Copperleaf Charitable Foundation Inc logo

Copperleaf Charitable Foundation Inc

Public charity · Grantmaker Estero, FL EIN: 20-0923425 Website

Copperleaf Charitable Foundation Inc is an Estero, Florida-based public charity established in 2004. It raises and distributes funds to support local charities working in food, education, health care, and basic needs.

Copperleaf Charitable Foundation Inc at a glance

In short: Copperleaf Charitable Foundation Inc gave $288K across 13 grants in 2026 (avg $22K), mostly in Florida. 0% of 2026 grantees were new. Source: 2026 IRS Form 990.

Annual giving (2026)
$288,000
+27.4% vs 2025
Grants made (2026)
13
+18.2% vs 2025
Average grant
$22,154
+7.8% vs 2025
Median grant
$12,000
Total assets
$856,191
+25.0% vs 2025
New grantees (estimate)
0% first-time grantees (0 of 13, 2026; small sample)
Primary geography
Florida (77% of itemized 2026 grant dollars)
Latest 990 filing
Form 990, 2026 View filing

Data from IRS Form 990, 2026; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Copperleaf Charitable Foundation Inc

Contact

Mailing address: 23101 Copperleaf Boulevard, Estero, FL 34135
Phone: (239) 390-2027
Website: https://copperleaffoundation.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Copperleaf Charitable Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2026

Harry Chapin Food Bank: $80KHarry Chapin Food Bank$80KHome Base - Red SOX & Mass Gen'l for Vets: $65KHome Base - Red SOX & MassGen'l for Vets$65KNew Horizons of SW Florida: $30KNew Horizons of SW Florida$30KAbuse Counseling & Treatment Inc: $20KAbuse Counseling & TreatmentInc$20KLMHS Foundation - Kids Minds Matter: $18KLMHS Foundation - Kids MindsMatter$18KCommunity Cooperative: $17KCommunity Cooperative$17KCafe of Life Inc: $12KCafe of Life Inc$12KInterfaith Charities of South Lee County: $10KInterfaith Charities of SouthLee County$10KOur Mother's Home of SW FL: $9KOur Mother's Home of SW FL$9KBonita Springs Assisstance Office: $7KBonita Springs AssisstanceOffice$7K

The largest 2026 recipient was Harry Chapin Food Bank ($80K). Together the top 10 received $268K.

Grant Size Distribution

56 grants across all recorded years

48<$50K8$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 48 grants of 56 (86%).

Geographic Focus

Where this funder awards grants

The foundation describes its work as supporting local charities in Southwest Florida. In filing year 2026, 77% of grant dollars went to recipients in Florida and 23% to recipients in Massachusetts.

Grant Distribution by State

2states

Share of 2026 grant dollars across all 13 itemized grants.

Cities

Fort MyersBonita SpringsBostonNaples

Is Copperleaf Charitable Foundation Inc open to new grantees?

0%

first-time grantees, 2026

In 2026, 0 of 13 grantees (0%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. How we count

  • 85% of 2026 grantees were also funded in 2025. Method
  • Giving grew 21% from 2023 to 2026. Method

Estimate from itemized grant lists in IRS Form 990 filings (2022–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K9 grants2022 11 grants2023 12 grants2024 11 grants2025 13 grants2026

