OAKLAND FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OAKLAND FOUNDATION (EIN 55-0754353)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-12
- IRS object ID
- 202430729349100123
- Schema version
- 2023v4.0
- 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
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-12T23:26:39-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464272644 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASTORG & JONES CPAS AC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 AVERY STREET SUITE 9000 | AddressLine1Txt |
| City | PARKERSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | 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 | P O BOX 491 | AddressLine1Txt |
| City | STOWE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05672 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRINE L COPPOCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8022535115 | PhoneNum |
| Signature | 2024-03-01 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHERINE | PersonFirstNm |
| Person Last | COPPOCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAC LICHTERMAN CPA | PreparerPersonNm |
| PTIN | P00575378 | PTIN |
| Phone | 3044226660 | PhoneNum |
| Preparation | 2024-03-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,868,428 | 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 | $38,097 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,097 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,987 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $713,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,493 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $153,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,577 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,372 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,372 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,530 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,530 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,801 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,761 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $464 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $439 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,821 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,821 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,439 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,509 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $219,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $219,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $287,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,439 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $283,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$133,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $150,138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,093 | CashBOYAmt |
| Cash EOY | $10,422 | CashEOYAmt |
| Cash EOYFMV | $10,422 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,522,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $424,823 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $424,823 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,218,403 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,271,701 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,248,949 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $265,637 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $53,699 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $49,637 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $131,716 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $134,597 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,428 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,428 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,022,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,892,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,868,428 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,071 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,071 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $3,551 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,071 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,622 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,021,325 