R & J Cope Foundation Inc

Foundation · Grantmaker MILWAUKEE, WI EIN: 82-1039876

R & J Cope Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $433K in total assets. In 2024, it awarded 2 grants totaling $50K. Net investment income was $71K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$433K

+1.1% YoY

Annual Giving

$50K

+400.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$25K

+400.0% YoY

Under IRS private-foundation payout rules, R & J Cope Foundation Inc reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.

About R & J Cope Foundation Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $90K (100%)

States

Wisconsin

Cities

LacrosseMilwaukee

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$432,564	$428,044	$450,698
Revenue	$90,080	$21,653	$72,975
Expenses	$85,560	$44,307	$44,392
Qualifying Distributions	$66,844	$27,695	$27,705
Net Investment Income	$71,364	$5,041	$56,418
Distributable Amount	$49,743	$33,600	$30,931

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Gundersen Lutheran Med Fd ($37,500), Froedtert Hospital Fd ($12,500).

Recipient	Purpose	Amount
GUNDERSEN LUTHERAN MED FD LACROSSE, WI	MEDICAL RESEARCH	$37,500
FROEDTERT HOSPITAL FD MILWAUKEE, WI	MEDICAL RESEARCH	$12,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KEITH E LEMERE	PRESIDENT	—	$20,000
FRANCHION K LEMERE	VP / TREASUR	—	$1,250
NICHOLAS R LEMERE	SECRETARY	—	$1,250

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is R & J Cope Foundation Inc?

R & J Cope Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $433K in total assets as of 2024.

How large is R & J Cope Foundation Inc?

As of 2024, R & J Cope Foundation Inc holds $433K in total assets with $90K in annual revenue. It awarded 2 grants totaling $50K in 2024.

Where does R & J Cope Foundation Inc operate?

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

What size grants does R & J Cope Foundation Inc award?

In 2024, R & J Cope Foundation Inc awarded 2 grants totaling $50K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is R & J Cope Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, R & J Cope Foundation Inc reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.