Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE UNITED COMPANY CHARITABLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1005 GLENWAY AVENUE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRISTOL, VA242013473
A Employer identification number

54-1390453
B Telephone number (see instructions)

(276) 645-1406
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$46,225,025J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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 bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 192 192  
4 Dividends and interest from securities...... 1,364,376 1,364,376  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,301,281
b Gross sales price for all assets on line 6a 37,043,917
7 Capital gain net income (from Part IV, line 2)... 3,330,615
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).......   196,155  
12 Total. Add lines 1 through 11........ 4,665,849 4,891,338  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 41,761 0   41,761
14 Other employee salaries and wages...... 217,335 0   217,335
15 Pension plans, employee benefits....... 40,177 0   40,177
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 44,485 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 18,227 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 614,119 242,465   356,999
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 976,104 242,465   656,272
25 Contributions, gifts, grants paid........ 2,719,328 3,091,786
26 Total expenses and disbursements. Add lines 24 and 25 3,695,432 242,465   3,748,058
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 970,417
b Net investment income (if negative, enter -0-) 4,648,873
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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...............      
2 Savings and temporary cash investments.......... 323,384 823,340 823,340
3 Accounts receivable bullet110,781
Less: allowance for doubtful accounts bullet   89,091 110,781 110,781
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use............... 13,227 8,597 8,597
9 Prepaid expenses and deferred charges........... 7,565 6,883 6,883
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 28,336,846 Click to see attachment27,715,283 27,715,283
c Investments—corporate bonds (attach schedule)........ 0 Click to see attachment3,020,107 3,020,107
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 16,928,502 Click to see attachment14,503,562 14,503,562
14 Land, buildings, and equipment: basis bullet107,399
Less: accumulated depreciation (attach schedule) bullet70,927 53,619 Click to see attachment36,472 36,472
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 45,752,234 46,225,025 46,225,025
Liabilities 17 Accounts payable and accrued expenses.......... 57,097 71,219
18 Grants payable.................. 2,270,000 1,897,542
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 bullet) Click to see attachment7,584 Click to see attachment7,425
23 Total liabilities (add lines 17 through 22).......... 2,334,681 1,976,186
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 41,940,211 42,771,497
25 Temporarily restricted................    
26 Permanently restricted................ 1,477,342 1,477,342
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 43,417,553 44,248,839
31 Total liabilities and net assets/fund balances (see instructions).. 45,752,234 46,225,025
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 43,417,553
2 Enter amount from Part I, line 27a..................... 2 970,417
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 40,420
4 Add lines 1, 2, and 3.......................... 4 44,428,390
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 179,551
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 44,248,839
Form 990-PF (2014)
Form 990-PF (2014)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS 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 37,041,252   33,713,302 3,327,950
b 2,665     2,665
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       3,327,950
b       2,665
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 3,330,615
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 2,850,593 43,181,558 0.066014
2012 2,828,050 40,425,828 0.069957
2011 2,769,396 40,014,318 0.069210
2010 2,728,795 38,536,636 0.070810
2009 4,626,243 36,189,711 0.127833
2 Total of line 1, column (d) ...................... 2 0.403824
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.080765
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 45,701,649
5 Multiply line 4 by line 3....................... 5 3,691,094
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 46,489
7 Add lines 5 and 6......................... 7 3,737,583
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,750,218
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 46,489
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 0
3 Add lines 1 and 2........................... 3 46,489
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 46,489
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 64,300
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 64,300
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 17,811
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet17,811 RefundedBullet 11 0
Part VII-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 Instructions
for 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletWWW.UCCHARITABLE.COM
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (276) 645-1436
    Located atbullet1005 GLENWAY AVENUEBRISTOLVA ZIP+4bullet242013473
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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
    .........bullet
    c
    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 2014?.............
    1c
     
    No
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?........................
    b
    If "Yes," did it have excess business holdings in 2014 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 Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    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 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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
     
    No
    .........bullet
    c
    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?............
    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?.......................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    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
    JAMES W MCGLOTHLIN CHAIRMAN
    5.00     		0 0 0
    1005 GLENWAY AVENUE
    BRISTOL,VA242013473
    LOIS A CLARKE PRESIDENT/TREASURER/DIRECT
    10.00     		41,761 1,514 0
    1005 GLENWAY AVENUE
    BRISTOL,VA242013473
    N D STREET SECRETARY/DIRECTOR
    1.00     		0 0 0
    1005 GLENWAY AVENUE
    BRISTOL,VA242013473
    FRANCES G MCGLOTHLIN DIRECTOR
    1.00     		0 0 0
    1005 GLENWAY AVENUE
    BRISTOL,VA242013473
    FAY H STREET DIRECTOR
    1.00     		0 0 0
    1005 GLENWAY AVENUE
    BRISTOL,VA242013473
    DAVID A STREET DIRECTOR
    1.00     		0 0 0
    1005 GLENWAY AVENUE
    BRISTOL,VA242013473
    BARBARA J BJERKE ASSISTANT TREASURER
    1.00     		0 0 0
    1005 GLENWAY AVENUE
    BRISTOL,VA242013473
    JULIA K SMITH ASSISTANT SECRETARY
    1.00     		0 0 0
    1005 GLENWAY AVENUE
    BRISTOL,VA242013473
    MARTHA MCGLOTHLIN GAYLE DIRECTOR
    1.00     		0 0 0
    1005 GLENWAY AVENUE
    BRISTOL,VA242013473
    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
    ROSE HURLEY COLLEGE & CAREER COU
    40.00     		51,670 2,328 0
    1760 EDGEWATER DRIVE
    GRUNDY,VA24614
    Total number of other employees paid over $50,000...................bullet 0
    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
    UNITED MANAGEMENT COMPANY LLC INVESTMENT MANAGEMENT 229,194
    1005 GLENWAY AVENUE
    BRISTOL,VA24201
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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 PROVIDE ONE MEAL/DAY FIVE DAYS A WEEK TO 900 LOW-INCOME PEOPLE IN THE BRISTOL, VA COMMUNITY. MEALS ARE DELIVERED VIA 2 VANS THAT TRAVEL TO THE HOMES OF THE RECIPIENTS. 385,336
    2 CAMP SUCCESS IS A WEEK-LONG PROGRAM FOR MOUNTAIN MISSION SCHOOL JUNIORS & SENIORS THAT EMPHASIZES LEADERSHIP, EDUCATION, AND INTELLECTUAL CURIOSITY. IN 2014, PARTICIPANTS SPENT A WEEK IN NEW YORK CITY EXPLORING AND LEARNING. 53,962
    3 COLLEGE AND CAREER COUNSELOR WORKS AT MOUNTAIN MISSION SCHOOL (GRUNDY, VA) AND ASSISTS STUDENTS WITH THE COLLEGE APPLICATION PROCESS, FINANCIAL AID AND MATRICULATION PROCEDURES. ALSO OVERSEES SCHOLARSHIP PROGRAM FOR MOUNTAIN MISSION SCHOOL GRADUATES. 70,556
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    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
    44,217,234
    b
    Average of monthly cash balances.......................