From 2022 to 2026, annual grant giving ranged from $193K (2022) to $288K (2026). In 2026 it made 13 grants totaling $288K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Harry Chapin Food Bank Fort Myers, FLProvide human needs to the very poor and hungary people.$80,000
Home Base - Red SOX & Mass Gen'l for Vets Boston, MATo provide counseling, clinical support and treatment to veterans suffering from ptsd or other invisible wounds$65,000
New Horizons of SW Florida Naples, FLAfter-school and summer clubs that provide tutoring, mentoring and character-building experiences.$30,000
Abuse Counseling & Treatment Inc Fort Myers, FLProvide shelter, treatment, counseling and education to victims of sexual and domestic violence.$20,000
LMHS Foundation - Kids Minds Matter Fort Myers, FLAdvance pediatric mental and behavioral health in sw fl$18,000
Community Cooperative Fort Myers, FLTo Help Eliminate Hunger and Homelessness.$17,000
Cafe of Life Inc Bonita Springs, FLProvide human needs to the very poor and hungary people.$12,000
Interfaith Charities of South Lee County Fort Myers, FLProvide for those in need by providing food, rent and utilities assisstance.$10,000
Our Mother's Home of SW FL Fort Myers, FLProvide a safe nurturing home for teen-aged mothers and their babies$9,000
Bonita Springs Assisstance Office Bonita Springs, FLProvide temporary assisstance to residents affected by an unexpected crisis.$7,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2026$856,191$425,666$311,130$288,00013$21,107
2025$684,849$327,404$255,253$226,00011$44,072
2024$603,081$296,106$260,526$245,00012$17,490
2023$524,548$307,044$264,884$238,50011$21,263
2022$457,029$289,985$223,769$192,5009$29,955

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s stated mission is to collect and distribute funds for food, education, and health care for local charities and the community surrounding Copperleaf Golf Club. Its 2025 filing says a charity must have a mission that includes health care, food and basic-needs assistance, or education to be considered for a grant.

Recent grantees illustrate these areas. Abuse Counseling & Treatment describes its mission as providing shelter, treatment, counseling, hotline services, and education to victims of sexual and domestic violence. Community Cooperative says it works to end hunger and homelessness in Southwest Florida through meals, groceries, social services, and education. The Literacy Council Gulf Coast says it empowers adults, children, and families to acquire English literacy skills and education.

Grantmaking

In filing year 2026, the foundation gave $288,000 across 13 grants. Grant amounts ranged from $6,000 to $80,000, with a median of $12,000. The largest awards included $80,000 to Harry Chapin Food Bank, $65,000 to Home Base–Red Sox & Mass General for veterans, $30,000 to New Horizons of SW Florida, and $20,000 to Abuse Counseling & Treatment.

Other 2026 grants included $18,000 to LMHS Foundation–Kids Minds Matter, $17,000 to Community Cooperative, $12,000 to Cafe of Life, $10,000 to Interfaith Charities of South Lee County, and $9,000 to Our Mother’s Home of SW FL. The website describes the foundation’s fundraising as including an annual drive, events, and corporate sponsors.

The 2025 filing describes a grant process in which each of the foundation’s 13 charities has an advocate on the board. The advocate sends a grant request to the charity, which must complete it and provide a copy of its most recent Form 990. The grant committee reviews requests and supporting information, presents its recommendations to the board in April, and the board discusses and approves final grant amounts.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2026 filing lists Barb Brown, vice president; William Starr, president; Helene Diederich, treasurer; and Bill O’Dell, secretary. Directors listed are Kelli Matthew, Dennis Engel, Mark Grzesiak, Ann Kalin, Donna Kasle, and David Maher.

Copperleaf Charitable Foundation Inc is led by William Starr, President on every filing since 2022; none of the 12 officers listed in 2026 report compensation.

