2024-05-07T10:21:20-07:00 2023-12-31 561521600 Dyer Raines & Associates LLP 2700 Coltsgate Rd Ste 202 Charlotte NC 28211 990PF 2023-01-01 561674347 ANN F & JOHN W COPELAND FOUNDATION ANNF 7045561233 8300 BAR HARBOR LANE CHARLOTTE NC 28210 ANN F COPELAND President 2024-05-07 true ANN COPELAND 999009999 true TERESE M RAINES P00449426 7046438900 X 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1142125 X X 74 74 74 25621 25621 25621 -4156 27694 4857 4857 26396 30552 25695 1170 1170 333 333 328 300 28 1831 633 1198 55300 55300 57131 633 56498 -30735 29919 25695 33061 36378 36378 586595 555850 1105747 619656 592228 1142125 0 X 619656 592228 619656 592228 619656 592228 619656 -30735 3307 592228 592228 282.000 SHS MATERIALS SELECT SECTOR SPDR FUND P 2021-12-07 2023-09-18 22672 25059 -2387 -2387 200.000 SHS LEGGETT & PLATT INC P 1996-03-15 2023-09-18 5022 6791 -1769 -1769 -4156 416 416 416 416 0 false false false false false false false false true NC true false false false false true N/A ANN F COPELAND 7046402561 8300 BAR HARBOR LANE CHARLOTTE NC 28210 false false false false false false false false false false false false false false false false false false false false false false ANN F COPELAND 8300 BAR HARBOR LANE CHARLOTTE NC 28210 President 1.00 0 SHELTON C BONNIN 4222 KINGSWOOD STREET CHARLOTTE NC 28226 Secretary 0.00 0 J WESLEY COPELAND II 8300 BAR HARBOR LANE CHARLOTTE NC 28210 Vice President 0.00 0 NONE NONE DONATION TO SELWYN AVENUE PRESBYTERIAN CHURCH TO ASSIST IN ACHIEVING THE TAX-EXEMPT GOALS OF THEIR RESPECTIVE EXEMPT ACTIVITIES. 20000 DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS TO ASSIST IN ACHIEVING THE TAX-EXEMPT GOALS OF THEIR RESPECTIVE EXEMPT ACTIVITIES. 25300 1069814 25607 0 1095421 0 1095421 16431 1078990 53950 53950 416 416 53534 53534 53534 56498 56498 53534 2039 2687 10431 798 15955 56498 0 53534 2964 18919 0 2039 16880 2687 10431 798 2964 X CHARLOTTE RESCUE MISSION 907 WEST 1ST STREET CHARLOTTE NC 28202 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 BROOKGREEN GARDENS POST OFFICE BOX 3368 PAWLEYS ISLAND SC 29585 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 2000 CATAWBA RIVERKEEPER FOUNDATION PO BOX 11838 CHARLOTTE NC 28220 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 CHARLOTTE SYMPHONY 128 SOUTH TRYON STREET STE 350 CHARLOTTE NC 28202 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 CRISIS ASSISTANCE MINISTRY 500-A SPRATT STREET CHARLOTTE NC 28206 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 FIRST UNITED PRESBYTERIAN CHURCH 406 N COLLEGE STREET CHARLOTTE NC 28202 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 ST JOHNS EPISCOPAL CHURCH 1623 CARMEL ROAD CHARLOTTE NC 28226 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 FIRST PRESBYTERIAN CHURCH 200 WEST TRADE STREET CHARLOTTE NC 28202 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 HEART MATH TUTORING 1100 SOUTH MINT STREET STE 107 CHARLOTTE NC 28230 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 HOSPITALITY HOUSE OF CHARLOTTE 100 SCOTT AVENUE CHARLOTTE NC 28203 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 HUMANE SOCIETY OF CHARLOTTE 2700 TOOMEY AVENUE CHARLOTTE NC 28203 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 3000 CHARLOTTE MECKLENBUR LIBRARY FNDTN 300 E SEVENTH STREET CHARLOTTE NC 28202 NONE TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 LOAVES & FISHES 648 GRIFFITH ROAD SUITE B CHARLOTTE NC 28217 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 2000 RONALD MCDONALD HOUSE OF CHLT 1613 EAST MOREHEAD STREET CHARLOTTE NC 28207 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 ROWAN RESCUE SQUAD 