2021-08-23T06:18:19-07:00 2020-12-31 STORY & COMPANY LLC 18 BIRCH DR NEWMARKET NH 03857 990PF 2020-01-01 473317026 Connor Foundation CONN 4403399663 46002 Falls Road Hunting Valley OH 440222542 Christopher M Connor President 4403399663 2021-08-21 Christopher Connor XXX-XX-XXXX Charles P Story P00173588 2162410062 3 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 22175355 X 13986149 195423 195423 866879 738 0 257 14181829 1062302 738 30000 30000 0 3043 3043 32414 32414 14165 2213 2422 0 20415 20415 100037 34627 55880 3729511 3729511 3829548 34627 3785391 10352281 1027675 738 91553 57500 57500 5108 353 353 0 0 9330659 20061322 22111636 0 0 0 0 0 7434 5866 5866 9434754 20125041 22175355 0 0 161 161 161 161 X 9434593 20124880 9434593 20124880 9434754 20125041 9434593 10352281 1211162 20998036 873156 20124880 Blackrock Strategic Income Opprtsi P 2019-01-24 2020-01-22 20020 0 19276 744 0 0 0 744 Invesco Exch Trd SLFIDX P 2019-12-27 2020-12-17 1420 0 1424 -4 0 0 0 -4 Invesco Exch Trd SLFIDX P 2020-01-29 2020-12-17 1389 0 1393 -4 0 0 0 -4 Invesco Exch Trd SLFIDX P 2020-02-26 2020-12-17 1258 0 1262 -4 0 0 0 -4 Invesco Exch Trd SLFIDX P 2020-03-27 2020-12-17 1384 0 1371 13 0 0 0 13 Invesco Exch Trd SLFIDX P 2020-04-28 2020-12-17 1286 0 1288 -2 0 0 0 -2 Invesco Exch Trd SLFIDX P 2020-05-27 2020-12-17 1194 0 1199 -5 0 0 0 -5 Invesco Exch Trd SLFIDX P 2020-10-28 2020-12-17 155 0 155 0 0 0 0 0 Invesco Exch Trd SLFIDX P 2020-11-25 2020-12-17 59 0 59 0 0 0 0 0 Invesco Exch Trd SLFIDX P 2016-04-06 2020-07-02 49709 0 49955 -246 0 0 0 -246 Invesco Exch Trd SLFIDX P 2016-04-07 2020-07-02 49687 0 50004 -317 0 0 0 -317 Invesco Exch Trd SLFIDX P 2016-05-06 2020-07-02 179 0 181 -2 0 0 0 -2 Invesco Exch Trd SLFIDX P 2016-06-07 2020-07-02 194 0 196 -2 0 0 0 -2 Invesco Exch Trd SLFIDX P 2016-07-08 2020-07-02 175 0 179 -4 0 0 0 -4 Invesco Exch Trd SLFIDX P 2016-08-04 2020-07-02 111 0 113 -2 0 0 0 -2 Invesco Exch Trd SLFIDX P 2016-05-03 2020-09-02 502 0 502 0 0 0 0 0 Invesco Exch Trd SLFIDX P 2018-01-22 2020-09-02 112567 0 112539 28 0 0 0 28 Invesco Exch Trd SLFIDX P 2018-01-29 2020-09-02 27985 0 27973 12 0 0 0 12 Invesco Exch Trd SLFIDX P 2018-02-06 2020-09-02 751 0 749 2 0 0 0 2 Invesco Exch Trd SLFIDX P 2018-02-23 2020-09-02 58315 0 57913 402 0 0 0 402 Invesco Exch Trd SLFIDX P 2016-05-03 2020-12-17 317 0 319 -2 0 0 0 -2 Invesco Exch Trd SLFIDX P 2016-05-29 2020-12-17 175 0 176 -1 0 0 0 -1 Invesco Exch Trd SLFIDX P 2018-02-23 2020-12-17 42436 0 42205 231 0 0 0 231 Invesco Exch Trd SLFIDX P 2018-03-06 2020-12-17 759 0 754 5 0 0 0 5 Invesco Exch Trd SLFIDX P 2018-03-07 2020-12-17 60488 0 60046 442 0 0 0 442 Invesco Exch Trd SLFIDX P 2018-03-27 2020-12-17 100962 0 100197 765 0 0 0 765 Invesco Exch Trd SLFIDX P 2018-05-04 2020-12-17 1138 0 1127 11 0 0 0 11 Invesco Exch Trd SLFIDX P 2018-07-06 2020-12-17 1151 0 1142 9 0 0 0 9 Invesco Exch Trd SLFIDX P 2018-08-06 2020-12-17 1166 0 1159 7 0 0 0 7 Invesco Exch Trd SLFIDX P 2018-08-29 2020-12-17 572 0 569 3 0 0 0 3 Invesco Exch Trd SLFIDX P 2018-09-26 2020-12-17 1368 0 1358 10 0 0 0 10 Invesco Exch Trd SLFIDX P 2018-10-29 2020-12-17 1121 0 1112 9 0 0 0 9 Invesco Exch Trd SLFIDX P 2018-11-28 2020-12-17 1254 0 1241 13 0 0 0 13 Invesco Exch Trd SLFIDX P 2018-12-27 2020-12-17 1838 0 1823 15 0 0 0 15 Invesco Exch Trd SLFIDX P 2019-01-29 2020-12-17 1373 0 1367 6 0 0 0 6 Invesco Exch Trd SLFIDX P 2019-02-26 2020-12-17 1250 0 1247 3 0 0 0 3 Invesco Exch Trd SLFIDX P 2019-03-27 2020-12-17 1382 0 1385 -3 0 0 0 -3 Invesco Exch Trd SLFIDX P 2019-04-26 2020-12-17 1380 0 1380 0 0 0 0 0 Invesco Exch Trd SLFIDX P 2019-05-29 2020-12-17 1451 0 1449 2 0 0 0 2 Invesco Exch Trd SLFIDX