TY 2017 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2019

Open to Public Inspection

For calendar year 2019, or tax year beginning 12-01-2017 , and ending 11-30-2018

Name of foundation
THE CONNOR GROUP FOUNDATION AKA THE
CONNOR GROUP KIDS AND COMMUNITY PARTNERS

Number and street (or P.O. box number if mail is not delivered to street address)10510 SPRINGBORO PIKE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MIAMISBURG, OH45342

A Employer identification number

20-8499807

B Telephone number (see instructions)

(937) 434-3095

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$26,949,535J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	16,710,467
2	Check .............
3	Interest on savings and temporary cash investments	7,739		7,739
4	Dividends and interest from securities...	667,250		667,250
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		5,290,708
b	Gross sales price for all assets on line 6a 38,801,590
7	Capital gain net income (from Part IV, line 2)...			5,290,708
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		-2,050,587	-349,540
12	Total. Add lines 1 through 11........	20,625,577		5,616,157
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		17,001	0	17,001
b	Accounting fees (attach schedule).......		6,750	3,375	3,375
c	Other professional fees (attach schedule)....		11,368	0	11,368
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		6,555	0	200
19	Depreciation (attach schedule) and depletion...		769	0
20	Occupancy..............	1,350		0	1,350
21	Travel, conferences, and meetings.......	29,717		0	29,717
22	Printing and publications..........	9,502		0	9,502
23	Other expenses (attach schedule).......		299,904	0	299,904
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	382,916		3,375	372,417
25	Contributions, gifts, grants paid.......	2,064,355			2,064,355
26	Total expenses and disbursements. Add lines 24 and 25	2,447,271		3,375	2,436,772
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	18,178,306
b	Net investment income (if negative, enter -0-)			5,612,782
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2019)

Form 990-PF (2019)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	620,703	1,491,872	1,491,872
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	3,000
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	6,550,000	8,471,103	8,471,103
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,424,518	16,572,561	16,572,561
	14	Land, buildings, and equipment: basis 4,005
		Less: accumulated depreciation (attach schedule) 2,852	1,922	1,153	1,153
	15	Other assets (describe )	455,323	412,846	412,846
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	9,055,466	26,949,535	26,949,535
	17	Accounts payable and accrued expenses..........	100,246	41,766
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )	2,988,741	5,088,604
	23	Total liabilities (add lines 17 through 22).........	3,088,987	5,130,370
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	-176,080	-2,501,700
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	6,142,559	24,320,865
	29	Total net assets or fund balances (see instructions).....	5,966,479	21,819,165
	30	Total liabilities and net assets/fund balances (see instructions).	9,055,466	26,949,535

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

5,966,479

Enter amount from Part I, line 27a .....................

18,178,306

Other increases not included in line 2 (itemize) bullet

3,228

Add lines 1, 2, and 3 ..........................

