Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE DAVID J COOPER FAMILY CHARITABLE
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)POST OFFICE BOX 1566
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOBILE, AL36633
A Employer identification number

26-3868978
B Telephone number (see instructions)

(251) 431-6100
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$21,893,416J 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) 1,250,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 460,106 335,902  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 909
b Gross sales price for all assets on line 6a 913,483
7 Capital gain net income (from Part IV, line 2)... 909
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).......      
12 Total. Add lines 1 through 11........ 1,711,015 336,811  
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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,000 5,000   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
List of Attached Documents:
// Content
82,118 58,118   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 87,118 63,118   0
25 Contributions, gifts, grants paid....... 920,000 920,000
26 Total expenses and disbursements. Add lines 24 and 25 1,007,118 63,118   920,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 703,897
b Net investment income (if negative, enter -0-) 273,693
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............   3 3
2 Savings and temporary cash investments......... 4,654,292 2,793,004 2,793,004
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,232,649 Click to see attachment
List of Attached Documents:
// Content
4,036,456 		4,109,469
b Investments—corporate stock (attach schedule)....... 6,578,145 Click to see attachment
List of Attached Documents:
// Content
6,516,332 		13,333,325
c Investments—corporate bonds (attach schedule)....... 202,805 Click to see attachment
List of Attached Documents:
// Content
150,617 		149,276
11 Investments—land, buildings, and equipment: basis right arrow4,263
Less: accumulated depreciation (attach schedule) right arrow4,263      
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,602,780 Click to see attachment
List of Attached Documents:
// Content
1,455,760 		1,508,339
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,270,671 14,952,172 21,893,416
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 14,270,671 14,952,172
29 Total net assets or fund balances (see instructions)..... 14,270,671 14,952,172
30 Total liabilities and net assets/fund balances (see instructions). 14,270,671 14,952,172
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
14,270,671
2
Enter amount from Part I, line 27a .....................
2
703,897
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,974,568
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
22,396
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,952,172
Form 990-PF (2023)
Form 990-PF (2023)
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 250.000 SHS ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR (BELGIUM) (BUD) P 2011-08-08 2023-04-20
b 750.000 SHS ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR (BELGIUM) (BUD) P 2012-07-31 2023-04-20
c 0.517 SHS KENVUE INCORPORATED (KVUE) P 2010-02-04 2023-08-28
d 1000 SHS TRITON INTERNATIONAL LIMITED CLASS A (BERMUDA) (G9078F107) P 2021-09-09 2023-09-28
e 62.000 SHS TRUBRIDGE INCORPORATED (TBRG) P 2011-11-21 2023-03-29
938.000 SHS TRUBRIDGE INCORPORATED (TBRG) P 2011-11-21 2023-03-30
2000 SHS TRUBRIDGE INCORPORATED (TBRG) P 2016-08-22 2023-03-30
11 SHS AMPHENOL CORPORATION NEW CLASS A (APH) P 2019-08-08 2023-10-02
6 SHS AMPHENOL CORPORATION NEW CLASS A (APH) P 2019-08-26 2023-10-02
35 SHS BIO-TECHNE CORPORATION (TECH) P 2022-05-16 2023-04-10
32 SHS BIO-TECHNE CORPORATION (TECH) P 2022-08-08 2023-04-10
35 SHS BIO-TECHNE CORPORATION (TECH) P 2022-05-09 2023-04-17
5 SHS BIO-TECHNE CORPORATION (TECH) P 2022-05-16 2023-04-17
29 SHS BIO-TECHNE CORPORATION (TECH) P 2022-05-09 2023-04-24
9 SHS BIO-TECHNE CORPORATION (TECH) P 2022-09-12 2023-04-24
24 SHS BIO-TECHNE CORPORATION (TECH) P 2022-11-14 2023-04-24
18 SHS BROWN & BROWN INCORPORATED (BRO) P 2021-01-11 2023-01-30
31 SHS BROWN & BROWN INCORPORATED (BRO) P 2021-06-21 2023-01-30
63 SHS BROWN & BROWN INCORPORATED (BRO) P 2020-11-02 2023-12-19
77 SHS BROWN & BROWN INCORPORATED (BRO) P 2021-01-11 2023-12-19
16 SHS CDW CORPORATION (CDW) P 2021-01-11 2023-01-30
7 SHS CDW CORPORATION (CDW) P 2020-09-28 2023-02-13
16 SHS CDW CORPORATION (CDW) P 2021-01-11 2023-02-13
42 SHS CDW CORPORATION (CDW) P 2021-01-19 2023-02-13
120 SHS CORE & MAIN INCORPORATED CLASS A (CNM) P 2021-08-16 2023-05-30
66 SHS DAYFORCE INCORPORATED (DAY) P 2021-02-16 2023-02-21
65 SHS DAYFORCE INCORPORATED (DAY) P 2021-08-23 2023-02-21
5 SHS DAYFORCE INCORPORATED (DAY) P 2021-02-16 2023-04-17
38 SHS ENTEGRIS INCORPORATED (ENTG) P 2022-02-07 2023-01-17
28 SHS ENTEGRIS INCORPORATED (ENTG) P 2022-05-02 2023-01-17
7 SHS ENTEGRIS INCORPORATED (ENTG) P 2022-08-08 2023-01-17
10 SHS ENTEGRIS INCORPORATED (ENTG) P 2022-05-20 2023-01-30
30 SHS ENTEGRIS INCORPORATED (ENTG) P 2022-08-08 2023-01-30
2 SHS ENTEGRIS INCORPORATED (ENTG) P 2022-05-20 2023-04-17
