FIGGIE FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FIGGIE FAMILY CHARITABLE FOUNDATION INC (EIN 34-1945280)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-09
- IRS object ID
- 201102219349100510
- Schema version
- 2010v3.4
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-09T13:17:00-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | 2011-08-04 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 4843199 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 540000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1641 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1641 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 0 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 78140 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 78140 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 0 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 181798 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 296105 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 181798 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 11613 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 11613 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 813192 | TotalRevenueAndExpenses |
| Total Net Investment Income | 261579 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 11613 | 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 | 14256 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 14256 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 53471 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 53471 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 725 | InterestRevAndExpnss |
| Interest Net Invst Incm | 725 | InterestNetInvstIncm |
| Interest Adj Net Incm | 0 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3556 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3556 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 122 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 122 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 72130 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 72130 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 535000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 535000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 607130 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 72130 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 535000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 206062 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 189449 | NetInvestmentIncome |
| Adjusted Net Income | 11613 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 21032 | CashBOY |
| Cash EOY | 20172 | CashEOY |
| Cash EOYFMV | 20172 | CashEOYFMV |
| Investments Govt Oblig BOY | 304869 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 270830 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 270830 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2040318 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2128953 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2782316 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1232804 | InvestmentsOtherBOY |
| Investments Other EOY | 1385130 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1769881 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3599023 | TotalAssetsBOY |
| Total Assets EOY | 3805085 | TotalAssetsEOY |
| Total Assets EOYFMV | 4843199 | 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 | 1120020 | RetainedEarningsBOY |
| Retained Earnings EOY | 1326082 | RetainedEarningsEOY |
| Total Net Assets BOY | 3599023 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3805085 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3599023 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3805085 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3599023 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 206062 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3805085 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3805085 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (29 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| BESSEMER 650. CORNING COMMON | P | 2009-05-28 | 2010-02-18 | 11668 | 9275 | 2393 | 2393 |
| BESSEMER 125. UPS CLASS B COMMON | P | 2009-05-28 | 2010-02-18 | 7134 | 6260 | 874 | 874 |
| BESSEMER 350. ILLINOS TOOL WORKS COMMON | P | 2009-05-28 | 2010-03-23 | 16542 | 11312 | 5230 | 5230 |
| BESSEMER 300. BAXTER INTERNATIONAL | P | 2010-03-25 | 2010-06-28 | 12696 | 17682 | -4986 | -4986 |
| BESSEMER 500. THERMO ELECTRON CORP | P | 2008-04-25 | 2010-02-02 | 23569 | 27775 | -4206 | -4206 |
| BESSEMER 400. CELGENE CORP COMMON | P | 2006-09-29 | 2010-03-25 | 25160 | 17318 | 7842 | 7842 |
| BESSEMER 175. PROCTOR & GAMBLE CO COMMON | P | 2008-04-25 | 2010-03-25 | 11158 | 11617 | -459 | -459 |
| BESSEMER 500. JOHNSON & JOHNSON | P | 2008-04-25 | 2010-05-10 | 32037 | 33520 | -1483 | -1483 |
| BESSEMER 125. UNION PACIFIC CORP COMMON | P | 2009-05-28 | 2010-06-02 | 9032 | 5666 | 3366 | 3366 |
| BESSEMER 850. WEATHERFORD INTERNATIONAL | P | 2009-05-28 | 2010-06-02 | 11568 | 16668 | -5100 | -5100 |
| BESSEMER 38. CELGENE CORP COMMON | P | 2006-09-29 | 2010-10-11 | 2186 | 1645 | 541 | 541 |
| BESSEMER 117. CELGENE CORP COMMON | P | 2006-09-29 | 2010-10-12 | 6757 | 5065 | 1692 | 1692 |
| BESSEMER 58. CELGENE CORP COMMON | P | 2006-09-26 | 2010-10-13 | 3388 | 2511 | 877 | 877 |
| BESSEMER 65. CELGENE CORP COMMON | P | 2006-09-29 | 2010-10-14 | 3770 | 2814 | 956 | 956 |
| BESSEMER 22. CELGENE CORP COMMON | P | 2006-09-29 | 2010-10-15 | 1270 | 952 | 318 | 318 |
| BESSEMER 95. EOG RESOURCES INC COMMON | P | 2009-05-28 | 2010-11-11 | 8871 | 6639 | 2232 | 2232 |
| BESSEMER 221. STAPLES COMMON | P | 2006-09-29 | 2010-11-11 | 4529 | 5504 | -975 | -975 |
| BESSEMER 108. STAPLES COMMON | P | 2006-09-29 | 2010-11-12 | 2193 | 2690 | -497 | -497 |
| BESSEMER 128. STAPLES COMMON | P | 2006-09-29 | 2010-11-15 | 2593 | 3188 | -595 | -595 |
| BESSEMER 100. STAPLES COMMON | P | 2006-09-29 | 2010-11-16 | 2016 | 2491 | -475 | -475 |
