CONNOR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CONNOR FOUNDATION (EIN 47-3317026)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-24
- IRS object ID
- 202502979349100110
- Schema version
- 2024v5.2
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-24T08:51:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611495162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAI CAPITAL MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6050 OAK TREE BLVD SUITE 500 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 CONNOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4403399663 | PhoneNum |
| Signature | 2025-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN A BUCHS | PreparerPersonNm |
| PTIN | P01486169 | PTIN |
| Phone | 2169204800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,962,012 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,366,675 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $164,835 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $164,835 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $556,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $556,725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,074,911 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,183,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,074,911 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,472 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,472 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,167,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,800,943 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $66,076 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $66,076 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $44,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,850 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,358 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,466 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,892 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,802 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,770 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,157,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,157,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,293,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,244,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,874,132 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,751,627 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,901 | CashBOYAmt |
| Cash EOY | $51,441 | CashEOYAmt |
| Cash EOYFMV | $51,441 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $806,230 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,293 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $36,350,301 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,110,926 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,965,365 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $914,913 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $914,913 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $356 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $356 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $37,184,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,107,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,962,012 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $37,184,432 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,107,573 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,184,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,107,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,184,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,107,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,184,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,874,132 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $56,058,564 | SubtotalAmt |
| Other Decreases | $14,950,991 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,107,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (FIDELITY X9206) | 2024-12-31 | $203,657 | $194,974 | $8,683 | $8,683 | |
| PUBLICLY TRADED SECURITIES (FIDELITY X9206) | 2024-12-31 | $5,924,420 | $1,913,739 | $4,010,681 | $4,010,681 | |
| CAPITAL GAINS DIVIDENDS | $55,547 | $55,547 | $55,547 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,074,911 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,048 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,048 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,048 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,564 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $113,564 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $73 | EsPenaltyAmt |
| Overpayment | $47,443 | OverpaymentAmt |
| Applied To ES Tax | $47,443 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | CONNORFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ERIN C REIF | IndividualWithBooksNm |
| Phone | 4403399663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45001 FALLS ROAD | AddressLine1Txt |
| City | HUNTING VALLEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440222548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ERIN C REIF | ||||||||
| 45001 FALLS ROAD | HUNTING VALLEY | OH | 44022 | DIRECTOR | 20.00 | $66,076 | $0 | $0 |
| KEVIN M CONNOR | ||||||||
| 14 COLONY LANE | CLEVELAND | OH | 44108 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SARA H CONNOR | ||||||||
| 46002 FALLS ROAD | HUNTING VALLEY | OH | 44022 | SECRETARY | 0.50 | $0 | $0 | $0 |
| DANIEL J CONNOR | ||||||||
| 7145 HUNTING RIDGE | CHESTERLAND | OH | 44026 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRISTOPHER M CONNOR | ||||||||
