OAKLAND FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OAKLAND FOUNDATION (EIN 55-0754353)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202141379349100604
- Schema version
- 2020v4.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T08:51:53-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311624928 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TENNEY & ASSOCIATES LLC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 ROSEMAR RD SUITE B | AddressLine1Txt |
| City | PARKERSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 261058287 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | KATHERINE L COPPOCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8022538492 | PhoneNum |
| Signature | 2021-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA L HALLER CPA | PreparerPersonNm |
| PTIN | P00099010 | PTIN |
| Phone | 3044289711 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,788,399 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $192 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $192 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $192 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $116,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,249 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $116,249 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $401,573 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $857 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $857 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $857 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $116,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,298 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $117,298 | TotalAdjNetIncmAmt |
| 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 |
| Accounting Fees Rev And Expnss | $3,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,120 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,018 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,116 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,902 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $533 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,167 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,954 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,954 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,649 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,143 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $242,802 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,649 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $222,153 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$126,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,649 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $117,298 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,092 | CashBOYAmt |
| Cash EOY | $2,885 | CashEOYAmt |
| Cash EOYFMV | $2,885 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,976 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,332 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,332 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $11,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $11,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $11,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,348,172 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,300,520 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,955,269 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $860,609 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $655,643 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $686,913 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,428 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,428 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,228,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,102,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,788,399 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,071 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,071 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,071 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,071 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,227,778 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,101,309 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,227,778 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,101,309 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,228,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,102,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,227,778 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$126,469 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,101,309 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,101,309 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| UNITED BANK STCG - COVERED | P | $2,914 | $2,921 | -$7 | -$7 | ||