    1b
    2,180,379
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    46,397,613
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    46,397,613
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    695,964
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    45,701,649
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,285,082
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,285,082
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    46,489
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    46,489
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,238,593
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,238,593
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,238,593
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,748,058
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    2,160
    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 V, line 8, and Part XIII, line 4
    4
    3,750,218
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    46,489
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,703,729
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 2,238,593
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 2,837,507
    b From 2010....... 834,861
    c From 2011....... 796,315
    d From 2012....... 844,008
    e From 2013....... 800,415
    fTotal of lines 3a through e......... 6,113,106
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 3,750,218
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 2,238,593
    e Remaining amount distributed out of corpus 1,511,625
    5 Excess distributions carryover applied to 2014. 0 0
    (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 7,624,731
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		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) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		2,837,507
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		4,787,224
    10 Analysis of line 9:
    a Excess from 2010.... 834,861
    b Excess from 2011.... 796,315
    c Excess from 2012.... 844,008
    d Excess from 2013.... 800,415
    e Excess from 2014.... 1,511,625
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2014, enter the date of the ruling.......bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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, b, or c 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 X, 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 XV
    Supplementary Information (Complete this part only if the organization 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 bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ROSE HURLEY MOUNTAIN MISSION SCHOOL
    1760 EDGEWATER DRIVE
    GRUNDY,VA24614
    (276) 791-1514
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANTS MUST HAVE PREVIOUSLY APPLIED TO, AND RECEIVED AN OFFICIAL NOTIFICATION OF ACCEPTANCE FROM, AN ACCREDITED UNIVERSITY OR COLLEGE IN THE UNITED STATES. APPLICATIONS MUST BE SUBMITTED USING THE FOUNDATION'S SCHOLARSHIP APPLICATION FORM. THE FOLLOWING ITEMS MUST BE INCLUDED: OFFICIAL HIGH SCHOOL OR COLLEGE TRANSCRIPT, FINANCIAL AID AWARD LETTER, STUDENT AID REPORT FROM FAFSA, AND OFFICIAL SCHOOL INVOICE AND CLASS SCHEDULE. ALL SCHOLARSHIP REQUESTS FOR THE SPRING SEMESTER MUST ALSO INCLUDE A COPY OF THE STUDENT'S GRADES FROM THE FALL (EITHER AN OFFICIAL GRADE REPORT OR A TRANSCRIPT FROM THE SCHOOL). STUDENTS MUST REAPPLY FOR A SCHOLARSHIP EACH YEAR.
    cAny submission deadlines:
    DEADLINES FOR APPLICATIONS ARE JULY 1 FOR FALL SEMESTER AND DECEMBER 1 FOR SPRING SEMESTER.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE SCHOLARSHIP PROGRAM SUPPLEMENTS FINANCIAL AID AND OTHER SUPPORT TO HELP COVER THE COST OF COLLEGE TUITION, FEES, ROOM AND BOARD, BOOKS, AND SUPPLIES. STUDENTS MUST BE ENROLLED WITH A MINIMUM OF 12 CREDIT HOURS PER SEMESTER. STUDENTS MAY REQUEST A MAXIMUM OF $25,000 PER YEAR. STUDENTS MUST BE ENROLLED AT MOUNTAIN MISSION SCHOOL, GRUNDY, VA (MMS) FROM GRADES 9 THROUGH 12 TO BE ELIGIBLE FOR SUPPORT. SCHOLARSHIPS ARE GIVEN FOR THE BENEFIT OF INDIVIDUAL STUDENTS WHO HAVE NO RELATIONSHIP TO DISQUALIFIED PERSONS. STUDENTS MUST DEMONSTRATE FINANCIAL NEED BY QUALIFYING FOR A FEDERAL PELL GRANT. STUDENTS MUST ACCEPT ANY FEDERAL DIRECT SUBSIDIZED LOANS OR PERKINS LOANS OFFERED. STUDENTS ARE ELIGIBLE FOR 4 CONSECUTIVE CALENDAR YEARS AFTER GRADUATION FROM MMS. STUDENTS SHOULD HAVE AT LEAST A 2.75 CUMULATIVE GPA FROM MMS (ON A 4.0 SCALE) AND MAINTAIN A 2.5 CUMULATIVE GPA IN COLLEGE (ON A 4.0 SCALE). THE MAX FOR BOOKS AND SUPPLIES PER STUDENT IS $750 FOR THE FIRST SEMSESTER AND $500 THEREAFTER.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    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
