FIGGIE FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FIGGIE FAMILY CHARITABLE FOUNDATION INC (EIN 34-1945280)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201823129349100632
- Schema version
- 2017v2.3
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-08T10:48:23-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | PO BOX 820 | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENT D BALLARD TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2165141500 | PhoneNum |
| Signature | 2018-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FIONA CHAMBERS | PreparerPersonNm |
| PTIN | P00186224 | PTIN |
| Phone | 2165891300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.100.19.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-07 | IPDt |
| IP Tm | 16:49:40 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FB2C5652679542F54FE36E888D0C974203FDD42A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,424,043 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,158,325 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,672 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,672 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $115,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,685 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $214,303 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $876,466 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $214,303 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,496,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $338,660 | 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 | $62,927 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $62,927 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,970 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,546 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,546 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,497 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $497 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,505 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $129,940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $703,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $703,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $845,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $129,940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $703,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $651,210 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $208,720 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $163,815 | CashBOYAmt |
| Cash EOY | $529,417 | CashEOYAmt |
| Cash EOYFMV | $529,417 | CashEOYFMVAmt |
| US Government Obligations BOY | $2,212,553 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,879,744 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,879,744 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,743,702 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,349,027 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,014,882 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,120,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,758,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,424,043 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,479,003 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,479,003 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,641,068 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,279,185 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,120,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,758,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,120,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,758,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,120,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $651,210 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,771,281 | SubtotalAmt |
| Other Decreases | $13,093 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,758,188 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AETNA INC NEW COME | P | $5,521 | $5,221 | $300 | $300 |
| ALIBABA GROUP HOLDINGS LTD SPONS ADR | P | $2,694 | $2,055 | $639 | $639 |
| ANSYS INC | P | $1,218 | $1,083 | $135 | $135 |
| ARAMARK HOLDINGS CORP | P | $15,596 | $17,341 | -$1,431 | -$1,431 |
| ASTRAZENECA GROUP PLC SPONSORED ADR | P | $5,761 | $4,936 | $825 | $825 |
| ATOS ORIGINS SA UNSPONS ADR | P | $6,498 | $6,216 | $282 | $282 |
| AXALTA COATING SYSTEMS LTD | P | $375 | $318 | $57 | $57 |
| BARD C R INC COM | P | $9,280 | $7,659 | $1,621 | $1,621 |
| BAXTER INTERNATIONAL | P | $6,431 | $5,773 | $658 | $658 |
| CBS CORP CL B | P | $15,857 | $14,281 | $1,576 | $1,576 |
| CDW CORP | P | $8,436 | $7,390 | $1,046 | $1,046 |
| CHECK POINT SOFTWARE TECH COM | P | $1,103 | $1,028 | $75 | $75 |
| COCA-COLA EUROPEAN PARTNERS PLC | P | $6,032 | $7,154 | -$1,122 | -$1,122 |
| CVS CORP COMMON | P | $8,386 | $9,362 | -$976 | -$976 |
| DENTSPLY SIRONA INC | P | $14,349 | $15,027 | -$678 | -$678 |
| DOLLAR GENERAL CORPORATION | P | $6,825 | $6,789 | $36 | $36 |
| DUN & BRADSTREET CORP | P | $1,805 | $1,620 | $185 | $185 |
| EDISON INTERNATIONAL CORP | P | $3,108 | $3,298 | -$190 | -$190 |
| ENGAS-UNSPONS ADR | P | $8,316 | $9,413 | -$1,097 | -$1,097 |
| FHLB Z-CPN | P | $219,676 | $219,676 | $0 | $0 |
| HANESBRANDS INC | P | $5,680 | $6,100 | -$420 | -$420 |
| HOME DEPOT INC COM | P | $6,020 | $5,462 | $558 | $558 |
