2024-03-12T23:26:39-04:00 2023-12-31 464272644 ASTORG & JONES CPAS AC 501 AVERY STREET SUITE 9000 PARKERSBURG WV 26101 990PF 2023-01-01 550754353 OAKLAND FOUNDATION INC OAKL 8022535115 P O BOX 491 STOWE VT 05672 KATHRINE L COPPOCK PRESIDENT 8022535115 2024-03-01 KATHERINE COPPOCK XXX-XX-XXXX true MAC LICHTERMAN CPA P00575378 3044226660 2024-03-05 2023 2023-04-26 12:10:37Z X 4868428 X X 38097 38097 102987 102987 12493 713619 12493 153577 153577 31000 3000 28000 2372 2372 3530 3530 27801 27761 464 439 25 2821 2821 67988 3439 64509 219175 219175 287163 3439 283684 -133586 150138 16093 10422 10422 1522263 424823 424823 1218403 2271701 4248949 265637 53699 49637 131716 134597 16428 16428 3022396 2892361 4868428 1071 1071 3551 1071 4622 X 3021325 2887739 3021325 2887739 3022396 2892361 3021325 -133586 2887739 2887739 UNITED BANK SHORT TERM P 138794 138544 250 250 ISHARES SHORT TREASURY BOND P 2022-12-28 2023-11-09 212737 211938 799 799 ISHARES TRUST 1-5 YR INVEST, P 2023-06-15 2023-10-19 216176 219527 -3351 -3351 UNITED BANK LONG TERM P 145239 131117 14122 14122 12493 11820 2087 2087 2087 2504 2504 417 417 false false false false false false false true true VT WV true false false false false true N/A KATHRINE L COPPOCK 8022535115 808 BARROWS RD STOWE VT 05672 false false false false true false false false false false false false false false false false false false false false false KATHRINE L COPPOCK 808 BARROWS RD STOWE VT 05672 PRESIDENT 12.00 14000 0 0 JOHN D LUTZ 1109 7TH STREET PARKERSBURG WV 26101 VICE-PRES 8.00 10000 0 0 ATHEY LUTZ 1048 CORTLAND RD DAVIS WV 26260 SECRETARY 6.00 7000 0 0 NONE NONE N/A 3998305 743116 10422 4751843 4751843 71278 4680565 234028 234028 2087 2087 231941 231941 231941 283684 283684 231941 31355 283684 31355 231941 20388 20388 0 20388 20388 OAKLAND FOUNDATION PO BOX 26103 PARKERSBURG WV 26103 8022535115 KLC@OAK.ORG SEE ATTACHED GRANT APPLICATION FORM FOUNDATION HAS FOUR ANNUAL GRANT APPLICATION DUE DATES, MARCH 1, JUNE 1, SEPTEMBER, DECEMBER 1. SEE GRANT REQUIREMENT IS THAT APPLICANTS ARE QUALIFIED NON- PROFIT ORGANIZATIONS OR OTHER QUALIFIED ENTITIES. THE OTHER REQUIREMENTS ARE LISTED IN THE GRANT APPLICATION GUIDELINES. ACTIVE SOUTHERN WEST VIRGINIA 116 NORTH HEBER ST STE B BECKLEY WV 25801 HEALTH EDUCATION PROGRAMS ALL AGES 10000 ALPINE HERITAGE PRESERVATION PO BOX 156 DAVIS WV 26292 RESTORE COTTILL'S OPERA HOUSE 18000 ARTSBRIDGE 925 MARKET ST PARKERSBURG WV 26101 ARTS ENCOUNTER PROGRAM 1600 BLACKWATER MINISTERIAL ASSOCIATION 315 WILLIAM AVE DAVIS WV 26260 SUPPORT FOOD BANK 5000 BOYS & GIRLS CLUB OF BURLINGTON 62 OAK ST BURLINGTN VT 05401 HELP PURCHASE TRANSPORTATION VAN 2000 BURLINGTON DISMAS HOUSE 96 BUELL ST BURLINGTON VT 05401 REPLACE GAS HEATING SYSTEM 1500 CANAAN VALLEY VOLUNTEER FIRE DEPT 6563 APPALACHIAN HWY DAVIS WV 26260 GENERAL SUPPORT 7000 COMMON ROOTS 1100 DORSET ST SOUTH BURLINGTON VT 05403 GROWING ORGANIC FOOD SUPPORT 4500 CRAFTSBURY PUBLIC LIBRARY 12 CHURCH LN CRAFTSBURY COMMON VT 05827 SUPPORT DIGITAL SERVICES 1000 CROSS VERMONT TRAIL ASSOCIATION 