J BRADLEY STAIR AND CHRISTINA K SCHOTT FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- J BRADLEY STAIR AND CHRISTINA K SCHOTT FAMILY FOUNDATION (EIN 47-3489896)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-06
- IRS object ID
- 202400669349100420
- Schema version
- 2023v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-06T14:45:09-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460811832 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAPPAS GIBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 716 MT AIRYSHIRE BLVD STE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473489896 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J Bradley Stair and Christina K Schott Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JBRA | BusinessNameControlTxt |
| Phone | 6145950077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4537 Hirth Hill Rd E | AddressLine1Txt |
| City | Grove City | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John B Stair | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6145950077 | PhoneNum |
| Signature | 2024-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Stair | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert T Pappas | PreparerPersonNm |
| PTIN | P01229676 | PTIN |
| Phone | 6147927900 | PhoneNum |
| Preparation | 2024-03-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $119,671 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $165 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $165 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $165 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,201 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,201 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,201 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $122 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $123 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $123 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $123 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,489 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,611 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,489 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,157 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,157 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,157 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,157 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,157 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,157 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,157 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,157 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,157 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,454 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,332 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,814 | CashBOYAmt |
| Cash EOY | $256 | CashEOYAmt |
| Cash EOYFMV | $256 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $5,145 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,145 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $124,780 | CorporateStockBOYAmt |
| Corporate Stock EOY | $124,780 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $68,164 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $44,999 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,999 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,106 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $176,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $173,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $119,671 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $175,593 | CapitalStockBOYAmt |
| Capital Stock EOY | $171,180 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $175,593 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $171,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $176,593 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $173,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $175,593 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $171,925 | SubtotalAmt |
| Other Decreases | $745 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $171,180 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Vanguard Extended Markets Index Fund | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-03-31 | AcquiredDt |
| Sold | 2023-12-07 | SoldDt |
| Gross Sales Price | $2,122 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $2,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $122 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $122 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $34 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | J Bradley Stair | IndividualWithBooksNm |
| Phone | 6145950077 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4537 Hirth Hill Rd E | AddressLine1Txt |
| City | Grove City | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J Bradley Stair | ||||||||
| 4537 Hirth Hill Rd E | Grove City | OH | 43123 | Trustee | 1.00 | $0 | $0 | $0 |
| Christina K Schott | ||||||||
| 4537 Hirth Hill Rd E | Grove City | OH | 43123 | Trustee | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $95,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $96,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,444 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34 | TotalTaxAmt |
| Distributable Before Adj | $4,708 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,708 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,708 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,157 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,157 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,708 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $263 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $269 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,254 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,072 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $141 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,999 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,157 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,708 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,449 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,448 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $263 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,185 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $269 | ExcessFromYear4Amt |
| Excess From Year3 | $1,254 | ExcessFromYear3Amt |
| Excess From Year2 | $3,072 | ExcessFromYear2Amt |
| Excess From Year1 | $141 | ExcessFromYear1Amt |
| Excess From Current Year | $2,449 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Grove City Firecracker 5K for Grove City Buddy Ball | ||||||
| 3400 Ventura Blvd | Grove City | OH | 43123 | PC | in furtherance of charitable purpose | $1,000 |
| American Heart Association | ||||||
| 1650 Lake Shore Dr Ste 350 | Columbus | OH | 43204 | PC | in furtherance of charitable purpose | $200 |
| Buckeye Woods PTA | ||||||
| 2525 Holton Rd | Grove City | OH | 43123 | PC | in furtherance of charitable purpose | $200 |
| Park Street Intermediary PTO | ||||||
| 3205 Park St | Grove City | OH | 43123 | PC | in furtherance of charitable purpose | $100 |
| Columbus Zoo and Aquarium | ||||||
| 4850 West Powell Rd | Powell | OH | 43065 | PC | in furtherance of charitable purposes | $500 |
| Marine Toys for Tots | ||||||
| 18251 Quantico Gateway Dr | Traingle | VA | 22172 | PC | in furtherance of charitable purpose | $1,000 |
| Dude Charity | ||||||
| 12642 Foundation Rd Apt 38 | Croton | OH | 43013 | PC | in furtherance of charitable purpose | $1,000 |
| Licking County Veterans Alliance | ||||||
| PO Box 854 | Newark | OH | 43058 | PC | in furtherance of public charity | $1,000 |
| Homer Public Library | ||||||
| 385 South St | Utica | OH | 43080 | PC | in furtherance of charitable purpose | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $165 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $3,201 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,366 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,366 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CBL & Assoc PPTYS Inc | $31,640 | $16,654 |
| Palantir Technologies Inc | $93,140 | $51,510 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ETF Mutual Funds | CategoryOrItemTxt |
| Book Value | $42,999 | BookValueAmt |
| EOYFMV | $46,106 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Pappas Gibson LLC legal | CategoryTxt |
| Legal Fees | $1,157 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis Adjustment | Desc |
| Amt | $745 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gains/Losses | Desc |
| Revenue And Expenses Per Books | $123 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $123 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $123 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis Adjustment | Desc |
| Amt | $0 | Amt |
Comments