Nonprofit · EIN 51-0196882
COPEN FAMILY FOUNDATION INC
Tax-exempt · SANTA ROSA, CA 95409
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $459,445 | $499,268 | -$39,823 | $3,784,539 | $0 | $3,784,539 |
| December 31, 2023 | 990-PF | $103,586 | $319,280 | -$215,694 | $3,824,362 | $0 | $3,824,362 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $79,543
- Net gain from sales of assets
- $379,902
Expenses
- Grants and similar amounts paid
- $380,072
- Compensation of officers, directors and key employees
- $60,000
- Disbursements for charitable purposes
- $432,687
- Excise tax on investment income
- $5,469
Balance sheet and other
- Total assets, start of year
- $3,824,362
- Total assets, end of year
- $3,784,539
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,784,539
- Fair market value of assets
- $4,630,544
- Qualifying distributions
- $432,687
- Net investment income
- $459,445
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PETER COPEN C/O THE COPEN FAMILY FOUNDATION, SANTA ROSA, CA 95409 | DIRECTOR | 20 | $60,000 | $18,259 |
| KARINA COPEN C/O THE COPEN FAMILY FOUNDATION, SANTA ROSA, CA 95409 | DIRECTOR | 2 | $0 | $0 |
| BRENT COPEN C/O THE COPEN FAMILY FOUNDATION, SANTA ROSA, CA 95409 | DIRECTOR | 2 | $0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PETER COPEN C/O THE COPEN FAMILY FOUNDATION, SANTA ROSA, CA 95409 | DIRECTOR | 20 | $50,000 | $27,448 |
| KARINA COPEN C/O THE COPEN FAMILY FOUNDATION, SANTA ROSA, CA 95409 | DIRECTOR | 2 | $0 | $0 |
| BRENT COPEN C/O THE COPEN FAMILY FOUNDATION, SANTA ROSA, CA 95409 | DIRECTOR | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6324 MEADOWRIDGE DR, SANTA ROSA, CA 95409-5839
- In care of
- % PETER COPEN
- Signed the 990-PF
- PETER COPEN, DIRECTOR
- Phone
- (858) 551-8147
- Return prepared by
- Owen J Flanagan & Co
California records
California keeps its own records of charities and corporations. Search them by EIN 51-0196882 or by the name COPEN FAMILY FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 51-0196882
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1976
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,784,539
- Income (IRS master file)
- $2,310,418
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $459,445 | $499,268 | $3,784,539 | XML |
| 990-PF | December 2023 | $103,586 | $319,280 | $3,824,362 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 51-0196882).
Questions about COPEN FAMILY FOUNDATION INC
- What is the EIN of COPEN FAMILY FOUNDATION INC?
- The employer identification number (EIN) of COPEN FAMILY FOUNDATION INC is 51-0196882.
- Is COPEN FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to COPEN FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does COPEN FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of COPEN FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COPEN FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of COPEN FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $60,000 (PETER COPEN, DIRECTOR).
- How much revenue does COPEN FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $459,445, expenses of $499,268 and total assets of $3,784,539 at year end.
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