FURP.ORG / PUBLIC DATA EXPLORER

OAKLAND FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
OAKLAND FOUNDATION (EIN 55-0754353)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-01
IRS object ID
201831219349101043
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-01T14:25:54-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311624928PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TENNEY & ASSOCIATES LLC CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 ROSEMAR ROAD SUITE BAddressLine1Txt
CityPARKERSBURGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN550754353EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OAKLAND FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOAKLBusinessNameControlTxt
Phone8022535115PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 491AddressLine1Txt
CitySTOWECityNm
State AbbreviationVTStateAbbreviationCd
ZIP05672ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHERINE L COPPOCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8022538492PhoneNum
Signature2018-04-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAC LICHTERMAN CPAPreparerPersonNm
PTINP00575378PTIN
Phone3044289711PhoneNum
Preparation2018-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,524,084FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$395InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$395InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$395InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$142,232DividendsRevAndExpnssAmt
Dividends Net Invst Incm$142,232DividendsNetInvstIncmAmt
Dividends Adj Net Incm$142,232DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$9,917NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,117,159GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,917CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$338NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$152,544TotalRevAndExpnssAmt
Total Net Invst Incm$152,544TotalNetInvstIncmAmt
Total Adj Net Incm$142,965TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$31,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$3,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$28,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,862AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,862AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17,462OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,462OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$6,649TaxesRevAndExpnssAmt
Taxes Net Invst Incm$267TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$2,167TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,844OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,844OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$59,817TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,729TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$34,873TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$180,488ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$180,488ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$240,305TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,729TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$215,361TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$87,761ExcessRevenueOverExpensesAmt
Net Investment Income$131,815NetInvestmentIncomeAmt
Adjusted Net Income$142,965AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,379CashBOYAmt
Cash EOY$10,569CashEOYAmt
Cash EOYFMV$10,569CashEOYFMVAmt
Sav And Temp Cash Invst BOY$35,154SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$66,963SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$66,963SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$49,377USGovernmentObligationsBOYAmt
US Government Obligations EOY$49,445USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$49,293USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,964,039CorporateStockBOYAmt
