CONNORS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CONNORS FOUNDATION INC (EIN 52-2204597)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-02
- IRS object ID
- 202111839349100606
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-02T11:55:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521731239 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAPLAN COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 S WASHINGTON STREET STE 306 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522204597 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONNORS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 7032160172 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 BANYAN ROAD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CONNORS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7032160172 | PhoneNum |
| Signature | 2021-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | CONNORS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YALE J KAPLAN | PreparerPersonNm |
| PTIN | P00487649 | PTIN |
| Phone | 3017625900 | PhoneNum |
| Preparation | 2021-06-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,309,751 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $260 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $260 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $467,595 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $467,595 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,156,275 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,197 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $471,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $471,052 | 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 |
| Legal Fees Rev And Expnss | $748 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $748 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,865 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,235 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,272 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $202 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,070 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,067 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,053 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,185,354 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,185,354 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,217,474 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,067 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,194,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$746,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $462,985 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $131,143 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,433,924 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,433,924 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,732,034 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,693,062 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,875,743 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $84 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,863,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,127,070 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,309,751 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,863,177 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,127,070 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,863,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,127,070 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,863,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,127,070 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,863,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$746,422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,315 | OtherIncreasesAmt |
| Subtotal | $17,127,070 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,127,070 | 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 |
|---|---|---|---|---|---|---|---|
| 486955.563 SH FIDELITY PRIME RESERVES | P | 2019-09-03 | 2020-08-13 | $487,345 | $487,155 | $190 | $190 |
| 249900.04 SH FIDELITY PRIME RESERVES | P | 2018-08-20 | 2020-01-14 | $249,993 | $249,975 | $18 | $18 |
| 999400.36 SH FIDELITY PRIME RESERVES | P | 2018-08-20 | 2020-03-02 | $999,993 | $999,701 | $292 | $292 |
| 5414612.151 SH FIDELITY PRIME RESERVES | P | 2018-08-20 | 2020-08-13 | $5,418,944 | $5,416,247 | $2,697 | $2,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,197 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,435 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,435 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,435 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | 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 | $15,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,565 | OverpaymentAmt |
| Applied To ES Tax | $8,565 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL M CONNORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7032160172 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 BANYAN ROAD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL M CONNORS | |||||||||||||
| 102 BANYAN ROAD | PALM BEACH | FL | 33480 | PRESIDENT | 1.00 | $0 | $0 | $0 | |||||
| JULIA B CONNORS | |||||||||||||
| 102 BANYAN ROAD | PALM BEACH | FL | 33480 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 | |||||
| KATHLEEN C MUELLER | |||||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | 80 BRENTWOOD DRIVE | OAKVILLE | ONTARIO | CA | L6J4B6 | ||||
| PATRICK E CONNORS | |||||||||||||
| 160 BELDEN HILL | WILTON | CT | 06897 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| GREGORY CONNORS | |||||||||||||
| 3313 O ST NW | WASHINGTON | DC | 20007 | DIRECTOR | 1.00 | $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 | $15,992,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,874,862 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,866,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,866,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $268,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,598,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $879,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $879,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,435 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,435 | TotalTaxAmt |
