CONNOR FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CONNOR FOUNDATION (EIN 47-3317026)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-23
IRS object ID
202112359349100201
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-23T06:18:19-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STORY & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118 BIRCH DRAddressLine1Txt
CityNEWMARKETCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03857ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473317026EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Connor FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCONNBusinessNameControlTxt
Phone4403399663PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line146002 Falls RoadAddressLine1Txt
CityHunting ValleyCityNm
State AbbreviationOHStateAbbreviationCd
ZIP440222542ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChristopher M ConnorPersonNm
Person TitlePresidentPersonTitleTxt
Phone4403399663PhoneNum
Signature2021-08-21SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstChristopherPersonFirstNm
Person LastConnorPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCharles P StoryPreparerPersonNm
PTINP00173588PTIN
Phone2162410062PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,175,355FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,986,149ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$195,423DividendsRevAndExpnssAmt
Dividends Net Invst Incm$195,423DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$866,879CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$738NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$257OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$14,181,829TotalRevAndExpnssAmt
Total Net Invst Incm$1,062,302TotalNetInvstIncmAmt
Total Adj Net Incm$738TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$30,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$30,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,043AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,043AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$32,414OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$32,414OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$14,165TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,213TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$2,422TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$20,415OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$20,415OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$100,037TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,627TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$55,880TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,729,511ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,729,511ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,829,548TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,627TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,785,391TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,352,281ExcessRevenueOverExpensesAmt
Net Investment Income$1,027,675NetInvestmentIncomeAmt
Adjusted Net Income$738AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$91,553CashBOYAmt
Cash EOY$57,500CashEOYAmt
Cash EOYFMV$57,500CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,108SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$353SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$353SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$9,330,659CorporateStockBOYAmt
Corporate Stock EOY$20,061,322CorporateStockEOYAmt
Corporate Stock EOYFMV$22,111,636CorporateStockEOYFMVAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$7,434OtherAssetsBOYAmt
Other Assets EOY$5,866OtherAssetsEOYAmt
Other Assets EOYFMV$5,866OtherAssetsEOYFMVAmt
Total Assets BOY$9,434,754TotalAssetsBOYAmt
Total Assets EOY$20,125,041TotalAssetsEOYAmt
Total Assets EOYFMV$22,175,355TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$161OtherLiabilitiesBOYAmt
Other Liabilities EOY$161OtherLiabilitiesEOYAmt
Total Liabilities BOY$161TotalLiabilitiesBOYAmt
Total Liabilities EOY$161TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$9,434,593RetainedEarningBOYAmt
Retained Earning EOY$20,124,880RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,434,593TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,124,880TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,434,754TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,125,041TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,434,593TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,352,281ExcessRevenueOverExpensesAmt
Other Increases$1,211,162OtherIncreasesAmt
Subtotal$20,998,036SubtotalAmt
Other Decreases$873,156OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,124,880TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Blackrock Strategic Income OpprtsiP2019-01-242020-01-22$20,020$0$19,276$744$0$0$0$744