38 SHS ENTEGRIS INCORPORATED (ENTG) P 2022-08-29 2023-04-17
33 SHS ENTEGRIS INCORPORATED (ENTG) P 2021-04-05 2023-04-24
13 SHS ENTEGRIS INCORPORATED (ENTG) P 2021-08-23 2023-04-24
15 SHS ENTEGRIS INCORPORATED (ENTG) P 2022-08-29 2023-04-24
34 SHS FIRST REP BK SAN FRANCISCO CAL (FRCB) P 2022-01-10 2023-01-17
11 SHS FIRST REP BK SAN FRANCISCO CAL (FRCB) P 2022-01-18 2023-01-17
29 SHS FIRST REP BK SAN FRANCISCO CAL (FRCB) P 2022-01-24 2023-01-17
17 SHS FIRST REP BK SAN FRANCISCO CAL (FRCB) P 2022-01-31 2023-01-17
15 SHS FIRST REP BK SAN FRANCISCO CAL (FRCB) P 2022-04-18 2023-01-17
10 SHS FIRST REP BK SAN FRANCISCO CAL (FRCB) P 2022-05-09 2023-01-17
80 SHS FIRST REP BK SAN FRANCISCO CAL (FRCB) P 2016-06-30 2023-03-17
45 SHS FIRST REP BK SAN FRANCISCO CAL (FRCB) P 2018-12-27 2023-03-17
14 SHS FIRST REP BK SAN FRANCISCO CAL (FRCB) P 2022-01-10 2023-03-17
75 SHS FIRST REP BK SAN FRANCISCO CAL (FRCB) P 2022-10-19 2023-03-17
116 SHS FIRST REP BK SAN FRANCISCO CAL (FRCB) P 2023-03-13 2023-03-17
125 SHS FIRST REP BK SAN FRANCISCO CAL (FRCB) P 2016-06-30 2023-03-24
9 SHS GODADDY INCORPORATED CLASS A (GDDY) P 2017-08-01 2023-02-21
17 SHS GODADDY INCORPORATED CLASS A (GDDY) P 2017-08-15 2023-02-21
49 SHS GODADDY INCORPORATED CLASS A (GDDY) P 2017-08-15 2023-04-24
49 SHS GODADDY INCORPORATED CLASS A (GDDY) P 2017-08-15 2023-05-01
45 SHS GODADDY INCORPORATED CLASS A (GDDY) P 2017-08-15 2023-05-08
13 SHS IDEXX LABS INCORPORATED (IDXX) P 2022-05-09 2023-01-23
5 SHS IDEXX LABS INCORPORATED (IDXX) P 2022-05-09 2023-12-27
9 SHS JACOBS SOLUTIONS INCORPORATED (J) P 2018-12-04 2023-10-23
58 SHS JACOBS SOLUTIONS INCORPORATED (J) P 2018-11-29 2023-12-27
37 SHS JACOBS SOLUTIONS INCORPORATED (J) P 2018-12-04 2023-12-27
21 SHS MARTIN MARIETTA MATLS INCORPORATED (MLM) P 2021-09-07 2023-06-26
3 SHS MARTIN MARIETTA MATLS INCORPORATED (MLM) P 2020-11-09 2023-07-06
12 SHS MARTIN MARIETTA MATLS INCORPORATED (MLM) P 2021-07-06 2023-07-06
4 SHS MARTIN MARIETTA MATLS INCORPORATED (MLM) P 2022-05-09 2023-07-06
7 SHS MARTIN MARIETTA MATLS INCORPORATED (MLM) P 2020-11-09 2023-07-31
13 SHS MARTIN MARIETTA MATLS INCORPORATED (MLM) P 2018-08-10 2023-08-14
3 SHS MARTIN MARIETTA MATLS INCORPORATED (MLM) P 2020-11-09 2023-08-14
5 SHS MIDDLEBY CORPORATION (MIDD) P 2022-09-12 2023-08-14
7 SHS MORNINGSTAR INCORPORATED (MORN) P 2021-08-30 2023-08-22
9 SHS MORNINGSTAR INCORPORATED (MORN) P 2022-01-18 2023-08-22
15 SHS MORNINGSTAR INCORPORATED (MORN) P 2022-02-14 2023-08-22
29 SHS MORNINGSTAR INCORPORATED (MORN) P 2022-04-18 2023-08-22
47 SHS MORNINGSTAR INCORPORATED (MORN) P 2021-08-30 2023-10-23
5 SHS MORNINGSTAR INCORPORATED (MORN) P 2021-05-03 2023-11-13
5 SHS MORNINGSTAR INCORPORATED (MORN) P 2021-08-30 2023-11-13
4 SHS MORNINGSTAR INCORPORATED (MORN) P 2021-05-03 2023-12-04
11 SHS MORNINGSTAR INCORPORATED (MORN) P 2021-08-03 2023-12-04
10 SHS MORNINGSTAR INCORPORATED (MORN) P 2021-01-04 2023-12-12
17 SHS MORNINGSTAR INCORPORATED (MORN) P 2021-04-12 2023-12-12
9 SHS MORNINGSTAR INCORPORATED (MORN) P 2021-08-03 2023-12-12
9 SHS MSA SAFETY INCORPORATED (MSA) P 2023-07-24 2023-10-09
12 SHS POOL CORPORATION (POOL) P 2020-09-28 2023-07-06
19 SHS POOL CORPORATION (POOL) P 2020-10-19 2023-07-06
12 SHS POOL CORPORATION (POOL) P 2022-06-21 2023-07-06
10 SHS POOL CORPORATION (POOL) P 2020-09-14 2023-07-18
2 SHS POOL CORPORATION (POOL) P 2020-09-21 2023-07-18
4 SHS POOL CORPORATION (POOL) P 2020-09-28 2023-07-18
10 SHS POOL CORPORATION (POOL) P 2020-09-21 2023-07-24
30 SHS POWERSCHOOL HOLDINGS INCORPORATED COM CLASS A (73939C106) P 2021-11-01 2023-03-06
86 SHS POWERSCHOOL HOLDINGS INCORPORATED COM CLASS A (73939C106) P 2021-11-15 2023-03-06
53 SHS POWERSCHOOL HOLDINGS INCORPORATED COM CLASS A (73939C106) P 2021-11-22 2023-03-06
199 SHS POWERSCHOOL HOLDINGS INCORPORATED COM CLASS A (73939C106) P 2021-11-22 2023-05-15
2 SHS SERVICE CORPORATION INTERNATIONAL (SCI) P 2022-05-31 2023-05-22
21 SHS SERVICE CORPORATION INTERNATIONAL (SCI) P 2022-07-25 2023-05-22
38 SHS SERVICE CORPORATION INTERNATIONAL (SCI) P 2023-04-17 2023-05-22
31 SHS SERVICE CORPORATION INTERNATIONAL (SCI) P 2022-05-31 2023-07-24
17 SHS SERVICE CORPORATION INTERNATIONAL (SCI) P 2023-04-03 2023-07-24
27 SHS SOUTHSTATE CORPORATION (SSB) P 2023-02-21 2023-03-27
24 SHS SOUTHSTATE CORPORATION (SSB) P 2023-02-21 2023-04-17
18 SHS SOUTHSTATE CORPORATION (SSB) P 2023-02-21 2023-04-24
18 SHS SOUTHSTATE CORPORATION (SSB) P 2023-02-21 2023-05-01
9 SHS SOUTHSTATE CORPORATION (SSB) P 2023-02-21 2023-05-08
17 SHS SOUTHSTATE CORPORATION (SSB) P 2023-02-21 2023-05-15
9 SHS SOUTHSTATE CORPORATION (SSB) P 2023-01-17 2023-05-22
14 SHS SOUTHSTATE CORPORATION (SSB) P 2023-02-21 2023-05-22
26 SHS SOUTHSTATE CORPORATION (SSB) P 2023-01-17 2023-05-30
40 SHS SOUTHSTATE CORPORATION (SSB) P 2023-01-17 2023-06-12
35 SHS SOUTHSTATE CORPORATION (SSB) P 2023-01-17 2023-06-26
28 SHS SOUTHSTATE CORPORATION (SSB) P 2023-01-17 2023-07-06
23 SHS SOUTHSTATE CORPORATION (SSB) P 2023-01-17 2023-07-18
15 SHS STERIS PLC SHS USD (IRELAND) (STE) P 2021-04-12 2023-04-17
16 SHS STERIS PLC SHS USD (IRELAND) (STE) P 2021-04-12 2023-04-24
9 SHS STERIS PLC SHS USD (IRELAND) (STE) P 2021-04-12 2023-05-01
4 SHS STERIS PLC SHS USD (IRELAND) (STE) P 2019-12-30 2023-10-23