| BESSEMER 370. STAPLES COMMON | P | 2006-09-29 | 2010-11-17 | 7405 | 9215 | -1810 | -1810 |
| BESSEMER 154. STAPLES COMMON | P | 2006-09-29 | 2010-11-18 | 3172 | 3835 | -663 | -663 |
| BESSEMER 119. STAPLES COMMON | P | 2006-09-29 | 2010-11-19 | 2514 | 2964 | -450 | -450 |
| HILLIARD 100. PFIZER COMMON | P | 2009-10-16 | 2010-05-12 | 1677 | 1766 | -89 | -89 |
| HILLIARD 1476. PFIZER COMMON | P | 2002-03-15 | 2010-11-02 | 25846 | 26066 | -220 | -220 |
| HILLIARD 1000. ZIMMER HOLDINGS | P | 2002-03-15 | 2010-12-06 | 50009 | 35700 | 14309 | 14309 |
| RELATIONAL FUNDS PARTNERS | P | 80920 | 80920 | ||||
| RELATIONAL FUNDS PARTNERS | P | 74911 | 74911 | ||||
| CAPITAL GAINS DIVIDENDS | P | 7345 | 7345 | 7345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 181798 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 84342 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3789 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3789 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3789 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3000 | TaxPaidWithExtension |
| Total Credits And Payments | 5000 | TotalCreditsAndPayments |
| Overpayment | 1211 | Overpayment |
| Amount Credited To Next Year | 1211 | 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) |
|---|---|---|
| Tax Exempt Interest Received | 0 | TaxExemptInterestReceived |
| 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 | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| NANCY F FIGGIE | |||||||||
| 37001 SHAKER BOULEVARD | HUNTING VALLEY | OH | 44022 | PRESIDENT, TRUSTEE | 1.00 | 0 | 0 | 0 | |
| MATTHEW P FIGGIE | |||||||||
| 14665 MORGAN TRAIL | NOVELTY | OH | 44072 | TREASURER, TRUSTEE | 0.50 | 0 | 0 | 0 | |
| BRENT BALLARD | |||||||||
| 1400 KEYBANK CENTER 800 SUPERIOR | CLEVELAND | OH | 44114 | SECRETARY | 1.00 | 0 | 0 | 0 | AVE |
| 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 | 4588638 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 20171 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4608809 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4608809 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 69132 | CashDeemedCharitable |
| Net Noncharitable Assets | 4539677 | NetNoncharitableAssets |
| Minimum Investment Return | 226984 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 226984 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3789 | TaxBasedOnInvestmentIncome |
| Total Tax | 3789 | TotalTax |
| Distributable Amount Before Adj | 223195 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 223195 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 223195 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 535000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 535000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 535000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 223195 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 217138 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 217138 | TotalExcessDistriCarryover |
| Qualifying Distributions | 535000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 223195 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 311805 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 528943 | 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 | 528943 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 217138 | ExcessFromYear1 |
| Excess From Current Year | 311805 | 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 EXEMPT FUNCTION AND USE OF FUNDS | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS APPLY | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CLEVELAND PUBLIC THEATRE | |||||||
| 6415 DETROIT AVENUE | CLEVELAND | OH | 44102 | NONE | EXEMPT | EDUCATIONAL | $20,000 |
| UNIVERSITY HOSPITALS - BARRY EFFRON | |||||||
| 111100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | EDUCATIONAL | $250,000 |
| UNIVERSITY HOSPITALS - DEPARTMENT OF ORTHOPAEDIC SURGERY | |||||||
| 111100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | EDUCATIONAL | $150,000 |
| UNIVERSITY HOSPITALS - PROFESSIONAL EDUCATION IN DIALYSIS | |||||||
| 2065 ADELBERT ROAD | CLEVELAND | OH | 44106 | NONE | EXEMPT | EDUCATIONAL | $115,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 535000 | 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 | $1,641 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $78,140 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $181,798 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND | Description |
| Related Or Exempt Function Income | 11613 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $261,579 | ExclusionAmount |
| Related Or Exempt Function Income | 11613 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 273192 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumber |
| Relationship Statement | FEDERAL TAX REFUND | RelationshipStatement |
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 | 515000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | Category |
| Amount | $14,256 | Amount |
| Net Investment Income | 14256 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WILMINGTON TRUST - HILLIARD LYONS - STATEMENT 8 | 641794 | 892673 |
| WILMINGTON TRUST - BESSEMER STATEMENT 8 | 1487159 | 1889643 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 270830 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 270830 | 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 | 1385130 | BookValue |
| EOYFMV | 1769881 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS EXPENSES | Description |
| Revenue And Expenses Per Books | 122 | RevenueAndExpensesPerBooks |
| Net Investment Income | 122 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND | Description |
| Revenue And Expenses Per Books | 11613 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 11613 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $53,471 | Amount |
| Net Investment Income | 53471 | 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 | $461 | 461 | 0 | 0 |
| FEDERAL TAX PAYMENTS | $3,095 | 3095 | 0 | 0 |
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