CONNOR FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CONNOR FOUNDATION (EIN 47-3317026)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202201369349101310
- Schema version
- 2021v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T06:25:47-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464268683 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STORY & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 BIRCH DR | AddressLine1Txt |
| City | NEWMARKET | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03857 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 M Connor | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4403399663 | PhoneNum |
| Signature | 2022-05-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Christopher | PersonFirstNm |
| Person Last | Connor | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles P Story | PreparerPersonNm |
| PTIN | P00173588 | PTIN |
| Phone | 2162410062 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $42,035,915 | 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 | $15,246,533 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $302,004 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $302,004 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $4,451,823 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $5,471 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $15,554,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,753,827 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,004 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,004 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,243 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,243 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,194 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,194 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $26,669 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,821 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,958 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,141 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,141 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $122,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,015 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,346 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,162,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,162,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,284,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,015 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,224,996 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,269,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,714,812 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,500 | CashBOYAmt |
| Cash EOY | $317,555 | CashEOYAmt |
| Cash EOYFMV | $317,555 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $353 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,485 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,485 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $20,061,322 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,236,712 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,677,431 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $356 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $356 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $5,866 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,444 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,444 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,125,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,595,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,035,915 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $161 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $576 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $161 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $576 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $20,124,880 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,594,620 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,124,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,594,620 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,125,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,595,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,124,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,269,107 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,451,823 | OtherIncreasesAmt |