9 SHS STERIS PLC SHS USD (IRELAND) (STE) P 2021-04-12 2023-10-23
2 SHS STERIS PLC SHS USD (IRELAND) (STE) P 2019-10-21 2023-11-06
37 SHS STERIS PLC SHS USD (IRELAND) (STE) P 2019-11-14 2023-11-06
1 SHS STERIS PLC SHS USD (IRELAND) (STE) P 2019-12-30 2023-11-06
16 SHS STERIS PLC SHS USD (IRELAND) (STE) P 2020-04-09 2023-11-06
3 SHS TELEDYNE TECHNOLOGIES INCORPORATED (TDY) P 2021-08-30 2023-08-29
11 SHS TELEDYNE TECHNOLOGIES INCORPORATED (TDY) P 2021-08-30 2023-09-05
7 SHS TELEDYNE TECHNOLOGIES INCORPORATED (TDY) P 2021-08-23 2023-09-11
6 SHS TELEDYNE TECHNOLOGIES INCORPORATED (TDY) P 2021-08-30 2023-09-11
5 SHS TELEDYNE TECHNOLOGIES INCORPORATED (TDY) P 2021-05-03 2023-09-18
13 SHS TELEDYNE TECHNOLOGIES INCORPORATED (TDY) P 2021-08-23 2023-09-18
4 SHS TELEDYNE TECHNOLOGIES INCORPORATED (TDY) P 2021-05-03 2023-10-02
5 SHS TELEDYNE TECHNOLOGIES INCORPORATED (TDY) P 2021-05-03 2023-10-23
51 SHS TORO COMPANY (TTC) P 2022-01-18 2023-02-21
24 SHS TRACTOR SUPPLY COMPANY (TSCO) P 2020-11-09 2023-02-21
11 SHS TRACTOR SUPPLY COMPANY (TSCO) P 2021-02-16 2023-02-21
9 SHS TRACTOR SUPPLY COMPANY (TSCO) P 2020-11-09 2023-03-17
15 SHS TRACTOR SUPPLY COMPANY (TSCO) P 2020-11-20 2023-03-17
6 SHS TRACTOR SUPPLY COMPANY (TSCO) P 2020-11-20 2023-04-17
5 SHS TRACTOR SUPPLY COMPANY (TSCO) P 2020-11-20 2023-04-24
28 SHS WABTEC (WAB) P 2022-05-31 2023-07-24
13 SHS WABTEC (WAB) P 2022-05-31 2023-08-14
30 SHS WABTEC (WAB) P 2022-06-06 2023-08-14
0.277 SHS KENVUE INCORPORATED (KVUE) P 2015-06-29 2023-08-28
1743.896 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2016-01-07 2023-12-11
329.742 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2018-12-03 2023-12-11
58.445 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2018-12-31 2023-12-11
7.312 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2019-11-29 2023-12-11
32.321 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2019-11-29 2023-12-11
48.522 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2019-12-30 2023-12-11
46.868 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2020-12-02 2023-12-11
6.013 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2020-12-02 2023-12-11
25.91 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2020-12-30 2023-12-11
36.862 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2021-12-02 2023-12-11
143.883 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2021-12-02 2023-12-11
36.629 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2021-12-13 2023-12-11
0.174 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2021-12-13 2023-12-11
139.324 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2021-12-13 2023-12-11
23.458 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2021-12-13 2023-12-11
25.042 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2021-12-30 2023-12-11
86.166 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2022-12-02 2023-12-11
29.718 SHS LONGLEAF PARTNERS FUND N/L (LLPFX) P 2022-12-30 2023-12-11
50000 SHS MORGAN STANLEY (YOY% CHANGE IN CPI + 200BP/8% CAP) MTN OID PAYS MO P 2011-05-12 2023-05-17
200 SHS TRITON INTERNATIONAL LIMITED CLASS A (BERMUDA) (G9078F107) P 2021-10-07 2023-09-28
72.346 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2017-06-27 2023-02-23
6102.201 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFS P 2017-08-02 2023-02-23
8419.084 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFS P 2017-09-29 2023-02-23
26.309 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2017-10-02 2023-02-23
45.24 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX) P 2017-11-01 2023-02-23
43.831 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2017-12-01 2023-02-23
52.348 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2018-01-02 2023-02-23
65.52 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX) P 2018-08-01 2023-02-23
65.067 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2018-10-01 2023-02-23
70.064 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2018-11-01 2023-02-23
69.83 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX) P 2018-12-03 2023-02-23
63.851 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2019-05-01 2023-02-23
66.123 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2019-06-03 2023-02-23
61.364 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2019-08-01 2023-02-23
52.564 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2020-03-25 2023-02-23
2.173 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX) P 2020-04-01 2023-02-23
51.429 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2020-05-01 2023-02-23
51.712 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
49.096 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
48.543 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
46.172 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
43.362 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
42.351 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
41.795 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
27.692 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
22.209 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
22.228 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
21.331 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
