OAKLAND FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: OAKLAND FOUNDATION (EIN 55-0754353)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-13
IRS object ID: 202641339349100139
Schema version: 2025v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Land Etc Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-13T10:00:21-04:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	550603535	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MCDONOUGH EDDY POLING & BAYLOUS AC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 184	AddressLine1Txt
City	PARKERSBURG	CityNm
State Abbreviation	WV	StateAbbreviationCd
ZIP	261020184	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	550754353	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OAKLAND FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	OAKL	BusinessNameControlTxt
Phone	8022535115	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 491	AddressLine1Txt
City	STOWE	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05672	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KATHRINE COPPOCK	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8022535115	PhoneNum
Signature	2026-05-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BENJAMIN M POLING CPA	PreparerPersonNm
PTIN	P01624342	PTIN
Phone	3044288091	PhoneNum
Preparation	2026-05-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,399,647	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$4,137	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$4,137	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$134,990	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$134,990	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$30,058	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$422,596	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$30,058	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$848	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$170,033	TotalRevAndExpnssAmt
Total Net Invst Incm	$169,185	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$31,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$7,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$24,000	CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$2,372	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$2,372	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,100	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$4,100	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$33,731	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$30,960	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$2,771	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$2,034	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$902	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$25	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$2,402	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$2,402	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$75,639	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$38,862	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$35,670	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$239,845	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$230,845	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$315,484	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$38,862	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$266,515	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$145,451	ExcessRevenueOverExpensesAmt
