PARK | |||||||
| 34001 CEDAR RD | GATES MILLS | OH | 44040 | NONE | EXEMPT | TO FUND THE GILMOUR ACADEMY BASEBALL FIELD | $275,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $438,500 | 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 | $255 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,283 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $689,359 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $792,897 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $792,897 | 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 (3 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 | $18,750 | Yes (X) |
| NANCY F FIGGIE | ||||||
| 2 | PO BOX 910 | GATES MILLS | OH | 44040 | $50,000 | Yes (X) |
| MATTHEW P FIGGIE | ||||||
| 3 | PO BOX 850 | GATES MILLS | OH | 44040 | $10,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILMINGTON TRUST - HILLIARD LYONS | $702,139 | $1,156,355 |
| WILMINGTON TRUST - BESSEMER | $1,820,372 | $2,187,053 |
| WILMINGTON TRUST | $0 | $12 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,439,515 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,439,515 | 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 | $1,415,443 | BookValueAmt |
| EOYFMV | $1,594,129 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $71,406 | Amt |
| Net Investment Income | $71,406 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY F FIGGIE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30100 CHAGRIN BLVD SUITE 380 | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441245777 | ZIPCd |
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 | $17,000 | $0 | $0 |
| FOREIGN TAX | $721 | $721 | $0 |
Comments