FIGGIE FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FIGGIE FAMILY CHARITABLE FOUNDATION INC (EIN 34-1945280)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-20
- IRS object ID
- 201212649349100306
- Schema version
- 2011v1.2
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-20T12:50:17-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-09-20 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAWN ARFONS | Name |
| PTIN | P00956568 | PTIN |
| Phone | 2165891300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4630221 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 465000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1514 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1514 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 0 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 90094 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 90094 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 0 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 487351 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 755826 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 487351 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1043959 | TotalRevenueAndExpenses |
| Total Net Investment Income | 578959 | 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 | 9600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4800 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4800 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 62399 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 62399 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 889 | InterestRevAndExpnss |
| Interest Net Invst Incm | 889 | InterestNetInvstIncm |
| Interest Adj Net Incm | 0 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5987 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 147 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 16 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 8 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 78891 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 68243 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4808 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 475000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 475000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 553891 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 68243 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 479808 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 490068 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 510716 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 20172 | CashBOY |
| Cash EOY | 19714 | CashEOY |
| Cash EOYFMV | 19714 | CashEOYFMV |
| Investments Govt Oblig BOY | 270830 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 431967 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 431967 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2128953 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2251262 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2421522 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1385130 | InvestmentsOtherBOY |
| Investments Other EOY | 1592210 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1757018 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3805085 | TotalAssetsBOY |
| Total Assets EOY | 4295153 | TotalAssetsEOY |
| Total Assets EOYFMV | 4630221 | 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 | 1326082 | RetainedEarningsBOY |
| Retained Earnings EOY | 1816150 | RetainedEarningsEOY |
| Total Net Assets BOY | 3805085 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4295153 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3805085 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4295153 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3805085 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 490068 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4295153 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4295153 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (29 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 1000. BEST BUY CO. COMMON | P | 2011-03-16 | 31110 | 42192 | -11082 | -11082 | |
| BESSEMER 200. BOEING COMPANY COMMON | P | 2011-02-01 | 14040 | 14523 | -483 | -483 | 2010-03-25 |
| BESSEMER 150. INGERSOLL-RAND PLC | P | 2011-02-01 | 7144 | 5193 | 1951 | 1951 | 2010-03-25 |
| BESSEMER 600. MOTOROLA MOBILITY HOLDINGS | P | 2011-04-06 | 14608 | 16800 | -2192 | -2192 | 2011-02-01 |
| BESSEMER 1275. NEWS CORP INC CLASS A | P | 2011-07-19 | 20045 | 21914 | -1869 | -1869 | |
| BESSEMER 650. GENERAL MOTORS CO | P | 2011-07-20 | 19019 | 21444 | -2425 | -2425 | 2011-05-03 |
| BESSEMER 35. MASTERCARD INC-CLASS A | P | 2011-08-04 | 11364 | 8147 | 3217 | 3217 | |
| BESSEMER 300. MORGAN STANLEY COMMON | P | 2011-08-04 | 6085 | 7803 | -1718 | -1718 | 2011-05-03 |
| BESSEMER 450. MORGAN STANLEY COMMON | P | 2011-08-24 | 7348 | 11705 | -4357 | -4357 | |
| BESSEMER 800. TD AMERITRADE HOLDING CORP | P | 2011-08-24 | 11728 | 17288 | -5560 | -5560 | 2011-05-03 |
| BESSEMER 650. ARCHER-DANIELS-MIDLAND COMPANY COMMON | P | 2011-10-14 | 17833 | 19978 | -2145 | -2145 | 2010-11-11 |
| BESSEMER 325. DEVON ENERGY CORPORATION NEW COMMON | P | 2011-10-14 | 19533 | 29055 | -9522 | -9522 | |
| BESSEMER 300. HONEYWELL INTERNATIONAL INC COMMON | P | 2011-10-14 | 14608 | 18501 | -3893 | -3893 | 2011-05-03 |
| BESSEMER 35. GOOGLE INC CLASS A | P | 2011-10-21 | 20637 | 18796 | 1841 | 1841 | 2011-05-03 |
| BESSEMER 75. PRECISION CASTPARTS COMMON | P | 2011-10-21 | 12700 | 11674 | 1026 | 1026 | 2011-05-03 |
| BESSEMER 250. KOHLS CORP COMMON | P | 2011-01-31 | 12797 | 10883 | 1914 | 1914 | 2009-05-28 |
| BESSEMER 500. LOWE'S COMPANIES COMMON | P | 2011-01-31 | 12382 | 9805 | 2577 | 2577 | 2009-05-28 |
| BESSEMER 2300. APACHE CORPORATION COMMON | P | 2011-02-01 | 273671 | 27065 | 246606 | 246606 | |
| BESSEMER 2000. CISCO SYSTEMS COMMON | P | 2011-03-11 | 35579 | 35180 | 399 | 399 | 2005-11-23 |
| BESSEMER 125. T ROWE PRICE GROUP INC COMMON | P | 2011-03-15 | 7750 | 4834 | 2916 | 2916 | 2009-05-28 |
| BESSEMER 250. WAL MART STORES COMMON | P | 2011-05-03 | 13852 | 12382 | 1470 | 1470 | 2009-05-28 |