Net Investment Income	$130,323	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$36,676	CashBOYAmt
Cash EOY	$16,563	CashEOYAmt
Cash EOYFMV	$16,563	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$301,665	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$39,792	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$39,792	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,387,796	CorporateStockBOYAmt
Corporate Stock EOY	$1,520,398	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,290,673	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,024,841	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,015,164	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,052,619	CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$16,428	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$16,428	LandBldgEquipAccumDeprecAmt
Total Assets BOY	$2,750,978	TotalAssetsBOYAmt
Total Assets EOY	$2,591,917	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,399,647	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$1,071	AccountsPayableBOYAmt
Accounts Payable EOY	$1,071	AccountsPayableEOYAmt
Grants Payable EOY	$9,000	GrantsPayableEOYAmt
Total Liabilities BOY	$1,071	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$10,071	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$2,749,907	RetainedEarningBOYAmt
Retained Earning EOY	$2,581,846	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,749,907	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,581,846	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,750,978	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,591,917	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,749,907	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$145,451	ExcessRevenueOverExpensesAmt
Subtotal	$2,604,456	SubtotalAmt
Other Decreases	$22,610	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,581,846	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMERICAN WATER WORKS	P	2025-03-11	2025-12-04	$17,568	$19,834	-$2,266	-$2,266
LONG TERM COVERED	P			$391,683	$372,704	$18,979	$18,979

Field	Value	IRS element (for citing)
Capital Gain Net Income	$30,058	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,811	InvestmentIncomeExciseTaxAmt
Subtotal	$1,811	SubtotalAmt
Tax Based On Investment Income	$1,811	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,600	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,600	TotalPaymentsAndCreditsAmt
Tax Due	$211	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	KATHRINE L COPPOCK	IndividualWithBooksNm
Phone	8022535115	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	808 BARROWS RD	AddressLine1Txt
City	STOWE	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05672	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHRINE COPPOCK
808 BARROWS RD	STOWE	VT	05672	PRESIDENT	000.00	$14,000	$0	$0
JOHN LUTZ
1109 7TH STREET	PARKERSBURG	WV	26101	VICE-PRESIDE	000.00	$7,000	$0	$0
ATHEY LUTZ
