CONNOR GROUP FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CONNOR GROUP FOUNDATION (EIN 20-8499807)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-15
- IRS object ID
- 202512889349101116
- Schema version
- 2023v6.0
- 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
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- 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 | 2025-10-15T13:15:36-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208499807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Connor Group Foundation aka The | BusinessNameLine1Txt |
| Business Name Line2 | Connor Group Kids and Community Partners | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RYAN ERNST | InCareOfNm |
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 9374343095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10510 Springboro Pike | AddressLine1Txt |
| City | Miamisburg | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ryan Ernst | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9374343095 | PhoneNum |
| Signature | 2025-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $56,304,643 | 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 | $12,471 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $30,867 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,236 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,748,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,442,824 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,438,592 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$772,787 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $46,792,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,791,041 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $244,534 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $122,267 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $122,267 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $392,036 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $196,018 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $196,018 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $124,499 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $62,250 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $62,249 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $474,638 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $237,319 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $237,319 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $435,815 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $423,815 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,113,976 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $34,392 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $34,392 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $31,215 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $15,608 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,607 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,259 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,630 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,629 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $121,582 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60,792 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,790 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,977,946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,155,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $708,879 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,858,211 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,858,211 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,836,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,155,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,567,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,956,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,635,950 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,749,522 | CashBOYAmt |
| Cash EOY | $927,356 | CashEOYAmt |
| Cash EOYFMV | $927,356 | CashEOYFMVAmt |
| Acct Rcvbl | $147,054 | AcctRcvblAmt |
| Acct Rcvbl BOY | $110,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $147,054 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $147,054 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $976 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $888 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $888 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $50,038 | CorporateStockBOYAmt |
| Corporate Stock EOY | $672,302 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $672,302 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $60,017,356 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $54,491,997 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,491,997 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $246,202 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $181,156 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $88,922 | LandBOYAmt |
| Land EOY | $65,046 | LandEOYAmt |
| Land EOYFMV | $65,046 | LandEOYFMVAmt |
| Total Assets BOY | $62,016,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,304,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,304,643 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $353,280 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,089,617 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $39,829,262 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $40,182,542 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,089,617 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,075,026 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,075,026 | CapitalStockEOYAmt |