| Subtotal | $38,845,810 | SubtotalAmt |
| Other Decreases | $4,251,190 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,594,620 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (130 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded BULSHS 2021 | P | 2020-04-28 | 2021-04-13 | $1,413 | $0 | $1,420 | -$7 | $0 | $0 | $0 | -$7 |
| Invesco Exchange Traded BULSHS 2021 | P | 2020-05-27 | 2021-04-13 | $1,427 | $0 | $1,440 | -$13 | $0 | $0 | $0 | -$13 |
| Invesco Exchange Traded BULSHS 2021 | P | 2020-06-26 | 2021-04-13 | $1,284 | $0 | $1,299 | -$15 | $0 | $0 | $0 | -$15 |
| Invesco Exchange Traded BULSHS 2021 | P | 2020-07-29 | 2021-04-13 | $963 | $0 | $974 | -$11 | $0 | $0 | $0 | -$11 |
| Invesco Exchange Traded BULSHS 2021 | P | 2020-08-27 | 2021-04-13 | $905 | $0 | $914 | -$9 | $0 | $0 | $0 | -$9 |
| Invesco Exchange Traded BULSHS 2021 | P | 2020-09-28 | 2021-04-13 | $886 | $0 | $894 | -$8 | $0 | $0 | $0 | -$8 |
| Invesco Exchange Traded BULSHS 2021 | P | 2020-10-28 | 2021-04-13 | $863 | $0 | $869 | -$6 | $0 | $0 | $0 | -$6 |
| Invesco Exchange Traded BULSHS 2021 | P | 2020-11-25 | 2021-04-13 | $802 | $0 | $807 | -$5 | $0 | $0 | $0 | -$5 |
| Invesco Exchange Traded BULSHS 2021 | P | 2020-12-29 | 2021-04-13 | $1,947 | $0 | $1,953 | -$6 | $0 | $0 | $0 | -$6 |
| Invesco Exchange Traded BULSHS 2021 | P | 2021-01-27 | 2021-04-13 | $782 | $0 | $784 | -$2 | $0 | $0 | $0 | -$2 |
| Invesco Exchange Traded BULSHS 2021 | P | 2021-02-24 | 2021-04-13 | $644 | $0 | $644 | $0 | $0 | $0 | $0 | $0 |
| Invesco Exchange Traded BULSHS 2021 | P | 2021-03-29 | 2021-04-13 | $595 | $0 | $595 | $0 | $0 | $0 | $0 | $0 |
| Invesco Exchange Traded BULSHS 2021 | P | 2021-04-30 | 2021-09-10 | $352 | $0 | $353 | -$1 | $0 | $0 | $0 | -$1 |
| Invesco Exchange Traded BULSHS 2021 | P | 2021-05-26 | 2021-09-10 | $297 | $0 | $298 | -$1 | $0 | $0 | $0 | -$1 |
| Invesco Exchange Traded BULSHS 2021 | P | 2021-06-28 | 2021-09-10 | $257 | $0 | $257 | $0 | $0 | $0 | $0 | $0 |
| Invesco Exchange Traded BULSHS 2021 | P | 2021-07-28 | 2021-09-10 | $195 | $0 | $195 | $0 | $0 | $0 | $0 | $0 |
| Invesco Exchange Traded BULSHS 2021 | P | 2021-08-27 | 2021-09-10 | $108 | $0 | $108 | $0 | $0 | $0 | $0 | $0 |
| Invesco Exchange Traded BULSHS 2021 | P | 2021-09-10 | 2021-09-10 | $74 | $0 | $74 | $0 | $0 | $0 | $0 | $0 |
| iShares Tr ISHS 1-5 Year | P | 2020-12-03 | 2021-11-17 | $407 | $0 | $407 | $0 | $0 | $0 | $0 | $0 |
| iShares Tr ISHS 1-5 Year | P | 2020-12-21 | 2021-11-17 | $364 | $0 | $364 | $0 | $0 | $0 | $0 | $0 |
| iShares Tr ISHS 1-5 Year | P | 2021-02-03 | 2021-11-17 | $370 | $0 | $370 | $0 | $0 | $0 | $0 | $0 |
| iShares Tr ISHS 1-5 Year | P | 2021-04-30 | 2021-11-17 | $195,909 | $0 | $198,328 | -$2,419 | $0 | $0 | $0 | -$2,419 |
| iShares Tr ISHS 1-5 Year | P | 2021-08-04 | 2021-11-17 | $1,615 | $0 | $1,615 | $0 | $0 | $0 | $0 | $0 |
| iShares Tr ISHS 5-10 Year | P | 2020-12-03 | 2021-12-02 | $558 | $0 | $558 | $0 | $0 | $0 | $0 | $0 |
| iShares Tr ISHS 5-10 Year | P | 2020-12-21 | 2021-12-02 | $541 | $0 | $555 | -$14 | $0 | $0 | $0 | -$14 |
| iShares Tr ISHS 5-10 Year | P | 2021-02-03 | 2021-12-02 | $522 | $0 | $540 | -$18 | $0 | $0 | $0 | -$18 |
| iShares Tr ISHS 5-10 Year | P | 2021-03-03 | 2021-12-02 | $531 | $0 | $539 | -$8 | $0 | $0 | $0 | -$8 |
| iShares Tr ISHS 5-10 Year | P | 2021-04-06 | 2021-12-02 | $516 | $0 | $517 | -$1 | $0 | $0 | $0 | -$1 |
| iShares Tr ISHS 5-10 Year | P | 2021-05-05 | 2021-12-02 | $504 | $0 | $509 | -$5 | $0 | $0 | $0 | -$5 |
| iShares Tr ISHS 5-10 Year | P | 2021-06-03 | 2021-12-02 | $520 | $0 | $525 | -$5 | $0 | $0 | $0 | -$5 |
| iShares Tr ISHS 5-10 Year | P | 2021-07-06 | 2021-12-02 | $503 | $0 | $516 | -$13 | $0 | $0 | $0 | -$13 |
