CONNOR GROUP FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CONNOR GROUP FOUNDATION (EIN 20-8499807)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-10-15
- IRS object ID
- 202402899349101175
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-15T18:00:07-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | 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) |
|---|---|---|
| In Care Of | % RYAN ERNST | InCareOfNm |
| 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 | Ryan Ernst | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 9374343095 | PhoneNum |
| Signature | 2024-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Preparation | 2024-10-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,016,814 | 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 | $6,415,830 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $282,896 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,552,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,173,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,433,366 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$518,671 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,981,921 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,197,591 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $210,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $105,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $105,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $415,293 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $207,646 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $207,647 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $181,075 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $90,538 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $90,537 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $539,903 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $269,952 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $269,951 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $492,435 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $483,137 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,298 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,286,314 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $49,181 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $49,181 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $89 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $45 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $44 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $46,407 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $23,203 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,204 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $12,285 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $6,143 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $6,142 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $166,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $83,161 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $83,161 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,413,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,325,156 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $802,134 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,345,381 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,345,381 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,758,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,325,156 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,147,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,777,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,872,435 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,582,919 | CashBOYAmt |
| Cash EOY | $1,749,522 | CashEOYAmt |
| Cash EOYFMV | $1,749,522 | CashEOYFMVAmt |
| Acct Rcvbl | $110,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $124,911 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $110,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $110,000 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $976 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $976 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,392,244 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,038 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $227,938 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $49,181 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $178,757 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $62,887,484 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $60,017,356 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $60,017,356 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $235,686 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $146,764 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $133,466 | LandBOYAmt |