| 560 HARBOR POINT ROAD | LONGBOAT KEY | FL | 34228 | PRESIDENT | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,782,668 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $304,857 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,087,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,087,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $616,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,471,212 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,023,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,023,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,048 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,048 | TotalTaxAmt |
| Distributable Before Adj | $1,957,513 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,957,513 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,957,513 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,244,170 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,244,170 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,957,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $767,269 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,280,753 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,163 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,031 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $149,272 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,393,488 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,244,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,244,170 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $713,343 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $713,343 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,680,145 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $53,926 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,626,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,280,753 | ExcessFromYear4Amt |
| Excess From Year3 | $45,163 | ExcessFromYear3Amt |
| Excess From Year2 | $151,031 | ExcessFromYear2Amt |
| Excess From Year1 | $149,272 | ExcessFromYear1Amt |
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 |
| Recipient Email Address | ERINCONNOR2@GMAIL.COM | RecipientEmailAddressTxt |
| 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 3747 EUCLID AVENUE | CLEVELAND | OH | 44114 | PC | ALLEVIATTE HUMAN SUFFERING IN EMERGENCIES | $100,000 |
| CHURCH OF THE RESURRECTION | ||||||
| 32001 CANNON ROAD | SOLON | OH | 44139 | PC | CHURCH TO PROVIDE RELIGIOUS SUPPORT | $200,000 |
| CUYAHOGA COUNTY PUBLIC LIBRARY | ||||||
| 2111 SNOW ROAD | PARMA | OH | 44134 | GOV | LIBRARY FOR CUYAHOGA COUNTY | $10,000 |
| GREATER CLEVELAND FOOD BANK | ||||||
| 13815 COIT ROAD | CLEVELAND | OH | 44110 | PC | FOOD BANK CONNECTING INDIVIDUALS WITH THE NUTRITIOUS MEALS THEY NEED TO SUCCEED. | $100,000 |
| MINDS MATTER CLEVELAND | ||||||
| 2515 JAY AVE UNIT 101 | CLEVELAND | OH | 44113 | PC | ORGANIZATION THAT CONNECTS DRIVEN AND DETERMINED STUDENTS FROM LOW INCOME FAMILIES WITH THE PEOPLE, PREPARATION, AND POSSIBILITIES TO SUCCEED IN COLLEGE. | $25,000 |
| ST ALOYSIUS AGATHA CHURCH | ||||||
| 10932 ST CLAIR AVENUE | CLEVELAND | OH | 44108 | PC | TO IMPROVE COMMUNITY RELLIGIOUS AFFAIRS | $20,000 |
| TWO FOUNDATION | ||||||
| 8578 E WASHINGTON STREET | CHAGRIN FALLS | OH | 44023 | PC | PROVIDE WORKFORCE SUPPORT FOR EXCEPTIONAL PEOPLE | $200,000 |
| UNIVERSITY HOSPITALS HEALTH SYSTEMS | ||||||
| 2101 ADELBERT ROAD | CLEVELAND | OH | 44106 | PC | A TEACHING HOSPITAL | $500,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 1375 E 9TH STREET STE 600 | CLEVELAND | OH | 44114 | PC | SUPPORT FOR TREATMENT RESEARCH REGARDINGH HEART DISEASE AND STROKE | $2,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,157,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,835 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $556,725 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,074,911 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,800,943 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,800,943 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHRISTOPHER M CONNOR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 HARBOR POINT ROAD | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,366,675 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 40,788 SHARES OF SHW | NoncashPropertyDesc |
| Fair Market Value | $15,366,675 | FairMarketValueAmt |
| Received | 2024-11-05 | ReceivedDt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | AMOUNT ON LINE 4C IS 0 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS 638-209206 BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $40,110,926 | EOYBookValueAmt |
| EOYFMV | $51,965,365 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT: MAI CAPITAL INCOME AND GROWTH FUND VI QP | AT COST | $414,913 | $414,913 |
| INVESTMENT: GOLUB | AT COST | $500,000 | $500,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHW BASIS ADJUSTMENTS | Desc |
| Amt | $14,950,991 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING AND PUBLICITY | $5,827 | $0 | $5,827 |
| PAYROLL SERVICE FEES | $1,336 | $0 | $1,336 |
| WORKERS' COMPENSATION | $130 | $0 | $130 |
| MISC. ADMINISTRATIVE EXPENSES | $266 | $0 | $266 |
| DUES & SUBSCRIPTIONS | $4,171 | $0 | $4,171 |
| LEGAL FEES | $363 | $0 | $363 |
| FROM K-1: MAI CAPITAL INCOME & GROWTH FUND VI QP - INVESTMENT INTEREST EXP | $432 | $0 | $432 |
| FROM K-1: MAI CAPITAL INCOME & GROWTH FUND VI QP - PORTFOLIO INCOME DED. | $146 | $0 | $146 |
| FROM K-1: MAI CAPITAL INCOME & GROWTH FUND VI QP - OTHER DEDUCTIONS | $2,131 | $0 | $2,131 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FIDELITY 9206 | $12 | $12 | $12 |
| FROM K-1: MAI CAPITAL INCOME & GROWTH FUND VI QP | $4,460 | $4,460 | $4,460 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $44,850 | Amt |
| Net Investment Income | $44,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,692 | $0 | $5,692 |
| FOREIGN INCOME TAX | $4,466 | $4,466 | $0 |
| OHIO ANNUAL CHARITABLE REGISTRATION FILING FEE | $200 | $0 | $200 |
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