| iShares Tr ISHS 5-10 Year | P | 2021-08-04 | 2021-12-02 | $505 | $0 | $521 | -$16 | $0 | $0 | $0 | -$16 |
| iShares Tr ISHS 5-10 Year | P | 2021-09-03 | 2021-12-02 | $494 | $0 | $507 | -$13 | $0 | $0 | $0 | -$13 |
| iShares Tr ISHS 5-10 Year | P | 2021-10-05 | 2021-12-02 | $512 | $0 | $520 | -$8 | $0 | $0 | $0 | -$8 |
| iShares Tr ISHS 5-10 Year | P | 2021-11-03 | 2021-12-02 | $510 | $0 | $514 | -$4 | $0 | $0 | $0 | -$4 |
| MAI Managed Vol Income | P | 2020-09-28 | 2021-01-12 | $77 | $0 | $73 | $4 | $0 | $0 | $0 | $4 |
| MAI Managed Vol Income | P | 2020-12-29 | 2021-01-12 | $117 | $0 | $116 | $1 | $0 | $0 | $0 | $1 |
| Sherwin-Williams | P | 2021-03-10 | 2021-04-28 | $27,336 | $0 | $24,092 | $3,244 | $0 | $0 | $0 | $3,244 |
| Vanguard Scottsdale Short-T | P | 2020-10-05 | 2021-09-10 | $736 | $0 | $737 | -$1 | $0 | $0 | $0 | -$1 |
| Vanguard Scottsdale Short-T | P | 2020-11-04 | 2021-09-10 | $730 | $0 | $732 | -$2 | $0 | $0 | $0 | -$2 |
| Vanguard Scottsdale Short-T | P | 2020-12-03 | 2021-09-10 | $673 | $0 | $673 | $0 | $0 | $0 | $0 | $0 |
| Vanguard Scottsdale Short-T | P | 2020-12-28 | 2021-09-10 | $684 | $0 | $684 | $0 | $0 | $0 | $0 | $0 |
| Vanguard Scottsdale Short-T | P | 2021-02-03 | 2021-09-10 | $652 | $0 | $652 | $0 | $0 | $0 | $0 | $0 |
| Vanguard Scottsdale Short-T | P | 2021-04-30 | 2021-09-10 | $243,167 | $0 | $243,472 | -$305 | $0 | $0 | $0 | -$305 |
| Vanguard Scottsdale Short-T | P | 2021-08-04 | 2021-09-10 | $1,752 | $0 | $1,756 | -$4 | $0 | $0 | $0 | -$4 |
| Vanguard Scottsdale Short-T | P | 2020-12-28 | 2021-10-28 | $288 | $0 | $291 | -$3 | $0 | $0 | $0 | -$3 |
| Vanguard Scottsdale Short-T | P | 2021-02-03 | 2021-10-28 | $1,704 | $0 | $1,711 | -$7 | $0 | $0 | $0 | -$7 |
| Vanguard Scottsdale Short-T | P | 2021-04-30 | 2021-10-28 | $96,782 | $0 | $97,749 | -$967 | $0 | $0 | $0 | -$967 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-01-16 | 2021-04-13 | $27,412 | $0 | $27,351 | $61 | $0 | $0 | $0 | $61 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-01-22 | 2021-04-13 | $41,760 | $0 | $41,532 | $228 | $0 | $0 | $0 | $228 |
| Invesco Exchange Traded BULSHS 2021 | P | 2019-03-27 | 2021-04-13 | $1,511 | $0 | $1,506 | $5 | $0 | $0 | $0 | $5 |
| Invesco Exchange Traded BULSHS 2021 | P | 2019-04-26 | 2021-04-13 | $1,499 | $0 | $1,492 | $7 | $0 | $0 | $0 | $7 |
| Invesco Exchange Traded BULSHS 2021 | P | 2019-05-29 | 2021-04-13 | $1,568 | $0 | $1,563 | $5 | $0 | $0 | $0 | $5 |
| Invesco Exchange Traded BULSHS 2021 | P | 2019-06-26 | 2021-04-13 | $1,524 | $0 | $1,526 | -$2 | $0 | $0 | $0 | -$2 |
| Invesco Exchange Traded BULSHS 2021 | P | 2019-07-29 | 2021-04-13 | $1,560 | $0 | $1,563 | -$3 | $0 | $0 | $0 | -$3 |
| Invesco Exchange Traded BULSHS 2021 | P | 2019-08-28 | 2021-04-13 | $1,545 | $0 | $1,555 | -$10 | $0 | $0 | $0 | -$10 |
| Invesco Exchange Traded BULSHS 2021 | P | 2019-09-26 | 2021-04-13 | $1,520 | $0 | $1,527 | -$7 | $0 | $0 | $0 | -$7 |
| Invesco Exchange Traded BULSHS 2021 | P | 2019-10-29 | 2021-04-13 | $1,558 | $0 | $1,566 | -$8 | $0 | $0 | $0 | -$8 |
| Invesco Exchange Traded BULSHS 2021 | P | 2019-11-26 | 2021-04-13 | $1,489 | $0 | $1,496 | -$7 | $0 | $0 | $0 | -$7 |
| Invesco Exchange Traded BULSHS 2021 | P | 2019-12-27 | 2021-04-13 | $1,667 | $0 | $1,673 | -$6 | $0 | $0 | $0 | -$6 |
| Invesco Exchange Traded BULSHS 2021 | P | 2020-01-29 | 2021-04-13 | $1,504 | $0 | $1,512 | -$8 | $0 | $0 | $0 | -$8 |
| Invesco Exchange Traded BULSHS 2021 | P | 2020-02-26 | 2021-04-13 | $1,406 | $0 | $1,416 | -$10 | $0 | $0 | $0 | -$10 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-01-22 | 2021-09-10 | $138,830 | $0 | $138,375 | $455 | $0 | $0 | $0 | $455 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-01-29 | 2021-09-10 | $31,085 | $0 | $30,974 | $111 | $0 | $0 | $0 | $111 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-02-06 | 2021-09-10 | $834 | $0 | $830 | $4 | $0 | $0 | $0 | $4 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-02-23 | 2021-09-10 | $75,198 | $0 | $74,408 | $790 | $0 | $0 | $0 | $790 |
| Invesco Exchange Traded BULSHS 2021 | P | 2019-02-26 | 2021-09-10 | $1,317 | $0 | $1,306 | $11 | $0 | $0 | $0 | $11 |