| Land EOY | $88,922 | LandEOYAmt |
| Land EOYFMV | $88,922 | LandEOYFMVAmt |
| Total Assets BOY | $78,121,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,195,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,016,814 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $472,597 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $353,280 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $38,037,091 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $39,829,262 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $38,509,688 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,182,542 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,075,026 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,075,026 | CapitalStockEOYAmt |
| Retained Earning BOY | $24,536,310 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,759,246 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,611,336 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,834,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,121,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,016,814 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,611,336 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,777,064 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,834,272 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,834,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| K-1 PASS THROUGH GAIN | P | $1,275,787 | $0 | $1,275,787 | $1,275,787 |
| MORGAN STANLEY | P | $11,350,722 | $9,028,737 | $2,321,985 | $2,321,985 |
| GOLDMAN SACHS | P | $546,557 | $710,963 | -$164,406 | -$164,406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,433,366 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,027 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $26,027 | SubtotalAmt |
| Tax Based On Investment Income | $26,027 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $120,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $612 | EsPenaltyAmt |
| Overpayment | $93,361 | OverpaymentAmt |
| Applied To ES Tax | $93,361 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN ERNST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| RYAN ERNST | ||||||||
| 10510 Springboro Pike | Miamisburg | OH | 45342 | TRUSTEE | 40.0 | $190,000 | $17,100 | $0 |
| LARRY CONNOR | ||||||||
| 10510 Springboro Pike | Miamisburg | OH | 45342 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| MICHAEL J MCQUISTON | ||||||||
| 10510 Springboro Pike | Miamisburg | OH | 45342 | TRUSTEE | 20.0 | $20,000 | $1,000 | $0 |
| BOB HOLZAPFEL | ||||||||
| 10510 Springboro Pike | Miamisburg | OH | 45342 | TREASURER | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,131,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,974,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,740,385 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,846,650 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,846,650 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $552,700 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,293,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,814,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,814,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,027 | TotalTaxAmt |
| Distributable Before Adj | $1,788,671 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,788,671 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,788,671 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,147,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,147,515 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,788,671 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,792,279 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,195,405 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,069,538 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,128,829 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,620,353 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,806,404 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,147,515 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,788,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,358,844 | RemainingDistriFromCorpusAmt |
| Total Corpus | $70,165,248 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,792,279 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $68,372,969 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,195,405 | ExcessFromYear4Amt |
| Excess From Year3 | $5,069,538 | ExcessFromYear3Amt |
