OAKLAND FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OAKLAND FOUNDATION (EIN 55-0754353)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-20
- IRS object ID
- 202041119349100109
- Schema version
- 2019v5.0
- 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 | 2020-04-20T14:15:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAC LICHTERMAN CPA | PreparerPersonNm |
| PTIN | P00575378 | PTIN |
| Phone | 3044289711 | PhoneNum |
| Preparation | 2020-04-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.87.165.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-20 | IPDt |
| IP Tm | 14:15:27 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B15FA86485B741A8D9945F233A906DD98B7D2DBB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B15FA86485B741A8D9945F233A906DD98B7D2DBB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,580,337 | 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 | $1,555 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,555 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,555 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $119,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,923 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $119,923 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $141,650 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,018,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $141,650 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $962 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $962 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $962 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $264,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $264,090 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $122,440 | 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 | $2,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,970 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,652 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,887 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,765 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $230 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,167 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,895 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,895 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,797 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,753 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,753 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $262,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $244,973 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $122,440 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,017 | CashBOYAmt |
| Cash EOY | $11,092 | CashEOYAmt |
| Cash EOYFMV | $11,092 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $71,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,976 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,976 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $49,519 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $2,345,190 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,348,172 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,688,695 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $755,779 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $860,609 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $871,574 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,428 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,428 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,226,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,228,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,580,337 | 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 | $3,225,697 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,227,778 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,225,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,227,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,226,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,228,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,225,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,081 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,227,778 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,227,778 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 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 | $343,290 | $363,891 | -$20,601 | -$20,601 | ||
