CONNOR FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CONNOR FOUNDATION (EIN 47-3317026)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2021-09-03
- IRS object ID
- 202142469349100514
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- 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 | 2021-09-03T13:12:09-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2019-01-01 | 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 | 2021-08-21 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles P Story | PreparerPersonNm |
| PTIN | P00173588 | PTIN |
| Phone | 2162410062 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,954,900 | 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 | $1,185 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $277,980 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $277,980 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $201,754 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,122 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $114 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $279,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $479,734 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,122 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $360 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $360 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,214 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,214 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,056 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,056 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,354 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,730 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,424 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $387 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $387 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,385 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,281,370 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,281,370 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,363,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,318,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,084,462 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $439,948 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,122 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,210 | CashBOYAmt |
| Cash EOY | $91,553 | CashEOYAmt |
| Cash EOYFMV | $91,553 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $408,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,108 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,108 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $9,897,311 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,330,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,850,805 | CorporateStockEOYFMVAmt |
| 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 | $7,346 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,434 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,434 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,317,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,434,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,954,900 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $161 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $161 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $161 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $161 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,317,303 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,434,593 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,317,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,434,593 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,317,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,434,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,317,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,084,462 | ExcessRevenueOverExpensesAmt |
| Other Increases | $201,754 | OtherIncreasesAmt |
| Subtotal | $9,434,595 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,434,593 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (75 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 5,121.000sh Doubleline Total Return Bond Fd. | P | 2019-01-24 | 2019-10-17 | $54,928 | $0 | $53,441 | $1,487 | $0 | $0 | $0 | $1,487 |
| 832.000sh Goldman Sachs ETF Trequity | P | 2019-01-24 | 2019-12-16 | $53,473 | $0 | $44,020 | $9,453 | $0 | $0 | $0 | $9,453 |
| 83.174sh Invesco Exch Trd SLFIDX Fd. | P | 2018-12-27 | 2019-12-16 | $1,753 | $0 | $1,750 | $3 | $0 | $0 | $0 | $3 |
| 56.691sh Invesco Exch Trd SLFIDX Fd. | P | 2019-01-29 | 2019-12-16 | $1,195 | $0 | $1,195 | $0 | $0 | $0 | $0 | $0 |
| 51.138sh Invesco Exch Trd SLFIDX Fd. | P | 2019-02-26 | 2019-12-16 | $1,078 | $0 | $1,077 | $1 | $0 | $0 | $0 | $1 |
| 59.038sh Invesco Exch Trd SLFIDX Fd. | P | 2019-03-27 | 2019-12-16 | $1,244 | $0 | $1,244 | $0 | $0 | $0 | $0 | $0 |
| 54.784sh Invesco Exch Trd SLFIDX Fd. | P | 2019-04-26 | 2019-12-16 | $1,155 | $0 | $1,155 | $0 | $0 | $0 | $0 | $0 |
| 54.347sh Invesco Exch Trd SLFIDX Fd. | P | 2016-07-29 | 2019-12-16 | $1,145 | $0 | $1,146 | -$1 | $0 | $0 | $0 | -$1 |
| 52.934sh Invesco Exch Trd SLFIDX Fd. | P | 2019-08-28 | 2019-12-16 | $1,116 | $0 | $1,116 | $0 | $0 | $0 | $0 | $0 |
| 28.372sh Invesco Exch Trd SLFIDX Fd. | P | 2019-11-26 | 2019-12-16 | $598 | $0 | $598 | $0 | $0 | $0 | $0 | $0 |
| 278.000sh iShares S&P 500 Growth ETF | P | 2019-01-24 | 2019-12-16 | $53,010 | $0 | $43,825 | $9,185 | $0 | $0 | $0 | $9,185 |
| 495.000sh SPDR Ser Tr S&P Divid ETF | P | 2019-01-24 | 2019-12-16 | $53,372 | $0 | $46,274 | $7,098 | $0 | $0 | $0 | $7,098 |
| 20,471.228sh Templeton Global Bond Advisor | P | 2019-01-04 | 2019-12-19 | $216,176 | $0 | $234,278 | -$18,102 | $0 | $0 | $0 | -$18,102 |
| 2,357.000sh Invesco Exch Trd SLFIDX Fd. | P | 2016-04-06 | 2019-06-11 | $49,741 | $0 | $49,961 | -$220 | $0 | $0 | $0 | -$220 |
| 2,359.000sh Invesco Exch Trd SLFIDX Fd. | P | 2016-04-07 | 2019-06-11 | $49,783 | $0 | $50,069 | -$286 | $0 | $0 | $0 | -$286 |
| 7.197sh Invesco Exch Trd SLFIDX Fd. | P | 2016-05-06 | 2019-06-11 | $152 | $0 | $153 | -$1 | $0 | $0 | $0 | -$1 |
| 7.879sh Invesco Exch Trd SLFIDX Fd. | P | 2016-06-07 | 2019-06-11 | $166 | $0 | $168 | -$2 | $0 | $0 | $0 | -$2 |
| 6.924sh Invesco Exch Trd SLFIDX Fd. | P | 2016-07-08 | 2019-06-11 | $146 | $0 | $148 | -$2 | $0 | $0 | $0 | -$2 |
| 64.357sh Invesco Exch Trd SLFIDX Fd. | P | 2016-04-06 | 2019-10-18 | $1,359 | $0 | $1,359 | $0 | $0 | $0 | $0 | $0 |
| 52.198sh Invesco Exch Trd SLFIDX Fd. | P | 2019-04-21 | 2019-10-18 | $1,102 | $0 | $1,105 | -$3 | $0 | $0 | $0 | -$3 |
| .474sh Invesco Exch Trd SLFIDX Fd. | P | 2016-07-08 | 2019-10-18 | $10 | $0 | $10 | $0 | $0 | $0 | $0 | $0 |
| 7.094sh Invesco Exch Trd SLFIDX Fd. | P | 2016-08-04 | 2019-10-18 | $150 | $0 | $152 | -$2 | $0 | $0 | $0 | -$2 |
| 7.928sh Invesco Exch Trd SLFIDX Fd. | P | 2016-09-07 | 2019-10-18 | $167 | $0 | $170 | -$3 | $0 | $0 | $0 | -$3 |
| 7.205sh Invesco Exch Trd SLFIDX Fd. | P | 2016-10-06 | 2019-10-18 | $152 | $0 | $154 | -$2 | $0 | $0 | $0 | -$2 |
| 6.659sh Invesco Exch Trd SLFIDX Fd. | P | 2016-11-04 | 2019-10-18 | $141 | $0 | $142 | -$1 | $0 | $0 | $0 | -$1 |
| 7.257sh Invesco Exch Trd SLFIDX Fd. | P | 2016-12-06 | 2019-10-18 | $153 | $0 | $154 | -$1 | $0 | $0 | $0 | -$1 |
| 1.784sh Invesco Exch Trd SLFIDX Fd. | P | 2017-01-03 | 2019-10-18 | $38 | $0 | $38 | $0 | $0 | $0 | $0 | $0 |
| 6.050sh Invesco Exch Trd SLFIDX Fd. | P | 2017-01-03 | 2019-10-18 | $128 | $0 | $128 | $0 | $0 | $0 | $0 | $0 |
