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Copley Fund is a private trust based in MORRISVILLE, VT. The foundation received its IRS ruling in 1969. The principal officer is Richard Sargent & Robert Parker. It holds total assets of $625K. Annual income is reported at $562K. Total assets have decreased from $804K in 2011 to $542K in 2023. The foundation is governed by 2 officers and trustees. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Vermont. According to available records, Copley Fund has made 72 grants totaling $1.1M, with a median grant of $5K. Annual giving has decreased from $352K in 2020 to $232K in 2022. Grantmaking activity was highest in 2021 with $485K distributed across 36 grants. Individual grants have ranged from $491 to $134K, with an average award of $15K. The foundation has supported 19 unique organizations. Grant recipients are concentrated in Vermont. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$6K
Average Grant
$20K
Largest Grant
$134K
Based on 18 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Copley Fund is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 72 grants. Its grantmaking reaches organizations primarily in VT.
Copley Fund has distributed a total of $1.1M across 72 grants. The median grant size is $5K, with an average of $15K. Individual grants have ranged from $491 to $134K.
The application deadline is Before the end of the calendar year. Deserving elderly of Lamoille County, Vermont.
Copley Fund is headquartered in MORRISVILLE, VT.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Richard C Sargent Esq | Trustee | $0 | $0 | N/A |
| Gloria Wing | Trustee | $0 | $0 | N/A |
Total Giving
$282K
Total Assets
$542K
Fair Market Value
$5.7M
Net Worth
$542K
Grants Paid
$254K
Contributions
N/A
Net Investment Income
$259K
Distribution Amount
$232K
Total: $498K
Total Grants
72
Total Giving
$1.1M
Average Grant
$15K
Median Grant
$5K
Unique Recipients
19
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| 1134 Individuals Who WishDirect assistance to elderly for housing | Lamoille County, VT | $134K | 2022 |
| Lamoille County Civic AssociationAssist elderly with activities | Morrisville, VT | $16K | 2022 |
| Central Vermont Council On AgingSupport senior centeractivities and case management | Morrisville, VT | $15K | 2022 |
| Lamoille Home Health And HospiceAssist elderly with homeservices and hospicecare | Morrisville, VT | $15K | 2022 |
| Capstone Community ActionAssist elderlyLamoille County | Barre, VT | $14K | 2022 |
| Lamiolle County Meal On WheelsAssist elderly with food deliveries | Morrisville, VT | $5K | 2022 |
| River ArtsSupport of elderlyactivities | Morrisville, VT | $5K | 2022 |
| Johnson Food ShelfFood supportfor elderly | Johnson, VT | $3K | 2022 |
| Lamoille Community Food ShareAssist elderlywith food | Morrisville, VT | $3K | 2022 |
| Stowe Free LibraryProvide activities for elderly | Stowe, VT | $3K | 2022 |
| Morristown Centenial LibraryProvide activities for elderly | Morrisville, VT | $3K | 2022 |
| Glee Merritt Kelley Community LibraryPublic library | Wolcott, VT | $3K | 2022 |
| Varnum Memorial LibraryProvide activitiesfor elderly | Jeffersonville, VT | $3K | 2022 |
| Johnson Public LibraryProvide activities for elderly | Johnson, VT | $3K | 2022 |
| Lanpher Memorial LibraryProvide activitiesfor elderly | Hyde Park, VT | $3K | 2022 |
| Cambridge Food ShelfFood supportfor elderly | Jeffersonville, VT | $3K | 2022 |
| Lamoille Adult Day Health ServicesOperating supportsenior services | Morrisville, VT | $2K | 2022 |
| Home Share VermontAssist elderlywith housing | Barre, VT | $491 | 2022 |
| 134 Individuals Who WishDirect assistance to elderly for housing | Lamoille County, VT | $134K | 2021 |
CRAFTSBURY CM, VT
STOWE, VT
MARLBORO, VT