Invesco Exch Trd SLFIDXP2019-12-272020-12-17$1,420$0$1,424-$4$0$0$0-$4
Invesco Exch Trd SLFIDXP2020-01-292020-12-17$1,389$0$1,393-$4$0$0$0-$4
Invesco Exch Trd SLFIDXP2020-02-262020-12-17$1,258$0$1,262-$4$0$0$0-$4
Invesco Exch Trd SLFIDXP2020-03-272020-12-17$1,384$0$1,371$13$0$0$0$13
Invesco Exch Trd SLFIDXP2020-04-282020-12-17$1,286$0$1,288-$2$0$0$0-$2
Invesco Exch Trd SLFIDXP2020-05-272020-12-17$1,194$0$1,199-$5$0$0$0-$5
Invesco Exch Trd SLFIDXP2020-10-282020-12-17$155$0$155$0$0$0$0$0
Invesco Exch Trd SLFIDXP2020-11-252020-12-17$59$0$59$0$0$0$0$0
Invesco Exch Trd SLFIDXP2016-04-062020-07-02$49,709$0$49,955-$246$0$0$0-$246
Invesco Exch Trd SLFIDXP2016-04-072020-07-02$49,687$0$50,004-$317$0$0$0-$317
Invesco Exch Trd SLFIDXP2016-05-062020-07-02$179$0$181-$2$0$0$0-$2
Invesco Exch Trd SLFIDXP2016-06-072020-07-02$194$0$196-$2$0$0$0-$2
Invesco Exch Trd SLFIDXP2016-07-082020-07-02$175$0$179-$4$0$0$0-$4
Invesco Exch Trd SLFIDXP2016-08-042020-07-02$111$0$113-$2$0$0$0-$2
Invesco Exch Trd SLFIDXP2016-05-032020-09-02$502$0$502$0$0$0$0$0
Invesco Exch Trd SLFIDXP2018-01-222020-09-02$112,567$0$112,539$28$0$0$0$28
Invesco Exch Trd SLFIDXP2018-01-292020-09-02$27,985$0$27,973$12$0$0$0$12
Invesco Exch Trd SLFIDXP2018-02-062020-09-02$751$0$749$2$0$0$0$2
Invesco Exch Trd SLFIDXP2018-02-232020-09-02$58,315$0$57,913$402$0$0$0$402
Invesco Exch Trd SLFIDXP2016-05-032020-12-17$317$0$319-$2$0$0$0-$2
Invesco Exch Trd SLFIDXP2016-05-292020-12-17$175$0$176-$1$0$0$0-$1
Invesco Exch Trd SLFIDXP2018-02-232020-12-17$42,436$0$42,205$231$0$0$0$231
Invesco Exch Trd SLFIDXP2018-03-062020-12-17$759$0$754$5$0$0$0$5
Invesco Exch Trd SLFIDXP2018-03-072020-12-17$60,488$0$60,046$442$0$0$0$442
Invesco Exch Trd SLFIDXP2018-03-272020-12-17$100,962$0$100,197$765$0$0$0$765
Invesco Exch Trd SLFIDXP2018-05-042020-12-17$1,138$0$1,127$11$0$0$0$11
Invesco Exch Trd SLFIDXP2018-07-062020-12-17$1,151$0$1,142$9$0$0$0$9
Invesco Exch Trd SLFIDXP2018-08-062020-12-17$1,166$0$1,159$7$0$0$0$7
Invesco Exch Trd SLFIDXP2018-08-292020-12-17$572$0$569$3$0$0$0$3
Invesco Exch Trd SLFIDXP2018-09-262020-12-17$1,368$0$1,358$10$0$0$0$10
Invesco Exch Trd SLFIDXP2018-10-292020-12-17$1,121$0$1,112$9$0$0$0$9
Invesco Exch Trd SLFIDXP2018-11-282020-12-17$1,254$0$1,241$13$0$0$0$13
Invesco Exch Trd SLFIDXP2018-12-272020-12-17$1,838$0$1,823$15$0$0$0$15
Invesco Exch Trd SLFIDXP2019-01-292020-12-17$1,373$0$1,367$6$0$0$0$6
Invesco Exch Trd SLFIDXP2019-02-262020-12-17$1,250$0$1,247$3$0$0$0$3
Invesco Exch Trd SLFIDXP2019-03-272020-12-17$1,382$0$1,385-$3$0$0$0-$3
Invesco Exch Trd SLFIDXP2019-04-262020-12-17$1,380$0$1,380$0$0$0$0$0
Invesco Exch Trd SLFIDXP2019-05-292020-12-17$1,451$0$1,449$2$0$0$0$2
Invesco Exch Trd SLFIDXP2019-06-262020-12-17$1,396$0$1,400-$4$0$0$0-$4
Invesco Exch Trd SLFIDXP2019-07-292020-12-17$1,436$0$1,442-$6$0$0$0-$6
Invesco Exch Trd SLFIDXP2019-08-282020-12-17$1,426$0$1,434-$8$0$0$0-$8
Invesco Exch Trd SLFIDXP2019-09-262020-12-17$1,398$0$1,404-$6$0$0$0-$6
Invesco Exch Trd SLFIDXP2019-10-292020-12-17$1,433$0$1,439-$6$0$0$0-$6
Invesco Exch Trd SLFIDXP2019-11-262020-12-17$1,393$0$1,399-$6$0$0$0-$6
Sherwin-Williams Co.D2004-06-282020-12-21$541,076$0$21,832$519,244$0$0$0$519,244
Sherwin-Williams Co.D2004-06-282020-12-21$360,053$0$14,516$345,537$0$0$0$345,537
FieldValueIRS element (for citing)
Capital Gain Net Income$866,879CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$738NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Ruling Letter2014-07-15RulingLetterDt
Investment Income Excise Tax$14,285InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,285SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,285TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,400EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$17,100ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$21,500TotalPaymentsAndCreditsAmt
Original Return Overpayment-$21,500OriginalReturnOverpaymentAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$88EsPenaltyAmt
Overpayment$7,127OverpaymentAmt
Applied To ES Tax$7,127AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksErin C ReifIndividualWithBooksNm
Phone4403399663PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line145001 Falls RoadAddressLine1Txt
CityHunting ValleyCityNm
State AbbreviationOHStateAbbreviationCd
ZIP440222548ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Christopher M Connor
560 Harbor Point RoadLongboat KeyFL34228President0.50$0$0$0
Sara H Connor
46002 Falls RoadHunting ValleyOH440222542Secretary0.50$0$0$0
Daniel J Connor
400 Park AvenueBeachwoodOH44122Director0.50$0$0$0
Erin C Reif
45001 Falls RoadHunting ValleyOH440222548Director20.00$30,000$0$0
Kevin M Connor
