Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
COOPER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 131387
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL352136387
A Employer identification number

38-4098203
B Telephone number (see instructions)

(205) 871-6800
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,949,229J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,008,834
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 98,415 97,228  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,575,677
b Gross sales price for all assets on line 6a 2,729,982
7 Capital gain net income (from Part IV, line 2)... 1,575,677
8 Net short-term capital gain.........  
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)....... Click to see attachment 315 315  
12 Total. Add lines 1 through 11........ 2,683,241 1,673,220  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,930 3,465   3,465
c Other professional fees (attach schedule).... Click to see attachment 18,781 18,781   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,857 2,857   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,707 7,707   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,275 32,810   3,465
25 Contributions, gifts, grants paid....... 174,500 174,500
26 Total expenses and disbursements. Add lines 24 and 25 210,775 32,810   177,965
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,472,466
b Net investment income (if negative, enter -0-) 1,640,410
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 115,316 22,815 22,815
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,529,935 Click to see attachment3,082,004 4,360,897
c Investments—corporate bonds (attach schedule)....... 106,199 Click to see attachment467,732 463,372
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 50,745 Click to see attachment102,150 102,145
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,802,195 3,674,701 4,949,229
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,802,195 3,674,701
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 1,802,195 3,674,701
30 Total liabilities and net assets/fund balances (see instructions). 1,802,195 3,674,701
Part III
Analysis of Changes in Net Assets or Fund Balances
1
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) ...............
1
1,802,195
2
Enter amount from Part I, line 27a .....................
2
2,472,466
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,274,661
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
599,960
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,674,701
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY TRADED SECURITIES - ST      
b PUBLICLY TRADED SECURITIES - LT      
c SKYKNIGHT INCOME II LLC - ST P 2021-01-01 2021-12-31
d SKYKNIGHT INCOME II LLC - LT P 2020-01-01 2021-12-31
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 250,155   236,497 13,658
b 2,417,612   917,808 1,499,804
c 534     534
d 232     232
e 61,449     61,449
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       13,658
b       1,499,804
c       534
d       232
e       61,449
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,575,677
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 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 22,802
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 22,802
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 14,153
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 14,700
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,853
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,051
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet6,051 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
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?................
    6
     
    No
    7
    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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    b
    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 .
    8b
    Yes
     
    9
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    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 .............
    11
     
    No
    12
    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.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (205) 871-6800

    Located atbulletPO BOX 131387BIRMINGHAMAL ZIP+4bullet352136387
    15
    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
    15
     
    16 At any time during calendar year 2021, 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 VI-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
    No
    1a
    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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    b
    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 ..........
    1b
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    No
    2
    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)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    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.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    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 ........
    5b
    Yes
     
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    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? .........................
    8
     
