The Copley Fund
The Copley Fund is a private foundation based in Morrisville, Vermont. Its 2024 filing lists awards restricted to deserving elderly people in Lamoille County, Vermont, including direct assistance for housing and support through local services and organizations.
The Copley Fund at a glance
In short: The Copley Fund gave $242K across 19 grants in 2024 (avg $13K), mostly in Vermont. 5% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $241,807
- -4.6% vs 2023
- Grants made (2024)
- 19
- +5.6% vs 2023
- Average grant
- $12,727
- -9.7% vs 2023
- Median grant
- $3,641
- Total assets
- $624,812
- +15.4% vs 2023
- New grantees (estimate)
- 5% first-time grantees (1 of 19, 2024; small sample)
- Primary geography
- Vermont (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Copley Fund
- How to Apply
-
Submit a letter describing the project to Richard C Sargent Esq. The filing says the foundation does not restrict giving to preselected organizations and restricts awards to deserving elderly people of Lamoille County, Vermont.
- Review Cycle
- The 2024 filing lists a deadline before the end of the calendar year. This is a past-cycle instruction, not a current deadline.
- Deadline
- The 2024 filing lists a deadline before the end of the calendar year.
- Contact
Application contact: Richard C Sargent Esq
Mailing address: PO Box 696, Morrisville, VT 05661
Phone: (802) 888-2000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Copley Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was 134 Individuals who wish ($134K). Together the top 10 received $220K.
Grant Size Distribution
91 grants across all recorded years
The most common grant size was under $50K: 86 grants of 91 (95%).
Geographic Focus
Where this funder awards grants
All grant dollars in 2024 went to recipients in Vermont. The filing’s award restriction is for deserving elderly people of Lamoille County, Vermont.
Grant Distribution by State
Share of 2024 grant dollars across all 19 itemized grants.
States
Cities
Is The Copley Fund open to new grantees?
5%
first-time grantees, 2024
In 2024, 1 of 19 grantees (5%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $1K; repeat grants $13K. How we count
Medians: $1K first-time, $4K repeat.
- 95% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+0%). Method
- In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $232K (2022) to $352K (2020). In 2024 it made 19 grants totaling $242K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 134 Individuals who wish Lamoille County, VT | Direct assistance to elderly for housing | $134,000 |
| Lamoille Home Health and Hospice Morrisville, VT | Assist elderly with homeservices and hospicecare | $16,171 |
| Lamoille County Civic Association Morrisville, VT | Assist elderly with activitiesWing Center | $15,650 |
| Capstone Community Action Barre, VT | Assist elderlyLamoille County | $14,672 |
| Central Vermont Council on Aging Morrisville, VT | Support senior centeractivities and case management | $13,987 |
| Lamoille Community Food Share Morrisville, VT | Assist elderlywith food | $6,934 |
| Lamoille County Meal on Wheels Morrisville, VT | Assist elderly with food deliveries | $6,391 |
| River Arts Morrisville, VT | Support of elderlyactivities | $4,890 |
| Johnson Food Shelf Johnson, VT | Food supportfor elderly | $3,934 |
| Cambridge Food Shelf Jeffersonville, VT | Food supportfor elderly | $3,641 |
Ready to take the next step with The Copley Fund?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $624,812 | $348,709 | $265,473 | $241,807 | 19 | $248,075 | $315,927 | $273,546 |
| 2023 | $541,576 | $283,199 | $282,485 | $253,589 | 18 | $253,589 | $258,775 | $231,814 |
| 2022 | $540,862 | $299,312 | $256,679 | $232,300 | 18 | $232,300 | $278,134 | $244,057 |
| 2021 | $498,954 | $291,954 | $268,273 | $242,313 | 18 | $242,313 | $269,858 | $280,614 |
| 2020 | $475,581 | $301,426 | $374,010 | $351,571 | 18 | — | $275,731 | $231,724 |
Under IRS private-foundation payout rules, The Copley Fund reported a distributable amount of $274K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 filing identifies deserving elderly people in Lamoille County as the restriction on awards. The listed grants include housing assistance, home services and hospice care, food support, meal delivery, activities, and case management.
Among the organizations it supported, Capstone Community Action describes its mission as helping people achieve economic well-being and alleviating poverty. Central Vermont Council on Aging says it supports Central Vermonters to age with dignity and choice. Lamoille Community Food Share says it provides free supplemental food to support the physical well-being of people who might otherwise go hungry.
Grantmaking
In 2024, the foundation made 19 grants totaling $241,807. Grant amounts ranged from $488 to $134,000, with a median of $3,641. The largest listed award was $134,000 to individuals who wish, in Lamoille County, for direct assistance to elderly people for housing. Other notable awards included $16,171 to Lamoille Home Health and Hospice for services and hospice care for elderly people; $15,650 to Lamoille County Civic Association for elderly activities at the Wing Center; $14,672 to Capstone Community Action to assist elderly people in Lamoille County; and $13,987 to Central Vermont Council on Aging for senior center activities and case management.
The filing lists a letter describing the project as the application material and names Richard C Sargent Esq as the person to contact.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Richard C Sargent Esq and Mary Ann Wilson as trustees.
The Copley Fund's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Richard C Sargent Esq.
Trustee
On filings since 2020
1 hr/week
No compensation reported
Mary Ann Wilson
Trustee
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (1)
- Former: Gloria Wing (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Copley Fund
How much does The Copley Fund give each year?
The Copley Fund gave $242K across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $254K across 18 grants.
What is The Copley Fund's typical grant size?
The Copley Fund's median grant in 2024 was $3,641, and its average grant was $12,727, across 19 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Copley Fund that year got $1K on average.
Where does The Copley Fund give grants?
The Copley Fund gives mostly in Vermont: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Morrisville, VT (9 grants), Barre, VT (2 grants), Johnson, VT (2 grants) and Jeffersonville, VT (2 grants).
Does The Copley Fund give general operating support?
Occasionally: 5% of The Copley Fund's 2024 grants with a stated purpose (1 of 19) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Provide activities for elderly" (3 grants).
Who are The Copley Fund's largest grantees?
The Copley Fund's largest 2024 grantees include 134 Individuals who wish ($134,000), Lamoille Home Health and Hospice ($16,171) and Lamoille County Civic Association ($15,650), according to its 2024 IRS Form 990-PF. Together they received 69% of its itemized 2024 grant dollars.
How large is The Copley Fund?
The Copley Fund reported $625K in total assets on its 2024 IRS Form 990-PF. It paid out $248K in qualifying distributions that year, against a required minimum of $274K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Copley Fund fund?
No mission statement for the foundation is provided. Its 2024 filing identifies deserving elderly people in Lamoille County as the restriction on awards. The listed grants include housing assistance, home services and hospice care, food support, meal delivery, activities, and case management. See mission & focus areas ↑
How do I apply for a grant from The Copley Fund?
Submit a letter describing the project to Richard C Sargent Esq. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Copley Fund's EIN?
The Copley Fund's EIN (Employer Identification Number) is 03-6006013. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). The Copley Fund funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/the-copley-fund-morg_55f45a030a8b4d95a92f611a57120fed
BibTeX
@misc{grantable_036006013_2026,
author = {{Grantable}},
title = {{The Copley Fund funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-copley-fund-morg_55f45a030a8b4d95a92f611a57120fed},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Copley Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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