20.38 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX) P 2021-12-13 2023-02-23
21.065 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
22.484 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
22.398 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
22.154 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
22.562 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2021-12-13 2023-02-23
9.121 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX) P 2021-12-16 2023-02-23
58.17 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX) P 2021-12-30 2023-02-23
12.762 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2022-01-03 2023-02-23
20.138 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2022-02-01 2023-02-23
21.738 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2022-03-01 2023-02-23
21.778 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2022-04-01 2023-02-23
24.708 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2022-05-02 2023-02-23
25 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX) P 2022-06-01 2023-02-23
26.951 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2022-07-01 2023-02-23
27.093 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2022-08-01 2023-02-23
27.746 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2022-09-01 2023-02-23
29.812 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2022-10-03 2023-02-23
30.654 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2022-11-01 2023-02-23
32.257 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2022-12-01 2023-02-23
33.583 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2023-01-03 2023-02-23
34.318 SHS VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX P 2023-02-01 2023-02-23
1000 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2013-09-05 2023-07-17
12.512 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2017-05-01 2023-07-17
12.253 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2017-08-01 2023-07-17
12.579 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2017-11-01 2023-07-17
11.26 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
12.181 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
11.972 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
11.315 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
11.901 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
11.553 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
11.93 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
11.431 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
11.7 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
12.21 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
12.53 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
12.837 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
13.503 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
13.038 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
13.493 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
13.802 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-12-13 2023-07-17
0.961 SHS VERIZON COMMUNICATIONS INCORPORATED (VZ) P 2021-11-01 2023-07-18
LONG TERM CAPITAL GAIN DISTRIBUTION P 2023-12-31 2023-12-31
NET LONG TERM CAPITAL LOSS FROM PASSTHROUGH P 2023-12-31 2023-12-31
(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 16,385   13,019 3,366
b 49,155   59,787 -10,632
c 12   4 8
d 83,159   51,238 31,921
e 1,860   2,723 -863
28,140   41,203 -13,063
60,000   50,466 9,534
907   489 418
495   257 238
2,632   3,197 -565
2,406   3,006 -600
2,971   3,086 -115
424   457 -33
2,426   2,557 -131
753   778 -25
2,008   2,105 -97
1,035   849 186
1,782   1,621 161
4,470   2,785 1,685
5,463   3,632 1,831
3,105   2,142 963
1,473   814 659
3,367   2,142 1,225
8,839   5,596 3,243
3,238   3,329 -91
4,885   6,414 -1,529
4,811   7,018 -2,207
341   486 -145
3,040   4,863 -1,823
2,240   3,170 -930
560   721 -161
774   1,018 -244
2,323   3,090 -767
141   204 -63
2,674   3,715 -1,041
2,409   3,959 -1,550
949   1,496 -547
1,095   1,467 -372
4,500   6,793 -2,293
1,456   1,988 -532
3,838   4,993 -1,155
2,250   2,944 -694
1,985   2,400 -415
1,324   1,448 -124
2,040   5,552 -3,512
1,147   3,655 -2,508
357   2,797 -2,440
1,912   8,723 -6,811
2,958   3,480 -522
1,556   8,676 -7,120
692   384 308
1,307   719 588
3,739   2,074 1,665
3,717   2,074 1,643
3,187   1,905 1,282
6,436   4,561 1,875
2,775   1,754 1,021
1,191   590 601
7,488   3,798 3,690
4,777   2,427 2,350
9,294   7,764 1,530
1,322   780 542
5,286   4,177 1,109
1,762   1,330 432
3,133   1,820 1,313
5,931   2,608 3,323
1,369   780 589
745   765 -20
1,505   1,850 -345
1,935   2,647 -712
3,226   4,249 -1,023
6,236   7,932 -1,696
10,540   12,422 -1,882
1,329   1,321 8
1,329   1,322 7
1,131   1,057 74
3,110   2,824 286
2,786   2,302 484
4,736   3,956 780
2,507   2,311 196
1,402   1,504 -102
4,326   3,847 479
6,849   6,812 37
4,326   4,000 326
3,583   3,079 504
717   595 122
1,433   1,282 151
3,666   2,976 690
612   728 -116
1,754   1,901 -147
1,081   1,110 -29
3,457   4,169 -712
130   140 -10
1,363   1,521 -158
2,467   2,686 -219
2,055   2,175 -120
1,127   1,178 -51
1,965   2,188 -223
1,640   1,945 -305
1,230   1,459 -229
1,212   1,459 -247
580   729 -149