24,148,013

Decreases not included in line 2 (itemize) bullet

2,328,848

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

21,819,165

Form 990-PF (2019)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	4245 SHARES OF ALLERGAN	D	2018-10-01	2018-05-08
b	404 SHARES OF ALPHABET	D	2018-01-29	2018-01-29
c	405 SHARES OF ALPHABET	D	2018-06-20	2018-06-20
d	445 SHARES OF ALPHABET	D	2018-06-20	2018-06-20
e	286 SHARES OF ALPHABET	D	2018-07-25	2018-07-25
	364 SHARES OF AMAZON	D	2018-04-07	2018-04-27
	6890 SHARES OF APPLE	D	2018-04-13	2018-04-13
	1456 SHARES OF AUTOZONE	D	2018-01-16	2018-01-16
	1039 SHARES OF AUTOZONE	D	2018-08-24	2018-08-24
	785 SHARES OF AUTOZONE	D	2018-08-24	2018-08-24
	805 SHARES OF AUTOZONE	D	2018-08-24	2018-08-24
	1015 SHARES OF EOG	D	2018-01-03	2018-05-02
	4500 SHARES OF EOG	D	2018-01-03	2018-05-04
	24024 SHARES OF TRIPADVISOR	D	2018-01-23	2018-01-23
	12400 SHARES OF TRIPADVISOR	D	2018-02-15	2018-02-15
	9448 SHARES OF TRIPADVISOR	D	2018-02-15	2018-02-15
	2176 SHARES OF TRIPADVISOR	D	2018-02-15	2018-02-15
	13045 SHARES OF TRIPADVISOR	D	2018-05-09	2018-05-09
	724 SHARES OF AMAZON	D	2018-01-23	2018-01-23
	176 SHARES OF AMAZON	D	2018-01-23	2018-01-25
	341 SHARES OF AMAZON	D	2018-01-23	2018-01-25
	207 SHARES OF AMAZON	D	2018-04-07	2018-04-27
	339 SHARES OF AMAZON	D	2018-07-18	2018-07-18
	13100 SHARES OF PGIM	D	2018-01-25	2018-01-25
	91860 SHARES OF PGIM	D	2018-01-25	2018-01-25
	73384 SHARES OF PGIM	D	2018-11-21	2018-11-21
	8299 SHARES OF PGIM	D	2018-11-21	2018-11-21
	293426 SHARES OF LORD ABBETT	P	2017-11-30	2018-11-20
	649651 SHARES OF LORD ABBETT	P	2017-03-01	2018-03-13
	349649 SHARES OF LORD ABBETT	P	2017-09-01	2018-11-20
	233643 SHARES OF LORD ABBETT	P	2017-10-16	2018-11-20
	51440.329 SHARES OF PIMCO	P	2018-02-06	2018-03-23
	16433.854 SHARES OF PIMCO	P	2018-02-06	2018-04-11
	165152.766 SHARES OF PIMCO	P	2018-02-06	2018-04-20
	247933.884 SHARES OF PIMCO	P	2018-02-06	2018-04-30
	133444.537 SHARES OF PIMCO	P	2018-02-06	2018-06-26
	149875.104 SHARES OF PIMCO	P	2018-02-06	2018-08-03
	21035.718 SHARES OF PIMCO	P	2018-02-06	2018-11-21
	42685.607 SHARES OF PIMCO	P	2018-03-14	2018-11-21
	GREENHAVEN ROAD CAPITAL PARTNERS FUND LP	P	2018-01-01	2018-06-30
	GREENHAVEN ROAD CAPITAL PARTNERS FUND LP	P	2017-01-01	2018-06-30
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	827,758	625,082	202,676
b	479,121	374,190	104,931
c	484,270	375,116	109,154
d	532,099	456,591	75,508
e	361,052	293,449	67,603
	594,678	500,442	94,236
	1,205,716	1,000,951	204,765
	1,131,156	734,379	396,777
	800,708	697,731	102,977
	604,963	500,098	104,865
	620,376	499,351	121,025
	112,650	93,262	19,388
	499,434	400,585	98,849
	899,192	784,459	114,733
	520,536	500,291	20,245
	396,615	349,577	47,038
	91,346	71,053	20,293
	615,490	500,021	115,469
	976,437	563,338	413,099
	241,938	136,943	104,995
	468,755	248,824	219,931
	338,182	151,045	187,137
	626,576	99,746	526,830
	641,914	453,272	188,642
	4,501,126	3,335,429	1,165,697
	3,416,747	2,664,570	752,177
	386,399	300,672	85,727
	1,214,781	1,250,000	-35,219
	2,735,023	2,800,000	-64,977
	1,447,544	1,500,000	-52,456
	967,282	1,000,000	-32,718
	625,000	625,000	0
	200,000	200,000	0
	2,000,000	2,029,728	-29,728
	3,000,000	3,047,107	-47,107
	1,600,000	1,640,033	-40,033
	1,800,000	1,841,965	-41,965
	247,590	258,529	-10,939
	502,410	525,887	-23,477
		82,166	-82,166
	33,498		33,498
	53,228		53,228

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			202,676
b			104,931
c			109,154
d			75,508
e			67,603
			94,236
			204,765
			396,777
			102,977
			104,865
			121,025
			19,388
			98,849
			114,733
			20,245
			47,038
			20,293
			115,469
			413,099
			104,995
			219,931
			187,137
			526,830
			188,642
			1,165,697
			752,177
			85,727
			-35,219
			-64,977
			-52,456
			-32,718
			0
			0
			-29,728
			-47,107
			-40,033
			-41,965
			-10,939
			-23,477
			-82,166
			33,498
			53,228

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	5,290,708
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see instructions before making any entries.