    ALICE LLOYD COLLEGE
    100 PURPOSE ROAD
    PIPPA PASSES,KY37620     		NONE NC-SCHOOL SCHOLARSHIPS FOR NEEDY STUDENTS 5,000
    AMERICAN CANCER SOCIETY
    245 BIRCH STREET
    BLOUNTVILLE,TN37617     		NONE PC SULLIVAN COUNTY TN RELAY FOR LIFE 9,000
    AMERICAN CANCER SOCIETY
    PO BOX 406
    VANSANT,VA24656     		NONE PC BUCHANAN COUNTY VA RELAY FOR LIFE 1,000
    BARTER FOUNDATION INC
    PO BOX 867
    ABINGDON,VA24212     		NONE PC GENERAL SUPPORT/ARTS EDUCATION 25,000
    BIG BROTHERS BIG SISTERS OF EAST TENNESSEE
    119 W SUMMIT HILL DRIVE 101
    KINGSPORT,TN37902     		NONE PC ONE TO ONE MENTORING PROGRAM 2,500
    BIRTHPLACE OF COUNTRY MUSIC ALLIANCE
    416 STATE ST SUITE A
    BRISTOL,TN37620     		NONE PC SUPPORT OF 15TH ANNUAL RHYTHM & ROOTS FESTIVAL 15,000
    BOY SCOUTS OF AMERICA SEQUOYAH COUNCIL
    129 BOONE RIDGE DRIVE
    JOHNSON CITY,TN37615     		NONE PC PROMOTE VALUE-DRIVEN PROGRAM OF YOUTH DEVELOPMENT 25,000
    BOYS AND GIRLS CLUB OF BRISTOL INC
    PO BOX 1074
    BRISTOL,VA24203     		NONE PC INSPIRE DISADVANTAGED YOUTH TO REALIZE THEIR FULL POTENTIAL 30,000
    BRISTOL EMERGENCY FOOD PANTRY
    PO BOX 1471
    BRISTOL,VA242031471     		NONE PC GENERAL SUPPORT 25,000
    BRISTOL FAITH IN ACTION
    703 CHESTER STREET
    BRISTOL,VA24201     		NONE PC ASSIST HOUSEHOLD OF DISABLED BRISTOL AREA 25,000
    BRISTOL LIFE SAVING CREW
    1601 EUCLID AVENUE
    BRISTOL,VA24201     		NONE PC GENERAL SUPPORT 2,500
    BRISTOL TENNESSEE POLICE DEPARTMENT
    801 ANDERSON STREET
    BRISTOL,VA37620     		NONE NC-GOVERNMENTAL BENEVOLENT FUND 1,000
    BRISTOL VIRGINIA FIRE DEPARTMENT
    211 LEE ST
    BRISTOL,VA24201     		NONE NC-GOVERNMENTAL GENERAL SUPPORT 2,500
    BRISTOL VIRGINIA POLICE DEPARTMENT
    501 SCOTT STREET
    BRISTOL,VA24201     		NONE NC-GOVERNMENTAL GENERAL SUPPORT 5,000
    BUCHANAN COUNTY DEPT OF SOCIAL SERVICES
    3174 SLATE CREEK ROAD
    GRUNDY,VA24614     		NONE NC-GOVERNMENTAL COAL MINERS CHRISTMAS & SPECIAL NEEDS PROGRAM 2,500
    BUCHANAN COUNTY YOUTH INCORPORATED
    PO BOX 1139
    GRUNDY,VA24614     		NONE PC RAM CLINIC IN GRUNDY 5,000
    CENTRA COLLEGE OF NURSING
    1501 LAKESIDE DRIVE
    LYNCHBURG,VA24501     		NONE NC-SCHOOL EDUCATION - BOOKS 486
    CHILDREN'S ADVOCACY CENTER OF SULLIVAN COUNTY
    150 BLOUNTVILLE BYPASS
    BLOUNTVILLE,TN37617     		NONE PC GENERAL SUPPORT 3,000
    CHILDREN'S ADVOCACY CENTER OF WASHINGTON COUNTY
    PO BOX 16231
    BRISTOL,VA21451     		NONE PC GENERAL SUPPORT 5,000
    COMMUNITIES IN SCHOOLS OF VIRGINIA
    220 LEE STREET
    BRISTOL,VA24201     		NONE PC PROVIDE SHOES, CLOTHING, FOOD FOR STUDENTS IN NEED; EXPAND BEFORE/AFTER SCHOOL PROGRAM 42,500
    COMMUNITY SCHOOL OF NAPLES
    13275 LIVINGSTON ROAD
    NAPLES,FL34109     		NONE PC LIBRARY/MEDIA CENTER 10,000
    CROSSROADS MEDICAL MISSION
    PO BOX 16852
    BRISTOL,VA242096852     		NONE PC SUPPORT MOBILE MEDICAL CLINIC FOR THE UNDERSERVED & TRI CITIES 50,000
    EAST TENNESSEE STATE UNIVERSITY
    807 UNIVERSITY PARKWAY
    JOHNSON CITY,TN376141700     		NONE NC-SCHOOL EDUCATION - TUITION 10,996
    EAST TENNESSEE STATE UNIVERSITY
    807 UNIVERSITY PARKWAY
    JOHNSON CITY,TN376141700     		NONE NC-SCHOOL EDUCATION - BOOKS 465
    EMORY AND HENRY COLLEGE
    PO BOX 947
    EMORY,VA243270947     		NONE NC-SCHOOL EDUCATION - TUITION 37,679
    EMORY AND HENRY COLLEGE
    PO BOX 947
    EMORY,VA243270947     		NONE NC-SCHOOL EDUCATION - BOOKS 961
    FEEDING AMERICA SOUTHWEST VIRGINIA
    1025 ELECTRIC ROAD
    SALEM,VA24153     		NONE PC ESTABLISH MOBILE FOOD PANTRY PROGRAM & GENERAL SUPPORT 25,000
    FEEDING MY SHEEP INC
    PO BOX 970
    VANSANT,VA24656     		NONE PC PROVIDE FOOD ASSISTANCE IN BUCHANAN COUNTY 25,000