    No
    Part VII
    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-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILEY H COOPER IV PRESIDENT, TREASURER, DIRE
    0.20     		0 0 0
    806 SIMS AVE
    BIRMINGHAM,AL352132514
    TANYA MELTON COOPER VICE PRESIDENT, DIRECTOR
    0.20     		0 0 0
    806 SIMS AVE
    BIRMINGHAM,AL352132514
    WILEY H COOPER V DIRECTOR
    0.10     		0 0 0
    806 SIMS AVE
    BIRMINGHAM,AL352132514
    DAWSON DRINKARD COOPER DIRECTOR
    0.10     		0 0 0
    806 SIMS AVE
    BIRMINGHAM,AL352132514
    DAVID WYETH COOPER DIRECTOR
    0.10     		0 0 0
    806 SIMS AVE
    BIRMINGHAM,AL352132514
    GRIFFIIN DEAN COOPER DIRECTOR
    0.10     		0 0 0
    806 SIMS AVE
    BIRMINGHAM,AL352132514
    CARLTON RAMONA COOPER SECRETARY, DIRECTOR
    0.20     		0 0 0
    806 SIMS AVE
    BIRMINGHAM,AL352132514
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,745,253
    b
    Average of monthly cash balances.......................
    1b
    54,339
    c
    Fair market value of all other assets (see instructions)................
    1c
    102,145
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,901,737
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,901,737
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    58,526
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,843,211
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    192,161
    Part X
    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.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    192,161
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    22,802
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,802
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    169,359
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    169,359
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    169,359
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 169,359
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 29,765
    d From 2019...... 50,662
    e From 2020...... 4,553
    f Total of lines 3a through e ........ 84,980
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 177,965
    a Applied to 2020, 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 2021 distributable amount..... 169,359
    e Remaining amount distributed out of corpus 8,606
    5 Excess distributions carryover applied to 2021. 0 0
    (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 93,586
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		93,586
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 29,765
    c Excess from 2019.... 50,662
    d Excess from 2020.... 4,553
    e Excess from 2021.... 8,606
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    WILEY H COOPER IV
    TANYA MELTON COOPER
    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
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WILEY H COOPER IV
    806 SIMS AVE
    BIRMINGHAM,AL35213
    (205) 871-6800
    bThe form in which applications should be submitted and information and materials they should include:
    THE DIRECTORS OF THE FOUNDATION ARE WORKING TO DEVELOP THE SPECIFICS OF THE FOUNDATION'S SELECTION PROCESS, FORMS FOR CONTRIBUTION REQUESTS, AND OVERSIGHT PROCESSES.
    cAny submission deadlines:
    CONTACT THE ORGANIZATION FOR MORE INFORMATION.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ANY CHARITABLE ORGANIZATION WITH A CHRISTIAN-BASED MISSION OR SIMILAR FOCUS THAT MAKES A DONATION REQUEST WILL BE CONSIDERED FOR FUNDING BY THE FOUNDATION. DIRECTORS WILL CONDUCT SITE VISITS TO CHARITABLE OPERATIONS, AS WELL AS CONDUCT INTERVIEWS WITH CHARITABLE OPERATORS, TO ENSURE CONSISTENCY BETWEEN THE MISSION OF THE FOUNDATION AND THE AIMS OF THE GIVEN CHARITABLE ORGANIZATION.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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)
    aPaid during the year
    ALABAMA COASTAL FOUNDATION
    PO BOX 1073
    MOBILE,AL36633     		  PC TO IMPROVE AND PROTECT ALABAMA'S COASTAL ENVIRONMENT THROUGH COOPERATION, EDUCATION, AND PARTICIPATION. 5,000
    ALABAMA WILDLIFE FEDERATION
    3050 LANARK RD
