CONNOR GROUP FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CONNOR GROUP FOUNDATION (EIN 20-8499807)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-09-12
- IRS object ID
- 201812559349100416
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-12T15:38:25-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | 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) |
|---|---|---|
| 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 | Bob Holzapfel | PersonNm |
| Person Title | Authorized Signer | PersonTitleTxt |
| Phone | 9374343095 | PhoneNum |
| Signature | 2018-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Durbin | PreparerPersonNm |
| PTIN | P00963396 | PTIN |
| Phone | 5132418313 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.196.129.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-08-31 | IPDt |
| IP Tm | 11:32:55 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 99A878D1686211F50FB41C4B2E9E76F24E586DEF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,992,533 | 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 | $7,301,452 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,535 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,535 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $152,879 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,879 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,844,427 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,775 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,846,802 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,615,839 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,189 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,053 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,053 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,989 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,373 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,282 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $925 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $925 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37,162 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37,162 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $153 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $153 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $278,286 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $278,286 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $334,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $327,152 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,800,987 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,800,987 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,135,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,128,139 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,480,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $157,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,887,304 | CashBOYAmt |
| Cash EOY | $620,703 | CashEOYAmt |
| Cash EOYFMV | $620,703 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $7,500 | AcctRcvblBOYAmt |
| Prepaid Expenses EOY | $3,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,537,361 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,550,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,487,067 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,424,518 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,424,518 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,005 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,083 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,204 | LandBOYAmt |
| Land EOY | $1,922 | LandEOYAmt |
| Land EOYFMV | $1,922 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $455,323 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $455,323 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,435,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,055,466 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,992,533 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,704 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $100,246 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $918,703 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,988,741 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $930,407 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,088,987 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | -$156,995 | CapitalStockBOYAmt |
| Capital Stock EOY | -$176,080 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,661,957 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,142,559 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,504,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,966,479 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,435,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,055,466 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,504,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,480,602 | ExcessRevenueOverExpensesAmt |