    FOOD BANK OF WISE COUNTY INCORPORATED
    PO BOX 2977
    WISE,VA24293     		NONE PC PROVIDE FOOD ASSISTANCE IN WISE COUNTY 25,000
    FOUNDATION FOR EDUCATIONAL AND DEVELOPMENTAL OPPORTUNITIES INC (DBA MORRIS
    139 TERRACE DRIVE
    BRISTOL,VA24202     		NONE PC GENERAL SUPPORT 25,000
    FOUNDATION FOR EDUCATIONAL AND DEVELOPMENTAL OPPORTUNITIES INC (DBA MORRIS
    139 TERRACE DRIVE
    BRISTOL,VA24202     		NONE PC BUILDING CONSTRUCTION 821,013
    GIRL SCOUT COUNCIL OF THE SOUTHERN APPALACHIANS INC
    1100 WOODLAND AVENUE
    JOHNSON CITY,TN37601     		NONE PC GENERAL SUPPORT 5,000
    GIRLS INC OF BRISTOL
    613 HIGHLAND AVENUE
    BRISTOL,VA24201     		NONE PC FUND PEERSUATION, OPERATION SMART, ECON LITERACY PROG 5,000
    GOOD SAMARITAN FOOD PANTRY
    106 VETERANS DRIVE
    RICHLANDS,VA24641     		NONE PC GENERAL SUPPORT 10,000
    HANDS ON REGIONAL MUSEUM
    315 E MAIN STREET
    JOHNSON CITY,TN37601     		NONE PC FUNDING FOR PATHWAYS TO STEM 5,000
    HEAL FOUNDATION INC
    PO BOX 140
    PONTE VEDRA BEACH,FL32004     		NONE PC PROGRAMS & SERVICES FOR THOSE WITH AUTISM 12,500
    HEALING HANDS HEALTH CENTER INC
    210 MEMORIAL DR
    BRISTOL,TN37620     		NONE PC PEDIATRIC DENTAL OUTREACH PROGRAM 90,000
    HOLSTON UNITED METHODIST HOME FOR CHILDREN INC
    404 HOLSTON DRIVE
    GREENVILLE,TN37744     		NONE PC GENERAL SUPPORT 200,000
    INVER HILLS COMMUNITY COLLEGE
    2500 80TH ST E
    INVER GROVE HEIGHTS,MN55076     		NONE NC-SCHOOL EDUCATION - BOOKS 1,000
    JOHNSON UNIVERSITY
    7900 JOHNSON DR
    KNOXVILLE,TN37998     		NONE NC-SCHOOL EDUCATION - TUITION 24,774
    JOHNSON UNIVERSITY
    7900 JOHNSON DR
    KNOXVILLE,TN37998     		NONE NC-SCHOOL EDUCATION - BOOKS 1,370
    JUNIOR ACHIEVEMENT USA
    330 BROAD STREET SUITE 1
    KINGSPORT,TN37660     		NONE PC JUNIOR ACHIEVEMENT BUSINESS HALL OF FAME 10,000
    KING UNIVERSITY
    1350 KING COLLEGE RD
    BRISTOL,TN37620     		NONE NC-SCHOOL EDUCATION - TUITION 855
    LEE STREET BAPTIST CHURCHLEE STREET COMMUNITY CENTER
    1 WEST MARY STREET
    BRISTOL,VA24201     		NONE PC CHILD CARE CENTER SUPPORT 25,000
    LIBERTY UNIVERSITY
    1971 UNIVERSITY BOULEVARD
    LYNCHBURG,VA24502     		NONE NC-SCHOOL EDUCATION - TUITION 62,346
    LIBERTY UNIVERSITY
    1971 UNIVERSITY BOULEVARD
    LYNCHBURG,VA24502     		NONE NC-SCHOOL EDUCATION - BOOKS 3,546
    LONGWOOD COLLEGE
    302 HIGH ST
    FARMVILLE,VA23909     		NONE NC-SCHOOL EDUCATION - TUITION 400
    LONGWOOD COLLEGE
    302 HIGH ST
    FARMVILLE,VA23909     		NONE NC-SCHOOL EDUCATION - BOOKS 583
    LONGWOOD COLLEGE
    302 HIGH ST
    FARMVILLE,VA23909     		NONE NC-SCHOOL EDUCATION - ROOM & BOARD 782
    LYNCHBURG COLLEGE
    1501 LAKESIDE DRIVE
    LYNCHBURG,VA24501     		NONE NC-SCHOOL EDUCATION - TUITION 14,888
    LYNCHBURG COLLEGE
    1502 LAKESIDE DRIVE
    LYNCHBURG,VA24502     		NONE NC-SCHOOL EDUCATION - BOOKS 711
    MILLIGAN COLLEGE
    PO BOX 500
    MILLIGAN COLLEGE,TN37682     		NONE NC-SCHOOL EDUCATION - TUITION 38,746
    MILLIGAN COLLEGE
    PO BOX 500
    MILLIGAN COLLEGE,TN37682     		NONE NC-SCHOOL EDUCATION - BOOKS 3,125
    MINNEAPOLIS COMMUNITY & TECHNICAL COLLEGE
    1501 HENNEPIN AVE
    MINNEAPOLIS,MN55403     		NONE NC-SCHOOL EDUCATION - TUITION 1,905
    MOUNTAIN STATES FOUNDATION
    2335 KNOB CREEK ROAD SUITE 101
    JOHNSON CITY,TN37604     		NONE PC NISWONGER CHILDREN'S HOSPITAL 15,000
    NORTHERN VA COMMUNITY COLLEGE
    6699 SPRINGFIELD CENTER DR
    SPRINGFIELD,VA22150     		NONE NC-SCHOOL EDUCATION - TUITION 1,226
    OHIO STATE UNIVERSITY
    281 W LANE AVE
    COLUMBUS,OH43210     		NONE NC-SCHOOL EDUCATION - TUITION 12,500
    OHIO STATE UNIVERSITY
    281 W LANE AVE
    COLUMBUS,OH43210     		NONE NC-SCHOOL EDUCATION - BOOKS 750
    OHIO UNIVERSITY
    1 OHIO UNIVERSITY
    ATHENS,OH45701     		NONE NC-SCHOOL EDUCATION - TUITION 29,282
    OHIO UNIVERSITY
    1 OHIO UNIVERSITY
    ATHENS,OH45701     		NONE NC-SCHOOL EDUCATION - BOOKS 1,465
    OLD DOMINION UNIVERSITY
    5115 HAMPTON BOULEVARD
    NORFOLK,VA23529     		NONE NC-SCHOOL EDUCATION - TUITION 12,489
    OLD DOMINION UNIVERSITY
    5115 HAMPTON BOULEVARD
