2022-09-20T15:06:58-05:00 2021-12-31 SOMERVILLE & COMPANY PLLC 501 5TH AVENUE HUNTINGTON WV 25701 990PF 2021-01-01 550779472 THE COPEN FAMILY FOUNDATION C/O MARK COPEN % MARK COPEN COPE 4043144069 10010 COMMUNITY HOUSE RD CHARLOTTE NC 28277 BERRIDGE COPEN PRESIDENT 4043144069 2022-09-03 true BERRIDGE COPEN XXX-XX-XXXX BARRY L BURGESS CPA P00416685 3045250301 2 2021 2022-09-23 18:48:47Z X X 1285033 X 25 X 12200 12200 79090 121260 79090 652 652 91967 91942 0 1555 778 0 777 87 87 6197 5568 629 7839 6433 0 1406 55000 55000 62839 6433 0 56406 29128 85509 132396 80660 80660 49993 49996 376538 407176 1154126 18 251 251 508952 538080 1285033 0 0 X 508952 538080 508952 538080 508952 538080 508952 29128 538080 538080 PUBLICLY TRADED SECURITIES P 121260 42128 79132 79132 79090 1189 1189 1189 826 0 1800 2626 1437 1437 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 NOEL P COPEN 10010 COMMUNITY HOUSE RD CHARLOTTE NC 28277 VICE PRES. 0.5 0 0 0 MARK B COPEN 10010 COMMUNITY HOUSE RD CHARLOTTE NC 28277 ASSISTANT 0.5 0 0 0 TIFFANY M COPEN 10010 COMMUNITY HOUSE RD CHARLOTTE NC 28277 ASSISTANT 0.5 0 0 0 NONE 1009776 106528 0 1116304 0 1116304 16745 1099559 54978 54978 1189 1189 53789 53789 53789 56406 0 0 0 0 56406 53789 0 2019 2018 2017 0 13916 8556 10755 42784 9409 85420 56406 0 53789 2617 88037 0 0 0 0 13916 74121 8556 10755 42784 9409 2617 THE COPEN FAMILY FOUNDATION MARK COPEN 10010 COMMUNITY HOUSE RD CHARLOTTE NC 28277 4043144069 REQUEST FOR CONTRIBUTION MUST BE 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 30000 RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 NONE PC OPERATING FUND GRANT 2000 FIRST PRESBYTERIAN CHURCH OF DELRAY BEACH 33 GLEASON ST DELRAY BEACH FL 33483 NONE PC MUSIC PROGRAM GRANT,OPERATING FUND GRANT AND CAPITAL CAMPAIGN GRANT 6000 UNIVERSITY OF CINCINNATI PO BOX 210140 CLEVELAND OH 44193 NONE PC SCHOLARSHIP GRANT 2000 WRIGHT STATE UNIVERSITY 3640 COLONEL GLENN HWY DAYTON OH 45435 NONE PC SCHOLARSHIP GRANT 2000 FIRST PRESBYTERIAN CHURCH OF CHARLOTTE 200 W TRADE ST CHARLOTTE NC 28202 NONE PC SUMMER CAMP PROGRAM AND OPERATING FUND GRANT 6000 WITTENBERG UNIVERSITY PO BOX 720 SPRINGFIELD OH 45501 none PC SCHOLARSHIP GRANT 2000 SOUTHERN STATE UNIVERSITY 100 HOBART DRIVE HILLSBORO OH 45133 none PC SCHOLARSHIP GRANT 2000 WASHINGTON & LEE UNIVERSITY 204 W WASHINGTON STREET LEXINGTON VA 244500303 NONE PC LAW SCHOOL FUND 3000 55000 14 12200 18 79090 ROYALTIES 15 1466 PUBLICLY TRADED PARTNERSHIPS 01 -814 91942 91942 false false false false false false false false false false ACCOUNTING FEES 1555 778 777 ABBOTT LABS 2714 63333 ADVANCED DRAIN SYS INC 9289 27226 ALPHABET INC CAP STK CL A 3023 28970 ALPHABET INC CAP STK CL C 9095 86808 APOLLO GLOBAL MANAGEMENT 21045 79673 ARMSTRONG WORLD INDS 13621 34836 ASHTEAD GROUP PLC 13539 32170 BAXTER INTL INC BLACKBERRY LTD BLACKSTONE GROUP LP COM UNIT 16262 103512 CAE INC 10115 10096 CREDIT ACCEP CORP MICH COM 18245 68768 DISCOVERY INC SER C 13557 11450 ENSTAR GROUP LTD 29860 74277 ENTERPRISE PRODS PARNTERS LP 11452 24156 FISERV INC 22497 20758 GALLAGHER ARTHUR J 26938 33934 GRIFOLS S A SP ADR JOHNSON & JOHNSON 2986 51321 JPMORGAN CHASE & CO 19031 47505 LAB CP OF AMER HLDGS 20092 94263 LUMEN 25308 17382 MICROSOFT CORP 11728 117712 RADNET INC COM 18949 21077 SAN JUAN BASIN RTUBI 27977 11571 SCHWAB CHARLES CP NEW COM 15524 33640 TEVA PHARMAC 41613 22428 WATERS CORPORATION 2716 37260 49993 49996 TIMING RECEIVABLE 18 251 251 LICENSE 25 13 12 MANAGEMENT FEES 6172 5555 617 ROYALTIES/PARTNERSHIPS 652 652 FOREIGN TAX PAID 87 87