TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
GLADYS & IRVING COOPERSMITH CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)NEUBERGER BERMAN TRUST CO N A P O
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19899

A Employer identification number

32-6052002

B Telephone number (see instructions)

(302) 830-4352

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$6,619,628J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	129,130		126,107
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		41,138
b	Gross sales price for all assets on line 6a 2,085,849
7	Capital gain net income (from Part IV, line 2)...			41,138
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	170,268		167,245
13	Compensation of officers, directors, trustees, etc.	63,956		36,455		27,501
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		5,202	1,617		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		10,911	119		10,792
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	80,069		38,191	0	38,293
25	Contributions, gifts, grants paid.......	175,000				175,000
26	Total expenses and disbursements. Add lines 24 and 25	255,069		38,191	0	213,293
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-84,801
b	Net investment income (if negative, enter -0-)			129,054
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	303,579	203,745	203,745
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	454,450	205,038	208,739
	b	Investments—corporate stock (attach schedule).......	4,352,744	4,613,552	6,156,243
	c	Investments—corporate bonds (attach schedule).......	45,625	45,625	50,901
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,156,398	5,067,960	6,619,628
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	5,156,398	5,067,960
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	5,156,398	5,067,960
	30	Total liabilities and net assets/fund balances (see instructions).	5,156,398	5,067,960

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

5,156,398

Enter amount from Part I, line 27a .....................

-84,801

Other increases not included in line 2 (itemize) bullet

1,439

Add lines 1, 2, and 3 ..........................

