CONNOR FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CONNOR FOUNDATION (EIN 47-3317026)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201821319349100207
- Schema version
- 2017v2.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T06:00:32-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES P STORY | PreparerPersonNm |
| PTIN | P00173588 | PTIN |
| Phone | 2162410062 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,497,860 | 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 | $5,004,886 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,527 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $4,374 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,107,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,946 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,640 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,640 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,622 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,622 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,591 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,591 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,161 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,566 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $356 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,177 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,177 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,628 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,216,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,216,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,279,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,255,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,828,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,194 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,493 | CashBOYAmt |
| Cash EOY | $33,217 | CashEOYAmt |
| Cash EOYFMV | $33,217 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $55,238 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,891 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,836,586 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,638,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,408,331 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $356 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $356 | InvstLandAccumDepreciationAmt |
| Other Assets BOY | $4,167 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,421 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,421 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,901,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,728,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,497,860 | TotalAssetsEOYFMVAmt |
| 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 | $4,901,323 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,728,029 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,901,323 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,728,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,901,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,728,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,901,323 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,828,430 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,375 | OtherIncreasesAmt |
| Subtotal | $8,734,128 | SubtotalAmt |
| Other Decreases | $6,099 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,728,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 55.664sh Claymore Exchange-Traded (BSCH) | P | 2017-09-07 | 2017-09-29 | $1,259 | $0 | $1,259 | $0 | $0 | $0 | $0 | $0 |
| 4,440.336sh Claymore Exchange-Traded (BSCH) | P | 2016-09-07 | 2017-09-29 | $100,401 | $0 | $100,584 | -$183 | $0 | $0 | $0 | -$183 |
| .493sh Claymore Exchange-Traded (BSCH) | P | 2016-04-06 | 2017-10-03 | $11 | $0 | $11 | $0 | $0 | $0 | $0 | $0 |
| 527.363sh Doubleline Total Return | P | 2017-04-14 | 2017-12-20 | $5,600 | $0 | $5,739 | -$139 | $0 | $0 | $0 | -$139 |
| 14,108.004sh Doubleline Total Return | P | 2016-02-21 | 2017-12-20 | $149,808 | $0 | $153,536 | -$3,728 | $0 | $0 | $0 | -$3,728 |
| 72.8000sh The Merger Fund | P | 2016-12-29 | 2017-12-20 | $1,160 | $0 | $1,115 | $45 | $0 | $0 | $0 | $45 |
| 8,163.2920sh The Merger Fund | P | 2016-04-05 | 2017-12-20 | $130,103 | $0 | $125,019 | $5,084 | $0 | $0 | $0 | $5,084 |
| 3792sh iShares Tr Intrmd | P | 2016-04-07 | 2017-12-20 | $413,806 | $0 | $414,713 | -$907 | $0 | $0 | $0 | -$907 |
| 3823sh iShares Tr 1-3 Yr Cr | P | 2016-04-26 | 2017-12-20 | $400,004 | $0 | $400,825 | -$821 | $0 | $0 | $0 | -$821 |
| 475sh iShares Tr 1-3 Yr Cr | P | 2016-04-06 | 2017-06-13 | $49,952 | $0 | $50,057 | -$105 | $0 | $0 | $0 | -$105 |
| 4,071sh Templeton Global Bond Advisor | P | 2016-04-05 | 2017-04-20 | $50,094 | $0 | $44,966 | $5,128 | $0 | $0 | $0 | $5,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,374 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$94 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $105,016 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,897,724 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.021442 | DistributionYr1Rt |
| Total Distribution | 0.021442 | TotalDistributionRt |
