CONNORS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CONNORS FAMILY FOUNDATION (EIN 20-2015301)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-01
- IRS object ID
- 202610609349100001
- Schema version
- 2025v4.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-01T06:22:23-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 863192990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 NE 8TH ST STE 400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202015301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNORS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 4255771733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8815 OVERLAKE DRIVE WEST | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANNON GALBREATH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4255771733 | PhoneNum |
| Signature | 2026-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW GOODWIN | PreparerPersonNm |
| PTIN | P01057418 | PTIN |
| Phone | 4254547990 | PhoneNum |
| Preparation | 2026-02-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,687,160 | 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 | $2,204,513 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $235,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $235,420 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $250,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,284,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,342,421 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,690,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,577,841 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $617 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $309 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $309 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,405 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,203 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,203 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,808 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,808 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $325,432 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,964 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $279,468 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $460,262 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $403,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $236,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $236,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $696,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $640,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,994,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,523,557 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $4 | CashEOYAmt |
| Cash EOYFMV | $4 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $96,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,348,871 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,868,231 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,809,508 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,338,285 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,964,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,958,383 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,687,160 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,657,604 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,657,604 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,306,668 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,300,779 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,964,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,958,383 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,964,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,958,383 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,964,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,994,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,958,383 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,958,383 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BROADCOM INC | 2018-06-01 | 2025-11-07 | $552,488 | $41,367 | $511,121 | $511,121 |
| BROADCOM INC | 2019-01-22 | 2025-11-07 | $861,332 | $64,698 | $796,634 | $796,634 |
| GQG PARTNERS EMRG MKTS EQ INS | 2023-07-24 | 2025-10-24 | $18,000 | $14,791 | $3,209 | $3,209 |
| HARTFORD INTL VALUE I | 2023-07-24 | 2025-10-24 | $158,000 | $114,287 | $43,713 | $43,713 |
| HARTFORD INTL VALUE I | 2023-07-24 | 2025-05-28 | $22,500 | $18,235 | $4,265 | $4,265 |
| HARTFORD INTL VALUE I | 2023-07-24 | 2025-04-02 | $90,000 | $78,394 | $11,606 | $11,606 |
| HARTFORD INTL VALUE I | 2023-07-24 | 2025-01-10 | $41,000 | $40,835 | $165 | $165 |
| MFS INTL GROWTH I | 2024-12-27 | 2025-10-24 | $143,000 | $118,538 | $24,462 | $24,462 |
| MFS INTL GROWTH I | 2024-12-27 | 2025-05-28 | $22,500 | $20,270 | $2,230 | $2,230 |
| MFS INTL GROWTH I | 2024-12-27 | 2025-01-10 | $30,000 | $30,505 | -$505 | -$505 |
| NVIDIA CORPORATION | 2016-09-20 | 2025-11-07 | $778,747 | $6,667 | $772,080 | $772,080 |
| VANGUARD SHORT TERM BND | 2023-07-24 | 2025-11-12 | $25,000 | $23,969 | $1,031 | $1,031 |
| VANGUARD SHORT TERM BND | 2023-07-24 | 2025-10-08 | $4,019 | $3,856 | $163 | $163 |
| VANGUARD SHORT TERM BND | 2023-07-24 | 2025-04-11 | $39,957 | $38,865 | $1,092 | $1,092 |
| VANGUARD SHORT TERM BND | 2023-07-24 | 2025-03-04 | $40,028 | $38,789 | $1,239 | $1,239 |
| VANGUARD TTL STK MKT ETF | 2023-07-24 | 2025-10-24 | $204,926 | $138,731 | $66,195 | $66,195 |
| VANGUARD TTL STK MKT ETF | 2023-07-24 | 2025-10-07 | $14,880 | $10,184 | $4,696 | $4,696 |
| VANGUARD TTL STK MKT ETF | 2023-07-24 | 2025-07-14 | $49,843 | $36,663 | $13,180 | $13,180 |
| VANGUARD TTL STK MKT ETF | 2023-07-24 | 2025-07-02 | $14,635 | $10,863 | $3,772 | $3,772 |