1048 CORTLAND RD	DAVIS	WV	26260	SECRETARY	000.00	$10,000	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$5,103,288	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$100,223	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,203,511	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$5,203,511	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$78,053	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,125,458	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$256,273	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$256,273	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,811	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,811	TotalTaxAmt
Distributable Before Adj	$254,462	DistributableBeforeAdjAmt
Distributable Before Ded	$254,462	DistributableBeforeDedAmt
Distributable As Adjusted	$254,462	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$266,515	ExpensesAndContributionsAmt
Qualifying Distributions	$266,515	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$254,462	DistributableAsAdjustedAmt
Undistributed Income PY	$1,774	UndistributedIncomePYAmt
Excess Distribution Cyov Yr2	$20,388	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,774	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$22,162	TotalExcessDistributionCyovAmt
Qualifying Distributions	$266,515	QualifyingDistributionsAmt
Applied To Year1	$1,774	AppliedToYear1Amt
Applied To Current Year	$254,462	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$10,279	RemainingDistriFromCorpusAmt
Total Corpus	$32,441	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$32,441	ExcessDistriCyovToNextYrAmt
Excess From Year2	$20,388	ExcessFromYear2Amt
Excess From Year1	$1,774	ExcessFromYear1Amt
Excess From Current Year	$10,279	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	OAKLAND FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 26103	AddressLine1Txt
City	PARKERSBURG	CityNm
State Abbreviation	WV	StateAbbreviationCd
ZIP	26103	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8022535115	RecipientPhoneNum
Recipient Email Address	KLC@OAK.ORG	RecipientEmailAddressTxt
Form And Info And Materials	SEE ATTACHED GRANT APPLICATION FORM	FormAndInfoAndMaterialsTxt
Submission Deadlines	FOUNDATION HAS FOUR ANNUAL GRANT APPLICATION DUE DATES, MARCH 1, JUNE 1, SEPTEMBER 1, DECEMEBER 1. S	SubmissionDeadlinesTxt
Restrictions On Awards	GRANT REQUIREMENT IS THAT APPLICANTS ARE QUALIFIED NON- PROFIT ORGANIZATIONS OR OTHER QUALIFIED ENTITIES. THE OTHER REQUIREMENTS ARE LISTED IN THE GRANT APPLICATION GUIDELINES.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ACTIVE SOUTHERN WEST VIRGINIA
116 NORTH HERBER ST STE B	BECKLEY	WV	25801	PC	HEALTH EDUCATION PROGRAMS ALL AGES	$5,000
ALPINE HERITAGE PRESERVATION
PO BOX 156	DAVIS	WV	26292	PC	RESTORE COTTILL'S OPERA HOUSE	$5,000
APPALACHIAN EXPEDITIONS
262 8TH ST	DAVIS	WV	26260	PC	BACKCOUNTRY SCHOLARSHIPS	$5,000
ARTHURDALE HERITAGE
18 Q RD	ARTHURDALE	WV	26520	PC	RESTORE PILLARS AND CHIMNEY	$4,000
AURORA PROJECT
25208 GEORGE WASHINGTON H	AURORA	WV	26705	PC	PUBLICITY FOR BARN DANCE FUNDRAISER	$1,505
BLACKWATER MINISTERIAL ASSOCIATION
315 WILLIAM AVE	DAVIS	WV	26260	PC	SUPPORT FOOD BANK	$2,580
CANAAN VALLEY VOLUNTEER FIRE DEPT
6563 APPALACHIAN HWY	DAVIS	WV	26260	POF	GENERAL SUPPORT	$4,850
CANCER PATIENT SUPPORT FOUNDATION
5399 WILLISTON RD	WILLISTON	VT	05495	PC	EMERGENCY FUND FOR FINANCIAL ASSIST	$2,000