| ING GROEP NV SPONSORED ADR | P | $6,040 | $5,373 | $667 | $667 |
| KAR AUCTION SERVICES INC | P | $940 | $871 | $69 | $69 |
| LABORATORY CRP OF AMER HLDGS COM NEW | P | $1,488 | $1,459 | $29 | $29 |
| LOWES COMPANIES INC | P | $15,056 | $14,653 | $403 | $403 |
| MOHAWK INDUSTRIES INC COM | P | $15,196 | $14,458 | $738 | $738 |
| NEWELL BRANDS, INC. | P | $3,968 | $6,607 | -$2,639 | -$2,639 |
| NELSON HOLDINGS PLC | P | $3,450 | $3,840 | -$390 | -$390 |
| NIKE INC CL B | P | $3,189 | $3,457 | -$268 | -$268 |
| NISSAN MOTOR LTD SPONS ADR | P | $6,691 | $6,659 | $32 | $32 |
| ORIX CORPORATION SPONSORED ADR | P | $6,653 | $6,472 | $181 | $181 |
| PFIZER INCORPORATED | P | $5,752 | $5,717 | $35 | $35 |
| ROYAL CARIBBEAN CRUISES LTD | P | $8,520 | $7,439 | $1,081 | $1,081 |
| SABRE CORP | P | $8,964 | $9,802 | -$838 | -$838 |
| SHIONOGI & CO LTD UNSPONS ADR | P | $6,201 | $6,473 | -$272 | -$272 |
| SHIRE PLC - ADR | P | $3,447 | $3,537 | -$90 | -$90 |
| SPDR S & P 500 ETF | P | $41,295 | $40,099 | $1,196 | $1,196 |
| UNLIEVER NV NY SHARES | P | $7,144 | $5,836 | $1,308 | $1,308 |
| UNION PACIFIC CORP COM | P | $18,545 | $17,911 | $634 | $634 |
| XYLEM INC- W/I | P | $8,402 | $8,065 | $337 | $337 |
| AETNA INC NEW COME | P | $6,142 | $4,461 | $1,681 | $1,681 |
| AMERICAN INTERNATIONAL GROUP | P | $3,606 | $2,675 | $931 | $931 |
| APPLE COMPUTER INC COMMON | P | $9,693 | $5,688 | $4,005 | $4,005 |
| ASTRAZENECA GROUP PLC SPONSORED ADR | P | $4,575 | $4,850 | -$275 | -$275 |
| ATOS ORIGINS SA UNSPONS ADR | P | $4,332 | $3,163 | $1,169 | $1,169 |
| BNP PARIBAS ADR | P | $4,796 | $3,892 | $904 | $904 |
| CDW CORP | P | $4,141 | $3,021 | $1,120 | $1,120 |
| CVS CORP COMMON | P | $7,241 | $5,847 | $1,394 | $1,394 |
| DOLLAR GENERAL CORPORATION | P | $8,129 | $5,121 | $3,008 | $3,008 |
| EDISON INTERNATIONAL CORP | P | $11,382 | $10,584 | $798 | $798 |
| ENGAS-UNSPONS ADR | P | $2,482 | $2,946 | -$464 | -$464 |
| HSBC HOLDINGS PLC SPON ADR | P | $2,257 | $2,733 | -$476 | -$476 |
| ING GROEP NV SPONSORED ADR | P | $4,101 | $4,214 | -$113 | -$113 |
| NIELSEN HOLDINGS PLC | P | $3,653 | $2,960 | $693 | $693 |
| NIKE INC CL B | P | $6,378 | $5,020 | $1,358 | $1,358 |
| NISSAN MOTOR LTD SPONS ADR | P | $4,494 | $4,640 | -$146 | -$146 |
| NXP SEMICONDUCTORS NV | P | $6,478 | $4,078 | $2,400 | $2,400 |
| OLD WESTBURY STRATEGIC OPP FD | P | $135,000 | $136,208 | -$1,208 | -$1,208 |
| ORIX CORPORATION SPONSORED ADR | P | $4,696 | $4,050 | $646 | $646 |
| PANDORA A/S SPONS ADR | P | $2,364 | $1,447 | $917 | $917 |
| PEPSICO INC COMMON | P | $4,698 | $4,302 | $396 | $396 |
| PFIZER INCORPORATED | P | $6,674 | $5,833 | $841 | $841 |
| ROYAL CARIBBEAN CRUISES LTD | P | $4,665 | $4,214 | $451 | $451 |
| SHIONOGI & CO LTD UNSPONS ADR | P | $2,862 | $2,783 | $79 | $79 |
| SHIRE PLC - ADR | P | $3,447 | $3,051 | $396 | $396 |
| UNILEVER NV NY SHARES | P | $5,868 | $4,455 | $1,413 | $1,413 |
| UNION PACIFIC CORP COM | P | $5,227 | $3,870 | $1,357 | $1,357 |
| VERIZON COMMUNICATION | P | $68,534 | $61,388 | $7,146 | $7,146 |
| VISA INC | P | $8,643 | $6,497 | $2,146 | $2,146 |
| RELATIONAL FUND PARTNERS | P | $13,165 | $13,165 | ||
| WILMINGTON CAPITAL GAIN DISTRIBUTION | P | $164,279 | $164,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $214,303 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $621,307 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,387,155 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.097274 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $532,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,167,251 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086343 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $438,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,594,774 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066492 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $530,057 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,790,713 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.091536 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $403,780 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,803,014 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084068 | DistributionYr5Rt |
| Total Distribution | 0.425713 | TotalDistributionRt |
| Average Distribution | 0.085143 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,129,781 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $777,337 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,087 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $779,424 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $703,330 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,174 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,174 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,044 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,044 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,870 | OverpaymentAmt |
| Applied To ES Tax | $3,870 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MATTHEW P FIGGIE | ||||||||
| PO BOX 850 | GATES MILLS | OH | 44040 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRENT BALLARD | ||||||||
| 1405 EAST SIXTH STREET | CLEVELAND | OH | 44114 | SECRETARY, TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD SOLON | ||||||||