17037 Claridon Troy RoadBurtonOH440219611Director0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,492,152AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,957AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$7,390FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,536,499TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$10,536,499AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$158,047CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,378,452NetVlNoncharitableAssetsAmt
Minimum Investment Return$518,923MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$518,923MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,285TaxBasedOnInvestmentIncomeAmt
Total Tax$14,285TotalTaxAmt
Distributable Before Adj$504,638DistributableBeforeAdjAmt
Distributable Before Ded$504,638DistributableBeforeDedAmt
Distributable As Adjusted$504,638DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,785,391ExpensesAndContributionsAmt
Qualifying Distributions$3,785,391QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,785,391AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$504,638DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$85,013ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,255,405ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,217,981ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,318,755ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,877,154TotalExcessDistributionCyovAmt
Qualifying Distributions$3,785,391QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$3,785,391RemainingDistriFromCorpusAmt
Total Corpus$7,662,545TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$504,638UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,662,545ExcessDistriCyovToNextYrAmt
Excess From Year4$85,013ExcessFromYear4Amt
Excess From Year3$1,255,405ExcessFromYear3Amt
Excess From Year2$1,217,981ExcessFromYear2Amt
Excess From Year1$1,318,755ExcessFromYear1Amt
Excess From Current Year$3,785,391ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerChristopher M ConnorContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonErin C ReifRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line146002 Falls RoadAddressLine1Txt
CityHunting ValleyCityNm
State AbbreviationOHStateAbbreviationCd
ZIP440222542ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4403399663RecipientPhoneNum
Form And Info And MaterialsWritten applications disclosing qualified organization's name and purpose of amount requested.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Conservancy for Cuyahoga Valley National Park
1403 West Hine Hill RoadPeninsulaOH44264PCTo protect & preserve CVNP trails$10,000
Western Reserve Land Conservancy
3850 Chagrin River RoadChagrin FallsOH44022PCWork to preservenatural areas$20,000
Playhouse Square Foundation
1501 Euclid Avenue 200ClevelandOH44115PCTo provide forcommunityperforming arts$10,000
The Diversity Center of NEO
3659 Green Road 220BeachwoodOH44122PCCreate communitiesto connect allpeople$3,500
Lake Erie Council
2241 Woodland AveClevelandOH44115PCPrepare youth tomake ethicaldecisions$10,000
St Aloysius Agatha Church
10932 St Clair AvenueClevelandOH44108PCTo improvecommunity religiousaffairs$20,000
Saint Martin De Porres High School
6111 Lausche AveClevelandOH44103PCTo provide forsecondaryeducation$25,000
Saint Igatius High School
1911 W 30th StreetClevelandOH44113PCPrivate HS rootedin Ignationtradition$1,500
The Gathering Place
23300 Commerce ParkBeachwoodOH44122PCProvide emotional,physical, spiritualand social support$5,000
Cleveland State University
2121 Euclid AvenueClevelandOH44115PCProvide educationto the publicthrough the State of Ohio$5,000
Values-In-Action Foundation
6700 Beta Drive Ste 120MayfieldOH44143PCRescuer ofHumanity$10,000
FSH Society
450 Bedford StreetLexingtonMA02420PCFight to cureMuscularDystrophy$10,000
Achievement Centers for Children
4255 Northfield RoadHighland HillsOH44128PCEmpower children &adults withdisabilities$5,000
MOCA
11400 Euclid AvenueClevelandOH44106PCA modernart museum$15,000
LAND Studio
1939 W 25th Street 200ClevelandOH44113PCConnect people throughart & sustainablebuilding$20,000
Valley Art Center
155 Bell StreetChagrin FallsOH44022PCProvide arteducation$5,000
Vocational Guidance Services
2239 E 55th StreetClevelandOH44103PCA vocationalrehabilitationagency$10,000
Walsh Jesuit High School
4550 Wyoga Lake RoadCuyahoga FallsOH44224PCAneducationalinstitution$5,000
University Hospitals
2101 Adelbert RoadClevelandOH44106PCA teachinghospital$27,500
Catholic Charities USA
2050 Ballenger AvenueAlexandriaVA23314PCProvides homesand healthcareto the needy$10,000
Maltz Museum
2929 Richmond RoadBeachwoodOH44122PCProvide Jewishhistory of Greater Cleveland$10,000
United Way of Greater Cleveland
1331 Euclid AvenueClevelandOH44115PCAssist thosein deepest poverty$25,000
AJC Cleveland
