Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 12-01-2021 , and ending 11-30-2022
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 bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$78,121,024J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 17,722,394
2 Check bullet.............
3 Interest on savings and temporary cash investments 35,744 35,744  
4 Dividends and interest from securities... 510,429 510,429  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,462,514
b Gross sales price for all assets on line 6a 28,072,819
7 Capital gain net income (from Part IV, line 2)... 10,462,514
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)....... Click to see attachment 10,571,005 -2,084,922  
12 Total. Add lines 1 through 11........ 39,302,086 8,923,765  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 218,839 109,420   109,419
14 Other employee salaries and wages...... 391,758 195,879   195,879
15 Pension plans, employee benefits....... 103,311 51,655   51,654
16a Legal fees (attach schedule)......... Click to see attachment 128,236 0   128,236
b Accounting fees (attach schedule)....... Click to see attachment 9,525 4,763   4,762
c Other professional fees (attach schedule).... Click to see attachment 491,863 98,372   393,491
17 Interest............... 101,535 101,535   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,168,574 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 74,718 74,718  
20 Occupancy.............. 1,081 541   540
21 Travel, conferences, and meetings....... 14,297 7,148   7,149
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 108,133 54,067   54,066
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,811,870 698,098   945,196
25 Contributions, gifts, grants paid....... 29,434,925 29,434,925
26 Total expenses and disbursements. Add lines 24 and 25 35,246,795 698,098   30,380,121
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,055,291
b Net investment income (if negative, enter -0-) 8,225,667
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 22,207,143 4,582,919 4,582,919
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet124,911
Less: allowance for doubtful accounts bullet   565,296 124,911 124,911
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,985,753 Click to see attachment10,392,244 10,392,244
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 60,017,751 Click to see attachment62,887,484 62,887,484
14 Land, buildings, and equipment: basis bullet231,049
Less: accumulated depreciation (attach schedule) bullet97,583 183,742 Click to see attachment133,466 133,466
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 91,959,685 78,121,024 78,121,024
Liabilities 17 Accounts payable and accrued expenses.......... 207,397 472,597
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 bullet) Click to see attachment7,169,705 Click to see attachment38,037,091
23 Total liabilities (add lines 17 through 22)......... 7,377,102 38,509,688
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 15,075,026 15,075,026
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 69,507,557 24,536,310
29 Total net assets or fund balances (see instructions)..... 84,582,583 39,611,336
30 Total liabilities and net assets/fund balances (see instructions). 91,959,685 78,121,024
Part III
Analysis of Changes in Net Assets or Fund Balances
1
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) ...............
1
84,582,583
2
Enter amount from Part I, line 27a .....................
2
4,055,291
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
88,637,874
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
49,026,538
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
39,611,336
Form 990-PF (2021)
Form 990-PF (2021)
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 Various Stocks      
b Investment in Casdin Partners P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 25,096,014   14,085,378 11,010,636
b 2,976,805   3,524,927 -548,122
c
d
e
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       11,010,636
b       -548,122
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 10,462,514
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 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 114,337
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- ..... 5 114,337
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 100,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 5,038
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 19,375
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
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
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
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?................
    6
    Yes
     
    7
    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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    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 .
    8b
     
    No
    9
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    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 .............
    11
     
    No
    12
    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.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRyan Ernst Telephone no.bullet (937) 434-3095

    Located atbullet10510 SPRINGBORO PIKEMIAMISBURGOH ZIP+4bullet45342
    15
    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
    15
     
    16 At any time during calendar year 2021, 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 VI-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
    No
    1a
    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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    b
    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 ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    No
    2
    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)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    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.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    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 ........
    5b
     
    No
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    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? .........................
    8
     
