The Curtis Fund Inc

MIDDLEBURY, VT EIN: 03-6009912 Website

THE CURTIS FUND PROVIDES EDUCATIONAL SCHOLARSHIPS TO VERMONT STUDENTS PURSUING A POSTSECONDARY EDUCATION, AIMING TO LEVEL THE PLAYING FIELD SO THAT EVERY VERMONTER HAS A CHANCE TO OBTAIN THE EDUCATION THEY NEED, REGARDLESS OF FAMILY BACKGROUND, INCOME LEVEL, OR BIRTHPLACE.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$34.3M

+3.8% YoY

Annual Giving

$2.2M

Grant Count

3

Avg Grant Size

$744K

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$719K$1M$2M$3M20202021202220232024
Metric202420232022
Total Assets$34,265,687$33,022,351$29,046,871
Revenue$1,312,033$1,483,670$1,318,409
Expenses$2,613,841$2,494,314$2,206,234
Qualifying Distributions$2,052,113
Net Investment Income$1,133,148$1,119,184$494,825
Distributable Amount$1,594,761

Giving Over Time

Total grant dollars and number of grants per year

$0$558K$1M$2M$2M1 grants20201 grants20211 grants20220 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

VERMONT SCHOLARSHIP FUND…$2.1MVERMONT ASSOCIATION FOR …$116KCOMMUNITY COLLEGE OF VER…$20K

Grant Size Distribution

6 grants across all recorded years

1<$50K$50–100K1$100–250K$250–500K$500K–1M4$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Curtis Fund Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DANIEL SMITHSECRETARY0.5
AMY MELLENCAMPPRESIDENT0.5
JOAN GOLDSTEINVICE- PRESIDENT0.5
MICHAEL BREENTREASURER0.5
PEGGY WILLIAMSDIRECTOR0.5
SETH BOWDENDIRECTOR0.5
LEILANI PEARLDIRECTOR0.5
HILLARY BURROWSDIRECTOR0.5
MICHAEL METZDIRECTOR UNTIL 12/31/240.5
LAUREN PHILIEEXECUTIVE DIRECTOR32
SHANA TROMBLEYEXECUTIVE DIRECTOR UNTIL 2/9/240.5

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

BurlingtonMontpelierWinooski

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

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