P 2019-06-26 2020-12-17 1396 0 1400 -4 0 0 0 -4 Invesco Exch Trd SLFIDX P 2019-07-29 2020-12-17 1436 0 1442 -6 0 0 0 -6 Invesco Exch Trd SLFIDX P 2019-08-28 2020-12-17 1426 0 1434 -8 0 0 0 -8 Invesco Exch Trd SLFIDX P 2019-09-26 2020-12-17 1398 0 1404 -6 0 0 0 -6 Invesco Exch Trd SLFIDX P 2019-10-29 2020-12-17 1433 0 1439 -6 0 0 0 -6 Invesco Exch Trd SLFIDX P 2019-11-26 2020-12-17 1393 0 1399 -6 0 0 0 -6 Sherwin-Williams Co. D 2004-06-28 2020-12-21 541076 0 21832 519244 0 0 0 519244 Sherwin-Williams Co. D 2004-06-28 2020-12-21 360053 0 14516 345537 0 0 0 345537 866879 738 2014-07-15 14285 0 14285 0 14285 4400 17100 21500 -21500 X 88 7127 7127 false false false false false false false true true OH true false true false false true N/A Erin C Reif 4403399663 45001 Falls Road Hunting Valley OH 440222548 false false false false false false false false false false false false false false false false false false false false 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 400 Park Avenue Beachwood OH 44122 Director 0.50 0 0 0 Erin C Reif 45001 Falls Road Hunting Valley OH 440222548 Director 20.00 30000 0 0 Kevin M Connor 17037 Claridon Troy Road Burton OH 440219611 Director 0.50 0 0 0 NONE 0 NONE 0 10492152 36957 7390 10536499 0 10536499 158047 10378452 518923 518923 14285 14285 504638 504638 504638 3785391 3785391 0 3785391 504638 0 85013 1255405 1217981 1318755 3877154 3785391 0 3785391 7662545 0 0 0 504638 0 7662545 85013 1255405 1217981 1318755 3785391 Christopher M Connor Erin C Reif 46002 Falls Road Hunting Valley OH 440222542 4403399663 Written applications disclosing qualified organization's name and purpose of amount requested. N/A None Conservancy for Cuyahoga Valley National Park 1403 West Hine Hill Road Peninsula OH 44264 PC To protect & preserve CVNP trails 10000 Western Reserve Land Conservancy 3850 Chagrin River Road Chagrin Falls OH 44022 PC Work to preservenatural areas 20000 Playhouse Square Foundation 1501 Euclid Avenue 200 Cleveland OH 44115 PC To provide forcommunityperforming arts 10000 The Diversity Center of NEO 3659 Green Road 220 Beachwood OH 44122 PC Create communitiesto connect allpeople 3500 Lake Erie Council 2241 Woodland Ave Cleveland OH 44115 PC Prepare youth tomake ethicaldecisions 10000 St Aloysius Agatha Church 10932 St Clair Avenue Cleveland OH 44108 PC To improvecommunity religiousaffairs 20000 Saint Martin De Porres High School 6111 Lausche Ave Cleveland OH 44103 PC To provide forsecondaryeducation 25000 Saint Igatius High School 1911 W 30th Street Cleveland OH 44113 PC Private HS rootedin Ignationtradition 1500 The Gathering Place 23300 Commerce Park Beachwood OH 44122 PC Provide emotional,physical, spiritualand social support 5000 Cleveland State University 2121 Euclid Avenue Cleveland OH 44115 PC Provide educationto the publicthrough the State of Ohio 5000 Values-In-Action Foundation 6700 Beta Drive Ste 120 Mayfield OH 44143 PC Rescuer ofHumanity 10000 FSH Society 450 Bedford Street Lexington MA 02420 PC Fight to cureMuscularDystrophy 10000 Achievement Centers for Children 4255 Northfield Road Highland Hills OH 44128 PC Empower children &adults withdisabilities 5000 MOCA 11400 Euclid Avenue Cleveland OH 44106 PC A modernart museum 15000 LAND Studio 1939 W 25th Street 200 Cleveland OH 44113 PC Connect people throughart & sustainablebuilding 20000 Valley Art Center 155 Bell Street Chagrin Falls OH 44022 PC Provide arteducation 5000 Vocational Guidance Services 2239 E 55th Street Cleveland OH 44103 PC A vocationalrehabilitationagency 10000 Walsh Jesuit High School 4550 Wyoga Lake Road Cuyahoga Falls OH 44224 PC Aneducationalinstitution 5000 University