FIGGIE FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FIGGIE FAMILY CHARITABLE FOUNDATION INC (EIN 34-1945280)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-03
- IRS object ID
- 201412159349100051
- Schema version
- 2013v3.0
- 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
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-03T17:36:27-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE SUITE 3300 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441141291 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 30100 CHAGRIN BLVD SUITE 380 | AddressLine1 |
| City | PEPPER PIKE | City |
| State | OH | State |
| ZIP Code | 441245777 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY FIGGIE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2165141500 | PhoneNum |
| Signature | 2014-08-03 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,475,048 | 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 | $545,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $809 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $809 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $103,452 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,452 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $569,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $615,191 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $569,141 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,218,402 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $673,402 | 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 |
| Accounting Fees Rev And Expnss | $20,115 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,058 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,057 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,038 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,038 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,906 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,906 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,030 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $830 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,832 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,057 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $520,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $520,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $605,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,832 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $530,057 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $613,313 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $598,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,796 | CashBOYAmt |
| Cash EOY | $30,481 | CashEOYAmt |
| Cash EOYFMV | $30,481 | CashEOYFMVAmt |
| US Government Obligations BOY | $153,221 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $24,114 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,114 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,625,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,792,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,592,737 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,645,797 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,216,806 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,827,716 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,450,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,063,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,475,048 | 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 | $1,971,176 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,584,489 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,450,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,063,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,450,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,063,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,450,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $613,313 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,063,492 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,063,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| BESSEMER AETNA INC - 75 SHARES | P | 2013-06-17 | $4,630 | $3,378 | $1,252 | $1,252 | |
| BESSEMER AIR PRODUCTS & CHEMICALS - 10 SHARES | P | 2013-08-19 | $1,014 | $963 | $51 | $51 | 2013-07-17 |
