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· Private foundation

The Copen Family Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$148k
Granted FY2025still arriving
9
Grants FY2025still arriving
7
States reached
$100k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Education$210kHealth$150kArts & Culture$58kReligion$49kRecreation & Sports$29kYouth Development$14kAnimals$5kScience & Tech$5k
02FY2025 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k7 grants · $38k
  • $10k–50k1 grant · $10k
  • $50k–250k1 grant · $100k
$5,000
Median grant
7
States reached
$582k
Total assets
Largest grants
RecipientAmount
KEITH ALBEE PERFORMING ARTS CENTER$100,000
WOODBERRY FOREST SCHOOL$10,000
KINGS MOUNTAIN TOUCHDOWN CLUB$8,000
THE CATERPILLAR LAB$8,000
DEVELOPMENTAL THERAPY CENTER INC$5,000
CAMP DUDLEY$5,000
MOREHEAD STATE UNIVERSITY$4,000
KENTUCKY CHRISTIAN UNIVERSITY$4,000
XAVIER UNIVERSITY$4,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY18–25) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 96% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%CAMP DUDLEY: $5k → 13%RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS: $2k → 11%BAPTIST HEALTH FOUNDATION: $50k → 15%FIRST PRESBYTERIAN CHURCH OF CHARLOTTE: $6k → 10%KINGS MOUNTAIN TOUCHDOWN CLUB: $8k → 17%WRIGHT STATE UNIVERSITY: $4k → 9%URBANA UNIVERSITY: $2k → 10%SOUTHERN STATE COMMUNITY COLLEGE: $6k → 15%XAVIER UNIVERSITY: $4k → 16%WEST VIRGINIA WESLEYAN UNIVERSITY: $4k → 19%KEITH ALBEE PERFORMING ARTS CENTER: $100k → 19%WOODBERRY FOREST SCHOOL: $30k → 11%WASHINGTON & LEE UNIVERSITY: $3k → 12%THE CATERPILLAR LAB: $8k → 9%KENTUCKY CHRISTIAN UNIVERSITY: $4k → 20%MAYSVILLE COMMUNITY & TECHNICAL COLLEGE: $4k → 20%MOREHEAD STATE UNIVERSITY: $4k → 21%CAMP DUDLEY: $5k → 13%FIRST PRESBYTERIAN CHURCH OF CHARLOTTE: $6k → 10%KINGS MOUNTAIN TOUCHDOWN CLUB: $5k → 17%OHIO STATE UNIV - CA TRIPLEHORN INSECT COLLECTION: $5k → 15%XAVIER UNIVERSITY: $4k → 16%KEITH ALBEE PERFORMING ARTS CENTER: $50k → 19%WOODBERRY FOREST SCHOOL: $29k → 11%WASHINGTON & LEE UNIVERSITY: $3k → 12%THE CATERPILLAR LAB: $5k → 9%CAMP DUDLEY: $4k → 13%FIRST PRESBYTERIAN CHURCH OF CHARLOTTE: $6k → 10%DEVELOPMENTAL THERAPY CENTER INC: $15k → 19%WOODBERRY FOREST SCHOOL: $29k → 11%WASHINGTON & LEE UNIVERSITY: $3k → 12%FIRST PRESBYTERIAN CHURCH OF CHARLOTTE: $6k → 10%DEVELOPMENTAL THERAPY CENTER INC: $5k → 19%WOODBERRY FOREST SCHOOL: $10k → 11%WASHINGTON & LEE UNIVERSITY: $3k → 12%BOYS AND GIRLS CLUB OF DELRAY BEACH FL: $5k → 11%ATRIUM HEALTH FOUNDATION: $50k → 10%DEVELOPMENTAL THERAPY CENTER INC: $5k → 19%WOODBERRY FOREST SCHOOL: $10k → 11%FIRST PRESBYTERIAN CHURCH OF DELRAY BEACH: $31k → 11%ATRIUM HEALTH SERVICES FBO LEVINE CANCER INSTITUTE: $30k → 10%MOUNTWEST COMMUNITY & TECHNICAL COLLEGE: $4k → 19%WOODBERRY FOREST SCHOOL: $6k → 11%FIRST PRESBYTERIAN CHURCH OF DELRAY BEACH: $6k → 11%WOODBERRY FOREST SCHOOL: $5k → 11%FIRST PRESBYTERIAN CHURCH OF DELRAY BEACH: $6k → 11%WOODBERRY FOREST SCHOOL: $4k → 11%FIRST PRESBYTERIAN CHURCH OF DELRAY BEACH: $6k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