| VANGUARD TTL STK MKT ETF | 2023-07-24 | 2025-06-23 | $99,864 | $76,495 | $23,369 | $23,369 |
| VANGUARD TTL STK MKT ETF | 2023-07-24 | 2025-02-05 | $20,288 | $15,389 | $4,899 | $4,899 |
| CAPITAL GAIN DISTRIBUTION | 2025-01-01 | 2025-12-31 | $53,805 | $53,805 | $53,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,342,421 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,077 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,077 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,077 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,928 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,928 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $32,149 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | JOHN CONNORS | IndividualWithBooksNm |
| Phone | 4255771733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8815 OVERLAKE DR W | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| SHANNON GALBREATH | ||||||||
| 8815 OVERLAKE DRIVE WEST | MEDINA | WA | 98039 | EXECUTIVE DIRECTOR | 35.00 | $120,000 | $0 | $0 |
| KATHY CONNORS | ||||||||
| 8815 OVERLAKE DRIVE WEST | MEDINA | WA | 98039 | OFFICER & DIRECTOR | 0.00 | $0 | $0 | $0 |
| SEAN CONNORS | ||||||||
| 8815 OVERLAKE DRIVE WEST | MEDINA | WA | 98039 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MICK CONNORS | ||||||||
| 8815 OVERLAKE DRIVE WEST | MEDINA | WA | 98039 | TREASURER | 0.00 | $0 | $0 | $0 |
| ROSS CONNORS | ||||||||
| 8815 OVERLAKE DRIVE WEST | MEDINA | WA | 98039 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOHN CONNORS | ||||||||
| 8815 OVERLAKE DRIVE WEST | MEDINA | WA | 98039 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTOR GONCHAROFF JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 E CYPRESS TREE DRIVE | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTANT | ServiceTypeTxt |
| Compensation | $100,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $9,020,712 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $319,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,340,591 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,340,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,200,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $460,024 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $460,024 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,077 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,077 | TotalTaxAmt |
| Distributable Before Adj | $424,947 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $424,947 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $424,947 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $640,180 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $640,180 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $424,947 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $461,769 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,603 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $477,372 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $640,180 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $424,947 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $215,233 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $692,605 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $692,605 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $461,769 | ExcessFromYear2Amt |
| Excess From Year1 | $15,603 | ExcessFromYear1Amt |
| Excess From Current Year | $215,233 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHY CONNORS | ContributingManagerNm |
| Contributing Manager | JOHN CONNORS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE CONVENT KEEPERS (MILES CITY CHAMBER OF COMMERCE) | |||||||
| 1411 LEIGHTON BLVD | MILES CITY | MT | 59301 | NONE | PC | GENERAL PROGRAM SUPPORT | $55,000 |
| SACRED HEART | |||||||
| 519 N CENTER AVE | MILES CITY | MT | 59301 | NONE | PC | GENERAL PROGRAM SUPPORT | $81,200 |
| KEEP MILES CITY BEAUTIFUL | |||||||
| 710 S EARLING | MILES CITY | MT | 59301 | NONE | PC | GENERAL PROGRAM SUPPORT | $83,000 |
| WASHINGTON POLICY CENTER | |||||||
| PO BOX 3643 | SEATTLE | WA | 98124 | NONE | PC | GENERAL PROGRAM SUPPORT | $15,000 |
| UW ATHLETICS | |||||||
| BOX 354420 | SEATTLE | WA | 98195 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $236,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $235,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $250,640 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $486,060 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $486,060 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN AND KATHY CONNORS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8815 OVERLAKE DRIVE WEST | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,204,513 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,120 SHARES BROADCOM, INC. (AVGO: NASDQ) | $1,425,046 | 2025-11-07 |
| 1 | 4,245 SHARES NVIDIA, INC. (NVDA: NASDQ) | $779,467 | 2025-11-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $8,405 | Amt |
| Net Investment Income | $4,203 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,203 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $9,809,508 | EOYBookValueAmt |
| EOYFMV | $9,338,285 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $617 | LegalFeesAmt |
| Net Investment Income | $309 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $309 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $45,964 | $45,964 | $0 |
| CONSULTING | $100,000 | $0 | $100,000 |
| PAYROLL EXPENSES | $9,181 | $0 | $9,181 |
| PROGRAM RELATED EXPENSES-FOOTBALL | $160,287 | $0 | $160,287 |
| CONSULTING - FOOTBALL CAMP | $10,000 | $0 | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $2,000 | $0 | $0 |
| FOREIGN TAX | $3,808 | $3,808 | $0 |
Comments