Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
OAKLAND FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 491
  Room/suite
City or town
STOWE
State or province
VT
Country  
ZIP or foreign postal code
05672
A Employer identification number

55-0754353
B Telephone number (see instructions)

8022535115
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$5,399,647J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 4,137 4,137  
4 Dividends and interest from securities... 134,990 134,990  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 30,058
b Gross sales price for all assets on line 6a 422,596
7 Capital gain net income (from Part IV, line 2)... 30,058
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
848    
12 Total. Add lines 1 through 11........ 170,033 169,185  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 31,000 7,000   24,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 2,372     2,372
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,100     4,100
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
33,731 30,960   2,771
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,034 902   25
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,402     2,402
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 75,639 38,862   35,670
25 Contributions, gifts, grants paid....... 239,845 230,845
26 Total expenses and disbursements. Add lines 24 and 25 ................ 315,484 38,862   266,515
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -145,451
b Net investment income (if negative, enter -0-) 130,323
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 36,676 16,563 16,563
2 Savings and temporary cash investments......... 301,665 39,792 39,792
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,387,796 Click to see attachment
List of Attached Documents:
// Content
1,520,398 		4,290,673
c Investments—corporate bonds (attach schedule)....... 1,024,841 Click to see attachment
List of Attached Documents:
// Content
1,015,164 		1,052,619
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis 16,428
Less: accumulated depreciation (attach schedule) 16,428      
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,750,978 2,591,917 5,399,647
Liabilities 17 Accounts payable and accrued expenses.......... 1,071 1,071
18 Grants payable.................   9,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 1,071 10,071
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,749,907 2,581,846
29 Total net assets or fund balances (see instructions)..... 2,749,907 2,581,846
30 Total liabilities and net assets/fund balances (see instructions). 2,750,978 2,591,917
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,749,907
2
Enter amount from Part I, line 27a .....................
2
-145,451
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,604,456
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
22,610
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,581,846
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a AMERICAN WATER WORKS P 2025-03-11 2025-12-04
b LONG TERM COVERED P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 17,568   19,834 -2,266
b 391,683   372,704 18,979
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -2,266
b       18,979
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 30,058
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,811
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,811
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,811
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,600
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 211
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofKATHRINE L COPPOCK Telephone no. (802) 253-5115

Located at808 BARROWS RDSTOWEVT ZIP+405672
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
KATHRINE COPPOCK PRESIDENT
000.00 		14,000 0 0
808 BARROWS RD
STOWE,VT05672
JOHN LUTZ VICE-PRESIDE
000.00 		7,000 0 0
1109 7TH STREET
PARKERSBURG,WV26101
ATHEY LUTZ SECRETARY
000.00 		10,000 0 0
1048 CORTLAND RD
DAVIS,WV26260
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,103,288
b
Average of monthly cash balances.......................
1b
100,223
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,203,511
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
5,203,511
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
78,053
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,125,458
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
256,273
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
256,273
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,811
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,811
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
254,462
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
254,462
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
254,462
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
266,515
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
266,515
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 254,462
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,774
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023...... 20,388
e From 2024...... 1,774
f Total of lines 3a through e ........ 22,162
4Qualifying distributions for 2025 from Part
XI, line 4: $ 266,515
a Applied to 2024, but not more than line 2a 1,774
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 254,462
e Remaining amount distributed out of corpus 10,279
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 32,441
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		32,441
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 20,388
d Excess from 2024 .... 1,774
e Excess from 2025 .... 10,279
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
OAKLAND FOUNDATION
PO BOX 26103
PARKERSBURG,WV26103
(802) 253-5115
KLC@OAK.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE ATTACHED GRANT APPLICATION FORM
cAny submission deadlines:
FOUNDATION HAS FOUR ANNUAL GRANT APPLICATION DUE DATES, MARCH 1, JUNE 1, SEPTEMBER 1, DECEMEBER 1. S
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANT REQUIREMENT IS THAT APPLICANTS ARE QUALIFIED NON- PROFIT ORGANIZATIONS OR OTHER QUALIFIED ENTITIES. THE OTHER REQUIREMENTS ARE LISTED IN THE GRANT APPLICATION GUIDELINES.
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACTIVE SOUTHERN WEST VIRGINIA