| Retained Earning BOY | $6,759,246 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,140,000 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,834,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,215,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,016,814 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,304,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,834,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,956,070 | ExcessRevenueOverExpensesAmt |
| Subtotal | $60,790,342 | SubtotalAmt |
| Other Decreases | $5,575,316 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,215,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| K-1 PASS THROUGH GAIN | $4,089,538 | $0 | $4,089,538 | $4,089,538 |
| MORGAN STANLEY | $767,967 | $455,733 | $312,234 | $312,234 |
| GOLDMAN SACHS | $585,319 | $548,499 | $36,820 | $36,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,438,592 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,640 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,640 | SubtotalAmt |
| Tax Based On Investment Income | $36,640 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $163,383 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $163,383 | TotalPaymentsAndCreditsAmt |
| Overpayment | $126,743 | OverpaymentAmt |
| Applied To ES Tax | $126,743 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN ERNST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9374343095 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10510 SPRINGBOR0 PIKE | AddressLine1Txt |
| City | Miamisburg | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RYAN ERNST | ||||||||
| 10510 Springboro Pike | Miamisburg | OH | 45342 | VICE PRESIDENT & TRUSTEE | 40.0 | $206,539 | $37,995 | $0 |
| LARRY CONNOR | ||||||||
| 10510 Springboro Pike | Miamisburg | OH | 45342 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| MICHAEL J MCQUISTON | ||||||||
| 10510 Springboro Pike | Miamisburg | OH | 45342 | SECRETARY, TREASURER & TRUSTEE | 20.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CALEB BURKE | ||||||||
| 7838 BRAEWOOD TRAIL | CENTERVILLE | OH | 45459 | IMPACT INV. ANALYST | 40.0 | $83,250 | $16,264 | $0 |
| CHARLTON DENNING | ||||||||
| 1058 WHITE PINE COURT | CINCINNATI | OH | 45255 | VICE PRESIDENT | 40.0 | $206,539 | $27,584 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DINSMORE SHOHL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E 5TH STREET SUITE 1900 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $103,221 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,950,808 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,681,185 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,701,390 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,333,383 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,333,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $620,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,713,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,035,669 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,035,669 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,640 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,640 | TotalTaxAmt |
| Distributable Before Adj | $1,999,029 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,999,029 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,999,029 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,567,090 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,567,090 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,999,029 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $2,195,405 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,069,538 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,128,829 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,620,353 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,358,844 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,372,969 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,567,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,999,029 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,568,061 | RemainingDistriFromCorpusAmt |
| Total Corpus | $71,941,030 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,195,405 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $69,745,625 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,069,538 | ExcessFromYear4Amt |
| Excess From Year3 | $7,128,829 | ExcessFromYear3Amt |
| Excess From Year2 | $29,620,353 | ExcessFromYear2Amt |
| Excess From Year1 | $24,358,844 | ExcessFromYear1Amt |
| Excess From Current Year | $3,568,061 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE CONNOR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GREATER DAYTON SCHOOL | |||||||
| 10510 N SPRINGBORO PIKE | MIAMISBURG | OH | 45342 | NONE | PC | GENERAL FUNDING | $1,929,417 |
| SPROUTFIVE | |||||||
| 966 SOUTH HIGH STREET 3RD FLOOR | COLUMBUS | OH | 43206 | NONE | PC | ACCELERATOR PROGRAM | $800,000 |
| TASK FORCE ANTAL | |||||||
| 523 E 14TH STREET APT 5B | NEW YORK CITY | NY | 10009 | NONE | PC | CONTRIBUTION PROGRAM | $800,000 |
| CONNOR KIDS ACADEMY | |||||||
| 10510 N SPRINGBORO PIKE | MIAMISBURG | OH | 45342 | NONE | PC | GENERAL FUNDING | $402,298 |
| LINDNER CENTER OF HOPE | |||||||
| 4075 OLD WESTERN ROW RD | MASON | OH | 45040 | NONE | PC | STRATEGIC ALLIANCE | $250,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | NONE | PC | INDIVIDUAL PARTNER PROGRAM | $210,000 |
| DAYTON EARLY COLLEGE ACADEMY | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | NONE | PC | INDIVIDUAL PARTNER PROGRAM | $175,000 |
| THE UNIT FOUNDATION | |||||||
| PO BOX 1281 | VASS | NC | 28394 | NONE | PC | INDIVIDUAL PARTNER PROGRAM | $173,279 |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | NONE | PC | CONTRIBUTION PROGRAM | $50,000 |
| YOUTH RENEWAL FUND | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | RESPONSIVE GIVING | $25,000 |
| WRIGHT B FLYER INC | |||||||
| 10550 SPRINGBORO PIKE | MIAMISBURG | OH | 45342 | NONE | PC | CONTRIBUTION PROGRAM | $10,000 |
