The Vermont State Capitol

Form 990-PFTax year 2024EIN 03-6006013

The Copley Fund

A private foundation in Morrisville, VT. Its return for tax year 2024 lists 19 grants and $241,807 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Richard C Sargent Esq
PO Box 696
Morrisville, VT 05661
(802) 888-2000
Form and materials
Letter describing project
Deadlines
Before the end of the calendar year
Restrictions
Deserving elderly of Lamoille County, Vermont

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $241,807

    Grants listed
    19
    Assets, end of year
    $624,812
  • Tax year 2023

    $253,589

    Grants listed
    18
    Assets, end of year
    $541,576
  • Tax year 2022

    $232,300

    Grants listed
    18
    Assets, end of year
    $540,862
  • Tax year 2021

    $242,313

    Grants listed
    18
    Assets, end of year
    $498,954
  • Tax year 2020

    $351,571

    Grants listed
    18
    Assets, end of year
    $475,581
  • Tax year 2019

    $451,322

    Grants listed
    19
    Assets, end of year
    $548,250
  • Tax year 2018

    $253,000

    Grants listed
    16
    Assets, end of year
    $671,806

Grants paid in 2024

19 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Individual

    Direct assistance to elderly for housing

    $134,000
  2. Lamoille Home Health and HospiceMorrisville, VT

    Assist elderly with homeservices and hospicecare

    $16,171
  3. Lamoille County Civic AssociationMorrisivlle, VT

    Assist elderly with activitiesWing Center

    $15,650
  4. Capstone Community ActionBarre, VT

    Assist elderlyLamoille County

    $14,672
  5. Central Vermont Council on AgingMorrisville, VT

    Support senior centeractivities and case management

    $13,987
  6. Lamoille Community Food ShareMorrisville, VT

    Assist elderlywith food

    $6,934
  7. Lamoille County Meal on WheelsMorrisville, VT

    Assist elderly with food deliveries

    $6,391
  8. River ArtsMorrisville, VT

    Support of elderlyactivities

    $4,890
  9. Johnson Food ShelfJohnson, VT

    Food supportfor elderly

    $3,934
  10. Cambridge Food ShelfJeffersonville, VT

    Food supportfor elderly

    $3,641
  11. Morristown Centenial LibraryMorrisville, VT

    Provide activities for elderly

    $2,934
  12. Lanpher Memorial LibraryHyde Park, VT

    Provide activitiesfor elderly

    $2,934
  13. Johnson Public LibraryJohnson, VT

    Provide activities for elderly

    $2,934
  14. Varnum Memorial LibraryJeffersonville, VT

    Provide activitiesfor elderly

    $2,934
  15. Stowe Free LibraryStowe, VT

    Provide activities for elderly

    $2,934
  16. Glee Merritt Kelley Community LibraryWolcott, VT

    Public libraryprograms for elderly

    $2,934
  17. Lamoille Adult Day Health ServicesMorrisville, VT

    Operating supportsenior services

    $2,445
  18. United Way of Lamoille CoMorrisville, VT

    Referral for services forelderly

    $1,000
  19. Home Share VermontBarre, VT

    Assist elderlywith housing

    $488

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Human services1 grant $14,67268% of the total
  2. Food and agriculture1 grant $6,93432% of the total

By State

Grants to organizations with a US address, latest year.

  1. Vermont18 grants $107,807

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Richard C Sargent EsqTrustee Hours 1Pay $0
  • Mary Ann WilsonTrustee Hours 1Pay $0

The return

More foundations

Similar foundations

Same main cause (human services), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Rowland Family Charitable TrustWoodstock, VT 48 grants Preselected only $192,500 giving
  2. Ann A Mergens Foundation IncShelburne, VT 10 grants Accepts applications $345,000 giving
  3. Harry W & Jo-Ann D Wallace Charitable FoundationSo Burlington, VT 11 grants Preselected only $161,000 giving
  4. Eastrise FoundationWilliston, VT 24 grants Accepts applications $399,566 giving
  5. Courtney and Victoria Buffum Family FoundationBurlington, VT 15 grants Accepts applications $433,000 giving