Corporate Stock EOY$1,842,099CorporateStockEOYAmt
Corporate Stock EOYFMV$3,533,059CorporateStockEOYFMVAmt
Corporate Bonds BOY$870,183CorporateBondsBOYAmt
Corporate Bonds EOY$867,295CorporateBondsEOYAmt
Corporate Bonds EOYFMV$864,200CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$16,428LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$16,428LandBldgEquipAccumDeprecAmt
Total Assets BOY$2,924,132TotalAssetsBOYAmt
Total Assets EOY$2,836,371TotalAssetsEOYAmt
Total Assets EOYFMV$4,524,084TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,071AccountsPayableBOYAmt
Accounts Payable EOY$1,071AccountsPayableEOYAmt
Total Liabilities BOY$1,071TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,071TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,923,061RetainedEarningBOYAmt
Retained Earning EOY$2,835,300RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,923,061TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,835,300TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,924,132TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,836,371TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,923,061TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$87,761ExcessRevenueOverExpensesAmt
Subtotal$2,835,300SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,835,300TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UNITED BANK STCG - SEE ATTACHEDP$29,911$29,573$338$338
UNITED BANK LTCG - SEE ATTACHEDP$1,080,156$1,077,669$2,487$2,487
FieldValueIRS element (for citing)
Capital Gain Net Income$9,917CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$338NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$206,885AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,183,076NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049458DistributionYr1Rt
Adjusted Qlfy Distri Yr2$203,351AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,094,678NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049662DistributionYr2Rt
Adjusted Qlfy Distri Yr3$202,644AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,292,819NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047205DistributionYr3Rt
Adjusted Qlfy Distri Yr4$196,630AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,142,707NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047464DistributionYr4Rt
Adjusted Qlfy Distri Yr5$179,120AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,906,469NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045852DistributionYr5Rt
Total Distribution0.239641TotalDistributionRt
Average Distribution0.047928AverageDistributionRt
Net Vl Noncharitable Assets$3,962,255NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$189,903AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,318NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$191,221AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$215,361QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,318InvestmentIncomeExciseTaxAmt
Subtotal$1,318SubtotalAmt
Tax Based On Investment Income$1,318TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,280EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,280TotalPaymentsAndCreditsAmt
Overpayment$1,962OverpaymentAmt
Applied To ES Tax$1,962AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWVOrgReportOrRegisterStateCd
Org Report Or Register StateVTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKATHERINE L COPPOCKIndividualWithBooksNm
Phone8022535115PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1808 BARROWS RDAddressLine1Txt
CitySTOWECityNm
State AbbreviationVTStateAbbreviationCd
ZIP05672ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHERINE L COPPOCK
808 BARROWS RDSTOWEVT05672PRESIDENT16.00$14,000$0$0
JOHN S LUTZ
1109 7TH STREETPARKERSBURGWV26101VICE-PRES8.00$10,000$0$0
ATHEY LUTZ
