CONNOR FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CONNOR FOUNDATION (EIN 47-3317026)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201711329349100011
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets 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 | 2017-05-12T06:14:13-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES P STORY | PreparerPersonNm |
| Phone | 2162410062 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 147.0.132.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 06:14:04 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FCB48013142DB870888D07561197E905F405CD91 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FCB48013142DB870888D07561197E905F405CD91 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,133,710 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $59 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,828 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$24,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,105,944 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $82,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,887 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $14,870 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,004 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $16,398 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,398 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,254 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $56,563 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,706 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,758 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,758 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,321 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,706 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,758 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,181 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $5,493 | CashEOYAmt |
| Cash EOYFMV | $5,493 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $55,238 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,238 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,981,531 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,836,586 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,068,812 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,167 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,167 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,981,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,901,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,133,710 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $161 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $161 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,981,531 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,901,323 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,981,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,901,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,981,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,901,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,981,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $4,901,323 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,901,323 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 472sh iShares Tr 1-3 Yr CRBD ETF | P | 2016-04-06 | 2016-07-01 | $50,014 | $0 | $49,623 | $391 | $0 | $0 | $0 | $391 |
| 947sh iShares Tr 1-3 Yr CRBD ETF | P | 2016-04-06 | 2016-09-15 | $100,100 | $0 | $99,562 | $538 | $0 | $0 | $0 | $538 |
| .067sh Sherwin Williams Co. | D | 2015-12-11 | 2016-02-01 | $2 | $0 | $18 | -$16 | $0 | $0 | $0 | -$16 |
| 10,000sh Sherwin Williams Co. | D | 2015-12-11 | 2016-02-29 | $2,733,810 | $0 | $2,752,301 | -$18,491 | $0 | $0 | $0 | -$18,491 |
| 8,120sh Sherwin Williams Co. | D | 2015-12-11 | 2016-03-01 | $2,222,018 | $0 | $2,229,215 | -$7,197 | $0 | $0 | $0 | -$7,197 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$24,775 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$24,775 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Vl Noncharitable Assets | $4,897,724 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $742 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $742 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,758 | 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 | $742 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $742 | SubtotalAmt |
| Tax Based On Investment Income | $742 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $765 | 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 | $20,000 | $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 | $4,527,171 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $445,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,972,309 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,972,309 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,897,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $742 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $742 | TotalTaxAmt |
| Distributable Before Adj | $244,144 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $244,144 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $244,144 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,758 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $105,758 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $742 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,016 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $244,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,745 | UndistributedIncomePYAmt |
| Qualifying Distributions | $105,758 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,745 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $85,013 | RemainingDistriFromCorpusAmt |
| Total Corpus | $85,013 | TotalCorpusAmt |
| Undistributed Income CY | $244,144 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $85,013 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $85,013 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Gordon Square Arts District | ||||||
| 6516 Detriot Ave Suite 1 | Cleveland | OH | 44102 | PC | community artsTo provide forprograms | $3,000 |
| University Hospital | ||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | PC | provide for healthTo improve andservices | $21,400 |
| Cuyahoga Valley National Park | ||||||
| 1403 West Hine Hill Road | Peninsula | OH | 44264 | PC | preserve CVNPTo protect &trails | $6,000 |
| Western Reserve Land Conservancy | ||||||
| 3850 Chagrin River Road | Chagrin Falls | OH | 44022 | PC | preserveWork tonatural areas | $2,500 |
| Playhouse Square Foundation | ||||||
| 1501 Euclid Avenue 200 | Cleveland | OH | 44115 | PC | communityTo provide forperforming arts | $2,000 |
| 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 | $2,000 |
| Cuyahoga Valley Scenic Railroad | ||||||
| 1630 W Mill Street | Peninsula | OH | 44264 | PC | historicalTo provide forawareness | $250 |
| Hands Together | ||||||
| PO Box 80985 | Springfield | MA | 01138 | PC | hope inTo provideHaiti | $1,000 |
| Fieldstone Farm | ||||||
| 16497 Snyder Road | Chagrin Falls | OH | 44023 | PC | therapy throughTo providehorses | $1,000 |
| Komen Northeast Ohio | ||||||
| 5350 Transportation Blvd 22 | Garfield Hts | OH | 44125 | PC | improved cancerTo provide forcare | $1,008 |
| Rock & Roll Hall of Fame | ||||||
| 1100 E 9th Street | Cleveland | OH | 44114 | PC | provide musicProtect andeducation | $2,850 |
| Saint Martin De Porres High School | ||||||
| 6111 Lausche Ave | Cleveland | OH | 44103 | PC | secondaryTo provide foreducation | $25,000 |
| The Miracle Fund | ||||||
| 11100 Euclid Ave | Cleveland | OH | 44106 | PC | improved cancerTo provide fortreatment | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,758 | 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 | $59 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $91,828 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$24,775 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $67,112 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,112 | 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 | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 472 sh. iShares Tr 1-3 Yr CRBD ETF | 2016-04 | Purchased | 2016-07 | $50,014 | $49,623 | Cost | $391 |
| 947 sh. iShares Tr 1-3 Yr CRBD ETF | 2016-04 | Purchased | 2016-09 | $100,100 | $99,562 | $538 | |
| 276.000 sh. Sherwin Williams Co. | 2015-12 | Donated | 2016-03 | $75,527 | $75,964 | -$437 | |
| 10,000.000 sh. Sherwin Williams Co. | 2015-12 | Donated | 2016-02 | $2,733,810 | $2,752,301 | -$18,491 | |
| 7,844.000 sh. Sherwin Williams Co. | 2015-12 | Donated | 2016-03 | $2,146,491 | $2,153,251 | -$6,760 | |
| .067 sh. Sherwin Williams Co. | 2015-12 | Donated | 2016-02 | $2 | $18 | -$16 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 18,120.067 shares of Sherwin Williams Co. cmn. stk. | ||
| See attached, Fidelity Investments | $4,836,586 | $5,068,812 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pending dividends | Desc |
| EOY Book Value | $4,167 | EOYBookValueAmt |
| EOYFMV | $4,167 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pending dividends | Desc |
| EOY Book Value | $4,167 | EOYBookValueAmt |
| EOYFMV | $4,167 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pending dividends | Desc |
| EOY Book Value | $4,167 | EOYBookValueAmt |
| EOYFMV | $4,167 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Licenses | $200 | |
| Bank service fees | $54 | $54 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $1 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll taxes withheld (Ohio income tax) | Desc |
| 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 |
| EOY Book Value | $161 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Payroll taxes - FICA | $1,530 | |
| Workers' Comp. Ins. | $253 | |
| Foreign income tax | $1,254 | $1,254 |
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