| 7.734sh Invesco Exch Trd SLFIDX Fd. | P | 2017-02-06 | 2019-10-18 | $163 | $0 | $164 | -$1 | $0 | $0 | $0 | -$1 |
| 5.943sh Invesco Exch Trd SLFIDX Fd. | P | 2017-03-06 | 2019-10-18 | $125 | $0 | $126 | -$1 | $0 | $0 | $0 | -$1 |
| 6.717sh Invesco Exch Trd SLFIDX Fd. | P | 2017-04-06 | 2019-10-18 | $142 | $0 | $142 | $0 | $0 | $0 | $0 | $0 |
| 6.392sh Invesco Exch Trd SLFIDX Fd. | P | 2017-05-04 | 2019-10-18 | $135 | $0 | $135 | $0 | $0 | $0 | $0 | $0 |
| 7.494sh Invesco Exch Trd SLFIDX Fd. | P | 2017-06-06 | 2019-10-18 | $158 | $0 | $159 | -$1 | $0 | $0 | $0 | -$1 |
| 6.762sh Invesco Exch Trd SLFIDX Fd. | P | 2017-07-07 | 2019-10-18 | $143 | $0 | $144 | -$1 | $0 | $0 | $0 | -$1 |
| 6.920sh Invesco Exch Trd SLFIDX Fd. | P | 2017-08-04 | 2019-10-18 | $146 | $0 | $147 | -$1 | $0 | $0 | $0 | -$1 |
| 6.995sh Invesco Exch Trd SLFIDX Fd. | P | 2017-09-07 | 2019-10-18 | $148 | $0 | $149 | -$1 | $0 | $0 | $0 | -$1 |
| 7.178sh Invesco Exch Trd SLFIDX Fd. | P | 2017-10-05 | 2019-10-18 | $152 | $0 | $152 | $0 | $0 | $0 | $0 | $0 |
| 6.764sh Invesco Exch Trd SLFIDX Fd. | P | 2017-11-06 | 2019-10-18 | $143 | $0 | $143 | $0 | $0 | $0 | $0 | $0 |
| 6.828sh Invesco Exch Trd SLFIDX Fd. | P | 2017-12-06 | 2019-10-18 | $144 | $0 | $144 | $0 | $0 | $0 | $0 | $0 |
| 0.576sh Invesco Exch Trd SLFIDX Fd. | P | 2018-01-02 | 2019-10-18 | $12 | $0 | $12 | $0 | $0 | $0 | $0 | $0 |
| 1.889sh Invesco Exch Trd SLFIDX Fd. | P | 2018-01-02 | 2019-10-18 | $40 | $0 | $40 | $0 | $0 | $0 | $0 | $0 |
| 9.216sh Invesco Exch Trd SLFIDX Fd. | P | 2018-01-02 | 2019-10-18 | $195 | $0 | $194 | $1 | $0 | $0 | $0 | $1 |
| 6,170.000sh Invesco Exch Trd SLFIDX Fd. | P | 2018-01-16 | 2019-10-18 | $130,253 | $0 | $129,986 | $267 | $0 | $0 | $0 | $267 |
| 2,349.586sh Invesco Exch Trd SLFIDX Fd. | P | 2018-01-22 | 2019-10-18 | $49,601 | $0 | $49,428 | $173 | $0 | $0 | $0 | $173 |
| 51.323sh Invesco Exch Trd SLFIDX Fd. | P | 2016-04-06 | 2019-12-16 | $1,082 | $0 | $1,086 | -$4 | $0 | $0 | $0 | -$4 |
| 33.141sh Invesco Exch Trd SLFIDX Fd. | P | 2016-05-02 | 2019-12-16 | $698 | $0 | $702 | -$4 | $0 | $0 | $0 | -$4 |
| 3,825.414sh Invesco Exch Trd SLFIDX Fd. | P | 2018-01-22 | 2019-12-16 | $80,621 | $0 | $80,476 | $145 | $0 | $0 | $0 | $145 |
| 1,329.000sh Invesco Exch Trd SLFIDX Fd. | P | 2018-01-29 | 2019-12-16 | $28,009 | $0 | $28,001 | $8 | $0 | $0 | $0 | $8 |
| 31.431sh Invesco Exch Trd SLFIDX Fd. | P | 2018-02-06 | 2019-12-16 | $662 | $0 | $662 | $0 | $0 | $0 | $0 | $0 |
| 4,759.000sh Invesco Exch Trd SLFIDX Fd. | P | 2018-02-23 | 2019-12-16 | $100,296 | $0 | $100,036 | $260 | $0 | $0 | $0 | $260 |
| 31.050sh Invesco Exch Trd SLFIDX Fd. | P | 2018-03-06 | 2019-12-16 | $654 | $0 | $651 | $3 | $0 | $0 | $0 | $3 |
| 2,863.000sh Invesco Exch Trd SLFIDX Fd. | P | 2018-03-07 | 2019-12-16 | $60,338 | $0 | $60,030 | $308 | $0 | $0 | $0 | $308 |
| 4,767.000sh Invesco Exch Trd SLFIDX Fd. | P | 2018-03-27 | 2019-12-16 | $100,464 | $0 | $99,995 | $469 | $0 | $0 | $0 | $469 |
| 48.008sh Invesco Exch Trd SLFIDX Fd. | P | 2018-05-04 | 2019-12-16 | $1,012 | $0 | $1,007 | $5 | $0 | $0 | $0 | $5 |
| 48.509sh Invesco Exch Trd SLFIDX Fd. | P | 2018-07-06 | 2019-12-16 | $1,022 | $0 | $1,019 | $3 | $0 | $0 | $0 | $3 |
| 49.050sh Invesco Exch Trd SLFIDX Fd. | P | 2018-08-06 | 2019-12-16 | $1,034 | $0 | $1,032 | $2 | $0 | $0 | $0 | $2 |
| 23.534sh Invesco Exch Trd SLFIDX Fd. | P | 2018-08-29 | 2019-12-16 | $496 | $0 | $496 | $0 | $0 | $0 | $0 | $0 |
| 58.363sh Invesco Exch Trd SLFIDX Fd. | P | 2018-09-26 | 2019-12-16 | $1,230 | $0 | $1,230 | $0 | $0 | $0 | $0 | $0 |
| 46.090sh Invesco Exch Trd SLFIDX Fd. | P | 2018-10-29 | 2019-12-16 | $971 | $0 | $970 | $1 | $0 | $0 | $0 | $1 |
| 52.609sh Invesco Exch Trd SLFIDX Fd. | P | 2018-11-28 | 2019-12-16 | $1,109 | $0 | $1,108 | $1 | $0 | $0 | $0 | $1 |