NH
NY
OH
KY
WV
VA
NC
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

74%of every dollar goes to organizations it has funded before.
$497k · 18 repeat orgs$171k to everyone else

18 repeat relationships: 8 still active in FY2025, 10 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

18
12

Total granted

$497k
$167k

Median revenue growth · since first grant

-1%
+79%

Still filing today

61%
17%

New vs renewed · share of each year

In FY2025, 97% of grant dollars renewed an existing relationship; $4k went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24’25
EducationArts & CultureHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • WF
    WOODBERRY FOREST SCHOOL
    8× · 2018–2025 · $123k · revenue +25%
  • Washington and Lee University
    4× · 2018–2021 · $12k · revenue +96%
  • RF
    RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC
    4× · 2018–2021 · $8k · revenue +37%

Funded once

  • BH
    BAPTIST HEALTH FOUNDATION
    one grant, 2024 · $50k
  • AH
    ATRIUM HEALTH FOUNDATIONgraduated
    one grant, 2022 · $50k · revenue +79%
  • AH
    ATRIUM HEALTH SERVICES FBO LEVINE CANCER INSTITUTE
    one grant, 2019 · $30k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
2
Wingate University

The mission of wingate university is to develop educated, ethical, and productive global citizens. following its judeo-christian heritage, the university seeks to cultivate the following in its students: knowledge, faith, and service.

Education
3
Dickinson College

Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship

Education
4
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
5
Nebraska Wesleyan University

Nebraska wesleyan university is an academic community dedicated to intellectual and personal growth within the context of a liberal arts education and in an environment of christian concern.

Education
6
Barton College

Founded in 1902, barton college is a four-year, private, liberal arts college located in wilson, n.c. the barton experience focuses on academic excellence within a wide range of professional and liberal arts programs leading to…

Education
7
Houghton University

Houghton university provides an academically challenging, christ-centered education in the liberal arts and sciences to students from diverse traditions and economic backgrounds and equips them to lead and labor as scholar-servants in a…

Education
8
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
9
Macalester College

Macalester is committed to being a preeminent liberal arts college with an educational program known for its high standards for scholarship and its special emphasis on internationalism, multiculturalism, and service to society.

Education
10
Albright College

As a diverse community of learners, we cultivate integrity, curiosity, connection and resilience.

Education
11
Washington & Jefferson College

To graduate people of uncommon integrity, competence, and maturity, who are effective lifelong learners and responsible citizens, and who are prepared to contribute substantially to the world in which they live.

Education
12
Kansas Wesleyan University

Kansas wesleyan university is a liberal arts college that promotes and integrates academic excellence, spiritual development, personal well-being, and social responsibility.

Education
How this is measured
The grantee most central to the portfolio’s shape is Xavier University; the most unlike its peers is The Caterpillar Lab. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

14 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 14 of the 31 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
14/14
Grantees still filing
6/14
Grew since first funded