    No
    Part VII
    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
    Ryan Ernst Executive Director
    40.00     		182,022 16,446 16,000
    10510 Springboro Pike
    Miamisburg,OH45342
    Lawrence Connor President
    1.00     		0 0 0
    10510 Springboro Pike
    Miamisburg,OH45342
    Michael J McQuiston Trustee
    20.00     		19,371 1,000 0
    10510 Springboro Pike
    Miamisburg,OH45342
    Robert Holzapfel Treasurer
    5.00     		0 0 0
    10510 Springboro Pike
    Miamisburg,OH45342
    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...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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.............bullet0
    Part VIII-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 VIII-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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    35,571,653
    b
    Average of monthly cash balances.......................
    1b
    7,177,049
    c
    Fair market value of all other assets (see instructions)................
    1c
    32,508,897
    d
    Total (add lines 1a, b, and c).........................
    1d
    75,257,599
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    75,257,599
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,128,864
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    74,128,735
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,706,437
    Part X
    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.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    3,706,437
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    114,337
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    2,832,332
    c
    Add lines 2a and 2b............................
    2c
    2,946,669
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    759,768
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    759,768
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    759,768
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 759,768
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,854,374
    b From 2017...... 1,792,279
    c From 2018...... 2,195,405
    d From 2019...... 5,069,538
    e From 2020...... 7,128,829
    f Total of lines 3a through e ........ 18,040,425
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 30,380,121
    a Applied to 2020, 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 2021 distributable amount..... 759,768
    e Remaining amount distributed out of corpus 29,620,353
    5 Excess distributions carryover applied to 2021. 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 47,660,778
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		1,854,374
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		45,806,404
    10 Analysis of line 9:
    a Excess from 2017.... 1,792,279
    b Excess from 2018.... 2,195,405
    c Excess from 2019.... 5,069,538
    d Excess from 2020.... 7,128,829
    e Excess from 2021.... 29,620,353
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    Lawrence Connor
    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
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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)
    aPaid during the year
    Activities Beyond the Classroom
    635 W 7th Street Suite 301
    Cincinnati,OH45203     		  501c3 Contribution Programs 10,000
    Alliance for Decision Education
    1 Belmont Avenue
    Bala Cynwyd,PA19004     		  501c3 Accelerator Programs 315,000
    Birdies for Babies
    401 Pottowatamie Ct
    Oswego,IL60543     		  501c3 Contribution Programs 5,000
    Bottom Line
    50 Milk Street Floor 16
    Boston,MA02109     		  501c3 National Programs 593,820
    Brother Bill's Helping Hand Property Community Investment Fund
    3906 N Westmoreland
    Dallas,TX75212     		  501c3 Contribution Programs 30,000
    Carroll High School
    4524 Linden Avenue
    Dayton,OH45432     		  Government Contribution Programs 6,045
    Cincinnati Golden Gloves
    2334 Boudinot Avenue
    Cincinnati,OH45238     		  501c3 Contribution Programs 5,000
    Cognitive Differences
    10510 N Springboro Pike
    Miamisburg,OH45342     		  Foundation In-house Programs 6,520
    College Promise
    1401 S Main Street Suite 100
    Dayton,OH45409     		  501c3 Contribution Programs 100,000
    Connor Kids Academy
    10510 N Springboro Pike
    Miamisburg,OH45342     		  501c3 In-house Programs 146,027
    Daybreak
    605 S Patterson Blvd
    Dayton,OH45402     		  501c3 Contribution Programs 50,440
    Dayton Children's Hospital
    1 Childrens Plaza
    Dayton,OH45404     		  501c3 Strategic Alliances 1,050,000
    Dayton Early College Academy
    300 College Park
    Dayton,OH45469     		  501c3 Individual Partner Program 94,992
    Dayton Public Schools
    136 South Ludlow Street
    Dayton,OH45402     		  Government Contribution Programs 200,000
    Fugees Family Inc
    1933 E Dublin Granville Road 117
    Columbus,OH43229     		  501c3 Individual Partner Program 150,000
    Learn to Be Foundation
    1268 N Lakeview Ave Suite 201
    Anaheim,CA92807     		  501c3 Accelerator Programs 350,000
    Little Miami River Kleeners
    PO Box 23
    Bellbrook,OH45305     		  501c3 Contribution Programs 5,000
    Matthew 25 Ministries
    11060 Kenwood Road
    Cincinnati,OH45242     		  501c3 Contribution Programs 100,000
    Mayo Clinic
    PO Box 4003
    Rochester,MN55903     		  501c3 Strategic Alliances 925,000
    McLean Hospital
    115 Mill Street
    Belmont,MA02478     		  501c3 Strategic Alliances 125,000
    Rebecca K Hyland Memorial Scholarship
    1544 Clubside Road
    Lyndhurst,OH44124     		  501c3 Contribution Programs 2,500
    Road to Hire
    1423 Red Ventures Drive
    Fort Mill,SC29707     		  501c3 Accelerator Programs 1,000,000
    ScriptEd Code Nation
    85 Broad Street 17th Floor
    New York,NY10004     		  501c3 National Programs 600,000
    South Side Learning & Development SproutFive
    966 South High Street 3rd Floor
    Columbus,OH43206     		  501c3 Accelerator Programs 400,971
    Task Force Antal
    523 E 14th Street Apt 5B
    New York City,NY10009     		  501c3 Contribution Programs 500,000
    The Cleveland Clinic Foundation
    9500 Euclid Avenue
    Cleveland,OH44195     		  501c3 Strategic Alliances 500,000
    The Dayton Foundation
    1401 South Main Street Suite 100
    Dayton,OH45409     		  501c3 Contribution Programs 29,800
    The Greater Dayton School
    10510 N Springboro Pike
    Miamisburg,OH45342     		  501c3 In-house Programs 16,858,340
    The Greater Dayton School
    10510 N Springboro Pike
    Miamisburg,OH45342     		  501c3 In-house Programs 4,635,864
    The Joel Cornette Foundation
    4067 Retreat Drive
    Cincinnati,OH45241     		  501c3 Contribution Programs 1,000
    The Morton Foundation
    PO Box 3
    Reynoldsburg,OH43068     		  501c3 Contribution Programs 5,000
    The Ohio State University
    PO Box 183248
    Columbus,OH43210     		  Government Contribution Programs 2,409
    The Unit Foundation
    PO Box 1281
    Vass,NC28394     		  501c3 Individual Partner Program 417,145
    The Victory Project
    409 Troy Street
    Dayton,OH45404     		  501c3 Contribution Programs 100,000
    University of Dayton
    300 College Park
    Dayton,OH45409     		  501c3 Contribution Programs 29,052
    WestCare East End Community Services
    624 Xenia Avenue
    Dayton,OH45410     		  501c3 Contribution Programs 85,000
    Total .................................bullet 3a 29,434,925
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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
    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 35,744  
    4 Dividends and interest from securities ....          
    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 10,462,514  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMount Everest Group LLC UBI     		901101 13,455,368      
    bConnor Group RE Income & Growth Fund XII, LLC 901101 -832,366      
    cEndeavor Regional Bank Opp. Fund II LP UBI 901101 32,925      
    dK-1 pass through income     14 -2,084,922  
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 12,655,927 8,923,765 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    21,579,692
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    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
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    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
    2a
    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? ...........
    b
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    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