116 NORTH HERBER ST STE B
BECKLEY,WV25801 		    HEALTH EDUCATION PROGRAMS ALL AGES 5,000

ALPINE HERITAGE PRESERVATION

PO BOX 156
DAVIS,WV26292 		    RESTORE COTTILL'S OPERA HOUSE 5,000

APPALACHIAN EXPEDITIONS

262 8TH ST
DAVIS,WV26260 		    BACKCOUNTRY SCHOLARSHIPS 5,000

ARTHURDALE HERITAGE

18 Q RD
ARTHURDALE,WV26520 		    RESTORE PILLARS AND CHIMNEY 4,000

AURORA PROJECT

25208 GEORGE WASHINGTON H
AURORA,WV26705 		    PUBLICITY FOR BARN DANCE FUNDRAISER 1,505

BLACKWATER MINISTERIAL ASSOCIATION

315 WILLIAM AVE
DAVIS,WV26260 		    SUPPORT FOOD BANK 2,580

CANAAN VALLEY VOLUNTEER FIRE DEPT

6563 APPALACHIAN HWY
DAVIS,WV26260 		    GENERAL SUPPORT 4,850

CANCER PATIENT SUPPORT FOUNDATION

5399 WILLISTON RD
WILLISTON,VT05495 		    EMERGENCY FUND FOR FINANCIAL ASSIST 2,000

COMMON ROOTS

1100 DORSET ST
SOUTH BURLINGTON,VT05403 		    GROWING ORGANIC FOOD SUPPORT 3,000

CRAFTSBURY PUBLIC LIBRARY

149 COMMON LOOP
CRAFTSBURY,VT05827 		    SUMMER FAMILY ENGAGMENT AND SOCIAL P 2,000

DIOCESE OF WHEELINGCHARLESTON

1311 BYRON ST
WHEELING,WV26003 		    WEST VIRGINIA DISATER RELIEF 1,000

ECHO LEAHY CENTER

1 COLLEGE ST
BURLINGTON,VT05401 		    EARLY LEARNING PROGRAMS 2,500

ELDERLY SERVICES

112 EXCHANGE ST
MIDDLEBURY,VT05753 		    TRANSPORTATION SERVICES 2,000

FLORENCE CRITTENTION PROGRAM

2606 NATIONAL RD
WHEELING,WV26003 		    SUMMER SOCIAL AND EMOTIONAL LEARNING 3,000

FLYNN CENTER FOR THE PERFORMING ART

153 MAIN STREET
BURLINGTON,VT05401 		    SUPPORT STUDENT MATINEES 2,000

FOLSOM VOLUNTER FIRE DEPARTMENT

28372 SHORTLINE HWY
FOLSOM,WV26348 		    PURCHASE EMS TRAINING MANIKIN 2,500

FRIENDS OF SPRINGHILL CEMETERY

1555 FARNSWORTH DR
CHARLESTON,WV25301 		    ESTABLISH TREE WEBSITE 2,880

FRIENDS OF THE CHEAT

1343 PRESTON HWY
KINGWOOD,WV26537 		    GENERAL SUPPORT 1,000

GREEN MOUNTAIN ADAPTIVE SPORTS

PO BOX 473
HYDE PARK,VT05655 		    GENERAL SUPPORT 1,000

GREEN MOUNTAIN CLUB

4711 WATERBURY-STOWE RD
WATERBURY CENTER,VT05677 		    RESTORE TAFT LODGE 1,000

HACK FOUNDATION

15 FALLS RD
SHELBURNE,VT05482 		    SUPPORT STOWE ROBOTICS 500

HEART OF THE HIGHLANDS

PO BOX 274
DAVIS,WV26260 		    IMPROVE AND MAINTAIN TRAIL SYSTEM 5,000

HERITAGE WINOOSKI MILL

20 WINOOSKI FALLS WY
WINOOSKI,VT05404 		    ESTABLISH PERMANENT CHILD LABOR EXBI 2,000

HIGH ROCKS EDUCATIONAL CORP

HIGHWAY COUNTY 64
HILLSBORO,WV24946 		    AMERICORPS VOLUNTEER 4,000

HIGH ROCKS EDUCATIONAL CORP

HIGHWAY COUNTY 64
HILLSBORO,WV24946 		    SUMMER CAMP HEALTHY LIVING&WILLNES 5,000

HIPPODROMECOLONY HIST THEATRE

222 PUTNAM ST
MARIETTA,OH45750 		    MONTHLY SINGER/SONGWRITER PROGRAMS 2,000

HORIZONS CENTER FOR INDEPENDENT LIV

934 WILLIAMS ST
PARKERSBURG,WV26101 		    REPLACE HVAC SYSTEM 2,500

HUMANE SOCIETY OF PARKERSBURG

530 29TH ST
PARKERSBURG,WV26101 		    PUTTS FOR PAWS 500