(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2018	2,128,139	5,538,498	0.384245
2017	1,777,853	1,582,120	1.123716
2016	902,552	1,246,846	0.723868
2015	284,593	567,657	0.501347
2014	168,681	51,587	3.269835

Total of line 1, column (d) .....................

6.003011

Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......

1.200602

Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......

15,134,974

Multiply line 4 by line 3......................

18,171,080

Enter 1% of net investment income (1% of Part I, line 27b)...........

56,128

Add lines 5 and 6........................

18,227,208

Enter qualifying distributions from Part XII, line 4,.............

2,436,772

If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2019)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	112,256
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	112,256
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	112,256
6	Credits/Payments:

a	2019 estimated tax payments and 2018 overpayment credited to 2019	6a	3,160
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	1,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	4,160
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	53
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	108,149
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2020 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions

for definition).................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. Click to see attachment

...............................

Yes

Form 990-PF (2019)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

BOB HOLZAPFEL Telephone no. bullet

(937) 434-3095

Located at bullet

10510 SPRINGBORO PIKEMIAMISBURGOH ZIP+4 bullet

45342

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2019?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2019, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2019?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2019.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?

Form 990-PF (2019)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
BOB HOLZAPFEL	TREASURER 0.00	0	0	0
10510 SPRINGBORO PIKE MIAMISBURG,OH45342	TREASURER 0.00	0	0	0
LARRY CONNOR	PRESIDENT 0.00	0	0	0
10510 SPRINGBORO PIKE MIAMISBURG,OH45342	PRESIDENT 0.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2019)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2019)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

12,731,424

Average of monthly cash balances.......................

2,634,032

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

15,365,456

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

15,365,456

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

230,482

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

15,134,974

Minimum investment return. Enter 5% of line 5..................

756,749

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

756,749

Tax on investment income for 2019 from Part VI, line 5......

112,256

Income tax for 2019. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

112,256

Distributable amount before adjustments. Subtract line 2c from line 1............

644,493

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

644,493

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

644,493

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

2,436,772

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

2,436,772

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

2,436,772

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2019)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2018	(c) 2018	(d) 2019
1 Distributable amount for 2019 from Part XI, line 7					644,493
2 Undistributed income, if any, as of the end of 2019:
a Enter amount for 2018 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2019:
a From 2014......	166,325
b From 2015......	256,210
c From 2016......	844,735
d From 2017......	1,701,375
e From 2018......	1,854,374
fTotal of lines 3a through e........		4,823,019
4Qualifying distributions for 2019 from Part
XII, line 4: $ 2,436,772
a Applied to 2018, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2019 distributable amount.....					644,493
e Remaining amount distributed out of corpus		1,792,279
5 Excess distributions carryover applied to 2019.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		6,615,298
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2018. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2019. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2020 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2014 not applied on line 5 or line 7 (see instructions) ...		166,325
9Excess distributions carryover to 2020. Subtract lines 7 and 8 from line 6a ......		6,448,973
10 Analysis of line 9:
a Excess from 2015....	256,210
b Excess from 2016....	844,735
c Excess from 2017....	1,701,375
d Excess from 2018....	1,854,374
e Excess from 2019....	1,792,279

