J BRADLEY STAIR AND CHRISTINA K SCHOTT FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
J BRADLEY STAIR AND CHRISTINA K SCHOTT FAMILY FOUNDATION (EIN 47-3489896)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-04
IRS object ID
202242779349100604
Schema version
2021v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-04T06:33:50-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN460811832PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PAPPAS GIBSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1716 MT AIRYSHIRE BLVD STE 100AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43235ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473489896EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J Bradley Stair and Christina K Schott Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJBRABusinessNameControlTxt
Phone6147927900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14537 Hirth Hill Rd EAddressLine1Txt
CityGrove CityCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43123ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ Bradley StairPersonNm
Person TitleTrusteePersonTitleTxt
Phone6147927900PhoneNum
Signature2022-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJ BradleyPersonFirstNm
Person LastStairPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMatthew W GibsonPreparerPersonNm
PTINP01207864PTIN
Phone6147927900PhoneNum
Preparation2022-10-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$136,503FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$80,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$56DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$80,056TotalRevAndExpnssAmt
Total Net Invst Incm$56TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Interest Rev And Expnss$802InterestRevAndExpnssAmt
Interest Net Invst Incm$802InterestNetInvstIncmAmt
Interest Adj Net Incm$802InterestAdjNetIncmAmt
Taxes Rev And Expnss$35TaxesRevAndExpnssAmt
Taxes Net Invst Incm$35TaxesNetInvstIncmAmt
Taxes Adj Net Incm$35TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$837TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$837TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$837TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,887TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$837TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$837TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$8,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$71,169ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$30,286CashEOYAmt
Cash EOYFMV$30,286CashEOYFMVAmt
Sav And Temp Cash Invst BOY$42,021SavAndTempCashInvstBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$69,040CorporateStockBOYAmt
Corporate Stock EOY$116,282CorporateStockEOYAmt
Corporate Stock EOYFMV$106,217CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$111,061TotalAssetsBOYAmt
Total Assets EOY$146,568TotalAssetsEOYAmt
Total Assets EOYFMV$136,503TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$111,061CapitalStockBOYAmt
Capital Stock EOY$146,568CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$111,061TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$146,568TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$111,061TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$146,568TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$111,061TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$71,169ExcessRevenueOverExpensesAmt
Subtotal$182,230SubtotalAmt
Other Decreases$35,662OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$146,568TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJ Bradley StairIndividualWithBooksNm
Phone6145950077PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14537 Hirth Hill Rd EAddressLine1Txt
CityGrove CityCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43123ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J Bradley Stair
4537 Hirth Hill Rd EGrove CityOH43123Trustee1.00$0$0$0
Christina K Schott
4537 Hirth Hill Rd EGROVE CITYOH43123Trustee1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$97,235AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,831AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$101,066TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$101,066AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,516CashDeemedCharitableAmt
Net Vl Noncharitable Assets$99,550NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,978MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,978MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$4,978DistributableBeforeAdjAmt
Distributable Before Ded$4,978DistributableBeforeDedAmt
Distributable As Adjusted$4,978DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,050ExpensesAndContributionsAmt
Qualifying Distributions$8,050QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,978DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$405ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$263ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$269ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,254ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,191TotalExcessDistributionCyovAmt
Qualifying Distributions$8,050QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,978AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,072RemainingDistriFromCorpusAmt
Total Corpus$5,263TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$405ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,858ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$263ExcessFromYear3Amt
Excess From Year2$269ExcessFromYear2Amt
Excess From Year1$1,254ExcessFromYear1Amt
Excess From Current Year$3,072ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
K and E Events
1203 Pinnacle Club DriveGrove CityOH43123PFin furtherance of charitable purposes$1,000
Elizabeth Dean Foundation LLC
1049 Pinnacle Club DriveGrove CityOH43123PFin furtherance of charitable purposes$1,000
Buckeye Woods PTA
2525 Holton RoadGrove CityOH43123PFin furtherance of charitable purposes$200
Grove City Community Club
3397 Civic PlaceGrove CityOH43123PFin furtherance of charitable purposes$850
Licking County Foundation
PO Box 4212NewarkOH43055PFin furtherance of charitable purposes$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion19ExclusionCd
Exclusion-$32,662ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$32,606ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$32,606TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1330 Investments LLCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14537 Hirth Hill Rd EAddressLine1Txt
CityGROVE CITYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43123ZIPCd
FieldValueIRS element (for citing)
Total Contributions$77,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desccapital lossDesc
Amt$35,662Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$35Amt
Net Investment Income$35NetInvestmentIncomeAmt
Adjusted Net Income$35AdjustedNetIncomeAmt

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