| BESSEMER 1350. E M C CORP MASSACHUSETTS | P | 2011-05-24 | 36875 | 16307 | 20568 | 20568 | 2009-05-28 |
| BESSEMER 450. INGERSOLL-RAND PLC | P | 2011-08-04 | 14934 | 15453 | -519 | -519 | 2010-03-25 |
| BESSEMER 275. TEVA PHARMACEUTICAL INDS LTD ADR | P | 2011-10-14 | 10687 | 12744 | -2057 | -2057 | 2009-05-28 |
| BESSEMER 1500. AMERICAN EXPRESS CO COMMON | P | 2011-10-21 | 72522 | 59356 | 13166 | 13166 | |
| BESSEMER 50. MASTERCARD INC-CLASS A | P | 2011-10-21 | 16607 | 11500 | 5107 | 5107 | |
| RELATIONAL FUNDS PARTNERS | P | 56465 | 56465 | ||||
| RELATIONAL FUNDS PARTNERS | P | 155582 | 155582 | ||||
| CAPITAL GAINS DIVIDENDS | P | 20368 | 20368 | 20368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 487351 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 30336 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 535000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4539677 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.117850 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 410000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3836269 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.106875 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 323510 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3883691 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.083300 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 325125 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4965050 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.065483 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.373508 | TotalDistributionRatio |
| Average Distribution Ratio | 0.093377 | AverageDistributionRatio |
| Net Noncharitable Assets | 4669286 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 436004 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5107 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 441111 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 479808 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 5107 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5107 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5107 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3851 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 8660 | TaxPaidWithExtension |
| Total Credits And Payments | 12511 | TotalCreditsAndPayments |
| Overpayment | 7404 | Overpayment |
| Amount Credited To Next Year | 7404 | 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 (3 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 |
| 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 | 4720449 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 19943 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4740392 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4740392 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 71106 | CashDeemedCharitable |
| Net Noncharitable Assets | 4669286 | NetNoncharitableAssets |
| Minimum Investment Return | 233464 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 233464 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5107 | TaxBasedOnInvestmentIncome |
| Total Tax | 5107 | TotalTax |
| Distributable Amount Before Adj | 228357 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 228357 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 228357 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 479808 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 479808 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 5107 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 474701 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 228357 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 217138 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 311805 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 528943 | TotalExcessDistriCarryover |
| Qualifying Distributions | 479808 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 228357 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 251451 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 780394 | 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 | 780394 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 217138 | ExcessFromYear2 |
| Excess From Year1 | 311805 | ExcessFromYear1 |
| Excess From Current Year | 251451 | 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 |
|---|---|---|---|---|---|---|---|
| UNIVERSITY HOPSITAL | |||||||
| 111100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | FIVE STAR SENSATIONSEDUCATIONAL | $25,000 |
| UNIVERSITY HOPSITAL | |||||||
| 111100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | BARRY EFFRONEDUCATIONAL | $200,000 |
| UNIVERSITY HOPSITAL | |||||||
| 111100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | DEPARTMENT OF ORTHOPAEDIC SURGERYEDUCATIONAL | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 475000 | 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 | $1,514 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $90,094 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $487,351 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $578,959 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 578959 | 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 (2 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 | 440000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | Category |
| Amount | $9,600 | Amount |
| Net Investment Income | 4800 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 4800 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WILMINGTON TRUST - HILLIARD LYONS | 674146 | 935595 |
| WILMINGTON TRUST - BESSEMER | 1577116 | 1485927 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 431967 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 431967 | 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 | 1592210 | BookValue |
| EOYFMV | 1757018 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS EXPENSES | Description |
| Revenue And Expenses Per Books | 16 | RevenueAndExpensesPerBooks |
| Net Investment Income | 8 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 8 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $62,399 | Amount |
| Net Investment Income | 62399 | 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 | $147 | 147 | 0 | 0 |
| FEDERAL TAX PAYMENTS | $5,840 | 0 | 0 | 0 |
Comments