    NORFOLK,VA23529     		NONE NC-SCHOOL EDUCATION - BOOKS 1,113
    OLD DOMINION UNIVERSITY
    5115 HAMPTON BOULEVARD
    NORFOLK,VA23529     		NONE NC-SCHOOL EDUCATION - ROOM & BOARD 3,776
    PACE UNIVERSITY
    1 PACE PLAZA
    NEW YORK CITY,NY10038     		NONE NC-SCHOOL EDUCATION - TUITION 72,842
    PACE UNIVERSITY
    1 PACE PLAZA
    NEW YORK CITY,NY10038     		NONE NC-SCHOOL EDUCATION - BOOKS 2,963
    PACE UNIVERSITY
    1 PACE PLAZA
    NEW YORK CITY,NY10038     		NONE NC-SCHOOL EDUCATION - ROOM & BOARD 1,200
    PARTNERSHIPS FOR AMERICA
    6TH STREET SUITE 351
    BRISTON,TN37620     		NONE PC CUDDLE ME DIAPER PROGRAM 15,000
    PENN STATE
    UNIVERSITY PARK
    STATE COLLEGE,PA16801     		NONE NC-SCHOOL EDUCATION - TUITION 25,000
    PENN STATE
    UNIVERSITY PARK
    STATE COLLEGE,PA16801     		NONE NC-SCHOOL EDUCATION - BOOKS 1,250
    PRESBYTERIAN CHILDREN'S HOME OF THE HIGHLANDS INC
    425 GRAYSON ROAD
    WYTHEVILLE,VA24382     		NONE PC HELP SERVE YOUNG PEOPLE/FAMILIES IN CRISIS 20,000
    QUINNIPIAC UNIVERSITY
    275 MOUNT CARMEL AVENUE
    HAMDEN,CT06518     		NONE NC-SCHOOL EDUCATION - TUITION 172,141
    QUINNIPIAC UNIVERSITY
    275 MOUNT CARMEL AVENUE
    HAMDEN,CT06518     		NONE NC-SCHOOL EDUCATION - BOOKS 8,488
    QUINNIPIAC UNIVERSITY
    275 MOUNT CARMEL AVENUE
    HAMDEN,CT06518     		NONE NC-SCHOOL EDUCATION - ROOM & BOARD 6,150
    RIVERS WAY OUTDOOR ADVENTURE CENTER
    889 STONEY HOLLOW ROAD
    BLUFF CITY,TN37618     		NONE PC FUND ALIVE & WELL PROGRAMMING 10,000
    SALVATION ARMY
    1224 W STATE STREET
    BRISTOL,TN37620     		NONE PC GENERAL SUPPORT 10,000
    SERVING ORPHANS WORLDWIDE INC
    340 MLK JR BLVD
    BRISTOL,TN37620     		NONE PC GENERAL SUPPORT 5,000
    SETON HALL UNIVERSITY
    400 SOUTH ORANGE AVENUE
    SOUTH ORANGE,NJ07079     		NONE NC-SCHOOL EDUCATION - TUITION 49,750
    SETON HALL UNIVERSITY
    400 SOUTH ORANGE AVENUE
    SOUTH ORANGE,NJ07079     		NONE NC-SCHOOL EDUCATION - BOOKS 1,611
    SOUTHWEST VA COMMUNITY COLLEGE
    724 COMMUNITY COLLEGE ROAD
    CEDAR BLUFF,VA24609     		NONE NC-SCHOOL EDUCATION - TUITION 920
    ST JOHN'S UNIVERSITY
    8000 UTOPIA PARKWAY
    QUEENS,NY11439     		NONE NC-SCHOOL EDUCATION - TUITION 11,007
    ST JOHN'S UNIVERSITY
    8000 UTOPIA PARKWAY
    QUEENS,NY11439     		NONE NC-SCHOOL EDUCATION - BOOKS 500
    ST MARY'S HEALTH WAGON (AKA THE HEALTH WAGON)
    PO BOX 709
    CLINTWOOD,VA24228     		NONE PC SUPPORT EXPANSION OF HEALTHCARE SERVICES 10,000
    STEVENSON UNIVERSITY
    1525 GREENSPRING VALLEY ROAD
    STEVENSON,MD211530641     		NONE NC-SCHOOL EDUCATION - TUITION 9,564
    SULLINS ACADEMY
    22218 SULLINS ACADEMY DRIVE
    BRISTOL,VA24202     		NONE PC SCHOLARSHIPS 10,000
    SYMPHONY OF THE MOUNTAINS
    22218 SULLINS ACADEMY DRIVE
    BRISTOL,VA24202     		NONE PC UNDERWRITE HOLIDAY CONCERTS IN DEC 2014 20,000
    THE NEW SCHOOL
    66 W 12TH STREET
    NEW YORK CITY,NY10011     		NONE NC-SCHOOL EDUCATION - TUITION 25,000
    THE NEW SCHOOL
    66 W 12TH STREET
    NEW YORK CITY,NY10011     		NONE NC-SCHOOL EDUCATION - BOOKS 500
    THE PARAMOUNT FOUNDATION
    PO BOX 1546
    BRISTOL,VA411051546     		NONE PC GENERAL SUPPORT 15,000
    THEATRE BRISTOL
    512 STATE STREET
    BRISTOL,TN37620     		NONE PC REVIVAL OF BRISTOL'S CHILDREN'S THEATRE & EDUCATION 5,000
    UNIVERSITY OF KENTUCKY
    800 ROSE STREET
    LEXINGTON,KY40508     		NONE NC-SCHOOL EDUCATION - TUITION 14,418
    UNIVERSITY OF KENTUCKY
    800 ROSE STREET
    LEXINGTON,KY40508     		NONE NC-SCHOOL EDUCATION - BOOKS 996
    UNIVERSITY OF NORTH CAROLINA - CHARLOTTE
    9201 UNIVERSITY CITY BOULEVARD
    CHARLOTTE,NC282230001     		NONE NC-SCHOOL EDUCATION - TUITION 2,079
    UNIVERSITY OF NORTH CAROLINA - CHARLOTTE
    9201 UNIVERSITY CITY BOULEVARD
    CHARLOTTE,NC282230001     		NONE NC-SCHOOL EDUCATION - BOOKS 295
    UNIVERSITY OF PIKEVILLE
    147 SYCAMORE ST
    PIKEVILLE,KY41501     		NONE NC-SCHOOL EDUCATION - TUITION 5,220
    UNIVERSITY OF PIKEVILLE
    147 SYCAMORE ST
    PIKEVILLE,KY41501     		NONE NC-SCHOOL EDUCATION - BOOKS 708
    UNIVERSITY OF SAN DIEGO
    1 COLLEGE AVENUE
    WISE,VA24293     		NONE NC-SCHOOL EDUCATION - BOOKS 485
    UNIVERSITY OF SAN DIEGO
    5998 ALCALA PARK