| 225 SHARES ISHARES TIPS BOND ETF | P | $26,144 | $24,677 | $1,467 | $1,467 | 2019-01-25 | 2019-11-06 |
| UNITED BANK LTCG - COVERED | P | $500,330 | $446,768 | $53,562 | $53,562 | ||
| 600 SHARES CHEVRON CORP | D | $68,067 | $1,246 | $66,821 | $66,821 | 1996-11-15 | 2019-01-25 |
| 400 SHARES EXXON MOBIL CORP | D | $28,665 | $97 | $28,568 | $28,568 | 1996-11-15 | 2019-01-25 |
| 137 SHARES ISHARES TIPS BONDS ETF | P | $41,482 | $40,265 | $1,217 | $1,217 | 2018-03-02 | 2019-11-06 |
| 50 SHARES CHEVRON | D | $5,898 | $104 | $5,794 | $5,794 | 1996-11-15 | 2019-12-10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $141,650 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$19,134 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $217,898 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,316,982 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050475 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $214,043 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,962,255 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054021 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $206,885 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,183,076 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049458 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $203,351 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,094,678 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049662 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $202,644 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,292,819 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047205 | DistributionYr5Rt |
| Total Distribution | 0.250821 | TotalDistributionRt |
| Average Distribution | 0.050164 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,386,449 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $220,042 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,450 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $222,492 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $232,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,450 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,450 | SubtotalAmt |
| Tax Based On Investment Income | $2,450 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,710 | OverpaymentAmt |
| Applied To ES Tax | $3,710 | 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 | $4,383,165 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,083 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,453,248 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,453,248 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,386,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,450 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,450 | TotalTaxAmt |
| Distributable Before Adj | $216,872 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $216,872 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $216,872 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,550 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $232,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,450 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $230,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,872 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,186 | UndistributedIncomePYAmt |
| Qualifying Distributions | $232,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,186 | AppliedToYear1Amt |
| Applied To Current Year | $216,872 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,492 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,492 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $14,492 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $14,492 | 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 (63 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 |
|---|---|---|---|---|---|---|---|---|
| ALPINE HERITAGE PRESERVATION | ||||||||
| PO BOX 156 | THOMAS | WV | 26292 | PC | COTTRILL HOUSE PRESERVATION | $2,000 | ||
| ALTZHEIMERS ASSOCIATION | ||||||||
| 300 CORNERSTONE DRIVE | WILLISTON | VT | 05495 | PC | SUPPORT WALK TO END ALZHEIMERS | $1,000 | ||
| ARTHURDALE HERITAGE | ||||||||
| 18 Q RD | ARTHURSDALE | WV | 26520 | PC | GOLF CART FOR ELDERLY VISITORS | $2,000 | ||
| ARTSPRING | ||||||||
| 264 EAST AVENUE | THOMAS | WV | 26292 | PC | FUND AMERICORP MEMBER | $5,000 | PO BOX 156 | |
| AUDUBON VERMONT | ||||||||
| 255 SHERMAN HOLLOW RD | HUNTINGTON | VT | 05462 | PC | PROGRAM MIDDLE SCHOOL ENGLISH LEARNE | $1,000 | ||
| AURORA PROJECT | ||||||||