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,887,739 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,021,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,887,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,022,396 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,892,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,021,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$133,586 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,887,739 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,887,739 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| UNITED BANK SHORT TERM | P | $138,794 | $138,544 | $250 | $250 | ||
| ISHARES SHORT TREASURY BOND | P | $212,737 | $211,938 | $799 | $799 | 2022-12-28 | 2023-11-09 |
| ISHARES TRUST 1-5 YR INVEST, | P | $216,176 | $219,527 | -$3,351 | -$3,351 | 2023-06-15 | 2023-10-19 |
| UNITED BANK LONG TERM | P | $145,239 | $131,117 | $14,122 | $14,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,493 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,820 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,087 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,087 | SubtotalAmt |
| Tax Based On Investment Income | $2,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,504 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,504 | TotalPaymentsAndCreditsAmt |
| Overpayment | $417 | OverpaymentAmt |
| Applied To ES Tax | $417 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| 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 L COPPOCK | ||||||||
| 808 BARROWS RD | STOWE | VT | 05672 | PRESIDENT | 12.00 | $14,000 | $0 | $0 |
| JOHN D LUTZ | ||||||||
| 1109 7TH STREET | PARKERSBURG | WV | 26101 | VICE-PRES | 8.00 | $10,000 | $0 | $0 |
| ATHEY LUTZ | ||||||||
| 1048 CORTLAND RD | DAVIS | WV | 26260 | SECRETARY | 6.00 | $7,000 | $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 | $3,998,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $743,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,422 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,751,843 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,751,843 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,278 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,680,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $234,028 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $234,028 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,087 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,087 | TotalTaxAmt |
| Distributable Before Adj | $231,941 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $231,941 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $231,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $283,684 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $283,684 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,355 | UndistributedIncomePYAmt |
| Qualifying Distributions | $283,684 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,355 | AppliedToYear1Amt |
| Applied To Current Year | $231,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,388 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,388 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $20,388 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $20,388 | 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, DECEMBER 1. SEE | 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 (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ACTIVE SOUTHERN WEST VIRGINIA | |||||
| 116 NORTH HEBER ST STE B | BECKLEY | WV | 25801 | HEALTH EDUCATION PROGRAMS ALL AGES | $10,000 |
| ALPINE HERITAGE PRESERVATION | |||||
| PO BOX 156 | DAVIS | WV | 26292 | RESTORE COTTILL'S OPERA HOUSE | $18,000 |
| ARTSBRIDGE | |||||
| 925 MARKET ST | PARKERSBURG | WV | 26101 | ARTS ENCOUNTER PROGRAM | $1,600 |
| BLACKWATER MINISTERIAL ASSOCIATION | |||||
| 315 WILLIAM AVE | DAVIS | WV | 26260 | SUPPORT FOOD BANK | $5,000 |
| BOYS & GIRLS CLUB OF BURLINGTON | |||||
| 62 OAK ST | BURLINGTN | VT | 05401 | HELP PURCHASE TRANSPORTATION VAN | $2,000 |
| BURLINGTON DISMAS HOUSE | |||||
| 96 BUELL ST | BURLINGTON | VT | 05401 | REPLACE GAS HEATING SYSTEM | $1,500 |
| CANAAN VALLEY VOLUNTEER FIRE DEPT | |||||
| 6563 APPALACHIAN HWY | DAVIS | WV | 26260 | GENERAL SUPPORT | $7,000 |
| COMMON ROOTS | |||||