| CARROLL HIGH SCHOOL | |||||||
| 4524 LINDEN AVENUE | DAYTON | OH | 45432 | NONE | PC | CONTRIBUTION PROGRAM | $5,500 |
| BIRDIES FOR BABIES | |||||||
| 401 POTTOWATAMIE CT | OSWEGO | IL | 60543 | NONE | PC | CONTRIBUTION PROGRAM | $5,000 |
| CINCINNATI GOLDEN GLOVES | |||||||
| 2334 BOUDINOT AVENUE | CINCINNATI | OH | 45238 | NONE | PC | CONTRIBUTION PROGRAM | $5,000 |
| LITTLE MIAMI WATERSHED NETWORK | |||||||
| PO BOX 23 | BELLBROOK | OH | 45305 | NONE | PC | CONTRIBUTION PROGRAM | $5,000 |
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | NONE | PC | DONATION | $4,717 |
| MONTGOMERY COUNTY OHIO COLLEGE PROMISE | |||||||
| 1401 S MAIN STREET STE 100 | DAYTON | OH | 45409 | NONE | PC | CONTRIBUTION PROGRAM | $4,000 |
| REBECCA K HYLAND MEMORIAL SCHOLARSHIP | |||||||
| 1544 CLUBSIDE ROAD | LYNDHURST | OH | 44124 | NONE | PC | CONTRIBUTION PROGRAM | $2,500 |
| BLUE SKIES FOR THE GOOD GUYS | |||||||
| 1707 RUN WAY | MIDDLETOWN | OH | 45042 | NONE | PC | CONTRIBUTION PROGRAM | $1,000 |
| THE DAYTON FOUNDATION | |||||||
| 1401 S MAIN STREET STE 100 | DAYTON | OH | 45042 | NONE | PC | DISCRETIONARY INVESTMENT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,858,211 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,867 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $23,062,820 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,686,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $23,062,820 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,716,936 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,779,756 | TotalIncomeProducingActyAmt |
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 | MICHAEL J MCQUISTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10510 SPRINGBORO PIKE | AddressLine1Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| POLYCOM | 2020-12-31 | $3,044 | $475 | M5 | $335 |
| NETDEMICS | 2021-09-16 | $13,227 | $3,016 | M5 | $1,809 |
| CDW | 2023-05-08 | $1,375 | $275 | M5 | $440 |
| CDW | 2023-08-31 | $1,772 | $354 | M5 | $567 |
| LAPTOP | 2019-02-28 | $1,043 | $983 | M5 | $60 |
| LAPTOP | 2019-02-28 | $1,043 | $120 | M5 | $60 |
| LAPTOP | 2020-11-17 | $1,496 | $172 | M5 | $172 |
| LAPTOP | 2021-04-15 | $1,043 | $188 | M5 | $119 |
| LAPTOP | 2022-09-30 | $2,512 | $955 | M5 | $573 |
| LAPTOP | 2022-11-30 | $1,493 | $567 | M5 | $340 |
| LAPTOP | 2023-02-16 | $1,490 | $298 | M5 | $477 |
| OFFICE LICENSE | 2016-08-31 | $362 | $0 | M5 | |
| DOT DASH | 2021-03-10 | $32,500 | $5,850 | M5 | $3,695 |
| DOT DASH | 2021-06-25 | $37,670 | $7,685 | M5 | $4,611 |
| DOT DASH | 2021-09-03 | $79,750 | $18,183 | M5 | $10,910 |
| BLUE CRANE | 2021-10-08 | $6,000 | $1,368 | M5 | $821 |
| BLUE CRANE | 2022-01-14 | $6,000 | $1,560 | M5 | $936 |
| DOT DASH | 2022-11-30 | $8,438 | $3,206 | M5 | $1,924 |
| BLUE CRANE | 2023-02-16 | $6,000 | $1,200 | M5 | $1,920 |
| CDW | 2020-08-12 | $5,516 | $635 | M5 | $635 |
| CDW | 2020-10-02 | $1,204 | $139 | M5 | $139 |
| CDW | 2021-05-17 | $9,840 | $1,771 | M5 | $1,119 |
| ALMA TECHNOLOGIES | 2021-06-10 | $5,120 | $1,044 | M5 | $627 |
| CDW | 2024-08-15 | $1,424 | M5 | $285 | |
| SOFTWARE | 2024-07-31 | $9,092 | M5 | $1,818 | |
| COMPUTERS | 2018-11-30 | $7,748 | M5 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVST IN MORGAN ST LORD ABBOTT | StockNm |
| EOY Book Value | $672,302 | EOYBookValueAmt |
| EOYFMV | $672,302 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APEX | $12,313,213 | $12,313,213 |
| HUFFMAN PRAIRIE FUND I | $11,970,452 | $11,970,452 |
| DRIEHAUS LIFE | $8,133,307 | $8,133,307 |
| GREY HELM PARTNERS, LP | $4,397,016 | $4,397,016 |
| CASDIN PARTNERS | $4,085,997 | $4,085,997 |
| GOLDMAN SACHS | $3,999,651 | $3,999,651 |
| ALTA PARK EQUITY | $3,481,786 | $3,481,786 |
| XE-1 LTD | $2,458,165 | $2,458,165 |
| ALTA PARK EQUITY II | $1,956,535 | $1,956,535 |
| ALTA PARK OFFSHORE | $650,676 | $650,676 |
| WHISKEY CAPITAL | $457,808 | $457,808 |
| DEBT FUND IX | $424,330 | $424,330 |
| GREENHAVEN ROAD | $121,641 | $121,641 |
| CONNOR OPP DEBT FUND XI | $41,420 | $41,420 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| POLYCOM | $3,044 | $810 | $2,234 |
| NETDEMICS | $13,227 | $4,825 | $8,402 |
| CDW | $1,375 | $715 | $660 |
| CDW | $1,772 | $921 | $851 |
| LAPTOP | $1,043 | $1,043 | |
| LAPTOP | $1,043 | $180 | $863 |
| LAPTOP | $1,496 | $344 | $1,152 |
| LAPTOP | $1,043 | $307 | $736 |
| LAPTOP | $2,512 | $1,528 | $984 |
| LAPTOP | $1,493 | $907 | $586 |
| LAPTOP | $1,490 | $775 | $715 |
| OFFICE LICENSE | $362 | $0 | $362 |
| DOT DASH | $32,500 | $9,545 | $22,955 |
| DOT DASH | $37,670 | $12,296 | $25,374 |
| DOT DASH | $79,750 | $29,093 | $50,657 |
| BLUE CRANE | $6,000 | $2,189 | $3,811 |
| BLUE CRANE | $6,000 | $2,496 | $3,504 |
| DOT DASH | $8,438 | $5,130 | $3,308 |
| BLUE CRANE | $6,000 | $3,120 | $2,880 |
| CDW | $5,516 | $1,270 | $4,246 |
| CDW | $1,204 | $278 | $926 |
| CDW | $9,840 | $2,890 | $6,950 |
| ALMA TECHNOLOGIES | $5,120 | $1,671 | $3,449 |
| CDW | $1,424 | $285 | $1,139 |
| SOFTWARE | $9,092 | $1,818 | $7,274 |
| COMPUTERS | $7,748 | $7,748 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $474,638 | LegalFeesAmt |
| Net Investment Income | $237,319 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $237,319 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $5,575,316 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE COSTS | $31,425 | $15,713 | $15,712 |
| OFFICE SUPPLIES | $10,341 | $5,171 | $5,170 |
| BANK FEES | $298 | $149 | $149 |
| OTHER EXPENSES | $79,518 | $39,759 | $39,759 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PASS THROUGH INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$772,787 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $15,000 | $3,000 | $12,000 |
| INVESTMENT MANAGEMENT FEES | $420,815 | $420,815 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,113,976 | Amt |
Comments