5,073,036

Decreases not included in line 2 (itemize) bullet

5,076

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

5,067,960

Form 990-PF (2020)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	50. MICROSOFT CORP COM		2013-08-02	2020-01-09
b	25. BOEING CO		2019-01-07	2020-01-13
c	50000. EXELON GENERATION CO LLC SR NT CALLABL		2019-03-08	2020-01-15
d	50000. FEDERAL HOME LOAN BANK CALLABLE @ 10		2017-08-28	2020-02-06
e	1100. CISCO SYS INC		2012-10-19	2020-02-07
	75000. FEDERAL FARM CREDIT BANK 2.099% 02/1		2019-10-01	2020-02-10
	300. COMERICA INC		2017-01-18	2020-02-18
	60000. AUTODESK INC SENIOR NOTES CALLABLE @		2015-06-17	2020-03-04
	350. BLACK KNIGHT INC		2019-03-18	2020-03-04
	150. ALEXION PHARMACEUTICALS INC		2019-07-24	2020-03-06
	250. FOOT LOCKER INC		2019-05-28	2020-03-06
	100. HYATT HOTELS CORP CL A		2016-11-30	2020-03-09
	50. PIONEER NAT RES CO		2019-10-21	2020-03-10
	250. FOOT LOCKER INC		2019-05-28	2020-03-11
	650. FOOT LOCKER INC		2018-09-13	2020-03-11
	250. HYATT HOTELS CORP CL A		2016-11-30	2020-03-11
	1450. UMPQUA HOLDINGS CORP		2016-06-24	2020-03-11
	200. CSX CORP		2019-05-01	2020-03-12
	350. CITIGROUP INC COM NEW		2019-07-02	2020-03-12
	225. CRACKER BARREL OLD COUNTRY STORE INC		2019-07-23	2020-03-12
	250. GILEAD SCIENCES INC		2017-05-26	2020-03-13
	50000. FEDERAL FARM CREDIT BANK CALLABLE @		2016-04-14	2020-03-16
	1400. FLOWERS FOODS INC		2018-01-31	2020-03-16
	1500. INTERPUBLIC GROUP OF COS INC		2017-08-24	2020-03-16
	100. WALT DISNEY CO (HOLDING CO)		2019-01-09	2020-03-18
	150. GENERAL DYNAMICS CORPORATION		2016-07-25	2020-03-18
	250. GILEAD SCIENCES INC		2017-05-26	2020-03-18
	100. VISA INC		2018-04-09	2020-03-18
	1000. BLACKSTONE MORTGATE TRUST INC NEW		2014-09-19	2020-03-23
	1250. OUTFRONT MEDIA INC COM		2018-05-02	2020-03-23
	900. VISTRA ENERGY CORP		2019-05-15	2020-03-23
	1000. DOUGLAS EMMETT INC		2016-05-27	2020-03-27
	750. CENTERPOINT ENERGY INC		2010-08-06	2020-04-02
	600. CITIGROUP INC COM NEW		2019-07-08	2020-04-15
	50000. FEDERAL FARM CREDIT BANK CALLABLE @		2020-01-15	2020-04-21
	100. WAL MART STORES INC		2017-04-05	2020-04-22
	50000. FEDERAL FARM CREDIT BANK CALLABLE @		2020-01-22	2020-04-23
	750. ONEOK INC NEW		2018-04-05	2020-04-23
	50000. AMGEN INC CALLABLE @ 100.00 04/01/20		2015-10-14	2020-05-01
	1300. WEYERHAEUSER CO		2019-06-07	2020-05-05
	75000. FEDERAL HOME LOAN BANK QUARTERLY US LIB		2019-10-08	2020-05-08
	75000. WISCONSIN ENERGY CORP SR NT 2.45% 06/		2018-01-22	2020-05-15
	300. EOG RES INC		2015-08-24	2020-05-19
	750. HARTFORD FINL SVCS GROUP INC		2019-01-24	2020-05-22
	100. NEXTERA ENERGY INC		2013-06-07	2020-06-09
	100. MICROSOFT CORP COM		2013-08-02	2020-06-10
	30000. LOCKHEED MARTIN CORP CALLABLE @ 100.		2018-11-02	2020-06-16
	50. APPLE COMPUTER INC COM		2015-04-08	2020-06-17
	1000. SUNCOR ENERGY INC NEW		2016-05-27	2020-06-17
	100. WATERS CORPORATION		2018-04-04	2020-06-26
	1500. ISHARES GOLD TRUST		2020-06-22	2020-06-30
	75000. CROWN CASTLE INTL CORP CALLABLE @ 10		2016-10-19	2020-07-06
