OAKLAND FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OAKLAND FOUNDATION (EIN 55-0754353)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201721309349101102
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments 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 | 2017-05-10T10:05:56-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 ROAD SUITE B | AddressLine1Txt |
| City | PARKERSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-05-02 | 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 | 2017-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 31A8E32F027ACB20832071E13E28B5238BF9C5F5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 31A8E32F027ACB20832071E13E28B5238BF9C5F5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,349,009 | 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 | $234 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $234 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $234 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $146,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,835 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $146,107 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $734,491 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,635 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,609 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $348,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $345,704 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $147,950 | 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 | $2,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,147 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,147 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,397 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,726 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,726 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,184 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,748 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,392 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,392 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,184 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $116,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $325,520 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $147,950 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,610 | CashBOYAmt |
| Cash EOY | $5,379 | CashEOYAmt |
| Cash EOYFMV | $5,379 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,254 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,154 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,154 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $50,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $49,377 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $49,657 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,174,874 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,964,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,390,257 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $552,958 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $870,183 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $868,562 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,428 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,428 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,807,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,924,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,349,009 | 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 | $2,806,625 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,923,061 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,806,625 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,923,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,807,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,924,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,806,625 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $116,436 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,923,061 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,923,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| SEE ACCOUNT DETAIL | P | $9,854 | $8,245 | $1,609 | $1,609 | |
| SEE ACCOUNT DETAIL | P | $700,946 | $523,611 | $177,335 | $177,335 | |
| BAXALT INC COMMON STOCK MERGER | P | $18,050 | $18,050 | $18,050 | 2016-06-07 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,635 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,609 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $203,351 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,094,678 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049662 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $202,644 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,292,819 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047205 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $196,630 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,142,707 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047464 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $179,120 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,906,469 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045852 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $179,790 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,811,930 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047165 | DistributionYr5Rt |
| Total Distribution | 0.237348 | TotalDistributionRt |
| Average Distribution | 0.047470 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,183,076 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $198,571 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,255 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $201,826 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $210,140 | 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 | $3,255 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,255 | SubtotalAmt |
| Tax Based On Investment Income | $3,255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,320 | TotalPaymentsAndCreditsAmt |
| Tax Due | $935 | 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 |
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 | 8.00 | $10,000 | $0 | $0 |
| ATHEY LUTZ | ||||||||
| 1043 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 | $4,145,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,828 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,246,778 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,246,778 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,183,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,255 | TotalTaxAmt |
| Distributable Before Adj | $205,899 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $205,899 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $205,899 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,140 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $210,140 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,255 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $206,885 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $205,899 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,330 | UndistributedIncomePYAmt |