1,051   1,378 -327
585   729 -144
910   1,135 -225
1,663   2,105 -442
2,827   3,238 -411
2,289   2,834 -545
1,806   2,267 -461
1,699   1,862 -163
2,813   3,007 -194
2,983   3,207 -224
1,716   1,804 -88
865   611 254
1,946   1,804 142
435   284 151
8,039   5,394 2,645
217   153 64
3,476   2,419 1,057
1,250   1,385 -135
4,564   5,079 -515
2,861   3,207 -346
2,452   2,770 -318
2,101   2,228 -127
5,463   5,955 -492
1,607   1,782 -175
1,933   2,228 -295
5,704   5,051 653
5,639   3,156 2,483
2,584   1,790 794
2,093   1,184 909
3,488   1,935 1,553
1,439   774 665
1,250   645 605
3,168   2,653 515
1,482   1,232 250
3,420   2,834 586
6   3 3
38,214   35,020 3,194
7,226   7,106 120
1,281   1,070 211
160   148 12
708   655 53
1,063   987 76
1,027   1,002 25
132   129 3
568   558 10
808   866 -58
3,153   3,378 -225
803   874 -71
4   4 0
3,053   3,326 -273
514   560 -46
549   624 -75
1,888   1,690 198
651   544 107
50,000   50,000 0
16,632   10,483 6,149
720   773 -53
60,770   65,300 -4,530
83,844   90,013 -6,169
262   281 -19
451   484 -33
437   467 -30
521   556 -35
653   685 -32
648   680 -32
698   729 -31
695   726 -31
636   677 -41
659   704 -45
611   657 -46
523   553 -30
22   23 -1
512   552 -40
515   558 -43
489   530 -41
483   524 -41
460   499 -39
432   468 -36
422   457 -35
416   451 -35
276   299 -23
221   240 -19
221   240 -19
212   230 -18
203   220 -17
210   228 -18
224   243 -19
223   242 -19
221   239 -18
225   244 -19
91   99 -8
579   626 -47
127   137 -10
201   214 -13
216   229 -13
217   225 -8
246   251 -5
249   256 -7
268   272 -4
270   277 -7
276   279 -3
297   293 4
305   300 5
321   321 0
334   334 0
342   346 -4
32,411   46,971 -14,560
406   578 -172
397   585 -188
408   605 -197
365   564 -199
395   610 -215
388   600 -212
367   567 -200
386   596 -210
374   579 -205
387   598 -211
371   573 -202
379   586 -207
396   612 -216
406   628 -222
416   643 -227
438   677 -239
423   653 -230
437   676 -239
447   692 -245
30   48 -18
5,178     5,178
    218 -218
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       3,366
b       -10,632
c       8
d       31,921
e       -863
      -13,063
      9,534
      418
      238
      -565
      -600
      -115
      -33
      -131
      -25
      -97
      186
      161
      1,685
      1,831
      963
      659
      1,225
      3,243
      -91
      -1,529
      -2,207
      -145
      -1,823
      -930
      -161
      -244
      -767
      -63
      -1,041
      -1,550
      -547
      -372
      -2,293
      -532
      -1,155
      -694
      -415
      -124
      -3,512
      -2,508
      -2,440
      -6,811
      -522
      -7,120
      308
      588
      1,665
      1,643
      1,282
      1,875
      1,021
      601
      3,690
      2,350
      1,530
      542
      1,109
      432
      1,313
      3,323
      589
      -20
      -345
      -712
      -1,023
      -1,696
      -1,882
      8
      7
      74
      286
      484
      780
      196
      -102
      479
      37
      326
      504
      122
      151
      690
      -116
      -147
      -29
      -712
      -10
      -158
      -219
      -120
      -51
      -223
      -305
      -229
      -247
      -149
      -327
      -144
      -225
      -442
      -411
      -545
      -461
      -163
      -194
      -224
      -88
      254
      142
      151
      2,645
      64
      1,057
      -135
      -515
      -346
      -318
      -127
      -492
      -175
      -295
      653
      2,483
      794
      909
      1,553
      665
      605
      515
      250
      586
      3
      3,194
      120
      211
      12
      53
      76
      25
      3
      10
      -58
      -225
      -71
      0
      -273
      -46
      -75
      198
      107
      0
      6,149
      -53
      -4,530
      -6,169
      -19
      -33
      -30
      -35
      -32
      -32
      -31
      -31
      -41
      -45
      -46
      -30
      -1
      -40
      -43
      -41
      -41
      -39
      -36
      -35
      -35
      -23
      -19
      -19
      -18
      -17
      -18
      -19
      -19
      -18
      -19
      -8
      -47
      -10
      -13
      -13
      -8
      -5
      -7
      -4
      -7
      -3
      4
      5
      0
      0
      -4
      -14,560
      -172
      -188
      -197
      -199
      -215
      -212
      -200
      -210
      -205
      -211
      -202
      -207
      -216
      -222
      -227
      -239
      -230
      -239
      -245
      -18
      5,178
      -218
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 2 909
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  
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 right arrow 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) 1 3,804
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 3,804
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 3,804
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,571
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,571
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,767
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,767 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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
Yes
 
