The Coopersmith Family Foundation

Warren & Katherine Coopersmith Tr

St Petersburg, FL
Tax-exempt since April 2010
EIN: 35-6802747

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$599k (2024)

Expenses

$235k (2024)

Total Assets

$2.63M (2024)

Total Liabilities

$12k (2024)

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$599,430

Expenses

$235,445

Net Income

$363,985

Net Assets

$2,622,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,357	14.6%
Sales of Assets	$511,749	85.4%
Other Income	$324	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,000	84.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,634,379
Total Liabilities	$12,000
Net Assets	$2,622,379

Compensation

Key Employees and Officers	Compensation	Other
Katherine Coopersmith (President, Trustee)	$0	$0
Zane Coopersmith (Treasurer)	$0	$0
Tristan Coopersmith (Secretary)	$0	$0
Zachary Coopersmith (Vice President, Trustee)	$0	$0

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990-PF

Filed on June 30, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$278,578

Expenses

$154,089

Net Income

$124,489

Net Assets

$2,257,842

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,511	25.3%
Sales of Assets	$208,067	74.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,788	88.1%
Compensation of Officers*	$27,717	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,257,842
Total Liabilities	$0
Net Assets	$2,257,842

Compensation

Key Employees and Officers	Compensation	Other
Channing Grigsby (Acting Secretary)	$27,717	$0
Katherine Coopersmith (President, Trustee)	$0	$0
Zane Coopersmith (Treasurer)	$0	$0
Tristan Coopersmith (Secretary)	$0	$0
Zachary Coopersmith (Vice President, Trustee)	$0	$0

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990-PF

Filed on June 11, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$224,892

Expenses

$442,437

Net Income

-$217,545

Net Assets

$2,033,353

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,612	27.8%
Sales of Assets	$162,280	72.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$417,380	94.3%
Compensation of Officers*	$32,760	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,033,353
Total Liabilities	$0
Net Assets	$2,033,353

Compensation

Key Employees and Officers	Compensation	Other
Channing Grigsby (Acting Secretary)	$32,760	$0
Katherine Coopersmith (President, Trustee)	$0	$0
Zane Coopersmith (Treasurer)	$0	$0
Tristan Coopersmith (Secretary)	$0	$0
Zachary Coopersmith (Trustee)	$0	$0
Warren Coopersmith (President, Trustee)	$0	$0

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990-PF

Filed on June 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$456,980

Expenses

$161,061

Net Income

$295,919

Net Assets

$2,250,898

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,691	43.9%
Interest Revenue	$0
Dividends	$57,595	12.6%
Sales of Assets	$198,694	43.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,964	85.7%
Compensation of Officers*	$34,927	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,250,898
Total Liabilities	$0
Net Assets	$2,250,898

Compensation

Key Employees and Officers	Compensation	Other
Julie Lytle Nesbit (Secretary, Treasurer)	$34,927	$0
Katherine Coopersmith (President, Trustee)	$0	$0
Warren Coopersmith Deceased (Vice President, Trustee)	$0	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$212,077

Expenses

$146,078

Net Income

$65,999

Net Assets

$2,115,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,595	22.0%
Sales of Assets	$165,482	78.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,407	87.9%
Compensation of Officers*	$27,813	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,115,863
Total Liabilities	$1
Net Assets	$2,115,862

Compensation

Key Employees and Officers	Compensation	Other
Julie Lytle Nesbit (Secretary, Treasurer)	$27,813	$0
Katherine Coopersmith (President, Trustee)	$0	$0
Warren Coopersmith (Vice President, Trustee)	$0	$0

990-PF

Filed on May 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$83,586

Expenses

$144,863

Net Income

-$61,277

Net Assets

$2,049,863

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$18,603	22.3%
Interest Revenue	$0
Dividends	$56,609	67.7%
Sales of Assets	$8,374	10.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,985	84.2%
Compensation of Officers*	$25,970	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,049,864
Total Liabilities	$1
Net Assets	$2,049,863

Compensation

Key Employees and Officers	Compensation	Other
Julie Lytle Nesbit (Secretary, Treasurer)	$25,970	$0
Katherine Coopersmith (President, Trustee)	$0	$0
Warren Coopersmith (Vice President, Trustee)	$0	$0

990-PF

Filed on March 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$422,520

Expenses

$141,049

Net Income

$281,471

Net Assets

$2,111,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,108	13.3%
Sales of Assets	$366,412	86.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,417	85.4%
Compensation of Officers*	$26,760	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,111,141
Total Liabilities	$0
Net Assets	$2,111,141