1043 CORTLAND RDDAVISWV26260SECRETARY6.00$7,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,976,820AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,774AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,022,594TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,022,594AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$60,339CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,962,255NetVlNoncharitableAssetsAmt
Minimum Investment Return$198,113MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$198,113MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,318TaxBasedOnInvestmentIncomeAmt
Total Tax$1,318TotalTaxAmt
Distributable Before Adj$196,795DistributableBeforeAdjAmt
Distributable Before Ded$196,795DistributableBeforeDedAmt
Distributable As Adjusted$196,795DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$215,361ExpensesAndContributionsAmt
Qualifying Distributions$215,361QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,318PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$214,043AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$196,795DistributableAsAdjustedAmt
Undistributed Income PY$34,089UndistributedIncomePYAmt
Qualifying Distributions$215,361QualifyingDistributionsAmt
Applied To Year1$34,089AppliedToYear1Amt
Applied To Current Year$181,272AppliedToCurrentYearAmt
Undistributed Income CY$15,523UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKATHERINE COPPOCKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1808 BARROWS RDAddressLine1Txt
CitySTOWECityNm
State AbbreviationVTStateAbbreviationCd
ZIP05672ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8022534550RecipientPhoneNum
Form And Info And MaterialsSEE ATTACHED GUIDELINESFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE ATTACHED GUIDELINESSubmissionDeadlinesTxt
Restrictions On AwardsSEE ATTACHED GUIDELINESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACTORS GUILD OF PARKERSBURG
724 MARKET STREETPARKERSBURGWV26101PCHAZARDOUS MATERIALS INSPECTION$1,000
ALTZHEIMERS ASSOCIATION
300 CORNERSTONE DRIVEWILLISTONVT05495PCSUPPORT WALK TO END ALTZHEIMERS$1,000
ARTS BUS
C/O KIMBALL PUB LIBRARYRANDOLPHVT05060PCSUPPORT BLDG STEAM PRE-K PRGM$2,500
ARTSPRING
264 EAST AVENUETHOMASWV26292PCMARKETING FOR ARTSPRING EVENT$4,000PO BOX 156
AUDUBON VERMONT
255 SHERMAN HOLLOW ROADHUNTINGTONVT05462PCEXPAND K-2 FOREST FRIDAYS PRGM$1,000
AURORA PROJECT
PO BOX 14AURORAWV26705PCSUPPORT BARN DANCE FUND RAISER$1,595
BLACKWATER MINISTERIAL ASSOCIATION
737 WILLIAM AVENUEDAVISWV26260PCSUPPORT FOOD BANK$1,500
CANAAN VALLEY VOL FIRE DEPT
6563 APPALACHIAN HIGHWAYDAVISWV26260PCGENERAL SUPPORT$1,000
CATAMOUNT FILM AND ARTS COMPANY
115 EASTERN AVENUEST JOHNSBURYVT05189PCSUPPORT EPIC VIOLIN INSTRUCTION$1,000
CATHOLIC CHARITIES HURRICANE RELIEF
1226 MARKET STREETPARKERSBURGWV26101PCSUPPORT HURRICANE HARVY RELIEF$1,000
CHALLENGED ATHLETES AT TIMBERLINE
8203 FLAG RUNDAVISWV26260PCPROVIDE EQPT AND TRAINING$3,950
CHILDRENS HOME SOCIETY OF WV
2501 DUDLEY AVEPARKERSBURGWV26101PCFOSTER FAMILY RECRUITMENT & TRAINING$1,500
CRAFTSBURY PUBLIC LIBRARY
12 CHURCH LANECRAFTSBURY COMMONVT05827PCUPGRADE LIBRARY COMPUTER LIBRARY SYS$1,500
CRITTENDON FOUNDATION
2606 NATIONAL ROADWHEELINGWV26003PCSUPPORT TRAUMA INFORMED ELEM SCH PRB$5,000
FRIENDS OF SPRING HILL CEMETERY
PO BOX 453CHARLESTONWV25322PCSPONSOR HISTORIC REENACTMENTS$2,000
GLOBAL CAMPUSES FOUNDATION
43 SOUTH MAIN STREETRANDOLPHVT05060PCEDUCATN FOR INTELLECTUALLY DISABLED$2,000
GOVERNORS INSTITUTE OF VERMONT
4049 WILLSTON RDBURLINGTONVT05403PCSUPPORT LEARNING INSTITUTES HI SCH$2,500
GREEN MOUNTAIN CLUB
4711 WATERBURY-STOWE ROADWATERBURY CENTERVT05677PCRESTORE BOLTON LODGE$1,000
GREEN MOUNTAIN PERFORMING ARTS
37 COMMERCIAL DRIVEWATERBURYVT05676PCPURCHASE WEXER PLAYER$2,888
HEART OF THE HIGHLANDS
P O BOX 274DAVISWV26260PCPRODUCE TRAIL MAPS$5,000
HELEN DAY ART CENTER
