Private foundation (trust)EIN 036006013Est. 1969-10

The Copley Fund

Morrisville, VT 056610696

Accepts unsolicited proposals

Total Assets

$5.7M

FY 2023

Annual Giving

$254K

FY 2023

Grants Made

18

FY 2023

Avg Grant

$14K

FY 2023

Grant Range

$598–$134K

Typical

Deadlines

Before the end of the calendar year

Applications

Financial Snapshot

2023 filing

Total Revenue

$283K

Total Expenses

$282K

Qualifying Distributions

$254K

Distributable Amount

$232K

Min. Investment Return

$235K

Undistributed Income

$232K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

18 grants

Grant sizes from minimum $598 through median $4K to maximum $134K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $485K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

106 grants

134 individuals who wish
$670K
5 grants
1134 individuals who wish
$134K
1 grant
Central Vermont Council on Aging
$125K
6 grants
Lamoille Home Health and Hospice
$115K
6 grants
Lamoille County Civic Association
$105K
6 grants
Capstone Community Action
$102K
6 grants
Lamoille Community Food Share
$59K
6 grants
River Arts
$34K
6 grants

Grant Size Distribution

106 grants

<$10K
77
grants
$10–50K
23
grants
$50–250K
6
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Vermont
$1.6M
100% of total

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The Copley Fund — Grants, Financials & Contact | Grantivo