The Copen Family Foundation Inc
The Copen Family Foundation Inc is a private foundation based in Santa Rosa, California. Established in 1988, it operates as a family foundation with a focus on philanthropic grantmaking across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.8M
-1.0% YoY
Annual Giving
$380K
+79.7% YoY
Grant Count
39
-7.1% YoY
Avg Grant Size
$10K
+93.6% YoY
Under IRS private-foundation payout rules, The Copen Family Foundation Inc reported a distributable amount of $223K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding interests include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation primarily provides operating support to its grantees.
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Geographic Focus
Where this funder awards grants
The foundation funds organizations primarily in:
- New York
- California
- Massachusetts
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total assets: $3,784,539
- Total revenues: $459,445
- Total expenses: $499,268
- Total giving: $380,072
- Staff: 1 employee
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,784,539 | $3,824,362 | $4,040,056 |
| Revenue | $459,445 | $103,586 | $120,470 |
| Expenses | $499,268 | $319,280 | $343,871 |
| Qualifying Distributions | $432,687 | $255,275 | $279,731 |
| Net Investment Income | $393,451 | $41,204 | $63,830 |
| Distributable Amount | $222,545 | $214,841 | $235,095 |
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
194 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Youth Service America ($160,000), State Voices ($100,000), Hebrew Free Loan Society ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ABORTION FUNDSORG BEAVERTON, OR | OPERATING SUPPORT | $1,000 |
| ACTBLUE CHARITIES SOMERVILLE, MA | OPERATING SUPPORT | $100 |
| ADL NEW YORK, NY | OPERATING SUPPORT | $3,126 |
| ALPHABETA NEW YORK, NY | OPERATING SUPPORT | $180 |
| ALZHEIMERS ASSOCIATION CHICAGO, IL | OPERATING SUPPORT | $1,040 |
| AMERICAN JEWISH COMMITTEE PHILIDELPHIA, PA | OPERATING SUPPORT | $3,141 |
| AMERICAN JEWISH WORLD SERVICE NEW YORK, NY | OPERATING SUPPORT | $5,000 |
| CATHOLIC CHARITIES USA ALEXANDRIA, VA | OPERATING SUPPORT | $3,000 |
| CERES BOSTON, MA | OPERATING SUPPORT | $1,061 |
| DOCTORS WITHOUT BORDERS NEW YORK, NY | OPERATING SUPPORT | $1,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Peter Copen — Director (2024)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PETER COPEN | DIRECTOR | 20 | $60,000 |
| KARINA COPEN | DIRECTOR | 2 | — |
| BRENT COPEN | DIRECTOR | 2 | — |
Contact Information
Address: 6324 Meadowridge Drive, Santa Rosa, CA 95409
Telephone: 858-551-8147
EIN: 51-0196882
Frequently Asked Questions
What does The Copen Family Foundation Inc fund?
The foundation's primary funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from The Copen Family Foundation Inc?
**Grant Activity:** • Made 29 grants in 2024 • Total giving: $380,072 (2024) • Typical award range: $100,000–$160,000 **Recent Grants (2024):** • Youth Service America: $160,000 (Operating Support) • State Voices: $100,000 (Operating Support) • Hebrew Free Loan Society (HFLS): $30,000 (Operating Support) The foundation primarily provides operating support to its grantees.
Where does The Copen Family Foundation Inc make grants?
The foundation funds organizations primarily in: • New York • California • Massachusetts
What size grants does The Copen Family Foundation Inc award?
In 2024, The Copen Family Foundation Inc awarded 39 grants totaling $380K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is The Copen Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Copen Family Foundation Inc reported a distributable amount of $223K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Copen Family Foundation Inc's EIN?
The Copen Family Foundation Inc's EIN (Employer Identification Number) is 51-0196882. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Copen Family Foundation Inc's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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