| BESSEMER AKZO NOBEL - 191 SHARES | P | 2013-01-14 | $4,299 | $3,486 | $813 | $813 | 2012-03-06 |
| BESSEMER AKZO NOBEL - 2 SHARES | P | 2013-01-15 | $46 | $37 | $9 | $9 | 2012-03-06 |
| BESSEMER BNP PARIBAS - 45 SHARES | P | 2013-09-24 | $1,544 | $1,230 | $314 | $314 | 2013-03-21 |
| BESSEMER BNP PARIBAS - 5 SHARES | P | 2013-09-25 | $173 | $137 | $36 | $36 | 2013-03-21 |
| BESSEMER DOLLAR GENERAL CORP - 75 SHARES | P | 2013-09-24 | $4,365 | $3,258 | $1,107 | $1,107 | 2013-01-11 |
| BESSEMER EMBRAER SA | P | 2013-08-27 | $33 | $39 | -$6 | -$6 | 2013-07-17 |
| BESSEMER EMBRAER SA - 2 SHARES | P | 2013-08-28 | $65 | $78 | -$13 | -$13 | 2013-07-17 |
| BESSEMER EMBRAER SA - 4 SHARES | P | 2013-08-29 | $130 | $155 | -$25 | -$25 | 2013-07-17 |
| BESSEMER EMBRAER SA - 3 SHARES | P | 2013-08-30 | $98 | $116 | -$18 | -$18 | 2013-07-17 |
| BESSEMER EMBRAER SA - 1 SHARE | P | 2013-08-30 | $33 | $39 | -$6 | -$6 | 2013-07-17 |
| BESSEMER EMBRAER SA - 6 SHARES | P | 2013-08-30 | $197 | $233 | -$36 | -$36 | 2013-07-17 |
| BESSEMER EMBRAER SA - 4 SHARES | P | 2013-09-03 | $132 | $155 | -$23 | -$23 | 2013-07-17 |
| BESSEMER EMBRAER SA - 3 SHARES | P | 2013-09-03 | $99 | $116 | -$17 | -$17 | 2013-07-17 |
| BESSEMER EMBRAER SA - 2 SHARES | P | 2013-09-04 | $65 | $78 | -$13 | -$13 | 2013-07-17 |
| BESSEMER EMBRAER SA - 4 SHARES | P | 2013-09-04 | $133 | $155 | -$22 | -$22 | 2013-07-17 |
| BESSEMER NIELSEN HOLDINGS - 7 SHARES | P | 2013-11-11 | $280 | $241 | $39 | $39 | 2013-06-14 |
| BESSEMER NIELSEN HOLDINGS - 10 SHARES | P | 2013-11-11 | $397 | $344 | $53 | $53 | 2013-06-14 |
| BESSEMER NIELSEN HOLDINGS - 17 SHARES | P | 2013-11-12 | $675 | $585 | $90 | $90 | 2013-06-14 |
| BESSEMER NIELSEN HOLDINGS - 19 SHARES | P | 2013-11-12 | $757 | $654 | $103 | $103 | 2013-06-14 |
| BESSEMER NIELSEN HOLDINGS - 7 SHARES | P | 2013-11-13 | $279 | $241 | $38 | $38 | 2013-06-14 |
| BESSEMER NIELSEN HOLDINGS - 3 SHARES | P | 2013-11-13 | $120 | $103 | $17 | $17 | 2013-06-14 |
| BESSEMER NIELSEN HOLDINGS - 16 SHARES | P | 2013-11-14 | $640 | $545 | $95 | $95 | |
| BESSEMER NIELSEN HOLDINGS - 21 SHARES | P | 2013-09-24 | $840 | $691 | $149 | $149 | 2013-02-26 |
| BESSEMER VIACOM INC - 75 SHARES | P | 2013-09-24 | $6,228 | $4,877 | $1,351 | $1,351 | |
| BESSEMER VODAFONE GROUP PLC | P | 2013-09-11 | $463 | $411 | $52 | $52 | 2013-07-17 |
| BESSEMER VODAFONE GROUP PLC - 15 SHARES | P | 2013-09-12 | $499 | $441 | $58 | $58 | 2013-07-17 |
| BESSEMER VODAFONE GROUP PLC - 16 SHARES | P | 2013-09-13 | $537 | $470 | $67 | $67 | 2013-07-17 |
| BESSEMER WASTE MANAGEMENT - 74 SHARES | P | 2013-04-08 | $2,847 | $2,590 | $257 | $257 | 2012-08-06 |
| BESSEMER ACCENTURE PLC - 125 SHARES | P | 2013-03-21 | $9,300 | $7,441 | $1,859 | $1,859 | 2012-03-06 |
| BESSEMER ADR TIM PARTICIACOES - 57 SHARES | P | 2013-10-17 | $1,542 | $1,639 | -$97 | -$97 | 2012-03-06 |
| BESSEMER ADR TIM PARTICIACOES - 36 SHARES | P | 2013-10-18 | $977 | $1,035 | -$58 | -$58 | 2012-03-06 |
| BESSEMER ADR TIM PARTICIACOES - 57 SHARES | P | 2013-10-21 | $1,526 | $1,639 | -$113 | -$113 | 2012-03-06 |
| BESSEMER ASSOCIATED BRIT FOODS - 373 SHARES | P | 2013-03-11 | $10,319 | $7,038 | $3,281 | $3,281 | 2012-03-07 |
| BESSEMER AVAGO TECHNOLOGIES - 50 SHARES | P | 2013-11-11 | $2,208 | $1,719 | $489 | $489 | 2012-10-02 |
| BESSEMER BARRICK GOLD - 225 SHARES | P | 2013-05-03 | $4,493 | $10,269 | -$5,776 | -$5,776 | 2012-03-06 |
| BESSEMER BHP BILLITON - 91 SHARES | P | 2013-08-01 | $5,215 | $5,524 | -$309 | -$309 | 2012-03-06 |
| BESSEMER CHINA PETE & CHEM - .1 SHARES | P | 2013-07-24 | $8 | $9 | -$1 | -$1 | 2012-03-06 |
| BESSEMER COACH INC - 125 SHARES | P | 2013-10-18 | $6,769 | $6,963 | -$194 | -$194 | 2012-10-02 |
| BESSEMER DTE ENERGY - 64 SHARES | P | 2013-09-27 | $4,277 | $3,452 | $825 | $825 | 2012-03-06 |
| BESSEMER EAST JAPAN RAILWAY - 960 SHARES | P | 2013-04-09 | $13,419 | $10,580 | $2,839 | $2,839 | 2012-03-07 |
| BESSEMER ENI SPA - 75 SHARES | P | 2013-09-25 | $3,483 | $3,385 | $98 | $98 | 2012-03-06 |
| BESSEMER EXELON CORP - 179 SHARES | P | 2013-06-17 | $5,493 | $6,936 | -$1,443 | -$1,443 | 2012-03-06 |
| BESSEMER GENERAL DYNAMICS CORP - 69 SHARES | P | 2013-03-22 | $4,773 | $4,886 | -$113 | -$113 | 2012-03-06 |
