Nonprofit · EIN 56-1674347
ANN F & JOHN W COPELAND CHARITABLE FOUNDATION
Tax-exempt · CHARLOTTE, NC 28210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $75,389 | $58,870 | $16,519 | $584,602 | $0 | $584,602 |
| December 31, 2024 | 990-PF | $32,145 | $52,184 | -$20,039 | $572,189 | $0 | $572,189 |
| December 31, 2023 | 990-PF | $26,396 | $57,131 | -$30,735 | $592,228 | $0 | $592,228 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $26,150
- Interest
- $21
- Net gain from sales of assets
- $49,218
Expenses
- Grants and similar amounts paid
- $57,325
- Disbursements for charitable purposes
- $58,570
- Excise tax on investment income
- $468
Balance sheet and other
- Total assets, start of year
- $572,189
- Total assets, end of year
- $584,602
- Total liabilities, end of year
- $0
- Net assets, end of year
- $584,602
- Fair market value of assets
- $45,200
- Qualifying distributions
- $58,570
- Net investment income
- $33,989
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN F COPELAND 8300 BAR HARBOR LANE, CHARLOTTE, NC 28210 | President | 1 | $0 |
| SHELTON C BONNIN 4222 KINGSWOOD STREET, CHARLOTTE, NC 28226 | Secretary | 0 | $0 |
| J WESLEY COPELAND II 8300 BAR HARBOR LANE, CHARLOTTE, NC 28210 | Vice President | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN F COPELAND 8300 BAR HARBOR LANE, CHARLOTTE, NC 28210 | President | 1 | $0 |
| SHELTON C BONNIN 4222 KINGSWOOD STREET, CHARLOTTE, NC 28226 | Secretary | 0 | $0 |
| J WESLEY COPELAND II 8300 BAR HARBOR LANE, CHARLOTTE, NC 28210 | Vice President | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN F COPELAND 8300 BAR HARBOR LANE, CHARLOTTE, NC 28210 | President | 1 | $0 |
| SHELTON C BONNIN 4222 KINGSWOOD STREET, CHARLOTTE, NC 28226 | Secretary | 0 | $0 |
| J WESLEY COPELAND II 8300 BAR HARBOR LANE, CHARLOTTE, NC 28210 | Vice President | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 8300 BAR HARBOR LN, CHARLOTTE, NC 28210-4214
- Signed the 990-PF
- ANN F COPELAND, President
- Phone
- (704) 640-2561
- Return prepared by
- Dyer Raines & Associates LLP
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 | 990-PF 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
- 56-1674347
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $584,602
- Income (IRS master file)
- $88,233
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $75,389 | $58,870 | $584,602 | IRS |
| 990-PF | December 2024 | $32,145 | $52,184 | $572,189 | IRS |
| 990-PF | December 2023 | $26,396 | $57,131 | $592,228 | 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 56-1674347).
Questions about ANN F & JOHN W COPELAND CHARITABLE FOUNDATION
- What is the EIN of ANN F & JOHN W COPELAND CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ANN F & JOHN W COPELAND CHARITABLE FOUNDATION is 56-1674347.
- Is ANN F & JOHN W COPELAND CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to ANN F & JOHN W COPELAND CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANN F & JOHN W COPELAND CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANN F & JOHN W COPELAND CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANN F & JOHN W COPELAND CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ANN F & JOHN W COPELAND CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ANN F & JOHN W COPELAND CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $75,389, expenses of $58,870 and total assets of $584,602 at year end.
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