Copeland Family Foundation Inc

MILTON, MA EIN: 22-2474056

Copeland Family Foundation Inc is a private foundation, based in MILTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $43.2M in total assets. In 2024, it awarded 1 grants totaling $2.5M. Net investment income was $1.8M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$43.2M

+1.2% YoY

Annual Giving

$2.5M

+48.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$2.5M

+48.3% YoY

About Copeland Family Foundation Inc

Based on IRS filings

Copeland Family Foundation Inc is a private foundation, based in MILTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $43.2M in total assets. In 2024, it awarded 1 grants totaling $2.5M. Net investment income was $1.8M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

ListingMilton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$948K$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$43,197,545$42,694,967$40,257,809
Revenue$2,050,239$763,982$-340,410
Expenses$3,448,425$2,567,336$1,878,930
Qualifying Distributions$2,734,177$2,288,394$1,610,555
Net Investment Income$1,784,265$526,434$501,049
Distributable Amount$1,820,920$1,738,315$1,878,596

Giving Over Time

Total grant dollars and number of grants per year

$0$636K$1M$2M$3M1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHED LISTING$2.5M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JOHN TOBINTreasurer$137KMARTHA VERDONEPresident$131KJOYCE TOBINCLERK$99KMARY GORMLEYDirector$10KGEORGE P MORANDirector$10KRAYMOND G PELISSIERDirector$10KRICHARD G WELLS JRDirector$10K

From 2024 filing

NameTitleHoursCompensation
MARTHA VERDONEPresident40$131,000
JOHN TOBINTreasurer40$137,050
JOYCE TOBINCLERK40$98,935
MARY GORMLEYDirector1$10,000
GEORGE P MORANDirector1$10,000
RAYMOND G PELISSIERDirector1$10,000
RICHARD G WELLS JRDirector1$10,000

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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