| PO BOX 14 | AURORA | WV | 26705 | PC | PUBLICITY FOR BARN DANCE FUND RAISER | $2,145 | ||
| BLACKWATER MINISTERIAL ASSOCIATION | ||||||||
| 737 WILLIAM AVENUE | DAVIS | WV | 26260 | PC | SUPPORT FOOD BANK | $7,000 | ||
| BOYS AND GIRLS CLUB OF BURLINGTON | ||||||||
| 62 OAK STREET | BURLINGTON | VT | 05401 | PC | REPLACE BROKEN FLOOR TILES | $2,000 | ||
| BOYS AND GIRLS CLUB OF PARKERSBURG | ||||||||
| 1200 MARY ST | PARKERSBURG | WV | 26101 | PC | RENOVATE CLUB SPACE FOR TEENS | $4,000 | ||
| BOYS AND GIRLS CLUB PLEASANTS CNTY | ||||||||
| 605 CHERRY ST 101 | ST MARYS | WV | 26170 | PC | DEVELOP COMMUNITY GARDEN | $1,500 | ||
| CAMP THORPE | ||||||||
| 680 CAPEN HILL RD | GOSHEN | VT | 05733 | PC | UPGRADE FURNITURE AND EQUIPMENTS | $1,000 | ||
| CANAAN VALLEY VOL FIRE DEPT | ||||||||
| 6563 APPALACHIAN HIGHWAY | DAVIS | WV | 26260 | PC | GENERAL SUPPORT | $2,000 | ||
| CHALLENGED ATHLETES OF W VIRGINIA | ||||||||
| PO BOX 795 | DAVIS | WV | 26260 | PC | PURCHASE MONOSKI | $5,919 | ||
| CHAMPLAIN VALLEY OFFICE OF ECONOMIC | ||||||||
| 255 SHAMPLAIN STREET | BURLINGTON | VT | 05102 | PC | SUPPORT NEW AMERICANS PROJECT | $1,500 | OPPORTUNITY | |
| CHILDREN'S ADVOCACY CENTER | ||||||||
| 36 EASTERN AVE 4 | ST JOHNSBURY | VT | 05819 | PC | VIDEO CAMERAS TO RECORD CHILD VICTIM | $2,000 | ||
| CHILDREN'S LITERACY FOUNDATION | ||||||||
| 1536 LOOMIS HILL ROAD | WATERBURY | VT | 05677 | PC | SUPPORT 4 PUBLIC READING EVENTS | $1,000 | ||
| COLONY HISTORICAL THEATRE | ||||||||
| 224 PUTNAM ST | MARIETTA | OH | 45750 | PC | FUND SINGER/SONGWRITER WORKSHOP | $3,600 | ||
| COMMON ROOTS | ||||||||
| 1100 DORSET STREET | SOUTH BURLINGTON | VT | 05407 | PC | EXPAND GARDEN GROWING AREA | $1,000 | ||
| COMMUNITY HEALTH CENTERS OF BURLING | ||||||||
| 617 RIVERSIDE AVE | BURLINGTON | VT | 05401 | PC | INTERPRETER SVC FOR NON-ENGLISH SPEA | $1,500 | ||
| CONTEMPORARY AMERICAN THEATER | ||||||||
| 92 W CAMPUS DR | SHEPHERDSTOWN | WV | 25443 | PC | CLOSED CAPTIONING FOR HEARING IMPAIR | $4,000 | ||
| ETHAN ALLEN HOMESTEAD | ||||||||
| 1 ETHAN ALLEN HOMESTEAD | BURLINGTON | VT | 05408 | PC | CREATE FILM ON ETHAN ALLEN | $1,000 | ||
| FAITH IN ACTION | ||||||||
| 3339 MAIN STREET | CABOT | VT | 05647 | PC | SUPPORT LYNDONVILLE FOOD SHELF | $3,500 | ||
| FLYNN CENTER FOR PERFORMING ARTS | ||||||||
| 153 MAIN ST | BURLINGTON | VT | 05401 | PC | WORKSHOP FOR LOW INCOME SCHOOLS | $3,500 | ||
| FOLSOM VOLUNTEER FIRE DEPARTMENT | ||||||||
| RR1 BOX 72 | FOLSOM | WV | 26348 | PC | PURCHASE MEDICATION VAULTS | $5,389 | ||
| FRIENDS OF THE CHARLOTTE LIBRARY | ||||||||
| 115 FERRY RD | CHARLOTTE | VT | 05445 | PC | FURNISH NEW JUVENILE READING AREA | $2,000 | ||
| FRIENDS OF THE CHEAT | ||||||||
| 1343 N PRESTON HWY | KINGWOOD | WV | 26537 | PC | PURCHASE VEHICLE | $5,000 | ||
| FRIENDS OF SPRING HILL CEMETARY | ||||||||
| 1555 FARNSWORTH DR | CHARLESTON | WV | 25301 | PC | SUPPORT PUBLIC REENACTMENTS | $1,700 | ||
| HELEN DAY ART CENTER | ||||||||
| 90 POND STREET | STOWE | VT | 05672 | PC | SUPPORT FALL EXHIBITIONS | $3,500 | ||
| HIGH ROCKS EDUCATIONAL CORPORATION | ||||||||
| HIGHWAY COUNTY 64 | HILLSBORO | WV | 24946 | PC | SUMMER CAMP HEALTHY LIVING & WELLNES | $5,000 | ||
| MID-OHIO VALLEY MULTI CULTURAL CENT | ||||||||
| PO BOX 2050 | PARKERSBURG | WV | 26102 | PC | SPONSOR EL CORZON DE MEXICO ET AL | $3,000 | ||
| MTN LAUREL LEARNING COOPERATIVE | ||||||||
| P O BOX 304 | DAVIS | WV | 26260 | PC | GENERAL SUPPORT | $6,000 | ||
| NATURE CONSERVANCY VERMONT | ||||||||
| 575 STONE CUTTERS WAY | MONTPELIER | VT | 05602 | PC | PROTECT SHUTESVILLE WILDLIFE CORRIDO | $1,000 | ||
| NATURE CONSERVANCY WEST VIRGINIA | ||||||||
| P O BOX 1432 | MCMURRAY | PA | 15317 | PC | SUPPORT WORKING WOODLANDS PROGRAM | $2,000 | ||
| NEW COMMUNITY PROJECT | ||||||||
| 575 RUBY BRACE RD | STARKSBORO | VT | 05487 | PC | DEVELOP NEW ORGANINC GARDENS | $1,500 | ||
| NEW YORK CITY BALLET | ||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $1,000 | ||
| NORTH COUNTRY ANIMAL LEAGUE | ||||||||
| 3524 LAPORTE ROAD | MORRISVILLE | VT | 05661 | PC | GENERAL SUPPORT | $1,500 | ||
| NORWICH UNIVERSITY | ||||||||
| 158 HARMON DR | NORTHFIELD | VT | 05663 | PC | COMMUNITY PARTNERSHIP PUBLIC TRANSPO | $5,000 | ||
| OIL AND GAS MUSEUM | ||||||||
| 119 3RD ST | PARKERSBURG | WV | 26101 | PC | REPLACE HENDERSON HALL OUTBUILDINGS | $5,000 | ||
| PLANNED PARENTHOOD OF NORTHERN NEW | ||||||||
| 784 HERCULES DR | COLCHESTER | VT | 05446 | PC | HYDE PARK SLIDING SCALE FEE PROJECT | $5,000 | ENGLAND | |
