OAKLAND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OAKLAND FOUNDATION (EIN 55-0754353)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202541349349103944
- Schema version
- 2024v5.0
- 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 Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T16:04:22-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN M POLING CPA | PreparerPersonNm |
| PTIN | P01624342 | PTIN |
| Phone | 3044288091 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $5,112,610 | 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 | $21,478 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,478 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $131,345 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,345 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,699 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,000 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $411 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $149,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,823 | 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 | $6,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,242 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,471 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,771 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,272 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $576 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,323 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,323 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,641 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,773 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $232,773 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $310,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $270,414 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$160,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,776 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,422 | CashBOYAmt |
| Cash EOY | $36,676 | CashEOYAmt |
| Cash EOYFMV | $36,676 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $424,823 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $301,665 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $301,665 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,271,701 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,387,796 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,739,766 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $53,699 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,024,841 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,034,503 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $131,716 | OtherInvestmentsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $16,428 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,428 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,892,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,750,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,112,610 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,071 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,071 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $3,551 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $4,622 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,071 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,887,739 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,749,907 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,887,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,749,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,892,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,750,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,887,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$160,597 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,765 | OtherIncreasesAmt |
| Subtotal | $2,749,907 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,749,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SYNCHRONY BANK CD | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-08-10 | AcquiredDt |
| Sold | 2024-05-02 | SoldDt |
