Copley Fund

Morrisville, VT
Tax-exempt since Oct. 1969
EIN: 03-6006013

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$349k (2024)

Expenses

$265k (2024)

Total Assets

$625k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$348,709

Expenses

$265,473

Net Income

$83,236

Net Assets

$624,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.0%
Interest Revenue	$1	0.0%
Dividends	$252,115	72.3%
Sales of Assets	$81,149	23.3%
Other Income	$15,344	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$248,075	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$624,812
Total Liabilities	$0
Net Assets	$624,812

Compensation

Key Employees and Officers	Compensation	Other
Richard C Sargent Esq (Trustee)	$0	$0
Mary Ann Wilson (Trustee)	$0	$0

990-PF

Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$283,199

Expenses

$282,485

Net Income

$714

Net Assets

$541,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$251,720	88.9%
Sales of Assets	$22,978	8.1%
Other Income	$8,500	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$253,589	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$541,576
Total Liabilities	$0
Net Assets	$541,576

Compensation

Key Employees and Officers	Compensation	Other
Richard C Sargent Esq (Trustee)	$0	$0
Gloria Wing (Trustee)	$0	$0

990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$299,312

Expenses

$256,679

Net Income

$42,633

Net Assets

$540,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$238,783	79.8%
Sales of Assets	$54,020	18.0%
Other Income	$6,506	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,300	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$540,862
Total Liabilities	$0
Net Assets	$540,862

Compensation

Key Employees and Officers	Compensation	Other
Richard C Sargent Esq (Trustee)	$0	$0
Gloria Wing (Trustee)	$0	$0

990-PF

Filed on May 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$291,954

Expenses

$268,273

Net Income

$23,681

Net Assets

$498,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$221,896	76.0%
Sales of Assets	$64,580	22.1%
Other Income	$5,477	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,313	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$498,954
Total Liabilities	$0
Net Assets	$498,954

Compensation

Key Employees and Officers	Compensation	Other
Richard C Sargent Esq (Trustee)	$0	$0
Gloria Wing (Trustee)	$0	$0

990-PF

Filed on May 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2020

Revenue

$301,426

Expenses

$374,010

Net Income

-$72,584

Net Assets

$475,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,520	0.5%
Interest Revenue	$3	0.0%
Dividends	$216,868	71.9%
Sales of Assets	$73,529	24.4%
Other Income	$9,506	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$351,571	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$475,581
Total Liabilities	$1
Net Assets	$475,580

Compensation

Key Employees and Officers	Compensation	Other
Richard C Sargent Esq (Trustee)	$0	$0
Gloria Wing (Trustee)	$0	$0

990-PF

Filed on May 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$351,313

Expenses

$474,639

Net Income

-$123,326

Net Assets

$548,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$510	0.1%
Interest Revenue	$26	0.0%
Dividends	$216,745	61.7%
Sales of Assets	$132,739	37.8%
Other Income	$1,293	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$451,322	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$548,250
Total Liabilities	$1
Net Assets	$548,249

Compensation

Key Employees and Officers	Compensation	Other
Richard C Sargent Esq (Trustee)	$0	$0
Gloria Wing (Trustee)	$0	$0

990-PF

Filed on June 22, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$270,140

Expenses

$272,768

Net Income

-$2,628

Net Assets

$671,806

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.0%
Dividends	$210,892	78.1%
Sales of Assets	$55,982	20.7%
Other Income	$3,246	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$253,000	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$671,806
Total Liabilities	$0
Net Assets	$671,806

Compensation

Key Employees and Officers	Compensation	Other
Richard C Sargent Esq (Trustee)	$0	$0
Gloria Wing (Trustee)	$0	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Revenue

$208,711

Expenses

$250,237

Net Income

-$41,526

Net Assets

$711,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$194,699	93.3%
Sales of Assets	$14,009	6.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$234,294	93.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$711,703
Total Liabilities	$0
Net Assets	$711,703

Compensation

Key Employees and Officers	Compensation	Other
Richard C Sargent Esq (Trustee)	$0	$0
Gloria Wing (Trustee)	$0	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$239,016

Expenses

$258,714

Net Income

-$19,698

Net Assets

$753,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$192,959	80.7%
Sales of Assets	$46,057	19.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$236,000	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$753,229
Total Liabilities	$0
Net Assets	$753,229

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$226,924

Expenses

$239,740

Net Income

-$12,816

Net Assets

$773,648

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$186,233	82.1%
Sales of Assets	$40,691	17.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,600	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$773,648
Total Liabilities	$0
Net Assets	$773,648

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$206,362

Expenses

$217,887

Net Income

-$11,525

Net Assets

$786,464

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$175,086	84.8%
Sales of Assets	$31,275	15.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,000	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$786,464
Total Liabilities	$0
Net Assets	$786,464

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$205,943

Expenses

$211,882

Net Income

-$5,939

Net Assets

$797,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$181,287	88.0%
Sales of Assets	$24,656	12.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,400	92.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$797,988
Total Liabilities	$0
Net Assets	$797,988

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$184,915

Expenses

$202,194

Net Income

-$17,279

Net Assets

$803,927

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$172,623	93.4%
Sales of Assets	$12,291	6.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,200	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$803,927
Total Liabilities	$0
Net Assets	$803,927

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Copley Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $349k (2024)

Expenses $265k (2024)

Total Assets $625k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$349k (2024)

Expenses

$265k (2024)

Total Assets

$625k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

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Fiscal Year Ending Dec.
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