COMMON ROOTS
1100 DORSET ST	SOUTH BURLINGTON	VT	05403	PC	GROWING ORGANIC FOOD SUPPORT	$3,000
CRAFTSBURY PUBLIC LIBRARY
149 COMMON LOOP	CRAFTSBURY	VT	05827	PC	SUMMER FAMILY ENGAGMENT AND SOCIAL P	$2,000
DIOCESE OF WHEELINGCHARLESTON
1311 BYRON ST	WHEELING	WV	26003	PC	WEST VIRGINIA DISATER RELIEF	$1,000
ECHO LEAHY CENTER
1 COLLEGE ST	BURLINGTON	VT	05401	PC	EARLY LEARNING PROGRAMS	$2,500
ELDERLY SERVICES
112 EXCHANGE ST	MIDDLEBURY	VT	05753	PC	TRANSPORTATION SERVICES	$2,000
FLORENCE CRITTENTION PROGRAM
2606 NATIONAL RD	WHEELING	WV	26003	PC	SUMMER SOCIAL AND EMOTIONAL LEARNING	$3,000
FLYNN CENTER FOR THE PERFORMING ART
153 MAIN STREET	BURLINGTON	VT	05401	PC	SUPPORT STUDENT MATINEES	$2,000
FOLSOM VOLUNTER FIRE DEPARTMENT
28372 SHORTLINE HWY	FOLSOM	WV	26348	PC	PURCHASE EMS TRAINING MANIKIN	$2,500
FRIENDS OF SPRINGHILL CEMETERY
1555 FARNSWORTH DR	CHARLESTON	WV	25301	PC	ESTABLISH TREE WEBSITE	$2,880
FRIENDS OF THE CHEAT
1343 PRESTON HWY	KINGWOOD	WV	26537	PC	GENERAL SUPPORT	$1,000
GREEN MOUNTAIN ADAPTIVE SPORTS
PO BOX 473	HYDE PARK	VT	05655	PC	GENERAL SUPPORT	$1,000
GREEN MOUNTAIN CLUB
4711 WATERBURY-STOWE RD	WATERBURY CENTER	VT	05677	PC	RESTORE TAFT LODGE	$1,000
HACK FOUNDATION
15 FALLS RD	SHELBURNE	VT	05482	PC	SUPPORT STOWE ROBOTICS	$500
HEART OF THE HIGHLANDS
PO BOX 274	DAVIS	WV	26260	PC	IMPROVE AND MAINTAIN TRAIL SYSTEM	$5,000
HERITAGE WINOOSKI MILL
20 WINOOSKI FALLS WY	WINOOSKI	VT	05404	PC	ESTABLISH PERMANENT CHILD LABOR EXBI	$2,000
HIGH ROCKS EDUCATIONAL CORP
HIGHWAY COUNTY 64	HILLSBORO	WV	24946	PC	AMERICORPS VOLUNTEER	$4,000
HIGH ROCKS EDUCATIONAL CORP
HIGHWAY COUNTY 64	HILLSBORO	WV	24946	PC	SUMMER CAMP HEALTHY LIVING&WILLNES	$5,000
HIPPODROMECOLONY HIST THEATRE
222 PUTNAM ST	MARIETTA	OH	45750	PC	MONTHLY SINGER/SONGWRITER PROGRAMS	$2,000
HORIZONS CENTER FOR INDEPENDENT LIV
934 WILLIAMS ST	PARKERSBURG	WV	26101	PC	REPLACE HVAC SYSTEM	$2,500
HUMANE SOCIETY OF PARKERSBURG
530 29TH ST	PARKERSBURG	WV	26101	PC	PUTTS FOR PAWS	$500
LAKE CHAMPLAIN SAILING CENTER
505 LAKE ST	BURLINGTON	VT	05401	PC	SUPPORT LITTLE GUPPIES SAILING PRO	$1,000
LAMOILLE COMMUNITY HOUSE
213 CLARK DR	HYDE PARK	VT	05655	PC	TRANSPORTATION PROGRAM	$4,000
LAMOILLE RESTORATIVE CENTER
221 MAIN ST	HYDE PARK	VT	05655	PC	EMPLOYMENT AND EDU FOR AT-RISK YOUTH	$2,000
MID-OHIO VALLEY MULTICULTRAL CENTR
PO BOX 2050	PARKERSBURG	WV	26102	PC	GRUPO FUEGO & SHAWN BOOKER PERFORMAN	$4,500
MIGRANT JUSTICE
179 S WINOOSKI AVE 202	BURLINGTON	VT	05401	PC	SUPPORT VERMONT ASYLUM-SEEKERS	$2,000
MONONGAHELA RIVER TRAILS
1005 ELKINS DR	MORGANTOWN	WV	26505	PC	PATH TO CONNECT PARKING LOT TO TRAIL	$4,000
MONTEPELIER ALIVE
39 MAIN ST	MONTPELIER	VT	05602	PC	ENHANCE DOWNTOWN DISTRICT	$2,500
MORRISTOWN CENTENNIAL LIBRARY
7 RICHMOND ST	MORRISVILLE	VT	05661	PC	CHILDRENS PROGRAMMING	$2,000
MT MANSFIELD WINTER ACADEMY
65 ACADEMY WAY	STOWE	VT	05672	PC	CREATE MAKERSPACE ROOM	$5,000
MTN LAUREL LEARNING COOPERATIVE
PO BOX 304	DAVIS	WV	26260	PC	PRO. TRAINING & MONTESSORI MATERIAL	$5,120
NEIGHBORS IN ACTION
PO BOX 515	LYNDONVILLE	VT	05851	PC	EQUIPMENT FOR VOLUNTEERS	$2,500
NORTH BRANCH NATURE CENTER
713 ELM STREET	MONTPELIER	VT	05602	PC	OWL BANDING & AMPHIAN CONSERVATION	$2,000
PARKERSBURG ART CENTER
725 MARKET ST	PARKERSBURG	WV	26101	PC	PUBLISH PROMOTIONAL MAGAZINE	$5,000
