CONNOR FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CONNOR FOUNDATION (EIN 47-3317026)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202423189349102142
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T14:48:39-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364267431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEASE BELL CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 EMBASSY PKWY 200 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473317026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 4403399663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46002 FALLS ROAD | AddressLine1Txt |
| City | HUNTING VALLEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440222542 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER CONNOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4403399663 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCES A TAYLOR CPA | PreparerPersonNm |
| PTIN | P01293026 | PTIN |
| Phone | 2163489600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,676,372 | 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 | $1,679,264 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,893 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,893 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $484,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $484,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,755,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,978,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,755,744 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $545,299 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,492,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,267,968 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,004 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,004 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,387 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,387 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,261 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,261 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $80 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $80 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,655 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,630 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,025 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,227 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $126 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,101 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,097 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,517 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,070,744 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,070,744 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,171,358 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,097 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,133,261 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,321,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,229,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $135,990 | CashBOYAmt |
| Cash EOY | $27,901 | CashEOYAmt |
| Cash EOYFMV | $27,901 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $340,599 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $806,230 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $806,230 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $32,535,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,350,301 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,842,241 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $356 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $356 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $11,425 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,023,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,184,432 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,676,372 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $33,023,290 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,184,432 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,023,290 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,184,432 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,023,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,184,432 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,023,290 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,321,173 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $38,344,463 | SubtotalAmt |
| Other Decreases | $1,160,031 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,184,432 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $7,959,741 | $3,223,247 | $4,736,494 | $4,736,494 |
| CAPITAL GAINS DIVIDENDS | P | $19,250 | $19,250 | $19,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,755,744 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72,695 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72,695 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72,695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,259 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $120,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $136,259 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $63,564 | OverpaymentAmt |
| Applied To ES Tax | $63,564 | 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 |
| 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 | CONNORFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ERIN C REIF | IndividualWithBooksNm |
| Phone | 4403399663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45001 FALLS ROAD | AddressLine1Txt |
| City | HUNTING VALLEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440222548 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ERIN C REIF | ||||||||
| 45001 FALLS ROAD | HUNTING VALLEY | OH | 44022 | DIRECTOR | 20.00 | $50,004 | $0 | $0 |
| KEVIN M CONNOR | ||||||||
| 14 COLONY LANE | CLEVELAND | OH | 44108 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SARA H CONNOR | ||||||||
| 46002 FALLS ROAD | HUNTING VALLEY | OH | 44022 | SECRETARY | 0.50 | $0 | $0 | $0 |
| DANIEL J CONNOR | ||||||||
| 7145 HUNTING RIDGE | CHESTERLAND | OH | 44026 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRISTOPHER M CONNOR | ||||||||
| 560 HARBOR POINT ROAD | LONGBOAT KEY | FL | 34228 | PRESIDENT | 0.50 | $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 | $30,722,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $784,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,506,281 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,506,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $472,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,033,687 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,551,684 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,551,684 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72,695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72,695 | TotalTaxAmt |
