FIGGIE FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FIGGIE FAMILY CHARITABLE FOUNDATION INC (EIN 34-1945280)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-19
- IRS object ID
- 201311709349100206
- Schema version
- 2012v2.1
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-19T15:18:13-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341945280 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FIGGIE FOUNDATION CO NANCY F FIGGIE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FIGG | NameControl |
| Phone | 2165141500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30100 CHAGRIN BLVD NO 380 | AddressLine1 |
| City | PEPPER PIKE | City |
| State | OH | State |
| ZIP Code | 441245777 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY FIGGIE | Name |
| Title | TRUSTEE | Title |
| Phone | 2165141500 | Phone |
| Date Signed | 2013-06-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FIONA CHAMBERS | Name |
| PTIN | P00186224 | PTIN |
| Phone | 2165891300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4952444 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 425000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1181 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1181 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 0 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 113206 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 113206 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 0 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 98064 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 464676 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 98064 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 637451 | TotalRevenueAndExpenses |
| Total Net Investment Income | 212451 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7560 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3780 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3780 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 60034 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 60034 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 1940 | InterestRevAndExpnss |
| Interest Net Invst Incm | 1940 | InterestNetInvstIncm |
| Interest Adj Net Incm | 0 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12891 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1531 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 82425 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 67285 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3780 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 400000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 400000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 482425 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 67285 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 403780 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 155026 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 145166 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 19714 | CashBOY |
| Cash EOY | 25796 | CashEOY |
| Cash EOYFMV | 25796 | CashEOYFMV |
| Investments Govt Oblig BOY | 431967 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 153221 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 153221 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2251262 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2625365 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2952532 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1592210 | InvestmentsOtherBOY |
| Investments Other EOY | 1645797 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1820895 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4295153 | TotalAssetsBOY |
| Total Assets EOY | 4450179 | TotalAssetsEOY |
| Total Assets EOYFMV | 4952444 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2479003 | CapitalStockBOY |
| Capital Stock EOY | 2479003 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1816150 | RetainedEarningsBOY |
| Retained Earnings EOY | 1971176 | RetainedEarningsEOY |
| Total Net Assets BOY | 4295153 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4450179 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4295153 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4450179 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4295153 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 155026 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4450179 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4450179 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (48 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| HILLIARD SYSCO CORP COMMON - 1500 SHARES | P | 2012-04-25 | 43126 | 45919 | -2793 | -2793 | |
| HILLIARD TEVA PHARMACEUTICAL SPONS ADR- 1200 SHARES | P | 2012-10-12 | 47393 | 41244 | 6149 | 6149 | |
| HILLIARD WALGREEN COMPANY COMMON - 150 SHARES | P | 2012-10-18 | 5400 | 6769 | -1369 | -1369 | 2007-07-19 |
| BESSEMER APPLE INC - 50 SHARES | P | 2012-01-09 | 21301 | 17444 | 3857 | 3857 | 2011-05-03 |
| BESSEMER CARNIVAL CORP - 119 SHARES | P | 2012-10-02 | 4286 | 3517 | 769 | 769 | 2012-03-06 |
| BESSEMER CENTURYLINK INC -50 SHARES | P | 2012-11-02 | 1922 | 1932 | -10 | -10 | 2012-03-06 |