Form 990-PF (2019)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2019	(b) 2018	(c) 2017	(d) 2016	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2019)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BIG BROTHERS BIG SISTERS OF THE MIAMI VALLEY 22 S JEFFERSON STREET DAYTON,OH45402	NONE	501(C)(3)	GENERAL FUNDGENERAL FUND	5,000
BOY SCOUT TROOP 344 PO BOX 152079 IRVING,TX75015	NONE	501(C)(3)	GENERAL FUND	205
CARROLL HIGH SCHOOL 4524 LINDEN AVENUE DAYTON,OH45432	NONE	501(C)(3)	GENERAL FUND	1,638
DACC EPI FOUNDATION 22 E FIFTH STREET SUITE 200 DAYTON,OH45402	NONE	501(C)(3)	GENERAL FUND	1,000
DAYBREAK INC 605 S PATTERSON BLVD DAYTON,OH45402	NONE	501(C)(3)	GENERAL FUND	70,000
DAYTON CHILDREN'S HOSPITAL 1 CHRILDRENS PLAZA DAYTON,OH45404	NONE	501(C)(3)	GENERAL FUND	200,000
DAYTON CHRISTIAN SCHOOLS 9391 WASHINGTON CHURCH ROAD MIAMSBURG,OH45342	NONE	501(C)(3)	GENERAL FUND	50,000
DAYTON EARLY COLLEGE ACADEMY INC 300 COLLEGE PARK DAYTON,OH45469	NONE	501(C)(3)	GENERAL FUND	230,138
DOWN SYNDROME ASSOCIATION OF GREATER CINCINNATI 4623 WESLEY AVE CINCINNATI,OH45212	NONE	501(C)(3)	GENERAL FUND	1,544
HUMANE SOCIETY OF GREATER DAYTON 1661 NICHOLAS ROAD DAYTON,OH45417	NONE	501(C)(3)	GENERAL FUND	500
KOSAIR CHARITIES COMMITTEE INC 982 EASTERN PARKWAY LOUISVILLE,KY40233	NONE	501(C)(3)	GENERAL FUND	500
LITTLE MIAMI RIVER KLEENERS PO BOX 23 BELLBROCK,OH45305	NONE	501(C)(3)	GENERAL FUND	1,500
MAYO CLINIC 4500 SAN PABLO ROAD JACKSONVILLE,FL32224	NONE	501(C)(3)	GENERAL FUND	1,000,000
MCLEAN HOSPITAL 115 MILL STREET BELMONT,MA02478	NONE	501(C)(3)	GENERAL FUND	125,000
MIAMI VALLEY SQUASH FOUNDATION 10100 INNOVATION DRIVE SUITE 410 DAYTON,OH45342	NONE	501(C)(3)	GENERAL FUND	10,000
MIAMISBURG SPORTSMEN'S CLUB 6300 S UNION RD MIAMSBURG,OH45342	NONE	501(C)(3)	GENERAL FUND	550
MOMS 4 MIRACLES 50 BENTBROOK COURT SPRINGBORO,OH45066	NONE	501(C)(3)	GENERAL FUND	1,250
ROBIN HOOD FOUNDATION 826 BROADWAY 9TH FLOOR NEW YORK,NY10003	NONE	501(C)(3)	GENERAL FUND	50,000
THE DAYTON FOUNDATION 40 N MAIN ST SUITE 500 DAYTON,OH45423	NONE	501(C)(3)	GENERAL FUND	2,500
THE UNIT FOUNDATION PO BOX 1281 VASS,NC28394	NONE	501(C)(3)	GENERAL FUND	60,000
THE VICTORY PROJECT 409 TROY PROJECT DAYTON,OH45404	NONE	501(C)(3)	GENERAL FUND	75,000
UNITED REHABILITATION SERVICES 4710 OLD TROY PIKE DAYTON,OH45424	NONE	501(C)(3)	GENERAL FUND	5,000
UNITED STATES PARACHUTE TEAM 5401 SOUTHPOINT CENTER BLVD FREDERICKSBURG,VA22407	NONE	501(C)(3)	GENERAL FUND	10,000
UNIVERSITY OF DAYTON 300 COLLEGE PARK DAYTON,OH45469	NONE	501(C)(3)	GENERAL FUND	36,530
UPSPRING PO BOX 23300 CINCINNATI,OH45223	NONE	501(C)(3)	GENERAL FUND	40,000
WESTCARE DBA EAST END COMMUNITY SERVICES 624 XENIA AVENUE DAYTON,OH45410	NONE	501(C)(3)	GENERAL FUND	85,000
WILLIAM S OLSON MEMORIAL FOUNDATION 1212 HIDDENWOOD LANE CINCINNATI,OH45208	NONE	501(C)(3)	GENERAL FUND	1,500
Total ................................. 3a				2,064,355

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2019)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	7,739
4 Dividends and interest from securities....			14	667,250
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	5,290,708
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aLOSS FROM GREENHAVEN ROAD CAPITAL PARTNERS FUND LP	531110	0	16	-15,782
bLOSS FROM MOUNT EVEREST GROUP LLC	531110	0	16	-329,949
cLOSS FROM THE CONNOR PREFERRED DEBT FUND LLC	531110	0	16	-3,809
dLOSS FROM MOUNT EVEREST GROUP LLC - UBTI	531110	-1,701,047		0
e
12 Subtotal. Add columns (b), (d), and (e)..		-1,701,047		5,616,157	0

13Total. Add line 12, columns (b), (d), and (e)..................