| Invesco Exchange Traded BULSHS 2021 | P | 2020-03-27 | 2021-09-10 | $1,511 | $0 | $1,497 | $14 | $0 | $0 | $0 | $14 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-02-23 | 2021-10-12 | $26,128 | $0 | $25,858 | $270 | $0 | $0 | $0 | $270 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-03-06 | 2021-10-12 | $866 | $0 | $855 | $11 | $0 | $0 | $0 | $11 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-03-07 | 2021-10-12 | $46,477 | $0 | $45,872 | $605 | $0 | $0 | $0 | $605 |
| Invesco Exchange Traded BULSHS 2021 | P | 2019-01-29 | 2021-10-12 | $1,475 | $0 | $1,457 | $18 | $0 | $0 | $0 | $18 |
| Invesco Exchange Traded BULSHS 2021 | P | 2020-06-29 | 2021-10-12 | $74 | $0 | $75 | -$1 | $0 | $0 | $0 | -$1 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-03-07 | 2021-10-20 | $14,332 | $0 | $14,145 | $187 | $0 | $0 | $0 | $187 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-03-27 | 2021-10-20 | $12,023 | $0 | $11,844 | $179 | $0 | $0 | $0 | $179 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-08-29 | 2021-10-20 | $655 | $0 | $645 | $10 | $0 | $0 | $0 | $10 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-03-27 | 2021-10-28 | $89,621 | $0 | $88,333 | $1,288 | $0 | $0 | $0 | $1,288 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-05-04 | 2021-10-28 | $1,231 | $0 | $1,209 | $22 | $0 | $0 | $0 | $22 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-07-06 | 2021-10-28 | $1,300 | $0 | $1,279 | $21 | $0 | $0 | $0 | $21 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-08-06 | 2021-10-28 | $1,327 | $0 | $1,307 | $20 | $0 | $0 | $0 | $20 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-09-26 | 2021-10-28 | $1,587 | $0 | $1,561 | $26 | $0 | $0 | $0 | $26 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-10-29 | 2021-10-28 | $1,223 | $0 | $1,201 | $22 | $0 | $0 | $0 | $22 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-11-28 | 2021-10-28 | $1,392 | $0 | $1,364 | $28 | $0 | $0 | $0 | $28 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-12-27 | 2021-10-28 | $2,283 | $0 | $2,240 | $43 | $0 | $0 | $0 | $43 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-12-28 | 2021-10-28 | $39 | $0 | $38 | $1 | $0 | $0 | $0 | $1 |
| Invesco Exchange Traded BULSHS 2021 | P | 2018-11-28 | 2021-11-01 | $5 | $0 | $5 | $0 | $0 | $0 | $0 | $0 |
| iShares Tr ISHS 1-5 Year | P | 2020-08-05 | 2021-11-17 | $334 | $0 | $334 | $0 | $0 | $0 | $0 | $0 |
| iShares Tr ISHS 1-5 Year | P | 2020-09-03 | 2021-11-17 | $343 | $0 | $343 | $0 | $0 | $0 | $0 | $0 |
| iShares Tr ISHS 1-5 Year | P | 2020-10-05 | 2021-11-17 | $382 | $0 | $382 | $0 | $0 | $0 | $0 | $0 |
| iShares Tr ISHS 1-5 Year | P | 2020-11-04 | 2021-11-17 | $413 | $0 | $413 | $0 | $0 | $0 | $0 | $0 |
| iShares Tr ISHS 5-10 Year | P | 2016-04-07 | 2021-12-02 | $3,137 | $0 | $2,911 | $226 | $0 | $0 | $0 | $226 |
| iShares Tr ISHS 5-10 Year | P | 2016-05-03 | 2021-12-02 | $160,813 | $0 | $148,631 | $12,182 | $0 | $0 | $0 | $12,182 |
| iShares Tr ISHS 5-10 Year | P | 2016-05-06 | 2021-12-02 | $1,097 | $0 | $1,021 | $76 | $0 | $0 | $0 | $76 |
| iShares Tr ISHS 5-10 Year | P | 2016-06-07 | 2021-12-02 | $1,104 | $0 | $1,028 | $76 | $0 | $0 | $0 | $76 |
| iShares Tr ISHS 5-10 Year | P | 2016-07-08 | 2021-12-02 | $1,095 | $0 | $1,032 | $63 | $0 | $0 | $0 | $63 |
| iShares Tr ISHS 5-10 Year | P | 2016-08-04 | 2021-12-02 | $1,077 | $0 | $1,014 | $63 | $0 | $0 | $0 | $63 |
| iShares Tr ISHS 5-10 Year | P | 2016-09-07 | 2021-12-02 | $1,066 | $0 | $1,005 | $61 | $0 | $0 | $0 | $61 |
| iShares Tr ISHS 5-10 Year | P | 2016-10-06 | 2021-12-02 | $1,090 | $0 | $1,019 | $71 | $0 | $0 | $0 | $71 |
| iShares Tr ISHS 5-10 Year | P | 2016-11-04 | 2021-12-02 | $1,085 | $0 | $1,014 | $71 | $0 | $0 | $0 | $71 |
| iShares Tr ISHS 5-10 Year | P | 2017-06-06 | 2021-12-02 | $1,138 | $0 | $1,059 | $79 | $0 | $0 | $0 | $79 |
| iShares Tr ISHS 5-10 Year | P | 2017-08-04 | 2021-12-02 | $1,171 | $0 | $1,089 | $82 | $0 | $0 | $0 | $82 |
| iShares Tr ISHS 5-10 Year | P | 2017-09-07 | 2021-12-02 | $1,173 | $0 | $1,096 | $77 | $0 | $0 | $0 | $77 |