| 0.273sh Invesco Exch Trd SLFIDX Fd. | P | 2016-04-06 | 2019-12-18 | $6 | $0 | $6 | $0 | $0 | $0 | $0 | $0 |
| 675.000sh iShares Inc Core MSCI Emerging Mkts | P | 2016-04-11 | 2019-12-16 | $35,547 | $0 | $27,971 | $7,576 | $0 | $0 | $0 | $7,576 |
| 313.000sh iShares Russell 1000 Growth ETF | P | 2016-04-11 | 2019-12-16 | $54,300 | $0 | $31,345 | $22,955 | $0 | $0 | $0 | $22,955 |
| 109.000sh iShares Russell 2000 Growth ETF | P | 2016-04-11 | 2019-12-16 | $23,244 | $0 | $14,486 | $8,758 | $0 | $0 | $0 | $8,758 |
| 158.000sh iShares Russell 2000 Value ETF | P | 2016-04-11 | 2019-12-16 | $20,182 | $0 | $14,581 | $5,601 | $0 | $0 | $0 | $5,601 |
| 158.000sh iShares S&P Mid Cap 400 Growth | P | 2016-04-11 | 2019-12-16 | $37,224 | $0 | $25,700 | $11,524 | $0 | $0 | $0 | $11,524 |
| 219.000sh iShares S&P MidCap 400 Value | P | 2016-04-11 | 2019-12-16 | $37,160 | $0 | $26,926 | $10,234 | $0 | $0 | $0 | $10,234 |
| 420.000sh iShares S&P 500 Value | P | 2016-04-11 | 2019-12-16 | $54,269 | $0 | $37,673 | $16,596 | $0 | $0 | $0 | $16,596 |
| 479.000sh iShares Tr EAFE Sml Cp | P | 2016-04-11 | 2019-12-16 | $29,689 | $0 | $23,910 | $5,779 | $0 | $0 | $0 | $5,779 |
| 611.000sh iShares Trust Core MSCI EAFE | P | 2016-04-11 | 2019-12-16 | $39,901 | $0 | $32,352 | $7,549 | $0 | $0 | $0 | $7,549 |
| 273.000sh Sherwin Williams Co | P | 2000-09-14 | 2019-01-24 | $107,524 | $0 | $104,751 | $2,773 | $0 | $0 | $0 | $2,773 |
| 6,527.000sh Sherwin Williams Co | P | 2004-03-23 | 2019-01-24 | $2,565,546 | $0 | $2,504,443 | $61,103 | $0 | $0 | $0 | $61,103 |
| 100.000sh SPDR S&P MidCap 400 | P | 2016-04-11 | 2019-12-16 | $37,360 | $0 | $26,175 | $11,185 | $0 | $0 | $0 | $11,185 |
| 167.000sh SPDR S&P500 | P | 2016-04-11 | 2019-12-16 | $53,413 | $0 | $34,357 | $19,056 | $0 | $0 | $0 | $19,056 |
| 6,897.000sh Wasatch Emerging Markets Small Cap | P | 2016-04-06 | 2019-12-16 | $20,001 | $0 | $19,169 | $832 | $0 | $0 | $0 | $832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $201,754 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,122 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,215,990 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,534,949 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.127530 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,254,553 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,610,302 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.223616 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $105,016 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,897,724 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.021442 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Total Distribution | 0.372588 | TotalDistributionRt |
| Average Distribution | 0.124196 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,205,690 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,391,702 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,399 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,396,101 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,318,755 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2014-07-15 | RulingLetterDt |
| Investment Income Excise Tax | $8,799 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,799 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,799 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,869 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,869 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,869 | OriginalReturnTaxPaidAmt |
| Tax Due | $4,930 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | N/A | 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 | ||||||||
| 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 | $30,000 | $0 | $0 |