    MILLBROOK,AL36054     		  PC TO PROMOTE THE CONSERVATION AND WISE USE OF OUR WILDLIFE AND NATURAL RESOURCES AND TO ENSURE A HIGH QUALITY OF LIFE FOR FUTURE GENERATIONS OF ALABAMIANS 5,000
    AMERICAN RED CROSS - MIDWEST TORNADOS
    431 EIGHTEENTH STREET NW
    WASHINGTON,DC20006     		  PC TO BRING SHELTER, FOOD AND COMFORT TO THOSE AFFECTED BY DISASTERS. 10,000
    BREAST CANCER RESEARCH FOUNDATION OF ALABAMA
    1802 6TH AVE S STE NP2519
    BIRMINGHAM,AL35233     		  PC TO HELP FIND A CURE FOR BREAST CANCER BY FUNDING PROMISING BREAST CANCER RESEARCH AND TO RAISE COMMUNITY AWARENESS AND FUNDING FOR THAT RESEARCH. 5,000
    CALVIN COLLEGE
    3201 BURTON ST SE
    GRAND RAPIDS,MI49546     		  PC TO EQUIP STUDENTS TO THINK DEEPLY, ACT JUSTLY, AND TO LIVE WHOLEHEARTEDLY AS CHRIST'S AGENTS OF RENEWAL IN THE WORLD 20,000
    CAMP ALPINE
    138 COUNTY ROAD 619
    MENTONE,AL35984     		  NC SUMMER CAMP SCHOLARSHIPS FOR CAMPERS 25,000
    COMMUNITY MINISTRY FOR GIRLS
    2 PERIMETER PARK S NO 550
    BIRMINGHAM,AL35243     		  PC TO PREPARE YOUNG GIRLS TO BECOME GODLY WOMEN WHO IMPACT THEIR SPHERES OF LIFE FOR CHRIST 1,500
    GOLD COUNTRY WILDLIFE RESCUE
    PO BOX 4162
    AUBURN,CA95604     		  PC REHABILITATION AND RELEASE OF INJURED AND ORPHANED WILDLIFE. 10,000
    JH OUTBACK BIRMINGHAM
    402 OFFICE PARK DRIVE SUITE 310
    BIRMINGHAM,AL35223     		  PC TO SEE COMMUNITIES TRANSFORMED AROUND THE WORLD 2,500
    LEGACY
    NEED ADDRESS
    NEED ADDRESS,AL35233     		  PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2,500
    MISSION TO THE WORLD
    2901 N SANTIAGO BLVD
    ORANGE,CA92867     		  PC TO SPREAD THE GOSPEL THROUGHOUT THE WORLD 2,500
    MODERN DAY MISSIONS
    4303 ROSE GARRISON LN
    ARLINGTON,TX76005     		  PC TO PROVIDE SERVICES THAT ENABLE MISSIONARIES TO RAISE FINANCIAL SUPPORT SO THEY CAN FULFILL THE CALLING OF TAKING JESUS CHRIST TO THE NATIONS. 4,000
    NO KILL LA (NKLA)
    1845 PONTIUS AVENUE
    LOS ANGELES,CA90025     		  PC TO END THE KILLING OF DOGS AND CATS IN SHELTERS THROUGHOUT LOS ANGELES. 5,000
    REFORMED UNIVERSITY FELLOWSHIP
    1700 N BROWN RD STE 104
    LAWRENCEVILLE,GA30043     		  PC BUILDING RELATIONSHIPS AND SHARING THE JOY OF THE GOSPEL WITH COLLEGE STUDENTS 9,500
    RESTORE MINISTRIES OF BIRMINGHAM INC
    402 OFFICE PARK DR STE 300-A
    MOUNTAIN BRK,AL35223     		  PC OFFERS HOPE TO MEN, WOMEN, AND CHILDREN IN NEED OF SPIRITUAL AND RELATIONAL RESTORATION BY PROVIDING EXPERIENCED AND PROFESSIONAL COUNSELING SERVICES 2,500
    ROOTED MINISTRIES
    2017 6TH AVE N
    BIRMINGHAM,AL35203     		  PC YOUTH MINISTRY 50,000
    SAVE THE MANATEE
    533 VERSAILLES DR SUITE 100
    MAITLAND,FL32751     		  PC TO PROTECT IMPERILED MANATEES AND THEIR AQUATIC HABITAT WORLDWIDE FOR FUTURE GENERATIONS. 2,000
    UNBOUND GRACE
    1764 SHADES VIEW LN
    VESTAVIA HILLS,AL35216     		  PC TO POINT PEOPLE BOUND BY ADDICTION TO GODS UNBOUND GRACE THROUGH COUNSELING, DISCIPLESHIP AND COMMUNITY. 5,000
    UNLESS U
    737 CHESTNUT ST
    VESTAVIA HILLS,AL35216     		  PC TO SERVE ADULTS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES THROUGH CONTINUING EDUCATION, LIFE SKILLS, AND SOCIAL SKILLS 5,000
    URBAN PROMISE
    27 N 36TH STREET
    CAMDEN,NJ08105     		  PC TO EQUIP CHILDREN AND YOUNG ADULTS WITH THE SKILLS NECESSARY FOR ACADEMIC ACHIEVEMENT, LIFE MANAGEMENT, SPIRITUAL GROWTH, AND CHRISTIAN LEADERSHIP. 2,500
    Total .................................bullet 3a 174,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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
    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 ....          
    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 1,575,677  
    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) .. 0 1,674,407 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,674,407
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    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
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    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
    2a
    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? ...........
    b
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    COOPER FAMILY FOUNDATION
     