Hospitals 2101 Adelbert Road Cleveland OH 44106 PC A teachinghospital 27500 Catholic Charities USA 2050 Ballenger Avenue Alexandria VA 23314 PC Provides homesand healthcareto the needy 10000 Maltz Museum 2929 Richmond Road Beachwood OH 44122 PC Provide Jewishhistory of Greater Cleveland 10000 United Way of Greater Cleveland 1331 Euclid Avenue Cleveland OH 44115 PC Assist thosein deepest poverty 25000 AJC Cleveland Euclid Avenue Cleveland OH 44115 PC Enhance the well being of Jewishpeople & Israel 2500 Two Foundation 8578 E Washington Street Chagrin Falls OH 44023 PC Provide workforcesupport for exceptional people 2500 Lifeact 210 Bell Street Chagrin Falls OH 44022 PC Promote mental health & suicideprevention 2500 Providence House 2050 W 32nd Cleveland OH 44113 PC Provide childabuse preventionand support services 10000 The First Tee Cleveland 3841 Washington Park Blvd Newburgh Heights OH 44105 PC Provide juniorgolf programs 5000 Rock & Roll Hall of Fame 1100 E 9th Street Cleveland OH 44114 PC Document historyof rock music 1000000 Boys and Girls Club of Cleveland 6114 Broadway Avenue Cleveland OH 44127 PC Enable young people to reachtheir potential 25000 Chagrin Falls Park Community Ctr 7060 Woodland Avenue Chagrin Falls OH 44023 PC Unify the greater community 500 Girls for the World PO Box 662 Chagrin Falls OH 44022 PC Empower girls asagents for social change 1000 Greater Cleveland Food Bank 15500 South Waterloo Road Cleveland OH 44110 PC Ensure food for communities 16000 Hope for Kids Geauga 8584 E Washington St Chagrin Falls OH 44023 PC Improve the lives of at-riskchildren 1500 Cleveland Platform Tennis FD 12409 Madison Avenue Lakewood OH 44107 PC Increase accessand awareness inPlatform tennis 5000 Spice Field Kitchen 5601 Tillman Avenue Cleveland OH 44102 PC Change how people connectwith food 10000 Cleveland Metroparks 4101 Fulton PArkway Cleveland OH 44144 PC Conservationand education 5000 InMotion 23905 Mercantile Road Beachwood OH 44122 PC Assist peoplewith Parkinson'sDisease 23400 Julie Billiart Schools 4982 Clubside Road Lyndhurst OH 44124 PC Empower studentwith speciallearning needs 15000 Womankind 5350 Transportation Blvd Garfield Heights OH 44125 PC Assistance toto pregnant Women 2500 Chagrin Falls Suburban Volunteer 21 W Washington St Chagrin Falls OH 44022 PC Promote astrong community 1000 American Red Cross 3747 Euclid Avenue Cleveland OH 44114 PC Alleviate humansuffering inemergencies 10000 Fidelity Charitable PO Box 770001 Cincinnati OH 45277 PC Support for qualified charitableorganizations 2328611 3729511 195423 866878 1062301 1062301 4 & 8 Interest, dividends and capital gain income enhances the organization's 4 & 8 ability to make distributions to organizations that qualify as 4 & 8 public exempt organizations under Section 501(c)(3). false false false false false false false false false false X X 1 Christopher M Connor 560 Harbor Point Road Longboat Key FL 342283504 13986149 X 1 19,253sh Sherwin-Williams Co. CUSIP: XXX-XX-XXXX 13986149 2020-12-17 Office equipment 2017-12-18 356 0 200DB 5.000000000000 0 See attached, Fidelity Investments 20061322 22111636 Pending dividends 7434 5866 5866 Form 990-PF capital gains, not book 873155 Rounding 1 Bank fees for checking account 223 223 Office supplies 1212 1212 Promotion 18980 18980 Workers' Compensation Refund 257 Capital gains realized 866879 Unrealized gain from in-kind contribution 344283 Payroll taxes withheld (Ohio income tax) 161 161 MAI Capital Management Investment advice 32414 32414 Payroll taxes - FICA 2295 2295 Workers' Comp. Ins. 127 127 Foreign income tax 2213 2213 Ohio Charitable Trust 200 Federal excise tax 9330