Where the money sits, by cause and then by grantee

BAPTIST HEALTH FOUNDATION: $50,000 · OtherBAPTIST HEALTH FOUNDATIONFIRST PRESBYTERIAN CHURCH OF DELRAY BEACH: $49,000 · OtherFIRST PRESBYTERIAN CHURCH OF DELRAY BEACHATRIUM HEALTH SERVICES FBO LEVINE CANCER INSTITUTE: $30,000 · OtherATRIUM HEALTH SERVICES FBO LEVINE CANCER …FIRST PRESBYTERIAN CHURCH OF CHARLOTTE: $24,000 · OtherFIRST PRESBYTERIAN CHURCH OF CHARLOTTECAMP DUDLEY INC: $14,000 · OtherCAMP DUDLEY INCNORTHERN KENTUCKY UNIVERSITY: $14,000 · OtherNORTHERN KENTUCKY UNIVERSITYWRIGHT STATE UNIVERSITY: $10,000 · OtherMOREHEAD STATE UNIVERSITY: $10,000 · Other+10 more: $44,000 · Other+10 moreWOODBERRY FOREST SCHOOL: $122,500 · EducationWOODBERRY FOREST SCHOOLTHE CATERPILLAR LAB: $13,000 · EducationTHE CATERPILLAR LABKINGS MOUNTAIN TOUCHDOWN CLUB INC: $13,000 · EducationKINGS MOUNTAIN TOUCHDOWN CLUB IN…Washington and Lee University: $12,000 · EducationWashington and Lee UniversityTHE BOARD OF DIRECTORS OF WITTENBERG COLLEGE: $8,000 · EducationXAVIER UNIVERSITY: $8,000 · Education+3 more: $13,500 · Education+3 moreKEITH ALBEE PERFORMING ARTS CENTER INC: $150,000 · Arts & CultureKEITH ALBEE PERFORMING ART…RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC: $8,000 · Arts & CultureATRIUM HEALTH FOUNDATION: $50,000 · HealthATRIUM HEALT…DEVELOPMENTAL THERAPY CENTER INC: $25,000 · HealthDEVELOPMENTA…
Other$245,000Education$190,000Arts & Culture$158,000Health$75,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetKEITH ALBEE PERFORMING ARTS CENTER INC: $150,000 over 2y, 1.8% of budgetWOODBERRY FOREST SCHOOL: $122,500 over 8y, 0.1% of budgetATRIUM HEALTH FOUNDATION: $50,000 over 1y, 0.1% of budgetDEVELOPMENTAL THERAPY CENTER INC: $25,000 over 3y, 1.0% of budgetCAMP DUDLEY INC: $14,000 over 3y, 0.1% of budgetTHE CATERPILLAR LAB: $13,000 over 2y, 2.6% of budgetKINGS MOUNTAIN TOUCHDOWN CLUB INC: $13,000 over 2y, 0.9% of budgetWashington and Lee University: $12,000 over 4y, 0.0% of budgetTHE BOARD OF DIRECTORS OF WITTENBERG COLLEGE: $8,000 over 4y, 0.0% of budgetXAVIER UNIVERSITY: $8,000 over 2y, 0.0% of budgetRAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC: $8,000 over 4y, 0.0% of budgetOHIO STATE UNIVERSITY FOUNDATION: $5,000 over 1y, 0.0% of budgetCHARLOTTE COUNTRY DAY SCHOOL: $4,500 over 3y, 0.0% of budgetKENTUCKY CHRISTIAN UNIVERSITY: $4,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds KEITH ALBEE PERFORMING ARTS CENTER INC ↗
  • Who funds WOODBERRY FOREST SCHOOL ↗
  • Who funds ATRIUM HEALTH FOUNDATION ↗
  • Who funds DEVELOPMENTAL THERAPY CENTER INC ↗
  • Who funds CAMP DUDLEY INC ↗
  • Who funds THE CATERPILLAR LAB ↗
  • Who funds KINGS MOUNTAIN TOUCHDOWN CLUB INC ↗
  • Who funds Washington and Lee University ↗
  • Who funds THE BOARD OF DIRECTORS OF WITTENBERG COLLEGE ↗
  • Who funds XAVIER UNIVERSITY ↗
  • Who funds RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC ↗
  • Who funds OHIO STATE UNIVERSITY FOUNDATION ↗
  • Who funds CHARLOTTE COUNTRY DAY SCHOOL ↗
  • Who funds KENTUCKY CHRISTIAN UNIVERSITY ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Donor Advised Charitable Giving IncCO4.6× affinity4 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Copen Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Copen Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 31 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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