2024-12-11T10:21:46-06:00 2023-12-31 132060851 Owen J Flanagan & Co 445 Hamilton Avenue 11th floor White Plains NY 10601 990PF 2023-01-01 510196882 THE COPEN FAMILY FOUNDATION INC COPE 8585518147 CO P COPEN 6324 MEADOWRIDGE DRIVE SANTA ROSA CA 95409 PETER COPEN DIRECTOR 8585518147 2024-12-06 1 0 Kevin Sunkel P00706145 2126822783 2024-12-06 2023 2024-10-15 13:58:12Z X 4641262 X X 68189 68189 35397 860932 35397 103586 103586 50000 25000 25000 31529 15765 15764 18423 18423 0 1623 0 0 6241 3194 3047 107816 62382 43811 211464 211464 319280 62382 255275 -215694 41204 93944 110230 110230 15363 20811 20812 12350 12350 12350 12350 790355 769107 1157451 3128044 2911864 3340419 4040056 3824362 4641262 0 0 X 4040056 3824362 4040056 3824362 4040056 3824362 4040056 -215694 0 3824362 0 3824362 PUBLICLY TRADED SECURITIES 680224 659780 20444 20444 PUBLICLY TRADED SECURITIES 151589 165755 -14166 -14166 Capital Gains Dividends P 29119 29119 29119 35397 573 0 573 0 573 1000 0 0 0 1000 14 413 413 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A The Foundation 8585518147 C/O P COPEN 6324 MEADOWRIDGE DRIVE SANTA ROSA CA 95409 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER COPEN C/O THE COPEN FAMILY FOUNDATION SANTA ROSA CA 95409 DIRECTOR 20.00 50000 27448 0 KARINA COPEN C/O THE COPEN FAMILY FOUNDATION SANTA ROSA CA 95409 DIRECTOR 2.00 0 0 0 BRENT COPEN C/O THE COPEN FAMILY FOUNDATION SANTA ROSA CA 95409 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 4253712 120175 0 4373887 0 0 4373887 65608 4308279 215414 215414 573 573 214841 0 214841 0 214841 255275 0 255275 214841 0 0 16330 47716 86847 44636 195529 255275 0 0 0 214841 40434 0 0 235963 0 0 0 0 0 0 16330 219633 47716 86847 44636 40434 PETER COPEN X ABORTION FUNDSORG 9450 SW GEMINI DRIVE BEAVERTON OR 97008 PC OPERATING SUPPORT 1000 ACTBLUE CHARITIES PO BOX 441146 SOMERVILLE MA 02144 PC OPERATING SUPPORT 2575 ADL 605 THIRD AVENUE NEW YORK NY 10158 PC OPERATING SUPPORT 3000 ALPHABETA 3 E EVERGREEN RD UNIT 101 708 NEW YORK NY 10956 PC OPERATING SUPPORT 180 ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 PC OPERATING SUPPORT 100 AMERICAN JEWISH COMMITTEE PO BOX 7247 PHILIDELPHIA PA 19170 PC OPERATING SUPPORT 6000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 220 E 42ND STREET No 400 NEW YORK NY 10017 PC OPERATING SUPPORT 2000 AMERICAN JEWISH WORLD SERVICE 45 W 36TH ST 11 NEW YORK NY 10018 PC OPERATING SUPPORT 2000 CATHOLIC CHARITIES USA 2050 BALLENGER AVE STE 400 ALEXANDRIA VA 22314 PC OPERATING SUPPORT 2000 CONGREGATION SHOMREI TORAH 2600 BENNETT VALLEY ROAD SANTA ROSA CA 95404 PC OPERATING SUPPORT 3000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK NY 10001 PC OPERATING SUPPORT 4000 EAST BAY COMMUNITY FOUNDATION 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 PC OPERATING SUPPORT 15000 FOOD FOR THOUGHT 174 WATERCOLOR WAY STE 103 SANTA ROSA CA 32459 PC OPERATING SUPPORT 1060 GIFT OF LIFE INTERNATIONAL INC PO BOX 650436 FRESH MEADOWS NY 11365 PC OPERATING SUPPORT 314 GLOBAL FUND FOR WOMEN 1460 BROADWAY NEW YORK NY 10036 PC OPERATING SUPPORT 2000 GLOBAL GIVING 1 THOMAS CIRCLE NW WASHINGTON DC 20005 PC OPERATING SUPPORT 10000 HEBREW FREE LOAN SOCIETY 675 THIRD AVENUE NEW YORK NY 10017 PC OPERATING SUPPORT 9000 IEARN 475 RIVERSIDE DRIVE NEW YORK NY 10115 PC OPERATING SUPPORT 2367 