| iShares Tr ISHS 5-10 Year | P | 2017-10-04 | 2021-12-02 | $1,192 | $0 | $1,108 | $84 | $0 | $0 | $0 | $84 |
| iShares Tr ISHS 5-10 Year | P | 2017-11-03 | 2021-12-02 | $1,181 | $0 | $1,095 | $86 | $0 | $0 | $0 | $86 |
| iShares Tr ISHS 5-10 Year | P | 2019-04-03 | 2021-12-02 | $1,034 | $0 | $956 | $78 | $0 | $0 | $0 | $78 |
| iShares Tr ISHS 5-10 Year | P | 2019-05-03 | 2021-12-02 | $1,012 | $0 | $940 | $72 | $0 | $0 | $0 | $72 |
| iShares Tr ISHS 5-10 Year | P | 2019-06-05 | 2021-12-02 | $1,032 | $0 | $975 | $57 | $0 | $0 | $0 | $57 |
| iShares Tr ISHS 5-10 Year | P | 2019-07-03 | 2021-12-02 | $981 | $0 | $946 | $35 | $0 | $0 | $0 | $35 |
| iShares Tr ISHS 5-10 Year | P | 2019-08-05 | 2021-12-02 | $967 | $0 | $938 | $29 | $0 | $0 | $0 | $29 |
| iShares Tr ISHS 5-10 Year | P | 2019-09-05 | 2021-12-02 | $948 | $0 | $930 | $18 | $0 | $0 | $0 | $18 |
| iShares Tr ISHS 5-10 Year | P | 2019-10-03 | 2021-12-02 | $912 | $0 | $896 | $16 | $0 | $0 | $0 | $16 |
| iShares Tr ISHS 5-10 Year | P | 2019-11-05 | 2021-12-02 | $929 | $0 | $904 | $25 | $0 | $0 | $0 | $25 |
| iShares Tr ISHS 5-10 Year | P | 2019-12-04 | 2021-12-02 | $921 | $0 | $902 | $19 | $0 | $0 | $0 | $19 |
| iShares Tr ISHS 5-10 Year | P | 2019-12-23 | 2021-12-02 | $844 | $0 | $825 | $19 | $0 | $0 | $0 | $19 |
| iShares Tr ISHS 5-10 Year | P | 2020-02-05 | 2021-12-02 | $911 | $0 | $907 | $4 | $0 | $0 | $0 | $4 |
| iShares Tr ISHS 5-10 Year | P | 2020-03-04 | 2021-12-02 | $890 | $0 | $907 | -$17 | $0 | $0 | $0 | -$17 |
| iShares Tr ISHS 5-10 Year | P | 2020-05-05 | 2021-12-02 | $934 | $0 | $910 | $24 | $0 | $0 | $0 | $24 |
| iShares Tr ISHS 5-10 Year | P | 2020-06-03 | 2021-12-02 | $826 | $0 | $829 | -$3 | $0 | $0 | $0 | -$3 |
| iShares Tr ISHS 5-10 Year | P | 2020-07-06 | 2021-12-02 | $777 | $0 | $793 | -$16 | $0 | $0 | $0 | -$16 |
| iShares Tr ISHS 5-10 Year | P | 2020-08-05 | 2021-12-02 | $541 | $0 | $541 | $0 | $0 | $0 | $0 | $0 |
| iShares Tr ISHS 5-10 Year | P | 2020-09-03 | 2021-12-02 | $548 | $0 | $567 | -$19 | $0 | $0 | $0 | -$19 |
| iShares Tr ISHS 5-10 Year | P | 2020-10-05 | 2021-12-02 | $594 | $0 | $610 | -$16 | $0 | $0 | $0 | -$16 |
| iShares Tr ISHS 5-10 Year | P | 2020-11-04 | 2021-12-02 | $596 | $0 | $615 | -$19 | $0 | $0 | $0 | -$19 |
| MAI Managed Vol Income | P | 2016-04-05 | 2021-01-12 | $24,795 | $0 | $21,404 | $3,391 | $0 | $0 | $0 | $3,391 |
| Sherwin-Williams | D | 2005-02-07 | 2021-02-11 | $1,290,535 | $0 | $89,314 | $1,201,221 | $0 | $0 | $0 | $1,201,221 |
| Sherwin-Williams | D | 2005-02-07 | 2021-02-17 | $1,130,766 | $0 | $79,390 | $1,051,376 | $0 | $0 | $0 | $1,051,376 |
| Sherwin-Williams | D | 2005-02-07 | 2021-04-28 | $2,266,994 | $0 | $88,480 | $2,178,514 | $0 | $0 | $0 | $2,178,514 |
| Vanguard Scottsdale Short-T | P | 2020-08-05 | 2021-09-10 | $818 | $0 | $820 | -$2 | $0 | $0 | $0 | -$2 |
| Vanguard Scottsdale Short-T | P | 2020-09-03 | 2021-09-10 | $750 | $0 | $750 | $0 | $0 | $0 | $0 | $0 |
| Vanguard Scottsdale Short-T | P | 2020-09-28 | 2021-10-28 | $1,132 | $0 | $1,144 | -$12 | $0 | $0 | $0 | -$12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,451,823 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$648 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2014-07-15 | RulingLetterDt |
| Investment Income Excise Tax | $65,536 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,536 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,879 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $64,055 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $81,934 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$81,934 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $16,384 | OverpaymentAmt |
| Applied To ES Tax | $16,384 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| Christopher M Connor | ||||||||
| 560 Harbor Point Road | Longboat Key | FL | 34228 | President | 0.50 | $0 | $0 | $0 |
| Sara H Connor | ||||||||
| 46002 Falls Road | Hunting Valley | OH | 440222542 | Secretary | 0.50 | $0 | $0 | $0 |
| Daniel J Connor | ||||||||
| 7145 Hunting Ridge | Chesterland | OH | 44026 | Director | 0.50 | $0 | $0 | $0 |