LAKE CHAMPLAIN SAILING CENTER

505 LAKE ST
BURLINGTON,VT05401 		    SUPPORT LITTLE GUPPIES SAILING PRO 1,000

LAMOILLE COMMUNITY HOUSE

213 CLARK DR
HYDE PARK,VT05655 		    TRANSPORTATION PROGRAM 4,000

LAMOILLE RESTORATIVE CENTER

221 MAIN ST
HYDE PARK,VT05655 		    EMPLOYMENT AND EDU FOR AT-RISK YOUTH 2,000

MID-OHIO VALLEY MULTICULTRAL CENTR

PO BOX 2050
PARKERSBURG,WV26102 		    GRUPO FUEGO & SHAWN BOOKER PERFORMAN 4,500

MIGRANT JUSTICE

179 S WINOOSKI AVE 202
BURLINGTON,VT05401 		    SUPPORT VERMONT ASYLUM-SEEKERS 2,000

MONONGAHELA RIVER TRAILS

1005 ELKINS DR
MORGANTOWN,WV26505 		    PATH TO CONNECT PARKING LOT TO TRAIL 4,000

MONTEPELIER ALIVE

39 MAIN ST
MONTPELIER,VT05602 		    ENHANCE DOWNTOWN DISTRICT 2,500

MORRISTOWN CENTENNIAL LIBRARY

7 RICHMOND ST
MORRISVILLE,VT05661 		    CHILDRENS PROGRAMMING 2,000

MT MANSFIELD WINTER ACADEMY

65 ACADEMY WAY
STOWE,VT05672 		    CREATE MAKERSPACE ROOM 5,000

MTN LAUREL LEARNING COOPERATIVE

PO BOX 304
DAVIS,WV26260 		    PRO. TRAINING & MONTESSORI MATERIAL 5,120

NEIGHBORS IN ACTION

PO BOX 515
LYNDONVILLE,VT05851 		    EQUIPMENT FOR VOLUNTEERS 2,500

NORTH BRANCH NATURE CENTER

713 ELM STREET
MONTPELIER,VT05602 		    OWL BANDING & AMPHIAN CONSERVATION 2,000

PARKERSBURG ART CENTER

725 MARKET ST
PARKERSBURG,WV26101 		    PUBLISH PROMOTIONAL MAGAZINE 5,000

PLANNED PARENTHOOD NORTHRN NEW ENG

784 HERCULES DR
COLCHESTER,VT05446 		    SUPPORT BARRE OFFICE SLIDING SCALE 5,250

RIVER ARTS

74 PLEASANT ST
MORRISVILLE,VT05661 		    SUMMER CAMP PROGRAMS 2,000

SAGE MOUNTAIN BOTANICAL SANCTUARY

PO BOX 420
EAST BARRE,VT05649 		    AFTERSCHOOL AND SUMMER YOUTH NATURE 1,500

SALVATION FARMS

118 PORTLAND ST
PO BOX 1174
MORRISVILLE,VT05661 		    DISCOVER AND DISTRIBUTE UNUSED CROPS 1,500

SARANAM RETREAT CENTER

2282 GRASS LICK RUN
MONTROSE,WV26283 		    INSTALL ACCESSIBLE BATHROOM 5,000

SHELBURNE FARMS

1611 HARBER ROAD
SHELBURNE,VT05482 		    BREEDING BARN RESTORATION 5,000

SHELBURNE MUSEUM

6000 SHELBBURNE ROAD
SHELBURNE,VT05842 		    BIG RIVER 5,000

SNOW SPORTS MUSEUM OF WEST VIRGINIA

PO BOX 421
DAVIS,WV26260 		    GENERAL SUPPORT 4,000

SOLARIS VOCAL ENSEMBLE

14 ASPEN DRIVE
ESSEX JUNCTION,VT05452 		    SEASON PRINTING AND COPYING COSTS 2,000

SPECTRUM YOUTH AND FAMILY SERVICES

31 ELMWOOD AVE
BURLINGTON,VT05401 		    SUPPORT FOR MULTI-CULTURAL YOUTH 2,000

ST FRANCIS XAVIER CHURCH

532 MARKET ST
PARKERSBURG,WV26101 		    GENERAL SUPPORT 5,000

STERN CENTER

183 TALCOTT RD 101
WILLISTON,VT05495 		    FINANCIAL SUPPORT PROGRAM 4,000

STOWE COMMUNITY CHURCH

137 MAIN ST
STOWE,VT05672 		    GENERAL SUPPORT 1,500

STOWE COMMUNITY FUND

PO BOX 873
STOWE,VT05672 		    STOWE MIDDLE SCHOOL CHRISTMAS FUND 2,500

THE CURRENT

90 POND ST
STOWE,VT05672 		    PROGRAMMING AND EXHIBITIONS 1,000

TUCKER COUNTY CONNECTIONS

