J BRADLEY STAIR AND CHRISTINA K SCHOTT FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
J BRADLEY STAIR AND CHRISTINA K SCHOTT FAMILY FOUNDATION (EIN 47-3489896)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-12
IRS object ID
202001339349100135
Schema version
2019v5.1
Note
A later return for the same period supersedes this one.
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)
Return2020-05-12T12:41:55-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Pappas Gibson LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19999 Brewster Ln Ste 101AddressLine1Txt
CityPowellCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43065ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-03-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMatthew W GibsonPreparerPersonNm
PTINP01207864PTIN
Phone6147927900PhoneNum
Preparation2020-05-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address184.57.15.104IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-12IPDt
IP Tm12:41:45IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE0B33FDB0C774C1AF8AED9DAD3F6C80A93CA2D2CAtSubmissionCreationDeviceId
At Submission Filing Device IdE0B33FDB0C774C1AF8AED9DAD3F6C80A93CA2D2CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$101,574FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$52,875ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$515InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$515InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$810DividendsRevAndExpnssAmt
Dividends Net Invst Incm$810DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$479CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$479NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$54,200TotalRevAndExpnssAmt
Total Net Invst Incm$1,804TotalNetInvstIncmAmt
Total Adj Net Incm$479TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,040ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,040ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,040TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,040TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$49,160ExcessRevenueOverExpensesAmt
Net Investment Income$1,804NetInvestmentIncomeAmt
Adjusted Net Income$479AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$52,410SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,250SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,250SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock EOY$100,320CorporateStockEOYAmt
Corporate Stock EOYFMV$100,324CorporateStockEOYFMVAmt
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$52,410TotalAssetsBOYAmt
Total Assets EOY$101,570TotalAssetsEOYAmt
Total Assets EOYFMV$101,574TotalAssetsEOYFMVAmt
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$52,410CapitalStockBOYAmt
Capital Stock EOY$101,570CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$52,410TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$101,570TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$52,410TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$101,570TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$52,410TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$49,160ExcessRevenueOverExpensesAmt
Subtotal$101,570SubtotalAmt
Tot Net Ast Or Fund Balances EOY$101,570TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFidelity 1099-BPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-12-31AcquiredDt
Sold2019-12-31SoldDt
Gross Sales Price$342,652GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$342,173CostOrOtherBasisAmt
Gain Or Loss$479GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$479GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$479CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$52,656NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.068368DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$44,082NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.034027DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,902NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.084019DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,000NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.186414TotalDistributionRt
Average Distribution0.046604AverageDistributionRt
Net Vl Noncharitable Assets$95,785NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,464AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$18NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,482AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,040QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$18InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$18TaxDueAmt
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$83,366AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,878AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$97,244TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$97,244AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,459CashDeemedCharitableAmt
Net Vl Noncharitable Assets$95,785NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,789MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,789MinimumInvestmentReturnAmt
Tax Based On Investment Income$18TaxBasedOnInvestmentIncomeAmt
Total Tax$18TotalTaxAmt
Distributable Before Adj$4,771DistributableBeforeAdjAmt
Distributable Before Ded$4,771DistributableBeforeDedAmt
Distributable As Adjusted$4,771DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,040ExpensesAndContributionsAmt
Qualifying Distributions$5,040QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$18PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,022AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,771DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$405ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$263ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$668TotalExcessDistributionCyovAmt
Qualifying Distributions$5,040QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,771AppliedToCurrentYearAmt
Remaining Distri From Corpus$269RemainingDistriFromCorpusAmt
Total Corpus$937TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$937ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$405ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$263ExcessFromYear1Amt
Excess From Current Year$269ExcessFromCurrentYearAmt

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
Cure JM Foundation
836 Lynwood DriveEncinitasCA92024PFin furtherance of charitable purposes$500
Ronald McDonald House
711 E Livingston AvenueColumbusOH43205PFin furtherance of charitable purposes$1,000
K & E Events
2167 Stringtown Rd 111Grove CityOH43123PFin furtherance of charitable purposes$1,000
The Elizabeth Dean Foundation
1049 Pinnacle Club DriveGrove CityOH43123PFin furtherance of charitable purposes$1,000
A Kid Again
777-G Dearborn Park LaneColumbusOH43085PFin furtherance of charitable purposes$1,540
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,040TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$515ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$810ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,325ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,325TotalIncomeProducingActyAmt

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 PersonJ Bradley StairContributorPersonNm

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$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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