| Erin C Reif | ||||||||
| 45001 Falls Road | Hunting Valley | OH | 440222548 | Director | 20.00 | $50,004 | $0 | $0 |
| Kevin M Connor | ||||||||
| 14 Colony Lane | Cleveland | OH | 44108 | Director | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,189,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,655 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,286,679 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $25,286,679 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $379,300 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,907,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,245,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,245,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,536 | TotalTaxAmt |
| Distributable Before Adj | $1,179,833 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,179,833 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,179,833 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,224,996 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,224,996 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,179,833 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $85,013 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,255,405 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,217,981 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,318,755 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,785,391 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,662,545 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,224,996 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,224,996 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,887,541 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,179,833 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $85,013 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,802,528 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,255,405 | ExcessFromYear4Amt |
| Excess From Year3 | $1,217,981 | ExcessFromYear3Amt |
| Excess From Year2 | $1,318,755 | ExcessFromYear2Amt |
| Excess From Year1 | $3,785,391 | ExcessFromYear1Amt |
| Excess From Current Year | $1,224,996 | 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 |
| 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 (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Conservancy for Cuyahoga Valley National Park | ||||||
| 1403 West Hine Hill Road | Peninsula | OH | 44264 | PC | To protect & preserve CVNP trails | $515,000 |
| Western Reserve Land Conservancy | ||||||
| 3850 Chagrin River Road | Chagrin Falls | OH | 44022 | PC | Work to preservenatural areas | $20,000 |
| Playhouse Square Foundation | ||||||
| 1501 Euclid Avenue 200 | Cleveland | OH | 44115 | PC | To provide forcommunityperforming arts | $10,000 |
| The Diversity Center of NEO | ||||||
| 3659 Green Road 220 | Beachwood | OH | 44122 | PC | Create communitiesto connect allpeople | $5,000 |
| Lake Erie Council | ||||||
| 2241 Woodland Ave | Cleveland | OH | 44115 | PC | Prepare youth tomake ethicaldecisions | $10,000 |
| St Aloysius Agatha Church | ||||||
| 10932 St Clair Avenue | Cleveland | OH | 44108 | PC | To improvecommunity religiousaffairs | $20,000 |
| Cuyahoga Valley Scenic Railroad | ||||||
| PO Box 158 | Peninsula | OH | 44264 | PC | Dedicated topreservation ofhistoric railcars | $8,500 |
| Saint Igatius High School | ||||||
| 1911 W 30th Street | Cleveland | OH | 44113 | PC | Private HS rootedin Ignationtradition | $1,500 |
| The Gathering Place | ||||||
| 23300 Commerce Park | Beachwood | OH | 44122 | PC | Provide emotional,physical, spiritualand social support | $5,000 |
| Cleveland State University | ||||||
| 2121 Euclid Avenue | Cleveland | OH | 44115 | PC | Provide educationto the publicthrough the State of Ohio | $5,000 |
| Values-In-Action Foundation | ||||||
| 6700 Beta Drive Ste 120 | Mayfield | OH | 44143 | PC | Rescuer ofHumanity | $10,000 |
| FSH Society | ||||||
| 450 Bedford Street | Lexington | MA | 02420 | PC | Fight to cureMuscularDystrophy | $10,000 |
| Achievement Centers for Children | ||||||