| Average Distribution | 0.021442 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,610,302 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,296 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $852 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,148 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,255,405 | 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 | $852 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $852 | SubtotalAmt |
| Tax Based On Investment Income | $852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $750 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $750 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $750 | OriginalReturnTaxPaidAmt |
| Tax Due | $102 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ERIN C REIF | IndividualWithBooksNm |
| Phone | 4403399663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45001 Falls Road | AddressLine1Txt |
| City | Hunting Valley | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440222548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER M CONNOR | ||||||||
| 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 | ||||||||
| 2521 Irving Avenue S | Minneapolis | MN | 554053529 | Director | 0.50 | $0 | $0 | $0 |
| ERIN C REIF | ||||||||
| 45001 Falls Road | Hunting Valley | OH | 440222548 | Director | 0.50 | $30,000 | $0 | $0 |
| KEVIN M CONNOR | ||||||||
| 1991 Main Street | Peninsula | OH | 442649604 | 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 | $5,657,974 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,294 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,695,738 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,695,738 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,610,302 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $280,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $280,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $852 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $852 | TotalTaxAmt |
| Distributable Before Adj | $279,663 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $279,663 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $279,663 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,255,405 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,255,405 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $852 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,254,553 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $279,663 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $244,144 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $85,013 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,255,405 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $1,255,405 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,340,418 | TotalCorpusAmt |
| Taxable2 | $244,144 | Taxable2Amt |
| Undistributed Income CY | $279,663 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,340,418 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $85,013 | ExcessFromYear1Amt |
| Excess From Current Year | $1,255,405 | 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 (33 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 | preserve CVNPTo protect &trails | $11,000 |
| Western Reserve Land Conservancy | ||||||
| 3850 Chagrin River Road | Chagrin Falls | OH | 44022 | PC | preserveWork tonatural areas | $15,700 |
| Playhouse Square Foundation | ||||||
| 1501 Euclid Avenue 200 | Cleveland | OH | 44115 | PC | communityTo provide forperforming arts | $22,000 |
| Watoto Child Care Ministries | ||||||
| 258 Crystal Grove | Lutz | FL | 33548 | PC | to vulnerableProvide carechildren | $250 |
| Catholic Community Foundation | ||||||
| 1404 East Ninth St | Cleveland | OH | 44114 | PC | community religiousTo improveaffairs | $10,000 |
| St Aloysius Agatha Church | ||||||
| 10932 St Clair Avenue | Cleveland | OH | 44108 | PC | community religiousTo improveaffairs | $25,000 |
| Chagrin Falls Park Community Center | ||||||
| 7060 Woodland Ave | Chagrin Falls | OH | 44023 | PC | youth developmentTo provideprograms | $1,000 |
| Cuyahoga Valley Scenic Railroad | ||||||
| 1630 W Mill Street | Peninsula | OH | 44264 | PC | historicalTo provide forawareness | $500 |
| Fieldstone Farm | ||||||
| 16497 Snyder Road | Chagrin Falls | OH | 44023 | PC | therapy throughTo providehorses | $1,000 |
| Rock & Roll Hall of Fame | ||||||
| 1100 E 9th Street | Cleveland | OH | 44114 | PC | provide musicProtect andeducation | $1,053,800 |
| Saint Martin De Porres High School | ||||||
| 6111 Lausche Ave | Cleveland | OH | 44103 | PC | secondaryTo provide foreducation | $25,000 |
| St Jude Children's Research Hospital | ||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | PC | pioneering medicalResearch andtreatment | $500 |
| Van Wezel Foundation | ||||||
| 777 North Tamiami Trail | Sarasota | FL | 34236 | PC | for education andProvide supportperforming arts | $5,000 |
| The Gathering Place | ||||||
| 23300 Commerce Park | Beachwood | OH | 44122 | PC | physical, spiritualProvide emotional,and social support | $4,500 |
| Cleveland Metroparks | ||||||
| 4101 Fulton Parkway | Cleveland | OH | 44114 | PC | and recreationProvide educationin nature to the public | $5,000 |
| Cleveland State University | ||||||
