R & J Cope Foundation Inc

Private foundation · Grantmaker Milwaukee, WI EIN: 82-1039876

R & J Cope Foundation Inc is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $580K in total assets. In 2025, it awarded 2 grants totaling $34K. Net investment income was $191K.

Key facts about R & J Cope Foundation Inc

In short: R & J Cope Foundation Inc gave $34K across 2 grants in 2025 (avg $17K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
82-1039876
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$34,000
Grants made (2025)
2
Average grant
$17,000
Median grant
$17,000
Total assets
$579,780
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$580K

+34.0% YoY

Annual Giving

$34K

-32.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$17K

-32.0% YoY

Under IRS private-foundation payout rules, R & J Cope Foundation Inc reported a distributable amount of $54K for 2025 — the minimum it must pay out in qualifying distributions.

How R & J Cope Foundation Inc gives

  • Giving grew 240% from 2022 to 2025. Method
  • In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

LacrosseMilwaukee

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants2019 2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $10K (2019) to $50K (2024). In 2025 it made 2 grants totaling $34K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Gundersen Lutheran Med FD: $26KGundersen Lutheran Med FD$26KFroedtert Hospital FD: $9KFroedtert Hospital FD$9K

The largest 2025 recipient was Gundersen Lutheran Med FD ($26K). Together the top 2 received $34K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Gundersen Lutheran Med FD Lacrosse, WIMedical Research$25,500
Froedtert Hospital FD Milwaukee, WIMedical Research$8,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$579,780$432,564$428,044
Revenue$217,010$90,080$21,653
Expenses$69,794$85,560$44,307
Qualifying Distributions$43,090$66,844$27,695
Net Investment Income$191,300$71,364$5,041
Distributable Amount$54,078$49,743$33,600

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS January 28, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 26, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 15, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 17, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 20, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 16, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

R & J Cope Foundation Inc is led by Keith E. Lemere, President on every filing since 2019; all 3 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Keith E. Lemere

    President

    On filings since 2019

    4 hrs/week

    $20K (2019) → $20K (2025)

  • Franchion K. Lemere

    Vice President & Treasurer

    On filings since 2019

    1 hr/week

    $1K (2019) → $1K (2025)

  • Nicholas R. Lemere

    Secretary

    On filings since 2019

    1 hr/week

    $1K (2019) → $1K (2025)

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.

Compensation Overview

From 2025 IRS filing

Keith E Lemere — President: $20KKeith E LemerePresident$20KFranchion K Lemere — VP / Treasur: $1KFranchion K LemereVP / Treasur$1KNicholas R Lemere — Secretary: $1KNicholas R LemereSecretary$1K

The highest reported compensation on the 2025 filing was $20K, to Keith E Lemere (President). 3 officers or directors reported compensation on that filing.

Frequently asked questions about R & J Cope Foundation Inc

How much does R & J Cope Foundation Inc give each year?

R & J Cope Foundation Inc gave $34K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 2 grants.

How large is R & J Cope Foundation Inc?

R & J Cope Foundation Inc reported $580K in total assets on its 2025 IRS Form 990-PF. It paid out $43K in qualifying distributions that year, against a required minimum of $54K (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.

Where does R & J Cope Foundation Inc operate?

R & J Cope Foundation Inc has awarded grants in Wisconsin.

What is R & J Cope Foundation Inc's EIN?

R & J Cope Foundation Inc's EIN (Employer Identification Number) is 82-1039876. IRS Form 990 filing data is available on this page for 2019–2025.

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

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