29 MAIN ST MONTPELIER VT 05601 CONNECT COMMUNITY TRAILS TO CVT 2000 FELLOWSHIP OF THE WHEEL PO BOX 1566 WILLISTON VT 05495 HOST COMMUNITY RIDES-PROMOTE BIKING 1000 FLYNN CENTER FOR THE PERFORMING ART 153 MAIN STREET BURLINGTON VT 05401 STUDENT MATINEES AND WORKSHOPS 3000 FRIENDS OF SPRING HILL CEMETARY 815 CUNNINGHAM LANE ST ALBANS WV 25177 HISTORICAL REENACTMENT 1980 FRIENDS OF STOWE FREE LIBRARY 90 POND ST STOWE VT 05672 GENERAL SUPPORT 1000 FRIENDS OF THE CHEAT 1343 PRESTON HWY KINGWOOD WV 26537 GENERAL SUPPORT 2000 GOOD FUN-D 4856 MOUNTAIN ROAD STOWE VT 05672 CREATE COLLABORATIVE CHILDREN'S BOOK 5000 GOOD SAMARITAN HAVEN 105 N SEMINARY ST BARRE VT 05641 PURCHASE AUTOMATED DEFIBULATOR 2000 HIGH ROCKS EDUCATIONAL CORPORATION HIGHWAY COUNTY 64 HILLSBOROWV WV 24946 SUMMER CAMP HEALTHY LIVING & WILLNES 4500 HIPPODROMECOLONY THEATRE 222 PUTNAM ST MARIETTA OH 45750 SINGER/SONGWRITER WORKSHOP 5000 INTERACT CHILDREN'S MUSEUM PO BOX 1481 ELKINS WV 26241 PART-TIME EMPLOYEE FOR SUMMER EVENTS 2500 MENTOR VERMONT 19 MARBLE AVE 4 BURLINGTON VT 05401 VOLUNTEER & MENTAL HEALTH TRAINING 2500 MID-OHIO VALLEY MULTICULTURAL CENTR PO BOX 2050 PARKERSBURG WV 26102 DRUM MAKING WORKSHOP FOR CHILDREN 4300 MONOGAHELA RIVER TRAILS 268 HIGH ST MORGANTOWN WV 26505 CONNECT COMMUNITIES TO TRAILS 5000 MONTPELIER ALIVE 39 MAIN ST MONTPELIER VT 05602 FLOOD RELIEF 5500 MORRISTOWN CENTENNIAL LIBRARY 7 RICHMOND ST MORRISTOWN VT 05661 PURCHASE TRAILER 5000 MTN LAUREL LEARNING COOPERATIVE P O BOX 304 DAVIS WV 26260 GENERAL SUPPORT 3000 NATURE CONSERVANCY VERMONT 575 STONE CUTTERS WAY MONTPELIER VT 05602 VERMONT CONSERVATION FELLOWSHIPS 1000 NORTH BRANCH NATURE CENTER 713 ELM STREET MONTPELIER VT 05602 BIRD BANDING & AMPHIBIAN CONSERVATIO 1000 NORTH COUNTRY ANIMAL LEAGUE 3524 LAPORTE ROAD MORRISVILLE VT 05661 GENERAL SUPPORT 1000 PARKERSBURGWOOD COUNTY PUBLIC LIBR 3100 EMERSON AVE PARKERSBURG WV 26104 CONSTRUCT WATER FEATURE FOR GARDEN 2095 PLANNED PARENTHOOD NORTHRN NEW ENG 784 HERCULES DR COLCHESTER VT 05446 SUPPORT BARRE OFFICE SLIDING SCALE 5000 RESOURCE 329 HARVEST LANE 200 WILLISTON VT 05495 WORKFORCE DEVEOPMENT TRAINING PROGRM 2500 RIVER ARTS 74 PLEASANT ST MORRISVILLE VT 05661 AFTERSCHOOL ENRICHMENT PROGRAMS 4000 SALVATION FARMS 49 PORTLAND STREET MORRISTOWN VT 05661 CONNECT FARMS TO LOCAL COMMUNITY SVC 5000 SHELBURNE FARMS 1611 HARBER ROAD SHELBURNE VT 05482 COACH BARN RESTORATION 5000 SHELBURNE MUSEUM 6000 SHELBURNE ROAD SHELBOURNE VT 05842 SUPPORT RAILROAD EXHIBIT 5000 SNOW SPORTS MUSEUM OF WEST VIRGINIA PO BOX 421 DAVIS WV 26260 GENERAL SUPPORT 5000 SOLARIS VOCAL ENSEMBLE 14 ASPEN DRIVE ESSEX JUNCTION VT 05452 FUND 2004 PERFORMANCES 2000 SPECTRUM YOUTH & FAMILY SERVICES 31 ELMWOOD AVE BURLINGTON VT 05401 CONNECT MULTICULTURAL YOUTH TO SERVI 5000 SPRUCE PEAK PERFORMING ARTS 122 HOURGLASS DRIVE STOWE VT 05672 SCHOLARSHIPS FOR SUMME CAMPS 1000 ST ALBANS CITY PARK 931 OBSERVATORY DRIVE ST ALBANS WV 25177 WA.LK ON THE WILD SIDE EVENT 2200 ST FRANCIS XAVIER CHURCH 532 MARKET STREET PARKERSBURG WV 26101 GENERAL SUPPORT 5000 