The Copley Fund

MORRISVILLE, VT EIN: 03-6006013

The Copley Fund is a private foundation, 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

About The Copley Fund

Based on IRS filings

The Copley Fund is a private foundation, 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

1states

States

Cities

BarreHyde ParkJeffersonvilleJohnsonLamoille CountyMorrisvilleStoweWolcott

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$103K$206K$309K$411K20202021202220232024
Metric202420232022
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

$0$88K$176K$264K$352K18 grants202018 grants202118 grants202218 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

134 Individuals who wish$134KLamoille Home Health and…$16KLamoille County Civic As…$16KCapstone Community Action$15KCentral Vermont Council …$14KLamoille Community Food …$7KLamoille County Meal on …$6KRiver Arts$5KJohnson Food Shelf$4KCambridge Food Shelf$4K

Grant Size Distribution

91 grants across all recorded years

86<$50K$50–100K5$100–250K$250–500K$500K–1M$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

From 2024 filing

NameTitleHoursCompensation
Richard C Sargent EsqTrustee1
Mary Ann WilsonTrustee1

Related Funders

Similar funders by location and focus area

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

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