| Qualifying Distributions | $210,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,330 | AppliedToYear1Amt |
| Applied To Current Year | $171,810 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $34,089 | 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 (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALTRUSA CLUB | ||||||
| 37 MEADOWCREST DRIVE | PARKERSBURG | WV | 26101 | PC | WV HISTORY PROGRAM & LUNCHEON FOR 8T | $800 |
| ALTZHEIMERS ASSOCIATION | ||||||
| 300 CORNERSTONE DRIVE | WILLISTON | VT | 05495 | PC | SUPPORT WALK TO END ALTZHEIMERS | $1,000 |
| AMERICAN RED CROSS OF VERMONT | ||||||
| 29 MANSFIELD AVE | BURLINGTON | VT | 05401 | PC | SUPPORT DISASTER SERVICES PROGRAM | $5,000 |
| AUDUBON VERMONT | ||||||
| 255 SHERMAN HOLLOW RD | HUNTINGTON | VT | 05462 | PC | K-2 FOREST FRIDAYS PROGRAM | $2,500 |
| AURORA PROJECT | ||||||
| PO BOX 14 | AURORA | WV | 26705 | PC | SUPPORT BARN DANCE FUND RAISER | $870 |
| BLACKWATER MINISTERIAL ASSOCIATION | ||||||
| 737 WILLIAM AVENUE | DAVIS | WV | 26260 | PC | SUPPORT FOOD BANK | $3,000 |
| BOYS AND GIRLS CLUB OF PARKERSBURG | ||||||
| 1200 MARY STREET | PARKERSBURG | WV | 26101 | PC | GENERAL SUPPORT | $3,000 |
| CATAMOUNT TRAIL ASSOCIATION | ||||||
| 1 MILL STREET 350 | BURLINGTON | VT | 05401 | PC | TRAIL IMPROVEMENTS PROJECTS | $1,000 |
| CENTRAL VERMONT ADULT BASIC EDUCATI | ||||||
| 46 WASHINGTON STREET SUIT | BARRE | VT | 05641 | PC | EQUIPMENT FOR NEW INSTRUCTION SPACE | $2,000 |
| CHALLENGED ATHLETES AT TIMBERLINE | ||||||
| 8203 FLAG RUN | DAVIS | WV | 26260 | PC | PURCHASE ADAPTIVE SKI EQUIPMENT | $4,700 |
| CHILDRENS EARLY LEARNING SPACE | ||||||
| 397 MAIN ST | WATERBURY | VT | 05676 | PC | RENOVATE PLAYGROUND | $1,000 |
| CHILDRENS HOME SOCIETY OF WV | ||||||
| 2501 DUDLEY AVE | PARKERSBURG | WV | 26101 | PC | FOSTER FAMILY RECRUITMENT & TRAINING | $3,500 |
| CHILDRENS LISTENING PLACE | ||||||
| 4421 EMERSON AVE 203 | PARKERSBURG | WV | 26104 | PC | PURCHASE FURNITURE | $5,000 |
| CIRCUS SMIRKUS | ||||||
| 1 CIRCUS ROAD | GREENSBORO | VT | 05841 | PC | START UP COSTS FOR SUMMER TOUR | $1,000 |
| COPLEY SURGICAL CENTER | ||||||
| 528 WASHINGTON HWY | MORRISVILLE | VT | 05661 | PC | SUPPORT BUILDING FUND | $2,500 |
| COURT APPOINTED SPECIAL ADVOCATES | ||||||
| 305 1/2 FOURTH ST SUITE 1 | PARKERSBURG | WV | 26101 | PC | PURCHASE QUICKBOOKS & PAYROLL UPDATE | $600 |
| FLYNN CENTER FOR THE PERFORMING ART | ||||||
| 153 MAIN STREET | BURLINGTON | VT | 05401 | PC | DANCE AND LANGUAGE FOR NON-ENGLISH S | $1,000 |
| FRIENDS OF SPRING HILL CEMETERY | ||||||
| PO BOX 453 | CHARLESTON | WV | 25322 | PC | SUPPORT HIGH SCHOOL ART COMPETITION | $1,000 |
| GOVERNORS INSTITUTE OF VERMONT | ||||||
| 4049 WILLSTON RD | BURLINGTON | VT | 05403 | PC | SUPPORT LEARNING INSTITUES FOR HIGH | $1,000 |
| GREATER BURLINGTON YMCA | ||||||
| 266 COLLEGE ST | BURLINGTON | VT | 05401 | PC | SECOND GRADE LEARN TO SWIM PROGRAM | $2,000 |
| GREEN MOUNTAIN CLUB | ||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY CENTER | VT | 05677 | PC | REBUILD SHELTER | $1,000 |
| HIGH ROCKS EDUCATIONAL CORPORATION | ||||||
| HIGHWAY COUNTY 64 | HILLSBORO | WV | 24946 | PC | SUMMER CAMP HEALTHY LIVING & WELLNES | $4,000 |
