OAKLAND FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- OAKLAND FOUNDATION (EIN 55-0754353)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-21
- IRS object ID
- 201541419349100209
- Schema version
- 2014v5.0
- 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 | 2015-05-21T13:09:38-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 LUTZ COPPOCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8022535115 | PhoneNum |
| Signature | 2015-04-29 | 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 | 2015-05-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,331,442 | 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 | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $22 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $157,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,657 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $157,757 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,825 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $487,214 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,825 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $261,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $258,504 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $157,779 | 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 | $2,190 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,190 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,439 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,477 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $229 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,167 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,694 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,694 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,800 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,051 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,971 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,971 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,022 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $237,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $157,779 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$690 | CashBOYAmt |
| Cash EOY | $13,247 | CashEOYAmt |
| Cash EOYFMV | $13,247 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $217,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,276 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,276 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $50,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $50,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $54,708 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,138,544 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,129,195 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,644,985 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $344,475 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $552,742 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $580,226 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,428 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,428 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,749,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,783,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,331,442 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,351 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,071 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,351 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,071 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,748,556 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,782,389 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,748,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,782,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,749,907 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,783,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,748,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,833 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,782,389 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,782,389 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6,038.647 CALAMOS CONVERTIBLE FD | P | 2009-05-27 | 2014-01-23 | $99,993 | $92,757 | $7,236 | $7,236 |