| POTOMAC HIGHLANDS FOOD & FARM INITI | ||||||||
| 737 WILLIAM AVE 3 | DAVID | WV | 26260 | PC | PURCHASE COOLER | $6,000 | ||
| SHELBURNE MUSEUM | ||||||||
| 6000 SHELBURNE ROAD | SHELBURNE | VT | 05482 | PC | SUPPORT EYESIGHT &INSIGHT EXHIBITION | $6,000 | ||
| SHELBOURNE FARMS | ||||||||
| 1611 HARBOR ROAD | SHELBOURNE | VT | 05482 | PC | SUPPORT BREEDING BARN RESTORATION | $5,000 | ||
| 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 | ||
| 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 | PROTECT BOWNSVILLE FOREST | $1,000 | ||
| TUCKER COUNTY HIGH SCHOOL | ||||||||
| RT1 BOX 153 | HAMBLETON | WV | 26269 | GOV | 2018, 2017, 2015 COLLEGE SCHOLARSHIP | $4,500 | ||
| TRUST FOR PUBLIC LAND | ||||||||
| 3 SHIPMAN PL | MONTPELIER | VT | 05602 | PC | PROTECT HUNTINGTON COMMUNITY FOREST | $2,500 | ||
| VERMONT ASSOCIATION FOR THE BLIND | ||||||||
| 60 KIMBALL AVE | SOUTH BURLINGTON | VT | 05103 | PC | TECHNOLOGY TRAINING | $2,000 | ||
| VERMONT CENTER FOR ECOSTUDIES | ||||||||
| 20 PALMER CT | WHITE RIVER JUNCTION | VT | 05001 | PC | MT. MANSFIELD STUDY OF MONTANE BIRDS | $3,000 | ||
| VERMONT FOOD BANK | ||||||||
| 33 PARKER RD | BARRE | VT | 05641 | PC | PROMOTE HEALTHY FOOD IN SCHOOL | $2,000 | ||
| VERMONT WORKS FOR WOMEN | ||||||||
| 32A MALLETTS BAY AVE | WINOOSKI | VT | 05404 | PC | SUPPORT SUMMER CAMP FOR LOW INCOME | $4,000 | ||
| VERMONT STUDIO CENTER | ||||||||
| 80 PEARL STREET | JOHNSON | VT | 05656 | PC | SUPPORT VERMONT ARTISTS WEEK | $2,000 | ||
| VERMONT YOUTH CONSERVATION CORPS | ||||||||
| 1949 E MAIN ST | RICHMOND | VT | 05477 | PC | FARM & FOOD CREW FOR LOW INCOME YOUT | $3,000 | ||
| VETERANS MUSEUM OF THE MID-OHIO VAL | ||||||||
| 1829 7TH ST | PARKERSBURG | WV | 26101 | PC | GENERAL SUPPORT | $2,000 | ||
| VOICES FOR CHILDREN | ||||||||
| 914 MARKET ST 304 | PARKERSBURG | WV | 26101 | PC | TRAIN COURT APPOINTED CASA VOLUNTEER | $4,000 | ||
| WELFARE OF ANIMALS GROUP | ||||||||
| 1011 CREST VIEW DRIVE | CRESTON | WV | 26141 | PC | LOW FUND SPAY & NEUTER PROGRAM | $3,000 | ||
| WEST VIRGINIA ENVIROTHON | ||||||||
| 742 AIRPORT RD | SUTTON | WV | 26601 | PC | SUPPORT WV ENVIROTHON COMPETITION | $2,500 | ||
| WEST VIRGINIA LAND TRUST | ||||||||
| PO BOX 304 | MORGANTOWN | WV | 26507 | PC | PROTECT PRESTON CNTY RECREATION AREA | $5,000 | ||
| WEST VIRGINIA SNOW SPORTS MUSEUM | ||||||||
| PO BOX 421 | DAVIS | WV | 26260 | PC | GENERAL SUPPORT | $3,000 | ||
| WVU AT PARKERSBURG FOUNDATION | ||||||||
| 300 CAMPUS DR | PARKERSBURG | WV | 26104 | PC | SUPPORT WVUP FOUNDATION OAKLAND FUND | $10,000 | ||
| WONDERARTS VERMONT | ||||||||
| 165 E CRAFTSBURY RD | GREENSBORO | VT | 05841 | PC | CREATE TRAILS & PROGRAMS FOR GREENSP | $1,000 | ||
| WOOD COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 565 | PARKERSBURG | WV | 26102 | PC | GENERAL SUPPORT | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,753 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,555 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,923 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $141,650 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION SETTLEMENT | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $962 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $264,090 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $264,090 | 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 | $2,970 | Amt |
| Disbursements Charitable Prps | $2,970 | 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 | $712,275 | $714,070 |
| UNITED BANK MISC. - SEE ATTACHED | $148,334 | $157,504 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UNITED BANK EQUITIES - SEE ATTACHED | $548,035 | $1,739,975 |
| UNITED BANK MUTUAL FDS-SEE ATTACHED | $1,800,137 | $1,948,720 |
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 | ||
| POST OFFICE BOX RENT | $226 | $226 |
| POSTAGE | $205 | $205 |
| OFFICE SUPPLIES & EQUIPMENT | $1,610 | $1,610 |
| TELEPHONE | $509 | $509 |
| INTERNET | $345 | $345 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $962 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $962 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $962 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES-UNITED BANK | CategoryTxt |
| Amt | $17,652 | Amt |
| Net Investment Income | $15,887 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,765 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL 990 TAX PMTS | $10,342 | ||
| PAYROLL TAXES | $2,371 | $230 | $2,141 |
| WV ANNUAL REPORT | $26 | $26 |