| Gross Sales Price | $50,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $53,699 | CostOrOtherBasisAmt |
| Gain Or Loss | -$3,699 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$3,699 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,699 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,595 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,595 | SubtotalAmt |
| Tax Based On Investment Income | $1,595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,088 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,088 | TotalPaymentsAndCreditsAmt |
| Overpayment | $493 | OverpaymentAmt |
| Applied To ES Tax | $493 | 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 |
| 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 | 12.00 | $14,000 | $0 | $0 |
| JOHN LUTZ | ||||||||
| 1109 7TH STREET | PARKERSBURG | WV | 26101 | VICE-PRESIDE | 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 | $4,672,294 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $400,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,073,028 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,073,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,095 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,996,933 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $249,847 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $249,847 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,595 | TotalTaxAmt |
| Distributable Before Adj | $248,252 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $248,252 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $248,252 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $270,414 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $270,414 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,388 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $20,388 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,388 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $270,414 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,388 | AppliedToYear1Amt |
| Applied To Current Year | $248,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,774 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,162 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $22,162 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $20,388 | ExcessFromYear1Amt |
| Excess From Current Year | $1,774 | 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 (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ACTIVE SOUTHERN WEST VIRGINIA | |||||
| 116 NORTH HERBER ST STE B | BECKLEY | WV | 25801 | HEALTH EDUCATION PROGRAMS ALL AGES | $7,000 |
| ALPINE HERITAGE PRESERVATION | |||||
| PO BOX 156 | DAVIS | WV | 26292 | RESTORE COTTILL'S OPERA HOUSE | $7,000 |
| APPALACHIAN EXPEDITIONS | |||||
| 262 8TH ST | DAVIS | WV | 26260 | ACCREDITATION FOR NATURE EXPLORATION | $4,215 |
| ARTHURDALE HERITAGE | |||||
| 18 Q RD | ARTHURDALE | WV | 26520 | RESTORE PILLARS AND CHIMNEY | $5,000 |
| ARTSBRIDGE | |||||
| 925 MARKET ST | PARKERSBURG | WV | 26101 | ARTS ENCOUNTER PROGRAM | $1,600 |
| AUDUBON VERMONT | |||||
| 255 SHERMAN HOLLOW RD | HUNTINGTON | VT | 05462 | CONSERVATION PROGRAM FOR TEENS | $1,500 |
| AURORA PROJECT | |||||
| 25208 GEORGE WASHINGTON H | AURORA | WV | 26705 | PUBLICITY FOR BARN DANCE FUNDRAISER | $1,605 |
| BLACKWATER MINISTERIAL ASSOCIATION | |||||
| 315 WILLIAM AVE | DAVIS | WV | 26260 | SUPPORT FOOD BANK | $7,000 |
| CANAAN VALLEY VOLUNTEER FIRE DEPT | |||||
| 6563 APPALACHIAN HWY | DAVIS | WV | 26260 | GENERAL SUPPORT | $5,000 |
| CENTER FOR AGRICULTURAL ECONOMY | |||||
| VT 15 140 JUNCTION RD | HARDWICK | VT | 05843 | GROWING AND PRESERVING WORKSHOPS | $5,000 |
| CHAMPLAIN VALLEY OFFICE OF EQUAL OP | |||||
| 255 S CHAMPLAIN ST | BURLINGTON | VT | 05401 | ONLINE ORDERING & DELIVERY FOR FOOD | $2,500 |
| CITY OF ST ALBANS | |||||
| 1499 MACCORKLE AVE | ST ALBANS | WV | 25177 | STORY WALK PROJECT | $3,000 |
| COMMON ROOTS | |||||
| 1100 DORSET ST | SOUTH BURLINGTON | VT | 05403 | GROWING ORGANIC FOOD SUPPORT | $3,000 |
| DAR-JAMES WOOD CHAPTER | |||||
| 514 MARKET ST | PARKERSBURG | WV | 26101 | PURCHASE MEMORIAL BENCH | $800 |