	500. ALLIANT ENERGY CORP		2010-02-02	2020-07-07
	50000. WELLS FARGO & CO 2.6% 07/22/2020		2019-05-01	2020-07-22
	1500. ISHARES GOLD TRUST		2020-06-22	2020-07-31
	50000. RALPH LAUREN CORP SR UNSECURED 2.625%		2015-08-13	2020-08-18
	1500. ISHARES GOLD TRUST		2020-06-22	2020-08-31
	350. WAL MART STORES INC		2017-04-05	2020-09-10
	75000. FEDERAL HOME LOAN BANK CALLABLE @ 10		2019-12-05	2020-09-11
	75000. ANALOG DEVICES INC 2.95% 01/12/2021		2018-03-16	2020-09-25
	1500. ISHARES GOLD TRUST		2020-06-22	2020-09-30
	550. MAXIM INTEGRATED PRODS INC		2015-09-25	2020-09-30
	400. REALPAGE INC		2020-03-04	2020-09-30
	800. EXELON CORP		2017-10-06	2020-10-02
	200. ASTRAZENECA PLC		2019-01-16	2020-10-14
	25. HOME DEPOT INC		2018-11-01	2020-10-14
	50. J P MORGAN CHASE & CO		2013-07-15	2020-10-14
	150. RIO TINTO PLC		2017-05-05	2020-10-14
	200. TAIWAN SEMICONDUCTOR MFG CO		2018-01-03	2020-10-14
	100. WEC ENERGY GROUP INC		2016-02-10	2020-10-14
	50. WAL MART STORES INC		2018-02-20	2020-10-14
	20000. LOCKHEED MARTIN CORP CALLABLE @ 100.		2018-11-02	2020-10-23
	1500. ISHARES GOLD TRUST		2020-06-22	2020-10-31
	550. COCA-COLA CO COM		2019-02-25	2020-11-12
	1500. ISHARES GOLD TRUST		2020-06-22	2020-11-30
	200. PAYCHEX INC		2016-11-29	2020-12-03
	75000. FEDERAL FARM CREDIT BANK 2.21088% 12		2019-09-12	2020-12-11
	75000. FEDERAL FARM CREDIT BANK CALLABLE @		2020-07-29	2020-12-28
	1500. ISHARES GOLD TRUST		2020-06-22	2020-12-31
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	8,094	1,590	6,504
b	8,264	8,192	72
c	50,000	49,961	39
d	50,000	50,000
e	52,830	19,986	32,844
	75,000	75,000
	18,598	19,957	-1,359
	60,276	60,000	276
	24,486	18,346	6,140
	13,665	18,209	-4,544
	7,522	11,031	-3,509
	6,414	5,140	1,274
	3,524	6,225	-2,701
	6,316	11,031	-4,715
	16,422	30,606	-14,184
	15,281	12,850	2,431
	16,619	22,458	-5,839
	10,607	15,854	-5,247
	15,434	24,612	-9,178
	21,542	38,152	-16,610
	17,520	16,127	1,393
	50,000	50,000
	30,644	27,442	3,202
	23,344	29,885	-6,541
	7,971	11,230	-3,259
	17,791	21,562	-3,771
	19,424	16,127	3,297
	14,071	11,926	2,145
	14,812	27,730	-12,918
	10,230	23,355	-13,125
	11,721	22,066	-10,345
	29,799	31,462	-1,663
	10,577	11,099	-522
	26,236	42,727	-16,491
	50,000	50,000
	13,088	7,177	5,911
	50,000	49,988	12
	21,504	38,665	-17,161
	50,000	49,706	294
	23,068	30,966	-7,898
	75,000	74,982	18
	75,000	74,956	44
	15,437	20,854	-5,417
	27,670	34,943	-7,273
	25,703	7,809	17,894
	19,453	3,179	16,274
	30,230	29,464	766
	17,708	6,278	11,430
	17,891	27,497	-9,606
	17,333	20,084	-2,751
	5	5
	76,509	74,927	1,582
	24,188	7,856	16,332
	50,000	49,937	63
	5	5
	50,000	49,991	9
	6	5	1
	48,541	25,119	23,422
	75,000	75,000
	75,610	74,679	931
	6	5	1
	37,477	17,915	19,562
	23,126	25,193	-2,067
	28,783	30,448	-1,665
	10,666	7,156	3,510
	7,150	4,486	2,664
	5,046	2,740	2,306
	9,171	5,836	3,335
	17,788	8,334	9,454
	9,917	5,643	4,274
	7,206	4,738	2,468
	20,000	19,643	357
	6	5	1
	29,089	24,708	4,381
	6	5	1
	18,662	11,889	6,773
	75,000	74,982	18
	75,000	74,970	30
	6	5	1
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761
			17,761

