CONNOR GROUP FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CONNOR GROUP FOUNDATION (EIN 20-8499807)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-10-10
- IRS object ID
- 201722839349100117
- Schema version
- 2015v3.0
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2017-10-10T14:34:09-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | 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 | 2015-12-01 | 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 | 2017-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN E BIEBER | PreparerPersonNm |
| PTIN | P00843797 | PTIN |
| Phone | 5132418313 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $3,412,641 | 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 | $3,344,456 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,281 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,281 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,051,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $131,510 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$880,698 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,596,549 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,791 | 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 |
| Pension Empl Bnft Rev And Expnss | $2,528 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,528 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $125 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $125 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,375 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,934 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,055 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $801 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $178 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $178 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,574 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,574 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,328 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,328 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,530 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56,530 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,693 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,703,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,703,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,784,908 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,777,853 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $811,641 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,416 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $709,266 | CashBOYAmt |
| Cash EOY | $1,887,304 | CashEOYAmt |
| Cash EOYFMV | $1,887,304 | CashEOYFMVAmt |
| Acct Rcvbl | $7,500 | AcctRcvblAmt |
| Acct Rcvbl EOY | $7,500 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,500 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $449,678 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,537,361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,514,633 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,005 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $801 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $3,204 | LandEOYAmt |
| Land EOYFMV | $3,204 | LandEOYFMVAmt |
| Other Assets BOY | $128 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,159,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,435,369 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,412,641 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $24,321 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,704 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $15,582 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $918,703 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $39,903 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $930,407 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | -$731,147 | CapitalStockBOYAmt |
| Capital Stock EOY | -$156,995 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,850,316 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,661,957 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,119,169 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,504,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,159,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,435,369 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,119,169 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $811,641 | ExcessRevenueOverExpensesAmt |
| Other Increases | $574,152 | OtherIncreasesAmt |
| Subtotal | $2,504,962 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,504,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,122 SHARES OF AMAZON COM INC. | D | 2016-08-02 | 2016-08-10 | $861,114 | $853,371 | $7,743 | $7,743 |
| 15 SHARES OF AMAZON COM INC 640.000 MAY C | P | 2016-05-18 | 2016-05-18 | $16,194 | $87,649 | -$71,455 | -$71,455 |
| 22,800 SHARES OF MORGAN STANLEY | D | 2016-12-02 | 2016-12-09 | $1,000,892 | $953,724 | $47,168 | $47,168 |
| 1,529 SHARES OF AMAZON COM INC | D | 2015-12-17 | 2016-08-10 | $1,173,478 | $1,025,424 | $148,054 | $148,054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $131,510 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $902,552 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,246,846 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.723868 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $284,593 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $567,657 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.501347 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $168,681 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $51,587 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.269835 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $180,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,547 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 8.367754 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $738,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,961 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 35.232098 | DistributionYr5Rt |
| Total Distribution | 48.094902 | TotalDistributionRt |
| Average Distribution | 9.618980 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,582,120 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,218,381 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,314 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,219,695 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,777,853 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,628 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,628 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $78 | EsPenaltyAmt |
