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.
Key facts about The Copley Fund
- EIN
- 03-6006013
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $241,807
- Grants made (2024)
- 19
- Average grant
- $12,727
- Median grant
- $3,641
- New grantees (estimate)
- 5% first-time grantees (1 of 19, 2024)
- Total assets
- $624,812
- Primary geography
- Vermont (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Copley Fund funds
By grant dollars, the top recipient states for The Copley Fund's 19 itemized 2024 grants were Vermont (100%). The most frequent recipient cities were Morrisville, VT (9 grants), Barre, VT (2 grants), Johnson, VT (2 grants) and Jeffersonville, VT (2 grants). 5% of grants with a stated purpose were for general or operating support. Recurring purposes include "Provide activities for elderly" (3 grants).
Is The Copley Fund open to new grantees?
5%
first-time grantees, 2024
In 2024, 1 of 19 grantees (5%) were first-time recipients. First grants averaged $1K; repeat grants $13K. How we count
Medians: $1K first-time, $4K repeat.
- 95% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+0%). Method
- In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Copley Fund
- How to evaluate The Copley Fund as a funder
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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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 19 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include 134 Individuals who wish ($134,000), Lamoille Home Health and Hospice ($16,171), Lamoille County Civic Association ($15,650).
| Recipient | Purpose | Amount |
|---|---|---|
| 134 Individuals who wish Lamoille County, VT | Direct assistance to elderly for housing | $134,000 |
| Lamoille Home Health and Hospice Morrisville, VT | Assist elderly with homeservices and hospicecare | $16,171 |
| Lamoille County Civic Association Morrisville, VT | Assist elderly with activitiesWing Center | $15,650 |
| Capstone Community Action Barre, VT | Assist elderlyLamoille County | $14,672 |
| Central Vermont Council on Aging Morrisville, VT | Support senior centeractivities and case management | $13,987 |
| Lamoille Community Food Share Morrisville, VT | Assist elderlywith food | $6,934 |
| Lamoille County Meal on Wheels Morrisville, VT | Assist elderly with food deliveries | $6,391 |
| River Arts Morrisville, VT | Support of elderlyactivities | $4,890 |
| Johnson Food Shelf Johnson, VT | Food supportfor elderly | $3,934 |
| Cambridge Food Shelf Jeffersonville, VT | Food supportfor elderly | $3,641 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.