CONNOR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CONNOR FOUNDATION (EIN 47-3317026)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-05
- IRS object ID
- 201903099349100230
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-05T12:48:31-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Story & Company LLC CPA's | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 East 9th Street Suite 1420 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-11-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles P Story | PreparerPersonNm |
| PTIN | P00173588 | PTIN |
| Phone | 2162410062 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 147.0.132.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 12:48:20 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8B3B1D0BFCCB777865CA9FBA63C470759BCB8F93 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8B3B1D0BFCCB777865CA9FBA63C470759BCB8F93 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,588,274 | 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 | $2,609,194 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $219,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $219,827 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $11,816 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $807 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $672 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,829,828 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $232,315 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,501 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,501 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,959 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,959 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,267 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,420 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $472 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $472 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $98 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $98 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,491 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,182,490 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,182,490 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,252,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,217,981 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,577,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $199,089 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,217 | CashBOYAmt |
| Cash EOY | $4,210 | CashEOYAmt |
| Cash EOYFMV | $4,210 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $51,891 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $408,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $408,597 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $8,638,661 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,897,311 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,168,121 | 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 | $4,421 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,346 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,346 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,728,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,317,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,588,274 | 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 SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,728,029 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,317,303 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,728,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,317,303 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,728,190 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,317,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,728,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,577,459 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,816 | OtherIncreasesAmt |
| Subtotal | $10,317,304 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,317,303 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 536.226sh Blackrock Strat. Inc. Opp. | P | 2018-06-14 | 2018-12-18 | $5,147 | $0 | $5,151 | -$4 | $0 | $0 | $0 | -$4 |
| 13868.117sh Invesco Exch Trd Bulsh 2018 | P | 2018-11-28 | 2018-12-28 | $293,243 | $0 | $292,976 | $267 | $0 | $0 | $0 | $267 |
| 585.208sh Shenkman Cap. Srt Dur. High | P | 2018-06-14 | 2018-12-18 | $5,746 | $0 | $5,749 | -$3 | $0 | $0 | $0 | -$3 |
| 756.236sh Templeton Global Bd Adv. | P | 2018-06-14 | 2018-12-18 | $8,529 | $0 | $8,395 | $134 | $0 | $0 | $0 | $134 |
| 3,851.000sh Vanguard Scottsdale | P | 2018-01-16 | 2018-12-18 | $299,946 | $0 | $305,076 | -$5,130 | $0 | $0 | $0 | -$5,130 |
| 16,402.750sh Blackrock Strat. Inc. Opp. | P | 2017-06-14 | 2018-12-18 | $157,447 | $0 | $157,578 | -$131 | $0 | $0 | $0 | -$131 |
| 4,848.739sh Invesco Exch Trd Bulsh 2018 | P | 2016-04-06 | 2018-12-28 | $102,567 | $0 | $102,572 | -$5 | $0 | $0 | $0 | -$5 |
| 1,916.000sh iShares Intrm Crp | P | 2016-04-06 | 2018-12-21 | $99,880 | $0 | $104,942 | -$5,062 | $0 | $0 | $0 | -$5,062 |