| 2828 ADDISON CIRCLE SOUTH | OAKLAND TOWNSHIP | MI | 48306 | VICE PRESIDENT, TREASURER | 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 | $8,422,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $846,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,268,813 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,268,813 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,032 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,129,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $456,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $456,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,174 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,174 | TotalTaxAmt |
| Distributable Before Adj | $452,315 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $452,315 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $452,315 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $703,330 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $703,330 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $703,330 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $452,315 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $166,532 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $252,492 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $123,150 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $230,364 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $302,381 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,074,919 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $703,330 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $452,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $251,015 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,325,934 | 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 | $166,532 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,159,402 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $252,492 | ExcessFromYear4Amt |
| Excess From Year3 | $123,150 | ExcessFromYear3Amt |
| Excess From Year2 | $230,364 | ExcessFromYear2Amt |
| Excess From Year1 | $302,381 | ExcessFromYear1Amt |
| Excess From Current Year | $251,015 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MATTHEW P FIGGIE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRENT BALLARD TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1405 EAST SIXTH STREET | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166228200 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UH RAINBOW BABIES AND CHILDREN'S HOSPITAL | |||||||
| 11100 EUCLID AVENUE NUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION | $5,000 |
| GILMOUR ACADEMY - FIGGIE FIELD BALLPARK | |||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | NONE | EXEMPT | NEW ATHLETIC FIELDS | $100,000 |
| FAIRMOUNT CENTER FOR THE ARTS | |||||||
| 8400 FAIRMOUNT RD | NOVELTY | OH | 44072 | NONE | EXEMPT | TO SUPPORT THE CENTER | $329,540 |
| CLEVELAND PUBLIC THEATER | |||||||
| 6415 DETROIT AVE | CLEVELAND | OH | 44102 | NONE | EXEMPT | TO SUPPORT THE THEATER | $10,000 |
| GILMOUR ACADEMY - STEINWAY | |||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | NONE | EXEMPT | STEINWAY PIANOS | $149,940 |
| FRIENDS OF THE SMITHSONIAN | |||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 20013 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION | $100 |
| SPECIAL OLYMPICS OHIO | |||||||
| 3303 WINCHESTER PIKE | COLUMBUS | OH | 43232 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION | $250 |
| UH PARTNERSHIP FOR FAMILIES | |||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EXEMPT | TO SUPPORT THE ORGANIZATION | $98,500 |
| GILMOUR ACADEMY - GOLF OUTING | |||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | NONE | EXEMPT | GA GOLF CLASSIC PRESENTING SPONSOR | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $703,330 | 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 | $8,672 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214,303 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $338,660 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $338,660 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CLARK-RELIANCE CORPORATION | ||||||
| 1 | 16633 FOLTZ INDUSTRIAL PARKWAY | STRONGSVILLE | OH | 44149 | $1,010,267 | Yes (X) |
| MATTHEW P FIGGIE | ||||||
| 2 | PO BOX 850 | GATES MILLS | OH | 44040 | $50,000 | Yes (X) |
| SOUND SHORE FUND | ||||||
| 3 | PO BOX 588 | PORTLAND | ME | 04112 | $98,058 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DELOITTE TAX LLP | CategoryTxt |
| Amt | $13,970 | Amt |
| Net Investment Income | $13,970 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILMINGTON TRUST - HILLIARD LYONS | $1,780,467 | $2,685,486 |
| WILMINGTON TRUST - BESSEMER | $3,524,475 | $4,255,936 |
| WILMINGTON TRUST | $44,085 | $73,460 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,879,744 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,879,744 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $62,927 | LegalFeesAmt |
| Net Investment Income | $62,927 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RELATIONAL FUND PARTNERS | Desc |
| Amt | $13,093 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $262 | $0 | $0 |
| SMART BUSINESS | $4,070 | $0 | $0 |
| OHIO TRUST FEES | $600 | $0 | $0 |
| MISCELLANEOUS | $5,573 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $52,546 | Amt |
| Net Investment Income | $52,546 | 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 | $2,000 | $0 | $0 |
| FOREIGN TAX | $497 | $497 | $0 |