| 1100 DORSET ST | SOUTH BURLINGTON | VT | 05403 | GROWING ORGANIC FOOD SUPPORT | $4,500 |
| CRAFTSBURY PUBLIC LIBRARY | |||||
| 12 CHURCH LN | CRAFTSBURY COMMON | VT | 05827 | SUPPORT DIGITAL SERVICES | $1,000 |
| CROSS VERMONT TRAIL ASSOCIATION | |||||
| 29 MAIN ST | MONTPELIER | VT | 05601 | CONNECT COMMUNITY TRAILS TO CVT | $2,000 |
| FELLOWSHIP OF THE WHEEL | |||||
| PO BOX 1566 | WILLISTON | VT | 05495 | HOST COMMUNITY RIDES-PROMOTE BIKING | $1,000 |
| FLYNN CENTER FOR THE PERFORMING ART | |||||
| 153 MAIN STREET | BURLINGTON | VT | 05401 | STUDENT MATINEES AND WORKSHOPS | $3,000 |
| FRIENDS OF SPRING HILL CEMETARY | |||||
| 815 CUNNINGHAM LANE | ST ALBANS | WV | 25177 | HISTORICAL REENACTMENT | $1,980 |
| FRIENDS OF STOWE FREE LIBRARY | |||||
| 90 POND ST | STOWE | VT | 05672 | GENERAL SUPPORT | $1,000 |
| FRIENDS OF THE CHEAT | |||||
| 1343 PRESTON HWY | KINGWOOD | WV | 26537 | GENERAL SUPPORT | $2,000 |
| GOOD FUN-D | |||||
| 4856 MOUNTAIN ROAD | STOWE | VT | 05672 | CREATE COLLABORATIVE CHILDREN'S BOOK | $5,000 |
| GOOD SAMARITAN HAVEN | |||||
| 105 N SEMINARY ST | BARRE | VT | 05641 | PURCHASE AUTOMATED DEFIBULATOR | $2,000 |
| HIGH ROCKS EDUCATIONAL CORPORATION | |||||
| HIGHWAY COUNTY 64 | HILLSBOROWV | WV | 24946 | SUMMER CAMP HEALTHY LIVING & WILLNES | $4,500 |
| HIPPODROMECOLONY THEATRE | |||||
| 222 PUTNAM ST | MARIETTA | OH | 45750 | SINGER/SONGWRITER WORKSHOP | $5,000 |
| INTERACT CHILDREN'S MUSEUM | |||||
| PO BOX 1481 | ELKINS | WV | 26241 | PART-TIME EMPLOYEE FOR SUMMER EVENTS | $2,500 |
| MENTOR VERMONT | |||||
| 19 MARBLE AVE 4 | BURLINGTON | VT | 05401 | VOLUNTEER & MENTAL HEALTH TRAINING | $2,500 |
| MID-OHIO VALLEY MULTICULTURAL CENTR | |||||
| PO BOX 2050 | PARKERSBURG | WV | 26102 | DRUM MAKING WORKSHOP FOR CHILDREN | $4,300 |
| MONOGAHELA RIVER TRAILS | |||||
| 268 HIGH ST | MORGANTOWN | WV | 26505 | CONNECT COMMUNITIES TO TRAILS | $5,000 |
| MONTPELIER ALIVE | |||||
| 39 MAIN ST | MONTPELIER | VT | 05602 | FLOOD RELIEF | $5,500 |
| MORRISTOWN CENTENNIAL LIBRARY | |||||
| 7 RICHMOND ST | MORRISTOWN | VT | 05661 | PURCHASE TRAILER | $5,000 |
| MTN LAUREL LEARNING COOPERATIVE | |||||
| P O BOX 304 | DAVIS | WV | 26260 | GENERAL SUPPORT | $3,000 |
| NATURE CONSERVANCY VERMONT | |||||
| 575 STONE CUTTERS WAY | MONTPELIER | VT | 05602 | VERMONT CONSERVATION FELLOWSHIPS | $1,000 |
| NORTH BRANCH NATURE CENTER | |||||
| 713 ELM STREET | MONTPELIER | VT | 05602 | BIRD BANDING & AMPHIBIAN CONSERVATIO | $1,000 |
| NORTH COUNTRY ANIMAL LEAGUE | |||||
| 3524 LAPORTE ROAD | MORRISVILLE | VT | 05661 | GENERAL SUPPORT | $1,000 |
| PARKERSBURGWOOD COUNTY PUBLIC LIBR | |||||
| 3100 EMERSON AVE | PARKERSBURG | WV | 26104 | CONSTRUCT WATER FEATURE FOR GARDEN | $2,095 |
| PLANNED PARENTHOOD NORTHRN NEW ENG | |||||
| 784 HERCULES DR | COLCHESTER | VT | 05446 | SUPPORT BARRE OFFICE SLIDING SCALE | $5,000 |
| RESOURCE | |||||
| 329 HARVEST LANE 200 | WILLISTON | VT | 05495 | WORKFORCE DEVEOPMENT TRAINING PROGRM | $2,500 |
| RIVER ARTS | |||||
| 74 PLEASANT ST | MORRISVILLE | VT | 05661 | AFTERSCHOOL ENRICHMENT PROGRAMS | $4,000 |
| SALVATION FARMS | |||||
| 49 PORTLAND STREET | MORRISTOWN | VT | 05661 | CONNECT FARMS TO LOCAL COMMUNITY SVC | $5,000 |
| SHELBURNE FARMS | |||||
| 1611 HARBER ROAD | SHELBURNE | VT | 05482 | COACH BARN RESTORATION | $5,000 |
| SHELBURNE MUSEUM | |||||
| 6000 SHELBURNE ROAD | SHELBOURNE | VT | 05842 | SUPPORT RAILROAD EXHIBIT | $5,000 |
| SNOW SPORTS MUSEUM OF WEST VIRGINIA | |||||
| PO BOX 421 | DAVIS | WV | 26260 | GENERAL SUPPORT | $5,000 |
| SOLARIS VOCAL ENSEMBLE | |||||
| 14 ASPEN DRIVE | ESSEX JUNCTION | VT | 05452 | FUND 2004 PERFORMANCES | $2,000 |
| SPECTRUM YOUTH & FAMILY SERVICES | |||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | CONNECT MULTICULTURAL YOUTH TO SERVI | $5,000 |
| SPRUCE PEAK PERFORMING ARTS | |||||
| 122 HOURGLASS DRIVE | STOWE | VT | 05672 | SCHOLARSHIPS FOR SUMME CAMPS | $1,000 |
| ST ALBANS CITY PARK | |||||
| 931 OBSERVATORY DRIVE | ST ALBANS | WV | 25177 | WA.LK ON THE WILD SIDE EVENT | $2,200 |
| ST FRANCIS XAVIER CHURCH | |||||
| 532 MARKET STREET | PARKERSBURG | WV | 26101 | GENERAL SUPPORT | $5,000 |
| STERN CENTER | |||||
| 183 TALCOTT RD 101 | WILLISTON | VT | 05495 | LEARNING LABS-SOCIAL COGNITION | $2,500 |
| STOWE LAND TRUST | |||||
