2025-11-16T08:18:13-06:00 2024-12-31 132060851 Owen J Flanagan & Co 445 Hamilton Avenue 11th floor White Plains NY 10601 990PF 2024-01-01 510196882 THE COPEN FAMILY FOUNDATION INC COPE 8585518147 CO P COPEN 6324 MEADOWRIDGE DRIVE SANTA ROSA CA 95409 PETER COPEN DIRECTOR 8585518147 2025-11-14 1 0 Kevin Sunkel P00706145 2126822783 2025-11-14 2024 2025-03-06 01:10:19Z X 4630544 X X 79543 79543 379902 2230875 379902 459445 459445 60000 30000 30000 23630 11815 11815 3036 1518 1518 19358 16858 2500 587 0 0 12585 5803 6782 119196 65994 52615 380072 380072 499268 65994 432687 -39823 393451 110230 109218 109218 20811 138070 138070 12350 769107 700675 1069786 2911864 2836576 3313470 3824362 3784539 4630544 0 0 X 3824362 3784539 3824362 3784539 3824362 3784539 3824362 -39823 0 3784539 0 3784539 PUBLICLY TRADED SECURITIES P 2024-12-31 596256 399246 197010 197010 PUBLICLY TRADED SECURITIES P 2024-12-31 1592639 1451727 140912 140912 Capital Gains Dividends P 41980 41980 41980 379902 5469 0 5469 0 5469 1000 0 0 0 1000 0 4469 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A The Foundation 8585518147 C/O P COPEN 6324 MEADOWRIDGE DRIVE SANTA ROSA CA 95409 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER COPEN C/O THE COPEN FAMILY FOUNDATION SANTA ROSA CA 95409 DIRECTOR 20.00 60000 18259 0 KARINA COPEN C/O THE COPEN FAMILY FOUNDATION SANTA ROSA CA 95409 DIRECTOR 2.00 0 0 0 BRENT COPEN C/O THE COPEN FAMILY FOUNDATION SANTA ROSA CA 95409 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 4440563 189165 0 4629728 0 0 4629728 69446 4560282 228014 228014 5469 5469 222545 0 222545 0 222545 432687 0 432687 222545 0 0 47716 86847 44636 40434 219633 432687 0 0 0 222545 210142 0 0 429775 0 0 0 0 0 0 47716 382059 86847 44636 40434 210142 PETER COPEN X ABORTION FUNDSORG 9450 SW GEMINI DRIVE BEAVERTON OR 97008 PC OPERATING SUPPORT 1000 ACTBLUE CHARITIES PO BOX 441146 SOMERVILLE MA 02144 PC OPERATING SUPPORT 100 ADL 605 THIRD AVENUE NEW YORK NY 10158 PC OPERATING SUPPORT 3126 ALPHABETA 3 E EVERGREEN RD UNIT 101 708 NEW YORK NY 10956 PC OPERATING SUPPORT 180 ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 PC OPERATING SUPPORT 1040 AMERICAN JEWISH COMMITTEE PO BOX 7247 PHILIDELPHIA PA 19170 PC OPERATING SUPPORT 3141 AMERICAN JEWISH WORLD SERVICE 45 W 36TH ST 11 NEW YORK NY 10018 PC OPERATING SUPPORT 5000 CATHOLIC CHARITIES USA 2050 BALLENGER AVE STE 400 ALEXANDRIA VA 22314 PC OPERATING SUPPORT 3000 CERES 99 CHAUNCY STREET 6TH FLOOR BOSTON MA 02111 PC OPERATING SUPPORT 1061 DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK NY 10001 PC OPERATING SUPPORT 1000 FOOD FOR THOUGHT 174 WATERCOLOR WAY STE 103 SANTA ROSA CA 32459 PC OPERATING SUPPORT 528 GIFT OF LIFE INTERNATIONAL INC PO BOX 650436 FRESH MEADOWS NY 11365 PC OPERATING SUPPORT 100 GLOBAL FUND FOR WOMEN 1460 BROADWAY NEW YORK NY 10036 PC OPERATING SUPPORT 2000 HEBREW FREE LOAN SOCIETY 675 THIRD AVENUE NEW YORK NY 10017 PC OPERATING SUPPORT 30000 IEARN 475 RIVERSIDE DRIVE NEW YORK NY 10115 PC OPERATING SUPPORT 12350 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 10168 PC OPERATING SUPPORT 1000 JACOBS & CUSHMAN SAN DIEGO FOOD BANK 9850 DISTRIBUTION AVENUE SAN DIEGO CA 92121 PC OPERATING SUPPORT 1000 JEWISH FAMILY AND CHILDREN'S