| Distributable Before Adj | $873,509 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $873,509 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $873,509 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,194,407 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,194,407 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,194,407 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $873,509 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $763,101 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $576,987 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,340,088 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,194,407 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $873,509 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $320,898 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,660,986 | 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 | $1,660,986 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $763,101 | ExcessFromYear3Amt |
| Excess From Year2 | $576,987 | ExcessFromYear2Amt |
| Excess From Current Year | $320,898 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL M CONNORS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUTISM SPEAKS | |||||||
| 1990 K ST NW 2ND FL | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $25,000 |
| BASCOM PALMER EYE INSTITUTE | |||||||
| 7101 FAIRWAY DR | PALM BEACH GARDENS | FL | 33418 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BELLE HAVEN C19 FUND | |||||||
| 6023 FORT HUNT ROAD | ALEXANDRIA | VA | 22307 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BOYS & GIRLS CLUB OF PALM BEACH | |||||||
| 800 NORTHPOINT PARKWAY STE 204 | WEST PALM BEACH | FL | 33407 | NONE | PC | GENERAL SUPPORT | $510,250 |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 425 24TH ST | WEST PALM BEACH | FL | 33407 | NONE | PC | GENERAL SUPPORT | $120,000 |
| CITIZENS ASSOCIATION OF GEORGETOWN | |||||||
| 1058 30TH ST NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL COALITION FOR THE HOMELESS | |||||||
| 2201 P ST NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $25,000 |
| COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES | |||||||
| 700 S DIXIE HIGHWAY STE 200 | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DEERFIELD ACADEMY | |||||||
| 7 BOYDEN LN | DEERFIELD | MA | 01342 | NONE | PC | GENERAL SUPPORT | $25,000 |
| DOG TAG INC | |||||||
| 3206 GRACE ST NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL SUPPORT | $15,000 |
| FINE ARTS WORK CENTER IN PROVINCETOWN | |||||||
| 24 PEARL ST | PROVINCETOWN | MA | 02657 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LOOMIS CHAFFEE SCHOOL | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | NONE | PC | GENERAL SUPPORT | $25,000 |
| MARY'S CENTER | |||||||
| 2333 ONTARIO RD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $50,000 |
| OPPORTUNITY EARLY CHILDHOOD EDUCATION | |||||||
| 4171 WESTGATE AVE | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL SUPPORT | $105,000 |
| PACE CENTER FOR GIRLS | |||||||
| 6745 PHILIPS INDUSTRIAL BLVD | JACKSONVILLE | FL | 32256 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PALM BEACH CIVIC ASSOCIATION | |||||||
| 139 N COUNTY RD STE 33 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL SUPPORT | $10,000 |
| PALM BEACH ISLAND HOSPICE FOUNDATION | |||||||
| 44 COCOANUT ROW STE M207B | PALM BEACH | FL | 33480 | NONE | PC | GENERAL SUPPORT | $50,000 |
| PALM BEACH POLICE & FIRE FOUNDAITON | |||||||
| 139 N COUNTY RD STE 26 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PALM BEACH ZOO | |||||||
| 1301 SUMMIT BLVD | WEST PALM BEACH | FL | 33405 | NONE | PC | GENERAL SUPPORT | $35,000 |
| PEGGY ADAMS ANIMAL RESCUE LEAGE | |||||||
| 3100 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RED SNEAKERS FOR OAKLEY INC | |||||||
| 235 POTTER RD | WEST PALM BEACH | FL | 33405 | NONE | PC | GENERAL SUPPORT | $5,000 |
| REHABILITATION CENTER FOR CHILDREN | |||||||
| 300 ROYAL PALM WAY | PALM BEACH | FL | 33480 | NONE | PC | GENERAL SUPPORT | $25,000 |
| ST COLETTA OF GREATER WASHINGTON | |||||||
| 1901 INDEPENDENCE AVE SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL SUPPORT | $25,000 |
| THE ARC OF NORTHERN VIRGINIA | |||||||
| 2755 HARTLAND RD STE 200 | FALLS CHURCH | VA | 22043 | NONE | PC | GENERAL SUPPORT | $15,000 |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW STE M201 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL SUPPORT | $87,000 |
| WHITMAN-WALKER HEALTH | |||||||
| 1377 R ST NW STE 200 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY ST STE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,185,354 | 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 | $260 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $467,595 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,197 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $471,052 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $471,052 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KAPLAN COMPANY, PC (REVIEW INVEST. ACTIVITIES & TAX RETURN PREP) | CategoryTxt |
| Amt | $12,100 | Amt |
| Net Investment Income | $7,865 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,235 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $12,693,062 | EOYBookValueAmt |
| EOYFMV | $13,875,743 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TAX REFUND RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $84 | BookValueAmt |
| EOYFMV | $84 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB & LOEB (LEGAL FEES) | CategoryTxt |
| Legal Fees | $748 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $748 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $2,044 | $0 | $2,044 |
| POSTAGE AND DELIVERY | $490 | $0 | $490 |
| OFFICE SUPPLIES | $687 | $0 | $687 |
| INVESTMENT EXPENSES (ADR FEES) | $202 | $202 | $0 |
| OTHER EXPENSES | $849 | $0 | $849 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND BOOK/TAX TIMING DIFFERENCE | Desc |
| Amt | $10,315 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |