OAKLAND FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OAKLAND FOUNDATION (EIN 55-0754353)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349100640
- Schema version
- 2018v3.1
- 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 Govt Obligations Sch
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T08:07:42-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-29 | 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 | 2019-05-13 | 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 | 2019-05-13 | IPDt |
| IP Tm | 08:07:42 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,097,299 | 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 | $1,051 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,051 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,051 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $134,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $134,134 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $134,134 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $491,320 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,059,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $491,320 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $626,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $626,505 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $135,185 | 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 | $2,915 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,915 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,672 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,836 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,836 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $230 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,168 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,710 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,066 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,629 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,413 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,413 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,108 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,066 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $224,042 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $390,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $614,439 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $135,185 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,569 | CashBOYAmt |
| Cash EOY | $5,017 | CashEOYAmt |
| Cash EOYFMV | $5,017 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $66,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,263 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,263 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $49,445 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $49,519 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $49,126 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,842,099 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,345,190 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,236,894 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $867,295 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $755,779 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $734,999 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,428 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,428 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,836,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,226,768 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,097,299 | 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 SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,835,300 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,225,697 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,835,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,225,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,836,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,226,768 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,835,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $390,397 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,225,697 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,225,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UNITED BANK STCG - SEE ATTACHED | P | $5,556 | $5,664 | -$108 | -$108 |
| UNITED BANK LTCG - SEE ATTACHED | P | $1,050,678 | $562,915 | $487,763 | $487,763 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $491,320 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $214,043 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,962,255 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054021 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $206,885 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,183,076 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049458 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $203,351 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,094,678 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049662 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $202,644 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,292,819 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047205 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $196,630 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,142,707 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047464 | DistributionYr5Rt |
| Total Distribution | 0.247810 | TotalDistributionRt |
| Average Distribution | 0.049562 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,316,982 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $213,958 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,144 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $220,102 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $224,042 | 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 | $6,144 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,144 | SubtotalAmt |
| Tax Based On Investment Income | $6,144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,962 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,962 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,182 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | 16.00 | $14,000 | $0 | $0 |
| JOHN S LUTZ | ||||||||
| 1109 7TH STREET | PARKERSBURG | WV | 26101 | VICE-PRES | 10.00 | $10,000 | $0 | $0 |
| ATHEY LUTZ | ||||||||
| 1048 CORTLAND RD | DAVIS | WV | 26260 | SECRETARY | 8.00 | $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 | $4,316,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,382,723 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,382,723 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,316,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,849 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,849 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,144 | TotalTaxAmt |
| Distributable Before Adj | $209,705 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $209,705 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $209,705 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $224,042 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $224,042 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,144 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $217,898 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,523 | UndistributedIncomePYAmt |
| Qualifying Distributions | $224,042 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,523 | AppliedToYear1Amt |
| Applied To Current Year | $208,519 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,186 | UndistributedIncomeCYAmt |
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 (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADOLESCENT HEALTH INITIATIVE | |||||||
| 2507 9TH AVENUE | PARKERSBURG | WV | 26101 | PC | CONSEQUENCES OF CHOICES PROGRAM SUP. | $1,000 | |
| ALTRUSA CLUB | |||||||
| 1102 47TH STREET | VIENNA | WV | 261053132 | PC | FIELD TRIP &LUNCHEON 8TH GRADE GIRLS | $500 | |
| ALTZHEIMERS ASSOCIATION | |||||||
| 300 CORNERSTONE DRIVE | WILLISTON | VT | 05495 | PC | SUPPORT WALK TO END ALTZHEIMERS | $1,000 | |
| ARTSPRING | |||||||
| 264 EAST AVENUE | THOMAS | WV | 26292 | PC | MARKETING FOR ARTSPRING EVENT | $5,000 | PO BOX 156 |
| AURORA PROJECT | |||||||
| PO BOX 14 | AURORA | WV | 26705 | PC | PUBLICITY FOR BARN DANCE FUND RAISER | $2,470 | |
| BLACKWATER MINISTERIAL ASSOCIATION | |||||||
| 737 WILLIAM AVENUE | DAVIS | WV | 26260 | PC | SUPPORT FOOD BANK | $2,000 | |
| BOYS AND GIRLS CLUB OF BURLINGTON | |||||||
| 62 OAK STREET | BURLINGTON | VT | 05401 | PC | SUPPORT BUILDING RENOVATIONS | $2,000 | |
| CAMP TA-KUM-TA | |||||||
| PO BOX 459 | SOUTH HERO | VT | 05486 | PC | SUPPORT WINTER WEEKENDS FOR PEDIATRI | $2,800 | |
| CANAAN VALLEY VOL FIRE DEPT | |||||||
| 6563 APPALACHIAN HIGHWAY | DAVIS | WV | 26260 | PC | GENERAL SUPPORT | $2,000 | |
| CATAMOUNT TRAIL ASSOCIATION | |||||||
| 1 MILL STREET SUITE 350 | BURLINGTON | VT | 05401 | PC | EQUIP. & MATERIALS FOR SMALL BRIDGE | $2,500 | |
| CENTRAL VT ADULT BASIC EDUCATION | |||||||
| 46 WASHINGTON ST STE 100 | BARRE | VT | 05641 | PC | DEVELOP NEW WEBSITE | $1,500 | |
| CHALLENGED ATHLETES AT TIMBERLINE | |||||||
| 8203 FLAG RUN | DAVIS | WV | 26260 | PC | GENEAL SUPPORT | $1,000 | |
| CHANGING PERSPECTIVES | |||||||
| PO BOX 694 | BRADFORD | VT | 05033 | PC | PROMOTE DISABILITY AWARENESS IN SCHO | $1,000 | |
| CHILDREN'S LITERACY FOUNDATION | |||||||
| 1536 LOOMIS HILL ROAD | WATERBURY | VT | 05677 | PC | BOOKS FOR NORTHERN VT ELEMENTARY SCH | $1,000 | |
| CIRCUS SMIRKUS | |||||||
| 1 CIRCUS ROAD | GREENSBORO | VT | 05841 | PC | SUPPORT RINGMASTER RESIDENCY PROGRAM | $1,500 | |
| COMMON ROOTS | |||||||
| 1100 DORSET STREET | SOUTH BURLINGTON | VT | 05407 | PC | PROVIDE FOOD & FOOD EDUCATION | $3,000 | |
| COMMUNITY HEALTH CENTERS OF BURLING | |||||||
| 617 RIVERSIDE AVE | BURLINGTON | VT | 05401 | PC | SUPPORT PATIENT TRANSPORTATION PROGR | $1,500 | |
| CRADLE TO GRAVE | |||||||
| PO BOX 8 | CHELSEA | VT | 05038 | PC | SUPPORT THE QUARRY PROJECT | $1,000 | |
| CROSS VERMONT TRAIL ASSOCIATION | |||||||
| 29 MAIN STREET SUITE 4 | MONTPELIER | VT | 05602 | PC | RESTORE TRAIL AFTER STORM DAMAGE | $2,000 | |
| ELIZABETHWIRT VOLUNTEER FIRE DEPAR | |||||||
| 91 SCHOOL VIEW ST | ELIZABETH | WV | 26143 | GOV | EQUIPMENT FOR WATER RESCUE TEAM | $2,500 | |
| FAITH IN ACTION | |||||||
| 3339 MAIN STREET | CABOT | VT | 05647 | PC | SUPPORT FOOD PANTRY & FOOD TRAINING | $5,000 | |
| GLOBAL CAMPUSES FOUNDATION | |||||||
| 43 SOUTH MAIN STREET | RANDOLPH | VT | 05060 | PC | CURRICULUM FOR LEARNING DISABLED ADU | $1,000 | |
| GOOD FUN-D | |||||||
| 4856 MOUNTAIN ROAD | STOWE | VT | 05672 | PC | CREATE COLLABORATIVE CHILDRENS BOOKS | $2,500 | |
| GOVERNORS INSTITUTE OF VERMONT | |||||||
| 4049 WILLSTON RD | BURLINGTON | VT | 05403 | PC | FUND A ROVING MENTAL HEALTH RA | $2,500 | |
| GREEN MOUNTAIN CLUB | |||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY CENTER | VT | 05677 | PC | COMPLETE BLUFF MOUNTAIN TRAIL | $1,000 | |
| HELEN DAY ART CENTER | |||||||
| 90 POND STREET | STOWE | VT | 05672 | PC | SCHOLARSHIP PROGRAMS | $2,000 | |
| HIGH ROCKS EDUCATIONAL CORPORATION | |||||||
| HIGHWAY COUNTY 64 | HILLSBORO | WV | 24946 | PC | SUMMER CAMP HEALTHY LIVING & WELLNES | $2,000 | |
| HUNGER FREE VERMONT | |||||||
| 38 EASTWOOD DRIVE | SOUTH BURLINGTON | VT | 05403 | PC | SUPPORT NORTHEAST KINGDOM PROJECT | $1,500 | |
| JUNIOR LEAGUE OF PARKERSBURG | |||||||
| PO BOX 4051 | PARKERSBURG | WV | 26104 | PC | HELP REPLACE COOK HOUSE ROOF | $1,000 | |
| MID-OHIO VALLEY MULTI CULTURAL CENT | |||||||
| PO BOX 2050 | PARKERSBURG | WV | 26102 | PC | SPONSOR DIRTWIRE BAND AT FESTIVAL | $2,500 | |
| MONOGALIA GENERAL HOSPITAL FOUNDATI | |||||||
| 1200 JD ANDERSON DRIVE | MORGANTOWN | WV | 26505 | PC | WIGS FOR LOW INCOME CANCER PATIENTS | $1,500 | |
| MTN LAUREL LEARNING COOPERATIVE | |||||||
| P O BOX 304 | DAVIS | WV | 26260 | PC | DEVELOP MIDDLE SCHOOL PROGRAM | $5,000 | |
| MTN LAUREL LEARNING COOPERATIVE | |||||||
| P O BOX 304 | DAVIS | WV | 26260 | PC | FACILITY SUPPORT & COMMUNITY GARDEN | $2,000 | |
| NATURE CONSERVANCY WEST VIRGINIA | |||||||
| P O BOX 1432 | MCMURRAY | PA | 15317 | PC | HEART OF THE APPALACHIANS CATALYST | $5,000 | |
| 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 | SUPPORT BIRD BANDING PRGRAM | $3,500 | |
| NORTH COUNTRY ANIMAL LEAGUE | |||||||
| 3524 LAPORTE ROAD | MORRISVILLE | VT | 05661 | PC | EQUIPMENT FOR TRAINING AND OTHER | $2,500 | |
| PLANNED PARENTHOOD OF NEW ENGLAND | |||||||
| 128 LAKESIDE AVE STE 301 | BURLINGTON | VT | 05401 | PC | HYDE PARK SLIDING SCALE FEE PROJECT | $5,000 | |
| RESOURCE | |||||||
| 325 HARVEST LANE STE 200 | WILLISTON | VT | 05495 | PC | CANCER START PROGRAM DISABLED STUDEN | $2,000 | |
| RIVER ARTS | |||||||
| 72 PLEASANT STREET | MORRISVILLE | VT | 05661 | PC | SUPPORT YOUTH SUMMER ARTS PROGRAM | $2,000 | |
| RIVER CITIES SYMPHONY ORCHESTRA | |||||||
| PO BOX 477 | PARKERSBURG | WV | 26102 | PC | PUBLIC PERF. & EDUCATIONAL OUTREACH | $5,000 | |
| SHELBURNE MUSEUM | |||||||
| 6000 SHELBURNE ROAD | SHELBURNE | VT | 05482 | PC | SUPPORT WILLIAM WEGMAN EXHIBITION | $6,000 | |
| SHELBOURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBOURNE | VT | 05482 | PC | SUPPORT BREEDING BARN RESTORATION | $5,000 | |