| UNITED BANK LTCG - COVERED | P | $230,838 | $248,317 | -$17,479 | -$17,479 | ||
| AMGEN INC CORPORATE BOND | P | $50,453 | $49,593 | $860 | $860 | 2011-03-09 | 2020-03-23 |
| 25 SHS CHEVRON CORPORATION | D | $1,930 | $52 | $1,878 | $1,878 | 1996-12-13 | 2020-03-13 |
| JPMORGAN CHASE & CO GLOBAL MKT | P | $50,000 | $50,000 | 2011-03-09 | 2020-07-22 | ||
| AMERICAN EXPRESS CD | P | $50,000 | $51,655 | -$1,655 | -$1,655 | 2016-08-09 | 2020-11-25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$965 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,343 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,343 | SubtotalAmt |
| Tax Based On Investment Income | $1,343 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,710 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,710 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,367 | OverpaymentAmt |
| Applied To ES Tax | $2,367 | 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 | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VT | 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 | KATHERINE 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 |
|---|---|---|---|---|---|---|---|---|
| KATHERINE L COPPOCK | ||||||||
| 808 BARROWS RD | STOWE | VT | 05672 | PRESIDENT | 12.00 | $14,000 | $0 | $0 |
| JOHN S 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 | $4,396,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,508,833 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,508,833 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,632 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,441,201 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $222,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $222,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,343 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,343 | TotalTaxAmt |
| Distributable Before Adj | $220,717 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $220,717 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $220,717 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $222,153 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $222,153 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $222,153 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $220,717 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $14,492 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,492 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $222,153 | QualifyingDistributionsAmt |
| Applied To Current Year | $220,717 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,436 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,928 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $15,928 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $14,492 | ExcessFromYear1Amt |
| Excess From Current Year | $1,436 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHERINE COPPOCK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 8022534550 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED GUIDELINES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED GUIDELINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED GUIDELINES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BIG HEAVY WORLD | ||||||||
| 4 HOWARD ST A8 | BURLINGTON | VT | 05401 | PC | STREAM & BROADCAST MUSICAL PROGRAMS | $2,000 | ||
| BLACKWATER MINISTERIAL ASSOCIATION | ||||||||
| 737 WILLIAM AVENUE | DAVIS | WV | 26260 | PC | SUPPORT FOOD BANK | $3,000 | ||
| BOYS AND GIRLS CLUB OF BURLINGTON | ||||||||
| 62 OAK STREET | BURLINGTON | VT | 05401 | PC | IMPROVEMENTS TO PARKING LOTS | $3,000 | ||
| CANAAN VALLEY VOL FIRE DEPT | ||||||||
| 6563 APPALACHIAN HIGHWAY | DAVIS | WV | 26260 | PC | GENERAL SUPPORT & PPE CLEANING PROJ | $8,290 | ||
| CAPSTONE COMMUNITY ACTION | ||||||||
| 20 GABLE PLACE | BARRE | VT | 05641 | PC | FUEL AND FOOD ASSISTANCE | $3,000 | ||
| CASA OF MONONGALIA & PRESTON COUNT | ||||||||
| 2 WATERFRONT PLACE | MORGANTOWN | WV | 26501 | PC | ACTIVITY KITS FOR VOLUNTEER ADVOCATE | $3,000 | SUITE 1205 | |
| CHALLENGED ATHLETES OF W VIRGINIA | ||||||||