1051 CORTLAND RD
DAVIS,WV26260 		    EQUIPMENT AND SUPPLIES FOR ART CLASS 3,000

TUCKER COUNTY FAMILY RESOURCE DEV

104 EDUCATION LANE
PARSONS,WV26287 		    DEVELOP 4TH GRADE PHYSICAL FITNESS 4,900

TUCKER COUNTY HIGH SCHOOL

RT 1 BOX 153
HAMBLETON,WV26269 		    2025 SCHOLARSHIP FIRST YEAR 1,500

TUCKER COUNTY HIGH SCHOOL

RT 1 BOX 153
HAMBLETON,WV26269 		    2024 COLLEGE SCHOLARSHIP SECOND YEAR 1,500

TUCKER COUNTY HIGH SCHOOL

RT 1 BOX 153
HAMBLETON,WV26269 		    2023 COLLEGE SCHOLARSHIP THIRD YEAR 1,500

UPPERSIDE DOWN SECONDARY MICROSCHOO

18 MAPLE GROVE LANE
DAVIS,WV26260 		    STUDY OF NORTH AMERICAN HISTORY 3,300

VERMONT ASSOCIATION FOR THE BLIND

60 KIBALL AVE
SOUTH BURLINGTON,VT05103 		    SMART DEVICE TRAINING PROGRAM 2,000

VERMONT ENERGY EDUCATION

79 RIVER ST
MONTPELIER,VT05602 		    STEM AND ENERGY PROGRAMS 1,500

VERMONT FAMILY NETWORK

600 BLAIR PARK RD
WILLISTON,VT05495 		    SUPPORT FRIENDSHIP SCHOOL PROGRAMS 2,500

VERMONT FARM TO SCHOOL

115 2ND ST
NEWPORT,VT05855 		    SUPPORT BACKPACK/FOOD BOX PROGRAM 2,000

VERMONT FOODBANK

33 PARKER RD
BARRE,VT05641 		    SUPPORT YOUTH FOOD PROGRAMS 3,000

VERMONT HISTORICAL SOCIETY

60 WASHINGTON ST
BARRE,VT05641 		    HISTORICAL SOCIETIES AND MUSEUMS 1,000

VERMONT HUMANITIES

11 LOOMIS STREET
MONTPELIER,VT05602 		    SUPPORT STATEWIDE VT READS PROGRAM 2,000

VERMONT WORKS FOR WOMEN

32 MALLETTS BAY AVE
WINOOSKI,VT05404 		    SUPPORT ROSIE'S GIRLS CAREER PROGRAM 2,000

VERMONT YOUTH CONSERVATON CORPS

1949 E MAIN ST
RICHMOND,VT05477 		    HEALTH SHARE PROGRAM 2,000

VERMONT YOUTH ORCHESTRA

223 ETHAN ALLEN AVE
COLCHESTER,VT05446 		    INSTRUCTION FOR HAZEN UNION STUDENTS 1,000

WATERBURY MAKERSHERE

30 FOUNDRY ST
WATERBURY,VT05676 		    UPGRADE ELECTRIC EQUIP IN WORKSPACE 2,500

WELFARE FOR ANIMALS GROUP

1011 CREST VIEW DRIVE
CRESTON,WV26141 		    LOW COST SPAY AND NEUTER PROGRAM 1,500

WEST VIRGINIA BOTANIC GARDEN

1061 TYRONE RD
MORGANTOWN,WV26508 		    INSTALL OUTDOOR HYDRATION CENTER 2,000

WEST VIRGINIA DIVISION OF FORESTRY

7 PLAYERS CLUB DRIVE
CHARLESTON,WV25311 		    CHILDREN'S BOOKS FOR ENVO WORKSHOPS 4,960

WEST VIRGINIA UNIVERSITY

1500 UNIVERISTY AVENUE
MORGANTOWN,WV26506 		    SUPPORT WVU LIBRARY MTN AIR PROGRAM 3,000

WHEELING COUNTRY DAY SCHOOL

8 PARK RD
WHEELING,WV26003 		    LITERACY AND MATH PROGRAMS 4,000

WV UNIVERSITY PARKERSBURG FOUNDATIO

300 CAMPUS DRIVE
PARKERSBURG,WV26104 		    SUPPORT WVUP FOUNDATION OAKLAND FUND 10,000

YOUNG WRITERS PROJECT

47 MAPLE STREET SUITE 126
BURLINGTON,VT05401 		    WRITING AROUND CURRENT ISSUES 4,000
Total ................................. 3a 230,845
bApproved for future payment

ARTSBRIDGE
925 MARKET ST
PARKERSBURG,WV26101 		    ARTS ENCOUNTER PROGRAM 3,000

GARRETT REGIONAL MEDICAL CENTER
251 N 4TH ST
OAKLAND,MD21550 		    GENERAL SUPPORT 1,000

