Funder DirectoryTHE COPEN FAMILY FOUNDATION
Back to directory

Private foundation (trust)EIN 550779472Est. 2001-09

THE COPEN FAMILY FOUNDATION

CHARLOTTE, NC 28277

Accepts unsolicited proposals

Total Assets

$1.2M

FY 2023

Annual Giving

$39K

FY 2023

Grants Made

5

FY 2023

Avg Grant

$8K

FY 2023

Grant Range

$4K–$15K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$66K

Total Expenses

$47K

Qualifying Distributions

$40K

Distributable Amount

$54K

Min. Investment Return

$54K

Payout rate 75%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.75%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $4K through median $6K to maximum $15K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $74K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

40 grants

WOODBERRY FOREST SCHOOL
$74K
5 grants
ATRIUM HEALTH FOUNDATION
$50K
1 grant
FIRST PRESBYTERIAN CHURCH OF DELRAY BEACH
$43K
3 grants
FIRST PRESBYTERIAN CHURCH OF CHARLOTTE
$18K
3 grants
DEVELOPMENTAL THERAPY CENTER INC
$15K
1 grant
NORTHERN KENTUCKY UNIVERSITY
$10K
1 grant
WASHINGTON & LEE UNIVERSITY
$9K
3 grants
WRIGHT STATE UNIVERSITY
$8K
3 grants

Grant Size Distribution

40 grants

<$10K
35
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Virginia
$83K
30% of total
North Carolina
$71K
25% of total
Florida
$49K
18% of total
Ohio
$39K
14% of total
West Virginia
$19K
7% of total
Kentucky
$14K
5% of total
New York
$4K
1% of total

Ready to work on a proposal for THE COPEN FAMILY FOUNDATION?

This funder accepts unsolicited proposals. Start a draft with them pre-selected.

Draft an application for THE COPEN FAMILY FOUNDATION
Funder alerts

Track THE COPEN FAMILY FOUNDATION

Get an email when Grantivo has new data for THE COPEN FAMILY FOUNDATION, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.

Free. Unsubscribe anytime. Or create an account to draft an application.

THE COPEN FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo