The Copen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $614K in total assets. In 2024, it awarded 13 grants totaling $156K. Net investment income was $207K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$614K
+9.1% YoY
Annual Giving
$156K
+300.0% YoY
Grant Count
13
+160.0% YoY
Avg Grant Size
$12K
+53.8% YoY
Under IRS private-foundation payout rules, The Copen Family Foundation reported a distributable amount of $58K for 2024 — the minimum it must pay out in qualifying distributions.
About The Copen Family Foundation
Based on IRS filings
The Copen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $614K in total assets. In 2024, it awarded 13 grants totaling $156K. Net investment income was $207K.
Focus Areas
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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 | $613,629 | $562,396 | $543,444 |
| Revenue | $216,252 | $65,999 | $89,370 |
| Expenses | $165,019 | $47,072 | $84,006 |
| Qualifying Distributions | $157,704 | $40,403 | $75,573 |
| Net Investment Income | $207,298 | $58,518 | $82,737 |
| Distributable Amount | $58,024 | $53,655 | $55,082 |
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
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Keith Albee Performing Arts Center ($50,000), Baptist Health Foundation ($50,000), Woodberry Forest School ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CAMP DUDLEY WESTPORT, NY | OPERATING FUND GRANT | $5,000 |
| DEVELOPMENTAL THERAPY CENTER INC HUNTINGTON, WV | GRANT FOR SPECIAL NEEDS CHILDREN | $5,000 |
| MAYSVILLE COMMUNITY & TECHNICAL COLLEGE MAYSVILLE, KY | SCHOLARSHIP GRANT | $4,000 |
| NORTHERN KENTUCKY UNIVERSITY HIGHLAND HEIGHTS, KY | SCHOLARSHIP GRANT | $4,000 |
| WOODBERRY FOREST SCHOOL WOODBERRY FOREST, VA | ANNUAL FUND GRANT AND PERSONAL DEVELOPMENT GRANT | $10,000 |
| KEITH ALBEE PERFORMING ARTS CENTER HUNTINGTON, WV | CAPITAL FUND GRANT | $50,000 |
| KINGS MOUNTAIN TOUCHDOWN CLUB KINGS MOUNTAIN, NC | OPERATING FUND GRANT | $5,000 |
| THE CATERPILLAR LAB MARLBOROUGH, NH | OPERATING FUND GRANT | $5,000 |
| BOYS AND GIRLS CLUB OF DELRAY BEACH FL DELRAY BEACH, FL | OPERATING FUND GRANT | $5,000 |
| OHIO STATE UNIV - CA TRIPLEHORN INSECT COLLECTION COLUMBUS, OH | OPERATING FUND GRANT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BERRIDGE L COPEN | PRESIDENT | 0.5 | — |
| MARK B COPEN | SECRETARY/TREASURER | 0.5 | — |
| TIFFANY M COPEN | VICE PRESIDENT | 0.5 | — |
| ADDISON A COPEN | DIRECTOR | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Copen Family Foundation?
The Copen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. It holds $614K in total assets as of 2024.
How large is The Copen Family Foundation?
As of 2024, The Copen Family Foundation holds $614K in total assets with $216K in annual revenue. It awarded 13 grants totaling $156K in 2024.
Where does The Copen Family Foundation operate?
The Copen Family Foundation has awarded grants in Florida, Kentucky, North Carolina, New Hampshire, New York, Ohio, Virginia, West Virginia.
What size grants does The Copen Family Foundation award?
In 2024, The Copen Family Foundation awarded 13 grants totaling $156K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is The Copen Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Copen Family Foundation reported a distributable amount of $58K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Copen Family Foundation's EIN?
The Copen Family Foundation's EIN (Employer Identification Number) is 55-0779472. 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's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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