    SAN DIEGO,CA92110     		NONE NC-SCHOOL EDUCATION - TUITION 10,069
    UNIVERSITY OF WASHINGTON
    4311 11TH AVENUE NE
    SEATTLE,WA98105     		NONE NC-SCHOOL EDUCATION - TUITION 19
    UNIVERSITY OF WASHINGTON
    4311 11TH AVENUE NE
    SEATTLE,WA98105     		NONE NC-SCHOOL EDUCATION - BOOKS 477
    UNIVERSITY OF WASHINGTON
    4312 11TH AVENUE NE
    SEATTLE,WA98106     		NONE NC-SCHOOL EDUCATION - ROOM & BOARD 5,089
    VIRGINIA COMMONWEALTH UNIVERSITY
    1111 W BROAD STREET
    RICHMOND,VA23220     		NONE NC-SCHOOL EDUCATION - TUITION 36,257
    VIRGINIA COMMONWEALTH UNIVERSITY
    1111 W BROAD STREET
    RICHMOND,VA23221     		NONE NC-SCHOOL EDUCATION - BOOKS 680
    VIRGINIA TECH FOUNDATION
    902 PRICES FORK ROAD
    BLACKSBURG,VA24061     		NONE PC THE ARTS CENTER 400,000
    VIRGINIA TECH FOUNDATION
    902 PRICES FORK ROAD
    BLACKSBURG,VA24061     		NONE PC SUMMER STEM INST FOR K-12 EDUCATORS (SOUTHWEST CENTER) 30,000
    VIRGINIA TECH
    210 BURRUSS HALL
    BLACKSBURG,VA24061     		NONE NC-SCHOOL EDUCATION - TUITION 2,152
    VIRGINIA TECH
    210 BURRUSS HALL
    BLACKSBURG,VA24061     		NONE NC-SCHOOL EDUCATION - BOOKS 1,133
    VIRGINIA TECH
    210 BURRUSS HALL
    BLACKSBURG,VA24061     		NONE NC-SCHOOL EDUCATION - ROOM & BOARD 150
    WILLIAM AND MARY TRIBE COMPUTER STORE
    751 UKROP WAY
    WILLIAMSBURG,VA23185     		NONE NC-SCHOOL EDUCATION - BOOKS 833
    WILLIAM AND MARY
    751 UKROP WAY
    WILLIAMSBURG,VA23185     		NONE NC-SCHOOL EDUCATION - TUITION 16,258
    YMCA BRISTOL FAMILY YMCA
    400 MARTIN LUTHER KING JR BLVD
    BRISTOL,TN37620     		NONE PC JEFF BYRD MEMORIAL INDOOR PLAYGROUND 19,000
    YMCA OF BUCHANAN COUNTY
    PO BOX 1450
    GRUNDY,VA24614     		NONE PC GENERAL SUPPORT 153,350
    YWCA - BRISTOL
    106 STATE STREET
    BRISTOL,TN37620     		NONE PC GENERAL SUPPORT 25,000
    Total .................................bullet 3a 3,091,786
    bApproved for future payment
    FOUNDATION FOR EDUCATIONAL AND DEVELOPMENTAL OPPORTUNITIES INC (DBA MORRIS
    139 TERRACE DRIVE
    BRISTOL,VA24202     		NONE PC BUILDING CONSTRUCTION 302,542
    Total .................................bullet 3b 302,542
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-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 ............     		    14 192  
    4 Dividends and interest from securities....     14 1,364,376  
    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 3,301,281  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,665,849 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,665,849
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    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) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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

    TY 2014 DepreciationSchedule
    Name:
    THE UNITED COMPANY CHARITABLE FOUNDATION
    EIN: 54-1390453
    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
    FORD VAN - SOUP KITCHEN 2011-07-05 23,148 19,291 SL 3.000000000000 3,857 0    
    CHEVROLET VAN - SOUP KITCHEN 2012-10-01 16,720 6,966 SL 3.000000000000 5,573 0    
    SOUP KETTLE 2007-10-01 4,245 4,245 SL 5.000000000000 0 0    
    CAN OPENER 2011-08-16 602 290 SL 5.000000000000 120 0    
    SOUP KETTLE 2011-10-01 20,448 9,203 SL 5.000000000000 4,090 0    
    REFRIGERATOR 2011-10-01 3,833 1,726 SL 5.000000000000 767 0    
    AIR CONDITIONER 2011-10-01 619 279 SL 5.000000000000 124 0    
    WORK TABLES 2011-11-01 882 381 SL 5.000000000000 176 0    
    DOUBLE DOOR COOLER 2009-10-01 4,902 4,166 SL 5.000000000000 736 0    
    TELEVISION 2012-02-01 399 153 SL 5.000000000000 80 0    
    HP INKJET PRINTER 2007-06-01 1,077 1,077 SL 5.000000000000 0 0    
    COMPUTER & MONITOR 2010-12-01 1,518 936 SL 5.000000000000 304 0    
    CANON PRINTER/SCANNER 2012-06-30 242 76 SL 5.000000000000 48 0    
    COMPUTER & MONITOR 2012-01-01 150 100 SL 3.000000000000 50 0    
    COMPUTER & MONITOR 2012-10-01 961 400 SL 3.000000000000 320 0    
    ELECTRICAL- SOUP KITCHEN 2011-12-01 4,555 633 SL 15.000000000000 304 0    
    NEW ENTRANCE DOORS 2011-11-01 3,324 481 SL 15.000000000000 222 0    
    SOUP KITCHEN CONSTRUCTION 2011-11-01 461 67 SL 15.000000000000 31 0    