| 2121 Euclid Avenue | Cleveland | OH | 44115 | PC | to the publicProvide educationthrough the State of Ohio | $2,500 |
| Values-In-Action Foundation | ||||||
| 6700 Beta Drive Ste 120 | Mayfield | OH | 44143 | PC | HumanityRescuer of | $10,000 |
| Lake-Geauga Habitat for Humanity | ||||||
| 100 Parker Court Suite 6 | Chardon | OH | 44024 | PC | stability and self-relianceBuild strength.through shelter | $2,000 |
| AJC Cleveland | ||||||
| 1422 Euclid Avenue | Cleveland | OH | 44115 | PC | community and combatingConnectinganti-Semitism | $500 |
| American Red Cross | ||||||
| 101 Prospect Avenue | Cleveland | OH | 44115 | PC | supportProviding medical | $1,000 |
| Big Shots & Little Stars | ||||||
| One Center Court | Cleveland | OH | 44115 | PC | medicalSupport childtreatments | $1,000 |
| Museum of Contemporary Art Cleveland | ||||||
| 11400 Euclid Avenue | Cleveland | OH | 44106 | PC | art museumA modern | $4,000 |
| Ronald McDonald House Charities | ||||||
| One Kroc Drive | Oak Brook | IL | 60523 | PC | programs to improveCreate, find, supportthe well-being of children | $1,000 |
| Your HomeTown Chagrin Falls | ||||||
| PO Box 335 | Chagrin Falls | OH | 44022 | PC | to preserveVolunteer organizationcommunity environment | $500 |
| Greater Cleveland Food Bank | ||||||
| 15500 S Waterloo Road | Cleveland | OH | 44110 | PC | everyone hasWork to ensurenutritious food | $500 |
| OhioHealth Hospice | ||||||
| 800 McConnell Drive | Columbus | OH | 43214 | PC | medicallySupport thechallenged | $200 |
| Valley Art Center | ||||||
| 155 Bell Street | Chagrin Falls | OH | 44022 | PC | educationProvide art | $250 |
| Threshhold Choir | ||||||
| PO Box 8496 | Santa Rosa | CA | 95407 | PC | through performingProvide educationart | $200 |
| Boys & Girls Clubs of Cleveland | ||||||
| 6114 Broadway Avenue | Cleveland | OH | 44127 | PC | school art andProvide aftereducation | $5,000 |
| InMotion | ||||||
| 4829 Galaxy Parkway M | Warrensville Heights | OH | 44128 | PC | advance the mind,Programs tobody and spirit | $1,000 |
| Karamu House | ||||||
| 2355 E 89th Street | Cleveland | OH | 44106 | PC | AmericanProvide African-theater | $1,000 |
| Vocational Guidance Services | ||||||
| 2239 E 55th Street | Cleveland | OH | 44103 | PC | rehabilitationA vocationalagency | $500 |
| Walsh Jesuit High School | ||||||
| 4550 Wyoga Lake Road | Cuyahoga Falls | OH | 44224 | PC | educationalAninstitution | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,216,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $102,527 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,374 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $106,946 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,946 | 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 |
|---|---|
| 3, 4 & | Interest, dividends and capital gain income enhances the organization's |
| 3, 4 & | ability to make distributions to organizations that qualify as |
| 3, 4 & | 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 | Hunting Valley | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440222542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,004,886 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12,136SH OF SHERWIN WILLIAMS CO. STOCK | NoncashPropertyDesc |
| Fair Market Value | $5,004,886 | FairMarketValueAmt |
| Received | 2017-12-26 | 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 |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.00 | LifeRt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 12,136 shares of Sherwin Williams Co. cmn. stk. | $5,004,886 | $4,976,245 |
| See attached, Fidelity Investments | $3,633,775 | $4,432,086 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pending dividends | Desc |
| BOY Book Value | $4,167 | BOYBookValueAmt |
| EOY Book Value | $4,421 | EOYBookValueAmt |
| EOYFMV | $4,421 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pending dividends | Desc |
| BOY Book Value | $4,167 | BOYBookValueAmt |
| EOY Book Value | $4,421 | EOYBookValueAmt |
| EOYFMV | $4,421 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pending dividends | Desc |
| BOY Book Value | $4,167 | BOYBookValueAmt |
| EOY Book Value | $4,421 | EOYBookValueAmt |
| EOYFMV | $4,421 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Booked unrealized capital losses from dispositions | Desc |
| Amt | $6,099 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office supplies and expenses | Desc |
| Revenue And Expenses Per Books | $1,177 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $1,177 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital gains realized | $4,374 |
| Rounding | $1 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll taxes withheld (Ohio income tax) | Desc |
| BOY Book Value | $161 | BOYBookValueAmt |
| EOY Book Value | $161 | EOYBookValueAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll taxes withheld (Ohio income tax) | Desc |
| BOY Book Value | $161 | BOYBookValueAmt |
| EOY Book Value | $161 | EOYBookValueAmt |
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. | $71 | $71 | |
| Foreign income tax | $1,161 | $1,161 | |
| Ohio Charitable Trust | $200 | $200 | |
| Federal excise tax | $1,515 |
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