2025-05-08T15:28:16-05:00 2024-12-31 550538163 SUTTLE & STALNAKER PLLC 501 5TH AVENUE SUITE 1 HUNTINGTON WV 25701 990PF 2024-01-01 550779472 THE COPEN FAMILY FOUNDATION COPE 4043144069 10010 COMMUNITY HOUSE ROAD CHARLOTTE NC 28277 MARK COPEN SECRETARY/TREASURER 4043144069 2025-05-07 1 0 BARRY BURGESS CPA P00416685 3045250301 2025-05-07 2024 2025-03-06 01:10:19Z X 1260135 X 2132 X 11748 11748 179578 305571 179578 22794 22794 0 216252 214120 0 0 0 0 0 2107 1054 0 1053 493 0 0 0 6419 5768 0 651 9019 6822 0 1704 156000 156000 165019 6822 0 157704 51233 207298 0 127508 212960 212960 434546 400669 1047175 342 0 0 562396 613629 1260135 25 25 25 25 X 562371 613604 0 0 0 0 562371 613604 562396 613629 562371 51233 0 613604 0 613604 PUBLICLY TRADED SECURITIES 305571 125987 179584 179584 PUBLICLY TRADED PARTNERSHIP K-1 P 6 -6 -6 179578 179578 2881 0 2881 0 2881 840 0 0 0 840 0 2041 0 0 0 0 0 0 0 0 0 0 1 1 WV 1 0 0 0 0 1 N/A MARK COPEN 4043144069 10010 COMMUNITY HOUSE ROAD CHARLOTTE NC 28277 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BERRIDGE L COPEN 10010 COMMUNITY HOUSE ROAD CHARLOTTE NC 28277 PRESIDENT 0.50 0 0 0 MARK B COPEN 10010 COMMUNITY HOUSE ROAD CHARLOTTE NC 28277 SECRETARY/TREASURER 0.50 0 0 0 TIFFANY M COPEN 10010 COMMUNITY HOUSE ROAD CHARLOTTE NC 28277 VICE PRESIDENT 0.50 0 0 0 ADDISON A COPEN 10010 COMMUNITY HOUSE ROAD CHARLOTTE NC 28277 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 1066414 170234 0 1236648 0 0 1236648 18550 1218098 60905 60905 2881 2881 58024 0 58024 0 58024 157704 0 157704 58024 0 2022 2021 2020 0 40287 9409 2617 20491 72804 157704 0 0 0 58024 99680 0 0 172484 0 0 0 0 0 0 40287 132197 9409 2617 20491 99680 THE COPEN FAMILY FOUNDATION MARK COPEN 10010 COMMUNITY HOUSE ROAD 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 CAMP DUDLEY 126 CAMP DUDLEY ROAD WESTPORT NY 12993 NONE PC OPERATING FUND GRANT 5000 DEVELOPMENTAL THERAPY CENTER INC 803 7TH AVENUE HUNTINGTON WV 25701 NONE PC GRANT FOR SPECIAL NEEDS CHILDREN 5000 MAYSVILLE COMMUNITY & TECHNICAL COLLEGE 1755 US 68 BUSINESS MAYSVILLE KY 41056 NONE PC SCHOLARSHIP GRANT 4000 NORTHERN KENTUCKY UNIVERSITY 1 LOUIE B NUNN DRIVE HIGHLAND HEIGHTS KY 41099 NONE PC SCHOLARSHIP GRANT 4000 WOODBERRY FOREST SCHOOL 402 WOODBERRY STATION WOODBERRY FOREST VA 22989 NONE PC ANNUAL FUND GRANT AND PERSONAL DEVELOPMENT GRANT 10000 KEITH ALBEE PERFORMING ARTS CENTER 925 4TH AVENUE HUNTINGTON WV 25701 NONE PC CAPITAL FUND GRANT 50000 KINGS MOUNTAIN TOUCHDOWN CLUB 413 COUNTRY CLUB ACRES KINGS MOUNTAIN NC 28086 NONE PC OPERATING FUND GRANT 5000 THE CATERPILLAR LAB 369 OLD CHESHAM ROAD MARLBOROUGH NH 03455 NONE PC OPERATING FUND GRANT 5000 BOYS AND GIRLS CLUB OF DELRAY BEACH FL 1451 SW 7TH STREET DELRAY BEACH FL 33444 NONE PC OPERATING FUND GRANT 5000 OHIO STATE UNIV - CA TRIPLEHORN INSECT COLLECTION 1315 KINNEAR ROAD COLUMBUS OH 43212 NONE PC OPERATING FUND GRANT 5000 XAVIER UNIVERSITY 3800 VICTORY PARKWAY CINCINNATI OH 45207 NONE PC SCHOLARSHIP GRANT 4000 WEST VIRGINIA WESLEYAN UNIVERSITY 59 COLLEGE AVENUE BUCKHANNON WV 26201 NONE PC SCHOLARSHIP GRANT 4000 BAPTIST HEALTH FOUNDATION 6855 RED ROAD CORAL GABLES FL 33143 NONE PC OPERATING FUND GRANT 50000 156000 0 14 11748 15 22794 18 179578 0 214120 0 214120 1 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2107 1054 0 1053 ABBOTT LABS 1809 33933 ALPHABET INC CAP STK CL C 7565 95220 AMERICAN EXPRESS CO 32978 59358 APOLLO GLOBAL MANAGEMENT 12914 111483 ASHTEAD GROUP ORD GBP 41945 55413 BLACKSTONE GROUP LP COM 8183 94831 COSTAR GROUP INC 38766 42954 CREDIT ACCEPTANCE CORP 28731 56335 FERGUSON PLC ORD GB 28604 34714 FORTREA HOLDINGS INC 41863 33570 GALLAGHER ARTHUR J & CO 24244 51093 JPMORGAN CHASE & CO 14590 55133 LABORATORY CORP OF AMER HLDGS 11711 45864 MICROSOFT CORP 5995 75870 RADNET INC 18949 48888 RUSH ENTEREPRISES CL A 29258 41093 SCHWAB CHARLES CORP 23432 37005 WATERS CORP 2444 33388 ZURN ELKAY WATER SOLUTIONS CORP 26688 41030 TIMING RECEIVABLE 342 0 0 MANAGEMENT FEES 6394 5755 0 639 LICENSES 25 13 0 12 ROYALTIES/PARTNERSHIPS 22794 22794 0 INVESTMENT TAX 493 0 0 0