Officers on the 2026 filing

  • William Starr

    President

    On filings since 2022

    16 hrs/week

    No compensation reported

  • Ann Kalin

    Director

    On filings since 2022

    3 hrs/week

    No compensation reported

  • Mark Grzesiak

    Director

    Treasurer → Director, 2026

    On filings since 2022

    3 hrs/week

    No compensation reported

  • Dennis Engel

    Director

    On filings since 2024

    3 hrs/week

    No compensation reported

  • Marcia Allison

    Director

    On filings since 2024

    8 hrs/week

    No compensation reported

  • David Maher

    Director

    On filings since 2025

    5 hrs/week

    No compensation reported

  • Donna Kasle

    Director

    On filings since 2025

    8 hrs/week

    No compensation reported

  • Kelli Matthew

    Director

    New on the 2026 filing

    3 hrs/week

    No compensation reported

  • Stephanie Rustad

    Director

    New on the 2026 filing

    3 hrs/week

    No compensation reported

  • Barb Brown

    Vice President

    Director → Vice President, 2023

    On filings since 2022

    10 hrs/week

    No compensation reported

  • Bill O'Dell

    Secretary

    Director → Secretary, 2025

    On filings since 2022

    10 hrs/week

    No compensation reported

  • Helene Diederich

    Treasurer

    New on the 2026 filing

    10 hrs/week

    No compensation reported

Former officers (7)
  • Former: Joe Gallagher (2022–2025) — Director
  • Former: Randal Schumacher (2023–2025) — Director
  • Former: Jeffrey Younger (2022–2024) — Secretary
  • Former: Sherri Veit (2022–2024) — Director
  • Former: Frank Morrison (2022–2023) — Director
  • Former: Mary Ann Wagner (2022–2023) — Secretary
  • Former: Fred Glantz (2022) — Vice President

Data from IRS Form 990 filings, 2022–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Copperleaf Charitable Foundation Inc

How much does Copperleaf Charitable Foundation Inc give each year?

Copperleaf Charitable Foundation Inc gave $288K across 13 grants in 2026, according to its 2026 IRS Form 990. In 2025 it gave $226K across 11 grants.

What is Copperleaf Charitable Foundation Inc's typical grant size?

Copperleaf Charitable Foundation Inc's median grant in 2026 was $12,000, and its average grant was $22,154, across 13 grants on its 2026 IRS Form 990.

Where does Copperleaf Charitable Foundation Inc give grants?

Copperleaf Charitable Foundation Inc gives mostly in Florida: 77% of the grant dollars itemized on its 2026 IRS Form 990 went to recipients there. The next largest state was Massachusetts (23%). The most frequent recipient cities were Fort Myers, FL (8 grants) and Bonita Springs, FL (3 grants).

Does Copperleaf Charitable Foundation Inc give general operating support?

Not in 2026: none of the 13 grants with a stated purpose on Copperleaf Charitable Foundation Inc's 2026 IRS Form 990 were described as general or operating support.

Who are Copperleaf Charitable Foundation Inc's largest grantees?

Copperleaf Charitable Foundation Inc's largest 2026 grantees include Harry Chapin Food Bank ($80,000), Home Base - Red SOX & Mass Gen'l for Vets ($65,000) and New Horizons of SW Florida ($30,000), according to its 2026 IRS Form 990. Together they received 61% of its itemized 2026 grant dollars.

How large is Copperleaf Charitable Foundation Inc?

Copperleaf Charitable Foundation Inc reported $856K in total assets on its 2026 IRS Form 990. Its revenue that year was $426K.

What does Copperleaf Charitable Foundation Inc fund?

The foundation’s stated mission is to collect and distribute funds for food, education, and health care for local charities and the community surrounding Copperleaf Golf Club. See mission & focus areas ↑

How do I apply for a grant from Copperleaf Charitable Foundation Inc?

Copperleaf Charitable Foundation Inc has no public application process in the sources Grantable reviewed. Check copperleaffoundation.org for current guidelines, or contact the foundation directly before submitting a request.

What is Copperleaf Charitable Foundation Inc's EIN?

Copperleaf Charitable Foundation Inc's EIN (Employer Identification Number) is 20-0923425. IRS Form 990 filing data is available on this page for 2022–2026.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2025 (received by the IRS September 5, 2025)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS October 10, 2022)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS September 22, 2023)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS September 9, 2024)
  5. Added Form 990 for fiscal year 2026 (received by the IRS August 21, 2026)
  6. IRS filings on file for fiscal years 2022–2025

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Cite this profile

Grantable. (2026). Copperleaf Charitable Foundation Inc funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/copperleaf-charitable-foundation-inc-morg_5b72b202b5e348bb99fc665cf7fb1022

BibTeX
@misc{grantable_200923425_2026,
  author       = {{Grantable}},
  title        = {{Copperleaf Charitable Foundation Inc funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/copperleaf-charitable-foundation-inc-morg_5b72b202b5e348bb99fc665cf7fb1022},
  note         = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Copperleaf Charitable Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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