PLANNED PARENTHOOD NORTHRN NEW ENG
784 HERCULES DR	COLCHESTER	VT	05446	PC	SUPPORT BARRE OFFICE SLIDING SCALE	$5,250
RIVER ARTS
74 PLEASANT ST	MORRISVILLE	VT	05661	PC	SUMMER CAMP PROGRAMS	$2,000
SAGE MOUNTAIN BOTANICAL SANCTUARY
PO BOX 420	EAST BARRE	VT	05649	PC	AFTERSCHOOL AND SUMMER YOUTH NATURE	$1,500
SALVATION FARMS
118 PORTLAND ST	MORRISVILLE	VT	05661	PC	DISCOVER AND DISTRIBUTE UNUSED CROPS	$1,500	PO BOX 1174
SARANAM RETREAT CENTER
2282 GRASS LICK RUN	MONTROSE	WV	26283	PC	INSTALL ACCESSIBLE BATHROOM	$5,000
SHELBURNE FARMS
1611 HARBER ROAD	SHELBURNE	VT	05482	PC	BREEDING BARN RESTORATION	$5,000
SHELBURNE MUSEUM
6000 SHELBBURNE ROAD	SHELBURNE	VT	05842	PC	BIG RIVER	$5,000
SNOW SPORTS MUSEUM OF WEST VIRGINIA
PO BOX 421	DAVIS	WV	26260	PC	GENERAL SUPPORT	$4,000
SOLARIS VOCAL ENSEMBLE
14 ASPEN DRIVE	ESSEX JUNCTION	VT	05452	PC	SEASON PRINTING AND COPYING COSTS	$2,000
SPECTRUM YOUTH AND FAMILY SERVICES
31 ELMWOOD AVE	BURLINGTON	VT	05401	PC	SUPPORT FOR MULTI-CULTURAL YOUTH	$2,000
ST FRANCIS XAVIER CHURCH
532 MARKET ST	PARKERSBURG	WV	26101	PC	GENERAL SUPPORT	$5,000
STERN CENTER
183 TALCOTT RD 101	WILLISTON	VT	05495	PC	FINANCIAL SUPPORT PROGRAM	$4,000
STOWE COMMUNITY CHURCH
137 MAIN ST	STOWE	VT	05672	PC	GENERAL SUPPORT	$1,500
STOWE COMMUNITY FUND
PO BOX 873	STOWE	VT	05672	PC	STOWE MIDDLE SCHOOL CHRISTMAS FUND	$2,500
THE CURRENT
90 POND ST	STOWE	VT	05672	PC	PROGRAMMING AND EXHIBITIONS	$1,000
TUCKER COUNTY CONNECTIONS
1051 CORTLAND RD	DAVIS	WV	26260	PC	EQUIPMENT AND SUPPLIES FOR ART CLASS	$3,000
TUCKER COUNTY FAMILY RESOURCE DEV
104 EDUCATION LANE	PARSONS	WV	26287	PC	DEVELOP 4TH GRADE PHYSICAL FITNESS	$4,900
TUCKER COUNTY HIGH SCHOOL
RT 1 BOX 153	HAMBLETON	WV	26269	PC	2025 SCHOLARSHIP FIRST YEAR	$1,500
TUCKER COUNTY HIGH SCHOOL
RT 1 BOX 153	HAMBLETON	WV	26269	PC	2024 COLLEGE SCHOLARSHIP SECOND YEAR	$1,500
TUCKER COUNTY HIGH SCHOOL
RT 1 BOX 153	HAMBLETON	WV	26269	PC	2023 COLLEGE SCHOLARSHIP THIRD YEAR	$1,500
UPPERSIDE DOWN SECONDARY MICROSCHOO
18 MAPLE GROVE LANE	DAVIS	WV	26260	PC	STUDY OF NORTH AMERICAN HISTORY	$3,300
VERMONT ASSOCIATION FOR THE BLIND
60 KIBALL AVE	SOUTH BURLINGTON	VT	05103	PC	SMART DEVICE TRAINING PROGRAM	$2,000
VERMONT ENERGY EDUCATION
79 RIVER ST	MONTPELIER	VT	05602	PC	STEM AND ENERGY PROGRAMS	$1,500
VERMONT FAMILY NETWORK
600 BLAIR PARK RD	WILLISTON	VT	05495	PC	SUPPORT FRIENDSHIP SCHOOL PROGRAMS	$2,500
VERMONT FARM TO SCHOOL
115 2ND ST	NEWPORT	VT	05855	PC	SUPPORT BACKPACK/FOOD BOX PROGRAM	$2,000
VERMONT FOODBANK
33 PARKER RD	BARRE	VT	05641	PC	SUPPORT YOUTH FOOD PROGRAMS	$3,000
VERMONT HISTORICAL SOCIETY
60 WASHINGTON ST	BARRE	VT	05641	PC	HISTORICAL SOCIETIES AND MUSEUMS	$1,000
VERMONT HUMANITIES
11 LOOMIS STREET	MONTPELIER	VT	05602	PC	SUPPORT STATEWIDE VT READS PROGRAM	$2,000
VERMONT WORKS FOR WOMEN
32 MALLETTS BAY AVE	WINOOSKI	VT	05404	PC	SUPPORT ROSIE'S GIRLS CAREER PROGRAM	$2,000
VERMONT YOUTH CONSERVATON CORPS
1949 E MAIN ST	RICHMOND	VT	05477	PC	HEALTH SHARE PROGRAM	$2,000
VERMONT YOUTH ORCHESTRA
223 ETHAN ALLEN AVE	COLCHESTER	VT	05446	PC	INSTRUCTION FOR HAZEN UNION STUDENTS	$1,000
WATERBURY MAKERSHERE
30 FOUNDRY ST	WATERBURY	VT	05676	PC	UPGRADE ELECTRIC EQUIP IN WORKSPACE	$2,500
WELFARE FOR ANIMALS GROUP
1011 CREST VIEW DRIVE	CRESTON	WV	26141	PC	LOW COST SPAY AND NEUTER PROGRAM	$1,500