| BESSEMER JOHNSON & JOHNSON - 112 SHARES | P | 2013-05-03 | $9,598 | $7,202 | $2,396 | $2,396 | 2012-03-06 |
| BESSEMER KONINKLIJKE AHOLD - 575 SHARES | P | 2013-08-29 | $9,569 | $7,550 | $2,019 | $2,019 | 2012-03-06 |
| BESSEMER MAGNA INTERNATIONAL - 134 SHARES | P | 2013-04-10 | $7,698 | $6,124 | $1,574 | $1,574 | 2012-03-06 |
| BESSEMER MARATHON OIL - 125 SHARES | P | 2013-09-25 | $4,445 | $4,034 | $411 | $411 | 2012-03-06 |
| BESSEMER MICROSOFT CORP - 485 SHARES | P | 2013-09-24 | $16,003 | $15,331 | $672 | $672 | 2012-03-06 |
| BESSEMER NEWMONT MINING CORP - 206 SHARES | P | 2013-03-07 | $8,274 | $11,758 | -$3,484 | -$3,484 | 2012-03-06 |
| BESSEMER NORDEA BANK - 625 SHARES | P | 2013-08-05 | $7,674 | $5,716 | $1,958 | $1,958 | 2012-03-07 |
| BESSEMER OLD WESTBURY - 9155.1750 SHARES | P | 2013-06-17 | $73,883 | $65,826 | $8,057 | $8,057 | 2012-03-07 |
| BESSEMER SSE PLC - 282 SHARES | P | 2013-06-20 | $6,678 | $5,836 | $842 | $842 | 2012-03-07 |
| BESSEMER SUMITOMO TRUST - 1500 SHARES | P | 2013-03-22 | $12,412 | $9,870 | $2,542 | $2,542 | 2012-03-06 |
| BESSEMER SUNCORP GROUP - 785 SHARES | P | 2013-04-17 | $9,599 | $6,507 | $3,092 | $3,092 | 2012-03-07 |
| BESSEMER TEVA PHARM - 239 SHARES | P | 2013-11-12 | $8,916 | $10,693 | -$1,777 | -$1,777 | 2012-03-06 |
| BESSEMER UNITEDHEALTH - 158 SHARES | P | 2013-08-27 | $10,934 | $8,560 | $2,374 | $2,374 | 2012-03-06 |
| BESSEMER WASTE MANAGEMENT - 103 SHARES | P | 2013-08-29 | $4,122 | $3,535 | $587 | $587 | 2012-08-06 |
| BESSEMER OLD WESTBURY REAL RET - 7599.067 SHARES | P | 2013-05-24 | $65,200 | $102,104 | -$36,904 | -$36,904 | |
| BESSEMER OLD WESTBURY STRATEGIC - 6734.434 SHARES | P | 2013-04-04 | $53,000 | $64,987 | -$11,987 | -$11,987 | 2008-04-28 |
| BESSEMER OLD WESTBURY STRATEGIC - 14388.815SHARES | P | 2013-10-04 | $116,118 | $122,054 | -$5,936 | -$5,936 | |
| HILLIARD WALGREEN CO | P | 2013-01-04 | $50,299 | $52,098 | -$1,799 | -$1,799 | |
| RELATIONAL FUND | P | $187,829 | $187,829 | ||||
| RELATIONAL FUND | P | $374,267 | $374,267 | ||||
| CAPITAL GAINS DIVIDENDS | P | $35,349 | $35,349 | $35,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $569,141 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $403,780 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,803,014 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084068 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $474,701 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,669,286 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.101665 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $535,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,539,677 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.117850 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $410,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,836,269 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.106875 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $323,510 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,883,691 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083300 | DistributionYr5Rt |
| Total Distribution | 0.493758 | TotalDistributionRt |
| Average Distribution | 0.098752 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,790,713 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $571,844 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,986 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $577,830 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $530,057 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,971 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,971 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,971 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,001 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,501 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,530 | OverpaymentAmt |
| Applied To ES Tax | $3,530 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY F FIGGIE | ||||||||
| 30100 CHAGRIN BLVD STE 380 | PEPPER PIKE | OH | 44124 | PRESIDENT, TRUSTEE | 1.00 | $0 | $0 | $0 |
| MATTHEW P FIGGIE | ||||||||
