CONNOR GROUP FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CONNOR GROUP FOUNDATION (EIN 20-8499807)
Tax period
2011-12-01 to 2012-11-30
Filed
2013-10-02
IRS object ID
201322759349100302
Schema version
2011v1.5
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-10-02T07:17:42-05:00Timestamp
Tax Period End Date2012-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN311119890EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BARNES DENNIG & CO LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1150 EAST FOURTH STREETAddressLine1
CityCINCINNATICity
StateOHState
ZIP Code45202ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN208499807EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE CONNOR GROUP FOUNDATION CO LARRY CONNORBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCONNNameControl
Phone9374343095Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line16485 CENTERVILLE BUSINESS PARKWAYAddressLine1
CityCENTERVILLECity
StateOHState
ZIP Code45459ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBOB HOLZAPFELName
TitleAUTHORIZED SIGNERTitle
Phone9374343095Phone
Date Signed2013-09-30DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameALAN E BIEBERName
PTINP00843797PTIN
Phone5132418313Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY82213FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss242500ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses242500TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss1210LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps0LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss500AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss25OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm0OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1735TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss180300ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps180300ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss182035TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps180300TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses60465ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY18716CashBOY
Cash EOY32457CashEOY
Cash EOYFMV32457CashEOYFMV
Accounts Receivable49756AccountsReceivable
Accounts Receivable EOY49756AccountsReceivableEOY
Accounts Receivable EOYFMV49756AccountsReceivableEOYFMV
Total Assets BOY18716TotalAssetsBOY
Total Assets EOY82213TotalAssetsEOY
Total Assets EOYFMV82213TotalAssetsEOYFMV
Accounts Payable EOY3032AccountsPayableEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY3032TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY18716RetainedEarningsBOY
Retained Earnings EOY79181RetainedEarningsEOY
Total Net Assets BOY18716TotalNetAssetsBOY
Total Net Assets EOY79181TotalNetAssetsEOY
Total Liabilities Net Assets BOY18716TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY82213TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY18716TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses60465ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal79181Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY79181TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1738500QualifyingDistributionsYear1
Noncharitable Assets Year120961NoncharitableAssetsYear1
Distribution Ratio Year135.232098DistributionRatioYear1
Qualifying Distributions Year283000QualifyingDistributionsYear2
Noncharitable Assets Year22540NoncharitableAssetsYear2
Distribution Ratio Year232.677165DistributionRatioYear2
Qualifying Distributions Year30QualifyingDistributionsYear3
Noncharitable Assets Year35483NoncharitableAssetsYear3
Distribution Ratio Year30.0DistributionRatioYear3
Qualifying Distributions Year40QualifyingDistributionsYear4
Noncharitable Assets Year40NoncharitableAssetsYear4
Distribution Ratio Year40.0DistributionRatioYear4
Total Distribution Ratio67.909263TotalDistributionRatio
Average Distribution Ratio16.977316AverageDistributionRatio
Net Noncharitable Assets21547NetNoncharitableAssets
Adjusted Noncharitable Assets365810AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One365810AdjNonchrtblAssetsAndOnePct
Qualifying Distributions180300QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameBOB HOLZAPFELBooksInCareOfPersonName
Books In Care Of Phone Number9374343095BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line16485 CENTERVILLE BUSINESS PARKWAYAddressLine1
CityCENTERVILLECity
StateOHState
ZIP Code45459ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
BOB HOLZAPFEL
6485 CENTERVILLE BUSINESS PKYCENTERVILLEOH45459TREASURER0.00000
LARRY CONNOR
6485 CENTERVILLE BUSINESS PKYCENTERVILLEOH45459PRESIDENT0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances21875AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets21875TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets21875AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable328CashDeemedCharitable
Net Noncharitable Assets21547NetNoncharitableAssets
Minimum Investment Return1077MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1077MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj1077DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1077DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1077DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions180300ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions180300QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions180300AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1077DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year417701ExcessDistriCarryoverYear4
Excess Distri Carryover Year282873ExcessDistriCarryoverYear2
Excess Distri Carryover Year1737452ExcessDistriCarryoverYear1
Total Excess Distri Carryover838026TotalExcessDistriCarryover
Qualifying Distributions180300QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1077AppliedToCurrentYear
Remaining Distri From Corpus179223RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1017249TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1017249ExcessDistriCyovToNextYear
Excess From Year417701ExcessFromYear4
Excess From Year282873ExcessFromYear2
Excess From Year1737452ExcessFromYear1
Excess From Current Year179223ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NEATLANTAGA30303NONE501(C)(3)GENERAL FUND$1,000
ANSWERING THE CALL
PO BOX 4541ROANOKEVA24015NONE501(C)(3)GENERAL FUND$12,500
ARCHBISHOP ALTER HIGH SCHOOL
940 E DAVID ROADKETTERINGOH45429NONE501(C)(3)GENERAL FUND$500
CANCER SUPPORT COMMUNITY
1050 17TH STREET NW SUITE 500WASHINGTONDC20036NONE501(C)(3)GENERAL FUND$2,000
DADS APPRECIATING DOWNS SYNDROME
PO BOX 3556CARMELIN46082NONE501(C)(3)GENERAL FUND$300
HUMANE SOCIETY OF DAYTON
1661 NICHOLAS ROADDAYTONOH45417NONE501(C)(3)GENERAL FUND$1,000
LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVE SUITE 310WHITE PLAINSNY10605NONE501(C)(3)GENERAL FUND$500
MONTGOMERY COUNTY OHIO COLLEGE PROMISE
500 KETTERING TOWERDAYTONOH45423NONE501(C)(3)GENERAL FUND$50,000
UNIVERSITY OF DAYTON
300 COLLEGE PARKDAYTONOH45469NONE501(C)(3)GENERAL FUND$112,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year180300TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$500Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$1,210Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryOTHER FEESCategory
Amount$25Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameLAWRENCE S CONNORPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line16485 CENTERVILLE BUSINESS PARKWAYAddressLine1
CityCENTERVILLECity
StateOHState
ZIP Code45459ZIPCode

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