3,915,110

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2019)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.) Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2019)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

THE CONNOR GROUP FOUNDATION AKA THE
CONNOR GROUP KIDS AND COMMUNITY PARTNERS

Employer identification number

20-8499807

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization THE CONNOR GROUP FOUNDATION AKA THE CONNOR GROUP KIDS AND COMMUNITY PARTNERS			Employer identification number 20-8499807

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
1	LAWRENCE S CONNOR 10510 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 493,847		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
2	LAWRENCE S CONNOR 10510 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 734,379		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
3	LAWRENCE S CONNOR 10510 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 1,697,180		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
4	LAWRENCE S CONNOR 10510 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 784,459		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
5	LAWRENCE S CONNOR 10511 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 920,921		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
6	LAWRENCE S CONNOR 10512 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 500,021		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Name of organization THE CONNOR GROUP FOUNDATION AKA THE CONNOR GROUP KIDS AND COMMUNITY PARTNERS			Employer identification number 20-8499807
Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
7	LAWRENCE S CONNOR 10513 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 3,788,701		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
8	LAWRENCE S CONNOR 10514 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 949,105		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
9	LAWRENCE S CONNOR 10515 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 651,487		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
10	LAWRENCE CONNOR GRANTOR TRUST #3 FBO LAUREN CONNOR 10510 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 99,746		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
11	LAWRENCE S CONNOR 10510 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 374,190		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
12	LAWRENCE S CONNOR 10510 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 831,707		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Name of organization THE CONNOR GROUP FOUNDATION AKA THE CONNOR GROUP KIDS AND COMMUNITY PARTNERS			Employer identification number 20-8499807
Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
13	LAWRENCE S CONNOR 10510 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 293,449		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
14	LAWRENCE S CONNOR 10510 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 1,000,951		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
15	LAWRENCE S CONNOR 10510 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 625,082		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
16	LAWRENCE S CONNOR 10510 SPRINGBORO PIKE MIAMISBURG, OH45342	$ 2,965,242		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization THE CONNOR GROUP FOUNDATION AKA THE CONNOR GROUP KIDS AND COMMUNITY PARTNERS		Employer identification number 20-8499807

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	5515 SHARES OF EOG RESOURCES FUND CLASS A STOCK	$ 611,779	2018-01-03
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
2	1456 SHARES OF AUTOZONE FUND CLASS A STOCK	$ 1,147,415	2018-01-17
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
3	2629 SHARES OF AUTOZONE FUND CLASS A STOCK	$ 2,018,914	2018-08-27
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
4	24024 SHARES OF TRIPADVISOR FUND CLASS A STOCK	$ 872,071	2018-01-23
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
5	1,197 SHARES OF CHEVRON CORP FUND CLASS A STOCK	$ 1,040,720	2018-02-16
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
6	13045 SHARES OF TRIPADVISOR FUND CLASS A STOCK	$ 621,203	2018-05-09
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Name of organization THE CONNOR GROUP FOUNDATION AKA THE CONNOR GROUP KIDS AND COMMUNITY PARTNERS		Employer identification number 20-8499807
Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
7	104960 SHARES OF PRUDENTIAL FUND CLASS A STOCK	$ 5,143,040	2018-01-25
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
8	1241 SHARES OF AMAZON INC FUND CLASS A STOCK	$ 1,739,944	2018-01-26
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
9	571 SHARES OF AMAZON INC FUND CLASS A STOCK	$ 897,966	2018-04-07
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
10	339 SHARES OF AMAZON INC FUND CLASS A STOCK	$ 624,750	2018-07-18
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
11	404 SHARES OF ALPHABET INC FUND CLASS A STOCK	$ 479,338	2018-01-29
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
12	850 SHARES OF ALPHABET INC FUND CLASS A STOCK	$ 1,006,460	2018-06-20
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Name of organization THE CONNOR GROUP FOUNDATION AKA THE CONNOR GROUP KIDS AND COMMUNITY PARTNERS		Employer identification number 20-8499807
Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
13	286 SHARES OF ALPHABET INC FUND CLASS A STOCK	$ 367,653	2018-07-26
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
14	6890 SHARES OF APPLE FUND CLASS A STOCK	$ 1,211,400	2018-04-16
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
15	4245 SHARES OF ALLERGAN FUND CLASS A STOCK	$ 816,441	2018-10-01
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
16	13,385 SHARES OF APPLE FUND CLASS A STOCK	$ 3,803,153	2018-11-21
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization THE CONNOR GROUP FOUNDATION AKA THE CONNOR GROUP KIDS AND COMMUNITY PARTNERS			Employer identification number 20-8499807
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2017 AccountingFeesSchedule