| 30100 CHAGRIN BLVD STE 380 | PEPPER PIKE | OH | 44124 | 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 | $5,848,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,168 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,878,896 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,878,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,790,713 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $289,536 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $289,536 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,971 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,971 | TotalTaxAmt |
| Distributable Before Adj | $277,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $277,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $277,565 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $530,057 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $530,057 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $530,057 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $277,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $217,138 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $311,805 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $251,451 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $166,532 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $946,926 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $530,057 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $277,565 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $252,492 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,199,418 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,199,418 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $217,138 | ExcessFromYear4Amt |
| Excess From Year3 | $311,805 | ExcessFromYear3Amt |
| Excess From Year2 | $251,451 | ExcessFromYear2Amt |
| Excess From Year1 | $166,532 | ExcessFromYear1Amt |
| Excess From Current Year | $252,492 | 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 | 30100 CHAGRIN BLVD SUITE 380 | AddressLine1 |
| City | PEPPER PIKE | City |
| State | OH | State |
| ZIP Code | 44124 | ZIPCode |
| 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT | ST. JUDE CHILDERN'S HOSPITAL | $100,000 |
| RONALD MCDONALD HOUSE OF CLEVELAND | |||||||
| 10415 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | RONALD MCDONALD HOUSE | $50,000 |
| UNIVERSITY HOSPITAL | |||||||
| 111100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | BARRY EFFRONEDUCATIONAL | $250,000 |
| COATS FOR KIDS - CLEVELAND | |||||||
| PO BOX 74767 | CLEVELAND | OH | 44194 | NONE | EXEMPT | TO SUPPORT THE ANNUAL DRIVE PUT ON BY WTAM 1100. | $100,000 |
| DETROIT SHOREWAY COMMUNITY DEVELOPMENT ORG | |||||||
| 6516 DETROIT AVENUE | CLEVELAND | OH | 44102 | NONE | EXEMPT | TO SUPPORT THE FURTHER DEVELOPMENT OF AN EMERGING CLEVELAND NEIGHBORHOOD. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $520,000 | 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 | $809 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,452 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $569,141 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $673,402 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $673,402 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CLARK-RELIANCE CORPORATION | ||||||
| 1 | 16633 FOLTZ INDUSTRIAL PARKWAY | STRONGSVILLE | OH | 44149 | $25,000 | Yes (X) |
| NANCY F FIGGIE | ||||||
| 2 | 37001 SHAKER BOULEVARD | HUNTING VALLEY | OH | 44022 | $520,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $20,115 | Amt |
| Net Investment Income | $10,058 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,057 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILMINGTON TRUST - HILLIARD LYONS | $685,498 | $1,118,386 |
| WILMINGTON TRUST - BESSEMER | $2,106,593 | $2,474,351 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $24,114 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,114 | 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 | $2,216,806 | BookValueAmt |
| EOYFMV | $2,827,716 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $62,038 | Amt |
| Net Investment Income | $62,038 | 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 | AddressLine1 |
| City | PEPPER PIKE | City |
| State | OH | State |
| ZIP Code | 441245777 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $830 | $830 | $0 |
| STATE OF OHIO TAX | $200 | $0 | $0 |
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