BETA

COOPER FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
COOPER FAMILY FOUNDATION INC (EIN 83-2464854)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-01
IRS object ID
202431229349102038
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-01T13:54:04-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11075 PEACHTREE STREET NE SUITE 1600AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832464854EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COOPER FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOOPBusinessNameControlTxt
Phone4047055051PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11150 LAKE HEARN DRIVE NO 650AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30342ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAWRENCE COOPERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4047055051PhoneNum
Signature2024-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLAWRENCEPersonFirstNm
Person LastCOOPERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOLLY ALLENPreparerPersonNm
PTINP01778171PTIN
Phone4042090954PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$122,329FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,795DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,795DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$75,057NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$76,500GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$75,057CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$77,852TotalRevAndExpnssAmt
Total Net Invst Incm$77,852TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,085AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,085AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$568OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$568OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$30OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,683TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$568TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,115TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,733TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$568TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,165TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$31,119ExcessRevenueOverExpensesAmt
Net Investment Income$77,284NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,377CashBOYAmt
Cash EOY$6,218CashEOYAmt
Cash EOYFMV$6,218CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,163SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,586SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,586SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$40,384CorporateStockBOYAmt
Corporate Stock EOY$57,738CorporateStockEOYAmt
Corporate Stock EOYFMV$78,949CorporateStockEOYFMVAmt
Corporate Bonds BOY$22,962CorporateBondsBOYAmt
Corporate Bonds EOY$36,463CorporateBondsEOYAmt
Corporate Bonds EOYFMV$34,576CorporateBondsEOYFMVAmt
Total Assets BOY$71,886TotalAssetsBOYAmt
Total Assets EOY$103,005TotalAssetsEOYAmt
Total Assets EOYFMV$122,329TotalAssetsEOYFMVAmt
Grants Payable BOY$25,350GrantsPayableBOYAmt
Total Liabilities BOY$25,350TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$46,536RetainedEarningBOYAmt
Retained Earning EOY$103,005RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$46,536TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$103,005TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$71,886TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$103,005TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$46,536TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$31,119ExcessRevenueOverExpensesAmt
Other Increases$25,350OtherIncreasesAmt
Subtotal$103,005SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$103,005TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY-TRADED SECURITIESP$76,412$1,443$74,969$74,969
CAPITAL GAINS DIVIDENDSP$88$88$88
FieldValueIRS element (for citing)
Capital Gain Net Income$75,057CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,074InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,074SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,074TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$668EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$668TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$406TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4047055051PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11150 LAKE HEARN DRIVE NO 650AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30342ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
LAWRENCE E COOPER
1150 LAKE HEARN DRIVE NO 650ATLANTAGA30342PRESIDENT/DIRECTOR0.10$0$0$0
CAROL Z COOPER
1150 LAKE HEARN DRIVE NO 650ATLANTAGA30342VICE PRESIDENT/DIRECTOR0.10$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$108,355AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,508AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$121,863TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$121,863AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,828CashDeemedCharitableAmt