WEST VIRGINIA BOTANIC GARDEN
1061 TYRONE RD	MORGANTOWN	WV	26508	PC	INSTALL OUTDOOR HYDRATION CENTER	$2,000
WEST VIRGINIA DIVISION OF FORESTRY
7 PLAYERS CLUB DRIVE	CHARLESTON	WV	25311	PC	CHILDREN'S BOOKS FOR ENVO WORKSHOPS	$4,960
WEST VIRGINIA UNIVERSITY
1500 UNIVERISTY AVENUE	MORGANTOWN	WV	26506	PC	SUPPORT WVU LIBRARY MTN AIR PROGRAM	$3,000
WHEELING COUNTRY DAY SCHOOL
8 PARK RD	WHEELING	WV	26003	PC	LITERACY AND MATH PROGRAMS	$4,000
WV UNIVERSITY PARKERSBURG FOUNDATIO
300 CAMPUS DRIVE	PARKERSBURG	WV	26104	PC	SUPPORT WVUP FOUNDATION OAKLAND FUND	$10,000
YOUNG WRITERS PROJECT
47 MAPLE STREET SUITE 126	BURLINGTON	VT	05401	PC	WRITING AROUND CURRENT ISSUES	$4,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$230,845	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ARTSBRIDGE
925 MARKET ST	PARKERSBURG	WV	26101	PC	ARTS ENCOUNTER PROGRAM	$3,000
GARRETT REGIONAL MEDICAL CENTER
251 N 4TH ST	OAKLAND	MD	21550	PC	GENERAL SUPPORT	$1,000
WEST VIRGINIA HIGHLANDS CONSERVANCY
PO BOX 306	CHARLESTON	WV	25321	PC	DATA CENTER CHALLENGE	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$9,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4,137	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$134,990	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$13,345	ExclusionAmt
Related Or Exempt Function Incm	$16,713	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Exclusion	14	ExclusionCd
Exclusion	$848	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$153,320	ExclusionAmt
Related Or Exempt Function Incm	$16,713	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$170,033	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
8	18
1A	18

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$4,100	Amt
Disbursements Charitable Prps	$4,100	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (7 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt
CHAIR	1997-12-18	$543	$543	200DB	7.0000
BOOKCASE	1997-01-12	$76	$76	200DB	7.0000
COMPUTER EQUIPMENT	1997-12-31	$8,645	$8,645	200DB	5.0000
DELL COMPUTER	2002-01-02	$2,382	$2,382	200DB	5.0000
STAPLES PRINTER	2002-11-09	$230	$230	200DB	5.0000
LAPTOP	2006-02-03	$2,530	$2,530	200DB	5.0000
DELL COMPUTER	2007-12-08	$2,022	$2,022	200DB	5.0000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	UNITED BANK BONDS	BondNm
EOY Book Value	$1,015,164	EOYBookValueAmt
EOYFMV	$1,052,619	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	UNITED BANK SECURITIES	StockNm
EOY Book Value	$1,520,398	EOYBookValueAmt
EOYFMV	$4,290,673	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Cost Or Other Basis	$16,428	CostOrOtherBasisAmt
Accumulated Depreciation	$16,428	AccumulatedDepreciationAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR PERIOD ADJUSTMENT	Desc
Amt	$22,610	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INTERNET SERVICES	$609	$609
POSTAGE	$167	$167
POST OFFICE BOX RENT	$596	$596
SUPPLIES	$320	$320
TELEPHONE	$710	$710

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$848	RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
FINANCIAL SERVICES	$2,771	$2,771
INVESTMENT FIDUCIARY FEES	$30,960		$30,960

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
WEST VIRGINIA ANNUAL REPORT	$25	$25
FOREIGN TAX	$902		$902
990PF PAYMENTS	$1,107