| BESSEMER COMCAST CORP NEW A - 257 SHARES | P | 2012-06-06 | 7599 | 7435 | 164 | 164 | 2012-03-06 |
| BESSEMER ECOLAB INC COM - 350 SHARES | P | 2012-01-09 | 20359 | 16881 | 3478 | 3478 | 2011-08-04 |
| BESSEMER FIRSTENERGY CORP- 198 SHARES | P | 2012-07-05 | 9785 | 8848 | 937 | 937 | 2012-03-06 |
| BESSEMER FREEPORT-MCMORAN COPPER & GOLD INC - 117 SHARES | P | 2012-12-27 | 3923 | 4601 | -678 | -678 | 2012-03-06 |
| BESSEMER JOHNSON & JOHNSON - 75 SHARES | P | 2012-11-12 | 5227 | 4823 | 404 | 404 | 2012-03-06 |
| BESSEMER JOHNSON CONTROLS INC COM - 300 SHARES | P | 2012-01-09 | 9903 | 10323 | -420 | -420 | 2011-08-04 |
| BESSEMER JPMORGAN CHASE & CO- 375 SHARES | P | 2012-01-09 | 13241 | 17273 | -4032 | -4032 | 2011-05-03 |
| BESSEMER KRAFT FOODS INC CL A - 500 SHARES | P | 2012-01-09 | 18735 | 16950 | 1785 | 1785 | 2011-05-03 |
| BESSEMER MCGRAW HILL COMPANIES INC COMMON - 153 SHARES | P | 2012-12-11 | 8652 | 7011 | 1641 | 1641 | 2012-03-06 |
| BESSEMER PFIZER INC - 900 SHARES | P | 2012-03-06 | 19080 | 18450 | 630 | 630 | 2011-05-03 |
| BESSEMER PHILLIPS 66 - .5 SHARES | P | 2012-05-04 | 17 | 18 | -1 | -1 | 2012-03-06 |
| BESSEMER PHILLIPS 66 - 57 SHARES | P | 2012-07-18 | 2094 | 2087 | 7 | 7 | 2012-03-06 |
| BESSEMER TARGET CORP COM - 125 SHARES | P | 2012-08-21 | 7991 | 7061 | 930 | 930 | 2012-03-06 |
| BESSEMER WESTERN UNION COMPANY - 425 SHARES | P | 2012-12-27 | 5805 | 7280 | -1475 | -1475 | 2012-03-06 |
| BESSEMER ABERTIS INFRAESTR UNSPONS - 133 SHARES | P | 2012-08-06 | 842 | 1039 | -197 | -197 | 2012-03-07 |
| BESSEMER ABERTIS INFRAESTR UNSPONS - 131 SHARES | P | 2012-08-07 | 842 | 1023 | -181 | -181 | 2012-03-07 |
| BESSEMER ABERTIS INFRAESTR UNSPONS - 85 SHARES | P | 2012-08-08 | 544 | 664 | -120 | -120 | 2012-03-07 |
| BESSEMER ABERTIS INFRAESTR UNSPONS - 71 SHARES | P | 2012-08-09 | 450 | 554 | -104 | -104 | 2012-03-07 |
| BESSEMER AJINOMOTO INC UNSPONSORED ADR - 64 SHARES | P | 2012-10-03 | 985 | 755 | 230 | 230 | 2012-03-06 |
| BESSEMER AJINOMOTO INC UNSPONSORED ADR - 95 SHARES | P | 2012-10-04 | 1460 | 1121 | 339 | 339 | 2012-03-06 |
| BESSEMER AJINOMOTO INC UNSPONSORED ADR - 97 SHARES | P | 2012-10-05 | 1502 | 1145 | 357 | 357 | 2012-03-06 |
| BESSEMER AJINOMOTO INC UNSPONSORED ADR - 76 SHARES | P | 2012-10-09 | 1183 | 897 | 286 | 286 | 2012-03-06 |
| BESSEMER AJINOMOTO INC UNSPONSORED ADR - 110 SHARES | P | 2012-10-10 | 1694 | 1298 | 396 | 396 | 2012-03-06 |
| BESSEMER AJINOMOTO INC UNSPONSORED ADR - 158 SHARES | P | 2012-10-11 | 2387 | 1865 | 522 | 522 | 2012-03-06 |
| BESSEMER BARCLAYS PLC - SPONS ADR - 465 SHARES | P | 2012-07-18 | 4627 | 6859 | -2232 | -2232 | 2012-03-06 |
| BESSEMER DEUTSCHE POST AG - 333 SHARES | P | 2012-07-05 | 5824 | 5680 | 144 | 144 | 2012-03-07 |
| BESSEMER KONINKLIJKE PHILIPS ELEC N V NY SHR 83 SHARES | P | 2012-12-28 | 2175 | 1624 | 551 | 551 | 2012-03-06 |
| BESSEMER MERCK KGAA -ADR 132 SHARES | P | 2012-12-28 | 5771 | 4467 | 1304 | 1304 | 2012-03-06 |
| BESSEMER SK TELECOM CO LTD - ADR - 500 SHARES | P | 2012-06-06 | 5925 | 6895 | -970 | -970 | 2012-03-06 |
| BESSEMER UNILEVER NV NY SHARES - 6 SHARES | P | 2012-08-21 | 209 | 196 | 13 | 13 | 2012-03-06 |
| BESSEMER UNILEVER NV NY SHARES - 68 SHARES | P | 1922-08-21 | 2364 | 2224 | 140 | 140 | 2012-03-06 |
| BESSEMER UNILEVER NV NY SHARES - 43 SHARES | P | 2012-08-22 | 1476 | 1406 | 70 | 70 | 2012-03-06 |
| BESSEMER UNILEVER NV NY SHARES - 23 SHARES | P | 2012-08-23 | 791 | 752 | 39 | 39 | 2012-03-06 |
| BESSEMER WHARF HLDGS LTD UNSPONS ADR - 225 SHARES | P | 2012-12-28 | 3447 | 2539 | 908 | 908 | 2012-03-07 |
| BESSEMER DISNEY WALT CO - 1000 SHARES | P | 2012-01-09 | 39909 | 32130 | 7779 | 7779 | 2008-04-25 |
| BESSEMER GENERAL ELECTRIC COMPANY - 1650 SHARES | P | 2012-01-09 | 30590 | 30261 | 329 | 329 | 2010-03-25 |
| BESSEMER INTERNATIONAL PAPER CO COM -750 SHARES | P | 2012-01-09 | 23152 | 10770 | 12382 | 12382 | 2009-05-28 |
| BESSEMER PROCTER & GAMBLE CO COM - 275 SHARES | P | 2012-01-09 | 18273 | 18255 | 18 | 18 | 2008-04-25 |
| BESSEMER ST JUDE MEDICAL INC COM - 600 SHARES | P | 2012-01-31 | 24947 | 23308 | 1639 | 1639 | |
| RELATIONAL FUND | P | 11068 | 11068 | ||||
| RELATIONAL FUND | P | 25913 | 25913 | ||||
| CAPITAL GAINS DIVIDENDS | P | 27468 | 27468 | 27468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 98064 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 20549 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 474701 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4669286 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.101665 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 535000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4539677 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.117850 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 410000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3836269 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.106875 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 323510 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3883691 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.083300 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 325125 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4965050 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.065483 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.475173 | TotalDistributionRatio |