| Distributable Before Adj | $1,478,989 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $505,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,983,989 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,983,989 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,133,261 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,133,261 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,983,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $743,225 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $767,269 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,280,753 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,163 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,031 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,987,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,133,261 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,983,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $149,272 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,136,713 | 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 | $743,225 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,393,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $767,269 | ExcessFromYear4Amt |
| Excess From Year3 | $3,280,753 | ExcessFromYear3Amt |
| Excess From Year2 | $45,163 | ExcessFromYear2Amt |
| Excess From Year1 | $151,031 | ExcessFromYear1Amt |
| Excess From Current Year | $149,272 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER M CONNOR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERIN C REIF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46002 FALLS ROAD | AddressLine1Txt |
| City | HUNTING VALLEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440222542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4403399663 | RecipientPhoneNum |
| Recipient Email Address | ERIN@CONNORFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN APPLICATIONS DISCLOSING QUALIFIED ORGANIZATION'S NAME AND PURPOSE OF AMOUNT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 3747 EUCLID AVENUE | CLEVELAND | OH | 44114 | PC | ALLEVIATE HUMAN SUFFERING IN EMERGENCIES | $100,000 |
| CATHOLIC CHARITIES USA | ||||||
| 2050 BALLENGER AVENUE | ALEXANDRIA | VA | 23314 | PC | PROVIDES HOMES AND HEALTHCARE TO THE NEEDY | $10,000 |
| CHURCH OF THE RESURRECTION | ||||||
| 32001 CANNON ROAD | SOLON | OH | 44139 | PC | CHURCH TO PROVIDE RELIGIOUS SUPPORT | $200,000 |
| CLEVELAND BALLET | ||||||
| 23020 MILES ROAD | CLEVELAND | OH | 44128 | PC | SUPPORT BALLET PRODUCTIONS IN CLEVELAND | $10,000 |
| CLEVELAND STATE UNIVERSITY | ||||||
| 2121 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | PROVIDE EDUCATION TO THE PUBLIC THROUGH THE STATE OF OHIO | $5,000 |
| CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK | ||||||
| 1403 WEST HINE HILL ROAD | PENINSULA | OH | 44264 | PC | TO PROTECT & PRESERVE CVNP TRAILS | $5,500 |
| CUYAHOGA COUNTY PUBLIC LIBRARY | ||||||
| 2111 SNOW ROAD | PARMA | OH | 44134 | GOV | LIBRARY FOR CUYAHOGA COUNTY | $10,000 |
| JESUIT RETREAT CENTER | ||||||
| 5629 STATE ROAD | CLEVELAND | OH | 44134 | PC | PROVIDE OPPORTUNITIES FOR REFLECTION | $7,500 |
| LAKE ERIE COUNCIL | ||||||
| 2241 WOODLAND AVE | CLEVELAND | OH | 44115 | PC | PREPARE YOUTH TO MAKE ETHICAL DECISIONS | $5,000 |
| MOCA | ||||||
| 11400 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | A MODERN ART MUSEUM | $5,000 |
| PROVIDENCE HOUSE | ||||||
| 2050 W 32ND STREET | CLEVELAND | OH | 44113 | PC | CRISIS NURSERY TO PREVENT CHILD ABUSE | $50,000 |
| ST ALOYSIUS AGATHA CHURCH | ||||||
| 10932 ST CLAIR AVENUE | CLEVELAND | OH | 44108 | PC | TO IMPROVE COMMUNITY RELIGIOUS AFFAIRS | $20,000 |
| THE FIRST TEE | ||||||
| 13000 SAWGRASS VILLAGE CIRCLE | PONTE VEDRA | FL | 32082 | PC | EMPOWERING KIDS THROUGH GOLF | $50,000 |
| THE GATHERING PLACE | ||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | PC | PROVIDE EMOTIONAL, PHYSICAL, SPIRITUAL, AND SOCIAL SUPPORT | $5,000 |
| TWO FOUNDATION | ||||||
| 8578 E WASHINGTON STREET | CHAGRIN FALLS | OH | 44023 | PC | PROVIDE WORKFORCE SUPPORT FOR EXCEPTIONAL PEOPLE | $300,000 |
| UNIVERSITY HOSPITALS HEALTH SYSTEMS | ||||||
| 2101 ADELBERT ROAD | CLEVELAND | OH | 44106 | PC | A TEACHING HOSPITAL | $992,744 |
| USS CLEVELAND LEGACY FOUNDATION | ||||||
| 1001 LAKESIDE AVE EAST 1520 | CLEVELAND | OH | 44114 | PC | PROMOTE CIVIL-MILITARY RELATIONS BETWEEN CITIZENS AND CREW | $25,000 |
| VALUES-IN-ACTION FOUNDATION | ||||||
| 6700 BETA DRIVE STE 120 | MAYFIELD | OH | 44143 | PC | RESCUER OF HUMANITY | $5,000 |
| VOCATIONAL GUIDANCE SERVICES | ||||||
| 2239 E 55TH STREET | CLEVELAND | OH | 44103 | PC | A VOCATIONAL REHABILITATION AGENCY | $10,000 |
| WALSH JESUIT HIGH SCHOOL | ||||||
| 4550 WYOGA LAKE ROAD | CUYAHOGA FALLS | OH | 44224 | PC | AN EDUCATIONAL INSTITUTION | $10,000 |
| WESTERN RESERVE LAND CONSERVANCY | ||||||
| 3850 CHAGRIN RIVER ROAD | CHAGRIN FALLS | OH | 44022 | PC | WORK TO PRESERVE NATURAL AREAS | $10,000 |
| MALTZ MUSEUM | ||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | PC | MUSEUM CELEBRATING THE HISTORY OF THE JEWISH COMMUNITY OF GREATER CLEVELAND AND NORTHEAST OHIO | $10,000 |
| GREATER CLEVELAND FOOD BANK | ||||||
| 13815 COIT ROAD | CLEVELAND | OH | 44110 | PC | FOOD BANK CONNECTING INDIVIDUALS WITH THE NUTRITIOUS MEALS THEY NEED TO SUCCEED. | $200,000 |
| MINDS MATTER CLEVELAND | ||||||
| 2515 JAY AVE UNIT 101 | CLEVELAND | OH | 44113 | PC | ORGANIZATION THAT CONNECTS DRIVEN AND DETERMINED STUDENTS FROM LOW INCOME FAMILIES WITH THE PEOPLE, PREPARATION, AND POSSIBILITIES TO SUCCEED IN COLLEGE. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,070,744 | 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 | $27,893 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $484,331 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,755,744 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| FEDERAL TAX REFUND | $40,299 |
| RECOVERED PRIOR YEAR GRANTS | $505,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,267,968 | ExclusionAmt |
| Related Or Exempt Function Incm | $545,299 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,813,267 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | OTHER INCOME IS A FEDERAL INCOME TAX REFUND AND A TIMING ADJUSTMENT. | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHRISTOPHER M CONNOR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 HARBOR POINT ROAD | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,679,264 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,439 SHARES OF SHW | NoncashPropertyDesc |
| Fair Market Value | $1,679,264 | FairMarketValueAmt |
| Received | 2023-12-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,387 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,387 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | AMOUNT ON LINE 4C IS 0 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS 638-209206 BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $36,350,301 | EOYBookValueAmt |
| EOYFMV | $35,842,241 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENDING DIVIDENDS | Desc |
| BOY Book Value | $11,425 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHW BASIS ADJUSTMENTS | Desc |
| Amt | $1,160,031 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING AND PUBLICITY | $1,629 | $0 | $1,629 |
| BANK FEES | $126 | $126 | $0 |
| PAYROLL SERVICE FEES | $1,345 | $0 | $1,345 |
| WORKERS' COMPENSATION | $127 | $0 | $127 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $40,299 | $40,299 |
| RECOVERED PRIOR YEAR GRANTS | $505,000 | $505,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $33,261 | Amt |
| Net Investment Income | $33,261 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,825 | $0 | $3,825 |
| FOREIGN INCOME TAX | $4,630 | $4,630 | $0 |
| OHIO ANNUAL CHARITABLE REGISTRATION FILING FEE | $200 | $0 | $200 |
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