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	6,750	3,375		3,375

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2017 DepreciationSchedule

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included
COMPUTERS	2016-06-30	4,005	2,083	200DB	5.000000000000	769	0

- TIN:

TY 2017 InvestmentsCorpStockSchedule

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Name of Stock	End of Year Book Value	End of Year Fair Market Value
INVESTMENT IN MORGAN STANLEY PIMCO	2,204,038	2,204,038
INVESTMENT IN MORGAN STANLEY LORD ABBOTT	488,202	488,202
INVESTMENT IN WAVELENGTH FUNDS	1,959,995	1,959,995
INVST MORGAN STAN DAVIS FUNDS	3,818,868	3,818,868

- TIN:

TY 2017 InvestmentsOtherSchedule2

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
INVESTMENT IN GREENHAVEN ROAD	AT COST	1,792,865	1,792,865
INVESTMENT IN ALTA PARK	AT COST	4,999,370	4,999,370
INVESTMENT IN CASDIN PARTNERS	AT COST	4,257,372	4,257,372
INVESTMENT IN DEBT FUND IX	AT COST	1,528,922	1,528,922
INVESTMENT IN CONNOR PREFRD DEBT	AT COST	1,063,601	1,063,601
INVESTMENT IN VR GLOBAL FUND	AT COST	2,930,431	2,930,431

- TIN:

TY 2017 LandEtcSchedule2

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
COMPUTERS	4,005	2,852	1,153

- TIN:

TY 2017 LegalFeesSchedule

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	17,001	0		17,001

- TIN:

TY 2017 OtherAssetsSchedule

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
OTHER ASSET - BUILDING	455,323	412,846	412,846

- TIN:

TY 2017 OtherDecreasesSchedule

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Description	Amount
UNREALIZED GAIN/LOSS	2,328,848

- TIN:

TY 2017 OtherExpensesSchedule

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
BANK FEES	123	123
OFFICE SUPPLIES	2,663	2,663
MISCELLANEOUS	18,806	18,806
ADMINISTRATIVE COSTS	236,056	236,056
C/S FEE	41,438	41,438
INSURANCE	818	818

- TIN:

TY 2017 OtherIncomeSchedule2

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
LOSS FROM GREENHAVEN ROAD CAPITAL PARTNERS FUND LP	-15,782	-15,782	-15,782
LOSS FROM MOUNT EVEREST GROUP LLC	-329,949	-329,949	-329,949
LOSS FROM THE CONNOR PREFERRED DEBT FUND LLC	-3,809	-3,809	-3,809
LOSS FROM MOUNT EVEREST GROUP LLC - UBTI	-1,701,047		-1,701,047

- TIN:

TY 2017 OtherIncreasesSchedule

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Description	Amount
STOCK BASIS ADJUSTMENTS	3,228

- TIN:

TY 2017 OtherLiabilitiesSchedule

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Description	Beginning of Year - Book Value	End of Year - Book Value
INVESTMENT IN MT. EVEREST GROUP, LLC	2,988,741	5,088,604

- TIN:

TY 2017 OtherProfessionalFeesSchedule

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CONSULTING FEES	11,368	0		11,368

- TIN:

TY 2017 SubstantialContributorsSch

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Name	Address
LAWRENCE S CONNOR	10510 SPRINGBORO PIKE MIAMISBURG,OH45342

- TIN:

TY 2017 TaxesSchedule

Name:

THE CONNOR GROUP FOUNDATION AKA THE

CONNOR GROUP KIDS AND COMMUNITY PARTNERS

EIN:

20-8499807

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL TAXES	6,355	0		0
OHIO FILING FEES	200	0		200