The Copen Family Foundation
The Copen Family Foundation is a private foundation, based in Myrtle Beach, SC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $582K in total assets. In 2025, it awarded 9 grants totaling $148K. Net investment income was $120K.
The Copen Family Foundation at a glance
In short: The Copen Family Foundation gave $148K across 9 grants in 2025 (avg $16K), mostly in West Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $148,000
- -5.1% vs 2024
- Grants made (2025)
- 9
- -30.8% vs 2024
- Average grant
- $16,444
- +37.0% vs 2024
- Median grant
- $5,000
- Total assets
- $581,633
- -5.2% vs 2024
- Primary geography
- West Virginia (71% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Copen Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Keith Albee Performing Arts Center ($100K). Together the top 9 received $148K.
Grant Size Distribution
42 grants across all recorded years
The most common grant size was under $50K: 38 grants of 42 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How The Copen Family Foundation gives
- Giving grew 100% from 2022 to 2025. Method
- In 2025 it paid out 258% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $39K (2023) to $156K (2024). In 2025 it made 9 grants totaling $148K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Keith Albee Performing Arts Center Huntington, WV | Capital Fund Grant | $100,000 |
| Woodberry Forest School Woodberry Forest, VA | Annual Fund Grant and Personal Development Grant | $10,000 |
| Kings Mountain Touchdown Club Kings Mountain, NC | Operating Fund Grant | $8,000 |
| The Caterpillar Lab Marlborough, NH | Operating Fund Grant | $8,000 |
| Camp Dudley Westport, NY | Operating Fund Grant | $5,000 |
| Developmental Therapy Center Inc Huntington, WV | Grant for Special Needs Children | $5,000 |
| Kentucky Christian University Grayson, KY | Scholarship Grant | $4,000 |
| Xavier University Cincinnati, OH | Scholarship Grant | $4,000 |
| Morehead State University Morehead, KY | Scholarship Grant | $4,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $581,633 | $129,842 | $161,813 | $148,000 | 9 | $150,095 | $120,035 | $58,217 |
| 2024 | $613,629 | $216,252 | $165,019 | $156,000 | 13 | $157,704 | $207,298 | $58,024 |
| 2023 | $562,396 | $65,999 | $47,072 | $39,000 | 5 | $40,403 | $58,518 | $53,655 |
| 2022 | $543,444 | $89,370 | $84,006 | $74,000 | 6 | $75,573 | $82,737 | $55,082 |
| 2021 | $538,080 | $91,967 | $62,839 | $55,000 | 9 | $56,406 | $85,509 | $53,789 |
| 2020 | $508,952 | $-3,511 | $62,873 | $55,500 | 10 | — | $982 | $47,322 |
| 2019 | $575,336 | $88,235 | $92,787 | $85,500 | 11 | — | $82,532 | $43,987 |
Under IRS private-foundation payout rules, The Copen Family Foundation reported a distributable amount of $58K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Copen Family Foundation is led by Berridge L. Copen, President on every filing since 2019; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Berridge L. Copen
President
On filings since 2019
0.5 hrs/week
No compensation reported
Addison A. Copen
Director
On filings since 2024
0.5 hrs/week
No compensation reported
Edward Taylor
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Mark B. Copen
Secretary & Treasurer
Assistant → Secretary & Treasuer, 2022
Secretary & Treasuer → Secretary & Treasurer, 2023
On filings since 2019
0.5 hrs/week
No compensation reported
Tiffany M. Copen
Vice President
Assistant → Vice President, 2022
On filings since 2019
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: Noel P. Copen (2019–2021) — Vice President
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.
Frequently asked questions about The Copen Family Foundation
How much does The Copen Family Foundation give each year?
The Copen Family Foundation gave $148K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $156K across 13 grants.
What is The Copen Family Foundation's typical grant size?
The Copen Family Foundation's median grant in 2025 was $5,000, and its average grant was $16,444, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Copen Family Foundation give grants?
The Copen Family Foundation gives mostly in West Virginia: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Virginia (7%) and North Carolina (5%). The most frequent recipient cities were Huntington, WV (2 grants).
Does The Copen Family Foundation give general operating support?
Yes: 44% of The Copen Family Foundation's 2025 grants with a stated purpose (4 of 9) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarship Grant" (3 grants).
Who are The Copen Family Foundation's largest grantees?
The Copen Family Foundation's largest 2025 grantees include Keith Albee Performing Arts Center ($100,000), Woodberry Forest School ($10,000) and Kings Mountain Touchdown Club ($8,000), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.
How large is The Copen Family Foundation?
The Copen Family Foundation reported $582K in total assets on its 2025 IRS Form 990-PF. It paid out $150K in qualifying distributions that year, against a required minimum of $58K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 5, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 28, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Copen Family Foundation funds
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