| HOME SHARE NOW | ||||||
| 115 NORTH MAIN STREET | BARRE | VT | 05641 | PC | EXPAND SERVICE AREA | $1,500 |
| HUMANE SOCIETY OF PARKERSBURG | ||||||
| 530 29TH STREET | PARKERSBURG | WV | 26101 | PC | SUPPORT BETTY LUTZ MEMORIAL FUNDRAIS | $1,000 |
| HUNGER FREE VERMONT | ||||||
| 38 EASTWOOD DRIVE | SOUTH BURLINGTON | VT | 05403 | PC | SUPPORT NORTHEAST KINGDOM PROJECT | $1,500 |
| LAKE CHAMPLAIN MARITIME MUSEUM | ||||||
| 4472 BASIN HARBOR ROAD | VERGENNES | VT | 05491 | PC | EDUCATION PROJECT W/ADDISON COUNTY O | $2,500 |
| LAMOILLE FAMILY CENTER | ||||||
| 480 CADY FALLS ROAD | MORRISVILLE | VT | 05661 | PC | SUPPORT PARENT EDUCATION PROGRAM | $2,000 |
| LUKEMIA AND LYMPHOMA SOCIETY | ||||||
| 1 MARCUS BLVD | ALBANY | NY | 12205 | PC | SUPPORT BURLINGTON VT LIGHT THE NIGH | $500 |
| MARSHALL COUNTY HISTORIC SOCIETY | ||||||
| PO BOX 267 | MOUNDSVILLE | WV | 26041 | PC | PURCHASE PAST PERFECT MUSEUM SOFTWAR | $1,535 |
| MID-OHIO VALLEY MULTI CULTURAL CENT | ||||||
| PO BOX 2050 | PARKERSBURG | WV | 26102 | PC | FUNDING FOR LOCAL PERFORMERS | $2,450 |
| MOUNTAIN INSTITUTE | ||||||
| 18 WOODLANDS WAY | CIRCLEVILLE | WV | 26804 | PC | MOUNTAIN STWEARDS SUMMER PROGRAM | $3,000 |
| NATURE CONSERVANCY VERMONT | ||||||
| 575 STONE CUTTERS WAY | MONTPELIER | VT | 05602 | PC | REPRINT WETLAND, WOODLAND WILDAND GU | $2,500 |
| NEW HISTORIC THOMAS | ||||||
| PO BOX 116 | THOMAS | WV | 26292 | PC | SUPPORT NE MULIT USE TRAIL CONSTRUCT | $5,000 |
| NEW HISTORIC THOMAS | ||||||
| PO BOX 116 | THOMAS | WV | 26292 | PC | SUPPORT DESING/CONSTRUCTION OF ADA M | $2,500 |
| NEW YORK CITY BALLET | ||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $1,000 |
| NORTHEAST DISABLED ATHLETIC ASSOCNE | ||||||
| 82 KILLARNEY DR | BURLINGTON | VT | 05408 | PC | DEVELOP ADAPTIVE KAYAK PROGRAM | $2,500 |
| NORTH BRANCH NATURE CENTER | ||||||
| 713 ELM STREET | MONTPELIER | VT | 05602 | PC | SUPPORT BIRD BANDING PRGRAM | $2,500 |
| NORTH COUNTRY ANIMAL LEAGUE | ||||||
| 3524 LAPORTE ROAD | MORRISVILLE | VT | 05661 | PC | GENERAL SUPPORT | $1,500 |
| ONION RIVER EXCHANGE | ||||||
| 46 BARRE ST | MONTPELIER | VT | 05602 | PC | SUPPORT COMMUNITY TOOL LIBRARY | $3,963 |
| OTTER CREEK CHILD CENTER | ||||||
| 150 WEYBRIDGE ST | MIDDLEBURY | VT | 05753 | PC | PURCHASE CABINETS | $1,838 |
| PLANNED PARENTHOOD OF NEW ENGLAND | ||||||
| 128 LAKESIDE AVE STE 301 | BURLINGTON | VT | 05401 | PC | HYDE PARK SLIDING SCALE FEE PROJECT | $5,000 |
| RESOURCE | ||||||
| 266 PINE STREET | BURLINGTON | VT | 05401 | PC | SUPPORT CAREER START PROGRAM | $3,000 |
| RIVER CITIES SYMPHONY ORCHESTRA | ||||||
| PO BOX 477 | PARKERSBURG | WV | 26102 | PC | PUBLIC PERF. & EDUCATIONAL OUTREACH | $4,000 |
| SW RESOURCES | ||||||
| 1007 MARY ST | PARKERSBURG | WV | 26101 | PC | PURCHASE BATTERIES FOR FOUR AEDS | $836 |
| SARA HOLBROOK COMMUNITY CENTER | ||||||
| 66 NORTH AVE | BURLINGTON | VT | 05401 | PC | SUPPORT SUMMER PROGRAM | $2,500 |
| SHELBURNE FARMS | ||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | PC | RESTORE SHELBURNE INN FORMAL GARDENS | $5,000 |
| SHELBURNE MUSEUM | ||||||
| 6000 SHELBURNE RD | SHELBURNE | VT | 05482 | PC | SUPPORT 2017 WILD SPACES EXHIBIT | $5,000 |
| SPECTRUM YOUTH AND FAMILY SERVICES | ||||||
| 19 CHURCH STREET | BURLINGTON | VT | 05401 | PC | CONNECT IMMIGRANT YOUTH WITH SOCIAL | $2,500 |
| SPRUCE PEAK PERFORMING ARTS CENTER | ||||||
| 122 HOURGLASS DRIVE | STOWE | VT | 05672 | PC | SUPPORT STUDENT EDUCATION PROGRAM | $1,000 |