Compensation

Key Employees and Officers	Compensation	Other
Julie Lytle Nesbit (Secretary, Treasurer)	$26,760	$0
Katherine Coopersmith (President, Trustee)	$0	$0
Warren Coopersmith (Vice President, Trustee)	$0	$0

990-PF

Filed on April 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$207,501

Expenses

$120,679

Net Income

$86,822

Net Assets

$1,829,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,637	8.5%
Interest Revenue	$0
Dividends	$55,082	26.5%
Sales of Assets	$134,782	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,694	82.6%
Compensation of Officers*	$23,586	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,829,670
Total Liabilities	$0
Net Assets	$1,829,670

Compensation

Key Employees and Officers	Compensation	Other
Julie Lytle Nesbit (Secretary, Treasurer)	$23,586	$0
Katherine Coopersmith (President, Trustee)	$0	$0
Warren Coopersmith (Vice President, Trustee)	$0	$0

990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$73,308

Expenses

$110,134

Net Income

-$36,826

Net Assets

$1,742,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,652	69.1%
Sales of Assets	$22,656	30.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,499	80.4%
Compensation of Officers*	$21,512	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,742,848
Total Liabilities	$0
Net Assets	$1,742,848

Compensation

Key Employees and Officers	Compensation	Other
Julie Lytle Nesbit (Secretary, Treasurer)	$21,512	$0
Katherine Coopersmith (President, Trustee)	$0	$0
Warren Coopersmith (Vice President, Trustee)	$0	$0

990-PF

Filed on May 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$385,386

Expenses

$116,278

Net Income

$269,108

Net Assets

$1,779,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$38,809	10.1%
Interest Revenue	$0
Dividends	$52,408	13.6%
Sales of Assets	$294,169	76.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,100	84.4%
Compensation of Officers*	$21,482	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,779,674
Total Liabilities	$0
Net Assets	$1,779,674

Compensation

Key Employees and Officers	Compensation	Other
Julie Lytle Nesbit (Secretary, Treasurer)	$21,482	$0
Katherine Coopersmith (President, Trustee)	$0	$0
Warren Coopersmith (Vice President, Trustee)	$0	$0

990-PF

Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$164,311

Expenses

$104,090

Net Income

$60,221

Net Assets

$1,510,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$34,562	21.0%
Interest Revenue	$0
Dividends	$45,769	27.9%
Sales of Assets	$83,980	51.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,311	82.0%
Compensation of Officers*	$19,775	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,510,566
Total Liabilities	$0
Net Assets	$1,510,566

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$174,863

Expenses

$103,392

Net Income

$71,471

Net Assets

$1,450,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$42,074	24.1%
Interest Revenue	$14,494	8.3%
Dividends	$31,496	18.0%
Sales of Assets	$86,799	49.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,814	83.0%
Compensation of Officers*	$17,975	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,450,345
Total Liabilities	$0
Net Assets	$1,450,345

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$126,547

Expenses

$85,690

Net Income

$40,857

Net Assets

$1,378,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$26,269	20.8%
Interest Revenue	$14,068	11.1%
Dividends	$26,604	21.0%
Sales of Assets	$59,606	47.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,118	74.8%
Compensation of Officers*	$15,750	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,378,874
Total Liabilities	$1
Net Assets	$1,378,873

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$90,165

Expenses

$42,163

Net Income

$48,002

Net Assets

$1,338,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$52,987	58.8%
Interest Revenue	$7,624	8.5%
Dividends	$11,727	13.0%
Sales of Assets	$17,827	19.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,651	84.6%
Compensation of Officers*	$7,137	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,338,017
Total Liabilities	$0
Net Assets	$1,338,017

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$299,986

Expenses

$64,133

Net Income

$235,853

Net Assets

$1,290,015

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,100	83.4%
Interest Revenue	$18,831	6.3%
Dividends	$15,199	5.1%
Sales of Assets	$15,856	5.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,826	82.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,294,015
Total Liabilities	$4,000
Net Assets	$1,290,015

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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The Coopersmith Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $599k (2024)

Expenses $235k (2024)

Total Assets $2.63M (2024)

Total Liabilities $12k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$599k (2024)

Expenses

$235k (2024)

Total Assets

$2.63M (2024)

Total Liabilities

$12k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending June
2011

Fiscal Year Ending June
2009