Nonprofit · EIN 95-6051770
DAVID C COPLEY FOUNDATION
Tax-exempt · SAN DIEGO, CA 92130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,701,477 | $9,299,336 | -$597,859 | $104,462,718 | $0 | $104,462,718 |
| December 31, 2023 | 990-PF | $6,085,572 | $5,992,075 | $93,497 | $105,060,577 | $0 | $105,060,577 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $37,889
- Dividends
- $3,038,111
- Interest
- $16,915
- Net gain from sales of assets
- $5,531,452
- Other income
- $77,110
Expenses
- Grants and similar amounts paid
- $8,268,008
- Compensation of officers, directors and key employees
- $339,347
- Salaries, compensation and benefits (total)
- $75,579
- Disbursements for charitable purposes
- $8,586,765
- Excise tax on investment income
- $112,066
Balance sheet and other
- Total assets, start of year
- $105,060,577
- Total assets, end of year
- $104,462,718
- Total liabilities, end of year
- $0
- Net assets, end of year
- $104,462,718
- Fair market value of assets
- $128,632,205
- Qualifying distributions
- $8,586,765
- Net investment income
- $8,663,588
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 |
|---|---|---|---|---|
| KIMBERLY KOCH 12636 HIGH BLUFF DRIVE SUITE 400, SAN DIEGO, CA 92130 | CHIEF OPERATING OFFICER | 35 | $139,347 | $35,536 |
| ANITA TA 12636 HIGH BLUFF DRIVE SUITE 400, SAN DIEGO, CA 92130 | CONTROLLER Highest-paid employee | 35 | $75,579 | $22,618 |
| CHARLES F PATRICK 12636 HIGH BLUFF DRIVE SUITE 400, SAN DIEGO, CA 92130 | DIRECTOR, CHAIRMAN/ PRES (TO 11/24) | 3 | $50,000 | $0 |
| DEAN P DWYER 12636 HIGH BLUFF DRIVE SUITE 400, SAN DIEGO, CA 92130 | DIRECTOR | 3 | $50,000 | $0 |
| ERIC O FREEBERG 12636 HIGH BLUFF DRIVE SUITE 400, SAN DIEGO, CA 92130 | DIRECTOR, CHAIRMAN/PRES (FROM 11/24) | 10 | $50,000 | $0 |
| JESSICA WALKER 12636 HIGH BLUFF DRIVE SUITE 400, SAN DIEGO, CA 92130 | DIRECTOR, TREASURER & VICE PRESIDENT | 6 | $50,000 | $0 |
| ANNETTA PATRICK 12636 HIGH BLUFF DRIVE SUITE 400, SAN DIEGO, CA 92130 | DIRECTOR, SECRETARY (FROM 11/24) | 3 | $0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLY KOCH 12636 HIGH BLUFF DRIVE SUITE 400, SAN DIEGO, CA 92130 | CHIEF OPERATING OFFICER | 35 | $134,076 | $32,345 |
| ANITA TA 12636 HIGH BLUFF DRIVE SUITE 400, SAN DIEGO, CA 92130 | CONTROLLER Highest-paid employee | 35 | $73,094 | $20,560 |
| CHARLES F PATRICK 12636 HIGH BLUFF DRIVE SUITE 400, SAN DIEGO, CA 92130 | DIRECTOR, CHAIRMAN AND PRESIDENT | 3 | $50,000 | $0 |
| DEAN P DWYER 12636 HIGH BLUFF DRIVE SUITE 400, SAN DIEGO, CA 92130 | DIRECTOR | 3 | $50,000 | $0 |
| ERIC O FREEBERG 12636 HIGH BLUFF DRIVE SUITE 400, SAN DIEGO, CA 92130 | DIRECTOR, SECRETARY | 6 | $50,000 | $0 |
| JESSICA WALKER 12636 HIGH BLUFF DRIVE SUITE 400, SAN DIEGO, CA 92130 | DIRECTOR, TREASURER AND VICE PRESIDENT | 6 | $50,000 | $0 |
Address and contacts
- Address (IRS master file)
- 12636 HIGH BLUFF DR STE 400, SAN DIEGO, CA 92130-2071
- Signed the 990-PF
- KIMBERLY KOCH, CHIEF OPERATING OFFICER
- Phone
- (619) 269-8220
- Website
- HTTP://COPLEYFOUNDATION.ORG
- Return prepared by
- EISNER ADVISORY GROUP LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6051770 or by the name DAVID C COPLEY FOUNDATION.
- 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
- 95-6051770
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $104,462,718
- Income (IRS master file)
- $21,988,618
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,701,477 | $9,299,336 | $104,462,718 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $6,085,572 | $5,992,075 | $105,060,577 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 95-6051770).
Questions about DAVID C COPLEY FOUNDATION
- What is the EIN of DAVID C COPLEY FOUNDATION?
- The employer identification number (EIN) of DAVID C COPLEY FOUNDATION is 95-6051770.
- Is DAVID C COPLEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to DAVID C COPLEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID C COPLEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID C COPLEY FOUNDATION 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 DAVID C COPLEY FOUNDATION 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 DAVID C COPLEY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 6 received compensation from the organization, the highest $139,347 (KIMBERLY KOCH, CHIEF OPERATING OFFICER).
- How much revenue does DAVID C COPLEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,701,477, expenses of $9,299,336 and total assets of $104,462,718 at year end.
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