BETA

COOPER FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
COOPER FAMILY FOUNDATION INC (EIN 83-2464854)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-06
IRS object ID
202341879349101319
Schema version
2022v5.0
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)
Return2023-07-06T14:56:30-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 2200AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-06-08SignatureDt
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 Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$152,446FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,358DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,358DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,303NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,961GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,303CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,661TotalRevAndExpnssAmt
Total Net Invst Incm$4,661TotalNetInvstIncmAmt
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$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$758OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$758OtherProfFeesNetInvstIncmAmt
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$3,788TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$758TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,030TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,415ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,415ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,203TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$758TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,445TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,542ExcessRevenueOverExpensesAmt
Net Investment Income$3,903NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,811CashBOYAmt
Cash EOY$2,377CashEOYAmt
Cash EOYFMV$2,377CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,296SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,163SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,163SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$43,292CorporateStockBOYAmt
Corporate Stock EOY$40,384CorporateStockEOYAmt
Corporate Stock EOYFMV$123,394CorporateStockEOYFMVAmt
Corporate Bonds BOY$19,029CorporateBondsBOYAmt
Corporate Bonds EOY$22,962CorporateBondsEOYAmt
Corporate Bonds EOYFMV$20,512CorporateBondsEOYFMVAmt
Total Assets BOY$86,428TotalAssetsBOYAmt
Total Assets EOY$71,886TotalAssetsEOYAmt
Total Assets EOYFMV$152,446TotalAssetsEOYFMVAmt
Grants Payable EOY$25,350GrantsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,350TotalLiabilitiesEOYAmt
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$86,428RetainedEarningBOYAmt
Retained Earning EOY$46,536RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$86,428TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$46,536TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$86,428TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$71,886TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$86,428TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,542ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$71,886SubtotalAmt
Other Decreases$25,350OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$46,536TotNetAstOrFundBalancesEOYAmt

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$6,868$5,658$1,210$1,210
CAPITAL GAINS DIVIDENDSP$93$93$93
FieldValueIRS element (for citing)
Capital Gain Net Income$1,303CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$54InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$54SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$54TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$722EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$722TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$668OverpaymentAmt
Applied To ES Tax$668AppliedToESTaxAmt
Refund$0RefundAmt

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$146,346AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,412AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$158,758TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$158,758AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,381CashDeemedCharitableAmt
Net Vl Noncharitable Assets$156,377NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,819MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,819MinimumInvestmentReturnAmt
Tax Based On Investment Income$54TaxBasedOnInvestmentIncomeAmt
Total Tax$54TotalTaxAmt
Distributable Before Adj$7,765DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,765DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,765DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,445ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$23,445QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,765DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$75,645ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$111,926ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$266,490ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$118,793ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,761ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$598,615TotalExcessDistributionCyovAmt
Qualifying Distributions$23,445QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,765AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,680RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$614,295TotalCorpusAmt
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$75,645ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$538,650ExcessDistriCyovToNextYrAmt
Excess From Year4$111,926ExcessFromYear4Amt
Excess From Year3$266,490ExcessFromYear3Amt
Excess From Year2$118,793ExcessFromYear2Amt
Excess From Year1$25,761ExcessFromYear1Amt
Excess From Current Year$15,680ExcessFromCurrentYearAmt

