COOPER CARRY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COOPER CARRY CHARITABLE FOUNDATION INC (EIN 58-2358064)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349103209
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T12:28:32-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4004 SUMMIT BLVD NE SUITE 800 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582358064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPER CARRY CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O CHRIS FREITAG | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COOP | BusinessNameControlTxt |
| Phone | 4042372000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE ST NE 2400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E POPE BULLOCK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4042372000 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | E | PersonFirstNm |
| Person Last | POPE BULLOCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A STEINHARDT | PreparerPersonNm |
| PTIN | P01528891 | PTIN |
| Phone | 7703948000 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $421,144 | 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 | $101,937 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $111,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,863 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,792 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,855 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,937 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,937 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,379 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,943 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,943 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $117,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,476 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,912 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,893 | CashBOYAmt |
| Cash EOY | $83,519 | CashEOYAmt |
| Cash EOYFMV | $83,519 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $150,939 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,756 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,756 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $84,586 | CorporateStockBOYAmt |
| Corporate Stock EOY | $152,619 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $275,869 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $287,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $297,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $421,144 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $287,418 | RetainedEarningBOYAmt |
| Retained Earning EOY | $297,894 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $287,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $297,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $287,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $297,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $287,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,476 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $297,894 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $297,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $43,155 | $46,094 | -$2,939 | -$2,939 |
| PUBLICLY TRADED SECURITIES | $68,804 | $41,002 | $27,802 | $27,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,863 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $374 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $374 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $374 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $306 | OverpaymentAmt |
| Applied To ES Tax | $306 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRIS FREITAG | IndividualWithBooksNm |
| Phone | 4042372000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE ST NE SUITE 2400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| E POPE BULLOCK | ||||||||
| 1282 OAKDALE ROAD | ATLANTA | GA | 30307 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| C ROBERT NEAL | ||||||||
| 1229 ZIMMER DRIVE | ATLANTA | GA | 30306 | VP/SEC | 0.00 | $0 | $0 | $0 |
| BRENT AMOS | ||||||||
| 191 PEACHTREE ST NE STE 2400 | ATLANTA | GA | 30303 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ALEX LOPATYNSKY | ||||||||
| 191 PEACHTREE ST NE STE 2400 | ATLANTA | GA | 30303 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KEITH SIMMEL | ||||||||
| 571 RIDGEWATER DR | MARIETTA | GA | 30068 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $246,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,700 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $335,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $335,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,027 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $330,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $374 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $374 | TotalTaxAmt |