Net Vl Noncharitable Assets$120,035NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,002MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,002MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,074TaxBasedOnInvestmentIncomeAmt
Total Tax$1,074TotalTaxAmt
Distributable Before Adj$4,928DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,928DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,928DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,165ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$46,165QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,928DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$111,926ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$266,490ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$118,793ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$25,761ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,680ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$538,650TotalExcessDistributionCyovAmt
Qualifying Distributions$46,165QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,928AppliedToCurrentYearAmt
Remaining Distri From Corpus$41,237RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$579,887TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$111,926ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$467,961ExcessDistriCyovToNextYrAmt
Excess From Year4$266,490ExcessFromYear4Amt
Excess From Year3$118,793ExcessFromYear3Amt
Excess From Year2$25,761ExcessFromYear2Amt
Excess From Year1$15,680ExcessFromYear1Amt
Excess From Current Year$41,237ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLAWRENCE E COOPERContributingManagerNm
Contributing ManagerCAROL Z COOPERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADL SOUTHEAST
3490 PIEDMONT RD NE 610ATLANTAGA30305N/APCGENERAL PURPOSE$12,500
AHAVATH ACHIM SYNAGOGUE
600 PEACHTREE BATLE AVENUE NWATLANTAGA30327N/APCGENERAL PURPOSE$100
ATLANTA BOTANICAL GARDEN
1345 PIEDMONT AVE NEATLANTAGA30309N/APCGENERAL PURPOSE$12,000
BACKPACK BUDDIES OF METRO ATLANTA
2458 JETT FERRY ROADDUNWOODYGA30338N/APCGENERAL PURPOSE$50
COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA
4 VANDERBILT PARK DRIVE SUITE 300ASHEVILLENC28803N/APCGENERAL PURPOSE$50
DYSAUTONOMIA INTERNATIONAL
PO BOX 596EAST MORICHESNY11940N/APCGENERAL PURPOSE$50
FRIENDS OF THE ISRAEL DEFENSE FORCES
60 EAST 42ND STREETNEW YORKNY101650015N/APCGENERAL PURPOSE$100
HIGH MUSEUM OF ART
1280 PEACHTREE STEEET NWATLANTAGA30309N/APCGENERAL PURPOSE$3,000
JEWISH FAMILY & CAREER SERVICES
4549 CHAMBLEE DUNWOODY ROADATLANTAGA30338N/APCGENERAL PURPOSE$50
JEWISH FEDERATION OF GREATER ATLANTA
1440 SPRING STREET NWATLANTAGA30309N/APCGENERAL PURPOSE$550
JEWISH HOME LIFE
3150 HOWELL MILL RD NWATLANTAGA30327N/APCIN MEMORY OF BYAN HYMAN TO THE MEYER & ROSLYN BALSER TOWER FUND$50
JEWISH WOMEN'S FUND OF ATLANTA
1440 SPRING STREET NWATLANTAGA30309N/APCGENERAL PURPOSE$200
MEALS ON WHEELS ATLANTA
1705 COMMERCE DRIVEATLANTAGA30318N/APCGENERAL PURPOSE$500
ST BALDRICK'S FOUNDATION INC
1333 SOUTH MAYFLOWER AVENUE SUITEMONROVIACA91016N/APCGENERAL PURPOSE$100400
THE ANCHOR SOCIETY GEORGIA AQUARIUM
225 BAKERS STREET NWATLANTAGA30313N/APCGENERAL PURPOSE$5,000
THE BIRTHRIGHT ISRAEL FOUNDATION
33 EAST 33RD ST 7TH FLOORNEW YORKNY10016N/APCGENERAL PURPOSE$5,000
THE EPSTEIN SCHOOL
335 COLEMAN WAY NWSANDY SPRINGSGA30358N/APCGENERAL PURPOSE$300
THE TEMPLE
1589 PEACHTREE STREET NEATLANTAGA30309N/APCGENERAL PURPOSE$3,150
THE WEBER SCHOOL
6751 ROSWELL RD NEATLANTAGA30328N/APCGENERAL PURPOSE$150
THE WILLIAM BREMAN JEWISH HOME
1440 SPRING STREET NWATLANTAGA30309N/APCGENERAL PURPOSE$50
WEINSTEIN HOSPICE
3150 HOWELL MILL RD NWATLANTAGA30327N/APCGENERAL PURPOSE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,050TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,795ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$75,057ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$77,852ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,852TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$3,085Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,085DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BNY MELLON CORPORATE BOND FUND$27,029$25,470
BNY MELLON HIGH YIELD FUND - CLASS I$2,750$2,412
ISHARES LEHMAN 1-3 YEAR TREASURY BOND FUND$4,130$4,102
ARISTOLE FLOATING RATE INCOME FUND CLASS I$2,554$2,592

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
HOME DEPOT INC$88$4,852
SPDR S&P 500 ETF TRUST$36,195$47,531
ISHARES TR S&P MIDCAP 400 INDEX FD$4,612$6,652
ISHARES TR S&P SMALLCAP 600$4,571$6,279
BNY MELLON INTERNATIONAL STOCK FUND - CLASS Y$5,500$6,719
ISHARES CORE MSCI EAFE ETF$1,835$2,111
ISHARES CORE MSCI EMERGING MARKET ETF$4,937$4,805

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLICENSES & PERMITSDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$30DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR CONTRIBUTIONS APPROVED FOR FUTURE PAYMENTDesc
Amt$25,350Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$568Amt
Net Investment Income$568NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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