    Employer identification number

    38-4098203
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    COOPER FAMILY FOUNDATION
          		Employer identification number
    38-4098203
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    WILEY H COOPER IV AND TANYA MELTON
    806 SIMS AVE
     
    BIRMINGHAM, AL35213

    		$ 499,191


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    WILEY H COOPER IV AND TANYA MELTON
    806 SIMS AVE
     
    BIRMINGHAM, AL35213

    		$ 331,023


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    WILEY H COOPER IV AND TANYA MELTON
    806 SIMS AVE
     
    BIRMINGHAM, AL35213

    		$ 178,620


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    COOPER FAMILY FOUNDATION
          		Employer identification number

    38-4098203
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1158 SHARES VANGUARD $ 499,191 2021-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 700 SHARES AMETEK AND 361 SHARES CHARTER COMMUNICATIONS $ 331,023 2021-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 1000 SHARES NEXTERA ENERGY AND 500 SHARES APPLE $ 178,620 2021-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    COOPER FAMILY FOUNDATION
          		Employer identification number

    38-4098203
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    COOPER FAMILY FOUNDATION
    EIN:
    38-4098203
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,930 3,465   3,465

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    COOPER FAMILY FOUNDATION
    EIN:
    38-4098203
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    CAMP ALPINE
          		138 COUNTY ROAD 619
    MENTONE,AL35984     		2021-12-23 25,000 SCHOLARSHIPS FOR CAMPERS TUITION TO ATTEND SUMMER CAMP THAT ARE UNABLE TO AFFORD IT. 25,000 NO 09/23/22 2022-09-23 ALL FUNDS WERE SPENT ACCORDING TO PLAN.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    COOPER FAMILY FOUNDATION
    EIN:
    38-4098203
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PIMCO INCM INST CL 88,201 88,177
    PIMCO SHORT-TERM INST 146,405 145,342
    SCHWAB TREASURY INFL PRO 59,846 59,670
    VANGUARD GNMA ADM 173,280 170,183

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    COOPER FAMILY FOUNDATION
    EIN:
    38-4098203
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 31,583 45,740
    ABBVIE INC 13,187 43,870
    ACCENTURE PLC 30,981 57,208
    ALPHABET INC 26,912 49,250
    AMAZON.COM INC 27,430 36,678
    AMETEK INC 36,929 102,928
    APPLE INC 37,633 137,972
    AT&T INC 36,551 30,627
    BERKSHIRE HATHAWAY 34,570 45,747
    BLACKSTONE INC 22,202 45,804
    BRISTOL-MYERS SQUIBB 35,727 33,856
    CATERPILLAR, INC 31,572 37,213
    CHARTER COMMUNICATION 76,262 235,361
    CHEVRON CORP 35,627 44,828
    CISCO SYSTEMS INC 35,535 49,429
    COLGATE-PALMOLIVE CO 32,901 36,781
    DEERE & CO 27,830 40,461
    DOLLAR GENERAL CORP 29,985 38,676
    GOLDMAN SACHS GROUP 30,978 45,141
    HOME DEPOT 8,764 49,801
    IBM CORP 34,911 37,959
    INTEL CORP 13,979 34,247
    JOHNSON & JOHNSON 35,675 38,491
    JP MORGAN CHASE & CO 33,467 40,063
    LOCKHEED MARTIN CORP 11,422 37,318
    MASTERCARD INC 31,174 37,369
    MATTHEWS PACIFIC TIGER 229,265 192,788
    MCDONALD'S CORP 14,712 45,036
    MICROSOFT CORP 10,953 50,112
    NEXTERA ENERGY INC 32,821 135,372
    NVIDIA CORP 16,376 46,469
    ORACLE CORP 32,423 48,227
    PEPSICO INC 33,887 43,949
    QUALCOMM INC 30,318 42,060
    RAYTHEON TECHNOLOGIES 35,305 43,374
    SCHWAB FDMTL INTL SM CO 218,188 228,164
    SCHWAB FUNDAMENTAL EMERG MKTS 220,699 231,629
    SCHWAB INTERNATIONAL IND 204,396 232,334
    SCHWAB SMALL CAP INDEX 270,314 305,265
    SCHWAB US MID-CAP INDEX 264,480 336,700
    SHERWIN WILLIAMS CO 35,519 50,711
    STRYKER CORP 32,391 39,578
    TARGET CORP 25,492 41,659
    THE COCA-COLA CO 35,435 42,098
    TJX COMPANIES INC 32,691 39,327
    TRUIST FINL CORP 35,100 39,931
    UNITED INSURANCE HLD 150,352 145,377
    VANGUARD S&P 500 ETF 251,726 479,790
    VISA INC 32,514 36,841
    WALT DISNEY CO 32,860 31,288

    TY 2021 InvestmentsOtherSchedule2
    Name:
    COOPER FAMILY FOUNDATION
    EIN:
    38-4098203
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT IN SKYNIGHT II FMV 102,150 102,145

    TY 2021 OtherDecreasesSchedule
    Name:
    COOPER FAMILY FOUNDATION
    EIN:
    38-4098203
    Description Amount
    BOOK/TAX DIFFERENCE DUE TO STEP UP IN BASIS ON DONATED SECURITIES 597,403
    PRIOR YEAR CHANGES 2,000
    BOOX/TAX DIFFERENCE 557


    TY 2021 OtherExpensesSchedule
    Name:
    COOPER FAMILY FOUNDATION
    EIN:
    38-4098203
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PARTNERSHIP EXPENSES FROM SKYNIGHT II LLC 7,707 7,707   0


    TY 2021 OtherIncomeSchedule2
    Name:
    COOPER FAMILY FOUNDATION
    EIN:
    38-4098203
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SKYKNIGHT II, LLC OTHER INCOME 315 315 315


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    COOPER FAMILY FOUNDATION
    EIN:
    38-4098203
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 18,781 18,781   0


    TY 2021 TaxesSchedule
    Name:
    COOPER FAMILY FOUNDATION
    EIN:
    38-4098203
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,857 2,857   0