| 11,990.365 RIDGEWORTH SEIX HIGH YIEL | P | 2009-05-27 | 2014-01-23 | $118,218 | $100,003 | $18,215 | $18,215 |
| 361 KINDER MORGAN ENERGY PTNR | P | 2009-10-09 | 2014-06-30 | $29,526 | $20,032 | $9,494 | $9,494 |
| 343 KINDER MORGAN ENERGY PTNR | P | 2011-02-25 | 2014-06-30 | $28,054 | $24,994 | $3,060 | $3,060 |
| 641 HONEYWELL | P | 2010-02-19 | 2014-06-30 | $59,637 | $25,616 | $34,021 | $34,021 |
| 314 HONEYWELL | P | 2012-09-11 | 2014-06-30 | $31,075 | $19,980 | $11,095 | $11,095 |
| 9,149.131 PIMCO TOTAL RETURN FUND | P | 2009-11-06 | 2014-09-29 | $99,451 | $100,007 | -$556 | -$556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,825 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $196,630 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,142,707 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047464 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $179,120 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,906,469 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045852 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $179,790 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,811,930 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047165 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $153,793 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,524,952 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043630 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $146,705 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,296,119 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044508 | DistributionYr5Rt |
| Total Distribution | 0.228619 | TotalDistributionRt |
| Average Distribution | 0.045724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,292,819 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $196,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,378 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $198,663 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $205,022 | 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 | $2,378 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,378 | SubtotalAmt |
| Tax Based On Investment Income | $2,378 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,960 | TotalPaymentsAndCreditsAmt |
| Tax Due | $418 | 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 | MRS KATHERINE COPPOCK | IndividualWithBooksNm |
| Phone | 8022534550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 BARROWS ROAD | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| ELIZABETH S LUTZ | ||||||||
| 1131 7TH STREET | PARKERSBURG | WV | 26101 | 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 | $4,252,887 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,305 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,358,192 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,358,192 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,292,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $214,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,378 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,378 | TotalTaxAmt |
| Distributable Before Adj | $212,263 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $212,263 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $212,263 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,022 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $205,022 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,378 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $202,644 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $212,263 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,298 | UndistributedIncomePYAmt |