SERVICES PO BOX 159004 SAN FRANCISCO CA 94115 PC OPERATING SUPPORT 5000 JEWISH FAMILY SERVICE 8804 BALBOA AVENUE SAN DIEGO CA 92123 PC OPERATING SUPPORT 10000 JGIVE FRIENDS OF ASOR FUND USA INC DERECH HEBRON JERUSALEM IS PC OPERATING SUPPORT 2000 JIQUILISCO BAY ALLIANCE 1336 ELM STREET EL CERRITO CA 94530 PC OPERATING SUPPORT 2000 KQED 50 BEALE ST 5TH FLOOR SAN FRANCISCO CA 94105 PC OPERATING SUPPORT 1160 MOFA HOUSTON 1001 BISSONNET ST HOUSTON TX 77005 PC OPERATING SUPPORT 5000 NATIONAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET NEW YORK NY 10011 PC OPERATING SUPPORT 1000 NATURE AND CULTURAL INTERNATIONAL 1400 MAIDEN LANE DEL MAR CA 92014 PC OPERATING SUPPORT 4000 OXFAM AMERICA 226 CAUSEWAY STREET 5TH FL BOSTON MA 02111 PC OPERATING SUPPORT 1000 PHACE SYNDROME ORGANIZATION 8915 W CONNELL CT PO BOX 1997 MILWAUKEE WI 53226 PC OPERATING SUPPORT 1000 PLANNED PARENTHOOD 123 WILLIAM STREET 10TH FL NEW YORK NY 10038 PC OPERATING SUPPORT 1000 PROVIDENCE MEMORIAL HOSPITAL 1165 MONTGOMERY DR SANTA ROSA CA 95405 PC OPERATING SUPPORT 2500 REDWOOD BANK 6324 MEADOWRIDGE DRIVE SANTA ROSA CA 95409 PC OPERATING SUPPORT 5000 SALVATION ARMY 93 STONY CIRCLE SANTA ROSA CA 95401 PC OPERATING SUPPORT 3000 SIMON WIESENTHAL CENTER 11 BROADWAY SUITE 766 NEW YORK NY 10004 PC OPERATING SUPPORT 5000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 PC OPERATING SUPPORT 750 ST JUDE CHILDREN'S RESEARCH HOSPITAL 220 E 42ND STREET NEW YORK NY 10017 PC OPERATING SUPPORT 1000 STATE VOICES 1616 P STREET NW WASHINGTON DC 20036 PC OPERATING SUPPORT 100000 THE LIVING ROOM 636 CHERRY STREET SANTA ROSA CA 95404 PC OPERATING SUPPORT 1036 WINGS GUATEMALA 1043 GRAND AVENUE 299 ST PAUL MN 55105 PC OPERATING SUPPORT 1000 YAD EZRA 445 CRESTRIDGE PLACE SANTA ROSA CA 95409 PC OPERATING SUPPORT 2000 YOUTH SERVICE AMERICA 1050 CONNECTICUT AVENUE NW WASHINGTON DC 20035 PC OPERATING SUPPORT 160000 380072 0 14 79543 18 379902 0 459445 0 459445 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3036 1518 1518 ABBOT LABORATORIES 31994 41285 ACCENTURE PLC 13209 35883 ADOBE SYSTEMS 34554 40021 AIRBNB 38345 32984 ALPHABET INC C 17986 68177 AMAZON 63502 132292 APPLE 45826 50335 COSTAR GROUP INC 15433 15177 GARTNER INC 3805 15019 LILLY ELI & CO 30118 33196 MASTERCARD INC 29539 54237 MICROSOFT CORP 45860 80506 MSCI INC 33055 37201 NETFLIX 13976 49914 NOVO-NORDISK AS VORMAL F 16510 15311 ORACLE CORP 50950 55325 PAYCOM SOFTWARE 16885 18857 SERVICE NOW INC 19464 53006 SHOPIFY INC 33628 51676 THERMO FISHER 44847 41098 UNITEDHEALTH GRP INC 11619 18211 VISA 32007 61312 WORKDAY INC 26744 30963 ZOETIS INC 30819 37800 CAUSEWAY INT'L VALUE FUND AT COST 249087 333995 FPA CRESCENT FUND INST AT COST 195168 228117 RMB (IRONBRIDGE) SMALL CAP FUND AT COST 244612 256819 SCHWAB FUNDAMENTAL US AT COST 643437 1044058 VANGUARD TOTAL BD MKT AT COST 324684 322873 WASATCH EMERGING MARKETS AT COST 126224 98607 WILLLIAM BLAIR EMERGING MARKETS AT COST 83303 98849 PIMCO MORTGAGE AT COST 324315 322215 PIMCO PREFERRED AT COST 153735 139497 HARBOR INTL AT COST 332204 309347 JANUS HENDERSON AT COST 159807 159093 OFFICE 11606 5803 5803 FILING FEES 858 0 858 BANK CHARGES 121 0 121 INVESTMENT FEES 14358 14358 0 PROFESSIONAL FEES 5000 2500 2500 EXCISE 587 0 0