The Copley Fund
The Copley Fund is a private foundation focused on Adults, based in MORRISVILLE, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $625K in total assets. In 2024, it awarded 19 grants totaling $242K. Net investment income was $316K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$625K
+15.4% YoY
Annual Giving
$242K
-4.6% YoY
Grant Count
19
+5.6% YoY
Avg Grant Size
$13K
-9.7% YoY
Under IRS private-foundation payout rules, The Copley Fund reported a distributable amount of $274K for 2024 — the minimum it must pay out in qualifying distributions.
About The Copley Fund
Based on IRS filings
The Copley Fund is a private foundation focused on Adults, based in MORRISVILLE, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $625K in total assets. In 2024, it awarded 19 grants totaling $242K. Net investment income was $316K.
Ready to take the next step with The Copley Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $624,812 | $541,576 | $540,862 |
| Revenue | $348,709 | $283,199 | $299,312 |
| Expenses | $265,473 | $282,485 | $256,679 |
| Qualifying Distributions | $248,075 | $253,589 | $232,300 |
| Net Investment Income | $315,927 | $258,775 | $278,134 |
| Distributable Amount | $273,546 | $231,814 | $244,057 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
91 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include 134 Individuals who wish ($134,000), Lamoille Home Health and Hospice ($16,171), Lamoille County Civic Association ($15,650).
| Recipient | Purpose | Amount |
|---|---|---|
| Lamoille Adult Day Health Services Morrisville, VT | Operating supportsenior services | $2,445 |
| Lamoille County Civic Association Morrisville, VT | Assist elderly with activitiesWing Center | $15,650 |
| River Arts Morrisville, VT | Support of elderlyactivities | $4,890 |
| Lamoille County Meal on Wheels Morrisville, VT | Assist elderly with food deliveries | $6,391 |
| Lamoille Home Health and Hospice Morrisville, VT | Assist elderly with homeservices and hospicecare | $16,171 |
| Capstone Community Action Barre, VT | Assist elderlyLamoille County | $14,672 |
| Morristown Centenial Library Morrisville, VT | Provide activities for elderly | $2,934 |
| Lanpher Memorial Library Hyde Park, VT | Provide activitiesfor elderly | $2,934 |
| Johnson Public Library Johnson, VT | Provide activities for elderly | $2,934 |
| Varnum Memorial Library Jeffersonville, VT | Provide activitiesfor elderly | $2,934 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Richard C Sargent Esq | Trustee | 1 | — |
| Mary Ann Wilson | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Copley Fund?
The Copley Fund is a private foundation focused on Adults, based in MORRISVILLE, VT. It holds $625K in total assets as of 2024.
How large is The Copley Fund?
As of 2024, The Copley Fund holds $625K in total assets with $349K in annual revenue. It awarded 19 grants totaling $242K in 2024.
Where does The Copley Fund operate?
The Copley Fund has awarded grants in Vermont.
What size grants does The Copley Fund award?
In 2024, The Copley Fund awarded 19 grants totaling $242K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is The Copley Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Copley Fund reported a distributable amount of $274K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Copley Fund's EIN?
The Copley Fund's EIN (Employer Identification Number) is 03-6006013. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Copley Fund's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Rutland Economic Development Corp
RUTLAND, VT
Assets
$3.8M
Grants
1
Total Given
$72K
Qlla Charities Inc
QUECHEE, VT
Assets
$13K
Grants
1
Total Given
$140K
Vermont State Employees Credit Union
MONTPELIER, VT
Assets
$1.1B
Grants
10
Total Given
$636K
Kratt Brothers Creature Hero Society
STOWE, VT
Assets
$1.4M
Grants
0
Total Given
—
Louise Judith and Edgar May Foundation
SHELBURNE, VT
Assets
$2.1M
Grants
31
Total Given
$86K
Lake Champlain Regional Chamber
BURLINGTON, VT
Assets
$4.5M
Grants
1
Total Given
$33K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Copley Fund on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Copley Fund to a real strategy.