| 6 SUNSET ST | STOWE | VT | 05672 | WIESSNER WOODS TRAIL MAINTENANACE | $1,000 |
| STOWE STORY LABS | |||||
| PO BOX 513 | STOWE | VT | 05672 | VERMONT FILM AND MUSIC FESTIVAL | $1,000 |
| TABOR OPERA HOUSE | |||||
| 308 HARRISON AVE | LEADVILLE | CO | 80461 | SUPPOR OPERA HOUSE RENOVATION | $1,000 |
| THE CURRENT | |||||
| 90 POND STREET | STOWE | VT | 05672 | PUBLIC GALLERY PROGRAMMING | $5,000 |
| TUCKER COUNTY HIGH SCHOOL | |||||
| RT1 BOX 153 | HAMBLETON | WV | 26269 | 2023 COLLEGE SCHOLARSHIP | $1,500 |
| TUCKER COUNTY HIGH SCHOOL | |||||
| RT1 BOX 153 | HAMBLETON | WV | 26269 | 2021 COLLEGE SCHOLARSHIP SECOND YEAR | $1,500 |
| TUCKER COUNTY HIGH SCHOOL | |||||
| RT1 BOX 153 | HAMBLETON | WV | 26269 | 2020 COLLEGE SCHOLARSHIP THIRD YEAR | $1,500 |
| VERMONT ASSOCIATION FOR THE BLIND | |||||
| 60 KIBALL AVE | SOUTH BURLINGTON | VT | 05103 | EXPAND TECHNOLOGY TRAINING FOR BLIND | $2,000 |
| VERMONT ENERGY PROGRAM | |||||
| 79 RUVER ST | MONTPELIER | VT | 05602 | STEM EDUCATION ENERGY & CLIMATE | $2,000 |
| VERMONT FOLKLIFE CENTER | |||||
| 88 MAIN ST | MIDDLEBURY | VT | 05753 | FUND TRAVELING EXHIBIT & STORAGE | $2,000 |
| VERMONT HISTORICAL SOCIETY | |||||
| 60 WASHINGTON ST SUITE 1 | BARRE | VT | 05641 | DOCUMENTARY ON ETHAN ALLEN | $1,000 |
| VERMONT HUMANITIES | |||||
| 11 LOOMIS STREET | MONTPELIER | VT | 05602 | VERMONT READS-STATEWIDE PROGRAM | $2,000 |
| VERMONT SYMPHONY ORCHESTRA | |||||
| 2 CHURCH ST MEZZANINE | BURLINGTON | VT | 05401 | SUPPORT SYMPHONY KIDS 2024 | $3,000 |
| VERMONT WORKS FOR WOMEN | |||||
| 32 MALLETTS BAY AVE | WINOOSKI | VT | 05404 | SUPPORT ROSIE'S GIRLS CAREER PROGRAM | $3,000 |
| WARM THE CHILDREN | |||||
| PO BOX 345 | PARSONS | WV | 26287 | WINTER CLOTHING FOR NEEDY CHILDREN | $2,000 |
| WELFARE FOR ANIMALS GROUP | |||||
| 1011 CREST VIEW DRIVE | CRESTON | WV | 26141 | GENERAL SUPPORT | $1,500 |
| WEST VIRGINIA BOTANIC GARDEN | |||||
| 1061 TYRONE RD | MORGANTOWN | WV | 26508 | ADA PATHWAY CHILDREN'S GARDEN | $2,000 |
| WEST VIRGINIA DIVISION OF FORESTRY | |||||
| 7 PLAYERS CLUB DRIVE | CHARLESTON | WV | 25311 | BOOKS&TRAVEL-LEARNING TREE WORKSHOP | $5,000 |
| WV UNIVERSITY PARKERSBURG FOUNDATIO | |||||
| 300 CAMPUS DRIVE | PARKERSBURG | WV | 26104 | SUPPORT WUVUP FOUNDATION OAKLAND FND | $10,000 |
| YESTERMORROW | |||||
| 7865 MAIN STREET | WAITSFIELD | VT | 05673 | WOODSHOP RESTORATION | $6,000 |
| YOUNG WRITERS PROJECT | |||||
| 47 MAPLE STREET SUITE 216 | BURLINGTON | VT | 05401 | ARTS AND SPACE PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $219,175 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,097 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,987 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,844 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,351 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $156,928 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,351 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,577 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | 18 | RelationshipStatementTxt |
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 | $3,530 | Amt |
| Disbursements Charitable Prps | $3,530 | 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 (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UNITED BNK FIXED INCOME-SEE ATTACHE | $53,699 | $49,637 |
| UNITED BANK MISC. - SEE ATTACHED |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UNITED BANK EQUITIES-SEE ATTACHED | $853,670 | $2,610,771 |
| UNITED BANK MUTUAL FDS-SEE ATTACHED | $1,418,031 | $1,638,178 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UNITED BANK MISC, ISHARES TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $131,716 | BookValueAmt |
| EOYFMV | $134,597 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INTERNET | $527 | $527 |
| P0ST OFFICE BOX FEES | $402 | $402 |
| POSTAGE | $9 | $9 |
| SUPPLIES | $1,174 | $1,174 |
| TELEPHONE | $709 | $709 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| EOY Book Value | $3,551 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FIDUCIARY FEES | CategoryTxt |
| Amt | $27,801 | Amt |
| Disbursements Charitable Prps | $27,761 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| WEST VIRGINIA ANNUAL REPORT | $25 | $25 | |
| FOREIGN TAX WITHHELD | $439 | $439 | |
| 990-PF FEDERAL TAX PAYMENTS | |||
| PENALTY |