| SNOW SPORTS MUSEUM OF WEST VIRGINIA | |||||||
| 97 STONY CREEK COURT | DAVIS | WV | 26260 | PC | GENERAL SUPPORT | $1,000 | |
| SPECTRUM YOUTH & FAMILY SERVICES | |||||||
| 31 ELMWOOD AVENUE | BURLINGTON | VT | 05401 | PC | PROGRAM FOR MULTICULTURAL YOUTH | $4,000 | |
| ST FRANCIS XAVIER CHURCH | |||||||
| 532 MARKET STREET | PARKERSBURG | WV | 26101 | PC | GENERAL SUPPORT | $5,000 | |
| STERN CENTER FOR LANGUAGE & LEARNIN | |||||||
| 183 TALCOTT ROAD | WILLISTON | VT | 05495 | PC | STUDY COMMUNICATION IN AUTISTIC CHIL | $3,500 | |
| STOWE FREE LIBRARY | |||||||
| 90 POND STREET | STOWE | VT | 05672 | PC | RESTORATION AFTER FLOOD DAMAGE | $1,000 | |
| STOWE LAND TRUST | |||||||
| 6 SUNSET STREET | STOWE | VT | 05672 | PC | PROTECT HUNGER MOUNTAIN HEADWATERS | $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 | SUPPORT ROLSTON REST ADDITION | $2,000 | |
| VALLEY WOODWORKERS OF WV | |||||||
| 300 12TH STREET | DUNBAR | WV | 25064 | PC | PURCHASE DUST COLLECTION EQUIPMENT | $1,500 | |
| VERMONT ADAPTIVE SKI AND SPORTS | |||||||
| PO BOX 222 | WATERBURY | VT | 05676 | PC | PURCHASE KAYAKS & PADDLES | $2,000 | |
| VERMONT ENERGY EDUCATION PROGRAM | |||||||
| 70 RIVER STREET SUITE 303 | MONTPELIER | VT | 05602 | PC | TEACHER DEVELPMENT IN STEM | $4,500 | |
| VERMONT FOLK LIFE MUSEUM | |||||||
| 88 MAIN STREET | MIDDLEBURY | VT | 05753 | PC | PRODUCE & PRESENT DOCUMENTARY FILMS | $2,000 | |
| VERMONT WORKS FOR WOMEN | |||||||
| 32A MALLETTS BAY AVE | WINOOSKI | VT | 05404 | PC | SCHOLARSHIPS FOR MID SCH ROSIE'S GIR | $2,000 | |
| VERMONT SHAKESPEARE FESTIVAL | |||||||
| PO BOX 64733 | BURLINGTON | VT | 05406 | PC | SUPPORT SUMMER INTERN PROGRAM | $1,500 | |
| VERMONT STUDIO CENTER | |||||||
| 80 PEARL STREET | JOHNSON | VT | 05656 | PC | SUPPORT VERMONT ARTISTS WEEK | $1,000 | |
| VSA VERMONT | |||||||
| 21 CARMICHAEL ST STE 206 | ESSEX JUNCTION | VT | 05452 | PC | ARTS BASED LITERACY PROGRAM | $3,000 | |
| WARM THE CHILDREN | |||||||
| PO BOX 345 | PARSONS | WV | 26287 | PC | WINTER CLOTHES FOR NEEDY CHILDREN | $2,000 | |
| WELFARE OF ANIMALS GROUP | |||||||
| 1011 CREST VIEW DRIVE | CRESTON | WV | 26141 | PC | LOW FUND SPAY & NEUTER PROGRAM | $1,000 | |
| WEST VIRGINIA BOTANICAL GARDEN | |||||||
| 1061 TYRONE ROAD | MORGANTOWN | WV | 26508 | PC | SUPPORT SUMMER NATURE CAMP | $2,643 | |
| WEST VIRGINIA LAND TRUST | |||||||
| PO BOX 304 | MORGANTOWN | WV | 26507 | PC | PROTECT YELLOW CREEK PRESERVE | $15,000 | |
| WVU AT PARKERSBURG FOUNDATION | |||||||
| 300 CAMPUS DR | PARKERSBURG | WV | 26104 | PC | SUPPORT WVUP FOUNDATION OAKLAND FUND | $10,000 | |
| WOOD COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 565 | PARKERSBURG | WV | 26102 | PC | MAINTAIN FORT BELLVILLE CEMETARY | $2,000 | |
| YOUTH SAFETY COUNCIL OF VT | |||||||
| 292 COLONIAL DRIVE | MIDDLEBURY | VT | 05753 | PC | SUPPORT TURN OFF TEXTING PROGRAM | $4,000 | |
| OUT AND ABOUT | |||||||
| 11 COURT STREET | MORRISVILLE | VT | 05661 | PC | PURCHASE PIANO | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $180,413 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,051 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $491,320 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $626,505 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $626,505 | 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 | $2,915 | Amt |
| Disbursements Charitable Prps | $2,915 | 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 | $715,514 | $695,904 |
| UNITED BANK MISC. - SEE ATTACHED | $40,265 | $39,095 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UNITED BANK EQUITIES - SEE ATTACHED | $556,854 | $1,542,018 |
| UNITED BANK MUTUAL FDS-SEE ATTACHED | $1,788,336 | $1,694,876 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $49,519 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $49,126 | USGovtObligationsEOYFMVAmt |
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 | $202 | $202 |
| POSTAGE | $138 | $138 |
| OFFICE SUPPLIES & EQUIPMENT | $289 | $289 |
| TELEPHONE | $658 | $658 |
| INTERNET | $423 | $423 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES-UNITED BANK | CategoryTxt |
| Amt | $17,672 | Amt |
| Net Investment Income | $8,836 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,836 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL 990 TAX PMTS | |||
| PAYROLL TAXES | $2,372 | $230 | $2,142 |
| WV ANNUAL REPORT | $26 | $26 |