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			6,504
b			72
c			39
d
e			32,844

			-1,359
			276
			6,140
			-4,544
			-3,509
			1,274
			-2,701
			-4,715
			-14,184
			2,431
			-5,839
			-5,247
			-9,178
			-16,610
			1,393

			3,202
			-6,541
			-3,259
			-3,771
			3,297
			2,145
			-12,918
			-13,125
			-10,345
			-1,663
			-522
			-16,491

			5,911
			12
			-17,161
			294
			-7,898
			18
			44
			-5,417
			-7,273
			17,894
			16,274
			766
			11,430
			-9,606
			-2,751

			1,582
			16,332
			63

			9
			1
			23,422

			931
			1
			19,562
			-2,067
			-1,665
			3,510
			2,664
			2,306
			3,335
			9,454
			4,274
			2,468
			357
			1
			4,381
			1
			6,773
			18
			30
			1

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	41,138
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

Form 990-PF (2020)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	1,794
c	All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	1,794
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,794
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	1,200
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	1,100
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,300
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	9
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	497
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax497	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

NEUBERGER BERMAN TRUST COMPANY NA Telephone no. bullet

(302) 830-4352

Located at bullet

PO BOX 396WILMINGTONDE ZIP+4 bullet

19899

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2020?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2020.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
NEUBERGER BERMAN TRUST COMPANY N A	TRUSTEE 2	45,058
PO BOX 396 WILMINGTON,DE19899	TRUSTEE 2	45,058
ARTHUR ANDERMAN	CO-TRUSTEE 2	9,449
39 WENSLEY DRIVE GREAT NECK,NY11021	CO-TRUSTEE 2	9,449
ALBERT PANICCIA	CO-TRUSTEE 2	9,449
6 CLOVER COURT MUTTONTOWN,NY11732	CO-TRUSTEE 2	9,449

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	NONE
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,908,643

Average of monthly cash balances.......................

267,701

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

6,176,344

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

6,176,344

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

92,645

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

6,083,699

Minimum investment return. Enter 5% of line 5..................

304,185

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

304,185

Tax on investment income for 2020 from Part VI, line 5......

1,794

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

1,794

Distributable amount before adjustments. Subtract line 2c from line 1............

302,391

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

302,391

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

302,391

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

213,293

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

213,293

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

213,293

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					302,391
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	117,317
b From 2016......	92,671
c From 2017......	103,951
d From 2018......	123,710
e From 2019......	0
fTotal of lines 3a through e........		437,649
4Qualifying distributions for 2020 from Part
XII, line 4: $ 213,293
a Applied to 2019, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2020 distributable amount.....					213,293
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2020.		89,098			89,098
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		348,551
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		28,219
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		320,332
10 Analysis of line 9:
a Excess from 2016....	92,671
b Excess from 2017....	103,951
c Excess from 2018....	123,710
d Excess from 2019....	0
e Excess from 2020....	0

Form 990-PF (2020)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2020)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
YAD LAKASHISH SHIVTEI ISRAEL ST 14 JERUSALEM 9100001 IS	NONE	EOF	CHARITABLE	25,000
IRANIAN AMERICAN JEWISH FEDERATION 770 MIDDLE NECK ROAD SUITE 5P GREAT NECK,NY11024	NONE	EOF	CHARITABLE	150,000
Total ................................. 3a				175,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2020)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities....			14	129,130
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	41,138
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				170,268

13Total. Add line 12, columns (b), (d), and (e)..................

170,268

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 OtherDecreasesSchedule

Name:

GLADYS & IRVING COOPERSMITH CHARITABLE TRUST

EIN:

32-6052002

Description	Amount
PURCHASE OF ACCRUED INTEREST C/O TO NY	27
TAX COST ADJUSTMENT	5,049

- TIN:

TY 2020 OtherExpensesSchedule

Name:

GLADYS & IRVING COOPERSMITH CHARITABLE TRUST

EIN:

32-6052002

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
ADR FEES	80	80	0
INVESTMENT EXPENSES	39	39	0
NY LAW JOURNAL AD	160	0	160
NY AG FILING FEE	250	0	250
REIMBURSEMENT FOR TRAVEL EXPEN	10,382	0	10,382

- TIN:

TY 2020 OtherIncreasesSchedule

Name:

GLADYS & IRVING COOPERSMITH CHARITABLE TRUST

EIN:

32-6052002

Description	Amount
DEFERRED INCOME FROM WSC	944
PURCHASE OF ACCRUED INTEREST C/O FROM PY	495

- TIN:

TY 2020 TaxesSchedule

Name:

GLADYS & IRVING COOPERSMITH CHARITABLE TRUST

EIN:

32-6052002

Category	Amount	Net Investment Income
FOREIGN TAXES PAID	1,617	1,617
PRIOR YEAR EXCISE TAXES DUE	2,385	0
ESTIMATED EXCISE TAXES PAID	1,200	0