WEST VIRGINIA HIGHLANDS CONSERVANCY
PO BOX 306
CHARLESTON,WV25321 		    DATA CENTER CHALLENGE 5,000
Total ................................. 3b 9,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 4,137  
4 Dividends and interest from securities ....     14 134,990  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 13,345 16,713
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    14 848  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   153,320 16,713
13Total. Add line 12, columns (b), (d), and (e)..................
13
170,033
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
8 18
1A 18
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
OAKLAND FOUNDATION INC
EIN:
55-0754353
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,100     4,100

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 DepreciationSchedule
Name:
OAKLAND FOUNDATION INC
EIN:
55-0754353
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
CHAIR 1997-12-18 543 543 200DB 7.0000        
BOOKCASE 1997-01-12 76 76 200DB 7.0000        
COMPUTER EQUIPMENT 1997-12-31 8,645 8,645 200DB 5.0000        
DELL COMPUTER 2002-01-02 2,382 2,382 200DB 5.0000        
STAPLES PRINTER 2002-11-09 230 230 200DB 5.0000        
LAPTOP 2006-02-03 2,530 2,530 200DB 5.0000        
DELL COMPUTER 2007-12-08 2,022 2,022 200DB 5.0000        

TY 2025 InvestmentsCorpBondsSchedule
Name:
OAKLAND FOUNDATION INC
EIN:
55-0754353
Name of Bond End of Year Book Value End of Year Fair Market Value
UNITED BANK BONDS 1,015,164 1,052,619

TY 2025 InvestmentsCorpStockSchedule
Name:
OAKLAND FOUNDATION INC
EIN:
55-0754353
Name of Stock End of Year Book Value End of Year Fair Market Value
UNITED BANK SECURITIES 1,520,398 4,290,673

TY 2025 LandEtcSchedule2
Name:
OAKLAND FOUNDATION INC
EIN:
55-0754353
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
  16,428 16,428    


TY 2025 OtherDecreasesSchedule
Name:
OAKLAND FOUNDATION INC
EIN:
55-0754353
Description Amount
PRIOR PERIOD ADJUSTMENT 22,610


TY 2025 OtherExpensesSchedule
Name:
OAKLAND FOUNDATION INC
EIN:
55-0754353
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
INTERNET SERVICES 609     609
POSTAGE 167     167
POST OFFICE BOX RENT 596     596
SUPPLIES 320     320
TELEPHONE 710     710


TY 2025 OtherIncomeSchedule2
Name:
OAKLAND FOUNDATION INC
EIN:
55-0754353
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 848    


TY 2025 OtherProfessionalFeesSchedule
Name:
OAKLAND FOUNDATION INC
EIN:
55-0754353
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL SERVICES 2,771     2,771
INVESTMENT FIDUCIARY FEES 30,960 30,960    


TY 2025 TaxesSchedule
Name:
OAKLAND FOUNDATION INC
EIN:
55-0754353
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WEST VIRGINIA ANNUAL REPORT 25     25
FOREIGN TAX 902 902    
990PF PAYMENTS 1,107