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)
right arrowAL
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowTHE DAVID J COOPER FAMILY CHARITABL Telephone no.right arrow (251) 431-6100

Located atright arrowPOST OFFICE BOX 1566MOBILEAL ZIP+4right arrow36633
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
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
DAVID J COOPER SR DIRECTOR
0.00 		0 0 0
POST OFFICE BOX 1566
MOBILE,AL36633
JOANNE K COOPER DIRECTOR
0.00 		0 0 0
POST OFFICE BOX 1566
MOBILE,AL36633
DAVID J COOPER JR DIRECTOR
0.00 		0 0 0
POST OFFICE BOX 1566
MOBILE,AL36633
ASHLEIGH COOPER LELAND DIRECTOR
0.00 		0 0 0
POST OFFICE BOX 1566
MOBILE,AL36633
MARGARET COOPER BIGGS DIRECTOR
0.00 		0 0 0
POST OFFICE BOX 1566
MOBILE,AL36633
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
JOAN GARDNER ADMINISTRATIVE SERVICES 24,000
11039 GULF PARK DRIVE
THEODORE,AL36582
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
16,548,278
b
Average of monthly cash balances.......................
1b
2,553,701
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
19,101,979
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
19,101,979
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
286,530
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,815,449
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
940,772
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
940,772
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,804
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,804
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
936,968
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
936,968
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
936,968
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
920,000
b
Program-related investments—total from Part VIII-B..................
1b
0
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
920,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 936,968
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 30,165
f Total of lines 3a through e ........ 30,165
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 920,000
a Applied to 2022, 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 2023 distributable amount..... 920,000
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 16,968 16,968
(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 13,197
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		13,197
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 13,197
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
DAVID J COOPER SR
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 right arrow
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 (2023)
Form 990-PF (2023)
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