| Qualifying Distributions | $205,022 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,298 | AppliedToYear1Amt |
| Applied To Current Year | $170,724 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $41,539 | 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 | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMBER JOANNE EVANS | |||||||
| 17 RABBIT RUN ROAD | HAMBLETON | WV | 26269 | NONE | PC | TUITION DAVIS & ELKINS COLLEGE | $1,500 |
| JOANNAH S DYER | |||||||
| 20 MAPLE SPRING HIGHWAY | ELGON | WV | 26716 | NONE | PC | TUITION WV WESLEYAN COLLEGE | $1,500 |
| ALPINE HERITAGE PRESERVATION | |||||||
| 264 EAST AVENUE | THOMAS | WV | 26292 | PC | RESTORE COTTRILL'S OPERA HOUSE | $3,900 | |
| ARTS BUS PROJECT | |||||||
| 67 MAIN STREET | RANDOLPH | VT | 05060 | PC | EXPLORING THE ARTS PROGRAM | $2,000 | |
| BLENNERHASSETT HISTORICAL FOUNDATIO | |||||||
| 137 JULIANA STREET | PARKERSBURG | WV | 26101 | PC | RESTORE HISTORIC PAINTINGS | $6,000 | |
| BOYS AND GIRLS CLUB OF BURLINGTON | |||||||
| 52 OAK STREET | BURLINGTON | VT | 05401 | PC | INSTALL SECURITY SYSTEM | $1,500 | |
| CATAMOUNT TRAIL ASSOCATION | |||||||
| 1 MILL STREET 350 | BURLINGTON | VT | 05401 | PC | BUILD AND MAINTAIN FOUR BRIDGES | $2,400 | |
| CHALLENGED ATHLETES AT TIMBERLINE | |||||||
| 8203 FLAG RUN | DAVIS | WV | 26260 | PC | GENERAL SUPPORT | $2,000 | |
| CHALLENGED ATHLETES OF WEST VIIRGIN | |||||||
| 10 SNOWSHOE DRIVE | SNOWSHOE | WV | 26209 | PC | PURCHASE ADAPTIVE SKI EQUIPMENT | $1,500 | |
| CHILDREN'S HOME SOCIETY OF WV | |||||||
| 477 SCENIC HIGHWAY | SUMMERSVILLE | WV | 26651 | PC | IN SERVICE TRAINING FOR MENTORS | $1,450 | |
| CHILDREN'S LISTENNG PLACE | |||||||
| 1206 MARKET STREET | PARKERSBURG | WV | 26101 | PC | PURCHASE EQUIPMENT | $5,000 | |
| CHILDREN'S LITERACY FOUNDATION | |||||||
| 1536 LOOMIS HILL ROAD | WATERBURY CENTER | VT | 05677 | PC | SCHOOL BOOK GRANT SHELDON VT | $1,000 | |
| CIRCUS SMIRKUS | |||||||
| 1 CIRCUS ROAD | GREENSBORO | VT | 05841 | PC | CENTER RING SHOWCASE OF FEM LEADERSH | $1,000 | |
| COMMUNITY ALTERNATIVES TO VIOLENCE | |||||||
| 891 AUTO PARTS PLACE | MARTINSBURG | WV | 25403 | PC | MENTORS IN VIOLENCE PREVENTION | $2,500 | |
| COMMUNITY RESOURCES INC | |||||||
| 133 ROSEMAR ROAD | PARKERSBURG | WV | 26104 | PC | FAMILY DEVELOPMENT INITIATIVE | $2,500 | |
| COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 336 SOUTH QUEEN STREET | MARTINSBURG | WV | 25401 | PC | PURCHASE QUICKBOOK | $600 | |
| CRAFTSBURY PUBLIC LIBRARY | |||||||
| 12 CHURCH LANE | CRAFTSBURY COMMON | VT | 05827 | PC | UPGRADE FILM COLLECTION | $1,036 | |
| FAR POST SOCCER CLUB | |||||||
| PO BOX 5575 | ESSEX JUNCTION | VT | 05453 | PC | SCHOLARSHIPS FOR LOW INCOME & REFUGE | $5,000 | |
| FRIENDS OF STOWE ADAPTIVE SPORTS | |||||||
| PO BOX 483 | HYDE PARK | VT | 05655 | PC | TRAINING FOR ADAPTIVE WATER SPORTS | $3,585 | |
| GOOD SAMARITAN CLINIC | |||||||
| 418 GRAND PARK DR STE 31 | PARKERSBURG | WV | 26105 | PC | PURCHASE TECHNICAL EQUIPMENT | $2,500 | |
| GREATER BURLINGTON YMCA | |||||||
| 266 COLLEGE STREET | BURLINGTON | VT | 05401 | PC | MEDIA EDUCATION PROGRAM SUMMER CAMP | $1,500 | |
| GREEN MOUNTAIN PERFORMING ARTS | |||||||
| 37 COMMERCIAL DRIVE | WATERBURY | VT | 05676 | PC | SUPPORT 2014 SUMMER CAMP ACTIVITY | $2,000 | |
| HELEN DAY ART CENTER | |||||||
| 90 POND STREET | STOWE | VT | 05672 | PC | GENERAL SUPPORT | $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 | SUPPORT OUTREACH PACKAGE | $3,000 | |
| HUMANE SOCIETY OF PARKERS | |||||||