Euclid AvenueClevelandOH44115PCEnhance the well being of Jewishpeople & Israel$2,500
Two Foundation
8578 E Washington StreetChagrin FallsOH44023PCProvide workforcesupport for exceptional people$2,500
Lifeact
210 Bell StreetChagrin FallsOH44022PCPromote mental health & suicideprevention$2,500
Providence House
2050 W 32ndClevelandOH44113PCProvide childabuse preventionand support services$10,000
The First Tee Cleveland
3841 Washington Park BlvdNewburgh HeightsOH44105PCProvide juniorgolf programs$5,000
Rock & Roll Hall of Fame
1100 E 9th StreetClevelandOH44114PCDocument historyof rock music$1,000,000
Boys and Girls Club of Cleveland
6114 Broadway AvenueClevelandOH44127PCEnable young people to reachtheir potential$25,000
Chagrin Falls Park Community Ctr
7060 Woodland AvenueChagrin FallsOH44023PCUnify the greater community$500
Girls for the World
PO Box 662Chagrin FallsOH44022PCEmpower girls asagents for social change$1,000
Greater Cleveland Food Bank
15500 South Waterloo RoadClevelandOH44110PCEnsure food for communities$16,000
Hope for Kids Geauga
8584 E Washington StChagrin FallsOH44023PCImprove the lives of at-riskchildren$1,500
Cleveland Platform Tennis FD
12409 Madison AvenueLakewoodOH44107PCIncrease accessand awareness inPlatform tennis$5,000
Spice Field Kitchen
5601 Tillman AvenueClevelandOH44102PCChange how people connectwith food$10,000
Cleveland Metroparks
4101 Fulton PArkwayClevelandOH44144PCConservationand education$5,000
InMotion
23905 Mercantile RoadBeachwoodOH44122PCAssist peoplewith Parkinson'sDisease$23,400
Julie Billiart Schools
4982 Clubside RoadLyndhurstOH44124PCEmpower studentwith speciallearning needs$15,000
Womankind
5350 Transportation BlvdGarfield HeightsOH44125PCAssistance toto pregnant Women$2,500
Chagrin Falls Suburban Volunteer
21 W Washington StChagrin FallsOH44022PCPromote astrong community$1,000
American Red Cross
3747 Euclid AvenueClevelandOH44114PCAlleviate humansuffering inemergencies$10,000
Fidelity Charitable
PO Box 770001CincinnatiOH45277PCSupport for qualified charitableorganizations$2,328,611
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,729,511TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$195,423RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$866,878RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,062,301RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,062,301TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4 & 8Interest, dividends and capital gain income enhances the organization's
4 & 8ability to make distributions to organizations that qualify as
4 & 8public exempt organizations under Section 501(c)(3).

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonChristopher M ConnorContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1560 Harbor Point RoadAddressLine1Txt
CityLongboat KeyCityNm
State AbbreviationFLStateAbbreviationCd
ZIP342283504ZIPCd
FieldValueIRS element (for citing)
Total Contributions$13,986,149TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property19,253sh Sherwin-Williams Co. CUSIP: XXX-XX-XXXXNoncashPropertyDesc
Fair Market Value$13,986,149FairMarketValueAmt
Received2020-12-17ReceivedDt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyOffice equipmentPropertyDesc
Acquired2017-12-18AcquiredDt
Cost Or Other Basis$356CostOrOtherBasisAmt
Prior Year Depreciation$0PriorYearDepreciationAmt
Computation Method200DBComputationMethodTxt
Life5.000000000000LifeRt
Current Year Expense$0CurrentYearExpenseAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSee attached, Fidelity InvestmentsStockNm
EOY Book Value$20,061,322EOYBookValueAmt
EOYFMV$22,111,636EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPending dividendsDesc
BOY Book Value$7,434BOYBookValueAmt
EOY Book Value$5,866EOYBookValueAmt
EOYFMV$5,866EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Form 990-PF capital gains, not book$873,155
Rounding$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank fees for checking account$223$223
Office supplies$1,212$1,212
Promotion$18,980$18,980

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescWorkers' Compensation RefundDesc
Revenue And Expenses Per Books$257RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Capital gains realized$866,879
Unrealized gain from in-kind contribution$344,283

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPayroll taxes withheld (Ohio income tax)Desc
BOY Book Value$161BOYBookValueAmt
EOY Book Value$161EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMAI Capital Management Investment adviceCategoryTxt
Amt$32,414Amt
Net Investment Income$32,414NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Payroll taxes - FICA$2,295$2,295
Workers' Comp. Ins.$127$127
Foreign income tax$2,213$2,213
Ohio Charitable Trust$200
Federal excise tax$9,330

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.