J BRADLEY STAIR AND CHRISTINA K SCHOTT FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: J BRADLEY STAIR AND CHRISTINA K SCHOTT FAMILY FOUNDATION (EIN 47-3489896)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2019-02-25
IRS object ID: 201910569349100401
Schema version: 2017v2.2
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
Schedule B

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-02-25T08:25:13-08:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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	9999 Brewster Ln Ste 101	AddressLine1Txt
City	Powell	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43065	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-01-01	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	6147927900	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	J BRADLEY STAIR	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6147927900	PhoneNum
Signature	2018-03-23	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MATTHEW W GIBSON	PreparerPersonNm
PTIN	P01207864	PTIN
Phone	6147927900	PhoneNum
Preparation	2019-02-25	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	24.31.171.110	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-02-25	IPDt
IP Tm	08:25:02	IPTm
IP Timezone	PS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	F1AAE3C57C9880C1EA997D1255748F842A09F3EF	AtSubmissionCreationDeviceId
At Submission Filing Device Id	E0B33FDB0C774C1AF8AED9DAD3F6C80A93CA2D2C	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Amended Return	Yes (X)	AmendedReturnInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$54,505	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$21,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$4	InterestOnSavRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$21,004	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,500	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$19,504	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$35,001	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$54,505	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$54,505	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$35,001	TotalAssetsBOYAmt
Total Assets EOY	$54,505	TotalAssetsEOYAmt
Total Assets EOYFMV	$54,505	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$35,001	CapitalStockBOYAmt
Capital Stock EOY	$54,505	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$35,001	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$54,505	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$35,001	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$54,505	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$35,001	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$19,504	ExcessRevenueOverExpensesAmt
Subtotal	$54,505	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$54,505	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,000	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$11,902	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.084019	DistributionYr1Rt
Net Vl Noncharitable Assets Yr2	$10,000	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.000000	DistributionYr2Rt
Total Distribution	0.084019	TotalDistributionRt
Average Distribution	0.042010	AverageDistributionRt
Net Vl Noncharitable Assets	$44,082	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,852	AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,852	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,500	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
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
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	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	$44,753	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$44,753	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$44,753	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$671	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$44,082	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,204	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,204	MinimumInvestmentReturnAmt
Distributable Before Adj	$2,204	DistributableBeforeAdjAmt
Distributable Before Ded	$2,204	DistributableBeforeDedAmt
Distributable As Adjusted	$2,204	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,500	ExpensesAndContributionsAmt
Qualifying Distributions	$1,500	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$1,500	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,204	DistributableAsAdjustedAmt
Undistributed Income PY	$2,204	UndistributedIncomePYAmt
Excess Distribution Cyov Yr1	$405	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$405	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,500	QualifyingDistributionsAmt
Remaining Distri From Corpus	$1,500	RemainingDistriFromCorpusAmt
Total Corpus	$1,905	TotalCorpusAmt
Taxable2	$2,204	Taxable2Amt
Undistributed Income CY	$2,204	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$1,905	ExcessDistriCyovToNextYrAmt
Excess From Year1	$405	ExcessFromYear1Amt
Excess From Current Year	$1,500	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Lock United Methodist Church
PO Box 29	Homer	OH	43027	PF	in furtherance of charitable purposes	$500
Hospice of Central Ohio
PO Box 430	Newark	OH	43058	PF	in furtherance of charitable purposes	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$4	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$4	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	J BRADLEY STAIR	ContributorPersonNm

Contributor US Address ContributorUSAddress

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)
Total Contributions	$21,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Comments