The Copen Family Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Copen Family Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 55-0779472
Foundation Overview
Based in Charlotte, NC, The Copen Family Foundation has awarded 52 grants totaling $426,500 to organizations in Virginia, Ohio and 5 other states across the US. Individual grants range from $1,500 to $50,000, with a median award of $4,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
4 of 5 recipients (80%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
42% of grants are awarded in Ohio, with additional funding distributed across 6 other locations. The foundation balances regional focus with broader geographic diversity. Within Ohio, funding concentrates in Cleveland (23%), Dayton (23%), Hillsboro (18%).
Funding Trajectory
Declining funding trend with 29% decrease over 5 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (43%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Copen Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Northern Kentucky University | $10,000 | Highland Heights, KY, US | Scholarship Grant | 2023 |
| Mountwest Community & Technical College | $4,000 | Huntington, WV, US | Scholarship Grant | 2023 |
| Developmental Therapy Center Inc | $15,000 | Huntington, WV, US | Grant For Special Needs Children | 2023 |
| Woodberry Forest School | $6,000 | Woodberry Forest, VA, US | Annual Fund Grant And Personal Development Grant | 2023 |
| Camp Dudley | $4,000 | Westport, NY, US | Operating Fund Grant | 2023 |
| Woodberry Forest School | $5,000 | Woodberry Forest, VA, US | Annual Fund Grant And Personal Development Grant | 2022 |
| University Of Cincinnati | $4,000 | Cleveland, OH, US | Scholarship Grant | 2022 |
| Wright State University | $4,000 | Dayton, OH, US | Scholarship Grant | 2022 |
| Southern State Community College | $6,000 | Hillsboro, OH, US | Scholarship Grant | 2022 |
| The Ohio State University Foundation | $5,000 | Columbus, OH, US | Scholarship Grant | 2022 |
| Atrium Health Foundation | $50,000 | Charlotte, NC, US | Improve Health, Elevate Hope And Advance Healing | 2022 |
| Woodberry Forest School | $5,000 | Woodberry Forest, VA, US | Annual Fund Grant And Personal Development Grant | 2022 |
| University Of Cincinnati | $4,000 | Cleveland, OH, US | Scholarship Grant | 2022 |
| Wright State University | $4,000 | Dayton, OH, US | Scholarship Grant | 2022 |
| Southern State Community College | $6,000 | Hillsboro, OH, US | Scholarship Grant | 2022 |
| The Ohio State University Foundation | $5,000 | Columbus, OH, US | Scholarship Grant | 2022 |
| Atrium Health Foundation | $50,000 | Charlotte, NC, US | Improve Health, Elevate Hope And Advance Healing | 2022 |
| Woodberry Forest School | $5,000 | Woodberry Forest, VA, US | Annual Fund Grant And Personal Development Grant | 2022 |
| University Of Cincinnati | $4,000 | Cleveland, OH, US | Scholarship Grant | 2022 |
| Wright State University | $4,000 | Dayton, OH, US | Scholarship Grant | 2022 |
| Southern State Community College | $6,000 | Hillsboro, OH, US | Scholarship Grant | 2022 |
| The Ohio State University Foundation | $5,000 | Columbus, OH, US | Scholarship Grant | 2022 |
| Atrium Health Foundation | $50,000 | Charlotte, NC, US | Improve Health, Elevate Hope And Advance Healing | 2022 |
| Woodberry Forest School | $30,000 | Woodberry Forest, VA, US | Annual Fund Grant And Personal Development Grant | 2021 |
| Raymond F Kravis Center For The Performing Arts | $2,000 | West Palm Beach, FL, US | Operating Fund Grant | 2021 |
| First Presbyterian Church Of Delray Beach | $6,000 | Delray Beach, FL, US | Music Program Grant,operating Fund Grant And Capital Campaign Grant | 2021 |
| University Of Cincinnati | $2,000 | Cleveland, OH, US | Scholarship Grant | 2021 |
| Wright State University | $2,000 | Dayton, OH, US | Scholarship Grant | 2021 |