    Form 990-PF




    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
    Special Rules
    ......... 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) (2021)
    Schedule B (Form 990) (2021) 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

    		$ 13,721,148


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    L Connor Grantor TR 3 FBO Lauren Connor
     
    10510 Springboro Pike
     
    Miamisburg, OH45342

    		$ 4,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    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
    		 various stock donations $ 13,721,148 2022-11-30
    (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
     
    		$    
    (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
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 9,525 4,763   4,762

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

    TY 2021 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 4,005 200DB 5.000000000000 0 0    
    Computers 2019-06-30 3,712 2,643 200DB 5.000000000000 428 0    
    Equipment 2020-06-30 3,044 1,583 200DB 5.000000000000 584 0    
    Computers 2020-06-30 3,583 1,863 200DB 5.000000000000 688 0    
    Computer Software 2020-06-30 6,720 3,494 200DB 5.000000000000 1,290 0    
    Equipment 2021-11-30 13,227 661 200DB 5.000000000000 5,026 0    
    Computer Software 2021-11-30 1,435 72 200DB 5.000000000000 545 0    
    Software 2021-11-30 9,840 492 200DB 5.000000000000 3,739 0    
    Software 2021-11-30 5,120 256 200DB 5.000000000000 1,946 0    
    Computer Licenses 2021-11-30 155,920 7,796 200DB 5.000000000000 59,250 0    
    Computers 2022-11-30 4,005   200DB 5.000000000000 200 0    
    Computers Software & Licenses 2022-11-30 20,438   200DB 5.000000000000 1,022 0    