1140 JULIAN ROAD SALISBURY NC 28146 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 THE SALVATION ARMY CENTER OF HOPE 534 SPRATT STREET CHARLOTTE NC 28206 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 SECOND HARVEST FOOD BANK 500-B SPRATT STREET CHARLOTTE NC 28206 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 SELWYN AVENUE PRESBYTERIAN CHURCH 2929 SELWYN AVENUE CHARLOTTE NC 28209 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 20000 HOLY ANGELS 6600 WILKINSON BLVD BELMONT NC 28012 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 SPECIAL OLYMPICS NC 2200 GATEWAY CENTRE BLVD STE 201 MOORISVILLE NC 27560 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 TRIUMPH SERVICES 2151 HIGHLAND AVE SOUTH STE 120 BIRMINGHAM AL 35205 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 ROWAN HELPING MINISTRIES 226 N LONG STREET SALISBURY NC 28144 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 ROOF ABOVE URBAN MINISTRY 945 N COLLEGE STREET CHARLOTTE NC 28206 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 WESLEYAN COLLEGE 4760 FORSYTH ROAD MACON GA 31210 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 100 WING HAVEN FOUNDATION 260 RIDGEWOOD AVENUE CHARLOTTE NC 28209 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 ST JUDE CHILDRENS RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 SOUTH CAROLINA AQUARIUM 100 AQUARIUM WHARF CHARLESTON SC 29401 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 THE GO JEN GO FOUNDATION 7804 FAIRVIEW ROAD STE 217 CHARLOTTE NC 28226 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 BASKERVILL FOOD PANTRY 99 BASKERVILL DRIVE PAWLEYS ISLAND SC 29585 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 PBS NORTH CAROLINA 10 UNC-TV DRIVE RTP NC 27709 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 CAMP LUCK INC 5655 COHN EAKER DR CHERRYVILLE NC 28021 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1200 THE LITCHFIELD BEACH NATURE CONSERVANCY 4245 N FAIRFAX DR SUITE 100 ARLINGTON VA 22203 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 THE HEART SOCIETY 7272 GREENVILLE AVE DALLAS TX 75231 NONE NC TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE ORGANIZATION 1000 55300 14 74 14 25621 -4156 M/L - #04000 CAPITAL GAIN DIST 14 4857 4857 21539 26396 false false false false false false false false false false TAX PREPARATION FEES 1170 0 0 1170 262.00 SHS BANK OF AMERICA CORP AT COST 12311 8822 200.00 SHS COCA COLA AT COST 5287 11786 3872.00 SHS COHEN & STEERS QUALITY INC AT COST 25860 47393 3950.00 SHS GABELLI DIV & INC TR AT COST 66327 85478 454.00 SHS JOHNSON & JOHNSON AT COST 29655 71160 200.00 SHS LEGGETT & PLATT INC PV1CT AT COST 426.00 SHS LOCKHEED MARTIN CORP AT COST 25664 193080 1712.00 SHS NEXTERA ENERGY INC AT COST 15996 103987 216.00 SHS PARKER HANNIFIN CORP AT COST 11906 99511 636.00 SHS TENNANT CO AT COST 12608 58951 15.00 SHS DXC TECHNOLOGY CO AT COST 343 585.00 SHS VANGUARD DIVIDEND APPRECI AT COST 70381 99684 787.00 SHS VANGUARD HIGH DVD YIELD AT COST 70493 87853 295.00 SHS VANGUARD INFORMATION TECH ETF AT COST 125318 142780 700.00 SHS ISHARES CORE HIGH DIVIDEND AT COST 58978 71393 255.00 SHS VANGUARD FINANCIALS ETF AT COST 25066 23526 282.00 SHS MATERIALS SELECT SECTOR SPDR AT COST MERRILL LYNCH ACCOUNT FEE 300 300 PUBLIC INSPECTION NOTICE 28 28 M/L - #04000 CAPITAL GAIN DIST 4857 4857 2023 NONDIVIDEND DISTRIBUTIONS 929 COHEN & STEERS QUALITY LTCG REPORTED IN 2022 BUT PD 1/9/23 918 GABELLI DIV & INC TR DIVIDEND REPORTED IN 2022 BUT PD 1/6/23 54 GABELLI DIV & INC TR LTCG REPORTED IN 2022 BUT PD 1/9/23 300 OTHER CASH TIMING DIFFERENCES 1106 2022 INVESTMENT TAX 333 333