Ann F & John W Copeland Foundation
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
Under IRS private-foundation payout rules, Ann F & John W Copeland Foundation reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.
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
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
163 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Selwyn Avenue Presbyterian Church ($20,000), Brookgreen Gardens ($1,200), Charlotte Rescue Mission ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHARLOTTE RESCUE MISSION CHARLOTTE, NC | TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| BROOKGREEN GARDENS PAWLEYS ISLAND, SC | TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION | $1,200 |
| 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 |
| CATAWBA LANDS CONSERVANCY CHARLOTTE, NC | TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| ST JOHNS EPISCOPAL CHURCH CHARLOTTE, NC | TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| FIRST PRESBYTERIAN CHURCH CHARLOTTE, NC | TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| HEART MATH TUTORING CHARLOTTE, NC | TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| HOSPITALITY HOUSE OF CHARLOTTE CHARLOTTE, NC | TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANN F COPELAND | President | 1 | — |
| SHELTON C BONNIN | Secretary | — | — |
| J WESLEY COPELAND II | Vice President | — | — |
Frequently Asked Questions
How large is Ann F & John W Copeland Foundation?
As of 2024, Ann F & John W Copeland Foundation holds $572K in total assets with $32K in annual revenue. It awarded 32 grants totaling $50K in 2024.
Where does Ann F & John W Copeland Foundation operate?
Ann F & John W Copeland Foundation has awarded grants in Alabama, Georgia, Kentucky, North Carolina, South Carolina, Tennessee, Texas, Virginia.
What size grants does Ann F & John W Copeland Foundation award?
In 2024, Ann F & John W Copeland Foundation awarded 32 grants totaling $50K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Ann F & John W Copeland Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ann F & John W Copeland Foundation reported a distributable amount of $61K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Ann F & John W Copeland Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.