Ann F & John W Copeland Charitable Foundation
- Assets
- $619.7k
- Revenue
- $31.9k
- Investments
- $586.6k
- Employees
- 0
- Location
- Charlotte, NC
- Founding
- 02/1990
- Data as of
- 12/2022
- EIN
- 56-1674347
Organization Overview
Ann F & John W Copeland Charitable Foundation is located in Charlotte, NC. The organization was established in 1990. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ann F & John W Copeland Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Ann F & John W Copeland Charitable Foundation generated $31.9k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (1.1%) each year. All expenses for the organization totaled $54.6k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Ann F & John W Copeland Charitable Foundation has awarded 234 individual grants totaling $346,905. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS TO ASSIST IN ACHIEVING THE TAX-EXEMPT GOALS OF THEIR RESPECTIVE EXEMPT ACTIVITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ann F Copeland President | 1 | $0 | |
Shelton C Bonnin Secretary | 0 | $0 | |
J Wesley Copeland II Vice President | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $582 |
| Dividends & Interest | $24,397 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $6,949 |
| Total Revenue | $31,928 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $720 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $326 |
| Total operating and administrative expenses | $2,531 |
| Contributions, gifts, grants paid | $52,060 |
| Total expenses and disbursements | $54,591 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $33,061 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $586,595 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $619,656 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Ann F & John W Copeland Charitable Foundation has awarded $52,060 in support to 32 organizations.
| Grant Recipient | Amount |
|---|---|
CHARLOTTE RESCUE MISSION PURPOSE: TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
CATAWBA RIVERKEEPER FOUNDATION PURPOSE: TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
BROOKGREEN GARDENS PURPOSE: TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION | $1,110 |
CHARLOTTE SYMPHONY PURPOSE: TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
CRISIS ASSISTANCE MINISTRY PURPOSE: TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
FIRST UNITED PRESBYTERIAN CHURCH PURPOSE: TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION | $1,000 |