| PO BOX 795 | DAVIS | WV | 26260 | PC | PURCHASE MONOSKI | $4,210 | ||
| COMMON ROOTS | ||||||||
| 1100 DORSET STREET | SOUTH BURLINGTON | VT | 05407 | PC | SUPPORT FARM FOOD SHELF | $2,000 | ||
| COPLEY HOSPITAL FOUNDATION | ||||||||
| 5285 WASHINGTON HIGHWAY | MORRISVILLE | VT | 05661 | PC | GENERAL SUPPORT | $500 | ||
| DREAM BIG MUSIC | ||||||||
| PO BOX 124 | WELLSBURG | WV | 26070 | PC | MUSIC FIRST SOFTWARE FOR PROGRAMS | $3,000 | ||
| ESSEX CHIPS | ||||||||
| 2 LINCOLN STREET | ESSEX JUNCTION | VT | 05452 | PC | TEENLINE TO CONNECT TEENS TO SERVICE | $2,500 | ||
| FAITH IN ACTION | ||||||||
| 3339 MAIN STREET | CABOT | VT | 05647 | PC | FREE MONTHLY FOOD DISTRIBUTION | $3,000 | ||
| FRIENDS OF THE CHEAT | ||||||||
| 1343 N PRESTON HWY | KINGWOOD | WV | 26537 | PC | GENERAL SUPPORT | $2,500 | ||
| FRIENDS OF SPRING HILL CEMETARY | ||||||||
| 1555 FARNSWORTH DR | CHARLESTON | WV | 25301 | PC | CREATE TREE IDENTIFICATION WEBSITE | $2,000 | ||
| FRIENDS OF STOWE VIBRANCY | ||||||||
| PO BOX 482 | STOWE | VT | 05672 | PC | STOWE COVID 19 RELIEF FUND | $2,000 | ||
| GREEN MOUNTAIN FARM TO SCHOOL | ||||||||
| 115 SECOND STREET | NEWPORT | VT | 05855 | PC | SUPPORT FREE SUMMER MEAL PROGRAM | $2,000 | ||
| GLOBAL CAMPUSES | ||||||||
| PO BOX 732 | WILLISTON | VT | 05495 | PC | CREATE NEW WEBSITE | $1,500 | ||
| HELEN DAY ART CENTER | ||||||||
| 90 POND STREET | STOWE | VT | 05672 | PC | SUPPORT NEW CERAMICS CENTER | $3,500 | ||
| HIGH ROCKS EDUCATIONAL CORPORATION | ||||||||
| HIGHWAY COUNTY 64 | HILLSBORO | WV | 24946 | PC | SUMMER CAMP HEALTHY LIVING & WELLNES | $2,000 | ||
| HOWARD CENTER | ||||||||
| 208 FLYNN AVENUE SUITE 3J | BURLINGTON | VT | 05401 | PC | EQUIPMENT FOR TELEHEALTH SERVICES | $3,000 | ||
| INCLUSIVE ARTS | ||||||||
| 21 CARMICHAEL STREET 206 | ESSEX JUNCTION | VT | 05452 | PC | ARTS PROGRAMS FOR CHILDCARE PROGRAMS | $1,000 | ||
| INTERACT CHILDREN'S MUSEUM | ||||||||
| PO BOX 1481 | ELKINS | WV | 26241 | PC | MOBILE EXHIBITS FOR SCHOOLS | $5,000 | ||
| MTN LAUREL LEARNING COOPERATIVE | ||||||||
| P O BOX 304 | DAVIS | WV | 26260 | PC | GENERAL SUPPORT & 8TH GRADE CURRICUL | $10,000 | ||
| NATURE CONSERVANCY VERMONT | ||||||||
| 575 STONE CUTTERS WAY | MONTPELIER | VT | 05602 | PC | EXPAND ALBURG DUNES STATE PARK | $3,000 | ||
| NATURE CONSERVANCY WEST VIRGINIA | ||||||||
| P O BOX 1432 | MCMURRAY | PA | 15317 | PC | SUPPORT WORKING WOODLANDS PROGRAM | $4,000 | ||
| NEW YORK CITY BALLET | ||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $1,000 | ||
| NORTH BRANCH NATURE CENTER | ||||||||
| 713 ELM STREET | MONTPELIER | VT | 05602 | PC | BREEDING STUDY AND OWL BANDING | $2,500 | ||
| NORTH COUNTRY ANIMAL LEAGUE | ||||||||
| 3524 LAPORTE ROAD | MORRISVILLE | VT | 05661 | PC | GENERAL SUPPORT | $1,500 | ||
| OIL AND GAS MUSEUM | ||||||||
| 119 3RD ST | PARKERSBURG | WV | 26101 | PC | HANDICAP BATHROOM & RESTORE WINDOWS | $10,000 | ||
| PLANNED PARENTHOOD OF NORTHERN NEW | ||||||||
| 784 HERCULES DR | COLCHESTER | VT | 05446 | PC | HYDE PARK SLIDING SCALE FEE PROJECT | $5,000 | ENGLAND | |
| RESOURCE | ||||||||
| 329 HARVEST LANE 200 | WILLISTON | VT | 05495 | PC | WORKFORCE TRAINING PROGRAM | $2,000 | ||
| RIVER CITIES SYMPHONY ORCHESTRA | ||||||||
| PO BOX 477 | PARKERSBURG | WV | 26102 | PC | VIRTUAL CONCERTS & MUSICIAN SUPPORT | $5,000 | ||
| SALVATION FARMS | ||||||||
| 49 PORTLAND STREET | MORRISTOWN | VT | 05661 | PC | LAMOILLE COUNTY GLEANING FOOD PROG | $4,000 | ||
| SHELBURNE MUSEUM | ||||||||
| 6000 SHELBURNE ROAD | SHELBURNE | VT | 05482 | PC | SUPPORTNEW ENGLAND NOW: PEOPLE EXHIB | $5,000 | ||
| SHELBOURNE FARMS | ||||||||
| 1611 HARBOR ROAD | SHELBOURNE | VT | 05482 | PC | SCHOLARSHIPS FOR EDUCATORS | $5,000 | ||
| SNOW SPORTS MUSEUM OF WV | ||||||||
| PO BOX 421 | DAVIS | WV | 26260 | PC | MASK WEARING POSTER & DISPLAY CASES | $3,500 | ||
| SOUTH BRANCH CIVIL WAR SOCIETY | ||||||||
| 964 FROSTY HOLLOW ROAD | FISHER | WV | 26818 | PC | GENERAL SUPPORT | $1,000 | ||
| SPECTRUM YOUTH & FAMILY SERVICES | ||||||||
| 31 ELMWOOD AVENUE | BURLINGTON | VT | 05401 | PC | COMMUNITY SVCS-MULTICULTURAL YOUTH | $2,500 | ||
| SPRUCE PEAK PERFORMING ARTS | ||||||||
| 122 HOURGLASS DRIVE | STOWE | VT | 05672 | PC | SUMMER CAMP SCHOLARSHIPS | $1,000 | ||
| STEPS TO END DOMESTIC VIOLENCE | ||||||||
| 294 NORTH WINOOSKI AVENUE | BURLINGTON | VT | 05401 | PC | POST COVID 19 FLIGHT PROGRAM | $2,500 | SUITE 214-A | |
| ST FRANCIS XAVIER CHURCH | ||||||||
| 532 MARKET STREET | PARKERSBURG | WV | 26101 | PC | GENERAL SUPPORT | $6,000 | ||
