FIGGIE FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: FIGGIE FAMILY CHARITABLE FOUNDATION INC (EIN 34-1945280)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-05-12
IRS object ID: 202111329349101326
Schema version: 2020v4.1
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-12T11:50:36-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	127 PUBLIC SQUARE SUITE 3300	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	441141291	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	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	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FIGG	BusinessNameControlTxt
Phone	2165141500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1405 EAST SIXTH STREET	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44114	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICHARD SOLON PRESIDENT	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2165141500	PhoneNum
Signature	2021-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	RICHARD	PersonFirstNm
Person Last	SOLON PRESIDENT	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	FIONA CHAMBERS	PreparerPersonNm
PTIN	P00186224	PTIN
Phone	2165891300	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$6,544,759	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$2,303	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,303	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$116,237	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$116,237	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$172,754	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,459,111	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$172,754	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$291,294	TotalRevAndExpnssAmt
Total Net Invst Incm	$291,294	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
Legal Fees Rev And Expnss	$100	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$100	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$9,975	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$9,975	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$31,887	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$31,887	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$46,314	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$30	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$2,378	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$2,378	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$90,654	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$41,992	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,378	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,447,656	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,447,656	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,538,310	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$41,992	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,450,034	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,247,016	ExcessRevenueOverExpensesAmt
Net Investment Income	$249,302	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,063,290	CashBOYAmt
Cash EOY	$457,309	CashEOYAmt
Cash EOYFMV	$457,309	CashEOYFMVAmt
Corporate Stock BOY	$6,816,842	CorporateStockBOYAmt
Corporate Stock EOY	$5,174,470	CorporateStockEOYAmt
Corporate Stock EOYFMV	$6,087,450	CorporateStockEOYFMVAmt
Total Assets BOY	$7,880,132	TotalAssetsBOYAmt
Total Assets EOY	$5,631,779	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,544,759	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
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	$5,401,129	RetainedEarningBOYAmt
Retained Earning EOY	$3,152,776	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$7,880,132	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,631,779	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$7,880,132	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,631,779	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$7,880,132	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,247,016	ExcessRevenueOverExpensesAmt
Other Increases	$67	OtherIncreasesAmt
Subtotal	$5,633,183	SubtotalAmt
Other Decreases	$1,404	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,631,779	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JPM #9001 (DETAIL AVAILABLE UPON REQUEST)	P	$3,439,331	$3,286,357	$152,974	$152,974
JPM #9001 CAPITAL GAIN DISTRIBUTION	P	$19,780		$19,780	$19,780

Field	Value	IRS element (for citing)
Capital Gain Net Income	$172,754	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,465	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$3,465	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$3,465	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$27,600	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$27,600	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$24,135	OverpaymentAmt
Applied To ES Tax	$24,135	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	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2165891300	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	127 PUBLIC SQUARE SUITE 3300	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44114	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD SUBEL
302 NORTH MAIN STREET	CHAGRIN FALLS	OH	44022	SECRETARY, TREASURER	1.00	$0	$0	$0
RICHARD SOLON
16633 FOLTZ PARKWAY	STRONGSVILLE	OH	44149	PRESIDENT	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	$5,770,759	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,349,781	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,120,540	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,120,540	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$106,808	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,013,732	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$350,687	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$350,687	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,465	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,465	TotalTaxAmt
Distributable Before Adj	$347,222	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$347,222	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$347,222	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,450,034	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$2,450,034	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$2,450,034	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$347,222	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$230,364	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$302,381	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$251,015	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$929,321	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$628,259	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,341,340	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,450,034	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$347,222	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,102,812	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$4,444,152	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	$230,364	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$4,213,788	ExcessDistriCyovToNextYrAmt
Excess From Year4	$302,381	ExcessFromYear4Amt
Excess From Year3	$251,015	ExcessFromYear3Amt
Excess From Year2	$929,321	ExcessFromYear2Amt
Excess From Year1	$628,259	ExcessFromYear1Amt
Excess From Current Year	$2,102,812	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	RICHARD SOLON PRESIDENT	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	16633 FOLTZ PARKWAY	AddressLine1Txt
City	STRONGSVILLE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44149	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2164029340	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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COATS FOR KIDS
6200 OAK TREE BLVD	INDEPENDENCE	OH	44131	NONE	EXEMPT	TO SUPPORT THE ORGANIZATION	$50,000
FAIRMOUNT CENTER FOR THE ARTS
8400 FAIRMOUNT RD	NOVELTY	OH	44072	NONE	EXEMPT	TO SUPPORT THE CENTER	$179,676
GILMOUR ACADEMY - FIGGIE FIELD BALLPARK
34001 CEDAR ROAD	GATES MILLS	OH	44040	NONE	PUBLIC CHARITY	NEW ATHLETIC FIELDS	$2,000,000
GILMOUR ACADEMY - STEINWAY
34001 CEDAR ROAD	GATES MILLS	OH	44040	NONE	PUBLIC CHARITY	STEINWAY PIANOS	$100,000
GREATER CLEVELAND SPORTS COMMISSION
334 EUCLID AVE 100	CLEVELAND	OH	44114	NONE	EXEMPT	TO SUPPORT THE ORGANIZATION	$50,000
GILMOUR ACADEMY - MUSIC ROOM RENOVATION
34001 CEDAR ROAD	GATES MILLS	OH	44040	NONE	PUBLIC CHARITY	MUSIC ROOM RENOVATION	$67,980

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,447,656	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	$2,303	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$116,237	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$172,754	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$291,294	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$291,294	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$9,975	Amt
Net Investment Income	$9,975	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	JP MORGAN	StockNm
EOY Book Value	$5,174,470	EOYBookValueAmt
EOYFMV	$6,087,450	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$100	LegalFeesAmt
Net Investment Income	$100	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	MISC ADJUSTMENT	Desc
Amt	$1,404	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$2,178	$0	$2,178
OHIO TRUST FEE	$200	$0	$200

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	COST BASIS ADJUSTMENT	Desc
Amt	$67	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$31,887	Amt
Net Investment Income	$31,887	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAYMENTS	$46,284	$0	$0
FOREIGN TAX	$30	$30	$0