90 POND STREETSTOWEVT05672PCSUPPORT INTERPRETIVE LEARNING PRGM$1,500
HELEN DAY ART CENTER
90 POND STREETSTOWEVT05672PCSUPPORT ART OF THE SELFIE EXHIBIT$1,000
HIGH ROCKS EDUCATIONAL CORPORATION
HIGHWAY COUNTY 64HILLSBOROWV24946PCSUMMER CAMP HEALTHY LIVING & WELLNES$4,000
HOME SHARE NOW
115 NORTH MAIN STREETBARREVT05641PCSUPPORT VISTA AIDE$1,500
HUMANE SOCIETY OF PARKERSBURG
530 29TH STREETPARKERSBURGWV26101PCSUPPORT BETTY LUTZ MEMORIAL FUNDRAIS$1,000
HUNGER FREE VERMONT
38 EASTWOOD DRIVESOUTH BURLINGTONVT05403PCSUPPORT NORTHEAST KINGDOM PROJECT$1,500
JULIA-ANN SQ HISTORICAL COMMUNITY
1001 JULIANA STREETPARKERSBURGWV26101PCREPLACE RIVERVIEW CEMTRY GATE, FENCE$1,500
LIVING WELL GROUP
1200 NORTH AVENUEBURLINGTONVT05408PCPROVIDE FRESH LOCAL TO ELDER CARE$1,000
MARSHALL COUNTY HISTORIC SOCIETY
PO BOX 267MOUNDSVILLEWV26041PCTRAIN VOLUNTEERS, PURCHASE EQPT$2,000
MID-OHIO VALLEY MULTI CULTURAL CENT
PO BOX 2050PARKERSBURGWV26102PCFUND TURKISH DRUM PERFORMANCE$3,500
MOUNT MANSFIELD WINTER ACADEMY
3576 MOUNTAIN ROADSTOWEVT05672OCOUTFIT NEW MMWA ATHLETIC CTR$2,000
MTN LAUREL LEARNING COOPERATIVE
P O BOX 304DAVISWV26260PCSUPPORT SUMMER CAMP$5,000
MTN LAUREL LEARNING COOPERATIVE
P O BOX 304DAVISWV26260PCGENERAL SUPPORT$3,000
NATURE CONSERVANCY WEST VIRGINIA
P O BOX 1432MCMURRAYPA15317PCSUPPORT MATCHING GRANT$5,000
NEW YORK CITY BALLET
20 LINCOLN CENTER PLAZANEW YORKNY10023PCGENERAL SUPPORT$1,000
NORTH BRANCH NATURE CENTER
713 ELM STREETMONTPELIERVT05602PCSUPPORT BIRD BANDING PRGRAM$2,500
NORTH COUNTRY ANIMAL LEAGUE
3524 LAPORTE ROADMORRISVILLEVT05661PCEQUIPMENT FOR PET ADOPTION CTR$1,905
NORTH COUNTRY ANIMAL LEAGUE
3524 LAPORTE ROADMORRISVILLEVT05661PCGENERAL SUPPORT$1,845
PARKERSBURG DAY NURSERY
1021 MARKET STREETPARKERSBURGWV26101PCINSTALL EMERGENCY LIGHTING$3,551
PARKERSBURG HIGH SCHOOL
2101 DUDLEY AVENUEPARKERSBURGWV26101PCPURCHASE NEW SCOREBOARD$5,000
PLANNED PARENTHOOD OF NEW ENGLAND
128 LAKESIDE AVE STE 301BURLINGTONVT05401PCHYDE PARK SLIDING SCALE FEE PROJECT$5,000
RIVER CITIES SYMPHONY ORCHESTRA
PO BOX 477PARKERSBURGWV26102PCPUBLIC PERF. & EDUCATIONAL OUTREACH$3,000
SW RESOURCES
1007 MARY STREETPARKERSBURGWV26101PCPURCHASE HYDRAULIC PAPERCUTTER$2,000
SHELBURNE MUSEUM
6000 SHELBURNE ROADSHELBURNEVT05482PCSUPPORT 2018 IN THE GARDEN EXHIBIT$5,000
SPECTRUM YOUTH & FAMILY SERVICES
31 ELMWOOD AVENUEBURLINGTONVT05401PCCONNECT IMMIGRANT YOUTH W/SOCIAL SVC$2,500
ST FRANCIS XAVIER CHURCH
532 MARKET STREETPARKERSBURGWV26101PCGENERAL SUPPORT$5,000
STERN CENTER FOR LANGUAGE & LEARNIN
183 TALCOTT ROADWILLISTONVT05495PCSTUDY POVERTY EFFECTS ON CHILDREN$3,500
STOWE MTB CLUB
P O BOX 3722STOWEVT05672PCRESTORE STORM DAMAGE-CADY HILLS TRL$1,000
TUCKER COMMUNITY FOUNDATION
100 EDUCATION LANEDAVISWV26260PCSUPPORT RUN FOR IT CHARITY RACE$4,000
TUCKER COUNTY HIGH SCHOOL
RT1 BOX 153HAMBLETONWV26269PC2017, 2016, 2015 COLLEGE SCHOLARSHIP$4,500
TRUST FOR PUBLIC LAND
3 SHIPMAN PLMONTPELIERVT05602PCSUPPORT CATAMOUNT OUTDOOR FAMILY CTR$5,000
VALLEY WOODWORKERS OF WV
300 12TH STREETDUNBARWV25064PCPURCHASE DEFIBRILLATOR$1,754
VERMONT ASSOC FOR BLINDVIS IMPAIRD
60 KIMBALL AVENUESOUTH BURLINGTONVT05403PCSUPPORT ASSISTANCE PROGRAMS$3,000
VERMONT CENTER OF ECOSTUDIES
PO BOX 420NORWICHVT05055PCBIOLOGICAL STUDY OF MT BREEDING BIRD$3,000
VERMONT COUNCIL ON RURAL DEVELOPMNT
43 STATE STREETMONTPELIERVT05602PCSUPPORT PRGM TO LESSEN CARBON USAGE$2,500
VERMONT HISTORICAL SOCIETY
60 WASHINGTON STREETBARREVT05641PCPROF DEVELOPMENT FOR LOCAL SOCIETIES$1,000
VERMONT WORKS FOR WOMEN
32A MALLETTS BAY AVEWINOOSKIVT05404PCSCHOLARSHIPS FOR MID SCH ROSIE'S GIR$2,500
VETERANS MUSEUM OF THE MOV
1829 7TH STREETPARKERSBURGWV26101PCSCHOLARSHIPS FOR YOUTH DOCENT VOL$3,500
WARM THE CHILDREN
PO BOX 345PARSONSWV26287PCWINTER CLOTHES FOR NEEDY CHILDREN$1,500
WELFARE OF ANIMALS GROUP
1011 CREST VIEW DRIVECRESTONWV26141PCLOW FUND SPAY & NEUTER PROGRAM$1,500