| 29TH POPLAR STREETS | PARKERSBURG | WV | 26101 | PC | GENERAL SUPPORT | $6,900 | |
| JULIA-ANN SQUARE HISTORICAL COMMUNI | |||||||
| PO BOX 0966 | PARKERSBURG | WV | 26102 | PC | REPLACE RIVERVIEW CEMETARY FENCE | $5,000 | |
| LEUKEMIA AND LYMPHOMA SOC | |||||||
| 5 COMPUTER DR W STE 100 | ALBANY | NY | 12205 | PC | SUPPORT LIGHT THE NIGHT WALK | $500 | |
| MARSHALL COUNTY HISTORIC SOCIETY | |||||||
| PO BOX 267 | MOUNDSVILLE | WV | 26041 | PC | PURCHASE ARCHIVAL SUPPLIES | $1,500 | |
| MATER CHRISTI SCHOOL | |||||||
| 50 MANSFIELD AVENUE | BURLINGTON | VT | 05401 | PC | RENOVATE BASKETBALL COURT | $3,500 | |
| MID-OHIO VALLEY MULTI CULTURAL FEST | |||||||
| PO BOX 2050 | PARKERSBURG | WV | 26102 | PC | FUND KENYA SAFARI ACROBATICS | $2,500 | |
| MOUNTAIN LAUREL LEARNING COOPERATIV | |||||||
| PO BOX 26260 | DAVIS | WV | 26260 | PC | WINDOWS - THOMAS COMMUNITY CENTER | $4,000 | |
| NEW HISTORIC THOMAS | |||||||
| PO BOX 116 | THOMAS | WV | 26292 | PC | CONSTRUCT ADA MULT- USE TRAIL | $5,000 | |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SUPPORT MATCHING GRANT | $1,000 | |
| NORTH BRANCH NATURE CENTER | |||||||
| 713 ELM STREET | MONTPELIER | VT | 05602 | PC | SUPPORT BIRD BANDING PROGRAM | $3,000 | |
| NORTH COUNTRY ANIMAL LEAG | |||||||
| 3524 LAPORTE ROAD | MORRISVILLE | VT | 05661 | PC | GENERAL SUPPORT | $2,000 | |
| OHIO VALLEY ROWING CLUB | |||||||
| 2201 KEEVER STREET | PARKERSBURG | WV | 26101 | PC | REPLACE CLUBHOUSE ROOF | $5,000 | |
| OTTER CREEK CHILD CENTER | |||||||
| 150 WEYBRIDGE STREET | MIDDLEBURY | VT | 05753 | PC | INSTALL AND REFINISH FLOORS | $1,500 | |
| PARKERSBURG DAY NURSERY | |||||||
| 1021 MARKET STREET | PARKERSBURG | WV | 26101 | PC | GENERAL SUPPORT | $6,900 | |
| PARKERSBURG HIGH SCHOOL FOUNDATION | |||||||
| PO BOX 1762 | PARKERSBURG | WV | 26102 | PC | PURCHASE GRAPHIC CALCULATORS | $1,000 | |
| 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 | PROVIDE NON-PROFITS TECHNOLOGY UPGRA | $2,000 | |
| RIVER ARTS | |||||||
| 72 PLEASANT STREET | MORRISVILLE | VT | 05661 | PC | CHILDREN'S DIGITAL ARTS PROGRAM | $2,500 | |
| RIVER CITIES SYMPHONY ORCHESTRA | |||||||
| PO BOX 477 | PARKERSBURG | WV | 26102 | PC | PROGRAM SUPPORT | $3,500 | |
| SANDYVILLE COMMUNITY PRIDE INC | |||||||
| PO BOX 42 | SANDYVILLE | WV | 25275 | PC | PAVILLION & SIGNAGE FOR NATURE TRAIL | $2,500 | |
| SHADER-CROFT SCHOOL | |||||||
| 5 PEROTTA PLACE | BURLINGTON | VT | 05401 | PC | SUPPORT SUMMER LEARNING PROGRAM | $2,000 | |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | PC | FORMAL GARDEN RESTORATION PROJECT | $3,000 | |
| SHELBURNE MUSEUM | |||||||
| PO BOX 10 | SHELBURNE | VT | 05482 | PC | SUPPORT PHOTOGRAPHIC EXHIBIT | $5,000 | |
| 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 | UPGRADE COMPUTERS | $3,000 | |
| STOWE LAND TRUST | |||||||
| 699 SOUTH MAIN STREET | STOWE | VT | 05672 | PC | PURCHASE TOOLS FOR TRAIL MAINTENANCE | $3,500 | |
| THEATRE DE JEUNESSE | |||||||
| 1011 CREST VIEW DRIVE | CRESTON | WV | 26141 | PC | YOUNG ADULT THEATRE PROGRAM | $3,200 | |
| TWIN VALLEY SENIORS | |||||||
| 4583 US ROUTE 2 | EAST MONTPELIER | VT | 05651 | PC | SUPPORT MOVE TO NEW LOCATION | $1,000 | |
| VERMONT ADAPTIVE SKI AND SPORTS | |||||||
| 73 ALPINE DRIVE | KILLINGTON | VT | 05751 | PC | PURCHASE WATER SPORTS EQUIPMENT | $2,500 | |
| VERMONT FOLKLIFE CENTER | |||||||
| 88 MAIN STREET | MIDDLEBURY | VT | 05753 | PC | SUPPORT TWO TRAVELING EXHIBITS | $2,000 | |
| VERMONT PUBLIC RADIO | |||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | PC | SUPPORT JOURNALISM FUND | $2,000 | |
| VERMONT WORKS FOR WOMEN | |||||||
| 32A MALLETTS BAY AVE | WINOOSKI | VT | 05404 | PC | SUPPORT JANES OF ALL TRADES | $2,500 | |
| VSA VERMONT | |||||||
| 20 WEST CANAL STREET | WINOOSKI | VT | 05404 | PC | START WITH THE ARTS EARLY LITERACY | $2,500 | |