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 PurposeGrantOrContributionPurposeTxtAmtAmt
ATLANTA BOTANICAL GARDEN
1345 PIEDMONT AVE NEATLANTAGA30309N/APCGENERAL PURPOSE$10,000
CHASTAIN PARK CONSERVANCY
4001 POWERS FERRY ROAD NWATLANTAGA30342N/APCGENERAL PURPOSE$50
HILLELS OF GEORGIA
735 GATEWOOD ROAD NEATLANTAGA30322N/APCGENERAL PURPOSE$1,800
JEWISH FAMILY & CAREER SERVICES
4549 CHAMBLEE DUNWOODY ROADATLANTAGA30338N/APCGENERAL PURPOSE$36
JEWISH FEDERATION OF GREATER ATLANTA
1440 SPRING STREET NWATLANTAGA30309N/APCGENERAL PURPOSE$150
JEWISH WOMEN'S FUND OF ATLANTA
1440 SPRING STREET NWATLANTAGA30309N/APCGENERAL PURPOSE$25
LEADERSHIP ATLANTA
133 PEACHTREE STREET NE SUITE 2850ATLANTAGA30303N/APCGENERAL PURPOSE$2,000
TEMPLE SINAI
5645 DUPREE DRIVE NWATLANTAGA30327N/APCGENERAL PURPOSE$36
THE DAVIS ACADEMY
8105 ROBERS DRIVEATLANTAGA30350N/APCGENERAL PURPOSE$50
THE TEMPLE
1589 PEACHTREE STREET NEATLANTAGA30309N/APCGENERAL PURPOSE$250
THE WILLIAM BREMAN JEWISH HOME
1440 SPRING STREET NWATLANTAGA30309N/APCGENERAL PURPOSE$100
AMERICAN FRIENDS OF ISRAEL SPORT CENTER
1 NORTHFIELD PLZ STE 300NORTHFIELDIL60093N/APCGENERAL PURPOSE$5,000
BEN MASSELL DENTAL CLINIC
700 14TH ST NWATLANTAGA30318N/APCGENERAL PURPOSE$50
CONGREGATION BET HAVERIM
2074 LAVISTA ROADATLANTAGA30329N/APCGENERAL PURPOSE$25
CONGREGATION BETH TAFILLAH
452 FOREST AVEPARAMUSNJ07652N/APCGENERAL PURPOSE$25
CONGREGATION SHEARITH ISRAEL
1180 UNIVERSITY DR NEATLANTAGA30306N/APCGENERAL PURPOSE$25
JEWISH FEDERATION -SOUTH PALM BEACH CO
9901 DONNA KLEIN BLVDBOCA RATONFL33428N/APCGENERAL PURPOSE$118
MARCUS JEWISH COMMUNITY CENTER OF ATLANTA
5342 TILLY MILL RDATLANTAGA30338N/APCGENERAL PURPOSE$50
NATIONAL COUNCIL OF JEWISH WOMEN
2055 L ST NW 650WASHINGTON DCDC20036N/APCGENERAL PURPOSE$250
SARASOTA ART MUSEUM
1001 S TAMIAMI TRAILSARASOTAFL34236N/APCGENERAL PURPOSE$250
WEINSTEIN HOSPICE
3150 HOWELL MILL RD NWATLANTAGA30327N/APCGENERAL PURPOSE$125
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,415TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
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
ADL SOUTHEAST
3490 PIEDMONT RD NE 610ATLANTAGA30305N/APCGENERAL PURPOSE$12,500
THE TEMPLE
1589 PEACHTREE STREET NEATLANTAGA30309N/APCGENERAL PURPOSE$2,850
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$25,350TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,358ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,303ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,661ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,661TotalIncomeProducingActyAmt

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

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 Line1LAWRENCE E COOPER AND CAROL Z COOPERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11150 LAKE HEARN DRIVE NO 650AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30342ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BNY MELLON CORPORATE BOND FUND$13,529$11,652
BNY MELLON HIGH YIELD FUND - CLASS I$2,750$2,309
ISHARES LEHMAN 1-3 YEAR TREASURY BOND FUND$4,129$4,059
PACIFIC FUNDS FLOATING RATE INCOME$2,554$2,492

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
HOME DEPOT INC$1,531$77,070
SPDR S&P 500 ETF TRUST$17,398$22,946
ISHARES TR S&P MIDCAP 400 INDEX FD$4,612$5,805
ISHARES TR S&P SMALLCAP 600$4,571$5,489
BNY MELLON INTERNATIONAL STOCK FUND - CLASS Y$5,500$5,798
ISHARES CORE MSCI EAFE ETF$1,835$1,849
ISHARES CORE MSCI EMERGING MARKET ETF$4,937$4,437

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCONTRIBUTIONS APPROVED FOR FUTURE PAYMENTDesc
Amt$25,350Amt

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 Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$758Amt
Net Investment Income$758NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.