WEST VIRGINIA BOTANICAL GARDEN
1061 TYRONE ROADMORGANTOWNWV26508PCSUPPORT SUMMER NATURE CAMP$2,000
WEST VIRGINIA COUNCIL TROUT UNLIMTD
226 OAKWODD ROADCHARLESTONWV25314PCPURCHASE ELECTROFISHING UNIT$4,500
WVU AT PARKERSBURG FOUNDATION
300 CAMPUS DRPARKERSBURGWV26104PCSUPPORT WVUP FOUNDATION OAKLAND FUND$10,000
WOOD COUNTY ALT TRANSP COMMISSION
1 COURT SQUARE SUITE 203PARKERSBURGWV26101PCDEVELOP BIKE SAFETY PROGRAM$1,000
WOOD COUNTY HISTORICAL SOCIETY
PO BOX 565PARKERSBURGWV26102PCREPAIR TAVENNER HOUSE STUCCO$4,000
YMCA OF PARKERSBURG
1800 30TH STREETPARKERSBURGWV26101PCREPLACE CRACKED POOL STEPS$3,000
YOUTH SAFETY COUNCIL OF VT
292 COLONIAL DRIVEMIDDLEBURYVT05753PCSUPPORT TURN OFF TEXTING PROGRAM$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$180,488TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$395ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$142,232ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,917ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$152,544ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$152,544TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX SERVICESCategoryTxt
Amt$2,862Amt
Disbursements Charitable Prps$2,862DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRt
CHAIR1997-12-18$543$543200DB7.0000
BOOKCASE1997-01-12$76$76200DB7.0000
DELL COMPUTER2002-01-02$2,382$2,382200DB5.0000
STAPLES PRINTER2002-11-09$230$230200DB5.0000
COMPUTER EQUIPMENT1997-12-31$8,645$8,645200DB5.0000
LAPTOP2006-02-03$2,530$2,530200DB5.0000
DELL COMPUTER2007-12-28$2,022$2,022200DB5.0000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AETNA INC CORP 2.75% 11/15/22
AMGEN INC CORPORATE 3.45% 10/1/20
APPLE INC CORP BOND 2.7% 5/13/22
BECTON DICKINSON 3.45% 10/1/20
BERKSHIRE HATHAWAY 4.25% 1/15/21
GOLDMAN SACHS 3.75% 3/15/17
JP MORGAN CHASE 4.4% 7/22/20
ST. JUDE MEDICAL 3.25% 4/15/23
WALMART 4.25% 4/15/21
SYSCO CORP BOND 2.6% 6/12/22
ABBVIE INC 3.2% 11/6/22
ANERICAN EXPRESS CD 2.3% 11/25/2020
CAPITAL ONE BANK CD 1.6% 8/3/21
SYNCHRON BANK CD 3.3% 5/2/24
UNITED BANKFIXED INCOME-SEE ATTACHED$867,295$864,200

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,085.901 PRUDENTIAL JENNISON MID CA
1,154 PFIZER INC COMMON
1,325 ISHARES DJ SELECT DIVIDEND
165.700 HARBOR INTERNATIONAL FUND
1,902 INTEL CORP
1,955.174 NATIXIS VAUGHAN NELSON SMA
13,649.334 DOUBLELINE TOTAL RET
14,558.247 T ROWE PRICE HIGH YIELD
15,141.844 VANGUARD TOTAL BOND MARKE
200 SHIRE PLC COMMON STOCK
2,000 DB CONT CAP TRUST III
2,266 AT&T
2,526 MICROSOFT CORP
2,606 CISCO SYSTEMS
263.158 OPPENHEIMER INTERNATIONAL
2,298 ALTRIA GROUP
3,286.120 VANGUARD HI YIELD DIV INDX
36,774.729 FEDERATED TOTAL RETURN IN
396 MCDONALDS CORP COMMON
439.754 MATTHEWS ASIA GROWTH FUND
4,800 EXXON MOBIL CORP
4,858 CHEVRON
5,091.650 FEDERATED INSTITUTIONAL HI
574 APPLE INC
730 GENERAL ELECTRIC CORP COMPANY
8,665.511 WINSLOW OSTERWEIS STRT INC
464 JOHNSON & JOHNSON
878.734 HARDING LOEVNER INST
882 UNITED PARCEL SERVICE
912 T ROWE PRICE GROUP INC
954 ABBOTT LABORATORIES
827 FORTIS INC FOREIGN STOCK
UNITED BANK EQUITIES - SEE ATTACHED$644,709$2,285,929
UNITED BANK MUTUAL FDS-SEE ATTACHED$1,197,390$1,247,130

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$49,445USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$49,293USGovtObligationsEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$16,428CostOrOtherBasisAmt
Accumulated Depreciation$16,428AccumulatedDepreciationAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
POST OFFICE BOX RENT$76$76
POSTAGE$206$206
OFFICE SUPPLIES & EQUIPMENT$383$383
TELEPHONE$526$526
INTERNET$653$653

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE FEES-UNITED BANKCategoryTxt
Amt$17,462Amt
Net Investment Income$17,462NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL 990 TAX PMTS$4,215
PAYROLL TAXES$2,372$230$2,142
WV ANNUAL REPORT$25$25
FOREIGN TAXES$37$37