| Other Increases | $62,933 | OtherIncreasesAmt |
| Subtotal | $6,048,497 | SubtotalAmt |
| Other Decreases | $82,018 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,966,479 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1598 Shares of Apple | D | 2017-02-01 | 2017-02-01 | $202,943 | $205,743 | -$2,800 | -$2,800 |
| 4572 Shares of Apple | D | 2017-02-01 | 2017-02-01 | $580,629 | $588,645 | -$8,016 | -$8,016 |
| 528 Shares of Apple | D | 2017-04-05 | 2017-04-05 | $76,505 | $75,684 | $821 | $821 |
| 5368 Shares of Apple | D | 2017-04-05 | 2017-04-05 | $777,802 | $769,449 | $8,353 | $8,353 |
| 1135 Shares of Chevron | D | 2017-09-14 | 2017-09-14 | $129,981 | $130,105 | -$124 | -$124 |
| 3539 Shares of Chevron | D | 2017-10-16 | 2017-10-16 | $424,098 | $425,338 | -$1,240 | -$1,240 |
| 13125 Shares of Sychrony Financial | D | 2017-11-30 | 2017-11-30 | $497,814 | $505,444 | -$7,630 | -$7,630 |
| 5870 Shares of Wells Fargo | D | 2017-11-29 | 2017-11-29 | $328,300 | $332,712 | -$4,412 | -$4,412 |
| 2265 Shares of Apple | D | 2017-02-01 | 2017-02-01 | $287,648 | $291,619 | -$3,971 | -$3,971 |
| 4590 Shares of Apple | D | 2017-02-01 | 2017-02-01 | $628,634 | $637,313 | -$8,679 | -$8,679 |
| 755 Shares of Apple | D | 2017-04-05 | 2017-04-05 | $109,396 | $108,222 | $1,174 | $1,174 |
| 531 Shares of Apple | D | 2017-04-05 | 2017-04-05 | $76,940 | $76,113 | $827 | $827 |
| 130 Shares of Chevron | D | 2017-09-14 | 2017-09-14 | $14,893 | $14,902 | -$9 | -$9 |
| 920 Shares of Chevron | D | 2017-09-14 | 2017-09-14 | $105,400 | $105,460 | -$60 | -$60 |
| 1850 Shares of Chevron | D | 2016-12-20 | 2017-09-14 | $211,946 | $218,208 | -$6,262 | -$6,262 |
| 450 Shares of Chevron | D | 2016-12-20 | 2017-09-14 | $51,554 | $53,078 | -$1,524 | -$1,524 |
| 95 Shares of Chevron | D | 2017-09-14 | 2017-09-14 | $10,884 | $10,890 | -$6 | -$6 |
| 27 Shares of Chevron | D | 2016-12-20 | 2017-09-14 | $3,139 | $3,185 | -$46 | -$46 |
| 14 Shares of Chevron | D | 2016-12-20 | 2017-09-14 | $1,562 | $1,651 | -$89 | -$89 |
| 13 Shares of Chevron | D | 2017-09-14 | 2017-09-14 | $1,542 | $1,490 | $52 | $52 |
| 27 Shares of Chevron | D | 2016-12-20 | 2017-09-14 | $3,097 | $3,185 | -$88 | -$88 |
| 12 Shares of Chevron | D | 2017-09-14 | 2017-09-14 | $1,398 | $1,376 | $22 | $22 |
| 24 Shares of Chevron | D | 2016-12-20 | 2017-09-14 | $2,808 | $2,831 | -$23 | -$23 |
| 12 Shares of Chevron | D | 2016-12-20 | 2017-09-14 | $1,417 | $1,415 | $2 | $2 |
| 25 Shares of Chevron | D | 2017-09-14 | 2017-09-14 | $2,846 | $2,866 | -$20 | -$20 |
| 44703 Shares of Prudential | D | 2017-08-31 | 2017-08-31 | $2,061,249 | $2,017,893 | $43,356 | $43,356 |
| 15600 Shares of Wells Fargo | D | 2016-12-20 | 2017-11-29 | $872,485 | $875,160 | -$2,675 | -$2,675 |
| 6750 Shares of Wells Fargo | D | 2016-12-20 | 2017-11-29 | $377,517 | $378,675 | -$1,158 | -$1,158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,775 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,777,853 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,582,120 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.123716 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $902,552 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,246,846 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.723868 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $284,593 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $567,657 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.501347 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $168,681 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,587 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.269835 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $180,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,547 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 8.367754 | DistributionYr5Rt |
| Total Distribution | 13.986520 | TotalDistributionRt |
| Average Distribution | 2.797304 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,538,498 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,492,863 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,580 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,494,443 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,128,139 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,160 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,160 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,160 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $35 | EsPenaltyAmt |
| Tax Due | $195 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BOB HOLZAPFEL | IndividualWithBooksNm |
| Phone | 9374343095 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| BOB HOLZAPFEL | ||||||||
| 10510 SPRINGBORO PIKE | MIAMISBURG | OH | 45342 | TREASURER | 0.00 | $0 | $0 | $0 |
| Larry Connor | ||||||||