| ECHO LEAHY CENTER | |||||
| 1 COLLEGE ST | BURLINGTON | VT | 05401 | EARLY LEARNING CAREGIVER TRAINING | $3,000 |
| FIRST CONGREGATIONALIST CHURCH | |||||
| 1808 SCOTT HILL RD | BERLIN | VT | 05602 | RENOVATE COMMUNITY ROOM | $2,000 |
| FLORENCE CRITTENTION PROGRAM | |||||
| 2606 NATIONAL RD | WHEELING | WV | 26003 | ART THERAPY SUPPLIES FOR FAMILY SERV | $561 |
| FLYNN CENTER FOR THE PERFORMING ART | |||||
| 153 MAIN STREET | BURLINGTON | VT | 05401 | SUPPORT STUDENT MATINEES | $3,000 |
| FRIENDS OF MORRISVILLE LIBRARY | |||||
| 7 RICHMOND ST | MORRISVILLE | VT | 05661 | GENERAL SUPPORT | $1,000 |
| FRIENDS OF MOUNTWOOD PARK | |||||
| 1014 VOLCANO RD | WAVERLY | WV | 26184 | EXPAND VOLCANO WV MUSEUM | $5,000 |
| FRIENDS OF THE CHEAT | |||||
| 1343 PRESTON HWY | KINGWOOD | WV | 26537 | GENERAL SUPPORT | $2,000 |
| GOVERNOR'S INSTITUTES OF VERMONT | |||||
| 20 W CANAL ST | WINOOSKI | VT | 05404 | MENTAL AND SOCIAL SUPPORT FOR SUMMER | $2,500 |
| HEART OF THE HIGHLANDS | |||||
| PO BOX 274 | DAVIS | WV | 26260 | GENERAL SUPPORT | $2,000 |
| HIGH ROCKS EDUCATIONAL CORP | |||||
| HIGHWAY COUNTY 64 | HILLSBORO | WV | 24946 | SUMMER CAMP HEALTHY LIVING&WILLNES | $5,000 |
| HORIZONS CENTER FOR INDEPENDENT LIV | |||||
| 934 WILLIAMS ST | PARKERSBURG | WV | 26101 | WINDOW REPLACEMENT | $3,000 |
| HUMANE SOCIETY OF PARKERSBURG | |||||
| 530 29TH ST | PARKERSBURG | WV | 26101 | PUTTS FOR PAWS | $500 |
| INCLUSIVE ART VERMONT | |||||
| PO BOX 236 | ESSEX JUNCTION | VT | 05451 | PROGRAM FOR CHILDCARE PROVIDERS | $2,000 |
| LETS GROW KIDS | |||||
| 19 MARBLE AVE | BURLINGTON | VT | 05401 | TRANSITION TO ACT 76 CARE BILL | $5,000 |
| LUND FAMILY CENTER | |||||
| 50 JOY DR | SOUTH BURLINGTON | VT | 05403 | TOYS FOR CHILDREN IN RESIDENTIAL PRO | $2,000 |
| MAD RIVER SENIORS | |||||
| 5308 MAIN ST 20 | WAITSFIELD | VT | 05673 | RENOVATE MEETING SPACE | $2,000 |
| MID-OHIO VALLEY MULTICULTRAL CENTR | |||||
| PO BOX 2050 | PARKERSBURG | WV | 26102 | BUFFALO WABS & FLEX CREW PERFORMANCE | $4,700 |
| MIGRANT JUSTICE | |||||
| 179 S WINOOSKI AVE 202 | BURLINGTON | VT | 05401 | SUPPORT VERMONT ASYLUM-SEEKERS | $2,500 |
| MONTEPELIER ALIVE | |||||
| 39 MAIN ST | MONTPELIER | VT | 05602 | DOWNTOWN BEAUTIFICATION AFTER FLOOD | $3,000 |
| MTN LAUREL LEARNING COOPERATIVE | |||||
| PO BOX 304 | DAVIS | WV | 26260 | PRO. TRAINING & MONTESSORI MATERIAL | $8,446 |
| NEIGHBORS IN ACTION | |||||
| PO BOX 515 | LYNDONVILLE | VT | 05851 | DISTRIBUTE MONTHLY FOOD BASKETS | $3,000 |
| NORTH BRANCH NATURE CENTER | |||||
| 713 ELM STREET | MONTPELIER | VT | 05602 | OWL BANDING & AMPHIAN CONSERVATION | $1,000 |
| NORTH COUNTRY ANIMAL LEAGUE | |||||
| 3524 LAPORTE ROAD | MORRISVILLE | VT | 05661 | GENERAL SUPPORT | $1,500 |
| OLD OPERA HOUSE THEATRE | |||||
| 204 N GEORGE ST | CHARLES TOWN | WV | 25414 | EXPAND WIRELESS HEADSET SYSTEM | $3,000 |
| OTTER CREEK CHILD CARE CENTER | |||||
| 150 WEYBRIDGE ST | MIDDLEBURY | VT | 05753 | DRAMATIC PLAY FURNITURE AND EQUIP | $5,000 |
| PARKERSBURG ART CENTER | |||||
| 725 MARKET ST | PARKERSBURG | WV | 26101 | PUBLISH PROMOTIONAL MAGAZINE | $5,000 |
| 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 PROGRA | $2,500 |
| SHELBURNE FARMS | |||||
| 1611 HARBER ROAD | SHELBURNE | VT | 05482 | COACH BARN RESTORATION | $5,000 |
| SHELBURNE MUSEUM | |||||
| 6000 SHELBBURNE ROAD | SHELBURNE | VT | 05842 | BRONZE HORSES | $5,000 |
| SNOW SPORTS MUSEUM OF WEST VIRGINIA | |||||
| PO BOX 421 | DAVIS | WV | 26260 | SUPPORT NEW EXHIBIT | $2,000 |
| SOLARIS VOCAL ENSEMBLE | |||||
| 14 ASPEN DRIVE | ESSEX JUNCTION | VT | 05452 | FUND 2004 PERFORMANCES | $1,800 |
| SPRUCE PEAK PERFORMING ARTS | |||||
| 122 HOURGLASS DRIVE | STOWE | VT | 05672 | SCHOLARSHIPS FOR SUMMER CAMPS | $1,000 |
| ST FRANCIS XAVIER CHURCH | |||||
| 532 MARKET ST | PARKERSBURG | WV | 26101 | GENERAL SUPPORT | $5,000 |
| STEPS TO END DOMESTIC VIOLENCE | |||||
| PO BOX 1535 | BURLINGTON | VT | 05402 | LEGAL PROGRAM ASSISTANCE | $2,500 |
| STERN CENTER | |||||
| 183 TALCOTT RD 101 | WILLISTON | VT | 05495 | PROGRAM FOR ALT. COMM. STUDENTS | $4,696 |
