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· Private foundation

The Copley Fund

Its FY2024 filing reports that it accepted unsolicited grant applications.

$242k
Granted FY2024still arriving
19
Grants FY2024still arriving
1
States reached
$134k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Housing & Shelter$1.0MHuman Services$212kFood & Nutrition$180kHealth$174kEducation$139kPublic Benefit$134kCommunity Improvement$132kArts & Culture$44kOther$0
02FY2024 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k14 grants · $47k
  • $10k–50k4 grants · $60k
  • $50k–250k1 grant · $134k
$3,641
Median grant
1
States reached
$625k
Total assets
Largest grants
RecipientAmount
Individual grant recipient$134,000
Lamoille Home Health and Hospice$16,171
Lamoille County Civic Association$15,650
Capstone Community Action$14,672
Central Vermont Council on Aging$13,987
Lamoille Community Food Share$6,934
Lamoille County Meal on Wheels$6,391
River Arts$4,890
Johnson Food Shelf$3,934
Cambridge Food Shelf$3,641
Lanpher Memorial Library$2,934
Glee Merritt Kelley Community Library$2,934
Johnson Public Library$2,934
Varnum Memorial Library$2,934
Morristown Centenial Library$2,934
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–24, $291k) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%Capstone Community Action: $30k → 9%Capstone Community Action: $30k → 9%Capstone Community Action: $18k → 9%Capstone Community Action: $15k → 9%Capstone Community Action: $15k → 9%Capstone Community Action: $14k → 9%Capstone Community Action: $10k → 9%Home Share Vermont: $1k → 9%Home Share Vermont: $598 → 9%Home Share Vermont: $500 → 9%Home Share Vermont: $491 → 9%Home Share Vermont: $488 → 9%Central Vermont Council on Aging: $33k → 9%Central Vermont Council on Aging: $31k → 9%Central Vermont Council on Aging: $30k → 9%Central Vermont Council on Aging: $17k → 9%Central Vermont Council on Aging: $16k → 9%Central Vermont Council on Aging: $15k → 9%Central Vermont Council on Aging: $14k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

93%of every dollar goes to organizations it has funded before.
$1.9M · 20 repeat orgs$136k to everyone else

20 repeat relationships: 18 still active in FY2024, 2 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

20
2

Total granted

$1.9M
$135k

Still filing today

30%
0%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $1k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
Human ServicesFood & NutritionEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CV
    CENTRAL VERMONT COUNCIL ON AGING INC
    7× · 2018–2024 · $156k · revenue +41%
  • LH
    Lamoille Home Health Agency Inc
    7× · 2018–2024 · $146k · revenue +47%
  • CC
    CAPSTONE COMMUNITY ACTION INC
    7× · 2018–2024 · $132k · revenue +65%

Funded once

  • 1I
    1134 individuals who wish
    one grant, 2022 · $134k
  • LF
    Lamoille Food Shelf
    one grant, 2019 · $1k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field
04the grantee network

7 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 7 of the 23 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
6/7
Grantees still filing
6/7
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $871,000 · OtherIndividual grant recipientLamoille Home Health Agency Inc: $145,744 · OtherLamoille Home Health Agency IncLAMOILLE COUNTY CIVIC ASSOCIATION: $134,411 · OtherLAMOILLE COUNTY CIVIC ASSOCIATION1134 individuals who wish: $134,000 · Other1134 individuals who wish+14 more: $340,479 · Other+14 moreCENTRAL VERMONT COUNCIL ON AGING INC: $156,416 · Human ServicesCENTRAL VERMONT …CAPSTONE COMMUNITY ACTION INC: $131,981 · Human ServicesCAPSTONE COMMUNI…+1 more: $3,077 · Human ServicesLAMOILLE COMMUNITY FOOD SHARE INC: $76,422 · Food & NutritionMORRISTOWN CENTENNIAL LIBRARY ASSOC: $32,372 · Education
Other$1,625,634Human Services$291,474Food & Nutrition$76,422Education$32,372

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetCENTRAL VERMONT COUNCIL ON AGING INC: $156,416 over 7y, 0.9% of budgetLamoille Home Health Agency Inc: $145,744 over 7y, 0.5% of budgetCAPSTONE COMMUNITY ACTION INC: $131,981 over 7y, 0.2% of budgetLAMOILLE COMMUNITY FOOD SHARE INC: $76,422 over 7y, 8.7% of budgetMORRISTOWN CENTENNIAL LIBRARY ASSOC: $32,372 over 7y, 2.7% of budgetHOMESHARE VERMONT INC: $3,077 over 5y, 0.2% of budgetHOME SHARE NOW INC: $2,000 over 2y, 0.4% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds CENTRAL VERMONT COUNCIL ON AGING INC ↗
  • Who funds Lamoille Home Health Agency Inc ↗
  • Who funds CAPSTONE COMMUNITY ACTION INC ↗
  • Who funds LAMOILLE COMMUNITY FOOD SHARE INC ↗
  • Who funds MORRISTOWN CENTENNIAL LIBRARY ASSOC ↗
  • Who funds HOMESHARE VERMONT INC ↗
  • Who funds HOME SHARE NOW INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Vermont Community FoundationVT17.4× affinity6 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Vermont Community Foundation · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Copley Fund funds: left to right is the share of its income from government, bottom to top the share from The Copley Fund. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 74%
  • Capstone Community Action Inc: 84% of income from government
  • Central Vermont Council On Aging Inc: 74% of income from government
  • Homeshare Vermont Inc: 32% of income from government
  • Morristown Centennial Library Assoc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
2rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Copley Fund?

Find your warmest path to The Copley Fund through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 23 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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