Copeland Family Foundation Inc
Copeland Family Foundation Inc is a private foundation, based in Milton, MA. IRS filing data is available from 2018 through 2025. As of 2025, the organization holds $43.5M in total assets. In 2025, it awarded 1 grant totaling $2.4M. Net investment income was $793K.
Copeland Family Foundation Inc at a glance
In short: Copeland Family Foundation Inc gave $2.4M across 1 grant in 2025 (avg $2.4M), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,400,000
- -5.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $2,400,000
- -5.7% vs 2024
- Median grant
- $2,400,000
- Total assets
- $43,515,185
- +0.7% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Copeland Family Foundation Inc funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Copeland Family Foundation Inc gives
- Giving grew 128% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2018 to 2025, annual grant giving ranged from $1.0M (2018) to $2.5M (2024). In 2025 it made 1 grant totaling $2.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Listing Milton, MA | Charitable | $2,400,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $43,515,185 | $1,015,541 | $3,204,431 | $2,400,000 | 1 | $2,530,858 | $792,503 | $87,484 |
| 2024 | $43,197,545 | $2,050,239 | $3,448,425 | $2,544,131 | 1 | $2,734,177 | $1,784,265 | $1,820,920 |
| 2023 | $42,694,967 | $763,982 | $2,567,336 | $1,715,000 | 1 | $2,288,394 | $526,434 | $1,738,315 |
| 2022 | $40,257,809 | $-340,410 | $1,878,930 | $1,054,025 | 1 | $1,610,555 | $501,049 | $1,878,596 |
| 2021 | $47,493,605 | $2,701,580 | $1,983,797 | $1,191,874 | 1 | $1,694,240 | $2,454,956 | $1,974,427 |
| 2020 | $45,296,305 | $1,911,491 | $1,984,346 | $1,177,575 | 1 | — | $1,694,117 | $1,744,295 |
| 2019 | $41,757,456 | $1,357,491 | $1,874,151 | $1,081,306 | 1 | — | $1,167,699 | $1,660,530 |
| 2018 | $37,877,070 | $1,941,490 | $1,847,781 | $1,025,500 | 1 | — | $1,751,838 | $1,619,984 |
Under IRS private-foundation payout rules, Copeland Family Foundation Inc reported a distributable amount of $87K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Copeland Family Foundation Inc is led by Martha Verdone, President on every filing since 2018; all 7 officers listed in 2025 are compensated.
Officers on the 2025 filing
Martha Verdone
President
On filings since 2018
40 hrs/week
$127K (2018) → $131K (2025)
George P. Moran
Director
On filings since 2018
1 hr/week
$6K (2018) → $10K (2025)
Mary Gormley
Director
On filings since 2018
1 hr/week
$6K (2018) → $10K (2025)
Raymond G. Pelissier
Director
On filings since 2018
1 hr/week
$6K (2018) → $10K (2025)
Richard G. Wells Jr.
Director
On filings since 2018
1 hr/week
$6K (2018) → $10K (2025)
John Tobin
Treasurer
On filings since 2018
40 hrs/week
$133K (2018) → $137K (2025)
Joyce Tobin
Clerk
On filings since 2018
40 hrs/week
$95K (2018) → $99K (2025)
Data from IRS Form 990 filings, 2018–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $137K, to John Tobin (Treasurer). 7 officers or directors reported compensation on that filing.
Frequently asked questions about Copeland Family Foundation Inc
How much does Copeland Family Foundation Inc give each year?
Copeland Family Foundation Inc gave $2.4M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.5M across 1 grant.
How large is Copeland Family Foundation Inc?
Copeland Family Foundation Inc reported $43.5M in total assets on its 2025 IRS Form 990-PF. It paid out $2.5M in qualifying distributions that year, against a required minimum of $87K (roughly 5% of its investment assets).
Where does Copeland Family Foundation Inc operate?
Copeland Family Foundation Inc has awarded grants in Massachusetts.
What is Copeland Family Foundation Inc's EIN?
Copeland Family Foundation Inc's EIN (Employer Identification Number) is 22-2474056. IRS Form 990 filing data is available on this page for 2018–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2018 (received by the IRS August 7, 2020)
- Added Form 990-PF for fiscal year 2019 (received by the IRS September 2, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 18, 2026)
- IRS filings on file for fiscal years 2020–2024
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