| 4255 Northfield Road | Highland Hills | OH | 44128 | PC | Empower children &adults withdisabilities | $5,000 |
| MOCA | ||||||
| 11400 Euclid Avenue | Cleveland | OH | 44106 | PC | A modernart museum | $21,000 |
| LAND Studio | ||||||
| 1939 W 25th Street 200 | Cleveland | OH | 44113 | PC | Connect people throughart & sustainablebuilding | $20,000 |
| Valley Art Center | ||||||
| 155 Bell Street | Chagrin Falls | OH | 44022 | PC | Provide arteducation | $1,000 |
| Vocational Guidance Services | ||||||
| 2239 E 55th Street | Cleveland | OH | 44103 | PC | A vocationalrehabilitationagency | $10,000 |
| Walsh Jesuit High School | ||||||
| 4550 Wyoga Lake Road | Cuyahoga Falls | OH | 44224 | PC | Aneducationalinstitution | $5,000 |
| University Hospitals | ||||||
| 2101 Adelbert Road | Cleveland | OH | 44106 | PC | A teachinghospital | $12,000 |
| Catholic Charities USA | ||||||
| 2050 Ballenger Avenue | Alexandria | VA | 23314 | PC | Provides homesand healthcareto the needy | $10,000 |
| Maltz Museum | ||||||
| 2929 Richmond Road | Beachwood | OH | 44122 | PC | Provide Jewishhistory of Greater Cleveland | $30,000 |
| United Way of Greater Cleveland | ||||||
| 1331 Euclid Avenue | Cleveland | OH | 44115 | PC | Assist thosein deepest poverty | $25,000 |
| AJC Cleveland | ||||||
| Euclid Avenue | Cleveland | OH | 44115 | PC | Enhance the well being of Jewishpeople & Israel | $2,500 |
| Two Foundation | ||||||
| 8578 E Washington Street | Chagrin Falls | OH | 44023 | PC | Provide workforcesupport for exceptional people | $2,500 |
| Lifeact | ||||||
| 210 Bell Street | Chagrin Falls | OH | 44022 | PC | Promote mental health & suicideprevention | $2,500 |
| University Circle Inc | ||||||
| 10831 Magnolia Drive | Cleveland | OH | 44106 | PC | Advocating for University CircleNeighborhood | $20,000 |
| USS Cleveland Legacy Foundation | ||||||
| 1001 Lakeside Ave East 1520 | Cleveland | OH | 44114 | PC | Promote civil-militaryrelations betweencitizens and crew | $25,000 |
| Jesuit Retreat Center | ||||||
| 5629 State Road | Cleveland | OH | 44134 | PC | Document historyof rock music | $10,000 |
| Boys and Girls Club of Cleveland | ||||||
| 6114 Broadway Avenue | Cleveland | OH | 44127 | PC | Enable young people to reachtheir potential | $5,000 |
| Chagrin Falls Park Community Ctr | ||||||
| 7060 Woodland Avenue | Chagrin Falls | OH | 44023 | PC | Unify the greater community | $500 |
| Hopewell | ||||||
| 9637 State Rt 534 | Middlefield | OH | 44062 | PC | Treat mental illness via therapeuticfarm community | $2,500 |
| Greater Cleveland Food Bank | ||||||
| 15500 South Waterloo Road | Cleveland | OH | 44110 | PC | Ensure food for communities | $100,000 |
| Hope for Kids Geauga | ||||||
| 8584 E Washington St | Chagrin Falls | OH | 44023 | PC | Improve the lives of at-riskchildren | $1,500 |
| Cleveland Platform Tennis FD | ||||||
| 12409 Madison Avenue | Lakewood | OH | 44107 | PC | Increase accessand awareness inPlatform tennis | $25,000 |
| Spice Field Kitchen | ||||||
| 5601 Tillman Avenue | Cleveland | OH | 44102 | PC | Change how people connectwith food | $750 |
| Cleveland Metroparks | ||||||
| 4101 Fulton PArkway | Cleveland | OH | 44144 | PC | Conservationand education | $5,000 |
| InMotion | ||||||
| 23905 Mercantile Road | Beachwood | OH | 44122 | PC | Assist peoplewith Parkinson'sDisease | $24,900 |
| Contemporary Youth Orchestra | ||||||
| 2900 Community College Ave MCCA 109 | Cleveland | OH | 44115 | PC | Youth study andperformance ofcontemporary works | $10,000 |
| Chagrin Falls Suburban Volunteer | ||||||
| 21 W Washington St | Chagrin Falls | OH | 44022 | PC | Promote astrong community | $500 |
| American Red Cross | ||||||
| 3747 Euclid Avenue | Cleveland | OH | 44114 | PC | Alleviate humansuffering inemergencies | $15,000 |
| Adaptive Community Approach Program | ||||||
| 121 Wiscondin Ave 4924 | Waukesha | WI | 53186 | PC | Community based program for individualswith disabilities | $2,500 |
| Villa Angela-St Jpseph HS | ||||||
| 18491 Lakeshore Blvd | Cleveland | OH | 44119 | PC | Catholic college-preparatory high school | $5,000 |