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 10168 PC OPERATING SUPPORT 6000 JACOBS & CUSHMAN SAN DIEGO FOOD BANK 9850 DISTRIBUTION AVENUE SAN DIEGO CA 92121 PC OPERATING SUPPORT 1000 JEWISH COMMUNITY FREE CLINIC 50 MONTGOMERY DR SANTA ROSA CA 95404 PC OPERATING SUPPORT 1000 JEWISH FAMILY AND CHILDREN'S SERVICES PO BOX 159004 SAN FRANCISCO CA 94115 PC OPERATING SUPPORT 10350 JEWISH FAMILY SERVICE 8804 BALBOA AVENUE SAN DIEGO CA 92123 PC OPERATING SUPPORT 15000 KQED 50 BEALE ST 5TH FLOOR SAN FRANCISCO CA 94105 PC OPERATING SUPPORT 1110 LAFAYETTE PARTNERS IN EDUCATION 3450-A GOLDEN GATE WAY LAFAYETTE CA 94549 PC OPERATING SUPPORT 6000 LAS TRAMPAS 3460 LANA LANE LAFAYETTE CA 94549 PC OPERATING SUPPORT 2500 NATIONAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET NEW YORK NY 10011 PC OPERATING SUPPORT 1000 NATURE AND CULTURAL INTERNATIONAL 1400 MAIDEN LANE DEL MAR CA 92014 PC OPERATING SUPPORT 2258 NURSE FAMILY PARTNERSHIP 1900 GRANT STREET 4TH FL DENVER CO 80203 PC OPERATING SUPPORT 1000 OUTWARD BOUND 910 JACKSON ST STE 140 GOLDEN CO 80401 PC OPERATING SUPPORT 15000 OXFAM AMERICA 226 CAUSEWAY STREET 5TH FL BOSTON MA 02111 PC OPERATING SUPPORT 4000 PHACE SYNDROME ORGANIZATION 8915 W CONNELL CT PO BOX 1997 MILWAUKEE WI 53226 PC OPERATING SUPPORT 1000 PROGRESS MICHIGAN EDUCATION 614 N SEYMOUR AVENUE LANSING MI 48933 PC OPERATING SUPPORT 5000 REDWOOD EMPIRE FOOD BANK 3990 BRICKWAY BLVD SANTA ROSA CA 95403 PC OPERATING SUPPORT 7000 SALVATION ARMY 93 STONY CIRCLE SANTA ROSA CA 95401 PC OPERATING SUPPORT 5000 SIMON WIESENTHAL CENTER 11 BROADWAY SUITE 766 NEW YORK NY 10004 PC OPERATING SUPPORT 4000 SONOMA COUNTY TOMORROW 418 MATHESON STREET HEALDSBURG CA 95448 PC OPERATING SUPPORT 3000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 PC OPERATING SUPPORT 250 ST JUDE CHILDREN'S RESEARCH HOSPITAL 220 E 42ND STREET NEW YORK NY 10017 PC OPERATING SUPPORT 1000 THE LIVING ROOM 636 CHERRY STREET SANTA ROSA CA 95404 PC OPERATING SUPPORT 1100 YAD EZRA 445 CRESTRIDGE PLACE SANTA ROSA CA 95409 PC OPERATING SUPPORT 2300 YOUTH SERVICE AMERICA 1050 CONNECTICUT AVENUE NW WASHINGTON DC 20035 PC OPERATING SUPPORT 50000 211464 0 14 68189 18 35397 0 103586 0 103586 0 0 0 0 0 0 0 0 0 0 ABBOT LABORATORIES 27866 38635 ACCENTURE PLC 16476 45618 ADOBE SYSTEMS 26279 70995 AIRBNB 48726 43837 ALIGN TECHNOLOGY 9904 10412 ALPHABET INC C 28253 81035 AMAZON 152004 172604 AUTODESK INC 33682 35792 GARTNER INC 7242 26615 MASTERCARD INC 36017 55446 MICROSOFT CORP 55485 107547 NETFLIX 37870 58426 NIKE INC 10603 19543 PAYPAL HOLDINGS INC 53509 40346 SALESFORCE.COM 41737 58943 SERVICE NOW INC 37519 80540 THERMO FISHER 31556 30255 UNITEDHEALTH GRP INC 23560 38432 VISA 25709 52070 ZOETIS INC 11721 29606 LILLY ELI & CO 10739 10493 NOVO-NORDISK AS VORMAL F 21064 23483 WORKDAY INC 21586 26778 CAUSEWAY INT'L VALUE FUND AT COST 232749 336387 FPA CRESCENT FUND INST AT COST 203038 231415 LAZARD INTL STRATEGIC AT COST 318732 339421 PIMCO CAPITAL AT COST 164185 140555 RMB (IRONBRIDGE) SMALL CAP FUND AT COST 311679 297819 SCHWAB FUNDAMENTAL US AT COST 810315 1184321 VANGUARD TOTAL BD MKT AT COST 667655 620777 WASATCH EMERGING MARKETS AT COST 120304 100368 WILLLIAM BLAIR EMERGING MARKETS AT COST 83207 89356 OFFICE 5260 2630 2630 FILING FEES 834 417 417 BANK CHARGES 147 147 0 INVESTMENT FEES 18423 18423 0 EXCISE 1623 0 0