| 10510 SPRINGBORO PIKE | MIAMISBURG | OH | 45342 | President | 0.00 | $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 | $4,256,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,366,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,622,841 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,622,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,538,498 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $276,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $276,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,160 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,160 | TotalTaxAmt |
| Distributable Before Adj | $273,765 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $273,765 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $273,765 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,128,139 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,128,139 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,128,139 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $273,765 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $179,223 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $166,325 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $256,210 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $844,735 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,701,375 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,147,868 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,128,139 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $273,765 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,854,374 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,002,242 | 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 | $179,223 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,823,019 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $166,325 | ExcessFromYear4Amt |
| Excess From Year3 | $256,210 | ExcessFromYear3Amt |
| Excess From Year2 | $844,735 | ExcessFromYear2Amt |
| Excess From Year1 | $1,701,375 | ExcessFromYear1Amt |
| Excess From Current Year | $1,854,374 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| alter high school | |||||||
| 940 E David Road | kettering | OH | 45429 | none | 501(c)(3) | General Fund | $152,000 |
| Boys Hope Girls Hope | |||||||
| 12120 Bridgetown Sq | Bridgetown | MO | 63044 | None | 501(c)(3) | General Fund | $75,000 |
| Carroll High School | |||||||
| 4524 Linden Avenue | DAYTON | OH | 45432 | None | 501(c)(3) | General Fund | $5,000 |
| CINCINNATI GOLDEN GLOVES FOR YOUTH | |||||||
| 2334 BOUDINOT AVENUE | CINCINNATI | OH | 45233 | None | 501(c)(3) | General Fund | $500 |
| Dayton Children's Hospital | |||||||
| 1 Chrildrens Plaza | Dayton | OH | 45404 | None | 501(c)(3) | General Fund | $200,000 |
| DAYTON EARLY COLLEGE ACADEMY INC | |||||||
| 300 College Park | DAYTON | OH | 45469 | None | 501(c)(3) | General Fund | $165,000 |
| Dayton Performing Arts | |||||||
| 126 N Main St 210 | Dayton | OH | 45469 | None | 501(c)(3) | General Fund | $5,000 |
| DECA Inc | |||||||
| 1908 Association Drive | Reston | VA | 20191 | None | 501(c)(3) | General Fund | $1,575 |
| Down Syndrome Association of Greater Cincinnati | |||||||
| 4623 Wesley Ave | CINCINNATI | OH | 45212 | None | 501(c)(3) | General Fund | $800 |
| Fairhaven Church Ministry Program | |||||||
| 627 E Whipp Rd | Centerville | OH | 45459 | None | 501(c)(3) | General Fund | $5,453 |
| HUMANE SOCIETY OF GREATER DAYTON | |||||||
| 1661 NICHOLAS ROAD | DAYTON | OH | 45417 | None | 501(c)(3) | General Fund | $8,100 |
| Little Miami River Kleeners | |||||||
| PO Box 23 | Bellbrock | OH | 45305 | None | 501(c)(3) | General Fund | $1,500 |
| mayo clinic | |||||||
| 4500 san pablo road | jacksonville | FL | 32224 | none | 501(c)(3) | General Fund | $1,000,000 |
| Miami Valley Squash Foundation | |||||||
| 10100 Innovation Drive Suite 410 | DAYTON | OH | 45342 | none | 501(c)(3) | General Fund | $7,500 |
| The Dayton Foundation | |||||||
| 40 N Main St Suite 500 | DaYTON | OH | 45423 | None | 501(c)(3) | General Fund | $1,250 |
| The Victory Project | |||||||
| 409 Troy Project | DAYTON | OH | 45404 | None | 501(c)(3) | General Fund | $37,850 |
| University of Dayton | |||||||
| 300 College Park | Dayton | OH | 45469 | None | 501(c)(3) | General Fund | $85,009 |
| Upspring | |||||||
| PO Box 23300 | CinCINNATI | OH | 45223 | None | 501(c)(3) | General Fund | $40,000 |
| Vanguard Volleyball Club | |||||||
| 78 Pumphrey Terrace | Delaware | OH | 43015 | None | 501(c)(3) | General Fund | $2,400 |
| Wounded Warriors | |||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | None | 501(c)(3) | general fund | $4,150 |
| YMCA of Greater Dayton | |||||||