BELLINGRATH GARDENS

12401 BELLINGRATH GARDENS RD
THEODORE,AL36582 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

BIG BROTHERS BIG SISTERS OF THE CENTRAL GULF COAST

3 S ROYAL ST STE 300
MOBILE,AL36602 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

BRAGG-MITCHELL MANSION

1906 SPRINGHILL AVENUE
MOBILE,AL36607 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

BROAD STREET RESTORATION

PO BOX 16917
MOBILE,AL36616 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

CHRIST CHURCH CATHEDRAL

115 S CONCEPTION ST
MOBILE,AL36602 		N/A PUBLIC CHARITY UNRESTRICTED 95,000

DAUPHIN STREET RESTORATION SOCIETY

PO BOX 82151
MOBILE,AL36689 		N/A PUBLIC CHARITY UNRESTRICTED 100,000

FRIENDS OF SULGRAVE MANOR

5806 GROVE AVENUE
RICHMOND,VA23226 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

FRIENDS OF THE AL ARCHIVES

36130 624 WASHINGOTN AVE
MONTGOMERY,AL36104 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

HIGHLAND CASHIERS HEALTH FOUNDATION

348 S 5TH STREET 221
HIGHLANDS,NC28741 		N/A PUBLIC CHARITY UNRESTRICTED 10,000

HISTORIC RESTORATION SOCIETY

PO BOX 1566
MOBILE,AL36633 		N/A PUBLIC CHARITY UNRESTRICTED 100,000

HOME FOR GRACE FOR WOMEN

394 ALDOCK ROAD
EIGHT MILE,AL36613 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

IMPACT 100 BALDWIN COUNTY

PO BOX 1903
FAIRHOPE,AL36533 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

INFIRMARY FOUNDATION

PO BOX 2226
MOBILE,AL36652 		N/A PUBLIC CHARITY UNRESTRICTED 10,000

LITTLE SISTERS OF THE POOR

1655 MCGILL AVE
MOBILE,AL36604 		N/A PUBLIC CHARITY UNRESTRICTED 10,000

MADISON RIDGELAND ACADEMY

7601 OLD CANTON ROAD
MADISON,MS39110 		N/A PUBLIC CHARITY UNRESTRICTED 25,000

MD ANDERSON CANCER CTR

1515 HOLCOMBE BLVD
HOUSTON,TX77030 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

MOBILE AREA MARDI GRAS ASSOCIATION

305 MAMGA DR
MOBILE,AL36603 		N/A PUBLIC CHARITY UNRESTRICTED 100,000

MOBILE BIG BAND SOCIETY

PO BOX 47
MOBILE,AL36601 		N/A PUBLIC CHARITY UNRESTRICTED 10,000

MOBILE CARNIVAL ASSOCIATION

PO BOX 2121
MOBILE,AL36652 		N/A PUBLIC CHARITY UNRESTRICTED 204,000

MOBILE CARNIVAL MUSEUM

355 GOVERNMENT STREET
MOBILE,AL36602 		N/A PUBLIC CHARITY UNRESTRICTED 40,000

MOBILE SYMPHONY ORCHESTRA

PO BOX 3127
MOBILE,AL36652 		N/A PUBLIC CHARITY UNRESTRICTED 5,000

MULHERIN HOME

2496 HALLS MILL FE
MOBILE,AL36606 		N/A PUBLIC CHARITY UNRESTRICTED 500

PHI MU FOUNDATION

400 WESTPARK DRIVE
PEACHTREE CITY,GA30269 		N/A PUBLIC CHARITY UNRESTRICTED 50,000

THE SALVATION ARMY

1009 DAUPHIN STREET
MOBILE,AL36604 		N/A PUBLIC CHARITY UNRESTRICTED 2,000

SHRINERS HOSPITAL

2900 ROCKY POINT DRIVE
TAMPA,FL33607 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

ST JUDE CHILDRENS HOSPITAL

262 DANNY THOMAS PL
MEMPHIS,TN38105 		N/A PUBLIC CHARITY UNRESTRICTED 500

ST MARY'S PARISH

1453 OLD SHELL ROAD
MOBILE,AL36604 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

ST PAULS EPISCOPAL SCHOOL

161 DOGWOOD LAND
MOBILE,AL36608 		N/A PUBLIC CHARITY UNRESTRICTED 1,500

ST IGNATIUS CATH PARISH

3704 SPRINGHILL AVE
MOBILE,AL36608 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

THE FUND AT MCGILL TOOLEN

1501 OLD SHELL RD
MOBILE,AL36604 		N/A PUBLIC CHARITY UNRESTRICTED 5,000

THE VILLAGE GREEN

PO BOX 2201
CASHIERS,NC28717 		N/A PUBLIC CHARITY UNRESTRICTED 5,000

THOMAS HOSPITAL FOUNDATION

PO BOX 929
FAIRHOPE,AL36532 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

UMS-WRIGHT PREPARATORY SCHOOL

65 NORTH MOBILE STREET
MOBILE,AL36607 		N/A PUBLIC CHARITY UNRESTRICTED 15,000

UNITED WAY OF SOUTHWEST ALABAMA

218 ST FRANCIS ST
MOBILE,AL36602 		N/A PUBLIC CHARITY UNRESTRICTED 10,000

UNIVERSITY OF ALABAMA ALUMNI ASSOC

PO BOX 870101
TUSCALOOSA,AL35487 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