| Kevin M Connor | ||||||||
| 17037 Claridon Troy Road | Burton | OH | 440219611 | 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 | $11,346,885 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,060 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,390 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,376,335 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,376,335 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,205,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $560,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $560,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,799 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,799 | TotalTaxAmt |
| Distributable Before Adj | $551,486 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $551,486 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $551,486 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,318,755 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,318,755 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,318,755 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $551,486 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,013 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,255,405 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,217,981 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,558,399 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,318,755 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,318,755 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,877,154 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $551,486 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,877,154 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $85,013 | ExcessFromYear3Amt |
| Excess From Year2 | $1,255,405 | ExcessFromYear2Amt |
| Excess From Year1 | $1,217,981 | ExcessFromYear1Amt |
| Excess From Current Year | $1,318,755 | 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 (37 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 | $6,000 |
| Western Reserve Land Conservancy | ||||||
| 3850 Chagrin River Road | Chagrin Falls | OH | 44022 | PC | Work to preservenatural areas | $22,620 |
| Playhouse Square Foundation | ||||||
| 1501 Euclid Avenue 200 | Cleveland | OH | 44115 | PC | To provide forcommunityperforming arts | $12,000 |
| The Diversity Center of NEO | ||||||
| 3659 Green Road 220 | Beachwood | OH | 44122 | PC | Create communitiesto connect allpeople | $3,500 |
| 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 |
| Fieldstone Farm | ||||||
| 16497 Snyder Road | Chagrin Falls | OH | 44023 | PC | To providetherapy throughriding horses | $1,000 |
| Saint Martin De Porres High School | ||||||
| 6111 Lausche Ave | Cleveland | OH | 44103 | PC | To provide forsecondaryeducation | $25,000 |
| 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 | $4,500 |
| Cleveland State University | ||||||
| 2121 Euclid Avenue | Cleveland | OH | 44115 | PC | Provide educationto the publicthrough the State of Ohio | $2,500 |
| 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 | $4,000 |
| MOCA | ||||||
| 11400 Euclid Avenue | Cleveland | OH | 44106 | PC | A modernart museum | $11,000 |
| LAND Studio | ||||||
| 1939 W 25th Street 200 | Cleveland | OH | 44113 | PC | Connect people throughart & sustainablebuilding | $5,000 |
| 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 | $13,500 |
| 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 | $5,000 |
| Gordon Square Arts District | ||||||
| W 65th Street | Cleveland | OH | 44102 | PC | Promote theGordon SquareArts District | $1,000 |
| Waterloo Arts | ||||||
| 15605 Waterloo Road | Cleveland | OH | 44110 | PC | Promote arts &education inWaterloo District | $500 |
| Community Service Alliance | ||||||