| 4,854.000sh iShares Crport | P | 2016-04-06 | 2018-12-18 | $249,985 | $0 | $255,428 | -$5,443 | $0 | $0 | $0 | -$5,443 |
| 16,082.818sh Shenkman Cap. Srt Dur. High | P | 2016-04-05 | 2018-07-18 | $158,035 | $0 | $157,997 | $38 | $0 | $0 | $0 | $38 |
| 12,136sh Sherwin Williams Co. | D | 2016-11-24 | 2018-01-03 | $5,035,582 | $0 | $5,004,886 | $30,696 | $0 | $0 | $0 | $30,696 |
| 9,826.250sh Templeton Global Bd Adv. | P | 2016-04-06 | 2018-12-18 | $110,822 | $0 | $109,080 | $1,742 | $0 | $0 | $0 | $1,742 |
| 18,867.925sh Wasatch Frontier Emerg Sm | P | 2016-04-06 | 2018-12-18 | $44,717 | $0 | $50,000 | -$5,283 | $0 | $0 | $0 | -$5,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,816 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,736 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $1,254,553 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,610,302 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.223616 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,016 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,897,724 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021442 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Total Distribution | 0.245058 | TotalDistributionRt |
| Average Distribution | 0.122529 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,534,949 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,168,308 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,991 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,170,299 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,217,981 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2014-07-15 | RulingLetterDt |
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,991 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,991 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,991 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $860 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,860 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,860 | OriginalReturnOverpaymentAmt |
| Overpayment | $3,869 | OverpaymentAmt |
| Applied To ES Tax | $3,869 | 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 | ||||||||
| 46002 Falls Road | Hunting Valley | OH | 440222542 | 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 | $9,660,286 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,981 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,884 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,680,151 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,680,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,534,949 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $476,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $476,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,991 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,991 | TotalTaxAmt |
| Distributable Before Adj | $474,756 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $474,756 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $474,756 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,217,981 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,217,981 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,991 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,215,990 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $474,756 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $279,663 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $85,013 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,255,405 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,340,418 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,217,981 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,217,981 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,558,399 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $279,663 | Taxable2Amt |
| Undistributed Income CY | $474,756 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,558,399 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $85,013 | ExcessFromYear2Amt |
| Excess From Year1 | $1,255,405 | ExcessFromYear1Amt |
| Excess From Current Year | $1,217,981 | 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 | $8,500 |
| Western Reserve Land Conservancy | ||||||
| 3850 Chagrin River Road | Chagrin Falls | OH | 44022 | PC | Work to preservenatural areas | $14,120 |
| 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 | $2,820 |
| Lake Erie Council | ||||||
| 2241 Woodland Ave | Cleveland | OH | 44115 | PC | Prepare youth tomake ethicaldecisions | $10,500 |
| St Aloysius Agatha Church | ||||||
| 10932 St Clair Avenue | Cleveland | OH | 44108 | PC | To improvecommunity religiousaffairs | $25,000 |
| Chagrin Falls Park Community Center | ||||||
| 7060 Woodland Ave | Chagrin Falls | OH | 44023 | PC | To provide youth developmentprograms | $500 |
| The Mute Swan Ministry | ||||||
| 8584 E Washington 121 | Chagrin Falls | OH | 44023 | PC | To provide forHope & Healing through God | $1,000 |
| Fieldstone Farm | ||||||
| 16497 Snyder Road | Chagrin Falls | OH | 44023 | PC | To providetherapy throughriding horses | $1,000 |
| Rock & Roll Hall of Fame | ||||||
