Ann F & John W Copeland Foundation

CHARLOTTE, NC EIN: 56-1674347

Ann F & John W Copeland Foundation is a private foundation, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $572K in total assets. In 2024, it awarded 32 grants totaling $50K. Net investment income was $31K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$572K

-3.4% YoY

Annual Giving

$50K

-9.0% YoY

Grant Count

32

-3.0% YoY

Avg Grant Size

$2K

-6.2% YoY

About Ann F & John W Copeland Foundation

Based on IRS filings

Ann F & John W Copeland Foundation is a private foundation, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $572K in total assets. In 2024, it awarded 32 grants totaling $50K. Net investment income was $31K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

ArlingtonBelmontBirminghamCharlestonCharlotteCherryvilleDallasLouisvilleMaconMemphisMoorisvillePawleys IslandResearch Triangle PkRtpSalisbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$16K$33K$49K$65K20202021202220232024
Metric202420232022
Total Assets$572,189$592,228$619,656
Revenue$32,145$26,396$31,928
Expenses$52,184$57,131$54,591
Qualifying Distributions$51,468$56,498$53,571
Net Investment Income$31,429$29,919$23,959
Distributable Amount$61,032$53,534$54,175

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$28K$43K$57K34 grants202032 grants202132 grants202233 grants202332 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SELWYN AVENUE PRESBYTERI…$20KBROOKGREEN GARDENS$1KCHARLOTTE RESCUE MISSION$1KCATAWBA RIVERKEEPER FOUN…$1KCHARLOTTE SYMPHONY$1KCRISIS ASSISTANCE MINISTRY$1KCATAWBA LANDS CONSERVANCY$1KST JOHNS EPISCOPAL CHURCH$1KFIRST PRESBYTERIAN CHURCH$1KHEART MATH TUTORING$1K

Grant Size Distribution

163 grants across all recorded years

163<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ANN F COPELANDPresident1
SHELTON C BONNINSecretary
J WESLEY COPELAND IIVice President

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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