| Excess From Year2 | $7,128,829 | ExcessFromYear2Amt |
| Excess From Year1 | $29,620,353 | ExcessFromYear1Amt |
| Excess From Current Year | $24,358,844 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE CONNOR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GDS Holdings | |||||||
| 10510 N Springboro Pike | Miamisburg | OH | 45342 | NONE | PC | In-house Programs | $13,762,729 |
| The Greater Dayton School | |||||||
| 10510 N Springboro Pike | Miamisburg | OH | 45342 | NONE | PC | In-house Programs | $4,091,462 |
| Dayton Children's Hospital | |||||||
| 1 Childrens Plaza | Dayton | OH | 45404 | NONE | PC | Strategic Alliances | $1,170,000 |
| Road to Hire | |||||||
| 1423 Red Ventures Drive | Fort Mill | SC | 29707 | NONE | PC | Accelerator Programs | $1,000,000 |
| Task Force Antal | |||||||
| 523 E 14th Street Apt 5B | New York City | NY | 10009 | NONE | PC | Contribution Programs | $900,000 |
| South Side Learning & Development SproutFive | |||||||
| 966 South High Street 3rd Floor | Columbus | OH | 43206 | NONE | PC | Accelerator Programs | $900,000 |
| Mayo Clinic | |||||||
| PO Box 4003 | Rochester | MN | 55903 | NONE | PC | Strategic Alliances | $600,000 |
| Bottom Line | |||||||
| 50 Milk Street Floor 16 | Boston | MA | 02109 | NONE | PC | National Programs | $550,320 |
| ScriptEd Code Nation | |||||||
| 85 Broad Street 17th Floor | New York | NY | 10004 | NONE | PC | National Programs | $500,000 |
| Learn to Be Foundation | |||||||
| 1268 N Lakeview Ave Suite 201 | Anaheim | CA | 92807 | NONE | PC | Accelerator Programs | $500,000 |
| The Unit Foundation | |||||||
| PO Box 1281 | Vass | NC | 28394 | NONE | PC | Individual Partner Program | $316,031 |
| Connor Kids Academy | |||||||
| 10510 N Springboro Pike | Miamisburg | OH | 45342 | NONE | PC | In-house Programs | $297,514 |
| Dayton Public Schools | |||||||
| 136 South Ludlow Street | Dayton | OH | 45402 | NONE | GOV | Contribution Programs | $200,000 |
| College Promise | |||||||
| 1401 S Main Street Suite 100 | Dayton | OH | 45409 | NONE | PC | Contribution Programs | $100,000 |
| National Outdoor Leadership School | |||||||
| 284 Lincoln Street | Lander | WY | 82520 | NONE | PC | Individual Partner Program | $90,000 |
| WestCare East End Community Services | |||||||
| 624 Xenia Avenue | Dayton | OH | 45410 | NONE | PC | Contribution Programs | $85,000 |
| Dayton Early College Academy | |||||||
| 300 College Park | Dayton | OH | 45469 | NONE | PC | Individual Partner Program | $75,000 |
| The Victory Project | |||||||
| 409 Troy Street | Dayton | OH | 45404 | NONE | PC | Contribution Programs | $70,000 |
| Special Operations Warrior Foundation | |||||||
| 1137 Marbella Plaza Drive | Tampa | FL | 33619 | NONE | PC | Contribution Programs | $50,000 |
| CityLink Center | |||||||
| 800 Bank Street | Cincinnati | OH | 45214 | NONE | PC | Individual Partner Program | $35,000 |
| University of Dayton | |||||||
| 300 College Park | Dayton | OH | 45409 | NONE | GOV | Contribution Programs | $12,257 |
| Carroll High School | |||||||
| 4524 Linden Avenue | Dayton | OH | 45432 | NONE | PC | Contribution Programs | $5,983 |
| Birdies for Babies | |||||||
| 401 Pottowatamie Ct | Oswego | IL | 60543 | NONE | PC | Contribution Programs | $5,000 |
| Cincinnati Golden Gloves | |||||||
| 2334 Boudinot Avenue | Cincinnati | OH | 45238 | NONE | PC | Contribution Programs | $5,000 |
| DePaul Cristo Rey High School | |||||||
| 1133 Clifton Hills Ave | Cincinnati | OH | 45220 | NONE | PC | Contribution Programs | $5,000 |
| College Promise | |||||||
| 1401 S Main Street Suite 100 | Dayton | OH | 45409 | NONE | PC | Contribution Programs | $4,500 |
| The Friendly House | |||||||
| 380 North Mulberry Street | Mansfield | OH | 44902 | NONE | PC | Contribution Programs | $2,500 |
| Little Miami River Kleeners | |||||||
| PO Box 23 | Bellbrook | OH | 45305 | NONE | PC | Contribution Programs | $2,000 |
| The Joel Cornette Foundation | |||||||
| 4067 Retreat Drive | Cincinnati | OH | 45241 | NONE | PC | Contribution Programs | $1,000 |
| Projects Inc | |||||||
| 254 E Mansfield Street | Bucyrus | OH | 44820 | NONE | PC | Contribution Programs | $1,000 |
| Touch Health Foundation | |||||||
| 18 West 18th Street | New York | NY | 10011 | NONE | PC | Contribution Programs | $500 |
| GRANTS LESS THAN 5000 | |||||||
| 10510 SPRINGBORO PIKE | MIAMISBURG | OH | 45342 | NONE | PC | CONTRIBUTION PROGRAMS | $7,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,345,381 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,234 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,552,857 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,566,091 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,566,091 | TotalIncomeProducingActyAmt |