| 316 N Wilkinson Street | Dayton | OH | 45402 | None | 501(c)(3) | General Fund | $2,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,800,987 | 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 | $2,535 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,879 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,775 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| loss from mt everest group K-1 | 531110 | -$1,896,320 |
| gain from greenhaven road k-1 | 531110 | $49,518 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,846,802 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $161,189 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,685,613 | 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 (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Lawrence S Connor | |||||||
| 1 | 10510 Springboro Pike | Miamisburg | OH | 45342 | $1,723,319 | Yes (X) | |
| Lawrence S Connor | |||||||
| 2 | 10510 Springboro Pike | Miamisburg | OH | 45342 | $845,133 | Yes (X) | |
| Christine Connor | |||||||
| 3 | 10510 Springboro Pike | Miamisburg | OH | 45342 | $184,335 | Yes (X) | |
| Lawrence S Connor | |||||||
| 4 | 10510 Springboro Pike | Miamisburg | OH | 45342 | $2,017,893 | Yes (X) | |
| Christine Connor | |||||||
| 5 | 10511 Springboro Pike | Miamisburg | OH | 45342 | $137,173 | Yes (X) | |
| Lawrence S Connor | |||||||
| 6 | 10512 Springboro Pike | Miamisburg | OH | 45342 | $130,105 | Yes (X) | |
| Lawrence S Connor | |||||||
| 7 | 10513 Springboro Pike | Miamisburg | OH | 45342 | $425,338 | Yes (X) | |
| Lawrence S Connor | |||||||
| 8 | 10514 Springboro Pike | Miamisburg | OH | 45342 | $332,712 | Yes (X) | |
| Lawrence S Connor | |||||||
| 9 | 10515 Springboro Pike | Miamisburg | OH | 45342 | $505,444 | Yes (X) | |
| Lawrence S Connor | |||||||
| 10 | 10510 Springboro Pike | Miamisburg | OH | 45342 | $1,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 13,385 Shares of Apple Fund Class A Stock | $1,723,319 | 2017-02-01 |
| 2 | 5,896 Shares of Apple Fund Class A Stock | $845,133 | 2017-04-07 |
| 3 | 1,286 Shares of Apple Fund Class A Stock | $184,335 | 2017-04-07 |
| 4 | 44,703 Shares of Prudential Health Science Fund Class A Stock | $2,017,893 | 2017-08-30 |
| 5 | 1,197 Shares of Chevron Corp Fund Class A Stock | $137,173 | 2017-09-15 |
| 6 | 1,135 Shares of Chevron Corp Fund Class A Stock | $130,105 | 2017-09-15 |
| 7 | 1,135 Shares of Chevron Corp Fund Class A Stock | $425,338 | 2017-10-17 |
| 8 | 5,870 Shares of Wells Fargo & Co. Fund Class A Stock | $332,712 | 2017-11-29 |
| 9 | 13,125 Shares of Synchrony Financial Fund Class A Stock | $505,444 | 2017-11-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $6,400 | Amt |
| Net Investment Income | $3,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | computers | PropertyDesc |
| Acquired | 2016-06-30 | AcquiredDt |
| Cost Or Other Basis | $4,005 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $801 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $1,282 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Morgan Stanley - Chevron Corp. Stock | $0 | $0 |
| Morgan Stanley - Wells Fargo & Co. Stock | $0 | $0 |
| Morgan Stanley- Mutual Funds | $6,550,000 | $6,487,067 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in Greenhaven Road | AT COST | $1,049,518 | $1,049,518 |
| Investment in Greenhaven Road - Prepaid | AT COST | $375,000 | $375,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | computers | CategoryOrItemTxt |
| Cost Or Other Basis | $4,005 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,083 | AccumulatedDepreciationAmt |
| Book Value | $1,922 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $2,053 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,053 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Asset - Building | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $455,323 | EOYBookValueAmt |
| EOYFMV | $455,323 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| stock basis adjustments | $32,500 |
| Unrealized Gain- Greenhaven Road | $49,518 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| bank fees | $520 | $0 | $520 |
| office supplies | $2,230 | $0 | $2,230 |
| Miscellaneous | $1,220 | $0 | $1,220 |
| ADMINISTRATIVE COSTS | $232,793 | $0 | $232,793 |
| Utilities | $85 | $0 | $85 |
| C/S Fee | $41,438 | $0 | $41,438 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| loss from mt everest group K-1 | -$1,896,320 | -$1,896,320 |
| gain from greenhaven road k-1 | $49,518 | $49,518 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Losses - Mutual Fund | Desc |
| Amt | $62,933 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment in Mt. Everest Group, LLC | Desc |
| BOY Book Value | $918,703 | BOYBookValueAmt |
| EOY Book Value | $2,988,741 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lawrence S Connor | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ohio filing fee | $200 | $0 | $200 |
| licenses & fees | $240 | $0 | $240 |
| Property Taxes | $4,933 | $0 | $4,933 |
| Federal Taxes | $2,616 | $0 | $0 |
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