Open Foundations · Vermont

Copley Fund

Morrisville, Vermont · EIN 036006013. Its Form 990-PF says giving is not restricted to organizations picked in advance, which is how a private foundation files that it accepts unsolicited requests. It paid $242K across 19 grants in 2024, a median of $4K each.

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$242K
paid in 2024
19
grants paid
$4K
median grant
0%
to first-time recipients
$625K
assets on file

How to apply, as filed

Straight off Part XV of the return. Where the foundation left a line blank, this says so rather than guessing.

Send requests to
Richard C Sargent Esq
Address
PO Box 696, Morrisville, VT, 05661
Phone
8028882000
Email
Not stated in the filing
Form the request should take
Letter describing project
Submission deadline
Before the end of the calendar year
Restrictions on awards
Deserving elderly of Lamoille County, Vermont

As filed on the Form 990-PF for tax year 2024, IRS filing object id 202521359349102177. Printed word for word, including the entries that only say to see a website or an attachment.

What it funds, in its own words

The words that come up most often across the purposes it wrote on its 2024 grants. These are the foundation's own words, not a category we assigned.

elderlyfood

Biggest grants in 2024

The 15 largest of the 19 grants paid in 2024, with the purpose the foundation wrote for each.

#RecipientStateAmountPurpose as filed
1134 Individuals Who WishVT$134,000Direct assistance to elderly for housing
2Lamoille Home Health and HospiceVT$16,171Assist elderly with homeservices and hospicecare
3Lamoille County Civic AssociationVT$15,650Assist elderly with activitiesWing Center
4Capstone Community ActionVT$14,672Assist elderlyLamoille County
5Central Vermont Council on AgingVT$13,987Support senior centeractivities and case management
6Lamoille Community Food ShareVT$6,934Assist elderlywith food
7Lamoille County Meal on WheelsVT$6,391Assist elderly with food deliveries
8River ArtsVT$4,890Support of elderlyactivities
9Johnson Food ShelfVT$3,934Food supportfor elderly
10Cambridge Food ShelfVT$3,641Food supportfor elderly
11Glee Merritt Kelley Community LibraryVT$2,934Public libraryprograms for elderly
12Johnson Public LibraryVT$2,934Provide activities for elderly
13Lanpher Memorial LibraryVT$2,934Provide activitiesfor elderly
14Morristown Centenial LibraryVT$2,934Provide activities for elderly
15Stowe Free LibraryVT$2,934Provide activities for elderly

Giving by year, and who received it

Grants paid by year

Every year of this foundation's grants that Civly holds
Tax yearGrantsPaid
202018$352K
202118$242K
202218$232K
202318$254K
202419$242K

Where the money went

Share of 2024 grant dollars by recipient state
Vermont100%

Who decides

Officers, directors and trustees as filed, with the year of the return they appeared on.

Mary Ann WilsonTrustee · 2024
Richard C Sargent EsqTrustee · 2024

Every figure on this page is that foundation's own latest filed year, which is 2022 or later. This foundation is listed because its Form 990-PF says it does not restrict giving to preselected organizations and it paid at least 5 grants totaling $100K or more that year. Latest-year grants and terms per foundation from IRS 990-PF e-file returns; the newest tax year is partial until the IRS finishes releasing it. Grants are de-duplicated on funder, year, recipient and amount, so identical repeat grants collapse into one and totals can run low. Full method.

Source: IRS Form 990-PF e-file releases (public domain). Analysis: Civly.

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