| 1100 E 9th Street | Cleveland | OH | 44114 | PC | Protect andprovide musiceducation | $1,000,000 |
| Saint Martin De Porres High School | ||||||
| 6111 Lausche Ave | Cleveland | OH | 44103 | PC | To provide forsecondaryeducation | $25,000 |
| Hope for Kids Geauga | ||||||
| PO Box 21 | Novelty | OH | 44072 | PC | Improve the livesof abusedchildren | $1,500 |
| Saint Igatius High School | ||||||
| 1911 W 30th Street | Cleveland | OH | 44113 | PC | Private HS rootedin Ignationtradition | $1,250 |
| The Gathering Place | ||||||
| 23300 Commerce Park | Beachwood | OH | 44122 | PC | Provide emotional,physical, spiritualand social support | $4,500 |
| Cleveland Metroparks | ||||||
| 4101 Fulton Parkway | Cleveland | OH | 44114 | PC | Provide educationand recreationin nature to the public | $2,500 |
| 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 |
| Lake-Geauga Habitat for Humanity | ||||||
| 100 Parker Court Suite 6 | Chardon | OH | 44024 | PC | Build strength.stability and self-reliancethrough shelter | $2,000 |
| FSH Society | ||||||
| 450 Bedford Street | Lexington | MA | 02420 | PC | Fight to cureMuscularDystrophy | $500 |
| American Red Cross | ||||||
| 101 Prospect Avenue | Cleveland | OH | 44115 | PC | Providing medicalsupport | $1,000 |
| Achievement Centers for Children | ||||||
| 4255 Northfield Road | Highland Hills | OH | 44128 | PC | Empower children &adults withdisabilities | $2,500 |
| MOCA | ||||||
| 11400 Euclid Avenue | Cleveland | OH | 44106 | PC | A modernart museum | $10,000 |
| Mayo Society of Greater Cleveland | ||||||
| PO Box 19185 | Cleveland | OH | 44119 | PC | To promote exchangesbetween the peopleof the U.S. & Ireland | $3,000 |
| Girls for the World | ||||||
| PO Box 662 | Chagrin Falls | OH | 44022 | PC | Empower girlsfor socialchange | $1,000 |
| Greater Cleveland Food Bank | ||||||
| 15500 S Waterloo Road | Cleveland | OH | 44110 | PC | Work to ensureeveryone hasnutritious food | $500 |
| 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 |
| Special Olympics Minnesota | ||||||
| 900 2nd Ave S 300 | Minnesota | MN | 55402 | PC | Programming forindividuals with intellectual disabilities | $1,000 |
| Boys & Girls Clubs of Cleveland | ||||||
| 6114 Broadway Avenue | Cleveland | OH | 44127 | PC | Provide afterschool art andeducation | $5,000 |
| InMotion | ||||||
| 4829 Galaxy Parkway M | Warrensville Heights | OH | 44128 | PC | Programs toadvance the mind,body and spirit | $1,000 |
| Womankind | ||||||
| 5350 Transportation Blvd 18 | Garfield Heights | OH | 44125 | PC | Provide Pregnancysupport services | $1,000 |
| Vocational Guidance Services | ||||||
| 2239 E 55th Street | Cleveland | OH | 44103 | PC | A vocationalrehabilitationagency | $500 |
| 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 | $7,800 |
| Catholic Charities USA | ||||||
| 2050 Ballenger Avenue | Alexandria | VA | 23314 | PC | Provides homesand healthcareto the needy | $10,000 |
| Geauga Growth Partnership Inc | ||||||
| 12373 Kinsman Road | Newbury Township | OH | 44065 | PC | Provide qualitylife in GeaugaCounty, N.E. Ohio | $1,000 |
| Cleveland Arts Prize | ||||||
| PO Box 21126 | Cleveland | OH | 44121 | PC | To nurtureartisticexcellance | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,182,490 | 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 | $219,827 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,816 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $231,643 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $231,643 | 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 |
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 | 46002 Falls Road | AddressLine1Txt |
| City | Chagrin Falls | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440222542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,609,194 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6,800sh of Sherwin Williams Co. stock | NoncashPropertyDesc |
| Fair Market Value | $2,609,194 | FairMarketValueAmt |
| Received | 2018-12-27 | ReceivedDt |
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 (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6,800 shares of Sherwin Williams Co. cmn. stk. | $2,609,194 | $2,675,528 |
| See attached, Fidelity Investments | $7,288,117 | $7,492,593 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pending dividends | Desc |
| BOY Book Value | $4,421 | BOYBookValueAmt |
| EOY Book Value | $7,346 | EOYBookValueAmt |
| EOYFMV | $7,346 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank fees for checking account | Desc |
| Revenue And Expenses Per Books | $98 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $98 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Workers' Compensation Refund | $135 | |
| Miscellaneous | $672 | $672 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gains realized | Desc |
| Amt | $11,816 | 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 |
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. | $125 | $125 | |
| Foreign income tax | $2,267 | $2,267 | |
| Ohio Charitable Trust | $200 | ||
| Federal excise tax | $962 |
Comments