COOPER CARRY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- COOPER CARRY CHARITABLE FOUNDATION INC (EIN 58-2358064)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349102936
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T14:13:42-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 5909 PEACHTREE DUNWOODY RD STE 800 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | 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 | 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 KEVIN R CANTLEY TRUSTEE | 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 NO 2400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN CANTLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4042372000 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD K BABUSH | PreparerPersonNm |
| PTIN | P00014912 | PTIN |
| Phone | 7702611900 | PhoneNum |
| Preparation | 2018-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $310,574 | 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 | $105,202 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,381 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,381 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,274 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,251 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,274 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $126,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,655 | 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 |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,502 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,502 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,802 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,602 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,802 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,853 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,373 | CashBOYAmt |
| Cash EOY | $10,002 | CashEOYAmt |
| Cash EOYFMV | $10,002 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,080 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $82,890 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,890 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $69,091 | CorporateStockBOYAmt |
| Corporate Stock EOY | $87,870 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $214,512 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,133 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,170 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,170 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $109,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $183,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $310,574 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $109,677 | RetainedEarningBOYAmt |
| Retained Earning EOY | $183,932 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $183,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $109,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $183,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $183,932 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $183,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 65 SHS WALT DISNEY | 2000-04-18 | 2017-09-08 | $6,289 | $2,526 | $3,763 | $3,763 | |
| 40 SHS JOHNSON & JOHNSON | 1998-12-18 | 2017-09-08 | $5,270 | $1,043 | $4,227 | $4,227 | |
| 50 SHS JP MORGAN CHASE | 2004-01-08 | 2017-08-10 | $4,636 | $1,952 | $2,684 | $2,684 | |
| 75 SHS NIKE | 1998-05-04 | 2017-09-08 | $3,923 | $460 | $3,463 | $3,463 | |
| 55 SHS PROCTOR AND GAMBLE | 2003-12-11 | 2017-09-08 | $5,105 | $1,996 | $3,109 | $3,109 | |
| BANK OF AMERICA SETTLEMENT | 2017-11-22 | 2017-11-22 | $28 | $28 | $28 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,274 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,561 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $213,514 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.232121 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,048 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $201,583 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.233393 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,460 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $217,356 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.126337 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,941 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $201,059 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.114101 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,645 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $205,122 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.183525 | DistributionYr5Rt |
| Total Distribution | 0.889477 | TotalDistributionRt |
| Average Distribution | 0.177895 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $221,323 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,372 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $179 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,551 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $179 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $179 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $179 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $611 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $611 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $432 | OverpaymentAmt |
| Applied To ES Tax | $432 | 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 | 0 | 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 | KEVIN CANTLEYSHERRY WILSON | 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 |
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 |
| ANDREA SCHAUB | ||||||||
| 8617 BRADGATE ROAD | ALEXANDRIA | VA | 22308 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KIM ROSSEAU | ||||||||
| 2138 BLACK FOX DR NE | ATLANTA | GA | 30345 | 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 | $193,153 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $224,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $224,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $221,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $179 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $179 | TotalTaxAmt |
| Distributable Before Adj | $10,887 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,887 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,887 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $48,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $179 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,621 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,887 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,689 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,894 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,189 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,973 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,905 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $133,650 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,887 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,913 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $171,563 | 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 | $27,689 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $143,874 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,894 | ExcessFromYear4Amt |
| Excess From Year3 | $17,189 | ExcessFromYear3Amt |
| Excess From Year2 | $36,973 | ExcessFromYear2Amt |
| Excess From Year1 | $38,905 | ExcessFromYear1Amt |
| Excess From Current Year | $37,913 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 3380 CHASTAIN MEADOWS PKWY 200 | KENNESAW | GA | 30144 | NONE | 501(C)3 | CANCER RESEARCH | $1,000 |
| ATLANTA PARTNERS FOR EDUCATION | |||||||
| 235 ANDREW YOUNG INTL BLVD NW | ATLANTA | GA | 30303 | NONE | 501(C)3 | EDUCATIONAL | $1,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 111 MICHIGAN AVE MW | WASHINGTON | DC | 20010 | NONE | 501(C)3 | MEDICAL/RESEARCH | $3,500 |
| COALITION FOR SMARTER GROWTH | |||||||
| 316 F STREET NE SUITE 200 | WASHINGTON | DC | 20002 | NONE | 501(C)3 | EDUCATIONAL | $2,500 |
| FULTON EDUCTAION FOUNDATION | |||||||
| 6201 POWERS FERRY RD NW | ATLANTA | GA | 30339 | NONE | 501(C)3 | EDUCATIONAL | $2,500 |
| GEORGIA TECH FOUNDATION | |||||||
| 760 SPRING STREET NW 400 | ATLANTA | GA | 30308 | NONE | 501(C)3 | EDUCTAIONAL | $10,000 |
| HIGHER ACHIEVEMENT | |||||||
| 1701 K STREET NW STE 625 | WASHINGTON | DC | 20006 | NONE | 501(C)3 | EDUCATIONAL | $5,000 |
| POLYTECHNIC FOUNDATION OF KSU | |||||||
| 3391 TOWN POINT DR NW | KENNESAW | GA | 30144 | NONE | 501(C)3 | EDUCATIONAL | $3,000 |
| ROCKBRIDGEROCK THE ROAD | |||||||
| 4100 REGENT STREET STE G | COLUMBUS | OH | 43219 | NONE | 501(C)3 | CANCER RESEARCH | $5,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 5463 PEACHTREE ROAD | CHAMBLEE | GA | 30341 | NONE | 501(C)3 | POVERTY ADVOCACY | $2,500 |
| UNIVERSITY OF TENNESSEE | |||||||
| 600 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | NONE | 501(C)3 | EDUCATIONAL | $2,500 |
| WINSHIP CANCER INSTITUTE | |||||||
| 1365 CLIFTON ROAD NE | ATLANTA | GA | 30322 | NONE | 501(C)3 | MEDICAL | $5,000 |
| WOODRUFF ARTS CENTER | |||||||
| 1280 PEACHTREE STREET | ATLANTA | GA | 30309 | NONE | 501(C)3 | CIVIC & CULTURAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,381 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,274 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,655 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,655 | 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 | 3520 PIEDMONT RD NE SUITE 200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303051595 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $105,202 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOIUNTING FEES | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - SEE ATTACHED | StockNm |
| EOY Book Value | $87,870 | EOYBookValueAmt |
| EOYFMV | $214,512 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2015 RECEIVABLE FROM CCI | $2,338 | $2,338 | $2,338 |
| 2016 RECEIVABLE FROM CCI | $795 | $795 | $795 |
| DIVIDEND RECEIVABLE | $37 | $37 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEUBERGER & BERMAN-INVEST.FEES | CategoryTxt |
| Amt | $3,502 | Amt |
| Net Investment Income | $3,502 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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