    PAINTING NEW ADDITIONS 2011-11-01 672 97 SL 15.000000000000 45 0    
    INSTALL WATER & GAS LINE SOUP K 2011-11-01 1,474 212 SL 15.000000000000 98 0    
    PAVING 2011-12-01 7,500 1,042 SL 15.000000000000 500 0    
    ENTRANCE DOORS LOCK SET 2012-01-01 105 14 SL 15.000000000000 7 0    
    SOUP KITCHEN PAINTING 2012-03-01 617 75 SL 15.000000000000 41 0    
    SOUP KITCHEN RENOVATIONS 2012-03-01 3,542 433 SL 15.000000000000 236 0    
    SOUP KITCHEN ACOUSTICAL CEILING 2012-03-01 2,115 259 SL 15.000000000000 141 0    
    HP LASERJET PRINTER 2013-05-07 332 44 SL 5.000000000000 66 0    
    DELL PRECISION WORKSTATION 2013-09-04 383 26 SL 5.000000000000 77 0    
    HP LASERJET PRINTER 2013-09-04 252 17 SL 5.000000000000 50 0    
    DELL E SERIES MONITOR 2013-09-04 161 11 SL 5.000000000000 32 0    
    LEASEHOLD IMPROVEMENT12 2013-12-31 1,080   SL 15.000000000000 72 0    
    AWNING 2014-03-01 1,080   SL 15.000000000000 60 0    

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    THE UNITED COMPANY CHARITABLE FOUNDATION
    EIN: 54-1390453
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN EXPRESS CRE 2.125% 03/18/19 200,198 200,198
    BANK OF AMERICA CORP 2.6% 01/15/19 200,840 200,840
    BANK OF MONTREAL MTN 2.375% 01/25/19 201,634 201,634
    DOMINION RESOURCES INC 1.4% 09/15/17 198,838 198,838
    DUKE ENERGY CORP 2.1% 06/15/18 201,626 201,626
    EASTMAN CHEMICAL CO 2.4% 06/01/17 203,304 203,304
    GOLDMAN SACHS GROUP 2.625% 01/31/19 200,576 200,576
    HEWLETT-PACKARD CO 2.75% 01/14/19 200,532 200,532
    JPMORGAN CHASE & CO 1.625% 05/15/18 197,886 197,886
    MORGAN STANLEY 2.125% 04/25/18 199,838 199,838
    PEPSICO INC 1.25% 08/13/17 199,384 199,384
    PRUDENTIAL FINANCI MTN 2.3% 08/15/18 211,455 211,455
    UNITED PARCEL SERVIC 1.125% 10/01/17 199,378 199,378
    US BANCORP SR NOTE MTN 2.2% 04/25/19 200,804 200,804
    WELLPOINT INC 2.375% 02/15/17 203,814 203,814

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE UNITED COMPANY CHARITABLE FOUNDATION
    EIN: 54-1390453
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 706,576 706,576
    ACCENTURE PLC-CL A 388,499 388,499
    AFLAC INC 455,121 455,121
    AIR PRODUCTS & CHEMICALS INC 497,594 497,594
    ALLSTATE CORP 723,575 723,575
    ALTRIA GROUP INC 619,570 619,570
    APPLE INC. 347,697 347,697
    AT&T INC 302,310 302,310
    AUTOMATIC DATA PROCESSING INC 529,400 529,400
    BRISTOL MYERS SQUIBB CO 726,069 726,069
    CHEVRON CORP 471,156 471,156
    CHUBB CORP 540,631 540,631
    CISCO SYSTEMS INC 400,536 400,536
    COCA-COLA CO 422,200 422,200
    COMCAST CORP 324,856 324,856
    CONOCOPHILLIPS 448,890 448,890
    CVS HEALTH CORPORATION 385,240 385,240
    E I DU PONT DE NEMOURS & CO 650,672 650,672
    ELI LILLY & CO 545,021 545,021
    EMERSON ELECTRIC CO 432,110 432,110
    EXXON MOBIL CORP 381,356 381,356
    GENERAL ELECTRIC CO 416,955 416,955
    GENERAL MILLS INC 413,308 413,308
    GENUINE PARTS CO 383,652 383,652
    GLAXOSMITHKLINE PLC SPONS ADR 282,084 282,084
    HALYARD HEALTH INC-W/I 26,145 26,145
    HOME DEPOT INC 325,407 325,407
    ILLINOIS TOOL WORKS INC 634,490 634,490
    INTEL CORP 322,981 322,981
    INTERNATIONAL BUSINESS MACHINES CORP 377,034 377,034
    INTERNATIONAL PAPER CO 494,276 494,276
    JOHNSON & JOHNSON 483,636 483,636
    JP MORGAN CHASE & CO 516,285 516,285
    KIMBERLY-CLARK CORP 531,484 531,484
    LOCKHEED MARTIN CORP 751,023 751,023
    MC DONALDS CORP 304,525 304,525
    MEADWESTVACO CORP 306,291 306,291
    MEDTRONIC 512,620 512,620
    MERCK AND CO INC 530,987 530,987
    MICROSOFT CORP 318,183 318,183
    NORFOLK SOUTHERN CORP 745,348 745,348
    NUCOR CORP 362,970 362,970
    OCCIDENTAL PETROLEUM CORP 310,349 310,349
    ORACLE CORP 418,221 418,221
    PEPSICO INC 486,984 486,984
    PFIZER INC 473,480 473,480
    PRAXAIR INC 372,485 372,485
    PROCTER & GAMBLE CO 460,005 460,005
    QUALCOMM INC 416,248 416,248
    ROYAL DUTCH SHELL PLC ADR 294,580 294,580
    SCHLUMBERGER LTD 256,230 256,230
    STANLEY BLACK & DECKER,INC. 336,280 336,280
    SYSCO CORP 436,590 436,590
    TEXAS INSTRUMENTS INC 641,580 641,580
    THE TRAVELERS COMPANIES INC. 505,434 505,434
    UNITED TECHNOLOGIES CORP 554,875 554,875