UNIVERSITY OF ALABAMA

PO BOX 870101
TUSCALOOSA,AL35487 		N/A PUBLIC CHARITY UNRESTRICTED 50,000

USS ALABAMA BATTLESHIP COMISSION

PO BOX 65
MOBILE,AL36601 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

WOUNDED WARRIOR PROJECT

4899 BELFORT ROAD SUITE 300
JACKSONVILLE,FL32256 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

SPRINGHILL AVENUE TEMPLE

1769 SPRINGHILL AVENUE
MOBILE,AL36607 		N/A PUBLIC CHARITY UNRESTRICTED 500

HELPING HANDS MINISTRIES INC

103 S BROAD STREET
MOBILE,AL36606 		N/A PUBLIC CHARITY UNRESTRICTED 500

DRUG EDUCATION COUNCIL

3000 TELEVISION AVENUE
MOBILE,AL36606 		N/A PUBLIC CHARITY UNRESTRICTED 5,000

BELLA VOCE OF MOBILE

UNIVERSITY OF SOUTH ALABAMA
MOBILE,AL36688 		N/A PUBLIC CHARITY UNRESTRICTED 500

NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA - ALABAMA

104 THEATRE STREET
MOBILE,AL36602 		N/A PUBLIC CHARITY UNRESTRICTED 10,000

THE FOUNDATION OF THE MOBILE COUNTY SHERIFF'S OFFICE

510 S ROYAL STREET
MOBILE,AL36603 		N/A PUBLIC CHARITY UNRESTRICTED 5,000

CASHIERS HISTORICAL SOCIETY

1940 HWY 107 S
CASHIERS,NC28717 		N/A PUBLIC CHARITY UNRESTRICTED 6,000

GLENVILLE CASHIERS RESCUE SQUAD

PO BOX 919
CASHIERS,NC28717 		N/A PUBLIC CHARITY UNRESTRICTED 500

SOCIETY MOBILE - LA HABANA INC

POST OFFICE BOX 2423
MOBILE,AL36652 		N/A PUBLIC CHARITY UNRESTRICTED 1,000

VETERANS RECOVER RESOURCES

1156 SPRINGHILL AVENUE
MOBILE,AL36604 		N/A PUBLIC CHARITY UNRESTRICTED 10,000

SUSAN G KOMEN BREAST CANCER FOUNDATION

13770 NOEL ROAD SUITE 801889
DALLAS,TX75380 		N/A PUBLIC CHARITY UNRESTRICTED 500

EASTERN SHORE RECOVERY FOUNDATION

PO BOX 1796
DAPHNE,AL36526 		N/A PUBLIC CHARITY UNRESTRICTED 5,000

WATERFRONT RESCUE MISSION

279 N WASHINGTON AVENUE
MOBILE,AL36603 		N/A PUBLIC CHARITY UNRESTRICTED 500

RONALD MCDONALD HOUSE CHARITIES OF MOBILE

1626 SPRINGHILL AVENUE
MOBILE,AL36604 		N/A PUBLIC CHARITY UNRESTRICTED 500

SOCIETY OF 1842

PO BOX 1566
MOBILE,AL36633 		N/A PUBLIC CHARITY UNRESTRICTED 10,000
Total .................................right arrow 3a 920,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 .... 525990 460,106      
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 ..... 525990        
8 Gain or (loss) from sales of assets other than
inventory ............ 		525990 909      
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) .. 461,015 0 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
461,015
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
Name of the organization
THE DAVID J COOPER FAMILY CHARITABLE
FOUNDATION INC
Employer identification number

26-3868978
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE DAVID J COOPER FAMILY CHARITABLE
FOUNDATION INC 		Employer identification number
26-3868978
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
THE COOPER GROUP INC
 
POST OFFICE BOX 1566
 
MOBILE, AL36633

$ 1,250,000


(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.)
(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE DAVID J COOPER FAMILY CHARITABLE
FOUNDATION INC 		Employer identification number

26-3868978
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
 
$    
(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
 
$    
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE DAVID J COOPER FAMILY CHARITABLE
FOUNDATION INC 		Employer identification number

26-3868978
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE DAVID J COOPER FAMILY CHARITABLE
 
FOUNDATION INC
EIN:
26-3868978
Name of Bond End of Year Book Value End of Year Fair Market Value
RAYMOND JAMES *7863 BONDS 150,617 149,276

TY 2023 InvestmentsCorpStockSchedule
Name:
THE DAVID J COOPER FAMILY CHARITABLE
 
FOUNDATION INC
EIN:
26-3868978
Name of Stock End of Year Book Value End of Year Fair Market Value
RAYMOND JAMES *7863 EQUITY 4,998,435 11,355,516
RAYMOND JAMES *3291 EQUITY 1,193,513 1,630,336
RAYMOND JAMES *J392 EQUITY 324,384 347,473

TY 2023 InvestmentsGovtObligationsSch
Name:
THE DAVID J COOPER FAMILY CHARITABLE
 
FOUNDATION INC
EIN:
26-3868978
US Government Securities - End of Year Book Value:

4,036,456
US Government Securities - End of Year Fair Market Value:

4,109,469
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE DAVID J COOPER FAMILY CHARITABLE
 
FOUNDATION INC
EIN:
26-3868978
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PLEXUS FUND II LP AT COST 871 871
RAYMOND JAMES *7863 MUTUAL FUNDS AT COST 1,244,890 1,293,627
RAYMOND JAMES *J392 MUTUAL FUNDS AT COST 209,999 213,841

TY 2023 OtherDecreasesSchedule
Name:
THE DAVID J COOPER FAMILY CHARITABLE
 
FOUNDATION INC
EIN:
26-3868978
Description Amount
TEMPORARY UNSETTLED TRADES 8,027
BOOK/TAX DIFFERENCE SALE OF CONTRIBUTED SECURITIES 14,369


TY 2023 OtherExpensesSchedule
Name:
THE DAVID J COOPER FAMILY CHARITABLE
 
FOUNDATION INC
EIN:
26-3868978
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONTRACT LABOR 24,000 0   0
INVESTMENT ADVISORY FEES 58,029 58,029   0
PORTFOLIO DEDUCTIONS FROM PLEXUS FUND 89 89   0


TY 2023 TaxesSchedule
Name:
THE DAVID J COOPER FAMILY CHARITABLE
 
FOUNDATION INC
EIN:
26-3868978
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ON INVESTMENT INCOME 5,000 5,000   0