| 3387 Fulton Road | Cleveland | OH | 44109 | PC | Promote changesto endhomelessness | $5,000 |
| The Hunting Valley Foundation | ||||||
| 38155 S Woodland | Chagrin Falls | OH | 44022 | PC | Provide supportto the village of Hunting Valley | $1,000 |
| Holden Forest & Gardens | ||||||
| 9550 Sperry Road | Kirtland | OH | 44094 | PC | Arboreta andGardens | $2,000 |
| United Way of Greater Cleveland | ||||||
| 1331 Euclid Avenue | Cleveland | OH | 44115 | PC | Assist thosein deepest poverty | $25,000 |
| The Cleveland Foundation | ||||||
| 1422 Euclid Avenue | Cleveland | OH | 44115 | PC | Improve lives ofresidents inGreater Clevland | $250 |
| 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 |
| Contemporary Youth Orchestra | ||||||
| 2900 Community College Ave | Cleveland | OH | 44115 | PC | Provide music education to young musicians | $10,000 |
| Cuyahoga County Public Library | ||||||
| 2111 Snow Road | Parma | OH | 44134 | PC | Provide center forcommunity life& learning | $30,000 |
| Lifeact | ||||||
| 210 Bell Street | Chagrin Falls | OH | 44022 | PC | Promote mental health & suicideprevention | $2,500 |
| The First Tee Cleveland | ||||||
| 3841 Washington Park Blvd | Newburgh Heights | OH | 44105 | PC | Provide juniorgolf programs | $5,000 |
| UH Rainbow Babies & Children | ||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | PC | Provide pediatrichospital care | $1,000 |
| Rock & Roll Hall of Fame | ||||||
| 1100 E 9th Street | Cleveland | OH | 44114 | PC | Document historyof rock music | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,281,370 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $277,980 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $201,754 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $479,734 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $479,734 | 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 | 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). |
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 |
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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Amended Form 990-PF: | FormAndLineReferenceDesc |
| Medium Explanation | The Connor Foundation filed its initial Return of PrivateThe Connor Foundation filed its initial Return of PrivateThe Connor Foundation filed its initial Return of PrivateThe Connor Foundation filed its initial Return of PrivateThe Connor Foundation filed its initial Return of PrivateThe Connor Foundation filed its initial Return of PrivateThe Connor Foundation filed its initial Return of PrivateThe Connor Foundation filed its initial Return of Private | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See attached, Fidelity Investments | StockNm |
| EOY Book Value | $9,330,659 | EOYBookValueAmt |
| EOYFMV | $10,850,805 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pending dividends | Desc |
| BOY Book Value | $7,346 | BOYBookValueAmt |
| EOY Book Value | $7,434 | EOYBookValueAmt |
| EOYFMV | $7,434 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank fees for checking account | $303 | $303 |
| Office supplies | $84 | $84 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Workers' Compensation Refund | Desc |
| Revenue And Expenses Per Books | $114 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gains realized | Desc |
| Amt | $201,754 | 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 | $161 | 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 | $37,056 | Amt |
| Net Investment Income | $37,056 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Payroll taxes - FICA | $2,295 | $2,295 | |
| Workers' Comp. Ins. | $129 | $129 | |
| Foreign income tax | $2,730 | $2,730 | |
| Ohio Charitable Trust | $200 | ||
| Federal excise tax | $5,000 |
Comments