Civic Intelligence

The Copley Fund

EIN 03-6006013 • Morrisville, VT

Pub. 78 Eligible
PO Box 696Morrisville, VT 05661-0696
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

75th percentile

24%

Higher net margin than 75% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

23%

Faster revenue growth than 67% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$624,812

Up $83,236 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$624,812

Up $83,236 (+15%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin75th percentile

Revenue

Up

$348,709

Up $65,510 (+23%) from 2023

Expenses

Down

$265,473

Down $17,012 (-6.0%) from 2023

Net Income

Up

$83,236

Up $82,522 (+11558%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $803,927Liabilities 2011: $02011Assets 2012: $797,988Liabilities 2012: $02012Assets 2013: $786,464Liabilities 2013: $02013Assets 2014: $773,648Liabilities 2014: $02014Assets 2015: $753,229Liabilities 2015: $02015Assets 2016: $711,703Liabilities 2016: $0Net Assets 2016: $711,7032016Assets 2018: $671,806Liabilities 2018: $0Net Assets 2018: $671,8062018Assets 2019: $548,250Liabilities 2019: $0Net Assets 2019: $548,2502019Assets 2020: $475,581Liabilities 2020: $0Net Assets 2020: $475,5812020Assets 2021: $498,954Liabilities 2021: $0Net Assets 2021: $498,9542021Assets 2022: $540,862Liabilities 2022: $0Net Assets 2022: $540,8622022Assets 2023: $541,576Liabilities 2023: $0Net Assets 2023: $541,5762023Assets 2024: $624,812Liabilities 2024: $0Net Assets 2024: $624,8122024

Highlighted filing

2024

Assets$624,812
Liabilities$0
Net Assets$624,812
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $184,915Expenses 2011: $202,194Net Income 2011: -$17,2792011Revenue 2012: $205,943Expenses 2012: $211,882Net Income 2012: -$5,9392012Revenue 2013: $206,362Expenses 2013: $217,887Net Income 2013: -$11,5252013Revenue 2014: $226,924Expenses 2014: $239,740Net Income 2014: -$12,8162014Revenue 2015: $239,016Expenses 2015: $258,714Net Income 2015: -$19,6982015Revenue 2016: $208,711Expenses 2016: $250,237Net Income 2016: -$41,5262016Revenue 2018: $270,140Expenses 2018: $272,768Net Income 2018: -$2,6282018Revenue 2019: $351,313Expenses 2019: $474,639Net Income 2019: -$123,3262019Revenue 2020: $301,426Expenses 2020: $374,010Net Income 2020: -$72,5842020Revenue 2021: $291,954Expenses 2021: $268,273Net Income 2021: $23,6812021Revenue 2022: $299,312Expenses 2022: $256,679Net Income 2022: $42,6332022Revenue 2023: $283,199Expenses 2023: $282,485Net Income 2023: $7142023Revenue 2024: $348,709Expenses 2024: $265,473Net Income 2024: $83,2362024

Highlighted filing

2024

Revenue$348,709
Expenses$265,473
Net Income$83,236
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$624,812
Liabilities
$0
Net assets
$624,812
Revenue
$348,709
Expenses
$265,473
Net income
$83,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$3.49$2.65$0.83
2023Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$2.83$2.82$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$2.99$2.57$0.43
2021Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$2.92$2.68$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$3.01$3.74$0.73
2019Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$3.51$4.75$1.23
2018Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$2.70$2.73$0.03
2016Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$2.09$2.50$0.42
2015Summary only. Only limited summary data is available for this year.$7.53$0.00$2.39$2.59$0.20
2014Summary only. Only limited summary data is available for this year.$7.74$0.00$2.27$2.40$0.13
2013Summary only. Only limited summary data is available for this year.$7.86$0.00$2.06$2.18$0.12
2012Summary only. Only limited summary data is available for this year.$7.98$0.00$2.06$2.12$0.06
2011Summary only. Only limited summary data is available for this year.$8.04$0.00$1.85$2.02$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard C Sargent EsqTrustee-$0--
Mary Ann WilsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Copley Fund
EIN
03-6006013
Phone
8028882000
Address
PO Box 696, Morrisville, VT 05661-0696

Signing Officer

Name
Richard C Sargent
Title
Trustee
Phone
8028882000
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Fitts Olson Giddings & Ferrara PLC
Address
16 High St, Brattleboro, VT 05301
Preparer
Jean Brewster Giddings
Phone
8022542345
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18INTUITIVE SURGICAL INC 28.633 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MARTIN MARIETTA MATERIALS 18.422 sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MICROSOFT CORP 49.564 sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SHERWIN WILLIAMS COMPANY OHIO 32.689 sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SYNOPSIS INC 24.214 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34THERMO FISHER SCIENTIFIC 16.664 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TRADE DESK INC CLASS A 87.371 sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39AO Smith Corp 77.999 sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63FERGUSON PLC 19.367 sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65FIRST AMERICAN FINL CORP 59.636 sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TE CONNECTIVITY LTD NEW 38 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TECK RESOURCES LTD 66.420 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TOLL BROTHERS 26.417 sh
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0252115
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0333265
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0241807
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0241807
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0252115
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0252115
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt083236
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02241
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02241
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06268
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt015344
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt015120
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0348709
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0120937
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt054212
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2120
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0175149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1118732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities MS 7601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Publicly Traded Securities MS 8081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Publicly traded securities C/G dist
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0273546
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IRS990PF/DistributableAmountGrp/IncomeTaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0181

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