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    The Connor Group Foundation aka The
     
    Connor Group Kids and Community Partners
    EIN:
    20-8499807
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    Cognitive Differences Network of Southwest OH
          		10510 Springboro Pike
    Miamisburg,OH45342     		2022-01-01 6,520 The Foundation was first approached with the idea to donate the building to this charity in Feb. of 2020. The purpose was to house programming for Colin's Lodge that provides recreation and enrichment for young adults with special needs. The Foundation decided to make this donation based on the fact that this program was in existence since October of 2018 and had demonstrated ability of success and ongoing opportunities to support the young adults in our community. To ensure our donation is being used as we intended, we have ongoing monthly meetings and physical walk throughs reviewing the program performance metrics, financial success, and physical facility of the space. In addition, there are bi-monthly accountability meetings with the Programs Director. 0 NONE Monthly meetings 2022-06-30  

    TY 2021 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 1,634,331 1,634,331
    Invst in MorganSt Lord Abbott 6,867,118 6,867,118
    Investment in Wavelength Funds 1,890,795 1,890,795

    TY 2021 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 Debt Fund IX AT COST 538,012 538,012
    Investment in Whiskey Capital AT COST 445,551 445,551
    Investment in Connor Opp Debt Fund XI AT COST 117,389 117,389
    Investment in Alta Park Equity AT COST 4,382,157 4,382,157
    Investment in Driehaus Life AT COST 4,805,282 4,805,282
    Investment in Huffman Prairie Fund I AT COST 8,398,373 8,398,373
    Investment in Endeavor Regional Bank Opp. Fund II LP AT COST 4,898,422 4,898,422
    Investment in Grey Helm Partners, LP AT COST 4,566,620 4,566,620
    Investment in XE-1 LTD AT COST 2,458,165 2,458,165
    Investment in Greenhaven Road AT COST 1,559,041 1,559,041
    Investment in Alta Park OffShore AT COST 8,661,241 8,661,241
    Investment in Casdin Partners AT COST 7,683,795 7,683,795
    Investment in APEX AT COST 13,246,286 13,246,286
    Invest in Alta Park Equity II AT COST 1,127,150 1,127,150

    TY 2021 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 4,005 0  
    Computers 3,712 3,071 641  
    Equipment 3,044 2,167 877  
    Computers 3,583 2,551 1,032  
    Computer Software 6,720 4,784 1,936  
    Equipment 13,227 5,687 7,540  
    Computer Software 1,435 617 818  
    Software 9,840 4,231 5,609  
    Software 5,120 2,202 2,918  
    Computer Licenses 155,920 67,046 88,874  
    Computers 4,005 200 3,805  
    Computers Software & Licenses 20,438 1,022 19,416  


    TY 2021 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 128,236 0   128,236


    TY 2021 OtherDecreasesSchedule
    Name:
    The Connor Group Foundation aka The
     
    Connor Group Kids and Community Partners
    EIN:
    20-8499807
    Description Amount
    Unrealized gain/loss 49,026,538


    TY 2021 OtherExpensesSchedule
    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 Disbursements for Charitable Purposes
    Bank Fees 44 22   22
    Office Supplies 21,112 10,556   10,556
    Miscellaneous 37,094 18,547   18,547
    Administrative Costs 47,218 23,609   23,609
    Printing and Postage 1,732 866   866
    Insurance 933 467   466


    TY 2021 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
    Mount Everest Group LLC UBI 13,455,368   13,455,368
    Connor Group RE Income & Growth Fund XII, LLC -832,366   -832,366
    Endeavor Regional Bank Opp. Fund II LP UBI 32,925   32,925
    K-1 pass through income -2,084,922 -2,084,922 -2,084,922


    TY 2021 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 7,169,705 38,037,091


    TY 2021 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 7,307 1,461   5,846
    Investment Management Fees 484,556 96,911   387,645


    TY 2021 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
    Taxes 4,168,574 0   0