2023-05-15T12:23:42-05:00 2022-12-31 SOMERVILLE & COMPANY PLLC 501 5TH AVENUE HUNTINGTON WV 25701 990PF 2022-01-01 550779472 THE COPEN FAMILY FOUNDATION C/O MARK COPEN % MARK COPEN COPE 4043144069 10010 COMMUNITY HOUSE RD CHARLOTTE NC 28277 MARK COPEN SECRETARY/TREASURER 4043144069 2023-05-15 true MARK COPEN XXX-XX-XXXX BARRY L BURGESS CPA P00416685 3045250301 2 2022 2023-04-26 12:10:37Z X 998975 X 0 X 11757 11757 74929 156405 74929 2684 2684 89370 89370 0 1880 940 0 940 1800 6326 5693 633 10006 6633 0 1573 74000 74000 84006 6633 0 75573 5364 82737 80660 65888 65888 49993 0 0 407176 436619 893114 0 40704 39740 251 233 233 538080 543444 998975 0 0 X 538080 543444 538080 543444 538080 543444 538080 5364 543444 543444 PUBLICLY TRADED SECURITIES P 156419 81476 74943 74943 74929 1150 1150 1150 1437 1437 287 287 false false false false false false false true true WV true false false false false true N/A MARK COPEN 4043144069 10010 COMMUNITY HOUSE RD CHARLOTTE NC 28277 false false false false false false false false false false false false false false false false false false false false false BERRIDGE L COPEN 10010 COMMUNITY HOUSE RD CHARLOTTE NC 28277 PRESIDENT 0.5 0 0 0 MARK B COPEN 10010 COMMUNITY HOUSE RD CHARLOTTE NC 28277 SECRETARY/TREASUER 0.5 0 0 0 TIFFANY M COPEN 10010 COMMUNITY HOUSE RD CHARLOTTE NC 28277 VICE PRESIDENT 0.5 0 0 0 NONE 1068488 73274 0 1141762 0 1141762 17126 1124636 56232 56232 1150 1150 55082 55082 55082 75573 0 0 0 0 75573 55082 0 2020 2019 2018 0 8556 10755 42784 9409 2617 74121 75573 0 55082 20491 94612 0 0 0 0 8556 86056 10755 42784 9409 2617 20491 THE COPEN FAMILY FOUNDATION MARK COPEN 10010 COMMUNITY HOUSE RD CHARLOTTE NC 28277 4043144069 REQUEST FOR CONTRIBUTION MUST BE MADE IN WRITING, SIGNED BY OR ON BEHALF OF THE APPLICANT OR ENDORSED BY ONE OR MORE MEMBERS OR DIRECTORS OF THE FOUNDATION. EVIDENCE OF APPLICANT'S TAX-EXEMPT STATUS MUST BE ATTACHED TO THE GRANT APPLICATION. NONE NONE WOODBERRY FOREST SCHOOL 402 WOODBERRY STATION WOODBERRY FOREST VA 22989 NONE PC ANNUAL FUND GRANT AND PERSONAL DEVELOPMENT GRANT 5000 UNIVERSITY OF CINCINNATI PO BOX 210140 CLEVELAND OH 44193 NONE PC SCHOLARSHIP GRANT 4000 WRIGHT STATE UNIVERSITY 3640 COLONEL GLENN HWY DAYTON OH 45435 NONE PC SCHOLARSHIP GRANT 4000 SOUTHERN STATE COMMUNITY COLLEGE 100 HOBART DRIVE HILLSBORO OH 45133 none PC SCHOLARSHIP GRANT 6000 THE OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43271 NONE PC SCHOLARSHIP GRANT 5000 ATRIUM HEALTH FOUNDATION 208 EAST BLVD CHARLOTTE NC 28203 NONE PC IMPROVE HEALTH, ELEVATE HOPE AND ADVANCE HEALING 50000 74000 14 11757 18 74929 ROYALTIES 15 3161 PUBLICLY TRADED PARTNERSHIPS 01 -477 89370 89370 false false false false false false false false false false ACCOUNTING FEES 1880 940 940 AMERN EXPRESS CO 40704 39740 ABBOTT LABS 1809 32937 ADVANCED DRAIN SYS INC 9289 16394 ALPHABET INC CAP STK CL A 1507 8823 ALPHABET INC CAP STK CL C 9121 53238 APOLLO GLOBAL MANAGEMENT 21045 70169 ARMSTRONG WORLD INDS 13621 20577 ASHTEAD GROUP PLC 29904 39744 BLACKSTONE GROUP LP COM UNIT 12699 51933 CAE INC COSTAR ACCEP CORP MICH 23482 30912 CREDIT ACCEP CORP MICH COM 28731 56928 DISCOVERY INC SER C ENSTAR GROUP LTD 29860 69312 ENTERPRISE PRODS PARNTERS LP 8892 26532 FISERV INC 22497 20214 GALLAGHER ARTHUR J 26938 37708 JOHNSON & JOHNSON 1991 35330 JPMORGAN CHASE & CO 19031 40230 LAB CP OF AMER HLDGS 16743 58870 LUMEN MICROSOFT CORP 8326 59955 RADNET INC COM 18949 13181 SAN JUAN BASIN RTUBI 27977 21698 SCHWAB CHARLES CP NEW COM 15524 33304 SHERWIN WILLIAMS CO 20083 23733 TEVA PHARMAC 43514 27360 WARNER BROS DISCOVERY INC 13557 4740 WATERS CORPORATION 2444 30832 ZURN ELKAY WATER SOLUTIONS COR 9085 8460 0 0 TIMING RECEIVABLE 251 233 233 MANAGEMENT FEES 6326 5693 633 ROYALTIES/PARTNERSHIPS 2684 2684 INVESTMENT TAX 1800