| First Presbyterian Church Of Charlotte | $6,000 | Charlotte, NC, US | Summer Camp Program And Operating Fund Grant | 2021 |
| Wittenberg University | $2,000 | Springfield, OH, US | Scholarship Grant | 2021 |
| Southern State University | $2,000 | Hillsboro, OH, US | Scholarship Grant | 2021 |
| Washington & Lee University | $3,000 | Lexington, VA, US | Law School Fund | 2021 |
| Woodberry Forest School | $29,000 | Woodberry Forest, VA, US | Annual Fund Grant And Personal Development Grant | 2020 |
| Raymond F Kravis Center For The Performing Arts | $2,000 | West Palm Beach, FL, US | Operating Fund Grant | 2020 |
| First Presbyterian Church Of Delray Beach | $6,000 | Delray Beach, FL, US | Music Program Grant,operating Fund Grant And Capital Campaign Grant | 2020 |
| University Of Cincinnati | $2,000 | Cleveland, OH, US | Scholarship Grant | 2020 |
| Wright State University | $2,000 | Dayton, OH, US | Scholarship Grant | 2020 |
| First Presbyterian Church Of Charlotte | $6,000 | Charlotte, NC, US | Summer Camp Program And Operating Fund Grant | 2020 |
| Charlotte Country Day School | $1,500 | Charlotte, NC, US | Annual Grant Fund | 2020 |
| Wittenberg University | $2,000 | Springfield, OH, US | Scholarship Grant | 2020 |
| Morehead State University | $2,000 | Morehead, KY, US | Scholarship Grant | 2020 |
| Washington & Lee University | $3,000 | Lexington, VA, US | Law School Fund | 2020 |
| Woodberry Forest School | $3,500 | Woodberry Forest, VA, US | Annual Fund Grant | 2018 |
| Raymond F Kravis Center For The Performing Arts | $2,000 | West Palm Beach, FL, US | Operating Fund Grant | 2018 |
| First Presbyterian Church Of Delray Beach | $31,000 | Delray Beach, FL, US | Music Program Grant,operating Fund Grant And Capital Campaign Grant | 2018 |
| Washington & Lee University | $3,000 | Lexington, VA, US | Law School Fund | 2018 |
| Ohio State University | $2,000 | Columbus, OH, US | Scholarship Grant | 2018 |
| First Presbyterian Church Of Charlotte | $6,000 | Charlotte, NC, US | Summer Camp Program And Operating Fund Grant | 2018 |
| Charlotte Country Day School | $1,500 | Charlotte, NC, US | Annual Grant Fund | 2018 |
| Wittenberg University | $2,000 | Springfield, OH, US | Scholarship Grant | 2018 |
| Urbana University | $2,000 | Urbana, OH, US | Scholarship Grant | 2018 |
| Morehead State University | $2,000 | Morehead, KY, US | Scholarship Grant | 2018 |
Foundations Similar to The Copen Family Foundation
Discover 5 foundations with comparable assets ($1,202,783-$1,232,522), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Stephens Endowment
EIN: 56-0633355 | 82 grants awarded |
$1,213,636
(≈ Similar) |
$5,000
median grant |
Morganton, NC
Same state |
|
|
Glenn & Stacey Eisenberg
EIN: 81-4916922 | 85 grants awarded |
$1,222,292
(≈ Similar) |
$3,500
median grant |
Charlotte, NC
Same state |
|
|
Fa Furniture Foundation
EIN: 56-6044941 | 126 grants awarded |
$1,202,783
(≈ Similar) |
$2,500
median grant |
High Point, NC
Same state |
|
|
Jesse David & Katie Bundy Scholarship
EIN: 56-6501861 | 75 grants awarded |
$1,231,518
(≈ Similar) |
$5,400
median grant |
High Point, NC
Same state |
|
|
The Griffin Foundation
EIN: 36-4780993 | 245 grants awarded |
$1,232,522
(≈ Similar) |
$2,000
median grant |
Taylorsville, NC
Same state |
|
Related Foundation Resources in NC:
Contact Information
Official contact details for The Copen Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 55-0779472 |
| Website | N/A |
| Address | 10010 COMMUNITY HOUSE RD Charlotte, NC 28277-1506 |
Key People (3)
Board members, trustees, and key staff who oversee The Copen Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Berridge L Copen |
|---|---|
| Secretary/treasurer | Mark B Copen |
| Vice President | Tiffany M Copen |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Copen Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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