| Tax Due | $2,706 | 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 | $709,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $896,768 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,606,213 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,606,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,093 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,582,120 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,628 | TotalTaxAmt |
| Distributable Before Adj | $76,478 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,478 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,478 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,777,853 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,777,853 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,777,853 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,478 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $737,452 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $179,223 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $166,325 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $256,210 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $844,735 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,183,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,777,853 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,701,375 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,885,320 | 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 | $737,452 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,147,868 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $179,223 | ExcessFromYear4Amt |
| Excess From Year3 | $166,325 | ExcessFromYear3Amt |
| Excess From Year2 | $256,210 | ExcessFromYear2Amt |
| Excess From Year1 | $844,735 | ExcessFromYear1Amt |
| Excess From Current Year | $1,701,375 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 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 | $350,000 |
| DAYBREAK INC | |||||||
| 605 S PATTERSON BLVD | DAYTON | OH | 45402 | NONE | 501(C)(3) | GENERAL FUND | $50,000 |
| 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 | $228,500 |
| DAYTON PERFORMING ARTS | |||||||
| 126 N MAIN ST 210 | DAYTON | OH | 45469 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| FAIRHAVEN CHURCH MINISTRY PROGRAM | |||||||
| 627 E WHIPP RD | CENTERVILLE | OH | 45459 | NONE | 501(C)(3) | GENERAL FUND | $3,895 |
| FOR THE LOVE OF CHILDREN INC | |||||||
| 22 CLAY STREET | DAYTON | OH | 45402 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| HUMANE SOCIETY OF GREATER DAYTON | |||||||
| 1661 NICHOLAS ROAD | DAYTON | OH | 45417 | NONE | 501(C)(3) | GENERAL FUND | $5,727 |
| KUNTZ III SCHOLARSHIP CARROLL HIGH SCHOOL | |||||||
| 4524 LINDEN AVENUE | DAYTON | OH | 45432 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| LEUKEMIA AND LYMPHOMA FOUNDATION | |||||||
| 4370 GLENDALE MILFORD RD | BLUE ASH | OH | 45242 | NONE | 501(C)(3) | GENERAL FUND | $1,750 |
| MAYO CLINIC | |||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | NONE | 501(C)(3) | GENERAL FUND | $500,000 |
| SINCLAIR COMMUNITY COLLEGE FOUNDATION | |||||||
| 444 WEST THIRD STREET | DAYTON | OH | 45402 | NONE | 501(C)(3) | GENERAL FUND | $100,000 |
| SUGARCREEK TOWNSHIP POLICE DEPT | |||||||
| 4398 CLYO RD | DAYTON | OH | 45459 | NONE | 501(C)(3) | GENERAL FUND | $35,460 |
| THE CHILDREN'S MEDICAL CENTER OF DAYTON | |||||||
| ONE CHILDRENS PLAZA | DAYTON | OH | 45404 | NONE | 501(C)(3) | GENERAL FUND | $665 |
| THE DAYTON FOUNDATION | |||||||
| 40 N MAIN ST SUITE 500 | DAYTON | OH | 45423 | NONE | 501(C)(3) | GENERAL FUND | $56,250 |
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | NONE | 501(C)(3) | GENERAL FUND | $115,313 |
| UPSPRING | |||||||
| PO BOX 23300 | CINCINNATI | OH | 45223 | NONE | 501(C)(3) | GENERAL FUND | $40,000 |
| WAYNE HIGH SCHOOL | |||||||
| 5400 CHAMBERSBURG RD | DAYTON | OH | 45424 | NONE | 501(C)(3) | GENERAL FUND | $200 |
| YMCA OF GREATER DAYTON | |||||||
| 316 N WILKINSON STREET | DAYTON | OH | 45402 | NONE | 501(C)(3) | GENERAL FUND | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,703,160 | 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 | $1,281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $131,510 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS FROM MT EVEREST GROUP K-1 | Desc |
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$880,698 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$880,698 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$747,907 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LAWRENCE S CONNOR | ||||||
| 1 | 10510 SPRINGBORO PIKE | MIAMISBURG | OH | 45342 | $953,724 | Yes (X) |
| LAWRENCE S CONNOR | ||||||
| 2 | 10510 SPRINGBORO PIKE | MIAMISBURG | OH | 45342 | $283,526 | Yes (X) |
| LAWRENCE S CONNOR | ||||||
| 3 | 10510 SPRINGBORO PIKE | MIAMISBURG | OH | 45342 | $1,253,835 | Yes (X) |
| LAWRENCE S CONNOR | ||||||
| 4 | 10510 SPRINGBORO PIKE | MIAMISBURG | OH | 45342 | $853,371 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 22,800 SHARES OF MORGAN STANLEY FUND CLASS A STOCK | $953,724 | 2016-11-30 |
| 2 | 2,403.778 SHARES OF CHEVRON CORP. FUND CLASS A STOCK | $283,526 | 2016-11-30 |
| 3 | 22,350 SHARES OF WELLS FARGO & CO. FUND CLASS A STOCK | $1,253,835 | 2016-11-30 |
| 4 | 1,122 SHARES OF AMAZON INC. FUND CLASS A STOCK | $853,371 | 2016-08-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $1,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,375 | 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 |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $801 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY - AMAZON COM INC STOCK | $0 | $0 |
| MORGAN STANLEY - CHEVRON CORP. STOCK | $283,526 | $282,925 |
| MORGAN STANLEY - WELLS FARGO & CO. STOCK | $1,253,835 | $1,231,708 |
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 | $801 | AccumulatedDepreciationAmt |
| Book Value | $3,204 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $125 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INSURANCE | Desc |
| BOY Book Value | $128 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $893 | $0 | $893 |
| BANK FEES | $251 | $0 | $251 |
| OFFICE SUPPLIES | $949 | $0 | $949 |
| MISCELLANEOUS | $33 | $0 | $33 |
| ADMINISTRATIVE COSTS | $54,404 | $0 | $54,404 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS FROM MT EVEREST GROUP K-1 | Desc |
| Revenue And Expenses Per Books | -$880,698 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$880,698 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSSES - CHEVRON STOCK | $601 |
| UNREALIZED LOSSES - WELLS FARGO STOCK | $22,127 |
| STOCK BASIS ADJUSTMENTS | $551,424 |
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 | $15,582 | BOYBookValueAmt |
| EOY Book Value | $918,703 | 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 | $165 | $0 | $165 |
| PAYROLL TAXES | $4,690 | $0 | $4,690 |
| OTHER TAXES | $4,879 | $0 | $0 |
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