| ST FRANCIS XAVIER CHURCH | ||||||
| 532 MARKET STREET | PARKERSBURG | WV | 26101 | PC | GENERAL SUPPORT | $6,800 |
| ST FRANCIS XAVIER CHURCH | ||||||
| 532 MARKET STREET | PARKERSBURG | WV | 26101 | PC | FLOOD RELIEF FOR SOUTHEASTERN WV | $500 |
| STERN CENTER FOR LANGUAGE & LEARNIN | ||||||
| 183 TALCOTT ROAD | WILLISTON | VT | 05495 | PC | PURCHASE LAPTOP COMPUTERS | $3,000 |
| STOWE LAND TRUST | ||||||
| 699 SOUTH MAIN STREET | STOWE | VT | 05672 | PC | WORK ON DUMONT MEADOW | $5,000 |
| TUCKER COUNTY ALPINE FESTIVAL | ||||||
| 410 WILLIAM AVE | DAVIS | WV | 26260 | PC | SPONSOR WHEELING SYMPHONY CONCERT PE | $2,500 |
| TUCKER COMMUNITY FOUNDATION | ||||||
| 100 EDUCATION LANE | DAVIS | WV | 26260 | PC | MATCHING GRANT FOR BOULDER FOR TUCKE | $4,000 |
| TUCKER COUNTY COMMUNITY FOUNDATION | ||||||
| 100 EDUCATION LANE | DAVIS | WV | 26260 | PC | SUPPORT RUN FOR IT CHARITY RACE | $4,000 |
| TUCKER COUNTY HIGH SCHOOL | ||||||
| RT1 BOX 153 | HAMBLETON | WV | 26269 | PC | 2016, 2015 & 2134COLLEGE SCHOLARSHIP | $4,500 |
| TRUST FOR PUBLIC LAND | ||||||
| 3 SHIPMAN PL | MONTPELIER | VT | 05602 | PC | HUNGER MOUNTAIN HEADWATERS CONSER PR | $2,000 |
| VERMONT ADAPTIVE SKI AND SPORTS | ||||||
| 73 ALPINE DRIVE | KILLINGTON | VT | 05751 | PC | PURCHASE RECUMBENT TRICYCLES & HELME | $1,500 |
| VERMONT CENTER OF ECOSTUDIES | ||||||
| PO BOX 420 | NORWICH | VT | 05055 | PC | RESEARCH ON MOUNTAIN BREEDING BIRD | $1,000 |
| VERMONT STAGE | ||||||
| 110 MAIN STREET | BURLINGTON | VT | 05401 | PC | PRODUCE VIDEOS FOR YOUNG PLAYWRIGHT | $1,000 |
| VERMONT STUDIO CENTER | ||||||
| 80 PEARL STREET | JOHNSON | VT | 05656 | PC | MONTH RESIDENCY FOR WV ARTIST | $3,000 |
| VERMONT WORKS FOR WOMEN | ||||||
| 32A MALLETTS BAY AVE | WINOOSKI | VT | 05404 | PC | SUPPORT SCHOLARSHIPS FOR ROSIE'S GIR | $2,500 |
| VERMONT YOUTH ORCHESTRA | ||||||
| 233 ETHAN ALLEN AVE | COLCHESTER | VT | 05446 | PC | REPLACE DIRECT DIGITAL CONTROLS FOR | $2,500 |
| WARM THE CHILDREN | ||||||
| PO BOX 345 | PARSONS | WV | 26287 | PC | WINTER CLOTHES FOR NEEDY CHILDREN | $3,000 |
| WELFARE OF ANIMALS GROUP | ||||||
| 1425 KELLY ROAD | BIG BEND | WV | 26136 | PC | LOW FUND SPAY & NEUTER PROGRAM | $2,500 |
| WVU AT PARKERSBURG FOUNDATION | ||||||
| 300 CAMPUS DR | PARKERSBURG | WV | 26104 | PC | SUPPORT WVUP FOUNDATION OAKLAND FUND | $10,000 |
| WOOD COUNTY HISTORIC SOCIETY | ||||||
| PO BOX 565 | PARKERSBURG | WV | 26102 | PC | DILS CEMETERY UPKEEP | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,392 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $234 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,835 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,272 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,635 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $345,704 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,272 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $348,976 | 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 | $2,625 | Amt |
| Disbursements Charitable Prps | $2,625 | 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 (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AETNA INC CORP 2.75% 11/15/22 | $51,462 | $49,120 |
| AMGEN INC CORPORATE 3.45% 10/1/20 | $48,474 | $51,808 |
| APPLE INC CORP BOND 2.7% 5/13/22 | $104,052 | $100,635 |
| BECTON DICKINSON 3.45% 10/1/20 | $52,564 | $51,409 |
| BERKSHIRE HATHAWAY 4.25% 1/15/21 | $50,215 | $53,887 |