| WOOD COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 564 | PARKERSBURG | WV | 26102 | PC | PURCHASE PHELPS/TAVENOR HOUSE | $7,000 | |
| WOOD COUNTY MASTER GARDNERS | |||||||
| 1 COURTHOUSE AVENUE | PARKERSBURG | WV | 26101 | PC | BOYS & GIRLS CLUB COMMUNITY GARDEN | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,971 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157,757 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $103,825 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $261,604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $261,604 | 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 | $2,190 | Amt |
| Disbursements Charitable Prps | $2,190 | 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 (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN INC CORPORATE 3.45% 10/1/20 | $47,806 | $51,950 |
| BERKSHIRE HATHAWAY 4.25% 1/15/21 | $50,297 | $54,972 |
| GOLDMAN SACHS 3.75% 3/15/17 | $50,003 | $51,660 |
| JP MORGAN CHASE 4.4% 7/22/20 | $48,898 | $54,199 |
| PITNEY BOWES INC 4.75% 1/15/16 | $49,004 | $51,706 |
| PRUDENTIAL FIN 5.5% 3/15/16 | $99,693 | $105,355 |
| ST. JUDE MEDICAL 3.25% 4/15/23 | $97,951 | $99,969 |
| WALMART 4.25% 4/15/21 | $109,090 | $110,415 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 926 AFLAC INC | $57,621 | $56,569 |
| 2414 AT&T | $64,614 | $81,086 |
| 954 ABBOTT LABORATORIES | $25,164 | $42,949 |
| 3092 ALTRIA GROUP | $65,049 | $152,343 |
| 574 APPLE INC | $40,076 | $63,358 |
| 2,000 BARCLAYS PREFERRED STOCK | $50,000 | $51,860 |
| 13,021 CALAMOS CONVERTIBLE FUND | ||
| 6,682 CALAMOS CONVERTIBLE FUND | $107,250 | $111,366 |
| 4,858 CHEVRON | $10,092 | $544,970 |
| 2,606 CISCO SYSTEMS | $50,021 | $72,486 |
| 1,531 COCA COLA | $44,507 | $64,639 |
| 2,000 DB CONT CAP TRUST III | $50,002 | $55,400 |
| 9140.768 DOUBLELINE TOTAL RETURN FND | $100,007 | $100,274 |
| 4,800 EXXON MOBIL CORP | $1,160 | $443,760 |
| 16,805.996 FEDERATED TOTAL RETURN FD | ||
| 28,291.867 FEDERATED TOTAL RET 328 | $309,246 | $312,342 |
| 2.662 GENERAL ELECTRIC COMPANY | $60,162 | $67,269 |
| 975 HONEYWELL INTL INC | ||
| 1,066 ILLINOIS TOOL WORKS COMMON | $57,047 | $100,950 |
| 1902 INTEL CORP | $40,531 | $69,024 |
| 1,325 ISHARES DJ SELECT DIVIDEND | $77,664 | $105,205 |
| 2538 ITC HOLDINGS CORP COMMON | $57,069 | $102,611 |
| 800 JOHNSON & JOHNSON | $36,408 | $83,656 |
| 704 KINDER MORGAN ENERGY | ||
| 555 MCDONALDS CORP COMMON | $54,950 | $52,004 |
| 2,123 MICROSOFT CORP | $55,030 | $98,613 |
| 9,149 PIMCO TOTAL RETURN FUND | ||
| 3,111 PFIZER INC | $62,556 | $96,908 |
| 23,981 RIDGEWORTH SEIX HIGH YIELD | ||
| 11,990 RIDGEWORTH SEIX HIGH YIELD | $100,004 | $103,597 |
| 4,730 ROYCE TOTAL RETURN | $50,007 | $69,111 |
| 912 T ROWE PRICE GROUP INC | $54,994 | $78,304 |
| 14,514.33 T ROWE PRICE HIGH YLD FD | $100,041 | $98,407 |
| 7,923.93 TEMPLETON GLOBAL BOND FUND | $100,007 | $98,336 |
| 882 UNITED PARCEL SERVICE | $90,692 | $98,052 |
| 9,165.993 VANGUARD TOTAL BOND MKT IN | $99,726 | $99,634 |
| 2,568.022 VANGUARD HI YIELD DIV INDX | $57,498 | $69,902 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $50,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $54,708 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $16,428 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $16,428 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| POST OFFICE BOX RENT | $154 | $154 |
| POSTAGE | $153 | $153 |
| OFFICE SUPPLIES & EQUIPMENT | $749 | $749 |
| TELEPHONE | $593 | $593 |
| INTERNET | $1,040 | $1,040 |
| BANK FEES | $5 | $5 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES-UNITED BANK | CategoryTxt |
| Amt | $17,439 | Amt |
| Net Investment Income | $17,439 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL 990 TAX PMTS | $2,081 | ||
| PAYROLL TAXES | $2,371 | $229 | $2,142 |
| WV ANNUAL REPORT | $25 | $25 |