    US BANCORP DEL 548,390 548,390
    VERIZON COMMUNICATIONS INC 305,240 305,240
    VODAFONE GROUP PLC-SP ADR 273,360 273,360
    WALMART STORES INC 334,932 334,932
    WALT DISNEY CO 376,760 376,760
    WELLS FARGO & CO 566,017 566,017
    CALIFORNIA RESOURCES COR-W/I 8,480 8,480

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE UNITED COMPANY CHARITABLE FOUNDATION
    EIN: 54-1390453
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CONSUMER DISCRETIONARY SELECT SPDR FUND FMV 966,810 966,810
    CONSUMER STAPLES SPDR FUND FMV 967,376 967,376
    ENERGY SELECT SECTOR SPDR FD FMV 791,600 791,600
    ENTERPRISE PRODUCTS PARTNERS L P (PTP) FMV 299,796 299,796
    HEALTH CARE SELECT SECTOR SPDR FUND FMV 970,996 970,996
    ISHARES CORE TOT US BND MKT ETF FMV 6,056,600 6,056,600
    MATERIALS SELECT SECTOR SPDR FUND FMV 599,963 599,963
    SECTOR SPDR TR SBI INT-FINL SEDOL 2364038 FMV 964,470 964,470
    SECTOR SPDR TRUST S/B/I-INDUSTRIAL FMV 933,570 933,570
    SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF FMV 1,001,331 1,001,331
    TECHNOLOGY SELECT SECTOR SPDR FUND FMV 951,050 951,050

    TY 2014 LandEtcSchedule2
    Name:
    THE UNITED COMPANY CHARITABLE FOUNDATION
    EIN: 54-1390453
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FORD VAN - SOUP KITCHEN 23,148 23,148 0  
    CHEVROLET VAN - SOUP KITCHEN 16,720 12,539 4,181  
    SOUP KETTLE 4,245 4,245 0  
    CAN OPENER 602 410 192  
    SOUP KETTLE 20,448 13,293 7,155  
    REFRIGERATOR 3,833 2,493 1,340  
    AIR CONDITIONER 619 403 216  
    WORK TABLES 882 557 325  
    DOUBLE DOOR COOLER 4,902 4,902 0  
    TELEVISION 399 233 166  
    HP INKJET PRINTER 1,077 1,077 0  
    COMPUTER & MONITOR 1,518 1,240 278  
    CANON PRINTER/SCANNER 242 124 118  
    COMPUTER & MONITOR 150 150 0  
    COMPUTER & MONITOR 961 720 241  
    ELECTRICAL- SOUP KITCHEN 4,555 937 3,618  
    NEW ENTRANCE DOORS 3,324 703 2,621  
    SOUP KITCHEN CONSTRUCTION 461 98 363  
    PAINTING NEW ADDITIONS 672 142 530  
    INSTALL WATER & GAS LINE SOUP K 1,474 310 1,164  
    PAVING 7,500 1,542 5,958  
    ENTRANCE DOORS LOCK SET 105 21 84  
    SOUP KITCHEN PAINTING 617 116 501  
    SOUP KITCHEN RENOVATIONS 3,542 669 2,873  
    SOUP KITCHEN ACOUSTICAL CEILING 2,115 400 1,715  
    HP LASERJET PRINTER 332 110 222  
    DELL PRECISION WORKSTATION 383 103 280  
    HP LASERJET PRINTER 252 67 185  
    DELL E SERIES MONITOR 161 43 118  
    LEASEHOLD IMPROVEMENT12 1,080 72 1,008  
    AWNING 1,080 60 1,020  


    TY 2014 OtherDecreasesSchedule
    Name:
    THE UNITED COMPANY CHARITABLE FOUNDATION
    EIN: 54-1390453
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE UNITED COMPANY CHARITABLE FOUNDATION
    EIN: 54-1390453
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FUEL (SOUP KITCHEN) 5,100 0   5,100
    REPAIRS AND MAINTENANCE 1,042 0   1,042
    SUPPLIES 16,883 0   16,883
    VEHICLE EXPENSE (SOUP KITCHEN) 192 0   192
    COST OF FOOD CONSUMED (SOUP KITCHEN) 164,509 0   164,509
    INSURANCE 28,911 0   28,911
    PAYROLL PROCESSING - ADP 3,011 0   3,011
    MANAGEMENT FEES 242,465 242,465   0
    CAMP SUCCESS 53,962 0   53,962
    TRAVEL, CONFERENCES, AND MEETINGS 4,695 0   4,695
    TAXES AND LICENSES 27 0   27
    TELEPHONE 2,459 0   2,459
    ELECTRICITY 9,976 0   9,976
    CABLE TV 594 0   594
    DUES AND SUBSCRIPTIONS 407 0   407
    HSA ADMINISTRATIVE EXPENSE 630 0   630
    PROMOTIONS & ADVERTISING 825 0   825
    CONSULTING FEES 17,445 0   17,445
    CONTINUING EDUCATION EXPENSE 2,000 0   2,000
    OUTSIDE LABOR 44,331 0   44,331
    PASSTHROUGH LOSS ENTERPRISE PRODUCTS PARTNERS LP 14,655 0   0


    TY 2014 OtherIncreasesSchedule
    Name:
    THE UNITED COMPANY CHARITABLE FOUNDATION
    EIN: 54-1390453
    Description Amount
       
       
       


    TY 2014 OtherLiabilitiesSchedule
    Name:
    THE UNITED COMPANY CHARITABLE FOUNDATION
    EIN: 54-1390453
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED PAYROLL 7,048 6,829
    ACCRUED TAXES 516 496
    OTHER PAYABLES 20 100


    TY 2014 TaxesSchedule
    Name:
    THE UNITED COMPANY CHARITABLE FOUNDATION
    EIN: 54-1390453
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SECTION 4940 TAX 44,485 0   0