| Distributable Before Adj | $16,130 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,130 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,130 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $117,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $117,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,130 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $37,913 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $53,860 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,326 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $152,525 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $363,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $117,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,130 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,870 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $464,830 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $37,913 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $426,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,860 | ExcessFromYear4Amt |
| Excess From Year3 | $57,326 | ExcessFromYear3Amt |
| Excess From Year2 | $152,525 | ExcessFromYear2Amt |
| Excess From Year1 | $62,336 | ExcessFromYear1Amt |
| Excess From Current Year | $100,870 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARTS FAIRFAX | ||||||||
| 2667 PROSPERITY AVENUE SUITE A | FAIRFAX | VA | 22031 | NONE | 501(C)3 | CIVIC & CULTURAL | $5,000 | |
| ATLANTA COMMERCIAL BOARD OF REALTORS | ||||||||
| 5784 LAKE FORREST DR | ATLANTA | GA | 30328 | NONE | 501(C)3 | CIVIC & CULTURAL | $500 | |
| ATLANTA COMMUNITY FOOD BANK | ||||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | NONE | 501(C)3 | EDUCATIONAL | $1,000 | |
| BEVERLY WILLIS ARCHITECTURE FOUNDATION | ||||||||
| 141 W BROADWAY | NEW YORK | NY | 10013 | NONE | 501(C)3 | EDUCATIONAL | $5,000 | |
| CAMP HORIZON | ||||||||
| 5825 GLENRIDGE DRIVE BUILDING 3 | ATLANTA | GA | 30328 | NONE | 501(C)3 | COMMUNITY WELL-BEING | $2,000 | SUITE 101 |
| CLAYTON COUNTY SCHOOLS | ||||||||
| 1058 FIFTH AVE | JONESBORO | GA | 30236 | NONE | 501(C)3 | MEDICAL | $2,500 | |
| COMMUNITIES IN SCHOOLS NO VIRGINIA | ||||||||
| PO BOX 3512 | ALEXANDRIA | VA | 22302 | NONE | 501(C)3 | EDUCATIONAL | $7,500 | |
| FRIENDS U NEED | ||||||||
| 45 PEACHTREE INDUSTRIAL BLVD STE | SUGAR HILL | GA | 30518 | NONE | 501(C)3 | EDUCATIONAL | $2,500 | 200 |
| FURNITURE BANK | ||||||||
| 908 MURPHY AVE SW | ATLANTA | GA | 30310 | NONE | 501(C)3 | COMMUNITY WELL-BEING | $5,000 | |
| GEORGIA TRUST FOR HISTORIC PRESERVATION | ||||||||
| 1516 PEACHTREE STREET NW | ATLANTA | GA | 30309 | NONE | 501(C)3 | CIVIC & CULTURAL | $1,000 | |
| GRADY HEALTH FOUNDATION | ||||||||
| 191 PEACHTREE ST 820 | ATLANTA | GA | 30303 | NONE | 501(C)3 | COMMUNITY WELL-BEING | $5,000 | |
| HIGHER ACHIEVEMENT | ||||||||
| 1701 K STREET NW STE 625 | WASHINGTON | DC | 20006 | NONE | 501(C)3 | COMMUNITY WELL-BEING | $5,000 | |
| HOUSING ALEXANDRIA | ||||||||
| 401 WYTHE ST | ALEXANDRIA | VA | 22314 | NONE | 501(C)3 | MEDICAL RESEARCH | $1,000 | |
| HOWARD UNIVERSITY | ||||||||
| PO BOX 417853 | BOSTON | MA | 02241 | NONE | 501(C)3 | EDUCATIONAL | $10,000 | |
| JUBILEE HOUSING | ||||||||
| 1631 EUCLID STREET NW P5 | WASHINGTON | DC | 20009 | NONE | 501(C)3 | COMMUNITY WELL-BEING | $10,000 | |
| KENNESAW STATE UNIVERSITY FOUNDATION SCHOLARSHIP FUND | ||||||||
| 1000 CHASTAIN ROAD | KENNESAW | GA | 30144 | NONE | 501(C)3 | EDUCTAIONAL | $25,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 2859 PACES FERRY ROAD SE SUITE 725 | ATLANTA | GA | 30339 | NONE | 501(C)3 | EDUCATIONAL | $2,000 | |
| MICROLIFE INSTITUTE | ||||||||
| 1182 VAUGHAN STREET | CLARKSTON | GA | 30021 | NONE | 501(C)3 | COMMUNITY WELL-BEING | $5,000 | |
| NOMA ATLANTA | ||||||||
| 1075 PEACHTREE STREET SUITE 6 | ATLANTA | GA | 30309 | NONE | 501(C)3 | CIVIC & CULTURAL | $1,000 | 570718 |
| SANDY SPRINGS EDUCATION FORCE | ||||||||
| PO BOX 567683 | SANDY SPRINGS | GA | 31156 | NONE | 501(C)3 | CIVIC & CULTURAL | $1,000 | |
| SPIKE STUDIO | ||||||||
| PO BOX 570765 | ATLANTA | GA | 30357 | NONE | 501(C)3 | EDUCATIONAL | $2,500 | |
| UMANA FOUNDATION | ||||||||
| 2247 W CHICAGO AVE | CHICAGO | IL | 60622 | NONE | 501(C)3 | COMMUNITY WELL-BEING | $10,000 | |
| UNIVERSITY OF NORTH GEORGIA FOUNDATION INC | ||||||||
| 60 W MAIN ST | DAHLONEGA | GA | 30533 | NONE | 501(C)3 | EDUCATIONAL | $2,500 | |
| WINSHIP CANCER INSTITUTE | ||||||||
| 1365 CLIFTON ROAD NE | ATLANTA | GA | 30322 | NONE | 501(C)3 | EDUCATIONAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,992 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,863 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,855 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,855 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPER CARRY INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE STREET NE STE 2400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303031740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $101,937 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $152,619 | EOYBookValueAmt |
| EOYFMV | $275,869 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEUBERGER & BERMAN-INVEST.FEES | CategoryTxt |
| Amt | $1,937 | Amt |
| Net Investment Income | $1,937 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPER CARRY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE ST NE SUITE 2400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $1,373 | $0 | $0 |
| FOREIGN TAX | $6 | $6 | $0 |
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