| Open Doors Academy | ||||||
| 1427 36th Street 4206a | Cleveland | OH | 44114 | PC | Youth development to break the cycle of poverty | $5,000 |
| Minds Matter of Cleveland Inc | ||||||
| 2515 Jay Ave 101 | Cleveland | OH | 44113 | PC | Prepare low-incomeyouth forcollege success | $15,000 |
| John Carroll | ||||||
| 1 John Carroll Blvd | University Heights | OH | 44118 | PC | Private Jesuit Catholic University | $5,000 |
| Welsh Academy | ||||||
| 1944 W 32nd Street | Cleveland | OH | 44113 | PC | Catholic all-boysschool for 6-8 | $100,000 |
| Cuyahoga County Public Library | ||||||
| 2111 Snow Road | Parma | OH | 44134 | PC | Library for Cuyahoga County | $10,000 |
| Transformations by Cleveland Angels | ||||||
| 25935 Detroit Road | Cleveland | OH | 44145 | PC | Support the fostercare community | $3,000 |
| Fieldstone Farm | ||||||
| 16497 Snyder Road | Chagrin Falls | OH | 44023 | PC | Therapeutic Riding Center | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,162,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $302,004 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,451,823 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Workers' Comp. refund | $471 |
| Employee retention credit | $5,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,759,298 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,759,298 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4,8&11 | Interest, dividends, capital gain and other income that enhance |
| 4,8&11 | the organization's ability to make distributions to organizations |
| 4,8&11 | that qualify as public exempt organizations under Section 501(c)(3). |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | 342283504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,246,533 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 44,850sh Sherwin-Williams Co. CUSIP: XXX-XX-XXXX | NoncashPropertyDesc |
| Fair Market Value | $15,246,533 | FairMarketValueAmt |
| Received | 2021-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Story & Company, LLC Accounting/Tax | CategoryTxt |
| Amt | $4,243 | Amt |
| Disbursements Charitable Prps | $4,243 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Office equipment | PropertyDesc |
| Acquired | 2017-12-18 | AcquiredDt |
| Cost Or Other Basis | $356 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $0 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $0 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See attached statement | StockNm |
| EOY Book Value | $34,236,712 | EOYBookValueAmt |
| EOYFMV | $41,677,431 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Office printer | CategoryOrItemTxt |
| Cost Or Other Basis | $356 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $356 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pending dividends | Desc |
| BOY Book Value | $5,866 | BOYBookValueAmt |
| EOY Book Value | $5,444 | EOYBookValueAmt |
| EOYFMV | $5,444 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Form 990-PF capital gains, not book | $4,246,416 |
| Unrealized gain from investments sold | $4,774 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank fees for checking account | $306 | $306 |
| Office supplies | $0 | $0 |
| Promotion | $3,835 | $3,835 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Workers' Compensation Refund | $471 |
| Employee retension credit | $5,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gains realized | Desc |
| Amt | $4,451,823 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll taxes withheld (Ohio income tax) | Desc |
| BOY Book Value | $161 | BOYBookValueAmt |
| EOY Book Value | $576 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MAI Capital Management Investment advice | CategoryTxt |
| Amt | $37,194 | Amt |
| Net Investment Income | $37,194 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Payroll taxes - FICA | $3,825 | $3,825 | |
| Workers' Comp. Ins. | $133 | $133 | |
| Foreign income tax | $1,821 | $1,821 | |
| Ohio Charitable Trust | $200 | ||
| Federal excise tax | $20,690 |
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