STERN CENTER 183 TALCOTT RD 101 WILLISTON VT 05495 LEARNING LABS-SOCIAL COGNITION 2500 STOWE LAND TRUST 6 SUNSET ST STOWE VT 05672 WIESSNER WOODS TRAIL MAINTENANACE 1000 STOWE STORY LABS PO BOX 513 STOWE VT 05672 VERMONT FILM AND MUSIC FESTIVAL 1000 TABOR OPERA HOUSE 308 HARRISON AVE LEADVILLE CO 80461 SUPPOR OPERA HOUSE RENOVATION 1000 THE CURRENT 90 POND STREET STOWE VT 05672 PUBLIC GALLERY PROGRAMMING 5000 TUCKER COUNTY HIGH SCHOOL RT1 BOX 153 HAMBLETON WV 26269 2023 COLLEGE SCHOLARSHIP 1500 TUCKER COUNTY HIGH SCHOOL RT1 BOX 153 HAMBLETON WV 26269 2021 COLLEGE SCHOLARSHIP SECOND YEAR 1500 TUCKER COUNTY HIGH SCHOOL RT1 BOX 153 HAMBLETON WV 26269 2020 COLLEGE SCHOLARSHIP THIRD YEAR 1500 VERMONT ASSOCIATION FOR THE BLIND 60 KIBALL AVE SOUTH BURLINGTON VT 05103 EXPAND TECHNOLOGY TRAINING FOR BLIND 2000 VERMONT ENERGY PROGRAM 79 RUVER ST MONTPELIER VT 05602 STEM EDUCATION ENERGY & CLIMATE 2000 VERMONT FOLKLIFE CENTER 88 MAIN ST MIDDLEBURY VT 05753 FUND TRAVELING EXHIBIT & STORAGE 2000 VERMONT HISTORICAL SOCIETY 60 WASHINGTON ST SUITE 1 BARRE VT 05641 DOCUMENTARY ON ETHAN ALLEN 1000 VERMONT HUMANITIES 11 LOOMIS STREET MONTPELIER VT 05602 VERMONT READS-STATEWIDE PROGRAM 2000 VERMONT SYMPHONY ORCHESTRA 2 CHURCH ST MEZZANINE BURLINGTON VT 05401 SUPPORT SYMPHONY KIDS 2024 3000 VERMONT WORKS FOR WOMEN 32 MALLETTS BAY AVE WINOOSKI VT 05404 SUPPORT ROSIE'S GIRLS CAREER PROGRAM 3000 WARM THE CHILDREN PO BOX 345 PARSONS WV 26287 WINTER CLOTHING FOR NEEDY CHILDREN 2000 WELFARE FOR ANIMALS GROUP 1011 CREST VIEW DRIVE CRESTON WV 26141 GENERAL SUPPORT 1500 WEST VIRGINIA BOTANIC GARDEN 1061 TYRONE RD MORGANTOWN WV 26508 ADA PATHWAY CHILDREN'S GARDEN 2000 WEST VIRGINIA DIVISION OF FORESTRY 7 PLAYERS CLUB DRIVE CHARLESTON WV 25311 BOOKS&TRAVEL-LEARNING TREE WORKSHOP 5000 WV UNIVERSITY PARKERSBURG FOUNDATIO 300 CAMPUS DRIVE PARKERSBURG WV 26104 SUPPORT WUVUP FOUNDATION OAKLAND FND 10000 YESTERMORROW 7865 MAIN STREET WAITSFIELD VT 05673 WOODSHOP RESTORATION 6000 YOUNG WRITERS PROJECT 47 MAPLE STREET SUITE 216 BURLINGTON VT 05401 ARTS AND SPACE PROGRAM 5000 219175 14 38097 14 102987 18 15844 -3351 156928 -3351 153577 8 18 false false false false false false false false false false ACCOUNTING FEES 3530 3530 CHAIR 1997-12-18 543 543 200DB 7.0000 BOOKCASE 1997-01-12 76 76 200DB 7.0000 COMPUTER EQUIPMENT 1997-12-31 8645 8645 200DB 5.0000 DELL COMPUTER 2002-01-02 2382 2382 200DB 5.0000 STAPLES PRINTER 2002-11-09 230 230 200DB 5.0000 LAPTOP 2006-02-03 2530 2530 200DB 5.0000 DELL COMPUTER 2007-12-08 2022 2022 200DB 5.0000 UNITED BNK FIXED INCOME-SEE ATTACHE 53699 49637 UNITED BANK MISC. - SEE ATTACHED UNITED BANK EQUITIES-SEE ATTACHED 853670 2610771 UNITED BANK MUTUAL FDS-SEE ATTACHED 1418031 1638178 UNITED BANK MISC, ISHARES TRUST AT COST 131716 134597 16428 16428 EXPENSES INTERNET 527 527 P0ST OFFICE BOX FEES 402 402 POSTAGE 9 9 SUPPLIES 1174 1174 TELEPHONE 709 709 ACCRUED INCOME 3551 INVESTMENT FIDUCIARY FEES 27801 27761 WEST VIRGINIA ANNUAL REPORT 25 25 FOREIGN TAX WITHHELD 439 439 990-PF FEDERAL TAX PAYMENTS PENALTY