| STOWE LAND TRUST | ||||||||
| 6 SUNSET STREET | STOWE | VT | 05672 | PC | SIGNAGE FOR DUMONT MEADOW | $1,500 | ||
| SW RESOURCES | ||||||||
| 1007 MARY STREET | PARKERSBURG | WV | 26101 | PC | EQUIPMENT FOR COOKING TRAINING | $1,510 | ||
| TUCKER COUNTY HIGH SCHOOL | ||||||||
| RT1 BOX 153 | HAMBLETON | WV | 26269 | GOV | '18 '17 '19 '20 COLLEGE SCHOLARSHIP | $6,000 | ||
| TRUST FOR PUBLIC LAND | ||||||||
| 3 SHIPMAN PL | MONTPELIER | VT | 05602 | PC | ADD LINCOLN PEAK TO GREEN MTN FOREST | $3,000 | ||
| UVM MEDICAL CENTER FOUNDATION | ||||||||
| 89 BEAUMONT AVENUE | BURLINGTON | VT | 05401 | PC | GENERAL SUPPORT | $1,000 | ||
| VERMONT ASSOCIATION FOR THE BLIND | ||||||||
| 60 KIMBALL AVE | SOUTH BURLINGTON | VT | 05103 | PC | TECHNOLOGY TRAINING | $1,500 | ||
| VERMONT CENTER FOR ECOSTUDIES | ||||||||
| 20 PALMER CT | WHITE RIVER JUNCTION | VT | 05001 | PC | MT. MANSFIELD STUDY OF MONTANE BIRDS | $3,000 | ||
| VERMONT ENERGY EDUCATION | ||||||||
| 79 RIVER STREET | MONTPELIER | VT | 05602 | PC | STEM EDUCATION ON ENVIRONMENTAL | $2,500 | ||
| VERMONT FAMILY NETWORK | ||||||||
| 600 BLAIR PARK ROAD | WILLISTON | VT | 05495 | PC | PUPPETS IN EDUCATION ANXIETY PROGRAM | $2,000 | SUITE 240 | |
| VERMONT FOOD BANK | ||||||||
| 33 PARKER RD | BARRE | VT | 05641 | PC | PROMOTE HEALTHY FOOD IN SCHOOL | $3,000 | ||
| VERMONT FOLKLIFE CENTER | ||||||||
| 88 MAIN STREET | MIDDLEBURY | VT | 05753 | PC | SUPPORT "LISTENING IN PLACE" PROGRAM | $1,500 | ||
| VERMONT HISTORICAL SOCIETY | ||||||||
| 60 WASHINGTON ST SUITE 1 | BARRE | VT | 05641 | PC | WORKSHOP FOR EMPLOYEES & VOLUNTEERS | $1,000 | ||
| VERMONT YOUTH CONSERVATION CORPS | ||||||||
| 1949 E MAIN ST | RICHMOND | VT | 05477 | PC | NORTHEAST KINGDOM FOOD SECURITY PROG | $3,000 | ||
| WARD HOLLOW WILDLIFE HABITAT | ||||||||
| DOW TECHNOLOGY PARK | SOUTH CHARLESTON | WV | 25303 | PC | TRAINING AND SCHOOL FIELD TRIPS | $3,000 | ||
| WARM THE CHILDREN | ||||||||
| PO BOX 345 | PARSONS | WV | 26287 | PC | WINTER CLOTHING FOR NEEDY CHILDREN | $2,000 | ||
| WELFARE FOR ANIMALS GROUP | ||||||||
| 1011 CREST VIEW DRIVE | CRESTON | WV | 26141 | PC | LOW FUND SPAY & NEUTER PROGRAM | $1,000 | ||
| WVU AT PARKERSBURG FOUNDATION | ||||||||
| 300 CAMPUS DR | PARKERSBURG | WV | 26104 | PC | SUPPORT WVUP FOUNDATION OAKLAND FUND | $10,000 | ||
| YOUNG WRITERS PROJECT | ||||||||
| 47 MAPLE STREET SUITE 216 | BURLINGTON | VT | 05401 | PC | TEEN JOURNALISM ON SOCIAL TOPICS | $2,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,010 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,249 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$965 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $857 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $116,333 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,333 | TotalIncomeProducingActyAmt |
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 | TAX SERVICES | CategoryTxt |
| Amt | $3,120 | Amt |
| Disbursements Charitable Prps | $3,120 | 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 |
| DELL COMPUTER | 2002-01-02 | $2,382 | $2,382 | 200DB | 5.0000 |
| STAPLES PRINTER | 2002-11-09 | $230 | $230 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 1997-12-31 | $8,645 | $8,645 | 200DB | 5.0000 |
| LAPTOP | 2006-02-03 | $2,530 | $2,530 | 200DB | 5.0000 |
| DELL COMPUTER | 2007-12-28 | $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 ATTACHED | $507,309 | $515,504 |
| UNITED BANK MISC. - SEE ATTACHED | $148,334 | $171,409 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UNITED BANK EQUITIES - SEE ATTACHED | $515,949 | $1,828,759 |
| UNITED BANK MUTUAL FDS-SEE ATTACHED | $1,784,571 | $2,126,510 |
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 | ||
| POST OFFICE BOX RENT | $254 | $254 |
| POSTAGE | $86 | $86 |
| OFFICE SUPPLIES & EQUIPMENT | $432 | $432 |
| TELEPHONE | $553 | $553 |
| INTERNET | $595 | $595 |
| MISCELLANEOUS EXPENSE | $34 | $34 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $857 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $857 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $857 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES-UNITED BANK | CategoryTxt |
| Amt | $19,018 | Amt |
| Net Investment Income | $17,116 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,902 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,371 | $230 | $2,141 |
| WV ANNUAL REPORT | $26 | $26 | |
| FOREIGN TAXES | $303 | $303 |