Ann F & John W Copeland Foundation
The Ann F & John W Copeland Foundation is a private foundation based in Charlotte, North Carolina. It makes grants to charitable organizations; its 2025 filing says it contributes only to preselected organizations.
Key facts about Ann F & John W Copeland Foundation
In short: Ann F & John W Copeland Foundation gave $57K across 34 grants in 2025 (avg $2K), mostly in North Carolina. 15% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 56-1674347
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $57,325
- Grants made (2025)
- 34
- Average grant
- $1,686
- Median grant
- $1,000
- New grantees (estimate)
- 15% first-time grantees (5 of 34, 2025)
- Total assets
- $584,602
- Primary geography
- North Carolina (82% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$585K
+2.2% YoY
Annual Giving
$57K
+14.0% YoY
Grant Count
34
+6.3% YoY
Avg Grant Size
$2K
+7.3% YoY
Under IRS private-foundation payout rules, Ann F & John W Copeland Foundation reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.
Is Ann F & John W Copeland Foundation open to new grantees?
15%
first-time grantees, 2025
In 2025, 5 of 34 grantees (15%) were first-time recipients. First grants averaged $1K; repeat grants $2K. How we count
Medians: $1K first-time, $1K repeat.
- 85% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s own filing describes donations as supporting the tax-exempt goals of recipient organizations’ activities. Its 2025 grantees include organizations working in areas such as food assistance, shelter, health, and the arts and environment. For example, Rowan Helping Ministries describes its services as providing shelter, food, clothing, and other assistance to people in need. Brookgreen Gardens says it collects, preserves, and exhibits American sculpture and South Carolina flora and fauna.
Grantmaking
In 2025, the foundation reported 34 grants totaling $57,325. Awards ranged from $100 to $20,000, with a median of $1,000. The largest listed grant was $20,000 to Selwyn Avenue Presbyterian Church in Charlotte. Other notable grants included $3,025 to Brookgreen Gardens in Pawleys Island, South Carolina, and $2,000 each to Charlotte Rescue Mission, Nourish Up, Rowan Helping Ministries, and Baskervill Food Pantry.
How to Apply
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.
Ready to take the next step with Ann F & John W Copeland Foundation?
Geographic Focus
Where this funder awards grants
In 2025, 82% of grant dollars went to organizations in North Carolina and 11% to organizations in South Carolina. The remaining shares went to Texas, Alabama, and Tennessee, at 2% each.
Grant Distribution by State
Share of 2025 grant dollars across all 34 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $50K (2019) to $57K (2025). In 2025 it made 34 grants totaling $57K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Selwyn Avenue Presbyterian Church ($20K). Together the top 10 received $35K.
Grant Size Distribution
163 grants across all recorded years
The most common grant size was under $50K: 163 grants of 163 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Selwyn Avenue Presbyterian Church Charlotte, NC | To further the charitable purpose of the donee organization | $20,000 |
| Brookgreen Gardens Pawleys Island, SC | To further the charitable purpose of the donee organization | $3,025 |
| Charlotte Rescue Mission Charlotte, NC | To further the charitable purpose of the donee organization | $2,000 |
| Nourish up Charlotte, NC | To further the charitable purpose of the donee organization | $2,000 |
| Rowan Helping Ministries Salisbury, NC | To further the charitable purpose of the donee organization | $2,000 |
| Baskervill Food Pantry Pawleys Island, SC | To further the charitable purpose of the donee organization | $2,000 |
| Catawba Riverkeeper Foundation Charlotte, NC | To further the charitable purpose of the donee organization | $1,000 |
| Charlotte Symphony Charlotte, NC | To further the charitable purpose of the donee organization | $1,000 |
| Crisis Assistance Ministry Charlotte, NC | To further the charitable purpose of the donee organization | $1,000 |
| Breast Cancer Foundation Frisco, TX | To further the charitable purpose of the donee organization | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant sum | Grant count |
|---|---|---|---|---|---|
| 2025 | $584,602 | $75,389 | $58,870 | $57,325 | 34 |
| 2024 | $572,189 | $32,145 | $52,184 | $50,300 | 32 |
| 2023 | $592,228 | $26,396 | $57,131 | $55,300 | 33 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $584,602 | $572,189 | $592,228 |
| Revenue | $75,389 | $32,145 | $26,396 |
| Expenses | $58,870 | $52,184 | $57,131 |
| Qualifying Distributions | $58,570 | $51,468 | $56,498 |
| Net Investment Income | $33,689 | $31,429 | $29,919 |
| Distributable Amount | $64,450 | $61,032 | $53,534 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Ann F Copeland as President, Shelton C Bonnin as Secretary, and J Wesley Copeland II as Vice President.
Ann F & John W Copeland Foundation is led by Ann F. Copeland, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ann F. Copeland
President
On filings since 2019
1 hr/week
No compensation reported
J. Wesley Copeland II
Vice President
On filings since 2019
No compensation reported
Shelton C. Bonnin
Secretary
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 8300 Bar Harbor Lane, Charlotte, NC 28210
Phone: (704) 640-2561
Frequently asked questions about Ann F & John W Copeland Foundation
How much does Ann F & John W Copeland Foundation give each year?
Ann F & John W Copeland Foundation gave $57K across 34 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 32 grants.
What is Ann F & John W Copeland Foundation's typical grant size?
Ann F & John W Copeland Foundation's median grant in 2025 was $1,000, and its average grant was $1,686, across 34 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Ann F & John W Copeland Foundation that year got $1K on average.
Where does Ann F & John W Copeland Foundation give grants?
Ann F & John W Copeland Foundation gives mostly in North Carolina: 82% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was South Carolina (11%). The most frequent recipient cities were Charlotte, NC (20 grants), Salisbury, NC (3 grants) and Pawleys Island, SC (2 grants).
Who are Ann F & John W Copeland Foundation's largest grantees?
Ann F & John W Copeland Foundation's largest 2025 grantees include Selwyn Avenue Presbyterian Church ($20,000), Brookgreen Gardens ($3,025) and Charlotte Rescue Mission ($2,000), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is Ann F & John W Copeland Foundation?
Ann F & John W Copeland Foundation reported $585K in total assets on its 2025 IRS Form 990-PF. It paid out $59K in qualifying distributions that year, against a required minimum of $64K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Ann F & John W Copeland Foundation fund?
The foundation’s own filing describes donations as supporting the tax-exempt goals of recipient organizations’ activities. Its 2025 grantees include organizations working in areas such as food assistance, shelter, health, and the arts and environment. See mission & focus areas ↑
How do I apply for a grant from Ann F & John W Copeland Foundation?
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Ann F & John W Copeland Foundation's EIN?
Ann F & John W Copeland Foundation's EIN (Employer Identification Number) is 56-1674347. IRS Form 990 filing data is available on this page for 2019–2025.
Does Ann F & John W Copeland Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Ann F & John W Copeland Foundation by hand.
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