| STOWE COMMUNITY CHURCH | |||||
| 137 MAIN ST | STOWE | VT | 05672 | STEEPLE PRESERVATION | $1,500 |
| STOWE LAND TRUST | |||||
| 6 SUNSET ST | STOWE | VT | 05672 | DESIGN UNIVERSAL ACCESS TRAIL | $4,850 |
| STOWE LAND TRUST | |||||
| 6 SUNSET ST | STOWE | VT | 05672 | ADAMS CAMP TRAIL CONSERVATION | $1,000 |
| STOWE MIDDLE SCHOOL | |||||
| 413 BARROWS RD | STOWE | VT | 05672 | SMS CHRISTMAS FUND | $1,000 |
| THE CURRENT | |||||
| 90 POND ST | STOWE | VT | 05672 | PROGRAMMING AND EXHIBITIONS | $3,000 |
| TUCKER COUNTY CONNECTIONS | |||||
| 1051 CORTLAND RD | DAVIS | WV | 26260 | EQUIPMENT AND SUPPLIES FOR ART CLASS | $2,000 |
| TUCKER COUNTY HIGH SCHOOL | |||||
| RT 1 BOX 153 | HAMBLETON | WV | 26269 | 2024 SCHOLARSHIP | $1,500 |
| TUCKER COUNTY HIGH SCHOOL | |||||
| RT 1 BOX 153 | HAMBLETON | WV | 26269 | 2023 COLLEGE SCHOLARSHIP SECOND YEAR | $1,500 |
| TUCKER COUNTY HIGH SCHOOL | |||||
| RT 1 BOX 153 | HAMBLETON | WV | 26269 | 2022 COLLEGE SCHOLARSHIP THIRD YEAR | $3,000 |
| VERMONT AFGHAN ALLIANCE | |||||
| 60 MAIN ST SUITE 102 | BURLINGTON | VT | 05401 | GENERAL SUPPORT | $1,000 |
| VERMONT ASSOCIATION FOR THE BLIND | |||||
| 60 KIBALL AVE | SOUTH BURLINGTON | VT | 05103 | EXPAND TECHNOLOGY TRAINING FOR BLIND | $2,000 |
| VERMONT HUMANITIES | |||||
| 11 LOOMIS STREET | MONTPELIER | VT | 05602 | VERMONT READS-STATEWUDE PROGRAM | $3,000 |
| VERMONT INTERFAITH ACTION | |||||
| 152 PEARL ST | BURLINGTON | VT | 05401 | DECLARATION OF INCLUSION PROGRAM | $1,000 |
| VERMONT SYMPHONY ORCHESTRA | |||||
| 2 CHURCH ST MEZZANINE | BURLINGTON | VT | 05401 | SUPPORT SYMPHONY KIDS 2025 | $5,000 |
| VERMONT WORKS FOR WOMEN | |||||
| 32 MALLETTS BAY AVE | WINOOSKI | VT | 05404 | SUPPORT ROSIE'S GIRLS CAREER PROGRAM | $4,000 |
| VOICES FOR CHILDREN -CASA | |||||
| 305 1/2 FOURTH ST SUITE 1 | PARKERSBURG | WV | 26101 | PURCHASE COMPUTERS | $2,500 |
| 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 | LOW COST SPAY AND NEUTER PROGRAM | $1,500 |
| WEST VIRGINIA DIVISION OF FORESTRY | |||||
| 7 PLAYERS CLUB DRIVE | CHARLESTON | WV | 25311 | ESTABLISH A CONSERVATION TRAILER | $4,000 |
| WV UNIVERSITY PARKERSBURG FOUNDATIO | |||||
| 300 CAMPUS DRIVE | PARKERSBURG | WV | 26104 | SUPPORT WVUP FOUNDATION OAKLAND FUND | $10,000 |
| YESTERMORROW | |||||
| 7865 MAIN STREET | WAITSFIELD | VT | 05673 | PURCHASE SPECIALIZED TOOLS | $6,000 |
| YOUNG WRITERS PROJECT | |||||
| 47 MAPLE STREET SUITE 126 | BURLINGTON | VT | 05401 | ARTS AND SPACE PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $232,773 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,478 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,345 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$3,699 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $411 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $153,234 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,699 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,535 | 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 | $6,150 | Amt |
| Disbursements Charitable Prps | $6,150 | 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 | $1,024,841 | EOYBookValueAmt |
| EOYFMV | $1,034,503 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UNITED BANK SECURITIES | StockNm |
| EOY Book Value | $1,387,796 | EOYBookValueAmt |
| EOYFMV | $3,739,766 | EOYFMVAmt |
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 |
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 (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INTERNET SERVICES | $497 | $497 |
| POSTAGE | $214 | $214 |
| POST OFFICE BOX RENT | $414 | $414 |
| SUPPLIES | $198 | $198 |
| TELEPHONE | $991 | $991 |
| PETTY CASH | $9 | $9 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $411 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $22,765 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $3,551 | BOYBookValueAmt |
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 | $30,471 | $30,471 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| WEST VIRGINIA ANNUAL REPORT | $25 | $25 | |
| FOREIGN TAX | $576 | $576 | |
| 990PF PAYMENTS | $1,671 |