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 | LAWRENCE S CONNOR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $6,414,829 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 54,585 SHARES HESKA CORPORATION COM NEW PREFERENTIAL RATE | NoncashPropertyDesc |
| Fair Market Value | $6,414,829 | FairMarketValueAmt |
| Received | 2023-04-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,300 | Amt |
| Net Investment Income | $7,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,150 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|
| POLYCOM | 2020-12-31 | $3,044 | M5 | $475 |
| NETDEMICS | 2021-09-16 | $13,227 | M5 | $3,016 |
| CDW | 2023-05-08 | $1,375 | M5 | $275 |
| CDW | 2023-08-31 | $1,772 | M5 | $354 |
| LAPTOP | 2019-02-28 | $1,043 | M5 | $120 |
| LAPTOP | 2019-02-28 | $1,043 | M5 | $120 |
| LAPTOP | 2020-11-17 | $1,496 | M5 | $172 |
| LAPTOP | 2021-04-15 | $1,043 | M5 | $188 |
| LAPTOP | 2022-09-30 | $2,512 | M5 | $955 |
| LAPTOP | 2022-11-30 | $1,493 | M5 | $567 |
| LAPTOP | 2023-02-16 | $1,490 | M5 | $298 |
| OFFICE LICENSE | 2016-08-31 | $362 | M5 | |
| DOT DASH | 2021-03-10 | $32,500 | M5 | $5,850 |
| DOT DASH | 2021-06-25 | $37,670 | M5 | $7,685 |
| DOT DASH | 2021-09-03 | $79,750 | M5 | $18,183 |
| BLUE CRANE | 2021-10-08 | $6,000 | M5 | $1,368 |
| BLUE CRANE | 2022-01-14 | $6,000 | M5 | $1,560 |
| DOT DASH | 2022-11-30 | $8,438 | M5 | $3,206 |
| BLUE CRANE | 2023-02-16 | $6,000 | M5 | $1,200 |
| CDW | 2020-08-12 | $5,516 | M5 | $635 |
| CDW | 2020-10-02 | $1,204 | M5 | $139 |
| CDW | 2021-05-17 | $9,840 | M5 | $1,771 |
| ALMA TECHNOLOGIES | 2021-06-10 | $5,120 | M5 | $1,044 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN MORGAN STANLEY | $0 | $0 |
| INVST IN MORGAN ST LORD ABBOTT | $50,038 | $50,038 |
| INVESTMENT IN WAVELENGTH FUNDS | $0 | $0 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| POLYCOM | $3,044 | $475 | $2,569 |
| NETDEMICS | $13,227 | $3,016 | $10,211 |
| CDW | $1,375 | $275 | $1,100 |
| CDW | $1,772 | $354 | $1,418 |
| LAPTOP | $1,043 | $120 | $923 |
| LAPTOP | $1,043 | $120 | $923 |
| LAPTOP | $1,496 | $172 | $1,324 |
| LAPTOP | $1,043 | $188 | $855 |
| LAPTOP | $2,512 | $955 | $1,557 |
| LAPTOP | $1,493 | $567 | $926 |
| LAPTOP | $1,490 | $298 | $1,192 |
| OFFICE LICENSE | $362 | $362 | |
| DOT DASH | $32,500 | $5,850 | $26,650 |
| DOT DASH | $37,670 | $7,685 | $29,985 |
| DOT DASH | $79,750 | $18,183 | $61,567 |
| BLUE CRANE | $6,000 | $1,368 | $4,632 |
| BLUE CRANE | $6,000 | $1,560 | $4,440 |
| DOT DASH | $8,438 | $3,206 | $5,232 |
| BLUE CRANE | $6,000 | $1,200 | $4,800 |
| CDW | $5,516 | $635 | $4,881 |
| CDW | $1,204 | $139 | $1,065 |
| CDW | $9,840 | $1,771 | $8,069 |
| ALMA TECHNOLOGIES | $5,120 | $1,044 | $4,076 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEBT FUND IX | AT COST | $481,191 | $481,191 |
| WHISKEY CAPITAL | AT COST | $536,927 | $536,927 |
| CONNOR OPP DEBT FUND XI | AT COST | $50,263 | $50,263 |
| ALTA PARK EQUITY | AT COST | $3,624,253 | $3,624,253 |
| DRIEHAUS LIFE | AT COST | $5,936,993 | $5,936,993 |
| HUFFMAN PRAIRIE FUND I | AT COST | $11,973,416 | $11,973,416 |
| ENDEAVOR REG BANK OPP FUND II | AT COST | $4,579,790 | $4,579,790 |
| GREY HELM PARTNERS, LP | AT COST | $4,424,002 | $4,424,002 |
| XE-1 LTD | AT COST | $2,458,165 | $2,458,165 |
| GREENHAVEN ROAD | AT COST | $2,369,708 | $2,369,708 |
| ALTA PARK OFFSHORE | AT COST | $1,096,598 | $1,096,598 |
| CASDIN PARTNERS | AT COST | $5,142,012 | $5,142,012 |
| APEX | AT COST | $11,192,463 | $11,192,463 |
| ALTA PARK EQUITY II | AT COST | $1,125,441 | $1,125,441 |
| GOLDMAN SACHS | AT COST | $5,026,134 | $5,026,134 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $539,903 | LegalFeesAmt |
| Net Investment Income | $269,952 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $269,951 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE COSTS | $39,945 | $19,972 | $19,973 |
| OFFICE SUPPLIES | $1,987 | $994 | $993 |
| BANK FEES | $1,179 | $589 | $590 |
| OTHER EXPENSES | $123,211 | $61,606 | $61,605 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PASS THROUGH INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$518,671 | NetInvestmentIncomeAmt |
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 | $38,037,091 | BOYBookValueAmt |
| EOY Book Value | $39,829,262 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $11,623 | $2,325 | $9,298 |
| INVESTMENT MANAGEMENT FEES | $480,812 | $480,812 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,286,314 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |