Nonprofit · EIN 35-6802747
THE COOPERSMITH FAMILY FOUNDATION
Also known as WARREN & KATHERINE COOPERSMITH TR
Tax-exempt · ST PETERSBURG, FL 33701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $599,430 | $235,445 | $363,985 | $2,634,379 | $12,000 | $2,622,379 |
| December 31, 2023 | 990-PF | $278,578 | $154,089 | $124,489 | $2,257,842 | $0 | $2,257,842 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $87,357
- Net gain from sales of assets
- $511,749
- Other income
- $324
Expenses
- Grants and similar amounts paid
- $200,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $200,000
- Excise tax on investment income
- $8,074
Balance sheet and other
- Total assets, start of year
- $2,257,842
- Total assets, end of year
- $2,634,379
- Total liabilities, end of year
- $12,000
- Net assets, end of year
- $2,622,379
- Fair market value of assets
- $3,733,051
- Qualifying distributions
- $200,000
- Net investment income
- $599,430
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE COOPERSMITH 625 SOUTH FAIR OAKS AVENUE SUITE, 360, SOUTH PASADENA, CA 91030 | PRESIDENT, TRUSTEE | 1 | $0 |
| ZANE COOPERSMITH 625 SOUTH FAIR OAKS AVENUE SUITE, 360, SOUTH PASADENA, CA 91030 | TREASURER | 1 | $0 |
| TRISTAN COOPERSMITH 625 SOUTH FAIR OAKS AVENUE SUITE, 360, SOUTH PASADENA, CA 91030 | SECRETARY | 1 | $0 |
| ZACHARY COOPERSMITH 625 SOUTH FAIR OAKS AVENUE SUITE, 360, SOUTH PASADENA, CA 91030 | VICE-PRESIDENT, TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHANNING GRIGSBY 625 SOUTH FAIR OAKS AVENUE SUITE, 360, SOUTH PASADENA, CA 91030 | ACTING SECRETARY | 1 | $27,717 |
| KATHERINE COOPERSMITH 625 SOUTH FAIR OAKS AVENUE SUITE, 360, SOUTH PASADENA, CA 91030 | PRESIDENT, TRUSTEE | 1 | $0 |
| ZANE COOPERSMITH 625 SOUTH FAIR OAKS AVENUE SUITE, 360, SOUTH PASADENA, CA 91030 | TREASURER | 1 | $0 |
| TRISTAN COOPERSMITH 625 SOUTH FAIR OAKS AVENUE SUITE, 360, SOUTH PASADENA, CA 91030 | SECRETARY | 1 | $0 |
| ZACHARY COOPERSMITH 625 SOUTH FAIR OAKS AVENUE SUITE, 360, SOUTH PASADENA, CA 91030 | VICE-PRESIDENT, TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- HANCOCK WHITNEY BK 101 CENTRAL AV, ST PETERSBURG, FL 33701-0000
- Signed the 990-PF
- ZACHARY COOPERSMITH, TRUSTEE
- Phone
- (813) 864-2955
- Return prepared by
- CBIZ ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-6802747
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,596,813
- Income (IRS master file)
- $633,383
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $599,430 | $235,445 | $2,634,379 | XML |
| 990-PF | December 2023 | $278,578 | $154,089 | $2,257,842 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6802747).
Questions about THE COOPERSMITH FAMILY FOUNDATION
- What is the EIN of THE COOPERSMITH FAMILY FOUNDATION?
- The employer identification number (EIN) of THE COOPERSMITH FAMILY FOUNDATION is 35-6802747.
- Is THE COOPERSMITH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to THE COOPERSMITH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE COOPERSMITH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE COOPERSMITH FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE COOPERSMITH FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE COOPERSMITH FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE COOPERSMITH FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $599,430, expenses of $235,445 and total assets of $2,634,379 at year end.
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