| GOLDMAN SACHS 3.75% 3/15/17 | $50,000 | $50,142 |
| JP MORGAN CHASE 4.4% 7/22/20 | $49,229 | $53,110 |
| PITNEY BOWES INC 4.75% 1/15/16 | ||
| PRUDENTIAL FIN 5.5% 3/15/16 | ||
| ST. JUDE MEDICAL 3.25% 4/15/23 | $98,377 | $99,383 |
| WALMART 4.25% 4/15/21 | $106,464 | $108,147 |
| SYSCO CORP BOND 2.6% 6/12/22 | $51,686 | $49,226 |
| ABBVIE INC 3.2% 11/6/22 | $52,473 | $50,033 |
| ANERICAN EXPRESS CD 2.3% 11/25/2020 | $51,655 | $50,738 |
| CAPITAL ONE BANK CD 1.6% 8/3/21 | $49,833 | $48,837 |
| SYNCHRON BANK CD 3.3% 5/2/24 | $53,699 | $52,087 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,021.738 PRUDENTIAL JENNISON MIDCAP | ||
| 1,085.901 PRUDENTIAL JENNISON MID CA | $45,283 | $38,213 |
| 1,154 PFIZER INC COMMON | $23,205 | $37,482 |
| 1,325 ISHARES DJ SELECT DIVIDEND | $77,664 | $117,355 |
| 1,351 BAXALTA INC | ||
| 1,351 BAXTER INTERNATIONAL | ||
| 1,531 COCA COLA | ||
| 165.700 HARBOR INTERNATIONAL FUND | $10,000 | $9,679 |
| 1,818.840 NATAXAS VAUGHAN SM CAP | ||
| 1,902 INTEL CORP | $40,531 | $68,986 |
| 1,955.174 NATIXIS VAUGHAN NELSON SMA | $41,769 | $39,807 |
| 13,649.334 DOUBLELINE TOTAL RET | $150,014 | $144,956 |
| 14,514.33 T ROWE PRICE HIGH YLD FD | ||
| 14,558.247 T ROWE PRICE HIGH YIELD | $100,332 | $96,812 |
| 15,135.127 VANGUARD TOTAL BOND INDX | ||
| 15,141.844 VANGUARD TOTAL BOND MARKE | $165,640 | $161,261 |
| 200 SHIRE PLC COMMON STOCK | $38,385 | $34,076 |
| 2,000 BARCLAYS PREFERRED STOCK | ||
| 2,000 DB CONT CAP TRUST III | ||
| 2,000 DB CONT CAP TRUST III | $50,002 | $49,920 |
| 2,266 AT&T | $60,653 | $96,373 |
| 2,406 ITC HOLDINGS CORP COMM. | ||
| 2,526 MICROSOFT CORP | $72,866 | $156,966 |
| 2,606 CISCO SYSTEMS | $50,021 | $78,753 |
| 263.158 OPPENHEIMER INTERNATIONAL | $10,000 | $9,679 |
| 2,662 GENERAL ELECTRIC COMPANY | ||
| 2,744 ALTRIA GROUP | ||
| 2,298 ALTRIA GROUP | $48,345 | $155,391 |
| 2,803 PFIZER INC | ||
| 3,286.120 VANGUARD HI YIELD DIV INDX | $75,314 | $98,485 |
| 36,696.421 FEDERATED TOTAL RET 328 | ||
| 36,774.729 FEDERATED TOTAL RETURN IN | $404,013 | $396,432 |
| 396 MCDONALDS CORP COMMON | $39,132 | $48,200 |
| 439.754 MATTHEWS ASIA GROWTH FUND | $10,000 | $9,318 |
| 4,800 EXXON MOBIL CORP | $1,160 | $433,248 |
| 4,858 CHEVRON | $10,092 | $571,787 |
| 5,091.650 FEDERATED INSTITUTIONAL HI | $50,000 | $50,204 |
| 574 APPLE INC | $40,077 | $66,481 |
| 704 JOHNSON & JOHNSON | ||
| 730 GENERAL ELECTRIC CORP COMPANY | $16,498 | $23,068 |
| 736 MCDONALDS CORP COMMON | ||
| 8,665.511 WINSLOW OSTERWEIS STRT INC | $100,007 | $97,140 |
| 464 JOHNSON & JOHNSON | $21,116 | $53,457 |
| 878.734 HARDING LOEVNER INST | $15,000 | $14,798 |
| 882 UNITED PARCEL SERVICE | $90,692 | $101,112 |
| 912 T ROWE PRICE GROUP INC | $54,994 | $68,637 |
| 954 ABBOTT LABORATORIES | $25,164 | $36,643 |
| 827 FORTIS INC FOREIGN STOCK | $26,070 | $25,538 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $49,377 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $49,657 | 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 | $274 | $274 |
| POSTAGE | $190 | $190 |
| OFFICE SUPPLIES & EQUIPMENT | $295 | $295 |
| TELEPHONE | $615 | $615 |
| INTERNET | $352 | $352 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES-UNITED BANK | CategoryTxt |
| Amt | $17,147 | Amt |
| Net Investment Income | $17,147 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL 990 TAX PMTS | $2,216 | ||
| PAYROLL TAXES | $2,372 | $2,372 | |
| WV ANNUAL REPORT | $25 | $25 | |
| FOREIGN TAXES | $37 | $37 |