| Average Distribution Ratio | 0.095035 | AverageDistributionRatio |
| Net Noncharitable Assets | 4803014 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 456454 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1452 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 457906 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 403780 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2903 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2903 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2903 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 9904 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 9904 | TotalCreditsAndPayments |
| Overpayment | 7001 | Overpayment |
| Amount Credited To Next Year | 7001 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2165891300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 1 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | 0 | UndistrIncome4942a2NotApplied |
| Business Holdings | 1 | BusinessHoldings |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | TREASURER, TRUSTEE | 0.50 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4853400 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 22756 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4876156 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4876156 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 73142 | CashDeemedCharitable |
| Net Noncharitable Assets | 4803014 | NetNoncharitableAssets |
| Minimum Investment Return | 240151 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 240151 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2903 | TaxBasedOnInvestmentIncome |
| Total Tax | 2903 | TotalTax |
| Distributable Amount Before Adj | 237248 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 237248 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 237248 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 403780 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 403780 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 403780 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 237248 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 217138 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 311805 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 251451 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 780394 | TotalExcessDistriCarryover |
| Qualifying Distributions | 403780 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 237248 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 166532 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 946926 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 946926 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 217138 | ExcessFromYear3 |
| Excess From Year2 | 311805 | ExcessFromYear2 |
| Excess From Year1 | 251451 | ExcessFromYear1 |
| Excess From Current Year | 166532 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY F FIGGIE | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MRS NANCY F FIGGIE CO PHILLIPS MANA | RecipientName |
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 Number | 2165141500 | RecipientPhoneNumber |
| Form And Info And Materials | IN WRITING, STATING PUBLIC CHARITY AND USE OF FUNDS | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS APPLY | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| NATIONAL KIDNEY FOUNDATION | |||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | NONE | EXEMPT | NATIONAL KIDNEY FOUNDATION | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 400000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,181 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $113,206 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $98,064 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $212,451 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 212451 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | CLARK-RELIANCE CORPORATION | 16633 FOLTZ INDUSTRIAL PARKWAY | STRONGSVILLE | OH | 44149 | 25000 | X |
| 2 | NANCY F FIGGIE | 37001 SHAKER BOULEVARD | HUNTING VALLEY | OH | 44022 | 350000 | X |
| 3 | MATTHEW FIGGIE | 14665 MORGAN TRAIL | NOVELTY | OH | 44072 | 25000 | X |
| 4 | FIGGIE CAPITAL LLC | 30100 CHAGRIN BLVD SUITE 380 | PEPPER PIKE | OH | 44124 | 25000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | Category |
| Amount | $7,560 | Amount |
| Net Investment Income | 3780 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 3780 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WILMINGTON TRUST - HILLIARD LYONS | 687877 | 983638 |
| WILMINGTON TRUST - BESSEMER | 1937488 | 1968894 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 153221 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 153221 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RELATIONAL FUND PARTNERS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1645797 | BookValue |
| EOYFMV | 1820895 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $60,034 | Amount |
| Net Investment Income | 60034 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAX | $1,531 | 1531 | 0 | 0 |
| FEDERAL TAX PAYMENTS | $11,360 | 0 | 0 | 0 |
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